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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
07-01-2019
, and ending
06-30-2020
Name of foundation
TOUCHPOINT FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
114 W 47TH ST NY8-114-07-07 AFT
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK
,
NY
100361510
A Employer identification number
94-3339119
B
Telephone number (see instructions)
(888) 866-3275
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)
$
2,238,601
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
...
49,252
48,952
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
9,701
b
Gross sales price for all assets on line 6a
523,958
7
Capital gain net income (from Part IV, line 2)
...
9,701
8
Net short-term capital gain
.........
0
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)
.......
12
Total.
Add lines 1 through 11
........
58,953
58,653
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
2,500
0
0
2,500
c
Other professional fees (attach schedule)
....
32,184
19,311
12,874
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
502
408
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
1,461
9
1,452
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
36,647
19,728
0
16,826
25
Contributions, gifts, grants paid
.......
134,500
134,500
26
Total expenses and disbursements.
Add lines 24 and 25
171,147
19,728
0
151,326
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-112,194
b
Net investment income
(if negative, enter -0-)
38,925
c
Adjusted net income
(if negative, enter -0-)
...
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
.............
599
742
742
2
Savings and temporary cash investments
.........
128,806
49,041
49,041
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
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
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
4,009
2,885
2,919
b
Investments—corporate stock (attach schedule)
.......
1,197,254
1,118,415
1,647,854
c
Investments—corporate bonds (attach schedule)
.......
60,158
58,050
62,917
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
412,903
462,905
475,128
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
1,803,729
1,692,038
2,238,601
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
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
........
1,803,729
1,692,038
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)
.....
1,803,729
1,692,038
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,803,729
1,692,038
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
1,803,729
2
Enter amount from Part I, line 27a
.....................
2
-112,194
3
Other increases not included in line 2 (itemize)
3
503
4
Add lines 1, 2, and 3
..........................
4
1,692,038
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
1,692,038
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
2. ABBOTT LABORATORIES
2004-11-08
2019-07-03
b
27. ABBOTT LABORATORIES
2009-08-25
2019-07-03
c
8. ABBOTT LABORATORIES
2004-11-15
2019-07-03
d
33. ABBOTT LABORATORIES
2009-08-25
2019-09-03
e
9. ABBVIE INC
2009-08-25
2019-09-18
8. ABBVIE INC
2004-11-08
2019-09-18
8. ABBVIE INC
2004-11-15
2019-09-18
23. ABBVIE INC
2009-08-25
2019-11-11
1. AIR PRODUCTS & CHEMICALS INC
2017-11-14
2019-08-13
10. AIR PRODUCTS & CHEMICALS INC
2011-05-26
2019-09-03
6. AIR PRODUCTS & CHEMICALS INC
2017-11-14
2019-11-06
1. AIR PRODUCTS & CHEMICALS INC
2017-11-14
2019-11-11
2. AIR PRODUCTS & CHEMICALS INC
2017-11-14
2020-01-13
2. AIR PRODUCTS & CHEMICALS INC
2017-11-14
2020-01-31
5. ALPHABET INC SHS CL C
2015-08-28
2019-09-03
1. ALPHABET INC SHS CL C
2015-08-28
2019-11-11
36. ALTRIA GROUP INC
2009-06-04
2019-09-18
18. ALTRIA GROUP INC
2008-05-27
2019-09-18
25. ALTRIA GROUP INC
2009-06-04
2020-05-15
1. AMERCO
2017-11-14
2019-11-11
2. AMERCO
2017-11-14
2020-05-28
1. AMERCO
2017-11-14
2020-06-01
1. AMERCO
2018-12-19
2020-06-01
2. AMERCO
2018-12-19
2020-06-02
20. AMERICAN EXPRESS CO
2012-11-07
2019-09-03
5. AMERICAN EXPRESS CO
2011-03-14
2019-09-03
5. AMERICAN EXPRESS CO
2004-11-15
2019-09-03
32. AMERICAN EXPRESS CO
2012-11-07
2020-04-16
32. AMERICAN EXPRESS CO
2015-01-08
2020-04-16
20. AMERICAN EXPRESS CO
2014-09-10
2020-04-16
