-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
ALCOA FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
201 ISABELLA STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH
,
PA
15212
A Employer identification number
36-4831759
B
Telephone number (see instructions)
(412) 553-3279
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
133,736,165
J
Accounting method:
Cash
Accrual
Other (specify)
modified cash
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
85,237
85,237
4
Dividends and interest from securities
...
2,001,625
2,093,617
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
14,966,961
b
Gross sales price for all assets on line 6a
118,334,227
7
Capital gain net income (from Part IV, line 2)
...
14,131,867
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
14,593
10,506
12
Total.
Add lines 1 through 11
........
17,068,416
16,321,227
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
20,398
0
20,398
b
Accounting fees (attach schedule)
.......
13,043
4,271
4,271
c
Other professional fees (attach schedule)
....
786,208
269,994
552,744
17
Interest
...............
3,767
18
Taxes (attach schedule) (see instructions)
...
237,882
4,340
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
116,483
112,113
99,505
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,174,014
394,485
676,918
25
Contributions, gifts, grants paid
.......
4,990,354
5,991,386
26
Total expenses and disbursements.
Add lines 24 and 25
6,164,368
394,485
6,668,304
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
10,904,048
b
Net investment income
(if negative, enter -0-)
15,926,742
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
9,091,926
61,583
61,583
2
Savings and temporary cash investments
.........
1,034,672
1,034,672
3
Accounts receivable
814,540
Less: allowance for doubtful accounts
-1,537,354
814,540
814,540
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
33,809,162
26,123,833
26,123,833
b
Investments—corporate stock (attach schedule)
.......
33,644,304
94,124,219
94,124,219
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
47,480,514
11,577,318
11,577,318
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
122,488,552
133,736,165
133,736,165
17
Accounts payable and accrued expenses
..........
54,582
18
Grants payable
.................
1,756,411
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
1,810,993
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
122,488,552
131,925,172
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
122,488,552
131,925,172
30
Total liabilities and net assets/fund balances
(see instructions)
.
122,488,552
133,736,165
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
122,488,552
2
Enter amount from Part I, line 27a
.....................
2
10,904,048
3
Other increases not included in line 2 (itemize)
3
1,824,622
4
Add lines 1, 2, and 3
..........................
4
135,217,222
5
Decreases not included in line 2 (itemize)
5
3,292,050
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
131,925,172
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
FLOWTHROUGH FROM PARTNERSHIPS
P
b
PUBLICLY TRADED SECURITIES
c
CAPITAL GAIN DISTRIBUTION
P
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
102,089
102,089
b
117,745,628
104,202,360
13,543,268
c
486,510
486,510
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
102,089
b
13,543,268
c
486,510
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
14,131,867
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
6,559,239
127,340,900
0.051509
2017
6,319,995
120,767,858
0.052332
2016
6,801,750
131,801,943
0.051606
2015
7,164,664
139,660,717
0.051300
2014
7,106,944
141,730,475
0.050144
2
Total
of line 1, column (d)
.....................
2
0.256891
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.051378
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
126,544,415
5
Multiply line 4 by line 3
......................
5
6,501,599
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
159,267
7
Add lines 5 and 6
........................
7
6,660,866
8
Enter qualifying distributions from Part XII, line 4
,.............
8
6,668,304
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
159,267
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
159,267
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
159,267
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
413,964
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
413,964
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
254,697
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
150,000
Refunded
11
104,697
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
PA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
Yes
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
HTTPS://WWW.ALCOA.COM/FOUNDATION/EN
14
The books are in care of
ASHLEY NAYDEN
Telephone no.
(412) 315-2731
Located at
201 ISABELLA STREET
PITTSBURGH
PA
ZIP+4
15212
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Yes
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
ROSA GARCIA PINEIRO
PRESIDENT
22.00
0
0
0
201 ISABELLA STREET
PITTSBURGH
,
PA
15212
OTAVIO CARVALHEIRA
DIRECTOR
1.50
0
0
0
201 ISABELLA STREET
PITTSBURGH
,
PA
15212
NICOLE COUTU
DIRECTOR (EXITED 05/19)
1.50
0
0
0
201 ISABELLA STREET
PITTSBURGH
,
PA
15212
LEIGH ANN FISHER
DIRECTOR
1.50
0
0
0
201 ISABELLA STREET
PITTSBURGH
,
PA
15212
ED HEMMERSBACH
DIRECTOR (EXITED 09/19)
1.50
0
0
0
201 ISABELLA STREET
PITTSBURGH
,
PA
15212
MICHELLE O'NEILL
DIRECTOR
1.50
0
0
0
201 ISABELLA STREET
PITTSBURGH
,
PA
15212
BILL OPLINGER
DIRECTOR
1.50
0
0
0
201 ISABELLA STREET
PITTSBURGH
,
PA
15212
MICHAEL PARKER
DIRECTOR
1.50
0
0
0
201 ISABELLA STREET
PITTSBURGH
,
PA
15212
ANNE-CATHERINE COUTURE
DIRECTOR (ENTERED 05/19)
1.50
0
0
0
201 ISABELLA STREET
PITTSBURGH
,
PA
15212
ALICE PAK TRUSCOTT
ASST SECRETARY, PROG MGR
25.00
0
0
0
201 ISABELLA STREET
PITTSBURGH
,
PA
15212
MEGAN SMITH
TREASURER
2.00
0
0
0
201 ISABELLA STREET
PITTSBURGH
,
PA
15212
KAYLA BRANCH
GRANTS ADMINISTRATOR
9.00
0
0
0
201 ISABELLA STREET
PITTSBURGH
,
PA
15212
CLAIRE MILLER
SECRETARY
2.00
0
0
0
201 ISABELLA STREET
PITTSBURGH
,
PA
15212
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
ALCOA CORPORATION
MANAGEMENT
552,744
201 ISABELLA STREET
PITTSBURGH
,
PA
15213
BANK OF NEW YORK MELLON
INVESTMENT MANAGEMENT
163,244
500 GRANT STREET
PITTSBURGH
,
PA
15258
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
103,470,100
b
Average of monthly cash balances
.......................
