-
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
12-01-2019
, and ending
11-30-2020
Name of foundation
BERNARD WEINBERG FOUNDATION
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
95-6039709
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)
$
98,601
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
...
5,993
5,984
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
27,934
b
Gross sales price for all assets on line 6a
381,099
7
Capital gain net income (from Part IV, line 2)
...
27,934
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)
.......
858
12
Total.
Add lines 1 through 11
........
34,785
33,918
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)
.......
2,500
0
0
2,500
c
Other professional fees (attach schedule)
....
3,555
2,133
1,422
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
57
57
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)
.......
40
10
30
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
6,152
2,200
0
3,952
25
Contributions, gifts, grants paid
.......
317,125
317,125
26
Total expenses and disbursements.
Add lines 24 and 25
323,277
2,200
0
321,077
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-288,492
b
Net investment income
(if negative, enter -0-)
31,718
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
.............
14,255
21
21
2
Savings and temporary cash investments
.........
52,215
1,886
1,886
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)
.......
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)
..........
320,535
79,593
96,694
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)
387,005
81,500
98,601
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
........
387,005
81,500
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)
.....
387,005
81,500
30
Total liabilities and net assets/fund balances
(see instructions)
.
387,005
81,500
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
387,005
2
Enter amount from Part I, line 27a
.....................
2
-288,492
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
98,513
5
Decreases not included in line 2 (itemize)
5
17,013
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
81,500
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
1406. BLACKROCK LIQUIDITY FUNDS T-FUND
2019-08-15
2020-01-07
b
6355. BLACKROCK LIQUIDITY FUNDS T-FUND
2019-08-15
2020-01-15
c
733. BLACKROCK LIQUIDITY FUNDS T-FUND
2019-08-15
2020-03-12
d
213. BLACKROCK LIQUIDITY FUNDS T-FUND
2019-08-15
2020-06-26
e
579. BLACKROCK LIQUIDITY FUNDS T-FUND
2019-08-15
2020-07-06
271. BLACKROCK LIQUIDITY FUNDS T-FUND
2019-08-15
2020-07-14
582. BLACKROCK LIQUIDITY FUNDS T-FUND
2019-08-15
2020-07-14
974. BLACKROCK LIQUIDITY FUNDS T-FUND
2019-08-15
2020-08-18
1031. BLACKROCK LIQUIDITY FUNDS T-FUND
2019-08-15
2020-08-31
466. BLACKROCK LIQUIDITY FUNDS T-FUND
2019-08-15
2020-10-05
4. XTRACKERS USD HIGH YIELD
2019-01-16
2020-01-07
1. XTRACKERS USD HIGH YIELD
2019-01-16
2020-03-12
2. XTRACKERS USD HIGH YIELD
2019-01-16
2020-06-26
3. XTRACKERS USD HIGH YIELD
2019-01-16
2020-07-06
3. XTRACKERS USD HIGH YIELD
2019-01-16
2020-07-14
2. XTRACKERS USD HIGH YIELD
2019-01-16
2020-07-14
5. XTRACKERS USD HIGH YIELD
2019-01-16
2020-08-18
4. XTRACKERS USD HIGH YIELD
2019-01-16
2020-08-31
3. XTRACKERS USD HIGH YIELD
2019-01-16
2020-10-05
17. INVESCO PREFERRED ETF
2017-12-20
2020-01-07
12. INVESCO PREFERRED ETF
2017-12-20
2020-01-14
7. INVESCO PREFERRED ETF
2017-12-20
2020-03-12
13. INVESCO PREFERRED ETF
2017-12-20
2020-04-14
12. INVESCO PREFERRED ETF
2017-12-20
2020-06-26
12. INVESCO PREFERRED ETF
2017-12-20
2020-07-06
15. INVESCO PREFERRED ETF
2017-12-20
2020-07-14
6. INVESCO PREFERRED ETF
2017-12-20
2020-07-14
19. INVESCO PREFERRED ETF
2017-12-20
2020-08-18
23. INVESCO PREFERRED ETF
2017-12-20
2020-08-31
11. INVESCO PREFERRED ETF
2017-12-20
2020-10-05
9. INVESCO EMERGING MARKETS
2017-12-20
2020-01-07
7. INVESCO EMERGING MARKETS
2017-12-20
2020-04-14
15. INVESCO EMERGING MARKETS
2017-12-20
2020-06-26
11. INVESCO EMERGING MARKETS
2017-12-20
2020-07-06
10. INVESCO EMERGING MARKETS
2017-12-20
2020-07-14
6. INVESCO EMERGING MARKETS
2017-12-20
2020-07-14
1. INVESCO EMERGING MARKETS
2017-12-20
2020-08-12
12. INVESCO EMERGING MARKETS
2017-12-20
2020-08-18
2. INVESCO EMERGING MARKETS
2018-01-31
2020-08-18
14. INVESCO EMERGING MARKETS
2020-01-14
2020-08-31
4. INVESCO EMERGING MARKETS
2018-01-31
2020-08-31
8. INVESCO EMERGING MARKETS
2020-01-14
2020-10-05
8. ISHARES TIPS BOND ETF
2016-10-12
2020-01-07
4. ISHARES TIPS BOND ETF
2016-10-12
2020-01-14
5. ISHARES TIPS BOND ETF
2016-10-12
2020-03-13
