-
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
ANN & ROBERT BENSON FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
114 W 47TH ST NY8-114-07-07 AFT
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK
,
NY
100361510
A Employer identification number
22-3696348
B
Telephone number (see instructions)
(888) 866-3275
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
922,358
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
16,498
16,498
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
99,865
b
Gross sales price for all assets on line 6a
387,683
7
Capital gain net income (from Part IV, line 2)
...
99,865
8
Net short-term capital gain
.........
0
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
116,363
116,363
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
1,500
0
0
1,500
c
Other professional fees (attach schedule)
....
7,540
4,524
3,016
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
392
392
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
52
52
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
9,484
4,916
0
4,568
25
Contributions, gifts, grants paid
.......
50,000
50,000
26
Total expenses and disbursements.
Add lines 24 and 25
59,484
4,916
0
54,568
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
56,879
b
Net investment income
(if negative, enter -0-)
111,447
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
1
34
34
2
Savings and temporary cash investments
.........
28,659
20,100
20,100
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
614,001
679,233
902,224
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
0
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)
642,661
699,367
922,358
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
642,661
699,367
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
642,661
699,367
30
Total liabilities and net assets/fund balances
(see instructions)
.
642,661
699,367
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
642,661
2
Enter amount from Part I, line 27a
.....................
2
56,879
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
699,540
5
Decreases not included in line 2 (itemize)
5
173
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
699,367
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
66. AES CORP COM
2018-09-19
2020-04-16
b
49. AES CORP COM
2018-09-20
2020-04-16
c
70. AES CORP COM
2018-09-20
2020-04-17
d
6. AES CORP COM
2018-09-20
2020-08-17
e
23. AES CORP COM
2018-09-21
2020-08-17
72. AES CORP COM
2018-09-21
2020-09-24
10. AES CORP COM
2018-09-21
2020-09-25
53. AES CORP COM
2018-09-25
2020-09-25
72. AES CORP COM
2018-09-25
2020-09-28
2. AES CORP COM
2018-10-02
2020-09-29
41. AES CORP COM
2018-09-25
2020-09-29
12. ALIBABA GROUP HOLDING LT
2019-09-05
2020-06-15
3. ALIBABA GROUP HOLDING LT
2019-09-05
2020-08-17
1. ALPHABET INC SHS CL C
2012-06-28
2020-04-01
1. ALPHABET INC SHS CL C
2012-06-29
2020-04-01
1. ALPHABET INC SHS CL C
2012-06-29
2020-08-17
2. ALPHABET INC SHS CL A
2012-06-27
2020-04-01
46. ALTRIA GROUP INC
2015-06-10
2020-08-17
13. ALTRIA GROUP INC
2015-06-11
2020-08-17
6. ALTRIA GROUP INC
2015-07-09
2020-09-01
39. ALTRIA GROUP INC
2015-06-11
2020-09-01
7. ALTRIA GROUP INC
2015-07-09
2020-09-02
1. AMAZON COM INC
2020-01-07
2020-08-17
3. ANTHEM INC
2020-01-09
2020-08-17
10. APPLE INC
2012-06-29
2019-10-29
11. APPLE INC
2012-06-29
2019-12-16
6. APPLE INC
2014-12-01
2020-01-07
3. APPLE INC
2015-11-18
2020-01-07
4. APPLE INC
2012-06-29
2020-01-07
4. APPLE INC
2015-11-18
2020-01-27
11. APPLE INC
2015-11-18
2020-07-27
7. APPLE INC
2015-11-18
2020-08-17
6. APPLE INC
2015-11-18
2020-08-18
18. APPLE INC
2015-11-18
2020-09-01
14. APPLE INC
2015-11-18
2020-09-10
5. APPLIED MATERIALS INCORPORATED
2020-07-27
2020-08-17
6. BAE SYSTEMS PLC
2019-08-15
2020-08-17
8. BAE SYSTEMS PLC
2019-08-16
2020-08-17
15. BP P L C SPONS ADR
2014-10-27
2020-08-17
2. BAXTER INTERNATIONAL INC
2017-04-13
2019-12-10
35. BAXTER INTERNATIONAL INC
2017-04-17
2019-12-10
6. BAXTER INTERNATIONAL INC
2017-05-04
2019-12-11
4. BAXTER INTERNATIONAL INC
2017-04-17
2019-12-11
14. BAXTER INTERNATIONAL INC
2017-04-18
2019-12-11
22. BAXTER INTERNATIONAL INC
2017-05-04
2019-12-20
5. BAXTER INTERNATIONAL INC
2017-05-05
2019-12-20
5. BAXTER INTERNATIONAL INC
