-
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
Republic Bank Foundation Inc
% KEVIN SIPES
Number and street (or P.O. box number if mail is not delivered to street address)
601 West Market Street
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Louisville
,
KY
402022745
A Employer identification number
27-2222303
B
Telephone number (see instructions)
(502) 560-8628
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)
$
13,062,173
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
0
2
Check
.............
3
Interest on savings and temporary cash investments
1,925
1,925
4
Dividends and interest from securities
...
256,881
255,910
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
569,713
b
Gross sales price for all assets on line 6a
3,669,565
7
Capital gain net income (from Part IV, line 2)
...
569,713
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
........
828,519
827,548
13
Compensation of officers, directors, trustees, etc.
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
1,838
0
0
1,838
b
Accounting fees (attach schedule)
.......
3,636
1,820
0
1,820
c
Other professional fees (attach schedule)
....
88,032
88,032
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
12,487
2,703
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
195
180
15
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
106,188
92,735
0
3,673
25
Contributions, gifts, grants paid
.......
1,399,015
1,399,015
26
Total expenses and disbursements.
Add lines 24 and 25
1,505,203
92,735
0
1,402,688
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-676,684
b
Net investment income
(if negative, enter -0-)
734,813
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
.............
5,515
35,166
35,166
2
Savings and temporary cash investments
.........
350,561
1,123,749
1,123,749
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)
.......
9,605,814
8,070,520
11,903,258
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)
9,961,890
9,229,435
13,062,173
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
...........
9,961,890
9,229,435
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
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
9,961,890
9,229,435
30
Total liabilities and net assets/fund balances
(see instructions)
.
9,961,890
9,229,435
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
9,961,890
2
Enter amount from Part I, line 27a
.....................
2
-676,684
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
9,285,206
5
Decreases not included in line 2 (itemize)
5
55,771
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
9,229,435
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
HILLIARD LYONS
2018-01-01
2019-12-31
b
MORGAN STANLEY
2018-01-01
2019-12-31
c
TODD VEREDUS
2018-01-01
2019-12-31
d
UBS
2018-01-01
2019-12-31
e
CAPITAL GAIN DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
628,305
516,779
111,526
b
573,355
324,300
249,055
c
902,353
759,062
143,291
d
1,540,254
1,499,711
40,543
e
25,298
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
111,526
b
249,055
c
143,291
d
40,543
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
569,713
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
1,485,082
13,576,616
0.109385
2017
767,287
13,385,059
0.057324
2016
674,203
12,425,284
0.054261
2015
638,405
13,027,577
0.049004
2014
590,425
13,015,302
0.045364
2
Total
of line 1, column (d)
.....................
2
0.315338
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
0.063068
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
12,484,178
5
Multiply line 4 by line 3
......................
5
787,352
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
7,348
7
Add lines 5 and 6
........................
7
794,700
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,402,688
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
7,348
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
3
Add lines 1 and 2
...........................
3
7,348
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
7,348
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
6,956
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
5,000
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
11,956
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
4,608
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
4,608
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
KY
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
14
The books are in care of
KEVIN SIPES
Telephone no.
(502) 560-8628
Located at
601 MARKET STREET
Louisville
KY
ZIP+4
402022745
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
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
STEVE TRAGER
PRESIDENT
0
0
0
0
601 West Market Street
Louisville
,
KY
402022745
JOHN RIPPY
SECRETARY
0
0
0
0
601 West Market Street
Louisville
,
KY
402022745
KEVIN SIPES
TREASURER
0
0
0
0
601 West Market Street
Louisville
,
KY
402022745
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
Total
number of other employees paid over $50,000
...................
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
Total
number of others receiving over $50,000 for professional services
.............
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
12,200,393
b
Average of monthly cash balances
.......................
1b
473,899
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
12,674,292
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
12,674,292
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
190,114
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
12,484,178
6
Minimum investment return.
Enter 5% of line 5
..................
6
624,209
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
624,209
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
7,348
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
7,348
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
616,861
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
616,861
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
616,861
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
1,402,688
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
1,402,688
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
7,348
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,395,340
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
616,861
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
2017
,
2016
,
2015
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
0
e
From 2018
......
