Form990-PF
Click to see list of attachments

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Arnall Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)911 NW 57th Street
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Oklahoma City, OK73118
A Employer identification number

47-3945413
B Telephone number (see instructions)

(405) 546-5075
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$90,019,987J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 100,689,705
2 Check bullet.............
3 Interest on savings and temporary cash investments 4,528 4,528  
4 Dividends and interest from securities... 8,878 8,878  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -107,873
b Gross sales price for all assets on line 6a 2,320,216
7 Capital gain net income (from Part IV, line 2)...  
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)....... Click to see attachment 691,294    
12 Total. Add lines 1 through 11........ 101,286,532 13,406  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 504,558     504,558
15 Pension plans, employee benefits....... 18,130     18,130
16a Legal fees (attach schedule)......... Click to see attachment 16,413     16,413
b Accounting fees (attach schedule)....... Click to see attachment 8,464 2,115   6,349
c Other professional fees (attach schedule).... Click to see attachment 453,911     453,911
17 Interest............... 681     681
18 Taxes (attach schedule) (see instructions)... Click to see attachment 36,012     36,012
19 Depreciation (attach schedule) and depletion... Click to see attachment 9,300    
20 Occupancy.............. 59,805     59,805
21 Travel, conferences, and meetings....... 14,002     14,002
22 Printing and publications.......... 10,769     10,769
23 Other expenses (attach schedule)....... Click to see list of attachments 164,523 6,342   155,191
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,296,568 8,457   1,275,821
25 Contributions, gifts, grants paid....... 14,712,383 14,712,383
26 Total expenses and disbursements. Add lines 24 and 25 16,008,951 8,457   15,988,204
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 85,277,581
b Net investment income (if negative, enter -0-) 4,949
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing............. 917,977 88,524,580 88,524,580
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet170,000
Less: allowance for doubtful accounts bullet     170,000 170,000
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 5,680 5,560 5,560
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,268,542    
c Investments—corporate bonds (attach schedule)....... 1,174,895    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,269,624 1,288,793 1,288,793
14 Land, buildings, and equipment: basis bullet46,986
Less: accumulated depreciation (attach schedule) bullet15,932 96,593 Click to see attachment31,054 31,054
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,733,311 90,019,987 90,019,987
Liabilities 17 Accounts payable and accrued expenses.......... 3,089 12,184
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 3,089 12,184
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
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 4,730,222 90,007,803
29 Total net assets or fund balances (see instructions)..... 4,730,222 90,007,803
30 Total liabilities and net assets/fund balances (see instructions). 4,733,311 90,019,987
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,730,222
2
Enter amount from Part I, line 27a .....................
2
85,277,581
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
90,007,803
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
90,007,803
Form 990-PF (2020)
Form 990-PF (2020)
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 ST Through Fidelity 1830 P 2019-08-29 2020-06-11
b LT Through Fidelity 1830 P 2019-02-08 2020-06-11
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 1,911,999   2,045,614 -133,615
b 408,217   383,211 25,006
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       -133,615
b       25,006
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -108,609
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 ................... 		Bracket 3 -133,615
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 69
c All other domestic foundations enter 1.39% 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 69
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 69
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 15,000
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 15,000
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 14,931
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet14,931 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletOK
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletarnallfamilyfoundation.com
    14
    The books are in care ofbulletThe Foundation Telephone no.bullet (405) 546-5075

