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
Caplin Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

52-6078981
B Telephone number (see instructions)

(800) 839-1754
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$10,881,110J 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 920 920  
4 Dividends and interest from securities... 128,378 128,378  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -99,837
b Gross sales price for all assets on line 6a 655,013
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)....... Click to see attachment 10,460 2,051  
12 Total. Add lines 1 through 11........ 39,921 131,349  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 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).... Click to see attachment 30,158 30,158    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,111 1,252    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,843     1,843
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 34,888 1,123   33,765
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 76,000 32,533   35,608
25 Contributions, gifts, grants paid....... 405,700 405,700
26 Total expenses and disbursements. Add lines 24 and 25 481,700 32,533   441,308
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -441,779
b Net investment income (if negative, enter -0-) 98,816
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... 567,455 352,446 352,446
3 Accounts receivable bullet2,135
Less: allowance for doubtful accounts bullet   3,829 2,135 2,135
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)....... 3,742,374 Click to see attachment3,519,298 10,526,529
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)..........   Click to see attachment0 0
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) 4,313,658 3,873,879 10,881,110
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...........    
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 4,313,658 3,875,573
29 Total net assets or fund balances (see instructions)..... 4,313,658 3,875,573
30 Total liabilities and net assets/fund balances (see instructions). 4,313,658 3,875,573
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
4,313,658
2
Enter amount from Part I, line 27a .....................
2
-441,779
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,000
4
Add lines 1, 2, and 3 ..........................
4
3,873,879
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,873,879
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 Publicly-traded Securities      
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 655,013   752,074 -97,061
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       -97,061
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 -97,061
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 1,374
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  
3 Add lines 1 and 2........................... 3 1,374
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,374
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,238
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,238
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
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 1,864
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,864 RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
     
     
    .........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
    Catherine Caplin Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jeremy Caplin Dir, Pres
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Lee Caplin Dir, VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Michael Caplin Dir, Sec, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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.........................bullet  
    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
    9,218,739
    b
    Average of monthly cash balances.......................
    1b
    402,638
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,135
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,623,512
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,623,512
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    144,353
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,479,159
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    473,958
    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
    473,958
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,374
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    1,146
    c
    Add lines 2a and 2b............................
    2c
    2,520
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    471,438
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    2,000
    5
    Add lines 3 and 4............................
    5
    473,438
    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
    473,438
    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
    441,308
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    441,308
    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
    441,308
    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 7 473,438
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 19,210
    e From 2019......  
    fTotal of lines 3a through e........ 19,210
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 441,308
    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..... 441,308
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 19,210 19,210
    (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 ..........     		12,920
    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
             
