-
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
TEACH A MAN TO FISH FOUNDATION
% JERRY RICKMEYER
Number and street (or P.O. box number if mail is not delivered to street address)
17595 HARVARD AVE Suite STE C511
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
IRVINE
,
CA
92614
A Employer identification number
27-4213183
B
Telephone number (see instructions)
(949) 253-9600
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)
$
73,395,039
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
0
2
Check
.............
3
Interest on savings and temporary cash investments
50,978
50,914
4
Dividends and interest from securities
...
26,642
1,761,636
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
322,103
b
Gross sales price for all assets on line 6a
7,666,966
7
Capital gain net income (from Part IV, line 2)
...
4,601,845
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)
.......
5,215,963
302,429
12
Total.
Add lines 1 through 11
........
5,615,686
6,716,824
13
Compensation of officers, directors, trustees, etc.
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
5,887
5,887
0
0
b
Accounting fees (attach schedule)
.......
140,124
70,062
0
70,062
c
Other professional fees (attach schedule)
....
6,400
6,400
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
91,328
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
623
1,997,632
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
244,362
2,073,581
0
76,462
25
Contributions, gifts, grants paid
.......
1,907,500
2,700,834
26
Total expenses and disbursements.
Add lines 24 and 25
2,151,862
2,073,581
0
2,777,296
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
3,463,824
b
Net investment income
(if negative, enter -0-)
4,643,243
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
1,856,811
160,760
160,760
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)
.......
3,209,951
780,445
780,445
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
65,854,296
72,453,834
72,453,834
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
70,921,058
73,395,039
73,395,039
17
Accounts payable and accrued expenses
..........
14,417
106,419
18
Grants payable
.................
1,247,637
0
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
)
46,476
47,804
23
Total liabilities
(add lines 17 through 22)
.........
1,308,530
154,223
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
69,612,528
73,240,816
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
69,612,528
73,240,816
30
Total liabilities and net assets/fund balances
(see instructions)
.
70,921,058
73,395,039
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
69,612,528
2
Enter amount from Part I, line 27a
.....................
2
3,463,824
3
Other increases not included in line 2 (itemize)
3
164,464
4
Add lines 1, 2, and 3
..........................
4
73,240,816
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
73,240,816
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
PUBLICLY TRADED SECURITIES
P
b
PUBLICLY TRADED SECURITIES
P
2019-06-13
2019-06-13
c
PUBLICLY TRADED SECURITIES
P
2019-06-06
2019-07-18
d
TRANSFER TO FISHING HOLE
P
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
2,126,749
1,532,486
594,263
b
53,699
50,500
3,199
c
547,222
525,751
21,471
d
1,027,425
956,384
71,041
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
594,263
b
3,199
c
21,471
d
71,041
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
4,601,845
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
2,843,954
66,903,905
0.042508
2017
2,035,866
46,672,580
0.04362
2016
736,636
46,484,720
0.015847
2015
1,535,328
47,171,619
0.032548
2014
2,206,093
43,026,688
0.051273
2
Total
of line 1, column (d)
.....................
2
0.185796
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
0.037159
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
74,937,436
5
Multiply line 4 by line 3
......................
5
2,784,600
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
46,432
7
Add lines 5 and 6
........................
7
2,831,032
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,777,296
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
92,865
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
92,865
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
92,865
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
85,006
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
100,000
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
185,006
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
92,141
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
92,141
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)
CA
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
Yes
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
JERRY RICKMEYER
Telephone no.
(949) 253-9600
Located at
2525 MAIN STREET STE 400
IRVINE
CA
ZIP+4
92614
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
No
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
VINCENT SMITH
PRESIDENT
0
0
0
0
17595 HARVARD AVE SUITE C511
IRVINE
,
CA
92614
VICTORIA FLAHERTY
SECRETARY & TREASURER
0
0
0
0
17595 HARVARD AVE SUITE C511
IRVINE
,
CA
92614
Matt Gless
Vice Pres / CFO
0
0
0
0
17595 HARVARD AVE SUITE C511
IRVINE
,
CA
92614
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
Total
number of other employees paid over $50,000
...................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
Total
number of others receiving over $50,000 for professional services
.............
