-
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
02-01-2019
, and ending
01-31-2020
Name of foundation
EDWIN E PERKINS FOUNDATION XXXXX0003
Number and street (or P.O. box number if mail is not delivered to street address)
10 S DEARBORN IL1-0111
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO
,
IL
60603
A Employer identification number
36-6090223
B
Telephone number (see instructions)
(800) 496-2583
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)
$
4,148,342
J
Accounting method:
Cash
Accrual
Other (specify)
(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
4
Dividends and interest from securities
...
97,344
97,291
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
274,310
b
Gross sales price for all assets on line 6a
1,324,475
7
Capital gain net income (from Part IV, line 2)
...
274,310
8
Net short-term capital gain
.........
0
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)
.......
12
Total.
Add lines 1 through 11
........
371,654
371,601
13
Compensation of officers, directors, trustees, etc.
58,905
34,570
24,335
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
5,099
2,402
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
15
15
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
64,019
36,972
0
24,350
25
Contributions, gifts, grants paid
.......
155,000
155,000
26
Total expenses and disbursements.
Add lines 24 and 25
219,019
36,972
0
179,350
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
152,635
b
Net investment income
(if negative, enter -0-)
334,629
c
Adjusted net income
(if negative, enter -0-)
...
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
.............
1,163
3,734
3,734
2
Savings and temporary cash investments
.........
47,812
40,885
40,885
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
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
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
2,474,993
2,471,601
3,181,533
c
Investments—corporate bonds (attach schedule)
.......
529,243
677,337
713,489
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
197,327
209,596
208,701
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)
3,250,538
3,403,153
4,148,342
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
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
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
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
........
3,250,538
3,403,153
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)
.....
3,250,538
3,403,153
30
Total liabilities and net assets/fund balances
(see instructions)
.
3,250,538
3,403,153
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
3,250,538
2
Enter amount from Part I, line 27a
.....................
2
152,635
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
3,403,173
5
