-
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 STEELE FAMILY FOUNDATION
C/O RONALD W STEELE
Number and street (or P.O. box number if mail is not delivered to street address)
4515 WILSON BLVD
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARLINGTON
,
VA
22203
A Employer identification number
61-6383654
B
Telephone number (see instructions)
(202) 342-1194
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)
$
2,386,215
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)
0
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
55,427
55,427
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
209,740
b
Gross sales price for all assets on line 6a
386,787
7
Capital gain net income (from Part IV, line 2)
...
230,966
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)
.......
12
Total.
Add lines 1 through 11
........
265,167
286,393
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
3,221
1,611
966
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
18,432
17,775
657
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
21,653
19,386
1,623
25
Contributions, gifts, grants paid
.......
336,500
336,500
26
Total expenses and disbursements.
Add lines 24 and 25
358,153
19,386
338,123
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-92,986
b
Net investment income
(if negative, enter -0-)
267,007
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
104,823
100,605
100,605
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
34,316
0
0
b
Investments—corporate stock (attach schedule)
.......
1,090,554
1,080,792
2,256,143
c
Investments—corporate bonds (attach schedule)
.......
20,237
4,003
4,002
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
28,456
0
25,465
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
1,278,386
1,185,400
2,386,215
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
1,278,386
1,185,400
29
Total net assets or fund balances
(see instructions)
.....
1,278,386
1,185,400
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,278,386
1,185,400
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
1,278,386
2
Enter amount from Part I, line 27a
.....................
2
-92,986
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
1,185,400
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
1,185,400
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
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
257,325
123,120
134,205
b
129,462
32,701
96,761
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
134,205
b
96,761
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
230,966
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
317,788
2,501,976
0.127015
2017
312,015
2,573,286
0.121252
2016
238,632
2,420,651
0.098582
2015
194,902
2,501,094
0.077927
2014
194,168
2,602,686
0.074603
2
Total
of line 1, column (d)
.....................
2
0.499379
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
0.099876
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
2,374,542
5
Multiply line 4 by line 3
......................
5
237,160
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
2,670
7
Add lines 5 and 6
........................
7
239,830
8
Enter qualifying distributions from Part XII, line 4
,.............
8
338,123
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
2,670
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
2,670
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
2,670
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
732
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
732
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
15
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
1,953
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)
VA
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
RONALD W STEELE
Telephone no.
(202) 342-1194
Located at
4515 WILSON BLVD
ARLINGTON
VA
ZIP+4
22203
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
RONALD W STEELE
DIRECTOR
0.25
0
0
0
4515 WILSON BLVD
ARLINGTON
,
VA
22203
MARY J STEELE
DIRECTOR
0.25
0
0
0
4515 WILSON BLVD
ARLINGTON
,
VA
22203
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
2,366,930
b
Average of monthly cash balances
.......................
1b
43,773
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
2,410,703
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
2,410,703
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
36,161
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
2,374,542
6
Minimum investment return.
Enter 5% of line 5
..................
6
118,727
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
118,727
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
2,670
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
2,670
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
116,057
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
116,057
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
116,057
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
338,123
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
338,123
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
2,670
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
335,453
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
116,057
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
226,386
c
From 2016
......
121,075
d
From 2017
......
185,205
e
From 2018
......
195,311
f
Total
of lines 3a through e
........
727,977
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
338,123
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
.....
116,057
e
Remaining amount distributed out of corpus
222,066
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
950,043
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
950,043
10
Analysis of line 9:
a
Excess from 2015
....
226,386
b
Excess from 2016
....
121,075
c
Excess from 2017
....
185,205
d
Excess from 2018
....
195,311
e
Excess from 2019
....
