-
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
DAVID AND LUCILLE GILDIN FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
2711 HENRY HUDSON PARKWAY NO 7F
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRONX
,
NY
104634716
A Employer identification number
13-3178179
B
Telephone number (see instructions)
(914) 739-4605
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
1,470,979
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
99
99
4
Dividends and interest from securities
...
34,920
34,920
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
2,661
b
Gross sales price for all assets on line 6a
795,208
7
Capital gain net income (from Part IV, line 2)
...
2,661
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
........
37,680
37,680
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
10,500
10,500
0
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
2,413
2,413
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
14,000
14,000
0
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
14,098
14,098
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
41,011
41,011
0
25
Contributions, gifts, grants paid
.......
70,886
70,886
26
Total expenses and disbursements.
Add lines 24 and 25
111,897
41,011
70,886
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-74,217
b
Net investment income
(if negative, enter -0-)
0
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
64,291
21,380
21,380
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)
.......
364,620
266,427
336,516
c
Investments—corporate bonds (attach schedule)
.......
129,898
129,162
166,059
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
839,236
910,517
943,764
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
0
3,260
3,260
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
1,398,045
1,330,746
1,470,979
17
Accounts payable and accrued expenses
..........
28,012
34,930
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)
.........
28,012
34,930
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
........
1,370,033
1,295,816
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
1,370,033
1,295,816
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,398,045
1,330,746
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
1,370,033
2
Enter amount from Part I, line 27a
.....................
2
-74,217
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
1,295,816
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
1,295,816
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
22 SH ECOLAB INC
P
2018-03-06
2019-06-18
b
10 SH RED HAT INC
P
2018-07-16
2019-01-14
c
1 SH THERMO FISHER SCIENTIFIC
P
2018-03-06
2019-01-02
d
43 SH AMERPRISE FINCL INC
P
2017-05-02
2019-04-25
e
50 SH ECOLAB INC
P
2017-05-02
2019-04-18
60 SH RED HAT INC
P
2017-05-02
2019-01-14
33 SH THERMO FISHER SCIENTIFIC
P
2017-05-02
2019-04-25
3053.71 SH COHEN & STEERS LOW
P
2018-02-26
2019-02-14
601 SH ISHARES MSCI ACWI
P
2018-11-19
2019-02-26
71 SH JPMORGAN CHASE & CO
P
2018-04-25
2019-07-01
22 SH REPUBLIC SERVICES INC
P
2018-06-11
2019-04-25
20 SH ADOBE INC
P
2017-05-02
2019-04-25
57 SH AMERICAN TOWER CORP
P
2017-05-02
2019-04-18
15 SH BLACKROCK INC
P
2017-05-02
2019-09-17
69 SH DANAHER CORP
P
2017-05-02
2019-04-25
38 SH FACEBOOK INC
P
2019-01-14
2019-02-20
181 SH MONDELEZ INTL INC
P
2017-05-15
2019-04-25
131 SH NOVARTIS AG SPON
P
2017-05-22
2019-09-30
19 SH O REILLY AUTOMOTIVE INC
P
2017-05-02
2019-04-25
70 SH TEXAS INSTRUMENTS
P
2017-05-02
2019-09-11
45 SH VISA INC
P
2017-05-02
2019-06-18
48 SH LAUDER ESTEE COS CL A
P
2018-11-12
2019-04-25
7 SH MONDELEZ INTL INC
P
2018-03-14
2019-03-14
2606 SH VANGUARD FTSE EMERGING
P
2018-03-06
2019-09-30
