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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
TWILIGHT & MARC FREEDMAN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
114 W 47TH ST NY8-114-07-07 AFT
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK
,
NY
100361510
A Employer identification number
76-0683871
B
Telephone number (see instructions)
(888) 866-3275
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)
$
3,489,332
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)
500,971
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
60,652
60,652
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
395,538
b
Gross sales price for all assets on line 6a
1,336,962
7
Capital gain net income (from Part IV, line 2)
...
395,538
8
Net short-term capital gain
.........
0
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
957,161
456,190
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
30,441
18,265
12,177
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
8,134
1,408
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
91
91
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
38,666
19,673
0
12,268
25
Contributions, gifts, grants paid
.......
353,000
353,000
26
Total expenses and disbursements.
Add lines 24 and 25
391,666
19,673
0
365,268
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
565,495
b
Net investment income
(if negative, enter -0-)
436,517
c
Adjusted net income
(if negative, enter -0-)
...
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
.............
1
1
1
2
Savings and temporary cash investments
.........
107,920
173,364
173,364
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
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
0
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)
.......
2,139,992
2,338,109
3,315,967
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)
..........
0
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)
2,247,913
2,511,474
3,489,332
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
........
2,247,913
2,511,474
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)
.....
2,247,913
2,511,474
30
Total liabilities and net assets/fund balances
(see instructions)
.
2,247,913
2,511,474
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
2,247,913
2
Enter amount from Part I, line 27a
.....................
2
565,495
3
Other increases not included in line 2 (itemize)
3
3,500
4
Add lines 1, 2, and 3
..........................
4
2,816,908
5
Decreases not included in line 2 (itemize)
5
305,434
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
2,511,474
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
75. APPLE INC
2015-11-18
2019-03-29
b
29. APPLE INC
2015-11-18
2019-04-30
c
8. APPLE INC
2016-03-31
2019-07-01
d
44. APPLE INC
2015-11-18
2019-07-01
e
31. APPLE INC
2012-06-27
2019-10-29
34. APPLE INC
2012-06-27
2019-12-16
38. BAXTER INTERNATIONAL INC
2017-10-11
2019-04-12
59. BAXTER INTERNATIONAL INC
2017-10-10
2019-04-12
71. BAXTER INTERNATIONAL INC
2017-05-04
2019-05-20
8. BAXTER INTERNATIONAL INC
2017-10-10
2019-05-20
18. BAXTER INTERNATIONAL INC
2017-05-05
2019-05-20
1. BAXTER INTERNATIONAL INC
2017-04-11
2019-12-10
84. BAXTER INTERNATIONAL INC
2017-04-12
2019-12-10
37. BAXTER INTERNATIONAL INC
2017-04-13
2019-12-10
29. BAXTER INTERNATIONAL INC
2017-04-17
2019-12-13
40. BAXTER INTERNATIONAL INC
2017-04-13
2019-12-13
26. BAXTER INTERNATIONAL INC
2017-04-18
2019-12-20
92. BAXTER INTERNATIONAL INC
2017-04-17
2019-12-20
14. BAXTER INTERNATIONAL INC
2017-05-04
2019-12-23
71. BAXTER INTERNATIONAL INC
2018-12-13
2019-12-23
16. BAXTER INTERNATIONAL INC
2017-04-18
2019-12-23
1. BAXTER INTERNATIONAL INC
2018-12-13
2019-12-24
26. BIOGEN INC
2016-08-24
2019-10-22
5. BIOGEN INC
2016-08-30
2019-10-22
17. CDW CORP/DE
2015-09-16
2019-04-12
24. CDW CORP/DE
2015-09-15
2019-04-12
1. CDW CORP/DE
2015-09-14
2019-04-16
10. CDW CORP/DE
2015-09-16
2019-04-16
28. CDW CORP/DE
2015-09-15
2019-04-16
1. CDW CORP/DE
2015-09-14
2019-04-16
24. CDW CORP/DE
2015-09-15
2019-04-16
8. CDW CORP/DE
2015-09-16
2019-04-16
4. CDW CORP/DE
2015-09-14
2019-09-18
43. CDW CORP/DE
2016-02-23
2019-09-18
44. CDW CORP/DE
2016-02-22
2019-09-18