222,066
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ADELANTE CHARTER SCHOOL OF SANTA BARBARA
1102 E YANONALI STREET
SANTA BARBARA
,
CA
93103
NONE
PUBLIC CHARITY
DEVELOP BILITERATE MULTICULTURAL STUDENTS
5,000
AHEAD WITH HORSES
10157 JOHANNA AVENUE
SHADOW HILLS
,
CA
91040
NONE
PUBLIC CHARITY
PROVIDE UNIQUE, MOTIVATING AND EFFECTIVE THERAPY, EDUCATION TO DISABLED/DISADVANTAGED
2,000
ARCADIA CENTER FOR SUSTAINABLE FOOD AND AGRICULTURE
9000 RICHMOND HIGHWAY
ALEXANDRIA
,
VA
22309
NONE
PUBLIC CHARITY
CREATE A MORE EQUITABLE AND SUSTAINABLE LOCAL FOOD SYSTEM IN THE WASHINGTON, DC AREA
3,000
ARLINGTON ARTS CENTER
3550 WILSON BLVD
ARLINGTON
,
VA
22201
NONE
PUBLIC CHARITY
CONNECT THE PUBLIC WITH CONTEMPORARY ART AND ARTISTS THROUGH EXHIBITIONS, EDUCATIONAL PROGRAMS, AND ARTIST RESIDENCIES
2,000
ARLINGTON FREE CLINIC
2921 11TH STREET SOUTH
ARLINGTON
,
VA
22204
NONE
PUBLIC CHARITY
PROVIDES FREE MEDICAL CARE TO LOW-INCOME ADULTS
5,000
ARLINGTON PARTNERSHIP FOR AFFORDABLE HOUSING
4318 N CARLIN SPRINGS ROAD
ARLINGTON
,
VA
22203
NONE
PUBLIC CHARITY
IDENTIFIES AND PRESENTS STRATEGIES TO REACH AFFORDABLE HOUSING
5,000
AYUDA
6925B WILLOW STREET NW
WASHINGTON
,
DC
20012
NONE
PUBLIC CHARITY
PROVIDE LEGAL, SOCIAL AND LANGUAGE SERVICES
5,000
BEN'S RANCH
PO BOX 3952
CARMEL
,
IN
46082
NONE
PUBLIC CHARITY
GIVE TEENS WITH MENTAL HEALTH CHALLENGES WAYS TO IMPROVE THEIR LIVES
2,500
BENTON COMMUNITY FOUNDATION
660 NW HARRISON BLVD
CORVALLIS
,
OR
97330
NONE
PUBLIC CHARITY
CULTURAL PRESERVATION, ENVIRONMENTAL, GOOD GOVERNANCE
10,000
BENTON FURNITURE SHARE
4950 SW HOUT STREET
CORVALLIS
,
OR
97333
NONE
PUBLIC CHARITY
ADVANCE COMMUNITY GOOD
5,000
BHUTAN FOUNDATION
21 DUPONT CIRCLE NW
WASHINGTON
,
DC
20036
NONE
PUBLIC CHARITY
PROVIDE LOCALLY GROWN AND LOCALLY MADE HEALTHY FOODS AND REDISTRIBUTE QUALITY USED FURNITURE
5,000
BORROMEO HOUSING INC
3304 WASHINGTON BOULEVARD
ARLINGTON
,
VA
22201
NONE
PUBLIC CHARITY
EMPOWER SINGLE MOTHERS TO CREATE SELF-SUSTAINING FUTURE
5,000
BOYS AND GIRLS CLUB OF CORVALLIS
1112 NW CIRCLE BOULEVARD
CORVALLIS
,
OR
97330
NONE
PUBLIC CHARITY
PROMOTE HEALTHY LIFESTYLE, RESPONSIBLE CARING CITIZENS
5,000
BRIGHAM AND WOMEN'S HOSPITAL
116 HUNTINGTON AVE THIRD FLOOR
BOSTON
,
MA
02116
NONE
PUBLIC CHARITY
MEET THE HEALTH CARE NEEDS OF SOUTHWEST BOSTON
3,000
CANINE ADOPTION AND RESCUE LEAGUE (CARL)
3203 E MAIN ST
VENTURA
,
CA
93003
NONE
PUBLIC CHARITY
ADVOCATE FOR ANIMAL WELFARE, SEEKING TO END THE NEEDLESS DEATHS OF COMPANION ANIMALS THROUGH ADOPTION, EDUCATION, AND OUTREACH PROGRAMS
