-
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
WESTWIND FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
C/O WWM 204 EAST HIGH STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTESVILLE
,
VA
22902
A Employer identification number
52-6358830
B
Telephone number (see instructions)
(434) 977-5762
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)
$
108,135,822
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
26,883
26,883
26,883
4
Dividends and interest from securities
...
1,955,532
1,955,532
1,955,532
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
7,068,430
b
Gross sales price for all assets on line 6a
71,082,663
7
Capital gain net income (from Part IV, line 2)
...
7,068,430
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)
.......
7,425
7,425
12
Total.
Add lines 1 through 11
........
9,058,270
9,050,845
1,989,840
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
308,400
233,502
233,502
74,898
15
Pension plans, employee benefits
.......
58,156
41,238
41,238
16,917
16a
Legal fees (attach schedule)
.........
310
310
310
b
Accounting fees (attach schedule)
.......
5,800
5,800
5,800
c
Other professional fees (attach schedule)
....
47,058
47,058
47,058
17
Interest
...............
29
29
29
18
Taxes (attach schedule) (see instructions)
...
77,371
77,371
77,371
19
Depreciation (attach schedule) and depletion
...
166
166
166
20
Occupancy
..............
16,143
16,143
16,143
21
Travel, conferences, and meetings
.......
79,943
79,943
79,943
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
78,811
77,873
78,811
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
672,187
579,433
580,371
91,815
25
Contributions, gifts, grants paid
.......
3,403,116
3,403,116
26
Total expenses and disbursements.
Add lines 24 and 25
4,075,303
579,433
580,371
3,494,931
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
4,982,967
b
Net investment income
(if negative, enter -0-)
8,471,412
c
Adjusted net income
(if negative, enter -0-)
...
1,409,469
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
.............
1,496,831
1,704,416
1,704,416
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
30,000
32,000
32,000
10a
Investments—U.S. and state government obligations (attach schedule)
2,432,296
2,430,285
b
Investments—corporate stock (attach schedule)
.......
66,539,370
65,079,210
71,959,164
c
Investments—corporate bonds (attach schedule)
.......
31,718,900
27,107,652
23,444,089
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
8,360,609
8,481,466
14
Land, buildings, and equipment: basis
2,433
Less: accumulated depreciation (attach schedule)
2,350
249
83
15
Other assets (describe
)
85,340
84,402
84,402
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
99,870,690
104,800,668
108,135,822
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
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
........
1,015,783
1,015,783
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
98,854,907
103,784,885
29
Total net assets or fund balances
(see instructions)
.....
99,870,690
104,800,668
30
Total liabilities and net assets/fund balances
(see instructions)
.
99,870,690
104,800,668
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
99,870,690
2
Enter amount from Part I, line 27a
.....................
2
4,982,967
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
104,853,657
5
Decreases not included in line 2 (itemize)
5
52,989
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
104,800,668
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
JP MORGAN CHASE BOND
P
2019-10-22
2019-10-23
b
UNIFORM MBS POOL
P
2019-11-12
2019-12-25
c
ROYAL BANK CDA MOUNTAIN
P
2019-10-22
2019-12-18
d
UNIFORM MBS POOL
P
2019-10-22
2019-12-25
e
US TREASURY NOTE
P
2019-10-22
2019-11-20
UNIFORM MBS POOL
P
2019-10-24
2019-12-25
US TREASURY NOTE
P
2019-10-18
2019-11-20
VNB FRACTIONAL SHARES
P
2019-07-05
2019-07-05
US TREASURY NOTE
P
2019-10-18
2019-11-20
FIDELITY
P
FEDERAL HOME LN MTG
P
2019-10-16
2019-12-25
FIDELITY
P
FEDERAL HOME LN MTG
P
2019-10-22
2019-12-15
FIDELITY - SEE ATTACHED
P
FEDERAL HOME LN MTG
P
2019-10-17
2019-12-25
FEDERAL HOME LN MTG
P
2019-01-17
2019-12-25
FEDERAL HOME LN MTG
P
2019-10-22
2019-12-25
UNIFORM MBS POOL
P
2019-10-24
2019-12-25
UNIFORM MBS POOL
P
2019-10-22
2019-12-25
UNIFORM MBS POOL
P
2019-10-22
2019-12-25
UNIFORM MBS POOL
P
2019-10-24
2019-12-25
UNIFORM MBS POOL
P
2019-10-24
2019-12-25
(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
40,000
40,016
-16
b
513
534
-21
c
25,047
25,117
-70
d
1,545
1,578
-33
e
154,023
153,891
132
768
787
-19
51,669
51,696
