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
THE ENSIGN-BICKFORD FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)999 17TH STREET SUITE 900
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENVER, CO80202
A Employer identification number

06-6041097
B Telephone number (see instructions)

(303) 583-1345
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$4,426,550
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 68,211 68,211  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 68,211 68,211 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 11,010 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,010 0 0 0
25 Contributions, gifts, grants paid....... 499,482 499,482
26 Total expenses and disbursements. Add lines 24 and 25 510,492 0 0 499,482
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -442,281
b Net investment income (if negative, enter -0-) 68,211
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 115,744 30,252 30,252
2 Savings and temporary cash investments......... 454,859 31,902 31,902
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,687,198 Click to see attachment4,364,396 4,364,396
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,257,801 4,426,550 4,426,550
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........... 4,257,801 4,426,550
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)..... 4,257,801 4,426,550
30 Total liabilities and net assets/fund balances (see instructions). 4,257,801 4,426,550
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
4,257,801
2
Enter amount from Part I, line 27a .....................
2
-442,281
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
611,030
4
Add lines 1, 2, and 3 ..........................
4
4,426,550
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
4,426,550
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.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 948
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........................... 3 948
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- ..... 5 948
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,546
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,546
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 1,598
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,000 RefundedBullet 11 598
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)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.E-BFOUNDATION.COM
    14
    The books are in care ofbulletLISA CASTILLO Telephone no.bullet (303) 583-1341

    Located atbullet999 17TH STREET SUITE 900DENVERCO ZIP+4bullet80202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOSEPH E LOVEJOY CHAIRMAN
    0.20
    0 0 0
    999 17TH STREET SUITE 900
    DENVER,CO80202
    THOMAS J PERLITZ PRESIDENT
    0.20
    0 0 0
    999 17TH STREET SUITE 900
    DENVER,CO80202
    JARED LOZO VICE PRESIDENT
    0.20
    0 0 0
    999 17TH STREET SUITE 900
    DENVER,CO80202
    DOROTHY HAMMETT OFFICER
    0.20
    0 0 0
    999 17TH STREET SUITE 900
    DENVER,CO80202
    BRENDAN M WALSH OFFICER
    0.20
    0 0 0
    999 17TH STREET SUITE 900
    DENVER,CO80202
    WILLIAM M WELCH OFFICER
    0.20
    0 0 0
    999 17TH STREET SUITE 900
    DENVER,CO80202
    KELLY FRAUENKNECHT OFFICER
    0.20
    0 0 0
    999 17TH STREET SUITE 900
    DENVER,CO80202
    BRENDAN KEHOE OFFICER
    0.20
    0 0 0
    999 17TH STREET SUITE 900
    DENVER,CO80202
    CAMERON MOYER OFFICER
    0.20
    0 0 0
    999 17TH STREET SUITE 900
    DENVER,CO80202
    CHAD THOMPSON OFFICER
    0.20
    0 0 0
    999 17TH STREET SUITE 900
    DENVER,CO80202
    KIEL DAVIS OFFICER
    0.20
    0 0 0
    999 17TH STREET SUITE 900
    DENVER,CO80202
    ANDY PLINER SECRETARY
    0.20
    0 0 0
    999 17TH STREET SUITE 900
    DENVER,CO80202
    KIMBERLY A HENDRICKS TREASURER
    0.20
    0 0 0
    999 17TH STREET SUITE 900
    DENVER,CO80202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    53,769
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,396,298
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,450,067
    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
    4,450,067
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    66,751
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,383,316
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    219,166
    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
    219,166
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    948
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    948
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    218,218
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    218,218
    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
    218,218
    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
    499,482
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    499,482
    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
    499,482
    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 7 218,218
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 187,178
    b From 2016...... 103,445
    c From 2017...... 121,912
    d From 2018...... 158,456
    e From 2019...... 195,230
    fTotal of lines 3a through e........ 766,221
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 499,482
    a Applied to 2019, 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 2020 distributable amount..... 218,218
    e Remaining amount distributed out of corpus 281,264
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,047,485
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    187,178
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    860,307
    10 Analysis of line 9:
    a Excess from 2016.... 103,445
    b Excess from 2017.... 121,912
    c Excess from 2018.... 158,456
    d Excess from 2019.... 195,230
    e Excess from 2020.... 281,264
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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:
    SAGE JOHNSON
    999 17TH STREET SUITE 900
    DENVER,CO80202
    (303) 583-1345
    bThe form in which applications should be submitted and information and materials they should include:
    A LETTER STATING THE PURPOSE OF THE REQUEST, ANNUAL BUDGET, OTHER FUNDING AND GEOGRAPHIC AREA IN WHICH PROCEEDS WILL BE DISTRIBUTED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ORGANIZATIONS WITHIN THE LOCAL GEOGRAPHIC AREA OF THE FOUNDATION'S CORPORATE OFFICES ARE GENERALLY SUPPORTED.
