-
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
ALICE AND JACLYN HOUSEKNECHT FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 2037
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MONTAUK
,
NY
11954
A Employer identification number
46-4144136
B
Telephone number (see instructions)
(631) 926-7191
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)
$
1,262,666
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)
97
2
Check
.............
3
Interest on savings and temporary cash investments
362
362
4
Dividends and interest from securities
...
31,780
31,390
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
40,617
b
Gross sales price for all assets on line 6a
335,233
7
Capital gain net income (from Part IV, line 2)
...
40,617
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
72,856
72,369
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
5,352
5,352
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
545
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
1,687
0
1,687
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
7,584
5,352
1,687
25
Contributions, gifts, grants paid
.......
150,400
150,400
26
Total expenses and disbursements.
Add lines 24 and 25
157,984
5,352
152,087
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-85,128
b
Net investment income
(if negative, enter -0-)
67,017
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
14,271
37,383
37,383
2
Savings and temporary cash investments
.........
192,893
9,226
9,226
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,012,345
1,216,057
1,216,057
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)
1,219,509
1,262,666
1,262,666
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
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
1,219,509
1,262,666
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
1,219,509
1,262,666
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,219,509
1,262,666
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
1,219,509
2
Enter amount from Part I, line 27a
.....................
2
-85,128
3
Other increases not included in line 2 (itemize)
3
128,285
4
Add lines 1, 2, and 3
..........................
4
1,262,666
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
1,262,666
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
P
2018-12-19
2019-04-06
b
VANGUARD LONG-TERM TREASURY FUND ADMIRAL
P
2019-04-09
2019-06-05
c
VANGUARD DIVIDEND GROWTH FUND
P
2014-02-05
2019-04-09
d
VANGUARD SMALL-CAP VALUE INDEX FUND ADMIRAL CLASS
P
2014-10-21
2019-10-09
e
VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL CLASS
P
2015-12-17
2019-07-15
VANGUARD INFLATION PROTECTED FUND ADMIRAL
P
2016-12-07
2019-04-09
VANGUARD INT-TERM TREASURY FUND ADMIRAL
P
2014-11-19
2019-04-09
VANGUARD FEDERAL MONEY MARKET FUND
P
2018-04-27
2019-08-19
VANGUARD MID-CAP INDEX FUND ADMIRAL
P
2015-12-17
2019-10-09
CAPITAL GAINS 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
3,705
2,908
797
b
8,200
7,818
382
c
67,211
52,748
14,463
d
24,975
20,522
4,453
e
80,211
70,745
9,466
31,058
32,266
-1,208
38,120
39,186
-1,066
49,975
50,007
-32
24,975
18,416
6,559
6,803
6,803
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
797
b
382
c
14,463
d
4,453
e
9,466
-1,208
-1,066
-32
6,559
6,803
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
40,617
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
144,671
1,357,441
0.106576
2017
183,177
1,443,600
0.126889
2016
177,748
1,488,698
0.119398
2015
142,309
128,387
1.108438
2014
165,369
141,075
1.172206
2
Total
of line 1, column (d)
.....................
2
2.633507
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
0.526701
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
1,277,285
5
Multiply line 4 by line 3
......................
5
672,747
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
670
7
Add lines 5 and 6
........................
7
673,417
8
Enter qualifying distributions from Part XII, line 4
,.............
8
152,087
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
1,340
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
1,340
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
1,340
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
630
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
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
630
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
710
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
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
Yes
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
AJHFOUNDATION.ORG
14
The books are in care of
FRIEDMAN LLP
Telephone no.
(631) 537-2300
Located at
PO BOX 853
BRIDGEHAMPTON
NY
ZIP+4
11932
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
ALICE G HOUSEKNECHT
DIRECTOR;PRESIDENT
0.00
0
0
0
PO BOX 2037
MONTAUK
,
NY
11954
JACLYN Y HOUSEKNECHT
DIRECTOR;SECRETARY/TREAS
0.00
0
0
0
88 CONNECTICUT AVENUE
MASSAPEQUA
,
NY
11758
ROGER FEIT
DIRECTOR;VICE PRESIDENT
0.00
0
0
0
PO BOX 1746
MONTAUK
,
NY
11954
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
.........................
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
1,262,861
b
Average of monthly cash balances
.......................
1b
33,875
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
1,296,736
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
1,296,736
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
19,451
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
1,277,285
6
Minimum investment return.
Enter 5% of line 5
..................