4. AMERICAN EXPRESS CO
2016-04-28
2020-04-16
15. ANHEUSER-BUSCH INBEV ADR
2014-06-12
2019-09-03
2. ANHEUSER-BUSCH INBEV ADR
2014-06-11
2019-09-03
15. ANHEUSER-BUSCH INBEV ADR
2014-06-12
2020-02-27
26. ANHEUSER-BUSCH INBEV ADR
2015-08-28
2020-02-27
7. ANHEUSER-BUSCH INBEV ADR
2016-04-28
2020-02-27
2. ANSYS INC
2018-06-21
2019-10-10
1. ANSYS INC
2018-06-29
2019-11-11
2. ANSYS INC
2018-06-21
2019-11-11
1. ANSYS INC
2018-07-27
2020-01-13
1. ANSYS INC
2018-07-27
2020-01-31
2. ANSYS INC
2018-07-27
2020-03-09
15. APPLE INC
2011-05-26
2019-09-03
4. APPLE INC
2009-08-25
2019-09-03
29. APPLE INC
2011-05-26
2019-11-11
4. AUTODESK INC COM
2017-11-14
2019-11-11
3. AUTODESK INC COM
2017-11-14
2020-01-15
1. AUTODESK INC COM
2017-11-14
2020-06-24
10. AUTOMATIC DATA PROCESSING INC
2009-08-25
2019-09-03
8. BLACK KNIGHT HOLDCO CORP
2017-11-14
2019-11-11
3. BLACK KNIGHT HOLDCO CORP
2017-11-14
2020-05-28
1. BLACK KNIGHT HOLDCO CORP
2017-11-14
2020-06-01
3. BLACKROCK INC CL A
2012-02-01
2019-11-11
5. BROADRIDGE FINL
2019-05-21
2019-09-03
22. BROOKFIELD ASSET MANAGEMENT INC
2017-11-14
2019-11-11
9. BROOKFIELD ASSET MANAGEMENT INC
2017-11-14
2020-02-19
11. BROOKFIELD ASSET MANAGEMENT INC
2017-11-14
2020-02-26
.5 BROOKFIELD ASSET MANAGEMENT INC
2017-11-14
2020-04-13
.5 BROOKFIELD ASSET MANAGEMENT INC
2017-11-14
2020-04-13
10. BROWN & BROWN INC COM
2017-11-14
2019-11-11
9. BROWN & BROWN INC COM
2017-11-14
2020-04-01
5. BROWN & BROWN INC COM
2017-11-14
2020-06-24
9. BROWN-FORMAN CORP
2017-11-14
2020-06-24
10. CBRE GROUP INC
2017-11-14
2019-11-11
12. CBRE GROUP INC
2017-11-14
2020-06-25
8. CANADIAN PAC RY LTD 00
2013-02-22
2019-09-03
3. CANADIAN PAC RY LTD 00
2013-02-21
2019-09-03
8. CARMAX INC
2017-11-14
2019-11-11
75. CARRIER GLOBAL CORP REG
2019-06-04
2020-04-07
275. CARRIER GLOBAL CORP REG
2019-01-18
2020-04-07
28. CARRIER GLOBAL CORP REG
2011-05-24
2020-04-16
26. CARRIER GLOBAL CORP REG
2007-10-25
2020-04-16
21. CARRIER GLOBAL CORP REG
2009-08-25
2020-04-16
7. CARRIER GLOBAL CORP REG
2016-04-28
2020-04-16
21. CHEVRON CORP
2004-11-15
2019-09-03
9. CHEVRON CORP
2004-11-15
2020-03-11
575. CITIGROUP INC
2020-03-05
2020-03-20
48. COCA-COLA CO/THE
2009-08-25
2019-09-03
60. COCA-COLA CO/THE
2004-11-15
2019-09-03
8. COLFAX CORP
2017-11-14
2019-11-11
10. COLFAX CORP
2017-11-14
2020-04-27
111. COMCAST CORP
2015-06-08
2019-09-03
66. COMCAST CORP
2013-07-10
2019-09-03
6. COMCAST CORP
2013-02-19
2019-09-03
39. COMCAST CORP
2015-06-08
2020-05-15
24. CONOCOPHILLIPS
2009-05-07
2020-03-11
100. CONOCOPHILLIPS
2009-08-25
2020-03-11
14. CONSTELLATION BRANDS INC
2016-11-17
2019-07-23
12. CONSTELLATION BRANDS INC
2017-03-09
2019-07-23
8. COPART INC
2017-11-14
2019-07-25
6. COPART INC
2017-11-14
2019-08-28
8. COPART INC
2017-11-14
2019-11-11
2. COPART INC
2017-11-14
2020-02-11
1. CREDIT ACCEP CORP MICH
2019-10-10
2019-11-11
31. DISNEY (WALT) CO COM STK
2009-08-25
2019-07-03
3. DISNEY (WALT) CO COM STK
2009-08-25
2019-09-03
14. DISNEY (WALT) CO COM STK
2011-03-02
2019-09-03
6. DISNEY (WALT) CO COM STK
2010-03-12
2019-09-03
6. DISNEY (WALT) CO COM STK
2011-03-02
2020-03-11
5. DISNEY (WALT) CO COM STK
2011-03-02
2020-04-16
28. DISNEY (WALT) CO COM STK
2014-04-07
2020-04-16
2. DISNEY (WALT) CO COM STK
2015-01-08
2020-04-16
2. DISNEY (WALT) CO COM STK
2011-03-14
2020-04-16
8. DISNEY (WALT) CO COM STK
2015-01-08
2020-05-15
16. DISNEY (WALT) CO COM STK
2019-07-23
2020-05-15
23. DISNEY (WALT) CO COM STK
2015-02-25
2020-05-15
6. DISNEY (WALT) CO COM STK
2016-04-28
2020-05-15
3. DISNEY (WALT) CO COM STK
2016-04-28
2020-05-15
4. DOLLAR GENERAL CORP
2017-11-14
2019-07-25
3. DOLLAR GENERAL CORP
2017-11-14
2019-10-10
5. DOLLAR GENERAL CORP
2017-11-14
2019-11-27
6. DOLLAR GENERAL CORP
2017-11-14
2020-04-01
1. DOLLAR GENERAL CORP
2017-11-14
2020-04-27
1. DOLLAR GENERAL CORP
2017-11-14
2020-05-28
1. DOLLAR GENERAL CORP
2018-06-21
2020-05-28
2. DOMINO S PIZZA INC
2019-03-04
2019-11-11
3. DOMINO S PIZZA INC
2019-03-04
2020-03-09
3. DOMINO S PIZZA INC
2019-03-04
2020-03-23
1. DOMINO S PIZZA INC
2019-03-28
2020-05-28
1. DOMINO S PIZZA INC
2019-03-28
2020-06-24
8. ECHOSTAR HLDG CORP
2017-11-14
2019-08-13
3. ECHOSTAR HLDG CORP
2017-11-14
2019-08-14
11. ELANCO ANIMAL HEALTH INC
2019-07-11
2020-06-24
