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
CASSIOPEIA FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 5246
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTESVILLE, VA22905
A Employer identification number

13-6034219
B Telephone number (see instructions)

(434) 295-5160
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$58,599,463J 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) 80,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 824,310 824,310  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 895,301
b Gross sales price for all assets on line 6a 20,793,927
7 Capital gain net income (from Part IV, line 2)... 895,301
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 182,530 112,530 70,000
12 Total. Add lines 1 through 11........ 1,982,141 1,832,141 70,000
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 241,667 24,167 0 217,500
14 Other employee salaries and wages...... 123,333 30,833 0 92,500
15 Pension plans, employee benefits....... 18,196 4,549 0 13,647
16a Legal fees (attach schedule)......... Click to see attachment 17,715 0 1,629 15,795
b Accounting fees (attach schedule)....... Click to see attachment 112,166 56,083 0 58,269
c Other professional fees (attach schedule).... Click to see attachment 915,359 878,972 0 37,272
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 51,846 5,203 0 32,131
19 Depreciation (attach schedule) and depletion... 90,768 15,750 0
20 Occupancy.............. 16,694 0 0 16,919
21 Travel, conferences, and meetings....... 12,892 0 0 12,892
22 Printing and publications.......... 5,525 1,381 0 4,144
23 Other expenses (attach schedule)....... Click to see attachment 597,230 2,001 0 382,961
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,203,391 1,018,939 1,629 884,030
25 Contributions, gifts, grants paid....... 8,338,102 7,454,215
26 Total expenses and disbursements. Add lines 24 and 25 10,541,493 1,018,939 1,629 8,338,245
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,559,352
b Net investment income (if negative, enter -0-) 813,202
c Adjusted net income (if negative, enter -0-)... 68,371
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............. 121,706 85,835 85,835
2 Savings and temporary cash investments......... 2,748,336 3,697,659 3,697,659
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.......... 31,322 29,473 29,473
10a Investments—U.S. and state government obligations (attach schedule) 17,875,556 Click to see attachment12,563,956 12,563,956
b Investments—corporate stock (attach schedule)....... 224,787 Click to see attachment157,723 157,723
c Investments—corporate bonds (attach schedule)....... 13,300,592 Click to see attachment9,768,962 9,768,962
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 28,085,791 Click to see attachment26,454,796 26,454,796
14 Land, buildings, and equipment: basis bullet2,868,714
Less: accumulated depreciation (attach schedule) bullet1,327,057 1,630,167 1,541,657 1,541,657
15 Other assets (describe bullet) Click to see attachment4,596,764 Click to see attachment4,299,402 Click to see attachment4,299,402
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 68,615,021 58,599,463 58,599,463
Liabilities 17 Accounts payable and accrued expenses.......... 61,553 14,638
18 Grants payable................. 1,851,003 1,270,948
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment62,848 Click to see attachment30,831
23 Total liabilities (add lines 17 through 22)......... 1,975,404 1,316,417
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........... 66,639,617 57,283,046
25 Net assets with donor restrictions............ 0 0
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)..... 66,639,617 57,283,046
30 Total liabilities and net assets/fund balances (see instructions). 68,615,021 58,599,463
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
66,639,617
2
Enter amount from Part I, line 27a .....................
2
-8,559,352
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
58,080,265
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
797,219
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
57,283,046
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 P    
b FROM PASS-THROUGH ENTITIES P    
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 20,309,307   19,898,626 410,681
b 484,620     484,620
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       410,681
b       484,620
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 2 895,301
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 11,304
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 11,304
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 11,304
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 12,334
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,334
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 1,030
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,030 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletNY, VA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    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.BLUEMOONFUND.ORG
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (434) 295-5160