    Located atbullet5617 N Classen BlvdOklahoma CityOK ZIP+4bullet73118
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    Sue Ann Arnall President
    25.00     		0    
    911 NW 57th Street
    Oklahoma City,OK73118
    Jane Lerum Director
    5.00     		0    
    911 NW 57th Street
    Oklahoma City,OK73118
    Hilary Honor Hamm Director
    5.00     		0    
    911 NW 57th Street
    Oklahoma City,OK73118
    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
    L Laird VP, Programs
    40.00     		133,000 7,000  
    911 NW 57th Street
    Oklahoma City,OK73118
    A Mayden Creative Mgr
    40.00     		73,980 3,894  
    911 NW 57th Street
    Oklahoma City,OK73118
    J Cutler Program Officer
    40.00     		80,040 2,417  
    911 NW 57th Street
    Oklahoma City,OK73118
    L Doll Program Officer
    40.00     		68,360 1,755  
    911 NW 57th Street
    Oklahoma City,OK73118
    M Smith Graphic Designer
    40.00     		52,375    
    911 NW 57th Street
    Oklahoma City,OK73118
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    Asemio LLC Consulting/Softwr Devel 101,250
    107 N Boulder Ave Suite A
    Tulsa,OK74103
    Impact Accelerator LLC Management Fees 55,000
    2545 S Kelley Ave Suite F
    Edmond,OK73013
    Saxum Consulting/Marketing 141,092
    621 N Robinson Ave Suite 600
    Oklahoma City,OK73102
    Total number of others receiving over $50,000 for professional services.............bullet  
    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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    567,544
    b
    Average of monthly cash balances.......................
    1b
    4,298,172
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,865,716
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    4,865,716
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    72,986
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,792,730
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    239,637
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    239,637
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    69
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    69
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    239,568
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    493,892
    5
    Add lines 3 and 4............................
    5
    733,460
    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
    733,460
    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
    15,988,204
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    15,988,204
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    15,988,204
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 733,460
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019...... 26,754,620
    fTotal of lines 3a through e........ 26,754,620
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 15,988,204
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 733,460
    e Remaining amount distributed out of corpus 15,254,744
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 42,009,364
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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) .......     		42,009,364
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    Sue Ann Arnall
    bList 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.
    Sue Ann Arnall
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Arnall Family Foundation
    5617 N Classen Blvd Suite 100
    Oklahoma City,OK73118
    (405) 546-5075
    www.arnallfamilyfoundation.com
    bThe form in which applications should be submitted and information and materials they should include:
    Application should include a written narrative of the organization and its needs, a current financial statement and budget for the organization, and any other items requested in the specific grant instructions.
    cAny submission deadlines:
    As indicated by specific grant instructions.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    As indicated by specific grant instructions.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    Homeless Alliance Inc
    1724 NW 4th Street
    Oklahoma City,OK73106     		None PC Diversion Hub Housing Navigator 65,000
    Days End Farm Horse Rescue
    1372 Woodbine Road
    Woodbine,MD21797     		None PC Equine Rescue and Adoption 89,820
    Denver Dumb Friends League
    2080 S Quebec Street
    Denver,CO80231     		None PC Equine Rescue and Adoption 89,820
    North Oklahoma Cty Mental Health Ctr
    PO Box 12978
    Oklahoma City,OK73157     		None PC Youth Homeless Transition Drop in and Overnight Safe Care Center 148,701
    The Fund for Animals
