-
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
ONE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
125 WHITESTICK ROAD
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BECKLEY
,
WV
25801
A Employer identification number
31-6622764
B
Telephone number (see instructions)
(304) 256-6426
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)
$
23,447,818
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
4
Dividends and interest from securities
...
671,064
671,064
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,977,130
b
Gross sales price for all assets on line 6a
3,804,043
7
Capital gain net income (from Part IV, line 2)
...
1,977,130
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)
.......
698,269
698,269
12
Total.
Add lines 1 through 11
........
3,346,463
3,346,463
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
122,397
61,198
61,199
c
Other professional fees (attach schedule)
....
27,810
27,810
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
22,000
0
0
19
Depreciation (attach schedule) and depletion
...
1,460
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
37,099
9,275
27,824
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
12,644
0
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
223,410
98,283
89,023
25
Contributions, gifts, grants paid
.......
1,466,133
1,466,133
26
Total expenses and disbursements.
Add lines 24 and 25
1,689,543
98,283
1,555,156
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
1,656,920
b
Net investment income
(if negative, enter -0-)
3,248,180
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
1
2
2
2
Savings and temporary cash investments
.........
187,700
368,931
368,931
3
Accounts receivable
356,132
Less: allowance for doubtful accounts
8,395
356,132
356,132
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)
.......
6,170,459
6,573,399
5,648,533
c
Investments—corporate bonds (attach schedule)
.......
4,150,100
5,031,232
5,088,551
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
8,404,426
8,680,614
9,543,448
14
Land, buildings, and equipment: basis
5,834
Less: accumulated depreciation (attach schedule)
4,924
2,370
910
910
15
Other assets (describe
)
2,867,075
2,441,311
2,441,311
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
21,790,526
23,452,531
23,447,818
17
Accounts payable and accrued expenses
..........
27,565
29,165
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
)
0
3,485
23
Total liabilities
(add lines 17 through 22)
.........
27,565
32,650
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
........
20,000
20,000
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
21,742,961
23,399,881
29
Total net assets or fund balances
(see instructions)
.....
21,762,961
23,419,881
30
Total liabilities and net assets/fund balances
(see instructions)
.
21,790,526
23,452,531
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
21,762,961
2
Enter amount from Part I, line 27a
.....................
2
1,656,920
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
23,419,881
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
23,419,881
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
BLACKROCK STRAT INC OPP-INST
2019-02-13
2019-02-21
b
METROPOLITAN WEST FDS LOW DURATION
2019-02-13
2019-02-21
c
AIA GROUP LTD
2012-02-09
2019-02-12
d
ABBVIE INC
2012-12-28
2019-02-12
e
ADIDAS AG
2015-06-11
2019-02-12
ADIDAS AG
2015-08-18
2019-02-12
ADVANCE AUTO PARTS INC
2012-09-20
2019-02-12
ALASKA AIR GROUP, INC
2012-12-28
2019-02-12
ALLEGHENY TECHNOLOGIES INC
2016-01-19
2019-02-12
ALPHABET INC
2012-03-01
2019-02-12
ALPHABET INC
2012-07-20
2019-02-12
ALPHABET INC/CA
2012-03-01
2019-02-12
ALPHABET INC/CA
2012-07-20
2019-02-12
AMAZON COM INC
2014-12-12
2019-02-12
AMAZON COM INC
2014-12-17
2019-02-12
AMERICAN WTR WKS CO INC NEW
2012-12-28
2019-02-12
AMGEN INC
2012-12-28
2019-02-12
AMPHENOL CORP NEW
2012-12-28
2019-02-12
ANGLO AMERICAN PLC-SPONS ADR
2016-01-05
2019-02-12
ANTHEM INC
2012-12-28
2019-02-12
APPLE COMPUTER INC COM
2012-12-28
2019-02-12
APPLE COMPUTER INC COM
2013-06-21
2019-02-12
APPLE COMPUTER INC COM
2013-09-20
2019-02-12
ARTISAN DEVELOPING WORLD-ADV
2016-06-13
2019-09-23
AUTODESK INC COM
2012-12-28
2019-02-12
AVERY DENNISON CORP
2012-12-28
2019-02-12
BANK AMER CORP
2012-12-28
2019-02-12
BERKSHIRE HATHAWAY INC DEL CL B
2012-12-28
2019-02-12
BEST BUY INC COM
2012-12-28
2019-02-12
BOEING COMPANY
2012-12-28
2019-02-12
C S L LTD-SPONSORED ADR
2010-08-24
2019-02-12
CSX CORP COM
2012-12-28
2019-02-12
CANADIAN NATL RY CO
2011-02-01
2019-02-12
CHARTER COMMUNICATIONS INC-A
2012-12-28
2019-02-12
CISCO SYS INC
2012-12-28
2019-02-12
CINTAS CORP
2012-12-28
2019-02-12
CORNING INC COM
2012-12-28
2019-02-12
EVERETT SPINCO INC-W/ I
2012-12-28
2019-02-12
DARLING INTL INC
2016-01-19
2019-02-12
DASSAULT SYS S A
2009-10-01
2019-02-12
DELTA AIR LINES INC - W/I
2012-12-28
2019-02-12
DISNEY (WALT) COMPANY HOLDING CO.