6. ELANCO ANIMAL HEALTH INC
2019-07-25
2020-06-24
1. EQUINIX INC
2017-11-14
2019-10-10
1. EQUINIX INC
2017-11-14
2019-11-11
1. EXPEDIA GROUP INC
2017-11-14
2019-08-02
1. EXPEDIA GROUP INC
2017-11-14
2019-08-02
. EXPEDIA GROUP INC
2019-08-07
2019-08-07
6. EXXON MOBIL CORPORATION
2009-06-04
2020-03-11
26. EXXON MOBIL CORPORATION
2009-08-04
2020-03-11
9. EXXON MOBIL CORPORATION
2011-03-14
2020-03-11
51. EXXON MOBIL CORPORATION
2004-11-15
2020-03-11
33. EXXON MOBIL CORPORATION
2010-02-22
2020-03-11
100. EXXON MOBIL CORPORATION
2009-08-25
2020-03-11
21. EXXON MOBIL CORPORATION
2016-04-28
2020-03-11
31. FACEBOOK INC
2015-02-25
2019-09-03
32. FACEBOOK INC
2015-12-17
2020-04-16
6. FASTENAL CO
2017-11-14
2019-11-11
17.33 FNMA PAS3154 04%2044
2019-07-25
2019-07-25
58.17 FNMA PAS3154 04%2044
2019-08-26
2019-08-26
57.94 FNMA PAS3154 04%2044
2019-09-25
2019-09-25
55.6 FNMA PAS3154 04%2044
2019-10-25
2019-10-25
52.27 FNMA PAS3154 04%2044
2019-11-25
2019-11-25
43.69 FNMA PAS3154 04%2044
2019-12-26
2019-12-26
7.49 FNMA PAS7601 04%2046
2019-07-25
2019-07-25
10.67 FNMA PAS7601 04%2046
2019-08-26
2019-08-26
13.89 FNMA PAS7601 04%2046
2019-09-25
2019-09-25
20.57 FNMA PAS7601 04%2046
2019-10-25
2019-10-25
19.55 FNMA PAS7601 04%2046
2019-11-25
2019-11-25
17.22 FNMA PAS7601 04%2046
2019-12-26
2019-12-26
12.61 FNMA PMA2907 04%2047
2019-07-25
2019-07-25
14.09 FNMA PMA2907 04%2047
2019-08-26
2019-08-26
21.54 FNMA PMA2907 04%2047
2019-09-25
2019-09-25
15.89 FNMA PMA2907 04%2047
2019-10-25
2019-10-25
16.18 FNMA PMA2907 04%2047
2019-11-25
2019-11-25
16.99 FNMA PMA2907 04%2047
2019-12-26
2019-12-26
12. FIDELITY NATIONAL FINANCIAL INC
2017-11-14
2019-11-11
16. FIDELITY NATIONAL FINANCIAL INC
2017-11-14
2020-01-13
10. FIDELITY NATIONAL FINANCIAL INC
2017-11-14
2020-02-19
3. FIRST REPUBLIC BANK/CA
2018-02-20
2019-11-11
4. FIRST REPUBLIC BANK/CA
2018-02-20
2020-01-13
6. FIRST REPUBLIC BANK/CA
2018-02-20
2020-04-27
1. FIRST REPUBLIC BANK/CA
2018-03-29
2020-04-27
2. FIRST REPUBLIC BANK/CA
2018-05-14
2020-05-28
4. FIRST REPUBLIC BANK/CA
2018-04-19
2020-05-28
4. FIRST REPUBLIC BANK/CA
2018-03-29
2020-05-28
5. FIRST REPUBLIC BANK/CA
2018-05-14
2020-06-24
2000. FORD MOTOR COMPANY
2016-12-16
2020-06-22
4. GCI LIBERTY INC REG SHS
2017-11-14
2019-11-11
4. GARTNER GROUP INC NEW CL A
2017-11-14
2019-08-13
4. GARTNER GROUP INC NEW CL A
2017-11-14
2019-11-11
2. GARTNER GROUP INC NEW CL A
2017-11-14
2020-04-27
2. GARTNER GROUP INC NEW CL A
2017-11-15
2020-04-27
2. GUIDEWIRE SOFTWARE INC
2018-09-18
2019-11-11
6. GUIDEWIRE SOFTWARE INC
2018-09-18
2020-03-09
5. HILTON WORLDWIDE HOLDINGS INC
2017-11-14
2019-11-11
2. THE HOWARD HUGHES CORP
2017-11-14
2019-11-11
1. IDEXX LABS INC
2018-08-02
2019-11-11
2. IDEXX LABS INC
2018-08-02
2020-06-24
21. INFINEON TECHNOLOGIES AG SPONSORED ADR
2018-02-08
2019-07-01
62. INFINEON TECHNOLOGIES AG SPONSORED ADR
2018-02-06
2019-07-01
63. INFINEON TECHNOLOGIES AG SPONSORED ADR
2018-02-05
2019-07-01
43. INFINEON TECHNOLOGIES AG SPONSORED ADR
2018-02-08
2019-07-03
63. INFINEON TECHNOLOGIES AG SPONSORED ADR
2018-03-13
2019-07-03
200. INTEL CORPORATION
2012-10-03
2019-09-10
26. INTERCONTINENTAL EXCHANGE INC
2015-06-09
2019-09-03
4. INTERCONTINENTAL EXCHANGE INC
2015-06-08
2019-09-03
6. INTUITIVE SURGICAL INC
2016-11-22
2019-09-03
30. J P MORGAN CHASE & CO COM
2009-06-02
2019-09-03
8. J P MORGAN CHASE & CO COM
2009-01-13
2019-09-03
25. J P MORGAN CHASE & CO COM
2009-08-25
2019-11-11
3. J P MORGAN CHASE & CO COM
2011-01-24
2020-04-16
7. J P MORGAN CHASE & CO COM
2009-08-25
2020-04-16
15. KKR & CO INC
2018-08-20
2019-11-11
8. KKR & CO INC
2018-08-20
2020-06-25
9. KENNEDY-WILSON HOLDINGS INC
2018-07-27
2019-11-11
2. KENNEDY-WILSON HOLDINGS INC
2018-08-02
2020-03-09
3. KENNEDY-WILSON HOLDINGS INC
2018-07-27
2020-03-09
4. KENNEDY-WILSON HOLDINGS INC
2018-07-27
2020-03-09
16. KENNEDY-WILSON HOLDINGS INC
2018-08-02
2020-03-10
11. KENNEDY-WILSON HOLDINGS INC
2018-08-20
2020-03-10
17. ESTEE LAUDER COS INC/THE
2009-08-25
2019-09-03
18. ESTEE LAUDER COS INC/THE
2005-07-06
2019-09-03
6. LENNAR CORP
2017-11-14
2019-11-11
3. LIBERTY BROADBAND CORP
2017-11-14
2019-11-11
5. LIBERTY MEDIA CORP DEL
2017-11-14
2019-11-11
13. LIBERTY MEDIA CORP DEL
2017-11-14
2019-11-11
