-
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
DOUGLASS FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
645 E YALE PLACE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ENGLEWOOD
,
CO
801131673
A Employer identification number
26-0348290
B
Telephone number (see instructions)
(303) 550-8811
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)
$
1,038,639
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
...
20,393
20,393
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
32,388
8
Net short-term capital gain
.........
0
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
0
11
Other income (attach schedule)
.......
32,688
12
Total.
Add lines 1 through 11
........
53,081
52,781
0
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
4,100
2,050
2,050
c
Other professional fees (attach schedule)
....
9,221
4,611
4,610
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
349
349
19
Depreciation (attach schedule) and depletion
...
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
-500
-500
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
13,170
7,010
6,160
25
Contributions, gifts, grants paid
.......
50,000
50,000
26
Total expenses and disbursements.
Add lines 24 and 25
63,170
7,010
56,160
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-10,089
b
Net investment income
(if negative, enter -0-)
45,771
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
.............
2
Savings and temporary cash investments
.........
27,464
35,291
35,291
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)
.....
0
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
900,500
882,151
1,002,631
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
0
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
0
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
0
15
Other assets (describe
)
285
717
717
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
928,249
918,159
1,038,639
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
0
21
Mortgages and other notes payable (attach schedule)
......
0
22
Other liabilities (describe
)
0
0
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
882,475
882,475
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
45,774
35,684
29
Total net assets or fund balances
(see instructions)
.....
928,249
918,159
30
Total liabilities and net assets/fund balances
(see instructions)
.
928,249
918,159
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
928,249
2
Enter amount from Part I, line 27a
.....................
2
-10,089
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
918,160
5
Decreases not included in line 2 (itemize)
5
1
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
918,159
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
ADVANCED AUTO PARTS INC 5 SHARES
P
2018-03-07
2019-01-31
b
BOOZ ALLEN HAMILTON HLDG CORP 1 SHARE
P
2019-01-31
2019-04-24
c
BOOZ ALLEN HAMILTON HLDG CORP 1 SHARE
P
2019-01-31
2019-06-05
d
BOOZ ALLEN HAMILTON HLDG CORP 17 SHARES
P
2019-01-31
2019-07-05
e
BOOZ ALLEN HAMILTON HLDG CORP 1 SHARE
P
2019-01-31
2019-08-22
DARDEN RESTAURANTS INC 1 SHARE
P
2019-06-05
2019-07-22
HEALTH CARE SVCS GROUP INC 5 SHARES
P
2018-04-27
2019-03-19
HEALTH CARE SVCS GROUP INC 62 SHARES
P
2018-10-09
2019-08-22
HEALTH CARE SVCS GROUP INC 5 SHARES
P
2019-01-31
2019-08-22
HEALTH CARE SVCS GROUP INC 3 SHARES
P
2019-04-24
2019-08-22
HEALTH CARE SVCS GROUP INC 2 SHARES
P
2019-07-05
2019-08-22
HOULIHAN LOKEY INC 1 SHARE
P
2019-04-24
2019-08-22
IAC INTERACTIVE CORP 1 SHARE
P
2019-01-31
2019-04-24
IAC INTERACTIVE CORP 1 SHARE
P
2019-01-31
2019-07-05
IAC INTERACTIVE CORP 1 SHARE
P
2019-01-31
2019-08-22
LABORATORY CORP AMER HLDGS 1 SHARE
P
2019-06-05
2019-08-22
MASIMO CORPORATION 1 SHARE
P
2019-01-31
2019-04-24
MASIMO CORPORATION 1 SHARE
P
2019-01-31
2019-07-22
MINDBODY INC 66 SHARES
P
2018-10-09
2019-01-31
PALO ALTO NETWORKS INC 1 SHARE
P
2019-07-22
2019-08-22
PALO ALTO NETWORKS INC 1 SHARE
P
2019-07-22
2019-10-22
SS&C TECHNOLOGIES HLDGS INC 1 SHARE
P
2018-03-07
2019-01-31
SEALED AIR CORP 5 SHARES
P
2019-03-19
2019-07-05
SUPERNUS PHARMACEUTICALS INC 1 SHARE
P
2018-10-09
2019-04-24
SUPERNUS PHARMACEUTICALS INC 3 SHARES
P
2018-10-09
2019-06-05
SUPERNUS PHARMACEUTICALS INC 3 SHARES
P
2018-10-09
2019-07-22
SUPERNUS PHARMACEUTICALS INC 20 SHARES
P
2018-10-09
2019-08-22
SUPERNUS PHARMACEUTICALS INC 23 SHARES
P
2018-10-09
2019-09-23
SUPERNUS PHARMACEUTICALS INC 27 SHARES
P
2019-01-31
2019-09-23
SUPERNUS PHARMACEUTICALS INC 3 SHARES
P
2019-07-05
2019-09-23
TAKE-TWO INTERACTIVE SOFTWARE 1 SHARE
P
2019-01-31
2019-04-24
TAKE-TWO INTERACTIVE SOFTWARE 1 SHARE
P
2019-01-31
2019-07-05
TAKE-TWO INTERACTIVE SOFTWARE 1 SHARE
P
2019-01-31
2019-08-22
TAKE-TWO INTERACTIVE SOFTWARE 9 SHARES
P
2019-01-31
2019-10-22
TRIPADVISOR INC 53 SHARES
P
2018-03-07
2019-01-31
TRIPADVISOR INC 16 SHARES
P
2018-04-27
2019-01-31
TRIPADVISOR INC 4 SHARES
P
2018-10-09
2019-01-31
ZAYO GROUP HLDGS INC 43 SHARES
P
2018-03-07
2019-01-31
HUDSON LTD CL A FOREIGN STOCK 2 SHARES
P
2018-10-09
2019-03-19
HUDSON LTD CL A FOREIGN STOCK 3 SHARES
P
2018-10-09
2019-04-24
HUDSON LTD CL A FOREIGN STOCK 1 SHARE
P
2018-10-09
2019-07-05
HUDSON LTD CL A FOREIGN STOCK 2 SHARES
P
2018-10-09
2019-08-22
LOGITECH INTERNATIONAL SA REG NAMEN-AKT FOREIGN STOCK 4 SHARES
P
2018-06-14
2019-03-19
FLEX LTD 129 SHARES
P
2018-03-07
2019-01-31
FLEX LTD 73 SHARES
P
2018-04-27
2019-01-31
FLEX LTD 8 SHARES
P
2018-06-14
2019-01-31
ADVANCED AUTO PARTS INC 1 SHARE
P
2018-03-07
2019-07-05
ADVANCED AUTO PARTS INC 8 SHARES
P
2018-03-07
2019-10-22
AKAMAI TECHNOLOGIES INC 1 SHARE
P
2016-12-01
2019-01-31
AKAMAI TECHNOLOGIES INC 1 SHARE
P
2016-12-01
2019-04-24
AKAMAI TECHNOLOGIES INC 1 SHARE
P
2016-12-01
2019-08-22
AKAMAI TECHNOLOGIES INC 12 SHARES
P
2016-12-01
2019-09-23
AMERICAN WATER WORKS CO INC 10 SHARES
P
2018-03-07
2019-07-05
AMERICAN WATER WORKS CO INC 1 SHARE
P
2018-03-07
2019-09-23
ARISTA NETWORKS INC 2 SHARES
P
2016-12-01
2019-01-31
ARISTA NETWORKS INC 4 SHARES
P
2016-12-01
2019-03-19
ARISTA NETWORKS INC 1 SHARE
P
2016-12-01
2019-06-05
ARISTA NETWORKS INC 4 SHARES
P
2016-12-01
2019-07-22
CBOE GLOBAL MARKETS INC 1 SHARE
P
2016-12-01
2019-06-05
CBOE GLOBAL MARKETS INC 2 SHARES
P
2016-12-01
2019-07-05
CENTENE CORP 2 SHARES
P
2016-12-01
2019-03-19
CENTENE CORP 3 SHARES
P
2016-12-01
2019-04-24
CENTENE CORP 2 SHARES
P
2016-12-01
2019-07-05
CENTENE CORP 2 SHARES
P
2016-12-01
2019-07-22
