-
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
CAROL BERNICK FAMILY FOUNDATION
C/O POLISHED NICKEL CAPITAL MGMT
Number and street (or P.O. box number if mail is not delivered to street address)
155 N WACKER NO 1680
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO
,
IL
60606
A Employer identification number
36-4134174
B
Telephone number (see instructions)
(312) 477-7600
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
7,642,391
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
1,385
978
4
Dividends and interest from securities
...
167,112
128,421
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
190,021
b
Gross sales price for all assets on line 6a
2,042,669
7
Capital gain net income (from Part IV, line 2)
...
59,871
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
........
358,518
189,270
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)
.........
200
0
0
b
Accounting fees (attach schedule)
.......
5,000
5,000
0
c
Other professional fees (attach schedule)
....
6,900
6,900
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
11,523
2,550
15
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
53,152
53,142
10
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
76,775
67,592
25
25
Contributions, gifts, grants paid
.......
422,695
406,195
26
Total expenses and disbursements.
Add lines 24 and 25
499,470
67,592
406,220
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-140,952
b
Net investment income
(if negative, enter -0-)
121,678
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
.............
409,390
325,658
325,658
2
Savings and temporary cash investments
.........
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)
b
Investments—corporate stock (attach schedule)
.......
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)
..........
5,895,094
5,837,874
7,316,733
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)
6,304,484
6,163,532
7,642,391
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
6,304,484
6,163,532
29
Total net assets or fund balances
(see instructions)
.....
6,304,484
6,163,532
30
Total liabilities and net assets/fund balances
(see instructions)
.
6,304,484
6,163,532
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
6,304,484
2
Enter amount from Part I, line 27a
.....................
2
-140,952
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
6,163,532
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
6,163,532
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
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
2,042,669
1,982,798
59,871
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
59,871
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
59,871
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
463,775
7,265,893
0.063829
2017
730,327
7,222,705
0.101115
2016
690,811
7,175,040
0.096280
2015
919,499
7,853,343
0.117084
2014
49,500
8,383,866
0.005904
2
Total
of line 1, column (d)
.....................
2
0.384212
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
0.076842
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
7,167,672
5
Multiply line 4 by line 3
......................
5
550,778
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
1,217
7
Add lines 5 and 6
........................
7
551,995
8
Enter qualifying distributions from Part XII, line 4
,.............
8
406,220
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
2,434
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
2,434
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
2,434
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
7,645
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
7,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
14,645
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
12,211
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
12,211
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)
IL
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
POLISHED NICKEL CAP MGMT LLC
Telephone no.
(312) 477-7600
Located at
155 N WACKER DR STE 1680
CHICAGO
IL
ZIP+4
60606
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
Yes
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
CAROL BERNICK
PRESIDENT/TREASURER
0.00
0
0
0
155 N WACKER STE 1680
CHICAGO
,
IL
60606
CRAIG BERNICK
DIRECTOR
0.00
0
0
0
155 N WACKER STE 1680
CHICAGO
,
IL
60606
PETER BERNICK
DIRECTOR
0.00
0
0
0
155 N WACKER STE 1680
CHICAGO
,
IL
60606
ELIZABETH BERNICK HUBER
VICE PRESIDENT/SECRETARY
0.00
0
0
0
155 N WACKER STE 1680
CHICAGO
,
IL
60606
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
MERRILL LYNCH
INVEST MGTMT FEES
53,112
1 N WACKER
CHICAGO
,
IL
60606
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
6,756,896
b
Average of monthly cash balances
.......................
1b
519,928
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
7,276,824
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
7,276,824
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
109,152
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
7,167,672
6
Minimum investment return.
Enter 5% of line 5
..................
6
358,384
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
358,384
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
2,434
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
2,434
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
355,950
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
355,950
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
355,950
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
406,220
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
406,220
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
406,220
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
355,950
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
......
14,917
b
From 2015
......
534,734
c
From 2016
......
337,977
d
From 2017
......
378,188
e
From 2018
......
107,390
f
Total
of lines 3a through e
........
1,373,206
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
406,220
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
.....
355,950
e
Remaining amount distributed out of corpus
50,270
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
1,423,476
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)
...
14,917
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,408,559
10
Analysis of line 9:
a
Excess from 2015
....
534,734
b
Excess from 2016
....
