-
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
Deupree Family Foundation
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)
PO Box 292
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Collinsville
,
CT
06022
A Employer identification number
31-1746946
B
Telephone number (see instructions)
(800) 839-1754
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)
$
7,073,208
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)
2,300
2
Check
.............
3
Interest on savings and temporary cash investments
911
911
4
Dividends and interest from securities
...
197,429
197,429
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
201,941
b
Gross sales price for all assets on line 6a
1,599,394
7
Capital gain net income (from Part IV, line 2)
...
201,941
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)
.......
1,981
1,981
12
Total.
Add lines 1 through 11
........
404,562
402,262
13
Compensation of officers, directors, trustees, etc.
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
6,000
0
0
6,000
c
Other professional fees (attach schedule)
....
56,824
56,824
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
9,543
9,543
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
6,950
175
6,775
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
79,317
56,999
0
22,318
25
Contributions, gifts, grants paid
.......
859,700
859,700
26
Total expenses and disbursements.
Add lines 24 and 25
939,017
56,999
0
882,018
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-534,455
b
Net investment income
(if negative, enter -0-)
345,263
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
324,348
195,968
195,968
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
4,811,757
5,498,125
6,877,240
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,091,313
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)
6,227,418
5,694,093
7,073,208
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
6,227,418
5,694,093
29
Total net assets or fund balances
(see instructions)
.....
6,227,418
5,694,093
30
Total liabilities and net assets/fund balances
(see instructions)
.
6,227,418
5,694,093
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
6,227,418
2
Enter amount from Part I, line 27a
.....................
2
-534,455
3
Other increases not included in line 2 (itemize)
3
1,500
4
Add lines 1, 2, and 3
..........................
4
5,694,463
5
Decreases not included in line 2 (itemize)
5
370
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
5,694,093
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
Publicly-traded Securities
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
1,599,394
1,397,453
201,941
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
201,941
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
201,941
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
794,270
7,652,651
0.10379
2017
649,540
7,863,565
0.082601
2016
393,912
7,480,059
0.052662
2015
422,884
7,134,126
0.059276
2014
266,750
7,431,551
0.035894
2
Total
of line 1, column (d)
.....................
2
0.334223
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
0.066845
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
7,423,072
5
Multiply line 4 by line 3
......................
5
496,195
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
3,453
7
Add lines 5 and 6
........................
7
499,648
8
Enter qualifying distributions from Part XII, line 4
,.............
8
882,018
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
3,453
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
3,453
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
3,453
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
21,360
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
21,360
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
17,907
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
3,500
Refunded
11
14,407
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)
OH
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
14
The books are in care of
Foundation Source
Telephone no.
(800) 839-1754
Located at
501 Silverside Road Suite 123
Wilmington
DE
ZIP+4
198091377
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
Yes
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Yes
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
Martha Chong
DIR
1.0
0
0
0
PO Box 292
Collinsville
,
CT
06022
Kristine Cramer
DIR
1.0
0
0
0
PO Box 292
Collinsville
,
CT
06022
Caleb T Deupree
DIR
1.0
0
0
0
PO Box 292
Collinsville
,
CT
06022
Karolen Deupree
DIR
1.0
0
0
0
PO Box 292
Collinsville
,
CT
06022
KATO Deupree
DIR
1.0
0
0
0
PO Box 292
Collinsville
,
CT
06022
Taylor Deupree
DIR
1.0
0
0
0
PO Box 292
Collinsville
,
CT
06022
Richard Redwood Deupree III
DIR, Treas
1.0
0
0
0
PO Box 292
Collinsville
,
CT
06022
Andrew Jones
DIR
1.0
0
0
0
PO Box 292
Collinsville
,
CT
06022
Susan Deupree Jones
Pres, DIR
1.0
0
0
0
PO Box 292
Collinsville
,
CT
06022
THOMAS R DEUPREE
DIR
1.0
0
0
0
PO Box 292
Collinsville
,
CT
06022
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
Total
number of other employees paid over $50,000
...................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
Total
number of others receiving over $50,000 for professional services
.............
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
7,301,031
b
Average of monthly cash balances
.......................
