Form990-PF

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
ISAAC FAMILY INSTITUTE OF CHARITY
 
Number and street (or P.O. box number if mail is not delivered to street address)8100 E 22ND ST N NO 500
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WICHITA, KS672262305
A Employer identification number

45-4101244
B Telephone number (see instructions)

(316) 371-3478
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$2,790,533
J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 26,790 26,790  
4 Dividends and interest from securities... 60,225 49,759  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -67,934
b Gross sales price for all assets on line 6a 2,577,542
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 3,965 3,495  
12 Total. Add lines 1 through 11........ 23,046 80,044  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 4,400 1,100   0
c Other professional fees (attach schedule).... 18,099 12,229   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 221 221   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 13,467 13,467   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,187 27,017   0
25 Contributions, gifts, grants paid....... 142,498 142,498
26 Total expenses and disbursements. Add lines 24 and 25 178,685 27,017   142,498
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -155,639
b Net investment income (if negative, enter -0-) 53,027
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.............      
2 Savings and temporary cash investments......... 74,946 87,527 87,527
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   22    
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,054,262 Click to see attachment1,613,127 1,797,066
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 574,126 Click to see attachment853,286 905,940
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,703,356 2,553,940 2,790,533
Liabilities 17 Accounts payable and accrued expenses.......... 17,601 23,824
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)......... 17,601 23,824
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,685,755 2,530,116
29 Total net assets or fund balances (see instructions)..... 2,685,755 2,530,116
30 Total liabilities and net assets/fund balances (see instructions). 2,703,356 2,553,940
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
2,685,755
2
Enter amount from Part I, line 27a .....................
2
-155,639
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,530,116
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,530,116
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 PUBLICLY TRADED SECURITIES P    
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 2,577,542   2,645,476 -67,934
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       -67,934
b
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 -67,934
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  
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................................ 1 737
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 0
3 Add lines 1 and 2........................... 3 737
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 737
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,394
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,394
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 657
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet657 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    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)
    bulletKS
    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 addressbulletN/A
    14
    The books are in care ofbulletMICHELLE R HOLLE Telephone no.bullet (316) 681-5171

    Located atbullet8100 E 22ND ST N BLDG 500WICHITAKS ZIP+4bullet672262305
    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
     
     
    ........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
    B ANTHONY ISAAC CHAIRMAN
    1.00
    0 0 0
    8100 E 22ND ST N SUITE 500
    WICHITA,KS672262305
    MICHELE ISAAC DIRECTOR
    1.00
    0 0 0
    8100 E 22ND ST N SUITE 500
    WICHITA,KS672262305
    ANTHONY ISAAC DIRECTOR
    1.00
    0 0 0
    8100 E 22ND ST N SUITE 500
    WICHITA,KS672262305
    PETER ISAAC DIRECTOR
    1.00
    0 0 0
    8100 E 22ND ST N SUITE 500
    WICHITA,KS672262305
    JOE ISAAC SECRETARY/TREASURER
    1.00
    0 0 0
    8100 E 22ND ST N SUITE 500
    WICHITA,KS672262305
    GERALD ISAAC DIRECTOR
    1.00
    0 0 0
    8100 E 22ND ST N SUITE 500
    WICHITA,KS672262305
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    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
    885,435
    b
    Average of monthly cash balances.......................
    1b
    174,154
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,522,801
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,582,390
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,582,390
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    38,736
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,543,654
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    127,183
    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
    127,183
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    737
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    737
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    126,446
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    126,446
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    126,446
    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
    142,498
    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
     