Decreases not included in line 2 (itemize)
5
20
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
3,403,153
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
1. GILEAD SCIENCES INC
2016-02-10
2019-02-01
b
7000.147 PIMCO INV GRD CRD BND-INST
2018-08-29
2019-02-13
c
978. VANGUARD BD INDEX FD INC
2018-06-13
2019-02-13
d
5. ANALOG DEVICES INC
2018-09-13
2019-02-19
e
2. ANALOG DEVICES INC
2018-09-13
2019-02-19
6. ANALOG DEVICES INC
2018-09-13
2019-02-19
10. ANALOG DEVICES INC
2016-10-28
2019-02-19
7. ANALOG DEVICES INC
2018-09-13
2019-02-19
2. ANALOG DEVICES INC
2016-11-01
2019-02-19
8. ANALOG DEVICES INC
2016-10-27
2019-02-20
815.909 ARTISAN INTERNATIONAL-INST
2013-10-28
2019-02-22
2351.853 DODGE & INTERNATIONAL STOCK FUND
2009-08-24
2019-02-22
664.199 MFS INTL INTRINSIC VALUE-R6
2012-09-28
2019-02-22
889.203 JPM LARGE CAP GROW FD - USD - R6 ISIN US48121L8413
2011-03-24
2019-03-05
3. BIOGEN IDEC INC
2010-06-18
2019-03-14
3. BIOGEN IDEC INC
2018-10-08
2019-03-14
65. BRISTOL MYERS SQUIBB CO
2013-03-13
2019-03-14
15. DISNEY WALT CO
2016-12-08
2019-03-14
. BANK OF AMERICA CORPORATION
2019-03-20
2636.718 ARTISAN INTERNATIONAL-INST
2013-10-28
2019-04-05
7120.05 JPM EQUITY FD - USD - R6 ISIN US48121L8173
2009-08-26
2019-04-05
1889.105 MFS INTL INTRINSIC VALUE-R6
2012-09-28
2019-04-05
4275.269 PARNASSUS EQTY INCOME FD-INS
2012-07-18
2019-04-05
3.277 DOW INC
2018-04-09
2019-04-08
8.723 DOW INC
2017-02-22
2019-04-08
2. DOW INC
2017-02-22
2019-04-08
1. DOW INC
2017-02-22
2019-04-08
15. DOW INC
2015-06-18
2019-04-08
7. DOW INC
2015-07-15
2019-04-08
2. DOW INC
2015-07-15
2019-04-09
. DOW INC
2019-04-23
12. OCCIDENTAL PETE CORP
2018-08-09
2019-04-25
15. OCCIDENTAL PETE CORP
2009-08-25
2019-04-25
28. OCCIDENTAL PETE CORP
2009-08-25
2019-04-25
6. OCCIDENTAL PETE CORP
2009-08-25
2019-05-01
1. OCCIDENTAL PETE CORP
2009-08-25
2019-05-01
4. REGENERON PHARMACEUTICALS INC
2019-01-24
2019-05-01
1. REGENERON PHARMACEUTICALS INC
2019-01-24
2019-05-01
18. OCCIDENTAL PETE CORP
2009-08-25
2019-05-02
1. OCCIDENTAL PETE CORP
2017-02-10
2019-05-02
1. OCCIDENTAL PETE CORP
2017-02-10
2019-05-02
4. OCCIDENTAL PETE CORP
2017-02-10
2019-05-02
2. OCCIDENTAL PETE CORP
2017-02-10
2019-05-02
2. OCCIDENTAL PETE CORP
2017-02-13
2019-05-03
6. OCCIDENTAL PETE CORP
2017-02-13
2019-05-03
1. PRUDENTIAL FINL INC
2018-12-21
2019-05-14
13. PRUDENTIAL FINL INC
2018-12-21
2019-05-14
6. PRUDENTIAL FINL INC
2018-12-21
2019-05-14
3. PRUDENTIAL FINL INC
2018-12-21
2019-05-14
3. PRUDENTIAL FINL INC
2018-12-21
2019-05-14
20. SCHWAB CHARLES CORP NEW
2015-10-19
2019-05-15
17. SCHWAB CHARLES CORP NEW
2015-01-14
2019-05-16
5. SCHWAB CHARLES CORP NEW
2015-01-14
2019-05-16
11. SCHWAB CHARLES CORP NEW
2015-01-15
2019-05-16
15. MEDTRONIC PLC
2018-07-18
2019-05-16
11. MEDTRONIC PLC
2018-04-09
2019-05-16
2. MEDTRONIC PLC
2018-07-18