    Located atbulletPO BOX 5246CHARLOTTESVILLEVA ZIP+4bullet22905
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
    ZACHARY MILLER TRUSTEE
    1.00     		0 0 0
    PO BOX 5246
    CHARLOTTESVILLE,VA229055246
    ETHAN A MILLER SECRETARY/TRUSTEE
    1.00     		0 0 0
    PO BOX 5246
    CHARLOTTESVILLE,VA229055246
    DIANE E MILLER PRESIDENT/CEO/TRUSTEE
    30.00     		241,667 0 11,325
    PO BOX 5246
    CHARLOTTESVILLE,VA229055246
    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
    STEPHANIE RANDOLPH PGM/GRANTS OFFICER
    37.50     		124,500 0 7,606
    PO BOX 5246
    CHARLOTTESVILLE,VA229055246
    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
    MOSAICO LP INVESTMENT MANAGEMENT 682,306
    119 EAST COLUMBIA STREET
    FALLS CHURCH,VA22046
    HANTZMON WIEBEL LLP ACCOUNTING/TAX SERVICES 120,537
    818 EAST JEFFERSON STREET
    CHARLOTTESVILLE,VA22902
    SARA MILLER PROPERTY MANAGEMENT 98,486
    2245 GARTH RD
    CHARLOTTESVILLE,VA22901
    RURAL SUPPORT PARTNERS CONSULTING 50,399
    1456 PATTON AVE SUITE C
    ASHEVILLE,NC28806
    JAIME TREJO-MENDOZA PROPERTY MANAGEMENT 39,174
    1649 CRENSHAW CT
    CHARLOTTESVILLE,VA22901
    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 RURAL DEVELOPMENT INITIATIVE:AN INITIATIVE TO BETTER UNDERSTAND THE CHALLENGES FACING RURAL COMMUNITIES IN ADDRESSING POVERTY IN A CULTURALLY AND ENVIRONMENTALLY SUSTAINABLE MANNER. INCLUDES RESEARCH, CONVENING, AND PRACTICAL COMPONENTS, WITH THE EXPECTED OUTCOME BEING AN ACTION PLAN TO BE MADE AVAILABLE TO THE GENERAL PUBLIC AND VARIOUS STAKEHOLDERS INCLUDING FUNDERS, AND GOVERNMENT AGENCIES 64,858
    2 COVID RESPONSE:CASSIOPEIA EXPANDED ITS GRANTMAKING STRATEGY IN MARCH 2020 TO SUPPORT THE IMMINENT AND EMERGING NEEDS OF CHARLOTTESVILLE, VIRGINIA AS A RESULT OF THE COVID-19 PANDEMIC. THIS STRATEGY PROVIDED LOCAL NONPROFITS WITH THE RESOURCES THEY NEEDED TO RESPOND TO THE UNPRECEDENTED NEEDS OF A COMMUNITY IN THE MIDST OF A PUBLIC HEALTH CRISIS WITH CATASTROPHIC EFFECTS ON THE LOCAL ECONOMY. GRANTS WERE MADE TO A RANGE OF SOCIAL SAFETY NET ORGANIZATIONS TO DEVELOP NEW PATHWAYS FOR SERVICE DELIVERY TO ENSURE AND EXPAND ACCESS TO PHYSICAL AND MENTAL HEALTH SERVICES, TO COMBAT RISING FOOD INSECURITY THROUGH INCREASED COORDINATION AMONG SERVICE PROVIDERS AND INCREASE THE AVAILABILITY OF LOCALLY GROWN PRODUCE FOR FAMILIES IN NEED, TO AUGMENT THE LOCAL HEALTH DEPARTMENT'S BILINGUAL EDUCATIONAL & OUTREACH TEAM, TO FACILITATE FREE MOBILE COVID TESTING AND THE DISTRIBUTION OF MASKS IN HIGH RISK COMMUNITIES, AND TO DEVELOP A SERIES OF MULTI-MEDIA COMMUNICATION STRATEGIES TO INCREASE AWARENESS 1,162,726
    3 PIEDMONT VIRGINIA COMMUNITY COLLEGE: CASSIOPEIA RENTED THE SOUTH ST. BUILDING TO PIEDMONT VIRGINIA COMMUNITY COLLEGE FOR THEIR WORKFORCE PROGRAM FOR THE YEAR. 1
    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 ASIA PACIFIC FUEL CELL TECHNOLOGIES LTD:TO SUPPORT A DEMONSTRATION PROGRAM OF FUEL CELL-BASED ZERO EMISSIONS SCOOTERS WHICH INCLUDES DEVELOPMENT AND IMPLEMENTATION OF MASS PRODUCTION TECHNOLOGIES TO PROVIDE ACCESS TO THE FUEL CELL-BASED ZERO EMISSIONS SCOOTERS TO THE GENERAL PUBLIC, CONDUCT FURTHER RESEARCH AND DEVELOPMENT ACTIVITIES ON TECHNOLOGIES ASSOCIATED WITH THE PRODUCTION OF FUEL CELL-BASED ZERO EMISSIONS SCOOTERS AND TO CARRY OUT VARIOUS EXHIBITIONS AND EDUCATIONAL PROGRAMS AIMED AT EDUCATING THE GENERAL PUBLIC AND POLICYMAKERS ON THE BENEFITS OF FUEL CELL-BASED ZERO EMISSIONS SCOOTERS AND ASSOCIATED TECHNOLOGIES. 3,500,000
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet3,500,000
    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
    57,721,821
    b
    Average of monthly cash balances.......................
    1b
    5,718,042
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,541,657
    d
    Total (add lines 1a, b, and c).........................
    1d
    64,981,520
    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
    64,981,520
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    974,723
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    64,006,797
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,200,340
    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
    3,200,340
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    11,304
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    10,423
    c
    Add lines 2a and 2b............................
    2c
    21,727
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,178,613
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,178,613
