-
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
05-01-2019
, and ending
04-30-2020
Name of foundation
SHUGART FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
4004 LONG MEADOW LANE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WINSTONSALEM
,
NC
27106
A Employer identification number
56-2230054
B
Telephone number (see instructions)
(336) 765-9661
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)
$
206,623
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
82
82
4
Dividends and interest from securities
...
7,623
7,623
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
68,075
b
Gross sales price for all assets on line 6a
68,080
7
Capital gain net income (from Part IV, line 2)
...
68,075
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
........
75,780
75,780
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)
.......
1,935
1,935
0
c
Other professional fees (attach schedule)
....
17
Interest
...............
44
44
0
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
4,356
4,356
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
6,335
6,335
0
25
Contributions, gifts, grants paid
.......
108,046
108,046
26
Total expenses and disbursements.
Add lines 24 and 25
114,381
6,335
108,046
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-38,601
b
Net investment income
(if negative, enter -0-)
69,445
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
170,114
81,907
81,907
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)
.......
275,371
324,977
124,716
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)
..........
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)
445,485
406,884
206,623
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
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
445,485
406,884
29
Total net assets or fund balances
(see instructions)
.....
445,485
406,884
30
Total liabilities and net assets/fund balances
(see instructions)
.
445,485
406,884
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
445,485
2
Enter amount from Part I, line 27a
.....................
2
-38,601
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
406,884
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
406,884
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
STOCK AND MUTUAL FUND SALES
P
2019-05-01
2020-04-30
b
K-1 GAIN LOSS
P
2019-12-31
2019-12-31
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
68,080
68,080
b
5
-5
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
68,080
b
-5
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
68,075
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
122,542
345,703
0.354472
2017
136,514
356,403
0.383033
2016
115,749
360,931
0.320696
2015
140,547
385,769
0.364329
2014
147,417
529,715
0.278295
2
Total
of line 1, column (d)
.....................
2
1.700825
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
0.340165
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
281,000
5
Multiply line 4 by line 3
......................
5
95,586
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
694
7
Add lines 5 and 6
........................
7
96,280
8
Enter qualifying distributions from Part XII, line 4
,.............
8
108,046
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
694
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
694
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
694
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
509
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
509
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
185
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)
NC
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
GROVER F SHUGART JR
Telephone no.
(336) 765-9661
Located at
221 JONESTOWN ROAD
WINSTONSALEM
NC
ZIP+4
27104
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
GROVER F SHUGART JR
DIRECTOR
4.00
0
0
0
4004 LONG MEADOW LANE
WINSTONSALEM
,
NC
27106
KAY W SHUGART
DIRECTOR
4.00
0
0
0
4004 LONG MEADOW LANE
WINSTONSALEM
,
NC
27106
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
186,430
b
Average of monthly cash balances
.......................
1b
98,849
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
285,279
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
285,279
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
4,279
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
281,000
6
Minimum investment return.
Enter 5% of line 5
..................
6
14,050
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
14,050
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
694
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
694
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
13,356
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
13,356
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
13,356
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
108,046
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
108,046
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
694
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
107,352
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
13,356
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
......
121,843
b
From 2015
......
122,183
c
From 2016
......
97,702
d
From 2017
......
118,824
e
From 2018
......
105,309
f
Total
of lines 3a through e
........
565,861
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
108,046
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
.....
13,356
e
Remaining amount distributed out of corpus
94,690
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
660,551
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)
...
121,843
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
538,708
10
Analysis of line 9:
a
Excess from 2015
....
122,183
b
Excess from 2016
....
97,702
c
Excess from 2017
....
118,824
d
Excess from 2018
....
105,309
e
Excess from 2019
....
94,690
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).)
