-
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
THE TINKER FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
55 EAST 59TH STREET No 21 FL
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK
,
NY
10022
A Employer identification number
51-0175449
B
Telephone number (see instructions)
(212) 421-6858
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)
$
85,835,052
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
95,834
95,834
4
Dividends and interest from securities
...
2,248,383
2,259,805
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,734,804
b
Gross sales price for all assets on line 6a
1,831,000
7
Capital gain net income (from Part IV, line 2)
...
1,712,031
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)
.......
-220,578
-220,578
12
Total.
Add lines 1 through 11
........
3,858,443
3,847,092
13
Compensation of officers, directors, trustees, etc.
293,000
39,750
253,250
14
Other employee salaries and wages
......
442,212
21,630
420,582
15
Pension plans, employee benefits
.......
236,599
20,047
234,552
16a
Legal fees (attach schedule)
.........
29,727
0
29,727
b
Accounting fees (attach schedule)
.......
22,500
0
22,500
c
Other professional fees (attach schedule)
....
595,756
415,358
185,070
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
35,077
1,490
0
19
Depreciation (attach schedule) and depletion
...
56,531
4,906
20
Occupancy
..............
82,611
7,170
75,441
21
Travel, conferences, and meetings
.......
68,060
0
68,060
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
129,845
11,269
118,576
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,991,918
521,620
1,407,758
25
Contributions, gifts, grants paid
.......
3,756,201
3,765,250
26
Total expenses and disbursements.
Add lines 24 and 25
5,748,119
521,620
5,173,008
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-1,889,676
b
Net investment income
(if negative, enter -0-)
3,325,472
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
.............
500
500
500
2
Savings and temporary cash investments
.........
4,795,563
3,855,704
3,855,704
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
..........
191,339
13,995
13,995
10a
Investments—U.S. and state government obligations (attach schedule)
1,980,580
2,994,540
2,994,540
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
71,782,973
78,566,161
78,566,161
14
Land, buildings, and equipment: basis
2,282,856
Less: accumulated depreciation (attach schedule)
1,887,793
451,594
395,063
395,063
15
Other assets (describe
)
17,676
9,089
9,089
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
79,220,225
85,835,052
85,835,052
17
Accounts payable and accrued expenses
..........
14,551
3,605
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
)
331,948
370,359
23
Total liabilities
(add lines 17 through 22)
.........
346,499
373,964
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
78,873,726
85,461,088
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
78,873,726
85,461,088
30
Total liabilities and net assets/fund balances
(see instructions)
.
79,220,225
85,835,052
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
78,873,726
2
Enter amount from Part I, line 27a
.....................
2
-1,889,676
3
Other increases not included in line 2 (itemize)
3
8,533,450
4
Add lines 1, 2, and 3
..........................
4
85,517,500
5
Decreases not included in line 2 (itemize)
5
56,412
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
85,461,088
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
JPM T-NOTE
P
b
BRANDYWINE K-1
P
c
DAVIDSON KEMPNER INSTITUTIONAL K-1
P
d
HIGHCLERE INTERNATIONAL K-1
P
e
MASON
P
INDEPENDENT FRANCHISE PARTNERS
P
SILCHESTER INTERNATIONAL
P
PARK STREET CAPITAL PRIVATE EQUITY K-1
P
PIMCO TOTAL RETURN
P
VANGUARD INSTITUTIONAL FUND
P
VANGUARD EMERGING MARKETS
P
VANGUARD SMALL CAP INDEX FUND
P
VALINOR CAPITAL PARTNERS
P
WESTBROOK REAL ESTATE PARTNERS K-1
P
BOOK/TAX DIFFERENCE
P
ADD BACK UBIT LOSS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
27,255
27,255
b
7,460
7,460
c
323,155
323,155
d
22,127
22,127
e
10,350
10,350
653,909
653,909
290,103
290,103
16,561
16,561
5,977
-5,977
118,960
118,960
361,120
361,120
0
90,219
-90,219
0
22,786
-22,786
13
13
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
27,255
b
7,460
c
323,155
d
22,127
e
10,350
653,909
290,103
16,561
-5,977
118,960
361,120
0
-90,219
0
-22,786
13
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
1,712,031
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
4,946,520
85,984,797
0.057528
2017
3,862,237
84,565,721
0.045671
2016
4,875,443
78,472,530
0.062129
2015
4,931,560
83,261,543
0.059230
2014
4,847,696
87,626,008
0.055323
2
Total
of line 1, column (d)
.....................
2
0.279881
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
0.055976
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
82,076,265
5
Multiply line 4 by line 3
......................