9. ISHARES TIPS BOND ETF
2016-10-12
2020-03-16
3. ISHARES TIPS BOND ETF
2016-10-12
2020-03-20
3. ISHARES TIPS BOND ETF
2016-10-12
2020-06-26
3. ISHARES TIPS BOND ETF
2016-10-12
2020-07-06
4. ISHARES TIPS BOND ETF
2016-10-12
2020-07-14
2. ISHARES TIPS BOND ETF
2016-10-12
2020-07-14
7. ISHARES TIPS BOND ETF
2016-10-12
2020-08-18
7. ISHARES TIPS BOND ETF
2016-10-12
2020-08-31
3. ISHARES TIPS BOND ETF
2016-10-12
2020-10-05
12. ISHARES IBOXX $ INVT GRADE CORP BD
2018-06-21
2020-01-07
2. ISHARES IBOXX $ INVT GRADE CORP BD
2018-01-31
2020-01-07
7. ISHARES IBOXX $ INVT GRADE CORP BD
2018-06-21
2020-01-14
9. ISHARES IBOXX $ INVT GRADE CORP BD
2018-06-21
2020-03-12
9. ISHARES IBOXX $ INVT GRADE CORP BD
2018-06-21
2020-04-14
9. ISHARES IBOXX $ INVT GRADE CORP BD
2018-06-21
2020-06-26
8. ISHARES IBOXX $ INVT GRADE CORP BD
2018-06-21
2020-07-06
11. ISHARES IBOXX $ INVT GRADE CORP BD
2018-06-21
2020-07-14
4. ISHARES IBOXX $ INVT GRADE CORP BD
2018-06-21
2020-07-14
2. ISHARES IBOXX $ INVT GRADE CORP BD
2019-03-20
2020-08-18
14. ISHARES IBOXX $ INVT GRADE CORP BD
2018-06-21
2020-08-18
16. ISHARES IBOXX $ INVT GRADE CORP BD
2019-03-20
2020-08-31
7. ISHARES IBOXX $ INVT GRADE CORP BD
2019-03-20
2020-10-05
6. ISHARES 20 YEAR TREASURY BOND ETF
2020-01-14
2020-03-13
10. ISHARES 20 YEAR TREASURY BOND ETF
2020-01-14
2020-03-16
1. ISHARES 20 YEAR TREASURY BOND ETF
2020-01-14
2020-03-20
2. ISHARES 20 YEAR TREASURY BOND ETF
2020-01-14
2020-06-26
2. ISHARES 20 YEAR TREASURY BOND ETF
2020-01-14
2020-07-06
4. ISHARES 20 YEAR TREASURY BOND ETF
2020-01-14
2020-07-14
1. ISHARES 20 YEAR TREASURY BOND ETF
2020-01-14
2020-07-14
5. ISHARES 20 YEAR TREASURY BOND ETF
2020-01-14
2020-08-18
5. ISHARES 20 YEAR TREASURY BOND ETF
2020-01-14
2020-08-31
2. ISHARES 20 YEAR TREASURY BOND ETF
2020-01-14
2020-10-05
19. ISHARES IBOXX$ HIGH YIEL
2017-12-20
2020-01-14
1. ISHARES IBOXX$ HIGH YIEL
2018-01-31
2020-01-14
26. ISHARES MBS ETF
2017-12-20
2020-01-07
34. ISHARES MBS ETF
2017-12-20
2020-03-12
23. ISHARES MBS ETF
2017-12-20
2020-03-20
3. ISHARES MBS ETF
2017-12-20
2020-04-14
18. ISHARES MBS ETF
2017-12-20
2020-06-26
19. ISHARES MBS ETF
2017-12-20
2020-07-06
25. ISHARES MBS ETF
2017-12-20
2020-07-14
11. ISHARES MBS ETF
2017-12-20
2020-07-14
39. ISHARES MBS ETF
2017-12-20
2020-08-18
42. ISHARES MBS ETF
2017-12-20
2020-08-31
2. ISHARES MBS ETF
2019-06-13
2020-10-05
8. ISHARES MBS ETF
2018-06-21
2020-10-05
9. ISHARES MBS ETF
2018-01-30
2020-10-05
9. ISHARES 3-7 YR TREASURY BOND ETF
2017-12-20
2020-01-07
2. ISHARES 3-7 YR TREASURY BOND ETF
2019-06-13
2020-01-14
75. ISHARES 3-7 YR TREASURY BOND ETF
2017-12-20
2020-01-14
3. ISHARES 3-7 YR TREASURY BOND ETF
2018-06-21
2020-01-14
2. ISHARES 3-7 YR TREASURY BOND ETF
2018-01-31
2020-01-14
66. ISHARES CORE MSCI EAFE ETF
2018-01-30
2020-01-07
16. ISHARES CORE MSCI EAFE ETF
2018-01-30
2020-04-14
44. ISHARES CORE MSCI EAFE ETF
2018-01-30
2020-06-09
45. ISHARES CORE MSCI EAFE ETF
2018-01-30
2020-06-26
56. ISHARES CORE MSCI EAFE ETF
2018-01-30
2020-07-06
50. ISHARES CORE MSCI EAFE ETF
2018-01-30
2020-07-14
25. ISHARES CORE MSCI EAFE ETF
2018-01-30
2020-07-14
104. ISHARES CORE MSCI EAFE ETF
2018-01-30
2020-08-18
56. ISHARES CORE MSCI EAFE ETF
2020-01-14
2020-08-31
34. ISHARES CORE MSCI EAFE ETF
2018-03-28
2020-08-31
19. ISHARES CORE MSCI EAFE ETF
2018-01-30
2020-08-31
44. ISHARES CORE MSCI EAFE ETF
2020-01-14
2020-10-05
4. ISHARES CORE MSCI EAFE ETF
2020-03-20
2020-10-05
7. ISHARES CORE MSCI EAFE ETF
2020-03-20
2020-11-27
55. ISHARES CORE MSCI EMERGING MARKETS ETF
2017-12-20
2020-01-07
159. ISHARES CORE MSCI EMERGING MARKETS ETF
2017-12-20
2020-04-14
38. ISHARES CORE MSCI EMERGING MARKETS ETF
2018-06-21
2020-04-14
13. ISHARES CORE MSCI EMERGING MARKETS ETF
2018-03-28
2020-04-14
21. ISHARES CORE MSCI EMERGING MARKETS ETF
2019-01-16
2020-06-26
15. ISHARES CORE MSCI EMERGING MARKETS ETF
2018-06-21
2020-06-26
26. ISHARES CORE MSCI EMERGING MARKETS ETF
2019-01-16
2020-07-06
17. ISHARES CORE MSCI EMERGING MARKETS ETF
2019-01-16
2020-07-14
9. ISHARES CORE MSCI EMERGING MARKETS ETF
2019-01-16
2020-07-14
26. ISHARES CORE MSCI EMERGING MARKETS ETF
2020-01-14
2020-08-18
1. ISHARES CORE MSCI EMERGING MARKETS ETF
2019-01-16
2020-08-18
25. ISHARES CORE MSCI EMERGING MARKETS ETF
2020-01-14
2020-08-31
4. ISHARES CORE MSCI EMERGING MARKETS ETF
2020-03-20
2020-08-31
13. ISHARES CORE MSCI EMERGING MARKETS ETF
2020-03-20
2020-10-05
4. SPDR BLOOMBERG BARCLAYS
2020-03-12
2020-06-26
5. SPDR BLOOMBERG BARCLAYS
2020-03-12
2020-07-06
6. SPDR BLOOMBERG BARCLAYS
2020-03-12
2020-07-14
1. SPDR BLOOMBERG BARCLAYS
2020-03-13