4.80 SH ALCON INC CHF
P
2018-04-25
2019-04-10
1338.535 SH COHEN & STEERS PREFERRED
P
2019-02-14
2019-10-02
1 SH COSTCO WHOLESALE CORP
P
2019-03-14
2019-04-25
593 SH ISHARES CORE S&P TOTAL
P
2019-02-26
2019-09-09
240 SH ISHARES MSCI JAPAN
P
2019-04-24
2019-08-26
21 SH LOCKHEED MARTIN CORP
P
2019-04-10
2019-09-30
14 SH PARKER HANNIFIN CORP
P
2019-02-02
2019-09-17
1 SH PROCTER & GAMBLE CORP
P
2019-02-06
2019-04-25
4 SH SUNTRUST BANKS INC
P
2018-04-25
2019-04-25
14 SH ACCENTURE PLC IRELAND
P
2017-05-02
2019-09-11
14 SH AEGON NV SHS SPON
P
2005-05-26
2019-04-25
19.2 SH ALCON INC
P
2017-05-02
2019-04-10
111.717 SH BLACKROCK HIGH YIELD
P
2018-02-26
2019-04-25
2 SH CHUBB LTD
P
2017-05-02
2019-04-25
8 SH COMCAST CORP
P
2017-05-02
2019-04-25
2 SH HOME DEPOT INC
P
2017-05-02
2019-04-25
43 SH HONEYWELL INTL INC
P
2017-05-02
2019-09-17
22 SH HSBC HLDGS PLC
P
2005-09-15
2019-04-25
6 SH INTEL CORP
P
2017-05-02
2019-04-25
94 SH INTERCONTINTALEXCHANGE
P
2017-05-02
2019-08-12
128 SH ISHARES GLOBAL CLEAN
P
2018-02-26
2019-04-25
54 SH ISHARES RUSSELL MIDCAP
P
2018-02-26
2019-04-25
10 SH ISHARES RUSSELL 2000
P
2018-02-26
2019-04-25
82 SH JOHNSON & JOHNSON COM
P
2017-06-12
2019-09-30
3 SH LOWES COMPANIES INC
P
2017-05-02
2019-04-25
3 SH MARSH & MCLENNAN COS INC
P
2017-05-02
2019-04-25
34 SH MEDTRONIC PLC
P
2017-05-02
2019-10-07
7 SH MICROSOFT CORP
P
2017-05-02
2019-04-25
39 SH PIMCO DYNAMIC CREDIT & MTGE
P
2013-04-08
2019-04-25
178.203 SH PIMCO INCOME FD
P
2018-02-26
2019-04-25
139.795 SH PIMCO INVESTMENT GRADE
P
2018-02-26
2019-04-25
2 SH ROCKWELL AUTOMATION INC
P
2017-05-02
2019-04-25
6 SH TJX COS INC NEW
P
2017-05-02
2019-04-25
1 SH UNITEDHEALTH GROUP INC
P
2018-02-12
2019-04-25
3073 SH VANGUARD FTSE DEVELOPED
P
2018-02-26
2019-09-30
2328 SH VANGUARD FTSE EUROPE
P
2018-02-26
2019-09-30
3 SH VF CORP
P
2017-05-02
2019-04-25
60 SH WALT DISNEY CO
P
2017-05-02
2019-08-12
.857 SH KONTOOR BRANDS INC
P
2018-07-16
2019-05-28
15.28 SH KONTOOR BRANDS INC
P
2017-05-02
2019-05-28
231 SH ISHARES 7-10 YEAR TREAS
P
2019-05-14
2019-06-13
16 SH AMERPRISE FINCL INC
P
2018-03-06
2019-08-12
51 SH JPMORGAN CHASE & CO
P
2018-04-25
2019-07-01
82 SH SUNTRUST BANKS INC
P
2018-04-25
2019-07-01
26 SH AMER ELECTRIC POWER CO
P
2019-09-11
2019-09-30
727 SH VANGUARD FTSE DEVELOPED
P
2019-01-02
2019-09-30
394 SH VANGUARD FTSE EMERGING
P
2019-01-02
2019-09-30
72 SH VANGUARD FTSE EUROPE
P
2019-01-02
2019-09-30
(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
3,611
2,989
622
b
1,750
1,477
273
c
218
208
10
d
4,840
5,596
-756
e
7,517
6,365
1,152
10,444
5,347
5,097
7,266
5,554
1,712
29,987
30,652
-665
42,814
41,601
1,213
7,852
7,920
-68
1,706
1,514
192
5,203
2,708
2,495
10,789
7,430
3,359
6,394
6,081
313
8,594
5,798
2,796
6,205
6,384
-179
8,592
8,211
381
11,390
9,192
2,198
7,288
4,691
2,597
7,743
5,645
2,098
7,385
4,152
3,233
7,673
6,801
872
332
309
23
106,138
122,590
-16,452
275
228
47
18,778
17,830
948
245
234
11
39,840
38,607
1,233
12,863
13,143
-280
8,172
6,279
1,893
2,405
2,092
313
103
98
5
255
271
-16
2,650
1,694
956
362
350
12
1,103
932
171
851
859
-8
280
274
6
347
314
33
414
310
104
7,142
5,436
1,706
573
550
23
344
220
124
8,540
5,780
2,760
1,290
1,217
73
2,987
2,846
141
1,562
1,541
21
10,806
10,652
154
340
256
84
282
223
59
3,575
2,876
699
908
488
420
907
990
-83
2,146
2,169
-23
1,448
1,437
11
357
310
47
329
236
93
228
224
4
126,236
138,483
-12,247
124,929
138,225
-13,296
282
161
121
8,162
6,717
1,445
31
32
-1
561
368
193
25,242
24,594
648
2,254
2,449
-195
5,792
5,613
179
5,183
5,551
-368
2,451
2,387
64
29,851
29,296
555
15,935
15,018
917
3,861
3,472
389
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
622
b
273
c
10
d
-756
e
1,152
5,097
1,712
-665
1,213
-68
192