5
4,594,301
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
33,255
7
Add lines 5 and 6
........................
7
4,627,556
8
Enter qualifying distributions from Part XII, line 4
,.............
8
5,173,008
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
33,255
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
33,255
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
33,255
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
25,428
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
20,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
45,428
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
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
12,173
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
12,173
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
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.TINKER.ORG
14
The books are in care of
THE ORGANIZATION
Telephone no.
(212) 421-6858
Located at
55 EAST 59TH STREET No 21 FL
NEW YORK
NY
ZIP+4
10022
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
No
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
SALLY GROOMS COWAL
DIRECTOR
0.30
4,000
0
0
55 EAST 59TH STREET
NEW YORK
,
NY
10022
ARTURO C PORZECANSKI
DIRECTOR
0.30
4,000
0
0
55 EAST 59TH STREET
NEW YORK
,
NY
10022
DR LUIS F RUBIO
SECRETARY
0.30
4,000
0
0
55 EAST 59TH STREET
NEW YORK
,
NY
10022
SUSAN SEGAL
DIRECTOR
0.30
2,000
0
0
55 EAST 59TH STREET
NEW YORK
,
NY
10022
ALAN STOGA
CHAIR
0.30
4,000
0
0
55 EAST 59TH STREET
NEW YORK
,
NY
10022
KATHLEEN M WALDRON
TREASURER
0.30
4,000
0
0
55 EAST 59TH STREET
NEW YORK
,
NY
10022
BRADFORD SMITH
DIRECTOR
0.30
0
0
0
55 EAST 59TH STREET
NEW YORK
,
NY
10022
SHANNON O'NEIL
DIRECTOR
0.30
4,000
0
0
55 EAST 59TH STREET
NEW YORK
,
NY
10022
CAROLINE KRONLEY
PRESIDENT
40.00
265,000
45,385
0
55 EAST 59TH STREET
NEW YORK
,
NY
10022
TATIANA MARTINS
DIRECTOR
0.30
2,000
0
0
55 EAST 59TH STREET
NEW YORK
,
NY
10022
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
MARGARET CUSHING
ASSOCIATE DIRECTOR
35.00
179,757
55,430
0
55 EAST 59TH STREET
NEW YORK
,
NY
10022
SUSAN VEGA
DR. OF FINANCE & ADM
35.00
108,285
32,519
0
55 EAST 59TH STREET
NEW YORK
,
NY
10022
AVI RICHMAN
PROGRAM OFFICER
35.00
82,535
31,257
0
55 EAST 59TH STREET
NEW YORK
,
NY
10022
ANGELINA PIENCZYKOWSKI
GRANTS MANAGER
35.00
75,325
23,429
0
55 EAST 59TH STREET
NEW YORK
,
NY
10022
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
SILCHESTER INTERNATIONAL
INVESTMENT MANAGEMENT
135,615
780 3RD AVENUE
NEW YORK
,
NY
10017
DAVIDSON KEMPNER INSTITUTIONAL FUND
INVESTMENT MANAGEMENT
119,325
65 EAST 55TH STREET
NEW YORK
,
NY
10022
CAMBRIDGE ASSOCIATES
INVESTMENT ADVISOR
103,583
100 SUMMER STREET
BOSTON
,
MA
02110
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
79,780,452
b
Average of monthly cash balances
.......................
1b
3,532,928
c
Fair market value of all other assets (see instructions)
................
1c
12,777
d
Total
(add lines 1a, b, and c)
.........................
1d
83,326,157
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
83,326,157
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,249,892
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
82,076,265
6
Minimum investment return.
Enter 5% of line 5
..................
6
4,103,813
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
4,103,813
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
33,255
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
33,255
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4,070,558
4
Recoveries of amounts treated as qualifying distributions
................
4
9,049
5
Add lines 3 and 4
............................
5
4,079,607
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
4,079,607
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
5,173,008
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
5,173,008
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
33,255
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
5,139,753
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
4,079,607
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
......
589,395
b
From 2015
......
867,636
c
From 2016
......
1,009,987
d
From 2017
......
e
From 2018
......
580,432
f
Total
of lines 3a through e
........
3,047,450
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
5,173,008
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
.....
4,079,607
e
Remaining amount distributed out of corpus
1,093,401
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
4,140,851
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)
...
589,395
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
3,551,456
10
Analysis of line 9:
a
Excess from 2015
....
867,636
b
Excess from 2016
....
1,009,987
c
Excess from 2017
....
d
Excess from 2018
....
580,432
e
Excess from 2019
....