    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
    WORCESTER POLYTECHNIC INSTITUTE
    100 INSTITUTE ROAD
    WORCESTER,MA01609
    NONE NONPRIVATE COMMUNITY ASSISTANCE 10,000
    UCONN FOUNDATION
    2390 ALUMNI DRIVE
    STORRS,CT06269
    NONE NONPRIVATE COMMUNITY ASSISTANCE 7,000
    FARMINGTON VALLEY VNA
    8 OLD MILL LANE
    SIMSBURY,CT06070
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    ST FRANCIS FOUNDATION
    95 WOODLAND STREET
    HARTFORD,CT061059720
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    BEVERLY BOOTSTRAPS COMM SVCS
    35 PARK STREET
    BEVERLY,MA01915
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,000
    BEVERLY FEMALE CHARITABLE SOCIETY
    C/O LOUISE SCANLON TREASURER 5
    WHITMAN PLACE
    BEVERLY,MA01915
    NONE NONPRIVATE COMMUNITY ASSISTANCE 100
    FAMILY PROMISE NO SHORE BOSTON
    PO BOX 507
    BEVERLY,MA01915
    NONE NONPRIVATE COMMUNITY ASSISTANCE 200
    OCEAN COMMUNITY YMCA
    95 HIGH STREET
    WESTERLY,RI02891
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,000
    THE SALEM MISSION INC
    56 MARGIN STREET
    SALEM,MA01970
    NONE NONPRIVATE COMMUNITY ASSISTANCE 150
    FARMINGTON VALLEY VNA
    8 OLD MILL LANE
    SIMSBURY,CT06070
    NONE NONPRIVATE COMMUNITY ASSISTANCE 200
    SIMSBURY HISTORICAL SOCIETY
    800 HOPMEADOW STREET
    SIMSBURY,CT06070
    NONE NONPRIVATE COMMUNITY ASSISTANCE 25,000
    SIMSBURY LAND TRUST
    PO BOX 634
    SIMSBURY,CT060700634
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    SIMSBURY FREE LIBRARY
    749 HOPMEADOW STREET
    SIMSBURY,CT06070
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,000
    FOOD BANK OF THE ROCKIES
    10700 E 45TH AVENUE
    DENVER,CO80239
    NONE NONPRIVATE COMMUNITY ASSISTANCE 4,000
    HARTFORD SYMPHONY ORCHESTRA
    166 CAPITOL AVENUE
    HARTFORD,CT06106
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,724
    THE BEVERLY HISTORICAL SOCIETY
    117 CABOT STREET
    BEVERLY,MA01915
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    THE BUSHNELL
    166 CAPITOL AVENUE
    HARTFORD,CT06106
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    CONNECTICUT THEATRE COMPANY
    23 NORDEN STREET
    NEW BRITAIN,CT06051
    NONE NONPRIVATE COMMUNITY ASSISTANCE 250
    CLARKSON UNIVERSITY
    8 CLARKSON AVENUE
    POTSDAM,NY13699
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,000
    UNIVERSITY OF CONNECTICUT
    2390 ALUMNI DRIVE
    STORRS,CT06269
    NONE NONPRIVATE COMMUNITY ASSISTANCE 7,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL SUITE 300
    LINCOLN,NE68508
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,500
    MAIN STREET AURORA
    114 WEST LOCUST
    AURORA,MO65605
    NONE NONPRIVATE COMMUNITY ASSISTANCE 10,000
    OPERATION FOOD SEARCH
    1644 LOTSIE BOULEVARD
    ST LOUIS,MO63132
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,000
    OUTREACH ASSIST SERVING INDIV IN ST CHARLES
    1814 BOONES LICK ROAD
    ST CHARLES,MO63301