CENTENE CORP 3 SHARES
P
2016-12-01
2019-10-22
CITIZENS FINANCIAL GROUP INC 7 SHARES
P
2016-12-01
2019-03-19
CITIZENS FINANCIAL GROUP INC 6 SHARES
P
2016-12-01
2019-06-05
CITIZENS FINANCIAL GROUP INC 31 SHARES
P
2016-12-01
2019-07-22
CITIZENS FINANCIAL GROUP INC 2 SHARES
P
2016-12-01
2019-08-22
EPAM SYSTEMS INC 6 SHARES
P
2016-12-01
2019-03-19
EPAM SYSTEMS INC 6 SHARES
P
2016-12-01
2019-06-05
EPAM SYSTEMS INC 1 SHARE
P
2016-12-01
2019-07-05
EPAM SYSTEMS INC 1 SHARE
P
2016-12-01
2019-08-22
EPAM SYSTEMS INC 4 SHARES
P
2016-12-01
2019-10-22
FORTINET INC 2 SHARES
P
2016-12-01
2019-01-31
FORTINET INC 11 SHARES
P
2016-12-01
2019-04-24
FORTINET INC 3 SHARES
P
2016-12-01
2019-04-24
HEALTH CARE SVCS GROUP INC 39 SHARES
P
2016-12-01
2019-03-19
HEALTH CARE SVCS GROUP INC 4 SHARES
P
2016-12-15
2019-03-19
HEALTH CARE SVCS GROUP INC 34 SHARES
P
2018-03-07
2019-03-19
HEALTH CARE SVCS GROUP INC 1 SHARE
P
2018-04-27
2019-06-05
HEALTH CARE SVCS GROUP INC 1 SHARE
P
2018-04-27
2019-07-22
HEALTH CARE SVCS GROUP INC 11 SHARES
P
2018-04-27
2019-08-22
HEALTH CARE SVCS GROUP INC 1 SHARE
P
2019-07-05
2019-08-22
HEALTH CARE SVCS GROUP INC 1 SHARE
P
2019-07-05
2019-08-22
HUNTINGTON INGALLS INDS INC 1 SHARE
P
2018-03-07
2019-06-05
HUNTINGTON INGALLS INDS INC 5 SHARES
P
2018-03-07
2019-07-22
INTL FLAVORS & FRGRNCS 8 SHARES
P
2016-12-01
2019-01-31
INTL FLAVORS & FRGRNCS 6 SHARES
P
2016-12-01
2019-09-23
INTL FLAVORS & FRGRNCS 2 SHARES
P
2016-12-15
2019-09-23
INTL FLAVORS & FRGRNCS 2 SHARES
P
2018-03-07
2019-09-23
KANSAS CITY SOUTHERN 1 SHARE
P
2016-12-01
2019-03-19
KANSAS CITY SOUTHERN 1 SHARE
P
2016-12-01
2019-06-05
KANSAS CITY SOUTHERN 1 SHARE
P
2016-12-01
2019-08-22
LENNOX INTL INC 1 SHARE
P
2016-12-01
2019-01-31
LENNOX INTL INC 4 SHARES
P
2016-12-01
2019-04-24
LENNOX INTL INC 1 SHARE
P
2016-12-01
2019-06-05
MCCORMICK & CO 14 SHARES
P
2016-12-01
2019-01-31
MCCORMICK & CO 1 SHARE
P
2016-12-15
2019-01-31
NTHN TRUST CORP 2 SHARES
P
2017-02-06
2019-03-19
NTHN TRUST CORP 2 SHARES
P
2017-02-06
2019-04-24
NTHN TRUST CORP 12 SHARES
P
2017-02-06
2019-06-05
NTHN TRUST CORP 1 SHARE
P
2017-02-06
2019-08-22
NTHN TRUST CORP 5 SHARES
P
2017-02-06
2019-09-23
NTHN TRUST CORP 6 SHARES
P
2018-03-07
2019-09-23
NTHN TRUST CORP 2 SHARES
P
2018-03-07
2019-10-22
SS&C TECHNOLOGIES HLDGS 22 SHARES
P
2018-03-07
2019-03-19
SS&C TECHNOLOGIES HLDGS 1 SHARE
P
2018-03-07
2019-04-24
SS&C TECHNOLOGIES HLDGS 1 SHARE
P
2018-03-07
2019-07-22
SS&C TECHNOLOGIES HLDGS 23 SHARES
P
2018-03-07
2019-09-23
SEALED AIR CORP 2 SHARES
P
2016-12-01
2019-01-31
SEALED AIR CORP 31 SHARES
P
2016-12-01
2019-04-24
SEALED AIR CORP 3 SHARES
P
2016-12-01
2019-04-24
SEALED AIR CORP 7 SHARES
P
2016-12-01
2019-04-24
SEALED AIR CORP 1 SHARE
P
2018-03-07
2019-06-05
SEALED AIR CORP 39 SHARES
P
2018-03-07
2019-07-05
SEALED AIR CORP 2 SHARES
P
2018-04-27
2019-07-05
SEALED AIR CORP 4 SHARES
P
2018-06-14
2019-07-05
SERVICE CORP INTL 34 SHARES
P
2016-12-01
2019-01-31
SERVICE CORP INTL 3 SHARES
P
2016-12-01
2019-03-19
SERVICE CORP INTL 1 SHARE
P
2016-12-01
2019-07-22
SERVICE CORP INTL 1 SHARE
P
2016-12-01
2019-09-23
ZAYO GROUP HLDGS 2 SHARES
P
2018-03-07
2019-03-19
ZAYO GROUP HLDGS 2 SHARES
P
2018-03-07
2019-07-05
ZAYO GROUP HLDGS 1 SHARE
P
2018-03-07
2019-09-23
HUDSON LTD 5 SHARES
P
2018-10-09
2019-10-22
JAZZ PHARMACEUTICALS 9 SHARES
P
2016-12-01
2019-06-05
JAZZ PHARMACEUTICALS 1 SHARE
P
2016-12-15
2019-09-23
JAZZ PHARMACEUTICALS 1 SHARE
P
2016-12-15
2019-10-22
TECHNIPFMC PLC 1 SHARE
P
2017-01-17
2019-04-24
TECHNIPFMC PLC 6 SHARES
P
2017-01-17
2019-06-05
TECHNIPFMC PLC 4 SHARES
P
2017-01-17
2019-07-22
TECHNIPFMC PLC 2 SHARES
P
2017-01-17
2019-07-22
TECHNIPFMC PLC 2 SHARES
P
2017-01-17
2019-08-22
TECHNIPFMC PLC 1 SHARE
P
2017-02-06
2019-08-22
TECHNIPFMC PLC 1 SHARE
P
2017-02-06
2019-09-23
TECHNIPFMC PLC 1 SHARE
P
2017-02-06
2019-10-22
LOGITECH INTERNATIONAL 3 SHARES
P
2018-06-14
2019-07-22
LOGITECH INTERNATIONAL 6 SHARES
P
2018-06-14
2019-08-22
LOGITECH INTERNATIONAL 2 SHARES
P
2018-06-14
2019-10-22
AMER ELECTRIC POWER CO 4 SHARES
P
2019-09-10
2019-12-10
KONTOOR BRANDS INC .143 SHARES
P
2018-07-31
2019-06-05
KONTOOR BRANDS INC .143 SHARES
P
2018-12-31
2019-06-05
PROCTER & GAMBLE CO 9 SHARES
P
2019-02-04
2019-12-10
SUNTRUST BANKS INC 1 SHARE
P
2018-04-11
2019-02-04
ALCON INC .4 SHARES
P
2018-10-09
2019-06-05
ALCON INC .4 SHARES
P
2019-04-08
2019-06-05
BLACKROCK INC 2 SHARES
P
2017-09-12
2019-02-04
BLACKROCK INC 1 SHARE
P
2017-09-12
2019-12-10
CHEVRON CORP 13 SHARES
P
2017-01-11
2019-04-08
CHEVRON CORP 6 SHARES
P
2017-01-11
2019-09-10
CHEVRON CORP 7 SHARES
P
2017-09-12
2019-09-10
CHEVRON CORP 1 SHARE
P
2018-02-16
2019-09-10
CHEVRON CORP 2 SHARES
P
2018-03-07
2019-11-04
CHEVRON CORP 4 SHARES
P
2018-03-07
2019-12-10
COCA COLA CO 3 SHARES
P
2016-02-18
2019-02-04
COCA COLA CO 3 SHARES
P
2016-02-18
2019-06-05
COCA COLA CO 1 SHARE
P
2016-02-18
2019-11-04
COCA COLA CO 1 SHARE
P
2016-02-18
2019-12-10
COCA COLA CO 2 SHARES
P
2016-04-13
2019-12-10
COCA COLA CO 1 SHARE
P
2016-05-09
2019-12-10
COCA COLA CO 4 SHARES
P
2016-09-12
2019-12-10
COCA COLA CO 12 SHARES
P
2016-12-01
2019-12-10
COMCAST CORP 1 SHARE
P
2018-03-07
2019-04-08
COMCAST CORP 1 SHARE
P
2018-03-07
2019-06-05
COMCAST CORP 4 SHARES
P
2018-03-07
2019-07-05
COMCAST CORP 25 SHARES
P
2018-03-07
2019-12-10
CRANE CO 5 SHARES
P
2016-02-18
2019-02-04
CRANE CO 1 SHARE
P
2016-04-13
2019-02-04
CRANE CO 4 SHARES
P
2016-12-01
2019-02-04
CRANE CO 1 SHARE
P
2016-12-01
2019-07-05
CRANE CO 1 SHARE
P
2016-12-01
2019-09-10
CRANE CO 1 SHARE
P
2016-12-01
2019-11-04
CRANE CO 5 SHARES
P
2017-12-26
2019-12-10
DIAGEO PLC 1 SHARE
P
2014-12-24
2019-02-04
DIAGEO PLC 1 SHARE
P
2014-12-24
2019-11-04
DIAGEO PLC 1 SHARE
P
2014-12-24
2019-12-10
DIAGEO PLC 4 SHARES
P
2015-04-01
2019-12-10
HOME DEPOT INC 1 SHARE
P
2014-12-24
2019-09-10
HOME DEPOT INC 1 SHARE
P
2014-12-24
2019-11-04
HOME DEPOT INC 5 SHARES
P
2014-12-24
2019-12-10
INTEL CORP 1 SHARE
P
2016-12-01
2019-04-08
INTEL CORP 5 SHARES
P
2016-12-01
2019-09-10
INTEL CORP 2 SHARES
P
2016-12-01
2019-11-04
INTEL CORP 6 SHARES
P
2016-12-01
2019-12-10
INTEL CORP 17 SHARES
P
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2016-12-01
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2016-12-01
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2015-04-01
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2016-02-18
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2016-04-04