2019-05-16
6. MEDTRONIC PLC
2018-04-09
2019-05-17
9. MEDTRONIC PLC
2018-04-06
2019-05-17
4. PARKER HANNIFIN CORP
2018-01-11
2019-05-20
5. PARKER HANNIFIN CORP
2018-01-11
2019-05-20
2. PARKER HANNIFIN CORP
2018-01-11
2019-05-20
18. DELTA AIR LINES INC DEL NEW
2017-12-13
2019-06-05
6. DELTA AIR LINES INC DEL NEW
2017-12-13
2019-06-05
22. PHILIP MORRIS INTERNATIONAL
2017-04-24
2019-06-05
6. DELTA AIR LINES INC DEL NEW
2017-12-13
2019-06-06
6. DELTA AIR LINES INC DEL NEW
2017-12-13
2019-06-06
1. DELTA AIR LINES INC DEL NEW
2017-12-13
2019-06-06
1. DELTA AIR LINES INC DEL NEW
2017-12-13
2019-06-07
1. DELTA AIR LINES INC DEL NEW
2017-12-13
2019-06-07
1. DELTA AIR LINES INC DEL NEW
2017-12-13
2019-06-07
1. DELTA AIR LINES INC DEL NEW
2017-12-13
2019-06-07
54. BANK OF AMERICA CORPORATION
2013-04-18
2019-06-10
12. DOLLAR TREE INC
2017-10-27
2019-06-10
43. WELLS FARGO & CO NEW
2001-05-11
2019-06-10
13. DOLLAR TREE INC
2017-10-27
2019-06-11
4. DOLLAR TREE INC
2018-12-17
2019-06-11
4. DOLLAR TREE INC
2018-12-17
2019-06-11
1515.449 DIAMOND HILL LONG/SHORT-Y
2018-11-08
2019-06-14
4. ADOBE SYS INC
2012-08-03
2019-06-27
. AMGEN INC
2019-07-17
4. SVB FINANCIAL GROUP
2015-02-05
2019-08-14
2. SVB FINANCIAL GROUP
2015-02-05
2019-08-14
6. APTIV PLC
2018-04-26
2019-08-14
3. APTIV PLC
2018-04-26
2019-08-14
9. APTIV PLC
2017-05-18
2019-08-14
5. SVB FINANCIAL GROUP
2015-02-05
2019-08-15
17. APTIV PLC
2017-05-18
2019-08-15
700. ISHARES MISCI EAFE INDEX FUND
2015-07-31
2019-08-23
. GENERAL MOTORS CO
2019-09-05
360. ISHARES TR BARCLAYS MBS BD FD
2019-02-13
2019-09-19
494. VANGUARD BD INDEX FD INC
2019-03-05
2019-09-23
21. DISNEY WALT CO
2016-10-27
2019-10-25
5. ACCENTURE PLC
2014-01-15
2019-10-25
7. ACCENTURE PLC
2014-01-15
2019-10-28
. NORTEL NETWORKS CORP NEW
2019-11-05
14. NISOURCE INC
2015-01-14
2019-11-11
17. NISOURCE INC
2013-10-17
2019-11-11
14. NISOURCE INC
2013-02-27
2019-11-12
35. NISOURCE INC
2013-02-26
2019-11-12
3. NISOURCE INC
2013-02-26
2019-11-12
4. NISOURCE INC
2013-02-26
2019-11-13
22. CELGENE CORP.
2010-04-15
2019-11-21
60. CELGENE CORP.
2019-03-14
2019-11-21
32. RTS BRISTOL-MYERS SQUIBB-CVR
2019-11-21
2019-11-25
3. RTS BRISTOL-MYERS SQUIBB-CVR
2019-11-21
2019-11-25
1. RTS BRISTOL-MYERS SQUIBB-CVR
2019-11-21
2019-11-25
652. ISHARES MISCI EAFE INDEX FUND
2015-07-31
2019-11-25
5164.24 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070
2014-02-04
2019-11-25
40. RTS BRISTOL-MYERS SQUIBB-CVR
2019-11-21
2019-11-26
6. RTS BRISTOL-MYERS SQUIBB-CVR
2019-11-21
2019-11-27
6. ABBVIE INC
2019-11-11
2019-12-06
1. ADOBE SYS INC
2012-08-03
2019-12-06
2. ALEXION PHARMACEUTICALS INC
2019-03-14
2019-12-06
1. ALPHABET INC-CL C
2019-10-25
2019-12-06
1. AMAZON COM INC
2019-10-25
2019-12-06
5. AMERICAN EXPRESS CO
2019-06-10
2019-12-06
6. APPLE COMPUTER INC
2009-08-25
2019-12-06