1,093,401
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SEE WWWTINKERORG
55 EAST 59TH STREET
NEW YORK
,
NY
10022
(212) 421-6858
b
The form in which applications should be submitted and information and materials they should include:
SEE WWW.TINKER.ORG
c
Any submission deadlines:
SEE WWW.TINKER.ORG
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE WWW.TINKER.ORG
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
ACEAA
Pasaje Flores Quintela entre calles
13 y 14 Edif Nro 7 oficina 1B Cal
La Paz
,
La Paz
0000
BL
NC
Strengthening and scaling up locally managed water systems in the Apolo municipality (La Paz Department, Bolivia)
149,000
Administrators of The Tulane Educational Fund aka Tulane University
6823 Saint Charles Ave 100 Jones
Hall
New Orleans
,
LA
70118
PC
Tinker Field Research Grant
15,000
Asociacion Estrella de Mar
MAIA Colegio Impacto Km 137 Caserio
Xolbe Canton El Tablon
Solola
,
Solola
07001
GT
NC
Driven by Data: Piloting Data-sharing Among NGO-led School Districts in Guatemala
10,000
Asociacion La Voz de Guanacaste
de Colono Agropecuario 300 este y
25 sur
Nicoya
,
Guanacaste
50102
CS
NC
Launching the Centro Latinoamericano de Investigacion y Periodismo (CLIP)
40,000
Association of the Bar of the City of New York Fund Inc
42 West 44th St
New York
,
NY
100366690
PC
Keep Families Together Workshop for U.S. and Latin American Legal Organizations
9,500
Atlas Economic Research Foundation
Two Liberty Center 4075 Wilson
Boulevard Suite 310
Arlington
,
VA
22203
PC
General Program Support for Alamos Alliance XXVII Conference
10,000
Brazil Foundation
345 Seventh Ave 1401
New York
,
NY
10001
PC
General Support
5,000
Due Process of Law Foundation
1779 Massachusetts Ave NW Suite 710
Washington
,
DC
20036
PC
Promoting Autonomy, Transparency, and Accountability of Prosecutor's Offices in Latin America
80,000
Earth Innovation Institute
98 Battery Street Suite 250
San Francisco
,
CA
94111
PC
Implementing the Policy and Institutional Framework for the Sustainable Development of Para's Fisheries
125,000
Environmental Law Institute
1730 M St NW Suite 700
Washington
,
DC
20036
PC
Enabling Sustainable Small-Scale Fisheries in Yucatan and Quintana Roo Through Innovative Ocean Governance
155,000
Fabretto Children's Foundation Inc
1563 Sherman Ave Suite 201
Evanston
,
IL
60201
PC
Enhancing and Evaluating Tutorial Learning Systems (SAT) Impact on Rural Nicaraguan Youth and Communities
155,000
Facultad de Derecho de la Universidad de Buenos Aires
Avenida Figueroa Alcorta 2263
Ciudad de Buenos Aires
,
Distrito Federal
C1425CKB
AR
NC
Building a Network of Public Interest and Human Rights Law Clinics in Argentina
10,000
Florida International University Board of Trustees
11200 SW 8th Street
Miami
,
FL
33199
PC
Tinker Field Research Grant
15,000
Forest Trends Association
1203 19th St NW 4R
Washington
,
DC
20036
PC
Green Infrastructure for Water Security: Building Broad Capacity in Latin America
150,000
Fundacion AlvarAlice
Edificio Avenida 100 Cra 100 No
16-20 Oficina 501
Cali
,
Valle del Cauca
CO
NC
Expansion of the Employability Skills Training Program for At-Risk Youth
130,000
Fundacion Espacio Publico
Santa Lucia 188 piso 7
Santiago
,
Santiago
CI
NC
The Criminal Justice System in the Fight Against Corruption in Latin America
150,000
Fundacion La Voz Publica para la Verificacion del Discurso Publico
Av Cordoba 5869 Office 7 A
Buenos Aires
,
Buenos Aires
1414
AR
NC
Innovation to Reach and Engage Citizens with Facts and Evidence in Public Policy Debates
140,000
Fundacion para el Avance de las Reformas y las Oportunidades--Grupo FARO
Av Diego de Almagro y Pedro Ponce
Carrasco
Quito
,
Pichincha
170508
EC
NC
Learning Communities Initiative: Promoting Inclusion, Academic Success and Social Cohesion in Ecuador
130,000
Galapagos Conservancy
11150 Fairfax Blvd Suite 408
Fairfax
,
VA
22030
PC
A Public-Private Partnership for Education Transformation in the Galapagos
200,000
Glasswing International USA
