-
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
JOHN J MANNING CHARITABLE TR
Number and street (or P.O. box number if mail is not delivered to street address)
114 W 47TH ST NY8-114-07-07
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK
,
NY
100361510
A Employer identification number
46-6802061
B
Telephone number (see instructions)
(212) 852-3049
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)
$
775,314
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
18,537
18,537
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
28,598
b
Gross sales price for all assets on line 6a
200,289
7
Capital gain net income (from Part IV, line 2)
...
28,598
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)
.......
88
12
Total.
Add lines 1 through 11
........
47,223
47,135
13
Compensation of officers, directors, trustees, etc.
11,865
4,746
7,119
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)
....
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
612
208
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)
.......
214
114
100
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
12,691
5,068
0
7,219
25
Contributions, gifts, grants paid
.......
26,823
26,823
26
Total expenses and disbursements.
Add lines 24 and 25
39,514
5,068
0
34,042
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
7,709
b
Net investment income
(if negative, enter -0-)
42,067
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
.............
-449
-304
-304
2
Savings and temporary cash investments
.........
29,956
35,785
35,785
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)
.......
329,097
324,338
450,080
c
Investments—corporate bonds (attach schedule)
.......
151,107
152,897
158,997
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
126,165
130,569
130,756
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)
635,876
643,285
775,314
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
........
635,876
643,285
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)
.....
635,876
643,285
30
Total liabilities and net assets/fund balances
(see instructions)
.
635,876
643,285
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
635,876
2
Enter amount from Part I, line 27a
.....................
2
7,709
3
Other increases not included in line 2 (itemize)
3
66
4
Add lines 1, 2, and 3
..........................
4
643,651
5
Decreases not included in line 2 (itemize)
5
366
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
643,285
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
.59 DELL TECHNOLOGIES INC
2018-01-26
2019-01-04
b
6. FIRSTENERGY CORP
2016-12-13
2019-01-08
c
9. FIRSTENERGY CORP
2016-12-14
2019-01-08
d
17. HARTFORD FINL SVCS GROUP INC COM
2017-06-27
2019-01-08
e
31. FIRSTENERGY CORP
2016-12-14
2019-01-09
5. FIRSTENERGY CORP
2017-06-15
2019-01-09
5. FIRSTENERGY CORP
2017-06-14
2019-01-09
5. FIRSTENERGY CORP
2016-12-15
2019-01-09
5. HARTFORD FINL SVCS GROUP INC COM
2017-06-27
2019-01-09
8. HARTFORD FINL SVCS GROUP INC COM
2017-11-29
2019-01-09
3. HARTFORD FINL SVCS GROUP INC COM
2017-11-28
2019-01-09
4. FIRSTENERGY CORP
2017-06-15
2019-01-10
15. FIRSTENERGY CORP
2017-06-16
2019-01-10
16. FIRSTENERGY CORP
2017-06-15
2019-01-10
9. HARTFORD FINL SVCS GROUP INC COM
2017-11-30
2019-01-10
2. HARTFORD FINL SVCS GROUP INC COM
2017-12-15
2019-01-10
12. FIRSTENERGY CORP
2017-06-19
2019-01-11
11. FIRSTENERGY CORP
2017-06-16
2019-01-11
10. HARTFORD FINL SVCS GROUP INC COM
2017-12-15
2019-01-11
10. HARTFORD FINL SVCS GROUP INC COM
2017-12-18
2019-01-11
77.49 FHLMC G0 8737 03%2046
2019-01-15
2019-01-15
10.94 FHLMC G0 8741 03%2047
2019-01-15
2019-01-15
11. MICROSOFT CORP COM
2015-01-26
2019-01-17
2. NORFOLK SOUTHERN CORP
2016-03-21
2019-01-17
6. NORFOLK SOUTHERN CORP
2016-03-18
2019-01-17
31. PFIZER INC
2016-04-13
2019-01-17
11. WAL MART STORES INC
2016-12-13
2019-01-17
4.28 FNMA PAW4796 04%2044
2019-01-25
2019-01-25
7.3 FNMA PMA2995 04%2047
2019-01-25
2019-01-25
19. CVS HEALTH CORP