-27
6
6
103,929
104,023
-94
45,917,478
38,247,135
7,670,343
106
108
-2
18,320,324
18,612,920
-292,596
1,269
1,302
-33
6,223,087
6,762,147
-539,060
2,370
2,396
-26
67
67
347
350
-3
1,419
1,485
-66
1,327
1,383
-56
2,743
2,775
-32
3,587
3,618
-31
874
905
-31
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
-16
b
-21
c
-70
d
-33
e
132
-19
-27
6
-94
7,670,343
-2
-292,596
-33
-539,060
-26
-3
-66
-56
-32
-31
-31
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
7,068,430
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
-539,482
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
4,565,656
104,128,248
0.043846
2017
4,555,592
92,986,054
0.048992
2016
4,208,320
73,013,531
0.057638
2015
3,929,934
54,921,780
0.071555
2014
3,957,574
52,346,370
0.075604
2
Total
of line 1, column (d)
.....................
2
0.297635
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
0.059527
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
105,509,161
5
Multiply line 4 by line 3
......................
5
6,280,644
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
84,714
7
Add lines 5 and 6
........................
7
6,365,358
8
Enter qualifying distributions from Part XII, line 4
,.............
8
3,494,931
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
169,428
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
169,428
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
169,428
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
32,000
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
32,000
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
246
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
137,674
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(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)
DC
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
WWW.WESTWINDFOUNDATION.ORG
14
The books are in care of
CO WESTWIND MANAGEMENT LLC
Telephone no.
(434) 977-5762
Located at
204 EAST HIGH STREET
CHARLOTTESVILLE
VA
ZIP+4
22902
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
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
JANET MILLER
TRUSTEE
20.00
0
0
0
204 E HIGH STREET
CHARLOTTESVILLE
,
VA
22902
EDWARD M MILLER
TRUSTEE
10.00
0
0
0
204 E HIGH STREET
CHARLOTTESVILLE
,
VA
22902
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
...................
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
.............
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
N/A
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
106,448,743
b
Average of monthly cash balances
.......................
1b
582,542
c
Fair market value of all other assets (see instructions)
................
1c
84,614
d
Total
(add lines 1a, b, and c)
.........................
1d
107,115,899
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
3
Subtract line 2 from line 1d
.........................
3
107,115,899
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,606,738
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
105,509,161
6
Minimum investment return.
Enter 5% of line 5
..................
6
5,275,458
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
5,275,458
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
169,428
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
169,428
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
5,106,030
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
5,106,030
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
5,106,030
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
3,494,931
b
Program-related investments—total from Part IX-B
..................
1b
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
3,494,931
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
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
3,494,931
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
5,106,030
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
1,328,107
b
From 2015
......
1,195,698
c
From 2016
......
569,288
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
3,093,093
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
3,494,931
a
Applied to 2018, but not more than line 2a
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
.....
3,494,931
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2019.
1,611,099
1,611,099
(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
1,481,994
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
.............
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
......
1,481,994
10
Analysis of line 9:
a
Excess from 2015
....
912,706
b
Excess from 2016
....