    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).)
    NONE
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    24TH STREET THEATRE COMPANY
    1117 W 24TH ST
    LOS ANGELES,CA90007     		N/A PC General & Unrestricted 1,500
    A NOISE WITHIN
    3352 E FOOTHILL BLVD
    PASADENA,CA91107     		N/A PC General & Unrestricted 1,000
    ACTORS STUDIO
    432 W 44TH ST
    NEW YORK,NY10036     		N/A PC General & Unrestricted 1,500
    ADRIENNE ARSHT CENTER FOUNDATION INC
    1300 BISCAYNE BLVD
    MIAMI,FL33132     		N/A PC ARSHT Endowment 25,000
    ADVENTURES IN PRESERVATION
    3111 BROADWAY ST
    BOULDER,CO80304     		N/A PC In support of the Bannock, Montana project 300
    ALBEMARLE COUNTY HISTORICAL SOCIETY INC
    200 2ND ST NE
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 800
    ALBEMARLE COUNTY HISTORICAL SOCIETY INC
    200 2ND ST NE
    CHARLOTTESVLE,VA22902     		N/A PC Albemarle Charlottesville Historical Society (ACHS) on behalf of a Highland Descendants Council (HDC) and Casa Bianca Plantation Descendants reunion trip 1,100
    ALBEMARLE HIGH SCHOOL
    2775 HYDRAULIC RD
    CHARLOTTESVILLE,VA22901     		N/A GOV to help support students in their pursuit of the arts both within the school and through additional training and education outside of the school with specialized mentors and coaches 4,000
    ALBEMARLE SOCIETY FOR THE PREVENTION OF CRUELTY TO
    3355 BERKMAR DR
    CHARLOTTESVILLE,VA22901     		N/A PC General & Unrestricted 1,750
    ALLIANCE DEFENDING FREEDOM
    15100 N 90TH ST
    SCOTTSDALE,AZ85260     		N/A PC in support of the lawsuit in Connecticut to ban transgender boys from competing in girls athletics competitions in public schools 300
    AMAZON CONSERVATION ASSOCIATION
    1012 14TH ST NW STE 625
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 100
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF VIRGI
    701 E FRANKLIN ST STE 1412
    RICHMOND,VA23219     		N/A PC General & Unrestricted 250
    AMERICAN SHAKESPEARE CENTER
    20 S NEW ST 4TH FL
    STAUNTON,VA24401     		N/A PC General & Unrestricted 1,000
    AMERICAN UNIVERSITY-- WAMU 885
    4401 CONNECTICUT AVE NW
    WASHINGTON,DC20008     		N/A PC General & Unrestricted 500
    AMNESTY INTERNATIONAL OF THE USA INC
    311 43RD ST 7TH FL
    NEW YORK,NY10036     		N/A PC General & Unrestricted 250
    ANTAEUS COMPANY
    110 E BROADWAY
    GLENDALE,CA91205     		N/A PC General & Unrestricted 1,000
    APPALACHIAN VOICES
    589 W KING ST
    BOONE,NC28607     		N/A PC General & Unrestricted 1,000
    ASOLO THEATER INC
    5555 N TAMIAMI TRL
    SARASOTA,FL34243     		N/A PC General & Unrestricted 1,000
    ASPCA VETERINARY SERVICES OF NORTH CAROLINA PC
    25 HERITAGE DR
    ASHEVILLE,NC28806     		N/A PC General & Unrestricted 250
    ASSITEJ-USA INCORPORATED
    340 E 46TH ST
    NEW YORK,NY10017     		N/A PC General & Unrestricted 1,000
    AUDRE LORDE PROJECT INC
    85 S OXFORD ST BSMT
    BROOKLYN,NY11217     		N/A PC General & Unrestricted 125
    BELMONT ARTS COLLABORATIVE
    221 CARLTON RD STE 3
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 500
    BIG CAT HABITAT GULF COAST SANCTUARY INC
    PO BOX 50217
    SARASOTA,FL34232     		N/A PC General & Unrestricted 500
    BLACK EMOTIONAL AND MENTAL HEALTH COLLECTIVE
    PO BOX 27945
    LOS ANGELES,CA90027     		N/A PC General & Unrestricted 500
    BLACK LIVES MATTER FOUNDATION
    19197 GOLDEN VALLEY RD STE 313
    SANTA CLARITA,CA91387     		N/A PC General & Unrestricted 300
    BLANK THEATRE COMPANY
    PO BOX 1094
    LOS ANGELES,CA90078     		N/A PC General & Unrestricted 1,000
    BLUE RIDGE AREA FOOD BANK INC
    PO BOX 937
    VERONA,VA24482     		N/A PC General & Unrestricted 1,500
    BOYS & GIRLS CLUBS OF CENTRAL VIRGINIA
    PO BOX 707
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 500
    BRAIN INJURY ASSOCIATION OF AMERICA INC
    1608 SPRING HILL RD STE 110
    VIENNA,VA22182     		N/A PC General & Unrestricted 500
    BROADWAY CARES-EQUITY FIGHTS AIDS INC
    165 W 46TH ST STE 1300
    NEW YORK,NY10036     		N/A PC General & Unrestricted 1,000
    BROADWAY OC INC
    PO BOX 6039
    LONG BEACH,CA90806     		N/A PC General & Unrestricted 5,000
    BURNON INC
    1006 E MAIN ST
    VENTURA,CA93001     		N/A PC General & Unrestricted 1,500
    CAMEL KIDS FOUNDATION
    PO BOX 29858
    LOS ANGELES,CA90029     		N/A PC General & Unrestricted 250
    CANCER PATIENTS ALLIANCE
    312 1/2 FOUNTAIN AVE
    PACIFIC GROVE,CA93950     		N/A PC General & Unrestricted 500
    CELEBRATION PRODUCTIONS CORPORATION
    3141 HOLLYRIDGE DR
    HOLLYWOOD,CA90068     		N/A PC General & Unrestricted 1,000
    CENTER FOR BIOLOGICAL DIVERSITY INC
    PO BOX 710
    TUCSON,AZ85702     		N/A PC General & Unrestricted 500
    CENTER FOR NONPROFIT EXCELLENCE
    1701-A ALLIED ST
    CHARLOTTESVILLE,VA22903     		N/A PC General & Unrestricted 8,500
    CENTER THEATRE GROUP OF LOS ANGELES
    601 W TEMPLE ST
    LOS ANGELES,CA90012     		N/A PC Educational and community programming 1,000
    CENTRAL ASIA INSTITUTE
    PO BOX 7209
    BOZEMAN,MT59771     		N/A PC General & Unrestricted 500
    CHAPMAN GROVE BAPTIST CHURCH
    2064 STONY POINT RD
    CHARLOTTESVILLE,VA22911     		N/A PC General & Unrestricted 300
    CHARLOTTESVILLE AREA COMMUNITY FOUNDATION
    PO BOX 1767
    CHARLOTTESVLE,VA22902     		N/A PC The Emily Couric Leadership Forum Scholarship fund 1,000
    CHARLOTTESVILLE AREA COMMUNITY FOUNDATION
    PO BOX 1767
    CHARLOTTESVLE,VA22902     		N/A PC Emergency Response Fund 1,500
    CHARLOTTESVILLE AREA COMMUNITY FOUNDATION
    PO BOX 1767