    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
    3,178,613
    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
    8,338,245
    b
    Program-related investments—total from Part IX-B..................
    1b
    3,500,000
    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
    11,838,245
    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
    11,838,245
    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 3,178,613
    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...... 12,425,681
    b From 2016...... 9,978,931
    c From 2017...... 11,020,219
    d From 2018...... 7,843,451
    e From 2019...... 2,480,261
    fTotal of lines 3a through e........ 43,748,543
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 11,838,245
    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..... 3,178,613
    e Remaining amount distributed out of corpus 8,659,632
    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 52,408,175
    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) ...     		12,425,681
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		39,982,494
    10 Analysis of line 9:
    a Excess from 2016.... 9,978,931
    b Excess from 2017.... 11,020,219
    c Excess from 2018.... 7,843,451
    d Excess from 2019.... 2,480,261
    e Excess from 2020.... 8,659,632
    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 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
    AFRICAN AMERICAN TEACHING FELLOWS OF CHARLOTTESVILLE-ALBEMARLE INC
    PO BOX 5064
    CHARLOTTESVILLE,VA22905     		  PC FOR GENERAL OPERATING SUPPORT 30,000
    ALBEMARLE COUNTY PUBLIC SCHOOLS
    401 MCINTIRE ROAD
    CHARLOTTESVILLE,VA22902     		  OTHER FOR GENERAL OPERATING SUPPORT 250,000
    ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY
    PO BOX 2260
    TEMPE,AZ85281     		  PC TO SUPPORT THE CREATION OF NATIONAL MEDIA CAMPAIGN TO EDUCATE ALL PARENTS AND CAREGIVERS ABOUT ONLINE SAFTEY AND EMPOWER THEM TO PROTECT THEIR CHILDREN FROM HARMFUL CONTENT, GROOMING OR ONLINE EXPLOITATION. 50,000
    BLUE RIDGE AREA FOOD BANK
    1207 HARRIS ST
    CHARLOTTESVILLE,VA22903     		  PC FOR GENERAL OPERATING SUPPORT 150,000
    CALVERT IMPACT CAPITAL INC
    7315 WISCONSIN AVE 1000W
    BETHESDA,MD20814     		  PC FOR GENERAL OPERATING SUPPORT. 187,182
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LN
    ALEXANDRIA,VA22314     		  PC FOR GENERAL OPERATING SUPPORT 160,000
    CHARLOTTESVILLE CITY SCHOOLS
    1562 DAIRY ROAD
    CHARLOTTESVILLE,VA22903     		  OTHER TO SUPPORT THE DISTRICT'S EFFORT TO BUILD A CULTURE OF MENTAL HEALTH IN OUR SCHOOLS THROUGH THE ADDITION OF LICENSED MENTAL HEALTH PROFESSIONALS TO PROVIDE SUPPORT TO BOTH STUDENTS AND FACULTY. 500,000
    CHARLOTTESVILLE CLERGY COLLECTIVE
    105 LANKFORD AVE
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL SUPPORT 50,000
    CHARLOTTESVILLE FREE CLINIC
    901 PRESTON AVENUE SUITE 301
    CHARLOTTESVILLE,VA22903     		  PC FOR GENERAL OPERATING SUPPORT 50,000
    CHARLOTTESVILLE TOMORROW
    1215 E MARKET ST
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL OPERATING SUPPORT 25,000
    CHRIS LONG FOUNDATION
    100 SOUTH BRENTWOOD BLVD SUITE 500
    CLAYTON,MO63105     		  PC FOR GENERAL OPERATING SUPPORT 45,000
    CITY SCHOOLYARD GARDEN PROGRAM
    PO BOX 5282
    CHARLOTTESVILLE,VA22905     		  PC FOR GENERAL OPERATING SUPPORT 223,250
    COMMUNITY INVESTMENT COLLABORATIVE
    300 PRESTON AVE 206
    CHARLOTTESVILLE,VA22902     		  PC TO SUPPORT SMALL BUSINESSES IN AND AROUND CHARLOTTESVILLE, VIRGINIA EXPERIENCING FINANCIAL DIFFICULTIES AS A RESULT OF THE COVID-19 EPIDEMIC. 300,000
    COMMUNITY SOLUTIONS INTERNATIONAL INC
    60 BROAD ST SUITE 2422
    NEW YORK,NY10004     		  PC FOR GENERAL OPERATING SUPPORT. 132,000
    FEDERATION OF APPALACHIAN HOUSING ENTERPRISES INC
    319 OAK STREET
    BEREA,KY40403     		  PC FOR GENERAL OPERATING SUPPORT 10,000
    FOUNDATION FOR APPALACIAN KENTUCKY INC
    420 MAIN ST
    HAZARD,KY41701     		  PC FOR GENERAL OPERATING SUPPORT 10,000
    FREEDOM FUND
    215 PARK AVENUE S 11TH FLOOR
    NEW YORK,NY10003     		  PC FOR GENERAL OPERATING SUPPORT. 2,250,000
    FRONT PORCH CVILLE
    221 E WATER ST
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL OPERATING SUPPORT 118,200
    GARRISON INSTITUTE
    PO BOX 532 14 MARYS WAY
    GARRISON,NY10524     		  PC FOR GENERAL OPERATING SUPPORT. 25,000
    INTERNATIONAL CONSERVATION CAUCUS FOUNDATION
    25786 GEORGETOWN STATION
    WASHINGTON,DC20027     		  PC FOR GENERAL OPERATING SUPPORT 300,000