2018-11-30
2019-01-30
1. CVS HEALTH CORP
2015-09-30
2019-01-30
13. FIRSTENERGY CORP
2017-06-19
2019-01-30
4. FIRSTENERGY CORP
2017-06-30
2019-01-30
1000. GOLDMAN SACHS GROUP INC
2018-06-13
2019-01-30
10000. GOLDMAN SACHS GROUP INC
2015-02-18
2019-01-30
8. FIRSTENERGY CORP
2017-07-03
2019-01-31
2. FIRSTENERGY CORP
2017-07-06
2019-01-31
14. SUNCOR ENERGY INC
2015-01-12
2019-02-07
17. SUNCOR ENERGY INC
2015-01-12
2019-02-08
19. GILEAD SCIENCES INC
2016-01-06
2019-02-13
24. SUNCOR ENERGY INC
2015-01-12
2019-02-13
10. SUNCOR ENERGY INC
2015-01-12
2019-02-14
89.38 FHLMC G0 8737 03%2046
2019-02-15
2019-02-15
10.18 FHLMC G0 8741 03%2047
2019-02-15
2019-02-15
11. SUNCOR ENERGY INC
2015-01-12
2019-02-20
20. SUNCOR ENERGY INC
2015-01-12
2019-02-21
4.28 FNMA PAW4796 04%2044
2019-02-25
2019-02-25
6.03 FNMA PMA2995 04%2047
2019-02-25
2019-02-25
6. NORFOLK SOUTHERN CORP
2016-03-21
2019-02-27
17. FIRSTENERGY CORP
2017-07-06
2019-02-28
1. FIRSTENERGY CORP
2017-07-06
2019-03-01
9. FIRSTENERGY CORP
2018-01-25
2019-03-01
23. FIRSTENERGY CORP
2018-01-25
2019-03-05
6. NORFOLK SOUTHERN CORP
2016-03-21
2019-03-05
1. JM SMUCKER CO/THE
2018-03-06
2019-03-05
5. JM SMUCKER CO/THE
2018-03-06
2019-03-05
2. JM SMUCKER CO/THE
2018-03-07
2019-03-06
2. JM SMUCKER CO/THE
2018-03-06
2019-03-06
25. URBAN OUTFITTERS INC
2017-03-30
2019-03-06
10. URBAN OUTFITTERS INC
2017-07-27
2019-03-07
12. URBAN OUTFITTERS INC
2017-03-31
2019-03-07
14. URBAN OUTFITTERS INC
2017-07-27
2019-03-08
8. URBAN OUTFITTERS INC
2017-07-31
2019-03-08
21. URBAN OUTFITTERS INC
2017-07-31
2019-03-11
6. URBAN OUTFITTERS INC
2017-07-31
2019-03-12
6. NORFOLK SOUTHERN CORP
2016-03-21
2019-03-13
75.71 FHLMC G0 8737 03%2046
2019-03-15
2019-03-15
11.16 FHLMC G0 8741 03%2047
2019-03-15
2019-03-15
6. FORTIVE CORP
2017-07-13
2019-03-19
5. FORTIVE CORP
2017-07-14
2019-03-19
5. NORFOLK SOUTHERN CORP
2016-03-21
2019-03-19
14. PFIZER INC
2017-02-07
2019-03-19
12. PFIZER INC
2016-04-13
2019-03-19
1. FORTIVE CORP
2017-07-17
2019-03-20
3. FORTIVE CORP
2017-07-14
2019-03-20
2. LENNAR CORP
2015-09-09
2019-03-22
4. LENNAR CORP
2015-09-23
2019-03-22
13. LENNAR CORP
2015-09-10
2019-03-22
10. LENNAR CORP
2015-09-22
2019-03-22
4.24 FNMA PAW4796 04%2044
2019-03-25
2019-03-25
6.52 FNMA PMA2995 04%2047
2019-03-25
2019-03-25
10. DELL TECHNOLOGIES INC
2017-01-09
2019-03-26
5. DELL TECHNOLOGIES INC
2017-01-10
2019-03-26
1. DELL TECHNOLOGIES INC
2017-01-25
2019-03-26
4. DELL TECHNOLOGIES INC
2017-01-26
2019-03-27
2. DELL TECHNOLOGIES INC
2017-01-25
2019-03-27
3. DELL TECHNOLOGIES INC
2017-06-23
2019-03-27
4. DELL TECHNOLOGIES INC
2017-06-22
2019-03-27
3. DELL TECHNOLOGIES INC
2017-01-27
2019-03-27
6. DELL TECHNOLOGIES INC
2017-06-23
2019-03-28
10. DELL TECHNOLOGIES INC
2018-01-26
2019-03-28
12. APPLE INC
2015-01-12
2019-03-29
.67 DOW INC
2019-01-17
2019-04-05
12. LOWES COMPANIES INC COM
2015-01-12
2019-04-05
27. CISCO SYSTEMS INC
2015-01-12
2019-04-08
6. BAXTER INTERNATIONAL INC
2017-04-12
2019-04-12
10. BAXTER INTERNATIONAL INC
2017-04-13
2019-04-12
5. CDW CORP/DE
2016-01-29
2019-04-12
2. CDW CORP/DE
2016-02-01
2019-04-15
3. CDW CORP/DE
2016-01-29
2019-04-15
105.74 FHLMC G0 8737 03%2046
2019-04-15
2019-04-15
14.14 FHLMC G0 8741 03%2047
2019-04-15
2019-04-15
6. CDW CORP/DE
2016-02-01
2019-04-16
4.29 FNMA PAW4796 04%2044
2019-04-25
2019-04-25
11.56 FNMA PMA2995 04%2047
2019-04-25
2019-04-25
10. LOWES COMPANIES INC COM
2015-01-12
2019-04-25
.4 ALCON SA ACT NOM
2019-01-09
2019-04-26
1. APPLE INC
2015-01-12
2019-04-30
5. APPLE INC
2015-01-12
2019-04-30
27. CENTENE CORP
2016-05-19
2019-04-30
6. GILEAD SCIENCES INC
2016-01-06
2019-04-30
11. GILEAD SCIENCES INC
2016-04-13
2019-04-30
24. CENTENE CORP
2016-05-19
2019-05-02
9. GILEAD SCIENCES INC
2016-04-13
2019-05-13
8. GILEAD SCIENCES INC
2017-01-25
2019-05-13
15. CARNIVAL CORP
2015-03-02
2019-05-15
4. CARNIVAL CORP
2015-04-08
2019-05-15
117.82 FHLMC G0 8737 03%2046
2019-05-15
2019-05-15
14.91 FHLMC G0 8741 03%2047
2019-05-15