5. LIBERTY MEDIA CORP DEL
2017-11-14
2020-05-28
1. MSCI INC
2017-11-14
2019-11-11
2. MSCI INC
2017-11-14
2020-04-01
1. MSCI INC
2017-11-14
2020-06-24
1. MARKEL CORPORATION HOLDING COMPANY
2017-11-14
2019-11-11
1. MARTIN MARIETTA MATERIALS INC
2017-11-14
2019-10-15
6. MARTIN MARIETTA MATERIALS INC
2017-11-14
2019-11-06
2. MARTIN MARIETTA MATERIALS INC
2017-11-14
2019-11-11
2. MARTIN MARIETTA MATERIALS INC
2017-11-14
2019-11-27
1. MARTIN MARIETTA MATERIALS INC
2017-11-14
2020-01-13
2. MARTIN MARIETTA MATERIALS INC
2017-11-14
2020-01-31
1. MARTIN MARIETTA MATERIALS INC
2017-11-14
2020-02-11
20. MASTERCARD INC
2018-09-28
2019-09-03
5. MC DONALDS CORPORATION COMMON
2011-03-14
2019-09-03
22. MC DONALDS CORPORATION COMMON
2009-11-24
2019-09-03
550. METLIFE INC
2019-10-02
2020-03-20
1. METTLER-TOLEDO INTL INC
2018-05-14
2019-10-10
1. METTLER-TOLEDO INTL INC
2018-05-14
2020-04-27
2. MICROSOFT CORPORATION
2016-01-25
2019-07-03
36. MICROSOFT CORPORATION
2015-08-28
2019-07-03
68. MICROSOFT CORPORATION
2016-01-25
2019-09-03
15. MICROSOFT CORPORATION
2016-01-25
2019-11-11
3. MICROCHIP TECHNOLOGY INC COM
2017-11-14
2019-11-11
3. MOHAWK INDS INC
2017-11-14
2019-07-25
8. MOHAWK INDS INC
2017-11-14
2019-08-13
2. MOODY S CORP
2017-11-14
2019-11-06
1. MOODY S CORP
2017-11-14
2019-11-11
2. MOODY S CORP
2017-11-14
2020-06-24
39. NESTLE S A SPONSORED ADR
2009-08-25
2019-09-03
27. NIKE INC CL B
2015-08-28
2019-09-03
45. NOVO-NORDISK A S ADR
2009-08-25
2019-09-03
200. NVIDIA CORP
2019-01-29
2020-02-28
1. O'REILLY AUTOMOTIVE INC
2017-11-14
2019-07-11
2. O'REILLY AUTOMOTIVE INC
2017-11-14
2019-11-11
1. O'REILLY AUTOMOTIVE INC
2017-11-14
2020-06-01
37.5 OTIS WORLDWIDE CORP REG
2019-06-04
2020-04-07
137.5 OTIS WORLDWIDE CORP REG
2019-01-18
2020-04-07
26. PEPSICO INCORPORATED
2004-11-15
2019-09-03
36. PHILIP MORRIS INTERNATIONAL INC
2008-05-27
2019-09-03
18. PHILIP MORRIS INTERNATIONAL INC
2009-01-13
2019-09-18
16. PHILIP MORRIS INTERNATIONAL INC
2008-05-27
2019-09-18
3. PHILIP MORRIS INTERNATIONAL INC
2009-03-31
2019-11-11
26. PHILIP MORRIS INTERNATIONAL INC
2009-01-13
2019-11-11
4. PROGRESSIVE CORP OHIO COM
2017-11-14
2019-07-11
3. PROGRESSIVE CORP OHIO COM
2017-11-14
2019-11-11
3. PROGRESSIVE CORP OHIO COM
2017-11-14
2020-04-27
9. PROGRESSIVE CORP OHIO COM
2017-11-14
2020-06-24
6. REALPAGE INC
2018-08-30
2019-11-11
7. RESTAURANT BRANDS INTERNATIONAL INC
2017-11-14
2019-08-13
6. RESTAURANT BRANDS INTERNATIONAL INC
2017-11-14
2019-08-28
11. RESTAURANT BRANDS INTERNATIONAL INC
2017-11-14
2019-11-11
10. RESTAURANT BRANDS INTERNATIONAL INC
2017-11-14
2020-04-09
6. RESTAURANT BRANDS INTERNATIONAL INC
2017-11-14
2020-06-24
67. ROCHE HLDG LTD SPONSORED ADR
2011-03-14
2019-09-03
1. ROPER TECHNOLOGIES INC
2017-11-14
2019-11-11
2. ROPER TECHNOLOGIES INC
2017-11-14
2020-06-25
3. S&P GLOBAL INC
2017-11-14
2019-07-25
18. S&P GLOBAL INC
2019-02-05
2019-09-03
1. S&P GLOBAL INC
2017-11-14
2019-09-18
3. S&P GLOBAL INC
2017-11-14
2019-10-10
1. S&P GLOBAL INC
2017-11-14
2019-11-06
1. S&P GLOBAL INC
2017-11-14
2019-11-11
5. SBA COMMUNICATIONS CORP
2017-11-14
2019-09-24
4. SBA COMMUNICATIONS CORP
2017-11-14
2019-11-11
7. SBA COMMUNICATIONS CORP
2017-11-14
2020-04-09
3. SBA COMMUNICATIONS CORP
2017-11-14
2020-04-27
5. SBA COMMUNICATIONS CORP
2017-11-14
2020-06-24
5. SHERWIN-WILLIAMS CO/THE
2018-09-28
2019-09-03
2. SHOPIFY INC CL A
2020-02-11
2020-04-01
4. SHOPIFY INC CL A
2018-09-18
2020-04-01
6. SLACK TECHNOLOGIES INC
2019-06-26
2020-06-25
3. SQUARE INC SHS CL A
2019-08-13
2020-06-25
8. SUMMIT MATLS INC
2018-08-30
2019-11-11
20. TEXAS INSTRUMENTS INC
2007-09-05
2019-09-03
24. TEXAS INSTRUMENTS INC
2009-08-25
2019-09-03
29. TOTAL S.A. SP ADR
2011-09-01
2019-09-18
1. TOTAL S.A. SP ADR
2016-04-28
2019-09-18
21. TOTAL S.A. SP ADR
2011-06-02
2019-09-18
2. TOTAL S.A. SP ADR
2011-03-14
2019-09-18
13. TOTAL S.A. SP ADR
2011-03-01
2019-09-18
1. TRANSDIGM GROUP INC COM
2017-11-14
2019-07-25
2. TRANSDIGM GROUP INC COM
2017-11-14
2019-08-28
2. TRANSDIGM GROUP INC COM
2017-11-14
2019-11-11
3. TRANSUNION
2017-11-14
2019-08-28
7. TRANSUNION
2017-11-14
2019-11-11
3. TRANSUNION
2017-11-14
2019-11-27
3. TRANSUNION
2017-11-14
2020-05-28
5. TRANSUNION
2017-11-14
2020-06-01
26. UNION PACIFIC CORP
