-
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
Abbott Fund
Number and street (or P.O. box number if mail is not delivered to street address)
100 Abbott Park Rd D379/AP6D
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Abbott Park
,
IL
60064
A Employer identification number
36-6069793
B
Telephone number (see instructions)
(224) 667-7075
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)
$
315,546,321
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)
112,936
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
9,770,196
9,770,196
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
0
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
0
b
Less: Cost of goods sold
....
0
c
Gross profit or (loss) (attach schedule)
.....
0
11
Other income (attach schedule)
.......
209
0
0
12
Total.
Add lines 1 through 11
........
9,883,341
9,770,196
0
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
139,897
0
0
111,917
b
Accounting fees (attach schedule)
.......
49,577
0
0
0
c
Other professional fees (attach schedule)
....
59,416
0
0
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
551,416
0
0
0
19
Depreciation (attach schedule) and depletion
...
30,411
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
5,755,399
530
0
5,736,991
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
6,586,116
530
0
5,848,908
25
Contributions, gifts, grants paid
.......
11,500,049
11,339,429
26
Total expenses and disbursements.
Add lines 24 and 25
18,086,165
530
0
17,188,337
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-8,202,824
b
Net investment income
(if negative, enter -0-)
9,769,666
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
.............
825,564
1,127,029
1,127,029
2
Savings and temporary cash investments
.........
35,532,576
27,614,709
27,614,709
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
0
0
0
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
0
0
0
7
Other notes and loans receivable (attach schedule)
0
Less: allowance for doubtful accounts
0
0
0
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
365,677
239,029
239,029
10a
Investments—U.S. and state government obligations (attach schedule)
0
0
0
b
Investments—corporate stock (attach schedule)
.......
1,308,411
1,308,411
286,488,889
c
Investments—corporate bonds (attach schedule)
.......
0
0
11
Investments—land, buildings, and equipment: basis
0
Less: accumulated depreciation (attach schedule)
0
0
0
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
0
0
0
14
Land, buildings, and equipment: basis
261,063
Less: accumulated depreciation (attach schedule)
184,398
80,800
76,665
76,665
15
Other assets (describe
)
1,718
0
0
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
38,114,746
30,365,843
315,546,321
17
Accounts payable and accrued expenses
..........
245,410
183,294
18
Grants payable
.................
2,495,100
2,655,721
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
0
0
21
Mortgages and other notes payable (attach schedule)
......
0
0
22
Other liabilities (describe
)
5,348,194
5,703,610
23
Total liabilities
(add lines 17 through 22)
.........
8,088,704
8,542,625
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
30,026,042
21,823,218
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)
.....
30,026,042
21,823,218
30
Total liabilities and net assets/fund balances
(see instructions)
.
38,114,746
30,365,843
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
30,026,042
2
Enter amount from Part I, line 27a
.....................
2
-8,202,824
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
21,823,218
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
21,823,218
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.)
1a
b
c
d
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
b
c
d
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
b
c
d
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
0
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
0
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
15,667,764
299,240,994
0.052358
2017
14,947,747
226,360,876
0.066035
2016
13,912,682
179,892,829
0.077339
2015
16,721,549
190,031,371
0.087994
2014
18,108,876
183,966,378
0.098436
2
Total
of line 1, column (d)
.....................
2
0.382162
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
0.076432
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
290,127,806
5
Multiply line 4 by line 3
......................
5
22,175,048
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
97,697
7
Add lines 5 and 6
........................
7
22,272,745
8
Enter qualifying distributions from Part XII, line 4
,.............
8
17,188,337
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
195,393
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
195,393
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
195,393
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
196,649
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
196,649
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
1,256
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
1,256
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)
IL
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
Yes
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.ABBOTTFUND.ORG
14
The books are in care of
BEN OOSTERBAAN
Telephone no.
