-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
10-01-2019
, and ending
09-30-2020
Name of foundation
WHITEHALL FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
POST OFFICE BOX 3423
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALM BEACH
,
FL
33480
A Employer identification number
13-5637595
B
Telephone number (see instructions)
(561) 655-4474
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
114,184,580
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
5,863
5,863
4
Dividends and interest from securities
...
1,484,999
1,484,999
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
3,356,460
b
Gross sales price for all assets on line 6a
35,212,692
7
Capital gain net income (from Part IV, line 2)
...
3,356,460
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
1,575
1,575
12
Total.
Add lines 1 through 11
........
4,848,897
4,848,897
13
Compensation of officers, directors, trustees, etc.
79,746
59,810
19,937
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
54,482
43,101
11,381
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
106,492
26,623
79,869
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
42,977
42,661
317
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
66,690
0
66,690
21
Travel, conferences, and meetings
.......
27,029
0
27,029
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
851,494
758,734
92,762
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,228,910
930,929
297,985
25
Contributions, gifts, grants paid
.......
5,302,986
5,302,986
26
Total expenses and disbursements.
Add lines 24 and 25
6,531,896
930,929
5,600,971
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-1,682,999
b
Net investment income
(if negative, enter -0-)
3,917,968
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
1,074,501
1,273,904
1,273,904
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
74,524
74,524
74,524
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
64,031,739
64,778,020
71,270,816
c
Investments—corporate bonds (attach schedule)
.......
29,585,942
25,685,773
27,392,125
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
12,198,567
13,470,053
14,173,211
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
106,965,273
105,282,274
114,184,580
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
110,358,423
108,675,424
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
-3,393,150
-3,393,150
29
Total net assets or fund balances
(see instructions)
.....
106,965,273
105,282,274
30
Total liabilities and net assets/fund balances
(see instructions)
.
106,965,273
105,282,274
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
106,965,273
2
Enter amount from Part I, line 27a
.....................
2
-1,682,999
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
105,282,274
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
105,282,274
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLICLY TRADED SECURITIES
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
35,212,692
31,856,232
3,356,460
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
3,356,460
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
3,356,460
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
5,988,735
111,046,416
0.053930
2017
5,542,301
118,317,710
0.046843
2016
5,104,359
111,950,993
0.045595
2015
5,061,017
104,724,604
0.048327
2014
5,702,371
113,818,567
0.050101
2
Total
of line 1, column (d)
.....................
2
0.244796
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.048959
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
110,826,993
5
Multiply line 4 by line 3
......................
5
5,425,979
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
39,180
7
Add lines 5 and 6
........................
7
5,465,159
8
Enter qualifying distributions from Part XII, line 4
,.............
8
5,600,971
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
39,180
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
39,180
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
39,180
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
71,893
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
71,893
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
32,713
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
32,713
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
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)
NJ
,
FL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.WHITEHALL.ORG
14
The books are in care of
CATHERINE THOMAS
Telephone no.
(561) 655-4474
Located at
PO BOX 3423
PALM BEACH
FL
ZIP+4
33480
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
GEORGE M MOFFETT II
PRESIDENT
20.00
25,000
85,000
0
PO BOX 3423
PALM BEACH
,
FL
33480
CATHERINE M THOMAS
TREASURER/CORP. SECRETARY/TRUSTEE
25.00
70,000
0
0
PO BOX 3423
PALM BEACH
,
FL
33480
MR KENNETH S BEALL JR ESQ
VICE PRESIDENT/TRUSTEE
0.00
0
0
0
PO BOX 3423
PALM BEACH
,
FL
33480
JAMES R LOWELL III
TRUSTEE
0.00
0
0
0
PO BOX 3423
PALM BEACH
,
FL
33480
MR E ANTHONY NEWTON
TRUSTEE
0.00
0
0
0
PO BOX 3423
PALM BEACH
,
FL
33480
DEBORAH S GIBBONS-NEFF
TRUSTEE
0.00
0
0
0
PO BOX 3423
PALM BEACH
,
FL
33480
JW RUMBOUGH III
TRUSTEE
0.00
0
0
0
PO BOX 3423
PALM BEACH
,
FL
33480
TAYLOR THOMAS
TRUSTEE
0.00
0
0
0
PO BOX 3423
PALM BEACH
,
FL
33480
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
NONE
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
110,722,825
b
Average of monthly cash balances
.......................