    CHARLOTTESVLE,VA22902     		N/A PC Emily Couric Leadership Forum 300
    CHARLOTTESVILLE FREE CLINIC
    1138 ROSE HILL DR STE 200
    CHARLOTTESVLE,VA22903     		N/A PC General & Unrestricted 1,250
    CHARLOTTESVILLE OPERA
    PO BOX 2498
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 1,000
    CHARLOTTESVILLE TOMORROW
    PO BOX 1591
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 250
    CITTA
    67 HUDSON ST BOX TH1
    NEW YORK,NY10013     		N/A PC General & Unrestricted 375
    CITY OF BURLINGTON ANIMAL SERVICES DEPT
    221 STONE QUARRY RD
    Burlington,NC27217     		N/A GOV General & Unrestricted 400
    CITY OF PROMISE INC
    PO BOX 5628
    CHARLOTTESVLE,VA22905     		N/A PC General & Unrestricted 1,000
    COEURAGE THEATRE
    1425 N OGDEN DR
    LOS ANGELES,CA90046     		N/A PC General & Unrestricted 1,000
    COMMUNITIES IN SCHOOLS OF NOVA INC
    PO BOX 3512
    ALEXANDRIA,VA22302     		N/A PC General & Unrestricted 3,000
    CONGREGATION BETH ISRAEL
    PO BOX 320
    CHARLOTTESVILLE,VA22902     		N/A PC 2020-21 Foundation Pledge 3,375
    CONGREGATION BETH ISRAEL
    PO BOX 320
    CHARLOTTESVILLE,VA22902     		N/A PC Annual new year appeal 1,000
    CONGREGATION BETH ISRAEL
    PO BOX 320
    CHARLOTTESVILLE,VA22902     		N/A PC Tzedakah Fund 250
    CONSERVATION FOUNDATION OF THE GULF COAST INC
    PO BOX 902
    OSPREY,FL34229     		N/A PC General & Unrestricted 500
    COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I
    151 ELLIS ST NE
    ATLANTA,GA30303     		N/A PC General & Unrestricted 250
    COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I
    151 ELLIS ST NE
    ATLANTA,GA30303     		N/A PC To supply Thanksgiving Dinners to those in need 500
    COVENANT PRESBYTERIAN CHURCH
    32 SOUTHGATE COURT STE 101
    HARRISONBURG,VA22801     		N/A PC The Mercy Fund 300
    CROWLEY MUSEUM AND NATURE CENTER INC
    16405 MYAKKA RD
    SARASOTA,FL34240     		N/A PC General & Unrestricted 1,000
    CRYSTAL CATHEDRAL CHURCH OF CHRIST
    PO BOX 53
    DILLWYN,VA23936     		N/A PC For award scholarships to worthy congregation members or their children 2,500
    CURESEARCH FOR CHILDRENS CANCER
    4600 E W HWY
    BETHESDA,MD20814     		N/A PC General & Unrestricted 400
    DEAF WEST THEATRE COMPANY INC
    10563 AMBERWOOD LN
    NORTHRIDGE,CA91326     		N/A PC General & Unrestricted 2,000
    DIRECT RELIEF
    6100 WALLACE BECKNELL RD
    SANTA BARBARA,CA93117     		N/A PC General & Unrestricted 1,000
    DREAM A WORLD EDUCATION
    1707 S CRESCENT HEIGHTS BLVD
    LOS ANGELES,CA90035     		N/A PC General & Unrestricted 500
    Duke Comprehensive Cancer Center
    POST OFC BOX 3828-DUMC
    Durham,NC27710     		N/A PC In support of the DCI Breast Cancers Fund 3,050
    DUKE UNIVERSITY
    PO BOX 90600
    DURHAM,NC27708     		N/A PC Iron Dukes Varsity Fencing Club 10,000
    DUKE UNIVERSITY
    PO BOX 90581
    DURHAM,NC27708     		N/A PC Duke Lemur Center, sarah duke gardens and the duke evensong choir 1,500
    EARTH UNIVERSITY FOUNDATION
    151 ELLIS ST NE FL 1 STE 133
    ATLANTA,GA30303     		N/A PC General & Unrestricted 1,000
    EAST-WEST PLAYERS INC
    120 JUDGE JOHN AISO ST
    LOS ANGELES,CA90012     		N/A PC General & Unrestricted 1,000
    ECHO THEATER COMPANY
    12400 VENTURA BLVD NUM 165
    STUDIO CITY,CA91604     		N/A PC General & Unrestricted 1,000
    EL TEATRO CAMPESINO
    PO BOX 1240
    SN JUN BATSTA,CA95045     		N/A PC General & Unrestricted 2,500
    ELLIS MARSALIS CENTER FOR MUSIC INC
    323 BROADWAY
    CAMBRIDGE,MA02139     		N/A PC General & Unrestricted 2,500
    EMERGENCY FOOD NETWORK INC
    PO BOX 4373
    CHARLOTTESVILLE,VA22905     		N/A PC General & Unrestricted 1,000
    ENSEMBLE THEATRE COMPANY OF SANTA BARBARA INC
    PO BOX 2307
    SANTA BARBARA,CA93120     		N/A PC Extraordinary Times Campaign and outreach programming 500
    EPICENTER OF MONTEREY
    20 MAPLE ST
    SALINAS,CA93901     		N/A PC General & Unrestricted 150
    EQUALITY VIRGINIA
    530 E MAIN ST STE 600
    RICHMOND,VA23219     		N/A PC General & Unrestricted 300
    EUGENE ONEILL MEMORIAL THEATER CENTER INC
    305 GREAT NECK RD
    WATERFORD,CT06385     		N/A PC General & Unrestricted 1,000
    EVIDENCE ACTION INC
    PO BOX 65480
    WASHINGTON,DC20035     		N/A PC General & Unrestricted 500
    FIRST STAGE INC
    PO BOX 9384
    MCLEAN,VA22102     		N/A PC General & Unrestricted 1,000
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH ST MARC 531
    MIAMI,FL33199     		N/A PC CARTA iSTAR 60,000
    FLORIDA STUDIO THEATRE INC
    1241 N PALM AVE
    SARASOTA,FL34236     		N/A PC General & Unrestricted 2,000
    FOOTHILLS CHILD ADVOCACY CENTER
    1106 E HIGH ST STE 100
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 5,800
    FOUNDATION FOR DIVERSITY IN THE ARTS
    170 DARLING RD
    SALEM,CT06420     		N/A PC General & Unrestricted 1,000
    FOUNDATION FOR DIVERSITY IN THE ARTS
    170 DARLING RD
    SALEM,CT06420     		N/A PC To fund Manager Salary for the upcoming festival and upcoming programming 1,500
    FOUNTAIN THEATRE
    5060 FOUNTAIN AVE
    LOS ANGELES,CA90029     		N/A PC General & Unrestricted 2,000
    FOUR COUNTY PLAYERS INC
    PO BOX 1
    BARBOURSVILLE,VA22923     		N/A PC General & Unrestricted 500
    FRACTURED ATLAS INC
    PO BOX 55
    HARTSDALE,NY10530     		N/A PC MuGuffy Art Center 500
    FRACTURED ATLAS INC
    PO BOX 55
    HARTSDALE,NY10530     		N/A PC Kids Dance Inc. 2,500
    FRIENDS OF ESMONT INC
    210 10TH ST NE APT 301
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 1,000
    FRIENDS OF ESMONT INC
    210 10TH ST NE APT 301