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,000
    CONN SCIENCE CENTER
    250 COLUMBUS BLVD
    HARTFORD,CT06103
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,000
    CONN WOMEN'S HALL OF FAME
    320 FITCH STREET
    NEW HAVEN,CT06515
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,200
    PURDUE UNIVERSITY
    403 W WOOD STREET
    WEST LAFAYETTE,IN479072007
    NONE NONPRIVATE COMMUNITY ASSISTANCE 225
    GREATER MUHLENBERG PARKS & RECREATION SYSTEM
    PO BOX 169
    GREENVILLE,KY42345
    NONE NONPRIVATE COMMUNITY ASSISTANCE 10,000
    GIFTS OF LOVE
    3567 MOMENTUM PLACE
    CHICAGO,IL606895335
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,000
    TOWN OF SIMSBURY
    933 HOPMEADOW STREET
    SIMSBURY,CT06070
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,000
    OPERATION GRATITUDE INC
    PO BOX 260257
    ENCINO,CA914260257
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,000
    MUHLENBERG COUNTY SCHOOL SYS
    THE STEM ACADEMY 510 WEST MAIN
    STREET
    POWDERLY,KY42367
    NONE NONPRIVATE COMMUNITY ASSISTANCE 3,000
    HOPKINS COUNTY BOARD OF EDUCATION
    JAMES MADISON MIDDLE SCHOOL 320 S
    SEMINARY STREET
    MADISONVILLE,KY42431
    NONE NONPRIVATE COMMUNITY ASSISTANCE 3,000
    CATHOLIC CHARITIES OF LA MOORPARK PANTRY PLUS
    1531 JAMES M WOOD BLVD
    LOS ANGELES,CA90015
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,000
    HEALING MEALS FOUNDATION CORP
    PO BOX 501
    SIMSBURY,CT06070
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,000
    SIMSBURY LIGHT OPERA CO
    PO BOX 323
    SIMSBURY,CT06070
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,500
    THE TELLING ROOM
    225 COMMERCIAL STREET SUITE 201
    PORTLAND,ME04101
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,500
    PAN MASS CHALLENGE
    77 4TH AVENUE
    NEEDHAM,MA02494
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,000
    THE LOCKER PROJECT
    PO BOX 3134
    PORTLAND,ME04104
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,000
    PROJECT GRACE
    PO BOX 6846
    SCARBOROUGH,ME04070
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,000
    WESTBROOK COMMUNITY FOOD AND RESOURCE CENTER
    426 BRIDGE STREET
    WESTBROOK,ME04092
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,000
    FALMOUTH FOOD PANTRY
    271 FALMOUTH ROAD
    FALMOUTH,ME04105
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,000
    SEA CHANGE YOGA
    PO BOX 8135
    PORTLAND,ME04104
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    PROJECT GRACE
    PO BOX 6846
    SCARBOROUGH,ME04070
    NONE NONPRIVATE COMMUNITY ASSISTANCE 200
    ALPINE ELEMENTARY PTO
    2005 ALPINE STREET
    LONGMONT,CO805042519
    NONE NONPRIVATE COMMUNITY ASSISTANCE 300
    JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND
    70 FARMINGTON AVENUE
    HARTFORD,CT06105
    NONE NONPRIVATE COMMUNITY ASSISTANCE 5,000
    MICHAEL MAGRO FOUNDATION
    21 JULIAN STREET