1b
25,573
c
Fair market value of all other assets (see instructions)
................
1c
24,975,814
d
Total
(add lines 1a, b, and c)
.........................
1d
128,471,487
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
128,471,487
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,927,072
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
126,544,415
6
Minimum investment return.
Enter 5% of line 5
..................
6
6,327,221
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
6,327,221
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
159,267
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
1,172
c
Add lines 2a and 2b
............................
2c
160,439
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
6,166,782
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
6,166,782
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
6,166,782
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
6,668,304
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
6,668,304
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
159,267
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
6,509,037
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
6,166,782
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
161,754
b
From 2015
......
302,576
c
From 2016
......
223,964
d
From 2017
......
483,592
e
From 2018
......
297,570
f
Total
of lines 3a through e
........
1,469,456
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
6,668,304
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
6,166,782
e
Remaining amount distributed out of corpus
501,522
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
1,970,978
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
161,754
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,809,224
10
Analysis of line 9:
a
Excess from 2015
....
302,576
b
Excess from 2016
....
223,964
c
Excess from 2017
....
483,592
d
Excess from 2018
....
297,570
e
Excess from 2019
....
501,522
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ACADEMOS CYBERMENTORAT
296 SAINT-PAUL STREET WEST OFFICE
400
MONTREAL
,
QUEBEC
H2Y 2A3
CA
N/A
PC
PROMOTE THE MANUFACTURING TRADES AND ALUMINUM PROCESSING TO YOUTH
7,500
ACADEMOS CYBERMENTORAT
296 SAINT-PAUL STREET WEST OFFICE
400
MONTREAL
,
QUEBEC
H2Y 2A3
CA
N/A
PC
PROMOTE STEM CAREERS AMONG YOUTH WITH ACADEMOS
30,000
AMERICAN FORESTS
1220 L ST NW STE 750
WASHINGTON
,
DC
20005
N/A
PC
FOREST RESTORATION AND COMMUNITY ENGAGEMENT
100,000
ASIA SOCIETY
1779 MASSACHUSETTS AVE NW SUITE 810
WASHINGTON
,
DC
20036
N/A
PC
NEW TRADE FRONTS: SETTING TRADE RULES FOR STATE-LED ECONOMIES
20,000
AUSTURBRU SES
TJARNARBRAUT 39E
EGILSSTADIR 700
IC
N/A
NC
AUSTURLAND'S ENERGY TRANSITION
40,000
BACK THE PACK INC
36 WINDSOR ROAD
MASSENA
,
NY
13662
N/A
PC
MASSENA BACK THE PACK
20,000
BIRDLIFE AUSTRALIA
167 PERRY LAKES DRIVE
FLOREAT
6014
AS
N/A
PC
ALCOA AND COMMUNITIES WORKING TO HELP BLACK-COCKATOOS