11. CDW CORP/DE
2016-02-24
2019-09-18
24. CDW CORP/DE
2015-09-11
2019-09-18
70. CDW CORP/DE
2015-09-14
2019-09-18
11. CVS HEALTH CORP
2015-11-24
2019-01-30
86. CVS HEALTH CORP
2018-11-30
2019-01-30
35. CVS HEALTH CORP
2015-11-18
2019-01-30
34. CARNIVAL CORP
2015-03-02
2019-05-15
98. CARNIVAL CORP
2015-02-27
2019-05-15
57. CARNIVAL CORP
2018-08-10
2019-06-26
123. CARNIVAL CORP
2018-09-06
2019-06-26
79. CARNIVAL CORP
2018-12-13
2019-06-28
26. CARNIVAL CORP
2019-01-11
2019-06-28
61. CARNIVAL CORP
2018-08-10
2019-06-28
104. CARNIVAL CORP
2019-01-10
2019-07-02
53. CARNIVAL CORP
2019-01-08
2019-07-02
162. CARNIVAL CORP
2015-03-02
2019-07-16
103. CARNIVAL CORP
2015-03-02
2019-07-23
34. CARNIVAL CORP
2019-01-09
2019-07-24
43. CARNIVAL CORP
2019-01-08
2019-07-24
37. CARNIVAL CORP
2015-03-02
2019-07-24
10. CENTENE CORP DELAWARE COM
2015-06-16
2019-04-30
85. CENTENE CORP DELAWARE COM
2019-02-20
2019-04-30
46. CENTENE CORP DELAWARE COM
2015-06-17
2019-04-30
96. CENTENE CORP DELAWARE COM
2015-06-16
2019-05-02
55. CENTENE CORP DELAWARE COM
2015-06-15
2019-05-02
104. CENTENE CORP DELAWARE COM
2015-06-11
2019-07-09
52. CENTENE CORP DELAWARE COM
2015-06-12
2019-07-09
41. CENTENE CORP DELAWARE COM
2017-05-31
2019-07-23
54. CENTENE CORP DELAWARE COM
2015-06-12
2019-07-23
51. CENTENE CORP DELAWARE COM
2015-06-15
2019-07-23
99. CENTENE CORP DELAWARE COM
2017-05-31
2019-07-25
147. CISCO SYSTEMS INCORPORATED
2018-01-24
2019-04-08
202. COMCAST CORP
2012-09-24
2019-10-14
. DOWDUPONT INC
2019-06-06
2019-06-06
.82 DELL TECHNOLOGIES INC
2018-12-13
2019-01-04
13. DELL TECHNOLOGIES INC
2017-01-25
2019-03-26
99. DELL TECHNOLOGIES INC
2016-12-14
2019-03-26
3. DELL TECHNOLOGIES INC
2018-01-26
2019-03-27
45. DELL TECHNOLOGIES INC
2017-06-23
2019-03-27
16. DELL TECHNOLOGIES INC
2017-06-22
2019-03-27
3. DELL TECHNOLOGIES INC
2017-01-27
2019-03-27
42. DELL TECHNOLOGIES INC
2017-01-26
2019-03-27
3. DELL TECHNOLOGIES INC
2017-01-25
2019-03-27
35. DELL TECHNOLOGIES INC
2018-12-13
2019-03-28
57. DELL TECHNOLOGIES INC
2018-01-26
2019-03-28
38. DISH NETWORK CORPORATION CLASS A
2018-08-20
2019-11-07
121. DISH NETWORK CORPORATION CLASS A
2018-08-21
2019-11-07
77. DISH NETWORK CORPORATION CLASS A
2018-08-22
2019-11-07
60. DISH NETWORK CORP RIGHTS
2019-11-22
2019-12-02
. DISH NETWORK CORP RIGHTS
2019-12-03
2019-12-03
51. DOLLAR GENERAL CORP
2019-04-05
2019-09-03
16. DOLLAR GENERAL CORP
2018-11-23
2019-12-03
35. DOLLAR GENERAL CORP
2018-11-21
2019-12-03
.67 DOW INC
2019-01-17
2019-04-05
28. DOW INC
2017-01-12
2019-07-22
28. DOW INC
2017-01-13
2019-07-22
17. DOW INC
2017-01-09
2019-07-22
16. DOW INC
2017-01-17
2019-07-22
16. DOW INC
2017-01-10
2019-07-22
13. DOW INC
2017-01-13
2019-07-23
7. DOW INC
2017-01-17
2019-07-23
13. DOW INC
2017-01-12
2019-07-23
8. DOW INC
2017-01-09
2019-07-23
8. DOW INC
2017-01-10
2019-07-23
10. DOW INC
2013-10-21
2019-07-30
22. DOW INC
2013-10-22
2019-07-30
59. DOW INC
2013-10-23
2019-07-30
1. DOW INC
2017-01-10
2019-07-30
5. DOW INC
2017-01-17
2019-07-30
20. DOW INC
2018-12-13
2019-07-30
18. DOW INC
2018-12-13
2019-07-31
39. DOW INC
2019-01-17
2019-07-31
.67 DUPONT DE NEMOURS INC
2019-05-15
2019-06-06
10. DUPONT DE NEMOURS INC
2013-10-21
2019-06-14
22. DUPONT DE NEMOURS INC
2013-10-22
2019-06-14
14. DUPONT DE NEMOURS INC
2017-01-09
2019-06-14
59. DUPONT DE NEMOURS INC
2013-10-23
2019-06-14
41. DUPONT DE NEMOURS INC
2017-01-12
2019-06-21
11. DUPONT DE NEMOURS INC
2017-01-09
2019-06-21
8. DUPONT DE NEMOURS INC
2017-01-10
2019-06-21
41. DUPONT DE NEMOURS INC
2017-01-13
2019-06-21
58. EMERSON ELECTRIC CO
2018-10-05
2019-08-02
33. EMERSON ELECTRIC CO
2018-10-08
2019-08-02
51. EMERSON ELECTRIC CO
2018-10-08
2019-08-05
18. EMERSON ELECTRIC CO
2018-10-05
2019-08-05
29. EMERSON ELECTRIC CO
2018-10-16
2019-08-05
56. EMERSON ELECTRIC CO
2018-10-17
2019-08-05
3. EMERSON ELECTRIC CO
2018-11-01
2019-08-15
67. EMERSON ELECTRIC CO
2018-10-31
2019-08-15
43. EMERSON ELECTRIC CO
2018-10-16
2019-08-15
26. EMERSON ELECTRIC CO
2018-10-05
2019-08-15
41. EMERSON ELECTRIC CO
2018-12-13
2019-08-16
53. EMERSON ELECTRIC CO
2018-11-02
2019-08-16
50. EMERSON ELECTRIC CO
2018-11-01
2019-08-16
20. EMERSON ELECTRIC CO
2018-12-13
2019-08-19
