-
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 HORNER FOUNDATION
C/O CLIFTONLARSONALLEN LLP
Number and street (or P.O. box number if mail is not delivered to street address)
610 W GERMANTOWN PIKE NO 400
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PLYMOUTH MEETING
,
PA
19462
A Employer identification number
26-0697610
B
Telephone number (see instructions)
(609) 689-9700
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)
$
6,014,830
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)
10
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
139,627
139,627
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
33,461
b
Gross sales price for all assets on line 6a
1,450,194
7
Capital gain net income (from Part IV, line 2)
...
33,461
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)
.......
36,992
21,992
12
Total.
Add lines 1 through 11
........
210,090
195,080
13
Compensation of officers, directors, trustees, etc.
54,912
0
54,912
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
375
0
375
c
Other professional fees (attach schedule)
....
21,822
4,971
16,851
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
10,720
3,220
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
14,946
0
14,946
22
Printing and publications
..........
496
0
496
23
Other expenses (attach schedule)
.......
1,058
0
1,058
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
104,329
8,191
88,638
25
Contributions, gifts, grants paid
.......
506,585
506,585
26
Total expenses and disbursements.
Add lines 24 and 25
610,914
8,191
595,223
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-400,824
b
Net investment income
(if negative, enter -0-)
186,889
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
977,071
726,940
726,940
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)
.......
3,645,163
2,821,153
4,584,304
c
Investments—corporate bonds (attach schedule)
.......
0
673,317
703,586
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
4,622,234
4,221,410
6,014,830
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
4,622,234
4,221,410
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)
.....
4,622,234
4,221,410
30
Total liabilities and net assets/fund balances
(see instructions)
.
4,622,234
4,221,410
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
4,622,234
2
Enter amount from Part I, line 27a
.....................
2
-400,824
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
4,221,410
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
4,221,410
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
CAPITAL GAINS DIVIDENDS
P
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
1,427,852
1,416,733
11,119
b
22,342
22,342
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
11,119
b
22,342
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
33,461
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
721,984
6,294,556
0.114700
2017
628,607
6,401,036
0.098204
2016
587,790
6,135,720
0.095798
2015
526,871
6,704,573
0.078584
2014
422,901
6,921,888
0.061096
2
Total
of line 1, column (d)
.....................
2
0.448382
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
0.089676
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
5,765,293
5
Multiply line 4 by line 3
......................
5
517,008
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
1,869
7
Add lines 5 and 6
........................
7
518,877
8
Enter qualifying distributions from Part XII, line 4
,.............
8
595,223
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
1,869
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
1,869
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
1,869
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
5,406
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
5,406
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
3,537
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
3,537
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)
PA
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.THEHORNERFOUNDATION.ORG
14
The books are in care of
THE FOUNDATION
Telephone no.
(609) 689-9700
Located at
610 W GERMANTOWN PIKE NO 400
PLYMOUTH MEETING
PA
ZIP+4
19462
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
Yes
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
UK
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
Yes
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
ANN MARIE HORNER
FOUNDING TRUSTEE/BOARD CHAIR
1.00
0
0
0
C/O CLIFTONLARSONALLEN LLP 610 W
GERMANTOWN PIKE 400
PLYMOUTH MEETING
,
PA
19462
TERRY HORNER
FOUNDING TRUSTEE
1.00
0
0
0
C/O CLIFTONLARSONALLEN LLP 610 W
GERMANTOWN PIKE 400
PLYMOUTH MEETING
,
PA
19462
MEGHAN HORNER-SMITH
TRUSTEE
1.00
0
0
0
C/O CLIFTONLARSONALLEN LLP 610 W
GERMANTOWN PIKE 400
PLYMOUTH MEETING
,
PA
19462
CAROLYN HORNER
TRUSTEE
1.00
0
0
0
C/O CLIFTONLARSONALLEN LLP 610 W
GERMANTOWN PIKE 400
PLYMOUTH MEETING
,
PA
19462
DAMON LEVY
TRUSTEE
1.00
0
0
0
C/O CLIFTONLARSONALLEN LLP 610 W
GERMANTOWN PIKE 400
PLYMOUTH MEETING
,
PA
19462
KATHRYN HORNER
TRUSTEE
1.00
0
0
0
C/O CLIFTONLARSONALLEN LLP 610 W
GERMANTOWN PIKE 400
PLYMOUTH MEETING
,
PA
19462
TRACY HORNER CULLEN
EXECUTIVE DIRECTOR
24.00
54,912
0
0
C/O CLIFTONLARSONALLEN LLP 610 W
GERMANTOWN PIKE 400
PLYMOUTH MEETING
,
PA
19462
GABRIELLE HORNER
JUNIOR TRUSTEE
0.50
0
0
0
C/O CLIFTONLARSONALLEN LLP 610 W
GERMANTOWN PIKE 400
PLYMOUTH MEETING
,
PA
19462
ANDY HORNER-SMITH
JUNIOR TRUSTEE
0.50
0
0
0
C/O CLIFTONLARSONALLEN LLP 610 W
GERMANTOWN PIKE 400
PLYMOUTH MEETING
,
PA
19462
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
4,909,898
b
Average of monthly cash balances
.......................