    INTERNATIONAL NEIGHBORS
    224-A 9TH STREET SW
    CHARLOTTESVILLE,VA22903     		  PC FOR GENERAL OPERATING SUPPORT 100,000
    JEFFERSON AREA BOARD FOR AGING
    674 HILLSIDE DR 9
    CHARLOTTESVILLE,VA22901     		  PC FOR GENERAL OPERATING SUPPORT 110,000
    LEGAL AID JUSTICE CENTER
    1000 PRESTON AVE A
    CHARLOTTESVILLE,VA22903     		  PC FOR GENERAL OPERATING SUPPORT 150,000
    LOCAL FOOD HUB INC
    205 2ND ST SW
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL OPERATING SUPPORT 150,000
    NATIONAL NETWORK OF ABORTION FUNDS
    9450 SW GEMINI DRIVE PMB 16009
    BEAVERTON,OR97008     		  PC FOR GENERAL OPERATING SUPPORT 75,000
    NATURAL CAPITAL INVESTMENT FUND INC
    PO BOX 839
    CHARLES TOWN,WV25414     		  PC FOR GENERAL OPERATING SUPPORT 10,000
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW SUITE 300
    WASHINGTON,DC20036     		  PC TO SUPPORT BIODIVERSITY CONSERVATION IN THE ANDES AMAZON REGION OF PERU AND ADJACENT COUNTIES THROUGH THE CREATION, CONSOLIDATION AND DEVELOPMENT OF LONG-TERM FINANCING CAPACITY FOR NEW AND EXPANDED PROTECTED AREAS THROUGH THE CREATION OF A MULTI-DONOR FUND WHICH WILL PROVIDE GRANTS THROUGHOUT THE REGION TO ENHANCE THE CAPACITY AND EFFORTS OF NONPROFIT ORGANIZATIONS. 833,333
    RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA
    PO BOX 400222
    CHARLOTTESVILLE,VA22904     		  PC FOR GENERAL OPERATING SUPPORT 25,000
    SEXUAL ASSAULT RESOURCE AGENCY
    335 GREENBRIER DR SUITE 102
    CHARLOTTESVILLE,VA22901     		  PC FOR GENERAL OPERATING SUPPORT 50,000
    SHELTER FOR HELP IN EMERGENCY
    1415 SACHEM PL
    CHARLOTTESVILLE,VA22901     		  PC FOR GENERAL OPERATING SUPPORT 30,000
    SIDE BY SIDE
    2311 WESTWOOD AVE
    RICHMOND,VA23230     		  PC FOR GENERAL OPERATING SUPPORT 25,000
    STONE BARNS RESTORATION CORP
    630 BEDFORD RD
    TARRYTOWN,NY10591     		  PC TO SUPPORT AND PRESERVE THE LOCAL FOOD SYSTEMS DURING THE PANDEMIC CRISIS AND BEYOND. 250,000
    STU-COMM INC
    117 SOUTH LEWIS ST
    STAUNTON,VA24401     		  PC FOR GENERAL OPERATING SUPPORT 25,000
    THE BRIDGE MINISTRY
    PO BOX 2402
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL OPERATING SUPPORT 35,000
    THE WOMEN'S INITIATIVE
    1101 E HIGH ST
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL OPERATING SUPPORT 180,000
    THOMAS JEFFERSON AREA COALITION FOR THE HOMELESS
    PO BOX 34
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL OPERATING SUPPORT 70,000
    TOY LIFT CHARITIES
    PO BOX 6762
    CHARLOTTESVILLE,VA22906     		  PC FOR GENERAL OPERATING SUPPORT 15,000
    VIRGINIA DEPARTMENT OF HEALTH
    1138 ROSE HILL DRIVE
    CHARLOTTESVILLE,VA22903     		  OTHER FOR GENERAL OPERATING SUPPORT 350,000
    VIRGINIA ORGANIZING INC
    703 CONCORD AVE
    CHARLOTTESVILLE,VA22903     		  PC TO SUPPORT THE DISTRIBUTION OF 5,000 MASKS TO AT RISK BLACK COMMUNITY MEMBERS IN CHARLOTTESVILLE DURING THE COVID EPIDEMIC. 5,250
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BLVD
    BRONX,NY10460     		  PC FOR GENERAL OPERATING SUPPORT 100,000
    Total .................................bullet 3a 7,454,215
    bApproved for future payment
    AFRICAN AMERICAN TEACHING FELLOWS OF CHARLOTTESVILLE-ALBEMARLE INC
    PO BOX 5064
    CHARLOTTESVILLE,VA22905     		  PC FOR GENERAL OPERATING SUPPORT. 100,000
    ALBEMARLE COUNTY PUBLIC SCHOOLS
    401 MCINTIRE ROAD
    CHARLOTTESVILLE,VA22902     		  OTHER FOR GENERAL OPERATING SUPPORT. 250,000
    CALVERT IMPACT CAPITAL INC
    7315 WISCONSIN AVE 1000W
    BETHESDA,MD20814     		  PC FOR GENERAL OPERATING SUPPORT. 805,949
    THE BRIDGE MINISTRY
    PO BOX 2402
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL OPERATING SUPPORT. 35,000
    THE WOMEN'S INITIATIVE
    1101 E HIGH ST
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL OPERATING SUPPORT. 80,000
    Total .................................bullet 3b 1,270,949
    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
    aINTEREST EARNED ON PRI'S         70,000
    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....     14 824,310  
    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..... 900099 112,529 01 1  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 895,301  
    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).. 112,529 1,719,612 70,000
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,902,141
    (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.)
    1A INTEREST EARNED DURING 2020 ON PROGRAM RELATED INVESTMENTS
    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