    CHARLOTTESVLE,VA22902     		N/A PC To help with the upcoming publication of a new book about the history of Esmont and Alberene, VA 1,500
    FRIENDS OF THE NATIONAL ZOO
    PO BOX 37012 MRC 5516
    WASHINGTON,DC20013     		N/A PC General & Unrestricted 3,000
    FRIENDS OF THE OSA
    1012 14TH ST NW STE 625
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 500
    FRIENDS OF THE PASADENA PLAYHOUSE
    4910 ROCKLAND PL
    LA CANADA,CA91101     		N/A PC General & Unrestricted 5,000
    FRONT PORCH CVILLE
    221 E WATER ST
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 350
    GAY AND LESBIAN COMMUNITY CENTER OF SOUTHERN NEVAD
    401 S MARYLAND PKWY
    LAS VEGAS,NV89101     		N/A PC General & Unrestricted 500
    GAY MENS HEALTH CRISIS INC
    307 W 38TH ST 7TH FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 250
    GEORGE WASHINGTON UNIVERSITY
    2033 K ST STE 300
    WASHINGTON,DC20052     		N/A PC the Mary Ellen Caplin Scholarship fund in psychology 5,000
    GIRLS WRITE NOW INC
    247 W 37TH ST STE 1000
    NEW YORK,NY10018     		N/A PC General & Unrestricted 125
    GOLDEN RAINBOW OF NEVADA INC
    714 E SAHARA AVE STE 101
    LAS VEGAS,NV89104     		N/A PC General & Unrestricted 250
    GRACKLE ART GALLERY INC
    4621 EL CAMPO AVE
    FORT WORTH,TX76107     		N/A PC General & Unrestricted 300
    GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS
    3939 CAMPBELL AVE
    ARLINGTON,VA22206     		N/A PC General & Unrestricted 500
    GREEN DOGS UNLEASHED INC
    1171 N BOSTON RD
    TROY,VA22974     		N/A PC to buy replacement flowering bulbs for the garden 200
    GREENSBORO OPERA COMPANY
    200 N DAVIE STBOX 17
    GREENSBORO,NC27401     		N/A PC General & Unrestricted 500
    GREENWOOD
    80 ACADEMY ST
    SOUTH BERWICK,ME03908     		N/A PC General & Unrestricted 2,000
    GROUP REPERTORY THEATRE
    10900 BURBANK BLVD
    N HOLLYWOOD,CA91601     		N/A PC General & Unrestricted 500
    HARRISONBURG-ROCKINGHAM HISTORICAL SOCIETY
    PO BOX 716
    DAYTON,VA22821     		N/A PC General & Unrestricted 300
    HAVEN AT FIRST & MARKET INC
    112 W MARKET ST
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 500
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE - HIL
    1824 UNIVERSITY CIR
    CHARLOTTESVILLE,VA22903     		N/A PC General & Unrestricted 250
    HISTORIC STAUNTON FOUNDATION INC
    20 S NEW ST
    STAUNTON,VA24401     		N/A PC These funds are to help fight against the horrific plans for the historic courthouse annex and the demolition of Barrister's Row 500
    HORIZONS FOR HOMELESS CHILDREN INC
    1705 COLUMBUS AVE
    ROXBURY,MA02119     		N/A PC General & Unrestricted 300
    HOSPICE OF THE PIEDMONT INC
    675 PETER JEFFERSON PKWY STE 3
    CHARLOTTESVILLE,VA22911     		N/A PC General & Unrestricted 750
    HOUSE OF RUTH
    5 THOMAS CIR NW
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 250
    IAMA THEATRE COMPANY
    19248 CELTIC ST
    PORTER RANCH,CA91326     		N/A PC General & Unrestricted 1,000
    INDIAN VILLAGE ASSEMBLY OF GOD
    13312 U S HWY 190 E
    LIVINGSTON,TX77351     		N/A PC General & Unrestricted 300
    INLAND VALLEY REPERTORY THEATRE INC
    PO BOX 7743
    LA VERNE,CA91750     		N/A PC General & Unrestricted 6,000
    INTERACT THEATRE COMPANY
    11333 MOORPARK ST PMB 391
    NORTH HOLLYWOOD,CA91602     		N/A PC General & Unrestricted 2,000
    INTERLOCHEN CENTER FOR THE ARTS
    PO BOX 199
    INTERLOCHEN,MI49643     		N/A PC orchestrating archival videoing of the Musical Theatre Revue for students, marketing purposes at the end of the program, and for supplementing the program as needed 1,000
    INTERNATIONAL CITY THEATRE
    67 LONG BEACH BLVD
    LONG BEACH,CA90802     		N/A PC General & Unrestricted 2,000
    INTERNATIONAL NEIGHBORS
    224 9TH ST SW STE A
    CHARLOTTESVLE,VA22903     		N/A PC General & Unrestricted 500
    INTERNATIONAL NEIGHBORS
    224 9TH ST SW STE A
    CHARLOTTESVLE,VA22903     		N/A PC Funds are for the Charlottesville Friends Meeting to support their transportation costs for the Learning Pods Program 1,200
    INTERNATIONAL PLANNED PARENTHOOD FEDERATION
    125 MAIDEN LN 9TH FL
    NEW YORK,NY10038     		N/A PC General & Unrestricted 250
    ISLAND PRESS
    700 12TH ST NW STE 700 PMB 95497
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 500
    JABBERWOCKY THEATRE COMPANY
    12405 VENICE BLVD STE 153
    LOS ANGELES,CA90066     		N/A PC General & Unrestricted 1,500
    KIND INC
    1201 L ST NW FL 2
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 500
    LEUKEMIA & LYMPHOMA SOCIETY INC
    3 INTERNATIONAL DR STE 200
    RYE BROOK,NY10573     		N/A PC General & Unrestricted 1,000
    LITERACY VOLUNTEERS OF CHARLOTTESVILLE-ALBEMARLE
    233 4TH ST NW STE L
    CHARLOTTESVLE,VA22903     		N/A PC General & Unrestricted 300
    LIVE ARTS INC
    PO BOX 1231
    CHARLOTTESVILLE,VA22902     		N/A PC Contribution for Supporting Sponsor of The Aliens 3,000
    LIVE ARTS INC
    PO BOX 1231
    CHARLOTTESVILLE,VA22902     		N/A PC In support of the LiveArts production of The Humans 2,500
    LOVELAND FOUNDATION INC
    320 7TH AVE 263
    BROOKLYN,NY11215     		N/A PC General & Unrestricted 400
    LOWER DEPTH THEATRE ENSEMBLE
    11135 WEDDINGTON ST APT 450
    N HOLLYWOOD,CA91601     		N/A PC General & Unrestricted 500
    LYMELIGHT FOUNDATION INC
    1229 BURLINGAME AVE STE 205
    BURLINGAME,CA94010     		N/A PC General & Unrestricted 2,000
    LYMPHOMA RESEARCH FOUNDATION
    WALL ST PLZ 88 PINE ST
    NEW YORK,NY10005     		N/A PC General & Unrestricted 500
    MCINTIRE BOTANICAL GARDEN INC