1b
235,083
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
7,536,114
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
7,536,114
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
113,042
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
7,423,072
6
Minimum investment return.
Enter 5% of line 5
..................
6
371,154
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
371,154
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
3,453
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
3,453
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
367,701
4
Recoveries of amounts treated as qualifying distributions
................
4
1,500
5
Add lines 3 and 4
............................
5
369,201
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
369,201
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
882,018
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
882,018
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
3,453
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
878,565
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
369,201
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
2017
,
2016
,
2015
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
69,425
e
From 2018
......
425,089
f
Total
of lines 3a through e
........
494,514
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
882,018
a
Applied to 2018, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
369,201
e
Remaining amount distributed out of corpus
512,817
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
1,007,331
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,007,331
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
69,425
d
Excess from 2018
....
425,089
e
Excess from 2019
....
512,817
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).)
NONE
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:
SD Jones
PO Box 292
Collinsville
,
CT
06022
info@deupreefamilyfoundation.org
b
The form in which applications should be submitted and information and materials they should include:
Email sent through online website https://www.deupreefamilyfoundation.org/ or direct email with or without PDF attachment.
c
Any submission deadlines:
July 1 - January 1
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
13 HANDS EQUINE RESCUE INC
50 TUSCAN WAY
CLINTON CORNERS
,
NY
12514
N/A
PC
General & Unrestricted
2,000
9TH LIFE HAWAII
PO BOX 476
MAKAWAO
,
HI
96768
N/A
PC
General & Unrestricted
7,000
AFRICAN ALLIANCE OF RHODE ISLAND
807 BROAD ST RM 121
PROVIDENCE
,
RI
02907
N/A
PC
to purchase new tool sheds
2,000
AIDS LEGAL REFERRAL PANEL OF THE SAN FRANCISCO BAY
1663 MISSION ST STE 500
SAN FRANCISCO
,
CA
94103
N/A
PC
General & Unrestricted
3,250
AMERICAN AUSTRALIAN ASSOCIATION INC
50 BROADWAY STE 2003
NEW YORK
,
NY
10004
N/A
PC
Disaster Fund
