Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
The Prentice Foundation Inc
 
% 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

06-1386173
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$39,491,519J 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 5,462 5,462  
4 Dividends and interest from securities... 190,000 190,000  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,848,700
b Gross sales price for all assets on line 6a 7,677,867
7 Capital gain net income (from Part IV, line 2)... 1,887,592
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 71,339 71,434  
12 Total. Add lines 1 through 11........ 2,115,501 2,154,488  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 56,822     56,822
15 Pension plans, employee benefits....... 8,946     8,946
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 12,000 0 0 12,000
c Other professional fees (attach schedule).... Click to see attachment 145,922 145,922    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 62,487 12,441    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 576     576
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 186,839 137,176   49,373
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 473,592 295,539 0 127,717
25 Contributions, gifts, grants paid....... 1,972,159 1,972,159
26 Total expenses and disbursements. Add lines 24 and 25 2,445,751 295,539 0 2,099,876
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -330,250
b Net investment income (if negative, enter -0-) 1,858,949
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......... 1,154,520 1,939,118 1,939,118
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 11,315,198 Click to see attachment12,249,904 19,407,461
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,560,675 Click to see attachment12,511,121 18,144,940
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) 27,030,393 26,700,143 39,491,519
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 27,030,393 26,700,143
29 Total net assets or fund balances (see instructions)..... 27,030,393 26,700,143
30 Total liabilities and net assets/fund balances (see instructions). 27,030,393 26,700,143
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
27,030,393
2
Enter amount from Part I, line 27a .....................
2
-330,250
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
26,700,143
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
26,700,143
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 Passthrough K1 Capital Gain/(Loss)      
c ALTERNATIVE INVESTMENTS SUSTAINABILITY LTD P 2015-06-30 2020-07-23
d RESPONSIBLE EMERGING MKTS EQUITY FUND P 2011-12-31 2020-07-31
e NORTH SKY CLEANTECH VENTURES, LP P   2020-12-28
(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 6,663,072   5,546,566 1,116,506
b       687,025
c 750,000   701,128 48,872
d 250,000   196,133 53,867
e 14,795   33,473 -18,678
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       1,116,506
b        
c       48,872
d       53,867
e       -18,678
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 1,887,592
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 25,839
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 25,839
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 25,839
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 20,497
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,970
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,467
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 4,628
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,628 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)
    bulletCO, CT
    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 instructionsClick to see attachment.................
    12
    Yes
     
    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
     
     
    ........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
    Jerry Babicka Dir, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Lynn P Babicka Dir, VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    James Bohart Jr Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Barbara Hapgood Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    John Powers Dir, Pres
    3.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Lauren Zuskin Dir, Sec
    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
    JANNA SIX Executive Director
    30.0     		56,822 4,599  
    1270 HOYT STREET
    LAKEWOOD,CO80215
    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
    BNY Mellon Bank Investment Mgmt 126,819
    200 PARK AVENUE 54TH FL
    NEW YORK,NY10166
    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
    15,892,315
    b
    Average of monthly cash balances.......................
    1b
    1,076,548
    c
    Fair market value of all other assets (see instructions)................
    1c
    18,504,730
    d
    Total (add lines 1a, b, and c).........................