2017-10-10
2019-12-20
15. BAXTER INTERNATIONAL INC
2017-10-10
2019-12-23
11. BAXTER INTERNATIONAL INC
2017-10-11
2019-12-23
1. BAXTER INTERNATIONAL INC
2017-10-11
2019-12-24
2. BERKSHIRE HATHAWAYINC
2020-04-24
2020-08-17
2. BIOGEN INC
2016-08-24
2019-10-22
5. BIOGEN INC
2016-08-30
2019-10-22
2. BIOGEN INC
2016-08-30
2020-08-17
3. BOOKING HLDGS INC
2020-03-24
2020-08-27
2. CDK GLOBAL INC
2019-03-26
2020-08-17
14. CDK GLOBAL INC
2019-03-27
2020-08-17
13. CDW CORP/DE
2016-02-23
2020-02-03
6. CDW CORP/DE
2016-02-24
2020-02-03
6. CDW CORP/DE
2016-02-24
2020-02-27
10. CDW CORP/DE
2016-02-25
2020-02-27
3. CDW CORP/DE
2016-02-25
2020-03-02
13. CDW CORP/DE
2016-02-26
2020-03-02
4. CDW CORP/DE
2016-02-29
2020-03-02
9. CDW CORP/DE
2016-02-29
2020-03-03
8. CHEVRON CORP
2017-01-05
2020-08-17
25. CISCO SYSTEMS INCORPORATED
2013-08-08
2020-08-17
16. CITIGROUP INC
2014-12-01
2020-06-29
3. CITIGROUP INC
2017-12-07
2020-06-29
59. CITIGROUP INC
2012-10-31
2020-06-29
16. COGNIZANT TECHNOLOGY SOLUTIONS CORP
2015-04-09
2020-08-17
48. COMCAST CORP
2012-09-24
2019-10-14
22. COMCAST CORP
2012-10-04
2020-07-22
46. COMCAST CORP
2012-09-24
2020-07-22
15. COMCAST CORP
2012-10-04
2020-08-17
3. DOWDUPONT INC
2014-12-01
2020-08-17
8. DOWDUPONT INC
2017-01-09
2020-08-17
8. DOWDUPONT INC
2017-01-10
2020-08-17
6. DOWDUPONT INC
2017-01-12
2020-08-17
8. DOWDUPONT INC
2013-10-23
2020-08-17
7. DR HORTON INC
2016-07-13
2020-03-10
47. DR HORTON INC
2016-07-14
2020-03-10
42. DR HORTON INC
2016-10-18
2020-03-10
10. DR HORTON INC
2016-10-19
2020-03-10
74. DR HORTON INC
2016-10-19
2020-03-13
3. DR HORTON INC
2016-10-20
2020-03-13
40. DR HORTON INC
2017-02-21
2020-03-13
7. DR HORTON INC
2017-03-30
2020-03-13
1. DR HORTON INC
2017-03-30
2020-03-16
30. DR HORTON INC
2017-03-30
2020-05-20
9. DR HORTON INC
2017-03-30
2020-06-29
14. DR HORTON INC
2017-03-31
2020-06-29
16. DR HORTON INC
2017-03-31
2020-06-30
1. DR HORTON INC
2018-05-16
2020-07-23
20. DR HORTON INC
2018-05-17
2020-07-23
5. DR HORTON INC
2017-03-31
2020-07-23
50. DR HORTON INC
2018-05-17
2020-07-24
1. DELTA AIR LINES INC
2017-01-11
2020-03-09
34. DELTA AIR LINES INC
2016-05-19
2020-03-09
72. DELTA AIR LINES INC
2016-02-22
2020-03-09
45. DELTA AIR LINES INC
2016-02-23
2020-03-09
76. DELTA AIR LINES INC
2017-01-11
2020-03-10
17. DELTA AIR LINES INC
2017-01-12
2020-03-10
21. DISH NETWORK CORPORATION CLASS A
2018-08-22
2019-11-07
33. DISH NETWORK CORPORATION CLASS A
2018-08-21
2019-11-07
5. DISH NETWORK CORPORATION CLASS A
2018-08-20
2019-11-07
17. DISH NETWORK CORPORATION CLASS A
2018-08-22
2020-02-04
1. DISH NETWORK CORPORATION CLASS A
2018-08-23
2020-02-04
22. DISH NETWORK CORPORATION CLASS A
2018-10-10
2020-02-05
15. DISH NETWORK CORPORATION CLASS A
2018-10-11
2020-02-05
28. DISH NETWORK CORPORATION CLASS A
2018-08-23
2020-02-05
27. DISH NETWORK CORPORATION CLASS A
2018-10-11
2020-02-06
6. DISH NETWORK CORPORATION CLASS A
2018-10-11
2020-02-10
6. DISH NETWORK CORPORATION CLASS A
2018-10-19
2020-02-10
8. DISH NETWORK CORPORATION CLASS A
2018-10-19
2020-02-11
23. DISH NETWORK CORPORATION CLASS A
2018-12-19
2020-02-11
27. DISH NETWORK CORPORATION CLASS A
2018-12-20
2020-02-11
45. DISH NETWORK CORPORATION CLASS A
2018-10-22
2020-02-11
47. DISH NETWORK CORPORATION CLASS A
2019-01-17
2020-02-12
26. DISH NETWORK CORPORATION CLASS A
2019-01-18
2020-02-12
13. DISH NETWORK CORPORATION CLASS A
2018-12-20
2020-02-12
16. DISH NETWORK CORP RIGHTS
2019-11-22
2019-12-02
. DISH NETWORK CORP RIGHTS
2019-12-03
2019-12-03
6. DOLLAR GENERAL CORP
2018-11-26
2019-12-03
9. DOLLAR GENERAL CORP
2018-11-23
2019-12-03
10. DOLLAR GENERAL CORP
2018-11-26
2020-04-13
5. DOLLAR GENERAL CORP
2018-11-26
2020-04-13
8. DOLLAR GENERAL CORP
2018-11-26
2020-04-24
2. DOLLAR GENERAL CORP
2018-11-30
2020-04-24
13. DOLLAR GENERAL CORP
2018-11-30
2020-06-05
6. DOLLAR GENERAL CORP
2018-12-07
2020-06-09
5. DOLLAR GENERAL CORP
2018-11-30
2020-06-09
11. DOLLAR GENERAL CORP
2018-12-07
2020-06-15
2. DOLLAR GENERAL CORP
2018-12-10
2020-06-15
2. DOLLAR GENERAL CORP
2018-12-10
2020-08-17
14. DOLLAR TREE INC
2019-03-06
2020-08-17
12. DUPONT DE NEMOURS INC
2017-01-13
2020-01-27
1. DUPONT DE NEMOURS INC
2019-05-15
2020-01-27
24. DUPONT DE NEMOURS INC
2019-05-15
2020-01-27