(224) 667-6647
Located at
100 ABBOTT PARK RD D 312 B AP6D2
ABBOTT PARK
IL
ZIP+4
60064
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
Yes
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
TZ
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
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
No
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
HUBERT L ALLEN
DIRECTOR
1.000
0
0
0
100 Abbott Park Rd
D379/AP6D
ABBOTT PARK
,
IL
60064
MILES D WHITE
DIRECTOR
1.000
0
0
0
100 Abbott Park Rd
D379/AP6D
ABBOTT PARK
,
IL
60064
Jenna Daugherty
Vice President
1.000
0
0
0
100 ABBOTT PARK ROAD
D379/AP6D
Abbott Park
,
IL
60064
Jessica Paik
Secretary
1.000
0
0
0
100 Abbott Park Rd
D379/AP6D
Abbott Park
,
IL
60064
Cynthia Guerrero
Treasurer
1.000
0
0
0
100 Abbott Park Rd
D379/AP6D
Abbott Park
,
IL
60064
Melissa D Brotz
President and Director
1.000
0
0
0
100 Abbott Park Rd
D379/AP6D
Abbott Park
,
IL
60064
Benjamin Oosterbaan
Assistant Treasurer
1.000
0
0
0
100 Abbott Park Rd
D379/AP6D
Abbott Park
,
IL
60064
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
...................
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
Discovery Education Inc
Curriculum program partner
565,000
One Discovery Place
Silver Spring
,
MD
209103354
Catalysis LLC
Educational program partner
194,991
2520 SW Hamilton Court
PORTLAND
,
OR
97239
Rockefeller Philanthropy Advisors
Fellowship Administration
180,000
6 West 48th Street 10th Floor
NEW YORK
,
NY
10036
Tides Center
Program partner
150,420
PO Box 29907
San Francisco
,
CA
941290907
Rabin Martin
Stakeholder Engagement Strategy
138,243
104 West 40th Street
3rd floor
New York
,
NY
10018
Total
number of others receiving over $50,000 for professional services
.............
3
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
Charitable activities in Tanzania include expenditures for improving government-owned hospitals, providing assistance to improve livelihoods, and the relocation of the Kurasini National Children's Home.
3,389,934
2
Future Well signature program charitable activities include expenditures for addressing non-communicable diseases in Ireland, Mexico and the United States.
1,213,585
3
Tanzania Operating Expenses are administrative expenses related to the execution of the charitable expenses included above. Examples are: salaries and benefits, travel, rent, telephone and auto expenses.
965,991
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
261,297,667
b
Average of monthly cash balances
.......................
1b
33,248,329
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
294,545,996
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
3
Subtract line 2 from line 1d
.........................
3
294,545,996
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
4,418,190
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
290,127,806
6
Minimum investment return.
Enter 5% of line 5
..................
6
14,506,390
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
14,506,390
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
195,393
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
195,393
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
14,310,997
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
14,310,997
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
14,310,997
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
17,188,337
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
17,188,337
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
17,188,337
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
14,310,997
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
2017
,
2016
,
2015
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
10,382,914
b
From 2015
......
9,202,855
c
From 2016
......
7,703,610
d
From 2017
......
3,750,986
e
From 2018
......
851,905
f
Total
of lines 3a through e
........
31,892,270
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
17,188,337
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
.....
14,310,997
e
Remaining amount distributed out of corpus
2,877,340
5
Excess distributions carryover applied to 2019.
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
34,769,610
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
.............
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)
...
10,382,914
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
24,386,696
10
Analysis of line 9:
a
Excess from 2015
....
9,202,855
b
Excess from 2016
....
7,703,610
c
Excess from 2017
....
3,750,986
d
Excess from 2018
....
851,905
e
Excess from 2019
....