2,500
CAPITOL CARING
2900 TELESTAR COURT
FALLS CHURCH
,
VA
22042
NONE
PUBLIC CHARITY
PROVIDES HOSPICE, PALLIATIVE CARE AND COUNSELING
5,000
CAPITOL HILL ARTS WORKSHOP
545 7TH STREET SE
WASHINGTON
,
DC
20003
NONE
PUBLIC CHARITY
BUILDING COMMUNITY THROUGH ARTS
3,000
CATALOGUE FOR PHILANTHROPY
10 G STREET NE
WASHINGTON
,
DC
20002
NONE
PUBLIC CHARITY
INCREASE THE VISIBILITY OF CHARITIES
2,000
CATHOLIC CHARITIES ARCHDIOCESE OF WASHINGTON
924 G STREET NW
WASHINGTON
,
DC
20001
NONE
PUBLIC CHARITY
SERVICE TO THOSE IN NEED, ADVOCATE FOR JUSTICE
10,000
CATHOLIC CHARITIES DIOCESE OF ARLINGTON
200 NORTH GLEBE ROAD SUITE 506
ARLINGTON
,
VA
22203
NONE
PUBLIC CHARITY
ENCOUNTER CHRIST TO TRANSFORM INDIVIDUALS, FAMILIES AND COMMUNITY
10,000
CATHOLIC CHARITIES OF SANTA BARBARA
609 EAST HALEY STREET
SANTA BARBARA
,
CA
93103
NONE
PUBLIC CHARITY
PREVENTING HUNGER AND HOMELESSNESS BY ADVANCING SELF-SUFFICIENCY
5,000
CENTRAL UNION MISSION
PO BOX 96763
WASHINGTON
,
DC
20090
NONE
PUBLIC CHARITY
SOCIAL SERVICE MINISTRY
3,000
CHARITY NAVIGATOR
139 HARRISTOWN ROAD SUITE 101
GLEN ROCK
,
NJ
07452
NONE
PUBLIC CHARITY
CHARITY EVALUATOR
2,000
CHILDREN'S NATIONAL HEALTH SYSTEM
801 ROEDER ROAD SUITE 650
SILVER SPRING
,
MD
20910
NONE
PUBLIC CHARITY
PREMIER PROVIDER OF PEDIATRIC SERVICES
3,000
CITY BLOSSOMS
1420 COLUMBIA ROAD NW
WASHINGTON
,
DC
20009
NONE
PUBLIC CHARITY
FOSTER HEALTHY CIOMMUNITIES WITH FOCUS ON LOW-INCOME COMMUNITIES
5,000
CITY DOGS RESCUE & CITY KITTIES
2121 DECATUR PLACE NW
WASHINGTON
,
DC
20008
NONE
PUBLIC CHARITY
SAVE LIVES OF ADOPTABLE CATS AND DOGS
5,000
COMMON GOOD CITY FARM
PO BOX 26030
WASHINGTON
,
DC
20001
NONE
PUBLIC CHARITY
URBAN FARMING
5,000
CORVALLIS-BENTON COUNTY PUBLIC LIBRARY
645 NW MONROE AVENUE
CORVALLIS
,
OR
97330
NONE
PUBLIC CHARITY
ENSURE THE PEOPLE OF BENTON COUNTY THE FULL MEASURE OF RESOURCES, SERVICES, AND ACCESS BEFITTING A GREAT LIBRARY
5,000
DOORWAYS FOR WOMEN AND FAMILIES
PO BOX 100185
ARLINGTON
,
VA
22210
NONE
PUBLIC CHARITY
CREATE PATHWAYS OUT OF HOMELESSNESS AND DOMESTIC VIOLENCE
3,000
DUMBARTON CONCERTS
3133 DUMBARTON ST NW
WASHINGTON
,
DC
20007
NONE
PUBLIC CHARITY
CLASSICAL/CHAMBER/JAZZ MUSIC CONCERTS
5,000
EARTH SANGHA
10123 COMMONWEALTH BLVD
FAIRFAX
,
VA
22032
NONE
PUBLIC CHARITY
PROPAGATION OF LOCAL NATIVE PLANTS
5,000
ENSEMBLE THEATRE
PO BOX 2307
SANTA BARBARA
,
CA
93120
NONE
PUBLIC CHARITY
PRESENTS NEW PLAYS AND INNOVATIVE INTERPRETATIONS OF CLASSIC WORKS
5,000
FOCUSED ULTRASOUND FOUNDATION
1230 CEDARS COURT SUITE 206
