-
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
CENTRAL NATIONAL GOTTESMAN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
CO S EIGEN 3 MANHATTANVILLE ROAD
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PURCHASE
,
NY
10577
A Employer identification number
13-3047546
B
Telephone number (see instructions)
(914) 696-9000
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)
$
40,439,444
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
98,914
98,914
4
Dividends and interest from securities
...
839,575
839,575
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
6,746,366
b
Gross sales price for all assets on line 6a
14,684,589
7
Capital gain net income (from Part IV, line 2)
...
6,746,366
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
........
7,684,855
7,684,855
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)
.......
13,000
6,500
6,500
c
Other professional fees (attach schedule)
....
351,424
351,424
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
141,199
6,199
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
21,577
7,309
14,268
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
527,200
371,432
20,768
25
Contributions, gifts, grants paid
.......
1,950,573
2,003,073
26
Total expenses and disbursements.
Add lines 24 and 25
2,477,773
371,432
2,023,841
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
5,207,082
b
Net investment income
(if negative, enter -0-)
7,313,423
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
.........
1,353,702
5,932,793
5,932,793
3
Accounts receivable
Less: allowance for doubtful accounts
280
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)
0
7,969,090
7,983,440
b
Investments—corporate stock (attach schedule)
.......
28,823,249
21,429,930
26,523,211
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
30,177,231
35,331,813
40,439,444
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
207,500
155,000
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)
.........
207,500
155,000
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
........
19,464,003
19,464,003
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
10,505,728
15,712,810
29
Total net assets or fund balances
(see instructions)
.....
29,969,731
35,176,813
30
Total liabilities and net assets/fund balances
(see instructions)
.
30,177,231
35,331,813
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
29,969,731
2
Enter amount from Part I, line 27a
.....................
2
5,207,082
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
35,176,813
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
35,176,813
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
P
b
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
14,684,589
7,938,223
6,746,366
b
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
6,746,366
b
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
6,746,366
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
1,914,202
41,754,445
0.045844
2017
1,606,690
39,859,244
0.040309
2016
1,647,782
32,506,816
0.050690
2015
1,476,913
33,490,421
0.044100
2014
891,786
31,211,247
0.028573
2
Total
of line 1, column (d)
.....................
2
0.209516
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
0.041903
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
38,762,961
5
Multiply line 4 by line 3
......................
5
1,624,284
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
73,134
7
Add lines 5 and 6
........................
7
1,697,418
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,023,841
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
73,134
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
73,134
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
73,134
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
157,446
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
157,446
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
84,312
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
84,312
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
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)
NY
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
CENTRAL NATIONAL GOTTESMAN FDN
Telephone no.
(914) 696-9000
Located at
3 MANHATTANVILLE RD
PURCHASE
NY
ZIP+4
10577
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
No
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
KENNETH WALLACH
PRESIDENT
5.00
0
0
0
1160 PARK AVENUE
NEW YORK
,
NY
10128
STEVEN EIGEN
TREASURER
5.00
0
0
0
260 GARTH ROAD
SCARSDALE
,
NY
10583
ANDREW WALLACH
DIRECTOR
5.00
0
0
0
32 LINCOLN LANE
PURCHASE
,
NY
10577
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
GREENHAVEN ASSOCIATES INC
INVESTMENT ADVISORY FEES
351,424
3 MANHATTANVILLE ROAD
PURCHASE
,
NY
10577
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
NOT APPLICABLE
0
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
NOT APPLICABLE
0
2
All other program-related investments. See instructions.
3
0
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
39,227,436
b
Average of monthly cash balances
.......................
1b
125,824
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
39,353,260
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
39,353,260
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
590,299
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
38,762,961
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,938,148
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,938,148
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
73,134
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
73,134
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,865,014
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,865,014
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,865,014
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
2,023,841
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
2,023,841
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
73,134
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,950,707
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,865,014
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
1,906,697
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,023,841
a
Applied to 2018, but not more than line 2a
1,906,697
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
.....
117,144
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
1,747,870
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CATHERINE O'ROURKE
3 MANHATTANVILLE ROAD
PURCHASE
,
NY
10577
(914) 696-9000
b
The form in which applications should be submitted and information and materials they should include:
ELIGIBLE STUDENTS WISHING TO BE CONSIDERED FOR A CENTRAL NATIONAL GOTTESMAN SCHOLARSHIP MUST EMAIL THEIR APPLICATION, OFFICIAL TRANSCRIPT(S) SAT OR ACT SCORES AND A LETTER OF RECOMMENDATION
c
Any submission deadlines:
DEADLINES VARY WITH ACADEMIC YEAR
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
1) MUST BE ENROLLED OR INTEND TO ENROLL IN A FULL-TIME COURSE OF COLLEGE STUDY. THE COURSE OF STUDY MUST LEAD TO CREDITS TOWARDS A DEGREE OF BACHELOR ARTS (OR THE EQUIVALENT). 2) MUST BE CHILDREN OF CERTAIN FULL-TIME EMPLOYEES OF CENTRAL NATIONAL-GOTTESMAN INC.