1b
943,191
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
5,853,089
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
5,853,089
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
87,796
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
5,765,293
6
Minimum investment return.
Enter 5% of line 5
..................
6
288,265
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
288,265
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
1,869
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
1,869
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
286,396
4
Recoveries of amounts treated as qualifying distributions
................
4
15,000
5
Add lines 3 and 4
............................
5
301,396
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
301,396
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
595,223
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
595,223
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
1,869
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
593,354
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
301,396
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
......
84,293
b
From 2015
......
202,088
c
From 2016
......
285,938
d
From 2017
......
314,235
e
From 2018
......
417,310
f
Total
of lines 3a through e
........
1,303,864
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
595,223
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
.....
301,396
e
Remaining amount distributed out of corpus
293,827
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
1,597,691
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)
...
84,293
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,513,398
10
Analysis of line 9:
a
Excess from 2015
....
202,088
b
Excess from 2016
....
285,938
c
Excess from 2017
....
314,235
d
Excess from 2018
....
417,310
e
Excess from 2019
....
293,827
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:
TRACY HORNER CULLEN EXECUTIVE DIREC
C/O CLIFTONLARSONALLEN 610 W
GERMANTOWN PIKE STE 400
PLYMOUTH MEETING
,
PA
19462
(250) 217-4280
HORNERED@GMAIL.COM
b
The form in which applications should be submitted and information and materials they should include:
ALL APPLICATIONS AND PROPOSALS MUST BE SUBMITTED VIA OUR ONLINE GRANT PORTAL AT OUR WEBSITE, WWW.THEHORNERFOUNDATION.ORG.
c
Any submission deadlines:
THE 2021-2023 FUNDING CYCLE WILL OPEN ON JANUARY 4, 2021. CHECK THE WEBSITE FOR MORE DETAILS.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TYPES OF ORGANIZATIONS SUPPORTED IN THE 2019-2021 FUNDING CYCLE: - NOT FOR PROFIT ORGANIZATIONS SERVING YOUTH IN PHILADELPHIA COUNTY - EMPHASIS ON UNDERSERVED YOUTH AGED 10-19 (MIDDLE AND HIGH SCHOOL) - MINIMUM ORGANIZATIONAL REVENUE AT LEAST $150,000 USD IN MOST RECENT FISCAL YEAR - OPERATING AS A 501(C)(3) FOR A MINIMUM OF THREE YEARS - DEMONSTRATED STRONG STAFF LEADERSHIP AND MANAGEMENT CAPACITY - ESTABLISHED AN ACTIVE ORGANIZATIONAL GROWTH STRATEGY - ORGANIZATION SHOULD SERVE AT LEAST 100 INDIVIDUAL YOUTH PER YEAR IN ONGOING OST PROGRAMING (AS OPPOSED TO ONE-TIME EVENTS) - ORGANIZATION MUST HAVE INTEREST IN IMPROVING THEIR CAPACITY TO COLLECT, UNDERSTAND, AND USE DATA FOR ONGOING IMPROVEMENTS AND STRONGER RESULTS. PLEASE SEE OUR WEBSITE FOR MORE DETAILS.