2012-03-23
2019-02-12
ECOLAB INC COM
2012-02-10
2019-02-12
ECOLAB INC COM
2012-02-28
2019-02-12
ELECTRONIC ARTS
2012-12-28
2019-02-12
FACEBOOK INC
2012-11-08
2019-02-12
VULCAN VALUE PARTNERS S/C
2013-06-27
2019-01-24
VULCAN VALUE PARTNERS S/C
2015-05-26
2019-01-24
FOSSIL GROUP INC
2017-11-15
2019-02-12
FREEPORT-MCMORAN COPPER & GOLD INC CL B
2016-01-19
2019-02-12
GLENCORE XSTRATA PLC
2016-01-05
2019-02-12
GLOBAL PMTS INC
2012-12-28
2019-02-12
H P INC
2012-12-28
2019-02-12
HEWLETT PACKARD ENTERPRIS
2012-12-28
2019-02-12
HOLLYFRONTIER CORP
2016-09-16
2019-02-12
HOME DEPOT INC USD 0.05
2012-12-28
2019-02-12
HONEYWELL INTL INC
2012-12-28
2019-02-12
HUMANA INC COM
2013-01-07
2019-02-12
INTEL CORPORATION
2012-11-16
2019-02-12
INTUITIVE SURGICAL INC
2010-10-20
2019-02-12
J P MORGAN CHASE & CO
2012-05-11
2019-02-12
J P MORGAN CHASE & CO
2012-06-15
2019-02-12
J P MORGAN CHASE & CO
2012-10-15
2019-02-12
TEMPLETON GLOBAL BD FD ADVISOR CL
2013-06-27
2019-08-16
TEXAS INSTRUMENTS INC
2012-12-28
2019-02-12
TOKYO ELECTRON LTD - UNSPONSORED ADR
2016-02-09
2019-02-12
TOPBUILD CORP-W/I
2012-12-28
2019-02-12
TORCHMARK CORP COM
2012-12-28
2019-02-12
TREASURY WINE ESTATES-ADR
2015-06-11
2019-02-12
UNION PACIFIC CORP
2012-09-07
2019-02-12
UNION PACIFIC CORP
2012-10-26
2019-02-12
UNITED HEALTH GROUP INC
2013-02-28
2019-02-12
UNITED HEALTH GROUP INC
2013-03-15
2019-02-12
UNITED HEALTH GROUP INC
2013-06-21
2019-02-12
VALERO ENERGY CORP NEW
2012-12-28
2019-02-12
VANGUARD TAX MANAGED INT-INS
2017-09-14
2019-02-21
ALTERNATIVE INVESTMENTS
P
ALTERNATIVE INVESTMENTS
P
GAINS ON DISPOSAL OF ALTERNATIVE INVESTMENTS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
87,500
87,590
-90
b
87,500
87,500
0
c
70,997
25,785
45,212
d
50,481
21,482
28,999
e
11,017
3,932
7,085
11,244
3,719
7,525
18,011
7,461
10,550
7,206
2,308
4,898
26,042
7,195
18,847
21,139
5,870
15,269
21,256
5,798
15,458
21,341
5,887
15,454
21,341
5,783
15,558
42,124
7,991
34,133
8,101
1,494
6,607
36,336
13,707
22,629
54,361
24,851
29,510
25,359
8,917
16,442
34,601
5,871
28,730
94,697
18,832
75,865
32,107
13,768
18,339
45,188
15,720
29,468
14,270
5,604
8,666
200,000
134,982
65,018
19,432
4,348
15,084
30,274
10,137
20,137
170,706
68,000
102,706
202,922
87,616
115,306
40,206
7,608
32,598
110,370
20,261
90,109
48,379
9,827
38,552
61,861
17,127
44,734
15,187
6,446
8,741
28,247
6,761
21,486
50,085
20,498
29,587
41,423
8,403
33,020
10,577
3,937
6,640
6,300
1,735
4,565
13,429
5,701
7,728
27,919
5,411
22,508
19,515
4,424
15,091
52,187
20,674
31,513
28,169
10,683
17,486
12,234
4,674
7,560
25,235
3,542
21,693
48,808
5,983
42,825
222,961
250,000
-27,039
151,550
183,000
-31,450
13,093
5,836
7,257
32,582
11,287
21,295
26,936
9,245
17,691
32,009
6,138
25,871
58,158
16,393
41,765
40,070
10,455
29,615
33,983
15,655
18,328
59,880
19,605
40,275
60,172
24,227
35,945
50,434
11,641
38,793
62,718
25,219
37,499
44,966
7,230
37,736
11,728
4,242
7,486
20,397
7,002
13,395
45,892
19,007
26,885
226,590
264,071
-37,481
45,377
13,072
32,305
9,565
3,775
5,790
6,137
1,920
4,217
29,988
12,380
17,608
19,675
6,654
13,021
43,268
15,846
27,422
35,613
13,113
22,500
42,786
8,821
33,965
5,705
1,204
4,501
17,114
4,218
12,896
74,012
27,217
46,795
175,000
186,113
-11,113
-35,575
247,352
1,739
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
-90
b
0
c
45,212
d
28,999
e
7,085
7,525
10,550
4,898
18,847
15,269
15,458
15,454
15,558
34,133
6,607
22,629
29,510
16,442
28,730
75,865
18,339
29,468
8,666
65,018
15,084
20,137
102,706