    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
    142,498
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    142,498
    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 7 126,446
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 131,456
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 142,498
    a Applied to 2019, but not more than line 2a 131,456
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 11,042
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    115,404
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    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).)
    B ANTHONY ISAAC
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    ACUHO-I FOUNDATION
    1445 SUMMIT STREET
    COLUMBUS,OH43201
    N/A 509(A)(1) FUND LARGE-SCALE EDUCATIONAL PROGRAMS, RESEARCH INITIATIVES, AND PRACTICE INNOVATIONS FOR CAMPUS HOUSING AND RESIDENCE LIFE PROFESSIONALS AROUND THE WORLD 1,951
    AIDSLIFECYCLE - SAN FRANCISCO AIDS FOUNDATION
    PO BOX 426182
    SAN FRANCISCO,CA94142
    N/A 509(A)(1) REDUCE NEW HIV INFECTIONS AND IMPROVE THE QUALITY OF LIFE FOR PEOPLE LIVING WITH HIV/AIDS 1,030
    THE BAIL PROJECT
    PO BOX 102592
    PASADENA,CA911892592
    N/A 509(A)(1) RESTORE THE PRESUMPTION OF INNOCENCE, REUNITE FAMILIES, AND CHALLENGE A SYSTEM THAT CRIMINALIZES RACE AND POVERTY. 1,000
    BIG BROTHERS BIG SISTERS OF AMERICA
    310 EAST 2ND STREET
    WICHITA,KS67202
    N/A 509(A)(1) BIG BROTHERS BIG SISTERS HELPS CHILDREN REALIZE THEIR POTENTIAL AND BUILD THEIR FUTURES. 2,500
    CATHOLIC CHARITIES OF WICHITA
    437 NORTH TOPEKA STREET
    WICHITA,KS67202
    N/A 509(A)(1) ALLEVIATE POVERTY AND BUILD STRONG FAMILIES THROUGHOUT THE COMMUNITY 17,500
    THE BOWERY MISSION
    227 BOWERY
    NEW YORK,NY10002
    N/A 509(A)(1) SERVE HOMELESS AND HUNGRY NEW YORKERS AND PROVIDE SERVICES THAT MEET THEIR IMMEDIATE NEEDS AND TRANSFORM THEIR LIVES FROM POVERTY AND HOPELESSNESS TO HOPE 2,996
    CITY HARVEST
    6 EAST 32ND ST
    NEW YORK,NY10016
    N/A 509(A)(1) CITY HARVEST EXISTS TO END HUNGER IN COMMUNITIES THROUGHOUT NEW YORK CITY. 2,000
    CORNERSTONE ACADEMY
    1111 NORTH WELLS ST SUITE 403
    CHICAGO,IL60610
    N/A 509(A)(1) CORNERSTONE ACADEMY PROVIDES STUDENTS WITH AN INTENTIONALLY SMALL CHRISTIAN HIGH SCHOOL EXPERIENCE, DESIGNED TO GIVE THEM A PERSONALIZED AND COMPREHENSIVE EDUCATION LEADING TOWARDS A DIPLOMA, A CHRISTIAN MORAL CODE, AND TOOLS FOR SELF-SUFFICIENCY. 500
    CITYMEALS ON WHEELS
    355 LEXINGTON AVENUE
    NEW YORK,NY10017
    N/A 509(A)(1) PROVIDE MEALS FOR HOMEBOUND ELDERLY 1,000
    COSLEY ZOO
    1356 N GARY AVE
    WHEATON,IL60187
    N/A 509(A)(1) TO CREATE CONNECTIONS BETWEEN PEOPLE AND ANIMALS THAT WILL INSPIRE LIFELONG CONSERVATION OF THE NATURAL WORLD. 500
    CROSSROADS COMMUNITY SERVICES
    4500 S COCKRELL HILL ROAD
    DALLAS,TX75236