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
TRACY HORNER CULLEN EXECUTIVE DIREC
C/O CLIFTONLARSONALLEN 610 W
GERMANTOWN PIKE STE 400
PLYMOUTH MEETING
,
PA
19462
(250) 217-4280
HORNERED@GMAIL.COM
b
The form in which applications should be submitted and information and materials they should include:
ALL APPLICATIONS AND PROPOSALS MUST BE SUBMITTED VIA OUR ONLINE GRANT PORTAL AT OUR WEBSITE, WWW.THEHORNERFOUNDATION.ORG.
c
Any submission deadlines:
THE 2021-2023 FUNDING CYCLE WILL OPEN ON JANUARY 4, 2021. CHECK THE WEBSITE FOR MORE DETAILS.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TYPES OF PROJECTS SUPPORTED IN THE 2019-2021 FUNDING CYCLE: - INTENTIONALLY AND AUTHENTICALLY INCLUDE THE VOICES OF YOUNG PEOPLE IN LEADERSHIP, CO-LEADERSHIP AND GOVERNANCE. SEE HART'S LADDER OF YOUTH ENGAGEMENT FOR MORE INFORMATION ABOUT AUTHENTIC YOUTH ENGAGEMENT - MEANINGFULLY AND RESPECTFULLY INTEGRATE INDIGENOUS FOOD SYSTEMS AND FOOD WAYS INTO FOOD LITERACY PROGRAMMING - CURRENTLY WORK WITH UNDER-RESOURCED YOUTH AGED 10-19 YEARS (MIDDLE AND HIGH SCHOOL) - HAVE AN INTEREST IN IMPROVING THEIR CAPACITY TO COLLECT, UNDERSTAND, AND USE DATA FOR ONGOING IMPROVEMENTS AND STRONGER RESULTS PLEASE SEE OUR WEBSITE FOR MORE DETAILS.
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
TRACY HORNER CULLEN EXECUTIVE DIREC
C/O CLIFTONLARSONALLEN 610 W
GERMANTOWN PIKE STE 400
PLYMOUTH MEETING
,
PA
19462
(250) 217-4280
HORNERED@GMAIL.COM
b
The form in which applications should be submitted and information and materials they should include:
ALL APPLICATIONS AND PROPOSALS MUST BE SUBMITTED VIA OUR ONLINE GRANT PORTAL AT OUR WEBSITE, WWW.THEHORNERFOUNDATION.ORG.
c
Any submission deadlines:
THE 2021-2023 FUNDING CYCLE WILL OPEN ON JANUARY 4, 2021. CHECK THE WEBSITE FOR MORE DETAILS.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TYPES OF ORGANIZATIONS SUPPORTED IN THE 2019-2021 FUNDING CYCLE: - NOT FOR PROFIT ORGANIZATIONS IN THE GREATER VICTORIA, BRITISH COLUMBIA, REGION - PRIORITY GIVEN TO ORGANIZATIONS WHO CURRENTLY WORK WITH UNDERSERVED YOUTH AGED 10-19 YEARS (MIDDLE AND HIGH SCHOOL) - ORGANIZATIONS THAT HAVE INTEREST IN IMPROVING THEIR CAPACITY TO COLLECT, UNDERSTAND, AND USE DATA FOR ONGOING IMPROVEMENTS AND STRONGER RESULTS PLEASE SEE OUR WEBSITE FOR MORE DETAILS.
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
TRACY HORNER CULLEN EXECUTIVE DIREC
C/O CLIFTONLARSONALLEN 610 W
GERMANTOWN PIKE STE 400
PLYMOUTH MEETING
,
PA
19462
(250) 217-4280
HORNERED@GMAIL.COM
b
The form in which applications should be submitted and information and materials they should include:
ALL APPLICATIONS AND PROPOSALS MUST BE SUBMITTED VIA OUR ONLINE GRANT PORTAL AT OUR WEBSITE, WWW.THEHORNERFOUNDATION.ORG.
c
Any submission deadlines:
THE 2021-2023 FUNDING CYCLE WILL OPEN ON JANUARY 4, 2021. CHECK THE WEBSITE FOR MORE DETAILS.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FOR THE 2019-21 GRANT CYCLE, TOGETHER WITH ISLAND HEALTH - ABORIGINAL HEALTH, THE HORNER FOUNDATION WHOLEHEARTEDLY RECOGNIZES THE GREAT WORK THAT IS HAPPENING AROUND INDIGENOUS FOOD SOVEREIGNTY IN ALL OF THE COAST SALISH NATIONS. WORKING AT THE INTERSECTION OF INDIGENOUS FOOD REVITALIZATION, FOOD JUSTICE & YOUTH ENGAGEMENT, THIS INITIATIVE HOPES TO CONNECT YOUTH TO THEIR FOOD, LAND AND WATER SYSTEMS. A MAJOR OBJECTIVE FOR THE FUNDING IS TO BUILD UPON CURRENT ASSETS AND CO-DEVELOP AN INCLUSIVE FUNDING MODEL WITH INDIGENOUS PARTNERS INCLUDING ALL NATIONS AND ORGANIZATIONS WORKING WITH INDIGENOUS YOUTH IN SOUTHERN VANCOUVER ISLAND. PLEASE SEE OUR WEBSITE FOR MORE DETAILS.