9. DUPONT DE NEMOURS INC
2017-01-17
2020-01-27
11. DUPONT DE NEMOURS INC
2019-01-17
2020-01-27
14. E*TRADE FINANCIAL CORP
2017-10-03
2020-01-29
6. E*TRADE FINANCIAL CORP
2017-10-03
2020-01-30
13. E*TRADE FINANCIAL CORP
2017-10-04
2020-01-30
10. E*TRADE FINANCIAL CORP
2017-10-04
2020-01-31
7. E*TRADE FINANCIAL CORP
2017-10-09
2020-01-31
7. E*TRADE FINANCIAL CORP
2017-10-09
2020-08-17
8. FACEBOOK INC
2020-02-04
2020-06-08
8. FACEBOOK INC
2020-02-04
2020-06-18
11. FACEBOOK INC
2020-02-04
2020-08-11
5. FACEBOOK INC
2020-02-04
2020-08-17
2. FLEETCOR TECHNOLOGIS INC
2020-07-02
2020-08-17
7. FORTIVE CORP
2017-07-14
2020-08-17
11. FOX CORP
2019-11-11
2020-08-17
55. GENERAL MOTORS CO
2020-01-15
2020-08-17
2. HUBBELL INC
2019-02-13
2020-08-17
3. HUBBELL INC
2019-02-15
2020-08-17
6. HUBBELL INC
2019-02-15
2020-09-18
4. HUBBELL INC
2019-02-19
2020-09-21
3. HUBBELL INC
2019-02-19
2020-09-22
1. HUBBELL INC
2019-02-19
2020-09-23
4. HUBBELL INC
2019-02-20
2020-09-23
10. HUMANA INC
2015-08-06
2020-01-09
9. HUMANA INC
2015-08-06
2020-01-10
8. HUMANA INC
2015-08-06
2020-03-12
1. HUMANA INC
2016-10-18
2020-03-12
8. HUMANA INC
2016-10-18
2020-03-16
8. HUMANA INC
2016-10-19
2020-03-16
10. HUMANA INC
2016-10-19
2020-03-17
7. HUMANA INC
2019-07-23
2020-03-17
4. IAA INC REG SHS WHEN
2018-05-18
2019-10-11
4. IAA INC REG SHS WHEN
2018-06-19
2019-10-11
1. IAA INC REG SHS WHEN
2018-05-21
2019-10-11
5. IAA INC REG SHS WHEN
2018-06-21
2019-10-14
4. IAA INC REG SHS WHEN
2018-06-20
2019-10-14
10. IAA INC REG SHS WHEN
2018-06-19
2019-10-14
11. IAA INC REG SHS WHEN
2019-01-17
2019-10-15
8. IAA INC REG SHS WHEN
2018-06-22
2019-10-15
9. IAA INC REG SHS WHEN
2018-06-21
2019-10-15
2. IAA INC REG SHS WHEN
2019-01-18
2019-10-16
2. IAA INC REG SHS WHEN
2019-01-17
2019-10-16
1. IAA INC REG SHS WHEN
2019-01-22
2019-10-18
10. IAA INC REG SHS WHEN
2019-01-18
2019-10-18
11. IAA INC REG SHS WHEN
2019-01-22
2019-10-21
9. IAA INC REG SHS WHEN
2019-02-28
2019-10-23
3. IAA INC REG SHS WHEN
2019-01-22
2019-10-23
4. IAA INC REG SHS WHEN
2019-02-28
2019-10-24
7. IAA INC REG SHS WHEN
2019-03-01
2019-10-24
8. IAA INC REG SHS WHEN
2019-03-01
2019-10-25
11. IAA INC REG SHS WHEN
2019-03-01
2019-10-28
4. IAA INC REG SHS WHEN
2019-03-04
2019-10-28
26. J P MORGAN CHASE & CO COM
2012-06-14
2020-02-28
21. J P MORGAN CHASE & CO COM
2012-06-14
2020-03-03
15. J P MORGAN CHASE & CO COM
2012-06-14
2020-03-09
3. J P MORGAN CHASE & CO COM
2012-06-15
2020-03-09
9. J P MORGAN CHASE & CO COM
2012-06-15
2020-08-17
23. KAR AUCTION SERVICES INC
2018-04-03
2020-01-15
18. KAR AUCTION SERVICES INC
2018-04-03
2020-01-16
18. KAR AUCTION SERVICES INC
2018-05-10
2020-01-16
21. KAR AUCTION SERVICES INC
2018-05-10
2020-01-17
8. KAR AUCTION SERVICES INC
2018-05-16
2020-01-17
8. KAR AUCTION SERVICES INC
2018-05-17
2020-01-17
7. KAR AUCTION SERVICES INC
2018-05-17
2020-01-23
8. KAR AUCTION SERVICES INC
2018-05-18
2020-01-23
7. KAR AUCTION SERVICES INC
2018-05-18
2020-01-24
14. KAR AUCTION SERVICES INC
2018-06-19
2020-01-24
4. KAR AUCTION SERVICES INC
2018-06-20
2020-01-24
1. KAR AUCTION SERVICES INC
2018-05-21
2020-01-24
14. KAR AUCTION SERVICES INC
2018-06-21
2020-01-24
4. KAR AUCTION SERVICES INC
2018-06-22
2020-01-24
13. KAR AUCTION SERVICES INC
2019-01-17
2020-01-27
12. KAR AUCTION SERVICES INC
2019-01-18
2020-01-27
4. KAR AUCTION SERVICES INC
2018-06-22
2020-01-27
13. KAR AUCTION SERVICES INC
2019-01-22
2020-01-27
2. KAR AUCTION SERVICES INC
2019-01-22
2020-01-28
12. KAR AUCTION SERVICES INC
2019-02-28
2020-01-28
25. KAR AUCTION SERVICES INC
2019-03-01
2020-01-31
1. KAR AUCTION SERVICES INC
2019-02-28
2020-01-31
1. KAR AUCTION SERVICES INC
2019-03-01
2020-02-03
4. KAR AUCTION SERVICES INC
2019-03-04
2020-02-03
42. KAR AUCTION SERVICES INC
2019-07-09
2020-02-03
20. KAR AUCTION SERVICES INC
2019-07-10
2020-02-03
7. KAR AUCTION SERVICES INC
2019-07-10
2020-02-04
15. KAR AUCTION SERVICES INC
2019-07-10
2020-02-07
1. KAR AUCTION SERVICES INC
2019-07-11
2020-02-07
45. KAR AUCTION SERVICES INC
2019-09-18
2020-02-07
11. KAR AUCTION SERVICES INC
2019-09-19
2020-02-07
34. KAR AUCTION SERVICES INC
2019-09-19
2020-02-10
7. KAR AUCTION SERVICES INC
2019-09-20
2020-02-10
2. KAR AUCTION SERVICES INC
2019-10-22
2020-02-10
26. KAR AUCTION SERVICES INC
2019-10-22
