-
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
SHAVIT CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
225 WEST 83RD STREET UNIT 3Q
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK
,
NY
10024
A Employer identification number
47-6382927
B
Telephone number (see instructions)
(212) 729-1389
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
1,452,662
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
59
59
4
Dividends and interest from securities
...
19,140
19,140
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
78,216
b
Gross sales price for all assets on line 6a
230,059
7
Capital gain net income (from Part IV, line 2)
...
78,216
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)
.......
3,119
3,119
12
Total.
Add lines 1 through 11
........
100,534
100,534
13
Compensation of officers, directors, trustees, etc.
21,000
10,500
10,500
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
4,100
2,050
2,050
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
1,321
1,321
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
10,980
10,730
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
37,401
24,601
12,550
25
Contributions, gifts, grants paid
.......
77,025
77,025
26
Total expenses and disbursements.
Add lines 24 and 25
114,426
24,601
89,575
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-13,892
b
Net investment income
(if negative, enter -0-)
75,933
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
.........
4,879
2,305
2,305
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
..........
553
925
925
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
213,371
192,246
245,299
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,087,266
1,182,127
1,201,749
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
379
2,384
2,384
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
1,306,448
1,379,987
1,452,662
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
)
1,031
1,987
23
Total liabilities
(add lines 17 through 22)
.........
1,031
1,987
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
1,305,417
1,378,000
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)
.....
1,305,417
1,378,000
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,306,448
1,379,987
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
1,305,417
2
Enter amount from Part I, line 27a
.....................
2
-13,892
3
Other increases not included in line 2 (itemize)
3
88,453
4
Add lines 1, 2, and 3
..........................
4
1,379,978
5
Decreases not included in line 2 (itemize)