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2016-04-13
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2016-12-01
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2016-12-01
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2017-01-24
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2018-03-07
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2018-02-16
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2018-03-07
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2019-01-02
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2018-09-21
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2018-05-16
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2018-06-19
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2018-07-31
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2018-09-21
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2019-05-14
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2018-02-16
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2016-12-01
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2016-12-01
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2017-09-18
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2017-03-16
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2017-03-16
2019-05-14
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2018-02-16
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2018-03-07
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2018-03-07
2019-09-18
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2018-03-07
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2018-06-19
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2018-06-19
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2016-12-12
2019-08-22
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2017-05-16
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2017-12-26
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2014-12-24
2019-09-18
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2016-08-15
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2016-12-01
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2016-12-01
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2016-12-01
2019-09-18
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2016-12-01
2019-12-10
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2016-12-12
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2016-06-13
2019-05-14
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2016-06-13
2019-08-22
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2016-08-15
2019-08-22
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2016-12-01
2019-08-22
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2016-12-01
2019-08-22
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2017-06-16
2019-08-22
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2017-05-16
2019-08-22
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2017-12-26
2019-08-22
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2017-12-26
2019-09-18
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2017-12-26
2019-12-10
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2014-12-24
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2015-04-01
2019-05-14
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2016-11-14
2019-05-14
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2016-12-01
2019-05-14
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2017-03-16
2019-08-22
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2017-12-26
2019-08-22
ECOLAB INC 7 SHARES
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2018-03-07
2019-08-22
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2018-07-31
2019-08-22
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2017-09-18
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2017-09-18
2019-09-18
FACEBOOK INC 4 SHARES
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2017-09-18
2019-12-10
FACEBOOK INC 4 SHARES
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2018-03-07
2019-12-10
GARRETT MOTION INC .1 SHARES
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2015-10-13
2019-01-02
GARRETT MOTION INC .1 SHARES
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2016-08-15
2019-01-02
GARRETT MOTION INC .7 SHARES
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2016-12-01
2019-01-02
GARRETT MOTION INC 1.1 SHARES
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2017-09-18
2019-01-02
HOME DEPOT INC 1 SHARE
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2015-08-18
2019-05-14
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2015-08-18
2019-06-05
HOME DEPOT INC 7 SHARES
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2015-08-18
2019-11-12
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2015-08-18
2019-12-10
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2016-06-13
2019-12-10
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2016-12-01
2019-12-10
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2015-10-13
2019-09-18
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2016-08-15
2019-09-18
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2016-12-01
2019-09-18
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2016-12-01
2019-12-10
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2014-12-24
2019-01-02
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2014-12-24
2019-06-05
INTERCONTINENTAL EXCHANGE GROUP 1 SHARE
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2016-12-01
2019-06-05
INTERCONTINENTAL EXCHANGE GROUP 5 SHARES
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2016-12-01
2019-08-22
INTERCONTINENTAL EXCHANGE GROUP 2 SHARES
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2016-12-01
2019-09-18
INTERCONTINENTAL EXCHANGE GROUP 6 SHARES
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2016-12-01
2019-12-10
LOWES COMPANIES INC 1 SHARE
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2016-02-16
2019-06-05
LOWES COMPANIES INC 1 SHARE
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2016-02-16
2019-08-22
LOWES COMPANIES INC 5 SHARES
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2016-02-16
2019-12-10
MICROSOFT CORP 3 SHARES
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2018-05-16
2019-09-18
MICROSOFT CORP 16 SHARES
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2018-05-16
