-
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
THE RICHARD S AND ALITA ROGERS FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
808 BRICKELL KEY DR APT 3404
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MIAMI
,
FL
33131
A Employer identification number
46-1469889
B
Telephone number (see instructions)
(330) 315-3100
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)
$
7,336,701
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
...
91,613
91,613
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
112,314
b
Gross sales price for all assets on line 6a
1,038,808
7
Capital gain net income (from Part IV, line 2)
...
112,314
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
6,635
b
Less: Cost of goods sold
....
4,688
c
Gross profit or (loss) (attach schedule)
.....
1,947
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
205,874
203,927
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)
.........
b
Accounting fees (attach schedule)
.......
1,335
0
0
c
Other professional fees (attach schedule)
....
22,538
0
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
2,700
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
105
0
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
26,678
0
0
25
Contributions, gifts, grants paid
.......
81,733
81,733
26
Total expenses and disbursements.
Add lines 24 and 25
108,411
0
81,733
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
97,463
b
Net investment income
(if negative, enter -0-)
203,927
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
.............
193,890
110,660
110,660
2
Savings and temporary cash investments
.........
1,108,818
2,173,320
2,173,320
3
Accounts receivable
Less: allowance for doubtful accounts
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
..............
3,133,639
3,128,951
3,128,951
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
1,787,531
903,350
1,134,938
c
Investments—corporate bonds (attach schedule)
.......
623,808
641,482
656,495
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
125,840
132,337
132,337
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
6,973,526
7,090,100
7,336,701
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
)
25,654
44,765
23
Total liabilities
(add lines 17 through 22)
.........
25,654
44,765
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
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
6,947,872
7,045,335
29
Total net assets or fund balances
(see instructions)
.....
6,947,872
7,045,335
30
Total liabilities and net assets/fund balances
(see instructions)
.
6,973,526
7,090,100
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
6,947,872
2
Enter amount from Part I, line 27a
.....................
2
97,463
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
7,045,335
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
7,045,335
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
PUBLICLY TRADED SECURITIES
b
CAPITAL GAINS DIVIDENDS
P
c
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
1,031,928
926,494
105,434
b
6,880
6,880
c
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
105,434
b
6,880
c
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
112,314
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
169,117
3,675,518
0.046012
2017
137,925
3,692,857
0.037349
2016
1,023,484
3,896,584
0.262662
2015
974,507
5,061,009
0.192552
2014
282,324
5,254,247
0.053733
2
Total
of line 1, column (d)
.....................
2
0.592308
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
0.118462
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
3,907,368
5
Multiply line 4 by line 3
......................
5
462,875
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
2,039
7
Add lines 5 and 6
........................
7
464,914
8
Enter qualifying distributions from Part XII, line 4
,.............
8
81,733
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
4,079
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
4,079
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
4,079
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
2,027
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
2,027
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
18
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
2,070
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
Refunded
11
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
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)
OH
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
No
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
N/A
14
The books are in care of
RICHARD S ROGERS
Telephone no.
(330) 315-3100
Located at
808 BRICKELL KEY DRIVE APT 3404
MIAMI
FL
ZIP+4
33131
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
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
RICHARD S ROGERS
DIRECTOR
2.00
0
0
0
808 BRICKELL KEY DRIVE APT 3404
MIAMI
,
FL
33131
ALITA A ROGERS
DIRECTOR
2.00
0
0
0
808 BRICKELL KEY DRIVE APT 3404
MIAMI
,
FL
33131
SARAH ROGERS MORRIS
DIRECTOR
1.00
0
0
0
808 BRICKELL KEY DRIVE APT 3404
MIAMI
,
FL
33131
MADELINE ROGERS
DIRECTOR
1.00
0
0
0
808 BRICKELL KEY DRIVE APT 3404
MIAMI
,
FL
33131
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
.........................
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
3,799,344
b
Average of monthly cash balances
.......................
1b
167,527
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
3,966,871
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
3,966,871
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
59,503
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
3,907,368
6
Minimum investment return.
Enter 5% of line 5
..................
6
195,368
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
195,368
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
4,079
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
4,079
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
191,289
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
191,289
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
191,289
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
81,733
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
81,733
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
81,733
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
191,289
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
......
b
From 2015
......
687,862
c
From 2016
......