1b
1,791,889
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
112,514,714
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
112,514,714
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,687,721
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
110,826,993
6
Minimum investment return.
Enter 5% of line 5
..................
6
5,541,350
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
5,541,350
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
39,180
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
39,180
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
5,502,170
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
5,502,170
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
5,502,170
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
5,600,971
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
5,600,971
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
39,180
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
5,561,791
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
5,502,170
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
327,108
f
Total
of lines 3a through e
........
327,108
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
5,600,971
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
5,502,170
e
Remaining amount distributed out of corpus
98,801
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
425,909
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
425,909
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
327,108
e
Excess from 2019
....
98,801
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CATHERINE THOMAS
P O BOX 3423
PALM BEACH
,
FL
33480
(561) 655-4474
b
The form in which applications should be submitted and information and materials they should include:
TWO PAGE SUMMARY OUTLINING THE STUDY
c
Any submission deadlines:
DECEMBER 1, MARCH 1, AND SEPTEMBER 1
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FOR BASIC BIOLOGICAL RESEARCH, AGRI-BUSINESS STUDIES AND NEUROBIOLOGY
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVENUE
NEW YORK CITY
,
NY
10461
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVENUE
NEW YORK CITY
,
NY
10461
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
ASSISTANCE LEAGUE MINNEAPOLIS
6416 PENN AVE SOUTH
MINNEAPOLIS
,
MN
55423
NONE
501(C)(3)
GENERAL PURPOSE
500
BARNARD COLLEGE
3009 BROADWAY
NEW YORK
,
NY
10027
NONE
501(C)(3)
GENERAL PURPOSE
500
BLUE HILL MEMORIAL HOSPITAL
PO BOX 1029
BLUE HILL
,
ME
04614
NONE
501(C)(3)
GENERAL PURPOSE
2,000
BLUE HILL PUBLIC LIBARY
5 PARKER POINT ROAD
BLUE HILL
,
ME
04614
NONE
501(C)(3)
GENERAL PURPOSE
2,000
BNY MELLON CHARITABLE GIFT FUND
201 WASHINGTON STREET SUITE
024-0062
BOSTON
,
MA
02108
NONE
501(C)(3)
GENERAL PURPOSE
1,000
