Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
S & R Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)1623 28th Street NW
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Washington, DC20007
A Employer identification number

52-2284478
B Telephone number (see instructions)

(202) 298-6007
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$43,610,139J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 21,050
2 Check bullet.............
3 Interest on savings and temporary cash investments 11,000 11,000 11,000
4 Dividends and interest from securities... 405,358 405,358 405,358
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 257,363
b Gross sales price for all assets on line 6a 5,157,999
7 Capital gain net income (from Part IV, line 2)... 291,748
8 Net short-term capital gain......... 24,992
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 159 0 159
12 Total. Add lines 1 through 11........ 694,930 708,106 441,509
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 61,162 0 0 61,162
15 Pension plans, employee benefits....... 17,322 0 0 17,322
16a Legal fees (attach schedule)......... Click to see attachment 5,928 0 0 5,928
b Accounting fees (attach schedule)....... Click to see attachment 29,943 14,972 0 14,971
c Other professional fees (attach schedule).... Click to see attachment 171,878 75,738 0 96,140
17 Interest............... 3,769 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,275 18,275 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 327,007 0 327,007
20 Occupancy.............. 26,988 0 0 26,988
21 Travel, conferences, and meetings....... 58,851 0 0 58,851
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 116,301 0 0 116,153
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 837,424 108,985 327,007 397,515
25 Contributions, gifts, grants paid....... 278,119 278,119
26 Total expenses and disbursements. Add lines 24 and 25 1,115,543 108,985 327,007 675,634
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -420,613
b Net investment income (if negative, enter -0-) 599,121
c Adjusted net income (if negative, enter -0-)... 114,502
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 968,568 255,975 255,975
2 Savings and temporary cash investments......... 5,570 5,572 5,572
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet459,583
Less: allowance for doubtful accounts bullet0 448,583 459,583 459,583
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 5,950    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 10,655,981 Click to see attachment12,394,207 12,394,207
c Investments—corporate bonds (attach schedule)....... 8,093,566 Click to see attachment8,225,008 8,225,008
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 420,311 Click to see attachment429,645 429,645
14 Land, buildings, and equipment: basis bullet23,198,832
Less: accumulated depreciation (attach schedule) bullet1,360,885 21,947,326 Click to see attachment21,837,947 21,837,947
15 Other assets (describe bullet) Click to see attachment11,261 Click to see attachment2,202 Click to see attachment2,202
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 42,557,116 43,610,139 43,610,139
Liabilities 17 Accounts payable and accrued expenses.......... 34,443 7,133
18 Grants payable................. 382,579 214,720
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment420,225
23 Total liabilities (add lines 17 through 22)......... 417,022 642,078
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 42,140,094 42,968,061
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 42,140,094 42,968,061
30 Total liabilities and net assets/fund balances (see instructions). 42,557,116 43,610,139
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
42,140,094
2
Enter amount from Part I, line 27a .....................
2
-420,613
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,248,580
4
Add lines 1, 2, and 3 ..........................
4
42,968,061
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
42,968,061
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Goldman Sachs      
b Goldman Sachs      
c JP Morgan      
d JP Morgan      
e Capital Gains Dividends P    
(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 212,706   238,816 -26,110
b 2,124,074   1,909,611 214,463
c 860,722   809,620 51,102
d 1,883,462   1,908,204 -24,742
e 77,035     77,035
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       -26,110
b       214,463
c       51,102
d       -24,742
e       77,035
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 291,748
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 24,992
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 8,328
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,328
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 8,328
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 18,040
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,040
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 9,712
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet9,712 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC, MD, NY, VA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletsandrfoundation.org
    14
    The books are in care ofbulletThe Foundation Telephone no.bullet (202) 298-6007