125,000
BOSTON COLLEGE TRUSTEES
55 LEE ROAD
CHESTNUT HILL
,
MA
02467
N/A
PC
ANNUAL MEMBERSHIP
10,000
BOYS & GIRLS CLUB OF MASSENA
30 BAYLEY RD
MASSENA
,
NY
13662
N/A
PC
AFTER SCHOOL STEM PROGRAM FOR UNDER SERVED YOUTH
30,000
BOYS & GIRLS CLUBS OF WHATCOM CO
1616 CORNWALL AVENUE SUITE 111
BELLINGHAM
,
WA
98225
N/A
PC
POSITIVE ACTION/PROJECT LEARN
18,000
CALHOUN COUNTY INDEPENDENT SCHOOL DISTRICT
525 N COMMERCE ST
PORT LAVACA
,
TX
77979
N/A
PC
HANDS ON WITH STEM
20,000
CALHOUN COUNTY INDEPENDENT SCHOOL DISTRICT
525 N COMMERCE ST
PORT LAVACA
,
TX
77979
N/A
PC
GROWING OUR FUTURE WORKFORCE WITH CAREER AND TECHNICAL EDUCATION
30,000
CARREFOUR JEUNESSE-EMPLOI DE PORTNEUF
350 RUE DE LEGLISE CP3009
SAINT BASILE
,
QUEBEC
G0A 3G0
CA
N/A
PC
BOXE AND PHOTOGRAPHY FOR STUDENTS IN INDIVIDUAL LEARNING PROFILE (ILP)
27,500
CARVER COMMUNITY ORGANIZATION INC
400 S E EIGHTH STREET
EVANSVILLE
,
IN
477131819
N/A
PC
AARP FOUNDATION EXPERIENCE CORPS EVANSVILLE ACADEMIC TUTORING/MENTORING
30,000
CEGEP DE BAIE-COMEAU
537 BOUL BLANCHE
BAIECOMEAU
,
QUEBEC
G5C 2B2
CA
N/A
PC
INDUSTRY 4.0 DIGITAL TECHNOLOGIES
42,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NW
WASHINGTON
,
DC
20036
N/A
PC
THE LAND OF IN-BETWEEN: AMERICA'S SMALL AND MEDIUM-SIZED CITIES
20,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NW
WASHINGTON
,
DC
20036
N/A
PC
FREE, PRIOR, AND INFORMED CONSENT: A 180 DEGREES EVALUATION
30,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NW
WASHINGTON
,
DC
20036
N/A
PC
EXPLORING A NEW U.S. INDUSTRIAL POLICY
30,000
CENTRE LE HAVRE DE TROIS-RIVIERES INC
1486 BREBEUF
TROISRIVIERES
,
QUEBEC
G8Z 2A1
CA
N/A
PC
LIVING IN THE WORLD AROUND ME
27,500
CENTRO DE EMPREENDEDORISMO DA AMAZONIA
TRAVESSA 9 DE JANEIRO 1613 AP 1001
BELEM PARA
66055-575
BR
N/A
PC
JURUTI UP
50,000
CENTRO DE EMPREENDEDORISMO DA AMAZONIA
TRAVESSA 9 DE JANEIRO 1613 AP 1001
BELEM PARA
66055-575
BR
N/A
PC
JURUTI UP
11,867
CHIEF EXECUTIVES FOR CORPORATE PURPOSE INC
85 BROAD STREET 27TH FLOOR
NEW YORK
,
NY
10004
N/A
PC
ANNUAL MEMBERSHIP
15,000
CHIEF EXECUTIVES FOR CORPORATE PURPOSE INC
85 BROAD STREET 27TH FLOOR
NEW YORK
,
NY
10004
N/A
PC
BUSINESS IMPACT MEASUREMENT ACCELERATE COMMUNITY
10,000
COMITE DE LA RESERVE MONDIALE DE LA BIOSPHERE MANICOUAGAN-UAPISHKA
3 AVENUE DENONVILLE
BAIECOMEAU
,
QUEBEC
G4Z 1K4
CA
N/A
PC
IMPROVEMENT OF THE GREENHOUSE GAS EMISSIONS OF THE UAPISHKA STATION
11,994
COMITE ZIP LES DEUX RIVES
3930 LOUIS-PINARD BUREAU 206
TROISRIVIERES
,
QUEBEC
G8Y 4L9
CA
N/A
PC
WATERFRONT MONITORING OF WATER QUALITY
20,000
COMITE ZONE D'INTERVENTION PRIORITAIRE DE LA RIVE NORD DE L'ESTUAIRE
31 AVENUE MARQUETTE
BAIECOMEAU
,
QUEBEC
G4Z 1K4
CA
N/A
PC
INVASIVE PLANTS, AN ECONOMIC AND ECOLOGICAL THREAT
20,006
CONSEIL DE DEVELOPPEMENT DU LOISIR SCIENTIFIQUE
4545 PIERRE-DE COUBERTIN
MONTREAL
,
QUEBEC
H1V 0B2
CA
N/A
PC
DARE SCIENCE WITH HELP OF QUEBEC YOUTH AMBASSADORS!
