-
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 MARTIN FAMILY FOUNDATION
C/O LARRY BEAN
Number and street (or P.O. box number if mail is not delivered to street address)
P O BOX 50190
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CASPER
,
WY
826050190
A Employer identification number
83-0335099
B
Telephone number (see instructions)
(307) 268-7128
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)
$
28,196,490
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)
1,100,000
2
Check
.............
3
Interest on savings and temporary cash investments
1,588
1,588
4
Dividends and interest from securities
...
533,155
533,155
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
2,034,392
b
Gross sales price for all assets on line 6a
21,658,264
7
Capital gain net income (from Part IV, line 2)
...
2,034,392
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
1,350
1,350
0
12
Total.
Add lines 1 through 11
........
3,670,485
2,570,485
0
13
Compensation of officers, directors, trustees, etc.
0
0
0
0
14
Other employee salaries and wages
......
221,960
108,000
0
113,960
15
Pension plans, employee benefits
.......
22,598
14,254
0
8,344
16a
Legal fees (attach schedule)
.........
52
26
0
26
b
Accounting fees (attach schedule)
.......
1,760
880
0
880
c
Other professional fees (attach schedule)
....
66,401
66,101
0
300
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
35,540
12,503
0
7,969
19
Depreciation (attach schedule) and depletion
...
5,427
0
0
20
Occupancy
..............
23,156
11,578
0
11,578
21
Travel, conferences, and meetings
.......
25,663
0
0
25,663
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
29,930
7,831
0
22,099
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
432,487
221,173
0
190,819
25
Contributions, gifts, grants paid
.......
2,347,125
2,347,125
26
Total expenses and disbursements.
Add lines 24 and 25
2,779,612
221,173
0
2,537,944
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
890,873
b
Net investment income
(if negative, enter -0-)
2,349,312
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
.............
170,384
1,260,113
1,260,113
2
Savings and temporary cash investments
.........
598,114
619,183
619,183
3
Accounts receivable
612
Less: allowance for doubtful accounts
612
612
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
17,500
17,432
17,432
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
16,348,769
12,117,714
14,746,760
c
Investments—corporate bonds (attach schedule)
.......
5,139,800
10,038,710
10,646,764
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,806,479
878,311
878,311
14
Land, buildings, and equipment: basis
34,666
Less: accumulated depreciation (attach schedule)
19,247
20,846
15,419
15,419
15
Other assets (describe
)
11,896
11,896
11,896
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
24,113,788
24,959,390
28,196,490
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
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
........
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
24,113,788
24,959,390
29
Total net assets or fund balances
(see instructions)
.....
24,113,788
24,959,390
30
Total liabilities and net assets/fund balances
(see instructions)
.
24,113,788
24,959,390
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
24,113,788
2
Enter amount from Part I, line 27a
.....................
2
890,873
3
Other increases not included in line 2 (itemize)
3
302
4
Add lines 1, 2, and 3
..........................
4
25,004,963
5
Decreases not included in line 2 (itemize)
5
45,573
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
24,959,390
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
PUBLICLY TRADED SECURITIES
c
HEALTHCARE SELECT SPDR
P
2008-09-12
2019-03-18
d
FIRST EAGLE OVERSEAS
P
2011-03-11
2019-06-03
e
PUBLICLY TRADED SECURITIES
PUBLICLY TRADED SECURITIES
APOLLO GLOBAL MGMT LLC
P
2018-03-12
2019-01-18
PUBLICLY TRADED SECURITIES
PUBLICLY TRADED SECURITIES
APOLLO GLOBAL MGMT LLC
P
2018-03-12
2019-02-26
YORK TOTAL ACCESS
P
2008-03-01
2019-04-28
YORK TOTAL ACCESS
P
2008-03-01
2019-08-26
YORK TOTAL ACCESS
P
2008-03-01
2019-10-23
CAPITAL GAINS 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
1,758,429
1,763,791
-5,362
b
4,894,510
4,294,711
599,799
c
285,909
100,055
185,854
d
348,808
339,139
9,669
e
5,919,545
5,697,600
221,945
3,103,990
2,859,216
244,774
241,735
255,311
-13,576
2,990,712
2,884,270
106,442
820,566
760,495
60,071
246,381
256,638
-10,257
631,114
360,000
271,114
26,323
26,323
0
26,323
26,323
0
363,919
363,919
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
-5,362
b
599,799
c
185,854
d
9,669
e
221,945
244,774
-13,576
106,442
60,071
-10,257
271,114
0
0
363,919
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
2,034,392
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
3,430,896
27,015,700
0.126996
2017
2,730,639
28,625,332
0.095392
2016
3,086,526
27,554,761
0.112014
2015
3,178,551
29,976,189
0.106036
2014
1,900,129
28,396,045
0.066915
2
Total
of line 1, column (d)
.....................