    Form 990PF Part XV Line 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
    AFRICAN AMERICAN TEACHING FELLOWS OF CHARLOTTESVILLE-ALBEMARLE INCPO BOX 5064
    CHARLOTTESVILLE,VA22905     		  PC FOR GENERAL OPERATING SUPPORT 30,000
    ALBEMARLE COUNTY PUBLIC SCHOOLS401 MCINTIRE ROAD
    CHARLOTTESVILLE,VA22902     		  OTHER FOR GENERAL OPERATING SUPPORT 250,000
    ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITYPO BOX 2260
    TEMPE,AZ85281     		  PC TO SUPPORT THE CREATION OF NATIONAL MEDIA CAMPAIGN TO EDUCATE ALL PARENTS AND CAREGIVERS ABOUT ONLINE SAFTEY AND EMPOWER THEM TO PROTECT THEIR CHILDREN FROM HARMFUL CONTENT, GROOMING OR ONLINE EXPLOITATION. 50,000
    BLUE RIDGE AREA FOOD BANK1207 HARRIS ST
    CHARLOTTESVILLE,VA22903     		  PC FOR GENERAL OPERATING SUPPORT 150,000
    CALVERT IMPACT CAPITAL INC7315 WISCONSIN AVE 1000W
    BETHESDA,MD20814     		  PC FOR GENERAL OPERATING SUPPORT. 187,182
    CHARITIES AID FOUNDATION AMERICA225 REINEKERS LN
    ALEXANDRIA,VA22314     		  PC FOR GENERAL OPERATING SUPPORT 160,000
    CHARLOTTESVILLE CITY SCHOOLS1562 DAIRY ROAD
    CHARLOTTESVILLE,VA22903     		  OTHER TO SUPPORT THE DISTRICT'S EFFORT TO BUILD A CULTURE OF MENTAL HEALTH IN OUR SCHOOLS THROUGH THE ADDITION OF LICENSED MENTAL HEALTH PROFESSIONALS TO PROVIDE SUPPORT TO BOTH STUDENTS AND FACULTY. 500,000
    CHARLOTTESVILLE CLERGY COLLECTIVE105 LANKFORD AVE
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL SUPPORT 50,000
    CHARLOTTESVILLE FREE CLINIC901 PRESTON AVENUE SUITE 301
    CHARLOTTESVILLE,VA22903     		  PC FOR GENERAL OPERATING SUPPORT 50,000
    CHARLOTTESVILLE TOMORROW1215 E MARKET ST
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL OPERATING SUPPORT 25,000
    CHRIS LONG FOUNDATION100 SOUTH BRENTWOOD BLVD SUITE 500
    CLAYTON,MO63105     		  PC FOR GENERAL OPERATING SUPPORT 45,000
    CITY SCHOOLYARD GARDEN PROGRAMPO BOX 5282
    CHARLOTTESVILLE,VA22905     		  PC FOR GENERAL OPERATING SUPPORT 223,250
    COMMUNITY INVESTMENT COLLABORATIVE300 PRESTON AVE 206
    CHARLOTTESVILLE,VA22902     		  PC TO SUPPORT SMALL BUSINESSES IN AND AROUND CHARLOTTESVILLE, VIRGINIA EXPERIENCING FINANCIAL DIFFICULTIES AS A RESULT OF THE COVID-19 EPIDEMIC. 300,000
    COMMUNITY SOLUTIONS INTERNATIONAL INC60 BROAD ST SUITE 2422
    NEW YORK,NY10004     		  PC FOR GENERAL OPERATING SUPPORT. 132,000
    FEDERATION OF APPALACHIAN HOUSING ENTERPRISES INC319 OAK STREET
    BEREA,KY40403     		  PC FOR GENERAL OPERATING SUPPORT 10,000
    FOUNDATION FOR APPALACIAN KENTUCKY INC420 MAIN ST
    HAZARD,KY41701     		  PC FOR GENERAL OPERATING SUPPORT 10,000
    FREEDOM FUND215 PARK AVENUE S 11TH FLOOR
    NEW YORK,NY10003     		  PC FOR GENERAL OPERATING SUPPORT. 2,250,000
    FRONT PORCH CVILLE221 E WATER ST
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL OPERATING SUPPORT 118,200
    GARRISON INSTITUTEPO BOX 532 14 MARYS WAY
    GARRISON,NY10524     		  PC FOR GENERAL OPERATING SUPPORT. 25,000
    INTERNATIONAL CONSERVATION CAUCUS FOUNDATION25786 GEORGETOWN STATION
    WASHINGTON,DC20027     		  PC FOR GENERAL OPERATING SUPPORT 300,000
    INTERNATIONAL NEIGHBORS224-A 9TH STREET SW
    CHARLOTTESVILLE,VA22903     		  PC FOR GENERAL OPERATING SUPPORT 100,000
    JEFFERSON AREA BOARD FOR AGING674 HILLSIDE DR 9
    CHARLOTTESVILLE,VA22901     		  PC FOR GENERAL OPERATING SUPPORT 110,000
    LEGAL AID JUSTICE CENTER1000 PRESTON AVE A
    CHARLOTTESVILLE,VA22903     		  PC FOR GENERAL OPERATING SUPPORT 150,000