569,288
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or 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
ANSWER
41 GORDON ROAD SUITE C
PISCATAWAY
,
NJ
08854
NONE
TO FUND OPERATING NEEDS
227,000
CATHOLICS FOR CHOICE
1436 U ST NW SUITE 301
WASHINGTON
,
DC
20009
NONE
TO FUND OPERATING NEEDS
60,000
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREET 22ND FL
NEW YORK
,
NY
10038
NONE
TO FUND OPERATING NEEDS
150,000
COASTAL MOUNTAINS LAND TRUST
101 MOUNT BATTIE STREET
CAMDEN
,
ME
04843
NONE
TO FUND OPERATING NEEDS
2,000
DKT INTERNATIONAL
1701 K STREET NW STE 201
WASHINGTON
,
DC
20006
NONE
TO FUND OPERATING NEEDS
20,000
FEMINIST MAJORITY FOUNDATION
1600 WILSON BLVD STE 801
ARLINGTON
,
VA
22209
NONE
TO FUND OPERATING NEEDS
30,000
FUNDERS NETWORK OF POP REP H AND R
PO BOX 750
ROCKVILLE
,
MD
20848
NONE
TO FUND OPERATING NEEDS
12,200
GASP
2320 HIGHLAND AVE S
STE 270
BIRMINGHAM
,
AL
35205
NONE
TO FUND OPERATING NEEDS
20,000
GLOBAL DOCTORS FOR CHOICE
1430 BROADWAY STE 1614
NEW YORK
,
NY
10018
NONE
TO FUND OPERATING NEEDS
15,000
GREENPEACE FUND INC
702 H STREET NW STE 300
WASHINGTON
,
DC
20001
NONE
TO FUND OPERATING NEEDS
55,000
GROUNDSWELL FUND
PO BOX 71642
OAKLAND
,
CA
94612
NONE
TO FUND OPERATING NEEDS
30,000
INTL PLANNED PARENTHOOD FEDWH REG
125 MAIDEN LANE 9TH FLR
NEW YORK
,
NY
10038
NONE
TO FUND OPERATING NEEDS
200,000
IPAS
PO BOX 9990
CHAPEL HILL
,
NC
27515
NONE
TO FUND OPERATING NEEDS
50,000
MOTHERS OUT FRONT
30 BOW STREET
CAMBRIDGE
,
MA
02138
NONE
TO FUND OPERATING NEEDS
25,000
NARAL PRO CHOICE VIRGINIA FOUNDATIO
PO BOX 1204
ALEXANDRIA
,
VA
22313
NONE
TO FUND OPERATING NEEDS
15,000
PHYSICIANS FOR REPRODUCTIVE CHOICE
1430 BROADWAY
STE 1614
NEW YORK
,
NY
10018
NONE
TO FUND OPERATING COSTS
30,000
PLANNED PARENTHOOD FED OF AMER
123 WILLIAM STREET
NEW YORK
,
NY
10038
NONE
TO FUND OPERATING NEEDS
40,000
PLANNED PARENTHOOD LGE OF MASS
1055 COMMONWEALTH AVENUE
BOSTON
,
MA
02215
NONE
TO FUND OPERATING NEEDS
25,000
SEXUALITY INFO & EDUC COUNCIL OF US
1012 14TH ST NW STE 1108
WASHINGTON
,
DC
20005
NONE
TO FUND OPERATING NEEDS
50,000
SMALL DISCRETIONARY GRANTS--VARIOUS
232 EAST HIGH STREET
CHARLOTTESVILLE
,
VA
22902
NONE
TO FUND OPERATING NEEDS
6,515
SC COASTAL CONSERVATION LEAGUE
PO BOX 1765
CHARLESTON
,
SC
29402
NONE
TO FUND OPERATING NEEDS
35,000
SOUTHERN ALLIANCE CLEAN ENERGY
PO BOX 1842
KNOXVILLE