115,306
32,598
90,109
38,552
44,734
8,741
21,486
29,587
33,020
6,640
4,565
7,728
22,508
15,091
31,513
17,486
7,560
21,693
42,825
-27,039
-31,450
7,257
21,295
17,691
25,871
41,765
29,615
18,328
40,275
35,945
38,793
37,499
37,736
7,486
13,395
26,885
-37,481
32,305
5,790
4,217
17,608
13,021
27,422
22,500
33,965
4,501
12,896
46,795
-11,113
-35,575
247,352
1,739
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,977,130
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
1,199,534
18,895,550
0.063482
2017
1,118,704
18,589,939
0.060178
2016
1,233,232
19,217,842
0.064171
2015
1,140,598
16,139,468
0.070671
2014
1,026,974
14,307,554
0.071778
2
Total
of line 1, column (d)
.....................
2
0.330280
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
0.066056
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
21,425,529
5
Multiply line 4 by line 3
......................
5
1,415,285
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
32,482
7
Add lines 5 and 6
........................
7
1,447,767
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,902,891
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
32,482
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
32,482
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
32,482
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
31,063
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
15,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
46,063
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
13,581
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
13,581
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
No
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)
WV
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
Yes
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
DAVID MCCLURE
Telephone no.
(304) 256-6426
Located at
125 WHITESTICK ROAD
BECKLEY
WV
ZIP+4
25801
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
MARZ ATTAR
TRUSTEE
5.00
0
0
0
125 WHITESTICK ROAD
BECKLEY
,
WV
25801
TOM R ATTAR
TRUSTEE
2.00
0
0
0
30 HALKIN LANE
BERKELEY
,
CA
94708
DAVID B MCCLURE
DIRECTOR
2.00
0
0
0
125 WHITESTICK ROAD
BECKLEY
,
WV
25801
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
THE FOUNDATION HAS INVESTED IN RSF SOCIAL FINANCE NOTES. THE NOTES PROVIDE FOR LOANS FOCUSED ON PROVIDING SUPPORT ENTERPRISES WORKING TO CREATE POSITIVE SOCIAL AND ENVIRONMENTAL CHANGE. THE NOTES SATISFY IRC REG SEC 53.4944-3(A)(1).
347,735
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
347,735
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
21,158,427
b
Average of monthly cash balances
.......................
1b
593,379
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
21,751,806
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
21,751,806
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
326,277
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
21,425,529
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,071,276
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
1,071,276
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
32,482
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
32,482
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,038,794
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,038,794
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
1,038,794
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
1,555,156
b
Program-related investments—total from Part IX-B
..................