    200 GARRETT ST STE H
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 300
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741     		N/A PC General & Unrestricted 2,000
    MEDIA MATTERS FOR AMERICA
    PO BOX 52155
    WASHINGTON,DC20091     		N/A PC General & Unrestricted 250
    MIAMI BEACH K9 KNIGHTS INC
    300 S POINTE DR APT 2601
    MIAMI BEACH,FL33139     		N/A PC General & Unrestricted 1,000
    MIDDLE OAK BAPTIST CHURCH
    4735 PRESIDENTS RD
    SCOTTSVILLE,VA24590     		N/A PC For the purchase of the new out-building 4,000
    MILTON ACADEMY - THE MOUNTAIN SCHOOL
    151 MOUNTAIN SCHOOL RD
    VERSHIRE,VT05079     		N/A PC General & Unrestricted 750
    MONTEREY PENINSULA PRIDE
    PO BOX 893
    SEASIDE,CA93955     		N/A PC General & Unrestricted 100
    MPT FOUNDATION INC
    11767 OWINGS MILLS BLVD
    OWINGS MILLS,MD21117     		N/A PC General & Unrestricted 500
    MUSICAL THEATRE GUILD
    13333 VENTURA BLVD STE 201
    SHERMAN OAKS,CA91423     		N/A PC General & Unrestricted 1,000
    MUSICAL THEATRE WEST
    4350 E 7TH ST
    LONG BEACH,CA90804     		N/A PC General & Unrestricted 1,500
    NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC
    40 RECTOR ST 5TH FL
    NEW YORK,NY10006     		N/A PC General & Unrestricted 1,400
    NATIONAL PUBLIC RADIO INC
    PO BOX 791490
    BALTIMORE,MD21279     		N/A PC General & Unrestricted 2,000
    NATIONAL WORLD WAR II MUSEUM INC
    945 MAGAZINE ST
    NEW ORLEANS,LA70130     		N/A PC to sponsor an 18" X 12 " Victory paver in the honor of Mortimer Caplin who was a Navy Beachmaster during the Normandy Invasion 3,000
    NATURAL RESOURCES DEFENSE COUNCIL INC
    40 W 20TH ST 11TH FL
    NEW YORK,NY10011     		N/A PC General & Unrestricted 1,000
    NATURE CONSERVANCY
    4245 N FAIRFAX DR STE 100
    ARLINGTON,VA22203     		N/A PC General & Unrestricted 750
    NEW BEGINNINGS CHRISTIAN COMMUNITY
    1515 STONEY CREEK DR
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 400
    NEW MUSICALS INC
    5628 VINELAND AVE
    N HOLLYWOOD,CA91601     		N/A PC General & Unrestricted 1,500
    NEW VICTORY THEATRE
    3326 W VICTORY BLVD
    BURBANK,CA91505     		N/A PC General & Unrestricted 2,500
    NEW YORK LIVE ARTS INC
    219 W 19TH ST
    NEW YORK,NY10011     		N/A PC Mystical Feet Company 1,000
    NORTH COAST REPERTORY THEATRE A NON PROFIT CORPORA
    987 LOMAS SANTA FE DR STE D
    SOLANA BEACH,CA92075     		N/A PC General & Unrestricted 1,000
    OCEAN CONSERVANCY INC
    1300 19TH ST NW 8TH FL
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 500
    OCEANA INC
    1025 CONNECTICUT AVE NW STE 200
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 250
    OGLALA LAKOTA COLLEGE
    PO BOX 490
    KYLE,SD57752     		N/A PC General & Unrestricted 200
    ORANGE COUNTY ANIMAL SHELTER
    11362 PORTER RD
    ORANGE,VA22960     		N/A GOV General & Unrestricted 200
    ORATORIO SOCIETY OF RICHMOND
    4020 HUNTERS RIDGE DR
    MOSELEY,VA23120     		N/A PC General & Unrestricted 500
    PACEM
    PO BOX 14
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 500
    PACIFIC REPERTORY THEATRE
    PO BOX 222035
    CARMEL,CA93922     		N/A PC General & Unrestricted 250
    PALESTINE CHILDRENS RELIEF FUND
    PO BOX 1926
    KENT,OH44240     		N/A PC General & Unrestricted 100
    PARTNERS IN HEALTH A NONPROFIT CORPORATION
    PO BOX 996
    FREDERICK,MD21705     		N/A PC General & Unrestricted 2,125
    PATCHOGUE VILLAGE CENTER FOR THE PERFORMING ARTS I
    PO BOX 2400
    PATCHOGUE,NY11772     		N/A PC General & Unrestricted 250
    PENCILS OF PROMISE INCORPORATED
    37 W 28TH ST 3RD FL
    NEW YORK,NY10001     		N/A PC General & Unrestricted 100
    PHILANTHROPIC VENTURES FOUNDATION
    1222 PRESERVATION PARK WAY
    OAKLAND,CA94612     		N/A PC Libraries Without Borders 625
    PIEDMONT COURT APPOINTED SPECIAL ADVOCATES INC
    818 E HIGH ST
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 500
    PIEDMONT ENVIRONMENTAL COUNCIL
    45 HORNER ST
    WARRENTON,VA20186     		N/A PC General & Unrestricted 750
    PILGRIM BAPTIST CHURCH
    211 ALBEMARLE ST
    CHARLOTTESVILLE,VA22903     		N/A PC General & Unrestricted 300
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    123 WILLIAMS ST 10TH FL
    NEW YORK,NY10038     		N/A PC General & Unrestricted 1,000
    PLANNED PARENTHOOD SOUTH ATLANTIC
    100 S BOYLAN AVE
    RALEIGH,NC27603     		N/A PC General & Unrestricted 5,000
    PLAYWRIGHTS ARENA
    514 S SPRING ST
    LOS ANGELES,CA90013     		N/A PC General & Unrestricted 2,000
    PLEASANT GROVE BAPTIST CHURCH
    PO BOX 751
    EARLYSVILLE,VA22936     		N/A PC General & Unrestricted 500
    POTOMAC SCHOOL
    1301 POTOMAC SCHOOL RD
    MCLEAN,VA22101     		N/A PC General & Unrestricted 500
    PRESERVATION PIEDMONT
    PO BOX 2803
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 1,000
    PRESERVERS OF THE DAUGHTERS OF ZION CEMETERY
    201 6TH ST NW
    CHARLOTTESVILLE,VA22903     		N/A PC General & Unrestricted 1,000
    PREVENT CHILD ABUSE AMERICA
    228 S WABASH AVE FL 10
    CHICAGO,IL60604     		N/A PC General & Unrestricted 125
    PRO PUBLICA INC
    155 AVE OF THE AMERICAS 13TH FL
    NEW YORK,NY10013     		N/A PC General & Unrestricted 250
    PROJECT A W A R E FOUNDATION
    30151 TOMAS STE 200
    RANCHO SANTA MARGARITA,CA92688     		N/A PC General & Unrestricted 500
    PROJECT PROSPER
    2815 EDWARDS AVE S
    ST PETERSBURG,FL33705     		N/A PC General & Unrestricted 250
    PROTECT OUR PARKS
    3300 N LAKESHORE DR APT 10
    CHICAGO,IL60657     		N/A PC Legal expenses toward keeping the proposed library out of public parks 500