,
TN
37901
NONE
TO FUND OPERATING NEEDS
100,000
RH REALITY CHECK (REWIRE)
7315 WISCONSIN AVE
STE 400
BETHESDA
,
MD
20814
NONE
TO FUND OPERATING NEEDS
15,000
RIVANNA CONSERVATION ALLIANCE
PO BOX 1503
CHARLOTTESVILLE
,
VA
22902
NONE
TO FUND OPERATING NEEDS
1,000
TENNESSEE CLEAN WATER NETWORK
PO BOX 1521
KNOXVILLE
,
TN
379011521
NONE
TO FUND OPERATING NEEDS
25,000
THE SIERRA CLUB FOUNDATION
2101 WEBSTER ST
OAKLAND
,
CA
94612
NONE
TO FUND OPERATING NEEDS
30,000
UN FOUNDATION
1750 PENN AVE NW STE 300
WASHINGTON
,
DC
20006
NONE
TO FUND OPERATING NEEDS
50,000
VIRGINIA ORGANIZING
703 CONCORD AVENUE
CHARLOTTESVILLE
,
VA
22903
NONE
TO FUND OPERATING NEEDS
80,000
WETLANDS WATCH
PO BOX 9335
NORFOLK
,
VA
23505
NONE
TO FUND OPERATING COSTS
30,000
BIG BROTHERS BIG SISTERS
225 N HIGH STREET 3
HARRISONBURG
,
VA
22802
NONE
TO FUND OPERATING NEEDS
1,000
BOYSGIRLS CLUB OF CHARALB
PO BOX 707
CHARLOTTESVILLE
,
VA
22902
NONE
TO FUND OPERATING NEEDS
30,000
BUILDING GOODNESS FOUNDATION
PO BOX 4325
CHARLOTTESVILLE
,
VA
22905
NONE
TO FUND OPERATING NEEDS
5,000
CENTER FOR NONPROFIT EXCELLENCE
1701A ALLIED STREET
CHARLOTTESVILLE
,
VA
22903
NONE
TO FUND OPERATING NEEDS
2,500
CHARLOTTESVILLE AREA COMM FNDN
PO BOX 1767
CHARLOTTESVILLE
,
VA
22902
NONE
TO FUND OPERATING NEEDS
2,500
CHARLOTTESVILLE FREE CLINIC
1138 ROSE HILL DR STE200
CHARLOTTESVILLE
,
VA
22903
NONE
TO FUND OPERATING NEEDS
2,000
COMMUNITY INVESTMENT COLLABORATIVE
PO BOX 2976
CHARLOTTESVILLE
,
VA
22902
NONE
TO FUND OPERATING COSTS
2,000
ETHEL WALKER SCHOOL
230 BUSHY HILL ROAD
SIMSBURY
,
CT
06070
NONE
TO FUND OPERATING NEEDS
500
FOCUSED ULTRASOUND FOUNDATION
1230 CEDARS COURT
CHARLOTTESVILLE
,
VA
22903
NONE
TO FUND OPERATING NEEDS
2,000
GREEN VALE SCHOOL
250 VALENTINES LANE
GLEN HEAD
,
NY
11545
NONE
TO FUND OPERATING NEEDS
500
HOUSATONIC RIVER WALK
PO BOX 1018
GREAT BARRINGTON
,
MA
01230
NONE
TO FUND OPERATING NEEDS
1,000
HURRICANE ISLAND OUTWARD BOUND SCH
75 MECHANIC STREET
ROCKLAND
,
ME
04841
NONE
TO FUND OPERATING NEEDS
15,000
KONBIT SANTECAP HAITIEN HEALTH PS
126 WILLIAM STREET
PORTLAND
,
ME
04103
NONE
TO FUND OPERATING NEEDS
3,000
LEHIGH UNIVERSITY
641 TAYLOR STREET
BETHLEHEM
,
PA
18015
NONE
TO FUND OPERATING NEEDS
5,000
LENOX HILL NEIGHBOORHOOD HOUSE
331 EAST 70TH STREET
NEW YORK
,
NY
10021
NONE
TO FUND OPERATING NEEDS
8,000
LOCAL FOOD HUB
PO BOX 4647
CHARLOTTESVILLE