BOSTON CHILDREN'S HOSPITAL TRUST
300 LONGWOOD AVE
BOSTON
,
MA
02215
NONE
501(C)(3)
GENERAL PURPOSE
2,000
BOSTON UNIVERSITY
ONE SIBER WAY
BOSTON
,
MA
02215
NONE
501(C)(3)
BIOLOGICAL RESEARCH
21,500
BOSTON UNIVERSITY
ONE SIBER WAY
BOSTON
,
MA
02216
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
BOSTON UNIVERSITY
ONE SIBER WAY
BOSTON
,
MA
02217
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
BOSTON UNIVERSITY
ONE SIBER WAY
BOSTON
,
MA
02215
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
BRANDYWINE CONSERVANCY & MUSEUM OF ART
1 HOFFMANS MILL ROAD
CHADDS FORD
,
PA
19317
NONE
501(C)(3)
GENERAL PURPOSE
500
BROWN LEDGE FOUNDATION INC
71 BROWN LEDGE RD
COLCHESTER
,
VT
05446
NONE
501(C)(3)
GENERAL PURPOSE
500
CALMER CHOICE
PO BOX 939
SOUTH YARMOUTH
,
MA
02664
NONE
501(C)(3)
GENERAL PURPOSE
1,000
CAPE CODE HEALTHCARE FOUNDATION
32 MAIN ST
HYANNIS
,
MA
02601
NONE
501(C)(3)
GENERAL PURPOSE
500
CAPE ELEUTHERA FOUNDATION INC
745 ALTANTIC AVE STE 8
BOSTON
,
MA
02111
NONE
501(C)(3)
GENERAL PURPOSE
3,500
CARNEGIE MELLON UNIVERSITY
SIX PPG PLACE 14TH FLOOR
PITTSBURGH
,
PA
15222
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
CHILDREN'S HOSPITAL BOSTON
300 LONGWOOD AVE
BOSTON
,
MA
02215
NONE
501(C)(3)
BIOLOGICAL RESEARCH
20,985
COLUMBIA UNIVERSITY
630 WEST 168TH STREET
NEW YORK
,
NY
10032
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
COMMUNITY FOUNDATION FOR PALM BEACH
700 S DIXIE HIGHWAY
WEST PALM
,
FL
33401
NONE
501(C)(3)
GENERAL PURPOSE
1,000
CONNECTICUT COLLEGE
270 MOHEGAN AVE
NEW LONDON
,
CT
06320
NONE
501(C)(3)
GENERAL PURPOSE
2,000
CONVENT OF THE VISITATION SCHOOL
2455 VISITATION DR
MENDOTA HEIGHTS
,
MN
55120
NONE
501(C)(3)
GENERAL PURPOSE
2,000
CORINTHIAN HISTORICAL FOUNDATION
300 W2ND ST
ESSINGTON
,
PA
19029
NONE
501(C)(3)
GENERAL PURPOSE
1,000
CORINTHIAN SAILING FOUNDATION
1 NAHANT STREET
MARBLEHEAD
,
MA
01945
NONE
501(C)(3)
GENERAL PURPOSE
500
CORNELL UNIVERSITY NEW YORK
616 THURSTON AVENUE
ITHACA
,
NY
14853
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
DARTMOUTH COLLEGE FUND
6066 DEVELOPMENT OFFICE
HANOVER
,
NH
03755
NONE
501(C)(3)
GENERAL PURPOSE
2,500
DUKE UNIVERSITY
BOX 90035
DURHAM
,
NC
27708
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
EXETER YOUTH LACROSSE ASSOCIATION
GRANITE FIELDS
KINGSTON
,
NH
03833
NONE
501(C)(3)
GENERAL PURPOSE
500
FLAGLER MUSEUM
ONE WHITEHALL WAY
PALM BEACH
,
FL
33480
NONE
501(C)(3)
GENERAL PURPOSE
1,000
FLORIDA ATLANTIC UNIVERSITY
777 GLADES RD
BOCA RATON
,
FL
33431
NONE
GOV
BIOLOGICAL RESEARCH
75,000
FLORIDA STATE UNIVERSITY
600 W COLLEGE AVE
TALLAHASSEE
,
FL
32306
NONE
GOV
BIOLOGICAL RESEARCH
75,000
FRIENDS OF BOSTON UNIVERSITY TERRIER HOCKEY
AGGANIS ARENA 925 COMMONWEALTH AVE
BOSTON
,
MA
02215
NONE
501(C)(3)
GENERAL PURPOSE
1,000