2,877,340
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
Africa Bridge
PO Box 115
Marylhurst
,
OR
97036
NONE
PC
Empowerment Workers in Kambasegela Ward
15,000
American Heart Association
300 S Riverside Plaza STE 1200
Chicago
,
IL
60606
NONE
PC
AHA Strategic Community Partnership
450,000
American Online Giving Foundation Inc
2454 North Mcmullen Booth Road STE
431
Clearwater
,
FL
33759
NONE
PC
Employee Giving Campaign - Matching Grants
1,420,777
American Online Giving Foundation Inc
2454 North Mcmullen Booth Road STE
431
Clearwater
,
FL
33759
NONE
PC
Matching Grant Program
1,674,185
American Red Cross
2200 W Harrison St
Chicago
,
IL
60612
NONE
PC
Hurricane Dorian Disaster Relief
75,000
American Red Cross
2200 W Harrison St
Chicago
,
IL
60612
NONE
PC
CA Wildfires 2019 Disaster Relief
75,000
Americares Foundation Inc
88 Hamilton Avenue
Stamford
,
CT
06902
NONE
PC
Disaster Relief - hurricane Dorian - Bahamas
50,000
Americares Foundation Inc
88 Hamilton Avenue
Stamford
,
CT
06902
NONE
PC
Vietnam Paediatric Nutrition Program
150,000
Asn Foundation For Kidney Research
1401 H St NW STE 900
Washington
,
DC
20005
NONE
PC
AF Matching Grants
6,700
Aspen Institute
2300 N St NW Ste STE 700
Washington
,
DC
20037
NONE
PC
AF Matching Grant
5,000
BernieS Book Bank
917 North Shore Dr
Lake Bluff
,
IL
60044
NONE
PC
Bernie's Book Bank
25,000
Boys & Girls Club of Lake County
1801 Sheridan Rd Suite 202
North Chicago
,
IL
60064
NONE
PC
General Mission Grant
10,000
Brigham And WomenS Hospital Inc
75 Francis Street
Boston
,
MA
02115
NONE
PC
Chronic Bronchial Asthma
30,000
Camp Odayin
3503 High Point Drive North STE 250
Oakdale
,
MN
55128
NONE
PC
General Operating
20,000
Career Resource Center Inc
40 E Old Mill Road STE 105
Lake Forest
,
IL
60045
NONE
PC
Career Resource Center Program
8,000
Chicago Council On Global Affairs
180 N Stetson Ave Suite 1400
Chicago
,
IL
60601
NONE
PC
AF Matching Grant
50,000
Chicago Horticultural Society
1000 Lake Cook Road
Glencoe
,
IL
60022
NONE
PC
Plants for Life 2020: The Keep Growing Campaign
50,000
Chicago Horticultural Society
1000 Lake Cook Road
Glencoe
,
IL
60022
NONE
PC
AF Matching Grant - Smithburg (BOD)
12,500
Chicago Symphony Orchestra
220 S Michigan Ave
Chicago
,
IL
60604
NONE
PC
School Concerts
25,000
Chicago Theatre Group Inc
170 North Dearborn
Chicago
,
IL
60601
NONE
PC
BERNHARDT/HAMLET--Major Production Sponsor
40,000
City of North Chicago
1850 Lewis Ave
North Chicago
,
IL
60064
NONE
GOV
North Chicago Community Days
5,000
City of North Chicago
1850 Lewis Ave
North Chicago
,
IL
60064
NONE
GOV
Learn, Earn, Return Program (Summer Youth Employment Program)
14,000
Civic Consulting Alliance
21 S Clark St Ste 4301
Chicago
,
IL
60603
NONE
PC
AF Matching Grants
1,500
Community Medical Centers Inc
7210 Murray Drive
Stockton
,
CA
95210
NONE
PC
Group Medical Visits
103,646
Cool Ministries
800 West Glen Flora Avenue
Waukegan
,
IL
60085
NONE
PC
COOL Food Pantry
5,000
Cooperative For Assistance And Relief Everywhere
151 Ellis Street Ne
Atlanta
,
GA
30303
NONE
PC
Pilot program - NCDs in emergency settings
350,000
Culver Educational Foundation
1300 Academy Road 148
Culver
,
IN
46511
NONE
PC
AF Matching Grant
50,000
Direct Relief
6100 Wallace Becknell Rd
Santa Barbara
,
CA
93117
NONE
PC
Cyclone Idai Emergency Response
135,000
Direct Relief
6100 Wallace Becknell Rd