,
VA
22905
NONE
TO FUND OPERATING NEEDS
500
MAINE COAST HERITAGE TRUST
1 BOWDOIN MILL ISLAND
TOPSHAM
,
ME
04086
NONE
TO FUND OPERATING NEEDS
20,000
MAINE ISLAND TRAIL ASSOCIATION
58 FORE STREET BLDG 30
PORTLAND
,
ME
04101
NONE
TO FUND OPERATING NEEDS
1,000
MIT
77 MASSACHUSETTS AVE
CAMBRIDGE
,
MA
02139
NONE
TO FUND OPERATING NEEDS
6,000
MEMORIAL SLOAN-KETTERING CANCER CTR
1275 YORK AVENUE
NEW YORK
,
NY
10021
NONE
TO FUND OPERATING NEEDS
1,000
MS CARE CENTER AT NYU HOSP JT DIS
301 E 17TH STR SUITE 544
NEW YORK
,
NY
10003
NONE
TO FUND OPERATING NEEDS
3,000
PARAMOUNT THEATER
PO BOX 2309
CHARLOTTESVILLE
,
VA
22902
NONE
TO FUND OPERATING NEEDS
2,500
PBS FOUNDATION
2100 CRYSTAL DRIVE
ARLINGTON
,
VA
22202
NONE
TO FUND OPERATING NEEDS
5,000
PIEDMONT CASA
PO BOX 603
CHARLOTTESVILLE
,
VA
22902
NONE
TO FUND OPERATING NEEDS
2,000
PINE MANOR COLLEGE
400 HEATH STREET
CHESTNUT HILL
,
MA
02467
NONE
TO FUND OPERATING NEEDS
500
PORTLAND MUSEUM OF ART
7 CONGRESS SQUARE
PORTLAND
,
ME
04101
NONE
TO FUND OPERATING NEEDS
2,000
RACHEL'S NETWORK
1200 18TH ST NW STE 910
WASHINGTON
,
DC
20036
NONE
TO FUND OPERATING NEEDS
30,000
RENNSELAER ALUMNI ASSOCIATION
110 8TH STREET
TROY
,
NY
12180
NONE
TO FUND OPERATING NEEDS
500
ROCKING THE BOAT
812 EDGEWATER ROAD
BRONX
,
NY
10474
NONE
TO FUND OPERATING NEEDS
2,000
RON BROWN SCHOLAR FUND
1160 PEPSI PLACE ST 206
CHARLOTTESVILLE
,
VA
22901
NONE
TO FUND OPERATING NEEDS
500
SPECIAL OLYMPICS MAINE
125 JOHN ROBERTS ROAD
PORTLAND
,
ME
04106
NONE
TO FUND OPERATING NEEDS
2,000
TABOR ACADEMY
ALUMNI HOUSE
MARION
,
MA
02738
NONE
TO FUND OPERATING NEEDS
5,000
TANZANIAN CHILDREN'S FUND
PO BOX 382006
CAMBRIDGE
,
MA
02238
NONE
TO FUND OPERATING NEEDS
1,000
TEXAS A&M UNIVERSITY
505 GEORGE BUSH DRIVE
COLLEGE STATION
,
TX
77840
NONE
TO FUND OPERATING NEEDS
1,000
THE COMPASS PROJECT
170 ANDERSON STREET
PORTLAND
,
ME
04103
NONE
TO FUND OPERATING NEEDS
1,000
THE HEALTH WAGON
163 NUMBER TEN STREET
CLINCHCO
,
VA
24226
NONE
TO FUND OPERATING NEEDS
2,000
THE HILL SCHOOL
717 EAST HIGH STREET
POTTSTOWN
,
PA
19464
NONE
TO FUND OPERATING NEEDS
1,000
THE MUNICIPAL BAND OF CVILLE INC
1119 5TH STR SW SUITE B
CHARLOTTESVILLE
,
VA
22892
NONE
TO FUND OPERATING NEEDS
1,500
THE WOMEN'S INITIATIVE
1101 E HIGH STREET
CHARLOTTESVILLE
,
VA
22902
NONE
TO FUND OPERATING NEEDS
2,150
THOMAS JEFFERSON FOUNDATION
PO BOX 217