    Located atbullet1623 28th Street NWWashingtonDC ZIP+4bullet20007
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Sachiko Kuno President
    40.00     		0 0 10,490
    1623 28th St NW
    Washington,DC20007
    Marianne F Chaconas Vice President
    5.00     		0 0 0
    1623 28th St NW
    Washington,DC20006
    Douglas W Charnas Secretary/Treasurer
    6.00     		0 0 0
    2001 K Street NW Suite 400
    Washington,DC20007
    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
    Molly Turner Program Director
    40.00     		63,798 1,805 0
    1623 28th Street NW
    Washington,DC20007
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 Social impact programs to develop young artists and musicians. 498,636
    2 Financial support for individuals and institutions to develop young artists and musicians. 318,140
    3 Holding concerts and engaging in special projects to promote and develop young artists and musicians. 22,089
    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 Renovation of Fillmore School facilities and purchase of furniture & equipment to support our mission. 252,013
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet252,013
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    18,690,904
    b
    Average of monthly cash balances.......................
    1b
    497,483
    c
    Fair market value of all other assets (see instructions)................
    1c
    22,714,077
    d
    Total (add lines 1a, b, and c).........................
    1d
    41,902,464
    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
    41,902,464
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    628,537
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    41,273,927
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,063,696
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    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
    675,634
    b
    Program-related investments—total from Part IX-B..................
    1b
    252,013
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    927,647
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    927,647
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		 
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
    114,502 2,138,890 332,183 281,835 2,867,410
    b 85% of line 2a ......... 97,327 1,818,057 282,356 239,560 2,437,299
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		927,647 1,954,677 2,408,084 6,976,711 12,267,119
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		927,647 1,954,677 2,408,084 6,976,711 12,267,119
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		1,375,797 1,425,927 696,651 729,471 4,227,846
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Sachiko Kuno
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Dr Sachiko Kuno
    1623 28th Street NW
    Washington,DC20007
    (202) 298-6007
    i.johnson@skimpactfund.com
    bThe form in which applications should be submitted and information and materials they should include:
    Entry must be submitted in writing. The form is available through a link on the Foundation's website and should include: the entrant's biography and picture essay of 250-500 words detailing how the awardee would advance the mission of the Foundation; sample photograph or recording of the entrant's work; and two references from recognized authorities or professionals in the entrant's discipline.
    cAny submission deadlines:
    The deadline varies each year. Applications for the 2021 award were due on August 3, 2020.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Entrants must be at least 18 years old and not enrolled or finishing work in a degree-granting program, and must not have received an advanced level of recognition for their work.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Willi Singleton
    843 Hawk Mountain Road
    Kempton,PA19529     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,000
    Junichi Fukuda
    421 Dennett Street
    Portsmouth,NH03801     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 17,120
    Jorge Manes Rubio
    Bankastraat 15-4
    Amsterdam    
    NL     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 11,840
    Bohyun Yoon
    2101 Stuart Ave
    Richmond,VA23220     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 6,700
    Luosha Fang
    1927 Rodman Street
    Philadelphia,PA19146     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 12,300
    Stephanie Woods
    4225 Maureen Drive
    Charlotte,NC28205     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 1,840
    Janae Williams
    220 Charles Street
    Fredericksburg,VA22401     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Erzhan Kulibaev
    Urbanizacin Los Valles 17 3b
    Madrid   28400
    SP     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Alexander Braden
    1319 Shepherd Street NE
    Washington,DC20017     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Shizuo Kuwahara
    4901 West Bloomfield Lake Road
    West Bloomfield,MI48323     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Eishin Nose
    1360 Port Washington Blvd
    Port Washington,NY11050     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Karen Ouzounian
    527 W 157th St Apt 2D
    New York,NY10032     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Roie Avidan
    29 Chapel Street Unit 101
    Portsmouth,NH03801     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Sajid Khan
    House 63-J
    Lahore   54000
    PK     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,024
    Michael Mizrahi
    1124 W Prospect Ave
    Appleton,WI54914     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Yukiko Sekino
    117 Virginia Rd
    Waltham,MA02453     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Eric Moe
    1932 9th Street NW 203
    Washington,DC20001     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Molly Joyce
    1724 34th Street NW
    Washington,DC20007     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Takehiro Ueyama
    470 West 62nd Street Apt 3B
    New York,NY10069     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Mengxi Rao
    340 Orange Street
    New Haven,CT06511     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Sara Daneshpour
    230 Riverside Drive Apt 10g
    New York,NY10025     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Sobia Ahmad
    1726 34th Street NW
    Washington,DC20007     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Georgianna Tsouhlarakis
    4916 Dakota Blvd
    Boulder,CO80906     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Monica Jahan Bose
    2017 Belmont Rd NW
    Washington,DC20009     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Tarik O'Meally
    2801 Upshur Street
    Mount Rainier,MD20712     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Carl Walker
    1412 Eastern Avenue NE
    Washington,DC20019     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Kelli Adams
    212 Raintree Road
    Danville,VA24540     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Jessica Mehta
    1181 NW Jackson Street
    Hillsboro,OR97124     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Victoria Manganiello
    13 Sammis Street
    Rowayton,CT06853     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 1,380
    Jonathan Wintringham
    2474 Kennedy Blvd 3C
    Jersey City,NJ07304     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 1,380
    Margaret Finnegan
    2 Marchant Rd
    Winchester,MA01890     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 1,380
    Rachel Schmidt
    8514 Manchester Road
    Silver Spring,MD20901     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 910
    Naoko Sharp
    6710 Varna Ave
    Van Nuys,CA91401     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 1,380
    Ada Pinkston
    503 Orkney Road
    Baltimore,MD21212     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 1,380
    Beth Ferraro
    57 N Street NW 123
    Washington,DC20001     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 1,380
    Tamas Krizsa
    3140 Wisconsin Ave NW 715
    Washington,DC20016     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 1,615
    Antonius-Tin Bui
    19 Woodland Street FL 3
    New Haven,CT06511     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 1,840
    Daniel Lembit Beecher
    527 West 157th St Apt 2D
    New York,NY10032     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 1,840
    Chloe Bensahel
    1310 U Street Apt 201
    Washington,DC20009     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 1,840
    Jonathan Rosen
    65 2nd Avenue Apt 3E
    New York,NY10003     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 1,840
    Martha Jackson Jarvis
    1215 Lawrence Street NE
    Washington,DC20017     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 1,840
    Lauren Edson
    3522 W Windsor Dr
    Boise,ID83705     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 1,840
    Victor Ekpuk
    2509 Appian Ct
    Alexandria,VA22306     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 1,615
    Koji Nakano
    35 Northampton Street 2401
    Boston,MA02118     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Unchained Stores LLC
    1869 Mintwood Place NW 21
    Washington,DC20009     		  NC To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Tsedaye Makonnen
    3305 8th Street NE 303
    Washington,DC20017     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Stephen Hayes
    2 Gasper Court
    Durham,NC27713     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Hoesy Corona
    109 North MLK Jr Blvd East 211A
    Tulsa,OK74103     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Stephanie Greene
    1425 T Street NW Apt 502
    Washington,DC20009     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Edutainment Unlimited LLC
    616 Gallatin St NW
    Washington,DC20011     		  NC To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 1,615
    Yoshie Ueno
    2-1-8-1001 Azabujuban
    Tokyo   106-0045
    JA     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 2,300
    Tamar Krishnamurti
    930 Heberton Street
    Pittsburgh,PA15206     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 100,000
    Greater Washington Community Foundation
    1325 G St NW 480
    Washington,DC20005     		  PC To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 20,000
    Daniel Lembit Beecher
    527 W 157th St Apt 2D
    New York,NY10032     		  I To recognize talented artists in the fields of, music, dance and visual arts especially those who contribute to international cultural collaboration. 14,820
    Total .................................bullet 3a 278,119
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 11,000  
    4 Dividends and interest from securities....     14 405,358  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 257,363  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOther income     		        159
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 673,721 159
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    673,880
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11a Incidental revenue earned in the course of operating the Foundation's musical program.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


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


    Software ID:  
    Software Version:  


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

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

    52-2284478
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    S & R Foundation
          		Employer identification number
    52-2284478
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Sachiko Kuno
    2001 L Street NW Suite 750
     
    Washington, DC20036

    		$ 17,500


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    52-2284478
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    S & R Foundation
          		Employer identification number