337,977
c
Excess from 2017
....
378,188
d
Excess from 2018
....
107,390
e
Excess from 2019
....
50,270
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
ALS ASSOCIATION
1275 K STREET NW
WASHINGTON
,
DC
20005
NONE
GROUP
GENERAL FUND
5,000
ALZHEIMER'S ASSOCIATION
225 NORTH MICHIGAN AVE SUITE 1700
CHICAGO
,
IL
60601
NONE
GROUP
GENERAL FUND
1,000
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NW
ATLANTA
,
GA
30303
NONE
GROUP
GENERAL FUND
250
BEAR NECESSITIES PEDIATRIC CANCER FOUNDATION
55 WEST WACKER DR SUITE 1100
CHICAGO
,
IL
60611
NONE
PC
GENERAL FUND
3,000
BELMONT CHILD CARE ASSOCIATION INC
2150 HEMPSTEAD TURNPIKE GATE 6
BELMONT PARK
ELMONT
,
NY
11003
NONE
PC
GENERAL FUND
2,000
BELVIDERE HIGH SCHOOL DISTRICT 100 CHARITABLE FOUNDATION
1201 5TH AVE
BELVIDERE
,
IL
61008
NONE
PC
GENERAL FUND
1,500
BELVIDERE HIGH SCHOOL MUSIC BOOSTERS
1500 EAST AVE
BELVIDERE
,
IL
61008
NONE
PC
GENERAL FUND
1,000
BENEDICTINE SISTERS OF CHICAGO
7430 N RIDGE BLVD
CHICAGO
,
IL
60645
NONE
N/A
GENERAL FUND
2,500
BENET ACADEMY
2200 MAPLE AVE
LISLE
,
IL
60532
NONE
N/A
GENERAL FUND
2,000
BIG SHOULDERS FUND
212 W VAN BUREN ST
CHICAGO
,
IL
60607
NONE
PC
GENERAL FUND
1,000
BLUE GAVEL SCHOLARSHIP FUND
700 14TH AVE S
NAPLES
,
FL
34102
NONE
PC
GENERAL FUND
4,000
BOYS & GIRLS CLUB OF CHICAGO
550 W VAN BUREN STE SUITE 350
CHICAGO
,
IL
60607
NONE
PC
GENERAL FUND
500
BRAIN RESEARCH FOUNDATION
111 W WASHINGTON ST SUITE 1460
CHICAGO
,
IL
60602
NONE
PC
GENERAL FUND
100
BRENT SOPEL FOUNDATION
820 N RIDGE AVE
ARLINGTON HEIGHTS
,
IL
60004
NONE
PC
GENERAL FUND
2,000
BROTHER RICE HIGH SCHOOL
10001 S PULASKI RD
CHICAGO
,
IL
60655
NONE
N/A
GENERAL FUND
30,000
C200 FOUNDATION
65 E WACKER PL STE 510
CHICAGO
,
IL
60606
NONE
PC
GENERAL FUND
25,000
CALIFORNIA YOUTH SERVICES
23282 MILL CREEK DRIVE
LAGUNA HILLS
,
CA
92653
NONE
PC
GENERAL FUND
1,000
CATHOLIC CHARITIES
721 N LASALLE STREET
CHICAGO
,
IL
60654
NONE
N/A
GENERAL FUND
200
CHICAGO FOUNDATION FOR WOMEN
140 S DEARBORN ST STE 400
CHICAGO
,
IL
60603
NONE
PC
GENERAL FUND
4,000
CHICAGO PUBLIC LIBRARY FOUNDATION
20 NORTH MICHIGAN AVE SUITE 520
CHICAGO
,
IL
60602
NONE
PC
GENERAL FUND
15,000
CHILDREN'S MIRACLE NETWORK HOSPITALS
205 WEST 700 SOUTH
SALT LAKE CITY
,
UT
84101
NONE
PC
GENERAL FUND
250
COLUMBIA COLLEGE CHICAGO
600 S MICHIGAN AVE SUITE 400
CHICAGO
,
IL
60605
NONE
PC
GENERAL FUND
1,000
CUDDLES FOR CLEFTS
2009 COUNTY ROAD 2540
QUINLAN
,
TX
75454
NONE
PC
GENERAL FUND
2,000
DUPAGE P A D S INC
705 WEST LIBERTY DRIVE
WHEATON
,