30,000
CONSELLERIA DE EDUCACIO E ORDENACIO UNIVERSITARIA DE LA XUNTA DE GALICIA
EDIFICIO ADMINISTRATIVO SAN CAETANO
S/N
15781
SP
N/A
PC
NATURACCION EDUCATION PROGRAM ON ENVIRONMENT
47,000
CONSELLERIA DE EDUCACIO E ORDENACIO UNIVERSITARIA DE LA XUNTA DE GALICIA
EDIFICIO ADMINISTRATIVO SAN CAETANO
S/N
15781
SP
N/A
PC
MINIEMPRESAS CORUA 2019-20
40,000
CONSELLERIA DE EDUCACIO E ORDENACIO UNIVERSITARIA DE LA XUNTA DE GALICIA
EDIFICIO ADMINISTRATIVO SAN CAETANO
S/N
15781
SP
N/A
PC
MINIEMPRESAS LUGO 19-20
70,600
COOPERATIVE EXTENSION ASSOCIATION IN THE STATE OF NEW YORK
2043B STATE HIGHWAY 68
CANTON
,
NY
13617
N/A
PC
CELEBRATING LOCAL FOODS: A CULINARY SERIES
20,000
CORPORATION DES LIEUX HISTORIQUES DE PONT-ROUGE
1 BOULEVARD NOTRE-DAME
PONTROUGE
,
QUEBEC
G3H 3K4
CA
N/A
PC
PERMANENT EXHIBITION SITE DERY
40,000
EARTHWATCH INSTITUTE INC
1380 SOLDIERS FIELD ROAD
BOSTON
,
MA
02135
N/A
PC
ALCOA EARTHWATCH SUSTAINABILITY FELLOWS PROGRAM
196,797
EARTHWORM FOUNDATION
150 NICKERSON STREET SUITE 106
SEATTLE
,
WA
98109
N/A
PC
SOCIAL TRAINING FOR PROFESSIONALS IN GUINEA
150,000
EARTHWORM FOUNDATION
150 NICKERSON STREET SUITE 106
SEATTLE
,
WA
98109
N/A
PC
SOCIAL TRAINING FOR PROFESSIONALS IN GUINEA
4,424
EARTHWORM FOUNDATION
150 NICKERSON STREET SUITE 106
SEATTLE
,
WA
98109
N/A
PC
SOCIAL TRAINING FOR PROFESSIONALS IN GUINEA
111,000
FOUNDATION FOR THE STUDENTS OF TELEKI BLANKA SECONDARY SCHOOL
7 BUDAI STR
8000
HU
N/A
PC
SENSITIZATION OF TALENTS FROM TELEKI TOWARDS STEM
35,000
FOUNDATION VONZELL
ISHALAAN 23
WANICA
0000
NS
N/A
PC
STIMULATING INNOVATIVE AGRICULTURAL EDUCATION AND BUSINESS DEVELOPMENT IN PARA
53,763
FUNDACAO PARA O DESENVOLVIMENTO TECNOLOGICO DA ENGENHARIA
AV AFRANIO PEIXOTO 412 BUTANTA
SAN PAULO
05507-000
BR
N/A
PC
BAUXITE RESIDUE AND CEMENT COMBINATION: STEEL-REINFORCED STRUCTURAL COMPONENTS DURABILITY
200,000
FUNDACION DE AYUDA CONTRA LA DROGADICCION (FAD)
AVENIDA DE BURGOS 1
MADRID
28036
SP
N/A
PC
TO PROMOTE IN ADOLESCENTS THE RESPONSIBLE USE OF ICT
40,000
FUNDACION LA LABORAL -CENTRO DE ARTE Y CREACION INDUSTRIAL
LOS PRADOS 121
GIJON
33203
SP
N/A
PC
AULAB ALCOA. SCHOOLS FOR THE 21ST CENTURY
70,000
GREENING AUSTRALIA
LEVEL 2 349 COLLINS STREET
MELBOURNE
3000
AS
N/A
PC
THREE RIVERS INITIATIVE: COMMUNITY-BASED RESTORATION FOR THE PEEL-HARVEY REGION
130,000
HOLLYS HOUSE INC
750 NORTH PARK DRIVE PO BOX 4125
EVANSVILLE
,
IN
47710
N/A
PC
"THINK FIRST & STAY SAFE" CHILD ABUSE PREVENTION PROGRAM
30,000
IES MARIA SARMIENTO
MISERICORDIA 58 VIVEIRO
27850
SP
N/A
PC
PROGRAMMING ARC WELDING ROBOT
48,000
INSTITUTO DO HOMEM E MEIO AMBIENTE DA AMAZONIA
TRAVESSA ANGUSTURA 2932 APARTMENT
1804B MARCO
66093-040
BR
N/A
PC
PROTECTED AREAS IN JURUTI
141,837
INTER UNION FOR CONSERVATION OF NATURE & NATURAL RESOURCES UTD ST
1630 CONNECTICUT AVE SUITE 300
WASHINGTON
,
DC
20009
N/A
PC
GUIDELINES FOR PLANNING AND MONITORING CORPORATE BIODIVERSITY PERFORMANCE
60,030
IUP RESEARCH INSTITUTE
217 DAVIS HALL IUP
INDIANA
,
PA
15705
N/A
PC
VOCATIONAL AND ENVIRONMENTAL PROGRAMS FOR SURINAMESE STUDENTS WITH SPECIAL NEEDS
20,000
JEUNESSOR
350 RUE DE LEGLISE PO BOX 3009
SAINT BASILE
,
QUEBEC
G0A 3G0
CA
N/A
NC
SUCCESSFUL START IN HIGH SCHOOL
20,000
JUNIOR ACHIEVEMENT OF SOUTHWESTERN INDIANA INC
431 E DIAMOND AVE
EVANSVILLE
,
IN
47711
N/A
PC
JUNIOR ACHIEVEMENT PROGRAMS IN WARRICK COUNTY
20,000
LA TABLEE DES CHEFS
930 CURE-POIRIER EAST BLVD
LONGUEUIL
,
QUEBEC
J4J 4X1
CA
N/A
PC
FOOD RECOVERY : FEEDING PEOPLE, ONE DONATION AT A TIME!