830,169
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
1,518,031
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
81,733
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
.....
81,733
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
109,556
109,556
(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
1,408,475
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)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,408,475
10
Analysis of line 9:
a
Excess from 2015
....
578,306
b
Excess from 2016
....
830,169
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
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
AKRON ART MUSEUM
ONE SOUTH HIGH STREET
AKRON
,
OH
44308
PC
TO PROVIDE SUPPORT FOR THE AWARENESS, INTEREST, AND EDUCATION OF THE FINE ARTS.
1,000
AKRON CHILDREN'S HOSPITAL
ONE PERKINS SQUARE
AKRON
,
OH
44308
PC
TO PROVIDE SUPPORT FOR THE CHILDREN'S HOSPITAL MEDICAL CENTER.
3,000
AKRON COMMUNITY FOUNDATION
345 WEST CEDAR STREET
AKRON
,
OH
44307
PC
TO PROVIDE SUPPORT TO IMPROVE THE QUALITY OF LIFE IN GREATER AKRON AREA.
500
AKRON SOUL TRAIN
191 S MAIN STREET
AKRON
,
OH
44308
PC
TO PROVIDE SUPPORT FOR THE VISION OF A RESIDENTIAL VILLAGE FOR CREATIVE SOULS TO FURTHER THEIR ARTISTIC WORK.
500
AKRON SYMPHONY ORCHESTRA
92 NORTH MAIN STREET
AKRON
,
OH
44308
PC
TO PROVIDE SUPPORT TO THE SYMPHONY.
2,000
AKRON-CANTON REGIONAL FOODBANK INC
350 OPPORTUNITY PARKWAY
AKRON
,
OH
44307
PC
TO PROVIDE FOOD AND OTHER PRODUCTS FOR PEOPLE IN NEED.
200
AMIGOS DE LAS AMERICAS
1800 WEST LOOP SOUTH SUITE 1325
HOUSTON
,
TX
77027
PC
TO INSPIRE AND BUILD YOUNG LEADERS THROUGH COLLABORATIVE COMMUNITY DEVELOPMENT AND IMMERSION IN CROSS-CULTURAL EXPERIENCES.
1,000
ARCHIE BRAY FOUNDATION
2915 COUNTRY CLUB AVENUE
HELENA
,
MT
59602
PC
TO SUPPORT THE MISSION OF PROMOTING THE CERAMIC ARTS AND PROVIDING A PLACE FOR ALL INTERESTED IN THE CERAMIC ARTS A PLACE TO LEARN THE CRAFT.
2,000
BOYS AND GIRLS CLUB OF THE WESTERN RESERVE INC
889 JONATHAN AVENUE
AKRON
,
OH
44306
PC
TO PROVIDE SUPPORT FOR THE ORGANIZATION'S ACTIVITIES.
100
CASCADE LOCKS PARK ASSOCIATION
248 FERNDALE STREET
AKRON
,
OH
44304
PC
TO PROVIDE SUPPORT IN THE PRESERVATION OF THE LOCKS PARK.
500
CHICAGO PUBLIC LIBRARY FOUNDATION
20 NORTH MICHIGAN AVENUE SUITE 520
CHICAGO
,
IL
60602
PC
TO PROVIDE SUPPORT FOR ENSURING THAT ALL CHICAGOANS HAVE THE FREEDOM TO READ, TO LEARN AND TO DISCOVER.
1,000
CHICAGO WOMEN IN ARCHITECTURE FOUNDATION
321 N CLARK STREET SUITE 500
CHICAGO
,
IL
60654
PC
TO PROVIDE SUPPORT TO WOMEN IN ARCHITECTURE.
1,000
CHILD GUIDANCE & FAMILY SOLUTIONS
18 NORTH FORGE STREET
AKRON
,
OH
44304
PC
TO PROVIDE BEHAVIORAL HEALTH SERVICES TO CHILDREN, FAMILIES, AND ADULTS.
500
CHILDREN'S CONCERT SOCIETY UNIVERSITY OF AKRON
198 HILL STREET
AKRON
,
OH
44325
PC
TO PROVIDE SUPPORT FOR MUSIC PROGRAMS.
1,000
CLEVELAND MUSEUM OF ART
11150 EAST BOULEVARD
CLEVELAND
,
OH
44106
PC
TO SUPPORT THE ARTS.