361,910
f
Total
of lines 3a through e
........
361,910
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,402,688
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
616,861
e
Remaining amount distributed out of corpus
785,827
5
Excess distributions carryover applied to 2019.
(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
1,147,737
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,147,737
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
0
d
Excess from 2018
....
361,910
e
Excess from 2019
....
785,827
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).)
NA
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.
NA
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
ACADEMY OF OUR LADY OF MERCY
5801 FEGENBUSH LN
LOUISVILLE
,
KY
40228
NONE
PC
MATCHING GIFT
100
AMERICAN DIABETES ASSOCIATION
161 ST MATTHEWS AVE 3
LOUISVILLE
,
KY
40207
NONE
PC
MATCHING GIFT
25
AMERICAN HEART ASSOCIATION
240 WHITTINGTON PKWY
LOUISVILLE
,
KY
40222
NONE
PC
MATCHING GIFT
1,535
ARBOR YOUTH SERVICES
536 WEST THIRD ST
LEXINGTON
,
KY
40508
NONE
PC
MATCHING GIFT
500
ASSUMPTION HIGH SCHOOL
2170 TYLER LN
LOUISVILLE
,
KY
40205
NONE
PC
MATCHING GIFT
950
BAPTIST HEALTH FOUNDATION OF GREATER LOUISVILLE
4007 KRESGE WAY
LOUISVILLE
,
KY
40207
NONE
PC
BMT CARDIAC CARE UNIT
50,000
BIG BROTHERS & BIG SISTERS OF KENTUCKIANA
1519 GARDINER LN
LOUISVILLE
,
KY
40218
NONE
PC
MATCHING GIFT
1,455
BRIGHTSIDE
527 W JEFFERSON ST STE 606
LOUISVILLE
,
KY
40202
NONE
PC
BRIGHTSIDE BASH SPONSORSHIP
13,500
CASA OF THE RIVER REGION
982 EASTERN PKWY BOX 9
LOUISVILLE
,
KY
40217
NONE
PC
GENERAL DONATION
2,000
CENTER FOR WOMEN & FAMILIES
4803 W BROADWAY
LOUISVILLE
,
KY
40211
NONE
PC
LEMONS TO LEMONADE
9,500
DARE TO CARE FOOD BANK
5803 FERN VALLEY RD
LOUISVILLE
,
KY
40228
NONE
PC
MATCHING GIFT
300
EVERFI INC
3299 K STREET NW 4TH FLOOR
WASHINGTON
,
DC
20007
NONE
NC
2019-2020 SCHOOL YEAR
5,250
FAMILY SCHOLAR HOUSE
403 REG SMITH CIRC
LOUISVILLE
,
KY
40208
NONE
PC
CELEBRATION OF EDUCATION GALA
7,000
FATHER MALONEY'S BOYS HAVEN
2300 TERRIOR COURT
LOUISVILLE
,
KY
40218
NONE
PC
INDEPENDENCE READINESS PROGRAM
5,000
FUND FOR THE ARTS
623 W MAIN ST 200
LOUISVILLE
,
KY
40202
NONE
PC
2019 AWARDS IN THE ARTS
5,200
GILDA'S CLUB LOUISVILLE
633 BAXTER AVE
LOUISVILLE
,
KY
40204
NONE
PC
CAPITAL CAMPAIGN
10,000
HABITAT FOR HUMANITY OF METRO LOUISVILLE
1620 BANK ST
LOUISVILLE
,
KY
40203
NONE
PC
BANKERS HOUSE & LOVE YOUR NEIGHBORHOOD
15,525