    HICKSVILLE,NY11801
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,000
    SISTER CARMEN COMMUNITY CENTER
    655 ASPEN RIDGE DRIVE
    LAFAYETTE,CO80026
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,000
    ORANGE COUNTY 4H ASSOC- MECO ROB CLUB
    6021 CONWAY ROAD
    ORLANDO,FL328123604
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    MICHAEL MAGRO FOUNDATION
    21 JULIAN STREET
    HICKSVILLE,NY11801
    NONE NONPRIVATE COMMUNITY ASSISTANCE 5,000
    MAIN STREET AURORA
    114 WEST LOCUST
    AURORA,MO65605
    NONE NONPRIVATE COMMUNITY ASSISTANCE 10,000
    SCHOLARSHIP AMERICA INC
    C/O FIRST NATL BANK MINNESOTA PO
    BOX 240
    SAINT PETER,MN56082
    NONE NONPRIVATE COMMUNITY ASSISTANCE 50,000
    PREBLE STREET
    38 PREBLE STREET
    PORTLAND,ME04101
    NONE NONPRIVATE COMMUNITY ASSISTANCE 250
    THE ROOT CELLAR
    94 WASHINGTON AVE
    PORTLAND,ME04101
    NONE NONPRIVATE COMMUNITY ASSISTANCE 250
    ELLSWORTH MEMORIAL ASSOC INC
    PO BOX 791
    WINDSOR,CT06095
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,000
    BURPG BOSTON UNIVERSITY ROCKET PROPULSION GROUP
    C/O TRUSTEES OF BOSTON UNIVERSITY
    881 COMMONWEALTH AVE
    BOSTON,MA02215
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,000
    SOUTH WINDSOR HIGH SCHOOL
    FIRST ROBOTICS 161 NEVERS ROAD
    SOUTH WINDSOR,CT06074
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,000
    MAIN STREET AURORA
    114 WEST LOCUST
    AURORA,MO65605
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    GIFTS OF LOVE
    3567 MOMENTUM PLACE
    CHICAGO,IL606895335
    NONE NONPRIVATE COMMUNITY ASSISTANCE 3,000
    HEALING MEALS FOUNDATION CORP
    PO BOX 501
    SIMSBURY,CT06070
    NONE NONPRIVATE COMMUNITY ASSISTANCE 3,000
    THE MARS SOCIETY - UNIVERSITY ROVER CHALLENGE
    11111 W 8TH AVE UNIT A
    LAKEWOOD,CO80215
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,500
    SIMSBURY HIGH SCHOOL
    STEM LAB 34 FARMS VILLAGE ROAD
    SIMSBURY,CT06070
    NONE NONPRIVATE COMMUNITY ASSISTANCE 12,500
    HOPKINS COUNTY BOARD OF EDUCATION
    JAMES MADISON MIDDLE SCHOOL 320 S
    SEMINARY STREET
    MADISONVILLE,KY42431
    NONE NONPRIVATE COMMUNITY ASSISTANCE 12,500
    MAIN STREET AURORA
    114 WEST LOCUST
    AURORA,MO65605
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,500
    PASADENA EDUCATIONAL FOUNDATION
    351 S HUDSON AVE RM 153
    PASADENA,CA91101
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,500
    PURDUE UNIVERSITY
    403 W WOOD STREET
    WEST LAFAYETTE,IN479072007
    NONE NONPRIVATE COMMUNITY ASSISTANCE 45,000
    PURDUE UNIVERSITY
    403 W WOOD STREET
    WEST LAFAYETTE,IN479072007
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,500
    THE BUSHNELL
    166 CAPITOL AVENUE
    HARTFORD,CT06106
    NONE NONPRIVATE COMMUNITY ASSISTANCE 18,000
    PURDUE UNIVERSITY
    403 W WOOD STREET
    WEST LAFAYETTE,IN479072007
    NONE NONPRIVATE COMMUNITY ASSISTANCE 5,000