6
63,864
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
63,864
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
1,340
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
1,340
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
62,524
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
62,524
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
62,524
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
152,087
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
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
152,087
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
152,087
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
62,524
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
158,689
b
From 2015
......
136,512
c
From 2016
......
104,140
d
From 2017
......
112,147
e
From 2018
......
77,403
f
Total
of lines 3a through e
........
588,891
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
152,087
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
.....
62,524
e
Remaining amount distributed out of corpus
89,563
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
678,454
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
158,689
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
519,765
10
Analysis of line 9:
a
Excess from 2015
....
136,512
b
Excess from 2016
....
104,140
c
Excess from 2017
....
112,147
d
Excess from 2018
....
77,403
e
Excess from 2019
....
89,563
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).)
ALICE G HOUSEKNECHT
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
ALBERT J SCHAUFLER MEMORIAL FOUNDATION
PO BOX 722
POINT LOOKOUT
,
NY
11569
NONE
TO IMPROVE THE QUALITY OF LIFE FOR OTHERS WHO WOULD OTHERWISE FIND IT DIFFICULT OR IMPOSSIBLE DUE TO ILL HEALTH AND/OR UNFORTUNATE CIRCUMSTANCES
500
AMERI CARES FREE CLINICS INC
88 HAMILTON AVENUE
STAMFORD
,
CT
06902
NONE
TO FURTHER THEIR PURPOSE OF PROVIDING FRONTLINE HEALTHCARE WORKERS, DOCTORS, NURSES & EMERGENCY RESPONDERS, SAVE LIVES AND IMPORVE THE HEALTH OF PEOPLE IN NEED AROUND THE WORLD.
10,000
AMNESTY INTERNATIONAL
5 PENN PLAZA
NEW YORK
,
NY
10001
NONE
TO SUPPORT THE PROGRAM OF PROTECTING PEOPLE WHENEVER JUSTICE, FREEDOM,TRUTH & DIGNITY HAVE BEEN DENIED.
2,000
ASPCA
424 EAST 92ND STREET
NEW YORK
,
NY
10128
NONE
TO SUPPORT THE ORGANIZATIONS MISSION OF PROVIDING EFFECTIVE MEANS FOR THE PREVENTION OF CRUELTY TO ANIMALS THROUGHOUT THE UNITED STATES
1,000
APOPO US INC
712 H ST NE
WASHINGTON
,
DC
20002
NONE
TO DEVELOP DETECTION RATS TECHNOLOGY TO PROVIDE SOLUTIONS FOR GLOBAL PROBLEMS AND INSPIRE POSITIVE SOCIAL CHANGE
1,000
CARE
535 8TH AVENUE SUITE 401
NEW YORK
,
NY
10018
NONE
TO FURTHER THEIR MISSION OF DELIVERING EMERGENCY RELIEF AND LONG TERM INTERNATIONAL DEVELOPMENT PROJECTS.
8,000
CHILDREN'S MUSEUM OF THE EAST END
376 BRIDGEHAMPTON/SAG HARBOR TPKE
BRIDGEHAMPTON
,
NY
11932
NONE
TO FURTHER THEIR MISSION TO REACH CHILDREN AND FAMILIES THAT WOULD NOT OTHERWISE COME TO THE MUSEUM DUE TO LANGUAGE BARRIERS, LACK OF TRANSPORTATION OR LOW INCOME.
1,000
CAST-COMMUNITY ACTION SOUTHOLD TOWN
316 FRONT ST
GREENPORT
,
NY
11944
NONE
TO BUILD A THRIVING COMMUNITY WHERE EVERY MEMBER IS FREE FROM WORRY ABOUT BASIC NECESSITIES AND IS ABLE TO BUILD A BETTER FUTURE FOR THEMSELVES AND THEIR FAMILIES
1,000
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENUE
NEW YORK
,
NY
10001
NONE
TO FURTHER THEIR MISSION OF PROVIDING VITAL MEDICAL PROGRAMS AND HEALTHCARE TO THOSE AT RISK AROUND THE WORLD.
1,000
EAST END HOSPICE
PO BOX 1048
WESTHAMPTON BEACH
,
NY
11978
NONE
TO SUPPORT THEIR PROGRAM OF CARING FOR THE TERMINALLY ILL.
1,000
ELEANOR WHITMORE EARLY CHILDHOOD CENTER
PO BOX 63 2 GINGERBREAD LANE
EAST HAMPTON
,
NY
11937
NONE
TO FURTHER THEIR PURPOSE TO SERVE CHILDREN OF THE COMMUNITY 18 MONTHS TO 5 YEARS WITH PROGRAMS AND CIRRICULUM DESIGNED TO FOCUS ON BUILDING SELF-ESTEEM, INDEPENDENCE, AND EARLY COGNITIVE, PHYSICAL, SOCIAL, AND LITERACY SKILLS.