2020-07-14
2. SPDR BLOOMBERG BARCLAYS
2020-03-13
2020-07-14
1. SPDR BLOOMBERG BARCLAYS
2020-03-16
2020-07-14
3. SPDR BLOOMBERG BARCLAYS
2020-03-16
2020-08-18
8. SPDR BLOOMBERG BARCLAYS
2020-03-17
2020-08-18
10. SPDR BLOOMBERG BARCLAYS
2020-03-17
2020-08-31
1. SPDR BLOOMBERG BARCLAYS
2020-03-18
2020-08-31
1. SPDR BLOOMBERG BARCLAYS
2020-04-14
2020-10-05
4. SPDR BLOOMBERG BARCLAYS
2020-03-18
2020-10-05
13. SCHWAB SHORT-TERM U.S. TREASURY ETF
2020-01-14
2020-03-12
9. SCHWAB SHORT-TERM U.S. TREASURY ETF
2020-01-14
2020-03-20
6. SCHWAB SHORT-TERM U.S. TREASURY ETF
2020-01-14
2020-06-26
7. SCHWAB SHORT-TERM U.S. TREASURY ETF
2020-01-14
2020-07-06
9. SCHWAB SHORT-TERM U.S. TREASURY ETF
2020-01-14
2020-07-14
4. SCHWAB SHORT-TERM U.S. TREASURY ETF
2020-01-14
2020-07-14
12. SCHWAB SHORT-TERM U.S. TREASURY ETF
2020-01-14
2020-08-18
16. SCHWAB SHORT-TERM U.S. TREASURY ETF
2020-01-14
2020-08-31
6. SCHWAB SHORT-TERM U.S. TREASURY ETF
2020-01-14
2020-10-05
1. VANECK VECTORS FALLEN
2020-01-14
2020-03-12
7. VANECK VECTORS FALLEN
2020-01-14
2020-04-14
6. VANECK VECTORS FALLEN
2020-01-14
2020-06-26
4. VANECK VECTORS FALLEN
2020-01-14
2020-07-06
6. VANECK VECTORS FALLEN
2020-01-14
2020-07-14
3. VANECK VECTORS FALLEN
2020-01-14
2020-08-12
15. VANECK VECTORS FALLEN
2020-01-14
2020-08-31
3. VANECK VECTORS FALLEN
2020-01-14
2020-10-05
7. VANECK VECTORS J.P
2017-12-20
2020-01-07
35. VANECK VECTORS J.P
2017-12-20
2020-01-14
28. VANGUARD INTERMEDIATE-TERM BOND ETF
2017-12-20
2020-01-07
82. VANGUARD INTERMEDIATE-TERM BOND ETF
2017-12-20
2020-01-14
65. VANGUARD INTERMEDIATE-TERM BOND ETF
2017-12-20
2020-03-12
5. VANGUARD INTERMEDIATE-TERM BOND ETF
2017-12-20
2020-03-20
10. VANGUARD INTERMEDIATE-TERM BOND ETF
2017-12-20
2020-06-26
8. VANGUARD INTERMEDIATE-TERM BOND ETF
2017-12-20
2020-07-06
12. VANGUARD INTERMEDIATE-TERM BOND ETF
2017-12-20
2020-07-14
4. VANGUARD INTERMEDIATE-TERM BOND ETF
2017-12-20
2020-07-14
18. VANGUARD INTERMEDIATE-TERM BOND ETF
2017-12-20
2020-08-18
18. VANGUARD INTERMEDIATE-TERM BOND ETF
2017-12-20
2020-08-31
8. VANGUARD INTERMEDIATE-TERM BOND ETF
2017-12-20
2020-10-05
31. VANGUARD SHORT-TERM CORPORATE BOND ETF
2019-01-16
2020-01-07
150. VANGUARD SHORT-TERM CORPORATE BOND ETF
2019-01-16
2020-01-14
14. VANGUARD SHORT-TERM CORPORATE BOND ETF
2019-01-16
2020-03-12
13. VANGUARD SHORT-TERM CORPORATE BOND ETF
2019-01-16
2020-06-26
13. VANGUARD SHORT-TERM CORPORATE BOND ETF
2019-01-16
2020-07-06
16. VANGUARD SHORT-TERM CORPORATE BOND ETF
2019-01-16
2020-07-14
8. VANGUARD SHORT-TERM CORPORATE BOND ETF
2019-01-16
2020-07-14
26. VANGUARD SHORT-TERM CORPORATE BOND ETF
2019-01-16
2020-08-18
27. VANGUARD SHORT-TERM CORPORATE BOND ETF
2019-01-16
2020-08-31
2. VANGUARD SHORT-TERM CORPORATE BOND ETF
2019-06-13
2020-10-05
11. VANGUARD SHORT-TERM CORPORATE BOND ETF
2019-01-16
2020-10-05
4. VANGUARD INTRMDIATE-TERM
2019-01-16
2020-01-07
9. VANGUARD INTRMDIATE-TERM
2019-01-16
2020-03-12
1. VANGUARD INTRMDIATE-TERM
2019-01-16
2020-04-14
9. VANGUARD INTRMDIATE-TERM
2019-01-16
2020-06-26
6. VANGUARD INTRMDIATE-TERM
2019-01-16
2020-07-06
9. VANGUARD INTRMDIATE-TERM
2019-01-16
2020-07-14
4. VANGUARD INTRMDIATE-TERM
2019-01-16
2020-07-14
10. VANGUARD INTRMDIATE-TERM
2020-01-14
2020-08-18
3. VANGUARD INTRMDIATE-TERM
2019-01-16
2020-08-18
14. VANGUARD INTRMDIATE-TERM
2020-01-14
2020-08-31
6. VANGUARD INTRMDIATE-TERM
2020-01-14
2020-10-05
10. VANGUARD SMALL CAP GROWTH ETF
2017-12-20
2020-01-07
2. VANGUARD SMALL CAP GROWTH ETF
2017-12-20
2020-04-14
4. VANGUARD SMALL CAP GROWTH ETF
2017-12-20
2020-06-26
5. VANGUARD SMALL CAP GROWTH ETF
2017-12-20
2020-06-26
4. VANGUARD SMALL CAP GROWTH ETF
2018-01-31
2020-06-26
1. VANGUARD SMALL CAP GROWTH ETF
2018-06-21
2020-07-06
5. VANGUARD SMALL CAP GROWTH ETF
2018-01-31
2020-07-06
3. VANGUARD SMALL CAP GROWTH ETF
2018-06-21
2020-07-14
2. VANGUARD SMALL CAP GROWTH ETF
2018-06-21
2020-07-14
1. VANGUARD SMALL CAP GROWTH ETF
2018-06-21
2020-08-12
7. VANGUARD SMALL CAP GROWTH ETF
2018-06-21
2020-08-18
7. VANGUARD SMALL CAP GROWTH ETF
2018-06-21
2020-08-31
3. VANGUARD SMALL CAP GROWTH ETF
2018-06-21
2020-10-05
1. VANGUARD SMALL CAP GROWTH ETF
2019-01-16
2020-11-27
9. VANGUARD SMALL CAP VALUE ETF
2017-12-20
2020-01-07
2. VANGUARD SMALL CAP VALUE ETF
2017-12-20
2020-04-14
8. VANGUARD SMALL CAP VALUE ETF
2017-12-20
2020-06-26
7. VANGUARD SMALL CAP VALUE ETF
2017-12-20
2020-07-06
4. VANGUARD SMALL CAP VALUE ETF
2017-12-20
2020-07-14
3. VANGUARD SMALL CAP VALUE ETF
2017-12-20
2020-07-14
3. VANGUARD SMALL CAP VALUE ETF
2017-12-20
2020-08-12
8. VANGUARD SMALL CAP VALUE ETF
2017-12-20
2020-08-18