    N/A 509(A)(1) NOURISH OUR COMMUNITY'S LOW-INCOME FAMILIES AND INDIVIDUALS BY PROVIDING NUTRITIOUS FOOD AND SUPPORTIVE EDUCATION 5,000
    FAMILY PROMISE
    401 N EMPORIA AVE
    WICHITA,KS67202
    N/A 509(A)(1) PROVIDE COMPASSIONATE HOSPITALITY AND EMPOWER HOMELESS FAMILIES WITH CHILDREN TO ACHIEVE SUSTAINABLE INDEPENDENCE 5,000
    FUNDAMENTAL LEARNING CENTER
    2220 E 21ST ST N
    WICHITA,KS67214
    N/A 509(A)(1) HELP CHILDREN WITH SIGNIFICANT READING, SPELLING, AND WRITING DIFFICULTIES 2,000
    GOD'S LOVE WE DELIVER
    166 AVENUE OF THE AMERICAS
    NEW YORK,NY10013
    N/A 509(A)(1) PROVIDE NUTRITIOUS, FRESHLY PREPARED MEALS AND NUTRITION COUNSELING TO PEOPLE LIVING WITH VARIOUS LIFE-ALTERING ILLNESSES 7,771
    GUADALUPE CLIINIC
    940 S ST FRANCIS
    WICHITA,KS67211
    N/A 509(A)(1) PROVIDE ACCESS TO NECESSARY HEALTH CARE FOR THOSE IN NEED 2,500
    HUMANKIND MINISTRIES
    829 N MARKET ST
    WICHITA,KS67214
    N/A 509(A)(1) HUMANKIND MINISTRIES PROVIDES SHELTER, AFFORDABLE HOUSING, SUPPORTIVE SERVICES, AND BASIC NEEDS TO THOSE EXPERIENCING HOMELESSNESS OR POVERTY IN SEDGWICK COUNTY. 3,500
    KANSAS FOOD BANK
    1919 E DOUGLAS AVE
    WICHITA,KS67211
    N/A 509(A)(1) TO PROVIDE COMPREHENSIVE AND COMPASSIONATE HUNGERCARE WHENEVER AND WHEREVER IT IS NEEDED TO SAFEGUARD THE HEALTH, WELL-BEING AND PRODUCTIVITY OF FOOD-INSECURE KANSAS FAMILIES AND THEIR CHILDREN, AS WELL AS SENIOR CITIZENS, THE HOMELESS AND THE CHRONICALLY ILL AND IMPOVERISHED AMONG US. 2,500
    KANSAS HUMANE SOCIETY
    3313 N HILLSIDE ST
    WICHITA,KS67219
    N/A 509(A)(1) THE KANSAS HUMANE SOCIETY IS A COMMUNITY RESOURCE FOR PETS AND PEOPLE. 500
    KIDZCOPE
    7271 E 37TH ST N
    WICHITA,KS67226
    N/A 509(A)(1) PROVIDE THE OPPORTUNITY FOR CHILDREN, TEENS AND THEIR FAMILIES TO LEARN LIFELONG COPING SKILLS AFTER THE DEATH OF A LOVED ONE 2,500
    KANVETS UNITED
    PO BOX 783188
    WICHITA,KS67278
    N/A 509(A)(1) KANVETS UNITED IS DEDICATED TO PROVIDING RELIEF FOR POOR, DISTRESSED AND UNDERPRIVILEGED VETERANS IN THE WICHITA, KANSAS AREA. 250
    LAVALLETTE VOLUNTEER FIRST AID SQUAD
    PO BOX 334
    LAVALLETTE,NJ08735
    N/A 509(A)(1) PROVIDE SUPERIOR FIRE PROTECTION AND SERVICE 500
    THE LEE INITIATIVE
    610 W MAGNOLIA AVE
    LOUISVILLE,KY40208
    N/A 509(A)(1) CREATE SMALL BUT IMPACTFUL PROGRAMS THAT MAKE A REAL DIFFERENCE IN THE LIVES OF THE NEXT GENERATION OF RESTAURANT INDUSTRY PROFESSIONALS. 1,000
    MARK ARTS
    1307 N ROCK ROAD
    WICHITA,KS67206
    N/A 509(A)(1) PROVIDE ART AND ARTS EDUCATION TO THE CITIZENS OF WICHITA AND THE SURROUNDING COMMUNITIES 1,000
    MARY STAR OF THE SEA CATHOLIC CHURCH
    7669 GIRARD AVENUE
    LA JOLLA,CA92037
    N/A 509(A)(1) PARISH SUPPORT 7,500
    NAACP EMPOWERMENT PROGRAM
    4805 MT HOPE DRIVE
    BALTIMORE,MD21215
    N/A 509(A)(1) DISMANTLING RACISM AND DISRUPTING INEQUALITY TO CREATE A SOCIETY WHERE ALL PEOPLE CAN TRULY BE FREE. THIS MEANS ADDRESSING ISSUES MOST IMPORTANT TO THE BLACK COMMUNITY. 1,000