1,000
EVELYN ALEXANDER WILDLIFE RESCUE CENTER
228 W MONTAUK HIGHWAY
HAMPTON BAYS
,
NY
11946
NONE
TO PRESERVE AND PROTECT OUR REGION'S NATIVE WILDLIFE BY PROVIDING REHABILITATION SERVICES AND EDUCATION TO RAISE PUBLIC AWARENESS OF THE FACTORS THAT THREATEN ITS ABUNDANCE AND DIVERSITY
500
FAMILY SERVICE LEAGUE
790 PARK AVENUE
HUNTINGTON
,
NY
11743
NONE
TO FURTHER THEIR PURPOSE OF STRENGTHENING FAMILIES AND EMPOWERING RESIDENTS OF LONG ISLAND USING PROGRAMS TO HELP THE HOMELESS, UNEMPLOYED OR MENTALLY ILL. WORKING TO GIVE THOSE IN NEED THE RESOURCES THEY NEED TO IN ORDER TO BE SELF-RELIANT AND PRODUCTIVE MEMBERS OF THE COMMUNITY.
20,200
FEED THE CHILDREN
PO BOX 36
OKLAHOMA CITY
,
OK
73101
NONE
TO SUPPORT THEIR PROGRAM OF FIGHTING AGAINST CHILD HUNGER
500
FIVER CHILDREN'S FOUNDATION
519 8TH AVE 24TH FLR
NEW YORK
,
NY
10018
NONE
TO FURTHER THEIR MISSION TO EMPOWER YOUTH TO MAKE POSITIVE LIFE CHOICES.
3,500
HANCOCK FRENCH WOODS ART ALLIANCE
PO BOX 609
HANCOCK
,
NY
13783
NONE
TO PROVIDE ENCOURAGEMENT FOR THE ARTS THROUGH EDUCATION AND FINANCIAL SUPPORT FOR CHILDREN AND YOUNG ADULTS FROM LOW INCOME AND CULTURALLY DIVERSE AREAS
500
FOUNTAIN HOUSE
425 WEST 47TH STREET
NEW YORK
,
NY
10036
NONE
TO SUPPORT PEOPLE WITH SEVERE MENTAL ILLNESS IN ACHIEVING THEIR POTENTIAL AND BE RESPECTED AS WORKERS, NEIGHBORS AND FRIENDS
2,000
GLOBAL GIVING ISHA EDUCATION
1110 VERMONT AVE NW STE 550
WASHINGTON
,
DC
20005
NONE
TO ACCESS THE TOOLS, TRAINING, AND SUPPORT THEY NEED TO BE MORE EFFECTIVE AND MAKE OUR WORLD A BETTER PLACE
2,000
HABITAT FOR HUMANITY
121 HABITAT STREET
AMERICUS
,
GA
317093498
NONE
TO FURTHER THEIR MISSION OF PROVIDING HOUSING FOR THOSE IN NEED.
1,000
HEIFER INTERNATIONAL
1 WORLD AVENUE
LITTLE ROCK
,
AR
72202
NONE
TO SUPPORT THE ORGANIZATIONS GOAL OF HELPING FAMILIES IN NEED WORLDWIDE WITH FOOD,CLOTHING & MEDICINE
2,000
HUNTER COLLEGE FOUNDATION
695 PARK AVENUE
NEW YORK
,
NY
10065
NONE
TO FUTHER THEIR MISSION OF PROVIDING EDUCATIONAL SCHOLARSHIPS TO THOSE IN NEED.
10,000
INTEGRAL BALLET SCHOOL
1842 MERRICK ROAD
MERRICK
,
NY
11566
NONE
TO SUPPORT THEIR MISSION OF PROVIDING STUDENTS WITH PROFESSIONAL LEVEL BALLET TRAINING & PROVIDE THE COMMUNITY LOCAL ACCESS TO CLASSICAL ARTS AND CULTURE.
1,000
JOHN THEISSEN CHILDREN'S FOUNDATION
1881 WANTAGH AVE
WANTAGH
,
NY
11793
NONE
ASSIST SICK AND UNDERPRIVILEGED CHILDREN
500
KRIPALU CENTER FOR YOGA & HEALTH
PO BOX 309
STOCKBRIDGE
,
MA
01262
NONE
TO FURTHER THEIR PURPOSE OF EMPOWERING PEOPLE AND COMMUNITIES TO REALIZE THEIR FULL POTENTIAL THROUGH THE TRANSFORMATIVE WISDOM AND PRACTICE OF YOGA.