GROVER F SHUGART JR
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
ABANDONED CHILDREN'S FUND
PO BOX 5031
HAGARSTOWN
,
MD
21741
CHARITABLE
300
ALAMANCE COUNTY MEALS ON WHEELS
411 W 5TH STREET STE A
BURLINGTON
,
NC
27215
CHARITABLE
300
ALZHEIMERS DISEASE RESEARCH
22512 GATEWAY CENTER DR
CLARKSBURG
,
MD
20871
CHARITABLE
600
AMERICAN BIBLE SOCIETY
PO BOX 96812
WASHINGTON
,
DC
20090
CHARITABLECHARITABLE
1,300
AMERICAN CANCER SOCIETY
PO BOX 41912
RALEIGH
,
NC
27629
CHARITABLE
600
AMERICAN DIABETES ASSOC
PO BOX 1833
MERRIFIELD
,
VA
22116
CHARITABLE
350
AMERICAN HEART ASSOC
7029 ALBERT PICK ROAD STE 200
GREENSBORO
,
NC
27409
CHARITABLE
600
AMERICAN KIDNEY FUND
PO BOX 1837
MERRIFIELD
,
VA
22116
CHARITABLE
600
AMERICAN LEPROSY MISSIONS
1 ALM WAY
GREENVILLE
,
SC
29601
CHARITABLE
900
AMERICAN LUNG ASSOCIATION
PO BOX 11039
LEWISTON
,
ME
04243
CHARITABLE
300
AMERICAN PARKINSON DISEASE ASSOCIATION
PO BOX 97217
WASHINGTON
,
DC
20090
CHARITABLE
600
AMERICAN RED CROSS
690 COLISEUM DRIVE
WINSTON SALEM
,
NC
27106
CHARITABLE
400
ARTHRITIS FOUNDATION
1355 PEACHTREE ST NE STE 600
ATLANTA
,
GA
30309
CHARITABLE
600
ASSO IN CHRISTIAN COUNSELING
8025 N POINT BLVD STE 231
WINSTON SALEM
,
NC
27106
CHARITABLE
1,100
AUTISM SPEAKS
1 EAST 33RD STREET 4TH FLOOR
NEW YORK
,
NY
10016
CHARITABLE
100
BAPTIST MIDMISSIONS FOUNDATION
PO BOX 308011
CLEVELAND
,
OH
44130
CHARITABLE
300
BELIEVER'S BAPTIST CHURCH
PO BOX 2318
KING
,
NC
27021
CHARITABLE
7,411
BIBLE LEAGUE INTERNATIONAL
1 BIBLE LEAGUE PLAZA
CRELE
,
IL
60417
CHARITABLE
600
BILLY GRAHAM EVANGELISTIC ASSOC
1 BILLY GRAHAM PKWY
CHARLOTTE
,
NC
28201
CHARITABLE
2,830
BOYS AND GIRLS CLUB
PO BOX 2834
HIGH POINT
,
NC
27261
CHARITABLE
300
BOYS TOWN
234 MONSKY DR
BOYS TOWN
,
NE
68010
CHARITABLE
300
CAMPUS CRUSADE (CRU)
PO BOX 628222
ORLANDO
,
FL
32862
CHARITABLE
2,150
CARE
PO BOX 1870
MERRIFIELD
,
VA
22116
CHARITABLE
900
CENTRAL MISSIONARY
PO BOX 210228
HOUSTON
,
TX
77218
CHARITABLE
1,000
CHILDREN INTERNATIONAL
PO BOX 219055
KANSAS CITY
,
MO
64121
CHARITABLE
300
CHILDREN'S CANCER RESEARCH FUND
7301 OHMS LN STE 355
MINNEAPOLIS
,
MN
55439
CHARITABLE
600
CHILDREN'S HOPE ALLIANCE
209 BARIUM SPRINGS DR
STATESVILLE
,
NC
28677
CHARITABLE
250
CHRISTIAN APPALACHIAN PROJECT
PO BOX 55911
LEXINGTON
,
KY
40555
CHARITABLE
600
CHRISTIANS IN DEFENSE OF ISRAEL
PO BOX 540209
ORLANDO
,
FL
32854
CHARITABLE
600
CITIZENS UNITED
PO BOX 96408
WASHINGTON
,
DC
20090
CHARITABLE
1,100
CLEMMONS FOOD PANTRY
PO BOX 871
CLEMMONS
,
NC
27012
CHARITABLE
1,000
COALITION TO SALUTE AMERICA'S HEROES
PO BOX 96440
WASHINGTON
,
DC