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
TRACY HORNER CULLEN EXECUTIVE DIREC
C/O CLIFTONLARSONALLEN 610 W
GERMANTOWN PIKE STE 400
PLYMOUTH MEETING
,
PA
19462
(250) 217-4280
HORNERED@GMAIL.COM
b
The form in which applications should be submitted and information and materials they should include:
ALL APPLICATIONS AND PROPOSALS MUST BE SUBMITTED VIA OUR ONLINE GRANT PORTAL AT OUR WEBSITE, WWW.THEHORNERFOUNDATION.ORG.
c
Any submission deadlines:
THE 2021-2023 FUNDING CYCLE WILL OPEN ON JANUARY 4, 2021. CHECK THE WEBSITE FOR MORE DETAILS.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TYPES OF ORGANIZATIONS SUPPORTED IN THE 2019-2021 FUNDING CYCLE: - NOT FOR PROFIT ORGANIZATIONS SERVING YOUTH IN ALAMEDA AND CONTRA COSTA COUNTIES - EMPHASIS ON UNDER-RESOURCED YOUTH AGED 10-19 YEARS (MIDDLE & HIGH SCHOOL STUDENTS) - ORGANIZATION WITH AN INTEREST IN IMPROVING THEIR CAPACITY TO COLLECT, UNDERSTAND, AND USE DATA FOR ONGOING IMPROVEMENTS AND STRONGER RESULTS PLEASE SEE OUR WEBSITE FOR MORE DETAILS.
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
TRACY HORNER CULLEN EXECUTIVE DIREC
C/O CLIFTONLARSONALLEN 610 W
GERMANTOWN PIKE STE 400
PLYMOUTH MEETING
,
PA
19462
(250) 217-4280
HORNERED@GMAIL.COM
b
The form in which applications should be submitted and information and materials they should include:
ALL APPLICATIONS AND PROPOSALS MUST BE SUBMITTED VIA OUR ONLINE GRANT PORTAL AT OUR WEBSITE, WWW.THEHORNERFOUNDATION.ORG.
c
Any submission deadlines:
THE 2021-2023 FUNDING CYCLE WILL OPEN ON JANUARY 4, 2021. CHECK THE WEBSITE FOR MORE DETAILS.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TYPES OF ORGANIZATIONS SUPPORTED IN THE 2019-2021 FUNDING CYCLE: - CHARITABLE ORGANIZATIONS WORKING WITH UNDERSERVED YOUTH AGED 11-25 - ORGANIZATIONS WORKING IN THE TOWNS OF CORBY & KETTERING, NORTHAMPTONSHIRE, OR WISHING TO EXPAND SERVICES INTO CORBY AND/OR KETTERING - ALL SUCCESSFUL GRANTS ARE REQUIRED TO MONITOR OUTCOMES IN A SPECIFIC WAY, SO THAT DATA CAN BE COMPARED AND HARMONIZED FOR THE REGION PLEASE SEE OUR WEBSITE FOR MORE DETAILS.
