-
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
CRESAP FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 21210
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY
,
OK
73156
A Employer identification number
20-4760218
B
Telephone number (see instructions)
(405) 755-5571
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)
$
12,997,530
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)
1,355,387
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
210,214
224,715
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,004,349
b
Gross sales price for all assets on line 6a
3,664,086
7
Capital gain net income (from Part IV, line 2)
...
996,567
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)
.......
22
571
12
Total.
Add lines 1 through 11
........
2,569,972
1,221,853
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)
.........
6,971
3,486
3,485
b
Accounting fees (attach schedule)
.......
4,510
2,255
2,255
c
Other professional fees (attach schedule)
....
129,698
68,055
61,643
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
12,724
5,763
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
7,432
16,571
7,306
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
161,335
96,130
74,689
25
Contributions, gifts, grants paid
.......
1,392,396
1,392,396
26
Total expenses and disbursements.
Add lines 24 and 25
1,553,731
96,130
1,467,085
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
1,016,241
b
Net investment income
(if negative, enter -0-)
1,125,723
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
.............
1,399,904
823,062
823,062
2
Savings and temporary cash investments
.........
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)
.......
7,380,265
9,630,839
9,630,839
c
Investments—corporate bonds (attach schedule)
.......
1,392,746
1,243,124
1,243,124
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
765,100
1,296,768
1,296,768
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
3,855
3,737
3,737
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
10,941,870
12,997,530
12,997,530
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
618
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)
.........
618
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
........
10,941,252
12,997,530
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)
.....
10,941,252
12,997,530
30
Total liabilities and net assets/fund balances
(see instructions)
.
10,941,870
12,997,530
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
10,941,252
2
Enter amount from Part I, line 27a
.....................
2
1,016,241
3
Other increases not included in line 2 (itemize)
3
1,040,037
4
Add lines 1, 2, and 3
..........................
4
12,997,530
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
12,997,530
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
PUBLICLY TRADED SECURITIES
b
PUBLICLY TRADED SECURITIES
c
FROM K-1 - RENAISSANCE ACCESS, LLC
P
d
FROM K-1 - RENAISSANCE ACCESS, LLC
P
e
FROM K-1 - HUMPHREYS FUND I, LLC
P
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
1,182,850
413,953
768,897
b
2,481,136
2,270,142
210,994
c
-9,408
d
24,829
e
1,155
100
100
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
768,897
b
210,994
c
-9,408
d
24,829
e
1,155
100
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
996,567
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
1,382,887
10,813,653
0.127883
2017
1,108,149
9,887,055
0.112081
2016
973,894
9,612,396
0.101316
2015
1,366,005
10,437,403
0.130876
2014
577,028
10,605,297
0.054409
2
Total
of line 1, column (d)
.....................
2
0.526565
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
0.105313
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
11,434,903
5
Multiply line 4 by line 3
......................
5
1,204,244
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
11,257
7
Add lines 5 and 6
........................
7
1,215,501
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,467,085
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
11,257
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
11,257
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
11,257
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
5,843
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
15,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
20,843
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
104
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
9,482
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
9,482
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
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)
OK
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
WWW.CRESAPFOUNDATION.ORG
14
The books are in care of
FOUNDATION MANAGEMENT INC
Telephone no.
(405) 755-5571
Located at
PO BOX 21210
OKLAHOMA CITY
OK
ZIP+4
73156
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
JOHN D CRESAP
PRESIDENT
1.00
0
0
0
1024 E BRITTON ROAD SUITE 100
OKLAHOMA CITY
,
OK
73131
CHARLES CRESAP
TREASURER
1.00
0
0
0
1024 E BRITTON ROAD SUITE 100
OKLAHOMA CITY
,
OK
73131
GAIL CRESAP
SECRETARY
1.00
0
0
0
1024 E BRITTON ROAD SUITE 100
OKLAHOMA CITY
,
OK
73131
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
11,018,227
b
Average of monthly cash balances
.......................
1b
587,016
c
Fair market value of all other assets (see instructions)
................
1c
3,796
d
Total
(add lines 1a, b, and c)
.........................
1d
11,609,039
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
11,609,039
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
174,136
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
11,434,903
6
Minimum investment return.
Enter 5% of line 5
..................
6
571,745
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
571,745
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
11,257
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
11,257
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
560,488
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
560,488
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
560,488
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
1,467,085
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
1,467,085
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
11,257
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,455,828
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
560,488
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
......