33. FIRSTENERGY CORP
2018-12-13
2019-01-08
45. FIRSTENERGY CORP
2017-01-09
2019-01-08
26. FIRSTENERGY CORP
2017-06-16
2019-01-08
37. FIRSTENERGY CORP
2017-01-10
2019-01-08
116. FIRSTENERGY CORP
2017-01-09
2019-01-09
94. FIRSTENERGY CORP
2017-01-10
2019-01-09
87. FIRSTENERGY CORP
2018-12-13
2019-01-09
57. FIRSTENERGY CORP
2017-06-16
2019-01-09
4. FIRSTENERGY CORP
2018-12-13
2019-01-10
74. FIRSTENERGY CORP
2017-06-15
2019-01-10
3. FIRSTENERGY CORP
2017-06-16
2019-01-10
5. FIRSTENERGY CORP
2017-01-10
2019-01-10
60. FIRSTENERGY CORP
2017-06-14
2019-01-10
6. FIRSTENERGY CORP
2017-01-09
2019-01-10
6. FIRSTENERGY CORP
2017-06-15
2019-01-10
5. FIRSTENERGY CORP
2017-06-15
2019-01-10
25. FIRSTENERGY CORP
2017-06-16
2019-01-11
115. FIRSTENERGY CORP
2017-06-15
2019-01-11
67. FIRSTENERGY CORP
2017-06-16
2019-01-30
24. FIRSTENERGY CORP
2017-06-19
2019-01-30
29. FIRSTENERGY CORP
2017-06-30
2019-01-30
29. FIRSTENERGY CORP
2017-06-30
2019-01-31
40. FIRSTENERGY CORP
2017-07-03
2019-01-31
131. FIRSTENERGY CORP
2018-01-25
2019-02-28
41. FIRSTENERGY CORP
2018-01-25
2019-03-01
44. FIRSTENERGY CORP
2017-07-06
2019-03-05
55. FIRSTENERGY CORP
2018-01-25
2019-03-05
4. FIRSTENERGY CORP
2017-07-03
2019-03-05
53. FIRSTENERGY CORP
2017-07-05
2019-03-05
20. FORTIVE CORP
2017-11-22
2019-03-19
20. FORTIVE CORP
2017-11-21
2019-03-19
15. FORTIVE CORP
2017-07-12
2019-03-19
18. FORTIVE CORP
2017-11-27
2019-03-19
6. FORTIVE CORP
2017-11-21
2019-03-20
6. FORTIVE CORP
2017-11-22
2019-03-20
6. FORTIVE CORP
2017-11-27
2019-03-20
5. FORTIVE CORP
2017-07-12
2019-03-20
714. FREEPORT-MCMORAN INC
2018-05-02
2019-05-15
396. FREEPORT-MCMORAN INC
2018-05-11
2019-05-30
312. FREEPORT-MCMORAN INC
2018-08-03
2019-05-30
505. FREEPORT-MCMORAN INC
2018-09-14
2019-06-14
145. FREEPORT-MCMORAN INC
2018-08-03
2019-06-14
52. FREEPORT-MCMORAN INC
2018-05-02
2019-06-14
132. FREEPORT-MCMORAN INC
2018-05-16
2019-06-14
13. FREEPORT-MCMORAN INC
2018-09-14
2019-06-17
170. FREEPORT-MCMORAN INC
2018-12-13
2019-06-17
52. GILEAD SCIENCES INC
2016-02-25
2019-02-13
21. GILEAD SCIENCES INC
2016-02-26
2019-02-13
24. GILEAD SCIENCES INC
2015-11-03
2019-02-13
16. GILEAD SCIENCES INC
2015-11-03
2019-02-13
4. GILEAD SCIENCES INC
2015-10-20
2019-02-13
114. GILEAD SCIENCES INC
2016-04-13
2019-04-30
55. GILEAD SCIENCES INC
2016-04-13
2019-05-13
23. GILEAD SCIENCES INC
2016-02-26
2019-05-13
30. GILEAD SCIENCES INC
2018-12-13
2019-05-13
6. GILEAD SCIENCES INC
2016-02-26
2019-05-16
11. GILEAD SCIENCES INC
2016-04-13
2019-05-16
140. GILEAD SCIENCES INC
2017-05-31
2019-05-16
25. GILEAD SCIENCES INC
2017-05-31
2019-05-17
55. HARTFORD FINL SVCS GROUP INC COM
2017-12-15
2019-01-08
65. HARTFORD FINL SVCS GROUP INC COM
2017-06-28
2019-01-08
27. HARTFORD FINL SVCS GROUP INC COM
2017-12-15
2019-01-09
33. HARTFORD FINL SVCS GROUP INC COM
2017-06-28
2019-01-09
22. HARTFORD FINL SVCS GROUP INC COM
2017-06-28
2019-01-10
73. HARTFORD FINL SVCS GROUP INC COM
2017-06-26
2019-01-10
46. HARTFORD FINL SVCS GROUP INC COM
2017-06-28
2019-01-11
36. HARTFORD FINL SVCS GROUP INC COM
2017-07-10
2019-01-11
27. HARTFORD FINL SVCS GROUP INC COM
2017-11-28
2019-01-11
20. IAA INC REG SHS WHEN
2018-06-21
2019-08-12
6. IAA INC REG SHS WHEN
2018-06-20
2019-08-12
20. IAA INC REG SHS WHEN
2018-06-19
2019-08-12
16. IAA INC REG SHS WHEN
2018-04-05
2019-08-12
12. IAA INC REG SHS WHEN
2018-06-22
2019-08-12
24. IAA INC REG SHS WHEN
2018-06-21
2019-08-13
8. IAA INC REG SHS WHEN
2018-06-20
2019-08-13
24. IAA INC REG SHS WHEN
2018-06-19
2019-08-13
14. IAA INC REG SHS WHEN
2018-06-22
2019-08-13
20. IAA INC REG SHS WHEN
2018-04-05
2019-08-13
60. IAA INC REG SHS WHEN
2018-04-05
2019-08-15
4. IAA INC REG SHS WHEN
2018-05-17
2019-08-15
60. IAA INC REG SHS WHEN
2018-04-05
2019-08-16
3. IAA INC REG SHS WHEN
2018-05-17
2019-08-16
40. IAA INC REG SHS WHEN
2018-04-05
2019-08-19
3. IAA INC REG SHS WHEN
2018-05-17
2019-08-19
17. IAA INC REG SHS WHEN
2018-05-14
2019-09-09
4. IAA INC REG SHS WHEN
2018-05-17
2019-09-09
36. IAA INC REG SHS WHEN
2018-05-14
2019-09-10
11. IAA INC REG SHS WHEN
2018-05-17
2019-09-10
37. IAA INC REG SHS WHEN
2018-05-14
2019-09-11
10. IAA INC REG SHS WHEN
2018-05-17
2019-09-11
29. IAA INC REG SHS WHEN
2018-05-14
2019-09-12