    52-2284478
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    S & R Foundation
    EIN:
    52-2284478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 29,943 14,972 0 14,971

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

    TY 2020 DepreciationSchedule
    Name:
    S & R Foundation
    EIN:
    52-2284478
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    WEBSITE 2011-09-16 28,800 28,800 SL 3.000000000000 0 0 0  
    LIGHTING 2010-03-12 5,088 5,088 SL 3.000000000000 0 0 0  
    COMPUTER FOR KATE 2013-06-13 1,858 1,858 SL 5.000000000000 0 0 0  
    COMPUTER FOR MAKI AND LEO 2013-06-13 3,714 3,714 SL 5.000000000000 0 0 0  
    LAPTOP FOR KANAKO SAEKI 2011-07-13 1,772 1,475 SL 5.000000000000 0 0 0  
    COMPUTER SHOWCASE 2012-10-13 1,693 1,384 SL 5.000000000000 0 0 0  
    MICROPHONE 2007-09-13 1,336 1,202 SL 5.000000000000 0 0 0  
    OFFICE FURNITURE 2014-06-18 84,460 66,363 SL 7.000000000000 12,066 0 12,066  
    FURNITURE FOR UPSTAIRS OFFICES 2003-06-15 12,683 5,134 SL 7.000000000000 0 0 0  
    DESK FOR KYOTO UNIVERSITY INTERNS 2015-07-22 448 283 SL 7.000000000000 64 0 64  
    FILLMORE BUILDING 2006-09-15 4,524,372 531,712 SL 39.000000000000 116,010 0 116,010  
    FILLMORE_CARPET 2009-08-15 3,800 598 SL 27.500000000000 138 0 138  
    FILLMORE LAND 2006-09-15 12,001,208   L   0 0 0  
    TECH_COMPUTERS 2010-09-15 500 376 SL 3.000000000000 0 0 0  
    TECH_FURNITURE 2010-09-15 7,295 2,345 SL 7.000000000000 0 0 0  
    RETAINER FOR ENGINEERING & SURVEY SERVICES AT FILLMORE 2001-01-17 3,368 366 SL 27.500000000000 122 0 122  
    PROFESSIONAL SERVICES FOR JUNE 2001-01-17 21,314 2,325 SL 27.500000000000 775 0 775  
    INITIAL PAYMENT AS PER PROPOSAL NO 16059-030 2001-01-17 5,000 546 SL 27.500000000000 182 0 182  
    FILLMORE PROJECT 2001-01-17 54,501 5,946 SL 27.500000000000 1,982 0 1,982  
    GEOTECHNICAL ENGINEERING 2001-01-17 4,000 435 SL 27.500000000000 145 0 145  
    BOUNDARY/ TOPOGRAPHIC/ TREE/ UTILITY SURVEYS 2001-01-17 8,956 978 SL 27.500000000000 326 0 326  
    FILLMORE RENOVATION - AUGUST 2001-01-17 22,558 2,460 SL 27.500000000000 820 0 820  
    GEOTECHNICAL ENGINEERING INVESTIGATION 2001-01-17 13,681 1,491 SL 27.500000000000 497 0 497  
    LANDSCAPE DESIGN FOR FILLMORE 2001-01-17 15,483 1,689 SL 27.500000000000 563 0 563  
    LANDSCAPE DESIGN FOR FILLMORE 2001-01-17 4,652 507 SL 27.500000000000 169 0 169  
    SCHEMATIC DESIGN 2001-01-17 18,897 2,061 SL 27.500000000000 687 0 687  
    ARCHITECT SERVICES FOR SEPTEMBER 2001-01-17 60,071 6,552 SL 27.500000000000 2,184 0 2,184  
    FILLMORE PERMIT PROCESSING 2001-01-17 1,363 150 SL 27.500000000000 50 0 50  
    LANDSCAPE ARCHITECT SERVICE 2001-01-17 17,770 1,938 SL 27.500000000000 646 0 646  
    GEOTECHNICAL ENGENEERING INVESTIGATION 2001-01-17 176 18 SL 27.500000000000 6 0 6  
    ARCHITECT FEES FOR OCTOBER 2001-01-17 29,225 3,189 SL 27.500000000000 1,063 0 1,063  
    DESIGNI DEVELOPMENT 2001-01-17 5,305 579 SL 27.500000000000 193 0 193  
    SERVICES AS PER NOVE 27 2016 2001-01-17 23,708 2,586 SL 27.500000000000 862 0 862  
    DESIGN DEVELOPMENT 2001-01-17 2,126 231 SL 27.500000000000 77 0 77  
    ARCHITECT FEES FOR DECEMBER 2001-01-17 92,772 10,122 SL 27.500000000000 3,374 0 3,374  
    STEINWAY B GRAND PIANO - SERIAL #532750 2004-05-16 52,900 18,515 SL 5.000000000000 0 0 0  
    COMPUTER FOR EA 2016-02-25 1,799 1,380 SL 5.000000000000 360 0 360  
    COMPUTER FOR INCUBATOR 2016-08-21 2,380 1,587 SL 5.000000000000 476 0 476  
    COMPUTER FOR ALEX 2009-07-16 1,884 503 SL 5.000000000000 0 0 0  
    FRIDGE AND MICROWAVE 2016-06-13 666 477 SL 5.000000000000 133 0 133  
    LAPTOPS 2017-01-20 4,407 2,570 SL 5.000000000000 881 0 881  
    COMPUTER FOR MOLLY 2017-02-28 2,155 1,221 SL 5.000000000000 431 0 431  
    COMPUTER FOR NICOLE 2005-05-17 1,565 209 SL 5.000000000000 0 0 0  
    LAPTOP FOR DALE 2004-06-17 2,093 314 SL 5.000000000000 0 0 0  
    EVENT EQUIPMENT - GLASSWARE 2002-03-17 2,972 545 SL 5.000000000000 0 0 0  
    EVENT EQUIPMENT - TABLES 2002-03-17 3,077 564 SL 5.000000000000 0 0 0  
    EVENT EQUIPMENT - DISHWASHER 2002-03-17 3,169 581 SL 5.000000000000 0 0 0  
    EVENT EQUIPMENT - REFRIGERATOR 2002-03-17 1,299 238 SL 5.000000000000 0 0 0  
    EVENT EQUIPMENT - TABLECLOTHS 2002-03-17 1,249 229 SL 5.000000000000 0 0 0  
    EVENT EQUIPMENT - DISHWASHER RACKS 2002-03-17 592 109 SL 5.000000000000 0 0 0  
    EVENT EQUIPMENT - MUSIC STAND 2017-04-22 256 136 SL 5.000000000000 51 0 51  
    INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM IN DANCE 2010-09-17 20,878 1,204 SL 39.000000000000 535 0 535  
    2ND PAYMENT-INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM 2017-10-31 20,878 1,159 SL 39.000000000000 535 0 535  
    ARCHITECT FEES FOR JANUARY 2002-02-17 58,373 4,366 SL 39.000000000000 1,497 0 1,497  
    DESIGN DEVELOPMENT 2017-01-15 1,383 105 SL 39.000000000000 35 0 35  
    TRANSPORTATION PLANNERS AND ENGINEERING FOR FILLMORE 2017-03-16 8,510 600 SL 39.000000000000 218 0 218  