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
2,415,301
b
Average of monthly cash balances
.......................
1b
1,582,062
c
Fair market value of all other assets (see instructions)
................
1c
72,081,252
d
Total
(add lines 1a, b, and c)
.........................
1d
76,078,615
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
76,078,615
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,141,179
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
74,937,436
6
Minimum investment return.
Enter 5% of line 5
..................
6
3,746,872
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
3,746,872
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
92,865
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
92,865
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
3,654,007
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
3,654,007
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
3,654,007
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
2,777,296
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
2,777,296
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
2,777,296
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
3,654,007
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
1,361,479
b
Total for prior years:
2017
,
2016
,
2015
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
0
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,777,296
a
Applied to 2018, but not more than line 2a
1,361,479
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
.....
1,415,817
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
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
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
2,238,190
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
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
0
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).)
VINCENT SMITH
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NA
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
MAPS
1115 MISSION STREET
SANTA CRUZ
,
CA
95060
NONE
PC
TO HELP WITH EDUCATION AND DEVELOPMENT OF MEDICAL, LEGAL, AND CULTURAL CONTEXTS FOR PEOPLE TO BENEFIT FROM THE CAREFUL USES OF PSYCHEDELICS
140,000
MOUNT SAINT JOSEPH
4403 FREDERICK AVENUE
BALTIMORE
,
MD
21229
NONE
PC
TO HELP TEACH AND MENOTR THE YOUNG MEN OF MOUNT SAINT JOSEPH HIGH SCHOOL
48,000
UNIVERSITY OF SANTA MONICA
2107 WILSHIRE BLVD
SANTA MONICA
,
CA
90403
NONE
PC
SCHOLARSHIP FUND AND GALA EVENT
62,500
AIDSLIFECYCLE
1035 MARKET STREET SUITE 400
SAN FRANCISCO
,
CA
94103
NONE
PC
TO PROVIDE A SAFETY NET OF ESSENTIAL SERVICES FOR PEOPLE WITH HIV/AIDS.
10,000
DOLPHINS CANCER CHALLENGE
347 DON SHULA DRIVE
MIAMI GARDENS
,
FL
33056
NONE
PC
TO SUPPORT INNOVATIVE CANCER RESEARCH AT THE SYLVESER COMPREHENSIVE CANCER CENTER
20,000
CYSTIC FIBROSIS FOUNDATION
1801 E EDINGER AVE SUITE 135
SANTA ANA
,
CA
92705
NONE
PC
TO HELP IMPROVE THE LIVES OF THE 30,000 CHILDREN AND ADULTS WITH CYSTIC FIBROSIS
20,000
CITY OF HOPE
1500 E DUARTE ROAD
DUARTE
,
CA
91010
NONE
PC
TO HELP PIONEER NEW WAYS TO TREAT CANCER AND DRAMATICALLY REDUCE THE TIME IT TAKES TO DEVELOP NEW THERAPIES
20,000
CHILDRENS HOME EUNIME
28935 SELFRIDGE DR
MALIBU
,
CA
90265
NONE
PC
TO PROVIDE ALL YOUNG PEOPLE WITH ACCESS TO APPROPRIATE, HIGH QUALITY, SERVICES IN THEIR LOCAL COMMUNITY OR ONLINE.
20,000
ZERO- THE END OF PROSTATE CANCER
515 KING STREET SUITE 420
ALEXANDRIA
,
VA
22314
NONE
PC
TO PROVIDE DIRECT ASSISTANCE TO MORE MEN AND ADVANCE RESEARCH FOR NEW TREATMENTS TO FIGHT PROSTATE CANCER
2,000
JACKSON HOLE LAND TRUST
690 S HWY 89 SUITE 101
PO BOX 2897
JACKSON
,
WY
83001
NONE
PC
TO HELP PUT THE HISTORIC GENEVIEVE BLOCK OF JACKSON, WY INTO PERMANENT PROTECTION, PRESERVING A CRITICAL CULTURAL, HISTORY, COMMUNITY, AND DOWNTOWN GREEN SPACE.