2014-02-03
2019-09-03
325. UNITED PARCEL SERVICE CL B
2018-07-20
2020-02-28
9. UNITED TECHNOLOGIES CORP
2007-10-25
2019-11-11
12. UNITED TECHNOLOGIES CORP
2006-05-16
2019-11-11
16. UNITEDHEALTH GROUP INC
2016-09-08
2019-09-03
5. UNITEDHEALTH GROUP INC
2016-09-08
2019-11-11
1. VAIL RESORTS INC
2018-06-21
2019-11-11
2. VERISIGN INC
2017-11-14
2019-07-11
1. VERISIGN INC
2017-11-14
2019-10-10
3. VERISIGN INC
2017-11-14
2019-11-11
100. VERIZON COMMUNICATIONS INC
2017-02-06
2019-09-10
3. VERISK ANALYTICS INC
2017-11-14
2019-07-11
29. VERISK ANALYTICS INC
2018-02-02
2019-09-03
2. VERISK ANALYTICS INC
2017-11-14
2019-10-10
2. VERISK ANALYTICS INC
2017-11-14
2019-11-11
2. VERISK ANALYTICS INC
2017-11-14
2020-01-31
5. VERISK ANALYTICS INC
2017-11-14
2020-03-09
2. VERISK ANALYTICS INC
2017-11-14
2020-04-27
25. VISA INC
2015-02-25
2019-07-03
30. VISA INC
2015-02-25
2019-09-03
4. VULCAN MATERIALS CO
2017-11-14
2019-11-11
5. WAYFAIR INC
2019-07-11
2020-03-09
3. WAYFAIR INC
2019-07-25
2020-03-09
6. WAYFAIR INC
2019-06-26
2020-03-09
5. WAYFAIR INC
2019-11-06
2020-03-23
7. WAYFAIR INC
2019-08-13
2020-03-23
8. WAYFAIR INC
2019-08-28
2020-03-23
250. WELLS FARGO COMPANY
2017-09-08
2020-02-28
350. WELLS FARGO COMPANY
2017-07-13
2020-02-28
1. LIFEASSIST TECHNOLOGIES
2016-04-27
2020-04-22
1. AON PLC
2017-11-14
2019-11-11
2. AON PLC
2017-11-14
2020-01-13
13. ARCH CAP GROUP LTD COM NEW BERMUDA
2017-11-14
2019-11-11
10. IHS MARKIT LTD SHS
2017-11-14
2019-09-18
6. IHS MARKIT LTD SHS
2017-11-14
2019-11-11
4. IHS MARKIT LTD SHS
2017-11-14
2019-11-27
7. IHS MARKIT LTD SHS
2017-11-14
2020-02-19
7. IHS MARKIT LTD SHS
2017-11-14
2020-04-27
12. IHS MARKIT LTD SHS
2017-11-14
2020-05-28
23. LIBERTY GLOBAL PLC CL A
2017-11-14
2020-05-28
20. LIBERTY GLOBAL PLC CL A
2017-11-14
2020-06-24
3. LIBERTY GLOBAL PLC CL A
2017-11-14
2020-06-25
8. LIBERTY GLOBAL PLC CL C
2017-11-14
2019-11-11
20. LIBERTY GLOBAL PLC CL C
2017-11-14
2020-04-01
31. LIBERTY GLOBAL PLC CL C
2017-11-14
2020-05-28
32. LIBERTY GLOBAL PLC CL C
2017-11-14
2020-06-24
8. LINDE PLC REG SHS
2005-03-10
2019-09-03
10. LINDE PLC REG SHS
2006-03-24
2019-09-03
20. LINDE PLC REG SHS
2006-05-16
2020-03-06
3. LINDE PLC REG SHS
2006-03-24
2020-03-06
20. LINDE PLC REG SHS
2009-11-24
2020-03-06
5. LINDE PLC REG SHS
2016-04-28
2020-03-06
5. CHUBB LTD
2013-11-22
2019-09-03
3. CHUBB LTD
2015-01-08
2019-09-03
7. CHUBB LTD
2014-09-11
2019-09-03
11. CHUBB LTD
2014-09-10
2019-09-03
2. WIX COM LTD
2018-09-18
2019-11-11
1. WIX COM LTD
2018-10-04
2020-06-25
1. WIX COM LTD
2018-09-18
2020-06-25
1. WIX COM LTD
2018-09-26
2020-06-25
15. ASML HLDG NV NY REG SHS
2013-11-22
2019-09-03
4. ASML HLDG NV NY REG SHS
2015-07-22
2019-11-11
2. ASML HLDG NV NY REG SHS
2013-11-22
2019-11-11
CAPITAL GAIN DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
170
43
127
b
2,298
599
1,699
c
681
170
511
d
2,766
733
2,033
e
639
217
422
568
187
381
568
185
383
1,965
554
1,411
231
162
69
2,251
847
1,404
1,309
971
338
235
162
73
473
324
149
477
324
153
5,832
3,142
2,690
1,299
628
671
1,472
613
859
736
404
332
913
426
487
384
361
23
676
723
-47
325
361
-36
325
343
-18
651
686
-35
2,354
1,115
1,239
589
219
370
589
245
344
2,609
1,784
825
2,609
2,930
-321
1,630
1,769
-139
326
265
61
1,407
1,683
-276
188
225
-37
916
1,683
-767
1,587
2,855
-1,268
427
881
-454
442
364
78
228
179
49
455
364
91
264
176
88
276
176
100
451
352
99
3,085
717
2,368
823
97
726
7,586
1,387
6,199
612
493
119
574
370
204
232
123
109
1,672
345
1,327
454
370
84
225
139
86
76
46
30
1,462
551
911
642
620
22
1,254
913
341
610
373
237
703
456
247
17
14
3
17
14
3
378
249
129
310
224
86
201
124
77
576
423
153
552
421
131
506
505
1
1,874
941
933
703
351
352
749
568
181
1,137
1,662
-525
4,170
5,363
-1,193
354
412
-58
328
338
-10
265
216
49
88
126
-38
2,436
1,113
1,323
749
477
272
23,307
37,165
-13,858
2,646
1,174
1,472
3,307
1,221
2,086
272
281
-9
237
351
-114
4,853
3,223
1,630
2,886
1,411
1,475
262
125
137
1,374
1,132
242
800
822
-22
3,333
3,529
-196
2,833
2,158
675
2,429
1,870
559
635
286
349
446
215
231
663
286
377
204
72
132
428
449
-21
4,420
682
3,738
407
66
341
1,899
608
1,291
814
202
612
633
261
372
507
217
290
2,837
1,989
848
203
155
48
203
84
119
850
620
230
1,700
2,258
-558
2,443
2,433