5
1,978
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
1,378,000
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
FROM PASSTHRU ENTITY-SIMCOE PARTNERS LP
D
2019-12-31
2019-12-31
b
FROM PASSTHRU ENTITY-SIMCOE PARTNERS LP
D
2013-01-01
2019-12-31
c
78.003 BERNSTEIN INTERMEDIATE DURATION PORTFOLIO
P
2014-11-11
2019-01-07
d
238.769 OVERLAY A PORTFOLIO CLASS 1
P
2014-11-11
2019-01-07
e
502.941 OVERLAY B PORTFOLIO CLASS 1
P
2014-11-11
2019-01-07
8 INTEL CORP
P
2016-10-14
2019-01-18
13 INTEL CORP
P
2016-11-14
2019-01-18
5 WALMART INC
P
2017-06-21
2019-01-18
2 INTEL CORP
P
2016-11-14
2019-01-22
18 INTEL CORP
P
2018-06-15
2019-01-22
4 AMERICAN ELECTRIC POWER
D
2014-05-09
2019-01-23
12 AMERICAN ELECTRIC POWER
D
2014-10-17
2019-01-23
3 SUN COMMUNITIES INC
P
2018-05-14
2019-01-23
2 SUN COMMUNITIES INC
P
2018-05-14
2019-01-24
9 SUN COMMUNITIES INC
P
2018-05-24
2019-01-24
8 SUN COMMUNITIES INC
P
2018-06-01
2019-01-24
21.539 BERNSTEIN INTERMEDIATE DURATION PORTFOLIO
P
2014-11-11
2019-01-25
11.438 OVERLAY A PORTFOLIO CLASS 1
P
2014-11-11
2019-01-25
211.515 AB GLOBAL BOND FUND- ADV
P
2014-11-11
2019-01-29
1 NORTHROP GRUMMAN CORP
P
2015-06-04
2019-02-11
2 NORTHROP GRUMMAN CORP
P
2015-06-11
2019-02-11
1 UNITEDHEALTH GROUP INC
P
2015-10-09
2019-02-11
1 JPMORGAN CHASE & CO
P
2017-02-27
2019-02-11
2 MCDONALD'S CORP
P
2017-04-24
2019-02-11
5 JPMORGAN CHASE & CO
P
2017-05-01
2019-02-11
3 MARATHON PETROLEUM CORP
P
2017-05-30
2019-02-11
8 MARATHON PETROLEUM CORP
P
2017-06-05
2019-02-11
3 ANTHEM INC
P
2018-03-01
2019-02-11
4 CONSTELLATION BRANDS INC-A
P
2018-05-14
2019-02-11
2 LYONDELLBASELL INDU-CL A
P
2018-08-17
2019-02-11
4 LYONDELLBASELL INDU-CL A
P
2018-08-23
2019-02-11
3 CONSTELLATION BRANDS INC-A
P
2018-05-15
2019-02-12
3 CONSTELLATION BRANDS INC-A
P
2018-06-06
2019-02-12
5 LYONDELLBASELL INDU-CL A
P
2018-08-23
2019-02-12
6 LYONDELLBASELL INDU-CL A
P
2018-09-10
2019-02-12
4 LYONDELLBASELL INDU-CL A
P
2018-11-15
2019-02-13
23.423 AB SMALL CAP CORE PORTFOLIO ADV CL
P
2016-06-09
2019-02-19
24.306 AB DISCOVERY GRWTH FUND- AD
P
2015-03-26
2019-02-26
12 COMCAST CORP-CLASS A
D
2012-05-08
2019-03-13
5 TOTAL SYSTEM SERVICES INC
P
2018-03-06
2019-03-13
4 TOTAL SYSTEM SERVICES INC
P
2018-03-06
2019-03-14
4 TOTAL SYSTEM SERVICES INC
P
2018-03-06
2019-03-15
5 TOTAL SYSTEM SERVICES INC
P
2018-03-06
2019-03-18
8 XEROX CORP
D
2014-01-30
2019-03-21
3 JPMORGAN CHASE & CO
P
2017-05-01
2019-04-03
5 MAGNA INTERNATIONAL INC
P
2015-08-10
2019-04-05
3 HOME DEPOT INC
D
2012-12-28
2019-04-09
18 HP INC
D
2012-04-09
2019-04-09
4 ADOBE INC
P
2016-07-25
2019-04-09
9 TJX COMPANIES INC
P
2017-05-30
2019-04-09
3 MARATHON PETROLEUM CORP
P
2017-06-05
2019-04-09
1 BOEING CO/THE
P
2017-08-03
2019-04-09
2 MARATHON PETROLEUM CORP
P
2018-06-14
2019-04-09
26 HP INC
D
2012-04-09
2019-04-10
21 HP INC
P
2016-10-05
2019-04-10
8 MEDTRONIC PLC
P
2017-05-30
2019-04-10
9 MARATHON PETROLEUM CORP
P
2018-06-14
2019-04-10
6 MEDTRONIC PLC
P
2017-05-30
2019-04-11
4 MEDTRONIC PLC
P
2017-09-06
2019-04-11
3 NIKE INC -CL B
D
2014-09-05
2019-04-17
6 XEROX CORP
D
2014-01-30
2019-04-24
9 XEROX CORP
D
2014-05-22
2019-04-24
24.778 BERNSTEIN INTERMEDIATE DURATION PORTFOLIO
P
2014-11-11
2019-04-24
12.002 OVERLAY A PORTFOLIO CLASS 1
P
2014-11-11
2019-04-24
2 XEROX CORP
P
2016-02-03
2019-04-24
2 FACEBOOK INC-A
P
2015-02-09
2019-04-26
58.243 AB DISCOVERY GRWTH FUND- AD
P
2015-03-26
2019-04-26
3 MICROSOFT CORP
P
2015-04-30
2019-04-26
27.388 AB DISCOVERY GRWTH FUND- AD
P
2015-05-04
2019-04-26
1 ALPHABET INC-CL C
P
2017-02-08
2019-04-30
6 NIKE INC -CL B
D
2014-09-05
2019-05-14
2 COSTCO WHOLESALE CORP
D
2014-10-17
2019-05-14
3 NORTHROP GRUMMAN CORP
P
2015-06-11
2019-05-14
4 S&P GLOBAL INC
P
2017-07-13
2019-05-14
6 ZOETIS INC
P
2017-09-06
2019-05-14
3 S&P GLOBAL INC
P
2017-09-22
2019-05-14
5 EXXON MOBIL CORP
P
2017-12-08
2019-05-14
7 EXXON MOBIL CORP
P
2018-02-06
2019-05-14
8 EXXON MOBIL CORP
P
2018-09-12
2019-05-14
1 NORTHROP GRUMMAN CORP
P