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
AEG OAKLAND COMMUNITY FOUNDATION
7000 COLISEUM WAY
OAKLAND
,
CA
94621
NONE
PUBLIC
GENERAL PURPOSE
2,500
ALLIANCE FOR YOUNG ARTISTS & WRITERS INC CO SCHOLASTIC INC
557 BROADWAY
NEW YORK
,
NY
10012
NONE
PUBLIC
GENERAL PURPOSE
8,600
ALLIED PRINTING SERVICES CHARITABLE FOUNDATION
PO BOX 850
MANCHESTER
,
CT
060450850
NONE
PRIVATE
GENERAL PURPOSE
9,244
ALS ASSOCIATION
1275 K STREET NW STE 250
WASHINGTON
,
DC
200056823
NONE
PUBLIC
GENERAL PURPOSE
1,000
ALUMNI IN RECOVERY
10 LITTLE MOUNTAIN ROAD
OLD TAPPAN
,
NJ
076757014
NONE
PUBLIC
GENERAL PURPOSE
3,000
AMERICAN CANCER SOCIETY INC
250 WILLIAMS STREET NW
ATLANTA
,
GA
30303
NONE
PUBLIC
GENERAL PURPOSE
18,000
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
129 WALL STREET 29TH FLOOR
NEW YORK
,
NY
10005
NONE
PUBLIC
GENERAL PURPOSE
1,500
AMERICAN HEART ASSOCIATION INC NATIONAL CENTER
7272 GREENVILLE AVENUE
DALLAS
,
TX
752315129
NONE
PUBLIC
GENERAL PURPOSE
2,000
AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
424 EAST 92ND STREET 4TH FLOOR
NEW YORK
,
NY
10128
NONE
PUBLIC
GENERAL PURPOSE
1,000
ANNE ARUNDEL COUNTY CASA INC COURT APPOINTED SPECIAL ADVOCATES
8 CHURCH CIRCLE SUITE H-103
ANNAPOLIS
,
MD
21401
NONE
PUBLIC
GENERAL PURPOSE
1,000
BEYOND TYPE 1
545 MIDDLEFIELD ROAD SUITE 220
MENLO PARK
,
CA
94025
NONE
PUBLIC
GENERA PURPOSE
1,000
BLYTHDALE CHILDREN'S HOSPITAL
95 BRADHURST AVENUE
VALHALLA
,
NY
10595
NONE
PUBLIC
GENRAL PURPOSE
1,000
BOSTON UNIVERSITY
881 COMMONWEALTH AVENUE
BOSTON
,
MA
02215
NONE
PUBLIC
COLLEGE TUITION
20,000
BOYS AND GIRLS CLUBS OF CENTRAL IOWA INC
1421 WALKER STREET
DES MOINES
,
IA
50316
NONE
PUBLIC
GENERAL PURPOSE
2,500
BRIGHAM & WOMENS HOSPITAL INC
75 FRANCIS STREET
BOSTON
,
MA
02115
NONE
PUBLIC
GENERAL PURPOSE
10,000
BROPHY COMMUNITY FOUNDATION
4701 NORTH CENTRAL AVENUE
PHOENIX
,
AZ
850121723
NONE
PUBLIC
GENERAL PURPOSE
2,000
BRYANT UNIVERSITY
PO BOX 835
PROVIDENCE
,
RI
029010835
NONE
PUBLIC
COLLEGE TUITION
20,000
BUCKS COUNTY COMMUNITY COLLEGE
275 SWAMP ROAD
NEWTOWN
,
PA
18940
NONE
PUBLIC
COLLEGE TUITION
1,237
BUCKS COUNTY SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
PO BOX 277
LAHASKA
,
PA
189310277
NONE
PUBLIC
GENERAL PURPOSE
1,000
CAL POLY POMONA UNIVERSITY
3801 W TEMPLE AVE
POMONA
,
CA
91768
NONE
PUBLIC
COLLEGE TUITION
3,063
CALIFORNIA POLYTECHNIC STATE UNIVERSITY
1 GRAND AVE ADMINISTRATION 131E
SAN LUIS OBISPO
,
CA
93407
NONE
PUBLIC
COLLEGE TUITION
20,445
CAPTAIN PLANET FOUNDATION
133 LUCKIE STREET
ATLANATA
,
GA
30303
NONE
PUBLIC
GENERAL PURPOSE