FRIENDS OF DARTMOUTH SQUASH
6066 DEVELOPMENT OFFICE
HANOVER
,
NH
03755
NONE
501(C)(3)
GENERAL PURPOSE
1,000
FRIENDS OF SENGEKONTACKET INC
PO BOX 740
EDGARTOWN
,
MA
02539
NONE
501(C)(3)
GENERAL PURPOSE
1,000
FRIENDS OF THE SANDWICH PUBLIC LIBRARY
16 DEWEY AVE
SANDWICH
,
MA
02563
NONE
501(C)(3)
GENERAL PURPOSE
1,000
GEORGE STEVENS ACADEMY
23 UNION STREET
BLUE HILL
,
ME
04614
NONE
501(C)(3)
GENERAL PURPOSE
2,000
GEORGIA INSTITUTE OF TECHNOLOGY
177 NORTH AVENUE NW
ATLANTA
,
GA
30332
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
GEORGIA STATE UNIVERSITY
PO BOX 3965
ATLANTA
,
GA
30302
NONE
GOV
BIOLOGICAL RESEARCH
75,000
GLEN URQUHART SCHOOL
74 HART ST
BEVERLY
,
MA
01915
NONE
501(C)(3)
GENERAL PURPOSE
2,000
GREEN MOUNTAIN HORSE ASSOCATION
5491 S RD
SOUTH WOODSTOCK
,
VT
05071
NONE
501(C)(3)
GENERAL PURPOSE
500
GULF STREAM COUNCIL BOY SCOUTS OF AMERICA
8335 NORTH MILITARY TRAIL
PALM BEACH GARDENS
,
FL
33410
NONE
501(C)(3)
GENERAL PURPOSE
500
HARVARD COLLEGE FUND
60 GARDEN ST
CAMBRIDGE
,
MA
02138
NONE
501(C)(3)
GENERAL PURPOSE
1,000
HARVARD UNIVERSITY
PO BOX 414413
BOSTON
,
MA
02241
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
HISTORIC HARRISVILLE INC
69 MAIN ST
HARRISVILLE
,
NH
03450
NONE
501(C)(3)
GENERAL PURPOSE
500
HOSPICE FOUNDATION OF PALM BEACH COUNTY
5300 EAST AVENUE
WEST PALM BEACH
,
FL
33407
NONE
501(C)(3)
GENERAL PURPOSE
1,000
INDEPENDENCE SEAPORT MUSEUM
211 SOUTH COLUMBUS BLVD WALNUT
STREET
PHILADELPHIA
,
PA
19106
NONE
501(C)(3)
GENERAL PURPOSE
9,000
INDIANA UNIVERSITY BLOOMINGTON
POST OFFICE BOX 6460
INDIANAPOLIS
,
IN
46206
NONE
GOV
BIOLOGICAL RESEARCH
75,000
INTERNATIONAL GAME FISH ASSOCIATION
300 GULF STREAM WAY
DANIA BEACH
,
FL
33004
NONE
501(C)(3)
GENERAL PURPOSE
500
KNEISEL HALL NEWTON
PO BOX 648
BLUE HILL
,
ME
04614
NONE
501(C)(3)
GENERAL PURPOSE
1,000
LAKE FOREST COLLEGE
555 N SHERIDAN RD
LAKE FOREST
,
IL
60045
NONE
501(C)(3)
GENERAL PURPOSE
5,000
MARQUETTE UNIVERSITY
1250 W WISCONSIN AVE
MILWAUKEE
,
WI
53233
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
MARY E BARTLETT LIBRARY
ATTN MS MARILYN MOREHEAD 22 DALTON
ROAD
BRENTWOOD
,
NH
03833
NONE
501(C)(3)
GENERAL PURPOSE
1,000
MASSACHUSETTS AUDUBON SOCIETY
280 S GREAT RD
LINCOLN
,
MA
01773
NONE
501(C)(3)
GENERAL PURPOSE
2,000
MIDDLESEX SCHOOL
1400 LOWELL ROAD
CONCORD
,
MA
01742
NONE
501(C)(3)
GENERAL PURPOSE
3,000
MISS B'S LEARNING BEE'S INC
4736 34TH AVE
VERO BEACH
,
FL
32967
NONE
501(C)(3)
GENERAL PURPOSE
3,000
MOUNT SINAI SCHOOL OF MEDICINE
ONE GUSTAVE LEVY PLACE BOX 1049
NEW YORK
,
NY
10029
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
MOUNT SINAI SCHOOL OF MEDICINE
ONE GUSTAVE LEVY PLACE BOX 1049
NEW YORK
,
NY
10029
NONE
501(C)(3)
BIOLOGICAL RESEARCH
30,000
NEW YORK UNIVERSITY
SCHOOL OF MEDICINE
NEW YORK
,
NY
10016