2019-12-10
MONDELEZ INTL INC 2 SHARES
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2017-05-16
2019-01-15
MONDELEZ INTL INC 31 SHARES
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2017-05-16
2019-03-13
MONDELEZ INTL INC 3 SHARES
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2017-05-16
2019-06-05
MONDELEZ INTL INC 2 SHARES
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2017-05-16
2019-09-18
MONDELEZ INTL INC 1 SHARE
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2017-12-26
2019-12-10
MONDELEZ INTL INC 8 SHARES
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2018-03-07
2019-12-10
O'REILLY AUTOMOTIVE 1 SHARE
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2016-12-01
2019-01-02
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2017-03-16
2019-12-10
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2017-05-16
2019-12-10
PARKER HANNIFIN CORP 9 SHARES
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2017-09-18
2019-05-14
PARKER HANNIFIN CORP 4 SHARES
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2017-09-18
2019-09-18
PARKER HANNIFIN CORP 3 SHARES
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2017-09-18
2019-12-10
RED HAT INC 2 SHARES
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2016-08-15
2019-01-02
RED HAT INC 1 SHARE
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2016-12-01
2019-01-15
RED HAT INC 9 SHARES
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2016-12-01
2019-01-15
RED HAT INC 1 SHARE
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2017-03-16
2019-01-15
RESIDEO TECHNOLOGIES INC .167 SHARES
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2015-10-13
2019-01-02
RESIDEO TECHNOLOGIES INC .167 SHARES
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2016-08-15
2019-01-02
RESIDEO TECHNOLOGIES INC 1.167 SHARES
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2016-12-01
2019-01-02
RESIDEO TECHNOLOGIES INC 1.833 SHARES
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2017-09-18
2019-01-02
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2016-12-01
2019-12-10
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2017-09-18
2019-01-15
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2017-09-18
2019-03-13
SCHLUMBERGER LTD 12 SHARES
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2017-12-26
2019-03-13
SCHLUMBERGER LTD 2 SHARES
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2017-12-26
2019-05-14
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2018-02-16
2019-05-14
SCHLUMBERGER LTD 16 SHARES
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2018-03-07
2019-05-14
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2019-01-02
2019-05-14
TJX COS 1 SHARE
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2015-04-01
2019-01-15
TJX COS 1 SHARE
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2015-04-01
2019-06-05
TJX COS 2 SHARES
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2015-04-01
2019-08-22
TJX COS 4 SHARES
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2015-11-16
2019-12-10
TJX COS 2 SHARES
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2016-06-13
2019-12-10
TJX COS 2 SHARES
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2016-09-12
2019-12-10
TJX COS 2 SHARES
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2016-12-01
2019-12-10
THERMO FISHER SCIENTIFIC INC 5 SHARES
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2015-04-01
2019-01-02
THERMO FISHER SCIENTIFIC INC 1 SHARE
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2015-04-01
2019-12-10
THERMO FISHER SCIENTIFIC INC 1 SHARE
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2015-04-01
2019-12-10
UNITED TECHNOLOGIES CORP 2 SHARES
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2015-04-01
2019-06-05
UNITED TECHNOLOGIES CORP 8 SHARES
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2015-10-13
2019-06-05
UNITED TECHNOLOGIES CORP 7 SHARES
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2016-12-01
2019-06-05
UNITED TECHNOLOGIES CORP 2 SHARES
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2017-03-16
2019-06-05
UNITED TECHNOLOGIES CORP 9 SHARES
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2018-03-07
2019-06-05
UNITEDHEALTH GROUP 2 SHARES
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2018-02-16
2019-09-18
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2018-02-16
2019-12-10
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2016-09-12
2019-01-02
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2016-11-14
2019-01-02
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2016-12-01
2019-01-02
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2016-12-01
2019-03-13
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2016-12-01
2019-05-14
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2016-12-01
2019-08-22
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2017-09-18
2019-08-22
VISA INC CL A 7 SHARES
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2017-09-18
2019-12-10
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2015-11-16
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2015-11-16
2019-11-12
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2015-11-16
2019-12-10
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2016-08-15
2019-12-10
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2016-12-01
2019-12-10
MEDTRONIC PLC 2 SHARES
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2015-01-27
2019-06-05
MEDTRONIC PLC 2 SHARES
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2015-04-01
2019-06-05
MEDTRONIC PLC 1 SHARE
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2015-04-01
2019-12-10
MEDTRONIC PLC 5 SHARES
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2015-10-13
2019-12-10
SEMPER MBS TOTAL RETURN 219.816 SHARES
P
2018-06-14
2019-02-08
BROWN ADVISORY SUSTAINABLE GROWTH 318.787 SHARES
P
2018-06-14
2019-02-08
ISHARES RUSSELL 1000 GROWTH 15 SHARES
P
2018-07-24
2019-07-19
ISHARES CORE MSCI EAFE 85 SHARES
P
2018-06-14
2019-02-08
PIMCO COMMODITY REALRETURN 310.258 SHARES
P
2018-07-24
2019-02-08
PIMCO COMMODITY REALRETURN 76.621 SHARES
P
2018-09-13
2019-02-08
HEALTH CARE SELECT SECTOR 39 SHARES
P
2018-07-24
2019-02-08
BROWN ADVISORY SUSTAINABLE GROWTH 187.155 SHARES
P
2018-06-14
2019-07-19
ISHARES TIPS BOND 16 SHARES
P
2018-01-12
2019-02-08
ISHARES US FINANCIALS 21 SHARES