20090
CHARITABLE
1,100
COMMUNITY CARE CENTER
2135 NEW WALKERTOWN RD
WINSTON SALEM
,
NC
27101
CHARITABLE
300
CONGRESSIONAL PRAYER CAUCUS FOUNDATION
524 JOHNSTOWN ROAD
CHESAPEAKE
,
VA
23322
CHARITABLE
2,100
CONQUER CANCER
PO BOX 896076
CHARLOTTE
,
NC
28289
CHARITABLE
600
COVENANT HOUSE
5 PENN PLAZA
NEW YORK
,
NY
10001
CHARITABLE
500
CRISIS CONTROL MINISTRY - WS
200 EAST TENTH STREET
WINSTON SALEM
,
NC
27101
CHARITABLE
800
CRISIS MINISTRY OF DAVIDSON CO
107 EAST FIRST AVENUE
LEXINGTON
,
NC
27292
CHARITABLE
600
CYSTIC FIBROSIS FOUNDATION
7101 CREEDMOOR RD STE 130
RALEIGH
,
NC
27613
CHARITABLE
300
DALLAS THEOLOGICAL
PO BOX 734215
DALLAS
,
TX
75373
CHARITABLE
3,150
DAVIE PREGANCY CARE CENTER
PO BOX 296
MOCKSVILLE
,
NC
27028
CHARITABLE
600
DISABLED AMERICAN VETERANS
PO BOX 14301
CINCINNATI
,
OH
45250
CHARITABLE
600
DOCTORS WITHOUT BORDERS
333 7TH AVE 2ND FLOOR
NEW YORK
,
NY
10001
CHARITABLE
400
EPILEPSY FOUNDATION
PO BOX 86548
WASHINGTON
,
DC
20077
CHARITABLE
550
FAITH & FREEDOM COALITION
PO BOX 957736
DULUTH
,
GA
30095
CHARITABLE
100
FEED THE CHILDREN
PO BOX 272186
OKLAHOMA CITY
,
OK
73137
CHARITABLE
700
FEED THE HUNGRY
530 E IRELAND RD
SOUTH BEND
,
IN
46699
CHARITABLE
300
FIRST PENTECOSTAL HOLINESS CHURCH
PO BOX 6252
WINSTON SALEM
,
NC
27133
CHARITABLE
2,000
FOOD FOR THE POOR INC
6401 LYONS ROAD
COCONUT CREEK
,
FL
33097
CHARITABLE
700
FOR YOU CHRIST MINISTRIES
2015 OLD SALISBURY RD
WINSTON SALEM
,
NC
27127
CHARITABLE
250
FORSYTH FRIENDS MEETING
800 JONESTOWN RD
WINSTON SALEM
,
NC
27103
CHARITABLE
300
FREEDOM ALLIANCE
PO BOX 97242
WASHINGTON
,
DC
20000
CHARITABLE
630
FRIENDSHIP BAPITST
1317 CHERRY STREET
WINSTON SALEM
,
NC
27105
CHARITABLE
3,150
FUNDAMENTAL BAPTIST HOME MISSIONS
PO BOX 1510
BESSEMER CITY
,
NC
28016
CHARITABLE
250
GOD'S WORD TO THE NATIONS MISSION SOCIETY
4138 PEPSI PLACE
CHANTILLY
,
VA
20151
CHARITABLE
250
GRACE BAPTIST CHURCH MINISTRIES
520 ROBERTS RD
NEWPORT
,
NC
28570
CHARITABLE
300
GREENSBORO URBAN MINISTRIES
305 WEST LEE STREET
GREENSBORO
,
NC
27406
CHARITABLE
250
HANES BAPTIST CHURCH
4210 SABRINA LAKE RD
WINSTON SALEM
,
NC
27127
CHARITABLE
500
HELP HEAL VETERANS
PO BOX 98088
WASHINGTON
,
DC
20090
CHARITABLE
300
HOPSICE OF THE PIEDMONT
1801 WESTCHESTER DR
HIGH POINT
,
NC
27262
CHARITABLE
600
IMMANUEL BAPTIST CHURCH
2432 W GATE CITY BLVD
GREENSBORO
,
NC
27403
CHARITABLE
300
INTERNATIONAL CHRISTIAN EMBASSY JERUSALEM
PO BOX 415000
NASHVILLE
,
TN
37241
CHARITABLE
600
INTERNATIONAL EYE FOUNDATION
PO BOX 38018
BALTIMORE
,
MD
21297
CHARITABLE
700
INTERNATIONAL FELLOWSHIP CHRISTIANS & JEWS