1. VANGUARD SMALL CAP VALUE ETF
2019-01-16
2020-08-31
2. VANGUARD SMALL CAP VALUE ETF
2017-12-20
2020-08-31
6. VANGUARD SMALL CAP VALUE ETF
2018-01-31
2020-08-31
3. VANGUARD SMALL CAP VALUE ETF
2019-01-16
2020-10-05
1. VANGUARD SMALL CAP VALUE ETF
2020-03-20
2020-10-05
63. VANGUARD GROWTH ETF
2017-12-20
2020-01-07
45. VANGUARD GROWTH ETF
2017-12-20
2020-06-09
15. VANGUARD GROWTH ETF
2017-12-20
2020-06-26
26. VANGUARD GROWTH ETF
2017-12-20
2020-06-26
19. VANGUARD GROWTH ETF
2017-12-20
2020-07-06
28. VANGUARD GROWTH ETF
2018-03-28
2020-07-06
32. VANGUARD GROWTH ETF
2018-03-28
2020-07-14
18. VANGUARD GROWTH ETF
2018-03-28
2020-07-14
16. VANGUARD GROWTH ETF
2019-01-16
2020-08-12
15. VANGUARD GROWTH ETF
2018-03-28
2020-08-12
5. VANGUARD GROWTH ETF
2019-06-13
2020-08-18
42. VANGUARD GROWTH ETF
2019-01-16
2020-08-18
34. VANGUARD GROWTH ETF
2019-06-13
2020-08-31
20. VANGUARD GROWTH ETF
2020-01-14
2020-08-31
17. VANGUARD GROWTH ETF
2020-01-14
2020-10-05
2. VANGUARD GROWTH ETF
2020-01-14
2020-11-27
29. VANGUARD VALUE ETF
2017-12-20
2019-12-17
85. VANGUARD VALUE ETF
2017-12-20
2020-01-07
53. VANGUARD VALUE ETF
2017-12-20
2020-01-14
2. VANGUARD VALUE ETF
2017-12-20
2020-04-14
34. VANGUARD VALUE ETF
2017-12-20
2020-06-09
16. VANGUARD VALUE ETF
2017-12-20
2020-06-26
73. VANGUARD VALUE ETF
2017-12-20
2020-07-06
64. VANGUARD VALUE ETF
2017-12-20
2020-07-14
31. VANGUARD VALUE ETF
2017-12-20
2020-07-14
10. VANGUARD VALUE ETF
2017-12-20
2020-08-12
96. VANGUARD VALUE ETF
2017-12-20
2020-08-18
28. VANGUARD VALUE ETF
2019-01-16
2020-08-31
75. VANGUARD VALUE ETF
2017-12-20
2020-08-31
42. VANGUARD VALUE ETF
2019-01-16
2020-10-05
7. VANGUARD VALUE ETF
2019-01-16
2020-11-27
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
1,406
1,406
b
6,355
6,355
c
733
733
d
213
213
e
579
579
271
271
582
582
974
974
1,031
1,031
466
466
202
194
8
45
48
-3
93
97
-4
142
145
-3
141
145
-4
94
97
-3
242
242
195
194
1
145
145
257
254
3
182
180
2
92
105
-13
180
195
-15
169
180
-11
171
180
-9
213
225
-12
85
90
-5
283
284
-1
343
344
-1
164
165
-1
266
264
2
174
205
-31
400
440
-40
298
323
-25
268
293
-25
161
176
-15
28
29
-1
335
352
-17
56
58
-2
391
415
-24
112
117
-5
218
237
-19
937
923
14
469
461
8
574
577
-3
1,020
1,038
-18
342
346
-4
369
346
23
370
346
24
496
461
35
248
231
17
881
808
73
889
808
81
378
346
32
1,537
1,368
169
256
240
16
900
798
102
1,099
1,026
73
1,174
1,026
148
1,201
1,026
175
1,081
912
169
1,495
1,254
241
545
456
89
272
234
38
1,901
1,596
305
2,170
1,871
299
943
818
125
934
833
101
1,595
1,388
207
158
139
19
330
278
52
325
278
47
672
555
117
168
139
29
822
694
128
814
694
120
321
278
43
1,677
1,656
21
88
87
1
2,817
2,761
56
3,687
3,611
76
2,464
2,442
22
329
319
10
1,993
1,911
82
2,102
2,018
84
2,766
2,655
111
1,217
1,168
49
4,319
4,141
178
4,650
4,460
190
220
214
6
881
830
51
992
948
44
1,136
1,099
37
252
250
2
9,468
9,157
311
379
359
20
252
241
11
4,308
4,601
-293
836
1,115
-279
2,641
3,067
-426
2,560
3,137
-577
3,299
3,904
-605
2,922
3,485
-563
1,470
1,743
-273
6,385
7,250
-865
3,453
3,674
-221
2,096
2,223
-127
1,171
1,324
-153
2,696
2,887
-191
245
177
68
474
310
164
2,955
3,051
-96
6,810
8,820
-2,010
1,628
2,006
-378
557
743
-186
999
1,043
-44
713
792
-79
1,331
1,291
40
860
844
16
460
447
13
1,381
1,429
-48
53
50
3
1,330
1,374
-44
213
149
64
691
486
205
366
367
-1
458
458
549
550
-1
92
92
183
183
92
92
275
275
732
733
-1
915
916
-1
92
92
92
92
366
367
-1
669
657
12
464
455
9
310
303
7
361
354
7
464
455
9
206
202
4
618
606
12
825
808
17
309
303
6
26
30
-4
191
210
-19
171
180
-9
116
120
-4
174
180
-6
91
90
1
458
451
7
89
90
-1
237
251
-14
1,188
1,257
-69
2,454
2,344
110
7,191
6,864
327
5,766
5,441
325
425
419
6
929
837
92
745
670
75
1,120
1,005
115
374
335
39
1,684
1,507
177
1,686
1,507
179
745
670
75
2,514
2,428
86
12,165
11,749
416
1,106
1,097
9
1,073
1,018
55
1,074
1,018
56
1,322
1,253
69
661
627
34
2,154
2,037
117
2,243
2,115
128
166
161
5
911
862
49
366
334
32
796
752
44
91
84
7
852
752
100
572
501
71
859
752
107
382
334
48
961
917
44
288
251
37
1,349
1,284
65
575
550
25
1,999
1,611
388
328
322
6
787
644
143
975
805
170
780
667
113
204
181
23
1,022
834
188
587
543
44
397
362
35
214
181
33
1,505
1,267
238
1,533
1,267
266
664
543
121
248
162
86
1,225
1,201
24
192
267
-75
820
1,068
-248
746
934
-188
416
534
-118
315
400
-85
353
400
-47
927
1,068
-141
116
122
-6
232
267
-35
696
810
-114
347
367
-20
116
81
35
11,640
8,929
2,711
9,098
6,378
2,720
2,988
2,126
862
5,118
3,685
1,433
3,985
2,693
1,292
5,873
3,916
1,957
6,590
4,476
2,114
3,753
2,517
1,236
3,564
2,260
1,304
3,341
2,098
1,243
1,125
805
320
9,454