    NEW MOMS
    5317 W CHICAGO AVE
    CHICAGO,IL60651
    N/A 509(A)(1) NEW MOMS' MISSION IS TO STRENGTHEN FAMILIES BY PARTNERING WITH YOUNG MOMS AS THEY PROGRESS TOWARD HOUSING STABILITY, ECONOMIC MOBILITY, AND FAMILY WELL-BEING. 3,500
    ONE LOVE MOVEMENT
    1351 PACIFIC BEACH DR 8
    SAN DIEGO,CA92109
    N/A 509(A)(1) ONE LOVE MOVEMENT BRINGS PEOPLE TOGETHER TO TAKE ACTION AND BUILD SUPPORT FOR PROJECTS ADVANCING SOCIAL JUSTICE. 3,750
    OFF THEIR PLATE
    20 LIME ST APT 31
    BOSTON,MA02108
    N/A 509(A)(1) EMPOWER LOCAL KITCHENS LED BY WOMEN AND PEOPLE OF COLOR TO FEED THEIR COMMUNITIES THROUGH EMPLOYMENT AND NUTRITION. 5,755
    PAN-MASS CHALLENGE
    77 4TH AVENUE
    NEEDHAM,MA02494
    N/A 509(A)(1) SUPPORT DANA-FARBER CANCER INSTITUTE IN THEIR SEARCH FOR CURES FOR CANCERS AND RELATED DISEASES 500
    OPEN HEART MAGIC
    67 E MADISON ST
    CHICAGO,IL60603
    N/A 509(A)(1) HELPING ALL SICK KIDS GET THEIR MAGIC BACK 1,000
    RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA - WALK FOR KIDS
    4560 FOUNTAIN AVE
    LOS ANGELES,CA90029
    N/A 509(A)(1) PROVIDE COMFORT, CARE AND SUPPORT TO CHILDREN AND FAMILIES IN SOUTHERN CALIFORNIA 3,000
    SALVATION ARMY
    350 N MARKET ST
    WICHITA,KS67202
    N/A 509(A)(1) MEET HUMAN NEEDS WITHOUT DISCRIMINATION 500
    SCOTCH PLAINS PBA LOCAL #87 - CHILDREN'S CHARITY GOLF CLASSIC
    PO BOX 355
    SCOTCH PLAINS,NJ07076
    N/A 509(A)(1) RAISE FUNDS TO BENEFIT VARIOUS CHILDREN'S CHARITIES 1,100
    PRO KIDS - FIRST TEE SAN DIEGO
    4085 52ND ST
    SAN DIEGO,CA92105
    N/A 509(A)(1) THE MISSION OF PRO KIDS, FIRST TEE SAN DIEGO IS TO CHALLENGE UNDERSERVED YOUTH TO EXCEL IN LIFE BY PROMOTING CHARACTER DEVELOPMENT, LIFE SKILLS, AND VALUES THROUGH EDUCATION AND THE GAME OF GOLF. 1,000
    RESTAURANT WORKERS' FOUNDATION
    575 GRAND ST APT E1507
    NEW YORK,NY10002
    N/A 509(A)(1) RESTAURANT WORKERS' COMMUNITY FOUNDATION RAISES AND DISTRIBUTES FUNDS TO HELP WORKERS GET MORE ENGAGED IN THE ISSUES THAT AFFECT THEIR DAILY LIVES BY: (1) CREATING OPPORTUNITIES FOR WORKERS TO COME TOGETHER AND SPEAK OUT; (2) MAKING GRANTS TO AND BUILDING THE NETWORK OF NONPROFIT ORGANIZATIONS SERVING RESTAURANT WORKERS; AND (3) INVESTING CAPITAL TO SUPPORT AND GROW RESTAURANT BUSINESSES THAT ARE IMPROVING CONDITIONS FOR WORKERS. 1,000
    SAN DIEGO FOOD BANK
    9850 DISTRIBUTION AVE
    SAN DIEGO,CA92121
    N/A 509(A)(1) PROVIDE NUTRITIOUS FOOD TO PEOPLE IN NEED, ADVOCATE FOR THE HUNGRY, AND EDUCATE THE PUBLIC ABOUT HUNGER-RELATED ISSUES. 5,000
    SAN DIEGO ZOO
    PO BOX 120551
    SAN DIEGO,CA92112
    N/A 509(A)(1) SAVING SPECIES WORLDWIDE BY UNITING OUR EXPERTISE IN ANIMAL CARE AND CONSERVATION SCIENCE WITH OUR DEDICATION TO INSPIRING PASSION FOR NATURE. 1,000
    SHATTERPROOF
    101 MERRITT 7 CORPORATE PARK
    NORWALK,CT06851