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
ACTA NON VERBA YOUTH URBAN FARM PROJECT
1001 83RD AVENUE MAILBOX 1
OAKLAND
,
CA
94621
PC
CAMP ACTA NON VERBA (ANV) - LEADERS-IN-TRAINING/JR COUNSELORS
12,500
ARDEN THEATRE COMPANY
40 N 2ND STREET
PHILADELPHIA
,
PA
19106
PC
ARDEN FOR ALL (AFA)
15,000
BAY AREA GIRLS ROCK CAMP
PO BOX 72213
OAKLAND
,
CA
94612
PC
GIRLS ROCK SUMMER CAMP & GIRLS ROCK AFTER SCHOOL PROGRAM
25,000
BC ASSOCIATION OF ABORIGINAL FRIENDSHIP CENTRES
551 CHATHAM STREET
VICTORIA
,
BRITISH COLUMBIA
V8T 1E1
CA
NC
GATHERING OUR VOICES CONFERENCE
2,000
BURNSIDE GORGE COMMUNITY ASSOCIATIONS
471 CECELIA ROAD
VICTORIA
,
BRITISH COLUMBIA
V8T 4T4
CA
NC
COMMUNITY GARDEN YOUTH ACTION TEAM
5,026
CANASSIST AT THE UNIVERSITY OF VICTORIA
PO BOX 1700 STN CSC
VICTORIA
,
BRITISH COLUMBIA
V8W 2Y2
CA
NC
TEENWORK
1,515
CODED BY KIDS
3675 MARKET STREET SUITE 200
PHILADELPHIA
,
PA
19104
PC
ENTITY SUPPORT
20,000
CRISIS INTERVENTION AND PUBLIC INFORMATION SOCIETY OF GREATER VICTORIA DBA
300 818 DOUGLAS STREET
VICTORIA
,
BRITISH COLUMBIA
V8W 2B6
CA
NC
STRENGTHENING NEED2 ORGANIZATIONAL CULTURAL UNDERSTANDING AND COMMITMENT TO RECONCILIATION
1,546
DOWNTOWN BLANSHARD ADVISORY COMMITTEE
901 KINGS ROAD
VICTORIA
,
BRITISH COLUMBIA
V8T 1W5
CA
NC
FOOD SKILLS FOR YOUTH PROGRAM, HELPING YOUTH PROGRAMS EXCEL (HYPE) CONFERENCE, YOUTH PROGRAM QUALITY INITIATIVE (YPQI), HONORING INDIGENOUS RELATIONS COMMITTEE
15,447
GAIA PASSAGES
651 66TH STREET
OAKLAND
,
CA
94609
PC
GAIA GIRLS HOOVER ELEMENTARY AND CULTURAL DIVERSITY INITIATIVE
20,000
GIRLS SCOUTS OF CENTRAL AND SOUTHERN NJ
40 BRACE ROAD
CHERRY HILL
,
NJ
08034
PC
ENTITY SUPPORT
5,000
GREATER VICTORIA SCHOOL DISTRICT ABORIGINAL NATIONS EDUCATION
565 BOLESKINE ROAD
VICTORIA
,
BRITISH COLUMBIA
V8Z 1E8
CA
NC
HARVEST4KNOWLEDGE
9,230
LIFECYCLES PROJECT SOCIETY
808A VIEWFIELD ROAD
VICTORIA
,
BRITISH COLUMBIA
V9A 4V1
CA
NC
GROW OUR CAPACITY
11,055
LIVECONNECTIONS
PO BOX 42796
PHILADELPHIA
,
PA
19104
PC
IN-DEPTH MUSIC-MAKING RESIDENCIES AND SUMMER CAMPS
10,000
NORTHAMPTONSHIRE RIGHTS AND EQUALITY COUNCIL
C/O NORTHAMPTON COLLAGE OAK
BUILDING BOOTH LANE
NORTHAMPTON
,
NORTHAMPTONSHIRE
NN3 3RF
UK
NC
SUPPORT TO HELP YOUNG MUMS IN KETTERING AND CORBY CHALLENGE DISCRIMINATION
11,028
PACIFIC PEOPLES' PARTNERSHIP ASSOCIATION
SUITE 407 620 VIEW STREET
VICTORIA
,
BRITISH COLUMBIA
V8W 1J6
CA
NC
PACIFIC YOUTH INTEGRATE: ENSURING SAFE AND MEANINGFUL ENGAGEMENT FOR YOUTH
3,865
PACIFICA HOUSING
827 FISGARD STREET
VICTORIA
,
BRITISH COLUMBIA
V8X 1R9
CA
NC
YOUTH GROUP PROGRAM
2,021
PEDDIE SCHOOL
201 S MAIN STREET
HIGHTSTOWN
,
NJ
08520
PC
ENTITY SUPPORT
500
PEN GREEN CENTRE FOR CHILDREN & FAMILIES
PEN GREEN LANE
CORBY
,
NORTHAMPTONSHIRE
NN17 1JB
UK
NC
HEALTH, EDUCATION AND SOCIAL SUPPORTS FOR YOUNG MUMS IN THE TOWN OF CORBY (AND KETTERING)
25,917
PHILADELPHIA YOUNG PLAYWRIGHTS
1219 VINE STREET FLOOR 3
PHILADELPHIA
,
PA
19107
PC
RESIDENT PLAYWRIGHTS
15,000
PHILANTHROPY NETWORK