HAND IN HAND MINISTRIES
518 N 26TH ST
LOUISVILLE
,
KY
40212
NONE
PC
MATCHING GIFT
250
HARBOR HOUSE OF LOUISVILLE
2231 LOWER HUNTERS TRACE
LOUISVILLE
,
KY
40216
NONE
PC
2018 KEN-DUCKY DERBY
12,500
HEUSER HEARING INSTITUTE
117 E KENTUCKY ST
LOUISVILLE
,
KY
40203
NONE
PC
MATCHING GIFT
200
HOLY CROSS HIGH SCHOOL
5144 DIXIE HWY
SHIVELY
,
KY
40216
NONE
PC
2019-2020 CORPORATE INTERNSHIP PROGRAM
5,000
HOLY TRINITY PARISH SCHOOL
423 CHERRYWOOD RD
ST MATTHEWS
,
KY
40207
NONE
PC
MATCHING GIFT
200
HOME OF THE INNOCENTS
1100 E MARKET ST
LOUISVILLE
,
KY
40206
NONE
PC
MATCHING GIFT
1,200
HOPE SCARVES INC
141 N SHERRIN AVE
LOUISVILLE
,
KY
40207
NONE
PC
MATCHING GIFT
500
JDRF
11902 BRINLEY AVE
LOUISVILLE
,
KY
40243
NONE
PC
MATCHING GIFT
75
JEWISH COMMUNITY CENTER
3600 DUTCHMANS LN
LOUISVILLE
,
KY
40205
NONE
PC
PLAYERS CHALLENGE
19,000
JUNIOR ACHIEVEMENT
1401 W MUHAMMAD ALI BLVD
LOUISVILLE
,
KY
40203
NONE
PC
DONATION
2,903
KENTUCKY HUMANE SOCIETY
241 STEEDLY DR
LOUISVILLE
,
KY
40214
NONE
PC
MATCHING GIFT
111
KENTUCKY MUSEUM OF ART & CRAFT
715 W MAIN ST
LOUISVILLE
,
KY
40202
NONE
PC
KMAC TRIENNIAL
13,720
KENTUCKY TO THE WORLD
PO BOX 9251
LOUISVILLE
,
KY
40206
NONE
PC
SPEAKER SERIES TITLE SPONSORSHIP
25,000
KIDS CENTER FOR PEDIATRIC THERAPIES
982 EASTERN PKWY
LOUISVILLE
,
KY
40217
NONE
PC
MATCHING GIFT
25
LEADERSHIP LOUISVILLE FOUNDATION
707 W MAIN ST
LOUISVILLE
,
KY
40202
NONE
PC
CORPORATE LEADERSHIP PARTNER; LEADERSHIP CAPITAL CAMPAIGN
42,100
LIFELINE CHILDREN SERVICES
7508 NEW LA GRANGE RD 4
LOUISVILLE
,
KY
40222
NONE
PC
MATCHING GIFT
500
LOUISVILLE FREE PUBLIC LIBRARY FOUNDATION
301 YORK STREET
LOUISVILLE
,
KY
40203
NONE
PC
NORTHEAST REGIONAL LIBRARY
10,000
LOUISVILLE URBAN LEAGUE
1535 W BROADWAY
LOUISVILLE
,
KY
40203
NONE
PC
LUL SPORTS & LEARNING COMPLEX
69,000
LOUISVILLE OLMSTED PARKS
1299 TREVILIAN WAY
LOUISVILLE
,
KY
40213
NONE
PC
MATCHING GIFT
50
MISPITS & FRIENDS RESCUE
PO BOX 581652
LOUISVILLE
,
KY
40268
NONE
PC
MATCHING GIFT
200
MEREDITH DUNN SCHOOL
3023 MELBOURNE AVE
LOUISVILLE
,
KY
40220
NONE
PC
RAINBOW DRIVE FUND
5,000
NATIONAL CENTER FOR FAMILIES LEARNING
325 W MAIN STREET 300
LOUISVILLE
,
KY
40202
NONE
PC
SHARON DARLING INNOVATION FUND
5,000
MIRACLE LEAGUE OF LOUISVILLE
8703 FERNDALE ROAD
LOUISVILLE
,
KY
40291
NONE
PC
BASEBALL FIELD
5,000
NATIONAL COUNCIL OF JEWISH WOMEN
1250 BARDSTOWN RD 113
LOUISVILLE
,
KY
40204
NONE
PC
ANNUAL FASHION ENCORE SALE
3,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