10,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD ST 18TH FL
NEW YORK
,
NY
10004
N/A
PC
General & Unrestricted
2,500
AMERICAN SPECIAL HOCKEY ASSOCIATION
37 KENILWORTH RD
BINGHAMTON
,
NY
13903
N/A
PC
General & Unrestricted
2,000
APOPO US INC
1133 15TH ST NW 1200
WASHINGTON
,
DC
20005
N/A
PC
General & Unrestricted
600
ARIZONA FRIENDS OF FOSTER CHILDREN FOUNDATION
360 E CORONADO RD STE 190
PHOENIX
,
AZ
85004
N/A
PC
General & Unrestricted
7,500
ARTEMIS CENTER FOR ALTERNATIVES TO DOMESTIC VIOLEN
310 W MONUMENT AVE
DAYTON
,
OH
45402
N/A
PC
General & Unrestricted
10,000
AUGUSTANA COLLEGE ASSOCIATION
2001 S SUMMIT AVE
SIOUX FALLS
,
SD
57197
N/A
PC
General & Unrestricted
7,000
KITSAP COMMUNITY FOUNDATION
PO BOX 3670
SILVERDALE
,
WA
98383
N/A
PC
Bainbridge Prepares
5,000
BAT CONSERVATION INTERNATIONAL INC
PO BOX 140434
AUSTIN
,
TX
78714
N/A
PC
General & Unrestricted
600
BAYPATH HUMANE SOCIETY OF HOPKINTON INC
500 LEGACY FARMS N
HOPKINTON
,
MA
01748
N/A
PC
General & Unrestricted
1,000
BENEVOLENT HEALTHCARE FOUNDATION
10377 E GEDDES AVE
CENTENNIAL
,
CO
80112
N/A
PC
Covid-19 Emergency fund
5,000
BERKELEY EAST BAY HUMANE SOCIETY INC
2700 9TH ST
BERKELEY
,
CA
94710
N/A
PC
General & Unrestricted
5,000
BIG BROTHERS AND BIG SISTERS OF NEW YORK CITY INC
40 RECTOR ST 11TH FL
NEW YORK
,
NY
10006
N/A
PC
General & Unrestricted
1,500
BIG CAT RESCUE CORP
12802 EASY ST
TAMPA
,
FL
33625
N/A
PC
General & Unrestricted
5,000
BIRDS OF PARADISE SANCTUARY & RESCUE INC
17020 WATERLINE RD
BRADENTON
,
FL
34212
N/A
PC
General & Unrestricted
5,000
BLANKETS & BEARS INC
1133 KOOTENAI AVE
BILLINGS
,
MT
59105
N/A
PC
General & Unrestricted
5,000
BRADY CENTER TO PREVENT GUN VIOLENCE
840 1ST ST NE STE 400
WASHINGTON
,
DC
20002
N/A
PC
General & Unrestricted
2,500
BROTHER WOLF ANIMAL RESCUE INC
31 GLENDALE AVE
ASHEVILLE
,
NC
28803
N/A
PC
General & Unrestricted
1,000
BRUNOS PRO BONE O PET PANTRY
1310 BLACKHAWK LN
BARTLETT
,
IL
60103
N/A
PC
General & Unrestricted
2,500
CAMPING & EDUCATION FOUNDATION
3515 MICHIGAN AVE
CINCINNATI
,
OH
45208
N/A
PC
General & Unrestricted
20,000
CAMPING & EDUCATION FOUNDATION
3515 MICHIGAN AVE
CINCINNATI
,
OH
45208
N/A
PC
River Race, Boat Building fund and Ogichi
24,000
CAMPING & EDUCATION FOUNDATION
3515 MICHIGAN AVE
CINCINNATI
,
OH
45208
N/A
PC
General & Unrestricted - year 3 pledge
55,000
CAREERS SUPPORT SOLUTIONS INC
400 COLUMBUS AVE
VALHALLA
,
NY
10595
N/A
PC
General & Unrestricted
2,000
CAT DEPOT
1520 S LODGE DR
SARASOTA
,
FL
34239
N/A
PC
Neonatal Kittens program
1,100
CAT TOWN
4126 REDDING ST
OAKLAND
,
CA
94619
N/A
PC
General & Unrestricted
2,000
CENTER FOR BIOLOGICAL DIVERSITY INC
PO BOX 710
TUCSON
,
AZ
85702
N/A
PC
General & Unrestricted
3,600
CENTER FOR DISASTER PHILANTHROPY INC
1 THOMAS CIR NW STE 700
WASHINGTON
,
DC
20005
N/A
PC
General & Unrestricted
5,000
CENTER FOR ORANGUTAN AND CHIMPANZEE CONSERVATION I