20,000
LES FILLES ET LES SCIENCES UN DUO ELECTRISANT
625 BOULEVARD RENE-LEVESQUE OUEST
MONTREAL
,
QUEBEC
H3B 1R2
CA
N/A
NC
GIRLS AND SCIENCES: AN ELECTRIFYING DUO!
25,000
LOUIS J KOCH FAMILY CHILDRENS MUSEUM OF EVANSVILLE INC
22 SE 5TH STREET
EVANSVILLE
,
IN
47708
N/A
PC
ALUMINATE IMPROVEMENTS
20,000
MILJOSTIFTELSEN BELLONA (THE BELLONA FOUNDATION)
VULKAN 11
OSLO
0178
NO
N/A
PC
ENGAGING AND MOTIVATING YOUTH TO TACKLE CLIMATE AND ENVIRONMENTAL CHALLENGES
135,000
MUNICIPALITE STE-CECILE-DE-LEVRARD
235 RUE PRINCIPALE
QUEBEC
G0X 3C0
CA
N/A
PC
EDUCATIONAL TOOLS FOR THE MUNICIPAL LIBRARY
20,000
NATURE CONSERVANCY
322 8TH AVENUE 14TH FLOOR
NEW YORK
,
NY
10001
N/A
PC
RESTORING THE PEEL-HARVEY ESTUARY IN SOUTHWESTERN AUSTRALIA
132,000
NATURE CONSERVANCY
322 8TH AVENUE 14TH FLOOR
NEW YORK
,
NY
10001
N/A
PC
RESTORING THE PEEL-HARVEY ESTUARY IN SOUTHWESTERN AUSTRALIA
135,000
NATURE CONSERVANCY
322 8TH AVENUE 14TH FLOOR
NEW YORK
,
NY
10001
N/A
PC
RESTORING THE PEEL-HARVEY ESTUARY IN SOUTHWESTERN AUSTRALIA
182,000
NATUREBRIDGE
28 GEARY STREET SUITE 650
SAN FRANCISCO
,
CA
94108
N/A
PC
ALCOA SCHOLARS, NATUREBRIDGE, YOSEMITE AND OLYMPIC NATIONAL PARKS
175,000
NATURVERNFORBUNDET I OSTFOLD
TOLDBODGATEN 35
FREDRIKSTAD
1632
NO
N/A
PC
THE COASTAL CLEANUP LOTTERY (KYSTLOTTERIET)
60,000
NOOKSACK SALMON ENHANCEMENT ASSOCIATION
3057 E BAKERVIEW RD
BELLINGHAM
,
WA
98226
N/A
PC
THE FUTURE LEADERS OF WHATCOM WATERS
22,000
OUACHITA BAPTIST UNIVERSITY
410 OUACHITA ST
ARKADELPHIA
,
AR
719980001
N/A
PC
PATTERSON RESEARCH PROGRAM
20,000
OWENSBORO COMMUNITY AND TECHNICAL COLLEGE FOUNDATION INC
4800 NEW HARTFORD ROAD
OWENSBORO
,
KY
42303
N/A
PC
OCTC MANUFACTURING SCHOLARS PROGRAM
20,000
PA WOMEN WORK AN AFFILIATE OF THE NATIONAL NETWORK FOR WOMENS
650 SMITHFIELD STREET SUITE 520
PITTSBURGH
,
PA
15222
N/A
PC
3 CUPS OF COFFEE
20,000
PARC NATURE DE POINTE-AUX-OUTARDES
4 RUE LABRIE
POINTEAUXOUTARDES
,
QUEBEC
G0H1M0
CA
N/A
PC
REFECTION OF WOODPATH IN THE DUNES
38,500
PEEL-HARVEY CATCHMENT COUNCIL INC
58 SUTTON STREET
MANDURAH
6120
AS
N/A
PC
CONNECTING CORRIDORS AND COMMUNITIES - RESTORING THE SERPENTINE RIVER
225,000
REYKJAVIK UNIVERSITY
MENNTAVEGUR 1
REYKJAVIK
102
IC
N/A
PC
CURRENT EFFICIENCY FOR ALUMINIUM ELECTROLYSIS WITH AN INERT ANODE (CEIA)
360,000
SADC DE NICOLET-BECANCOUR
19205 BOULEVARD DES ACADIENS BUREAU
102
BECANCOUR
,
QUEBEC
G9H 1M5
CA
N/A
NC
PROACTION
25,000
SEAWAY VALLEY COUNCIL FOR ALCOHOL SUBSTANCE ABUSE PREVENTION INC
61 BEACH STREET
MASSENA
,
NY
13662
N/A
PC
PREVENTION & WELLNESS STRATEGY
20,000