Santa Barbara
,
CA
93117
NONE
PC
Hurricane Dorian Response
75,000
Direct Relief
6100 Wallace Becknell Rd
Santa Barbara
,
CA
93117
NONE
PC
California Wildfires Fall 2019
75,000
Don Bosco Igogwe Children'S Home
POBox 300
Tukuyu
,
NONE
TZ
NONE
PC
Nutrition & Medical Support
20,000
Emergency Medicine Association Of Tanzania
PO Box 22484
DarEsSalaam
,
NONE
TZ
NONE
PC
Developing Sustainability in Emergency Medicine and Nursing Academic Programs at the Emergency Medicine Department, Muhimbili National Hospital
275,000
Emory University
PO Box 935084
Atlanta
,
GA
31193
NONE
PC
Emory-Muhimbili Partnership for Health Administration Strengthening and Integration of Services (EMPHASIS) - Year 3
300,000
Emporia State University Foundation
1500 Highland
Emporia
,
KS
66801
NONE
PC
AF Matching Grant
10,000
Erie Family Health Center Inc
1701 West Superior Avenue 3rd Floor
Chicago
,
IL
60622
NONE
PC
The Healthy Start for Lake County Families Project
30,000
Evanston Art Center And Market
1717 Central St
Evanston
,
IL
60201
NONE
PC
AF Matching Grant
2,500
Evanston Community Foundation Inc
1560 Sherman Ave Suite 535
Evanston
,
IL
60201
NONE
PC
AF Matching Grant Program
2,500
Faraja Trust Fund
1673
Morogoro
,
NONE
TZ
NONE
PC
INTERGRATED CARE, COPING, LEGAL AID, HUMAN RIGHTS AND INCOME GENEREATION PROJECT IN MOROGORO, TANZANIA.
15,000
Feeding America
35 E Wacker Drive Suite 2000
Chicago
,
IL
60601
NONE
PC
2019-2020 Abbott Fund Back Pack Grants
200,000
For Inspiration And Recognition Of Science And Technology
200 Bedford St
Manchester
,
NH
03101
NONE
PC
Support for FIRST Teams and Championship for the 2019-2020 Season
200,000
Franklin County Historical Society
333 West Broad Street
Colombus
,
OH
43215
NONE
PC
COSI on Wheels: Incredible Human Machine
50,000
Genesys Works -- Twin Cities
445 Minnesota St Ste 720
Saint Paul
,
MN
55101
NONE
PC
Technology & Skills Training for Underserved Youth
10,000
Goodcity Nfp
2705 S Archer Ave 2nd Floor
Chicago
,
IL
60608
NONE
PC
Jefferson 2019-2020 Greenhouse and Garden Program
30,000
Greater Chicago Food Depository
4100 W Ann Lurie Pl
Chicago
,
IL
60632
NONE
PC
AF Matching Grant Program
2,500
Heart To Heart International Inc
PO Box 15566
Lenexa
,
KS
66285
NONE
PC
Hurricane Dorian Relief
50,000
Heartland Animal Shelter Nfp
2975 Milwaukee Ave
Northbrook
,
IL
60062
NONE
PC
AF Matching Grant
1,000
High Tech Kids
715 Florida Avenue South Suite 102
Golden Valley
,
MN
54426
NONE
PC
Minnesota FIRST LEGO League and FIRST Tech Challenge
15,000
Illinois Executive Mansion Association
410 E Jackson StPost Office Box 544
4
Springfield
,
IL
62705
NONE
PC
Restore the Peoples House
200,000
Indiana University
509 E 3rd Street
Bloomington
,
IN
47401
NONE
PC
Integrating a Non-Communicable Disease Care Program within a Framework of Universal Health Coverage
150,000
Junior Achievement Of Chicago
651 West Washington Street Suite 40
4
Chicago
,
IL
60661
NONE
PC
JA Whole School Program
50,000
Lake County Crisis Center for Prvntn And Treatment Of Domestic Violence
2710 17th St
Zion
,
IL
60099
NONE
PC
Emergency Shelter for Survivors of Domestic Violence
5,000
Lake County Haven
PO Box 127
Libertyville
,
IL
60048
NONE
PC
Transitional Shelter and Housing Program
10,000
Lake Forest Open Lands Association
350 North Waukegan Road
Lake Forest
,
IL
60045
NONE
PC
Center for Conservation Leadership