1201 STORY AVE 200
LOUISVILLE
,
KY
40206
NONE
PC
MATCHING GIFT
50
NORTHERN KENTUCKY UNIVERSITY FOUNDATION
LOUIE B NUNN DR
HIGHLAND HEIGHTS
,
KY
41099
NONE
PC
GATEWAY 2 NKU SCHOLARSHIP
12,000
PANCREATIC CANCER NETWORK
1500 ROSECRANS AVE STE 200
MANHATTAN BEACH
,
CA
90266
NONE
PC
MATCHING GIFT
60
NORTON HEALTHCARE FOUNDATION
PO BOX 950183
DEPT 86140
LOUISVILLE
,
KY
402950183
NONE
PC
MATCHING GIFT
200
PRESENTATION ACADEMY
861 S 4TH ST
LOUISVILLE
,
KY
40203
NONE
PC
REPUBLIC BANK SCHOLARSHIP
5,000
PROSPANICA FOUNDATION
2711 LBJ FREEWAY STE 800
DALLAS
,
TX
75234
NONE
PC
DONATION
2,500
RAUCH INC
845 PARK PL
NEW ALBANY
,
IN
47150
NONE
PC
MATCHING GIFT
250
SAYRE SCHOOL
194 N LIMESTONE
LEXINGTON
,
KY
40507
NONE
PC
SCHOLARSHIP
7,500
SIMMONS COLLEGE OF KENTUCKY
1018 S 7TH STREET
LOUISVILLE
,
KY
40203
NONE
PC
MATCHING GIFT
250
ST ELIZABETH FOUNDATION
1 MEDICAL VILLAGE DR
EDGEWOOD
,
KY
41017
NONE
PC
ST ELIZABETH HOSPITAL CANCER CENTER
25,000
SPECIAL OLYMPICS KENTUCKY
1230 LIBERTY BANK LN 140
HURSTBOURNE
,
KY
40222
NONE
PC
MATCHING GIFT; POLAR BEAR PLUNGE SCHOLARSHIP
7,550
ST STEVENS FAMILY LIFE CENTER
1508 W KENTUCKY ST
LOUISVILLE
,
KY
40210
NONE
PC
DONATION
25,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
135 W MUHAMMAD ALI BLVD STE B
LOUISVILLE
,
KY
40202
NONE
PC
MATCHING GIFT
100
THE ARROW FUND
1000-1100 ENVOY CIRCLE
LOUISVILLE
,
KY
40299
NONE
PC
MATCHING GIFT
443
THE V FOUNDATION
14600 WESTON PARKWAY
CARY
,
NC
27513
NONE
PC
MATCHING GIFT
50
THOMAS MORE UNIVERSITY
333 THOMAS MORE PKWY
CRESTVIEW HILLS
,
KY
41017
NONE
PC
THOMAS MORE SUCCESS CENTER
40,000
TRANSYLVANIA UNIVERSITY
300 N BROADWAY
LEXINGTON
,
KY
40508
NONE
PC
MATCHING GIFT
500
UNITED JEWISH CAMPAIGN
3600 DUTCHMANS LN
LOUISVILLE
,
KY
40205
NONE
PC
DONATION
60,000
UNIVERSITY OF KENTUCKY
ERIKSON HALL ROOM 2
LEXINGTON
,
KY
40506
NONE
GOV
VETERANS RESOURCE CENTER
63,000
UNIVERSITY OF LOUISVILLE FOUNDATION
215 CENTRAL AVE STE 212
LOUISVILLE
,
KY
40208
NONE
PC
DONATION, OPTIMAL AGING CLINIC
335,833
VOICES OF KENTUCKIANA
7205 WESBORO RD
LOUISVILLE
,
KY
40222
NONE
PC
MATCHING GIFT
500
WHAS CRUSADE FOR CHILDREN
520 W CHESTNUT ST
LOUISVILLE
,
KY
40202
NONE
PC
TELETHON CONTRIBUTION & MATCHING GIFT
10,450
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD STE 300
JACKSONVILLE
,
FL
32256
NONE
PC
MATCHING GIFT
50
WKLY SPIRIT OF LOUISVILLE FOUNDATION
1918 MELLWOOD AVE
LOUISVILLE
,
KY
40206
NONE
PC
BELL AWARDS PRESENTING SPONSORSHIP