SMOKY MOUNTAIN TOURISM AUTHORITY
201 S WASHINGTON STREET
MARYVILLE
,
TN
37804
N/A
PC
WETLAND PROTECTION AND RESTORATION PROJECT STUDY -AN ALCOA FOUNDATION BIKE TRAIL
20,000
SOIL CONSERVATION SERVICE OF ICELAND
GUNNARSHOLT
IS-851
IC
N/A
PC
ECOSYSTEM RESTORATION OF EROSION ESCARPMENTS IN NORTH-EAST ICELAND
200,000
STICHTING ASIGRON
BIJLHOUTWEG 8
PARA NA
NS
N/A
PC
COMMUNITY DEVELOPMENT IN ASIGRON WITH THE CONCEPT OF GLENN MAABO
60,000
STIFTELSEN FEE NORWAY
FRYSJAVEIEN 40
OLSO
0884
NO
N/A
PC
MIDDLE AND HIGH SCHOOL CLIMATE CHAMPIONSHIP
40,000
TABLE DE CONCERTATION DES AINES DE PORTNEUF
350 RUE DE LEGLISE CP 3009
SAINT BASILE
,
QUEBEC
G0A 3G0
CA
N/A
PC
I GET INVOLVED FOR MY COMMUNITY
25,000
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRIVE
RESTON
,
VA
20190
N/A
PC
THE ALCOA WARMING WASTE WATER WATTS WILDLIFE (ALCOA W5) PROJECT
57,831
THE BACK LOT FOUNDATION
HEERENSTRAAT 24
PARAMARIBO
NS
N/A
PC
10 MINUTEN JEUGD JOURNAAL - 10 MINUTES KIDS NEWS
100,000
THE RECYCLING PARTNERSHIP INC
125 ROWELL CT
FALLS CHURCH
,
VA
22046
N/A
PC
TRANSFORMING RECYCLING FOR GOOD WITH THE RECYCLING PARTNERSHIP
200,000
THE SCHOOL VOLUNTEER PROGRAM LTD - TRADING AS EDCONNECT AUSTRALIA
28 EIGHTH AVENUE MAYLANDS
6051
AS
N/A
PC
CONNECTING GENERATIONS FOR SCHOOL SUCCESS
60,000
TOWN OF NEWBURGH
23 WEST JENNINGS STREET
NEWBURGH
,
IN
47630
N/A
PC
NEWBURGH RECYCLING PROJECT
40,000
TROIS-RIVIERES FOUNDATION FOR SUSTAINABLE DEVELOPMENT
1060 RUE SAINT-FRANCOIS-XAVIER
BUREAU 355
QUEBEC
G9A 1R8
CA
N/A
PC
FOREST OF TALENTS: A SOLUTION TO CLIMATE CHANGE
20,000
TROPENBOS SURINAME
PROF DR RUINARDLAAN
PARAMARIBO
NS
N/A
PC
SUSTAINABLE FORESTRY FOR VILLAGE DEVELOPMENT
36,237
UNITED WAY OF SOUTHWEST LOUISIANA INC
815 RYAN STREET
LAKE CHARLES
,
LA
70601
N/A
PC
LITERACY KIT PROGRAM
20,000
UNIVERSITY OF A CORUNA
REITORIA RUA DA MAESTRANZA 9
A CORUNA
15001
SP
N/A
PC
MONELOS RIVER REVIVAL
20,000
UNIVERSITY OF A CORUNA
REITORIA RUA DA MAESTRANZA 9
A CORUNA
15001
SP
N/A
PC
EDUCATION FOR SUSTAINABILITY
45,000
UNIVERSITY OF AKUREYRI
NORDURSLOD 2
AKUREYRI
IS-600
IC
N/A
PC
START-UP OF APPLIED INDUSTRIAL ENGINEERING PROGRAM IN EAST ICELAND
50,000
UNIVERSITY OF HOUSTON AT VICTORIA
P O BOX 105
VICTORIA
,
TX
779020105
N/A
PC
HIGH SCHOOL STEM PROJECTS AT THE UNIVERSITY OF HOUSTON-VICTORIA (UHV)
30,000
UNIVERSITY OF WESTERN AUSTRALIA
M361 35 STIRLING HIGHWAY
CRAWLEY
6009
AS
N/A
PC
ASPIRE UWA
188,000
VERKMENNTASKOLI AUSTURLANDS
BREIDABLIK 4
NESKAUPSTADUR
740
IC
N/A
PC
DISTRIBUTED LEARNING FOR FUTURE ELECTRICIANS, INDUSTRIAL MECANICS AND MARINE ENGINEERS.