2019-05-15
104. FREEPORT-MCMORAN INC
2018-05-02
2019-05-15
6000. U.S. TREASURY NOTE
2018-08-07
2019-05-15
10. GILEAD SCIENCES INC
2017-05-31
2019-05-16
6. GILEAD SCIENCES INC
2017-01-25
2019-05-16
10. GILEAD SCIENCES INC
2017-05-31
2019-05-17
6. BAXTER INTERNATIONAL INC
2017-04-13
2019-05-20
9. BAXTER INTERNATIONAL INC
2017-04-17
2019-05-20
4.29 FNMA PAW4796 04%2044
2019-05-28
2019-05-28
14.38 FNMA PMA2995 04%2047
2019-05-28
2019-05-28
67. FREEPORT-MCMORAN INC
2018-05-11
2019-05-30
38. FREEPORT-MCMORAN INC
2018-05-02
2019-05-30
1. DUPONT DE NEMOURS INC
2015-01-12
2019-06-14
15. DUPONT DE NEMOURS INC
2015-01-12
2019-06-14
86. FREEPORT-MCMORAN INC
2018-09-14
2019-06-14
65. FREEPORT-MCMORAN INC
2018-08-03
2019-06-14
21. LENNAR CORP
2015-09-23
2019-06-14
9. MOLSON COORS BREWING CO
2019-01-30
2019-06-14
9. MOLSON COORS BREWING CO
2019-02-01
2019-06-14
136.76 FHLMC G0 8737 03%2046
2019-06-17
2019-06-17
18.42 FHLMC G0 8741 03%2047
2019-06-17
2019-06-17
5. LENNAR CORP
2015-09-23
2019-06-18
8. LENNAR CORP
2015-10-20
2019-06-18
7. AES CORP/VA
2018-09-19
2019-06-19
3. ALLY FINANCIAL INC
2018-02-08
2019-06-19
3. ALTRIA GROUP INC
2015-07-08
2019-06-19
2. APPLE INC
2015-09-09
2019-06-19
3. BP P L C SPONS ADR
2015-01-12
2019-06-19
1. CDW CORP/DE
2016-02-01
2019-06-19
2. CARNIVAL CORP
2015-04-08
2019-06-19
1. CHEVRONTEXACO CORP
2016-03-18
2019-06-19
4. CISCO SYSTEMS INC
2015-01-12
2019-06-19
3. COGNIZANT TECHNOLOGY SOLUTIONS CORP
2015-04-09
2019-06-19
7. COMCAST CORP
2015-01-12
2019-06-19
4. DR HORTON INC
2016-03-21
2019-06-19
3. DELTA AIR LINES INC
2016-02-22
2019-06-19
4. DISH NETWORK CORPATION
2018-08-20
2019-06-19
1. DOLLAR GENERAL CORP
2018-11-23
2019-06-19
2. DOLLAR TREE INC
2019-03-06
2019-06-19
2. E*TRADE FINANCIAL CORP
2017-10-03
2019-06-19
2. EMERSON ELECTRIC CO
2018-10-05
2019-06-19
1. HUBBELL INC
2019-02-14
2019-06-19
1. HUMANA INC
2015-09-09
2019-06-19
3. J P MORGAN CHASE & CO
2015-01-12
2019-06-19
3. KAR AUCTION SERVICES INC
2018-04-02
2019-06-19
1. LABORATORY CORP AMER HLDGS
2017-01-11
2019-06-19
12. LENNAR CORP
2015-10-20
2019-06-19
1. LOWES COMPANIES INC COM
2015-01-12
2019-06-19
7. MARATHON OIL CORP
2018-06-11
2019-06-19
3. MICROSOFT CORP COM
2015-01-26
2019-06-19
1. NORFOLK SOUTHERN CORP
2016-03-21
2019-06-19
1. NOVARTIS AG SPNSRD ADR
2018-11-16
2019-06-19
1. NOVO NORDISK A/S ADR
2017-09-27
2019-06-19
1. NOVO NORDISK A/S ADR
2017-09-26
2019-06-19
1. O'REILLY AUTOMOTIVE INC
2018-07-09
2019-06-19
1. PACKAGING CORP OF AMERICA
2017-02-07
2019-06-19
5. PFIZER INC
2017-02-07
2019-06-19
8. REGIONS FINANCIAL CORP
2017-01-10
2019-06-19
1. JM SMUCKER CO/THE
2018-03-07
2019-06-19
3. SUNTRUST BANKS INC
2015-01-12
2019-06-19
4. TAIWAN SEMICONDUCTOR ADR
2018-09-07
2019-06-19
4. US BANCORP DEL
2015-01-12
2019-06-19
1. UNITEDHEALTH GROUP INC
2015-01-12
2019-06-19
3. VERIZON COMMUNICATIONS INC
2019-03-29
2019-06-19
2. WAL MART STORES INC
2016-12-13
2019-06-19
7. DUPONT DE NEMOURS INC
2015-01-12
2019-06-21
1. DUPONT DE NEMOURS INC
2019-05-15
2019-06-21
1. DUPONT DE NEMOURS INC
2016-06-09
2019-06-21
6. DUPONT DE NEMOURS INC
2017-01-12
2019-06-21
73.28 FNMA PAW4796 04%2044
2019-06-25
2019-06-25
12.18 FNMA PMA2995 04%2047
2019-06-25
2019-06-25
26. CARNIVAL CORP
2015-04-08
2019-06-26
1000. U.S. TREASURY BOND
2018-06-13
2019-06-26
4000. U.S. TREASURY BOND
2018-01-23
2019-06-26
3000. U.S. TREASURY BOND
2015-02-18
2019-06-26
4000. U.S. TREASURY BOND
2018-04-20
2019-06-26
1000. U.S. TREASURY BOND
2018-06-13
2019-06-26
12. CARNIVAL CORP
2015-08-05
2019-06-28
12. CARNIVAL CORP
2015-04-08
2019-06-28
6. APPLE INC
2015-09-09
2019-07-01
1. CARNIVAL CORP
2018-09-06
2019-07-02
17. CARNIVAL CORP
2018-08-10
2019-07-02
6. CARNIVAL CORP
2015-08-05
2019-07-02
7. SUNCOR ENERGY INC
2015-01-12
2019-07-02
4. SUNCOR ENERGY INC
2015-09-30
2019-07-02
6. SUNCOR ENERGY INC
2017-04-24
2019-07-02
4. SUNCOR ENERGY INC
2017-04-25
2019-07-02
20. SUNCOR ENERGY INC
2017-04-25
2019-07-03
18. SUNCOR ENERGY INC
2017-04-26
2019-07-05