    CASTLEBAY LANE ELEMENTARY SCHOOL PARENTS AND TEACHERS HELPING
    19010 CASTLEBAY LANE
    PORTER RANCH,CA91326
    NONE NONPRIVATE COMMUNITY ASSISTANCE 10,000
    CLARKSON UNIVERSITY
    8 CLARKSON AVENUE
    POTSDAM,NY13699
    NONE NONPRIVATE COMMUNITY ASSISTANCE 10,000
    UNIVERSITY OF SOUTHERN CALIFORNIA
    1150 S OLIVE ST 25TH FLOOR
    LOS ANGELS,CA90015
    NONE NONPRIVATE COMMUNITY ASSISTANCE 3,000
    SOCIETY OF WOMEN ENGINEERS
    130 EAST RANDOLPH STREET SUITE 3500
    CHICAGO,IL60601
    NONE NONPRIVATE COMMUNITY ASSISTANCE 12,500
    ENGINEERING STUDENT ADVISORY BOARD UNIVERSITY OF NEBRASKA LINCOLN
    1400 R STREET NU 200
    LINCOLN,NE685880452
    NONE NONPRIVATE COMMUNITY ASSISTANCE 3,000
    SINALOA MIDDLE SCHOOL PTSA
    2045 VINEYARD ROAD
    NOVATO,CA94947
    NONE NONPRIVATE COMMUNITY ASSISTANCE 320
    SAN RAFAEL HIGH SCHOOL BOOSTER
    PO BOX 151203
    SAN RAFAEL,CA94915
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    LIVE LIKE BECCA SCHOLARSHIP
    FUND 20 VALLEY STREET
    MALDEN,MA02148
    NONE NONPRIVATE COMMUNITY ASSISTANCE 300
    AMERICAN CANCER SOCIETY INC
    RELAY FOR LIFE NE DIVISION 825
    BROOK ST-I-91 TECH CENTER
    ROCKY HILL,CT06067
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC
    345 WHITNEY AVE
    NEW HAVEN,CT06511
    NONE NONPRIVATE COMMUNITY ASSISTANCE 200
    WEST HARTFORD EXCHANGE CLUB FOUNDATION
    C/O DAVE HAGER TREASURER 67
    GLENBROOK ROAD
    WEST HARTFORD,CT06107
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    PAN MASS CHALLENGE
    77 4TH AVENUE
    NEEDHAM,MA02494
    NONE NONPRIVATE COMMUNITY ASSISTANCE 150
    NEUROFIBROMATOSIS NORTHEAST INC
    9 BEDFORD STREET
    BURLINGTON,MA01803
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    GOODSPEED OPERA HOUSE
    PO BOX A
    EAST HADDAM,CT064230281
    NONE NONPRIVATE COMMUNITY ASSISTANCE 100
    HARTFORD PUBLIC LIBRARY
    30 STATE HOUSE SQUARE
    HARTOFRD,CT06103
    NONE NONPRIVATE COMMUNITY ASSISTANCE 100
    MAINE CANCER FOUNDATION
    170 US ROUTE 1 SUITE 250
    FALMOUTH,ME04105
    NONE NONPRIVATE COMMUNITY ASSISTANCE 125
    ANIMAL RESCUE LEAGUE OF GREATER PORTLAND-ARLGP
    PO BOX 336
    WESTBROOK,ME04098
    NONE NONPRIVATE COMMUNITY ASSISTANCE 250
    YWCA OF WESTERN MASSACHUSETTS
    ONE CLOUGH STREET
    SPRINGFIELD,MA011182213
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,000
    NOD ROAD PRESERVATION INC
    PO BOX 233
    AVON,CT06001
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,000
    MISSOURI UNIVERSITY OF SCIENCE & TECHNOLOGY
    112 CAMPUS SUPPORT FACILITY 1201 N
    STATE STREET
    ROLLA,MO65409
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,000
    SPRINGFIELD RESCUE MISSION
    10 MILL ST PO BOX 9045
    SPRINGFIELD,MA01102
    NONE NONPRIVATE COMMUNITY ASSISTANCE 200
    WIDE OPEN GOLF CLASSICS INC
    93 ATWATER ROAD
    CANTON,CT06019
    NONE NONPRIVATE COMMUNITY ASSISTANCE 250
    HOLCOMB FARM INC
    113 SIMSBURY ROAD
    WEST GRANBY,CT06090