10,000
LADIES VILLAGE IMPROVEMENT SOCIETY
95 MAIN STREET
EAST HAMPTON
,
NY
11937
NONE
TO FURTHER THEIR PURPOSE IN THE IMPROVEMENT AND ADVANCEMENT OF EAST HAMPTON BY MAINTAINING WONDERFUL OLD TREES, THE LOVELY VILLAGE GREENS, AND THE HISTORIC DISTRICTS AND LANDMARK DESIGNATIONS THAT MAKE THE TOWN SPECIAL.
1,000
MERCY CORPS
PO BOX 2669
PORTLAND
,
OR
97208
NONE
TO FURTHER THEIR PURPOSE HELPING PEOPLE THAT ARE SUFFERING AROUND THE WORLD BY PROVIDING FOOD, SCHOOL SUPPLIES, CLOTHING WHEN DISASTER STRIKES, ECONOMIES COLLAPSE OR CONFLICT ERUPTS.
10,000
MONTAUK FIRE DEPARTMENT
12 FLAMINGO AVENUE
MONTAUK
,
NY
11954
NONE
TO SUPPORT THE LOCAL FIRE DEPARTMENT, TOWN OF MONTAUK, TO HELP BETTER SERVE THE COMMUNITY
1,000
MONTAUK VILLAGE ASSOCIATION
PO BOX 457
MONTAUK
,
NY
11954
NONE
TO FURTHER THEIR PURPOSE OF KEEPING THE VILLAGE OF MONTAUK BEAUTIFUL BY PLANTING TREES & FLOWERS AND KEEPING ALL PUBLIC AREAS CLEAN AND GREEN.
5,000
MUSIC FOR MONTAUK
PO BOX 846
MONTAUK
,
NY
11954
NONE
TO FURTHER THEIR PURPOSE TO BRING A FRESH AND DYNAMIC APPROACH TO CLASSICAL MUSIC FOR EVERYONE.
1,000
NYU WINTHROP HOSPITAL-CHILD LIFE PROGRAM
200 OLD COUNTRY RD
MINEOLA
,
NY
11501
NONE
TO FURTHER THEIR PURPOSE OF IMPROVING THE LIVES OF INFANTS, CHILDREN AND ADOLESCENTS THAT ARE HOSPITALIZED
500
OXFAM AMERICA
226 CAUSEWAY STREET 5TH FLOOR
BOSTON
,
MA
02114
NONE
TO SUPPORT THE ORGANIZATION'S WORK OF TACKLING POVERTY, HUNGER AND INJUSTICE IN OVER 90 COUNTRIES
2,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD
,
CT
06825
NONE
TO SUPPORT THE ORGANIZATION'S GOAL HELPING EVERY CHILD ATTAIN THE RIGHT TO SURVIVAL, PROTECTION, DEVELOPOMENT AND PARTICIPATION.
1,000
M&N SPORTS INC
915 ISLE COURT
NORTH BELLMORE
,
NY
11710
NONE
TO SUPPORT YOUTH SPORTS ORGANIZATION
1,000
SUNRISE ASSOCIATION
15 NEIL COURT
OCEANSIDE
,
NY
11572
NONE
TO FURTHER THEIR MISSION OF BRINGING BACK THE JOYS OF CHILDHOOD TO CHILDREN WITH CANCER, THROUGH CREATION OF SUNRISE DAY CAMPS, YEAR-ROUND PROGRAMS AND IN-HOSPITAL RECREATIONAL ACTIVITIES.
3,000
THE CARTER CENTER
ONE COPENHILL 453 FREEDOM PKWY
ATLANTA
,
GA
30307
NONE
TO FURTHER THEIR PURPOSE IN WAGING PEACE, FIGHTING DISEASE AND BUILDING HOPE AROUND THE WORLD.