2015-06-11
2019-05-15
1 EVEREST RE GROUP LTD
P
2017-12-14
2019-05-15
114 NOKIA CORP-SPON ADR
P
2017-08-03
2019-05-16
1 EVEREST RE GROUP LTD
P
2017-12-14
2019-05-16
56 NOKIA CORP-SPON ADR
P
2017-08-03
2019-05-17
28 NOKIA CORP-SPON ADR
P
2017-08-03
2019-05-20
49 NOKIA CORP-SPON ADR
P
2018-04-19
2019-05-20
3 ROSS STORES INC
P
2015-10-09
2019-05-24
5 VERIZON COMMUNICATIONS INC
P
2018-05-23
2019-05-24
8 COMCAST CORP-CLASS A
D
2012-05-08
2019-06-06
3 HOME DEPOT INC
D
2012-12-28
2019-06-06
2 APPLE INC
D
2013-12-20
2019-06-06
370.008 BERNSTEIN INTERMEDIATE DURATION PORTFOLIO
P
2014-11-11
2019-06-06
522.995 AB GLOBAL BOND FUND- ADV
P
2014-11-11
2019-06-06
180.61 OVERLAY A PORTFOLIO CLASS 1
P
2014-11-11
2019-06-06
26.064 AB DISCOVERY GRWTH FUND- AD
P
2015-05-04
2019-06-06
5 ORACLE CORP
P
2015-09-01
2019-06-06
3 PEPSICO INC
P
2015-09-03
2019-06-06
1 COSTCO WHOLESALE CORP
P
2016-06-06
2019-06-06
23.113 AB SMALL CAP CORE PORTFOLIO ADV CL
P
2016-06-09
2019-06-06
6 CISCO SYSTEMS INC
P
2016-10-05
2019-06-06
2 NORFOLK SOUTHERN CORP
P
2017-02-28
2019-06-06
3 MCDONALD'S CORP
P
2017-04-24
2019-06-06
3 WALMART INC
P
2017-06-21
2019-06-06
1 AUTOZONE INC
P
2018-05-03
2019-06-06
1 MCDONALD'S CORP
P
2017-04-24
2019-06-12
2 MCDONALD'S CORP
P
2017-06-01
2019-06-12
1 COGNIZANT TECH SOLUTIONS-A
P
2018-04-06
2019-06-12
8 COGNIZANT TECH SOLUTIONS-A
P
2018-04-12
2019-06-12
12 COGNIZANT TECH SOLUTIONS-A
P
2018-04-20
2019-06-12
25 NATIONAL OILWELL VARCO INC
P
2018-09-07
2019-06-12
12 NATIONAL OILWELL VARCO INC
P
2018-10-01
2019-06-12
15 PFIZER INC
D
2012-04-09
2019-06-13
4 MCDONALD'S CORP
P
2017-06-01
2019-06-13
4 RAYTHEON COMPANY
P
2017-08-03
2019-06-13
4 RAYTHEON COMPANY
P
2017-09-14
2019-06-13
16 TEVA PHARMACEUTICAL-SP ADR
P
2019-01-22
2019-06-13
22 TEVA PHARMACEUTICAL-SP ADR
P
2019-01-24
2019-06-13
17 TEVA PHARMACEUTICAL-SP ADR
P
2019-01-28
2019-06-13
28 XEROX CORP
P
2016-02-03
2019-06-14
13 XEROX CORP
P
2019-01-28
2019-06-14
5 FIDELITY NATIONAL INFORMATION
P
2018-08-17
2019-06-17
59.176 BERNSTEIN INTERMEDIATE DURATION PORTFOLIO
P
2014-11-11
2019-06-19
109.742 AB GLOBAL BOND FUND- ADV
P
2014-11-11
2019-06-19
211.982 OVERLAY A PORTFOLIO CLASS 1
P
2014-11-11
2019-06-19
130.535 OVERLAY B PORTFOLIO CLASS 1
P
2014-11-11
2019-06-19
2 VISA INC - CLASS A SHARES
D
2012-04-10
2019-06-20
3 AMERICAN ELECTRIC POWER
D
2014-10-17
2019-06-20
3 MERCK & CO. INC.
P
2015-02-20
2019-06-20
1 UNITEDHEALTH GROUP INC
P
2015-10-09
2019-06-20
3 T-MOBILE US INC
P
2016-09-14
2019-06-20
1 T-MOBILE US INC
P
2016-09-15
2019-06-20
1 EVEREST RE GROUP LTD
P
2017-12-14
2019-06-20
1 ANTHEM INC
P
2018-03-01
2019-06-20
5 CBRE GROUP INC
P
2018-05-03
2019-06-20
2 BERKSHIRE HATHAWAY INC-CL B
P
2018-07-20
2019-06-20
11 BANK OF AMERICA CORP
P
2015-08-03
2019-06-24
9 T-MOBILE US INC
P
2016-09-15
2019-06-26
14.662 AB DISCOVERY VALUE-ADV
D
2012-04-10
2019-07-11
3 NIKE INC -CL B
D
2014-09-05
2019-07-11
98.644 BERNSTEIN INTERNATIONAL PORT
P
2014-11-11
2019-07-11
136.157 OVERLAY A PORTFOLIO CLASS 1
P
2014-11-11
2019-07-11
3 MICROSOFT CORP
P
2015-04-30
2019-07-11
40.683 AB DISCOVERY GRWTH FUND- AD
P
2015-05-04
2019-07-11
3 EOG RESOURCES INC
P
2015-12-16
2019-07-11
3 XILINX INC
P
2016-05-13
2019-07-11
2 EDWARDS LIFESCIENCES
P
2017-03-17
2019-07-11
3 JPMORGAN CHASE & CO
P
2017-05-01
2019-07-11
1 CDW CORP/DE
P
2017-06-05
2019-07-11
3 MID-AMERICA APARTMENT COMM
P
2017-06-09
2019-07-11
2 CDW CORP/DE
P
2017-06-21
2019-07-11
2 CHEVRON CORP
P
2018-01-17
2019-07-11
29.379 AB EMERGING MARKETS PORT
D
2012-04-09
2019-07-16
80.099 BERNSTEIN INTERNATIONAL PORT
P
2014-11-11
2019-07-16
86.415 OVERLAY A PORTFOLIO CLASS 1
P
2014-11-11
2019-07-16
78.225 OVERLAY B PORTFOLIO CLASS 1
P
2014-11-11
2019-07-16
7 FNF GROUP
P
2017-07-13
2019-07-17
2 VISA INC - CLASS A SHARES
D
2012-04-10
2019-07-18
3 VISA INC - CLASS A SHARES
D
2014-03-11
2019-07-18
5 TJX COMPANIES INC
P
2017-05-30
2019-07-18
1 FNF GROUP
P
2017-07-13
2019-07-18
14 FNF GROUP
P
2017-08-08
2019-07-18