2
0.507353
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
0.101471
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
25,635,552
5
Multiply line 4 by line 3
......................
5
2,601,265
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
23,493
7
Add lines 5 and 6
........................
7
2,624,758
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,537,944
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
46,986
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
46,986
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
46,986
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
17,432
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
17,432
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
29,554
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)
WY
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
MARTINFAMILYFOUNDATION.COM
14
The books are in care of
LARRY G BEAN
Telephone no.
(307) 268-7128
Located at
441 LANDMARK DRIVE
CASPER
WY
ZIP+4
82609
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
JOHN W MARTIN
DIRECTOR & PRESIDENT
2.00
0
0
0
P O BOX 50190
CASPER
,
WY
86205
MARI ANN MARTIN
DIRECTOR
2.00
0
0
0
P O BOX 50190
CASPER
,
WY
86205
BRIAN J MARTIN
DIRECTOR
2.00
0
0
0
P O BOX 50190
CASPER
,
WY
86205
CINDY BEERS
DIRECTOR
2.00
0
0
0
P O BOX 50190
CASPER
,
WY
86205
LARRY G BEAN
DIRECTOR
2.00
0
0
0
P O BOX 50190
CASPER
,
WY
86205
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
LAURIE VIEIRA
EXECUTIVE DIRECTOR
40.00
157,907
5,217
0
1126 S GRANT
DENVER
,
CO
80210
ANGELA HELLWEG
ASSISTANT
40.00
64,053
17,381
0
34349 COLUMBINE TRAIL W
ELIZABETH
,
CO
80107
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
24,497,993
b
Average of monthly cash balances
.......................
1b
1,527,948
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
26,025,941
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
26,025,941
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
390,389
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
25,635,552
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,281,778
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
1,281,778
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
46,986
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
46,986
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,234,792
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,234,792
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
1,234,792
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
2,537,944
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
2,537,944
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
2,537,944
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
1,234,792
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
......
538,329
b
From 2015
......
1,697,086
c
From 2016
......
1,715,942
d
From 2017
......
1,334,190
e
From 2018
......
2,110,247
f
Total
of lines 3a through e
........
7,395,794
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,537,944
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
.....
1,234,792
e
Remaining amount distributed out of corpus
1,303,152
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
8,698,946
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)
...
538,329
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
8,160,617
10
Analysis of line 9:
a
Excess from 2015
....
1,697,086
b
Excess from 2016
....
1,715,942
c
Excess from 2017
....
1,334,190
d
Excess from 2018
....
2,110,247
e
Excess from 2019
....
1,303,152
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).)