PO BOX 97339
WASHINGTON
,
DC
20077
CHARITABLE
250
JERUSALEM PRAYER TEAM INTERNATIONAL
PO BOX 30000
PHOENIX
,
AZ
85046
CHARITABLE
2,500
JEWS FOR JESUS
60 HAIGHT ST
SAN FRANCISCO
,
CA
94102
CHARITABLE
200
LIBERTY BAPTIST CHURCH
1548 OLD HOLLOW RD
WINSTON SALEM
,
NC
27105
CHARITABLE
2,000
LIBERTY COUNSEL
PO BOX 540774
ORLANDO
,
FL
32854
CHARITABLE
300
LIFE OUTREACH INTERNATIONAL
PO BOX 982000
FORT WORTH
,
TX
76182
CHARITABLE
200
LUPUS FOUNDATION OF AMERICAN
PO BOX 96864
WASHINGTON
,
DC
20090
CHARITABLE
600
MACULAR DEGENERATION RESEARCH
PO BOX 1952
CLARKSBURG
,
MD
20871
CHARITABLE
600
MARCH OF DIMES
PO BOX 2547
DECATUR
,
IL
62525
CHARITABLE
600
MEADOWVIEW BAPTIST CHURCH
105 NATHAN AVE
WINSTON SALEM
,
NC
27107
CHARITABLE
5,100
MEMORIAL SLOAN KETTERING CANCER CENTER
PO BOX 5028
HAGERSTOWN
,
MD
21741
CHARITABLE
800
MENTAL HEALTH ASSOC
1509 S HAWTHORNE RD
WINSTON SALEM
,
NC
27103
CHARITABLE
300
MERCY CORPS
PO BOX 2669
PORTLAND
,
OR
97208
CHARITABLE
300
MERCY HOMES FOR BOYS AND GIRLS
1140 WEST JACKSON BLVD
CHICAGO
,
IL
60607
CHARITABLE
1,000
MERCY SHIPS
PO BOX 1930
GARDEN VALLEY
,
TX
76771
CHARITABLE
900
MISSIONARY KELLY CHILDREN
PO BOX 121
WASHINGTON
,
NC
27889
CHARITABLE
1,000
MUSCULAR DYSTOPHY
PO BOX 97075
WASHINGTON
,
DC
20090
CHARITABLE
400
NATIONAL MULTIPLE SCLEROSIS SOCIETY
PO BOX 25489
RALEIGH
,
NC
27611
CHARITABLE
300
NATIONAL POLICE ASSOCIATION
PO BOX 1427
STAFFORD
,
TX
77497
CHARITABLE
100
NATIONAL PSORIASIS FOUNDATION
PO BOX 3469
PORTLAND
,
OR
97209
CHARITABLE
200
ON WINGS LIKE A DOVE
PO BOX 557
CLEMMONS
,
NC
27012
CHARITABLE
2,000
OPERATION HOMEFRONT
PO BOX 8209
TOPEKA
,
KS
66608
CHARITABLE
200
PARALYZED VETERANS OF AMERICA
PO BOX 921
WILTON
,
NH
03086
CHARITABLE
300
PARKINSON'S FOUNDATION
445 N PATTERSON AVE
WINSTON SALEM
,
NC
27101
CHARITABLE
300
PAUL'S CHAPEL
2791 W CENTER STREET EXT
LEXINGTON
,
NC
27295
CHARITABLE
7,000
PERKINS SCHOOL FOR BLIND
175 NORTH BEACON STREET
WATERTOWN
,
MA
02472
CHARITABLE
700
PIEDMONT CHALLENGE
PO BOX 77914
GREENSBORO
,
NC
27417
CHARITABLE
600
PIEDMONT INTERNATIONAL UNIVERSITY
420 S BROAD STREET
WINSTON SALEM
,
NC
27101
CHARITABLE
300
POLITICAL HEADQUARTERS
PO BOX 96425
WASHINGTON
,
DC
20090
CHARITABLE
300
PRAY IN JESUS' NAME MINISTRIES
PO BOX 96959
WASHINGTON
,
DC
20090
CHARITABLE
1,150
PROSTATE CANCER FOUNDATION
PO BOX 7015
ALBERT LEA
,
MN
58007
CHARITABLE
600
REDEEMER PRESBYTERIAN CHURCH
1046 MILLER ST
WINSTON SALEM
,
NC
27103
CHARITABLE
3,000
ROCK OF AGES MINISTRIES
PO BOX 2308
CLEVELAND
,
TN
37320
CHARITABLE
500
RONALD MCDONALDS HOUSE
419 S HAWTHORNE RD
WINSTON SALEM