    DEPOSIT TO ORDER WINDOWS 2003-08-17 150,000 10,897 SL 39.000000000000 3,846 0 3,846  
    FILLMORE RENOVATION 2003-08-17 225,000 16,346 SL 39.000000000000 5,769 0 5,769  
    FILLMORE RENOVATION 2004-07-17 265,563 18,725 SL 39.000000000000 6,809 0 6,809  
    FILLMORE RENOVATION 2017-04-30 288,409 19,720 SL 39.000000000000 7,395 0 7,395  
    FILLMORE RENOVATION 2017-06-30 375,430 24,065 SL 39.000000000000 9,626 0 9,626  
    FILLMORE RENOVATION 2017-05-31 251,078 16,631 SL 39.000000000000 6,438 0 6,438  
    FILLMORE RENOVATION 2017-06-30 405,555 25,997 SL 39.000000000000 10,399 0 10,399  
    FILLMORE RENOVATION 2017-08-31 426,403 25,510 SL 39.000000000000 10,933 0 10,933  
    FILLMORE RENOVATION 2017-09-30 558,848 32,240 SL 39.000000000000 14,329 0 14,329  
    FILLMORE RENOVATION 2017-10-31 415,110 23,062 SL 39.000000000000 10,644 0 10,644  
    FILLMORE RENOVATION 2017-11-30 96,842 5,173 SL 39.000000000000 2,483 0 2,483  
    FOUNDATION DESIGN SUPPORT AT FILLMORE 2017-01-30 235 18 SL 39.000000000000 6 0 6  
    PROJECT START-UP 2017-01-31 2,500 187 SL 39.000000000000 64 0 64  
    FILLMORE RENOVATION 2003-08-17 51,355 3,731 SL 39.000000000000 1,317 0 1,317  
    FILLMORE RENOVATION 2017-03-31 33,807 2,384 SL 39.000000000000 867 0 867  
    FILLMORE RENOVATION 2017-04-30 48,187 3,296 SL 39.000000000000 1,236 0 1,236  
    FILLMORE RENOVATION 2017-05-31 75,926 5,030 SL 39.000000000000 1,947 0 1,947  
    FILLMORE RENOVATION 2017-06-30 50,123 3,213 SL 39.000000000000 1,285 0 1,285  
    FILLMORE RENOVATION 2017-07-31 46,318 2,871 SL 39.000000000000 1,188 0 1,188  
    FILLMORE RENOVATION 2017-08-31 118,902 7,114 SL 39.000000000000 3,049 0 3,049  
    FILLMORE RENOVATION 2017-09-30 52,101 3,006 SL 39.000000000000 1,336 0 1,336  
    FILLMORE RENOVATION 2017-10-31 37,508 2,084 SL 39.000000000000 962 0 962  
    FILLMORE RENOVATION 2017-11-30 22,367 1,196 SL 39.000000000000 574 0 574  
    FILLMORE RENOVATION 2017-12-31 59,431 3,048 SL 39.000000000000 1,524 0 1,524  
    FILLMORE RENOVATION 2017-12-31 20,803 1,066 SL 39.000000000000 533 0 533  
    FILLMORE RENOVATION 2018-02-01 11,167 548 SL 39.000000000000 286 0 286  
    FILLMORE RENOVATION 2018-02-08 9,639 474 SL 39.000000000000 247 0 247  
    FILLMORE RENOVATION 2018-04-12 2,512 112 SL 39.000000000000 64 0 64  
    FILLMORE RENOVATION 2018-04-16 13,245 566 SL 39.000000000000 340 0 340  
    FILLMORE RENOVATION 2018-04-16 4,613 197 SL 39.000000000000 118 0 118  
    FILLMORE RENOVATION 2018-04-16 12,169 520 SL 39.000000000000 312 0 312  
    FILLMORE RENOVATION 2018-05-15 10,710 458 SL 39.000000000000 275 0 275  
    FILLMORE RENOVATION 2018-06-13 11,950 485 SL 39.000000000000 306 0 306  
    FILLMORE RENOVATION 2018-06-15 6,513 264 SL 39.000000000000 167 0 167  
    FILLMORE RENOVATION 2018-07-15 12,441 479 SL 39.000000000000 319 0 319  
    FILLMORE RENOVATION 2018-07-18 873 31 SL 39.000000000000 22 0 22  
    FILLMORE RENOVATION 2018-08-15 13,264 482 SL 39.000000000000 340 0 340  
    FILLMORE RENOVATION 2018-08-16 5,380 184 SL 39.000000000000 138 0 138  
    FILLMORE RENOVATION 2018-08-29 10,502 359 SL 39.000000000000 269 0 269  
    FILLMORE RENOVATION 2018-08-31 55,528 1,899 SL 39.000000000000 1,424 0 1,424  
    FILLMORE RENOVATION 2018-08-31 22,351 764 SL 39.000000000000 573 0 573  
    FILLMORE RENOVATION 2018-09-05 9,735 333 SL 39.000000000000 250 0 250  
    FILLMORE RENOVATION 2018-09-05 792 27 SL 39.000000000000 20 0 20  
    FILLMORE RENOVATION 2018-09-12 16,703 571 SL 39.000000000000 428 0 428  
    FILLMORE RENOVATION 2018-09-14 5,941 203 SL 39.000000000000 152 0 152  
    FILLMORE RENOVATION 2018-09-17 53,948 1,729 SL 39.000000000000 1,383 0 1,383  
    FILLMORE RENOVATION 2018-09-30 7,896 253 SL 39.000000000000 202 0 202  
    FILLMORE RENOVATION 2018-10-02 500 16 SL 39.000000000000 13 0 13  
    FILLMORE RENOVATION 2018-10-03 4,290 138 SL 39.000000000000 110 0 110  
    FILLMORE RENOVATION 2018-10-04 108,396 3,474 SL 39.000000000000 2,779 0 2,779  
    FILLMORE RENOVATION 2018-10-05 2,352 75 SL 39.000000000000 60 0 60  
    FILLMORE RENOVATION 2018-10-17 1,000 30 SL 39.000000000000 26 0 26  
    FILLMORE RENOVATION 2018-10-22 17,001 509 SL 39.000000000000 436 0 436  
    FILLMORE RENOVATION 2018-10-31 6,273 188 SL 39.000000000000 161 0 161  
    FILLMORE RENOVATION 2018-11-01 8,058 241 SL 39.000000000000 207 0 207  
    FILLMORE RENOVATION 2018-11-08 117,885 3,527 SL 39.000000000000 3,023 0 3,023  
    FILLMORE RENOVATION 2018-11-08 2,285 69 SL 39.000000000000 59 0 59  
    FILLMORE RENOVATION 2018-11-13 2,168 65 SL 39.000000000000 56 0 56  
    FILLMORE RENOVATION 2018-11-26 3,070 86 SL 39.000000000000 79 0 79  
    FILLMORE RENOVATION 2018-11-30 10,199 284 SL 39.000000000000 262 0 262  
    FILLMORE RENOVATION 2018-12-04 4,965 138 SL 39.000000000000 127 0 127  
    FILLMORE RENOVATION 2018-12-05 4,903 136 SL 39.000000000000 126 0 126  