2020-02-11
3. KAR AUCTION SERVICES INC
2019-10-22
2020-02-12
28. KAR AUCTION SERVICES INC
2019-10-23
2020-02-12
2. KAR AUCTION SERVICES INC
2019-10-23
2020-02-13
15. KAR AUCTION SERVICES INC
2019-10-24
2020-02-13
.94 KONINKLIJKE PHILIPS ELECTRS N V
2020-01-27
2020-07-09
.94 KONINKLIJKE PHILIPS ELECTRS N V
2020-01-27
2020-07-09
15. KONINKLIJKE PHILIPS ELECTRS N V
2020-01-27
2020-08-17
3. LABORATORY CORP AMER HLDGS COM NEW
2014-12-24
2020-04-28
10. LABORATORY CORP AMER HLDGS COM NEW
2014-12-26
2020-04-28
7. LABORATORY CORP AMER HLDGS COM NEW
2014-12-26
2020-06-15
6. LABORATORY CORP AMER HLDGS COM NEW
2014-12-26
2020-06-16
4. LABORATORY CORP AMER HLDGS COM NEW
2014-12-26
2020-08-17
1. LABORATORY CORP AMER HLDGS COM NEW
2014-12-29
2020-08-17
19. LOWES COMPANIES INC COM
2013-06-21
2020-01-22
5. LOWES COMPANIES INC COM
2013-06-21
2020-03-16
38. LOWES COMPANIES INC COM
2013-06-21
2020-04-16
13. LOWES COMPANIES INC COM
2014-12-01
2020-08-14
1. LOWES COMPANIES INC COM
2013-06-21
2020-08-14
1. LOWES COMPANIES INC COM
2014-12-01
2020-08-17
5. LOWES COMPANIES INC COM
2017-09-18
2020-08-17
14. LOWES COMPANIES INC COM
2017-09-18
2020-08-19
154. MARATHON OIL CORP
2018-06-11
2020-03-09
50. MARATHON OIL CORP
2018-06-12
2020-03-09
120. MARATHON OIL CORP
2019-01-16
2020-03-09
209. MARATHON OIL CORP
2019-03-19
2020-03-09
21. MARATHON OIL CORP
2019-03-20
2020-03-09
16. MARATHON OIL CORP
2019-03-20
2020-03-10
29. MICROSOFT CORPORATION
2012-03-13
2020-03-06
11. MICROSOFT CORPORATION
2012-03-13
2020-04-01
9. MICROSOFT CORPORATION
2012-03-14
2020-04-01
6. MICROSOFT CORPORATION
2015-11-18
2020-04-01
6. MICROSOFT CORPORATION
2015-11-18
2020-04-16
14. MICROSOFT CORPORATION
2015-11-18
2020-04-24
10. MICROSOFT CORPORATION
2015-11-18
2020-04-28
11. MICROSOFT CORPORATION
2015-11-18
2020-07-02
15. MICROSOFT CORPORATION
2015-11-18
2020-08-17
6. MOLSON COORS BREWING CO CL B
2019-02-04
2020-05-13
6. MOLSON COORS BREWING CO CL B
2019-02-05
2020-05-13
12. MOLSON COORS BREWING CO CL B
2019-02-07
2020-05-13
21. MOLSON COORS BREWING CO CL B
2019-02-08
2020-05-13
2. MOLSON COORS BREWING CO CL B
2019-02-20
2020-05-13
5. MOLSON COORS BREWING CO CL B
2019-02-20
2020-05-14
8. MOLSON COORS BREWING CO CL B
2019-02-20
2020-05-20
4. MOLSON COORS BREWING CO CL B
2019-02-21
2020-05-20
28. MOLSON COORS BREWING CO CL B
2019-03-05
2020-05-21
13. MOLSON COORS BREWING CO CL B
2019-02-21
2020-05-21
9. MOLSON COORS BREWING CO CL B
2019-03-05
2020-05-22
23. MOLSON COORS BREWING CO CL B
2019-10-22
2020-05-22
15. MOLSON COORS BREWING CO CL B
2019-10-23
2020-05-22
4. NORFOLK SOUTHERN CORP
2017-01-12
2020-08-17
16. NOVARTIS AG ADR
2018-11-19
2020-02-06
10. NOVARTIS AG ADR
2018-11-21
2020-02-06
9. NOVARTIS AG ADR
2018-11-21
2020-02-19
3. NOVARTIS AG ADR
2018-11-23
2020-02-19
9. NOVARTIS AG ADR
2018-11-26
2020-02-19
15. NOVARTIS AG ADR
2018-11-26
2020-02-20
12. NOVARTIS AG ADR
2018-11-30
2020-02-20
14. NOVARTIS AG ADR
2019-01-08
2020-02-25
9. NOVARTIS AG ADR
2019-01-09
2020-02-25
12. NOVARTIS AG ADR
2018-11-30
2020-02-25
4. NOVO-NORDISK A S ADR
2017-10-11
2020-04-28
10. NOVO-NORDISK A S ADR
2017-10-12
2020-04-28
1. NOVO-NORDISK A S ADR
2017-10-13
2020-04-28
4. NOVO-NORDISK A S ADR
2017-10-26
2020-04-28
16. NOVO-NORDISK A S ADR
2017-10-26
2020-04-29
11. NOVO-NORDISK A S ADR
2018-01-17
2020-05-29
7. NOVO-NORDISK A S ADR
2017-10-26
2020-05-29
15. NOVO-NORDISK A S ADR
2017-10-27
2020-05-29
6. NOVO-NORDISK A S ADR
2018-01-17
2020-08-17
2. NOVO-NORDISK A S ADR
2018-01-18
2020-08-17
2. O'REILLY AUTOMOTIVE INC
2018-07-09
2020-03-16
3. O'REILLY AUTOMOTIVE INC
2018-07-09
2020-03-18
6. O'REILLY AUTOMOTIVE INC
2018-07-10
2020-03-18
1. O'REILLY AUTOMOTIVE INC
2018-07-19
2020-03-18
1. O'REILLY AUTOMOTIVE INC
2018-07-19
2020-08-17
5. OTIS WORLDWIDE CORP REG
2020-04-16
2020-08-17
2. PACKAGING CORP OF AMERICA
2013-02-25
2019-12-10
5. PACKAGING CORP OF AMERICA
2013-02-22
2019-12-10
10. PACKAGING CORP OF AMERICA
2013-02-25
2019-12-11
12. PACKAGING CORP OF AMERICA
2013-02-25
2019-12-12
1. PACKAGING CORP OF AMERICA
2013-02-25
2020-02-13
2. PACKAGING CORP OF AMERICA
2013-02-26
2020-02-13
10. PACKAGING CORP OF AMERICA
2013-02-26
2020-02-14
12. PACKAGING CORP OF AMERICA
2013-02-26
2020-02-18
10. PACKAGING CORP OF AMERICA
2013-02-27