8 DOLLAR GENERAL CORP
P
2018-12-26
2019-07-18
6 T-MOBILE US INC
P
2016-09-15
2019-07-19
5 T-MOBILE US INC
P
2018-05-23
2019-07-19
8 US FOODS HOLDING CORP
P
2018-07-23
2019-07-22
2 US FOODS HOLDING CORP
P
2018-07-24
2019-07-22
9 US FOODS HOLDING CORP
P
2018-07-24
2019-07-23
9 US FOODS HOLDING CORP
P
2018-09-07
2019-07-23
4 US FOODS HOLDING CORP
P
2018-09-14
2019-07-23
23.502 BERNSTEIN INTERMEDIATE DURATION PORTFOLIO
P
2014-11-11
2019-07-24
11.802 OVERLAY A PORTFOLIO CLASS 1
P
2014-11-11
2019-07-24
4 COMCAST CORP-CLASS A
D
2012-05-08
2019-07-31
4 PFIZER INC
D
2012-04-09
2019-07-31
1 APPLE INC
D
2013-12-20
2019-07-31
1 BIOGEN INC
D
2014-05-09
2019-07-31
1 FACEBOOK INC-A
P
2015-02-09
2019-07-31
3 MAGNA INTERNATIONAL INC
P
2015-08-10
2019-07-31
4 SYNCHRONY FINANCIAL
P
2016-02-18
2019-07-31
1 HONEYWELL INTERNATIONAL INC
P
2016-05-02
2019-07-31
2 DELTA AIR LINES INC
P
2016-07-19
2019-07-31
1 GOLDMAN SACHS GROUP INC
P
2017-02-27
2019-07-31
2 ZOETIS INC
P
2017-09-06
2019-07-31
1 RAYTHEON COMPANY
P
2017-09-14
2019-07-31
3 CITIGROUP INC
P
2018-01-19
2019-07-31
3 CBRE GROUP INC
P
2018-05-03
2019-07-31
3 VERIZON COMMUNICATIONS INC
P
2018-05-23
2019-07-31
1 FIDELITY NATIONAL INFORMATION
P
2018-08-17
2019-07-31
1 VERTEX PHARMACEUTICALS INC
P
2018-11-07
2019-07-31
2 ROYAL DUTCH SHELL PLC-ADR
P
2018-12-26
2019-07-31
1 AUTOMATIC DATA PROCESSING
P
2019-01-23
2019-07-31
13.218 AB SMALL CAP CORE PORTFOLIO ADV CL
P
2016-06-09
2019-08-01
5 BANK OF AMERICA CORP
P
2015-08-03
2019-08-12
1 MICROSOFT CORP
P
2015-04-30
2019-08-15
2 REGENCY CENTERS CORP
P
2018-10-09
2019-08-15
1 VISA INC - CLASS A SHARES
D
2014-03-11
2019-08-19
1 APPLE INC
D
2014-04-29
2019-08-19
3 ORACLE CORP
P
2015-09-01
2019-08-19
2 PROCTER & GAMBLE CO/THE
P
2017-03-17
2019-08-19
1 BOEING CO/THE
P
2017-08-03
2019-08-19
1 ULTA BEAUTY INC
P
2018-11-07
2019-08-19
90.044 BERNSTEIN INTERMEDIATE DURATION PORTFOLIO
P
2014-11-11
2019-08-28
59.127 AB GLOBAL BOND FUND- ADV
P
2014-11-11
2019-08-28
3 APPLE INC
D
2014-04-29
2019-08-29
4 WALT DISNEY CO/THE
D
2014-10-16
2019-08-29
2 WALT DISNEY CO/THE
D
2014-10-17
2019-08-29
3 ORACLE CORP
P
2015-09-01
2019-08-29
3 ORACLE CORP
P
2016-08-11
2019-08-29
7 TJX COMPANIES INC
P
2017-05-30
2019-08-29
4 CHEVRON CORP
P
2018-01-17
2019-08-29
9 VMWARE INC-CLASS A
P
2019-02-12
2019-08-29
17 CUBESMART
P
2018-06-15
2019-09-03
14 BERRY GLOBAL GROUP INC
P
2019-07-24
2019-09-03
4 BERRY GLOBAL GROUP INC
P
2019-08-05
2019-09-03
1 APPLE INC
D
2014-04-29
2019-09-16
1 PEPSICO INC
P
2015-09-03
2019-09-17
1 CHEVRON CORP
P
2018-01-17
2019-09-17
5.821 AB DISCOVERY VALUE-ADV
D
2012-04-10
2019-09-18
3.62 AB DISCOVERY VALUE-ADV
D
2012-12-26
2019-09-18
6 COMCAST CORP-CLASS A
D
2012-05-08
2019-09-18
70.414 BERNSTEIN INTERNATIONAL PORT
P
2014-11-11
2019-09-18
200.297 BERNSTEIN INTERMEDIATE DURATION PORTFOLIO
P
2014-11-11
2019-09-18
394.432 AB GLOBAL BOND FUND- ADV
P
2014-11-11
2019-09-18
127.19 OVERLAY A PORTFOLIO CLASS 1
P
2014-11-11
2019-09-18
226.734 OVERLAY B PORTFOLIO CLASS 1
P
2014-11-11
2019-09-18
23.35 AB DISCOVERY VALUE-ADV
P
2014-12-23
2019-09-18
3 MICROSOFT CORP
P
2015-04-30
2019-09-18
20.53 AB DISCOVERY GRWTH FUND- AD
P
2015-05-04
2019-09-18
1 COSTCO WHOLESALE CORP
P
2016-06-06
2019-09-18
46.51 AB SMALL CAP CORE PORTFOLIO ADV CL
P
2016-06-09
2019-09-18
1 ADOBE INC
P
2016-07-25
2019-09-18
13.78 AB SMALL CAP CORE PORTFOLIO ADV CL
P
2016-08-05
2019-09-18
2 TEXAS INSTRUMENTS INC
P
2016-10-14
2019-09-18
3 WELLS FARGO & COMPANY
D
2012-12-28
2019-09-19
2 GILEAD SCIENCES INC
D
2014-04-15
2019-09-19
1 FACEBOOK INC-A
P
2015-09-10
2019-09-19
1 UNITEDHEALTH GROUP INC
P
2015-10-09
2019-09-19
1 MID-AMERICA APARTMENT COMM
P
2017-06-09
2019-09-19
1 ZOETIS INC
P
2017-09-06
2019-09-19
67.578 BERNSTEIN INTERMEDIATE DURATION PORTFOLIO
P
2014-11-11
2019-09-26
95.843 AB GLOBAL BOND FUND- ADV
P
2014-11-11
2019-09-26
1 WALMART INC
P
2017-06-21
2019-10-10
2 ROSS STORES INC
P
2015-10-09
2019-10-17
1 BERKSHIRE HATHAWAY INC-CL B
P
2018-07-20