    N/A 509(A)(1) SHATTERPROOF IS A NATIONAL NONPROFIT ORGANIZATION DEDICATED TO ENDING THE ADDICTION CRISIS IN THE UNITED STATES. 1,000
    THE THINKERY
    1830 SIMOND AVE
    AUSTIN,TX78723
    N/A 509(A)(1) CREATE INNOVATIVE LEARNING EXPERIENCES THAT EQUIP AND INSPIRE THE NEXT GENERATION OF CREATIVE PROBLEM SOLVERS. 165
    UNION RESCUE MISSION
    2800 N HILLSIDE
    WICHITA,KS67219
    N/A 509(A)(1) PROVIDE FOOD, SHELTER, AND CARE FOR HOMELESS MEN 1,000
    UNITED WAY OF THE PLAINS
    245 N WATER ST
    WICHITA,KS67202
    N/A 509(A)(1) IMPROVE LIVES BY IDENTIFYING COMMUNITY NEEDS AND MOBILIZING RESOURCES TO MEET THOSE NEEDS THROUGH A NETWORK OF CAPABLE AND INNOVATIVE PARTNERSHIPS 10,000
    VIA CHRISTI HEALTH
    3600 E HARRY ST
    WICHITA,KS67218
    N/A 509(A)(1) PROVIDE ASSISTANCE FOR FAMILIES OF SICK AND INJURED CHILDREN AND PROVIDE NEEDED FUNDING AND EQUIPMENT 10,000
    VICTORY IN THE VALLEY INC
    3755 E DOUGLAS
    WICHITA,KS67218
    N/A 509(A)(1) SUPPORT CANCER PATIENTS AND THEIR FAMILIES EMOTIONALLY AND SPIRITUALLY 2,500
    WICHITA CHILDREN'S HOME
    7271 E 37TH ST N
    WICHITA,KS67226
    N/A 509(A)(1) PROVIDE SAFETY AND CARE FOR CHILDREN WHO HAVE FACED ABUSE, NEGLECT, HOMELESSNESS, AND VIOLENCE 2,500
    ALLIANCE FOR A JUST SOCIETY
    3518 SOUTH EDMUNDS STREET
    SEATTLE,WA98118
    N/A 509(A)(1) AJS IS A NATIONAL CENTER FOR INNOVATIVE ORGANIZING AND STRATEGY. WE BUILD POWERFUL ORGANIZATIONS AND COMMUNITIES. WE FIGHT FOR RACIAL, SOCIAL, AND ECONOMIC JUSTICE. 1,000
    ACTBLUE CHARITIES
    366 SUMMER ST
    SOMERVILLE,MA02144
    N/A 509(A)(1) ACTBLUE CHARITIES' MISSION IS TO DEMOCRATIZE CHARITABLE GIVING BY FACILITATING GRASSROOTS ONLINE FUNDRAISING TO ELIGIBLE 501(C)(3) CHARITABLE ORGANIZATIONS. 200
    BOTANICA THE WICHITA GARDENS
    701 AMIDON ST
    WICHITA,KS67203
    N/A 509(A)(1) BOTANICA WAS OPENED TO THE PUBLIC IN MAY 1987 TO GENERATE ENTHUSIASM FOR HORTICULTURE AND ENLIGHTEN PEOPLE THROUGH EDUCATIONAL, ARTISTIC, AND CULTURAL EXPERIENCES. WITH THIS MISSION, BOTANICA'S GARDENS AND PROGRAMS EXPAND PUBLIC AWARENESS OF HORTICULTURE, EDUCATE KANSANS ABOUT HOW NATURE CAN IMPROVE THEIR DAILY LIVES, AND ASSIST IN THE PROMOTION OF COMMUNITY DEVELOPMENT. 74
    FOOD BANK FOR NEW YORK CITY
    39 BROADWAY
    NEW YORK,NY10006
    N/A 509(A)(1) TO END HUNGER BY ORGANIZING FOOD, INFORMATION AND SUPPORT FOR COMMUNITY SURVIVAL AND DIGNITY. 2,000
    FREEDOM FUND NETWORK INC
    1730 S FEDERAL HWY 311
    DELRAY BEACH,FL334833309
    N/A 509(A)(1) LGBTQ FREEDOM FUND PAYS BAIL TO SECURE THE SAFETY AND LIBERTY OF INDIVIDUALS IN IMMIGRATION FACILITIES IN EVERY U.S. STATE AND PRETRIAL DETENTION IN FLORIDA. 1,000
    THE GIVING BACK FUND
    PO BOX 10389
    BEVERLY HILLS,CA90213
    N/A 509(A)(1) THE GIVING BACK FUND (GBF) IS A NATIONAL NONPROFIT ORGANIZATION THAT ENCOURAGES AND FACILITATES CHARITABLE GIVING BY PROFESSIONAL ATHLETES, CELEBRITIES, HIGH NET WORTH INDIVIDUALS, EXISTING NONPROFIT ORGANIZATIONS, CORPORATIONS AND OTHERS WHO TRULY DESIRE TO GIVE BACK. 106