2. SUNCOR ENERGY INC
2017-04-25
2019-07-05
15. SUNCOR ENERGY INC
2017-04-26
2019-07-08
23. CENTENE CORP
2016-05-19
2019-07-09
16. SUNCOR ENERGY INC
2018-02-05
2019-07-09
3. ALCON SA ACT NOM
2018-11-19
2019-07-09
2. ALCON SA ACT NOM
2018-11-16
2019-07-09
1. ALCON SA ACT NOM
2018-11-21
2019-07-09
18. SUNCOR ENERGY INC
2018-02-06
2019-07-10
1. SUNCOR ENERGY INC
2018-03-05
2019-07-10
2. ALCON SA ACT NOM
2018-11-26
2019-07-10
3. ALCON SA ACT NOM
2018-11-30
2019-07-10
1. ALCON SA ACT NOM
2018-11-23
2019-07-10
1. ALCON SA ACT NOM
2019-01-09
2019-07-11
1. ALCON SA ACT NOM
2019-01-08
2019-07-11
5. ALCON SA ACT NOM
2019-04-15
2019-07-11
140.03 FHLMC G0 8737 03%2046
2019-07-15
2019-07-15
18.3 FHLMC G0 8741 03%2047
2019-07-15
2019-07-15
18. CARNIVAL CORP
2018-09-06
2019-07-16
5. CARNIVAL CORP
2019-01-08
2019-07-16
15. SUNCOR ENERGY INC
2018-03-05
2019-07-16
9. SUNCOR ENERGY INC
2018-03-05
2019-07-17
2. SUNCOR ENERGY INC
2019-01-02
2019-07-17
8. SUNCOR ENERGY INC
2018-03-06
2019-07-17
14. DOW INC
2015-01-12
2019-07-22
5. CARNIVAL CORP
2019-01-09
2019-07-23
9. CARNIVAL CORP
2019-01-08
2019-07-23
21. CENTENE CORP
2016-05-19
2019-07-23
9. DOW INC
2015-01-12
2019-07-23
15. CARNIVAL CORP
2019-01-10
2019-07-24
2. CARNIVAL CORP
2019-01-11
2019-07-24
1. CARNIVAL CORP
2019-01-09
2019-07-24
15. CENTENE CORP
2016-05-19
2019-07-25
78.42 FNMA PAW4796 04%2044
2019-07-25
2019-07-25
13.53 FNMA PMA2995 04%2047
2019-07-25
2019-07-25
16. SUNCOR ENERGY INC
2019-01-02
2019-07-26
15. SUNCOR ENERGY INC
2019-01-02
2019-07-29
1. DOW INC
2016-06-09
2019-07-30
14. DOW INC
2017-01-12
2019-07-30
6. ALCON SA ACT NOM
2019-04-15
2019-07-30
5. DOW INC
2019-01-17
2019-07-31
5. DOW INC
2017-01-12
2019-07-31
10. ALCON SA ACT NOM
2019-04-15
2019-07-31
11. EMERSON ELECTRIC CO
2018-10-05
2019-08-02
2. EMERSON ELECTRIC CO
2018-10-08
2019-08-02
1. EMERSON ELECTRIC CO
2018-10-17
2019-08-05
6. EMERSON ELECTRIC CO
2018-10-08
2019-08-05
8. EMERSON ELECTRIC CO
2018-10-16
2019-08-05
8. EMERSON ELECTRIC CO
2018-10-08
2019-08-05
7. IAA INC REG SHS WHEN
2018-04-03
2019-08-12
4. IAA INC REG SHS WHEN
2018-04-02
2019-08-12
6. IAA INC REG SHS WHEN
2018-04-05
2019-08-13
8. IAA INC REG SHS WHEN
2018-04-04
2019-08-13
13. EMERSON ELECTRIC CO
2018-10-17
2019-08-15
6. EMERSON ELECTRIC CO
2018-10-31
2019-08-15
155.63 FHLMC G0 8737 03%2046
2019-08-15
2019-08-15
20.25 FHLMC G0 8741 03%2047
2019-08-15
2019-08-15
6. IAA INC REG SHS WHEN
2018-04-06
2019-08-15
3. IAA INC REG SHS WHEN
2018-04-05
2019-08-15
19. SUNTRUST BANKS INC
2015-01-12
2019-08-15
9. EMERSON ELECTRIC CO
2018-10-31
2019-08-16
9. EMERSON ELECTRIC CO
2018-11-01
2019-08-16
2. IAA INC REG SHS WHEN
2018-04-06
2019-08-16
1. IAA INC REG SHS WHEN
2018-05-10
2019-08-16
3. IAA INC REG SHS WHEN
2018-05-10
2019-08-16
7. EMERSON ELECTRIC CO
2018-11-02
2019-08-19
7. IAA INC REG SHS WHEN
2018-05-11
2019-08-19
1. IAA INC REG SHS WHEN
2018-05-10
2019-08-19
2. IAA INC REG SHS WHEN
2018-05-14
2019-08-19
5000. CVS HEALTH CORP
2018-03-16
2019-08-23
4.1 FNMA PAW4796 04%2044
2019-08-26
2019-08-26
18.47 FNMA PMA2995 04%2047
2019-08-26
2019-08-26
9. DOLLAR GENERAL CORP
2018-11-23
2019-09-03
7. NOVO NORDISK A/S ADR
2017-09-27
2019-09-05
16. TAIWAN SEMICONDUCTOR ADR
2018-09-07
2019-09-05
7. NOVO NORDISK A/S ADR
2017-09-28
2019-09-06
2. NOVO NORDISK A/S ADR
2017-09-27
2019-09-06
9. TAIWAN SEMICONDUCTOR ADR
2018-09-07
2019-09-06
4. IAA INC REG SHS WHEN
2018-05-14
2019-09-09
6. NOVO NORDISK A/S ADR
2017-09-29
2019-09-09
1. NOVO NORDISK A/S ADR
2017-09-28
2019-09-09
3. IAA INC REG SHS WHEN
2018-05-16
2019-09-10
4. IAA INC REG SHS WHEN
2018-05-14
2019-09-10
9. NOVARTIS AG SPNSRD ADR
2018-11-16
2019-09-10
5. IAA INC REG SHS WHEN
2018-05-17
2019-09-11
2. NOVARTIS AG SPNSRD ADR
2018-11-16
2019-09-11
3. NOVARTIS AG SPNSRD ADR
2018-11-19
2019-09-11
5. IAA INC REG SHS WHEN
2018-05-18
2019-09-12
1. IAA INC REG SHS WHEN
2018-05-17
2019-09-12
159.17 FHLMC G0 8737 03%2046
2019-09-16
2019-09-16
19.64 FHLMC G0 8741 03%2047