CHARLOTTESVILLE
,
VA
22902
NONE
TO FUND OPERATING NEEDS
5,000
TUFTS UNIVERSITY SCHOOL OF MEDICINE
80 GEORGE STREET
MEDFORD
,
MA
02155
NONE
TO FUND OPERATING NEEDS
5,000
UNIVERSITY OF RICHMOND OFFICE ADV
MARYLAND HALL CAMPUS DR
RICHMOND
,
VA
23173
NONE
TO FUND OPERATING NEEDS
5,000
UVA MILLER CENTER - PUBLIC AFFAIRS
PO BOX 400406
CHARLOTTESVILLE
,
VA
22904
NONE
TO FUND OPERATING NEEDS
1,000
VALLEY CHILDREN'S ADOVOCACY CENTER
1234 E MIDDLEBROOK AVE
STAUNTON
,
VA
24401
NONE
TO FUND OPERATING NEEDS
500
WILLIAMS COLLEGE
75 PARK STREET
WILLIAMSTOWN
,
MA
01267
NONE
TO FUND OPERATING FUNDS
1,500
WILLIAMSTOWN THEATRE FESTIVAL
PO BOX 517
WILLIAMSTOWN
,
MA
01267
NONE
TO FUND OPERATING NEEDS
5,000
WOODS HOLE OCEANOGRAPHIC INST
MS 40 FENNO HOUSE 225
WOODS HOLE
,
MA
02543
NONE
TO FUND OPERATING NEEDS
5,000
WVTF PUBLIC RADIO
3520 KINGSBURY LANE
ROANOKE
,
VA
24014
NONE
TO FUND OPERATING NEEDS
5,000
ST JAMES EPISCOPAL CHURCH
13 FEDERAL STREET
BRUNSWICK
,
ME
04011
NONE
TO PROVIDE OPERATING NEEDS
675
ADVOCATES FOR YOUTH
1325 G ST NW SUITE 980
WASHINGTON
,
DC
20005
NONE
TO FUND OPERATING NEEDS
1,268,320
AMERICAN CHESTNUT FOUNDATION
50 N MERRIMON AVE
ASHEVILLE
,
NC
28804
NONE
TO FUND OPERATING NEEDS
2,000
VIRGINIA CONSERVATION NETWORK
409 E MAIN ST STE 201
RICHMOND
,
VA
23219
NONE
TO FUND OPERATING NEEDS
30,000
MASSACHUSETTS GENERAL
55 FRUIT ST
BOSTON
,
MA
02114
NONE
TO FUND OPERATING NEEDS
20,000
SHENANDOAH NATIONAL PARK TRUST
414 E MARKET ST STE D
CHARLOTTESVILLE
,
VA
22902
NONE
TO FUND OPERATING NEEDS
5,000
SCARBOROUGH LAND CONSERVATION TRUST
PO BOX 1237
SCARBOROUGH
,
ME
04070
NONE
TO FUND OPERATING NEEDS
150
SUSAN L CURTIS CHARITABLE FOUND
PO BOX 821
PORTLAND
,
ME
04104
NONE
TO FUND SPECIAL NEEDS
1,500
GREATER NE CHAPTER MS SOCIETY
101-A FIRST AVE NO 6
WALTHAM
,
MA
02541
NONE
TO FUND OPERATING NEEDS
1,000
UVA OFFICE OF TELEMEDICINE
914 EMMET STREET NORTH
CHARLOTTESVILLE
,
VA
22903
NONE
TO FUND OPERATING NEEDS
7,000
ENVIRONMENTAL GRANTMAKERS ASSOC
475 RIVERSIDE DRIVE S960
NEW YORK
,
NY
10115
NONE
TO FUND OPERATING NEEDS
15,646
MARIE STOPES INTERNATIONAL
MSI-US PO BOX 35528
WASHINGTON
,
DC
20033
NONE
TO FUND OPERATING NEEDS
150,000
HURRICANE ISLAND FOUNDATION
PO BOX 1280
ROCKLAND
,
ME
04841
NONE
TO FUND OPERATING NEEDS
1,000
SOLAR UNITED NEIGHBORS
1115 MASSACHUSETTS AVE
SUITE 300
WASHINGTON
,
DC
20005
NONE
TO FUND OPERATING NEEDS