20,000
VICTORIA COLLEGE FOUNDATION INC
2200 EAST RED RIVER
VICTORIA
,
TX
77901
N/A
PC
VC INDUSTRIAL TRADES INITIATIVE
45,000
WARRICK COUNTY SCHOOL CORPORATION
3344 HIGHWAY 261
NEWBURGH
,
IN
47630
N/A
PC
PROJECT LEAD THE WAY EQUIPMENT
35,000
WARRICK COUNTY SCHOOL CORPORATION
2011 OLDE MILL COURT
NEWBURGH
,
IN
47630
N/A
PC
CASTLE ROBOTICS CLUBS
25,000
WARRICK COUNTY SOIL & WATER CONSERVATION DISTRICT
1124 S 8TH STREET
BOONVILLE
,
IN
47601
N/A
PC
HEALTH AND WATER QUALITY RESTORATION INITIATIVE
50,000
WESSELMAN PARK NATURE SOCIETY INC
551 N BOEKE ROAD
EVANSVILLE
,
IN
47711
N/A
PC
ALCOA FOUNDATION/WESSELMAN WOODS SUSTAINABLE LIVING INITIATIVE
50,000
WESTERN WASHINGTON UNIVERSITY FOUNDATION
516 HIGH STREET OM 430 MS 9034
BELLINGHAM
,
WA
98225
N/A
PC
SCIENCE FOR THE COMMUNITY PROGRAM
20,000
WHATCOM COMMUNITY COLLEGE FOUNDATION
237 W KELLOGG ROAD LDC 205
BELLINGHAM
,
WA
98226
N/A
PC
CURE FELLOWS: COURSE-BASED UNDERGRADUATE RESEARCH EXPERIENCES (CURES) TO INCREASE ACCESS
40,000
WHATCOM LAND TRUST
412 N COMMERCIAL ST
BELLINGHAM
,
WA
98225
N/A
PC
LOWER MIDDLE FORK NOOKSACK COMPLEX PHASE II RESTORATION
20,000
WHATCOM LITERACY COUNCIL
PO BOX 1292
BELLINGHAM
,
WA
98227
N/A
PC
ADULT LITERACY PROGRAMS
20,000
WILDLIFE CONSERVATION SOCIETY
CAMBRIDGE CONSERVATION INITIATIVE
PEMBROKE ST
CAMBRIDGE
CB2 3QZ
UK
N/A
PC
A CONSERVATION METRIC FOR BUSINESS TO MEASURE IMPACT ON BIODIVERSITY
200,000
WIRELESS NEIGHBORHOODS
5429 PENN AVENUE
PITTSBURGH
,
PA
15206
N/A
PC
COLLEGE IN HIGH SCHOOL
30,000
WNIN TRI-STATE PUBLIC MEDIA INC
2 MAIN ST
EVANSVILLE
,
IN
477081450
N/A
PC
RECYCLING IS FUN!
20,000
WRI BRASIL
510 RUA CLAUDIO SOARES 72 - CONJ
1510
SAO PAULO
05422-030
BR
N/A
PC
GENDER RESPONSIVE CLIMATESMART AGRICULTURE IN RURAL AMAZONIAN COMMUNITIES
100,000
YOCO
5612 DOGWOOD ROAD
KNOXVILLE
,
TN
37918
N/A
PC
ADDRESSING SYMPTOMS OF TOXIC STRESS TO INCREASE SCHOOL PERFORMANCE.
20,000
YOUNG MENS CHRISTIAN ASSOCIATION OF GOLDEN CRESCENT INC
713 HWY 35 SOUTH
PORT LAVACA
,
TX
77979
N/A
PC
YMCA STEM PROGRAMS
25,000
YOUTH FIRST INC
111 SE THIRD STREET SUITE 405
EVANSVILLE
,
IN
47708
N/A
PC
YOUTH FIRST SOCIAL WORK PROGRAM FOR WARRICK COUNTY, INDIANA SCHOOLS
30,000
Total
.................................
3a
5,991,386
b
Approved for future payment
ACADEMOS CYBERMENTORAT
296 SAINT-PAUL STREET WEST OFFICE
400
MONTREAL
,
QUEBEC
H2Y 2A3
CA
N/A
PC
PROMOTE THE MANUFACTURING TRADES AND ALUMINUM PROCESSING TO YOUTH
30,000
CARVER COMMUNITY ORGANIZATION INC
400 S E EIGHTH STREET
EVANSVILLE
,
IN
477131819
N/A
PC
AARP FOUNDATION EXPERIENCE CORPS EVANSVILLE ACADEMIC TUTORING/MENTORING
20,000
COMITE ZIP LES DEUX RIVES
3930 LOUIS-PINARD BUREAU 206
TROISRIVIERES
,
QUEBEC
G8Y 4L9
CA
N/A
PC
WATERFRONT MONITORING OF WATER QUALITY
20,000
COMITE ZONE D'INTERVENTION PRIORITAIRE DE LA RIVE NORD DE L'ESTUAIRE
31 AVENUE MARQUETTE
BAIECOMEAU
,
QUEBEC
G4Z 1K4
CA
N/A
PC
INVASIVE PLANTS, AN ECONOMIC AND ECOLOGICAL THREAT
33,926
EARTHWORM FOUNDATION
150 NICKERSON STREET SUITE 106
SEATTLE
,
WASHINGTON
98109
SZ
N/A
PC
SOCIAL TRAINING FOR PROFESSIONALS IN GUINEA
49,240
FUNDACAO PARA O DESENVOLVIMENTO TECNOLOGICO DA ENGENHARIA
AV AFRANIO PEIXOTO 412 BUTANTA
05507-000
BR
N/A
PC
BAUXITE RESIDUE AND CEMENT COMBINATION: STEEL-REINFORCED STRUCTURAL COMPONENTS DURABILITY
150,000
JEUNESSOR
350 RUE DE LEGLISE PO BOX 3009
SAINT BASILE
,
QUEBEC
G0A 3G0
CA
N/A
NC
SUCCESSFUL START IN HIGH SCHOOL
20,000
LA TABLEE DES CHEFS
930 CURE-POIRIER EAST BLVD
LONGUEUIL
,
QUEBEC
J4J 4X1
CA
N/A
PC
FOOD RECOVERY : FEEDING PEOPLE, ONE DONATION AT A TIME!