    FILLMORE RENOVATION 2018-12-19 132,531 3,398 SL 39.000000000000 3,398 0 3,398  
    FILLMORE RENOVATION 2018-12-20 9,348 240 SL 39.000000000000 240 0 240  
    FILLMORE RENOVATION 2018-12-21 6,966 179 SL 39.000000000000 179 0 179  
    Dance floor - Fillmore 2018-02-21 1,705 447 SL 7.000000000000 244 0 244  
    Office furniture - Fillmore 2018-05-24 1,007 228 SL 7.000000000000 144 0 144  
    App- Hatch 2018-08-01 45,000 21,250 SL 3.000000000000 15,000 0 15,000  
    HP Elite computer 2018-09-28 1,754 731 SL 3.000000000000 585 0 585  
    FILLMORE RENOVATION 2019-01-31 8,354 196 SL 39.000000000000 214 0 214  
    FILLMORE RENOVATION 2019-02-28 8,403 180 SL 39.000000000000 215 0 215  
    FILLMORE RENOVATION 2019-03-31 6,238 120 SL 39.000000000000 160 0 160  
    FILLMORE RENOVATION 2019-09-03 6,270 54 SL 39.000000000000 161 0 161  
    FILLMORE RENOVATION 2019-03-04 2,310 49 SL 39.000000000000 59 0 59  
    FILLMORE RENOVATION 2019-08-01 6,270 67 SL 39.000000000000 161 0 161  
    FILLMORE RENOVATION 2019-07-01 6,380 82 SL 39.000000000000 164 0 164  
    FILLMORE RENOVATION 2019-05-02 2,970 51 SL 39.000000000000 76 0 76  
    FILLMORE RENOVATION 2019-06-04 6,050 90 SL 39.000000000000 155 0 155  
    FILLMORE RENOVATION 2019-12-01 3,190 7 SL 39.000000000000 82 0 82  
    FILLMORE RENOVATION 2019-11-01 4,180 18 SL 39.000000000000 107 0 107  
    FILLMORE RENOVATION 2019-10-01 4,180 27 SL 39.000000000000 107 0 107  
    FILLMORE RENOVATION 2019-02-18 17,086 365 SL 39.000000000000 438 0 438  
    FILLMORE RENOVATION 2019-02-28 39,865 852 SL 39.000000000000 1,022 0 1,022  
    FILLMORE RENOVATION 2019-06-27 12,102 155 SL 39.000000000000 310 0 310  
    FILLMORE RENOVATION 2019-08-02 44,179 472 SL 39.000000000000 1,133 0 1,133  
    FILLMORE RENOVATION 2019-08-02 72,409 774 SL 39.000000000000 1,857 0 1,857  
    FILLMORE RENOVATION 2019-10-01 13,581 87 SL 39.000000000000 348 0 348  
    FILLMORE RENOVATION 2019-11-07 113,881 487 SL 39.000000000000 2,920 0 2,920  
    FILLMORE RENOVATION 2019-01-10 100,223 2,570 SL 39.000000000000 2,570 0 2,570  
    FILLMORE RENOVATION 2019-01-18 160,323 3,768 SL 39.000000000000 4,111 0 4,111  
    FILLMORE RENOVATION 2019-05-02 2,399 41 SL 39.000000000000 62 0 62  
    FILLMORE RENOVATION 2019-02-01 4,785 112 SL 39.000000000000 123 0 123  
    Furnish 17 custom metal light fixture, Project request#4 2019-10-10 39,605 1,414 SL 7.000000000000 5,658 0 5,658  
    Light fixture 2019-07-10 20,982 1,499 SL 7.000000000000 2,997 0 2,997  
    Lighting Fixture 2019-07-19 18,559 1,105 SL 7.000000000000 2,651 0 2,651  
    Project 21806 2019-07-31 3,887 42 SL 39.000000000000 100 0 100  
    Project 21806 2019-06-30 9,124 117 SL 39.000000000000 234 0 234  
    Project 21806 2019-09-30 2,654 17 SL 39.000000000000 68 0 68  
    Project 21806 2019-08-31 3,846 33 SL 39.000000000000 99 0 99  
    Project 21806 2019-07-18 16,632 178 SL 39.000000000000 426 0 426  
    Project 21806 2019-10-21 39,643 169 SL 39.000000000000 1,016 0 1,016  
    Project 21806 2019-05-02 30,249 517 SL 39.000000000000 776 0 776  
    Project 15-032D-DC 2019-01-30 2,421 57 SL 39.000000000000 62 0 62  
    Project 15-032D-DC 2019-02-21 2,873 61 SL 39.000000000000 74 0 74  
    Project 15-032D-DC 2019-03-18 2,466 47 SL 39.000000000000 63 0 63  
    Project 15-032D-DC 2019-03-18 1,343 26 SL 39.000000000000 34 0 34  
    Project 15-032D-DC 2019-05-14 1,055 18 SL 39.000000000000 27 0 27  
    Project 15-032D-DC 2019-10-09 3,035 19 SL 39.000000000000 78 0 78  
    Project 15-032D-DC 2019-10-24 1,450 6 SL 39.000000000000 37 0 37  
    Hatch Technologies 2019-04-16 7,500 1,667 SL 3.000000000000 2,500 0 2,500  
    Hatch Technologies 2019-04-22 3,000 667 SL 3.000000000000 1,000 0 1,000  
    Fillmore Renovation 2020-01-02 3,355   SL 39.000000000000 86 0 86  
    Fillmore Renovation 2020-02-04 119,055   SL 39.000000000000 2,798 0 2,798  
    Fillmore Renovation 2020-03-06 1,925   SL 39.000000000000 41 0 41  
    Fillmore Renovation 2020-03-20 52,150   SL 39.000000000000 1,003 0 1,003  
    Fillmore Renovation 2020-05-04 4,400   SL 39.000000000000 75 0 75  
    Fillmore Renovation 2020-05-18 3,531   SL 39.000000000000 53 0 53  
    Fillmore Renovation 2020-05-27 14,869   SL 39.000000000000 222 0 222  
    Fillmore Renovation 2020-05-29 1,590   SL 39.000000000000 24 0 24  
    Fillmore Renovation 2020-06-02 469   SL 39.000000000000 7 0 7  
    Fillmore Renovation 2020-06-05 1,705   SL 39.000000000000 26 0 26  
    Fillmore Renovation 2020-06-19 1,065   SL 39.000000000000 14 0 14  
    Fillmore Renovation 2020-07-01 35,002   SL 39.000000000000 449 0 449  
    Fillmore Renovation 2020-08-04 2,063   SL 39.000000000000 22 0 22  
    Fillmore Renovation 2020-09-01 3,190   SL 39.000000000000 27 0 27  
    Fillmore Renovation 2020-09-30 1,432   SL 39.000000000000 9 0 9  
    Fillmore Renovation 2020-10-15 5,112   SL 39.000000000000 33 0 33  
    Fillmore Renovation 2020-12-03 1,100   SL 39.000000000000 2 0 2  