5,933
3,521
8,157
5,476
2,681
4,798
3,782
1,016
3,905
3,215
690
487
378
109
3,481
3,098
383
10,135
9,079
1,056
6,376
5,661
715
194
214
-20
3,686
3,632
54
1,548
1,709
-161
7,352
7,798
-446
6,442
6,836
-394
3,140
3,311
-171
1,078
1,068
10
10,225
10,254
-29
3,018
2,857
161
8,084
8,011
73
4,455
4,285
170
820
714
106
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
b
c
d
e
8
-3
-4
-3
-4
-3
1
3
2
-13
-15
-11
-9
-12
-5
-1
-1
-1
2
-31
-40
-25
-25
-15
-1
-17
-2
-24
-5
-19
14
8
-3
-18
-4
23
24
35
17
73
81
32
169
16
102
73
148
175
169
241
89
38
305
299
125
101
207
19
52
47
117
29
128
120
43
21
1
56
76
22
10
82
84
111
49
178
190
6
51
44
37
2
311
20
11
-293
-279
-426
-577
-605
-563
-273
-865
-221
-127
-153
-191
68
164
-96
-2,010
-378
-186
-44
-79
40
16
13
-48
3
-44
64
205
-1
-1
-1
-1
-1
12
9
7
7
9
4
12
17
6
-4
-19
-9
-4
-6
1
7
-1
-14
-69
110
327
325
6
92
75
115
39
177
179
75
86
416
9
55
56
69
34
117
128
5
49
32
44
7
100
71
107
48
44
37
65
25
388
6
143
170
113
23
188
44
35
33
238
266
121
86
24
-75
-248
-188
-118
-85
-47
-141
-6
-35
-114
-20
35
2,711
2,720
862
1,433
1,292
1,957
2,114
1,236
1,304
1,243
320
3,521
2,681
1,016
690
109
383
1,056
715
-20
54
-161
-446
-394
-171
10
-29
161
73
170
106
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
27,934
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
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
158,221
463,246
0.341549
2017
92,866
581,695
0.159647
2016
64,819
600,009
0.10803
2015
43,181
596,875
0.072345
2014
49,151
645,255
0.076173
2
Total
of line 1, column (d)
.....................
2
0.757744
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
0.151549
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
248,263
5
Multiply line 4 by line 3
......................
5
37,624
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
317
7
Add lines 5 and 6
........................
7
37,941
8
Enter qualifying distributions from Part XII, line 4
,.............
8
321,077
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
317
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
317
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
317
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
72
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
72
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
245
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)
CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
14
The books are in care of
BANK OF AMERICA
Telephone no.
(888) 866-3275
Located at
114 W 47TH ST NY8-114-07-07 AFT
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
No
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
THOMAS WEINBERG
SEC/CFO
1
0
3101 HADDINGTON DRIVE
LOS ANGELES
,
CA
90024
EFFIE WEINBERG
PRESIDENT
1
0
875 COMSTOCK 14E
LOS ANGELES
,
CA
90024
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
234,630
b
Average of monthly cash balances
.......................
1b
17,414
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
252,044
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
252,044
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
3,781
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
248,263
6
Minimum investment return.
Enter 5% of line 5
..................
6
12,413
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
12,413
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
317
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
317
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
12,096
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
12,096
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
12,096
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
321,077
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
321,077
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
317
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
320,760
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
12,096
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
......
35,958
b
From 2015
......
12,410
c
From 2016
......
0
d
From 2017
......
65,697
e
From 2018
......
135,199
f
Total
of lines 3a through e
........
249,264
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
321,077
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
.....
12,096
e
Remaining amount distributed out of corpus
308,981
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
558,245
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)
...
35,958
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
522,287
10
Analysis of line 9:
a
Excess from 2015
....
12,410
b
Excess from 2016
....
0
c