PO BOX 488
WAUCHULA
,
FL
33873
N/A
PC
General & Unrestricted
2,000
CENTER FOR ORANGUTAN AND CHIMPANZEE CONSERVATION I
PO BOX 488
WAUCHULA
,
FL
33873
N/A
PC
General & Unrestricted
2,000
Centerpointe Church
214 BROOKS ST
Howell
,
MI
48843
N/A
PC
Back-to-school bash program
600
CENTRO LEGAL DE LA RAZA INC
3022 INTERNATIONAL BLVD
OAKLAND
,
CA
94601
N/A
PC
General & Unrestricted
3,000
CITYMEALS-ON-WHEELS
355 LEXINGTON AVE 3RD FL
NEW YORK
,
NY
10017
N/A
PC
General & Unrestricted
5,000
COALITION FOR SONORAN DESERT PROTECTION
738 N 5TH AVE STE 212
TUCSON
,
AZ
85705
N/A
PC
General & Unrestricted
10,000
CONNECTICUT FOOD BANK INC
2 RESEARCH PKWY
WALLINGFORD
,
CT
06492
N/A
PC
Covid-19 relief fund
3,000
CORNELL LABORATORY OF ORNITHOLOGY
159 SAPSUCKER WOODS RD
ITHACA
,
NY
14850
N/A
PC
General & Unrestricted
1,000
COVE CENTER FOR GRIEVING CHILDREN INC
250 POMEROY AVE
MERIDEN
,
CT
06450
N/A
PC
General & Unrestricted
7,000
DIRECT RELIEF
6100 WALLACE BECKNELL RD
SANTA BARBARA
,
CA
93117
N/A
PC
General & Unrestricted
5,000
EAST BAY SOCIETY FOR THE PREVENTION OF CRUELTY TO
8323 BALDWIN ST
OAKLAND
,
CA
94621
N/A
PC
General & Unrestricted
5,000
ESTHER NEONATAL KITTEN ALLIANCE
169 PEARSON DR APT 1
ASHEVILLE
,
NC
28801
N/A
PC
General & Unrestricted
500
FEEDING AMERICA
161 N CLARK ST STE 700
CHICAGO
,
IL
60601
N/A
PC
General & Unrestricted
7,000
FIRST UNITED METHODIST CHURCH OF DONNA
228 S MAIN ST
DONNA
,
TX
78537
N/A
PC
General & Unrestricted
2,000
FIX OUR FERALS
12226 SAN PABLO AVE
RICHMOND
,
CA
94805
N/A
PC
General & Unrestricted
3,000
FIXIN THE COAST
18417 DEER DR
SAUCIER
,
MS
39574
N/A
PC
General & Unrestricted
500
FOUNDATION OF ARTS MUSIC AND EDUCATION
PO BOX 764
BEDFORD HILLS
,
NY
10507
N/A
PC
General & Unrestricted
2,000
FOWLERVILLE CHURCH OF THE NAZARENE
8040 COUNTRY CORNER DR
FOWLERVILLE
,
MI
48836
N/A
PC
General & Unrestricted
3,000
FOWLERVILLE CHURCH OF THE NAZARENE
8040 COUNTRY CORNER DR
FOWLERVILLE
,
MI
48836
N/A
PC
General & Unrestricted
9,000
FOWLERVILLE CHURCH OF THE NAZARENE
8040 COUNTRY CORNER DR
FOWLERVILLE
,
MI
48836
N/A
PC
General & Unrestricted
10,000
FOX TUCSON THEATRE FOUNDATION
PO BOX 1008
TUCSON
,
AZ
85702
N/A
PC
Box Office naming fund
2,000
FOX TUCSON THEATRE FOUNDATION
PO BOX 1008
TUCSON
,
AZ
85702
N/A
PC
general operations and restoration of a theater pipe organ fund
10,000
FRIENDS OF CANTON DOG PARK INC
PO BOX 444
CANTON
,
CT
06019
N/A
PC
Building fund
5,640
FRIENDS OF CANTON DOG PARK INC
PO BOX 444
CANTON
,
CT
06019
N/A
PC
building a dog park in Canton
10,000
FRIENDS OF POUND RIDGE
PO BOX 22
POUND RIDGE
,
NY
10576
N/A
NC
General & Unrestricted
4,000
FRIENDS OF THE WORLD FOOD PROGRAM INC
1725 EYE ST NW STE 510
WASHINGTON
,
DC
20006
N/A
PC
General & Unrestricted
1,000
GATHERING 4 GARDNER INC
1866 MARLBROOK DR NE
ATLANTA
,
GA
30307
N/A
PC
14th Gathering 4 Gardner Conference