    READYKIDS INC
    1000 E HIGH ST
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 250
    RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA -
    PO BOX 400869
    CHARLOTTESVILLE,VA22904     		N/A PC Virginia Film Festival 1,500
    RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA -
    PO BOX 400811
    CHARLOTTESVILLE,VA22904     		N/A PC General & Unrestricted 250
    RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA -
    PO BOX 400811
    CHARLOTTESVILLE,VA22904     		N/A PC WTJU 91.1 FM radio program 250
    RESCUED HEARTS ANIMAL SHELTER
    726 SANTA FE AVE
    ORMOND BEACH,FL32174     		N/A PC General & Unrestricted 500
    RICHMOND FENCING CLUB
    3411 1/2 CARLTON ST
    RICHMOND,VA23230     		N/A PC General & Unrestricted 1,000
    RIVANNA CONSERVATION ALLIANCE
    PO BOX 1503
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 250
    ROBERT LOUIS STEVENSON SCHOOL
    3152 FOREST LAKE RD
    PEBBLE BEACH,CA93953     		N/A PC General & Unrestricted 250
    ROCKFISH WILDLIFE SANCTUARY INC
    5450 WHEELERS COVE RD
    SHIPMAN,VA22971     		N/A PC General & Unrestricted 500
    SAFE CHILDREN FOUNDATION
    PO BOX 148
    FAIRFAX,VA22038     		N/A PC General & Unrestricted 500
    SAMARITANS
    PO BOX 576
    HORN LAKE,MS38637     		N/A PC General & Unrestricted 150
    SAN DIEGO MUSICAL THEATRE
    4650 MERCURY ST
    SAN DIEGO,CA92111     		N/A PC General & Unrestricted 1,500
    SANTA MONICA GROUP THEATRE
    1211 4TH ST
    SANTA MONICA,CA90401     		N/A PC General & Unrestricted 1,000
    SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC
    PO BOX 1754
    SARASOTA,FL34230     		N/A PC General & Unrestricted 500
    SARASOTA BAY WATCH INC
    PO BOX 1141
    OSPREY,FL34229     		N/A PC These funds are to sponsor 300 clams in Sarasota Bay 300
    SEATTLE CHILDRENS THEATRE ASSOCIATION
    201 THOMAS ST
    SEATTLE,WA98109     		N/A PC General & Unrestricted 750
    SHARE OUR STRENGTH
    1030 15TH ST NW STE 1100W
    WASHINGTON,DC20005     		N/A PC Breakfast Program 1,500
    SHARE OUR STRENGTH
    1030 15TH ST NW STE 1100W
    WASHINGTON,DC20005     		N/A PC No Kid Hungry 500
    SHARE OUR STRENGTH
    1030 15TH ST NW STE 1100W
    WASHINGTON,DC20005     		N/A PC No Kid Hungry in Virginia 2,500
    SHELTER TRANSPORT ANIMAL RESCUE TEAM
    12939 BLOOMFIELD ST
    STUDIO CITY,CA91604     		N/A PC General & Unrestricted 650
    SIDE BY SIDE VA INC
    PO BOX 5542
    RICHMOND,VA23220     		N/A PC This donation is to support CHARLOTTESVILLE PROGRAms 2,000
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVE NW
    WASHINGTON,DC20016     		N/A PC Class of 1969 Scholarship fund 1,000
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVE NW
    WASHINGTON,DC20016     		N/A PC Maintenance or equipment for the Mary Ellen Caplin theatre 3,000
    SIERRA MADRE PLAYHOUSE
    PO BOX 123
    SIERRA MADRE,CA91025     		N/A PC General & Unrestricted 2,000
    SKYLIGHT THEATRE COMPANY
    1816 12 N VERMONT AVE
    LOS ANGELES,CA90027     		N/A PC General & Unrestricted 1,500
    SOCIETY OF ST VINCENT DE PAUL HOLY TRINITY CONFERE
    401 ALDERMAN RD
    CHARLOTTESVLE,VA22903     		N/A PC General & Unrestricted 1,000
    SOME INC
    71 O ST NW
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 500
    SOUTH ORANGE COUNTY COMMUNITY THEATRE
    31776 EL CAMINO REAL
    SAN JUAN CAPO,CA92675     		N/A PC General & Unrestricted 1,000
    SOUTHERN ENVIRONMENTAL LAW CENTER
    201 W MAIN ST STE 14
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 9,000
    SOUTHERN POVERTY LAW CENTER INC
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		N/A PC General & Unrestricted 500
    STAGE DIRECTORS & CHOREOGRAPHERS WORKSHOP FOUNDATI
    321 W 44TH ST STE 804
    NEW YORK,NY10036     		N/A PC General & Unrestricted 1,500
    SYLVIA RIVERA LAW PROJECT INC
    147 W 24TH ST 5TH FL
    NEW YORK,NY10011     		N/A PC General & Unrestricted 125
    TANDEM FRIENDS SCHOOL
    279 TANDEM LN
    CHARLOTTESVLE,VA22902     		N/A PC These funds are in support of the construction of the new dining pavilion 10,000
    THE ACTORS FUND OF AMERICA
    729 7TH AVE 10TH FL
    NEW YORK,NY10019     		N/A PC General & Unrestricted 1,000
    THE CHANCE THEATER
    5522 E LA PALMA AVE
    ANAHEIM,CA92807     		N/A PC General & Unrestricted 2,000
    THE DANCE RESOURCE CENTER OF GREATER LOS ANGELES
    1976 S LA CIENEGA BLVD C216
    LOS ANGELES,CA90034     		N/A PC Arts for All Programming 1,500
    THE EDGAR AND ELEANOR SHANNON FDN FOR EXCELLENCE I
    1368 REAS FORD RD
    EARLYSVILLE,VA22936     		N/A PC General & Unrestricted 1,000
    THE LAGUNA PLAYHOUSE
    606 LAGUNA CANYON RD
    LAGUNA BEACH,CA92651     		N/A PC General & Unrestricted 1,500
    THE NEW YORK CENTER FOR CHILDREN
    333 E 70TH ST
    NEW YORK,NY10021     		N/A PC General & Unrestricted 1,000
    THE OPEN FIST THEATRE COMPANY INC
    14535 ARMINTA ST UNIT E
    VAN NUYS,CA91402     		N/A PC General & Unrestricted 500
    THE OPEN FIST THEATRE COMPANY INC
    14535 ARMINTA ST UNIT E
    VAN NUYS,CA91402     		N/A PC On going operations 250
    THE PARAMOUNT THEATER INC
    215 E MAIN ST
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 1,000
    THE WOMENS INITIATIVE
    1101 E HIGH ST STE A
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 1,000
    THEATRE AT BOSTON COURT
    PO BOX 60187
    PASADENA,CA91116     		N/A PC General & Unrestricted 2,000
    THOMAS JEFFERSON FOUNDATION INC
    PO BOX 217
    CHARLOTTESVILLE,VA22902     		N/A PC Charitable Event 5,000
    TOWN OF GORDONSVILLE
    PO BOX 276