,
NC
27103
CHARITABLE
300
ROOM AT THE INN OF THE TRIAD
PO BOX 13936
GREENSBORO
,
NC
27415
CHARITABLE
300
SAMARITAN MINISTRIES
414 E NORTHWEST BLVD
WINSTON SALEM
,
NC
27105
CHARITABLE
800
SECOND HARVEST FOOD BANK
3655 REED ST
WINSTON SALEM
,
NC
27107
CHARITABLE
1,500
SEDGEFIELD PRESBYTERIAN
4216 WAYNE RD
GREENSBORO
,
NC
27407
CHARITABLE
200
SENIOR SERVICES MEALS ON WHEELS
2895 SHOREFAIR DR
WINSTON SALEM
,
NC
27105
CHARITABLE
1,000
SOLUS CHRISTUS
PO BOX 416
EAST BEND
,
NC
27018
CHARITABLE
550
SPECIAL OLYMPICS
6835 S CANTON AVE
TUSLA
,
OK
74136
CHARITABLE
200
ST JUDE CHILDREN HOSPITAL
PO BOX 50
MEMPHIS
,
TN
38101
CHARITABLE
1,200
STAND FOR AMERICA
64 BEAVER STREET STE 503
NEW YORK
,
NY
10004
CHARITABLE
250
SUSAN G KOMEN
901 E ST NW
WASHINGTON
,
DE
20004
CHARITABLE
700
TARGET ISRAEL
PO BOX 701
FOREST
,
VA
24551
CHARITABLE
300
THE ALS ASSOCIATION
PO BOX 37022
BOONE
,
IA
50037
CHARITABLE
600
THE CENTER FOR MEDI
15333 CULVER DR STE 340-819
IRVINE
,
CA
92604
CHARITABLE
250
THE CENTERS FOR EXCEPTIONAL CHILDREN
2315 COLSEUM DR
WINSTON SALEM
,
NC
27106
CHARITABLE
300
THE FOUNDATION OF FORSYTH TECH
2100 SILAS CREEK PARKWAY
WINSTON SALEM
,
NC
27103
CHARITABLE
2,000
THE FRIENDS OF ISRAEL
PO BOX 908
BELLMAWR
,
NJ
08059
CHARITABLE
300
THE GIDEONS INTERNATIONAL
PO BOX 140800
NASHVILLE
,
TN
37214
CHARITABLE
300
THE GLAUCOMA FOUNDATION
80 MAIDEN LN STE 700
NEW YORK
,
NY
10273
CHARITABLE
600
THE HERITAGE FOUNDATION
PO BOX 97057
WASHINGTON
,
DC
20002
CHARITABLE
300
THE LEUKEMIA & LYMPHOMA SOCIETY
PO BOX 4281
PITTSFIELD
,
MA
01202
CHARITABLE
700
THE SALVATION ARMY
PO BOX 1176
WINSTON SALEM
,
NC
27102
CHARITABLE
2,000
THE SMILE TRAIN
41 MADISON AVE
NEW YORK
,
NY
10010
CHARITABLE
1,375
TRELLIS SUPPORTIVE
101 HOSPICE LANE
WINSTON SALEM
,
NC
27103
CHARITABLE
300
TRINITY CENTER
640 HOLLY AVE
WINSTON SALEM
,
NC
27101
CHARITABLE
800
TURNING POINT
PO BOX 3838
SAN DIEGO
,
CA
92163
CHARITABLE
800
UNITED AMERICAN PATRIOTS
110 SHIELDS PARK DR STE A
KERNERSVILLE
,
NC
27284
CHARITABLE
800
WINSTON-SALEM RESCUE MISSION
PO BOX 20424
WINSTON SALEM
,
NC
27120
CHARITABLE
1,500
WYCLIFFE BIBLE TRANSLATORS
PO BOX 628200
ORLANDO
,
FL
32682
CHARITABLE
550
Total
.................................
3a
108,046
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
82
4
Dividends and interest from securities
....
14
7,623
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
68,075
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
75,780
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
75,780
(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