IL
60187
NONE
PC
GENERAL FUND
750
EMERITUS COLLEGE OF SANTA MONICA COLLEGE
1900 PICO BOULEVARD
SANTA MONICA
,
CA
90405
NONE
PC
GENERAL FUND
100
EVANS SCHOLARS FOUNDATION
ONE BRIAR RD
GOLF
,
IL
60029
NONE
GROUP
GENERAL FUND
5,000
EVANSTON TOWNSHIP HIGH SCHOOL
1600 DODGE AVE
EVANSTON
,
IL
60201
NONE
PC
GENERAL FUND
2,500
FAYETTE ALLIANCE FOUNDATION
603 W SHORT ST
LEXINGTON
,
KY
40508
NONE
PC
GENERAL FUND
5,000
FGCU ATHLETICS
1501 FGCU BOULEVARD SOUTH
FOR MYERS
,
FL
33965
NONE
PC
GENERAL FUND
15,000
FIGHT ON FOR KATHY & JOHN
9725 S RIDGEWAY
EVERGREEN PARK
,
IL
60805
NONE
PC
GENERAL FUND
500
FRANCIS W PARKER SCHOOL
300 WEBSTER AVE
CHICAGO
,
IL
60614
NONE
PC
GENERAL FUND
15,000
FRIENDS OF PRENTICE
251 E HURON ST
CHICAGO
,
IL
60611
NONE
PC
GENERAL FUND
300
GENEVA LAKE ASSOCIATION INC
PO BOX 412
LAKE GENEVA
,
WI
53147
NONE
PC
GENERAL FUND
250
GENEVA LAKE CONSERVANCY
398 MILL ST
FONTANA
,
WI
53125
NONE
PC
GENERAL FUND
5,000
GENEVA LAKE SAILING SCHOOL INC
1250 LAKE SHORE DRIVE
FONTANA
,
WI
53125
NONE
PC
GENERAL FUND
5,000
GENEVA LAKE WATER SAFETY COMMITTEE INC
PO BOX 548
WILLIAMS BAY
,
WI
53191
NONE
PC
GENERAL FUND
5,000
GEORGE WILLIAMS COLLEGE OF AURORA UNIVERSITY
347 SOUTH GLADSTONE AVE
AURORA
,
IL
60506
NONE
PC
GENERAL FUND
10,000
GLENWOOD ACADEMY
500 W 187TH ST
GLENWOOD
,
IL
60425
NONE
PC
GENERAL FUND
5,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PL
CHICAGO
,
IL
60632
NONE
PC
GENERAL FUND
3,300
HANDS OF PEACE
100 ELM STREET
GLENVIEW
,
IL
60025
NONE
PC
GENERAL FUND
1,000
HARVEST CHURCH
PO BOX 381855
GERMANTOWN
,
TN
38183
NONE
N/A
GENERAL FUND
1,000
HOPE & FRIENDSHIP FOUNDATION
721 HICKORY ST
LEMONT
,
IL
60439
NONE
PC
GENERAL FUND
750
INTERNATIONAL WOMEN'S FORUM
20960 FRANKFORT SQURE ROAD
FRANKFORT
,
IL
60423
NONE
PC
GENERAL FUND
595
LAKE GENEVA FRESH AIR ASSOCIATION
PO BOX 10
WILLIAMS BAY
,
WI
53191
NONE
PC
GENERAL FUND
5,000
LEMONT BASEBALL & SOFTBALL CLUB
PO BOX 261
LEMONT
,
IL
60439
NONE
PC
GENERAL FUND
750
LEMONT PARK DISTRICT FOUNDATION
16028 W 127TH ST
LEMONT
,
IL
60439
NONE
PC
GENERAL FUND
500
LONG SHADOWS CHARITABLE FOUNDATION
49 DR BROWN LANE
CAMBRIDGE
,
NY
12816
NONE
PC
GENERAL FUND
1,500
MARILLAC ST VINCENT FAMILY SERVICES
PO BOX 14699
CHICAGO
,
IL
60614
NONE
N/A
GENERAL FUND
1,000
MARINE TOYS FOR TOTS FOUNDATION
18251 QUANTICO GATEWAY DRIVE
TRIANGLE
,
VA
22172
NONE
PC
GENERAL FUND
500
MARKEY CANCER FOUNDATION
800 ROSE STREET CC 160
LEXINGTON
,
KY
40536
NONE
PC
GENERAL FUND
2,500
MARWEN
833 N ORLEANS
CHICAGO
,
IL
60610