2020-02-18
6. PACKAGING CORP OF AMERICA
2014-12-01
2020-02-19
5. PACKAGING CORP OF AMERICA
2018-06-19
2020-02-19
2. PACKAGING CORP OF AMERICA
2013-02-27
2020-02-19
2. PACKAGING CORP OF AMERICA
2019-01-02
2020-02-24
9. PACKAGING CORP OF AMERICA
2018-06-19
2020-02-24
5. PACKAGING CORP OF AMERICA
2018-06-20
2020-02-24
17. PACKAGING CORP OF AMERICA
2019-01-02
2020-02-25
1. PACKAGING CORP OF AMERICA
2019-01-03
2020-02-25
2. PACKAGING CORP OF AMERICA
2019-01-03
2020-02-26
31. PFIZER INC
2016-03-31
2020-08-17
46. PFIZER INC
2017-02-21
2020-09-10
22. PFIZER INC
2016-03-31
2020-09-10
19. QUANTA SERVICES INC
2020-03-19
2020-08-17
12. QUANTA SERVICES INC
2020-03-20
2020-08-17
5. RAYMOND JAMES FINANCIAL INC
2020-01-29
2020-08-17
37. REGIONS FINANCIAL CORP
2017-01-10
2020-01-29
49. REGIONS FINANCIAL CORP
2017-01-10
2020-01-30
24. REGIONS FINANCIAL CORP
2017-01-10
2020-01-31
21. REGIONS FINANCIAL CORP
2017-01-11
2020-01-31
2. REGIONS FINANCIAL CORP
2017-01-11
2020-02-04
77. REGIONS FINANCIAL CORP
2017-01-11
2020-02-04
35. REGIONS FINANCIAL CORP
2017-01-12
2020-02-04
92. REGIONS FINANCIAL CORP
2017-01-12
2020-02-05
22. REGIONS FINANCIAL CORP
2017-01-12
2020-02-07
58. REGIONS FINANCIAL CORP
2017-01-13
2020-02-07
64. REGIONS FINANCIAL CORP
2017-01-13
2020-02-10
28. REGIONS FINANCIAL CORP
2017-01-13
2020-02-19
4. REGIONS FINANCIAL CORP
2017-12-19
2020-02-19
120. REGIONS FINANCIAL CORP
2017-12-19
2020-02-20
13. ROBERT HALF INTERNATIONAL INC
2020-03-25
2020-08-17
9. ROSS STORES INC
2020-03-24
2020-08-17
18. SANOFI ADR
2020-02-19
2020-08-17
4. J M SMUCKER CO
2018-03-14
2019-11-11
10. J M SMUCKER CO
2018-03-13
2019-11-11
5. J M SMUCKER CO
2018-03-07
2019-11-11
1. J M SMUCKER CO
2018-03-08
2019-11-11
7. J M SMUCKER CO
2018-03-23
2019-11-12
2. J M SMUCKER CO
2018-03-14
2019-11-12
4. J M SMUCKER CO
2018-03-23
2019-11-18
6. J M SMUCKER CO
2018-03-26
2019-11-18
1. J M SMUCKER CO
2018-03-26
2019-11-19
11. J M SMUCKER CO
2018-05-16
2019-11-19
3. J M SMUCKER CO
2018-05-17
2019-11-19
5. J M SMUCKER CO
2018-05-17
2019-11-20
10. SONY CORP/AMER SHARES NEW/
2019-06-14
2019-10-14
25. SONY CORP/AMER SHARES NEW/
2019-06-14
2019-10-15
6. SONY CORP/AMER SHARES NEW/
2019-06-20
2019-11-11
1. SONY CORP/AMER SHARES NEW/
2019-06-14
2019-11-11
30. SONY CORP/AMER SHARES NEW/
2019-06-17
2019-11-11
18. SONY CORP/AMER SHARES NEW/
2019-06-18
2019-11-11
19. SONY CORP/AMER SHARES NEW/
2019-06-19
2019-11-11
11. SONY CORP/AMER SHARES NEW/
2019-06-26
2020-04-13
16. SONY CORP/AMER SHARES NEW/
2019-06-27
2020-04-13
9. SONY CORP/AMER SHARES NEW/
2019-06-27
2020-04-14
6. SONY CORP/AMER SHARES NEW/
2019-06-27
2020-04-16
10. SONY CORP/AMER SHARES NEW/
2019-07-01
2020-04-17
1. SONY CORP/AMER SHARES NEW/
2019-06-27
2020-04-17
13. SONY CORP/AMER SHARES NEW/
2019-06-28
2020-04-17
13. SONY CORP/AMER SHARES NEW/
2019-07-01
2020-04-28
2. SONY CORP/AMER SHARES NEW/
2019-07-01
2020-04-29
18. SONY CORP/AMER SHARES NEW/
2019-07-01
2020-04-29
9. SONY CORP/AMER SHARES NEW/
2019-07-01
2020-06-03
14. SONY CORP/AMER SHARES NEW/
2019-07-02
2020-06-03
17. SONY CORP/AMER SHARES NEW/
2019-07-25
2020-06-03
29. SONY CORP/AMER SHARES NEW/
2019-07-26
2020-06-03
49. TAIWAN S MANUFCTRING ADR
2018-09-07
2020-07-27
25. TAIWAN S MANUFCTRING ADR
2018-09-10
2020-08-11
16. TAIWAN S MANUFCTRING ADR
2018-09-10
2020-08-17
.28 TRUIST FINL CORP
2016-06-24
2019-12-17
46. TRUIST FINL CORP
2016-06-24
2020-03-09
31. US BANCORP DEL
2012-07-25
2020-03-03
9. US BANCORP DEL
2012-07-26
2020-03-03
10. US BANCORP DEL
2012-07-26
2020-08-17
9. UNILEVER N V-W/I (NET/USD) US9047847093
2019-08-15
2020-08-17
9. UNITEDHEALTH GROUP INC
2014-10-27
2020-01-09
8. UNITEDHEALTH GROUP INC
2014-10-27
2020-01-10
8. UNITEDHEALTH GROUP INC
2014-10-27
2020-02-06
3. UNITEDHEALTH GROUP INC
2014-10-27
2020-08-17
53. VERIZON COMMUNICATIONS INC
2019-03-29
2020-03-26
23. VERIZON COMMUNICATIONS INC
2019-04-25
2020-04-16
1. VERIZON COMMUNICATIONS INC
2019-03-29
2020-04-16
17. VERIZON COMMUNICATIONS INC
2019-04-25
2020-05-13
21. VERIZON COMMUNICATIONS INC
2019-04-30
2020-05-13
16. VERIZON COMMUNICATIONS INC
2019-05-15
2020-06-15
18. VERIZON COMMUNICATIONS INC
2019-04-30
2020-06-15
22. VERIZON COMMUNICATIONS INC
2019-05-15
2020-06-16
26. VERIZON COMMUNICATIONS INC
2019-05-16
2020-06-16