JOHN W MARTIN
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
ALLIANCE FOR CHOICE IN EDUCATION
1201 E COLFAX AVE SUITE 302
DENVER
,
CO
80218
NONE
PC
FOUNDATION GRANTS
150,000
ALLIANCE OF DEFENDING FREEDOM
15100 N 90TH STREET
SCOTTSDALE
,
AZ
85260
NONE
PC
GENERAL OPERATING GRANT
5,000
AMERICANS UNITED FOR LIFE
655 15TH STREET NWSUITE 410
WASHINGTON
,
DC
20005
NONE
PC
ROWE VS WADE PROGRAM
25,000
ARCHDIOCESE OF DENVER
1300 S STEELE STREET
DENVER
,
CO
802102599
NONE
PC
HISPANIC MINISTRIES, IES POSITION PAYMENTS
27,000
ARMA DEI ACADEMY INC
345 E WILDCAT RESERVE PRKWY
HIGHLANDS RANCH
,
CO
80126
NONE
PC
CAPITAL CAMPAIGN
100,000
ARRUPE JESUIT HIGH SCHOOL
4343 UTICA STREET
DENVER
,
CO
80212
NONE
PC
GENERAL SUPPORT
100,000
BELLA NATURAL WOMEN'S CARE
180 E HAMPDENSUITE 100
ENGLEWOOD
,
CO
80113
NONE
PC
FOUNDATION GRANT
108,250
BOYS & GIRLS CLUB OF YELLOWSTONE COUNTY
505 ORCHARD LANE
BILLINGS
,
MT
59101
NONE
PC
BACK A KID PROGRAM, FOUNDATION GRANT
32,500
CAMP WOJTYLA
P O BOX 528
BERTHOUD
,
CO
80513
NONE
PC
FOUNDATION MATCHING GRANT
10,000
CAPITOL HILL COMMUNITY SERVICES
4000 E QUINCY AVENUE
ENGLEWOOD
,
CO
80113
NONE
PC
GENERAL OPERATING SUPPORT
30,000
CAPUCHIN PROVINCE OF MID-AMERICA
3613 WYANDOT STREET
DENVER
,
CO
80211
NONE
PC
FOUNDATION GRANT - YEAR 2
135,000
CARMELITE SISTERS MOST SACRED HEART
920 E ALHAMBRA ROAD
ALHAMBRA
,
CA
91801
NONE
PC
IN TAHNKS FOR AMAZING PARISH ATTENDANCE
10,000
CARROLL COLLEGE
1601 N BENTON
HELENA
,
MT
59625
NONE
PC
CATHOLIC STUDIES PROGRAM GRANT
22,000
CASPER YOUTH FOR CHRIST
353 WEST A STREET
CASPER
,
WY
82601
NONE
PC
LOVE IN ACTION & GOSPAL OUTREACH
25,000
CATHOLIC CHARITIES & COMMUNITY SERVICES
4045 PECOS STREET
DENVER
,
CO
80211
NONE
PC
ST RAPHAEL COUNSELING, MARISOL HEALTH
60,000
CATHOLICVOTE EDUCATION FUND
P O BOX 2709
CHICAGO
,
IL
60690
NONE
PC
MIDWEST MOBILIZATION PROJECT
50,000
CHAD VARGO MINISTRIES
9701 E BELL ROAD
SCOTTSDALE
,
AZ
85252
NONE
PC
IF YOU ONLY KNEW BOOKS
10,000
CHILD EVANGELISM FELLOWSHIP OF WYOMING
P O BOX 801
THERMOPOLIS
,
WY
82443
NONE
PC
CAMP PROJECT, CHRISTMAS ACROSS AMERICA PROJECT
6,250
CHRIST IN THE CITY
609 W 6TH AVENUE
DENVER
,
CO
80204
NONE
PC
GENERAL OPERATIONS, FOUNDATION GRANT
45,000
COLORADO CATHOLIC RETREATS
14002 W 87TH DRIVE
ARVADA
,
CO
80005
NONE
PC
SCHOLARSHIPS FOR MEN & WOMENS RETREATS
10,000
COMMUNITY LEADERSHIP & DEVELOPMENT
P O BOX 3381
BILLINGS
,
MT
59103
NONE
PC
HANNAH HOUSE GRANT, YOUTH WORKS GRANT
85,000
CREATIO
3290 W MILAN AVENUE
ENGLEWOOD
,
CO
80110
NONE
PC
PILGRIMAGE SHCOLARSHIPS
10,000
DAVE THOMAS FOUNDATION FOR ADOPTION
716 MT AIRYSHIRE BLVD SUITE 100
COLUMBUS
,
OH
43235
NONE
PC
GENERAL OPERATING GRANT FOR MONTANA CHAPTER
2,500
DENVER DREAM CENTER
8654 ELDRIDGE STREET
ARVADA
,
CO
80005
NONE
PC
OPERATING EXPENSES FOR SUMMER PROGRAMS
20,000
ESCUELA DE GUADALUPE
3401 PECOS
DENVER
,
CO
80211
NONE
PC
FOUNDATION GRANT
50,000
FAITHBRIDGE
789 SHERMAN STREET SUITE 250
DENVER
,
CO