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

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    S & R Foundation
    EIN:
    52-2284478
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    STEINWAY B GRAND PIANO - SERIAL #532750 2004-05 Purchased 2020-06     52,900 Cost 0 -34,385 18,515

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    S & R Foundation
    EIN:
    52-2284478
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Corporate Bonds 8,225,008 8,225,008

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    S & R Foundation
    EIN:
    52-2284478
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Corporate Stock 12,394,207 12,394,207

    TY 2020 InvestmentsOtherSchedule2
    Name:
    S & R Foundation
    EIN:
    52-2284478
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Cash and sweep funds FMV 153,660 153,660
    Misfit Foods FMV 160,336 160,336
    Hatch FMV 115,649 115,649

    TY 2020 LandEtcSchedule2
    Name:
    S & R Foundation
    EIN:
    52-2284478
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    WEBSITE 28,800 28,800 0  
    LIGHTING 5,088 5,088 0  
    COMPUTER FOR KATE 1,858 1,858 0  
    COMPUTER FOR MAKI AND LEO 3,714 3,714 0  
    LAPTOP FOR KANAKO SAEKI 1,772 1,475 297  
    COMPUTER SHOWCASE 1,693 1,384 309  
    MICROPHONE 1,336 1,202 134  
    OFFICE FURNITURE 84,460 78,429 6,031  
    FURNITURE FOR UPSTAIRS OFFICES 12,683 5,134 7,549  
    DESK FOR KYOTO UNIVERSITY INTERNS 448 347 101  
    FILLMORE BUILDING 4,524,372 647,722 3,876,650  
    FILLMORE_CARPET 3,800 736 3,064  
    FILLMORE LAND 12,001,208 0 12,001,208  
    TECH_COMPUTERS 500 376 124  
    TECH_FURNITURE 7,295 2,345 4,950  
    RETAINER FOR ENGINEERING & SURVEY SERVICES AT FILLMORE 3,368 488 2,880  
    PROFESSIONAL SERVICES FOR JUNE 21,314 3,100 18,214  
    INITIAL PAYMENT AS PER PROPOSAL NO 16059-030 5,000 728 4,272  
    FILLMORE PROJECT 54,501 7,928 46,573  
    GEOTECHNICAL ENGINEERING 4,000 580 3,420  
    BOUNDARY/ TOPOGRAPHIC/ TREE/ UTILITY SURVEYS 8,956 1,304 7,652  
    FILLMORE RENOVATION - AUGUST 22,558 3,280 19,278  
    GEOTECHNICAL ENGINEERING INVESTIGATION 13,681 1,988 11,693  
    LANDSCAPE DESIGN FOR FILLMORE 15,483 2,252 13,231  
    LANDSCAPE DESIGN FOR FILLMORE 4,652 676 3,976  
    SCHEMATIC DESIGN 18,897 2,748 16,149  
    ARCHITECT SERVICES FOR SEPTEMBER 60,071 8,736 51,335  
    FILLMORE PERMIT PROCESSING 1,363 200 1,163  
    LANDSCAPE ARCHITECT SERVICE 17,770 2,584 15,186  
    GEOTECHNICAL ENGENEERING INVESTIGATION 176 24 152  
    ARCHITECT FEES FOR OCTOBER 29,225 4,252 24,973  
    DESIGNI DEVELOPMENT 5,305 772 4,533  
    SERVICES AS PER NOVE 27 2016 23,708 3,448 20,260  
    DESIGN DEVELOPMENT 2,126 308 1,818  
    ARCHITECT FEES FOR DECEMBER 92,772 13,496 79,276  
    COMPUTER FOR EA 1,799 1,740 59  
    COMPUTER FOR INCUBATOR 2,380 2,063 317  
    COMPUTER FOR ALEX 1,884 503 1,381  
    FRIDGE AND MICROWAVE 666 610 56  
    LAPTOPS 4,407 3,451 956  
    COMPUTER FOR MOLLY 2,155 1,652 503  
    COMPUTER FOR NICOLE 1,565 209 1,356  
    LAPTOP FOR DALE 2,093 314 1,779  
    EVENT EQUIPMENT - GLASSWARE 2,972 545 2,427  
    EVENT EQUIPMENT - TABLES 3,077 564 2,513  
    EVENT EQUIPMENT - DISHWASHER 3,169 581 2,588  
    EVENT EQUIPMENT - REFRIGERATOR 1,299 238 1,061  
    EVENT EQUIPMENT - TABLECLOTHS 1,249 229 1,020  
    EVENT EQUIPMENT - DISHWASHER RACKS 592 109 483  
    EVENT EQUIPMENT - MUSIC STAND 256 187 69  
    INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM IN DANCE 20,878 1,739 19,139  
    2ND PAYMENT-INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM 20,878 1,694 19,184  
    ARCHITECT FEES FOR JANUARY 58,373 5,863 52,510  
    DESIGN DEVELOPMENT 1,383 140 1,243  
    TRANSPORTATION PLANNERS AND ENGINEERING FOR FILLMORE 8,510 818 7,692  
    DEPOSIT TO ORDER WINDOWS 150,000 14,743 135,257  
    FILLMORE RENOVATION 225,000 22,115 202,885  
    FILLMORE RENOVATION 265,563 25,534 240,029  
    FILLMORE RENOVATION 288,409 27,115 261,294  
    FILLMORE RENOVATION 375,430 33,691 341,739  
    FILLMORE RENOVATION 251,078 23,069 228,009  
    FILLMORE RENOVATION 405,555 36,396 369,159  
    FILLMORE RENOVATION 426,403 36,443 389,960  
    FILLMORE RENOVATION 558,848 46,569 512,279  
    FILLMORE RENOVATION 415,110 33,706 381,404  
    FILLMORE RENOVATION 96,842 7,656 89,186  
    FOUNDATION DESIGN SUPPORT AT FILLMORE 235 24 211  
    PROJECT START-UP 2,500 251 2,249  
    FILLMORE RENOVATION 51,355 5,048 46,307  
    FILLMORE RENOVATION 33,807 3,251 30,556  
    FILLMORE RENOVATION 48,187 4,532 43,655  
    FILLMORE RENOVATION 75,926 6,977 68,949  
    FILLMORE RENOVATION 50,123 4,498 45,625  