Excess from 2017
....
65,697
d
Excess from 2018
....
135,199
e
Excess from 2019
....
308,981
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 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
THE SHRINERS HOSPITAL FOR CHILDREN
2900 N ROCKY POINT DR
TAMP
,
FL
33607
N/A
PC
UNRESTRICTED GENERAL
600
UNION OF CONCERNED SCIENTIST INC
2 BRATTLE SQ STE 6
CAMBRIDGE
,
MA
02138
N/A
PC
UNRESTRICTED GENERAL
2,050
PARTNERS IN HEALTH CORP
800 BOYLSTON
BOSTON
,
MA
02199
N/A
PC
UNRESTRICTED GENERAL
1,000
SAVE THE CHILDREN FEDERATION INC
501 KINGS HIGHWAY
FAIRFIELD
,
CT
06825
N/A
PC
UNRESTRICTED GENERAL
6,000
AMERICARES FOUNDATION INC
88 HAMILTON AVE
STAMFORD
,
CT
06902
N/A
PC
UNRESTRICTED GENERAL
1,500
NORTH SHORE ANIMAL LEAGUE
16 LEWYT ST
PRT WASHINTON
,
NY
11050
N/A
PC
UNRESTRICTED GENERAL
200
CASTLETON RANCH HORSE RESCUE
28581 OLD RANCH DRIVE
VALLEY CENTER
,
CA
92082
N/A
PC
UNRESTRICTED GENERAL
300
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTH
NEW YORK
,
NY
10010
N/A
PC
UNRESTRICTED GENERAL
1,000
AMERICAN SOCIETY FOR PREVENTION
OF CRUELTY TO ANIMALS
424 E 92ND STREET
NEW YORK
,
NY
10128
N/A
PC
UNRESTRICTED GENERAL
28,000
AMERICAN DIABETES ASSOCIATION
225 N MICHIGAN
CHICAGO
,
IL
60603
N/A
PC
UNRESTRICTED GENERAL
1,500
AMERICAN LUNG ASSOCIATION
21 WEST 38TH ST
NEW YORK
,
NY
10018
N/A
PC
UNRESTRICTED GENERAL
200
COOPERATIVE ASSISTANCE RELIEF
EVERYWHERE (CARE)
151 ELLIS STREET NE
ATLANTA
,
GA
30303
N/A
PC
UNRESTRICTED GENERAL
1,500
UNITED STATES FUND FOR UNICEF
125 MAIDEN LANE
NEW YORK
,
NY
10038
N/A
PC
UNRESTRICTED GENERAL
1,000
AMERICAN CANCER SOCIETY INC
250 WILLIAMS ST
ATLANTA
,
GA
30303
N/A
PC
UNRESTRICTED GENERAL
3,200
NATIONAL URBAN LEAGUE
80 PINE STREET
NEW YORK
,
NY
10005
N/A
PC
UNRESTRICTED GENERAL
700
MARCH OF DIMES FOUNDATION
1275 MAMARONECK
WHITE PLAINS
,
NY
10605
N/A
PC
UNRESTRICTED GENERAL
500
PARKINSONS FOUNDATION INC
200 SE 1ST STREET
MIAMI
,
FL
33131
N/A
PC
UNRESTRICTED GENERAL
1,000
CYSTIC FIBROSIS FONDATION
4550 MONTGOMERY AVE
BETHESDA
,
MD
20814
N/A
PC
UNRESTRICTED GENERAL
400
AMERICAN PARKINSON DISEASE
135 PARKINSON AVE
STATEN ISLAND
,
NY
10305
N/A
PC
UNRESTRICTED GENERAL
1,100
HUMAN RIGHTS WATCH INC
350 FIFTH AVE
NEW YORK
,
NY
10118
N/A
PC
UNRESTRICTED GENERAL
100
SERVICES & ADVOCACY FOR LGBT ELDERS
305 SEVENTH AVENUE
NEW YORK
,
NY
10001
N/A
PC
UNRESTRICTED GENERAL
2,000
ALZHEIMERS DISEASE AND RELATED
DISORDERS ASSOC INC
790 MAPLE AVE
HARTFORD
,
CT
06114
N/A
PC
UNRESTRICTED GENERAL
9,600
MEDECINS SANS
(AKA DOCTORS WITHOUT BORDERS)
40 RECTOR ST
NEW YORK
,
NY
10006
N/A
PC
UNRESTRICTED GENERAL
2,000
SMILE TRAIN INC
633 THIRD AVE
NEW YORK
,
NY
10017
N/A
PC
UNRESTRICTED GENERAL
2,000
AMERICAN FOUNDATION FOR THE BLIND
1401 S CLARK ST
ARLINGTON
,
VA
22202
N/A
PC
UNRESTRICTED GENERAL
1,000
BOYS & GIRLS CLUB OF AMERICA
1275 PEACHTREET ST NE
ATLANTA
,
GA
30309
N/A
PC
UNRESTRICTED GENERAL
400
AMERICAN JEWISH COMMITTEE
165 E 56TH STREET
NEW YORK
,
NY
10022
N/A
PC
UNRESTRICTED GENERAL
1,000
AMERICA HEART ASSOCIATION INC
7272 GREENVILLE AVE
DALLAS
,
TX
75231
N/A
PC
UNRESTRICTED GENERAL
7,000
LEUKEMIA & LYMPHOMA SOCIETY INC
3 INTERNATIONAL DRIVE
RYE BROOK
,
NY
10573
N/A
PC
UNRESTRICTED GENERAL
2,250
FUND FOR THE ANIMALS
12526 COUNTY ROAD
MURCHISON
,
TX
75778
N/A
PC
UNRESTRICTED GENERAL
100
RED ROVER VENTURES
4835 E CACTUS RD
SCOTTSDALE
,
AZ
85254
NA
PC
UNRESTRICTED GENERAL
400
TURNING POINTE DONKEY RESCUE
216 N MEECH RD
DANSVILLE
,
MI
48819
N/A
PC
UNRESTRICTED GENERAL
200
SPEAK UP FOR HORSES
5850 HIGHWAY 17
DEMOSSVILLE
,
KY
41033
N/A
PC
UNRESTRICTED GENERAL
200
OXFAM-AMERICA INC
226 CAUSEWAY STREET
BOSTON
,
MA
02114
N/A
PC
UNRESTRICTED GENERAL
700
AMERICAN KIDNEY FUND
6110 EXECUTIVE BOULEVARD
ROCKVILLE
,
MD
20852
N/A
PC
UNRESTRICTED GENERAL
200
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON RD
KANAB
,
UT
84741
N/A
PC
UNRESTRICTED GENERAL
1,000
PROJECT ORBIS INTL INC
520 8TH AVE
NEW YORK
,
NY
10018
N/A
PC
UNRESTRICTED GENERAL
500
AMERICAN RIVERS INC
1101 14TH STREET
WASHINGTON
,
DC
20005
N/A
PC
UNRESTRICTED GENERAL
250
FRIENDS OF THE EARTH
1101 15TH STREEET NW
WASHINGTON
,
DC
20005
N/A
PC
UNRESTRICTED GENERAL
1,450
SMILING DOG FARM
6515 STATE HIGHWAY 60
WHARTON
,
TX
77488
N/A
PC
UNRESTRICTED GENERAL
500
MERCY SHIPS
PO BOX 2020
LINDALE
,
TX
75771
N/A
PC
UNRESTRICTED GENERAL
1,500
FEEDING PETS OF THE HOMELESS
400 W KING ST
CARSON CITY
,
NV
89703
N/A
PC
UNRESTRICTED GENERAL
1,300
MUTTS WITH A MISSION
PO BOX 4147
SUFFOLK
,
VA
23439
N/A
PC
UNRESTRICTED GENERAL
1,000
DREAM CATHER OF LA
50 CALIFORNIA ST
SAN FRANCISCO
,
CA
90853
N/A
PC
UNRESTRICTED GENERAL
400