    1255 23rd Street NW
    Washington,DC20037     		None PC Animal Protection, Advocacy and Rescue 137,500
    New Vocations Racehorse Adoption
    719 Dolan Lane
    Lexington,KY40511     		None PC Equine Rescue and Adoption 50,000
    Boys & Girls Club of Oklahoma
    3535 N Western Ave
    Oklahoma City,OK73118     		None PC Flight for Futures 7,500
    CASA of Oklahoma County
    5905 N Classen Court 302
    Oklahoma City,OK73118     		None PC Child Welfare Programs 75,000
    3 Girls Animal Rescue Inc
    PO Box 1001
    Shady Point,OK74956     		None PC Companion Animal Rescue 103,000
    Oklahoma Center for Nonprofits Inc
    720 W Wilshire Blvd
    Oklahoma City,OK73116     		None PC PPE starter packs; Operating Funds for training 55,000
    Univ of Central OK Fostering Succes
    100 N University Drive
    Edmond,OK73034     		None PC College Degree Support Program for former Foster Care Students 36,442
    Oklahoma School of Science Mathemat
    1141 N Lincoln Blvd
    Oklahoma City,OK73104     		None PC General Unrestricted 10,000
    Nexus Equine Inc
    PO Box 54572
    Oklahoma City,OK73154     		None PC Equine Rescue and Adoption; Professional Trainer 39,900
    Univ Tulsa College of Law
    3120 East Fourth Place
    Tulsa,OK74104     		None PC Arnall Scholars Endowment Fund 3,000,000
    University of PA Trustees
    382 West Street Road
    Kennett Square,PA19348     		None PC Animal Shelter Medicine Educational Program 220,337
    ASPCA
    424 East 92nd Street
    New York,NY10128     		None PC The Right Horse Initiative 1,000,000
    Citizens for Juvenile Justice
    320 Robert S Kerr Avenue
    Oklahoma City,OK73102     		None PC Juvenile Justice Programs for At Risk Youth 24,500
    Kentucky Humane Society
    1000 Lyndon Lane Suite A
    Louisville,KY40222     		None PC Companion Animal Rescue, Advocacy and Adoption 420,725
    Pivot Inc
    201 NE 50th Street
    Oklahoma City,OK73105     		None PC Support programs for At Risk Youth; Homeless Transition Center 320,000
    Citizens for Children and Families
    2108 NW 59th Circle
    Oklahoma City,OK73112     		None PC Family TREE for Families in the Child Welfare System 30,000
    Parent Promise--Exchange Club of OK
    915 N Robinson
    Oklahoma City,OK73102     		None PC Support Programs for At Risk Parents and Families to reduce abuse and neglect 184,448
    Heart of Phoenix Equine Rescue
    PO Box 81
    Shoals,WV25562     		None PC Equine Rescue and Adoption; Facility Expansion 197,500
    Animal Balance
    2811 SE 29th Street
    Oklahoma City,OK73129     		None PC Companion Animal Spay and Neuter Programs and Advocacy 62,370
    Oklahoma County Diversion Hub
    220 NW 10th Street
    Oklahoma City,OK73103     		Affiliated Entity PC Life Stabilizing Services and Programs for Navigating the Criminal Justice System 3,000,000
    TEEM Education and Employment Minis
    1501 N Classen Blvd
    Oklahoma City,OK73106     		None PC Work Readiness Programs for Criminal Justice and Poverty Individuals; TEEM employment navigator; OK Pretrial Initiative 463,000
    Oklahoma City Community Foundation
    1000 N Broadway Avenue
    Oklahoma City,OK73102     		None PC OK Disaster Fund for Animal Support 7,500
    Sunbeam Family Services
    1100 NW 14th
    Oklahoma City,OK73106     		None PC Shine A Light Gala sponsorship 10,000
    Oklahoma Contemporary Arts Center
    11 NW 11th Street
    Oklahoma City,OK73103     		None PC General Unrestricted 2,000,000
    Oklahoma Humane Society
    7500 N Western Avenue
    Oklahoma City,OK73116     		None PC Rural outreach programs for animal welfare 299,700
    University of Denver
    2199 S University Blvd
    Denver,CO80208     		None PC Animal Welfare Programs 100,000
    Heartline Inc
    3801 NW 63rd Street Building 1
    Oklahoma City,OK73116     		None PC Youth Crisis Mobile Response and Programs 60,000
    Oklahoma Halfway House
    512 SW 2nd Street
    Oklahoma City,OK73109     		None PC Emergency and Transitional Housing for individuals in the Criminal Justice System 485,015
    Charleston Animal Society
    2455 Remount Road
    North Charleston,SC29406     		None PC Helping Hands for Rural Paws (HHRP) Animal Welfare Programs 242,220
    Urban League of Greater OKC
    3900 N Martin Luther King Ave
    Oklahoma City,OK73111     		None PC Diversion Hub Case Worker; Career Navigation Support Programs; Equal Opportunity Day sponsorship 17,000
    City Care Inc
    2000 N Classen Blvd Suite N50
    Oklahoma City,OK73106     		None PC Supportive Housing Coordinator 60,000
    Communities Fdtn of OK
    801 NW 63rd Street Suite 200
    Oklahoma City,OK73116     		None PC Black Justice Fund and Communities for Human Rights Fund 159,112