1,000
COLEMAN PROFESSIONAL SERVICES
5982 RHODES ROAD
KENT
,
OH
44240
PC
THE GRANTEE PROVIDES BEHAVIORAL HEALTH SERVICES.
400
CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK
1403 WEST HINES HILLS ROAD
PENINSULA
,
OH
44264
PC
TO PROVIDE SUPPORT FOR THE PARK AND PROVIDE SERVICES TO ENHANCE PUBLIC USE AND ENJOYMENT OF THE PARK.
2,000
CUYAHOGA VALLEY COUNTRYSIDE CONSERVANCY
2179 EVERETT ROAD
PENINSULA
,
OH
44264
PC
TO SUPPORT COMMUNITY BASED FOOD SYSTEMS THROUGHOUT NORTHEAST OHIO.
8,333
DANCE CLEVELAND
13110 SHAKER SQUARE
CLEVELAND
,
OH
44120
PC
TO PROVIDE SUPPORT FOR DANCE CLASSES, EDUCATIONAL RESIDENCIES AND LECTURES.
2,000
EDGAR MILLER LEGACY
1734 NORTH WELLS STREET APARTMENT 8
CHICAGO
,
IL
60614
PC
TO PROVIDE SUPPORT FOR THE ARTS.
500
EVERSON MUSEUM OF ART
401 HARRISON STREET
SYRACUSE
,
NY
13202
PC
TO SUPPORT THE MISSION OF THE MUSEUM TO CONDUCT CULTURAL, CHARITABLE AND EDUCATIONAL ACTIVITIES.
2,000
FOURTH DAY CHURCH SCHOOL
126 E CHESTNUT STREET
CHICAGO
,
IL
60611
PC
TO SUPPORT A DAY SCHOOL OF THE FOURTH PRESBYTERIAN CHURCH LOCATED IN CHICAGO, ILLINOIS.
1,000
FRIENDS OF WKSU
1613 EAST SUMMIT STREET
KENT
,
OH
44242
PC
TO PROVIDE SUPPORT FOR THE MEDIA ARTS.
100
FRIENDS OF WLRN
PO BOX 19731
MIAMI
,
FL
33101
PC
TO PROVIDE SUPPORT FOR THE ORGANIZATION'S MISSION OF PROVIDING SUPPORT TO WLRN PUBLIC RADIO (NPR 91.3 FM, 101 FM AND WKWM 91.5) AND TELEVISION (PBC CHANNEL 17) WHOSE MISSION IS TO PROVIDE INFORMATION, ENTERTAINMENT, AND LIFE-LONG LEARNING SERVICES TO SOUTH FLORIDA.
100
GRACE HOUSE AKRON INC
846 CHINOOK AVENUE
AKRON
,
OH
44305
PC
TO SUPPORT THE ORGANIZATION'S MISSION OF PROVIDING A CARING ENVIRONMENT TO INDIVIDUALS WITH A TERMINAL ILLNESS WHO ARE ENROLLED IN A HOSPICE PROGRAM.
2,500
GROUNDWORKS DANCE THEATER
13125 SHAKER SQUARE SUITE 102
CLEVELAND
,
OH
44120
PC
TO PROVIDE SUPPORT FOR PUBLIC AWARENESS OF DANCE THEATER.
2,000
HIRAM COLLEGE DEVELOPMENT OFFICE
PO BOX 67
HIRAM
,
OH
44234
PC
TO PROVIDE SUPPORT FOR SCHOLARSHIPS, CAMPUS PRESERVATION, CLASSROOM RESOURCES AND OTHER INITIATIVES.
100
IDEASTREAM 903 WCPN
1375 EUCLID AVENUE
CLEVELAND
,
OH
44115
PC
TO PROVIDE SUPPORT TO STRENGTHEN THE COMMUNITY THROUGH MULTIPLE MEDIA PUBLIC SERVICE.
1,000
KEEP AKRON BEAUTIFUL
850 EAST MARKET STREET
AKRON
,
OH
44305
PC
TO PROVIDE SUPPORT FOR THE ENVIRONMENTAL MANAGEMENT OF THE CITY OF AKRON.