1,000
GINGERS PET RESCUE
12305 99TH AVE NE
ARLINGTON
,
WA
98223
N/A
PC
General & Unrestricted
1,000
GLEANERS COMMUNITY FOOD BANK INC
2131 BEAUFAIT ST
DETROIT
,
MI
48207
N/A
PC
to purchase a Walk in refrigerator
15,000
Grayling High School
1135 N OLD 27
GRAYLING
,
MI
49738
N/A
GOV
General & Unrestricted
7,500
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PL
CHICAGO
,
IL
60632
N/A
PC
General & Unrestricted
3,000
GREATERGOOD ORG
600 UNIVERSITY ST
SEATTLE
,
WA
98101
N/A
PC
General & Unrestricted
3,000
HARTFORD FOUNDATION FOR PUBLIC GIVING
10 COLUMBUS BLVD 8TH FL
HARTFORD
,
CT
06106
N/A
PC
General & Unrestricted
3,000
HARTLAND ENRICHMENT AND RECREATION ORGANIZATION
3191 HARTLAND RD
HARTLAND
,
MI
48353
N/A
PC
General & Unrestricted
5,000
HARTLAND ENRICHMENT AND RECREATION ORGANIZATION
3191 HARTLAND RD
HARTLAND
,
MI
48353
N/A
PC
General & Unrestricted
5,000
HAWAII FOODBANK
2611 KILIHAU ST A
HONOLULU
,
HI
96819
N/A
PC
General & Unrestricted
5,000
HAWKWING INC
306 CAVAN LN
GLASTONBURY
,
CT
06033
N/A
PC
General & Unrestricted
5,000
HEARTLAND FARM SANCTUARY INC
PO BOX 45746
MADISON
,
WI
53744
N/A
PC
General & Unrestricted
1,100
HELPLINE HOUSE
282 KNECHTEL WAY NE
BAINBRIDGE IS
,
WA
98110
N/A
PC
General & Unrestricted
4,000
HONG KONG FORUM LOS ANGELES INC
1439 FOLKSTONE AVE
HACIENDA HTS
,
CA
91745
N/A
PC
General & Unrestricted
5,000
HUMAN RIGHTS CAMPAIGN FOUNDATION
1640 RHODE ISLAND AVE NW
WASHINGTON
,
DC
20036
N/A
PC
General & Unrestricted
500
HUMANE SOCIETY INTERNATIONAL
1255 23RD ST NW STE 450
WASHINGTON
,
DC
20037
N/A
PC
relief fund for people in communities impacted by the fires
14,000
INNOCENCE PROJECT INC
40 WORTH ST RM 701
NEW YORK
,
NY
10013
N/A
PC
General & Unrestricted
1,500
INTEGRAL ECOLOGY RESEARCH CENTER
PO BOX 52
BLUE LAKE
,
CA
95525
N/A
PC
General & Unrestricted
6,000
International Beginning Ministries
POBOX 10422
Detroit
,
MI
48210
N/A
NC
Building Fund
2,000
INTERNATIONAL BIRD RESCUE
PO BOX 2171
LONG BEACH
,
CA
90801
N/A
PC
General & Unrestricted
7,700
INTERNATIONAL RESCUE COMMITTEE INC
PO BOX 6068
ALBERT LEA
,
MN
56007
N/A
PC
General & Unrestricted
5,000
IZI AZI FOUNDATION
5995 E GRANT RD STE 200
TUCSON
,
AZ
85712
N/A
PC
for the installation of a 1000-gallon cistern for rainwater harvesting, shade sails and agribond
4,000
CULTURETRUST GREATER PHILADELPHIA
1315 WALNUT ST STE 320
PHILADELPHIA
,
PA
19107
N/A
PC
Juniper Productions
7,000
KEEP ON MOVING INTERACTIVE & THERAPEUTICALLY ORIEN
25 RENSSELAER DR
SPRING VALLEY
,
NY
10977
N/A
PC
General & Unrestricted
25,000
LIFEBRIDGE COMMUNITY SERVICES INC
475 CLINTON AVE
BRIDGEPORT
,
CT
06605
N/A
PC
Covid-19 relief fund
3,000
LIVINSTON CHRISTIAN SCHOOLS
7669 BRIGHTON RD
BRIGHTON
,
MI
48116
N/A
PC
General & Unrestricted
3,800
LOVE INC OF THE GREATER LIVINGSTON AREA
PO BOX 558
HOWELL
,
MI
48844
N/A
PC
General & Unrestricted
500