54,837
b
From 2015
......
858,873
c
From 2016
......
495,142
d
From 2017
......
629,688
e
From 2018
......
861,958
f
Total
of lines 3a through e
........
2,900,498
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,467,085
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
.....
560,488
e
Remaining amount distributed out of corpus
906,597
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
3,807,095
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)
...
54,837
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
3,752,258
10
Analysis of line 9:
a
Excess from 2015
....
858,873
b
Excess from 2016
....
495,142
c
Excess from 2017
....
629,688
d
Excess from 2018
....
861,958
e
Excess from 2019
....
906,597
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).)
JOHN D CRESAP
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 e-mail address of the person to whom applications should be addressed:
FOUNDATION MANAGEMENT INC
2932 NW 122ND STE D
OKLAHOMA CITY
,
OK
73120
(405) 755-5571
b
The form in which applications should be submitted and information and materials they should include:
THE TRUSTEES INVITE PROPOSALS FROM 501(C)3 ORGANIZATIONS. A LETTER OF INTENT SUMMARIZING THE PROJECT FOR FUNDING MUST BE SUBMITTED BY MAY 1, 2020. THE TRUSTEES WILL REVIEW ALL LETTERS OF INTENT RECEIVED THROUGH THE ONLINE GRANT APPLICATION PROCESS BY JUNE 2020. THE TRUSTEES WILL REVIEW ALL GRANT APPLICATIONS AND APPROVED GRANTS WILL BE FUNDED IN OCTOBER 2020. ALL APPLICANTS WILL BE NOTIFIED OF FINAL GRANTING DECISIONS.
c
Any submission deadlines:
LETTER OF INQUIRY DEADLINE: MAY 1, 2020
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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
ABERCROMBIE & KENT PHILANTHROPY INC
1411 OPUS PLACE
DOWNERS GROVE
,
IL
60515
NONE
PC
CLIMATE CHANGE- MCCLINTOCK
10,000
AKILAH FOUNDATION
1875 CONNECTICUT AVE NW 10TH FLOOR
WASHINGTON
,
DC
20009
NONE
PC
RURAL SCHOLARSHIPS FOR AKILAH STUDENTS
25,000
ALLIED ARTS
1015 N BROADWAY 200
OKLAHOMA CITY
,
OK
73102
NONE
PC
2019 ALLIED ARTS CAMPAIGN
10,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FLOOR 17
CHICAGO
,
IL
60601
NONE
PC
GENERAL OPERATIONS - DAN GLADES
5,000
ANNA'S HOUSE FOUNDATION
3001 E MEMORIAL RD 200
EDMOND
,
OK
73013
NONE
PC
COMMUNITY CENTER
10,000
BOYS & GIRLS CLUBS OF BARTLESVILLE
401 S SEMINOLE AVE
BARTLESVILLE
,
OK
74003
NONE
PC
CAPITAL CAMPAIGN FOR C.J. "PETE" SILAS BOYS & GIRLS CLUB
50,000
BOYS & GIRLS CLUBS OF NOWATA
300 S PINE ST
NOWATA
,
OK
74048
NONE
PC
NORTHEAST OKLAHOMA FEEDING PROGRAM
22,132
CALM WATERS CENTER FOR CHILDREN
4334 NW EXPRESSWAY SUITE 101
OKLAHOMA CITY
,
OK
73116
NONE
PC
OPERATIONAL COSTS
5,000