NONE
PC
GENERAL FUND
100
MARY BETH RICHMOND SCHOLARSHIP FUND AT NORTHWESTERN MEDICINEFD
633 CLARK ST
EVANSTON
,
IL
60208
NONE
PC
GENERAL FUND
10,000
MAYO CLINIC RESEARCH
200 FIRST ST SW
ROCHESTER
,
MN
55905
NONE
GROUP
GENERAL FUND
500
METROPOLITAN PLANNING COUNCIL
140 SOUTH DEARBORN SUITE 1400
CHICAGO
,
IL
60603
NONE
PC
GENERAL FUND
15,000
MORTON ARBORETUM
4100 ILLINOIS ROUTE 53
LISLE
,
IL
60532
NONE
PC
GENERAL FUND
500
MULTIPLIER
405 14TH STREET SUITE 164
OAKLAND
,
CA
94612
NONE
PC
GENERAL FUND
2,500
NAPERVILLE EDUCATION FOUNDATION
2013 W HILLSIDE
NAPERVILLE
,
IL
60540
NONE
PC
GENERAL FUND
500
NATIONAL KIDNEY FOUNDATION
30 E 33RD ST
NEW YORK
,
NY
10016
NONE
GROUP
GENERAL FUND
1,000
NATIONAL VETERANS ART MUSEUM
4041 N MILWAUKEE AVENUE 2ND FLOOR
CHICAGO
,
IL
60641
NONE
PC
GENERAL FUND
500
NEW ORLEANS JCC
4342 ST CHARLES AVE
NEW ORLEANS
,
LA
70115
NONE
PC
GENERAL FUND
1,000
NORTHWESTERN
633 CLARK ST
EVANSTON
,
IL
60208
NONE
PC
GENERAL FUND
21,000
OFF THE STREET CLUB
25 N KARLOV AVE
CHICAGO
,
IL
60624
NONE
PC
GENERAL FUND
5,000
OLD FRIENDS INC
1841 PAYNES DEPOT RD
GEORGETOWN
,
KY
40324
NONE
PC
GENERAL FUND
750
OLD ST PATRICK'S CHURCH
700 W ADAMS 711 W MONROE
CHICAGO
,
IL
60661
NONE
N/A
GENERAL FUND
2,000
OPPORTUNITY KNOCKS
8020 MADISON ST
RIVER FOREST
,
IL
60305
NONE
PC
GENERAL FUND
10,000
OPRF COMMUNITY FOUNDATION
1049 LAKE STREET SUITE 204
OAK PARK
,
IL
60301
NONE
PC
GENERAL FUND
500
PERMANENTLY DISABLED JOCKEY FUND
PO BOX 803
ELMHURST
,
IL
60126
NONE
PC
GENERAL FUND
17,500
PREPARING LEADERS OF TOMORROW
PO BOX 22663
BROOKLYN
,
NY
11202
NONE
PC
GENERAL FUND
250
PROJECT PURPLE
115 MAIN STREET SUITE 1
SEYMOUR
,
CT
06483
NONE
PC
GENERAL FUND
500
REAL MEN CHARITIES INC
7417 S BENNETT AVENUE
CHICAGO
,
IL
60649
NONE
UKNOWN
GENERAL FUND
5,000
REMEDIES RENEWING LIVES
220 EASTON PARKWAY
ROCKFORD
,
IL
61108
NONE
PC
GENERAL FUND
2,500
RERUN INC
236A WATERS ROAD
EAST GREENBUSH
,
NY
12061
NONE
PC
GENERAL FUND
1,750
SARAH'S INN
309 HARRISON ST
OAK PARK
,
IL
60304
NONE
PC
GENERAL FUND
300
SCHOOL DISTRICT 113A EDUCATIONAL FOUNDATION
13212 RED DRIVE
LEMONT
,
IL
60439
NONE
PC
GENERAL FUND
750
SS CYRIL AND METHODIUS PARISH
9415 ROCHESTER AVE
BROOKFIELD
,
IL
60513
NONE
N/A
GENERAL FUND
500
ST ALPHONSUS CATHOLIC CHURCH
210 E LOGAN ST
LEMONT
,
IL
60439
NONE
N/A
GENERAL FUND
750
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE
MEMPHIS
,
TN
38105
NONE
PC
GENERAL FUND
200
ST JULIANA
7200 N OSCEOLA AVE
CHICAGO
,
IL
60631
NONE
N/A
GENERAL FUND
1,500
ST RAPHAEL