10
637
632
5
319
211
108
551
334
217
480
251
229
792
418
374
920
501
419
181
84
97
185
84
101
185
99
86
561
497
64
993
745
248
994
745
249
370
251
119
375
251
124
327
463
-136
119
174
-55
236
367
-131
129
199
-70
570
481
89
538
481
57
131
155
-24
131
155
-24
66
66
256
438
-182
1,110
1,832
-722
384
740
-356
2,177
2,519
-342
1,409
2,167
-758
4,270
7,169
-2,899
897
1,855
-958
5,652
2,473
3,179
5,561
3,432
2,129
220
142
78
17
17
58
58
58
58
56
56
52
52
44
44
7
7
11
11
14
14
21
21
20
20
17
17
13
13
14
14
22
22
16
16
16
16
17
17
563
476
87
742
634
108
441
396
45
329
286
43
460
381
79
625
572
53
104
92
12
221
195
26
441
369
72
441
368
73
528
486
42
1,873
1,987
-114
272
223
49
514
469
45
641
469
172
227
234
-7
227
235
-8
236
211
25
504
633
-129
491
364
127
217
242
-25
252
242
10
636
484
152
385
557
-172
1,137
1,700
-563
1,155
1,781
-626
771
1,141
-370
1,130
1,805
-675
10,328
4,522
5,806
2,430
1,235
1,195
374
189
185
2,947
1,293
1,654
3,257
1,048
2,209
868
203
665
3,249
1,102
2,147
263
135
128
613
309
304
439
385
54
249
205
44
208
177
31
37
42
-5
56
57
-1
75
79
-4
290
335
-45
199
227
-28
3,377
308
3,069
3,575
350
3,225
354
348
6
352
261
91
236
202
34
550
469
81
172
180
-8
246
125
121
539
250
289
326
125
201
1,162
1,076
86
266
212
54
1,531
1,270
261
511
423
88
545
423
122
272
212
60
521
423
98
267
212
55
5,607
4,456
1,151
1,085
378
707
4,776
1,412
3,364
14,778
24,457
-9,679
670
569
101
729
569
160
275
104
171
4,942
1,582
3,360
9,259
3,526
5,733
2,193
778
1,415
285
270
15
467
795
-328
920
2,121
-1,201
429
286
143
219
143
76
530
286
244
4,380
1,592
2,788
2,281
1,516
765
2,377
551
1,826
50,097
26,441
23,656
390
216
174
879
432
447
418
216
202
1,707
2,491
-784
6,258
8,042
-1,784
3,569
1,355
2,214
2,609
1,859
750
1,282
765
517
1,139
826
313
251
107
144
2,176
1,106
1,070
332
205
127
221
154
67
247
154
93
700
461
239
331
369
-38
527
455
72
465
390
75
741
715
26
434
650
-216
324
390
-66
2,298
1,190
1,108
339
256
83
771
513
258
725
476
249
4,658
3,506
1,152
254
159
95
748
476
272
253
159
94
256
159
97
1,285
830
455
919
664
255
2,125
1,162
963
922
498
424
1,418
830
588
2,635
2,282
353
783
998
-215
1,567
638
929
192
217
-25
315
188
127
178
174
4
2,437
707
1,730
2,924
588
2,336
1,532
1,415
117
53
51
2
1,109
1,185
-76
106
117
-11
687
776
-89
499
265
234
1,041
522
519
1,084
522
562
250
164
86
571
382
189
261
164
97
260
164
96
444
273
171
4,140
2,264
1,876
28,563
36,438
-7,875
1,335
682
653
1,780
782
998
3,685
2,165
1,520
1,269
676
593
241
279
-38
438
223
215
183
111
72
559
334
225
5,939
4,804
1,135
451
273
178
4,677
2,871
1,806
314
182
132
274
182
92
326
182
144
734
455
279
302
182
120
4,412
1,707
2,705
5,394
2,048
3,346
546
492
54
249
758
-509
149
413
-264
298
885
-587
150
417
-267
210
874
-664
240
913
-673
10,171
12,382
-2,211
14,239
19,436
-5,197
100,000
-100,000
194
143
51
417
286
131
529
414
115
679
438
241
416
263
153
291
175
116
569
306
263
470
306
164
836
525
311
489
674
-185
441
586
-145
65
88
-23
188
227
-39
302
567
-265
643
878
-235
688
907
-219
1,496
1,308
188
1,870
1,635
235
3,739
3,269
470
561
490
71
3,739
3,269
470
935
817
118
792
513
279
475
346
129
1,108
740
368
1,741
1,164
577
256
230
26
244
109
135
244
115
129
244
112
132
3,306
1,371
1,935
1,068
404
664
534
183
351
63
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
127
b
1,699
c
511
d
2,033
e
422
381
383
1,411
69
1,404
338
73
149
153
2,690
671
859
332
487
23
-47
-36
-18
-35
1,239
370
344
825
-321
-139
61
-276
-37
-767
-1,268
-454
78
49
91
88
100
99
2,368
726
6,199
119
204
109
1,327
84
86
30
911
22
341
237
247
3
3
129
86
77
153
131
1
933
352
181
-525
-1,193
-58
-10
49
-38
1,323
272
-13,858
1,472
2,086
-9
-114
1,630
1,475
137
242
-22
-196
675
559
349
231
377
132
-21
3,738
341
1,291
612
372
290
848
48
119
230
-558
10
5
108
217
229
374
419
97
101
86
64
248
249
119
124
-136
-55
-131
-70
89
57
-24
-24
66
-182
-722
-356
-342
-758
-2,899
-958
3,179
2,129
78
87
108
45
43
79
53
12
26
72
73
42
-114
49
45
172
-7
-8
25
-129
127
-25
10
152
-172
-563
-626
-370
-675
5,806
1,195
185
1,654
2,209
665
2,147
128
304
54
44
31
-5
-1
-4
-45
-28
3,069
3,225
6
91
34
81
-8
121
289
201
86
54
261
88
122
60
98
55
1,151
707
3,364
-9,679
101
160
171
3,360
5,733
1,415
15
-328
-1,201
143
76
244
2,788
765