2,000
CARBON CARING FOR KIDS
1200 EAST 5500 SOUTH
PRICE
,
UT
845017906
NONE
PUBLIC
GENERAL PURPOSE
6,000
CASA CHILD ADVOCATES OF MONTGOMERY COUNTY INC
412 W PHILLIPS STREET SUITE 107
CONROE
,
TX
77301
NONE
PUBLIC
GENERAL PURPOSE
3,000
CATHOLIC CHARITIES HAWAII
1099 ALAKEA STREET
HONOLULU
,
HI
96813
NONE
PUBLIC
GENERAL PURPOSE
2,000
CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC
238 JEWETT AVENUE
BRIDGEPORT
,
CT
066062892
NONE
PUBLIC
GENERAL PURPOSE
2,500
CENTRAL NATIONAL GOTTESMAN FOUNDATION CANADA
200 GALCAT DRIVE
VAUGHAN
,
ONTARIO
L4L 0B9
CA
NONE
PRIVATE
GENERAL PURPOSE
40,000
CHAI MITZVAH INC
106 TIMBERWOOD ROAD
WEST HARTFORD
,
CT
061171466
NONE
PUBLIC
GENERAL PURPOSE
5,000
CHAMBER MUSIC SOCIETY OF LINCOLN CENTER INC
70 LINCOLN CENTER PLAZA
NEW YORK
,
NY
100236548
NONE
PUBLIC
GENERAL PURPOSE
230,000
CHAPMAN UNIVERSITY
ONE UNIVERSITY DRIVE
ORANGE
,
CA
92866
NONE
PUBLIC
COLLEGE TUITION
10,000
CHILDSAVERS-MEMORIAL CHILD GUIDANCE CLINIC
200 NORTH 22ND STREET
RICHMOND
,
VA
23223
NONE
PUBLIC
GENERAL PURPOSE
1,000
CHURCH OF THE HOLY APOSTLES
296 NINTH AVENUE
NEW YORK
,
NY
10001
NONE
PUBLIC
GENERAL PURPOSE
5,000
CLEAR BLUE CONSERVATION
5464 CARLSBAD BOULEVARD
CARLSBAD
,
CA
92008
NONE
PUBLIC
GENERAL PURPOSE
3,000
COMMUNITY CHILD CARE CENTER OF DELRAY BEACH FOUNDATION INC
555 NW 4TH STREET
DELRAY BEACH
,
FL
33444
NONE
PUBLIC
GENERAL PURPOSE
1,250
CONNECTICUT CHILDREN'S MEDICAL CENTER FOUNDATION INC
282 WASHINGTON STREET
HARTFORD
,
CT
06106
NONE
PUBLIC
GENERAL PURPOSE
2,000
CORE SOUND WATERFOWL MUSEUM
PO BOX 556
HARKERS ISLAND
,
NC
285310556
NONE
PUBLIC
GENERAL PURPOSE
1,000
CORNER OF LOVE MINISTRIES
23745 225TH WAY SE SUITE 209
MAPLE VALLEY
,
WA
98038
NONE
PUBLIC
GENERAL PURPOSE
2,000
CROHNS & COLITIS FOUNDATION
733 THIRD AVENUE SUITE 510
NEW YORK
,
NY
10017
NONE
PUBLIC
GENERAL PURPOSE
4,000
CYSTIC FIBROSIS FOUNDATION
220 NORTH MAIN STREET SUITE 104
NATICK
,
MA
01760
NONE
PUBLIC
GENERAL PURPOSE
4,000
D'ADDARIO FOUNDATION INC
595 SMITH STREET
FARMINGDALE
,
NY
11735
NONE
PUBLIC
GENERAL PURPOSE
4,000
DARTMOUTH-HITCHCOCK HEALTH
1 MEDICAL CENTER DRIVE
LEBANON
,
NH
037561000
NONE
PUBLIC
GENERAL PURPOSE
1,000
DENVER ART MUSEUM INC
100 WEST 14TH AVENUE PARKWAY
DENVER
,
CO
80204
NONE
PUBLIC
GENERAL PURPOSE
1,500
DENVER ZOOLOGICAL FOUNDATION INC
2300 NORTH STEELE STREET
DENVER
,
CO
802054899
NONE
PUBLIC
GENERAL PURPOSE
1,000
DOCTORS WITHOUT BORDERS USA INC
40 RECTOR STREET 16TH FLOOR
NEW YORK
,
NY
10006
NONE
PUBLIC
GENERAL PURPOSE
15,000
EAST CAROLINA UNIVERSITY
EAST 5TH STREET