P
2018-01-12
2019-02-08
ISHARES US FINANCIALS 3 SHARES
P
2018-01-12
2019-07-19
PIMCO COMMODITY REALRETURN 3788.561 SHARES
P
2018-01-12
2019-02-08
PIMCO COMMODITY REALRETURN 109.453 SHARES
P
2018-06-14
2019-02-08
PIMCO COMMODITY REALRETURN 77.846 SHARES
P
2018-12-26
2019-02-08
VANGUARD MID-CAP 8 SHARES
P
2018-06-14
2019-07-19
VANGUARD VALUE 3 SHARES
P
2018-06-14
2019-07-19
(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
793
0
586
207
b
59
0
49
10
c
65
0
49
16
d
1,150
0
832
318
e
75
0
49
26
125
0
118
7
161
0
195
-34
1,385
0
2,530
-1,145
112
0
217
-105
67
0
102
-35
45
0
60
-15
44
0
48
-4
230
0
210
20
228
0
210
18
258
0
210
48
168
0
166
2
128
0
124
4
155
0
124
31
2,406
0
2,471
-65
204
0
219
-15
215
4
219
0
51
0
51
0
221
0
227
-6
37
0
47
-10
94
47
141
0
97
0
141
-44
542
0
939
-397
655
0
1,080
-425
768
0
1,024
-256
85
0
145
-60
93
0
105
-12
117
0
105
12
132
0
105
27
1,104
0
947
157
3,030
0
2,260
770
915
0
592
323
229
0
191
38
1,153
0
1,548
-395
29
0
43
-14
47
0
65
-18
14
8
22
0
23
0
43
-20
154
0
184
-30
1,243
0
2,364
-1,121
704
0
1,016
-312
77
0
113
-36
160
0
117
43
1,331
0
938
393
64
0
64
0
79
0
64
15
88
0
64
24
1,074
0
768
306
1,175
0
800
375
124
0
80
44
427
0
186
241
1,193
0
372
821
262
0
93
169
1,151
0
372
779
111
0
69
42
221
0
138
83
121
0
58
63
151
0
88
63
103
0
58
45
105
0
58
47
147
0
88
59
253
0
240
13
207
0
206
1
1,134
0
1,064
70
66
0
69
-3
1,014
0
377
637
1,020
0
376
644
178
0
63
115
195
0
63
132
713
0
251
462
152
0
58
94
1,016
0
319
697
277
0
91
186
1,253
0
1,506
-253
129
0
161
-32
1,253
0
1,572
-319
33
6
39
0
30
9
39
0
108
0
186
-78
22
0
39
-17
0
0
56
-56
215
0
256
-41
1,148
0
1,282
-134
1,130
0
948
182
730
0
711
19
243
0
239
4
243
0
279
-36
116
0
88
28
119
0
88
31
123
0
88
35
229
0
148
81
1,060
0
592
468
278
0
148
130
1,725
0
1,244
481
123
0
93
30
192
0
169
23
196
0
169
27
1,059
0
1,017
42
88
0
85
3
469
0
424
45
563
0
640
-77
195
0
213
-18
1,381
0
1,127
254
66
0
51
15
58
0
51
7
1,143
2
1,178
-33
79
0
90
-11
1,431
0
1,398
33
138
0
143
-5
323
0
307
16
44
0
44
0
1,725
0
1,708
17
88
0
89
-1
177
0
177
0
1,456
0
916
540
120
0
81
39
47
0
27
20
47
0
27
20
56
0
72
-16
66
6
72
0
34
0
36
-2
62
28
108
-18
1,178
0
916
262
129
0
104
25
122
0
103
19
25
0
35
-10
128
71
213
-14
101
0
142
-41
51
0
71
-20
48
0
71
-23
24
0
32
-8
24
0
32
-8
23
0
32
-9
119
19
138
0
241
0
275
-34
81
11
92
0
367
0
362
5
5
0
6
-1
5
0
5
0
1,119
0
877
242
59
0
68
-9
24
0
21
3
24
0
23
1
832
0
856
-24
496
0
428
68
1,643
0
1,512
131
733
0
698
35
855
0
785
70
122
0
112
10
242
0
225
17
471
0
451
20
147
0
130
17
153
0
130
23
54
0
43
11
54
0
43
11
108
0
92
16
54
0
45
9
215
0
170
45
646
0
481
165
41
0
36
5
41
0
36
5
173
0
144
29
1,072
0
903
169
413
0
246
167
83
0
55
28
330
0
299
31
84
0
75
9
81
0
75
6
80
0
75
5
425
4
446
-17
153
0
117
36
162
0
117
45
162
0
117
45
647
0
445
202
232
0
104
128
235
0
104
131
1,078
0
520
558
56
0
34
22
258
0
170
88
115
0
68
47
341
0
204
137
965
0
613
352
110
0
110
0
1,928
0
1,873
55
233
0
220
13
1,075
0
881
194
1,494
0
1,456
38
135
0
132
3
129
0
132
-3
980
0
926
54
5
0
3
2
15
0
10
5
56
0
41
15
5
0
5
0
9
0
9
0
84
0
81
3
1,158
0
643
515
102
0
57
45
868
0
459
409
195
0
127
68
195
0
118
77
390
0
230
160
195
0
118
77
105
0
48
57
105
0
41
64
120
0
41
79
410
0
122
288
145
0
41
104
1,059
0
284
775
303
0
111
192
454
0
150
304
454
0
178
276
696
0
467
229
1,160
0
762
398
703
0
457
246
88
0
83
5
278
0
248
30
186
0
175
11
278
0
195
83
93
0
64
29
87
0
69
18
532
0
413
119
186
0
102
84
326
0
205
121
200
0
111
89
200
0
139
61
1,135
0
1,100
35
568
0
568
0
67
0
76
-9
63
5
68
0
122
1
127
-4
31
0
32
-1
540
0
540
0
127
0
136
-9
1,658
0
1,765
-107
263
0
272
-9
71
0
68
3
1,322
0
921
401
102
0
83
19
110
0
83
27
632
0
414
218
126
0
97
29
1,137
0
964
173
731
0
643
88
3
0
3
0
663
0
629
34
160
0
80
80
333
0
160
173
167
0
118
49
1,166
0
724
442
344
0
217
127
131
0
89
42
728
0
444
284
90
0
59
31
91
0
52
39
634
0
367
267
191
0
99
92
1,326
0
693
633
606
0
297
309
202
0
115
87
202
0
111
91
615
0
490
125
205
0
163
42
96
0
76
20
646
0
454
192
1,077
0
753
324
108
0
77
31
861
0
573
288
111
0
74
37
780
0
502
278
45
0
46
-1
24
0
24
0
35
0
27
8
12
0
9
3
12
0
9
3
12
0
11
1
177
0
124
53
12
0
11
1
12
0
10
2
247
0
209
38
612
0
484
128
1,688
0
1,547
141
1,740
0
1,547
193
444
0
390
54
363
0
348
15
700
0
695
5
59
0
72
-13
1,124
0
1,321
-197
59
0
64
-5
1,301
0
1,471
-170
904
0
704
200
592
0
469
123
819
0
790
29
13
0
16
-3
167
0
132
35
169
0
132
37
201
0
132
69
790
0
527
263
114
0
97
17
1,928
0
1,677
251
175
0
143
32
351
0
270
81
34
0
43
-9
628
0
1,164
-536
78
0
131
-53
39
0
68
-29
78
0
123
-45
39
0
37
2
131
0
135
-4
256
0
228
28
225
0
99
126
268
0
99
169
1,172
0
397
775
916
0
467
449
1,204
0
551
653
1,190
0
761
429
2,687
0
1,859
828
162
0
116
46
995
0
578
417
199
0
139
60
398
0
279
119
222
0
139
83
420
0
279
141
125
0
81
44
125
0
127
-2
125
0
97
28
125
0
130
-5
499
0
459
40
147
0
130
17
147
0
115
32
129
0
129
0
644
0
771
-127
644
0
740
-96
495
0
444
51
1,293
0
1,170
123
419
0
390
29
419
0
392
27
887
0
1,078
-191
444
0
526
-82
59
0
72
-13
1,479
0
1,890
-411
69
0
58
11
108
0
87
21
40
0
29
11
130
0
87
43
47
0
29
18
643
0
436
207
263
0
127
136
658
0
407
251
526
0
308
218
135
0
77
58
143
0
77
66
593
0
308
285
148
0
78
70
134
0
99
35
271
0
197
74
135
0
97
38
135
0
99
36
948
0
693
255
135
0
112
23
135
0
108
27
135
0
108
27
137
0
108
29
585
0
432
153
1,160
0
860
300
180
0
114
66
180
0
114
66
1,081
0
707
374
206
0
125
81
206
0
134
72
1,439
0
924
515
206
0
140
66
726
0
681
45
377
0
340
37
803
0
681
122
803
0
725
78
1
0
1
0
1
0
1
0
9
0
9
0
14
0
16
-2
191
0
123
68
196
0
123
73
1,634
0
862
772
215
0
123
92
215
0
129
86
431
0
259
172
499
0
287
212
166
0
112
54
333
0
218
115
696
0
437
259
75
0
45
30
170
0
89
81
85
0
56
29
462
0
281
181
186
0
112
74
554
0
337
217
97
0
66
31
108
0
66
42
584
0
329
255
414
0
291
123
2,421
0
1,554
867
86
3
91
-2
1,464
0
1,413
51
159
0
137
22
109
0
91
18
54
0
43
11
435
0
349
86
345
0
273
72
443
0
271
172
443
0
255
188
1,508
0
1,561
-53
708
0
694
14
610
0
520
90
348
0
148
200
175
0
78
97
1,578
0
679
899
175
0
84
91
3
0
3
0
3
0
3
0
24
0
23
1
38
0
44
-6
400
0
277
123
83
52
135
0
988
0
1,559
-571
516
0
812
-296
78
0
135
-57
78
0
133
-55
628
0
1,046
-418
78
0
127
-49
48
0
35
13
51
0
35
16
109
0
69
40
242
0
128
114
121
0
77
44
121
0
75
46
121
0
78
43
1,101
0
659
442
318
0
132
186
318
0
156
162
262
0
233
29
1,048
0
752
296
917
0
753
164
262
0
226
36
1,179
0
1,171
8
461
0
457
4
1,393
0
1,142
251
534
0
327
207
133