1215 MODAFF RD
NAPERVILLE
,
IL
60540
NONE
N/A
GENERAL FUND
1,000
TALKING EYES MEDIA INC
110 MONTCLAIR AVENUE
MONTCLAIR
,
NJ
07424
NONE
PC
GENERAL FUND
250
TEACHING TOLERANCE
9603 WOODS DRIVE
SKOKIE
,
IL
60077
NONE
PC
GENERAL FUND
40,000
THE CHICAGO COMMUNITY TRUST
225 NORTH MICHIGAN AVE SUITE 2200
CHICAGO
,
IL
60601
NONE
PC
GENERAL FUND
250
THE CHICAGO NETWORK
737 NORTH MICHIGAN AVE SUITE 1900
CHICAGO
,
IL
60601
NONE
PC
GENERAL FUND
5,000
THE CIVIC FEDERATION
10 NORTH DEARBORN ST SUITE 800
CHICAGO
,
IL
60602
NONE
PC
GENERAL FUND
5,000
THE LEUKEMIA AND LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE
RYE BROOK
,
NY
10573
NONE
PC
GENERAL FUND
1,000
THE LEXINGTON SCHOOL
1050 LANE ALLEN RD
LEXINGTON
,
IL
40504
NONE
PC
GENERAL FUND
10,000
THE OAK PARK RIVER FOREST INFANT WELFARE SOCIETY
320 LAKE STREET
OAK PARK
,
IL
60302
NONE
PC
GENERAL FUND
1,000
THE SALVATION ARMY
5400 NORTH PULASKI ROAD
CHICAGO
,
IL
60630
NONE
PC
GENERAL FUND
500
THE SHIRLEY RYAN ABILITY LAB
355 EAST ERIE ST
CHICAGO
,
IL
60611
NONE
PC
GENERAL FUND
500
THE THRESHOLDS
4101 NORTH RAVENSWOOD AVE
CHICAGO
,
IL
60613
NONE
PC
GENERAL FUND
1,000
TOWN OF LINN PROFESSIOANL POLICE ASSOCIATION
W3728 FRANKLIN WALSH ST
ZENDA
,
WI
53195
NONE
N/A
GENERAL FUND
1,000
TULANE UNIVERSITY
1555 POYDRAS ST SUITE 1000
NEW ORLEANS
,
LA
70112
NONE
PC
GENERAL FUND
500
UK CHS
900 SOUTH LIMESTONE
LEXINGTON
,
KY
40508
NONE
N/A
GENERAL FUND
11,250
UK SPORTS MEDICINE RESEARCH INSTITUTE
900 SOUTH LIMESTONE
LEXINGTON
,
KY
40508
NONE
N/A
GENERAL FUND
10,000
VIRGINIA TECH HELMET LAB
902 PRICES FORK RD SUITE 4500
BLACKSBURG
,
VA
24061
NONE
PC
GENERAL FUND
2,500
VOCEL
5317 W CHICAGO AVENUE
CHICAGO
,
IL
60651
NONE
PC
GENERAL FUND
5,000
WITTENBURG VILLAGE
1200 LUTHER DR
CROWN POINT
,
IN
46307
NONE
PC
GENERAL FUND
1,000
YWCA METROPOLITAN CHICAGO
1030 W VAN BUREN
CHICAGO
,
IL
60607
NONE
SOUNK
GENERAL FUND
8,000
WILDLIFE CONSERVATION NETWORK
209 MISSISSIPPI STREET
SAN FRANCISCO
,
CA
94107
NONE
PC
GENERAL FUND
1,000
USTA FOUNDATION
70 WEST RED OAK LANE
WHITE PLAINES
,
NY
10604
NONE
PC
GENERAL FUND
1,000
Total
.................................
3a
406,195
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
1,385
4
Dividends and interest from securities
....
14
167,112
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
190,021
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
358,518
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
358,518
(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