2. AUTOMATIC DATA PROCESSING INC
2019-08-14
2019-12-06
20. BANK OF AMERICA CORPORATION
2013-04-18
2019-12-06
3. BERKSHIRE HATHAWAY INC DEL CL B
2018-09-11
2019-12-06
11. BOSTON SCIENTIFIC CORP
2016-09-15
2019-12-06
7. BRISTOL MYERS SQUIBB CO
2019-11-21
2019-12-06
3. BROADCOM INC
2013-04-25
2019-12-06
2. CHARTER COMMUNICATIONS INC-A
2018-04-13
2019-12-06
8. CITIGROUP INC NEW
2017-05-15
2019-12-06
6. COCA-COLA CO
2018-04-16
2019-12-06
16. COMCAST CORP NEW CL A
2019-05-14
2019-12-06
7. CORTEVA INC
2018-04-06
2019-12-06
2. DIAMONDBACK ENERGY INC
2019-01-08
2019-12-06
2. DISNEY WALT CO
2016-10-27
2019-12-06
4. DUPONT DE NEMOURS INC-WI
2018-04-06
2019-12-06
5. EOG RESOURCES INC
2016-08-05
2019-12-06
3. ELECTRONIC ARTS
2018-09-20
2019-12-06
2. FACEBOOK INC-A
2014-07-25
2019-12-06
4. FIDELITY NATL INFORMATION SVCS INC
2019-08-14
2019-12-06
7. FISERV INC
2019-07-30
2019-12-06
2. GENERAL DYNAMICS CORP
2017-02-10
2019-12-06
3. HOME DEPOT INC
2011-09-29
2019-12-06
5. HONEYWELL INTL INC
2009-12-16
2019-12-06
2. INTERCONTINENTALEXCHANGE GROUP, INC
2017-02-01
2019-12-06
16. KEYCORP NEW
2018-10-08
2019-12-06
3. LILLY ELI & CO
2015-06-12
2019-12-06
3. LOWES COS INC
2011-09-28
2019-12-06
8. MARATHON PETROLEUM CORPORATION
2018-09-20
2019-12-06
3. MASTERCARD INC - CLASS A
2009-08-25
2019-12-06
1. MCDONALDS CORP
2019-06-10
2019-12-06
6. MERCK & CO INC
2019-03-14
2019-12-06
15. MICROSOFT CORP
2009-08-25
2019-12-06
8. MONDELEZ INTERNATIONAL-W/I
2016-02-24
2019-12-06
13. MORGAN STANLEY DEAN WITTER & CO NEW
2016-02-25
2019-12-06
2. NEXTERA ENERGY INC
2018-07-18
2019-12-06
3. NORFOLK SOUTHN CORP
2018-05-15
2019-12-06
1. NORTHROP GRUMMAN CORP
2019-05-20
2019-12-06
2. NVIDIA CORP
2018-10-08
2019-12-06
1. O'REILLY AUTOMOTIVE INC
2017-05-05
2019-12-06
5. PAYPAL HOLDINGS INC
2019-01-23
2019-12-06
4. PEPSICO INC
2018-05-22
2019-12-06
16. PFIZER INC
2018-10-30
2019-12-06
2. PHILIP MORRIS INTERNATIONAL
2017-04-24
2019-12-06
2. PIONEER NAT RES CO
2015-12-09
2019-12-06
4. PROCTER & GAMBLE CO
2019-06-05
2019-12-06
2. QUALCOMM INC
2019-05-01
2019-12-06
3. ROSS STORES INC
2018-12-11
2019-12-06
4. SALESFORCE.COM INC
2018-10-08
2019-12-06
2. STANLEY BLACK & DECKER,INC.
2015-11-12
2019-12-06
5. TEXAS INSTRS INC
2019-02-19
2019-12-06
2. UNION PAC CORP
2018-02-22
2019-12-06
1. UNITED TECHNOLOGIES CORP
2017-12-12
2019-12-06
4. UNITEDHEALTH GROUP INC
2011-09-16
2019-12-06
1. VERTEX PHARMACEUTICALS INC
2011-12-15
2019-12-06
2. VISA INC CLASS A SHARES
2015-10-19
2019-12-06
2. WASTE CONNECTIONS INC
2016-08-10
2019-12-06
6. WELLS FARGO & CO NEW
2001-05-11
2019-12-06
1. WEX INC
2016-05-02
2019-12-06
2. YUM BRANDS INC
2018-11-29
2019-12-06
4. ZIMMER HLDGS INC
2018-04-26
2019-12-06
3. ALLEGION PLC
2015-11-18
2019-12-06
1. ACCENTURE PLC
2014-04-22
2019-12-06
5. LINDE PLC
2019-08-14
2019-12-06
4. CHUBB LTD