2019-10-17
1 DOLLAR GENERAL CORP
P
2018-12-26
2019-10-17
1 BIOGEN INC
D
2014-05-09
2019-10-18
1 BIOGEN INC
P
2015-02-09
2019-10-18
2 BIOGEN INC
P
2017-02-08
2019-10-18
1 BIOGEN INC
P
2017-09-06
2019-10-21
1 BIOGEN INC
P
2017-09-25
2019-10-21
2 VERIZON COMMUNICATIONS INC
P
2018-05-23
2019-10-21
1 JPMORGAN CHASE & CO
P
2017-05-01
2019-10-22
22.525 BERNSTEIN INTERMEDIATE DURATION PORTFOLIO
P
2014-11-11
2019-10-23
11.21 OVERLAY A PORTFOLIO CLASS 1
P
2014-11-11
2019-10-23
4 PFIZER INC
D
2012-04-09
2019-10-24
86.983 BERNSTEIN INTERNATIONAL PORT
P
2014-11-11
2019-10-29
1 MERCK & CO. INC.
P
2015-02-20
2019-11-13
1 COSTCO WHOLESALE CORP
P
2016-06-06
2019-11-13
4 MERCK & CO. INC.
P
2016-06-20
2019-11-13
8 ORACLE CORP
P
2016-08-11
2019-11-13
8 SYNCHRONY FINANCIAL
P
2016-02-18
2019-11-14
11 NISOURCE INC
P
2016-06-29
2019-11-14
10 NISOURCE INC
P
2016-06-30
2019-11-14
3 ULTA BEAUTY INC
P
2018-11-07
2019-11-14
4 ELI LILLY & CO
P
2019-04-10
2019-11-14
19 DISCOVERY INC-A
P
2019-06-24
2019-11-14
7 SYNCHRONY FINANCIAL
P
2016-02-18
2019-11-15
11 SYNCHRONY FINANCIAL
P
2016-03-01
2019-11-15
7 NISOURCE INC
P
2016-06-30
2019-11-15
6 NISOURCE INC
P
2016-12-13
2019-11-15
3 ROSS STORES INC
P
2017-04-12
2019-11-15
4 EVEREST RE GROUP LTD
P
2017-12-14
2019-11-15
13 ELI LILLY & CO
P
2019-04-10
2019-11-15
15 DISCOVERY INC-A
P
2019-06-24
2019-11-15
2 DISCOVERY INC-A
P
2019-07-23
2019-11-15
14 NISOURCE INC
P
2016-12-13
2019-11-18
3 MID-AMERICA APARTMENT COMM
P
2017-06-09
2019-11-18
11 DISCOVERY INC-A
P
2019-07-23
2019-11-18
6 DISCOVERY INC-A
P
2019-08-02
2019-11-18
2 MID-AMERICA APARTMENT COMM
P
2017-06-09
2019-11-19
10 FNF GROUP
P
2017-08-08
2019-11-19
4 FNF GROUP
P
2018-06-06
2019-11-19
4 REGENCY CENTERS CORP
P
2018-10-09
2019-11-19
2 REGENCY CENTERS CORP
P
2018-10-10
2019-11-19
1 WALT DISNEY CO/THE
D
2014-10-17
2019-11-20
2 MERCK & CO. INC.
P
2016-06-20
2019-11-20
12 NISOURCE INC
P
2016-12-13
2019-11-20
11 NISOURCE INC
P
2017-06-07
2019-11-20
3 MID-AMERICA APARTMENT COMM
P
2017-06-09
2019-11-20
8 FNF GROUP
P
2018-06-06
2019-11-20
16 NISOURCE INC
P
2017-06-07
2019-11-21
7 REGENCY CENTERS CORP
P
2018-10-10
2019-11-22
4 REGENCY CENTERS CORP
P
2018-10-11
2019-11-22
4 GILEAD SCIENCES INC
D
2014-04-15
2019-12-02
2 WALT DISNEY CO/THE
D
2014-10-17
2019-12-02
1 WALT DISNEY CO/THE
P
2014-12-03
2019-12-02
6 XILINX INC
P
2016-05-13
2019-12-02
1 COSTCO WHOLESALE CORP
P
2016-06-06
2019-12-02
4 ROSS STORES INC
P
2017-04-12
2019-12-02
2 REGENCY CENTERS CORP
P
2018-10-11
2019-12-02
2 REGENCY CENTERS CORP
P
2018-10-15
2019-12-02
2 PHILLIPS 66
P
2019-07-19
2019-12-02
2 GILEAD SCIENCES INC
D
2014-04-15
2019-12-03
5 GILEAD SCIENCES INC
D
2014-06-09
2019-12-03
2 XILINX INC
P
2016-05-13
2019-12-03
3 XILINX INC
P
2016-05-16
2019-12-03
3 CHECK POINT SOFTWARE TECH
P
2019-02-12
2019-12-03
1 CHECK POINT SOFTWARE TECH
P
2019-02-13
2019-12-03
4 GILEAD SCIENCES INC
D
2014-06-09
2019-12-04
13 ALTRIA GROUP INC
P
2016-02-04
2019-12-05
1 ALTRIA GROUP INC
P
2016-12-09
2019-12-05
1 WALT DISNEY CO/THE
P
2014-12-03
2019-12-18
2 APPLE INC
D
2014-04-29
2019-12-24
3 NIKE INC -CL B
D
2014-10-17
2019-12-24
22.026 AB DISCOVERY VALUE-ADV
P
2014-12-23
2019-12-24
5 MICROSOFT CORP
P
2015-04-30
2019-12-24
41.367 AB DISCOVERY GRWTH FUND- AD
P
2015-05-04
2019-12-24
10 BANK OF AMERICA CORP
P
2015-08-03
2019-12-24
2 FACEBOOK INC-A1
P
2015-09-10
2019-12-24
39.958 AB DISCOVERY GRWTH FUND- AD
P
2015-09-30
2019-12-24
1 UNITEDHEALTH GROUP INC
P
2015-10-09
2019-12-24
2 HONEYWELL INTERNATIONAL INC
P
2016-05-02
2019-12-24
1 COSTCO WHOLESALE CORP
P
2016-06-06
2019-12-24
73.305 AB SMALL CAP CORE PORTFOLIO ADV CL
P
2016-08-05
2019-12-24
4 ORACLE CORP
P
2016-08-11
2019-12-24
1 ORACLE CORP
P
2016-11-03
2019-12-24
1 ALPHABET INC-CL C
P
2017-02-08
2019-12-24
2 PROCTER & GAMBLE CO/THE
P
2017-03-17
2019-12-24
2 JPMORGAN CHASE & CO
P
2017-05-01
2019-12-24
6 TJX COMPANIES INC
P
2017-05-30
2019-12-24
1 WALMART INC
P
2017-06-21
2019-12-24
1 JPMORGAN CHASE & CO
P
2017-06-22