10,000
THE JANE GOODALL INSTITUTE
1595 SPRING HILL ROAD-SUITE 550
VIENNA
,
VA
22182
NONE
TO SUPPORT THE ORGANIZATION'S MISSION OF ADVANCING THE PRINCIPLES OF WILDLIFE CONSERVATION
1,000
THE METROPOLITIAN MUSEUM OF ART
1000 5TH AVENUE
NEW YORK
,
NY
10028
NONE
TO SUPPORT THE PURPOSE OF ENCYCLOPEDIC COLLECTION OF ART IN THE SERVICE OF THE PUBLIC
1,200
NATIONAL OVARIAN CANCER COALITION
4950 OLD YORK RD 631
HOLICONG
,
PA
18928
NONE
TO HELP SAVE LIVES BY FIGHTING TO PREVENT AND CURE OVARIAN CANCER
500
THE RETREAT-DOMESTIC VIOLENCE SERVICES
13 GOODFRIEND DRIVE
EAST HAMPTON
,
NY
11937
NONE
TO FURTHER THEIR MISSION OF PROVIDING SERVICES TO VICTIMS OF DOMESTIC ABUSE.
4,000
NATIONAL WILDLIFE FEDERATION
PO BOX 1583
MERRIFIELD
,
VA
22116
NONE
HELP TO PROTECT NATURAL RESOURCES, WILDLIFE
500
THE SALVATION ARMY
120 WEST 14TH STREET
NEW YORK
,
NY
10011
NONE
TO SUPPORT THE MISSION OF HELPING THOSE IN CRISIS.
2,000
THE TRUST FOR PUBLIC LAND
101 MONTGOMERY ST SUITE 900
SAN FRANCISCO
,
CA
94104
NONE
TO SUPPORT THE LAND AND WATER CONSERVATION FUND
2,000
THIRTEEN
825 8TH AVENUE
NEW YORK
,
NY
10019
NONE
TO SUPPORT THE PROGRAMS PROVIDED BY PUBLIC TELEVISION
5,000
FACES -NYU
223 EAST 34TH ST
NEW YORK
,
NY
10016
NONE
TO SUPPORT FINDING A CURE FOR EPILEPSY AND SEIZURES
2,000
OCEAN CONSERVANCY
1300 19TH ST NW 8TH FL
WASHINGTON
,
DC
20036
NONE
TO HELP PROTECT THE OCEAN FROM TODAY'S GLOBAL CHALLENGES
2,000
USA FOR UNHCR-UN REFUGEE AGENCY
1310 L STREET NW
WASHINGTON
,
DC
20005
NONE
TO PROVIDE LIFESAVING AID TO REFUGEE FAMILIES WHO HAVE BEEN DISPLACED FROM THEIR HOMES
4,000
WORLD WILDLIFE FUND
1250 24TH STREET NW
WASHINGTON
,
DC
20037
NONE
TO SUPPORT THEIR PROGRAMS THAT AIM TO PROTECT THE FUTURE OF NATURE AND WILDLIFE.
1,000
WSHU PUBLIC RADIO GROUP
4669 MURPHY CANYON RD SUITE 200
SAN DIEGO
,
CA
92123
NONE
TO SUPPORT THE UNIQUE AND INDEPENDENT VOICE IN OUR COMMUNITY
1,000
PADDLERS FOR HUMANITY
PO BOX 2555
EAST HAMPTON
,
NY
11937
NONE
TO HELP IMPROVE THE LIVES OF CHILDREN, SUPPORT INNOVATIVE AND COMPREHENSIVE MENTAL HEALTH PROGRAMS
500
PROJECT WARMTH UNITED WAY OF LI
819 GRAND BLVD
DEER PARK
,
NY
11729
NONE
TO SUPPORT THE HEALTH, EDUCATION,AND FINANCIAL STABILITY OF EVERY PERSON IN THE COMMUNITY
1,000
RED HOOK INITIATIVE
767 HICKS ST
BROOKLYN
,
NY
11231
NONE
TO HELP IMPROVE THE LIVES OF RESIDENTS OF RED HOOK
1,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVE
MONTGOMERY
,
AL
36104
NONE
TO HELP FIGHT AGAINST HATE AND BIGOTRY AND TO SEEK JUSTICE FOR THE MOST VULNERABLE MEMBERS OF OUR SOCIETY
3,000
THE HUMANE SOCIETY OF US
1255 23RD STREET NW SUITE 450
WASHINGTON
,
DC
20037
NONE
TO HELP FIGHT FOR ALL ANIMALS,TO IMPROVE THEIR LIVES,TO STOP PUPPY MILLS,TO BAN TROPHY HUNTING
1,000
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON
,
VA
22203
NONE
TO HELP CREATE A WORLD WHERE PEOPLE AND NATURE CAN THRIVE
1,000
Total
.................................
3a
150,400
b
Approved for future payment
Total
.................................
3b
0
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
362
4
Dividends and interest from securities
....
14
31,780
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
40,617
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
72,759
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
72,759
(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