2012-01-09
2019-12-06
3. NXP SEMICONDUCTORS NV
2019-02-20
2019-12-06
1926.777 EQUINOX IMP SYSTEM MACRO-I
2018-11-13
2019-12-09
. AMERICAN INTL GROUP INC
2020-01-02
2016.155 CRM LNG/SHRT OPPORT-INST
2018-11-16
2020-01-09
8. CORTEVA INC
2017-02-22
2020-01-13
6. CORTEVA INC
2017-02-22
2020-01-13
4.998 CORTEVA INC
2019-06-27
2020-01-14
2.002 CORTEVA INC
2017-02-22
2020-01-14
8. CORTEVA INC
2019-06-27
2020-01-14
3. CORTEVA INC
2019-06-27
2020-01-14
2. CORTEVA INC
2019-06-27
2020-01-14
1. CORTEVA INC
2019-06-27
2020-01-14
9. CORTEVA INC
2019-04-08
2020-01-15
11. CORTEVA INC
2019-04-08
2020-01-15
4. CORTEVA INC
2019-06-28
2020-01-15
1. CORTEVA INC
2019-06-28
2020-01-15
1.333 CORTEVA INC
2019-06-28
2020-01-15
3.667 CORTEVA INC
2015-06-18
2020-01-15
7. CORTEVA INC
2015-07-15
2020-01-15
1855.117 CRM LNG/SHRT OPPORT-INST
2018-11-16
2020-01-16
3. CORTEVA INC
2015-07-15
2020-01-16
2. CORTEVA INC
2015-07-15
2020-01-16
1. CORTEVA INC
2015-07-15
2020-01-16
1934.787 EQUINOX IMP SYSTEM MACRO-I
2018-11-13
2020-01-16
23. QUALCOMM INC
2019-05-01
2020-01-23
11. EOG RESOURCES INC
2016-05-02
2020-01-28
2. EOG RESOURCES INC
2016-05-02
2020-01-28
1. EOG RESOURCES INC
2016-05-02
2020-01-29
1. EOG RESOURCES INC
2016-05-02
2020-01-29
1. EOG RESOURCES INC
2016-05-25
2020-01-29
8. EOG RESOURCES INC
2016-05-23
2020-01-29
8. EOG RESOURCES INC
2016-05-20
2020-01-29
8. EOG RESOURCES INC
2016-03-07
2020-01-29
11. EOG RESOURCES INC
2016-03-07
2020-01-30
3. EOG RESOURCES INC
2016-03-07
2020-01-30
CAPITAL GAIN DIVIDENDS
P
(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
70
88
-18
b
70,771
70,736
35
c
77,056
76,422
634
d
523
461
62
e
209
184
25
630
553
77
1,043
638
405
730
644
86
210
127
83
847
506
341
24,118
24,447
-329
95,344
70,261
25,083
27,372
17,804
9,568
35,248
19,439
15,809
961
138
823
961
1,027
-66
3,198
2,731
467
1,715
1,599
116
63
63
81,211
78,668
2,543
111,785
58,896
52,889
80,721
50,638
30,083
191,917
125,015
66,902
187
215
-28
498
567
-69
114
129
-15
57
64
-7
858
893
-35
401
377
24
114
107
7
38
38
745
932
-187
932
1,130
-198
1,739
2,048
-309
346
439
-93
58
73
-15
1,364
1,665
-301
340
407
-67
1,032
1,279
-247
57
69
-12
57
69
-12
230
274
-44
115
136
-21
116
135
-19
349
400
-51
98
80
18
1,279
1,035
244
593
478
115
293
239
54
297
239
58
856
579
277
741
475
266
217
135
82
478
295
183
1,322
1,322
972
872
100
177
176
1
528
474
54
795
700
95
652
833
-181
816
1,041
-225
326
416
-90
989
964
25
330
321
9
1,699
2,469
-770
329
321
8
327
321
6
55
53
2
55
53
2
55
53
2
56
53
3
55
53
2
1,523
1,565
-42
1,246
1,109
137
1,995
980
1,015
1,386
1,191
195
427
346
81
426
346
80
39,993
40,679
-686
1,175
128
1,047
11
11
763
493
270
380
240
140
477
523
-46
241
261
-20
718
750
-32
934
601
333
1,348
1,204
144
43,368
45,344
-1,976
11
11
38,867
37,784
1,083
39,856
38,949
907
2,758
2,105
653
916
417
499
1,286