    LOCAL FOOD HUB INC205 2ND ST SW
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL OPERATING SUPPORT 150,000
    NATIONAL NETWORK OF ABORTION FUNDS9450 SW GEMINI DRIVE PMB 16009
    BEAVERTON,OR97008     		  PC FOR GENERAL OPERATING SUPPORT 75,000
    NATURAL CAPITAL INVESTMENT FUND INCPO BOX 839
    CHARLES TOWN,WV25414     		  PC FOR GENERAL OPERATING SUPPORT 10,000
    NEW VENTURE FUND1201 CONNECTICUT AVE NW SUITE 300
    WASHINGTON,DC20036     		  PC TO SUPPORT BIODIVERSITY CONSERVATION IN THE ANDES AMAZON REGION OF PERU AND ADJACENT COUNTIES THROUGH THE CREATION, CONSOLIDATION AND DEVELOPMENT OF LONG-TERM FINANCING CAPACITY FOR NEW AND EXPANDED PROTECTED AREAS THROUGH THE CREATION OF A MULTI-DONOR FUND WHICH WILL PROVIDE GRANTS THROUGHOUT THE REGION TO ENHANCE THE CAPACITY AND EFFORTS OF NONPROFIT ORGANIZATIONS. 833,333
    RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIAPO BOX 400222
    CHARLOTTESVILLE,VA22904     		  PC FOR GENERAL OPERATING SUPPORT 25,000
    SEXUAL ASSAULT RESOURCE AGENCY335 GREENBRIER DR SUITE 102
    CHARLOTTESVILLE,VA22901     		  PC FOR GENERAL OPERATING SUPPORT 50,000
    SHELTER FOR HELP IN EMERGENCY1415 SACHEM PL
    CHARLOTTESVILLE,VA22901     		  PC FOR GENERAL OPERATING SUPPORT 30,000
    SIDE BY SIDE2311 WESTWOOD AVE
    RICHMOND,VA23230     		  PC FOR GENERAL OPERATING SUPPORT 25,000
    STONE BARNS RESTORATION CORP630 BEDFORD RD
    TARRYTOWN,NY10591     		  PC TO SUPPORT AND PRESERVE THE LOCAL FOOD SYSTEMS DURING THE PANDEMIC CRISIS AND BEYOND. 250,000
    STU-COMM INC117 SOUTH LEWIS ST
    STAUNTON,VA24401     		  PC FOR GENERAL OPERATING SUPPORT 25,000
    THE BRIDGE MINISTRYPO BOX 2402
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL OPERATING SUPPORT 35,000
    THE WOMEN'S INITIATIVE1101 E HIGH ST
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL OPERATING SUPPORT 180,000
    THOMAS JEFFERSON AREA COALITION FOR THE HOMELESSPO BOX 34
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL OPERATING SUPPORT 70,000
    TOY LIFT CHARITIESPO BOX 6762
    CHARLOTTESVILLE,VA22906     		  PC FOR GENERAL OPERATING SUPPORT 15,000
    VIRGINIA DEPARTMENT OF HEALTH1138 ROSE HILL DRIVE
    CHARLOTTESVILLE,VA22903     		  OTHER FOR GENERAL OPERATING SUPPORT 350,000
    VIRGINIA ORGANIZING INC703 CONCORD AVE
    CHARLOTTESVILLE,VA22903     		  PC TO SUPPORT THE DISTRIBUTION OF 5,000 MASKS TO AT RISK BLACK COMMUNITY MEMBERS IN CHARLOTTESVILLE DURING THE COVID EPIDEMIC. 5,250
    WILDLIFE CONSERVATION SOCIETY2300 SOUTHERN BLVD
    BRONX,NY10460     		  PC FOR GENERAL OPERATING SUPPORT 100,000
    Total ...............................bullet 3a 7,454,215
    bApproved for future payment
    AFRICAN AMERICAN TEACHING FELLOWS OF CHARLOTTESVILLE-ALBEMARLE INCPO BOX 5064
    CHARLOTTESVILLE,VA22905     		  PC FOR GENERAL OPERATING SUPPORT. 100,000
    ALBEMARLE COUNTY PUBLIC SCHOOLS401 MCINTIRE ROAD
    CHARLOTTESVILLE,VA22902     		  OTHER FOR GENERAL OPERATING SUPPORT. 250,000
    CALVERT IMPACT CAPITAL INC7315 WISCONSIN AVE 1000W
    BETHESDA,MD20814     		  PC FOR GENERAL OPERATING SUPPORT. 805,949
    THE BRIDGE MINISTRYPO BOX 2402
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL OPERATING SUPPORT. 35,000
    THE WOMEN'S INITIATIVE1101 E HIGH ST
    CHARLOTTESVILLE,VA22902     		  PC FOR GENERAL OPERATING SUPPORT. 80,000
    Total ................................bullet 3b 1,270,949
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