6. VERIZON COMMUNICATIONS INC
2019-05-16
2020-06-29
32. VERIZON COMMUNICATIONS INC
2019-05-20
2020-06-29
13. VERIZON COMMUNICATIONS INC
2019-05-20
2020-07-02
26. VERIZON COMMUNICATIONS INC
2019-05-30
2020-07-02
41. VERIZON COMMUNICATIONS INC
2019-06-14
2020-07-10
4. VERIZON COMMUNICATIONS INC
2019-07-22
2020-07-10
4. VERIZON COMMUNICATIONS INC
2019-05-30
2020-07-10
33. VERIZON COMMUNICATIONS INC
2019-07-22
2020-08-11
50. VERIZON COMMUNICATIONS INC
2019-07-30
2020-08-11
8. VISA INC
2020-02-13
2020-08-17
22. WALMART INC
2017-01-10
2020-02-04
19. WALMART INC
2017-01-10
2020-02-06
8. WALMART INC
2017-01-10
2020-04-13
11. WALMART INC
2017-07-26
2020-04-13
14. WALMART INC
2017-07-26
2020-04-24
6. WALMART INC
2017-08-04
2020-08-17
1. WALMART INC
2017-07-26
2020-08-17
16. WALMART INC
2017-08-04
2020-09-18
12. AXALTA COATING SYSTEMS
2020-06-08
2020-08-17
(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
804
903
-99
b
597
675
-78
c
893
964
-71
d
106
83
23
e
407
321
86
1,296
1,005
291
179
140
39
948
725
223
1,292
985
307
36
29
7
739
561
178
2,604
2,144
460
770
536
234
1,111
280
831
1,111
288
823
1,522
288
1,234
2,217
572
1,645
1,978
2,281
-303
559
634
-75
259
309
-50
1,683
1,902
-219
303
360
-57
3,192
1,901
1,291
849
922
-73
2,434
829
1,605
3,082
912
2,170
1,795
693
1,102
898
351
547
1,197
332
865
1,236
468
768
4,168
1,287
2,881
3,223
819
2,404
2,779
702
2,077
2,404
526
1,878
1,656
409
1,247
335
315
20
170
161
9
227
214
13
340
628
-288
164
107
57
2,873
1,848
1,025
496
335
161
331
211
120
1,158
739
419
1,814
1,230
584
412
280
132
412
308
104
1,262
924
338
926
682
244
84
62
22
413
371
42
570
584
-14
1,426
1,413
13
577
565
12
5,676
3,773
1,903
91
114
-23
640
802
-162
1,728
507
1,221
797
232
565
705
232
473
1,175
391
784
355
117
238
1,536
512
1,024
473
158
315
1,066
355
711
724
940
-216
1,052
657
395
799
857
-58
150
225
-75
2,945
2,197
748
1,081
1,002
79
2,171
876
1,295
937
402
535
1,960
839
1,121
653
274
379
84
74
10
223
248
-25
223
249
-26
168
189
-21
223
178
45
346
237
109
2,325
1,601
724
2,078
1,236
842
495
297
198
2,800
2,195
605
114
88
26
1,514
1,230
284
265
234
31
34
33
1
1,563
1,002
561
491
301
190
763
467
296
881
533
348
64
41
23
1,273
826
447
318
167
151
3,181
2,064
1,117
43
51
-8
1,475
1,468
7
3,125
3,492
-367
1,953
2,202
-249
3,322
3,900
-578
743
854
-111
727
738
-11
1,142
1,178
-36
173
180
-7
626
597
29
37
35
2
835
734
101
570
488
82
1,063
983
80
1,008
878
130
221
195
26
221
209
12
309
278
31
888
672
216
1,042
738
304
1,737
1,568
169
1,932
1,375
557
1,069
770
299
534
355
179
8
8
918
642
276
1,378
954
424
1,706
1,068
638
853
535
318
1,410
855
555
352
221
131
2,414
1,435
979
1,116
616
500
930
552
378
2,063
1,130
933
375
208
167
402
208
194
1,413
1,407
6
692
1,033
-341
58
67
-9
1,384
1,624
-240
519
766
-247
634
920
-286
618
620
-2
264
266
-2
573
577
-4
428
444
-16
300
310
-10
373
310
63
1,846
1,681
165
1,882
1,681
201
2,865
2,312
553
1,309
1,051
258
492
511
-19
515
452
63
281
385
-104
1,649
1,933
-284
293
234
59
439
354
85
837
709
128
536
475
61
406
356
50
133
119
14
533
480
53
3,657
1,860
1,797
3,288
1,674
1,614
2,362
1,488
874
295
174
121
2,185
1,390
795
2,185
1,398
787
2,710
1,748
962
1,897
1,974
-77
149
134
15
149
137
12
37
34
3
181
172
9
145
137
8
362
342
20
398
350
48
289
274
15
325
310
15
74
65
9
74
64
10
38
32
6
378
323
55
430
353
77
344
265
79
115
96
19
154
118
36
269
206
63
305
236
69
421
324
97
153
119
34
3,016
896
2,120
2,458
723
1,735
1,423
517
906
285
105
180
898
314
584
507
471
36
399
368
31
399
365
34
461
426
35
176
163
13
176
165
11
156
144
12
179
163
16
154
143
11
308
292
16
88
84
4
22
20
2
308
294
14
88
84
4
285
252
33
263
237
26
88
84
4
285
254
31
44
39
5
265
216
49
526
449
77
21
18
3
21
18
3
84
72
12
880
1,043
-163
419
498
-79
148
174
-26
329
374
-45
22
24
-2
988
1,167
-179
241
289
-48
738
892
-154
152
180
-28
43
51
-8
565
665
-100
67
77
-10
624
711
-87
45
51
-6
337
386
-49
45
45
45
45
784
719
65
530
323
207
1,767
1,085
682
1,191
760
431
1,038
651
387
750
434
316
187
108
79
2,322
748
1,574
395
197
198
3,521
1,496
2,025
2,007
824
1,183
154
39
115
159
63
96
793
389
404
2,217
1,089
1,128
554
3,313
-2,759
180
1,073
-893
432
1,869
-1,437
752
3,616
-2,864
76
364
-288
61
277
-216
4,627
942
3,685
1,684
357
1,327
1,378
295
1,083
919
321