2019-09-16
2019-09-16
9. NOVO NORDISK A/S ADR
2017-09-29
2019-09-17
2. NOVO NORDISK A/S ADR
2017-10-09
2019-09-17
4. NOVO NORDISK A/S ADR
2017-10-10
2019-09-17
1. CDW CORP/DE
2016-02-02
2019-09-18
16. CDW CORP/DE
2016-02-01
2019-09-18
11. CDW CORP/DE
2016-02-02
2019-09-18
6. NOVO NORDISK A/S ADR
2017-10-12
2019-09-18
2. NOVO NORDISK A/S ADR
2017-10-10
2019-09-18
1000. CVS HEALTH CORP
2018-06-13
2019-09-25
6000. CVS HEALTH CORP
2018-03-16
2019-09-25
26.9 FNMA PAW4796 04%2044
2019-09-25
2019-09-25
18.16 FNMA PMA2995 04%2047
2019-09-25
2019-09-25
1. IAA INC REG SHS WHEN
2018-06-19
2019-10-11
3. IAA INC REG SHS WHEN
2018-05-18
2019-10-11
29. COMCAST CORP
2015-01-12
2019-10-14
6. IAA INC REG SHS WHEN
2018-06-20
2019-10-14
3. IAA INC REG SHS WHEN
2018-06-19
2019-10-14
6. SONY CORP ADR AMERN SH NEW
2019-06-14
2019-10-14
164.96 FHLMC G0 8737 03%2046
2019-10-15
2019-10-15
21.55 FHLMC G0 8741 03%2047
2019-10-15
2019-10-15
4. IAA INC REG SHS WHEN
2018-06-21
2019-10-15
7. IAA INC REG SHS WHEN
2019-01-17
2019-10-15
2. IAA INC REG SHS WHEN
2018-06-20
2019-10-15
14. SONY CORP ADR AMERN SH NEW
2019-06-14
2019-10-15
4. IAA INC REG SHS WHEN
2019-01-22
2019-10-21
6. IAA INC REG SHS WHEN
2019-01-22
2019-10-21
5. IAA INC REG SHS WHEN
2019-01-18
2019-10-21
4. BIOGEN IDEC INC
2016-08-24
2019-10-22
1. BIOGEN IDEC INC
2016-10-18
2019-10-22
6. IAA INC REG SHS WHEN
2019-03-01
2019-10-24
50.25 FNMA PAW4796 04%2044
2019-10-25
2019-10-25
25.43 FNMA PMA2995 04%2047
2019-10-25
2019-10-25
4. IAA INC REG SHS WHEN
2019-03-01
2019-10-25
2. IAA INC REG SHS WHEN
2019-03-04
2019-10-25
12. IAA INC REG SHS WHEN
2019-03-04
2019-10-28
6. APPLE INC
2015-09-09
2019-10-29
7. DISH NETWORK CORPATION
2018-08-20
2019-11-08
15. DISH NETWORK CORPATION
2018-08-22
2019-11-08
16. DISH NETWORK CORPATION
2018-08-21
2019-11-08
23. SONY CORP ADR AMERN SH NEW
2019-06-14
2019-11-11
6. SONY CORP ADR AMERN SH NEW
2019-06-18
2019-11-11
4. SONY CORP ADR AMERN SH NEW
2019-06-19
2019-11-11
2. JM SMUCKER CO/THE
2018-03-07
2019-11-12
4. JM SMUCKER CO/THE
2018-03-08
2019-11-12
2. SONY CORP ADR AMERN SH NEW
2019-06-20
2019-11-12
4. SONY CORP ADR AMERN SH NEW
2019-06-19
2019-11-12
4. JM SMUCKER CO/THE
2018-03-14
2019-11-13
4. JM SMUCKER CO/THE
2018-03-13
2019-11-13
1. JM SMUCKER CO/THE
2018-03-14
2019-11-13
165.51 FHLMC G0 8737 03%2046
2019-11-15
2019-11-15
21.66 FHLMC G0 8741 03%2047
2019-11-15
2019-11-15
2. JM SMUCKER CO/THE
2018-03-26
2019-11-20
5. JM SMUCKER CO/THE
2018-03-23
2019-11-20
1. JM SMUCKER CO/THE
2018-05-16
2019-11-21
3. JM SMUCKER CO/THE
2018-03-26
2019-11-21
5. JM SMUCKER CO/THE
2018-05-17
2019-11-21
4.06 FNMA PAW4796 04%2044
2019-11-25
2019-11-25
24.96 FNMA PMA2995 04%2047
2019-11-25
2019-11-25
8. DISH NETWORK CORP RIGHTS
2019-11-22
2019-12-02
. DISH NETWORK CORP RIGHTS
2019-12-03
2019-12-03
4. DOLLAR GENERAL CORP
2018-11-26
2019-12-04
3. DOLLAR GENERAL CORP
2018-11-23
2019-12-04
11. BAXTER INTERNATIONAL INC
2017-04-18
2019-12-12
12. BAXTER INTERNATIONAL INC
2017-04-17
2019-12-12
7. BAXTER INTERNATIONAL INC
2017-05-04
2019-12-12
2. PACKAGING CORP OF AMERICA
2017-02-07
2019-12-13
11. PACKAGING CORP OF AMERICA
2017-02-08
2019-12-13
3. PACKAGING CORP OF AMERICA
2017-03-08
2019-12-13
5. APPLE INC
2015-09-09
2019-12-16
146.23 FHLMC G0 8737 03%2046
2019-12-16
2019-12-16
18.28 FHLMC G0 8741 03%2047
2019-12-16
2019-12-16
.91 TRUIST FINL CORP
2015-01-12
2019-12-17
18. AES CORP/VA
2018-09-19
2019-12-18
9. ALLY FINANCIAL INC
2018-02-08
2019-12-18
1. ALPHABET INC SHS CL C
2015-01-12
2019-12-18
1. ALPHABET INC SHS CL A
2015-01-12
2019-12-18
8. ALTRIA GROUP INC
2015-07-08
2019-12-18
2. APPLE INC
2016-04-20
2019-12-18
1. APPLE INC
2015-09-30
2019-12-18
1. APPLE INC
2015-09-09
2019-12-18
8. BP P L C SPONS ADR
2015-01-12
2019-12-18
10. BAXTER INTERNATIONAL INC
2017-10-11
2019-12-18
8. BAXTER INTERNATIONAL INC
2017-10-10
2019-12-18
13. BAXTER INTERNATIONAL INC
2017-05-04
2019-12-18
1. BIOGEN IDEC INC
2016-10-18
2019-12-18
2. CDW CORP/DE
2016-02-02