LOVE INC OF THE GREATER LIVINGSTON AREA
PO BOX 558
HOWELL
,
MI
48844
N/A
PC
New Creation pledge fund
25,000
LOVE INC OF THE GREATER LIVINGSTON AREA
PO BOX 558
HOWELL
,
MI
48844
N/A
PC
Rest of LeCon pledge fund
4,500
LUBEE FOUNDATION INC CUMBERLAND BLDG
1309 NW 192ND AVE
GAINESVILLE
,
FL
32609
N/A
POF
General & Unrestricted
600
MAUMEE VALLEY COUNTRY DAY SCHOOL
1715 S REYNOLDS RD
TOLEDO
,
OH
43614
N/A
PC
Forest School program
50,000
MEALS ON WHEELS OF ALAMEDA COUNTY
1721 BROADWAY 201
OAKLAND
,
CA
94612
N/A
PC
General & Unrestricted
3,000
METROPOLITAN FAMILY SERVICES
ONE N DEARBORN ST STE 1000
CHICAGO
,
IL
60602
N/A
PC
General & Unrestricted
3,000
MUSIC CONSERVATORY OF WESTCHESTER
216 CENTRAL AVE
WHITE PLAINS
,
NY
10606
N/A
PC
accessible technology-based programs
10,000
NATIONAL AUDUBON SOCIETY INC
225 VARICK ST 7TH FL
NEW YORK
,
NY
10014
N/A
PC
To Support a year-long staff position from TerraCorps
1,800
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 3RD AVE
NEW YORK
,
NY
10017
N/A
PC
General & Unrestricted
2,000
NEADS INC
PO BOX 1100
PRINCETON
,
MA
01541
N/A
PC
General & Unrestricted
2,000
NEIGHBORS LINK CORP
27 COLUMBUS AVE
MOUNT KISCO
,
NY
10549
N/A
PC
General & Unrestricted
2,000
NESKAYA INC
PO BOX 634
FRANCONIA
,
NH
03580
N/A
PC
Computer needs
1,500
NETWORK FOR GOOD INC
1140 CONNECTICUT AVE NW STE 700
WASHINGTON
,
DC
20036
N/A
PC
General & Unrestricted
1,900
NORTH SHORE ANIMAL LEAGUE AMERICA INC
25 DAVIS AVE
PORT WASHINGTON
,
NY
11050
N/A
PC
General & Unrestricted
1,000
NORTHWOOD SCHOOL
92 NORTHWOOD RD
LAKE PLACID
,
NY
12946
N/A
PC
General & Unrestricted
7,500
OAK CREEK WATERSHED COUNCIL
14015 N MOON MOUNTAIN TRL
PHOENIX
,
AZ
85023
N/A
PC
General & Unrestricted
1,000
OPERATION CATNIP OF GAINESVILLE INC
PO BOX 141023
GAINESVILLE
,
FL
32614
N/A
PC
General & Unrestricted
2,000
OUR LADY OF HOPE CATHOLIC CHURCH
9 WHEELER AVE
WHITEHALL
,
NY
12887
N/A
PC
Hope After School Program
1,500
PARTNERS IN HEALTH A NONPROFIT CORPORATION
PO BOX 996
FREDERICK
,
MD
21705
N/A
PC
General & Unrestricted
5,000
PARTNERS IN HEALTH A NONPROFIT CORPORATION
PO BOX 996
FREDERICK
,
MD
21705
N/A
PC
Covid-19 Response program
5,000
PAWS CROSSED ANIMAL RESCUE INC
100 S WAREHOUSE LN
ELMSFORD
,
NY
10523
N/A
PC
General & Unrestricted
600
PETS ARE WONDERFUL SUPPORT
645 HARRISON ST STE 100
SAN FRANCISCO
,
CA
94107
N/A
PC
General & Unrestricted
8,000
PHOENIX HOUSE FOUNDATION INC
3411 VERNON BLVD
LONG IS CITY
,
NY
11106
N/A
PC
General & Unrestricted
1,500
PORT CHESTER CARVER CENTER INC
400 WESTCHESTER AVE
PORT CHESTER
,
NY
10573
N/A
PC
General & Unrestricted
5,000
POSITIVE FUTURES NETWORK
284 MADRONA WAY NE STE 116
BAINBRIDGE IS
,
WA
98110
N/A
PC
General & Unrestricted
10,000
POSITIVE FUTURES NETWORK
284 MADRONA WAY NE STE 116
BAINBRIDGE IS
,
WA
98110
N/A
PC
to purchase Laptops, audio/design equipment and furniture