2019-12-24
2 WALMART INC
P
2017-09-07
2019-12-24
1 EVEREST RE GROUP LTD
P
2017-12-14
2019-12-24
1 ANTHEM INC
P
2018-03-01
2019-12-24
4 REGENCY CENTERS CORP
P
2018-10-15
2019-12-24
3 REGENCY CENTERS CORP
P
2018-10-18
2019-12-24
1 BROADCOM INC
P
2019-05-15
2019-12-24
1 REGENERON PHARMACEUTICALS
P
2019-11-14
2019-12-24
206.585 BERNSTEIN INTERNATIONAL PORT
P
2014-11-11
2019-12-26
342.125 OVERLAY A PORTFOLIO CLASS 1
P
2014-11-11
2019-12-26
1 GILEAD SCIENCES INC
D
2014-06-09
2019-12-30
1 GILEAD SCIENCES INC
D
2014-10-16
2019-12-30
2 MERCK & CO. INC.
P
2016-06-20
2019-12-30
3 DELTA AIR LINES INC
P
2016-07-19
2019-12-30
1 NORFOLK SOUTHERN CORP
P
2017-02-28
2019-12-30
5 SYNCHRONY FINANCIAL
P
2017-06-05
2019-12-30
1 CDW CORP/DE
P
2017-06-21
2019-12-30
1 RAYTHEON COMPANY
P
2018-02-09
2019-12-30
4 FNF GROUP
P
2018-06-06
2019-12-30
3 US FOODS HOLDING CORP
P
2018-09-14
2019-12-30
3 ROYAL DUTCH SHELL PLC-ADR
P
2018-12-26
2019-12-30
1 JOHNSON & JOHNSON
P
2019-05-16
2019-12-30
2 PHILLIPS 66
P
2019-07-19
2019-12-30
Capital Gain Dividends
(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
4,522
4,522
b
52,471
52,471
c
1,000
1,078
-78
d
2,870
3,102
-232
e
5,130
5,477
-347
393
301
92
639
449
190
489
382
107
97
69
28
872
990
-118
308
211
97
923
652
271
314
279
35
210
186
24
944
831
113
839
776
63
276
297
-21
141
149
-8
1,745
1,806
-61
281
160
121
563
321
242
259
118
141
101
90
11
350
269
81
505
437
68
188
159
29
501
424
77
909
699
210
690
887
-197
168
225
-57
335
456
-121
516
664
-148
516
678
-162
428
570
-142
513
658
-145
342
374
-32
260
234
26
280
238
42
474
528
-54
473
444
29
376
355
21
376
355
21
468
444
24
262
237
25
316
262
54
263
276
-13
603
240
363
352
352
1,074
389
685
485
338
147
187
159
28
368
237
131
125
151
-26
515
515
416
328
88
712
678
34
567
680
-113
529
509
20
353
319
34
266
120
146
204
178
26
306
273
33
324
342
-18
156
156
68
48
20
384
149
235
697
570
127
389
147
242
328
275
53
1,184
810
374
501
241
260
488
248
240
892
481
411
853
598
255
611
381
230
640
471
169
380
413
-33
533
539
-6
609
666
-57
295
160
135
248
217
31
564
747
-183
251
217
34
278
367
-89
142
184
-42
248
286
-38
280
147
133
296
243
53
328
352
-24
589
240
349
366
157
209
4,910
5,102
-192
4,435
4,466
-31
2,310
2,346
-36
300
261
39
262
182
80
396
277
119
250
152
98
245
230
15
328
190
138
398
242
156
607
403
204
316
229
87
1,088
635
453
205
134
71
409
303
106
63
80
-17
502
650
-148
753
984
-231
517
1,104
-587
248
524
-276
645
431
214
817
607
210
692
693
-1
692
725
-33
140
300
-160
193
424
-231
149
336
-187
966
677
289
449
316
133
608
533
75
790
816
-26
935
937
-2
2,760
2,754
6
1,415
1,422
-7
346
378
-32
273
163
110
254
174
80
249
118
131
233
138
95
78
47
31
251
217
34
291
233
58
252
229
23
415
394
21
309
195
114
660
422
238
295
133
162
264
120
144
1,600
1,564
36
1,800
1,769
31
414
147
267
500
408
92
271
230
41
352
130
222
388
190
198
342
262
80
113
61
52
364
322
42
227
126
101
250
265
-15
800
266
534
1,300
1,270
30
1,145
1,123
22
855
852
3
299
227
72
359
378
-19
538
170
368
277
188
89
43
32
11
598
492
106
1,138
819
319
464
281
183
387
283
104
279
322
-43
70
79
-9
314
357
-43
314
284
30
140
125
15
314
324
-10
157
153
4
175
176
-1
157
115
42
218
79
139
239
262
-23
197
75
122
152
166
-14
145
106
39
174
110
64
124
81
43
221
249
-28
231
127
104
184
181
3
214
234
-20
161
137
24
168
146
22
134
107
27
169
181
-12
128
115
13
169
133
36
145
132
13
138
88
50
133
49
84
130
128
2
180
57
123
212
85
127
162
109
53
240
183
57
333
237
96
327
291
36
1,230
1,242
-12
515
505
10
626
254
372
552
323
229
276
168
108
157
109
48
157
124
33
385
263
122
469
529
-60
1,218
1,471
-253
611
531
80
538
757
-219
154
171
-17
218
85
133
135
92
43
124
132
-8
118
53
65
73
33
40
279
264
15
1,140
1,117
23
2,700
2,762
-62
3,400
3,368
32
1,670
1,652
18
2,485
2,469
16
474
474
410
147
263
240
206
34
289
152
137
513
464
49
275
97
178
152
143
9
255
138
117
148
126
22
132
134
-2
189
92
97
233
118
115
130
107
23
125
63
62
915
932
-17
830
819
11