14,600
YMCA OF GREATER LOUISVILLE
545 SOUTH 2ND ST
LOUISVILLE
,
KY
40202
NONE
PC
WEST END LOUISVILLE YMCA
300,000
YOUTHBUILD LOUISVILLE INC
800 S PRESTON ST
LOUISVILLE
,
KY
40203
NONE
PC
MATCHING GIFT - RISE TOGETHER CAMPAIGN
20,500
AMERICAN RED CROSS
510 CHESTNUT STREET
LOUISVILLE
,
KY
40202
NONE
PC
READY 365 GIVING PROGRAM
7,500
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
199 WATER ST
TH FLOOR
,
NY
10038
NONE
PC
MATCHING GIFT
25
AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION
13102 EASTPOINT PARK BLVD STE 101
LOUISVILLE
,
KY
40223
NONE
PC
MATCHING GIFT
375
BLESSINGS IN A BACKPACK
4121 SHELBYVILLE ROAD
LOUISVILLE
,
KS
40207
NONE
POF
2019-2020 HUNGER FREE WEEKENDS
15,000
CEREBRAL PALSY KIDS CENTER
982 EASTERN PKWY STE 6
LOUISVILLE
,
KY
40217
NONE
PC
DONATION
2,500
COMMONWEALTH THEATRE CENTER
1123 PAYNE ST
LOUISVILLE
,
KY
40204
NONE
PC
DONATION
2,500
COMMUNITY MONTESSORI
4102 SAINT JOSEPH RD
NEW ALBANY
,
IN
47150
NONE
PC
MATCHING GIFT
25
FAMILY LIFE CENTER
1508 W KENTUCKY ST
LOUISVILLE
,
KY
40210
NONE
PC
MATCHING GIFT
150
GREEN HILL THERAPY INC
1410 LONG RUN ROAD
LOUISVILLE
,
KY
40245
NONE
PC
MATCHING GIFT
30
GREENHOUSE17
PO BOX 55190
LEXINGTON
,
KY
40555
NONE
PC
DOLLARS4DOERS
2,500
INTERLOCHEN CENTER FOR THE ARTS
4000 M-137
INTERLOCHEN
,
MI
49643
NONE
PC
MATCHING GIFT
50
JULIE WEINTRAUB'S HANDS ACROSS THE BAY
3800 ULMERTON ROAD
CLEARWATER
,
FL
33762
NONE
PC
DONATION
2,500
KANS FOR KIDS
169 S MAIN STREET
HOISINGTON
,
KS
67544
NONE
PC
MATCHING GIFT
400
KENTUCKY CENTER FOR SPECIAL CHILDREN SERVICES
13100 MAGISTERIAL DRIVE
LOUISVILLE
,
KY
40223
NONE
PC
MATCHING GIFT
50
KENTUCKY DERBY FESTIVAL FOUNDATION INC
1001 SOUTH THIRD STREET
LOUISVILLE
,
KY
40203
NONE
PC
GOSPELFEST SPONSORSHIP; SCHOLARSHIP DONATION
75,000
KOSAIR CHARITIES
982 EASTERN PKWY
LOUISVILLE
,
KY
40217
NONE
PC
MATCHING GIFTS
100
STEP BY STEP
PO BOX 593
LEXINGTON
,
KY
40588
NONE
PC
LITERACY PROGRAM
5,550
LEADERSHIP KENTUCKY FOUNDATION
464 CHENAULT ROAD
FRANKFORT
,
KY
40601
NONE
PC
DONATION
5,000
Total
.................................
3a
1,399,015
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
1,925
4
Dividends and interest from securities
....
14
256,881
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
569,713
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)
..
828,519
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
828,519
(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