15,000
Lsu Foundation
3796 Nicholson Dr
Baton Rouge
,
LA
70802
NONE
PC
AF Matching Grant
17,000
Lyric Opera of Chicago
20 N Wacker Drive Suite 860
Chicago
,
IL
60606
NONE
PC
Breaking New Ground Campaign and Opening Night Productions
260,715
Mbeya City Council
PO Box 149
Mbeya
,
NONE
TZ
NONE
GOV
PARALEGAL AID SERVICE TO OVCs AND WIDOW OF MBEYA CITY COUNCIL
15,000
Metropolitan Opera Association Inc
30 Lincoln Center
New York
,
NY
10023
NONE
PC
AF Matching Grant
5,000
Michigan Opera Theatre
1526 Broadway St
Detroit
,
MI
48226
NONE
PC
AF Matching Grant
10,000
Millennium Park Foundation
201 E Randolph
Chicao
,
IL
60601
NONE
PC
Sustaining the Vision for Millennium Park
10,000
Minnesota Public Radio
480 Cedar St
Saint Paul
,
MN
55101
NONE
PC
Minnesota Public Radio Sponsorship
68,580
Mkinga District Council
PO Box 6005
Tanga
,
NONE
TZ
NONE
GOV
PARALEGAL ASSISTANCE TO OVCs AND WIDOWS OF MKINGA DISTRICT COUNCIL
15,000
Mountain Trails Foundation Inc
PO Box 754
Park City
,
UT
84060
NONE
PC
AF Matching Grant
10,000
Muheza District Council
PO Box 20 Muheza
Tanga
,
NONE
TZ
NONE
GOV
Paralegal program
15,000
Museum of African American History
315 E Warren Ave
Detroit
,
MI
48201
NONE
PC
AF Matching Grant
15,000
New York University
105 E 17th St 2nd Fl
New York
,
NY
10003
NONE
PC
AF Matching Grant
2,500
North Chicago Unit School Dist 187
2000 Lewis Avenue
North Chicago
,
IL
60064
NONE
GOV
SOAR Program
14,000
Northern Illinois Food Bank
273 Dearborn Court
Geneva
,
IL
60134
NONE
PC
BackPack Program
60,000
Northwestern Memorial Foundation
251 E Huron
Chicago
,
IL
60611
NONE
PC
AF Matching Grant
25,000
Northwestern University
1201 Davis Street
Evanston
,
IL
60208
NONE
PC
AF Matching Grant
9,500
One Acre Fund
81 Prospect Street
Brooklyn
,
NY
11201
NONE
PC
AF Matching Grant Program
2,500
Pads Lake County Inc
1800 Grand Avenue
Waukegan
,
IL
60085
NONE
PC
Homeless Healthcare Access Program
10,000
Partners In Health
800 Boylston Street Suite 300
boston
,
MA
02199
NONE
PC
Idai Disaster Relief, Neno Malawi
100,000
Port Discovery ChildrenS Museum
35 Market Pl
Baltimore
,
MD
21202
NONE
PC
Playing Today, Leading Tomorrow Capital Campaign
50,000
Prairie State Legal Services Inc
303 North Main Street 600
Rockford
,
IL
61101
NONE
PC
Civil Legal Services in Lake County, Illinois
15,000
Promotores Unidas Para La Educacion Nacional Tecnologias Sostinables
4719 Quail Lakes Dr Ste G 463
Stockton
,
CA
95207
NONE
PC
PUENTES Growth and Incubation Support
157,875
Rockefeller Philanthropy Advisors Inc
6 West 48th Street 10th Floor
New York
,
NY
10036
NONE
PC
Abbott Fund Cardiovascular Fellowship Program
1,800,000
Roseville Area Independent School District No 623 Foundation
1910 West County Road B
Roseville
,
MN
55113
NONE
PC
Promoting STEM for Students
12,000
Saints Peter And Paul High School
900 High Street
Easton
,
MD
21601
NONE
PC
AF Matching Grant
25,000
Starbase Minnesota Inc
659 Mustang Ave
Saint Paul
,
MN
55111
NONE
PC
STARBASE Programs that Educate and Inspire Youth in STEM and Prepare our Future Workforce
5,000
Summit Ministries Inc
PO Box 207 Monitou Spgs
Monitou Springs
,
CO
80829
NONE
PC
AF Matching Grant
25,000
Tanzania Life Project
PO Box 1282
Dodoma
,
NONE
TZ
NONE
PC
HIV/AIDS&Home based care program
15,000
Tennessee Williams Theatre
5901 College Road
Key West
,
FL
33040
NONE
PC