    MOSTLY MONKEYS SANCTUARY
    PO BOX 448
    RAMONA,CA92065
    N/A 509(A)(1) PROVIDES LONG-TERM CARE FOR A VARIETY OF WILD AND EXOTIC ANIMALS. 250
    STARKEY - SAVING LIVES CAMPAIGN
    4500 W MAPLE
    WICHITA,KS67209
    N/A 509(A)(1) NURTURE DEVELOPMENT AND PROMOTE INDEPENDENCE OF PEOPLE WITH INTELLECTUAL DISABILITIES. 7,500
    FATHER JOE'S VILLAGES - ST VINCENT DE PAUL
    3350 E ST
    SAN DIEGO,CA92102
    N/A 509(A)(1) PREVENT AND END HOMELESSNESS, ONE LIFE AT A TIME. 2,500
    WTTW - CHICAGO PUBLIC BROADCASTING SYSTEM
    5400 N SAINT LOUIS AVENUE
    CHICAGO,IL60625
    N/A 509(A)(1) PRODUCING AND PRESENTING TRUSTED, BEST-IN-CLASS CONTENT FUELED BY A DISTINCTLY CHICAGO SENSIBILITY. 100
    Total .................................bullet 3a 142,498
    bApproved for future payment
    Total .................................bullet 3b 0
    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 26,790  
    4 Dividends and interest from securities....     14 60,225  
    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.....     14 3,495  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 -67,934  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aVISA CASH BACK REWARD
      470      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 470 22,576 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    23,046
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    ISAAC FAMILY INSTITUTE OF CHARITY
    EIN:
    45-4101244
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,400 1,100   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ISAAC FAMILY INSTITUTE OF CHARITY
    EIN:
    45-4101244
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 1,613,127 1,797,066

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ISAAC FAMILY INSTITUTE OF CHARITY
    EIN:
    45-4101244
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LIMITED PARTNERSHIP INVESTMENTS AT COST 853,286 905,940

    TY 2020 OtherExpensesSchedule
    Name:
    ISAAC FAMILY INSTITUTE OF CHARITY
    EIN:
    45-4101244
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PARTNERSHIP LOSS 13,467 13,467   0


    TY 2020 OtherIncomeSchedule2
    Name:
    ISAAC FAMILY INSTITUTE OF CHARITY
    EIN:
    45-4101244
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME 2,930 2,930 2,930
    PERSHING LLC #7261 - CASH IN LIEU 550 550 550
    PERSHING LLC #7279 - CASH IN LIEU 15 15 15
    VISA CASH BACK REWARD 470   470


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ISAAC FAMILY INSTITUTE OF CHARITY
    EIN:
    45-4101244
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEES 5,830 0   0
    MANAGEMENT FEES 12,229 12,229   0
    LICENSES AND FEES 40 0   0


    TY 2020 TaxesSchedule
    Name:
    ISAAC FAMILY INSTITUTE OF CHARITY
    EIN:
    45-4101244
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 221 221   0