9. IAA INC REG SHS WHEN
2018-05-17
2019-09-12
4. IAA INC REG SHS WHEN
2018-05-14
2019-10-11
27. IAA INC REG SHS WHEN
2018-05-16
2019-10-11
14. IAA INC REG SHS WHEN
2018-12-13
2019-10-14
5. IAA INC REG SHS WHEN
2018-05-21
2019-10-14
44. IAA INC REG SHS WHEN
2018-05-18
2019-10-14
29. IAA INC REG SHS WHEN
2019-01-17
2019-10-15
61. IAA INC REG SHS WHEN
2018-12-13
2019-10-15
1. IAA INC REG SHS WHEN
2019-01-18
2019-10-16
13. IAA INC REG SHS WHEN
2019-01-17
2019-10-16
39. IAA INC REG SHS WHEN
2019-01-18
2019-10-18
3. IAA INC REG SHS WHEN
2019-01-18
2019-10-21
36. IAA INC REG SHS WHEN
2019-01-22
2019-10-21
27. IAA INC REG SHS WHEN
2019-02-28
2019-10-23
15. IAA INC REG SHS WHEN
2019-01-22
2019-10-23
23. IAA INC REG SHS WHEN
2019-03-01
2019-10-24
17. IAA INC REG SHS WHEN
2019-02-28
2019-10-24
28. IAA INC REG SHS WHEN
2019-03-01
2019-10-25
18. IAA INC REG SHS WHEN
2019-03-04
2019-10-28
36. IAA INC REG SHS WHEN
2019-03-01
2019-10-28
50. LENNAR CORP
2015-09-10
2019-03-22
42. LENNAR CORP
2015-09-22
2019-03-22
67. LENNAR CORP
2015-09-09
2019-03-22
134. LENNAR CORP
2015-09-23
2019-06-14
8. LENNAR CORP
2015-09-22
2019-06-14
30. LENNAR CORP
2015-09-23
2019-06-18
27. LENNAR CORP
2017-03-08
2019-06-18
14. LENNAR CORP
2015-09-24
2019-06-18
27. LENNAR CORP
2015-09-23
2019-06-18
50. LENNAR CORP
2017-03-08
2019-06-19
23. LENNAR CORP
2018-12-13
2019-06-19
60. LOWES COMPANIES INC COM
2017-09-18
2019-04-05
36. LOWES COMPANIES INC COM
2013-04-30
2019-04-25
26. LOWES COMPANIES INC COM
2013-06-21
2019-04-25
67. MICROSOFT CORPORATION
2018-12-13
2019-01-17
56. MOLSON COORS BREWING CO CL B
2019-02-01
2019-06-14
45. MOLSON COORS BREWING CO CL B
2019-01-31
2019-06-14
32. MOLSON COORS BREWING CO CL B
2019-01-30
2019-06-14
4. MOLSON COORS BREWING CO CL B
2019-02-04
2019-06-14
41. NORFOLK SOUTHERN CORP
2017-02-21
2019-01-17
40. NORFOLK SOUTHERN CORP
2017-06-09
2019-02-27
2. NORFOLK SOUTHERN CORP
2017-02-21
2019-02-27
41. NORFOLK SOUTHERN CORP
2017-01-09
2019-03-05
29. NORFOLK SOUTHERN CORP
2017-04-03
2019-03-13
15. NORFOLK SOUTHERN CORP
2017-06-09
2019-03-13
23. NORFOLK SOUTHERN CORP
2017-04-03
2019-03-19
14. NORFOLK SOUTHERN CORP
2017-01-12
2019-03-19
12. NOVARTIS AG ADR
2018-11-21
2019-09-10
45. NOVARTIS AG ADR
2018-11-30
2019-09-10
28. NOVARTIS AG ADR
2018-11-30
2019-09-11
7. NOVARTIS AG ADR
2018-11-21
2019-09-11
3. NOVO-NORDISK A S ADR
2018-01-18
2019-09-05
9. NOVO-NORDISK A S ADR
2018-01-17
2019-09-05
3. NOVO-NORDISK A S ADR
2018-01-19
2019-09-05
3. NOVO-NORDISK A S ADR
2018-01-22
2019-09-05
1. NOVO-NORDISK A S ADR
2017-10-11
2019-09-05
8. NOVO-NORDISK A S ADR
2017-10-27
2019-09-05
8. NOVO-NORDISK A S ADR
2018-01-18
2019-09-06
20. NOVO-NORDISK A S ADR
2018-01-17
2019-09-06
18. NOVO-NORDISK A S ADR
2017-10-27
2019-09-06
3. NOVO-NORDISK A S ADR
2017-10-11
2019-09-06
9. NOVO-NORDISK A S ADR
2018-01-19
2019-09-06
9. NOVO-NORDISK A S ADR
2018-01-22
2019-09-06
10. NOVO-NORDISK A S ADR
2018-01-19
2019-09-09
22. NOVO-NORDISK A S ADR
2018-01-17
2019-09-09
20. NOVO-NORDISK A S ADR
2017-10-27
2019-09-09
4. NOVO-NORDISK A S ADR
2017-10-11
2019-09-09
9. NOVO-NORDISK A S ADR
2018-01-22
2019-09-09
8. NOVO-NORDISK A S ADR
2018-01-18
2019-09-09
15. NOVO-NORDISK A S ADR
2017-10-11
2019-09-17
14. NOVO-NORDISK A S ADR
2017-10-09
2019-09-17
48. NOVO-NORDISK A S ADR
2017-10-26
2019-09-17
5. NOVO-NORDISK A S ADR
2017-10-12
2019-09-17
49. NOVO-NORDISK A S ADR
2017-09-26
2019-09-19
12. NOVO-NORDISK A S ADR
2017-09-27
2019-09-19
2934. ORACLE CORP
2012-11-02
2019-12-13
29. PACKAGING CORP OF AMERICA
2013-02-22
2019-12-10
35. PACKAGING CORP OF AMERICA
2013-02-25
2019-12-13
25. PACKAGING CORP OF AMERICA
2013-02-22
2019-12-13
1942. PAYCHEX INC
2013-01-15
2019-12-13
183. PFIZER INC
2018-12-13
2019-01-17
112. PFIZER INC
2018-12-13
2019-03-19
77. PFIZER INC
2018-02-06
2019-03-19
13. J M SMUCKER CO
2018-03-07
2019-03-05
34. J M SMUCKER CO
2018-03-06
2019-03-05
17. J M SMUCKER CO
2018-03-07
2019-03-06
7. J M SMUCKER CO
2018-03-20
2019-11-11
19. J M SMUCKER CO
2018-03-14
2019-11-11
32. J M SMUCKER CO
2018-03-13
2019-11-11
16. J M SMUCKER CO
2018-03-07
2019-11-11
1. J M SMUCKER CO
2018-03-08
2019-11-11
16. J M SMUCKER CO
2018-03-20
2019-11-12
15. J M SMUCKER CO