CARGO RANCH
8895 COKER ROAD
SHAWNEE
,
OK
74804
NONE
PC
VOLUNTEER PARKING LOT
5,000
CASA OF NORTHEAST OKLAHOMA INC
658 S LYNN RIGGS BLVD
CLAREMORE
,
OK
74017
NONE
PC
CHILD ADVOCACY SERVICES TO CRAIG, DELAWARE,
15,000
CASA OF OKLAHOMA COUNTY
1608 NW EXPRESSWAY SUITE 101
OKLAHOMA CITY
,
OK
73118
NONE
PC
OPERATIONAL EXPANSION
5,000
CENTER FOR CHILDREN AND FAMILIES
726 WEST SHERIDAN AVENUE SUITE 170
OKLAHOMA CITY
,
OK
73102
NONE
PC
BOYS & GIRLS CLUB OF NORMAN AT CCFI
10,000
CENTRALIA VOLUNTEER FIRE COMPANY
110 N WASHINGTON STREET
VINITA
,
OK
74301
NONE
NC
TRUCK 4 REPLACEMENT
17,500
CHILDREN'S HOSPITAL FOUNDATION
6501 BROADWAY EXT SUITE 190
OKLAHOMA CITY
,
OK
73116
NONE
PC
ADOLESCENT MEDICINE - DISORDERED EATING PROGRAM - COMPREHENSIVE DATABASE
10,000
CITY CARE INC
2000 N CLASSEN BLVD
OKLAHOMA CITY
,
OK
73106
NONE
PC
TRANSFORM THE NIGHT 2020
10,000
COMMUNITIES FOUNDATION OF OKLAHOMA
2932 NW 122ND SUITE D
OKLAHOMA CITY
,
OK
73120
NONE
PC
CRESAP FAMILY FOUNDATION SCHOLARSHIP
3,830
COMMUNITY CRISIS CENTER INC
PO BOX 1390
ELGIN
,
IL
60121
NONE
PC
DOMESTIC VIOLENCE SHELTER
10,000
COUNTY OF CRAIG - VINITA SCHOOL DISTRICT 65
114 S SCRAPER STREET
VINITA
,
OK
74301
NONE
NC
ADVENTURE ACADEMY 2019
52,158
CRAIG COUNTY NEIGHBORS HELPING NEIGHBORS
224 W SEQUOYAH AVE
VINITA
,
OK
74301
NONE
PC
CRAIG COUNTY NEIGHBORS HELPING NEIGHBORS
10,000
DAILY LIVING CENTERS
3000 N ROCKWELL AVE
BETHANY
,
OK
73008
NONE
PC
VEHICLE REPLACEMENT MATCHING GRANT
25,000
DALE K GRAHAM VETERANS FUND
PO BOX 592
WASHINGTON
,
OK
73093
NONE
PC
VOUCHERS FOR MEDICAL APPOINTMENTS FOR LOW-INCOME VETERANS
25,000
DEADCENTER FILM FESTIVAL
415 COUCH DRIVE
OKLAHOMA CITY
,
OK
73102
NONE
PC
FILM FESTIVAL 2019
5,000
DOCSERVICES INC
PO BOX 848
MIAMI
,
OK
74355
NONE
PC
GENERAL OPERATIONS
13,000
EASTERN TRAILS MUSEUM
215 W ILLINOIS AVE
VINITA
,
OK
74301
NONE
PC
TEMPORARY SPECIAL EXHIBITS
5,500
FIELDS AND FUTURES
7001 NW 164TH STREET
EDMOND
,
OK
73013
NONE
PC
PATHWAY TO GREATNESS - LEVEL THE PLAYING FIELD
10,000
FIRST TEE OF METRO OKLAHOMA CITY
600 N MARTIN LUTHER KING
OKLAHOMA CITY
,
OK
73101
NONE
PC
EXPAND FIRST TEE PROGRAMS
10,000
FREEDOM OKLAHOMA
4001 CLASSEN BLVD 116
OKLAHOMA CITY
,
OK
73118
NONE
PC
COLLEGE SUMMIT
5,000
FRIENDS OF VIRGIN ISLANDS NATIONAL PARK
PO BOX 811
ST JOHN
,
VI
00831
NONE
PC
ANNUAL GALA
500
GM SUTTON AVIAN RESEARCH CENTER
PO BOX 2007
BARTLESVILLE
,
OK
74005
NONE
PC
PROTECTING OUR NATURAL HERITAGE
5,000
GIRL SCOUTS OF WESTERN OKLAHOMA INC
6100 NORTH ROBINSON AVENUE
OKLAHOMA CITY
,
OK
73118
NONE
PC
CAMP THE CITY CAPITAL CAMPAIGN
50,000
HEARTLINE OKLAHOMA
3801 NW 63RD STREET
OKLAHOMA CITY
,
OK
73116
NONE
PC
YOUTH SUICIDE INTERVENTION
10,000
HOME OF HOPE INC