80203
NONE
PC
MATCHING GRANT
15,000
FAMILY SERVICE INC
P O BOX 1020
BILLINGS
,
MT
59103
NONE
PC
BUILDING CAMPAIGNE, FOUNDATION GRANT
72,000
FATHER WOODY'S HAVEN OF HOPE
1101 WEST 7TH AVENUE
DENVER
,
CO
80204
NONE
PC
GENERAL OPERATION SUPPOT, FOUNDATION GRANT
60,000
FRASSATI SPORTS & ADVENTURES
P O BOX 19604
DENVER
,
CO
80219
NONE
PC
GENERAL OPERATING, PROGRAM EXPANSION, MATCHING GRANT
30,000
GRACE MONTESSORI ACADEMY
125 N 25TH STREET WEST
BILLINGS
,
MT
59106
NONE
PC
FOUNDATION GRANT
25,000
HAITI OUTREACH MINISTRIES
P O BOX 97
DOSWELL
,
VA
230470097
NONE
PC
CLINIC OPERATION, FOOD & SUPPLIES, FOUNDATION GRANT
118,750
HORSES SPIRITS HEALING INC
7256 HIGHWAY 3
BILLINGS
,
MT
59106
NONE
PC
GENERAL OPERATIONS
5,000
INSTITUTE FOR CATHOLIC LIBERAL EDUCATION
P O BOX 4638
VENTURA
,
CA
93007
NONE
PC
GENERAL OPERATIONS
10,000
INTERCESSORS OF THE TRINTY
P O BOX 712
EVERGREEN
,
CO
80437
NONE
PC
GENERAL OPERATING GRANT
25,000
LIFE PERSPECTIVES
P O BOX 600533
SAN DIEGO
,
CA
92160
NONE
PC
FOUNDATION GRANT
35,000
MARRIAGE MISSIONARIES
12577 N 2ND STREET
PARKER
,
CO
80134
NONE
PC
GENERAL OPERATING GRANT
5,000
NOTMYKID INC
5230 E SHEA BLVD
SCOTTSDALE
,
AZ
85254
NONE
PC
SCHOLARSHIP SUPPORT
10,000
NOTRE DAME PREPARATORY HIGH SCHOOL
9701 E BELL ROAD
SCOTTSDALE
,
AZ
85260
NONE
PC
CHAPEL RENOVATIONS, MATCHING GRANT
110,000
OUR LADY OF LOURDES CATHOLIC SCHOOL
2256 S LOGAN STREET
DENVER
,
CO
80210
NONE
PC
TUITION GRANT,CAPITAL IMPROVE & DEV DIRECTOR GRANT
104,375
PILGRIM PROJECT FOUNDATION
460 NEW YORK AVENUE 607
WASHINGTON
,
DC
20001
NONE
PC
SCHOLARSHIP SUPPORT
2,500
PRINCE OF PEACE PRESCHOOL
2300 E 15TH STREET
CASPER
,
WY
82609
NONE
PC
TUITION ASSISTANCE
5,000
REAL LIFE CATHOLIC
6060 S SYRACUSE WAY STE 150
GREENWOOD VILLAGE
,
CO
80111
NONE
PC
THANK YOU FOR AMAZING PARISH KEYNOTE SPEAKER
5,000
ROAD TO PURITY
7161 DEFRAME CT
ARVADA
,
CO
80004
NONE
PC
FOUNDATION GRANT
10,000
SACRED HEART HOUSE OF DENVER
2844 LAWRENCE STREET
DENVER
,
CO
80205
NONE
PC
GENERAL OPERATIONS, MATCHING GRANT
25,000
SEEDS OF HOPE
3801 E FLORIDA AVENUE 909
DENVER
,
CO
80210
NONE
PC
TUITION ASSISTANCE
225,000
SISTERS OF LIFE
2771 ZENOBIA
DENVER
,
CO
80212
NONE
PC
GENERAL OPERATIONS & MATCHING GRANT
40,000
SOUTH PACIFIC CHRISTIAN CAMPS INC
P O BOX 1137
HAPEAU
,
HI
96755
NONE
PC
GRANT FOR CAPITAL IMPROVEMENTS
10,000
ST GEORGE'S CATHOLIC CHURCH
P O BOX 10
POST FALLS
,
ID
83877
NONE
PC
TUTORING GRANT
5,000
ST JOSEPH SCHOOL
127 N HOWES STREET
FT COLLINS
,
CO
80521
NONE
PC
TUITION GRANT
25,000
ST ROSA OF LIMA
1345 W DAKOTA AVE
DENVER
,
CO
80223
NONE
PC
GRANT FOR SCHOOL IMPROVEMENTS
11,000
THE ALEXANDER HOUSE
P O BOX 529107
SAN ANTONIO
,
TX
78259
NONE
PC
PROGRAM GRANTS
5,000
THE VINE FOUNDATION
6160 S SYRACUSE WAY 220B
GREENWOOD VILLAGE
,
CO
80111
NONE
PC
PROGRAM SUPPORT GRANTS
100,000
WYOMING RESCUE MISSION
P O BOX 230
CASPER
,
WY
82602
NONE
PC
CAPITAL CAMPAIGN GRANTS
125,000
Total
.................................