    Jazz in June
    320 N Flood Ave
    Norman,OK73069     		None PC Music Appreciation 2,500
    Foundation for OKC Public Schools
    431 W Main Street Suite E
    Oklahoma City,OK73102     		None PC Douglass High School Academy of Law and Public Safety 18,000
    United Way of Central OK
    1444 NW 18th Street
    Oklahoma City,OK73106     		None PC 2020 Annual Fundraising Campaign 25,000
    Prospect Community Devel Corp
    2809 N Missouri Ave
    Oklahoma City,OK73111     		None PC Partnerships between law enforcement and community members 18,000
    Leadership Foundation of OK
    2832 W Wilshire Blvd 2nd Floor
    Oklahoma City,OK73116     		None PC OKC Police Department Family Awareness and Community Teamwork (FACT) program 37,500
    Oklahoma Institute for Child Advoca
    2915 N Classen Blvd
    Oklahoma City,OK73106     		None PC 2020 Heroes Ball sponsorship 2,500
    Peaceful Animal Adoption Shelter
    628 S Wilson Street
    Vinita,OK74301     		None PC PAAS Ride to Rescuesponsorship 65,500
    Arts Council of Oklahoma City
    400 W California Ave
    Oklahoma City,OK73102     		None PC All Access Arts--art programs for schools 5,000
    Child Welfare Innovation Inc
    1452 Dorchester Ave
    Boston,MA02122     		None PC Partnership to leverage Family Voices for Equitable Solutions 83,600
    Foundation for OKC Community Colleg
    7777 South May Avenue
    Oklahoma City,OK73159     		None PC Fostering Higher Education for former foster youth 100,000
    Public Health Institute of Oklahoma
    PO Box 60926
    Oklahoma City,OK73146     		None PC Sponsorship of 2020 Turning Point Conference 2,500
    Tulsa Community Foundation
    7030 South Yale Avenue
    Tulsa,OK74136     		None PC Greenwood Rising History Center 100,000
    Hope for the Future Inc
    3200 NW 48th St Suite 201
    Oklahoma City,OK73112     		None PC Building Capacity and Operating Support 52,750
    United Methodist Circle of Care Inc
    1501 NW 24th Street Suite 214
    Oklahoma City,OK73106     		None PC Southeast expansion for foster care families 142,236
    OK Association for Infant Mental He
    PO Box 685
    Oklahoma City,OK73101     		None PC Sponsorship of 2020 Tranforming Trauma conference 2,500
    Poetic Justice Inc
    1423 Terrace Drive
    Tulsa,OK74104     		None PC Support of criminal justice reform programs 15,000
    The Care Center
    1403 N Ashton Place
    Oklahoma City,OK73117     		None PC Sponsorship of Fight to the Finish Campaign for child welfare 260,000
    Connect our Kids
    1069 West Broad Street Suite 778
    Falls Church,VA22046     		None PC Family Connections Pilot to help children find forever homes 20,000
    City Care Inc
    2400 General Pershing Blvd
    Oklahoma City,OK73107     		None PC Capital Campaign for OKC Low Barrier night shelter 300,000
    Oklahoma Policy Institute
    907 S Detroit Avenue Suite 1005
    Tulsa,OK74120     		None PC Criminal Justice policy research and advocacy 20,000
    Cut It Forward
    3515 N Classen Blvd
    Oklahoma City,OK73118     		None PC Hair and Skin Care resources for foster and adopted children of color. 16,500
    Halo Project International
    401 E Memorial Road
    Oklahoma City,OK73114     		None PC Child Welfare Programs for Foster and Adoptive Children 75,015
    Community Action Agency
    319 SW 25th Street
    Oklahoma City,OK73109     		None PC VITA Earned Income Credit Tax Services 1,700
    Reach Out and Read
    89 South Street Suite 201
    Boston,MA02111     		None PC Building Healthy Brains and Healthy Lives program 5,000
    Thrive Inc
    3000 United Founders Blvd Ste 247
    Oklahoma City,OK73112     		None PC Child Welfare Programs 10,000
    ASPCA
    424 East 92nd Street
    New York,NY10128     		None PC Donation of Horse Trailer to The Right Horse Initiative 60,472
    Total .................................bullet 3a 14,712,383
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 4,528  
    4 Dividends and interest from securities....     14 8,878  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     1 43,300  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 736 -108,609
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFederal Income Tax Refund     		    1 58,721  
    bPPP Loan Forgiven     1 95,381  
    cReturn of Unused Grant Monies     42 493,892  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   705,436 -108,609
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    596,827
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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 (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    Arnall Family Foundation
     