2019-12-18
3. CHEVRONTEXACO CORP
2016-03-18
2019-12-18
11. CISCO SYSTEMS INC
2015-01-12
2019-12-18
3. CITIGROUP INC
2015-01-12
2019-12-18
6. COGNIZANT TECHNOLOGY SOLUTIONS CORP
2015-04-09
2019-12-18
13. COMCAST CORP
2015-01-12
2019-12-18
5. CONOCOPHILLIPS
2019-07-02
2019-12-18
11. DOWDUPONT INC
2015-01-12
2019-12-18
1. DOWDUPONT INC
2015-01-12
2019-12-18
9. DR HORTON INC
2016-03-21
2019-12-18
6. DELTA AIR LINES INC
2016-02-22
2019-12-18
2. DOLLAR GENERAL CORP
2018-11-26
2019-12-18
4. DOLLAR TREE INC
2019-03-06
2019-12-18
2. E*TRADE FINANCIAL CORP
2017-10-03
2019-12-18
4. E*TRADE FINANCIAL CORP
2017-10-04
2019-12-18
5. FORTIVE CORP
2017-07-17
2019-12-18
7. FOX CORP
2019-11-12
2019-12-18
2. HUBBELL INC
2019-02-14
2019-12-18
2. HUMANA INC
2015-09-09
2019-12-18
6. J P MORGAN CHASE & CO
2015-01-12
2019-12-18
1. KAR AUCTION SERVICES INC
2018-04-04
2019-12-18
7. KAR AUCTION SERVICES INC
2018-04-03
2019-12-18
4. KAR AUCTION SERVICES INC
2018-04-02
2019-12-18
3. LABORATORY CORP AMER HLDGS
2017-01-11
2019-12-18
4. LOWES COMPANIES INC COM
2015-01-12
2019-12-18
9. MICROSOFT CORP COM
2015-01-26
2019-12-18
1. NOVO NORDISK A/S ADR
2017-10-13
2019-12-18
4. NOVO NORDISK A/S ADR
2017-10-13
2019-12-18
1. O'REILLY AUTOMOTIVE INC
2018-07-09
2019-12-18
12. PFIZER INC
2017-02-07
2019-12-18
16. REGIONS FINANCIAL CORP
2017-01-10
2019-12-18
7. TAIWAN SEMICONDUCTOR ADR
2018-09-07
2019-12-18
6. US BANCORP DEL
2015-01-12
2019-12-18
4. UNILEVER NV
2019-08-15
2019-12-18
2. UNITEDHEALTH GROUP INC
2015-01-12
2019-12-18
9. VERIZON COMMUNICATIONS INC
2019-03-29
2019-12-18
4. WAL MART STORES INC
2016-12-13
2019-12-18
44.24 FNMA PAW4796 04%2044
2019-12-26
2019-12-26
18.26 FNMA PMA2995 04%2047
2019-12-26
2019-12-26
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
27
27
b
227
189
38
c
340
288
52
d
736
890
-154
e
1,173
994
179
189
149
40
189
148
41
189
158
31
217
262
-45
348
458
-110
130
168
-38
154
119
35
577
451
126
607
476
131
397
517
-120
88
112
-24
460
357
103
421
331
90
441
558
-117
441
560
-119
77
77
11
11
1,159
514
645
328
168
160
983
507
476
1,312
1,005
307
1,059
790
269
4
4
7
7
1,253
1,534
-281
66
96
-30
502
386
116
154
117
37
1,012
1,001
11
10,124
10,357
-233
309
235
74
77
58
19
458
402
56
546
489
57
1,254
1,900
-646
784
690
94
325
287
38
89
89
10
10
376
316
60
685
575
110
4
4
6
6
1,081
503
578
693
497
196
41
29
12
366
289
77
931
739
192
1,070
503
567
102
136
-34
510
645
-135
203
257
-54
203
272
-69
757
613
144
297
191
106
357
292
65
407
267
140
233
154
79
617
404
213
178
115
63
1,090
503
587
76
76
11
11
500
389
111
417
323
94
899
419
480
588
450
138
504
389
115
83
64
19
248
194
54
96
104
-8
192
198
-6
622
652
-30
479
482
-3
4
4
7
7
578
456
122
289
228
61
58
46
12
234
183
51
117
91
26
175
137
38
234
183
51
175
137
38
345
274
71
574
456
118
2,271
1,313
958
38
37
1
1,377
816
561
1,494
759
735
476
318
158
793
532
261
534
189
345
214
77
137
321
114
207
106
106
14
14
647
230
417
4
4
12
12
1,136
680
456
23
21
2
200
104
96
999
547
452
1,369
762
607
386
600
-214
707
1,067
-360
1,208
677
531
571
873
-302
507
578
-71
802
676
126
214
195
19
118
118
15
15
1,120
1,584
-464
6,059
5,977
82
663
645
18
398
434
-36
664
645
19
453
319
134
679
474
205
4
4
14
14
655
1,089
-434
372
579
-207
75
66
9
1,126
984
142
916
1,176
-260
693
1,027
-334
1,122
1,040
82
486
591
-105
486
600
-114
137
137
18
18
264
248
16
423
404
19
117
96
21
90
83
7
150
154
-4
399
226
173
124
109
15
104
38
66
106
98
8
123
97
26
224
112
112
191
188
3
303
197
106
182
120
62
169
145
24
157
140
17
137
106
31
219
198
21
93
88
5
128
156
-28
124
117
7
258
187
71
332
177
155
181
161
20
167
135
32
618
606
12
99
68
31
96
150
-54
405
140
265
194
84
110
91
77
14
52
48
4
52
48
4
385
289
96
95
95
216
161
55
120
116
4
120
129
-9
191
115
76
160
180
-20
210
171
39
246
103
143
172
178
-6
219
144
75
525
459
66
75
78
-3
75
66
9
450
518
-68
73
73
12
12
1,180
1,269
-89
1,223
1,112
111
4,891
4,606
285
3,668
3,579
89
4,345
3,890
455
1,086
981
105
552
637
-85
552
586
-34
1,211