10,000
POUND RIDGE FIRE DEPARTMENT INC
WESTCHESTER AVE
POUND RIDGE
,
NY
10576
N/A
PC
General & Unrestricted
2,000
POUND RIDGE LAND CONSERVANCY INC
1361 OLD POST RD
POUND RIDGE
,
NY
10576
N/A
PC
General & Unrestricted
2,000
POUND RIDGE LIONS AMBULANCE CORPS
PO BOX 237
POUND RIDGE
,
NY
10576
N/A
PC
General & Unrestricted
2,000
PRESBYTERY OF DETROIT
17575 HUBBELL ST
DETROIT
,
MI
48235
N/A
PC
TOWARD THE 2018 Veterinary Expenses
2,500
PROJECT A W A R E FOUNDATION
30151 TOMAS STE 200
RANCHO SANTA MARGARITA
,
CA
92688
N/A
PC
General & Unrestricted
1,500
PROKIDS
2605 BURNET AVE
CINCINNATI
,
OH
45219
N/A
PC
General & Unrestricted
6,000
REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL S
1305 N FLORES ST
SAN ANTONIO
,
TX
78212
N/A
PC
General & Unrestricted
3,000
S1
PO BOX 15292
PORTLAND
,
OR
97293
N/A
PC
Synth Library
1,000
SALISH SEA EXPEDITIONS
1257 PATMOS LN NW
BAINBRIDGE ISLAND
,
WA
98110
N/A
PC
General & Unrestricted
1,000
SAN JUAN PRESERVATION TRUST
PO BOX 759
FRIDAY HARBOR
,
WA
98250
N/A
PC
General & Unrestricted
25,000
SARASOTA MEMORIAL HEALTHCARE FOUNDATION
1515 S OSPREY AVE STE B4
SARASOTA
,
FL
34239
N/A
PC
General & Unrestricted
20,000
SELF DISCOVERY PAIN POSITIONING AND PURPOSE INC
4021 MCGINNIS FERRY RD APT 133
SUWANEE
,
GA
30024
N/A
PC
Tuition fund for class in crisis interventions
1,600
SHY WOLF SANCTUARY EDUCATION AND EXPERIENCE CENTER
1161 27TH ST SW
NAPLES
,
FL
34117
N/A
PC
General & Unrestricted
610
SIMON FOUNDATION INCORPORATED
120 RESCUE LN
BLOOMFIELD
,
CT
06002
N/A
POF
General & Unrestricted
500
SOCIAL GOOD FUND
PO BOX 5473
RICHMOND
,
CA
94805
N/A
PC
General & Unrestricted
5,000
SOMETHING GOOD IN THE WORLD INC
624 CROTON AVE
CORTLANDT MNR
,
NY
10567
N/A
PC
planting a garden for refugee children initiative
2,000
SOUND EXPERIENCE
2900 WASHINGTON ST STE E
PORT TOWNSEND
,
WA
98368
N/A
PC
General & Unrestricted
1,000
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVE
MONTGOMERY
,
AL
36104
N/A
PC
General & Unrestricted
2,000
SPREADING THREADS CLOTHING BANK
5435 N DESERT SAGUARO CT
TUCSON
,
AZ
85745
N/A
PC
General & Unrestricted
2,500
SPRING GROVE HERITAGE FOUNDATION
4521 SPRING GROVE AVE
CINCINNATI
,
OH
45232
N/A
PC
plant display labels fund
3,000
SQUEAKY WHEELS
221 WINSLOW WAY W
BAINBRIDGE ISLAND
,
WA
98110
N/A
PC
Dana's Trail completion
25,000
ST JOSEPH THE WORKER
1125 W JACKSON ST
PHOENIX
,
AZ
85007
N/A
PC
General & Unrestricted
3,500
STARFISH LEARNING CENTER
1543 W HOWARD ST
CHICAGO
,
IL
60626
N/A
PC
arts and crafts program
1,000
SYLVIA RIVERA LAW PROJECT INC
147 W 24TH ST 5TH FL
NEW YORK
,
NY
10011
N/A
PC
General & Unrestricted
1,500
THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC
PO BOX 2599
OAKLAND
,
CA
94614
N/A
PC
General & Unrestricted
7,000
THE FOOD BASKET INC
40 HOLOMUA ST
HILO
,
HI
96720
N/A
PC
General & Unrestricted
3,000
THE FOOD BASKET INC