572
714
20
20
367
216
151
444
245
199
365
153
212
911
340
571
78
29
49
105
39
66
2,377
1,035
1,342
6,482
5,614
868
67
74
-7
6
7
-1
2
2
44,666
38,767
5,899
117,951
89,535
28,416
85
92
-7
13
14
-1
522
513
9
306
32
274
228
269
-41
1,343
1,260
83
1,751
1,720
31
604
615
-11
1,622
145
1,477
340
328
12
674
227
447
668
642
26
485
257
228
420
395
25
948
118
830
941
612
329
607
491
116
327
268
59
708
688
20
177
231
-54
167
210
-43
296
188
108
254
379
-125
370
451
-81
309
342
-33
402
151
251
554
524
30
802
735
67
367
368
-1
643
101
542
878
210
668
188
117
71
315
328
-13
360
254
106
350
60
290
481
652
-171
871
62
809
195
201
-6
533
489
44
2,274
369
1,905
430
315
115
647
319
328
469
339
130
573
453
120
345
313
32
425
537
-112
445
252
193
521
452
69
550
399
151
612
681
-69
166
224
-58
269
290
-21
497
427
70
168
173
-5
342
242
100
632
605
27
319
212
107
612
538
74
345
267
78
147
124
23
1,121
202
919
223
31
192
364
154
210
182
107
75
326
137
189
200
94
106
197
184
13
595
460
135
369
198
171
203
80
123
1,028
931
97
609
280
329
357
283
74
18,709
19,499
-790
51
51
20,343
20,283
60
227
260
-33
171
194
-23
143
149
-6
57
65
-8
229
238
-9
86
89
-3
57
59
-2
28
30
-2
258
266
-8
315
325
-10
115
118
-3
29
30
-1
38
39
-1
105
101
4
200
192
8
18,625
18,662
-37
87
81
6
58
54
4
29
27
2
19,019
19,580
-561
2,113
1,989
124
848
931
-83
154
165
-11
77
83
-6
77
83
-6
77
83
-6
604
658
-54
613
649
-36
605
636
-31
818
796
22
225
217
8
16,833
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
-18
b
35
c
634
d
62
e
25
77
405
86
83
341
-329
25,083
9,568
15,809
823
-66
467
116
63
2,543
52,889
30,083
66,902
-28
-69
-15
-7
-35
24
7
38
-187
-198
-309
-93
-15
-301
-67
-247
-12
-12
-44
-21
-19
-51
18
244
115
54
58
277
266
82
183
100
1
54
95
-181
-225
-90
25
9
-770
8
6
2
2
2
3
2
-42
137
1,015
195
81
80
-686
1,047
11
270
140
-46
-20
-32
333
144
-1,976
11
1,083
907
653
499
714
20
151
199
212
571
49
66
1,342
868
-7
-1
5,899
28,416
-7
-1
9
274
-41
83
31
-11
1,477
12
447
26
228
25
830
329
116
59
20
-54
-43
108
-125
-81
-33
251
30
67
-1
542
668
71
-13
106
290
-171
809
-6
44
1,905
115
328
130
120
32
-112
193
69
151
-69
-58
-21
70
-5
100
27
107
74
78
23
919
192
210
75
189
106
13
135
171
123
97
329
74
-790
51
60
-33
-23
-6
-8
-9
-3
-2
-2
-8
-10
-3
-1
-1
4
8
-37
6
4
2
-561
124
-83
-11
-6
-6
-6
-54
-36
-31
22
8
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
274,310
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
159,826
3,930,653
0.040661
2017
166,758
3,892,546
0.04284
2016
190,671
3,539,860
0.053864
2015
186,380
3,729,989
0.049968
2014
187,026
3,882,780
0.048168
2
Total
of line 1, column (d)
.....................
2
0.235501
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
0.0471
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
3,968,817
5
Multiply line 4 by line 3
......................