NONE
501(C)(3)
GENERAL PURPOSE
1,000
NEW YORK UNIVERSITY NEW YORK
SCHOOL OF MEDICINE
NEW YORK
,
NY
10016
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
NOBLE AND GREENOUGH SCHOOL
360 HUNTINGTON AVE
BOSTON
,
MA
02215
NONE
501(C)(3)
GENERAL PURPOSE
6,000
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE
BOSTON
,
MA
02215
NONE
501(C)(3)
GENERAL PURPOSE
4,667
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE
BOSTON
,
MA
02215
NONE
501(C)(3)
BIOLOGICAL RESEARCH
4,667
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE
BOSTON
,
MA
02215
NONE
501(C)(3)
BIOLOGICAL RESEARCH
21,500
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE
BOSTON
,
MA
02215
NONE
501(C)(3)
BIOLOGICAL RESEARCH
4,667
NORTHWESTERN UNIVERSITY CHICAGO
2300 CHILDRENS PLAZA 205
CHICAGO
,
IL
60614
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
NORTHWESTERN UNIVERSITY EVANSTON
633 CLARK ST
EVANSTON
,
IL
60208
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
NORTHWESTERN UNIVERSITY EVANSTON
633 CLARK ST
EVANSTON
,
IL
60208
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
ONE BEAD INC
30 HIGH ST
HUDSON
,
OH
44236
NONE
501(C)(3)
GENERAL PURPOSE
3,500
OREGON HEALTH SCIENCES UNIVERSITY
2525 SW 1ST AVENUE
PORTLAND
,
OR
97201
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
PALM BEACH CIVIC ASSOCIATION
139 NORTH COUNTY ROAD
PALM BEACH
,
FL
33480
NONE
501(C)(3)
GENERAL PURPOSE
1,000
PALM BEACH DAY ACADEMY
ATTN HEADMASTER 241 SEAVIEW AVENUE
PALM BEACH
,
FL
33480
NONE
501(C)(3)
GENERAL PURPOSE
1,000
PALM BEACH FIRE RESCUE
300 NORTH COUNTY ROAD
PALM BEACH
,
FL
33480
NONE
501(C)(3)
GENERAL PURPOSE
1,000
PENINSULA AMBULANCE CORPS INC
ATTN DIRECTOR PO BOX 834
BLUE HILL
,
ME
04614
NONE
501(C)(3)
GENERAL PURPOSE
1,000
PENNSYLVANIA STATE UNIVERSITY
201 OLD MAIN
UNIVERSITY PARK
,
PA
16802
NONE
GOV
BIOLOGICAL RESEARCH
75,000
PHILLIPS EXETER ACADEMY
20 MAIN ST
EXETER
,
NH
03833
NONE
501(C)(3)
GENERAL PURPOSE
1,000
PILGRIM UNITED CHURCH OF CHRIST
ATTN BETTY LOU ORCUTT 416 MIDDLE
ROAD
BRENTWOOD
,
NH
03833
NONE
501(C)(3)
GENERAL PURPOSE
2,000
PURDUE UNIVERSITY
HOVDE HALL
WEST LAFAYETTE
,
IN
47907
NONE
GOV
BIOLOGICAL RESEARCH
75,000
RUTGERS UNIVERSITY PISCATAWAY
33 KNIGHTSBRIDGE ROAD
PISCATAWAY
,
NJ
08854
NONE
GOV
BIOLOGICAL RESEARCH
75,000
SAINT EDWARDS SCHOOL
1895 ST EDWARDS DR
VERO BEACH
,
FL
32963
NONE
501(C)(3)
GENERAL PURPOSE
1,000
SAINT FRANCIS BY THE SEA EPISCOPAL CHURCH
920 SALTER PATH RD
SALTER PATH
,
NC
28575
NONE
501(C)(3)
GENERAL PURPOSE
2,000
SANDWICH FOOD PANTRY
331 COTUIT RD
SANDWICH
,
MA
02563
NONE
501(C)(3)
GENERAL PURPOSE
500
SANDWICH TOWN HALL PRESERVATION TRUST
130 MAIN ST
SANDWICH
,
MA
02563
NONE
501(C)(3)
GENERAL PURPOSE
500
SCRIPPS RESEARCH INSTITUTE CALIFOR
10550 N TORREY PINES RD
LA JOLLA
,
CA
92037