AF Matching Grant
15,000
The Catholic Council For The Spanish Speaking Of The Diocese Of Stockto
445 N San Joaquin St
Stockton
,
CA
95202
NONE
PC
Healthy Families
99,951
The Catholic Council For The Spanish Speaking Of The Diocese Of Stockto
445 N San Joaquin St
Stockton
,
CA
95202
NONE
PC
El Concilio-Abbott Fund Medical Transportation Services
140,000
The Global Foodbanking Network
70 East Lake Street Suite 1200
Chicago
,
IL
60601
NONE
PC
BackPack Program for Children in Mexico City
100,000
The Joffrey Ballet
10 E Randolph St
Chicago
,
IL
60601
NONE
PC
2019-2020 Season Sponsorship
250,000
The University of Arizona Foundation For The Benefit Of Arizona Project Wet
1111 N Cherry Ave
Tucson
,
AZ
85721
NONE
PC
Pinal County Water Education Programs
50,000
The WomenS Bakery Inc
1031 33rd St Ste 243
Denver
,
CO
80205
NONE
PC
One Bread Project
70,000
Trustees of Columbia University In The City Of New York
615 W 131 St MC8741
New York
,
NY
10027
NONE
PC
AF Matching Grant
10,000
Trustees of Princeton University
PO Box 5357
Princeton
,
NJ
08543
NONE
PC
AF Matching Grant
2,500
Trustees of Tufts College
169 Holland Street
Sommerville
,
MA
02144
NONE
PC
General Operating Support for the Chemistry Department at Tufts University
10,000
University of Iowa Foundation
One West Park Road
Iowa City
,
IA
52246
NONE
PC
AF Matching Grant
25,000
University of Mn Foundation
600 15th Ave Se Suite 210
Minneapolis
,
MN
55455
NONE
PC
MAGIC
80,000
University of The Pacific
3601 Pacific Ave
stockton
,
CA
95211
NONE
PC
Diabetes Educational Pathways in Stockton
1,026,200
Wings Program Inc
PO Box 95615
Palatine
,
IL
60095
NONE
PC
AF Matching Grant
25,000
Yale University Development Office
157 Church Street
New Haven
,
CT
06510
NONE
PC
AF Matching Grant
6,300
Youth & Family Counseling
1113 S Milwaukee Avenue Suite 104
Libertyville
,
IL
60048
NONE
PC
Counseling Program
5,000
Zacharias Sexual Abuse Center
4275 Grand Avenue
Gurnee
,
IL
60031
NONE
PC
Sexual Abuse Programs
5,000
Total
.................................
3a
11,339,429
b
Approved for future payment
Lyric Opera
20 N Wacker Drive Suite 860
CHICAGO
,
IL
606062806
NONE
PC
Breaking New Ground Campaign and Opening Night Productions
521,725
Illinois Executive Mansion Association
PO Box 5444
SPRINGFIELD
,
IL
62705
NONE
PC
Restore the People's House
400,000
Port Discovery Childrens Museum
35 Market Place
BALTIMORE
,
MD
21202
NONE
PC
Playing Today, Leading Tomorrow Capital Campaign
150,000
CARE
151 Ellis Street NE
ATLANTA
,
GA
30303
NONE
PC
NCDs in emergecy settings
700,000
American Online Giving Foundation
200 Main Street
SAFETY HARBOR
,
FL
34695
NONE
PC
Matching Grants
828,095
TANFLEA
PO BOX 71286
Dar Es Salaam
TZ
NONE
PC
Tanzania Fund Grant
75,000
Total
.................................
3b
2,674,820
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
688,793
4
Dividends and interest from securities
....
14
9,081,404
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
............
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
Tanzania - Program
3
209
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
9,770,406
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
9,770,406
(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:
19010655
Software Version:
2019v5.0
Form 990PF - Special Condition Description:
Special Condition Description