25 Broadway 9th Floor
New York
,
NY
10004
PC
General Support
10,000
Hiperderecho
Av Benavides 1180 Piso 6
Lima
,
Lima
15047
PE
NC
Increasing access to justice for gender-based online violence victims in Peru
60,000
Hispanics In Philanthropy
414 13th Street Suite 200
Oakland
,
CA
94612
PC
Venezuelan Migrant Crisis: Coordinating a Philanthropic Response
30,000
Hispanics In Philanthropy
414 13th Street Suite 200
Oakland
,
CA
94612
PC
General Support
4,500
Hispanics In Philanthropy
414 13th Street Suite 200
Oakland
,
CA
94612
PC
General Support
500
Hispanics in Philanthropy
414 13th Street Suite 200
Oakland
,
CA
94612
PC
General Support
10,000
Instituto Atuacao
Rua Mauricio Caillet 47
Curitiba
,
Parana
80250-110
BR
NC
Model City Project
60,000
Instituto Igarape
Rua Visconde de Caravelas 14
Pavimento Quinta Parte
Rio de Janeiro
,
Rio de Janeiro
22071-022
BR
NC
Refinement and Scale-up of the OKA Information Platform for Migrants
54,000
International Rescue Committee Inc
122 East 42nd Street 12th Floor
New York
,
NY
10168
PC
Assessing and Improving Learning for Venezuelan Students in Colombian Classrooms
100,000
Jesuit Refugee Service USA
1016 16th St NW Suite 500
DC
,
DC
20036
PC
General Program Support for Venezuela
10,000
Latin American Studies Association Inc
416 Bellefield Hall University of
Pittsburgh
Pittsburgh
,
PA
15260
PC
XXXVIII International Congress (LASA2020) of the Latin American Studies Association
37,500
Mexico Evalua Centro de Analisis de Politicas Publicas AC
Jaime Balmes No11 Edificio D
Alcalda Miguel Hidalgo
,
Distrito Federal
11510
MX
NC
Strengthening Independence and Transparency in Mexican Judicial Governing Bodies
100,000
Michigan State University
International Center 427 N Shaw
Lane 300
East Lansing
,
MI
48824
PC
Tinker Field Research Grant
10,000
Namati Inc
1616 P St NW Suite 101
Washington
,
DC
20036
PC
Building a Grassroots Justice Community in Latin America
65,000
National Center for Civic Innovation Inc
2 Metrotech Center 9th Floor
Brooklyn
,
NY
11201
PC
Multi-City Challenge 2019-2020: Collective Intelligence for Sustainable Cities in Northern Mexico
45,000
Nature and Culture International
1400 Maiden Lane
Del Mar
,
CA
92014
PC
Creating the First Water Protection Areas in Ecuador
126,000
New York Botanical Garden
2900 Southern Boulevard
Bronx
,
NY
10458
PC
Equipping Community Participation in Management and Monitoring of Amazon Forests
100,000
Nossas Cidades
Rua Visconde de Piraja 102 casa 18
Rio de Janeiro
,
Rio de Janeiro
BR
NC
Building Tools for Digital-Age Advocacy in Latin America
100,000
Ohio State University Foundation
2009 Millikin Road
Columbus
,
OH
43212
PC
Tinker Field Research Grant
10,000
Philanthropy New York
320 East 43rd Street
New York
,
NY
10017
PC
General Support
7,250
Radio Ambulante Studios Inc
560 RIVERSIDE DR APT 5P
New York
,
NY
10027
PC
General Support
10,000
Rainforest Alliance Inc
125 Broad Street 9th Floor
New York
,
NY
10279
PC
Transforming Ejidatario Livelihoods and the Mexican Forestry Sector through a New Model for Landscape-scale Value Chain Development
122,000
Reaching U A Foundation for Uruguay
PO Box 729
New York
,
NY
10108
PC
General Support
10,000
Regents of the University of California at San Diego
9500 Gilman Drive MC 0548
La Jolla
,
CA
92093
PC
Tinker Field Research Grant
15,000
Regents of the University of Michigan
500 Church Street Suite 500
Ann Arbor
,
MI
48109
PC
Tinker Field Research Grant
15,000
San Diego State University Foundation
5250 Campanile Drive
San Diego
,
CA
92182
PC
Tinker Field Research Grant
10,000
Save the Children Federation Inc
501 Kings Highway East Suite 400
Fairfield
,
CT
06825
PC
Assessing Social-Emotional Learning in the National Curriculum to Improve the Quality of Education Evaluation in El Salvador
95,000
Scalabrini International Migration Network
307 East 60th Street
New York
,
NY
10022
PC
General Program Support for SIMN's work in Bogota, Colombia on behalf of Venezuelan migrants