GREENVILLE
,
NC
278584353
NONE
PUBLIC
COLLEGE TUITION
6,946
EL'S FOR AUTISM FOUNDATION
18370 LIMESTONE CREEK ROAD
JUPITER
,
FL
33458
NONE
PUBLIC
GENERAL PURPOSE
4,000
EMMAUS MINISTRIES
345 EAST 9TH STREET
ERIE
,
PA
16503
NONE
PUBLIC
GENERAL PURPOSE
1,000
ENDURING HEARTS INC
3600 DALLAS HIGHWAY SUITE 230-250
MARIETTA
,
GA
30064
NONE
PUBLIC
GENERAL PURPOSE
5,000
FAMILY AND CHILDRENS AGENCY INC
9 MOTT AVENUE
NORWALK
,
CT
06850
NONE
PUBLIC
GENERAL PURPOSE
1,000
FIRST TEE OF GREATER CHARLOTTE INC
2661 BARRINGER ROAD
CHARLOTTE
,
NC
28208
NONE
PUBLIC
GENERAL PURPOSE
5,500
FOCUS FOR A FUTURE INC
176 WEST 94TH STREET 6D
NEW YORK
,
NY
10025
NONE
PUBLIC
GENERAL PURPOSE
60,000
FORDHAM UNIVERSITY
411 E FORDHAM ROAD
BRONX
,
NY
10458
NONE
PUBLIC
COLLEGE TUITION
20,000
GEORGETOWN UNIVERSITY
3700 O ST NW LOWER LEVEL WHITE
GRAVENOR
WASHINGTON
,
DC
20057
NONE
PUBLIC
COLLEGE TUITION
20,000
GIRL POWER 2 CURE INC
20 OAK KNOLL PLACE
BELLEVILLE
,
IL
62223
NONE
PUBLIC
GENERAL PURPOSE
1,000
GREATER MANKATO AREA UNITED WAY INC
127 SOUTH SECOND STREET
MANKATO
,
MN
56001
NONE
PUBLIC
GENERAL PURPOSE
1,500
HABITAT FOR HUMANITY INTERNATIONAL INC
270 PEACHTREE STREET NW SUITE 1300
ATLANTA
,
GA
30303
NONE
PUBLIC
GENERAL PURPOSE
40,000
HAMILTON COLLEGE
198 COLLEGE HILL ROAD
CLINTON
,
NY
13323
NONE
PUBLIC
COLLEGE TUITION
20,000
HARLEM LACROSSE AND LEADERSHIP CORPORATION
2581 ADAM CLAYTON POWELL JR BLVD
NEW YORK
,
NY
100392619
NONE
PUBLIC
GENERAL PURPOSE
500
HAWAII THEATER CENTER
1130 BETHEL STREET
HONOLULU
,
HI
96813
NONE
PUBLIC
GENERAL PURPOSE
1,000
HMH HOSPITAL CORPORATION
1350 CAMPUS PARKWAY
NEPTUNE
,
NJ
077536821
NONE
PUBLIC
GENERAL PURPOSE
3,000
HUBBARD STREET DANCE CHICAGO INC
1147 WEST JACKSON BOULEVARD
CHICAGO
,
IL
60607
NONE
PUBLIC
GENERAL PURPOSE
1,000
HUMAN RIGHTS FIRST
75 BROAD ST 31ST FLOOR
NEW YORK
,
NY
10004
NONE
PUBLIC
GENERAL PURPOSE
5,000
IMPACT 100 TRAVERSE CITY INC
526 WEST 14TH STREET SUITE 264
TRAVERSE CITY
,
MI
496844051
NONE
PUBLIC
GENERAL PURPOSE
1,000
INTERFAITH FOOD CENTER
11819 BURKE STREET
SANTA FE SPRINGS
,
CA
90670
NONE
PUBLIC
GENERAL PURPOSE
2,000
INTERFAITH OUTREACH & COMMUNITY PARTNERS
1605 COUNTY ROAD 101 N
PLYMOUTH
,
MN
55447
NONE
PUBLIC
GENERAL PURPOSE
1,000
INTERNATIONAL RESCUE COMMITTEE INC
122 EAST 42ND STREET
NEW YORK
,
NY
10168
NONE
PUBLIC
GENERAL PURPOSE
30,000
INTERNATIONAL RETT SYNDROME FOUNDATION
4600 DEVITT DRIVE
CINCINNATI
,
OH
45246
NONE
PUBLIC
GENERAL PURPOSE
4,000
JDRF INTERNATIONAL
532 BROADHOLLOW ROAD SUITE 118
MELVILLE
,
NY
11747
NONE
PUBLIC
GENERAL PURPOSE
5,000