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
SCRIPPS RESEARCH INSTITUTE CALIFOR
10551 N TORREY PINES RD
LA JOLLA
,
CA
92038
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
SEACOAST FAMILY PROMISE
ATTN PATTI FREW-WATERS NETWORK
DIRECTOR PO BOX 233
STRATHAM
,
NH
03885
NONE
501(C)(3)
GENERAL PURPOSE
2,000
SELAMTA FAMILY PROJECT
PO BOX 1857
LAKE PLACID
,
FL
33862
NONE
501(C)(3)
GENERAL PURPOSE
500
SITESALIVE FOUNDATION INC
ATTN RICHARD WILSON PRESIDENT 8
SKINNERS PATH
MARBLEHEAD
,
MA
01945
NONE
501(C)(3)
GENERAL PURPOSE
1,000
SPRINGSIDE CHESTNUT HILL ACADEMY
500 W WILLOW GROVE AVE
PHILADELPHIA
,
PA
19118
NONE
501(C)(3)
GENERAL PURPOSE
2,000
ST DAVIDS EPISCOPAL CHURCH
763 SOUTH VALLEY FORGE ROAD
WAYNE
,
PA
19087
NONE
501(C)(3)
GENERAL PURPOSE
1,000
ST JOHN'S EPISCOPAL CHURCH
810 WASHINGTON AVE
LAKE WORTH
,
FL
33460
NONE
501(C)(3)
GENERAL PURPOSE
500
STANFORD UNIVERSITY
450 SERRA MALL
STANFORD
,
CA
94305
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
STATE UNIVERSITY OF NEW YORK ALBANY
353 BROADWAY
ALBANY
,
NY
12246
NONE
GOV
BIOLOGICAL RESEARCH
26,500
STATE UNIVERSITY OF NEW YORK BUFFALO
401 CROFTS HALL
BUFFALO
,
NY
14259
NONE
GOV
BIOLOGICAL RESEARCH
75,000
THE CHET AND WILL GRISWOLD SUICIDE PREVENTION
175 ANDOVER STREET SUITE 101
DANVERS
,
MA
01923
NONE
501(C)(3)
GENERAL PURPOSE
1,000
THE CHURCH OF BETHESDA-BY-THE-SEA
PO BOX 1057
PALM BEACH
,
FL
33480
NONE
501(C)(3)
GENERAL PURPOSE
500
THE GENERALS REDOUBT
PO BOX 1097
LEXINGTON
,
VA
24450
NONE
501(C)(3)
GENERAL PURPOSE
500
THE LAWRENCEVILLE SCHOOL
ATTN DEVELOPMENT DIRECTOR PO BOX
6008
LAWRENCEVILLE
,
NJ
08648
NONE
501(C)(3)
GENERAL PURPOSE
5,000
THE MARGAUX POWERS MEMORIAL
THE TAFT SCHOOL ATTN CHRISTOPHER R
110
WATERTOWN
,
CT
06795
NONE
501(C)(3)
GENERAL PURPOSE
2,500
THE PILOT SCHOOL
100 GARDEN OF EDEN ROAD TALLEYVILLE
WILMINGTON
,
DE
19803
NONE
501(C)(3)
GENERAL PURPOSE
3,000
THE TAFT SCHOOL
110 WOODBURY ROAD
WATERTOWN
,
CT
06795
NONE
501(C)(3)
GENERAL PURPOSE
500
TOP BOX FOODS
222 MERCHANDISE MART PLZ STE 202A
CHICAGO
,
IL
60654
NONE
501(C)(3)
GENERAL PURPOSE
1,000
TOWN OF PALM BEACH UNITED WAY INC
44 COCONUT ROW M201
PALM BEACH
,
FL
33480
NONE
501(C)(3)
GENERAL PURPOSE
1,000
TREE OF LIFE FOOD PANTRY
23 S ST
BLUE HILL
,
ME
04614
NONE
501(C)(3)
GENERAL PURPOSE
2,000
TRINITY-PAWLING SCHOOL
700 NY-22
PAWLING
,
NY
12564
NONE
501(C)(3)
GENERAL PURPOSE
1,000
TUCSON JEWISH COMMUNITY CENTER
ERIN SHOENBERG 3800 EAST RIVER
DRIVE
TUCSON
,
AZ
85718
NONE
501(C)(3)
GENERAL PURPOSE
500
UNIVERSITY OF CALIFORNIA IRVINE
510 ALDRICH HALL 5
IRVINE
,
CA
92617
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF CALIFORNIA RIVERSIDE
200 UNIVERSITY OFFICE BUILDING
RIVERSIDE
,
CA
92521
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVE
LA JOLLA
,
CA