MACULAR DEGENERATION ASSOC
5969 CATTLERIDGE BLVD
SARASOTA
,
FL
34232
N/A
PC
UNRESTRICTED GENERAL
1,750
FOUR PAWS INTERNATIONAL
6 BEACON STREET
BOSTON
,
MA
02108
N/A
PC
UNRESTRICTED GENERAL
150
ANIMAL RECOVERY MISSION
PO BOX 403344
MIAMI BEACH
,
FL
33140
N/A
PC
UNRESTRICTED GENERAL
600
CEDAR-SINAI HEALTHSYSTEM
8700 BEVERLY BOULEVARD
WEST HOLLYWOOD
,
CA
90048
N/A
PC
UNRESTRICTED GENERAL
20,000
INTL FUND FOR ANIMAL WELFAR
AKA IFAW
290 SUMMER STREET
YARMOUTH PORT
,
MA
02675
N/A
PC
UNRESTRICTED GENERAL
500
CONQUER CANCER FOUNDATION
2318 MILL RD STE 800
ALEXANDRIA
,
VA
22314
N/A
PC
UNRESTRICTED GENERAL
1,000
NATIONAL FDN FOR RESCUED ANIMALS
17552 FM 14
TYLER
,
TX
75706
N/A
PC
UNRESTRICTED GENERAL
400
NOAHS LOST ARK INC
8424 BEDHELL ROAD
BERLIN CENTER
,
OH
44401
N/A
PC
UNRESTRICTED GENERAL
300
NATIONAL ANTI VIVISECTION SOCIETY
53 W JACKSON BLVD
CHICAGO
,
IL
60604
N/A
PC
UNRESTRICTED GENERAL
50
CENTER FOR VICTIMS OF TORTURE
2356 UNIVERSITY AVENUE
SAINT PAUL
,
NY
55114
N/A
PC
UNRESTRICTED GENERAL
200
FEEDING AMERICA
AKA AMERICAS 2ND HARVEST THE NATIONS
35 EAST WACKER DRIVE
CHICAGO
,
IL
60640
N/A
PC
UNRESTRICTED GENERAL
2,100
ANIMAL ANGELS INC
218 SALSIPUEDES RD
CARMEL VALLEY
,
CA
93924
N/A
PC
UNRESTRICTED GENERAL
300
NATIONAL CHILDRENS CANCER SOC
500 N BROADWAY
SAINT LOUIS
,
MO
63102
N/A
PC
UNRESTRICTED GENERAL
1,400
LUPUS FOUNDATION OF AMERICA INC
2121 K ST NW
WASHINGTON
,
DC
20037
N/A
PC
UNRESTRICTED GENERAL
1,500
NAMI
3803 FAIRFAX DRIVE
ARLINGTON
,
VA
22203
N/A
PC
UNRESTRICTED GENERAL
1,000
SIDEKICK FOUNDATION
MARA ELEPHANT PROJECT
4000 W 106TH ST
CARMEL
,
IN
46032
N/A
PC
UNRESTRICTED GENERAL
250
SECOND CHANCES FOR BLIND DOGS
4335 VAN NUYS BLVD
SHERMAN OAKS
,
CA
91403
N/A
PC
UNRESTRICTED GENERAL
500
LION HABITAT RANCH
12175 BERMUDA RD
HENDERSON
,
NV
89044
N/A
PC
UNRESTRICTED GENERAL
300
ANIMAL EQUALITY
8581 SANTA MONICA BLVD
LOS ANGELES
,
CA
90069
N/A
PC
UNRESTRICTED GENERAL
1,000
SEMPER K-9 ASSISTANCE
PO BOX 451
QUANTICO
,
VA
22134
N/A
PC
UNRESTRICTED GENERAL
500
PILOTS TO THE RESCUE
931 MANHATTAN AVE
BROOKLYN
,
NY
11222
N/A
PC
UNRESTRICTED GENERAL
300
PAWS OF HONOR
6719 LOWELL AVE
BOSTON
,
MA
22101
N/A
PC
UNRESTRICTED GENERAL
300
MARINE MAMMAL CENTER
2000 BUNKER ROAD
SAUSALITO
,
CA
94965
N/A
PC
UNRESTRICTED GENERAL
800
WILD CARE INC
76 ALBERT PARK
SAN RAFAEL
,
CA
94901
N/A
PC
UNRESTRICTED GENERAL
400
BREAD FOR THE WORLD
425 3RD ST SW ST
WASHINGTON
,
DC
20024
N/A
PC
UNRESTRICTED GENERAL
200
FARM SANCTUARY
PO BOX 150
WATKINS GLEN
,
NY
14891
N/A
PC
UNRESTRICTED GENERAL
1,700
AARP FOUNDATION
601 E ST NW
WASHINGTON
,
DC
20049
N/A
PC
UNRESTRICTED GENERAL
300
AMNESTY INTERNATIONAL INC
5 PENN PLAZA
NEW YORK
,
NY
10001
N/A
PC
UNRESTRICTED GENERAL
3,000
EPILEPSY FOUNDATION
8301 PROFESSIONAL PLACE
LANDOVER
,
MD
20785
N/A
PC
UNRESTRICTED GENERAL
500
AMERICAN INST FOR CANCER RESEARCH
1560 WILSON BLVD
ARLINGTON
,
VA
22209
N/A
PC
UNRESTRICTED GENERAL
250
NO KID HUNGRY
PO BOX 75475
BALTIMORE
,
MD
21275
N/A
UNRESTRICTED GENERAL
300
DISABLED AMERICAN VETERANS
3725 ALEXNDRIA PIKE
COLD SPRINGS
,
KY
41076
N/A
PC
UNRESTRICTED GENERAL
200
ALLEY CAT RESCUE
PO BOX 96499
WASHINGTON
,
DC
20077
N/A
PC
UNRESTRICTED GENERAL
450
AMERICAN RED CROSS
431 18TH STREET
WASHINGTON
,
DC
20006
N/A
PC
UNRESTRICTED GENERAL
21,100
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRIVE
RESTON
,
VA
20190
N/A
PC
UNRESTRICTED GENERAL
300
HUMANE SOCIETY OF THE UNITED STATES
1255 23RD STREET NW
WASHINGTON
,
DC
20879
N/A
PC
UNRESTRICTED GENERAL
3,000
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE
ARLINGTON
,
VA
22203
N/A
PC
UNRESTRICTED GENERAL
1,200
PROJECT HOPE THE PEOPLE TO PEOPLE
PO BOX 250
MILLWOOD
,
VA
22646
N/A
PC
UNRESTRICTED GENERAL
300
INTERNATIONAL ANIMAL RESCUE
PO BOX 137
SHREWSBURY
,
MA
01545
N/A
PC
UNRESTRICTED GENERAL
300
MERCY FOR ANIMALS
7908 SANTA MONICA BLVD
W HOLLYWOOD
,
CA
90046
N/A
PC
UNRESTRICTED GENERAL
100
BOYS AND GIRLS CLUB OF METRO
ATLANTA
1275 PEACHTREE ST
ATLANTA
,
GA
30309
N/A
PC
UNRESTRICTED GENERAL
1,000
ARTHRITIS FOUNDATION
1355 PEACHTREE ST
ATLANTA
,
GA
30309
N/A
PC
UNRESTRICTED GENERAL
200
COMPANION ANIMAL PROTECTION SOCIETY
759 CJC HIGHWAY 332
COHASSET
,
MA
02025
N/A
PC
UNRESTRICTED GENERAL
250
RING DOG RESCUE INC
PO BOX 28632
RICHMOND
,
VA
23228
N/A
PC
UNRESTRICTED GENERAL
400
ST JUDE CHILDRENS RESEARCH HOSP
262 DANNY THOMAS PLACE
MEMPHIS
,
TN
38105
N/A
PC
UNRESTRICTED GENERAL
5,600
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVE
MONTGOMERY
,
AL
36104
N/A
PC
UNRESTRICTED GENERAL
15,000
SAVE THE CHIMPS INC
PO BOX 12220
FORT PIERCE
,
FL
34979
N/A
PC
UNRESTRICTED GENERAL
50
FEED THE CHILDREN