JDRF INTERNATIONAL
26 BROADWAY 14TH FLOOR
NEW YORK
,
NY
10004
NONE
PUBLIC
GENERAL PURPOSE
2,000
JEVS HUMAN SERVICES INC
1845 WALNUT STREET 7TH FLOOR
PHILADELPHIA
,
PA
19103
NONE
PUBLIC
GENERAL PUBLIC
1,500
JUNIOR ACHIEVEMENT OF NEW YORK
420 LEXINGTON AVENUE SUITE 205
NEW YORK
,
NY
10170
NONE
PUBLIC
GENERAL PURPOSE
2,000
KUTZTOWN UNIVERSITY
15200 KUTZTOWN ROAD
KUTZTOWN
,
PA
19530
NONE
PUBLIC
COLLEGE TUITION
7,218
LEGACY OF LIFE FOUNDATION
25 SOUTH MAIN STREET 217
YARDLEY
,
PA
19607
NONE
PUBLIC
GENERAL PURPOSE
1,000
LEUKEMIA & LYMPHOMA SOCIETY INC
3 INTERNATIONAL DRIVE
RYE BROOK
,
NY
105737500
NONE
PUBLIC
GENERAL PURPOSE
1,500
LIFEWATER INC
PO BOX 3131
SAN LUIS OBISPO
,
CA
93403
NONE
PUBLIC
GENERAL PURPOSE
10,000
LOAVES AND FISHES FAMILY KITCHEN
1534 BERGER DRIVE
SAN JOSE
,
CA
95112
NONE
PUBLIC
GENERAL PURPOSE
1,500
MARCH OF DIMES FOUNDATION
8000 WEST 78TH STREET SUITE 330
EDINA
,
MN
55439
NONE
PUBLIC
GENERAL PURPOSE
1,000
MARIST COLLEGE
3399 NORTH ROAD
POUGHKEEPSIE
,
NY
12601
NONE
PUBLIC
COLLEGE TUITION
29,310
MARY KAY FOUNDATION
16251 DALLAS PARKWAY
ADDISON
,
TX
750016801
NONE
PUBLIC
GENERAL PURPOSE
3,000
MCSO MASH
550 WEST JACKSON STREET
PHOENIX
,
AZ
85003
NONE
PUBLIC
GENERAL PURPOSE
2,000
MEALS ON WHEELS AMERICA
1550 CRYSTAL DRIVE SUITE 1004
ARLINGTON
,
VA
22202
NONE
PUBLIC
GENERAL PURPOSE
10,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUE
NEW YORK
,
NY
100656007
NONE
PUBLIC
GENERAL PURPOSE
40,000
MERCY COLLEGE
47 WEST 34TH STREET
NEW YORK
,
NY
10001
NONE
PUBLIC
COLLEGE TUITION
12,179
MIAMI UNIVERSITY
301 S CAMPUS AVE
OXFORD
,
OH
450563439
NONE
PUBLIC
COLLEGE TUITION
12,363
MODESTO YOUTH SOCCER ASSOCIATION INC
PO BOX 577229
MODESTO
,
CA
95357
NONE
PUBLIC
GENERAL PURPOSE
3,000
MUSEUM OF MODERN ART
11 WEST 53RD STREET
NEW YORK
,
NY
10019
NONE
PUBLIC
GENERAL PURPOSE
460,000
NATIONAL ARBOR DAY FOUNDATION
211 NORTH 12TH STREET
LINCOLN
,
NE
68508
NONE
PUBLIC
GENERAL PURPOSE
1,000
NATIONAL BOOK FOUNDATION INC
90 BROAD STREET SUITE 604
NEW YORK
,
NY
10004
NONE
PUBLIC
GENERAL PURPOSE
47,240
NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN
333 JOHN CARLYLE STREET
ALEXANDRIA
,
VA
22314
NONE
PUBLIC
GENERAL PURPOSE
1,650
NATIONAL KIDNEY FOUNDATION INC
30 EAST 33RD STREET
NEW YORK
,
NY
10016
NONE
PUBLIC
GENERAL PURPOSE
1,000
NEW YORK UNIVERSITY
383 LAFAYETTE STREET 1ST FLOOR
NEW YORK
,
NY
10003
NONE
PUBLIC
COLLEGE TUITION
-10,001
NEW YORK UNIVERSITY
383 LAFAYETTE STREET 1ST FLOOR
NEW YORK
,
NY
10003
NONE
PUBLIC
COLLEGE TUITION
19,772
NEXT STEP FUND INC
99 BISHOP ALLEN DRIVE
CAMBRIDGE