119
76
43
225
98
127
209
197
12
163
102
61
222
262
-40
222
369
-147
444
538
-94
223
321
-98
223
319
-96
121
97
24
125
87
38
304
311
-7
148
146
2
145
115
30
1,450
1,380
70
85
58
27
303
152
151
339
226
113
450
331
119
294
212
82
290
284
6
263
262
1
729
872
-143
446
510
-64
570
586
-16
260
185
75
408
301
107
185
184
1
158
133
25
339
192
147
1,067
868
199
1,470
1,657
-187
449
463
-14
60
62
-2
370
310
60
414
322
92
336
339
-3
183
174
9
275
215
60
480
351
129
192
148
44
261
256
5
130
127
3
146
84
62
170
113
57
313
265
48
287
291
-4
414
322
92
383
297
86
418
423
-5
449
446
3
256
249
7
265
268
-3
301
168
133
150
93
57
542
260
282
295
152
143
465
256
209
129
125
4
129
124
5
229
205
24
132
134
-2
329
394
-65
176
87
89
264
131
133
342
356
-14
114
119
-5
265
315
-50
649
769
-120
50
66
-16
147
93
54
568
170
398
300
132
168
450
447
3
787
246
541
481
415
66
352
177
175
412
183
229
464
359
105
295
118
177
352
219
133
294
152
142
865
759
106
214
165
49
53
38
15
1,344
810
534
250
183
67
275
175
100
362
225
137
119
76
43
137
87
50
239
160
79
274
217
57
305
233
72
248
249
-1
186
190
-4
320
302
18
376
344
32
3,545
3,276
269
4,670
4,444
226
65
79
-14
65
98
-33
182
113
69
177
121
56
194
121
73
181
139
42
143
63
80
222
200
22
180
148
32
126
93
33
180
173
7
145
138
7
221
205
16
1,328
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
4,522
b
52,471
c
-78
d
-232
e
-347
92
190
107
28
-118
97
271
35
24
113
63
-21
-8
-61
121
242
141
11
81
68
29
77
210
-197
-57
-121
-148
-162
-142
-145
-32
26
42
-54
29
21
21
24
25
54
-13
363
352
685
147
28
131
-26
515
88
34
-113
20
34
146
26
33
-18
20
235
127
242
53
374
260
240
411
255
230
169
-33
-6
-57
135
31
-183
34
-89
-42
-38
133
53
-24
349
209
-192
-31
-36
39
80
119
98
15
138
156
204
87
453
71
106
-17
-148
-231
-587
-276
214
210
-1
-33
-160
-231
-187
289
133
75
-26
-2
6
-7
-32
110
80
131
95
31
34
58
23
21
114
238
162
144
36
31
267
92
41
222
198
80
52
42
101
-15
534
30
22
3
72
-19
368
89
11
106
319
183
104
-43
-9
-43
30
15
-10
4
-1
42
139
-23
122
-14
39
64
43
-28
104
3
-20
24
22
27
-12
13
36
13
50
84
2
123
127
53
57
96
36
-12
10
372
229
108
48
33
122
-60
-253
80
-219
-17
133
43
-8
65
40
15
23
-62
32
18
16
263
34
137
49
178
9
117
22
-2
97
115
23
62
-17
11
43
127
12
61
-40
-147
-94
-98
-96
24
38
-7
2
30
70
27
151
113
119
82
6
1
-143
-64
-16
75
107
1
25
147
199
-187
-14
-2
60
92
-3
9
60
129
44
5
3
62
57
48
-4
92
86
-5
3
7
-3
133
57
282
143
209
4
5
24
-2
-65
89
133
-14
-5
-50
-120
-16
54
398
168
3
541
66
175
229
105
177
133
142
106
49
15
534
67
100
137
43
50
79
57
72
-1
-4
18
32
269
226
-14
-33
69
56
73
42
80
22
32
33
7
7
16
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
78,216
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
2,181
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
124,494
1,376,898
0.09042
2017
97,442
1,493,599
0.06524
2016
81,372
1,429,105
0.05694
2015
112,640
1,532,527
0.07350
2014
2
Total
of line 1, column (d)
.....................
2
0.286095
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
0.071524
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
1,432,728
5
Multiply line 4 by line 3
......................
5
102,474
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
759
7
Add lines 5 and 6
........................
7
103,233
8
Enter qualifying distributions from Part XII, line 4
,.............
8
89,575
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
1,519
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
3
Add lines 1 and 2
...........................
3
1,519
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
1,519
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
2,325
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
2,325
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
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
806
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
806
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
SHAVIT CHARITABLE FOUNDATION
Telephone no.