2018-03-23
2019-11-12
20. J M SMUCKER CO
2018-03-23
2019-11-18
16. J M SMUCKER CO
2018-03-26
2019-11-18
13. J M SMUCKER CO
2018-05-17
2019-11-19
35. J M SMUCKER CO
2018-05-16
2019-11-19
4. J M SMUCKER CO
2018-03-26
2019-11-19
8. J M SMUCKER CO
2018-12-13
2019-11-20
11. J M SMUCKER CO
2018-05-17
2019-11-20
43. SONY CORP/AMER SHARES NEW/
2019-06-14
2019-10-14
96. SONY CORP/AMER SHARES NEW/
2019-06-14
2019-10-15
39. SONY CORP/AMER SHARES NEW/
2019-06-14
2019-11-11
62. SONY CORP/AMER SHARES NEW/
2019-06-19
2019-11-11
65. SONY CORP/AMER SHARES NEW/
2019-06-18
2019-11-11
98. SONY CORP/AMER SHARES NEW/
2019-06-17
2019-11-11
56. SUNCOR ENERGY INC
2018-02-05
2019-02-07
52. SUNCOR ENERGY INC
2013-01-17
2019-02-07
55. SUNCOR ENERGY INC
2018-02-05
2019-02-08
51. SUNCOR ENERGY INC
2013-01-17
2019-02-08
91. SUNCOR ENERGY INC
2013-01-15
2019-02-13
80. SUNCOR ENERGY INC
2013-01-16
2019-02-13
57. SUNCOR ENERGY INC
2013-01-16
2019-02-14
97. SUNCOR ENERGY INC
2013-01-16
2019-02-20
51. SUNCOR ENERGY INC
2013-01-16
2019-02-21
61. SUNCOR ENERGY INC
2013-01-17
2019-02-21
30. SUNCOR ENERGY INC
2013-02-20
2019-07-02
8. SUNCOR ENERGY INC
2017-04-25
2019-07-02
31. SUNCOR ENERGY INC
2018-02-06
2019-07-02
50. SUNCOR ENERGY INC
2018-03-05
2019-07-02
11. SUNCOR ENERGY INC
2018-03-06
2019-07-02
8. SUNCOR ENERGY INC
2013-01-17
2019-07-02
30. SUNCOR ENERGY INC
2013-02-20
2019-07-03
8. SUNCOR ENERGY INC
2017-04-25
2019-07-03
8. SUNCOR ENERGY INC
2013-01-17
2019-07-03
10. SUNCOR ENERGY INC
2018-03-06
2019-07-03
51. SUNCOR ENERGY INC
2018-03-05
2019-07-03
31. SUNCOR ENERGY INC
2018-02-06
2019-07-03
10. SUNCOR ENERGY INC
2018-03-06
2019-07-05
50. SUNCOR ENERGY INC
2018-03-05
2019-07-05
7. SUNCOR ENERGY INC
2013-01-17
2019-07-05
32. SUNCOR ENERGY INC
2018-02-06
2019-07-05
8. SUNCOR ENERGY INC
2017-04-25
2019-07-05
30. SUNCOR ENERGY INC
2013-02-20
2019-07-05
26. SUNCOR ENERGY INC
2018-03-05
2019-07-08
4. SUNCOR ENERGY INC
2013-01-17
2019-07-08
16. SUNCOR ENERGY INC
2013-02-20
2019-07-08
4. SUNCOR ENERGY INC
2017-04-25
2019-07-08
6. SUNCOR ENERGY INC
2018-03-06
2019-07-08
16. SUNCOR ENERGY INC
2018-02-06
2019-07-08
127. SUNCOR ENERGY INC
2013-01-29
2019-07-09
5. SUNCOR ENERGY INC
2013-01-28
2019-07-09
71. SUNCOR ENERGY INC
2017-04-24
2019-07-10
30. SUNCOR ENERGY INC
2013-02-26
2019-07-10
9. SUNCOR ENERGY INC
2013-01-29
2019-07-10
11. SUNCOR ENERGY INC
2017-04-24
2019-07-16
42. SUNCOR ENERGY INC
2017-04-26
2019-07-16
77. SUNCOR ENERGY INC
2017-04-25
2019-07-16
26. SUNCOR ENERGY INC
2017-04-26
2019-07-17
77. SUNCOR ENERGY INC
2018-12-13
2019-07-17
10. SUNCOR ENERGY INC
2019-01-02
2019-07-17
105. SUNCOR ENERGY INC
2019-01-02
2019-07-26
106. SUNCOR ENERGY INC
2019-01-02
2019-07-29
37. SUNTRUST BANKS INC
2016-06-24
2019-08-15
96. SUNTRUST BANKS INC
2017-09-11
2019-08-15
123. TAIWAN S MANUFCTRING ADR
2018-09-07
2019-09-05
78. TAIWAN S MANUFCTRING ADR
2018-09-07
2019-09-06
3104. TRUIST FINL CORP
2013-01-15
2019-12-13
.42 TRUIST FINL CORP
2013-01-15
2019-12-17
150. URBAN OUTFITTERS INC
2017-03-08
2019-03-06
102. URBAN OUTFITTERS INC
2017-07-26
2019-03-07
27. URBAN OUTFITTERS INC
2017-03-08
2019-03-07
22. URBAN OUTFITTERS INC
2017-03-31
2019-03-07
39. URBAN OUTFITTERS INC
2017-07-28
2019-03-08
103. URBAN OUTFITTERS INC
2017-07-27
2019-03-08
10. URBAN OUTFITTERS INC
2017-07-26
2019-03-08
64. URBAN OUTFITTERS INC
2018-12-13
2019-03-11
42. URBAN OUTFITTERS INC
2017-07-28
2019-03-11
46. URBAN OUTFITTERS INC
2017-07-31
2019-03-11
17. URBAN OUTFITTERS INC
2018-12-13
2019-03-12
70. WALMART INC
2017-08-04
2019-01-17
5. WALMART INC
2017-09-05
2019-01-17
.6 ALCON SA ACT NOM
2019-01-09
2019-04-26
12. ALCON SA ACT NOM
2018-11-21
2019-07-09
15. ALCON SA ACT NOM
2018-11-19
2019-07-09
11. ALCON SA ACT NOM
2018-11-16
2019-07-09
3. ALCON SA ACT NOM
2018-11-23
2019-07-09
5. ALCON SA ACT NOM
2018-11-26
2019-07-09
10. ALCON SA ACT NOM
2018-11-26
2019-07-10
9. ALCON SA ACT NOM
2018-12-13
2019-07-10
10. ALCON SA ACT NOM
2019-01-08
2019-07-10
15. ALCON SA ACT NOM
2018-11-30
2019-07-10
30. ALCON SA ACT NOM
2019-04-15
2019-07-11
6. ALCON SA ACT NOM
2019-01-09
2019-07-11
44. ALCON SA ACT NOM
2019-04-15
2019-07-30
47. ALCON SA ACT NOM
2019-04-15
2019-07-31
19. ALCON SA ACT NOM