100,000
LETTING EVERYONE ACHIEVE DREAMS
PO BOX 25112
HOUSTON
,
TX
77265
NONE
PC
TO PREPARE UNDERSERVED MIDDLE SCHOOL STUDENTS FOR LEADERSHIP AND SUCCESS IN HIGH SCHOOL AND BEYOND.
100,000
MARYLAND WRESTLING FOUNDATION
1807 SHAWAN VALLEY LANE
REISTERSTOWN
,
MD
21136
NONE
PC
TO CONTRIBUTE TO THE MARYLAND WRESTLING FOUNDATION AND HELP AMATEUR WRESTLERS REACH THEIR FULL POTENTIAL
4,000
SACRED ARTS RESEARCH INC
107 GREEN STREET G55
BROOKLYN
,
NY
11222
NONE
PC
TO PROVIDE SUPPORT FOR THE SACRED ARTS THROUGH THE PROVISION OF FUNDS, SPACE, AND RESOURCES FOR ARTISTS
10,000
LIFE CAMP INC
111-12 SUTPHIN BLVD
JAMAICA
,
NY
11434
NONE
PC
TO DEVELOP AND NURTURE A CULTURE OF PEACE AND END GUN VIOLENCE IN UNDERSERVED COMMUNITIES
20,000
COMMUNITY ENTRY SERVICES INC
20 PIONEER LANE
PO BOX 4259
JACKSON
,
WY
83001
NONE
PC
TO THE ART OF LOVE 4TH ANNUAL PLATE AUCTION BENEFITING COMMUNITY ENTRY SERVICES
1,000
RAINFOREST FOUNDATION US
1000 DEAN STREET SUITE 430
BROOKLYN
,
NY
11238
NONE
PC
TO HELP PROTECT 21 MILLION ACRES OF RAIN FOREST
10,000
ONE22 INC
PO BOX 1232
JACKSON
,
WY
83001
NONE
PC
TO INVEST IN AND SUPPORT OUR NEIGHBORS WHO FACE HEALTH, FINANCIAL, AND CULTURAL CHALLENGES
25,000
THE SUMBA FOUNDATION
107 VIA ESCORIAL
SAN CLEMENTE
,
CA
92672
NONE
PC
TO HELP PROVIDE HUMANITARIAN AID TO THE INDIGENOUS PEOPLE OF SUMBA, INDONESIA.
1,000
THE CAMPANILE FOUNDATION
550 CAMPANILE DR
SAN DIEGO
,
CA
92182
NONE
PC
TO SUPPORT ACADEMIC EXCELLENCE AT SAN DIEGO STATE UNIVERSITY BY DIRECTLY BENEFITTING THE PROGRAM, DEPARTMENT, COLLEGE, FACULTY, OR STUDENT IDENTIFIED.
1,000
SURFING HERITAGE AND CULTURE CENTER
110 CALLE IGLESIA
SAN CLEMENTE
,
CA
92672
NONE
PC
TO PRESERVE, PROMOTE, AND PRESENT SURFING'S HERITAGE AND CULTURAL IMPACT
5,000
THE CDM FOUNDATION
2549 EASTBLUFF DRIVE SUITE 259
NEWPORT BEACH
,
CA
92660
NONE
PC
TO INVEST IN EDUCATIONAL PROGRAMS AND CAMPUS IMPROVEMENTS THAT HELP STUDENTS PROSPER, HAVE A POSITIVE SCHOOL EXPERIENCE, AND PREPARE FOR THEIR COLLEGE CAREERS
2,000
YMCA OF GREATER LONG BEACH
820 LONG BEACH BLVD
LONG BEACH
,
CA
90813
NONE
PC
TO STRENGTHEN COMMUNITIES THROUGH YOUTH DEVELOPMENT, HEALTHY LIVING, AND SOCIAL RESPONSIBILITY
1,000
PROSTATE CANCER FOUNDATION
1250 FOURTH STREET
SANTA MONICA
,
CA
90401
NONE
PC
TO HELP PROVIDE NEW TREATMENTS OF PROSTATE CANCER.