CHARLOTTESVILLE
,
VA
22903
NONE
PUBLIC CHARITY
ACCELERATE DEVELOPMENT & ADOPTION OF FOCUSED ULTRASOUND
3,000
FOOD & FRIENDS
219 RIGGS ROAD NE
WASHINGTON
,
DC
20011
NONE
PUBLIC CHARITY
DELIVER MEALS TO CRITICALLY ILL
7,500
FOOD FOR OTHERS
2938 PROSPERITY AVE
FAIRFAX
,
VA
22031
NONE
PUBLIC CHARITY
DISTRIBUTE FOOD TO THE HUNGRY
4,000
FRIENDS OF THE FAIRFAX COUNTY ANIMAL SHELTER
PO BOX 2321
CENTREVILLE
,
VA
20122
NONE
PUBLIC CHARITY
HELP LOST AND ABANDONED ANIMALS IN COMMUNITY
3,000
HART FOR ANIMALS
PO BOX 623
MCHENRY
,
MD
21541
NONE
PUBLIC CHARITY
SAVE HOMELESS PETS
3,000
HEAL THE OCEAN
PO BOX 90106
SANTA BARBARA
,
CA
93190
NONE
PUBLIC CHARITY
COMMITTED TO ENDING OCEAN POLLUTION
5,000
INNERCITY INNERCHILD
3133 DUMBARTON ST NW
WASHINGTON
,
DC
20007
NONE
PUBLIC CHARITY
ARTS EDUCATION/LITERACY PROGRAM FOR LOW-INCOME CHILDREN
10,000
INSIGHT MEMORY CARE CENTER
3953 PENDER DRIVE SUITE 100
FAIRFAX
,
VA
22030
NONE
PUBLIC CHARITY
ADULT DAY HEALTH AND RESOURCE CENTER
2,000
LEADERSHIP FOUNDATION OF INDIA
115 PULASKI ROAD
WHITEHOUSE STATION
,
NJ
08889
NONE
PUBLIC CHARITY
INVEST AND EMPOWER WOMEN LEADERS IN INDIA
3,000
LEAST OF THESE FOUNDATION
531 LAKEVIEW LANE
BOYCE
,
VA
22620
NONE
PUBLIC CHARITY
INTERNATIONAL DEVELOPMENT AND RELIEF SERVICES
3,000
MALAWI CHILDREN'S INITIATIVE
121 GRAYLYN DRIVE
CHAPEL HILL
,
NC
27516
NONE
PUBLIC CHARITY
FUNDS SCHOOL FEES FOR IMPROVERISHED CHILDREN AND ADULTS
5,000
MARTHA'S TABLE
2375 ELVANS ROAD SE
WASHINGTON
,
DC
20020
NONE
PUBLIC CHARITY
PROVIDES FOOD, CLOTHING AND EDUCATION TO THOSE IN NEED
5,000
MARTHA'S TABLE
2375 ELVANS ROAD SE
WASHINGTON
,
DC
20020
NONE
PUBLIC CHARITY
PROVIDES FOOD, CLOTHING AND EDUCATION TO THOSE IN NEED
5,000
MARY HOUSE
4303 13TH STREET NE
WASHINGTON
,
DC
20017
NONE
PUBLIC CHARITY
PROVIDES SHELTER AND RESOURCES TO IMMIGRANT FAMILIES
5,000
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROAD
SANTA BARBARA
,
CA
93108
NONE
PUBLIC CHARITY
PROVIDES ADVANCED STUDY TO GIFTED CLASSICAL MUSICIANS
3,000
NEW BEGINNINGS COUNSELING CENTER
342 EAST CARRILLO STREET STE C
SANTA BARBARA
,
CA
93101
NONE
PUBLIC CHARITY
MENTAL HEALTH CENTER PROVIDING PSYCHOLOGICAL COUNSELING AND SUPPORTIVE SERVICES
3,000
NEW BEGINNINGS COUNSELING CENTER
342 EAST CARRILLO STREET STE C
SANTA BARBARA
,
CA
93101
NONE
PUBLIC CHARITY
MENTAL HEALTH CENTER PROVIDING PSYCHOLOGICAL COUNSELING AND SUPPORTIVE SERVICES
2,500
PARTY FOR A CURE
909 BALTIMORE BOULEVARD
WESTMINSTER
,
MD
21157
NONE
PUBLIC CHARITY
SUPPORTS LEUKEMIA AND LYMPHOMA SOCIETY
2,000
POTOMAC RIVER KEEPER