    NONE NONPRIVATE COMMUNITY ASSISTANCE 100
    ARMENIA FUND INC
    111 NORTH JACKSON STREET 205
    GLENDALE,CA91206
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,000
    SIMSBURY HISTORICAL SOCIETY
    800 HOPMEADOW STREET
    SIMSBURY,CT06070
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,000
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037
    NONE NONPRIVATE COMMUNITY ASSISTANCE 100
    OSTERVILLE VILLAGE LIBRARY
    43 WIANNO AVENUE
    OSTERVILLE,MA02655
    NONE NONPRIVATE COMMUNITY ASSISTANCE 100
    MOTE MARINE LABORATORY
    1600 KEN THOMPSON PARKWAY
    SARASOTA,FL34236
    NONE NONPRIVATE COMMUNITY ASSISTANCE 250
    ASPCA
    424 EAST 92ND STREET
    NEW YORK,NY10128
    NONE NONPRIVATE COMMUNITY ASSISTANCE 300
    EARLHAM COLLEGE
    801 NATIONAL ROAD WEST
    RICHMOND,IN47374
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    OUTREACH UNITED RESOURCE CENTER INC
    220 COLLYER STREET
    LONGMONT,CO80501
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    MSPCA
    350 SOUTH HUNTINGTON AVE
    BOSTON,MA02130
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    BOSTON MEDICAL CENTER
    OFFICE OF DEVELOPMENT 801 MASSACHUS
    TTS AVE 1ST FL
    BOSTON,MA021182393
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    HANDS OF THE CARPENTER
    16097 S GOLDEN ROAD
    GOLDEN,CO80401
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    GREELEY-WELD HABITAT FOR HUMANITY
    104 N 16TH AVENUE
    GREELEY,CO80631
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 WEST GREEN STREET
    URBANA,IL61801
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    GREATER PORTLAND IMMIGRANT WELCOME CENTER
    24 PREBLE STREET 3RD FLOOR
    PORTLAND,ME04101
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    THE ARTHRITIS FOUNDATION
    1355 PEACHTREE ST NE SUITE 600
    ATLANTA,GA30309
    NONE NONPRIVATE COMMUNITY ASSISTANCE 215
    BRIGHAM YOUNG UNIVERSITY
    1450 NORTH UNIVERSITY AVENUE
    PROVO,UT84604
    NONE NONPRIVATE COMMUNITY ASSISTANCE 500
    HELPING HANDS CHORE SERVICE INC
    PO BOX 888 115 SPENCER STREET
    WINSTED,CT06098
    NONE NONPRIVATE COMMUNITY ASSISTANCE 550
    NEW ENGLAND WILDLIFE CENTER
    500 COLUMBIAN STREET
    SOUTH WEYMOUTH,MA02190
    NONE NONPRIVATE COMMUNITY ASSISTANCE 800
    THE TELLING ROOM
    225 COMMERCIAL STREET SUITE 201
    PORTLAND,ME04101
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,000
    THE GIDEONS INTERNATIONAL
    PO BOX 140800
    NASHVILLE,TN37214
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,000
    NATIONAL INSTITUTE OF AEROSPAC
    100 EXPLORATION WAY
    HAMPTON,VA23666
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,500
    NEW ENGLAND WILDLIFE CENTER
    500 COLUMBIAN STREET
    SOUTH WEYMOUTH,MA02190
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,000
    OZARKS AREA COMMUNITY ACTION CORPORATION
    203 S WASHINGTON SUITE A
    AURORA,MO65605
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,000