420 N BREWER ST
VINITA
,
OK
74301
NONE
PC
GENERAL OPERATIONS
30,000
HOMELESS ALLIANCE
1724 NW 4TH ST
OKLAHOMA CITY
,
OK
73106
NONE
PC
GENERAL OPERATIONS
12,500
HONORING AMERICA'S WARRIORS
1301 CORNELL PKWY 700
OKLAHOMA CITY
,
OK
73108
NONE
PC
WOUNDED WARRIOR SERVICE DOG PROGRAM
5,000
IT'S MY COMMUNITY
3 E MAIN
OKLAHOMA CITY
,
OK
73104
NONE
PC
SAFE FAMILIES
10,000
JESUS HOUSE
1335 W SHERIDAN AVE
OKLAHOMA CITY
,
OK
73146
NONE
PC
GENERAL OPERATIONS
12,500
JOURNEY HOME
1724 NW 4TH ST
OKLAHOMA CITY
,
OK
73106
NONE
PC
GENERAL OPERATIONS
5,000
LEADERSHIP OKLAHOMA
3037 NW 63RD STREET
OKLAHOMA CITY
,
OK
73116
NONE
PC
YOUTH LEADERSHIP PROGRAM
5,000
LIFE CHANGE ACADEMY
4509 TAMARISK DR
OKLAHOMA CITY
,
OK
73142
NONE
PC
BALLROMM BLITZ
10,000
LIMBS FOR LIFE FOUNDATION
9604 N MAY AVENUE
OKLAHOMA CITY
,
OK
73120
NONE
PC
PROSTHETIC LIMBS FOR OKLAHOMA AMPUTEES
10,000
MAKE-A-WISH FOUNDATION
5201 N SHARTEL AVE
OKLAHOMA CITY
,
OK
73118
NONE
PC
W.I.S.H.E.S
25,000
MARY MARTHA OUTREACH (EASTERN OK)
1845 W 4TH ST
BARTLESVILLE
,
OK
74005
NONE
PC
LOVE CHANGING LIVES AT MARY MARTHA OUTREACH
15,000
MAYES COUNTY HOPE COALITION
2 1/2 S AIDAIR STREET
PRYOR
,
OK
74361
NONE
PC
MAYES COUNTY HOPE COALITION
9,326
MENTAL HEALTH ASSOCIATION OKLAHOMA
400 N WALKER AVENUE
OKLAHOMA CITY
,
OK
73102
NONE
PC
PROGRAMS AND OPERATIONS IN CENTRAL OKLAHOMA
10,000
NATIONAL COWBOY & WESTERN HERITAGE MUSEUM
1700 NE 63RD STREET
OKLAHOMA CITY
,
OK
73111
NONE
PC
GENERAL OPERATIONS
30,000
NEIGHBORHOOD SERVICES ORGANIZATION INC
431 SW 11TH ST
OKLAHOMA CITY
,
OK
73109
NONE
PC
NSO OPERATIONS
20,000
NEW LIFE RANCH
160 NEW LIFE RANCH DRIVE
COLCORD
,
OK
74338
NONE
PC
THE COLCORD LAUNCH CENTER
10,000
NEXUS EQUINE
PO BOX 54572
OKLAHOMA CITY
,
OK
73154
NONE
PC
ADOPTION AND TRANSPORT PROGRAM
5,000
OCEAN REEF MEDICAL CENTER FOUNDATION
50 BARRACUDA LANE
KEY LARGO
,
FL
33037
NONE
PC
FOUNDERS SOCIETY
25,000
OKLAHOMA AIDS CARE FUND
6608 N WESTERN 219
OKLAHOMA CITY
,
OK
73116
NONE
PC
GENERAL OPERATIONS
15,000
OKLAHOMA ARTS INSTITUTE
111 NW 9TH ST
OKLAHOMA CITY
,
OK
73102
NONE
PC
GENERAL OPERATIONS
10,000
OKLAHOMA CENTER FOR NONPROFITS
720 W WILSHIRE BLVD
OKLAHOMA CITY
,
OK
73116
NONE
PC
2019 VISIONS
3,000
OKLAHOMA CITY FAMILY JUSTICE CENTER
1140 N HUDSON AVENUE
OKLAHOMA CITY
,
OK
73103
NONE
PC
PALOMAR
20,000
OKLAHOMA CITY PUBLIC SCHOOLS FOUNDATION
431 WEST MAIN STREET
OKLAHOMA CITY
,
OK
73102
NONE
PC
PIA - TSHIRTS FOR MLK
4,200
OKLAHOMA CONTEMPORARY ARTS CENTER
NW 11TH AND BROADWAY
OKLAHOMA CITY
,
OK
73103
NONE
PC
ARTS EXPERIENCES FOR THE UNDERSERVED
10,000
OKLAHOMA HALL OF FAME
1400 CLASSEN DRIVE
OKLAHOMA CITY
,
OK
73106
NONE
PC
GENERAL OPERATIONS
5,000
OKLAHOMANS FOR EQUALITY