    FILLMORE RENOVATION 46,318 4,059 42,259  
    FILLMORE RENOVATION 118,902 10,163 108,739  
    FILLMORE RENOVATION 52,101 4,342 47,759  
    FILLMORE RENOVATION 37,508 3,046 34,462  
    FILLMORE RENOVATION 22,367 1,770 20,597  
    FILLMORE RENOVATION 59,431 4,572 54,859  
    FILLMORE RENOVATION 20,803 1,599 19,204  
    FILLMORE RENOVATION 11,167 834 10,333  
    FILLMORE RENOVATION 9,639 721 8,918  
    FILLMORE RENOVATION 2,512 176 2,336  
    FILLMORE RENOVATION 13,245 906 12,339  
    FILLMORE RENOVATION 4,613 315 4,298  
    FILLMORE RENOVATION 12,169 832 11,337  
    FILLMORE RENOVATION 10,710 733 9,977  
    FILLMORE RENOVATION 11,950 791 11,159  
    FILLMORE RENOVATION 6,513 431 6,082  
    FILLMORE RENOVATION 12,441 798 11,643  
    FILLMORE RENOVATION 873 53 820  
    FILLMORE RENOVATION 13,264 822 12,442  
    FILLMORE RENOVATION 5,380 322 5,058  
    FILLMORE RENOVATION 10,502 628 9,874  
    FILLMORE RENOVATION 55,528 3,323 52,205  
    FILLMORE RENOVATION 22,351 1,337 21,014  
    FILLMORE RENOVATION 9,735 583 9,152  
    FILLMORE RENOVATION 792 47 745  
    FILLMORE RENOVATION 16,703 999 15,704  
    FILLMORE RENOVATION 5,941 355 5,586  
    FILLMORE RENOVATION 53,948 3,112 50,836  
    FILLMORE RENOVATION 7,896 455 7,441  
    FILLMORE RENOVATION 500 29 471  
    FILLMORE RENOVATION 4,290 248 4,042  
    FILLMORE RENOVATION 108,396 6,253 102,143  
    FILLMORE RENOVATION 2,352 135 2,217  
    FILLMORE RENOVATION 1,000 56 944  
    FILLMORE RENOVATION 17,001 945 16,056  
    FILLMORE RENOVATION 6,273 349 5,924  
    FILLMORE RENOVATION 8,058 448 7,610  
    FILLMORE RENOVATION 117,885 6,550 111,335  
    FILLMORE RENOVATION 2,285 128 2,157  
    FILLMORE RENOVATION 2,168 121 2,047  
    FILLMORE RENOVATION 3,070 165 2,905  
    FILLMORE RENOVATION 10,199 546 9,653  
    FILLMORE RENOVATION 4,965 265 4,700  
    FILLMORE RENOVATION 4,903 262 4,641  
    FILLMORE RENOVATION 132,531 6,796 125,735  
    FILLMORE RENOVATION 9,348 480 8,868  
    FILLMORE RENOVATION 6,966 358 6,608  
    Dance floor - Fillmore 1,705 691 1,014  
    Office furniture - Fillmore 1,007 372 635  
    App- Hatch 45,000 36,250 8,750  
    HP Elite computer 1,754 1,316 438  
    FILLMORE RENOVATION 8,354 410 7,944  
    FILLMORE RENOVATION 8,403 395 8,008  
    FILLMORE RENOVATION 6,238 280 5,958  
    FILLMORE RENOVATION 6,270 215 6,055  
    FILLMORE RENOVATION 2,310 108 2,202  
    FILLMORE RENOVATION 6,270 228 6,042  
    FILLMORE RENOVATION 6,380 246 6,134  
    FILLMORE RENOVATION 2,970 127 2,843  
    FILLMORE RENOVATION 6,050 245 5,805  
    FILLMORE RENOVATION 3,190 89 3,101  
    FILLMORE RENOVATION 4,180 125 4,055  
    FILLMORE RENOVATION 4,180 134 4,046  
    FILLMORE RENOVATION 17,086 803 16,283  
    FILLMORE RENOVATION 39,865 1,874 37,991  
    FILLMORE RENOVATION 12,102 465 11,637  
    FILLMORE RENOVATION 44,179 1,605 42,574  
    FILLMORE RENOVATION 72,409 2,631 69,778  
    FILLMORE RENOVATION 13,581 435 13,146  
    FILLMORE RENOVATION 113,881 3,407 110,474  
    FILLMORE RENOVATION 100,223 5,140 95,083  
    FILLMORE RENOVATION 160,323 7,879 152,444  
    FILLMORE RENOVATION 2,399 103 2,296  
    FILLMORE RENOVATION 4,785 235 4,550  
    Furnish 17 custom metal light fixture, Project request#4 39,605 7,072 32,533  
    Light fixture 20,982 4,496 16,486  
    Lighting Fixture 18,559 3,756 14,803  
    Project 21806 3,887 142 3,745  
    Project 21806 9,124 351 8,773  
    Project 21806 2,654 85 2,569  
    Project 21806 3,846 132 3,714  
    Project 21806 16,632 604 16,028  
    Project 21806 39,643 1,185 38,458  
    Project 21806 30,249 1,293 28,956  
    Project 15-032D-DC 2,421 119 2,302  
    Project 15-032D-DC 2,873 135 2,738  
    Project 15-032D-DC 2,466 110 2,356  
    Project 15-032D-DC 1,343 60 1,283  
    Project 15-032D-DC 1,055 45 1,010  
    Project 15-032D-DC 3,035 97 2,938  
    Project 15-032D-DC 1,450 43 1,407  
    Hatch Technologies 7,500 4,167 3,333  
    Hatch Technologies 3,000 1,667 1,333  
    Fillmore Renovation 3,355 86 3,269  
    Fillmore Renovation 119,055 2,798 116,257  
    Fillmore Renovation 1,925 41 1,884  
    Fillmore Renovation 52,150 1,003 51,147  
    Fillmore Renovation 4,400 75 4,325  
    Fillmore Renovation 3,531 53 3,478  
    Fillmore Renovation 14,869 222 14,647  
    Fillmore Renovation 1,590 24 1,566  
    Fillmore Renovation 469 7 462  
    Fillmore Renovation 1,705 26 1,679  
    Fillmore Renovation 1,065 14 1,051  
    Fillmore Renovation 35,002 449 34,553  
    Fillmore Renovation 2,063 22 2,041  
    Fillmore Renovation 3,190 27 3,163  
    Fillmore Renovation 1,432 9 1,423  
    Fillmore Renovation 5,112 33 5,079  
    Fillmore Renovation 1,100 2 1,098  