,
MA
02319
NONE
PUBLIC
GENERAL PURPOSE
15,155
NORTHEASTERN UNIVERSITY
354 RICHARDS HALL 360 HUNTINGTON
AVENUE
BOSTON
,
MA
02115
NONE
PUBLIC
COLLEGE TUITION
49,594
NORTHERN IL POLICE K-9 MEMORIAL
PO BOX 94
WADSWORTH
,
IL
60083
NONE
PUBLIC
GENERAL PURPOSE
1,000
NORTHWESTERN UNIVERSITY
PO BOX 70385
CHICAGO
,
IL
60673
NONE
PUBLIC
COLLEGE TUITION
15,361
ONE TREE PLANTED INC
145 PINE HAVEN SHORES ROAD SUITE
1000-D
SHELBURNE
,
VT
05482
NONE
PRIVATE
GENERAL PURPOSE
1,500
OPPORTUNITY VILLAGE FOUNDATION
6300 WEST OAKLEY BOULEVARD
LAS VEGAS
,
NV
89146
NONE
PUBLIC
GENERAL PURPOSE
2,500
OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION
1121 SOUTHWEST SALMON STREET SUITE
100
PORTLAND
,
OR
972052000
NONE
PUBLIC
GENERAL PURPOSE
6,000
PACE UNIVERSITY
100 SUMMIT LAKE DRIVE
VALHALLA
,
NY
105951339
NONE
PUBLIC
COLLEGE TUITION
21,662
PACE UNIVERSITY
100 SUMMIT LAKE DRIVE
VALHALLA
,
NY
105951339
NONE
PUBLIC
GENERAL PURPOSE
1,000
PAN MASSACHUSETTS CHALLENGE
77 FOURTH AVENUE
NEEDHAM
,
MA
02494
NONE
PUBLIC
GENERAL PURPOSE
44,900
PAPER FOUNDATION - SOS INDUSTRY EXCELLENCE SCHOLARSHIP
3330 NORTH WABASH AVENUE
CHICAGO
,
IL
60611
NONE
PUBLIC
GENERAL PURPOSE
10,000
PASO DEL NORTE FOUNDATION
221 NORTH KANSAS STREET SUITE 1900
EL PASO
,
TX
799011428
NONE
PUBLIC
GENERAL PURPOSE
3,000
PEN AMERICA
588 BROADWAY SUITE 303
NEW YORK
,
NY
10012
NONE
PUBLIC
GENERAL PURPOSE
9,770
POETS & WRITERS INC
90 BROAD STREET SUITE 2100
NEW YORK
,
NY
10004
NONE
PUBLIC
GENERAL PURPOSE
23,680
PRINT AND GRAPHICS SCHOLARSHIP FOUNDATION
301 BUSH CREEK ROAD
WARRENDALE
,
PA
15086
NONE
PUBLIC
GENERAL PURPOSE
1,500
RANDY WALKER LEGACY FOUNDATION
1926 SHERMER ROAD
GLENVIEW
,
IL
60026
NONE
PUBLIC
GENERAL PURPOSE
2,500
RIDER UNIVERSITY
2083 LAWRENCEVILLE ROAD
LAWRENCEVILLE
,
NJ
08648
NONE
PUBLIC
COLLEGE TUITION
18,763
RONALD MCDONALD HOUSE CHARITIES OF HAWAII INC
PO BOX 61777
HONOLULU
,
HI
963891777
NONE
PUBLIC
GENERAL PURPOSE
1,000
RONALD MCDONALD HOUSE OF DALLAS INC
4707 BENGAL STREET
DALLAS
,
TX
75235
NONE
PUBLIC
GENERAL PURPOSE
3,000
ROSELLE-MEDINAH SOFTBALL AND BASEBALL ORGANIZATION
C/O SCARBOOR 101 W 22ND ST 207
LOMBARD
,
IL
60148
NONE
PUBLIC
GENERAL PURPOSE
1,000
SACRED HEART UNIVERSITY
5151 PARK AVENUE
FAIRFIELD
,
CT
06825
NONE
PUBLIC
GENERAL PURPOSE
3,560
SAN DIEGO STATE UNIVERSITY
5500 CAMPANILE DRIVE
SAN DIEGO
,
CA
92182
NONE
PUBLIC
COLLEGE TUITION
2,816
SJB CHILD DEVELOPMENT CENTERS
1400 PARKMOOR AVENUE SUITE 220
SAN JOSE
,
CA
95126
NONE
PUBLIC
GENERAL PURPOSE
2,000
SOLDIER'S WISH
PO BOX 3231
TULSA
,
OK
74101
NONE
PUBLIC