2019-04-15
2019-08-01
CAPITAL GAIN DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
14,199
8,772
5,427
b
5,799
3,392
2,407
c
1,616
875
741
d
8,889
5,146
3,743
e
7,545
2,545
5,000
9,525
2,792
6,733
3,013
2,356
657
4,678
3,635
1,043
5,354
3,968
1,386
603
493
110
1,357
1,007
350
82
53
29
6,896
4,471
2,425
3,038
1,973
1,065
2,428
1,531
897
3,349
2,133
1,216
2,144
1,372
772
7,587
4,858
2,729
1,178
782
396
5,975
4,753
1,222
1,347
845
502
84
67
17
7,415
7,591
-176
1,426
1,413
13
1,815
710
1,105
2,562
992
1,570
107
41
66
1,074
418
656
3,007
1,158
1,849
108
41
67
2,589
992
1,597
863
334
529
480
164
316
5,162
1,678
3,484
5,282
1,707
3,575
1,320
425
895
2,881
983
1,898
8,502
2,874
5,628
726
1,028
-302
5,673
6,941
-1,268
2,309
3,540
-1,231
1,823
1,543
280
5,255
4,326
929
2,587
3,410
-823
5,583
7,597
-2,014
3,657
4,458
-801
1,204
1,361
-157
2,824
3,649
-825
4,829
5,409
-580
2,461
2,755
-294
7,517
7,354
163
4,750
4,676
74
1,588
1,766
-178
2,009
2,235
-226
1,729
1,680
49
510
395
115
4,332
5,546
-1,214
2,344
1,825
519
4,857
3,792
1,065
2,783
2,134
649
5,228
3,907
1,321
2,614
1,974
640
2,153
1,486
667
2,836
2,050
786
2,679
1,979
700
5,180
3,587
1,593
8,137
6,192
1,945
9,135
3,684
5,451
18
18
37
38
-1
756
593
163
5,760
4,518
1,242
173
137
36
2,597
2,054
543
923
730
193
173
137
36
2,424
1,917
507
173
137
36
2,011
1,597
414
3,276
2,601
675
1,315
1,329
-14
4,188
4,319
-131
2,665
2,705
-40
31
31
7,943
6,235
1,708
2,449
1,697
752
5,357
3,694
1,663
38
36
2
1,424
1,590
-166
1,424
1,580
-156
865
959
-94
814
892
-78
814
897
-83
674
734
-60
363
390
-27
674
738
-64
415
451
-36
415
449
-34
483
403
80
1,062
891
171
2,848
2,371
477
48
56
-8
241
279
-38
965
1,054
-89
866
949
-83
1,876
2,136
-260
48
61
-13
751
615
136
1,652
1,360
292
1,051
1,205
-154
4,430
3,618
812
3,080
3,553
-473
826
947
-121
601
685
-84
3,080
3,531
-451
3,580
4,519
-939
2,037
2,556
-519
3,057
3,950
-893
1,079
1,403
-324
1,739
2,124
-385
3,357
4,116
-759
169
210
-41
3,784
4,601
-817
2,429
3,150
-721
1,468
2,054
-586
2,371
2,504
-133
3,064
3,718
-654
2,891
3,504
-613
1,169
1,221
-52
1,241
1,309
-68
1,693
1,397
296
978
781
197
1,392
1,127
265
4,402
3,601
801
3,567
2,864
703
3,301
3,452
-151
2,163
1,713
450
152
159
-7
2,827
2,199
628
114
90
24
191
152
39
2,292
1,774
518
229
186
43
228
178
50
190
149
41
961
751
210
4,418
3,417
1,001
2,589
2,013
576
927
715
212
1,121
850
271
1,123
850
273
1,549
1,171
378
5,343
4,196
1,147
1,672
1,313
359
1,781
1,289
492
2,227
1,762
465
162
117
45
2,146
1,545
601
1,663
1,442
221
1,663
1,459
204
1,248
971
277
1,497
1,310
187
497
438
59
497
433
64
497
437
60
414
324
90
7,732
10,783
-3,051
3,877
6,414
-2,537
3,055
4,914
-1,859
5,390
6,906
-1,516
1,548
2,284
-736
555
785
-230
1,409
1,863
-454
138
178
-40
1,809
1,852
-43
3,433
4,668
-1,235
1,386
1,897
-511
1,584
2,394
-810
1,056
1,672
-616
264
430
-166
7,330
11,061
-3,731
3,510
5,337
-1,827
1,468
2,078
-610
1,915
2,016
-101
396
542
-146
726
1,067
-341
9,239
9,052
187
1,650
1,616
34
2,384
3,070
-686
2,818
3,421
-603
1,176
1,507
-331
1,437
1,737
-300
970
1,158
-188
3,220
3,794
-574
2,038
2,421
-383
1,595
1,755
-160
1,196
1,469
-273
871
689
182
261
206
55
871
684
187
696
546
150
522
412
110
1,106
827
279
369
275
94
1,106
820
286
645
480
165
921
683
238
2,673
2,049
624
178
135
43
2,622
2,049
573
131
101
30
1,771
1,366
405
133
101
32
823
571
252
194
135
59
1,672
1,209
463
511
371
140
1,697
1,243
454
459
337
122
1,327
974
353
412
304
108
149
134
15
1,003
902
101
507
440
67
181
168
13
1,593
1,469
124
1,048
922
126
2,204
1,919
285
37
32
5
480
414
66
1,474
1,261
213
117
97
20
1,406
1,154
252
1,031
795
236
573
481
92
883
677
206
652
500
152
1,067
825
242
688
534
154
1,377
1,060
317
2,398
2,492
-94
2,014
2,041
-27
3,213
3,456
-243
7,173
6,573
600
428
389
39
1,567
1,474
93
1,410
1,375
35
731
674
57
1,410
1,325
85
2,544
2,546
-2
1,170
938
232
6,890
4,669
2,221
4,098
1,386
2,712
2,959
1,024
1,935
7,068
7,342
-274
3,025
3,714
-689
2,431
2,969
-538
1,729
2,095
-366
216
263
-47
6,730
5,074
1,656
7,211
4,750
2,461
361
247
114
7,319
4,479
2,840
5,242
3,285
1,957
2,711
1,781
930
4,134
2,605
1,529
2,516
1,551
965
1,063
940
123
3,984
3,609
375
2,481
2,246
235
620
548
72
158
169
-11
475
506
-31
158
173