1b
347,735
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
1,902,891
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
32,482
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,870,409
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
1,038,794
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
......
b
From 2015
......
c
From 2016
......
161,812
d
From 2017
......
199,149
e
From 2018
......
271,474
f
Total
of lines 3a through e
........
632,435
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,902,891
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
.....
1,038,794
e
Remaining amount distributed out of corpus
864,097
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
1,496,532
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)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,496,532
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
161,812
c
Excess from 2017
....
199,149
d
Excess from 2018
....
271,474
e
Excess from 2019
....
864,097
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).)
MARZ ATTAR
TOM R ATTAR
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:
TOM R ATTAR
125 WHITESTICK ROAD
BECKLEY
,
WV
25801
(304) 256-6427
b
The form in which applications should be submitted and information and materials they should include:
APPLICATIONS CAN BE SUBMITTED IN PERSON OR VIA MAIL AND SHOULD INCLUDE A DESCRIPTION OF THE PROJECT, ITS CHARITABLE PURPOSES AND DOCUMENTATION OF THE CHARITABLE STATUS OF THE REQUESTING ORGANIZATION.
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
84 AGENCY
207 WASHINGTON ST
CHARLESTON
,
WV
25302
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
7,500
AMMAN IMMAN WATER IS LIFE
914 ROBIN ROAD
SILVER SPRING
,
MD
20901
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
6,179
AN-NOOR FOUNDATION
536 PANTOPS CENTER 129
CHARLOTTESVILLE
,
VA
22911
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
2,000
AVAAZ FOUNDATION
27 UNION SQUARE WEST SUITE 500
NEW YORK
,
NY
10003
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
500
BBT FAR EAST AND MIDDLE EAST
9701 VENICE BLVD
LOS ANGELES
,
CA
90034
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
1,000
CENTER FOR ACTION AND CONTEMPLATION
PO BOX 12464
ALBUQUERQUE
,
NM
871950464
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
250
CHILDREN OF PERSIA
P O BOX 2602
MONTGOMERY VILLAGE
,
MD
20886
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
12,873
CIRCULOS INC
5315 JESMOND ST
ALEXANDRIA
,
VA
22315
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
8,000
COALFIELD DEVELOPMENT CORPORATE
P O BOX 1133
WAYNE
,
WV
25570
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
42,000
EARTH GARDIANS INC
3980 BROADWAY 103-229
BOULDER
,
CO
80304
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
500
ESPERANZA PROJECT
2481 N MOUNTAIN VIEW
SAN BERNARDINO
,
CA
92405
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
1,000
FOCUSING PHILANTHROPY INC
11693 SAN VINCENTE BLVD NO 255
LOS ANGELES
,
CA
90049
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
1,000
FORWARD SOUTHERN WEST VIRGINIA - WV HIVE
325 NEVILLE ST
BECKLEY
,
WV
25801
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
25,000
FRIENDS PUBLISHING COPORATION
1216 ARCH STREET NO 2D
PHILADELPHIA
,
PA
19107
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
50
FUTURE GENERATIONS
HC 73 BOX 100
FRANKLIN
,
WV
26807
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
25,000
GENERATION WV
426A SHREWSBURY ST
CHARLESTON
,
WV
25301
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
106,575
GFM MINISTRIES
PO BOX 540294
DALLAS
,
TX
75354
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
1,000
GLOBALGIVING FOUNDATION INC
1110 VERMONT AVENUE NW NO 550
WASHINGTON
,
DC
20005
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
200
GREENBRIER COUNTY HEALTH ALLIANCE
400 LEE STREET N
LEWISBURG
,
WV
24901
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
30,000
GREENBRIER VALLEY RESORATION PROJECT INC
PO BOX 484
LEWISBURG
,
WV
24901
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
2,000
GROUNDSWELL FUND
548 MARKET ST 49734
SAN FRANCISCO
,
CA
94104
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
500
HEART WALK FOUNDATION
40 N 300 E SUITE 202
ST GEORGE
,
UT
84770
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
500
IGLESIA PENTECOSTAL UNIDA HISPANA
618 MYRTLE AVE
BROOKLYN
,
NY
11205
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
2,000
INDEPENDENT BAPTIST MISSION FOR WEST VIRGINIA