678
533
46
62
-16
788
1,019
-231
278
319
-41
217
201
16
124
106
18
186
184
2
124
123
1
622
617
5
566
562
4
63
62
1
472
469
3
1,153
649
504
511
552
-41
181
161
20
121
106
15
60
54
6
583
605
-22
32
32
122
108
14
183
165
18
61
53
8
61
53
8
61
53
8
307
276
31
140
140
18
18
834
1,111
-277
232
260
-28
475
479
-4
282
287
-5
63
57
6
251
258
-7
710
601
109
230
260
-30
414
468
-54
1,103
592
511
464
387
77
694
783
-89
93
105
-12
46
52
-6
788
423
365
78
78
14
14
476
455
21
439
427
12
48
43
5
673
793
-120
354
331
23
241
277
-36
241
283
-42
587
551
36
682
857
-175
124
155
-31
60
73
-13
357
465
-108
480
585
-105
480
620
-140
305
235
70
174
133
41
277
205
72
369
267
102
734
950
-216
339
412
-73
156
156
20
20
268
202
66
134
103
31
1,125
731
394
515
619
-104
515
630
-115
88
67
21
44
33
11
132
100
32
409
492
-83
309
234
75
44
33
11
88
67
21
4,961
5,007
-46
4
4
18
18
1,402
954
448
369
337
32
707
722
-15
369
337
32
105
96
9
395
406
-11
195
134
61
306
288
18
51
48
3
141
100
41
188
134
54
797
693
104
230
168
62
177
154
23
265
233
32
228
168
60
46
34
12
159
159
20
20
457
431
26
102
99
3
203
195
8
119
38
81
1,907
614
1,293
1,333
422
911
306
295
11
102
98
4
1,015
999
16
6,090
6,008
82
27
27
18
18
38
34
4
114
101
13
1,310
816
494
217
205
12
108
102
6
348
309
39
165
165
22
22
141
138
3
247
221
26
71
68
3
820
720
100
153
129
24
236
194
42
191
163
28
1,168
1,179
-11
292
271
21
230
177
53
50
50
25
25
153
118
35
77
60
17
457
358
99
1,460
678
782
245
245
526
527
-1
561
571
-10
1,416
1,183
233
369
315
54
246
212
34
210
257
-47
420
514
-94
124
108
16
249
212
37
417
531
-114
417
524
-107
104
128
-24
166
166
22
22
210
241
-31
525
601
-76
105
112
-7
314
362
-48
524
558
-34
4
4
25
25
3
3
619
429
190
464
318
146
914
581
333
997
633
364
581
391
190
223
191
32
1,225
1,043
182
334
280
54
1,402
565
837
146
146
18
18
51
27
24
339
247
92
285
250
35
1,358
493
865
1,357
497
860
407
412
-5
559
216
343
279
110
169
279
113
166
302
289
13
834
619
215
667
493
174
1,084
727
357
299
271
28
280
77
203
357
291
66
510
309
201
234
151
83
372
376
-4
567
366
201
319
301
18
294
262
32
27
24
3
477
269
208
354
289
65
310
214
96
366
396
-30
92
88
4
184
178
6
381
321
60
259
242
17
292
234
58
739
373
366
830
353
477
22
20
2
152
143
9
87
81
6
504
404
100
480
272
208
1,390
421
969
57
48
9
229
190
39
441
289
152
468
385
83
279
231
48
412
316
96
363
256
107
227
233
-6
587
206
381
551
533
18
483
287
196
44
44
18
18
69
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
38
c
52
d
-154
e
179
40
41
31
-45
-110
-38
35
126
131
-120
-24
103
90
-117
-119
645
160
476
307
269
-281
-30
116
37
11
-233
74
19
56
57
-646
94
38
60
110
578
196
12
77
192
567
-34
-135
-54
-69
144
106
65
140
79
213
63
587
111
94
480
138
115
19
54
-8
-6
-30
-3
122
61
12
51
26
38
51
38
71
118
958
1
561
735
158
261
345
137
207
417
456
2
96
452
607
-214
-360
531
-302
-71
126
19
-464
82
18
-36
19
134
205
-434
-207
9
142
-260
-334
82
-105
-114
16
19
21
7
-4
173
15
66
8
26
112
3
106
62
24
17
31
21
5
-28
7
71
155
20
32
12
31
-54
265
110
14
4
4
96
55
4
-9
76
-20
39
143
-6
75
66
-3
9
-68
-89
111
285
89
455
105
-85
-34
533
-16
-231
-41
16
18
2
1
5
4
1
3
504
-41
20
15
6
-22
14
18
8
8
8
31
-277
-28
-4
-5
6
-7
109
-30
-54
511
77
-89
-12
-6
365
21
12
5
-120
23
-36
-42
36
-175
-31
-13
-108
-105
-140
70
41
72
102
-216
-73
66
31
394
-104
-115
21
11
32
-83
75
11
21
-46
448
32
-15
32
9
-11
61
18
3
41
54
104
62
23
32
60
12
26
3
8
81
1,293
911
11
4
16
82
4
13
494
12
6
39
3
26
3
100
24
42
28
-11
21
53
35
17
99
782
-1
-10
233
54
34
-47
-94
16
37
-114
-107
-24
-31
-76
-7
-48
-34
3
190
146
333
364
190
32
182
54
837
24
92
35
865
860
-5
343
169
166
13
215
174
357
28
203
66
201
83
-4
201
18
32
3
208
65
96
-30
4
6
60
17
58
366
477
2
9
6
100
208
969
9
39
152
83
48
96
107
-6
381
18
196
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
28,598
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
34,159
730,221
0.046779
2017
32,766
699,688
0.046829
2016
28,249
651,374
0.043368
2015
30,314
607,105
0.049932
2014