-15
158
173
-15
53
49
4
422
398
24
422
451
-29
1,055
1,124
-69
949
896
53
158
148
10
475
518
-43
475
518
-43
508
575
-67
1,117
1,236
-119
1,015
996
19
203
197
6
457
518
-61
406
451
-45
765
740
25
714
689
25
2,449
2,357
92
255
246
9
2,498
2,360
138
612
579
33
160,616
92,245
68,371
3,233
1,213
2,020
3,886
1,461
2,425
2,776
1,045
1,731
165,381
37,714
127,667
7,753
8,133
-380
4,711
4,978
-267
3,239
2,647
592
1,327
1,676
-349
3,471
4,389
-918
1,733
2,191
-458
730
910
-180
1,981
2,519
-538
3,337
4,207
-870
1,669
2,063
-394
104
128
-24
1,676
2,080
-404
1,572
1,802
-230
2,106
2,402
-296
1,684
1,939
-255
1,354
1,446
-92
3,646
3,920
-274
417
485
-68
836
835
1
1,150
1,224
-74
2,489
2,211
278
5,565
4,937
628
2,379
2,005
374
3,782
3,271
511
3,965
3,394
571
5,977
5,133
844
1,830
1,943
-113
1,699
1,795
-96
1,769
1,908
-139
1,641
1,760
-119
2,955
3,129
-174
2,598
2,741
-143
1,851
1,953
-102
3,315
3,324
-9
1,742
1,748
-6
2,084
2,106
-22
933
947
-14
249
248
1
964
1,043
-79
1,555
1,597
-42
342
354
-12
249
276
-27
935
947
-12
249
248
1
249
276
-27
312
322
-10
1,589
1,629
-40
966
1,043
-77
314
322
-8
1,572
1,597
-25
220
242
-22
1,006
1,076
-70
252
248
4
943
947
-4
817
830
-13
126
138
-12
503
505
-2
126
124
2
188
193
-5
503
538
-35
4,064
4,080
-16
160
160
2,293
2,173
120
969
903
66
291
289
2
347
337
10
1,326
1,299
27
2,431
2,387
44
815
804
11
2,415
2,361
54
314
282
32
3,120
2,959
161
3,098
2,987
111
2,190
1,509
681
5,682
5,156
526
5,441
5,530
-89
3,422
3,507
-85
174,037
68,443
105,594
24
9
15
4,566
3,663
903
3,034
1,904
1,130
803
659
144
654
532
122
1,138
756
382
3,005
1,982
1,023
292
187
105
1,894
2,167
-273
1,243
815
428
1,362
882
480
504
576
-72
6,747
5,635
1,112
482
398
84
34
32
2
727
650
77
908
802
106
666
586
80
182
160
22
303
270
33
609
540
69
549
483
66
610
525
85
914
831
83
1,847
1,656
191
369
317
52
2,597
2,428
169
2,763
2,594
169
1,125
1,049
76
20
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
5,427
b
2,407
c
741
d
3,743
e
5,000
6,733
657
1,043
1,386
110
350
29
2,425
1,065
897
1,216
772
2,729
396
1,222
502
17
-176
13
1,105
1,570
66
656
1,849
67
1,597
529
316
3,484
3,575
895
1,898
5,628
-302
-1,268
-1,231
280
929
-823
-2,014
-801
-157
-825
-580
-294
163
74
-178
-226
49
115
-1,214
519
1,065
649
1,321
640
667
786
700
1,593
1,945
5,451
18
-1
163
1,242
36
543
193
36
507
36
414
675
-14
-131
-40
31
1,708
752
1,663
2
-166
-156
-94
-78
-83
-60
-27
-64
-36
-34
80
171
477
-8
-38
-89
-83
-260
-13
136
292
-154
812
-473
-121
-84
-451
-939
-519
-893
-324
-385
-759
-41
-817
-721
-586
-133
-654
-613
-52
-68
296
197
265
801
703
-151
450
-7
628
24
39
518
43
50
41
210
1,001
576
212
271
273
378
1,147
359
492
465
45
601
221
204
277
187
59
64
60
90
-3,051
-2,537
-1,859
-1,516
-736
-230
-454
-40
-43
-1,235
-511
-810
-616
-166
-3,731
-1,827
-610
-101
-146
-341
187
34
-686
-603
-331
-300
-188
-574
-383
-160
-273
182
55
187
150
110
279
94
286
165
238
624
43
573
30
405
32
252
59
463
140
454
122
353
108
15
101
67
13
124
126
285
5
66
213
20
252
236
92
206
152
242
154
317
-94
-27
-243
600
39
93
35
57
85
-2
232
2,221
2,712
1,935
-274
-689
-538
-366
-47
1,656
2,461
114
2,840
1,957
930
1,529
965
123
375
235
72
-11
-31
-15
-15
4
24
-29
-69
53
10
-43
-43
-67
-119
19
6
-61
-45
25
25
92
9
138
33
68,371
2,020
2,425
1,731
127,667
-380
-267
592
-349
-918
-458
-180
-538
-870
-394
-24
-404
-230
-296
-255
-92
-274
-68
1
-74
278
628
374
511
571
844
-113
-96
-139
-119
-174
-143
-102
-9
-6
-22
-14
1
-79
-42
-12
-27
-12
1
-27
-10
-40
-77
-8
-25
-22
-70
4
-4
-13
-12
-2
2
-5
-35
-16
120
66
2
10
27
44
11
54
32
161
111
681
526
-89
-85
105,594
15
903
1,130
144
122
382
1,023
105
-273
428
480
-72
1,112
84
2
77
106
80
22
33
69
66
85
83
191
52
169
169
76
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
395,538
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
360,001
2,699,968
0.133335
2017
340,995
2,434,878
0.140046
2016
284,763
2,046,263
0.139162
2015
252,613
2,135,901
0.11827
2014
294,800
2,097,074
0.140577
2
Total
of line 1, column (d)
.....................
2
0.67139
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
0.134278
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
2,992,777
5
Multiply line 4 by line 3
......................