20,000
LA TABLEE DES CHEFS
930 CURE-POIRIER EAST BLVD
LONGUEUIL
,
QUEBEC
J4J 4X1
CA
N/A
PC
FOOD RECOVERY : FEEDING PEOPLE, ONE DONATION AT A TIME!
20,000
NATURE CONSERVANCY
322 8TH AVENUE 14TH FLOOR
NEW YORK
,
NY
10001
N/A
PC
RESTORING THE PEEL-HARVEY ESTUARY IN SOUTHWESTERN AUSTRALIA
181,000
NATURE CONSERVANCY
322 8TH AVENUE 14TH FLOOR
NEW YORK
,
NY
10001
N/A
PC
RESTORING THE PEEL-HARVEY ESTUARY IN SOUTHWESTERN AUSTRALIA
130,000
PARC NATURE DE POINTE-AUX-OUTARDES
4 RUE LABRIE
POINTEAUXOUTARDES
,
QUEBEC
G0H1M0
CA
N/A
PC
REFECTION OF WOODPATH IN THE DUNES
38,500
SADC DE NICOLET-BECANCOUR
19205 BOULEVARD DES ACADIENS BUREAU
102
BECANCOUR
,
QUEBEC
G9H 1M5
CA
N/A
NC
PROACTION
25,000
SOIL CONSERVATION SERVICE OF ICELAND
GUNNARSHOLT
IS-851
IC
N/A
PC
ECOSYSTEM RESTORATION OF EROSION ESCARPMENTS IN NORTH-EAST ICELAND
100,000
THE BACK LOT FOUNDATION
HEERENSTRAAT 24
PARAMARIBO
NS
N/A
PC
10 MINUTEN JEUGD JOURNAAL - 10 MINUTES KIDS NEWS
33,065
TROIS-RIVIERES FOUNDATION FOR SUSTAINABLE DEVELOPMENT
1060 RUE SAINT-FRANOIS-XAVIER
BUREAU 355
QUEBEC
G9A 1R8
CA
N/A
PC
FOREST OF TALENTS: A SOLUTION TO CLIMATE CHANGE
20,000
TROIS-RIVIERES FOUNDATION FOR SUSTAINABLE DEVELOPMENT
1060 RUE SAINT-FRANOIS-XAVIER
BUREAU 355
QUEBEC
G9A 1R8
CA
N/A
PC
FOREST OF TALENTS: A SOLUTION TO CLIMATE CHANGE
20,000
TROPENBOS SURINAME
PROF DR RUINARDLAAN
PARAMARIBO
NS
N/A
PC
SUSTAINABLE FORESTRY FOR VILLAGE DEVELOPMENT
39,781
TROPENBOS SURINAME
PROF DR RUINARDLAAN
PARAMARIBO
NS
N/A
PC
SUSTAINABLE FORESTRY FOR VILLAGE DEVELOPMENT
39,782
UNIVERSITY OF WESTERN AUSTRALIA
M361 35 STIRLING HIGHWAY
CRAWLEY
6009
AS
N/A
PC
ASPIRE UWA
188,000
WARRICK COUNTY SCHOOL CORPORATION
3344 HIGHWAY 261
NEWBURGH
,
IN
47630
N/A
PC
CASTLE ROBOTICS CLUBS
20,000
WARRICK COUNTY SCHOOL CORPORATION
2011 OLDE MILL COURT
NEWBURGH
,
IN
47630
N/A
PC
CASTLE ROBOTICS CLUBS
25,000
WESSELMAN PARK NATURE SOCIETY INC
551 N BOEKE ROAD
EVANSVILLE
,
IN
47711
N/A
PC
ALCOA FOUNDATION/WESSELMAN WOODS SUSTAINABLE LIVING INITIATIVE
50,000
WESSELMAN PARK NATURE SOCIETY INC
551 N BOEKE ROAD
EVANSVILLE
,
IN
47711
N/A
PC
ALCOA FOUNDATION/WESSELMAN WOODS SUSTAINABLE LIVING INITIATIVE
50,000
Total
.................................
3b
1,323,294
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
85,237
4
Dividends and interest from securities
....
14
2,001,625
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
900099
8,575
18
14,131,867
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
PARTNERSHIP INCOME
900099
3,855
01
10,506
b
TAX REFUND
900099
01
232
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
12,430
16,229,235
232
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
16,241,897
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11B
ALL FUNDS RECEIVED ARE USED TO FURTHER THE FOUNDATION'S EXEMPT PURPOSE
11B
OF PROVIDING FUNDING TO OTHER EXEMPT ORGANIZATIONS.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description