598
1,052
321
731
2,422
749
1,673
1,710
535
1,175
2,283
588
1,695
3,154
802
2,352
217
395
-178
217
399
-182
433
786
-353
758
1,369
-611
72
125
-53
174
314
-140
303
502
-199
152
248
-96
1,040
1,707
-667
483
808
-325
329
549
-220
841
1,360
-519
548
888
-340
834
443
391
1,541
1,238
303
963
783
180
877
705
172
292
232
60
877
703
174
1,451
1,172
279
1,161
962
199
1,234
1,063
171
793
688
105
1,058
962
96
259
197
62
649
491
158
65
48
17
259
196
63
1,008
786
222
717
618
99
456
344
112
977
747
230
401
337
64
134
113
21
623
576
47
854
865
-11
1,707
1,723
-16
285
299
-14
470
299
171
320
225
95
223
83
140
557
209
348
1,118
417
701
1,349
501
848
100
42
58
200
83
117
991
416
575
1,183
499
684
986
419
567
592
442
150
493
585
-92
197
84
113
198
169
29
892
1,052
-160
496
582
-86
1,623
1,434
189
95
83
12
193
166
27
1,187
930
257
1,654
1,551
103
791
660
131
971
515
456
613
309
304
377
454
-77
572
540
32
755
715
40
372
350
22
326
303
23
32
29
3
1,251
1,110
141
568
501
67
1,520
1,318
202
359
315
44
945
854
91
1,040
942
98
460
412
48
66
69
-3
1,980
2,073
-93
740
529
211
871
638
233
923
917
6
417
530
-113
1,043
1,315
-272
521
645
-124
104
128
-24
733
841
-108
210
265
-55
421
480
-59
632
727
-95
104
121
-17
1,146
1,232
-86
312
334
-22
523
556
-33
579
514
65
1,449
1,286
163
366
323
43
61
51
10
1,830
1,571
259
1,098
940
158
1,159
1,002
157
658
578
80
958
836
122
552
470
82
373
314
59
640
533
107
64
52
12
832
683
149
822
693
129
129
107
22
1,162
966
196
594
483
111
924
749
175
1,121
929
192
1,913
1,590
323
4,062
2,203
1,859
1,957
1,116
841
1,288
714
574
16
9
7
1,576
1,448
128
1,439
1,037
402
418
303
115
369
337
32
525
524
1
2,649
828
1,821
2,360
736
1,624
2,325
736
1,589
963
276
687
2,820
3,134
-314
1,313
1,285
28
57
59
-2
933
950
-17
1,153
1,204
-51
900
906
-6
1,012
1,032
-20
1,251
1,245
6
1,478
1,495
-17
326
345
-19
1,740
1,890
-150
717
768
-51
1,434
1,485
-51
2,234
2,384
-150
218
222
-4
218
229
-11
1,932
1,830
102
2,927
2,835
92
1,599
1,662
-63
2,542
1,509
1,033
2,216
1,303
913
992
549
443
1,364
868
496
1,809
1,105
704
815
483
332
136
79
57
2,184
1,288
896
287
302
-15
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
-99
b
-78
c
-71
d
23
e
86
291
39
223
307
7
178
460
234
831
823
1,234
1,645
-303
-75
-50
-219
-57
1,291
-73
1,605
2,170
1,102
547
865
768
2,881
2,404
2,077
1,878
1,247
20
9
13
-288
57
1,025
161
120
419
584
132
104
338
244
22
42
-14
13
12
1,903
-23
-162
1,221
565
473
784
238
1,024
315
711
-216
395
-58
-75
748
79
1,295
535
1,121
379
10
-25
-26
-21
45
109
724
842
198
605
26
284
31
1
561
190
296
348
23
447
151
1,117
-8
7
-367
-249
-578
-111
-11
-36
-7
29
2
101
82
80
130
26
12
31
216
304
169
557
299
179
8
276
424
638
318
555
131
979
500
378
933
167
194
6
-341
-9
-240
-247
-286
-2
-2
-4
-16
-10
63
165
201
553
258
-19
63
-104
-284
59
85
128
61
50
14
53
1,797
1,614
874
121
795
787
962
-77
15
12
3
9
8
20
48
15
15
9
10
6
55
77
79
19
36
63
69
97
34
2,120
1,735
906
180
584
36
31
34
35
13
11
12
16
11
16
4
2
14
4
33
26
4
31
5
49
77
3
3
12
-163
-79
-26
-45
-2
-179
-48
-154
-28
-8
-100
-10
-87
-6
-49
65
207
682
431
387
316
79
1,574
198
2,025
1,183
115
96
404
1,128
-2,759
-893
-1,437
-2,864
-288
-216
3,685
1,327
1,083
598
731
1,673
1,175
1,695
2,352
-178
-182
-353
-611
-53
-140
-199
-96
-667
-325
-220
-519
-340
391
303
180
172
60
174
279
199
171
105
96
62
158
17
63
222
99
112
230
64
21
47
-11
-16
-14
171
95
140
348
701
848
58
117
575
684
567
150
-92
113
29
-160
-86
189
12
27
257
103
131
456
304
-77
32
40
22
23
3
141
67
202
44
91
98
48
-3
-93
211
233
6
-113
-272
-124
-24
-108
-55
-59
-95
-17
-86
-22
-33
65
163
43
10
259
158
157
80
122
82
59
107
12
149
129
22
196
111
175
192
323
1,859
841
574
7
128
402
115
32
1
1,821
1,624
1,589
687
-314
28
-2
-17
-51
-6
-20
6
-17
-19
-150
-51
-51
-150
-4
-11
102
92
-63
1,033
913
443
496
704
332
57
896
-15
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
99,865
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
43,801
834,468
0.05249
2017
34,478
853,528
0.040395
2016
33,322
719,098
0.046339
2015
33,348
664,955
0.050151
2014
28,740
687,009
0.041834
2
Total
of line 1, column (d)
.....................
2
0.231209
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
0.046242
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
869,210