    OUTREACH UNITED RESOURCE CENTER INC
    220 COLLYER STREET
    LONGMONT,CO80501
    NONE NONPRIVATE COMMUNITY ASSISTANCE 1,723
    ASCENT SOCCER USA
    1440 W ST NW
    WASHINGTON,DC20009
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,000
    ALPHA KAPPA EDUCATIONAL FOUNDATION
    PO BOX 865
    ROLLA,MO65402
    NONE NONPRIVATE COMMUNITY ASSISTANCE 3,000
    CAMP MOWGLIS
    PO BOX 9
    HEBRON,NH03241
    NONE NONPRIVATE COMMUNITY ASSISTANCE 5,000
    UNIVERSITY OF SOUTHERN CALIFORNIA
    1150 S OLIVE ST 25TH FLOOR
    LOS ANGELS,CA90015
    NONE NONPRIVATE COMMUNITY ASSISTANCE 5,000
    JUNIOR ACHIEVEMENT OF ST LOUIS INC
    17339 N OUTER 40 ROAD
    CHESTERFIELD,MO63005
    NONE NONPRIVATE COMMUNITY ASSISTANCE 5,000
    ST LOUIS SCIENCE CENTER FOUNDATION
    5050 OAKLAND AVENUE
    ST LOUIS,MO63110
    NONE NONPRIVATE COMMUNITY ASSISTANCE 10,000
    SAINT LOUIS ZOO
    1 GOVERNMENT DR
    ST LOUIS,MO63110
    NONE NONPRIVATE COMMUNITY ASSISTANCE 10,000
    UNIVERSITY OF COLORADO FOUNDATION
    1800 GRANT STREET SUITE 725
    DENVER,CO80203
    NONE NONPRIVATE COMMUNITY ASSISTANCE 10,000
    FOUNDATION FOR PORTLAND PUBLIC SCHOOLS
    353 CUMBERLAND AVE
    PORTLAND,ME04101
    NONE NONPRIVATE COMMUNITY ASSISTANCE 8,000
    OSTERVILLE HISTORICAL SOCIETY INC
    PO BOX 3 155 WEST BAY ROAD
    OSTERVILLE,MA02655
    NONE NONPRIVATE COMMUNITY ASSISTANCE 100
    FOUNDATION FOR PORTLAND PUBLIC SCHOOLS
    353 CUMBERLAND AVE
    PORTLAND,ME04101
    NONE NONPRIVATE COMMUNITY ASSISTANCE 8,000
    WORCESTER POLYTECHNIC INSTITUT
    100 INSTITUTE ROAD
    WORCESTER,MA01609
    NONE NONPRIVATE COMMUNITY ASSISTANCE 2,500
    CONNECTICUT SCIENCE CENTER
    250 COLUMBUS BLVD
    HARTFORD,CT06103
    NONE NONPRIVATE COMMUNITY ASSISTANCE 50,000
    FLAGSTAFF ACADEMY
    2040 MILLER DRIVE
    LONGMONT,CO80501
    NONE NONPRIVATE COMMUNITY ASSISTANCE 7,500
    THREE BAYS PRESERVATION (AKA BARNSTABLE CLEAN WATER)
    PO BOX 215
    OSTERVILLE,MA02655
    NONE NONPRIVATE COMMUNITY ASSISTANCE 200
    Total .................................bullet 3a 499,482
    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 ...........
             
    4 Dividends and interest from securities....     14 68,211  
    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 ............
             
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 68,211 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    68,211
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE ENSIGN-BICKFORD FOUNDATION INC
    EIN:
    06-6041097
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD 500 INDEX ADMIRAL CL 4,364,396 4,364,396

    TY 2020 OtherExpensesSchedule
    Name:
    THE ENSIGN-BICKFORD FOUNDATION INC
    EIN:
    06-6041097
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL 11,010 0 0 0


    TY 2020 OtherIncreasesSchedule
    Name:
    THE ENSIGN-BICKFORD FOUNDATION INC
    EIN:
    06-6041097
    Description Amount
    UNREALIZED GAIN (LOSS) 611,030