25,000
PUBLIC HEALTH INSTITUTE
555 12TH STREET 10TH FL
OAKLAND
,
CA
94607
NONE
TO FUND OPERATING NEEDS
105,000
WHOLE WOMEN'S HEALTH
2321 COMMONWEALTH DRIVE
CHARLOTTESVILLE
,
VA
22901
NONE
TO FUND OPERATING NEEDS
10,000
VINCENT MEMORIAL HOSPITAL FOUNDATIO
55 FRUIT STREET FND 516
BOSTON
,
MA
02114
NONE
TO FUND OPERATING NEEDS
5,000
SQUASH EDUCATION ALLIANCE
555 8TH AVE SUITE 1102
NEW YORK
,
NY
10018
NONE
TO FUND OPERATING NEEDS
2,000
VIRGINIA INTERFAITH POLICY CENTER
1716 EAST FRANKLIN STREET
RICHMOND
,
VA
23223
NONE
TO FUND OPERATING NEEDS
25,000
C'VILLE CLIMATE COLLABORATIVE
306-B EAST JEFFERSON ST
CHARLOTTESVILLE
,
VA
22902
NONE
TO FUND OPERATING NEEDS
25,000
ETR
100 ENTERPRISE WAY S-G30
SCOTTS VALLEY
,
CA
95066
NONE
TO FUND OPERATING NEEDS
25,000
THE VINCENT CLUB
71 BRIMMER STREET
BOSTON
,
MA
02108
NONE
TO PROVIDE OPERATING FUNDS
2,000
PROUTS NECK HISTORICAL SOCIETY
PO BOX 993
SCARBOROUGH
,
ME
04070
NONE
TO PROVIDE OPERATING FUNDS
1,960
VIRGINIA HUMANITIES
145 EDMAN DRIVE
CHARLOTTESVILLE
,
VA
22093
NONE
TO PROVIDE OPERATING NEEDS
2,000
FOUR COUNTY PLAYERS
PO BOX 1
BARBOURSVILLE
,
VA
22923
NONE
TO PROVIDE OPERATING FUNDS
1,000
EFFORT BAPTIST CHURCH
7820 THOMAS JEFFERSON PKW
PALMYRA
,
VA
22963
NONE
TO PROVIDE OPERATING FUNDS
25,000
WORLD WILDLIFE FUND
1250 24TH ST NW
WASHINGTON
,
DC
20037
NONE
TO PROVIDE OPERATING NEEDS
2,500
THE DARIEN FOUNDATION
PO BOX 1714
DARIEN
,
CT
06820
NONE
TO PROVIDE OPERATING FUNDS
2,500
ST CHARLES BORROMEO
300 NH 25
MEREDITH
,
NH
03253
NONE
TO PROVIDE OPERATING NEEDS
2,000
MAINE MARITIME MUSEUM
243 WASHINGTON STREET
BATH
,
ME
04530
NONE
TO PROVIDE OPERATING FUNDS
1,000
ALASKA WILDLIFE ALLIANCE
PO BOX 202022
ANCHORAGE
,
AK
99520
NONE
TO PROVIDE OPERATING FUNDS
3,000
CLEAN ENERGY ACTION
PO BOX 1399
BOULDER
,
CO
80306
NONE
TO PROVIDE OPERATING FUNDS
1,000
Total
.................................
3a
3,403,116
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
26,883
4
Dividends and interest from securities
....
14
1,955,532
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
............
14
7,068,449
-19
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
MISCELLANEOUS
1
7,425
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
9,058,289
-19
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
9,058,270
(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