40 HOLOMUA ST
HILO
,
HI
96720
N/A
PC
General & Unrestricted
5,000
THE HERMITAGE CAT SHELTER
PO BOX 13508
TUCSON
,
AZ
85732
N/A
PC
General & Unrestricted
5,000
THE SAFE CROSSINGS FOUNDATION
1402 3RD AVE STE 1322
SEATTLE
,
WA
98101
N/A
PC
General & Unrestricted
500
THE SAFE CROSSINGS FOUNDATION
1402 3RD AVE STE 1322
SEATTLE
,
WA
98101
N/A
PC
General & Unrestricted
2,500
THE SEATTLE FOUNDATION
1601 5TH AVE STE 1900
SEATTLE
,
WA
98101
N/A
PC
General & Unrestricted
5,000
THE TREVOR PROJECT INC
PO BOX 69232
WEST HOLLYWOOD
,
CA
90069
N/A
PC
General & Unrestricted
2,500
TOHONO CHUL PARK INC
7366 N PASEO DEL NORTE
TUCSON
,
AZ
85704
N/A
PC
General & Unrestricted
1,000
TRI-STATE BIRD RESCUE AND RESEARCH INC
170 POSSUM HOLLOW RD
NEWARK
,
DE
19711
N/A
PC
Summer internship program
4,000
TUCSON BOTANICAL GARDENS
2150 N ALVERNON WAY
TUCSON
,
AZ
85712
N/A
PC
General & Unrestricted
1,000
TUCSON WILDLIFE CENTER
PO BOX 18320
TUCSON
,
AZ
85731
N/A
PC
General & Unrestricted
5,000
U C SANTA CRUZ FOUNDATION
1156 HIGH ST
SANTA CRUZ
,
CA
95064
N/A
PC
General & Unrestricted
4,000
UNION STREET BRICK CHURCH
126 UNION ST
BANGOR
,
ME
04401
N/A
PC
General & Unrestricted
7,000
UNITED WAY OF NEW YORK CITY
205 E 42ND ST
NEW YORK
,
NY
10017
N/A
PC
Covid-19 Emergency Relief fund
5,000
UNIVERSITY OF ARIZONA FOUNDATION
1111 N CHERRY AVE
TUCSON
,
AZ
85721
N/A
PC
General & Unrestricted
5,000
UNIVERSITY OF MONTANA FOUNDATION
PO BOX 7159
MISSOULA
,
MT
59807
N/A
PC
General & Unrestricted
5,000
URBAN JUNCTURE FOUNDATION
300 E 51ST ST
CHICAGO
,
IL
60615
N/A
PC
General & Unrestricted
3,000
URBAN JUNCTURE FOUNDATION
300 E 51ST ST
CHICAGO
,
IL
60615
N/A
PC
Summer interns, roof garden, bike box and Boxville fund
30,000
VALLEY COMMUNITY CENTER
549 5TH ST STE F
CLARKSTON
,
WA
99403
N/A
PC
General & Unrestricted
2,500
WEST YAVAPAI GUIDANCE CLINIC INC
3343 N WINDSONG DR
PRESCOTT VALLEY
,
AZ
86314
N/A
PC
General & Unrestricted
5,000
WILD BIRD FUND INC
565 COLUMBUS AVE
NEW YORK
,
NY
10024
N/A
PC
General & Unrestricted
600
WILDERNESS INTEGRATION PROJECT
PO BOX 317
INDIANOLA
,
WA
98342
N/A
PC
General & Unrestricted
5,000
WOLF CONSERVATION CENTER INC
PO BOX 421
SOUTH SALEM
,
NY
10590
N/A
PC
General & Unrestricted
2,000
WORLD CENTRAL KITCHEN INCORPORATED
655 NEW YORK AVE NW 6TH FL
WASHINGTON
,
DC
20001
N/A
PC
General & Unrestricted
1,000
Total
.................................
3a
859,700
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
...........
01
911
4
Dividends and interest from securities
....
14
197,429
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
201,941
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
CREDIT CARD POINTS INCOME
01
1,981
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
402,262
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
402,262
(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