0
79
54
534
0
302
232
153
0
76
77
161
0
76
85
900
0
378
522
540
0
314
226
1,280
0
734
546
174
0
105
69
191
0
105
86
404
0
211
193
202
0
114
88
202
0
117
85
193
0
151
42
193
0
151
42
111
0
75
36
557
0
363
194
2,301
0
2,345
-44
7,348
0
7,605
-257
2,430
0
2,256
174
4,916
0
5,665
-749
1,818
0
1,973
-155
449
0
474
-25
3,485
0
3,423
62
5,001
0
4,465
536
1,772
0
1,813
-41
2,427
0
2,574
-147
383
0
368
15
22,201
0
25,800
-3,599
641
0
745
-104
456
0
530
-74
1,358
0
1,295
63
337
0
319
18
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
0
0
0
207
b
0
0
0
10
c
0
0
0
16
d
0
0
0
318
e
0
0
0
26
0
0
0
7
0
0
0
-34
0
0
0
-1,145
0
0
0
-105
0
0
0
-35
0
0
0
-15
0
0
0
-4
0
0
0
20
0
0
0
18
0
0
0
48
0
0
0
2
0
0
0
4
0
0
0
31
0
0
0
-65
0
0
0
-15
0
0
0
0
0
0
0
0
0
0
0
-6
0
0
0
-10
0
0
0
0
0
0
0
-44
0
0
0
-397
0
0
0
-425
0
0
0
-256
0
0
0
-60
0
0
0
-12
0
0
0
12
0
0
0
27
0
0
0
157
0
0
0
770
0
0
0
323
0
0
0
38
0
0
0
-395
0
0
0
-14
0
0
0
-18
0
0
0
0
0
0
0
-20
0
0
0
-30
0
0
0
-1,121
0
0
0
-312
0
0
0
-36
0
0
0
43
0
0
0
393
0
0
0
0
0
0
0
15
0
0
0
24
0
0
0
306
0
0
0
375
0
0
0
44
0
0
0
241
0
0
0
821
0
0
0
169
0
0
0
779
0
0
0
42
0
0
0
83
0
0
0
63
0
0
0
63
0
0
0
45
0
0
0
47
0
0
0
59
0
0
0
13
0
0
0
1
0
0
0
70
0
0
0
-3
0
0
0
637
0
0
0
644
0
0
0
115
0
0
0
132
0
0
0
462
0
0
0
94
0
0
0
697
0
0
0
186
0
0
0
-253
0
0
0
-32
0
0
0
-319
0
0
0
0
0
0
0
0
0
0
0
-78
0
0
0
-17
0
0
0
-56
0
0
0
-41
0
0
0
-134
0
0
0
182
0
0
0
19
0
0
0
4
0
0
0
-36
0
0
0
28
0
0
0
31
0
0
0
35
0
0
0
81
0
0
0
468
0
0
0
130
0
0
0
481
0
0
0
30
0
0
0
23
0
0
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0
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42
0
0
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3
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45
0
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-77
0
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-18
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254
0
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7
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-33
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-11
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33
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-5
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-1
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540
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262
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-34
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242
0
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-9
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1
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-24
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68
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11
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11
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9
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165
0
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-17
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36
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45
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558
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-3
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515
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0
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-9
0
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-107
0
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401
0
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218
0
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173
0
0
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88
0
0
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0
0
0
0
34
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0
0
80
0
0
0
173
0
0
0
49
0
0
0
442
0
0
0
127
0
0
0
42
0
0
0
284
0
0
0
31
0
0
0
39
0
0
0
267
0
0
0
92
0
0
0
633
0
0
0
309
0
0
0
87
0
0
0
91
0
0
0
125
0
0
0
42
0
0
0
20
0
0
0
192
0
0
0
324
0
0
0
31
0
0
0
288
0
0
0
37
0
0
0
278
0
0
0
-1
0
0
0
0
0
0
0
8
0
0
0
3
0
0
0
3
0
0
0
1
0
0
0
53
0
0
0
1
0
0
0
2
0
0
0
38
0
0
0
128
0
0
0
141
0
0
0
193
0
0
0
54
0
0
0
15
0
0
0
5
0
0
0
-13
0
0
0
-197
0
0
0
-5
0
0
0
-170
0
0
0
200
0
0
0
123
0
0
0
29
0
0
0
-3
0
0
0
35
0
0
0
37
0
0
0
69
0
0
0
263
0
0
0
17
0
0
0
251
0
0
0
32
0
0
0
81
0
0
0
-9
0
0
0
-536
0
0
0
-53
0
0
0
-29
0
0
0
-45
0
0
0
2
0
0
0
-4
0
0
0
28
0
0
0
126
0
0
0
169
0
0
0
775
0
0
0
449
0
0
0
653
0
0
0
429
0
0
0
828
0
0
0
46
0
0
0
417
0
0
0
60
0
0
0
119
0
0
0
83
0
0
0
141
0
0
0
44
0
0
0
-2
0
0
0
28
0
0
0
-5
0
0
0
40
0
0
0
17
0
0
0
32
0
0
0
0
0
0
0
-127
0
0
0
-96
0
0
0
51
0
0
0
123
0
0
0
29
0
0
0
27
0
0
0
-191
0
0
0
-82
0
0
0
-13
0
0
0
-411
0
0
0
11
0
0
0
21
0
0
0
11
0
0
0
43
0
0
0
18
0
0
0
207
0
0
0
136
0
0
0
251
0
0
0
218
0
0
0
58
0
0
0
66
0
0
0
285
0
0
0
70
0
0
0
35
0
0
0
74
0
0
0
38
0
0
0
36
0
0
0
255
0
0
0
23
0
0
0
27
0
0
0
27
0
0
0
29
0
0
0
153
0
0
0
300
0
0
0
66
0
0
0
66
0
0
0
374
0
0
0
81
0
0
0
72
0
0
0
515
0
0
0
66
0
0
0
45
0
0
0
37
0
0
0
122
0
0
0
78
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
-2
0
0
0
68
0
0
0
73
0
0
0
772
0
0
0
92
0
0
0
86
0
0
0
172
0
0
0
212
0
0
0
54
0
0
0
115
0
0
0
259
0
0
0
30
0
0
0
81
0
0
0
29
0
0
0
181
0
0
0
74
0
0
0
217
0
0
0
31
0
0
0
42
0
0
0
255
0
0
0
123
0
0
0
867
0
0
0
-2
0
0
0
51
0
0
0
22
0
0
0
18
0
0
0
11
0
0
0
86
0
0
0
72
0
0
0
172
0
0
0
188
0
0
0
-53
0
0
0
14
0
0
0
90
0
0
0
200
0
0
0
97
0
0
0
899
0
0
0
91
0
0
0
0
0
0
0
0
0
0
0
1
0
0
0
-6
0
0
0
123
0
0
0
0
0
0
0
-571
0
0
0
-296
0
0
0
-57
0
0
0
-55
0
0
0
-418
0
0
0
-49
0
0
0
13
0
0
0
16
0
0
0
40
0
0
0
114
0
0
0
44
0
0
0
46
0
0
0
43
0
0
0
442
0
0
0
186
0
0
0
162
0
0
0
29
0
0
0
296
0
0
0
164
0
0
0
36
0
0
0
8
0
0
0
4
0
0
0
251
0
0
0
207
0
0
0
54
0
0
0
232
0
0
0
77
0
0
0
85
0
0
0
522
0
0
0
226
0
0
0
546
0
0
0
69
0
0
0
86
0
0
0
193
0
0
0
88
0
0
0
85
0
0
0
42
0
0
0
42
0
0
0
36
0
0
0
194
0
0
0
-44
0
0
0
-257
0
0
0
174
0
0
0
-749
0
0
0
-155
0
0
0
-25
0
0
0
62
0
0
0
536
0
0
0
-41
0
0
0
-147
0
0
0
15
0
0
0
-3,599
0
0
0
-104
0
0
0
-74
0
0
0
63
0
0
0
18
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
32,388
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
-3,082
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
56,667
993,604
0.057032
2017
53,629
978,106
0.054829
2016
48,114
952,661
0.050505
2015
42,721
826,667
0.051679
2014
37,915
781,840
0.048495
2
Total
of line 1, column (d)
.....................