500,000
THE AUTISM COMMUNITY IN ACTION
2222 MARTIN ST SUITE 140
IRVINE
,
CA
92612
NONE
PC
TO HELP PROVIDE SERVICES THAT ARE CHANGING THE FUTURE FOR FAMILIES LIVING WITH AUTISM
10,000
AMAZON WATCH
520 THIRD STREET SUITE 108
OAKLAND
,
CA
94607
NONE
PC
TO HELP FIGHT CAMPAIGNS FOR HUMAN RIGHTS, CORPORATE ACCOUNTABILITY, AND THE PRESERVATION OF THE AMAZON'S ECOLOGICAL SYSTEMS
20,000
LIBERTY IN NORTH KOREA
236 E 3RD ST STE 210
LONG BEACH
,
CA
90802
NONE
PC
WORKING ALONGSIDE THE NORTH KOREAN PEOPLE TO ACCELERATE CHANGE
20,000
ASPEN CENTER FOR ENVIRONMENTAL STUDIES
100 PUPPY SMITH STREET
ASPEN
,
CO
81611
NONE
PC
TO PROVIDE EXPERIENTIAL, IMMERSIVE PROGRAMMING FOR ALL AGES FOCUSING ON ECOLOGICAL LITERACY, REGENERATIVE AGRICULTURE, FOREST AND ECOSYSTEM HEALTH, AND ENVIRONMENTAL LEADERSHIP
20,000
BABY2BABY
5830 W JEFFERSON BLVD
LOS ANGELES
,
CA
90016
NONE
PC
TO PROVIDE CHILDREN LIVING IN POVERTY WITH DIAPERS, CLOTHING, AND ALL THE BASIC NECESSITIES THAT EVERY CHILD DESERVES.
10,000
SHIELDS FOR FAMILIES
11601 S WESTERN AVE
LOS ANGELES
,
CA
90047
NONE
PC
TO DEVELOP, DELIVER, AND EVALUATE CULTURALLY SENSITIVE, COMPREHENSIVE SERVICE MODELS THAT EMPOWER AND ADVOCATE FOR HIGH-RISK FAMILIES IN SOUTH LOS ANGELES
5,000
EQUISHUI INC
150 FOGGINTOWN RD
BREWSTER
,
NY
10509
NONE
PC
TO PROVIDE EQUINE-ASSISTED PSYCHOTHERAPY AND EQUINE-ASSISTED LEARNING TO PROVIDE A UNIQUE, CREATIVE, AND FUN LEARNING ENVIRONMENT FOR DEVELOPING LIFE SKILLS
15,000
JACKSON HOLE CENTER FOR GLOBAL AFFAIRS
125 S KING ST SUITE F1
PO BOX 3040
JACKSON
,
WY
83001
NONE
PC
TO HELP BUILD JHCGA'S CLIMATE ACTION PROGRAMS
20,000
OPERATION SMILE
3641 FACULTY BOULEVARD
VIRGINIA BEACH
,
VA
23453
NONE
PC
TO HELP ADVANCE HEALTH CARE DELIVERY, TRAIN MEDICAL PROFESSIONALS, DONATE MEDICAL EQUIPMENT, AND INCREASE ACCESS TO SURGICAL CARE SO THAT EVERYONE LIVING WITH CLEFT IS TREATED
10,000
STAND TOGETHER FOUNDATION
1320 N COURTHOUSE ROAD SUITE 300
ARLINGTON
,
VA
22201
NONE
PC
TO TRANSFORM SOCIETY BY BREAKING THE BARRIERS THAT PREVENT PEOPLE FROM IMPROVING THEIR LIVES BY TACKLING THE DRIVERS OF PROVERTY
250,000
GRAHAMS FOUNDATION
PO BOX 755 1205 LOUISIANA AVE
PERRYSBURG
,
OH
43552
NONE
PC
TO HELP SUPPORT, COMFORT, INFORM, AND GUIDE FAMILIES WHO EXPERIENCE A PREMATURE BIRTH
5,000
BOULDER CREST
18370 BLUEMONT VILLAGE LANE
BLUEMONT
,
VA
20135
NONE
PC
TO HELP CHANGE THE WAY THAT POST TRAUMATIC STRESS DISORDER IS TREATED
10,000