92093
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
UCSF BOX 0248
SAN FRANCISCO
,
CA
94143
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
UCSF BOX 0248
SAN FRANCISCO
,
CA
94143
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF CALIFORNIA SANTA BARBARA
5221 CHEADLE HALL
SANTA BARBARA
,
CA
93106
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF CALIFORNIA LOS ANGELES
405 HILGARD AVENUE
LOS ANGELES
,
CA
90095
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF CHICAGO
6030 SOUTH ELLIS AVENUE
CHICAGO
,
IL
60637
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF CHICAGO
6030 SOUTH ELLIS AVENUE
CHICAGO
,
IL
60637
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF COLORADO BOULDER
2055 REGENT DRIVE RM 101
BOULDER
,
CO
80309
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF MASSACHUSETTS WORCESTER
55 LAKE AVENUE NORTH
WORCESTER
,
MA
01655
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF MICHIGAN
FLEMING ADMINISTRATION BUILDING
ANN ARBOR
,
MI
48109
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF MICHIGAN
FLEMING ADMINISTRATION BUILDING
ANN ARBOR
,
MI
48109
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF MICHIGAN
FLEMING ADMINISTRATION BUILDING
ANN ARBOR
,
MI
48109
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF MINNESOTA TWIN CITIES
99 CHURCH STREET
MINNEAPOLIS
,
MN
55455
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF MINNESOTA TWIN CITIES
99 CHURCH STREET
MINNEAPOLIS
,
MN
55455
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF MINNESOTA TWIN CITIES
99 CHURCH STREET
MINNEAPOLIS
,
MN
55455
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF NORTH CAROLINA CHAPEL HILL
PO BOX 309
CHAPEL HILL
,
NC
27514
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF PENNSYLVANIA
433 FRANKLIN BUILDING 3451 WALNUT
STREET
PHILADELPHIA
,
PA
19104
NONE
501(C)(3)
BIOLOGICAL RESEARCH
2,500
UNIVERSITY OF PENNSYLVANIA
433 FRANKLIN BUILDING 3451 WALNUT
STREET
PHILADELPHIA
,
PA
19104
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF PENNSYLVANIA
433 FRANKLIN BUILDING 3451 WALNUT
STREET
PHILADELPHIA
,
PA
19104
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF PENNSYLVANIA
433 FRANKLIN BUILDING 3451 WALNUT
STREET
PHILADELPHIA
,
PA
19104
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF PITTSBURGH
128 NORTH CRAIG STREET
PITTSBURGH
,
PA
15260
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF PITTSBURGH
128 NORTH CRAIG STREET
PITTSBURGH
,
PA
15260
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF PUERTO RICO
128 NORTH CRAIG STREET
PITTSBURGH
,
PA
15260
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF TEXAS AUSTIN
UNIVERSITY OF TEXAS AUSTIN
AUSTIN
,
TX
78712
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF TEXAS AUSTIN