    TY 2020 LegalFeesSchedule
    Name:
    S & R Foundation
    EIN:
    52-2284478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal 5,928 0 0 5,928


    TY 2020 OtherAssetsSchedule
    Name:
    S & R Foundation
    EIN:
    52-2284478
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Interest receivable 11,261 2,202 2,202


    TY 2020 OtherExpensesSchedule
    Name:
    S & R Foundation
    EIN:
    52-2284478
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank fees 7,501 0 0 7,353
    Events 26,462 0 0 26,462
    Insurance 45,299 0 0 45,299
    Licenses and fees 24,142 0 0 24,142
    Marketing 24 0 0 24
    Music and instruments 3,000 0 0 3,000
    Office expenses 4,262 0 0 4,262
    Website and IT 1,085 0 0 1,085
    Other 4,526 0 0 4,526


    TY 2020 OtherIncomeSchedule2
    Name:
    S & R Foundation
    EIN:
    52-2284478
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other income 159   159


    TY 2020 OtherIncreasesSchedule
    Name:
    S & R Foundation
    EIN:
    52-2284478
    Description Amount
    Unrealized gains from investments 1,248,580


    TY 2020 OtherLiabilitiesSchedule
    Name:
    S & R Foundation
    EIN:
    52-2284478
    Description Beginning of Year - Book Value End of Year - Book Value
    Line of credit 0 420,225


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    S & R Foundation
    EIN:
    52-2284478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Consulting 96,140 0 0 96,140
    Investment fees 75,738 75,738 0 0


    TY 2020 TaxesSchedule
    Name:
    S & R Foundation
    EIN:
    52-2284478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax 18,275 18,275 0 0