230 SOUTH BROAD STREET SUITE 402
PHILADELPHIA
,
PA
19102
PC
SPARX CONFERENCE
2,250
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOOR
NEW YORK
,
NY
10038
PC
ENTITY SUPPORT
9,000
PLAY ON PHILLY
1520 LOCUST STREET SUITE 901
PHILADELPHIA
,
PA
19102
PC
MUSIC EDUCATION TO BUILD LIFE-LONG SKILLS
20,000
POWER TO BE ADVENTURE THERAPY SOCIETY
107 1208 WHARF STREET
VICTORIA
,
BRITISH COLUMBIA
V8W 3B9
CA
NC
THE SUMMIT COLLECTIVE
1,507
SOOKE SCHOOL DISTRICT #62 EDWARD MILNE COMMUNITY SCHOOL
6218 SOOKE ROAD
SOOKE
,
BRITISH COLUMBIA
V9Z 1J1
CA
NC
ENHANCING YOUTH FOOD LITERACY AND HEALTHY SCHOOL FOOD SYSTEMS THROUGH GARDEN LEARNING
15,069
STELLY'S SECONDARY SCHOOL SANNICH SCHOOL DISTRICT
1627 STELLYS CROSS ROAD
SAANICHTON
,
BRITISH COLUMBIA
V8M 1S8
CA
NC
STELLY'S SCHOOL GARDEN PROJECT
15,069
THE ACADEMY OF NATURAL SCIENCES OF DREXEL UNIVERSITY
1900 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA
,
PA
19103
PC
WOMEN IN NATURAL SCIENCES (WINS) PROGRAM
20,000
THE FRANKLIN INSTITUTE
222 NORTH 20TH STREET
PHILADELPHIA
,
PA
19103
PC
PACTS AND STEM SCHOLARS AT THE FRANKLIN INSTITUTE
20,000
THE VILLAGE OF ARTS AND HUMANITIES
2544 GERMANTOWN AVENUE
PHILADELPHIA
,
PA
19133
PC
VILLAGE INDUSTRIES
20,000
THRESHOLD HOUSING SOCIETY
1524 FORT STREET
VICTORIA
,
BRITISH COLUMBIA
V8S 5J2
CA
NC
YOUTH PROGRAM QUALITY INITIATIVE (YPQI)
2,021
TSARTLIP FIRST NATION
1 BOAT RAMP ROAD
BRENTWOOD BAY
,
BRITISH COLUMBIA
V8M 1N9
CA
NC
TSARTLIP ARTS & ENTREPRENEURSHIP "SPIRIT GRANT"
7,642
URBAN ADAMAH
1151 SIXTH STREET
BERKELEY
,
CA
94710
PC
ENTITY SUPPORT
10,000
URBAN TILTH
323 BROOKSIDE DRIVE
RICHMOND
,
CA
94801
PC
THE RICHMOND HIGH SCHOOL MARKET GARDEN
20,000
VICTORIA COMMUNITY FOOD HUB SOCIETY FISCAL AGENT
BOX 46002 QUADRA STREET
VICTORIA
,
BRITISH COLUMBIA
V8T 5G7
CA
NC
CAPITAL REGION FOOD AND AGRICULTURE INITATIVES ROUNDTABLE: STRENGTHENING YOUTH ENGAGEMENT ACROSS THE GOOD FOOD NETWORK
1,990
VICTORIA COMMUNITY FOOD HUB SOCIETY FISCAL AGENT
BOX 46002 QUADRA STREET
VICTORIA
,
BRITISH COLUMBIA
V8T 5G7
CA
NC
CAPITAL REGION FOOD AND AGRICULTURE INITATIVES ROUNDTABLE: W,ENEITEL INDIGENOUS FOOD SOVEREIGNTY
56,206
VICTORIA COMMUNITY FOOD HUB SOCIETY FISCAL AGENT
BOX 46002 QUADRA STREET
VICTORIA
,
BRITISH COLUMBIA
V8T 5G7
CA
NC
CAPITAL REGION FOOD AND AGRICULTURE INITATIVES ROUNDTABLE: YOUTH STREAM - GOOD FOOD NETWORK CONFERENCE 2019 SPONSORSHIP
1,990
VICTORIA COMMUNITY FOOD HUB SOCIETY FISCAL AGENT
BOX 46002 QUADRA STREET
VICTORIA
,
BRITISH COLUMBIA
V8T 5G7
CA
NC
CAPITAL REGION FOOD AND AGRICULTURE INITATIVES ROUNDTABLE: YOUTH FLAVOUR 3.0 - SPROUTING YOUTH FOOD ACTION
11,191
VICTORIA FOUNDATION
703 BROUGHTON ST 200
VICTORIA
,
BRITISH COLUMBIA
V8W 1E2
CA
NC
CULLEN FAMILY FUND
10,000
WHYY INC
150 N SIXTH STREET
PHILADELPHIA
,
PA
19106
PC
WHYY MEDIA LABS PROGRAM
25,000
YOUTH WORKS NORTHAMPTONSHIRE
97 ROCKINGHAM ROAD
KETTERING
,
NORTHAMPTONSHIRE
NN16 9H6
UK
NC
SHACK - SEXUAL HEALTH ADVICE CORBY KETTERING
26,000
Total
.................................