GENERAL PURPOSE
2,220
SOLID GROUND WASHINGTON
1501 NORTH 45TH STREET
SEATTLE
,
WA
981036708
NONE
PUBLIC
GENERAL PURPOSE
3,000
ST JOSEPH'S CATHOLIC SCHOOL
100 SAINT JOSEPHS DRIVE
GREENVILLE
,
SC
29607
NONE
PUBLIC
GENERAL PURPOSE
1,000
SUNY ONEONTA
240 NETZER ADMINISTRATION BUILDING
ONEONTA
,
NY
13820
NONE
PUBLIC
COLLEGE TUITION
9,525
SUNY POLYTECHNIC INSTITUTE
257 FULLER ROAD
ALBANY
,
NY
12203
NONE
PUBLIC
COLLEGE TUITION
7,848
SUNY POLYTECHNIC INSTITUTE
257 FULLER ROAD
ALBANY
,
NY
12203
NONE
PUBLIC
COLLEGE TUITION
7,858
SURFRIDER FOUNDATION
PO BOX 6010
SAN CLEMENTE
,
CA
92674
NONE
PUBLIC
GENERAL PURPOSE
2,500
SUSAN G KOMEN BREAST CANCER FOUNDATION
5005 LBJ FREEWAY SUITE 250
DALLAS
,
TX
75244
NONE
PUBLIC
GENERAL PURPOSE
3,000
SYRACUSE PULP & PAPER FOUNDATION INC
ONE FORESTRY DRIVE
SYRACUSE
,
NY
132102778
NONE
PUBLIC
GENERAL PURPOSE
5,000
THANK YOU VETERANS
523 NORTH MAIN STREET
LOMBARD
,
IL
601480000
NONE
PUBLIC
GENERAL PURPOSE
1,000
THE COLLEGE OF NEW ROCHELLE
29 CASTLE PLACE
NEW ROCHELLE
,
NY
108052339
NONE
PUBLIC
COLLEGE TUITION
6,257
THE GEORGE WASHINGTON UNIVERSITY
45155 RESEARCH PLACE SUITE 250
ASHBURN
,
VA
20147
NONE
PUBLIC
COLLEGE TUITION
20,000
THE GIORGIO FOUNDATION
118 MCDONALD DRIVE
DUNCANSVILLE
,
PA
16635
NONE
PUBLIC
GENERAL PURPOSE
1,000
TREAT 'EM LIKE A KING
6470 MATHENY WAY
CITRUS HEIGHTS
,
CA
956214836
NONE
PUBLIC
GENERAL PURPOSE
5,000
TRUSTEES OF COLUMBIA UNIVERSITY
615 WEST 131ST STREET
NEW YORK
,
NY
100277922
NONE
PUBLIC
GENERAL PURPOSE
20,000
TUFTS MEDICAL CENTER INC
750 WASHINGTON STREET BOX 811
BOSTON
,
MA
02111
NONE
PUBLIC
GENERAL PURPOSE
10,000
UJA - FEDERATION OF NEW YORK
130 EAST 59TH STREET STE 964
NEW YORK
,
NY
10022
NONE
PUBLIC
GENERAL PURPOSE
5,000
UNION COLLEGE
MCKEAN HOUSE
SCHENECTADY
,
NY
12308
NONE
PUBLIC
COLLEGE TUITION
28,360
UNION COLLEGE
MCKEAN HOUSE
SCHENECTADY
,
NY
12308
NONE
PUBLIC
COLLEGE TUITION
13,705
UNITED WAY OF CENTRAL IOWA
1111 NINTH STREET SUITE 100
DES MOINES
,
IA
50314
NONE
PUBLIC
GENERAL PURPOSE
7,500
UNITED WAY OF PORTAGE COUNTY INC
1100 CENTERPOINT DRIVE 302
STEVENS PONT
,
WI
54481
NONE
PUBLIC
GENERAL PURPOSE
1,000
UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY
700 SOUTH ALAMO
SAN ANTONIO
,
TX
78205
NONE
PUBLIC
GENERAL PURPOSE
8,000
UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED
2390 ALUMNI DRIVE UNIT 3206
STORRS
,
CT
06269
NONE
PUBLIC
GENERAL PURPOSE
2,000
UNIVERSITY OF DELAWARE
30 LOVETT AVENUE
NEWARK
,
DE
19716
NONE
PUBLIC
COLLEGE TUITION
16,085
UNIVERSITY OF IOWA
PO BOX 14409
DES MOINES
,
IA
503063409
NONE