    GORDONSVILLE,VA22942     		N/A GOV This donation is for the town Flag Fund 300
    TRANS STUDENT EDUCATIONAL RESOURCES
    1615 KING ST
    SANTA CRUZ,CA95060     		N/A PC General & Unrestricted 150
    TRINITY PRESBYTERIAN CHURCH
    3101 FONTAINE AVE EXD
    CHARLOTTESVILLE,VA22903     		N/A PC General & Unrestricted 100
    UNION OF CONCERNED SCIENTISTS INC
    2 BRATTLE SQ STE 6
    CAMBRIDGE,MA02138     		N/A PC General & Unrestricted 500
    UNION RESCUE MISSION
    545 S SAN PEDRO ST
    LOS ANGELES,CA90013     		N/A PC General & Unrestricted 250
    UNION RIDGE BAPTIST CHURCH
    2980 HYDRAULIC RD
    CHARLOTTESVILLE,VA22901     		N/A PC General & Unrestricted 500
    UNITED PRESBYTERIAN CHURCH IN THE USA - FIRST PRES
    1760 N GOWER ST
    LOS ANGELES,CA90028     		N/A PC General & Unrestricted 2,000
    UNITED WAY-THOMAS JEFFERSON AREA
    806 E HIGH ST
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 1,500
    UNITED WAY-THOMAS JEFFERSON AREA
    806 E HIGH ST
    CHARLOTTESVILLE,VA22902     		N/A PC Rent payment support for unemployed people unable to afford rent payments 1,000
    UNIVERSITY OF VIRGINIA
    PO BOX 400204
    CHARLOTTESVILLE,VA22904     		N/A PC Department Of Drama: Ruth Caplin Award In Dance 5,000
    UNIVERSITY OF VIRGINIA
    PO BOX 400204
    CHARLOTTESVILLE,VA22904     		N/A PC UVA Fund for the Arts - Caplin Guest Artist Endowment 5,000
    UNIVERSITY OF VIRGINIA ANNUAL FUND
    PO BOX 400807
    CHARLOTTESVILLE,VA22904     		N/A PC Charitable Event 1,000
    UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION
    580 MASSIE RD
    CHARLOTTESVILLE,VA22903     		N/A PC General & Unrestricted 1,000
    UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION
    580 MASSIE RD
    CHARLOTTESVILLE,VA22903     		N/A PC Caplin Center for Public Service 5,000
    UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION
    580 MASSIE RD
    CHARLOTTESVILLE,VA22903     		N/A PC Honor the Future Campaign 2,000
    URBANITE THEATRE INC
    14872ND ST
    SARASOTA,FL34236     		N/A PC General & Unrestricted 300
    VICTORY HALL OPERA
    PO BOX 72
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 500
    VIRGINIA INSTITUTE OF AUTISM INCORPORATED
    943 GLENWOOD STA LN
    CHARLOTTESVILLE,VA22901     		N/A PC General & Unrestricted 500
    VIRGINIA ORGANIZING INC
    703 CONCORD AVE
    CHARLOTTESVILLE,VA22903     		N/A PC The Alyssa House 750
    VIRGINIA OUTDOORS FOUNDATION
    39 GARRETT ST STE 200
    WARRENTON,VA20186     		N/A GOV General & Unrestricted 500
    VIRGINIA STUDENT AID FOUNDATION - VIRGINIA ATHLETI
    PO BOX 400833
    CHARLOTTESVILLE,VA22904     		N/A PC Annual Fund 2,500
    VIRGINIA STUDENT AID FOUNDATION - VIRGINIA ATHLETI
    PO BOX 400833
    CHARLOTTESVILLE,VA22904     		N/A PC Capital Campaign 5,000
    VIRGINIA STUDENT AID FOUNDATION - VIRGINIA ATHLETI
    PO BOX 400833
    CHARLOTTESVILLE,VA22904     		N/A PC Foundation Pledge Fulfillment 2,500
    VIRGINIA TECH FOUNDATION INC
    902 PRICES FORK RD STE 4500
    BLACKSBURG,VA24061     		N/A PC General & Unrestricted 500
    VIRGINIA TECH FOUNDATION INC
    902 PRICES FORK RD STE 4500
    BLACKSBURG,VA24061     		N/A PC Charitable Event 300
    VIRGINIA TECH FOUNDATION INC
    902 PRICES FORK RD STE 4500
    BLACKSBURG,VA24061     		N/A PC WVTF Charlottesville Public Radio 500
    VOLUNTEERS IN PSYCHOTHERAPY INC
    7 S MAIN ST
    WEST HART FORD,CT06107     		N/A PC General & Unrestricted 500
    WAKE FOREST BAPTIST CHURCH
    3075 ROLLING RD
    SCOTTSVILLE,VA24590     		N/A PC General & Unrestricted 300
    WESLEYAN UNIVERSITY The Wesleyan Fund
    318 HIGH ST
    MIDDLETOWN,CT06459     		N/A PC These funds are to support Wesleyan Men's Rugby 300
    WEST VIRGINIA LAND TRUST INC
    PO BOX 11823
    CHARLESTON,WV25339     		N/A PC These funds are contributed towards the long-term protection of the Jenkinsburg River Access on the Cheat and Big Sandy Rivers 300
    WESTMINSTER PRESBYTERIAN CHURCH
    400 RUGBY RD
    CHARLOTTESVILLE,VA22903     		N/A PC Half of these funds should be used to support the Organ Recital program led by J. Schakel; the balance is for general church funds for any use 1,000
    WESTMINSTER PRESBYTERIAN CHURCH
    400 RUGBY RD
    CHARLOTTESVILLE,VA22903     		N/A PC These funds are given to help with the expense of repairing the brick wall in front of the church 500
    WILDLIFE CENTER OF VIRGINIA
    PO BOX 1557
    WAYNESBORO,VA22980     		N/A PC These funds are to help with feeding the bears 500
    WILLIAMS COLLEGE
    75 PARK ST
    WILLIAMSTOWN,MA01267     		N/A PC Graduated Parents Fund 500
    WILLIAMS COLLEGE
    75 PARK ST
    WILLIAMSTOWN,MA01267     		N/A PC Parents Fund 500
    WOMENS REFUGEE COMMISSION INC
    15 W 37TH ST 9TH FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 100
    WOODWELL CLIMATE RESEARCH CENTER INC
    149 WOODS HOLE RD
    FALMOUTH,MA02540     		N/A PC General & Unrestricted 1,250
    WORLD WILDLIFE FUND INC
    1250 24TH ST NW
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 1,000
    YOUTH ORCHESTRAS OF CENTRAL VIRGINIA INC
    PO BOX 4845
    CHARLOTTESVLE,VA22905     		N/A PC General & Unrestricted 500
    ZEPHYRUS
    1702 KING MOUNTAIN RD
    CHARLOTTESVLE,VA22901     		N/A PC General & Unrestricted 300
    Total .................................bullet 3a 405,700
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		    14 920  
    4 Dividends and interest from securities....     14 128,378  
    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 -99,837  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPROCEEDS FROM WRITTEN OFF ASSET     		    01 2,051  