3070 M STREET NW
WASHINGTON
,
DC
20007
NONE
PUBLIC CHARITY
PROTECT THE POTOMAC RIVER AND ITS TRIBUTARIES
2,000
RAINFOREST TRUST
7078 AIRLIE ROAD
WARRENTON
,
VA
20187
NONE
PUBLIC CHARITY
WORKS TO PROTECT THREATENED SPECIES AND ECOSYSTEMS
3,000
SADS FOUNDATION
4527 SOUTH 2300 EAST
SALT LAKE CITY
,
UT
84117
NONE
PUBLIC CHARITY
ADVOCATE FOR NONDISCRIMINATORY TREATMENT FOR PEOPLE WHO ARE DIAGNOSED WITH A SADS CONDITION
5,000
SANTA BARBARA BICYCLE COALITION
221 E ALAMAR AVENUE
SANTA BARBARA
,
CA
93190
NONE
PUBLIC CHARITY
IMPROVE CYCLING SAFETY
3,000
SANTA BARBARA BOTANIC GARDEN
1212 MISSION CANYON ROAD
SANTA BARBARA
,
CA
93105
NONE
PUBLIC CHARITY
STUDY AND ADVOCATE FOR NATIVE PLANTS
3,000
SANTA BARBARA CHANNELKEEPER
714 BOND AVENUE
SANTA BARBARA
,
CA
93103
NONE
PUBLIC CHARITY
PROTECT AND RESTORE SANTA BARBARA CHANNEL
2,500
SANTA BARBARA FOUNDATION
1111 CHAPALA ST 200
SANTA BARBARA
,
CA
93101
NONE
PUBLIC CHARITY
BUILD EMPATHETIC, INCLUSIVE AND RESILIENT COMMUNITIES
2,000
SECOND STORY
PO BOX 694
DUNN LORING
,
VA
22027
NONE
PUBLIC CHARITY
TRANSFORMS LIVES OF YOUTH BY PROVIDING COUNSELING, SHELTER, SUPPORT
3,000
SHAKESPEARE THEATRE COMPANY
516 EIGHTH STREET SE
WASHINGTON
,
DC
20003
NONE
PUBLIC CHARITY
CREATE, PRESERVE AND PROMOTE CLASSICAL THEATRE
3,000
SHAREABLE
487 CENTRAL AVENUE
MOUNTAIN VIEW
,
CA
94043
NONE
PUBLIC CHARITY
EMPOWER PEOPLE TO SHARE FOR A MORE RESILIENT, EQUITABLE, AND JOYFUL WORLD BY PUBLISHING STORIES, ANALYSIS, AND TOOLS
3,000
SHEPHERD'S CENTER OF OAKTON-VIENNA
541 MARSHALL ROAD SW
VIENNA
,
VA
22180
NONE
PUBLIC CHARITY
PROVIDE LIFE-ENRICHING SERVICES TO MATURE ADULTS
3,000
SIBLEY MEMORIAN HOSPITAL
5255 LONGHBORO ROAD NW
WASHINGTON
,
DC
20016
NONE
PUBLIC CHARITY
PHILANTHROPIC SUPPORT TO SIBLEY MEMORIAL HOSPITAL
5,000
SO OTHERS MIGHT EAT (SOME)
71 O ST NW
WASHINGTON
,
DC
20001
NONE
PUBLIC CHARITY
HELP THE POOR AND HOMELESS OF OUR NATION'S CAPITAL
5,000
SOMOS AMIGOS MEDICAL MISSIONS
PO BOX 2351
SARATOGA
,
CA
95070
NONE
PUBLIC CHARITY
PROVIDE MEDICAL AND DENTAL CARE
5,000
STAR COMMUNITY INC
13757 BROADFORDING CHURCH ROAD
HAGERSTOWN
,
MD
21740
NONE
PUBLIC CHARITY
PROVIDE SUPPORT FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES
3,000
STUDIO THEATRE
1501 14TH ST NW
WASHINGTON
,
DC
20005
NONE
PUBLIC CHARITY
THEATRE PRODUCTION COMPANY NURTURING ARTISTS
3,000
SYNETIC THEATER
2155 CRYSTAL PLAZA ARCADE
ARLINGTON
,
VA
22202
NONE
PUBLIC CHARITY
PRODUCES MAINSTAGE PRODUCTIONS AND EDUCATIONAL STUDIO
3,000
SYRIAN AMERICAN MEDICAL SOCIETY
1012 14TH STREET NW