PUBLIC
COLLEGE TUITION
274
UNIVERSITY OF MAINE PULP AND PAPER FOUNDATION
5737 JENNESS HALL
ORONO
,
ME
044695737
NONE
PUBLIC
GENERAL PURPOSE
19,200
UNIVERSITY OF MASSACHUSETTS
181 PRESIDENTS DRIVE 215 WHITMORE
BUILDING
AMHERST
,
MA
01003
NONE
PUBLIC
COLLEGE TUITION
12,292
UNIVERSITY OF MASSACHUSETTS LOWELL
220 PAWTUCKET ST
LOWELL
,
MA
018545110
NONE
PUBLIC
COLLEGE TUITION
5,335
UNIVERSITY OF MISSOURI
325 JESSE HALL
COLUMBIA
,
MO
65211
NONE
PUBLIC
COLLEGE TUTION
15,667
UNIVERSITY OF TENNESSEE - KNOXVILLE
1331 CIRCLE PARK 211
KNOXVILLE
,
TN
379960225
NONE
PUBLIC
COLLEGE TUITION
20,000
UNIVERSITY OF UTAH
201 S 1460 E RM 165
SALT LAKE CITY
,
UT
841129054
NONE
PUBLIC
COLLEGE TUITION
6,794
UW-MADISON
333 EAST CAMPUS MALL 10501
MADISON
,
WI
537151383
NONE
PUBLIC
COLLEGE TUITION
11,294
UW-MADISON
333 EAST CAMPUS MALL 10501
MADISON
,
WI
537151383
NONE
PUBLIC
COLLEGE TUITION
20,082
VILLANOVA UNIVERSITY
800 LANCASTER AVENUE
VILLANOVA
,
PA
19085
NONE
PUBLIC
GENERAL PURPOSE
50,000
VINCE LOMBARDI CANCER FOUNDATION INC
153 PARK AVENUESUITE 100
PEWAUKEE
,
WI
53072
NONE
PUBLIC
GENERAL PURPOSE
1,000
WAKEMAN MEMORIAL ASSOCIATION INC
385 CENTER STREET
SOUTHPORT
,
CT
06890
NONE
PUBLIC
GENERAL PURPOSE
3,500
WASHINGTON AND LEE UNIVERSITY
204 WEST WASHINGTON STREET
LEXINGTON
,
VA
24450
NONE
PUBLIC
COLLEGE TUITION
20,000
WASHINGTON STATE COMMUNITY ACTION PARTNERSHIP
PO BOX 7130
OLYMPIA
,
WA
98507
NONE
PUBLIC
GENERAL PURPOSE
2,000
WESTCHESTER GOLF ASSOCIATION CADDIE SCHOLARSHIP FUND INC
49 KNOLLWOOD ROAD SUITE 220
ELMSFORD
,
NY
105232813
NONE
PUBLIC
GENERAL PURPOSE
2,000
WHY ME INC
1152 PLEASANT STREET
WORCESTER
,
MA
01602
NONE
PUBLIC
GENERAL PURPOSE
4,000
WINGS PROGRAM
PO BOX 95615
PALATINE
,
IL
60095
NONE
PUBLIC
GENERAL PURPOSE
1,000
WOUNDED WARRIOR PROJECT INC
4899 BELFORT ROAD SUITE 300
JACKSONVILLE
,
FL
322566033
NONE
PUBLIC
GENERAL PURPOSE
1,500
YOUTH LEADERSHIP AUTHORITY INC
450 WEST FOURTH STREET
ROYAL OAK
,
MI
48067
NONE
PUBLIC
GENERAL PURPOSE
2,000
YWCA OF ANNAPOLIS & ANNE ARUNDEL COUNTY MD
1517 RITCHIE HIGHWAY SUITE 201
ARNOLD
,
MD
21012
NONE
PUBLIC
GENERAL PURPOSE
1,000
Total
.................................
3a
2,003,073
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
...........
14
98,914
4
Dividends and interest from securities
....
14
839,575
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
6,746,366
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
7,684,855
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
7,684,855
(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