WINGS OF HOPE
18370 WINGS OF HOPE BLVD
CHESTERFIELD
,
MO
63005
NONE
PC
TO HELP IMPROVE THE LIVES OF CHILDREN AND FAMILIES BY PROVIDING THEM TRANSPORTATION TO HOSPITALS THROUGHOUT THE UNITED STATES
20,000
MAKE A DIFFERENCE NOW
1775 W STATE STREET 329
BOISE
,
ID
83702
NONE
PC
TO HELP DISADVANTAGED YOUTH GET ACCESS TO ENGLISH MEDIUM EDUCATION, CAREER TRAINING, BOARDING, MEALS, AND SCHOOL SUPPLIES
20,000
DISCOVERY LAND COMPANY FOUNDATION
257 NORTH CANON DRIVE THIRD FLOOR
BEVERLY HILLS
,
CA
90210
NONE
PC
TO HELP STRENGTHEN SUPPORT FOR ABACO RELIEF FUND
25,000
PEDIATRIC CANCER RESEARCH FOUNDATION
17932 SKY PART CIRCLE SUITE E
IRVINE
,
CA
92614
NONE
PC
TO IDENTIFY AND FUND LEADING EDGE RESEARCH THAT PROMISES THE BEST HOPE FOR A CURE TO CHILDHOOD CANCER
20,000
ONE DROP FOUNDATION
550 AVENUE BEAUMONT SUITE 400
MONTREAL
,
QUEBEC
CA
NONE
PC
TO HELP PROMOTE THE SUSTAINABLE ADOPTION OF HEALTHY BEHAVIORS AROUND WATER, SANITATION, AND HYGIENE
250,000
WILLOW INTERNATIONAL
337 N CLARK STREET
ORANGE
,
CA
92868
NONE
PC
TO HELP END HUMAN TRAFFICKING THROUGH RESTORATION, PARTNERSHIP, AND PREVENTION BY DESIGNING A POWERFUL ANTI-TRAFFICKING MODEL.
20,000
BRENNAN CENTER FOR JUSTICE
120 BROADWAY SUITE 1750
NEW YORK
,
NY
10271
NONE
PC
TO HELP IN EFFORTS TO REPAIR, REVITALIZE, AND PROTECT OUR SYSTEMS OF DEMOCRACY AND JUSTICE.
25,000
IRON MATT
PO BOX 836
FRANKLIN LAKES
,
NJ
07417
NONE
PC
TO RAISE AWARENESS AND FUNDS NECESSARY TO OVERCOME PEDIATRIC BRAIN TUMORS AND HELP THE CHILDREN AND FAMILIES AFFECTED BY THEM.
10,000
CHALLENGE ASPEN
PO BOX 6639
SNOWMASS VILLAGE
,
CO
81615
NONE
PC
TO HELP PROVIDE ADAPTIVE THERAPEUTIC RECREATION AND WELLNESS EXPERIENCES FOR MILITARY PERSONNEL DIAGNOSED WITH COGNITIVE AND/OR PHYSICAL DISABILITIES
10,000
GIRLS ON THE RUN MPC
7721 E GRAY ROAD
SCOTTSDALE
,
AZ
85260
NONE
PC
TO HELP GIRLS MAKE FRIENDS, BUILD CONFIDENCE, AND CELEBRATE UNIQUENESS BY PARTICIPATING IN POSITIVE EMOTIONAL, SOCIAL, MENTAL, AND PHYSICAL DEVELOPMENT ACTIVITIES
10,000
CURE PSP
1216 BROADWAY 2ND FLOOR
NEW YORK
,
NY
10001
NONE
PC
TO FIND THE CAUSE, TREATMENT, AND CURE FOR PROGRESSIVE SUPRANUCLEAR PALSY AND RELATED DISEASES
10,000
NEUROMUSCULAR DISEASE FOUNDATION
269 S BEVERLY DRIVE SUITE 1206
BEVERLY HILLS
,
CA
90212
NONE
PC
TO ENHANCE THE QUALITY OF THE LIVES OF PEOPLE LIVING WITH GNE MYOPATHY THROUGH ADVOCACY, EDUCATION, AND FUNDING RESEARCH FOCUSED ON TREATMENTS AND A CURE.