WASHINGTON
,
DC
20005
NONE
PUBLIC CHARITY
HUMANITARIAN ASSISTANCE TO SYRIANS IN NEED
5,000
THE ALEETHIA FOUNDATION
4401A CONNECTICUT AVENUE NW
WASHINGTON
,
DC
20008
NONE
PUBLIC CHARITY
SHELTER FOR RUNAWAYS AND HOMELESS YOUTH
2,500
THE ARC
1825 K STREET NW
WASHINGTON
,
DC
20006
NONE
PUBLIC CHARITY
PROMOTES AND PROTECTS THE HUMAN RIGHTS OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES
3,000
THE LAM FOUNDATION
4520 COOPER RD SUITE 300
CINCINNATI
,
OH
45242
NONE
PUBLIC CHARITY
DEDICATED TO FINDING A CURE FOR LAM
3,000
THE LAMB CENTER
3160 CAMPBELL DRIVE PO BOX 1385
FAIRFAX
,
VA
22031
NONE
PUBLIC CHARITY
HOUSES DISABLED INDIVIDUALS
5,000
THE LAND TRUST FOR SANTA BARBARA COUNTY
1530 CHAPALA STREET
SANTA BARBARA
,
CA
93101
NONE
PUBLIC CHARITY
PRESERVE NATURAL RESOURCE AND AGRICULTURAL LAND
5,000
THE MARIH CENTER
3230-B DUKE STREET
ALEXANDRIA
,
VA
22314
NONE
PUBLIC CHARITY
EMERGENCY PREGNANCY SERVICE
3,000
THE THERAPEUTIC RIDING PROGRAM
12933 POPES HEAD RD
CLIFTON
,
VA
20124
NONE
PUBLIC CHARITY
PROVIDE EQUINE-ASSISTED ACTIVITIES TO PEOPLE WITH DISABILITIES, YOUTH-AT-RISK, RECOVERING MILITARY PERSONNEL, AND OTHERS
3,000
TRAVIS MANION FOUNDATION
164 E STATE STREET
DOYLESTOWN
,
PA
18901
NONE
PUBLIC CHARITY
ASSIST VETERANS AND FAMILIES OF THE FALLEN
2,000
WASHINGTON JESUIT ACADEMY
900 VARNUM STREET NE
WASHINGTON
,
DC
20017
NONE
PUBLIC CHARITY
ACADEMY FOR BOYS FROM LOW-INCOME COMMUNITIES
5,000
WASHINGTON SCHOOL FOR GIRLS
1901 MISSISSIPPI AVE SE
WASHINGTON
,
DC
20020
NONE
PUBLIC CHARITY
SCHOLARSHIP GIRLS' SCHOOL FROM LOW-INCOME COMMUNITIES
5,000
WILDLIFE CENTER OF VIRGINIA
1800 S DELPHINE AVENUE
WAYNESBORO
,
VA
22980
NONE
PUBLIC CHARITY
HOSPITAL FOR NATIVE WILDLIFE, TEACHING WORLD TO CARE ABOUT WILDLIFE
3,000
WOOLY MAMMOTH THEATRE
641 D STREET NW
WASHINGTON
,
DC
20004
NONE
PUBLIC CHARITY
THEATRE COMPANY BRINGING INNOVATIVE AND ORIGINAL PLAYS TO COMMUNITIES
3,000
WORD DANCE THEATER
4938 HAMPDEN LANE 405
BETHESDA
,
MD
20814
NONE
PUBLIC CHARITY
PROGRESSIVE PERFORMING ARTS COMPANY
5,000
WORLD WOMEN WORK
8 COLE LANE
SANTA FE
,
NM
87508
NONE
PUBLIC CHARITY
PROVIDES EDUCATION AND SKILL DEVELOPMENT TO WMEN
7,500
Total
.................................
3a
336,500
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
55,427
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
209,740
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)
..
0
265,167
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
265,167
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description