2
0.262540
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
0.052508
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
981,133
5
Multiply line 4 by line 3
......................
5
51,517
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
458
7
Add lines 5 and 6
........................
7
51,975
8
Enter qualifying distributions from Part XII, line 4
,.............
8
56,160
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
458
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
458
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
458
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
336
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
500
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
836
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
378
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
378
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CO
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
N/A
14
The books are in care of
KATHRYN A BRADLEY PC
Telephone no.
(480) 584-3517
Located at
14301 N 87TH STREET 208
SCOTTSDALE
AZ
ZIP+4
852603692
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
KEITH DOUGLASS
TRUSTEE
1.00
0
0
0
645 E YALE PLACE
ENGLEWOOD
,
CO
80113
BRUCE DOUGLASS
TRUSTEE
1.00
0
0
0
5688 COLLEGE PLACE
BOULDER
,
CO
80303
HELEN DOUGLASS
TRUSTEE
1.00
0
0
0
910 GILDERSLEEVE STREET
SANTA FE
,
NM
87505
KIMBERLY DOUGLASS
TRUSTEE
1.00
0
0
0
1903 N FREMONT
CHICAGO
,
IL
60614
HOWARD DOUGLASS
TRUSTEE
1.00
0
0
0
4120 E GARFIELD
SEATTLE
,
WA
98112
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
964,093
b
Average of monthly cash balances
.......................
1b
31,981
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
996,074
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
3
Subtract line 2 from line 1d
.........................
3
996,074
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
14,941
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
981,133
6
Minimum investment return.
Enter 5% of line 5
..................
6
49,057
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
49,057
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
458
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
458
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
48,599
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
48,599
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
48,599
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
56,160
b
Program-related investments—total from Part IX-B
..................
1b
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
56,160
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
458
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
55,702
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
48,599
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
0
b
From 2015
......
0
c
From 2016
......
0
d
From 2017
......
0
e
From 2018
......
24,291
f
Total
of lines 3a through e
........
24,291
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
56,160
a
Applied to 2018, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
24,291
e
Remaining amount distributed out of corpus
31,869
5
Excess distributions carryover applied to 2019.
24,308
24,308
(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
31,852
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
......
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)
.......
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
......
31,852
10
Analysis of line 9:
a
Excess from 2015
....
0
b
Excess from 2016
....
0
c
Excess from 2017
....
0
d
Excess from 2018
....
0
e
Excess from 2019
....
31,852
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).)
DOUGLASS CHARITABLE LEAD ANNUITY TR
KEITH DOUGLASS TRUSTEE
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
ROCKY MOUNTAIN PBS
1089 BANNOCK ST
DENVER
,
CO
80204
PUBLIC
CIVIC
1,100
DOCTORS WITHOUT BORDERS
333 7TH AVENUE 2ND FLOOR
NEW YORK
,
NY
10001
PUBLIC
MEDICAL
5,500
NEW MEXICO SUICIDE INTERVENTION PROJECT
4164 S MEADOWS RD
SANTA FE
,
NM
87507
PUBLIC
MEDICAL
300
K-9 THERAPY CORP
1700 W IRVING PARK RD
CHICAGO
,
IL
60613
PUBLIC
ANIMAL WELFARE
350
KITCHEN ANGELS
1222 SILER ROAD
SANTA FE
,
NM
87507
PUBLIC
CHILDREN
500
CLIMATE SOLUTIONS
1402 THIRD AVE STE 1305
SEATTLE
,
WA
98101
PUBLIC
CIVIC
1,000
DENVER ZOOLOGICAL SOCIETY
2300 STEELE STREET
DENVER
,
CO
80205
PUBLIC
ANIMAL WELFARE
500
ASSISTANCE DOGS OF THE WEST
PO BOX 31027
SANTA FE
,
NM
87594
PUBLIC
MEDICAL
300
NPSNM ENDOWMENT FUND
PO BOX 35388
ALBUQUERQUE
,
NM
87176
PUBLIC
EDUCATION
1,000
FIRST PLACE
PO BOX 22536
SEATTLE
,
WA
98122
PUBLIC
CIVIC
1,000
350ORG
20 JAY ST SUITE 732
BROOKLYN
,
NY
11201
PUBLIC
ENVIRONMENTAL
1,500
BOYS AND GIRLS CLUBS OF KINGS COUNTY
603 STEWART 300
SEATTLE
,
WA
98101
PUBLIC
CHILDREN'S WELFARE
500
ALASKA WILDERNESS LEAGUE
122 C ST NW
WASHINGTON
,
DC
20001
PUBLIC
ENVIRONMENTAL
1,000
SAVE OUR YOUTH
3443 W 23RD AVE
DENVER
,
CO
80211
PUBLIC
CHILDREN'S WELFARE
300