    1d
    35,473,593
    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
    35,473,593
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    532,104
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    34,941,489
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,747,074
    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
    1,747,074
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    25,839
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    25,839
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,721,235
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,721,235
    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
    1,721,235
    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
    2,099,876
    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
    2,099,876
    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
    2,099,876
    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 1,721,235
    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...... 728,262
    b From 2016...... 355,899
    c From 2017...... 335,603
    d From 2018...... 507,775
    e From 2019...... 297,569
    fTotal of lines 3a through e........ 2,225,108
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,099,876
    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..... 1,721,235
    e Remaining amount distributed out of corpus 378,641
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,603,749
    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 ..........     		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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		728,262
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,875,487
    10 Analysis of line 9:
    a Excess from 2016.... 355,899
    b Excess from 2017.... 335,603
    c Excess from 2018.... 507,775
    d Excess from 2019.... 297,569
    e Excess from 2020.... 378,641
    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
    ACCESS WOMENS HEALTH JUSTICE
    176 JUANA AVE SUITE B
    SAN LEANDRO,CA94577     		N/A PC abortion services and post abortion LARCs 5,000
    ACTION INSTITUTE NC
    1817 CENTRAL AVE
    CHARLOTTE,NC28205     		N/A PC General & Unrestricted 5,000
    ALL-OPTIONS
    PO BOX 28284
    OAKLAND,CA94604     		N/A PC Hoosier Abortion Fund - abortion related services, including post abortion LARCs 6,000
    ALLIANCE FOR CLIMATE EDUCATION INC
    4676 BROADWAY STE A
    BOULDER,CO80304     		N/A PC to support work in north carolina 5,000
    ALLIANCE FOR SUSTAINABLE COLORADO
    1536 WYNKOOP ST SUITE 100
    DENVER,CO80202     		N/A PC General & Unrestricted 75,000
    ALLIANCE FOR YOUTH ORGANIZING
    915 5TH ST NW
    WASHINGTON,DC20001     		N/A PC Engage Miami initiative 25,000
    ALTERNATE ROOTS INC
    1270 CAROLINE ST NE STE 120 353
    ATLANTA,GA30307     		N/A PC WOMEN ENGAGED initiative 11,177
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF FLORI
    4343 W FLAGLER ST STE 400
    CORAL GABLES,FL33134     		N/A PC General & Unrestricted 1,000
    AMERICAN HUMANE ASSOCIATION
    1400 16TH ST NW
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 3,755
    AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO
    424 E 92ND ST
    NEW YORK,NY10128     		N/A PC General & Unrestricted 1,502
    ANGEL WATCHING OVER ME INC
    3 N FEDERAL HWY
    DANIA,FL33004     		N/A PC General & Unrestricted 5,000