5
401,864
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
4,365
7
Add lines 5 and 6
........................
7
406,229
8
Enter qualifying distributions from Part XII, line 4
,.............
8
365,268
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
8,730
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
8,730
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
8,730
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
5,664
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
5,664
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
3,066
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
0
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(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)
TX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
14
The books are in care of
BANK OF AMERICA NA
Telephone no.
(888) 866-3275
Located at
114 WEST 47TH STREET NY8-114-07-07
NEW YORK
NY
ZIP+4
100361510
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
MARC FREEDMAN
PRESIDENT
1
0
3002 TRIWAY LANE
HOUSTON
,
TX
77043
TWIGHLIGHT FREEDMAN
VICE PRESIDENT
1
0
3002 TRIWAY LANE
HOUSTON
,
TX
77043
MONICA FREEDMAN SNIDEMAN
DIRECTOR
1
0
3002 TRIWAY LANE
HOUSTON
,
TX
77043
JENNIFER LYNN HOLSOMACK
DIRECTOR
1
0
3002 TRIWAY LANE
HOUSTON
,
TX
77043
GARY ANDERSON
DIRECTOR
1
0
3002 TRIWAY LANE
HOUSTON
,
TX
77043
BRIAN ANDERSON
DIRECTOR
1
0
3002 TRIWAY LANE
HOUSTON
,
TX
77043
WENDY FREEDMAN
DIRECTOR
1
0
3002 TRIWAY LANE
HOUSTON
,
TX
77043
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
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
2,956,444
b
Average of monthly cash balances
.......................
1b
81,908
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
3,038,352
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
3,038,352
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
45,575
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
2,992,777
6
Minimum investment return.
Enter 5% of line 5
..................
6
149,639
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
149,639
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
8,730
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
8,730
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
140,909
4
Recoveries of amounts treated as qualifying distributions
................
4
1,000
5
Add lines 3 and 4
............................
5
141,909
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
141,909
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
365,268
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
365,268
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
365,268
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
141,909
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
197,526
b
From 2015
......
151,808
c
From 2016
......
189,882
d
From 2017
......
228,451
e
From 2018
......
230,665
f
Total
of lines 3a through e
........
998,332
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
365,268
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
141,909
e
Remaining amount distributed out of corpus
223,359
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
1,221,691
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
197,526
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,024,165
10
Analysis of line 9:
a
Excess from 2015
....
151,808
b
Excess from 2016
....
189,882
c
Excess from 2017
....
228,451
d
Excess from 2018
....
230,665
e
Excess from 2019
....
223,359
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).)
MARC FREEDMAN TWILIGHT FREEDMAN
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
INSTITUTE FOR HUMAN UNDERSTANDING
INC
636 N VIEW DR
ROCHESTER
,
VT
05767
N/A
PC
UNRESTRICTED GENERAL
2,000
UNICEF
125 MAIDEN LN 10TH FL
NEW YORK
,
NY
10038
N/A
PC
UNRESTRICTED GENERAL
11,000
ALZHEIMERS DISEASE & RELATED DISORDERS
ASSOCIATION INC
225 N MICHIGAN AVE 1700
CHICAGO
,
IL
60601
N/A
PC
UNRESTRICTED GENERAL
1,000
AUTISM SPEAKS
1 E 33RD ST 4TH FL
NEW YORK
,
NY
10016
N/A
PC
UNRESTRICTED GENERAL
500
AGAINST MALARIA FOUNDATION
310 W 20TH ST 300
KANSAS CITY
,
MO
64108
N/A
PC
UNRESTRICTED GENERAL
2,500
JDRF INTERNATIONAL
26 BROADWAY 14TH FL
NEW YORK
,
NY
10004
N/A
PC
UNRESTRICTED GENERAL
500
HADASSAH THE WOMEN'S ZIONIST
ORGANIZATION OF AMERICA
1515 ADAMS WALK CT
HOUSTON
,
TX
77077
N/A
PC
UNRESTRICTED GENERAL
10,000
COOPERATIVE FOR EDUCATION
2300 MONTANA AVE 301
CINCINNATI
,
OH
45211
N/A
PC
UNRESTRICTED GENERAL
500
SHRINERS HOSPITAL FOR CHILDREN
2900 N ROCKY POINT DR
TAMPA
,
FL
33607
N/A
PC
UNRESTRICTED GENERAL
15,000
AMERICAN NATIONAL RED CROSS
431 18TH ST NW
WASHINGTON
,
DC
20006
N/A
PC
UNRESTRICTED GENERAL
40,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
INC
501 ST JUDE PL
MEMPHIS
,
TN
38105
N/A
PC
UNRESTRICTED GENERAL
10,000
UNITED WAY OF GREATER HOUSTON
50 WAUGH DR
HOUSTON
,
TX
77007
N/A
PC
UNRESTRICTED GENERAL
70,000
UNIVERSITY OF TEXAS
PO BOX 250
AUSTIN
,
TX
78767
N/A
PC
UNRESTRICTED GENERAL
145,000
BRIARWOOD-BROOKWOOD INC
1752 FM 1489 RD
BROOKSHIRE
,
TX
77423
N/A
PC
UNRESTRICTED GENERAL
500
RONALD MCDONALD HOUSE OF HOUSTON INC
1907 HOLCOMBE BLVD
HOUSTON
,
TX
77030
N/A
PC
UNRESTRICTED GENERAL
12,000
HOUSTON FOOD BANK
535 PORTWALL ST
HOUSTON
,
TX
77029
N/A
PC
UNRESTRICTED GENERAL
18,000
HOLOCAUST MUSEUM HOUSTON
5401 CAROLINE ST
HOUSTON
,
TX
77004
N/A
PC
UNRESTRICTED GENERAL
7,000
HOPE STONE INC
2726 BISSONNET 240513
HOUSTON
,
TX
77005
N/A
PC
UNRESTRICTED GENERAL
500
HABITAT FOR HUMANITY INTERNATIONAL
322 W LAMAR ST
AMERICUS
,
GA
31709
N/A
PC
UNRESTRICTED GENERAL
4,000
HAND IN HAND
7832 SW CAPITOL HWY C
PORTLAND
,
OR
97219
N/A
PC
UNRESTRICTED GENERAL
3,000
Total
.................................
3a
353,000
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
...........
4
Dividends and interest from securities
....
14
60,652
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
395,538
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
456,190
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
456,190
(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