5
Multiply line 4 by line 3
......................
5
40,194
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
1,114
7
Add lines 5 and 6
........................
7
41,308
8
Enter qualifying distributions from Part XII, line 4
,.............
8
54,568
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
1,114
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
1,114
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
1,114
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
840
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
840
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
274
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
0
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
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
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
14
The books are in care of
BANK OF AMERICA NA
Telephone no.
(888) 866-3275
Located at
114 WEST 47TH STREET NY8-114-07-07
NEW YORK
NY
ZIP+4
100361510
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
ANN BENSON
PRESIDENT
1
0
304 BERKSHIRE AVE
NEW MILFORD
,
NJ
07646
RYAN D BENSON
VICE PRESIDENT
1
0
215 CLINTON STREE APT 2R
HOBOKEN
,
NJ
07030
SAMANTHA A BENSON
SECRETARY
1
0
183 MONROE AVE
RIVER EDGE
,
NJ
07601
ROBERT BENSON
TREASURER
1
0
304 BERKSHIRE AVE
NEW MILFORD
,
NJ
07646
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
857,300
b
Average of monthly cash balances
.......................
1b
25,147
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
882,447
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
882,447
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
13,237
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
869,210
6
Minimum investment return.
Enter 5% of line 5
..................
6
43,461
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
43,461
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
1,114
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
1,114
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
42,347
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
42,347
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
42,347
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
54,568
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
54,568
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
1,114
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
53,454
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
42,347
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
32,226
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
0
b
From 2015
......
0
c
From 2016
......
0
d
From 2017
......
0
e
From 2018
......
0
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
54,568
a
Applied to 2018, but not more than line 2a
32,226
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
.....
22,342
e
Remaining amount distributed out of corpus
0
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
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 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
..........
20,005
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
......
0
10
Analysis of line 9:
a
Excess from 2015
....
0
b
Excess from 2016
....
0
c
Excess from 2017
....
0
d
Excess from 2018
....
0
e
Excess from 2019
....
0
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).)
ROBERT D BENSON
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 email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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
FEEDING PETS OF THE HOMELESS
400 W KING STREET
CARSON CITY
,
NV
89703
N/A
PC
UNRESTRICTED GENERAL
5,000
RESPONSIBILITY
PO BOX 431199
SAN YSIDRO
,
CA
92143
N/A
PC
UNRESTRICTED GENERAL
25,000
FAMILY PROMISE INC
71 SUMMIT AVE
SUMMIT
,
NJ
07901
N/A
PC
UNRESTRICTED GENERAL
10,000
CANINE COMPANIONS FOR
INDEPENDENCE
PO BOX 46
SANTA ROSA
,
CA
95402
N/A
PC
UNRESTRICTED GENERAL
10,000
Total
.................................
3a
50,000
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
16,498
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
99,865
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)
..
116,363
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
116,363
(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