MENTAL HEALTH CENTER OF DENVER
4141 E DICKERSON
DENVER
,
CO
80222
PUBLIC
MEDICAL
500
YOUTH SHELTERS
PO BOX 28279
SANTA FE
,
NM
87592
PUBLIC
CHILDREN
300
RED LAKE ROSIE'S PLACE
23880 S GOOD RD
TRAIL
,
MN
56684
PUBLIC
ANIMAL WELFARE
300
LOS GOLINDRINAS
334 LOS PINOS ROAD
SANTA FE
,
NM
87507
PUBLIC
ARTS
300
SEATTLE HUMANE SOCIETY
13212 SE EASTGATE WAY
BELLEVUE
,
WA
98005
PUBLIC
ANIMAL WELFARE
250
PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS
7155 E 38TH AVE
DENVER
,
CO
80207
PUBLIC
MEDICAL
500
HABITAT FOR HUMANITY
121 HABITAT STREET
AMERICUS
,
GA
31709
PUBLIC
HOMELESS
500
WYATT EDISON CHARTER SCHOOL
3620 FRANKLIN STREET
DENVER
,
CO
80205
PUBLIC
EDUCATION
500
BOYS AND GIRLS CLUB
730 ALTO STREET
SANTA FE
,
NM
87501
PUBLIC
CHILDREN'S WELFARE
300
NEW MEXICO ENVIRONMENTAL LAW CENTER
1405 LUISA STREET SUITE 5
SANTA FE
,
NM
87505
PUBLIC
ENVIRONMENTAL
1,000
KENSINGTON CONSERVATORY
736 N WESTERN AVE PMB 346
LAKE FOREST
,
IL
60045
PUBLIC
CIVIC
2,500
LANDMARKS ILLINOIS
53 WEST JACKSON BLVD STE 1315
CHICAGO
,
IL
60604
PUBLIC
CIVIC
500
SANTA FE FARMERS MARKET
1607 PASEO DE PERALTA
SANTA FE
,
NM
87501
PUBLIC
CIVIC
300
SANTA FE CONSERVATION TRUST
PO BOX 23985
SANTA FE
,
NM
87502
PUBLIC
CIVIC
300
GIRLS INC
301 HILLSIDE AVENUE
SANTA FE
,
NM
87501
PUBLIC
EDUCATION
500
ENNEAGRAM PRISON PROJECT
PO BOX 804
LOS GATOS
,
CA
95031
PUBLIC
EDUCATION
300
KENT DENVER SCHOOL
4000 E QUINCY
ENGLEWOOD
,
CO
80113
PUBLIC
EDUCATION
1,000
BIG CITY MOUNTAINEERS
710 10TH STREET 120
GOLDEN
,
CO
80401
PUBLIC
CHILDREN
1,000
NEW MEXICO PBS
1130 UNIVERSITY BLVD SE
ALBUQUERQUE
,
NM
87131
PUBLIC
CIVIC
500
PLANNED PARENTHOOD OF NEW MEXICO
730 S ST MICHAELS DR SUITE 4B
SANTA FE
,
NM
87505
PUBLIC
MEDICAL
400
THE SALVATION ARMY
5040 N PULASKI ROAD
CHICAGO
,
IL
60630
PUBLIC
HOMELESS
500
CHARCOT-MARIE-TOOTH ASSOCIATION
PO BOX 105
GLENOLDEN
,
PA
19036
PUBLIC
MEDICAL
400
ATTENTION HOMES
3080 BROADWAY ST
DENVER
,
CO
80304
PUBLIC
HOMELESS
500
MAXFUND
720 W 10TH AVE
DENVER
,
CO
80204
PUBLIC
ANIMAL WELFARE
300
THERE WITH CARE
2825 WILDERNESS PLACE SUITE 100
BOULDER
,
CO
80301
PUBLIC
MEDICAL
750
COLORADO NONPROFIT DEV
789 SHERMAN ST 250
DENVER
,
CO
80203
PUBLIC
CIVIC
300
COLORADO PUBLIC RADIO
7409 S ALTON CT
ENGLEWOOD
,
CO
80112
PUBLIC
CIVIC
500
CVNM
200 W DE VARGAS ST 1
SANTA FE
,
NM
87501
PUBLIC
CIVIC
300
WINGS OF AMERICA
901 W SAN MATEO RD M
SANTA FE
,
NM
87505
PUBLIC
CHILDREN
300
SCHOOL OF ADVANCED RESEARCH
660 GARCIA ST
SANTA FE
,
NM
87505
PUBLIC
EDUCATION
300
BLUE SKY BRIDGE
PO BOX 19122
BOULDER
,
CO
80308
PUBLIC
HOMELESS
600
BAILY BOUSHAY HOUSE
2720 E MADISON ST
SEATTLE
,
WA
98112
PUBLIC
MEDICAL
250
PARTNERS IN HEALTH
PO BOX 996
FREDERICK
,
MD
21705
PUBLIC
MEDICAL
500
DAV CHARITABLE SERVICE TRUST
3725 ALEXANDRIA PIKE
NEWPORT
,
KY
41076
PUBLIC
VETERAN'S
2,000
FRIENDS OF THE PARKS
17 N STATE STREET 1450
CHICAGO
,
IL
60602
PUBLIC
CIVIC
2,000
HOME GROWN NEW MEXICO
PO BOX 23482
SANTA FE
,
NM
87502
PUBLIC
CIVIC
200
LIVE LIKE JAKE FOUNDATION
PO BOX 31652
PBG
,
FL
33420
PUBLIC
EDUCATION
400
STEM SANTA FE
PO BOX 33103
SANTA FE
,
NM
87594
PUBLIC
EDUCATION
300
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARE
CAMBRIDGE
,
MA
02138
PUBLIC
ENVIROMENTAL
700
PROJECT HEALING WATERS FLY FISHING
PO BOX 695
LAPLATA
,
MD
20646
PUBLIC
VETERAN'S WELFARE
400
ESPANOLA VALLEY HUMANE SOCIETY
108 HAMM PARKWAY
ESPANOLA
,
NM
87532
PUBLIC
ANIMAL WELFARE
300
DAIRY CENTER OF THE ARTS
2590 WALNUT STREET
BOULDER
,
CO
80302
PUBLIC
ARTS
500
LABORATORY TO COMBAT HUMAN TRAFFICKING
1031 33RD STREET
DENVER
,
CO
80205
PUBLIC
CIVIC
600
REBUILD AFRICA
38 PORTER RD
CAMBRIDGE
,
MA
02140
PUBLIC
HUMANITARIAN AID
600
SANTA FE DREAMER'S PROJECT
PO BOX 8009
SANTA FE
,
NM
87504
PUBLIC
CIVIC
400
THE NATHAN YIP FOUNDATION
6295 GREENWOOD PLAZA BLVD SUITE 100
GREENWOOD VILLAGE
,
CO
80111
PUBLIC
EDUCATION
400
ADVENTURERS & SCIENTISTS FOR CONSERVATION
PO BOX 1834
BOZEMAN
,
MT
59771
PUBLIC
ENVIROMENTAL
500
WASHINGTON NATIONAL PARK
1904 3RD AVE SUITE 400
SEATTLE
,
WA
98101
PUBLIC
ENVIROMENTAL
500
AUDOBON WASHINGTON & SEWARD PARK
225 VARICK STREET
NEW YORK
,
NY
10014
PUBLIC
CIVIC
500
MENTORING KIDS WORK NM
809 ST MICHAELS DR
SANTA FE
,
NM
87505
PUBLIC
CHILDREN
300
EXPERIMENT IN INTERNATIONAL LIVING
1015 15TH ST NW
WASHINGTON
,
DC
20005
PUBLIC
HUMANITARIAN AID
300
INTERNATIONAL RESCUE COMMIT
PO BOX 6068
ALBERT LEA
,
MN
56007
PUBLIC
HUMANITARIAN AID
500
FORTERRA
901 5TH AVE SUITE 2200
SEATTLE
,
WA
98164
PUBLIC
LAND CONSERVATION
500
FRED HUTCHINSON CANCER RESEARCH CENTER
PO BOX 19024
SEATTLE
,
WA
98109
PUBLIC
MEDICAL
6,000
Total
.................................
3a
50,000
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
20,393
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
32,731
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
53,124
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
53,124
(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:
Part VI Line 7 -Original Return Overpayment:
-836
Form 990PF - Special Condition Description:
Special Condition Description