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

    13-6034219
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    CASSIOPEIA FOUNDATION INC
          		Employer identification number
    13-6034219
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ROBERT WOOD JOHNSON FOUNDATION
     
    1634 I STREET NW SUITE 810
     
    WASHINGTON, DC200064015

    		$ 80,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    CASSIOPEIA FOUNDATION INC
          		Employer identification number

    13-6034219
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    CASSIOPEIA FOUNDATION INC
          		Employer identification number

    13-6034219
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    CASSIOPEIA FOUNDATION INC
    EIN:
    13-6034219
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANNUAL ACCOUNTING & RELATED EXPENSES 112,166 56,083 0 58,269

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

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    CASSIOPEIA FOUNDATION INC
    EIN:
    13-6034219
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    ASIA PACIFIC FUEL CELL TECHNOLOGIES LTD
          		4F NO 22 KEDONG 3 RD
    ZHUNAN,MIAOLI35053
    TW     		2002-12-20 3,500,000 TO SUPPORT A DEMONSTRATION PROGRAM OF FUEL CELL-BASED ZERO EMISSIONS SCOOTERS WHICH INCLUDES DEVELOPMENT AND IMPLEMENTATION OF MASS PRODUCTION TECHNOLOGIES TO PROVIDE ACCESS TO THE FUEL CELL-BASED ZERO EMISSIONS SCOOTERS TO THE GENERAL PUBLIC, CONDUCT FURTHER RESEARCH AND DEVELOPMENT ACTIVITIES ON TECHNOLOGIES ASSOCIATED WITH THE PRODUCTION OF FUEL CELL-BASED ZERO EMISSIONS SCOOTERS AND TO CARRY OUT VARIOUS EXHIBITIONS AND EDUCATIONAL PROGRAMS AIMED AT EDUCATING THE GENERAL PUBLIC AND POLICYMAKERS ON THE BENEFITS OF FUEL CELL-BASED ZERO EMISSIONS SCOOTERS AND ASSOCIATED TECHNOLOGIES. 3,500,000 NONE FINANCIAL AND NARRATIVE REPORTS FYE 12/31/2002 08/12/2021 - DETAIL ON FILE   THE CASSIOPEIA FOUNDATION REVIEWED THE GRANT REPORT(S) NOTED IN #7 ABOVE, BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    CASSIOPEIA FOUNDATION INC
    EIN:
    13-6034219
    Name of Bond End of Year Book Value End of Year Fair Market Value
    INVESTMENTS - CORPORATE BONDS 9,768,962 9,768,962