2,495
3,359
313
2,796
-179
381
2,198
2,597
2,098
3,233
872
23
-16,452
47
948
11
1,233
-280
1,893
313
5
-16
956
12
171
-8
6
33
104
1,706
23
124
2,760
73
141
21
154
84
59
699
420
-83
-23
11
47
93
4
-12,247
-13,296
121
1,445
-1
193
648
-195
179
-368
64
555
917
389
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
2,661
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
72,871
1,326,952
0.054916
2017
28,530
517,949
0.055083
2016
33,548
513,374
0.065348
2015
38,362
510,634
0.075126
2014
28,637
523,649
0.054687
2
Total
of line 1, column (d)
.....................
2
0.305160
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
0.061032
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
1,446,937
5
Multiply line 4 by line 3
......................
5
88,309
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
0
7
Add lines 5 and 6
........................
7
88,309
8
Enter qualifying distributions from Part XII, line 4
,.............
8
70,886
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
0
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
0
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
0
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
3,260
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
1,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
4,260
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
4,260
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
4,260
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
MARSHA GILDIN
Telephone no.
(914) 739-4605
Located at
2711 HENRY HUDSON PARKWAY APT 7F
BRONX
NY
ZIP+4
104634716
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
MARSHA GILDIN
PRESIDENT
6.00
0
0
0
66 OVERLOOK TERRACE
NEW YORK
,
NY
10040
JANIS GILDIN
SECRETARY
3.00
0
0
0
177 FURNACE DOCK RD
CORTLANDT MANOR
,
NY
10566
BETH GILDIN WATROUS
TREASURER
2.00
0
0
0
659 BRATTLEBORO RD
BERNARDSTON
,
MA
01337
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
N/A
0
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
N/A
0
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
1,406,510
b
Average of monthly cash balances
.......................
1b
62,462
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
1,468,972
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
1,468,972
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
22,035
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
1,446,937
6
Minimum investment return.
Enter 5% of line 5
..................
6
72,347
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
72,347
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
72,347
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
72,347
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
72,347
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
70,886
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
70,886
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
70,886
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
72,347
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
......
3,140
b
From 2015
......
13,562
c
From 2016
......
8,027
d
From 2017
......
2,832
e
From 2018
......
6,890
f
Total
of lines 3a through e
........
34,451
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
70,886
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
.....
70,886
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
1,461
1,461
(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
32,990
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)
...
1,679
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
31,311
10
Analysis of line 9:
a
Excess from 2015
....
13,562
b
Excess from 2016
....
8,027
c
Excess from 2017
....
2,832
d
Excess from 2018
....