621 E 4TH STREET
TULSA
,
OK
74120
NONE
PC
EQUALITY GALA AMBER SPONSOR
10,000
OKLAHOMANS FOR THE ARTS
111 NW 9TH STREET
OKLAHOMA CITY
,
OK
73102
NONE
PC
STRATEGIC MEMBERSHIP
250
OTHER OPTIONS INC
3636 NW 51ST ST
OKLAHOMA CITY
,
OK
73112
NONE
PC
2019 REQUESTS
12,000
PIVOT
201 NE 50TH STREET
OKLAHOMA CITY
,
OK
73105
NONE
PC
GENERAL OPERATIONS
65,000
POSITIVE TOMORROWS
PO BOX 61190
OKLAHOMA CITY
,
OK
73146
NONE
PC
CAPITAL CAMPAIGN AND GENERAL OPERATIONS
55,000
PRICE TOWERS ARTS CENTER
PO BOX 2464
BARTLESVILLE
,
OK
74005
NONE
PC
2019 CHALLENGE GRANT
10,000
RANCHING HERITAGE ASSOCIATION
3121 4TH ST
LUBBOCK
,
TX
79409
NONE
PC
LIVING LEGACY
5,000
REGIONAL FOOD BANK
3355 S PURDUE AVE
OKLAHOMA CITY
,
OK
73137
NONE
PC
GENERAL OPERATIONS
250,000
REMERGE
1140 N HUDSON AVENUE
OKLAHOMA CITY
,
OK
73103
NONE
PC
GENERAL SUPPORT
10,000
SPECIAL CARE INC
12201 NORTH WESTERN AVENUE
OKLAHOMA CITY
,
OK
73114
NONE
PC
PROGRAM SUPPORT
25,000
ST JOHN'S EPISCOPAL CHURCH
5401 N BROOKLINE AVENUE
OKLAHOMA CITY
,
OK
73112
NONE
PC
KITCHEN CONSTRUCTION
15,000
SUNBEAM FAMILY SERVICES
1100 NW 14TH STREET
OKLAHOMA CITY
,
OK
73106
NONE
PC
GENERAL OPERATIONS
22,000
TEEM
1501 N CLASSEN BLVD
OKLAHOMA CITY
,
OK
73106
NONE
PC
ANNUAL LUNCHEON
5,000
TEEN CHALLENGE OF OKLAHOMA
909 S MERIDIAN AVENUE
OKLAHOMA CITY
,
OK
73108
NONE
PC
BRUSH CREEK YOUTH RANCH
15,000
THE DRAGONFLY HOME
PO BOX 94613
OKLAHOMA CITY
,
OK
73143
NONE
PC
HUMAN TRAFFICKING RELIEF AND RESTORATION CENTER
10,000
TOWN OF LENAPAH
401 SHAWNEE AVENUE
LENAPAH
,
OK
74042
NONE
NC
LENAPAH PARK IMPROVEMENT
5,000
UNITED WAY OF CENTRAL OKLAHOMA
1444 NW 28TH STREET
OKLAHOMA CITY
,
OK
73106
NONE
PC
2018/2019 CAMPAIGN
50,000
UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL ROAD
NORMAN
,
OK
73072
NONE
PC
CHAMPIONS OF MAGIC
36,000
VINITA DAY CENTER
131 S WILSON STREET
VINITA
,
OK
74301
NONE
NC
SUPPORT
6,000
VINITA FFA ALLUMNI & SUPPORTERS
1238 W ASHLAND AVENUE
VINITA
,
OK
74301
NONE
NC
ROOM TO GROW VINITA FFA
15,000
WASHINGTON COUNTY ELDER CARE INC
1223 SWAN DR
BARTLESVILLE
,
OK
74006
NONE
PC
DAYBREAK ADULT DAYHEALTH PROGRAM
5,000
Total
.................................
3a
1,392,396
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
...........
4
Dividends and interest from securities
....
14
210,214
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
1,004,349
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
CLASS ACTION SETTLEMENT - SALIX PHARMACEUTICALS LTD
01
22
b
FROM K-1 - RENAISSANCE ACCESS, LLC
14
549
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
1,215,134
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,215,134
(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