10,000
Seattle Int'l Foundation
1601 5th Ave
Seattle
,
WA
98101
PC
General Support
15,000
Seeds for Progress Foundation Inc
2333 Ponce de Leon Blvd Suite 600
Coral Gables
,
FL
33145
PC
Coffee School / Escuela y Cafe
105,000
Solutions Journalism Network Inc
79 Madison Avenue Suite 224
New York
,
NY
10016
PC
Spreading Solutions Journalism in Latin America
115,000
Sonoran Institute
100 N Stone Ave Suite 400
Tucson
,
AZ
85701
PC
Developing Institutional and Community Solutions to Drive Large-Scale Restoration of the Colorado River Delta
200,000
The Arizona Board of Regents for the University of Arizona
1303 E University Blvd Box 3
Tucson
,
AZ
857190521
PC
Tinker Field Research Grant
15,000
The Board of Trustees of the University of Illinois
Henry Administration Building 506 S
Wright Street
Champaign
,
IL
61801
PC
Tinker Field Research Grant
15,000
The Foundation Center
32 Old Slip 24th Floor
New York
,
NY
100053500
PC
General Support
15,000
The Fund for Global Human Rights
1301 Connecticut Ave
Washington
,
DC
20036
PC
General Support
5,000
The Nature Conservancy do Brasil
Avenida Paulista 2439 - Conjunto 91
Cond Eloy Chavez
Sao Paulo
,
Sao Paulo
01311-936
BR
NC
Improving Water Policy to Scale Watershed Conservation in Brazil
100,000
The Regents of the University of California
1156 High Street ATN Research
Center for the Americas
Santa Cruz
,
CA
95064
PC
Tinker Field Research Grant
10,000
The University of Texas at Austin
3925 West Braker Lane Building 156
Suite 3340
Austin
,
TX
787595316
PC
Tinker Field Research Grant
15,000
Universidad de los Andes
Carrera 1 18A-12
Bogota DC
,
Cundinamarca
111711
CO
NC
The Access to Justice Design Lab
30,000
Universidad Nacional Autonoma de Honduras
Edificio IUDPAS Ciudad Universitari
Tegucigalpa
,
Francisco Morazan
11101
HO
NC
The Central America Monitor
100,000
University of Chicago
5801 South Ellis Ave
Chicago
,
IL
60637
PC
Tinker Field Research Grant
15,000
University of Georgia Research Foundation Inc
Holmes-Hunter Academic Building
Athens
,
GA
30602
PC
Tinker Field Research Grant
10,000
University of Kansas Center for Research Inc
Youngberg Hall 2385 Irving Hill Rd
Lawrence
,
KS
66045
PC
Tinker Field Research Grant
15,000
University of Miami
1320 S Dixie Highway Gables One
Tower Suite 650
Coral Gables
,
FL
331462926
PC
Tinker Field Research Grant
10,000
University of Utah
1471 Federal Way
Salt Lake City
,
UT
84102
PC
Tinker Field Research Grant
10,000
Vanderbilt University
PMB 351806 2301 Vanderbilt Place
Nashville
,
TN
372351806
PC
General Program Support for the Center for Latin American Studies
10,000
Vanderbilt University
PMB 351806 2301 Vanderbilt Place
Nashville
,
TN
372351806
PC
Tinker Field Research Grant
10,000
Witness Inc
80 Hanson Place 5th Floor
Brooklyn
,
NY
11217
PC
General Program Support for Latin American and Caribbean Regional Program
5,000
Woodrow Wilson Int'l Center for Scholars
1300 Pennsylvania Ave
Washington
,
DC
20004
PC
Latin American Program Advisory Board
15,000
Yale University
34 Hillhouse Avenue Suite 232
New Haven
,
CT
06511
PC
Tinker Field Research Grant
10,000
Youth for Understanding USA Inc
6856 Eastern Avenue 310
Washington
,
DC
20012
PC
General Program Support for the Latin American Virtual Exchange Program
10,000
Total
.................................
3a
3,765,250
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
95,834
4
Dividends and interest from securities
....
14
2,248,383
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
............
525990
-13
18
1,734,817
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
PARK STREET - UBIT
525990
-124
14
124
b
WESTBROOK - UBIT
525990
-3,282
14
3,282
c
DK INSTITUTIONAL - UBIT
525990
784
14
-784
d
BRANDYWINE INTERNATIONAL
14
-224,962
e
OTHER INCOME
14
4,384
12
Subtotal. Add columns (b), (d), and (e)
..
-2,635
3,861,078
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
3,858,443
(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