UNIVERSITY OF TEXAS AUSTIN
AUSTIN
,
TX
78712
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF TEXAS SOUTHWESTERN
5323 HARRY HINES BLVD
DALLAS
,
TX
75390
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF TEXAS SOUTHWESTERN
5323 HARRY HINES BLVD
DALLAS
,
TX
75390
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF TEXAS SOUTHWESTERN
5323 HARRY HINES BLVD
DALLAS
,
TX
75390
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF UTAH
201 PRESIDENTS CIR
SALT LAKE CITY
,
UT
84112
NONE
GOV
BIOLOGICAL RESEARCH
75,000
UNIVERSITY OF UTAH
201 PRESIDENTS CIR
SALT LAKE CITY
,
UT
84112
NONE
GOV
BIOLOGICAL RESEARCH
75,000
US PATRIOT SAILING INC
4750 CAMP ROOSEVELT DR
CHESAPEAKE BEACH
,
MD
20732
NONE
501(C)(3)
GENERAL PURPOSE
3,000
VANDERBILT UNIVERSITY
PMB 407727 2301 VANDERBILT PLACE
NASHVILLE
,
TN
37240
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
VANDERBILT UNIVERSITY
PMB 407727 2301 VANDERBILT PLACE
NASHVILLE
,
TN
37240
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
VNA AND HOSPICE FOUNDATION
20 N WACKER DR STE 3118
CHICAGO
,
IL
60606
NONE
501(C)(3)
GENERAL PURPOSE
1,000
WASHINGTON AND LEE UNIVERSITY
ATTN DIRECTOR OF CORPORATE 204 W
WASHINGTON ST
LEXINGTON
,
VA
24450
NONE
501(C)(3)
GENERAL PURPOSE
3,000
WASHINGTON UNIVERSITY IN STLOUIS
CAMPUS BOX 1082 ONE BROOKINGS DRIVE
ST LOUIS
,
MO
63130
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
WASHINGTON UNIVERSITY IN STLOUIS
CAMPUS BOX 1082 ONE BROOKINGS DRIVE
ST LOUIS
,
MO
63130
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
WASHINGTON UNIVERSITY IN STLOUIS
CAMPUS BOX 1082 ONE BROOKINGS DRIVE
ST LOUIS
,
MO
63130
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
WASHINGTON UNIVERSITY IN STLOUIS
CAMPUS BOX 1082 ONE BROOKINGS DRIVE
ST LOUIS
,
MO
63130
NONE
501(C)(3)
BIOLOGICAL RESEARCH
75,000
WEST VIRGINIA UNIVERSITY MORGANTOWN
PO BOX 6322
MORGANTOWN
,
WV
26506
NONE
GOV
BIOLOGICAL RESEARCH
75,000
WILLIAM STURGIS FRIENDS OF EDUCATION FOUNDATION
427 MAIN ST
HYANNIS
,
MA
02601
NONE
501(C)(3)
GENERAL PURPOSE
4,000
WOODS HOLE OCEANOGRAPHIC INSTITUTE
ATTN DIRECTOR OF FENNO HOUSE MS 40
WOODS HOLE
,
MA
02543
NONE
501(C)(3)
GENERAL PURPOSE
1,000
YALE UNIVERSITY
PO BOX 208250
NEW HAVEN
,
CT
06508
NONE
501(C)(3)
BIOLOGICAL RESEARCH
21,500
Total
.................................
3a
5,302,986
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
5,863
4
Dividends and interest from securities
....
14
1,484,999
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
18
1,575
8
Gain or (loss) from sales of assets other than
inventory
............
18
3,356,460
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
4,848,897
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
4,848,897
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description