2,000
LANDMARKS ILLINOIS
30 N MICHIGAN AVENUE SUITE 2020
CHICAGO
,
IL
60602
PC
TO PROVIDE SUPPORT FOR THE ORGANIZATION'S MISSION OF INSPIRING PEOPLE TO SAVE HISTORIC PLACES THAT MATTER THROUGHOUT ILLINOIS.
500
LIGHTON INTERNATIONAL ARTISTS EXCHANGE
1055 BROADWAY SUITE 130
KANSAS CITY
,
MO
64105
PC
TO SUPPORT ARTISTS WHO UTILIZE THE EXCHANGE. THIS IS A FUND OF THE GREATER KANSAS CITY COMMUNITY FOUNDATION.
200
LOTUS HOUSE WOMEN'S SHELTER
1514 NW 2ND AVENUE 1
MIAMI
,
FL
33136
PC
TO PROVIDE SUPPORT, EDUCATION, ADVANCEMENT AND SOCIAL INCLUSION OF POOR, DISADVANTAGED AND HOMELESS WOMEN AND CHILDREN.
1,000
MIAMI SYMPHONY ORCHESTRA
3900 N MIAMI AVENUE
MIAMI
,
FL
33127
PC
TO SUPPORT THE SYMPHONY ORCHESTRA, ONE OF THE CULTURAL FLAGSHIPS OF SOUTH FLORIDA.
1,000
MUSEUM OF CONTEMPORARY ART CLEVEAND
11400 EUCLID AVE
CLEVELAND
,
OH
44106
PC
TO SUPPORT CONTEMPORARY ART BY PUSHING THE BOUNDARIES OF INNOVATION, CREATIVITY AND EXPLORATION THROUGH EXHIBITIONS, PUBLICATIONS, EDUCATION, AND OUTREACH PROGRAMS.
3,000
NATIONAL COUNCIL ON EDUCATION FOR THE CERAMIC ARTS
4845 PEARL EAST CIRCLE SUITE 101
BOULDER
,
CO
80301
PC
TO PROVIDE SUPPORT FOR THE CERAMIC ARTS.
5,000
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH STREET NORTHWEST SUITE 700
WASHINGTON
,
DC
20001
PC
TO PROVIDE SUPPORT TO STRENTHEN AND PROTECT AMERICA'S NATIONAL PARKS.
1,000
NATIONAL PUBLIC RADIO INC
1111 NORTH CAPITOL STREET NORTHEAST
WASHINGTON
,
DC
20002
PC
TO PROVIDE SUPPORT TO CREATE A MORE INFORMED PUBLIC THROUGH RADIO PROGRAMMING.
1,000
NIGHTLIGHT THEATER
30 N HIGH ST
AKRON
,
OH
44308
PC
TO SUPPORT THE ORGANIZATION'S MISSION OF ADVANCING INDEPENDENT CINEMA.
300
OHIO & ERIE CANALWAY COALITION
47 WEST EXCHANGE STREET
AKRON
,
OH
44308
PC
TO PROVIDE SUPPORT FOR PRESERVATION OF THE OHIO & ERIE CANALS
100
OHIO ENVIRONMENTAL COUNCIL
1145 CHESAPEAKE AVENUE SUITE 1
COLUMBUS
,
OH
43212
PC
TO SUPPORT THE ORGANIZATION'S MISSION OF WORKING TO SECURE HEALTHY AIR, LAND, AND WATER FOR ALL WHO CALL OHIO HOME.
500
PLANNED PARENTHOOD OF GREATER OHIO
25350 ROCKSIDE ROAD
BEDFORD HEIGHTS
,
OH
44146
PC
TO PROVIDE SUPPORT FOR EDUCATIONAL GUIDANCE AND MEDICAL SERVICES IN THE AREA OF FAMILY PLANNING.
20,000
PRAXIS INTEGRATED FIBER WORKSHOP
15301 WATERLOO RD
CLEVELAND
,
OH
44110
PC
TO PROVIDE SUPPORT FOR FIBER EDUCATION.
100
SOCIETY OF ARCHITECTURAL HISTORIANS
1365 NORTH ASTOR STREET
CHICAGO
,
IL
60610
PC
TO PROVIDE SUPPORT TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF ARCHITECTURE, DESIGN, LANDSCAPES, AND URBANISM.