3a
2,347,125
b
Approved for future payment
ARCHDIOCESE OF DENVER-HISPANIC MINISTRY
1300 S STEELE STREET
DENVER
,
CO
80210
NONE
PC
HISPANIC MINISTRY GRANT
10,000
ARMA DEI ACADEMY INC
345 E WILDCAT RESERVE PRKWY
HIGHLANDS RANCH
,
CO
80126
NONE
PC
EDUCATIONAL GRANT
100,000
ARRUPE JESUIT HIGH SCHOOL
4343 UTICA STREET
DENVER
,
CO
80212
NONE
PC
EDUCATIONAL GRANT
100,000
BILLINGS CATHOLIC SCHOOLS FOUNDATION
P O BOX 31158
BILLINGS
,
MT
591011158
NONE
PC
EDUCATION GRANT
100,000
CAMP WOJTYLA
P O BOX 528
BERTHOUD
,
CO
80513
NONE
PC
EVANGELISM PROGRAM GRANT
15,000
CAPUCHIN PROVINCE OF MID-AMERICA
3613 WYANDOT STREET
DENVER
,
CO
80211
NONE
PC
EVANGELISM PROGRAM GRANT
135,000
CARROLL COLLEGE
1801 N BENTON
HELENA
,
MT
59625
NONE
PC
EDUCATION GRANT
89,000
CHASTITY PROJECT-
10712 N 138TH WAY
SCOTTSDALE
,
AZ
85259
NONE
PC
PROGRAM GRANT
135,000
HAITI OUTREACH MINISTRIES
P O BOX 97
DOSWELL
,
VA
230470097
NONE
PC
EDUCATION GRANT
150,000
HIGHLIGHT CATHOLIC MINISTRIES
P O BOX 19684
DENVER
,
CO
80219
NONE
PC
EVANGELISM GRANT,
25,000
LIVE ACTION
2222 WILSON BLVD SUITE 012
ARLINGTON
,
VA
22201
NONE
PC
PROGRAM & OPERATING GRANT
75,000
NOTRE DAME PREPARATORY HIGH SCHOOL
9701 E BELL ROAD
SCOTTSDALE
,
AZ
852062125
NONE
PC
EDUCATION GRANT
100,000
OUR LADY OF LOURDES CATHOLIC SCHOOL
2256 S LOGAN STREET
DENVER
,
CO
82010
NONE
PC
EDUCATIONAL GRANT
4,375
SEEDS OF HOPE
3801 E FLORIDA 909
DENVER
,
CO
80210
NONE
PC
EDUCATIONAL GRANT
150,000
ST VINCENT HEALTHCARE FOUNDATION
1106 N 30TH STREET
BILLINGS
,
MT
59101
NONE
PC
FUNDING FOR PEDIATRIC CLINIC
100,000
WYOMING RESCUE MISSION
P O BOX 230
CASPER
,
WY
82602
NONE
PC
PROGRAM GRANT
100,000
Total
.................................
3b
1,388,375
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
1,588
4
Dividends and interest from securities
....
14
533,155
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
1,591,588
442,804
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
APOLLO GLOBAL MNGMT LLC
01
1
b
APOLLO GLOBAL MNGMT LLC
01
3
c
LONGPOINT MINERALS II
15
1,350
d
PRIOR YEAR ADJUST
15
-4
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
2,127,681
442,804
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,570,485
(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.)
3
N/A
4
N/A
8
N/A
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