6512 MACLANE PIKE
RED HOUSE
,
WV
25168
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
7,000
IRANIAN AMERICAN COMMUNITY CENTER INC
PO BOX 11336
MCLEAN
,
VA
22102
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
6,380
JUST VISION
1616 P STREET NW STE 340
WASHINGTON
,
DC
25801
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
50,000
LEWISBURG LITERARY GROUP INC
209 WASHINGTON STREET
LEWISBURG
,
WV
24901
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
5,000
MINDFUL LIVING INITIATIVE
655 GILUM MINE ROAD
ALSTEAD
,
NH
03602
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
500
NATIONAL IRANIAN AMERICAN COUNCIL
1629 K ST NW
WASHINGTON
,
DC
20006
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
10,000
NCI FUND
1098 TURNER ROAD
SHEPHERSTOWN
,
WV
25443
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
50,000
NETWORK FOR GOOD INC
1140 CONNECTICUT AVE NW 700
WASHINGTON
,
DC
20036
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
11,015
NEW RIVER GORGE LEARNING COOP
PO BOX 696
FAYETTEVILLE
,
WV
25840
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
45,000
NEXT WAVE MUSLIM INITIATIVE INC
PO BOX 30042
BETHESDA
,
MD
20824
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
1,000
OMID FOUNDATION USA
5817 EDSON LANE UNIT T3
NORTH BETHESDA
,
MD
208522906
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
2,000
POCAHONTAS COUNTY FAMILY RESOURCE NETWORK
PO BOX 3 OR 821A THIRD AVENUE
MARLINTON
,
WV
24954
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
10,000
PROJECT TURQUOISE
8646 OVERLOOK ROAD
MCLEAN
,
VA
22102
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
3,000
RIFFRAFF ARTS COLLECTIVE
865-869 MERCER ST
PRINCETON
,
WV
24740
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
45,000
RURAL ACTION INC
P O BOX 157
TRIMBLE
,
OH
45782
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
30,000
SHADDULI CENTER INC
418 BUENA TIERRA DRIVE
WOODLAND
,
CA
95695
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
7,000
SPROUTING FARMS
PO BOX 82
TALCOTT
,
WV
84981
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
30,000
SUFI CENTER EAST
1212 HAVEN LANE
WARFORDSBURG
,
PA
17267
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
8,619
THE INDUSTRIAL COMMONS
PO BOX 71
MORGANTOWN
,
NC
28680
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
45,000
THE ONENESS-FAMILY SCHOOL
6701 WISCONSIN AVENUE
CHEVY CHASE
,
MD
20815
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
530
THE POSITIVE FUTURES NETWORK
MADRONA WAY NE SUITE 116
BAINBRIDGE ISLAND
,
WA
98110
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
55,000
THE UNIVERSITY OF SPIRITUAL HEALING AND SUFISM THROUGH THE RELIGION OF
PO BOX 729
ANGWIN
,
CA
94508
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
1,253
THRESHOLD FOUNDATION
2875 ROUTE 35 NO 6N-50B
KATONAH
,
NY
10536
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
16,150
TRICYCLE FOUNDATION
89 FIFTH AVENUE
NEW YORK
,
NY
10003
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
59
UNITY PRODUCTIONS FOUNDATION
801 WAYNE AVE NO 201
SILVER SPRING
,
MD
20910
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
2,000
WEAVE A REAL PEACE INCORPORATED
5753 HWY 85 NORTH BOX 3044
CRESTVIEW
,
FL
32536
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
150
WORLD STEWARDSHIP INSTITUTE
887 SEBASTOPOL RD
SANTA ROSA
,
CA
95407
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
30,000
WV COMMUNITY DEVELOPMENT HUB
103 ADAMS ST STE 200
FAIRMONT
,
WV
26554
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
66,250
WVU FOUNDATION INC
ONE WATERFRONT PLACE 7TH FLR
MORGANTOWN
,
WV
26508
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
605,500
YEMEN RELIEF AND RECONSTRUCTION FOUNDATION
3216 74TH PL SE
MERCER ISLAND
,
WA
980403400
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
2,100
YES
420 BRONCO ROAD
SOQUEL
,
CA
950739510
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
20,000
YEW MOUNTAIN CENTER
9494 LOBELIA ROAD
HILLSBORO
,
WV
24946
NONE
501(C)(3)
WORKING CAPITAL OPERATIONS
25,000
Total
.................................
3a
1,466,133
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
671,064
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
.....
14
698,269
8
Gain or (loss) from sales of assets other than
inventory
............
18
1,977,130
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
3,346,463
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
3,346,463
(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