0
0
0.0
2
Total
of line 1, column (d)
.....................
2
0.186908
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
0.037382
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
730,368
5
Multiply line 4 by line 3
......................
5
27,303
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
421
7
Add lines 5 and 6
........................
7
27,724
8
Enter qualifying distributions from Part XII, line 4
,.............
8
34,042
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
421
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
421
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
421
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
404
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
404
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
17
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)
NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
BANK OF AMERICA NA
Telephone no.
(212) 852-3049
Located at
114 W 47TH ST 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
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
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
BANK OF AMERICA N A
TRUSTEE
2
11,865
114 W 47TH ST NY8-114-07-07
NEW YORK
,
NY
100361510
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
713,501
b
Average of monthly cash balances
.......................
1b
27,989
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
741,490
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
741,490
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
11,122
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
730,368
6
Minimum investment return.
Enter 5% of line 5
..................
6
36,518
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
36,518
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
421
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
421
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
36,097
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
36,097
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
36,097
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
34,042
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
34,042
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
421
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
33,621
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
36,097
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
6,313
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
0
b
From 2015
......
0
c
From 2016
......
0
d
From 2017
......
0
e
From 2018
......
0
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
34,042
a
Applied to 2018, but not more than line 2a
6,313
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
.....
27,729
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
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
..........
8,368
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)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
0
b
Excess from 2016
....
0
c
Excess from 2017
....
0
d
Excess from 2018
....
0
e
Excess from 2019
....
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
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.
NONE
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
SAVE THE CHILDREN
501 KINGS HWY E 400
FAIRFIELD
,
CT
068254861
NONE
PC
GENERAL OPERATING
8,941
LITTLE SISTERS OF THE POOR
11030 221ST ST
QUEENS
,
NY
114292531
NONE
PC
GENERAL OPERATING
8,941
AMERICAN IRELAND FUND
10 POST OFFICE SQ STE 1205
BOSTON
,
MA
021094603
NONE
PC
GENERAL OPERATING
8,941
Total
.................................
3a
26,823
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
18,537
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
28,598
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
FEDERAL TAX REFUND
1
88
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
47,223
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
47,223
(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