5
186,931
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
3,346
7
Add lines 5 and 6
........................
7
190,277
8
Enter qualifying distributions from Part XII, line 4
,.............
8
179,350
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
6,693
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
6,693
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
6,693
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
3,700
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
7
Total credits and payments. Add lines 6a through 6d
..............
7
3,700
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
2,993
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
0
Refunded
11
0
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
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)
IL
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
No
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
14
The books are in care of
JPMORGAN CHASE BANK NA
Telephone no.
(800) 496-2583
Located at
10 S DEARBORN IL1-0111
CHICAGO
IL
ZIP+4
60603
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
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
JP MORGAN CHASE
TRUSTEE
2
46,905
10 S DEARBORN IL1-0111
CHICAGO
,
IL
60603
THOMAS J O'NEIL
TRUSTEE
1
6,000
1720 SENDERO LANE
BOISE
,
ID
83712
CATHERINE S WILLIFORD
TRUSTEE
1
6,000
39270 PASE PADRE PARKWAY 704
FREMONT
,
CA
94538
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
NONE
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
.........................
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
3,960,559
b
Average of monthly cash balances
.......................
1b
68,697
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
4,029,256
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
4,029,256
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
60,439
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
3,968,817
6
Minimum investment return.
Enter 5% of line 5
..................
6
198,441
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
198,441
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
6,693
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
6,693
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
191,748
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
191,748
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
191,748
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
179,350
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
179,350
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
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
179,350
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
191,748
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
145,156
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
0
b
From 2015
......
0
c
From 2016
......
0
d
From 2017
......
0
e
From 2018
......
0
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
179,350
a
Applied to 2018, but not more than line 2a
145,156
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
.....
34,194
e
Remaining amount distributed out of corpus
0
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
0
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
..........
157,554
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)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
0
b
Excess from 2016
....
0
c
Excess from 2017
....
0
d
Excess from 2018
....
0
e
Excess from 2019
....
0
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 e-mail address of the person to whom applications should be addressed:
JPMorgan Chase Bank NA
attn Neil V Meltzer
Skokie Blvd
,
IL
60062
(847) 239-8357
b
The form in which applications should be submitted and information and materials they should include:
written application including budget
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
IRC Section 501 C 3 orgnizations
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
MAJI DEVELOPMENT COALITION
PO BOX 17652
PORTLAND
,
ME
97217
NONE
PC
GENERAL
5,000
Compass Institute
2415 SHIBLEY AVE
San Jose
,
CA
95125
NONE
PC
GENERAL
5,000
ST ALPHONSUS FOUNDATION INC
6090 EMERALD ST
BOISE
,
ID
83704
NONE
PC
PROGRAM SUPPORT
15,000
HASTINGS COLLEGE
710 N TURNER AVE
HASTINGS
,
NE
68901
NONE
PC
PROGRAM SUPPORT
8,000
WOOD RIVER COMMUNITY YMCA
PO BOX 6801
KETCHAM
,
ID
83340
NONE
PC
PROGRAM SUPPORT
1,000
STANFORD UNIVERSITY
450 SERRA MALL
STANFORD
,
CA
94305
NONE
PC
PROGRAM SUPPORT
5,000
Young Men's Christian Association
of Boise City Idaho
1177 W STATE STREET
Boise
,
ID
83702
NONE
PC
GENERAL
75,000
IDAHO SHAKESPEARE FESTIVAL INC
520 S 9TH ST
BOISE
,
ID
83702
NONE
PC
PROGRAM SUPPORT
1,000
ECOLOGY CENTER
2530 SAN PABLE AVE
BERKELEY
,
CA
94702
NONE
PC
PROGRAM SUPPORT
10,000
SIERRA HARVEST
313 RAILROAD AVE STE 201
NEVADA CITY
,
CA
95959
NONE
PC
PROGRAM SUPPORT
30,000
Total
.................................
3a
155,000
b
Approved for future payment
Total
.................................
3b
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
...........
4
Dividends and interest from securities
....
14
97,344
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
............
18
274,310
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
371,654
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
371,654
(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.)
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