    ANIMAL D R E A M S INC
    214 BARKER RD
    PITTSFIELD,MA01201     		N/A PC General & Unrestricted 751
    ANIMAL LEGAL DEFENSE FUND
    525 E COTATI AVE
    COTATI,CA94931     		N/A PC General & Unrestricted 2,253
    ANIMAL WELFARE INSTITUTE
    900 PENNSYLVANIA AVE SE
    WASHINGTON,DC20003     		N/A PC General & Unrestricted 1,877
    ARMSTRONG COMMUNITY MUSIC SCHOOL
    3267 BEE CAVES RD STE 107 PMB 82
    AUSTIN,TX78746     		N/A PC General & Unrestricted 2,500
    ARTS ALLIANCE OF CENTRAL TEXAS
    118 DAISY PATH
    AUSTIN,TX78737     		N/A PC General & Unrestricted 3,000
    ASPEN COMMUNITY FOUNDATION
    455 GOLD RIVERS COURT STE 515
    BASALT,CO81621     		N/A PC Third Generation Fund 100,000
    ASPEN VALLEY LAND TRUST
    320 MAIN ST STE 204
    CARBONDALE,CO81623     		N/A PC General & Unrestricted 4,390
    AUSTIN COMMUNITY FOUNDATION
    963 MORRIS PARK AVE 1
    BRONX,NY10462     		N/A PC Shield Ranch Charitable Fund 10,000
    AUSTIN THEATRE ALLIANCE
    PO BOX 1566
    AUSTIN,TX78767     		N/A PC Literacy to Life Program 5,000
    AUSTIN TRINITY SCHOOL DBA TRINITY EPISCOPAL SCHOOL
    3901 BEE CAVES RD
    AUSTIN,TX78746     		N/A PC General & Unrestricted 20,000
    AUSTIN YOUTH & COMMUNITY FARM INC DBA URBAN ROOTS
    4900 GONZALES ST
    AUSTIN,TX78702     		N/A PC General & Unrestricted 3,000
    B WRIGHT LEADERSHIP ACADEMY INC
    6100 NW 7TH AVE
    MIAMI,FL33127     		N/A PC General & Unrestricted 5,000
    BALTIMORE ABORTION FUND
    1323 CALVERT ST
    BALTIMORE,MD21202     		N/A PC General & Unrestricted 8,000
    BALTIMORE LAB SCHOOL INC
    2220 SAINT PAUL ST
    BALTIMORE,MD21218     		N/A PC General & Unrestricted 8,000
    BENNINGTON COALITION FOR THE HOMELESS
    PO BOX 4736
    BENNINGTON,VT05201     		N/A PC General & Unrestricted 500
    BERKSHIRE HUMANE SOCIETY INC
    214 BARKER RD
    PITTSFIELD,MA01201     		N/A PC General & Unrestricted 3,755
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON RD
    KANAB,UT84741     		N/A PC General & Unrestricted 6,008
    BIG BROTHERS AND BIG SISTERS OF GREATER MIAMI
    550 NW 42ND AVE
    MIAMI,FL33126     		N/A PC General & Unrestricted 4,558
    BIG BROTHERS BIG SISTERS LONE STAR
    450 E JOHN CARPENTER FWY STE 300
    IRVING,TX75062     		N/A PC The Jean Powers Bohart Scholarship fund 14,000
    BLUE MOUNTAIN CLINIC INC
    610 N CALIFORNIA ST
    MISSOULA,MT59802     		N/A PC abortion services and post abortion LARCs 6,000
    BVM CAPACITY BUILDING INSTITUTE INC
    3645 MARKETPLACE BLVD STE 130-209
    EAST POINT,GA30344     		N/A PC General & Unrestricted 5,188
    CAMPAIGN LEGAL CENTER INC
    1101 14TH ST NW STE 400
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 25,000
    CAROLINA FOR KIBERA INC
    301 PITTSBORO ST STE 3002 CAMPUS BO
    CHAPEL HILL,NC27599     		N/A PC Girls Empowerment Program 7,000
    CENTER FOR BIOLOGICAL DIVERSITY INC
    PO BOX 710
    TUCSON,AZ85702     		N/A PC General & Unrestricted 1,000
    CENTER FOR WOMEN & THEIR WORK INC
    1604 LEIGH ST
    AUSTIN,TX78703     		N/A PC General & Unrestricted 3,000
    CENTRAL TEXAS FOOD BANK INC
    6500 METROPOLIS DR
    AUSTIN,TX78744     		N/A PC General & Unrestricted 7,500
    CHAPEL HILL CARRBORO PUBLIC SCHOOL FOUNDATION
    PO BOX 877
    CARRBORO,NC27510     		N/A PC COVID relief fund for families and children in the district 10,000