1,826
23,656
174
447
202
-784
-1,784
2,214
750
517
313
144
1,070
127
67
93
239
-38
72
75
26
-216
-66
1,108
83
258
249
1,152
95
272
94
97
455
255
963
424
588
353
-215
929
-25
127
4
1,730
2,336
117
2
-76
-11
-89
234
519
562
86
189
97
96
171
1,876
-7,875
653
998
1,520
593
-38
215
72
225
1,135
178
1,806
132
92
144
279
120
2,705
3,346
54
-509
-264
-587
-267
-664
-673
-2,211
-5,197
-100,000
51
131
115
241
153
116
263
164
311
-185
-145
-23
-39
-265
-235
-219
188
235
470
71
470
118
279
129
368
577
26
135
129
132
1,935
664
351
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
9,701
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
147,770
2,240,976
0.06594
2017
155,834
2,276,104
0.068465
2016
143,820
2,696,294
0.05334
2015
112,981
2,172,893
0.051996
2014
151,513
2,495,988
0.060703
2
Total
of line 1, column (d)
.....................
2
0.300444
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
0.060089
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
2,285,515
5
Multiply line 4 by line 3
......................
5
137,334
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
389
7
Add lines 5 and 6
........................
7
137,723
8
Enter qualifying distributions from Part XII, line 4
,.............
8
151,326
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
389
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
389
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
389
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
1,308
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
1,308
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
919
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
392
Refunded
11
527
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)
CA
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
NONE
14
The books are in care of
BANK OF AMERICA NA
Telephone no.
(888) 866-3275
Located at
114 WEST 47TH STREET NY8-114-07-07
NEW YORK
NY
ZIP+4
100361510
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
CINDY A LABUDA
PRESIDENT/CEO
3
0
15 POMPONIO CT
PORTOLA VALLEY
,
CA
94028
BERNARD GANDLER
DIRECTOR
2
0
1484 BULLION CIRCLE
SAN JOSE
,
CA
95120
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
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
2,241,736
b
Average of monthly cash balances
.......................
1b
78,584
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
2,320,320
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
2,320,320
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
34,805
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
2,285,515
6
Minimum investment return.
Enter 5% of line 5
..................
6
114,276
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
114,276
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
389
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
389
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
113,887
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
113,887
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
113,887
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
151,326
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
151,326
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
389
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
150,937
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
113,887
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
......
28,948
b
From 2015
......
5,679
c
From 2016
......
10,659
d
From 2017
......
44,547
e
From 2018
......
37,027
f
Total
of lines 3a through e
........
126,860
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
151,326
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
.....
113,887
e
Remaining amount distributed out of corpus
37,439
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
164,299
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)
...
28,948
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
135,351
10
Analysis of line 9:
a
Excess from 2015
....
5,679
b
Excess from 2016
....
10,659
c
Excess from 2017
....
44,547
d
Excess from 2018
....
37,027
e
Excess from 2019
....
37,439
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).)
CINDY A LABUDA
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.