(212) 729-1389
Located at
225 WEST 83RD STREET UNIT 3Q
NEW YORK
NY
ZIP+4
10024
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
SIMCHA LYONS
Trustee
2.00
7,000
225 W 83RD STREET-UNIT 3Q
NEW YORK
,
NY
10024
ALLAN GENAUER
Trustee
2.00
7,000
400 N LAS PALMAS AVENUE
LOS ANGELES
,
CA
90004
AVI LYONS
Trustee
2.00
7,000
247 WEST 87TH STREET
NEW YORK
,
NY
10024
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
...................
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
.............
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
.........................
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
853,491
b
Average of monthly cash balances
.......................
1b
3,217
c
Fair market value of all other assets (see instructions)
................
1c
597,838
d
Total
(add lines 1a, b, and c)
.........................
1d
1,454,546
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
3
Subtract line 2 from line 1d
.........................
3
1,454,546
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
21,818
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
1,432,728
6
Minimum investment return.
Enter 5% of line 5
..................
6
71,636
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
71,636
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
1,519
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
1,519
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
70,117
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
70,117
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
70,117
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
89,575
b
Program-related investments—total from Part IX-B
..................
1b
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
89,575
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
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
89,575
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
70,117
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
37,310
c
From 2016
......
10,270
d
From 2017
......
23,850
e
From 2018
......
57,477
f
Total
of lines 3a through e
........
128,907
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
89,575
a
Applied to 2018, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
70,117
e
Remaining amount distributed out of corpus
19,458
5
Excess distributions carryover applied to 2019.
(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
148,365
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
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
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
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)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
148,365
10
Analysis of line 9:
a
Excess from 2015
....
37,310
b
Excess from 2016
....
10,270
c
Excess from 2017
....
23,850
d
Excess from 2018
....
57,477
e
Excess from 2019
....
19,458
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 email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
CONGREGATION OHAV SHALOM
270 W 84TH STREET
NEW YORK
,
NY
10024
None
EXEMPT
SUPPORT
525
JEWISH INSTITUTE FOR NATL SECURITY
1370 NEW YORK AVE NW
WASHINGTON
,
DC
20005
None
EXEMPT
SUPPORT
10,000
THE JEWISH CENTER
131 W 86TH STREET
NEW YORK
,
NY
10024
None
EXEMPT
SUPPORT
9,000
YESHIVAS TORAH EMES
1025 NE 183RD STREET
NORTH MIAMI BEACH
,
FL
33179
None
EXEMPT
SUPPORT
7,000
BAIS YAAKOV SCHOOL FOR GIRLS
7353 BEVERLY BLVD
LOS ANGELES
,
CA
90036
None
EXEMPT
SUPPORT
1,500
YAVNEH HEBREW ACADEMY
5353 W 3RD STREET
LOS ANGELES
,
CA
90020
None
EXEMPT
SUPPORT
15,500
KOLLEL LOS ANGELES
7216 BEVERLY BLVD
LOS ANGELES
,
CA
90036
None
EXEMPT
SUPPORT
1,000
CONGREGATION SHAAREI TEFILA
7269 BEVERLY BLVD
LOS ANGELES
,
CA
90036
None
EXEMPT
SUPPORT
1,000
CONGREGATION BAIS YEHUDA
360 N LA BREA AVE
LOS ANGELES
,
CA
90036
None
EXEMPT
SUPPORT
2,000
TOMCHEI SHABBOS
9041 WEST PICO BOULEVARD
LOS ANGELES
,
CA
90035
None
EXEMPT
SUPPORT
1,000
TORAH ACADEMY OF BOCA RATON
447 NW SPANISH RIVER BLVD
BOCA RATON
,
FL
33431
None
EXEMPT
SUPPORT
500
KEHILLAT YAVNEH
5353 W THIRD STREET
LOS ANGELES
,
CA
90020
None
EXEMPT
SUPPORT
3,000
TORAH DAY SCHOOL
1625 S COLUMBIAN WAY
SEATTLE
,
WA
98108
None
EXEMPT
SUPPORT
1,000
TALMUD TORAH HAREEM INC
1520 39TH STREET
BROOKLYN
,
NY
11218
None
EXEMPT
SUPPORT
1,000
YESHIVA GEDOLAH OF LOS ANGELES
5444 W OLYMPIC BLVD
LOS ANGELES
,
CA
90036
None
EXEMPT
SUPPORT
1,500
HATZOLAH OF LA
1417 S DOHENY DR
LOS ANGELES
,
CA
90035
None
EXEMPT
SUPPORT
500
YESHIVA MEKOR HATORAH
180 SIMS AVENUE
LAKEWOOD
,
NJ
08701
None
EXEMPT
SUPPORT
5,000
CHABAD OF MIDTOWN MANHATTAN
509 5TH AVENUE
NEW YORK
,
NY
10017
None
EXEMPT
SUPPORT
3,000
MANHATTAN JEWISH EXPERIENCE
131 W 86TH STREET-10TH FLOOR
NEW YORK
,
NY
10024
None
EXEMPT
SUPPORT
3,000
GATEWAYS
11 WALLENBERG CIR
MONSEY
,
NY
10952
None
EXEMPT
SUPPORT
5,000
JEWISH INSTITUTE FOR NATL SECURITY
1101 14TH STREET NW SUITE 1030
WASHINGTON
,
DC
20005
None
EXEMPT
SUPPORT
5,000
Total
.................................
3a
77,025
b
Approved for future payment
Total
.................................
3b
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
59
4
Dividends and interest from securities
....
14
19,140
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
78,216
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
INC FROM INVEST IN PTRSHP
14
3,119
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
100,534
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
100,534
(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:
19009920
Software Version:
2019v5.0
Form 990PF - Special Condition Description:
Special Condition Description