    CHAPMAN PARTNERSHIP INC
    1550 N MIAMI AVE 2 FLR ADMIN
    MIAMI,FL33136     		N/A PC General & Unrestricted 3,755
    CHATHAM COUNTY ARTS COUNCIL INCORPORATED
    PO BOX 418
    PITTSBORO,NC27312     		N/A PC Masks 4 Many project 1,000
    CHELSEAS FUND
    PO BOX 1472
    LANDER,WY82520     		N/A PC abortion related services and post-abortion LARCs 1,000
    CHICAGO ABORTION FUND
    333 W N AVE STE 267
    CHICAGO,IL60610     		N/A PC abortion services and LARCs 6,000
    CI FOUNDATION INC
    17301 SW 93RD AVE
    PALMETTO BAY,FL33157     		N/A PC General & Unrestricted 2,500
    CLINIC FOR THE REHABILITATION OF WILDLIFE INC
    3883 SANIBEL CAPTIVA RD
    SANIBEL,FL33957     		N/A PC General & Unrestricted 1,502
    COBALT FOUNDATION
    PO BOX 22485
    DENVER,CO80222     		N/A PC General & Unrestricted 10,000
    COLORADO ORGANIZATION FOR LATINA OPPORTUNITY AND R
    PO BOX 40991
    DENVER,CO80204     		N/A PC reproductive rights advocacy 5,000
    COLORADO ROCKY MOUNTAIN SCHOOL
    500 HOLDEN WAY
    CARBONDALE,CO81623     		N/A PC General & Unrestricted 750
    COLORADO STATE UNIVERSITY FOUNDATION
    PO BOX 1870
    FORT COLLINS,CO80522     		N/A PC Colorado Natural Heritage Program 5,000
    COMMON CAUSE EDUCATION FUND - NORTH CAROLINA
    907 GLENWOOD AVE
    RALEIGH,NC27605     		N/A PC General & Unrestricted 30,000
    COMMON GROUND PROJECT FLORIDA INC
    2834 NOTRE DAME AVE
    MELBOURNE,FL32935     		N/A PC Faith in Public Life Florida 10,000
    CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY
    PO BOX 29361
    SAN FRANCISCO,CA94129     		N/A PC General & Unrestricted 2,400
    CRADLES TO CRAYONS INC
    281 NEWTONVILLE AVE
    NEWTON,MA02460     		N/A PC General & Unrestricted 5,632
    DEFENDERS OF WILDLIFE
    1130 17TH ST NW
    WASHINGTON,DC20036     		N/A PC To protect elephants and their habitat 2,000
    DEMOCRACY NORTH CAROLINA
    3000 AERIAL CENTER PKWY
    MORRISVILLE,NC27560     		N/A PC General & Unrestricted 45,000
    DOMINICAN JOE FOUNDATION INC
    1415 DEAN ST
    FORT MYERS,FL33901     		N/A PC General & Unrestricted 1,000
    DORSET THEATRE FESTIVAL
    PO BOX 510
    DORSET,VT05251     		N/A PC General & Unrestricted 750
    DUKE UNIVERSITY
    PO BOX 90964
    DURHAM,NC27708     		N/A PC General & Unrestricted 5,000
    EARLY CHILDHOOD INITIATIVE INC
    3250 SW 3 AVE 6TH FL
    MIAMI,FL33129     		N/A PC General & Unrestricted 5,000
    EAST CHAPEL HILL ROTARY CLUB FOUNDATION
    PO BOX 2254
    CHAPEL HILL,NC27515     		N/A PC Teacher's Store 2,000
    ECO-INSTITUTE AT PICKARDS MOUNTAIN INC
    8519 PICKARDS MEADOW RD
    CHAPEL HILL,NC27516     		N/A PC General & Unrestricted 5,000
    EDUCATIONAL PROGRAMS FOR THE INTERNATIONAL COMMUNI
    PO BOX 609
    AUSTIN,TX78767     		N/A PC General & Unrestricted 7,000
    EL CENTRO HISPANO INC
    2000 CHAPEL HILL RD STE 26A
    DURHAM,NC27707     		N/A PC Enlace Latino NC 25,000
    EL PASOANS FIGHTING HUNGER
    9541 PLZ CIR
    EL PASO,TX79927     		N/A PC General & Unrestricted 5,000
    EMERGENCY MEDICAL ASSISTANCE INC
    PO BOX 33552
    PALM BCH GDNS,FL33420     		N/A PC abortion services and LARCs 5,000
    ENVIRONMENTAL DEFENSE FUND INCORPORATED
    4000 WESTCHASE BLVD STE 510
    RALEIGH,NC27607     		N/A PC North Carolina programming 8,000
    ENVIRONMENTAL DEFENSE FUND INCORPORATED
    257 PARK AVE SOUTH