6,890
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or 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
ACT BLUE
PO BOX 441146
SOMERVILLE
,
MA
02144
GENL CHARITABLE PURPOSESGENL CHARITABLE PURPOSES
1,000
AMER FRIENDS OF NEVE SHALOMWAHAT AL-SALAM
229 N CENTRAL AVESUITE 401
GLENDALE
,
CA
91203
GENL CHARITABLE PURPOSES
1,000
AMER SOCIETY FOR YAD VASHEM
500 FIFTH AVE
NEW YORK
,
NY
10110
GENL CHARITABLE PURPOSES
1,000
AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE
633 THIRD AVENUE
NEW YORK
,
NY
10017
GENL CHARITABLE PURPOSES
1,000
AMERICAN FRIENDS OF BAR-LLAN UNIVERSITY
160 EAST 56TH STREET
NEW YORK
,
NY
10022
GENL CHARITABLE PURPOSES
1,000
AMERICAN HUMANE ASSOCIATION
1400 16TH STREET NW
WASHINGTON
,
DC
20036
GENL CHARITABLE PURPOSES
500
AMERICAN JEWISH WORLD SERVICE
45 W 36TH ST
NEW YORK
,
NY
10018
GENL CHARITABLE PURPOSES
2,781
BOND STREET THEATRE
2 BOND STREET
NEW YORK
,
NY
10012
GENL CHARITABLE PURPOSESGENL CHARITABLE PURPOSES
1,000
CREATE GLOBAL HEALING
PO BOX 31134
SANTA BARBARA
,
CA
93130
GENL CHARITABLE PURPOSES
500
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOOR
NEW YORK
,
NY
10006
GENL CHARITABLE PURPOSES
2,000
EARTH JUSTICE
50 CALIFORNIA STREET
SAN FRANCISCO
,
CA
94111
GENL CHARITABLE PURPOSES
1,000
FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION
110 E 42ND STREET
NEW YORK
,
NY
10017
GENL CHARITABLE PURPOSES
1,000
FOUNDATION FOR THE ADVANCEMENT OF MIDWIFERY
PO BOX 744
HARRIMAN
,
NY
10926
GENL CHARITABLE PURPOSES
5,000
GIVAT HAVIVA EDUCATIONAL FOUNDATION
601 W 26TH STREET
NEW YORK
,
NY
10001
GENL CHARITABLE PURPOSESGENL CHARITABLE PURPOSESGENL CHARITABLE PURPOSES
1,000
GOH PRODUCTIONS
239 E 5TH ST
NEW YORK
,
NY
10003
GENL CHARITABLE PURPOSES
2,500
HESPERIAN HEALTH GUIDES
1919 ADDISON ST
BERKELEY
,
CA
94704
GENL CHARITABLE PURPOSES
1,750
HIAS
333 7TH AVE
NEW YORK
,
NY
10001
GENL CHARITBALE PURPOSES
2,000
INTERNATIONAL RESCUE COMMITTEE
122 E 42ND ST
NEW YORK
,
NY
10168
GENL CHARITABLE PURPOSES
1,000
JEWISH FOUNDATION FOR THE RIGHTEOUS
305 7TH AVE
NEW YORK
,
NY
10001
GENL CHARITABLE PURPOSES
1,000
JEWS FOR RADICAL & ECONOMIC JUSTICE
330 SEVENTH AVE
NEW YORK
,
NY
10001
GENL CHARITABLE PURPOSES
765
MADRE
121 W 27TH STREET
NEW YORK
,
NY
10001
GENL CHARITABLE PURPOSES
1,250
MIDWIVES ALLIANCE
611 PENNSYLVANIA AVE
WASHINGTON
,
DC
20003
GENL CHARITABLE PURPOSES
550
NATIONAL PARK FOUNDATION
1110 VERMONT AVENUE
WASHINGTON
,
DC
20005
GENL CHARITABLE PURPOSES
500
NATIONAL YIDDISH THEATRE FOLKSBIENE
36 BATTERY PLACE
NEW YORK
,
NY
10280
GENL CHARITABLE PURPOSES
1,000
NEW ISRAEL FUND
6 EAST 39TH STREET
NEW YORK
,
NY
10016
GENL CHARITABLE PURPOSES
1,000
NORTH STAR FUND
520 EIGHTH AVENUE
NEW YORK
,
NY
10018
GENL CHARITABLE PURPOSES
100
PU'UHONUA SOCIETY
PO BOX 3080
HONOLULU
,
HI
96802
GENL CHARITABLE PURPOSES
2,066
SANDY HOOK PROMISE FOUNDATION INC
84 MERCER ROAD
HIGHLANDS
,
NJ
07732