20,000
INNOCENCE PROJECT
40 WORTH STREET SUITE 701
NEW YORK
,
NY
10013
none
PC
TO HELP FREE INNOCENT PEOPLE WHO REMAIN INCARCERATED AND BRING REFORM TO THE SYSTEM RESPONISIBLE FOR UNJUST IMPRISONMENT
15,000
SHATTERPROOF
101 MERRITT 7 CORPORATE PARK 1ST FL
NORWALK
,
CT
06851
NONE
PC
TO GIVE MORE PEOPLE ACCESS TO TREATMENT THAT'S AFFORDABLE AND PROVEN TO WORK FOR ADDICTION
20,000
SMILE TRAIN
633 THIRD AVENUE 9TH FLOOR
NEW YORK
,
NY
10017
NONE
PC
TO HELP GIVE EVERY CHILD WITH A CLEFT THE TREATMENT THEY DESERVE
5,000
GIVE THE KIDS THE WORLD VILLAGE
210 SOUTH BASS ROAD
KISSIMMEE
,
FL
34746
NONE
PC
TO HELP BRING CHILDREN BATTLING ILLNESSES A WEEK WHERE THEY CAN CREATE HAPPY MEMORIES
5,000
THOMAS HOUSE FAMILY SHELTER
PO BOX 2737
GARDEN GROVE
,
CA
92842
NONE
PC
TO HELP ENSURE THAT HOMELESS FAMILIES RECEIVE THE SERVICES THEY NEED TO THRIVE AND REBUILD THEIR LIVES
10,000
WINCHESTER HOSPITAL
41 HIGHLAND AVENUE
WINCHESTER
,
MA
01890
NONE
PC
TO SUPPORT THE CENTER FOR CANCER CARE AT WINCHESTER HOSPITAL
3,000
FLAGLER COLLEGE
74 KING STREET
SAINT AUGUSTINE
,
FL
32084
NONE
PC
FOR THE BENEFIT OF THE STUDENT ATHLETES ON THE MEN'S LACROSSE PROGRAM TO SUPPORT THEM BOTH ON THE FIELD AND IN THE CLASSROOM
3,000
ONE OC
1901 E 4TH STREET SUITE 100
SANTA ANA
,
CA
92705
NONE
PC
TO ACCELERATE NONPROFIT SUCCESS BY HELPING THEM REACH GOALS, MAKE GREATER IMPACTS, AND ENGAGE WITH THEIR COMMUNITIES.
5,000
ASSOCIATION OF AMERICAN MEDICAL COLLEGES
655 K STREET NW SUITE 100
WASHINGTON
,
DC
20001
NONE
PC
TO HELP TRANSFORM HEALTH CARE THROUGH INNOVATIVE MEDICAL EDUCATION, CUTTING EDGE PATIENT CARE, AND GROUNDBREAKING MEDICAL RESEARCH
3,000
SCHOLARS HOPE FOUNDATION
8071 SLATER AVE UNIT 260
HUNTINGTON BEACH
,
CA
92647
NONE
PC
TO HELP RESEARCH THE EPIDEMIC OF POOR MENTAL WELL BEING IN STUDENT PERFORMANCE AND HOW IT IMPACTS SOCIETY AS A WHOLE
25,000
CONSERVATION HAWKS
PO BOX 2852
BIGFORK
,
MT
59911
NONE
PC
TO DEFEND OUR SPORTING HERITAGE AND PASS ON A HEALTHY NATURAL WORLD TO FUTURE GENERATIONS OF AMERICA.