    bFederal Tax Refund     01 747  
    cINCOME FROM MINING & LEASEHOLD INTERESTS 211110 7,662      
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 7,662 32,259  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    39,921
    (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

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    TY 2020 DepreciationSchedule
    Name:
    Caplin Foundation
    EIN:
    52-6078981
    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

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Caplin Foundation
    EIN:
    52-6078981
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AIA GROUP LTD ADR 8,613 11,153
    AIR PRODS & CHEM INC 53,933 58,196
    ALCON INC 5,065 5,872
    ALIBABA GROUP HOLDING LTD 14,059 16,989
    ALTRIA GROUP INC 43,775 42,968
    AMCOR LTD ORD SHS 3,847 4,626
    APPLE INC 41,349 102,437
    ASML HOLDING NV NY REG SHS 2,714 5,365
    BANCO BRADESCO S.A. SPONS ADR 5,289 3,577
    BEIERSDORF AG ADR EACH REPR 0. 4,917 4,854
    BERKSHIRE HATHAWAY INC. CLASS 82,617 92,980
    BLACKROCK INC 49,622 83,699
    BNS CAP 99.83% SV 27,14 114,630 128,958
    BRITISH AMERICAN TOBACCO PLC 3,540 3,674
    BROADCOM INC 10,390 15,763
    CALRSBERG AS SP ADR REP B 5,151 5,719
    CANADIAN NATL RAILWAY CO 10,104 12,084
    CGI INC 14,819 15,386
    CHEVRON CORP 53,308 41,465
    CHINA MENGNIU DAIRY COMPANY AD 4,252 7,062
    CINCINNATI FINANCIAL CORP 46,357 36,084
    CISCO SYSTEMS INC 58,380 53,700
    COMCAST CORP 53,141 54,706
    CRITEO SA 3,446 4,102
    CROWN CASTLE INTL 53,452 60,651
    CSL LTD 2,775 3,745
    DANAHER CORP 17,254 5,627,694
    DEUTSCHE BOERSE ADR 9,663 10,850
    DIAGEO PLC ADS 62,178 61,459
    DOMINION ENERGY INC 53,167 52,114
    EATON VANCE FLOATING RATE FUND 50,006 48,652
    FANUC LIMITED UNSPONSORED 3,611 6,024
    FASTENAL COMPANY 33,627 50,979
    FLUTTER ENTMT PLC ADR 6,204 13,038
    FORTIVE CORPORATION 4,578 897,147
    FRANKLIN RES INC 24,645 21,816
    FRANKLIN STREET PROPERTIES COR 89,984 75,549
    GRUPO AEROPORTUARIO DEL ADR 5,131 7,345
    HDFC BANK LTD ADR 8,762 14,813
    HEINEKEN N V S ADR 4,903 5,807
    HOYA CORP SPONS ADR 5,373 8,883
    ICON PLC - AMERICAN DEPOSITARY 6,223 7,994
    INTEL CORP 51,746 50,219
    ISHARES RUSSELL 2000 51,933 67,641
    JD.COM, INC 9,257 12,394
    JOHNSON & JOHNSON 68,191 80,421
    JP MORGAN STRATEGIC INCOME OPP 64,124 62,450
    KNORR BREMSE ADR 6,883 8,307
    KOITO MANUFACTURING 6,934 9,079
    KOMATSU LTD 8,293 10,684
    KUENE & NAGEL INTL AG ADR 6,625 9,826
    LINDE PLC COM 4,195 6,061
    LOGITECH INTERNATIONAL 1,987 4,471
    LORD ABBETT FLOATING RATE F 747,209 691,028
    LORD ABBETT INVESTMENT TRUST S 354,873 354,030
    LOWES COMPANIES INC 55,620 78,008
    LVMH MOET HENN UNSP 3,778 5,862
    MERCK & CO INC 57,401 58,242
    MICROSOFT CORP 47,495 77,847
    MONDELEZ INTERNATIONAL INC 8,446 8,829
    MSCI STEPUP 35% 4/28/2023 53,650 62,771
    NESTLE S.A 53,648 59,018
    NEW ORIENTAL ED & TECHNOLOGY G 3,531 5,760
    NIDEC CORPORATION ADR 1,966 4,660
    NINTENDO CO LTD ADR UNSPON 51,623 58,860
    NORFOLK SOUTHERN CORP 55,084 73,659
    NOVARTIS AG ADR 3,767 4,060
    NOVO NORDISK A S 5,437 6,007
    OLYMPUS CORP S/ADR 10,251 10,785
    OPEN TEXT CORP 5,836 6,455
    PAYCHEX 43,123 50,131
    PERNOD-RECARD SA 5,516 5,753
    PFIZER INC 49,956 52,638
    PHILIP MORRIS INTL 46,677 51,330
    PIMCO UNCONSTRAINED BOND FUND 35,593 34,564
    PROSUS NV ADR 6,724 9,522
    ROCHE HOLDING LTD ADR 11,103 11,311
    SANDS CHINA LTD UNSP ADR 9,382 10,035
    SANDVIK AB SPONS ADR 11,940 14,557
    SANOFI-AVENTIS SPONSORED ADR 5,825 5,636
    SCHNEIDER ELEC UNSP/ADR 6,839 11,609
    SMC CORPORATION 4,088 5,848
    SONY CORP ADR 8,620 11,829
    TAIWAN SEMICONDUCTOR MFG CO LT 6,265 15,593
    TARGET CORPORATION 38,605 63,198
    TEMPLETON GLOBAL BD 41,507 31,881
    TENCENT HOLDINGS LIMITED 10,210 12,796
    TEXAS INSTRUMENTS INC 69,477 88,630
    THE COCA-COLA CO 29,834 30,217
    UNITED OVRSEAS BK LTD ADR 4,295 4,100
    UNITED PARCEL SERVICE 50,959 70,560
    VERIZON COMMUNICATIONS 54,524 54,755
    VONTIER CORPORATION 793 169,237
    WAL-MART DE MEX V SP/ADR 13,064 14,408
    WOLTERS KLUWER S/ADR 11,104 12,759
    YUM CHINA HOLDINGS INC 8,638 10,219

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Caplin Foundation
    EIN:
    52-6078981
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MINERAL RIGHTS   0 0

    TY 2020 OtherExpensesSchedule
    Name:
    Caplin Foundation
    EIN:
    52-6078981
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 33,247     33,247
    Bank Charges 1,123 1,123    
    Postage/Delivery Service 42     42
    Registered Agent Fee 476     476


    TY 2020 OtherIncomeSchedule2
    Name:
    Caplin Foundation
    EIN:
    52-6078981
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Federal Tax Refund 747    
    proceeds from written off asset 2,051 2,051  
    INCOME FROM MINING & LEASEHOLD INTERESTS 7,662    


    TY 2020 OtherIncreasesSchedule
    Name:
    Caplin Foundation
    EIN:
    52-6078981
    Description Amount
    RETURNED GRANT 2,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Caplin Foundation
    EIN:
    52-6078981
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 30,158 30,158    


    TY 2020 TaxesSchedule
    Name:
    Caplin Foundation
    EIN:
    52-6078981
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 1,500      
    990-PF Extension for 2019 1,059      
    990-T Estimated Tax for 2020 2,400      
    990-T Extension for 2019 2,300      
    Foreign Tax Paid 1,252 1,252    
    STATE INCOME TAX 2019 600