3a
506,585
b
Approved for future payment
ACTA NON VERBA YOUTH URBAN FARM PROJECT
1001 83RD AVENUE MAILBOX 1
OAKLAND
,
CA
94621
PC
CAMP ACTA NON VERBA (ANV) - LEADERS-IN-TRAINING/JR COUNSELORS
37,500
ARDEN THEATRE COMPANY
40 N 2ND STREET
PHILADELPHIA
,
PA
19106
PC
ARDEN FOR ALL (AFA)
15,000
BAY AREA GIRLS ROCK CAMP
PO BOX 72213
OAKLAND
,
CA
94612
PC
GIRLS ROCK SUMMER CAMP & GIRLS ROCK AFTER SCHOOL PROGRAM
25,000
CANASSIST AT THE UNIVERSITY OF VICTORIA
PO BOX 1700 STN CSC
VICTORIA
,
BRITISH COLUMBIA
V8W 2Y2
CA
NC
TEENWORK
1,485
CODED BY KIDS
3675 MARKET STREET SUITE 200
PHILADELPHIA
,
PA
19104
PC
ENTITY SUPPORT
20,000
DOWNTOWN BLANSHARD ADVISORY COMMITTEE
901 KINGS ROAD
VICTORIA
,
BRITISH COLUMBIA
V8T 1W5
CA
NC
FOOD SKILLS FOR YOUTH PROGRAM, HELPING YOUTH PROGRAMS EXCEL (HYPE) CONFERENCE, YOUTH PROGRAM QUALITY INITIATIVE (YPQI), HONORING INDIGENOUS RELATIONS COMMITTEE
12,353
GAIA PASSAGES
651 66TH STREET
OAKLAND
,
CA
94609
PC
GAIA GIRLS HOOVER ELEMENTARY AND CULTURAL DIVERSITY INITIATIVE
25,000
GREATER VICTORIA SCHOOL DISTRICT ABORIGINAL NATIONS EDUCATION
565 BOLESKINE ROAD
VICTORIA
,
BRITISH COLUMBIA
V8Z 1E8
CA
NC
HARVEST4KNOWLEDGE
9,230
LIFECYCLES PROJECT SOCIETY
808A VIEWFIELD ROAD
VICTORIA
,
BRITISH COLUMBIA
V9A 4V1
CA
NC
GROW OUR CAPACITY
10,945
LIVECONNECTIONS
PO BOX 42796
PHILADELPHIA
,
PA
19104
PC
IN-DEPTH MUSIC-MAKING RESIDENCIES AND SUMMER CAMPS
10,000
NORTHAMPTONSHIRE RIGHTS AND EQUALITY COUNCIL
C/O NORTHAMPTON COLLAGE OAK
BUILDING BOOTH LANE
NORTHAMPTON
,
NORTHAMPTONSHIRE
NN3 3RF
UK
NC
SUPPORT TO HELP YOUNG MUMS IN KETTERING AND CORBY CHALLENGE DISCRIMINATION
31,909
PACIFICA HOUSING
827 FISGARD STREET
VICTORIA
,
BRITISH COLUMBIA
V8X 1R9
CA
NC
YOUTH GROUP PROGRAM
1,979
PEN GREEN CENTRE FOR CHILDREN & FAMILIES
PEN GREEN LANE
CORBY
,
NORTHAMPTONSHIRE
NN17 1JB
UK
NC
HEALTH, EDUCATION AND SOCIAL SUPPORTS FOR YOUNG MUMS IN THE TOWN OF CORBY (AND KETTERING)
22,833
PHILADELPHIA YOUNG PLAYWRIGHTS
1219 VINE STREET FLOOR 3
PHILADELPHIA
,
PA
19107
PC
RESIDENT PLAYWRIGHTS
25,000
PLAY ON PHILLY
1520 LOCUST STREET SUITE 901
PHILADELPHIA
,
PA
19102
PC
MUSIC EDUCATION TO BUILD LIFE-LONG SKILLS
20,000
POWER TO BE ADVENTURE THERAPY SOCIETY
107 1208 WHARF STREET
VICTORIA
,
BRITISH COLUMBIA
V8W 3B9
CA
NC
THE SUMMIT COLLECTIVE
1,493
SOOKE SCHOOL DISTRICT #62 EDWARD MILNE COMMUNITY SCHOOL
6218 SOOKE ROAD
SOOKE
,
BRITISH COLUMBIA