10,000
350ORG
20 JAY STREET SUITE 732
BROOKLYN
,
NY
11201
NONE
PC
TO HELP RESEARCH WAYS TO END THE ERA OF FOSSIL FUELS AND CREATE A JUST, RENEWABLE ENERGY FUTURE FOR ALL
20,000
PROTECT OUR WINTERS
4676 BROADWAY
BOULDER
,
CO
80304
NONE
PC
TO HELP GROW EDUCATIONAL INITIATIVES, POLITICAL ADVOCACY, AND COMMUNITY-BASED ACTIVISM EFFORTS AGAINST CLIMATE CHANGE
20,000
RAINFOREST ALLIANCE INC
65 BLEECKER ST
NEW YORK
,
NY
10012
NONE
PC
TO PROTECT FORESTS, IMPROVE THE LIVELIHOODS OF FARMERS AND FOREST COMMUNITIES, PROMOTE THEIR HUMAN RIGHTS, AND HELP MITIGATE AND ADAPT TO THE CLIMATE CRISIS
10,000
CONSERVATION COLORADO
1536 WYNKOOP STREET 510
DENVER
,
CO
80202
NONE
PC
TO HELP ENACT NATIONALLY-LEADING CLIMATE POLICY, KEEP COLORADO'S OUTDOORS WILD AND ACCESSIBLE, AND HOLD ELECTED OFFICIALS ACCOUNTABLE TO THEIR PRO-CONSERVATION VOTES AND ACTIONS
10,000
HIGH COUNTRY NEWS
119 GRAND AVENUE
PO BOX 1090
PAONIA
,
CO
81428
NONE
PC
TO PROVIDE RELIABLE NEWS AND INFORMATION ABOUT STORIES THAT SHED LIGHT ON POLICY CHANGES, CLIMATE, ENERGY, AND MORE.
10,000
COMPASSION CAUSES
555 US HIGHWAY 395 N
CARSON CITY
,
NV
89704
NONE
PC
TO GIVE LOCAL COMMUNITIES AN OPPORTUNITY TO LEAD OVER PROJECTS, PAY FAIR WAGES, AND HELP PEOPLE THRIVE THROUGH OWNERSHIP AND DIGNITY
5,000
TETON WILDLIFE REHABILITATION CENTER
PO BOX 885
VICTOR
,
ID
83455
NONE
PC
TO HELP WITH THE CONSERVATION OF WILDLIFE SPECIES THROUGH REHABILITATION OF INJURED, SICK, AND ORPHANED ANIMALS.
20,000
GEORGE BUSH FOUNDATION
2943 SMU BOULEVARD
DALLAS
,
TX
75205
NONE
PC
TO HELP DEVELOP LEADERS, ADVANCE POLICY, AND TAKE ACTION TO SOLVE TODAY'S MOST PRESSING PROBLEMS.
333,334
ACE SCHOLARSHIPS WYOMING
1201 EAST COLFAX AVENUE SUITE 302
DENVER
,
CO
80218
NONE
PC
TO PROVIDE CHILDREN OF LOW-INCOME FAMILIES WITH SCHOLARSHIPS TO PRIVATE SCHOOLS IN GRADES K-12, AND TO ADVOCATE FOR EXPANDED SCHOOL CHOICE
200,000
FUNRAISER ACTIVITIES
17595 HARVARD AVE STE C511
IRVINE
,
CA
92614
NONE
PC
VARIOUS 501(C)(3) CHARITIES
11,000
Total
.................................
3a
2,700,834
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
50,978
4
Dividends and interest from securities
....
14
26,642
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
.....
14
5,207,411
8
Gain or (loss) from sales of assets other than
inventory
............
18
322,103
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
FOREIGN AND STATE TAXES REFUND
525990
0
14
8,552
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
5,615,686
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
5,615,686
(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