    Employer identification number

    47-3945413
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Arnall Family Foundation
          		Employer identification number
    47-3945413
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Sue Ann Arnall
    911 NW 57th Street
     
    Oklahoma City, OK73118

    		$ 100,689,705


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Arnall Family Foundation
          		Employer identification number

    47-3945413
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Arnall Family Foundation
          		Employer identification number

    47-3945413
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0

    TY 2020 AccountingFeesSchedule
    Name:
    Arnall Family Foundation
    EIN:
    47-3945413
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      8,464 2,115 0 6,349

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 AmortizationSchedule
    Name:
    Arnall Family Foundation
    EIN:
    47-3945413
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    Grant Management Software 2017-07-31 15,373 12,383 3.0000 2,990     15,373

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    Arnall Family Foundation
    EIN:
    47-3945413
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Computer 2017-05-10 1,960 1,045 SL 5.0000 392      
    Computer Equipment 2017-10-13 3,726 1,676 SL 5.0000 745      
    Computer Equipment 2017-11-12 1,910 828 SL 5.0000 382      
    Computer 2018-02-09 1,679 644 SL 5.0000 336      
    Laptop 2018-07-29 1,832 519 SL 5.0000 366      
    Printer 2018-08-29 361 96 SL 5.0000 72      
    Cell Phones 2018-10-12 978 175 SL 7.0000 140      
    Computers 2018-11-12 4,002 933 SL 5.0000 800      
    Compters & Monitors 2018-12-13 6,042 1,309 SL 5.0000 1,208      
    Artwork 2018-10-12 3,736 667 SL 7.0000 534      
    Horse Truck & Trailer 2018-11-06 74,702 12,451 SL 7.0000 1,779      
    IPad (Roadshow) 2019-01-13 1,156 231 SL 5.0000 231      
    Office Chairs 2019-11-11 7,037 168 SL 7.0000 1,005      
    Adjustable Standing Desks 2019-11-19 2,954 35 SL 7.0000 422      
    Camera and Lens 2019-10-15 2,390 85 SL 7.0000 341      
    Computer 2020-06-30 1,688   SL 5.0000 169      
    Computer 2020-11-30 307   SL 5.0000 5      
    Computer 2020-11-30 1,737   SL 5.0000 29      
    Light Kits 2020-07-13 3,157   SL 5.0000 316      
    Lighting Equipment 2020-07-31 334   SL 5.0000 28      

    TY 2020 GeneralExplanationAttachment
    Name:
    Arnall Family Foundation
    EIN:
    47-3945413
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Identifier Return Reference Explanation
      General Explanation Supplemental Information for Form 990-PF Arnall Family Foundation47-3945413Attachment to Part VII-ALine 11Ownership of Controlled EntityName: Watershed Animal Fund, LLCEntity Type: 501(3)(c)EIN: 47-3948272Address: 156 Katonah Avenue, Suite 201 Katonah, NY 10536Website: wwww.watershedanimalfund.orgOwnership: 100%Entity is not an excess business holding.No transfers were made to or received from the controlled entity.

    TY 2020 LandEtcSchedule2
    Name:
    Arnall Family Foundation
    EIN:
    47-3945413
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Auto./Transportation Equip.       31,054
    Furniture and Fixtures 13,727 2,831 10,896  
    Machinery and Equipment 33,259 13,101 20,158  


    TY 2020 LegalFeesSchedule
    Name:
    Arnall Family Foundation
    EIN:
    47-3945413
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      16,413 0 0 16,413


    TY 2020 OtherExpensesSchedule
    Name:
    Arnall Family Foundation
    EIN:
    47-3945413
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Amortization 2,990      
    Bank Fees and Charges 325     325
    Business Gifts 6,645     6,645
    Dues, Subscriptions, Memberships 19,803     19,803
    Employee Appreciation 2,750     2,750
    Health, Life, Dental Insurance 41,165     41,165
    Insurance 2,968     2,968
    Investment Fees 6,342 6,342    
    Marketing and Advertising 9,538     9,538
    Miscellaneous 25     25
    Payroll Processing Fees 4,139     4,139
    Postage 1,534     1,534
    Professsional Development 10,181     10,181
    Refreshments 3,804     3,804
    Software 32,286     32,286
    Supplies 9,301     9,301
    Telephone and Telecommunications 8,961     8,961
    Website Development and Hosting 1,766     1,766


    TY 2020 OtherIncomeSchedule2
    Name:
    Arnall Family Foundation
    EIN:
    47-3945413
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Federal Income Tax Refund 58,721    
    Other Investment Income 43,300    
    PPP Loan Forgiven 95,381    
    Return of Unused Grant Monies 493,892    


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Arnall Family Foundation
    EIN:
    47-3945413
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Computer Services/IT Support 28,649 0 0 28,649
    Consulting 49,290 0 0 49,290
    Management Fee 55,000 0 0 55,000
    Outside Contract Services 97,715 0 0 97,715
    PR & Marketing 154,007 0 0 154,007
    Software Development 69,250 0 0 69,250


    TY 2020 TaxesSchedule
    Name:
    Arnall Family Foundation
    EIN:
    47-3945413
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Payroll Taxes 36,012     36,012