V9Z 1J1
CA
NC
ENHANCING YOUTH FOOD LITERACY AND HEALTHY SCHOOL FOOD SYSTEMS THROUGH GARDEN LEARNING
14,931
STELLY'S SECONDARY SCHOOL SANNICH SCHOOL DISTRICT
1627 STELLYS CROSS ROAD
SAANICHTON
,
BRITISH COLUMBIA
V8M 1S8
CA
NC
STELLY'S SCHOOL GARDEN PROJECT
14,931
THE ACADEMY OF NATURAL SCIENCES OF DREXEL UNIVERSITY
1900 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA
,
PA
19103
PC
WOMEN IN NATURAL SCIENCES (WINS) PROGRAM
20,000
THE FRANKLIN INSTITUTE
222 NORTH 20TH STREET
PHILADELPHIA
,
PA
19103
PC
PACTS AND STEM SCHOLARS AT THE FRANKLIN INSTITUTE
20,000
THE VILLAGE OF ARTS AND HUMANITIES
2544 GERMANTOWN AVENUE
PHILADELPHIA
,
PA
19133
PC
VILLAGE INDUSTRIES
20,000
THRESHOLD HOUSING SOCIETY
1524 FORT STREET
VICTORIA
,
BRITISH COLUMBIA
V8S 5J2
CA
NC
YOUTH PROGRAM QUALITY INITIATIVE (YPQI)
1,979
URBAN TILTH
323 BROOKSIDE DRIVE
RICHMOND
,
CA
94801
PC
THE RICHMOND HIGH SCHOOL MARKET GARDEN
20,000
VICTORIA COMMUNITY FOOD HUB SOCIETY FISCAL AGENT
BOX 46002 QUADRA STREET
VICTORIA
,
BRITISH COLUMBIA
V8T 5G7
CA
NC
CAPITAL REGION FOOD AND AGRICULTURE INITATIVES ROUNDTABLE: STRENGTHENING YOUTH ENGAGEMENT ACROSS THE GOOD FOOD NETWORK
1,010
VICTORIA COMMUNITY FOOD HUB SOCIETY FISCAL AGENT
BOX 46002 QUADRA STREET
VICTORIA
,
BRITISH COLUMBIA
V8T 5G7
CA
NC
CAPITAL REGION FOOD AND AGRICULTURE INITATIVES ROUNDTABLE: YOUTH FLAVOUR 3.0 - SPROUTING YOUTH FOOD ACTION
11,309
VICTORIA COMMUNITY FOOD HUB SOCIETY FISCAL AGENT
BOX 46002 QUADRA STREET
VICTORIA
,
BRITISH COLUMBIA
V8T 5G7
CA
NC
CAPITAL REGION FOOD AND AGRICULTURE INITATIVES ROUNDTABLE: W,ENEITEL INDIGENOUS FOOD SOVEREIGNTY
252,000
WHYY INC
150 N SIXTH STREET
PHILADELPHIA
,
PA
19106
PC
WHYY MEDIA LABS PROGRAM
25,000
YOUTH WORKS NORTHAMPTONSHIRE
97 ROCKINGHAM ROAD
KETTERING
,
NORTHAMPTONSHIRE
NN16 9H6
UK
NC
SHACK - SEXUAL HEALTH ADVICE CORBY KETTERING
21,500
Total
.................................
3b
692,387
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
139,627
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
.....
01
21,992
8
Gain or (loss) from sales of assets other than
inventory
............
18
33,461
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
RECOVERY OF PRIOR YEAR GRANT
01
15,000
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
210,080
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
210,080
(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