333 N MERIDIAN AVE
OKLAHOMA CITY
,
OK
73107
N/A
PC
UNRESTRICTED GENERAL
1,000
FRONT RANGE RESCUE
PO BOX 18111
BOULDER
,
CO
80308
N/A
PC
UNRESTRICTED GENERAL
300
SOUTHERN WINDS EQUINE RESCUE
4447 2ND ROAD
UDALL
,
KS
67146
N/A
PC
UNRESTRICTED GENERAL
200
PRIDEROCK WILDLIFE REFUGE
17194 COUNTY ROAD
TERRELL
,
TX
75161
N/A
PC
UNRESTRICTED GENERAL
500
ORPHAN ACRES INC
1183 ROTHFORK RD
VIOLA
,
ID
83872
N/A
PC
UNRESTRICTED GENERAL
500
HORSEPOWER SACTUARIES
REDWINGS HORSE RESCUE
47240 LOCKWOOD RD
LOCKWOOD
,
CA
93932
N/A
PC
UNRESTRICTED GENERAL
500
PEACEFUL DONKEY RESCUE INC
PO BOX 216
MILES
,
TX
76861
N/A
PC
UNRESTRICTED GENERAL
500
IRONDOG k-9 INTERNATIONAL
110 RIVERBEND DRIVE
MCDONOUGH
,
GA
30252
N/A
PC
UNRESTRICTED GENERAL
400
PROTECTING K9 HEROES
2690 GLENNWOOD DYER RD
LYNWOOD
,
IL
60411
N/A
PC
UNRESTRICTED GENERAL
200
POINT FOUNDAITON
6380 WILSHIRE BLVD
LOS ANGELES
,
CA
90048
N/A
PC
UNRESTRICTED GENERAL
2,600
APLA HEALTH & WELLNESS
611 SOUTH KINGSLEY DR
LOS ANGELES
,
CA
90005
N/A
PC
UNRESTRICTED GENERAL
2,000
KEEPERS OF THE WILD
13441 E HIGHWAY 66
VALENTINE
,
AZ
86437
N/A
PC
UNRESTRICTED GENERAL
2,000
HAPPY CAT INC
PO BOX 688
CORAM
,
NY
11727
N/A
PC
UNRESTRICTED GENERAL
200
PET PARTNERS
345 118TH AVE SE
BELLEVUE
,
WA
98005
N/A
PC
UNRESTRICTED GENERAL
100
HABITAT FOR HUMANITY INTL
285 PEACHTREE CTR
ATLANTA
,
GA
30303
N/A
PC
UNRESTRICTED GENERAL
400
EARTHJUSTICE
50 CALIFORNIA ST
SAN FRANCISCO
,
CA
94111
N/A
PC
UNRESTRICTED GENERAL
1,200
GLAUCOMA RESEARCH FDN
251 POST STREET
SAN FRANCISCO
,
CA
94108
N/A
PC
UNRESTRICTED GENERAL
1,000
ANIMAL LEGAL DEFENSE FUND
1004 FARNAM STREET
OMAHA
,
NE
68102
N/A
PC
UNRESTRICTED GENERAL
300
TENDERLOIN NEIGHBORHOOD DEV
201 EDDY STREET
SAN FRANCISCO
,
CA
94102
N/A
PC
UNRESTRICTED GENERAL
100
MAKE A WISH FOUNDATION
1333 BROADWAY
OAKLAND
,
CA
94612
N/A
PC
UNRESTRICTED GENERAL
400
EASTER SEALS SC
1063 MCGAW AVE
IRVINE
,
CA
92614
N/A
PC
UNRESTRICTED GENERAL
25
BORN FREE USA UNITED
1122 S STREET
SACRAMENTO
,
CA
95822
N/A
PC
UNRESTRICTED GENERAL
200
BRAILLE INSTITUE OF AMERICA INC
741 N VERMONT AVE
LOS ANGELES
,
CA
90029
N/A
PC
UNRESTRICTED GENERAL
2,000
GOODWILL INDUSTRIES
342 N SAN FERNANDO RD
LOS ANGELES
,
CA
90031
N/A
PC
UNRESTRICTED GENERAL
200
JEWISH FEDERATION COUNCIL
OF GREATER LOS ANGELES
6505 WILSHIRE BLVD
LOS ANGELES
,
CA
90048
N/A
PC
UNRESTRICTED GENERAL
10,000
VISTA DEL MAR CHILD AND FAMILY SRV
AKA MIRACLE PROJECT
3200 MOTOR AVE
LOS ANGELES
,
CA
90034
N/A
PC
UNRESTRICTED GENERAL
2,000
CHILDRENS HOSPITAL
4650 SUNSET BLVD
LOS ANGELES
,
CA
90027
N/A
PC
UNRESTRICTED GENERAL
300
JEWISH BIG BROTHER AND BIG SISTERS
11150 W OLYMPIC BLVD
LOS ANGELES
,
CA
90064
N/A
PC
UNRESTRICTED GENERAL
21,000
UNION RESCUE MISSION
545 S SAN PEDRO ST
LOS ANGELES
,
CA
90013
N/A
PC
UNRESTRICTED GENERAL
2,200
LOS ANGELES SPCA
5026 W JEFFERSON BLVD
LOS ANGELES
,
CA
90016
N/A
PC
UNRESTRICTED GENERAL
16,000
WAYFINDER FAMILY SERVICES
5300 ANGELES VISTA BLVD
VIEW PARK
,
CA
90043
N/A
PC
UNRESTRICTED GENERAL
1,000
UNITED WAY OF GREATER LA
1150 SOUTH OLIVE STREET
LOS ANGELES
,
CA
90015
N/A
PC
UNRESTRICTED GENERAL
8,000
LOS ANGELES MISSION INC
303 E 5TH STREET
LOS ANGELES
,
CA
90013
N/A
PC
UNRESTRICTED GENERAL
2,300
KOCE-TV FOUNDATION
3080 BRISTOL ST
COSTA MESA
,
CA
92626
N/A
PC
UNRESTRICTED GENERAL
1,200
CITY OF HOPE
1500 DUARTE ROAD
DUARTE
,
CA
91010
N/A
PC
UNRESTRICTED GENERAL
20,000
GAY MENS CHORUS OF LA
8380 SANTA MONICA BLVD
WEST HOLLYWOOD
,
CA
90069
N/A
PC
UNRESTRICTED GENERAL
5,000
LA JEWISH HOME FOR THE AGING
7150 TAMPA AVE
RESEDA
,
CA
91335
N/A
PC
UNRESTRICTED GENERAL
5,000
INTERNATIONAL MEDICAL CORP
12400 WILSHIRE BLVD
LOS ANGELES
,
CA
90025
N/A
PC
UNRESTRICTED GENERAL
500
PROJECT ANGEL FOOD
922 VINE STREET
LOS ANGELES
,
CA
90038
N/A
PC
UNRESTRICTED GENERAL
1,200
LANGE FOUNDATION
27567 OAK SPRINGS CANYON RD
CANYON COUNTRY
,
CA
91387
N/A
PC
UNRESTRICTED GENERAL
20,000
SPECIAL OLYMPICS SOUTHERN CA
1600 FORBES WAY
LONG BEACH
,
CA
90810
N/A
PC
UNRESTRICTED GENERAL
2,000
LIFE SAVERS INC
35700 SAND CANYON ROAD
CALIENTE
,
CA
93518
N/A
PC
UNRESTRICTED GENERAL
500
THE TREVOR PROJECT
8704 SANTA MONICA BLVD
WEST HOLLYWOOD
,
CA
90069
N/A
PC
UNRESTRICTED GENERAL
2,000
Total
.................................
3a
317,125
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
5,993
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
27,934
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
FEDERAL TAX REFUND
1
858
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
34,785
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
34,785
(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