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CASSIOPEIA FOUNDATION INC
    EIN:
    13-6034219
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENTS - CORPORATE STOCKS 157,723 157,723

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    CASSIOPEIA FOUNDATION INC
    EIN:
    13-6034219
    US Government Securities - End of Year Book Value:

    12,563,956
    US Government Securities - End of Year Fair Market Value:

    12,563,956
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    CASSIOPEIA FOUNDATION INC
    EIN:
    13-6034219
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENTS - OTHER FMV 26,454,796 26,454,796

    TY 2020 LegalFeesSchedule
    Name:
    CASSIOPEIA FOUNDATION INC
    EIN:
    13-6034219
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INCURRED IN THE GENERAL COURSE OF BUSINESS 16,086 0 0 15,795
    LEGAL FEES FOR MRI 1,629 0 1,629 0


    TY 2020 OtherAssetsSchedule
    Name:
    CASSIOPEIA FOUNDATION INC
    EIN:
    13-6034219
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST AND DIVDEND INCOME RECEIVABLE 1,198,623 920,273 920,273
    PRI-INVESTMENTS 4,040,290 3,500,000 3,500,000
    PROVISION FOR LOSS ON PRI -750,000 -214,210 -214,210
    PREPAID EXCISE/INCOME TAX 107,851 93,339 93,339


    TY 2020 OtherDecreasesSchedule
    Name:
    CASSIOPEIA FOUNDATION INC
    EIN:
    13-6034219
    Description Amount
    UNREALIZED GAIN/LOSS ON INVESTMENTS 797,219


    TY 2020 OtherExpensesSchedule
    Name:
    CASSIOPEIA FOUNDATION INC
    EIN:
    13-6034219
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICE FEES 1,353 0 0 1,353
    DIRECTOR & OFFICER LIABILITY INSURANCE 23,764 0 0 23,764
    POSTAGE/FED EXP/COURIERS 1,061 166 0 1,061
    GENERAL LIABILITY INSURANCE 3,365 0 0 3,365
    MAINTENANCE AGREEMENTS 132,053 0 0 132,143
    OFFICE EXPENSE 11,761 1,835 0 11,761
    REPAIRS AND MAINTENANCE EXPENSE 14,953 0 0 14,953
    ONLINE SUBSCRIPTIONS 32,640 0 0 32,640
    DIRECT CHARITABLE ACTIVITIES 74,278 0 0 74,278
    AMORTIZATION 135 0 0 135
    TAX PENALTIES 3,467 0 0 3,467
    ADVERTISING 4,000 0 0 4,000
    BLUE MOON RISING EXPENSES 38,028 0 0 38,028
    ART AUCTION FUNDRAISER 42,013 0 0 42,013
    INCOME FROM PARTNERSHIP INVESTMENTS 214,359 0 0 0


    TY 2020 OtherIncomeSchedule2
    Name:
    CASSIOPEIA FOUNDATION INC
    EIN:
    13-6034219
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RENTAL INCOME - PVCC 1 1  
    UBIT INCOME/LOSS 112,529 112,529  
    INTEREST EARNED ON PRI'S 70,000   70,000


    TY 2020 OtherLiabilitiesSchedule
    Name:
    CASSIOPEIA FOUNDATION INC
    EIN:
    13-6034219
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAXES PAYABLE 20,000 20,000
    UBIT TAXES PAYABLE 41,348 0
    ACCRUED EXPENSES 1,500 1,500
    PAYROLL TAXES - FED 0 7,543
    PAYROLL TAXES - VIRGINIA 0 1,788


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    CASSIOPEIA FOUNDATION INC
    EIN:
    13-6034219
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEES - GENERAL 23,340 0 0 23,340
    CONSULTING FEES - INFORMATION TECHNOLOGY 13,047 0 0 13,932
    INVESTMENT EXPENSES 19,123 19,123 0 0
    INVESTMENT MANAGEMENT FEES 859,849 859,849 0 0


    TY 2020 TaxesSchedule
    Name:
    CASSIOPEIA FOUNDATION INC
    EIN:
    13-6034219
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 14,512 0 0 0
    OTHER TAXES AND LICENSES 3,244 0 0 3,244
    PAYROLL TAXES 20,812 5,203 0 15,609
    STATE REGISTRATION FEES 1,500 0 0 1,500
    FOREIGN TAXES 11,778 0 0 11,778