1,000
SPACES
2220 SUPERIOR VIADUCT
CLEVELAND
,
OH
44113
PC
TO PROVIDE A RESOURCE AND PUBLIC FORUM FOR ARTISTS WHO EXPLORE AND EXPERIMENT.
100
STAN HYWET HALL & GARDENS
714 N PORTAGE PATH
AKRON
,
OH
44303
PC
TO PRESERVE AND SHARE OUR HISTORIC ESTATE AND SERVE AS A RESOURCE FOR EDUCATIONAL, CULTURAL AND RECREATIONAL ENRICHMENT.
500
SUMMIT ART SPACE
140 E MARKET STREET
AKRON
,
OH
44308
PC
TO SUPPORT THIS MISSION OF PROMOTING THE VALUE OF A STRONG, DIVERSE, AND VIBRANT ARTS AND CULTURAL COMMUNITY IN THE GREATER AKRON AND BARBERTON COMMUNITY.
1,000
SUMMIT COUNTY ASTRONOMY CLUB
2710 W MARKET STREET
AKRON
,
OH
44313
PC
TO SUPPORT BUILDING RELATIONSHIPS AROUND ASTRONOMICAL EXPLORATION AND ADVENTURE.
300
THE SUMMIT
65 STEINER AVENUE
AKRON
,
OH
44301
PC
TO PROVIDE SUPPORT FOR THE MEDIA ARTS.
100
THE UNIVERSITY OF AKRON FOUNDATION
302 BUCHTEL COMMON
AKRON
,
OH
44325
PC
TO PROVIDE SUPPORT FOR SCHOLARSHIPS, GRANTS, AND LOANS.
2,000
THINKGIVE INC
26 ELM STREET
CONCORD
,
MA
01742
PC
TO PROVIDE SUPPORT TO INSPIRE YOUNG PEOPLE TO BE PHILANTHROPIC.
500
TUESDAY MUSICAL ASSOCIATION
1041 WEST MARKET ST SUITE 200
AKRON
,
OH
44313
PC
TO PROVIDE SUPPORT FOR THE ARTS.
500
URBAN TROUBADOUR
548 ROYAL AVENUE
AKRON
,
OH
44303
PC
TO SUPPORT THE ORGANIZATION'S MISSION OF BRINGING TOGETHER A COLLECTIVE OF NORTHEAST OHIO'S FINEST MUSICIANS TO BRING CONCERTS TO UNUSUAL SPACES.
1,000
VERB BALLET
3445 WARRENSVILLE CENTER ROAD
SHAKER HEIGHTS
,
OH
44122
PC
TO PROVIDE OPPORTUNITY TO EXPERIENCE CONTEMPORARY DANCE TO MEMBERS OF THE COMMUNITY.
200
WESTERN RESERVE HISTORICAL SOCIETY
10825 E BOULEVARD
CLEVELAND
,
OH
44106
PC
TO COLLECT AND PRESERVE MATERIALS RELATING TO THE HISTORY OF CLEVELAND AND THE WESTERN RESERVE.
200
WOMEN'S ENDOWMENT FUND OF THE AKRON COMMUNITY FOUNDATION
345 WEST CEDAR STREET
AKRON
,
OH
44307
PC
TO SUPPORT THE FUND'S MISSION OF PROVIDING GRANTS THAT UPLIFT, EMPOWER, AND EDUCATE WOMEN AND GIRLS THROUGHOUT AKRON AND ALL OF SUMMIT COUNTY. THE FUND IS AN ENDOWMENT FUND OF THE AKRON COMMUNITY FOUNDATION.
300
WOODLAND HILL MONTESSORI SCHOOL
100 MONTESSORI PLACE
NORTH GREENBUSH
,
NY
12144
PC
TO SUPPORT THE SCHOOL'S MISSION OF NURTURING A CHILD'S LOVE OF LEARNING AND SENSE OF SOCIAL AND PERSONAL RESPONSIBILITY USING THE CHILD CENTERED MONTESSORI PHILOSOPHY AND CURRICULUM TO DEVELOP THE INTELLECTUAL, SPIRTUAL, PHYSICAL, ARTISTIC, AND ACADEMIC EXCELLENCE INHERENT IN EACH CHILD.
1,000
Total
.................................
3a
81,733
b
Approved for future payment
Total
.................................
3b
0
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
91,613
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
112,314
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
05
1,947
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
205,874
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
205,874
(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