NONE
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:
CINDY LABUDA
15 POMPONIO CT
PORTOLA VALLEY
,
CA
94028
(650) 599-7407
b
The form in which applications should be submitted and information and materials they should include:
LETTER WITH NAME AND CONTACT INFORMATION, TAX STATUS OF APPLICANT AND DOLLAR AMOUNT OF GRANT
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:
THE TOUCHPOINT FOUNDATION PRIMARILY SEEKS TO INCREASE THE AVAILABILITY AND ENHANCE HEALTH QUALITY
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
BROWN UNIVERSITY OF PROVIDENCE
164 ANGELL STREET
PROVIDENCE
,
RI
02912
N/A
PC
UNRESTRICTED GENERAL
1,000
CURRY SENIOR CENTER
333 TURK ST
SAN FRANCISCO
,
CA
94102
N/A
PC
UNRESTRICTED GENERAL
5,000
VOTERIDERS
171 PIER AVE 313
SANTA MONICA
,
CA
90405
N/A
PC
UNRESTRICTED GENERAL
2,500
TABLE OF PLENTY HMB A NONPROFIT
CORPORATION
PO BOX 3693
HALF MOON BAY
,
CA
94019
N/A
PC
UNRESTRICTED GENERAL
2,500
MAVERICKS COASTSIDE FOUNDATION
PO BOX 874
EL GRANADA
,
CA
94018
N/A
PC
UNRESTRICTED GENERAL
1,000
ABUNDANT GRACE COASTSIDE WORKER INC
PO BOX 702
HALF MOON BAY
,
CA
94019
N/A
PC
UNRESTRICTED GENERAL
5,000
COASTSIDE HOPE
PO BOX 1089
EL GRANADA
,
CA
94018
N/A
PC
UNRESTRICTED GENERAL
2,000
CAMP KESEM NATIONAL
PO BOX 164
WINNETKA
,
IL
60093
N/A
PC
UNRESTRICTED GENERAL
2,500
FEMINIST MAJORITY FOUNDATION
433 S BEVERLY DR
BEVERLY HILLS
,
CA
90212
N/A
PC
UNRESTRICTED GENERAL
2,500
MEALS ON WHEELS AND SENIOR OUTREACH
SERVICES
1300 CIVIC DRIVE
WALNUT CREEK
,
CA
94596
N/A
PC
UNRESTRICTED GENERAL
5,000
OMBUDSMAN OF CONTRA COSTA COUNTY
2255 CONTRA COSTA BLVD
PLEASANT HILL
,
CA
94523
N/A
PC
UNRESTRICTED GENERAL
5,000
LIFEMOVES
181 CONSTITUTION DR
MENLO PARK
,
CA
94025
N/A
PC
UNRESTRICTED GENERAL
2,500
LOS ALTOS COMMUNITY FOUNDATION
183 HILLVIEW AVE
LOS ALTOS
,
CA
94022
N/A
PC
UNRESTRICTED GENERAL
1,500
CALIFORNIA COLLEGE OF THE ARTS
1111 8TH ST
SAN FRANCISCO
,
CA
94115
N/A
PC
UNRESTRICTED GENERAL
5,000
NORTHERN CALIFORNIA PUBLIC
BROADCASTING
2601 MARIPOSA ST
SAN FRANCISCO
,
CA
94110
N/A
PC
UNRESTRICTED GENERAL
1,000
PENINSULA VOLUNTEERS
800 MIDDLE AVENUE
MENLO PARK
,
CA
94025
N/A
PC
UNRESTRICTED GENERAL
5,000
MEALS ON WHEELS OF SAN FRANCISCO
1375 FAIRFAX AVE
SAN FRANCISCO
,
CA
94124
N/A
PC
UNRESTRICTED GENERAL
5,000
HOSPICE OF SANTA CRUZ COUNTY
940 DISC DRIVE
SCOTTS VALLEY
,
CA
95066
N/A
PC
UNRESTRICTED GENERAL
5,000
BERNAL HEIGHTS NEIGHBORHOOD CTR
515 CORTLAND AVE
SAN FRANCISCO
,
CA
94110
N/A
PC
UNRESTRICTED GENERAL
5,000
SECOND HARVEST FOOD BANK
750 CURTNER AVENUE
SAN JOSE
,
CA
95125
N/A
PC
UNRESTRICTED GENERAL
5,000
COASTAL SENIORS
PO BOX 437
PORT ARENA
,
CA
95468
N/A
PC
UNRESTRICTED GENERAL
5,000
COASTSIDE ADULT DAY HEALTH
CENTER
925 MAIN ST SUITE A
HALF MOON BAY
,
CA
94019
N/A
PC
UNRESTRICTED GENERAL
10,000
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVE
SAN FRANCISCO
,
CA
94107
N/A
PC
UNRESTRICTED GENERAL
5,000
HABITAT FOR HUMANITY GREATER
SAN FRANCISCO
690 BROADWAY ST
REDWOOD CITY
,
CA
94063
N/A
PC
UNRESTRICTED GENERAL
2,000
SENIOR COASTSIDERS INC
925 MAIN ST
HALF MOON BAY
,
CA
94019
N/A
PC
UNRESTRICTED GENERAL
32,500
EASTSIDE COLLEGE PREPARATORY
SCHOOL INC
1041 MYRTLE ST
EAST PALO ALTO
,
CA
94303
N/A
PC
UNRESTRICTED GENERAL
7,500
PESCADERO EDUCATION FOUNDATION
PO BOX 663
PESCADERO
,
CA
94060
N/A
PC
UNRESTRICTED GENERAL
500
OMBUDSMAN SERVICES OF SAN MATEO
COUNTY INC
711 NEVADA ST
REDWOOD CITY
,
CA
94061
N/A
PC
UNRESTRICTED GENERAL
3,000
Total
.................................
3a
134,500
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
...........
4
Dividends and interest from securities
....
14
49,252
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
9,701
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)
..
58,953
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
58,953
(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