GENL CHARITABLE PURPOSES
1,030
SAVE A CHILD'S HEART FOUNDATION
PO BOX 59172
POTOMAC
,
MD
20859
GENL CHARITABLE PURPOSESGENL CHARITABLE PURPOSES
1,038
ST JUDE'S CHILDREN RESEARCH HOSPITAL
220 EAST 42ND STREET
NEW YORK
,
NY
10017
GENL CHARITABLE PURPOSES
2,000
THE AMERICAN JEWISH JOINT DISTRIBUTION INC
220 E 42ND STREET
NEW YORK
,
NY
10017
GENL CHARITABLE PURPOSES
1,035
THE CENTER SCHOOL
71 MONTAGUE CITY ROAD
GREENFIELD
,
MA
01301
GENL CHARITABLE PURPOSES
10,000
THE HOLE IN THE WALL GANG CAMP
555 LONG WHARF DRIVE
NEW HAVEN
,
CT
06511
GENL CHARITABLE PURPOSES
500
THE YIDDISH BOOK CENTER
1021 WEST ST
AMHERST
,
MA
01002
GENL CHARITABLE PURPOSES
2,500
UNICEF USA
125 MAIDEN LANE
NEW YORK
,
NY
10038
GENL CHARITABLE PURPOSES
759
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PL SW
WASHINGTON
,
DC
20024
GENL CHARITABLE PURPOSES
1,000
WESTCHESTER LAND TRUST
403 HARRIS RD
BEDFORD HILLS
,
NY
10507
GENL CHARITABLE PURPOSES
510
WORLD WILDLIFE FUND
1250 24TH STREET NW
WASHINGTON
,
DC
20037
GENL CHARITABLE PURPOSES
1,030
YIVO INSTITUTE FOR JEWISH RESEARCH
15 WEST 16TH STREET
NEW YORK
,
NY
10011
GENL CHARITABLE PURPOSES
2,000
AMALIAH INC
515 MADISON AVENUE
NEW YORK
,
NY
10022
GENL CHARITABLE PURPOSES
1,000
ARTOLUTION INC
2029 350 CANAL STREET
NEW YORK
,
NY
10013
GENL CHARITABLE PURPOSES
525
SESAME WORKSHOP
ONE LINCOLN PLAZA
NEW YORK
,
NY
10023
GENL CHARITABLE PURPOSES
500
WOMEN MAKE MOVIES
115 WEST 29TH STREET
NEW YORK
,
NY
10001
GENL CHARITABLE PURPOSES
1,000
THE TIBET ORAL HISTORY PROJECT
PO BOX 6464
MORAGA
,
CA
94570
GENL CHARITABLE PURPOSES
500
ROMERO INSTITUTE
210 HIGH STREET
SANTA CRUZ
,
CA
95060
GENL CHARITABLE PURPOSES
1,000
GINA GIBNEY DANCE INC
890 BROADWAY
NEW YORK
,
NY
10003
GENL CHARITABLE PURPOSES
100
EDUCATION THROUGH MUSIC INC
122 E 42ND ST
NEW YORK
,
NY
10168
GENL CHARITABLE PURPOSES
520
CROSSROADS
3500 MADISON ROAD
CICINNATI
,
OH
45209
GENL CHARITABLE PURPOSES
500
PEACE WORKS
1125 WOOLLEY AVE
UNION
,
NJ
07083
GENL CHARITABLE PURPOSES
2,000
SANCTUARY FOR FAMILIES
PO BOX 1406
NEW YORK
,
NY
10268
GENL CHARITABLE PURPOSES
200
TEMPLE ISREAL OF NORTHERN WESTCHESTER
31 GLENGARY LANE
CRONTONONHUDSON
,
NY
10520
GENL CHARITABLE PURPOSES
500
SYRIAN MOTHERS MATTER
1110 VERMONT AVENUE
WASHINGTON
,
DC
20005
GENL CHARITABLE PURPOSES
250
HILLEL INTERNATIONAL
800 8TH STREET NW
WASHINGTON
,
DC
20001
GENL CHARITABLE PURPOSES
627
THE SYRIA CAMPAIGN
594 DEAN STREET
BROOKLYN
,
NY
11238
GENL CHARITABLE PURPOSESGENL CHARITABLE PURPOSES
3,000
Total
.................................
3a
70,886
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
99
4
Dividends and interest from securities
....
14
34,920
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
2,661
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
37,680
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
37,680
(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