    NEW YORK,NY10010     		N/A PC General & Unrestricted 6,000
    ENVIRONMENTAL GRANTMAKERS ASSOCIATION
    475 RIVERSIDE DR STE 960
    NEW YORK,NY10115     		N/A PC General & Unrestricted 3,100
    ENVIRONMENTAL LEARNING CENTER INC
    255 LIVE OAK DR
    VERO BEACH,FL32963     		N/A PC Charitable Event 5,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104     		N/A PC General & Unrestricted 5,632
    EX STUDENT'S ASSOCIATION OF THE UNIVERSITY OF TEXA
    PO BOX 7278
    AUSTIN,TX78713     		N/A PC 40 acres society Scholarship fund 7,500
    FAITH IN PUBLIC LIFE INC
    1990 M ST NW
    WASHINGTON,DC20036     		N/A PC Common Ground Project: The Faithful Voter - Tampa Bay 10,000
    FAMILIES IN NATURE
    4610 SHOALWOOD AVE
    AUSTIN,TX78756     		N/A PC General & Unrestricted 2,688
    FEEDING SOUTH FLORIDA INC
    2501 SW 32ND TERRRACE
    PEMBROKE PARK,FL33023     		N/A PC General & Unrestricted 3,755
    FEMINIST WOMENS HEALTH CENTER INC
    1924 CLIFF VALLEY WAY NE
    ATLANTA,GA30329     		N/A PC abortion related services and advocacy 6,000
    FERTILITY FOUNDATION OF TEXAS
    3801 N CAPITAL OF TEXAS HWY E240
    AUSTIN,TX78746     		N/A PC General & Unrestricted 2,000
    FLATHEAD SPAY & NEUTER TASK FORCE INC
    PO BOX 2095
    WHITEFISH,MT59937     		N/A PC General & Unrestricted 2,029
    FLORIDA ALLIANCE FOR CIVIC ENGAGEMENT INC
    25550 SW 152ND AVE
    HOMESTEAD,FL33032     		N/A PC Florida Communications and Research Hub 30,000
    FLORIDA IMMIGRANT COALITION INC
    2800 BISCAYNE BLVD STE 200
    MIAMI,FL33137     		N/A PC General & Unrestricted 5,000
    FLORIDA INSTITUTE FOR REFORM AND EMPOWERMENT INC
    134 E COLONIAL DR
    ORLANDO,FL32801     		N/A PC General & Unrestricted 5,000
    FLORIDA LEAGUE OF CONSERVATION VOTERS EDUCATION FU
    PO BOX 972
    TALLAHASSEE,FL32302     		N/A PC General & Unrestricted 5,000
    FOOD & WATER WATCH
    1616 P ST NW STE 300
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 10,000
    FRIENDS OF ANIMALS INC
    777 POST RD STE 205
    DARIEN,CT06820     		N/A PC General & Unrestricted 3,755
    FRIENDS OF HILDENE INC
    PO BOX 377
    MANCHESTER,VT05254     		N/A PC To promote green energy at Hildene 500
    FRIENDS OF JOHN COLTRANE
    PO BOX 2392
    HIGH POINT,NC27261     		N/A PC Charitable Event 5,000
    FRIENDS OF THE BASS MUSEUM INC
    2100 COLLINS AVE
    MIAMI BEACH,FL33139     		N/A PC General & Unrestricted 16,000
    FRIENDS OF THE CHAPEL HILL PUBLIC LIBRARY
    100 LIBRARY DR
    CHAPEL HILL,NC27514     		N/A PC General & Unrestricted 2,000
    FRIENDS OF THE EARTH
    1101 15TH ST NW 11TH FLOOR
    WASHINGTON,DC20005     		N/A PC EarthDay - fight climate change fund 3,000
    GANG ALTERNATIVE INC
    12000 BISCAYNE BLVD STE 402
    NORTH MIAMI,FL33181     		N/A PC Turkey Drive 5,000
    GEORGIA ALLIANCE EDUCATION FUND INC
    PO BOX 77971
    ATLANTA,GA30357     		N/A PC General & Unrestricted 73,994
    GLEN HIGHLAND FARM INC
    6699 FOX CENTRE PKWY STE 434
    GLOUCESTER,VA23061     		N/A PC General & Unrestricted 653
    GREEN CHIMNEYS CHILDRENS SERVICES INC
    PO BOX 719
    BREWSTER,NY10509     		N/A PC General & Unrestricted 3,755
    GUTTMACHER INSTITUTE INC
    125 MAIDEN LN 7TH FLOO
    NEW YORK,NY10038     		N/A PC General & Unrestricted 10,000
    HEALTH IN THE HOOD INC
    2020 N BAYSHORE DR STE 4102
    MIAMI,FL33137     		N/A PC General & Unrestricted 5,000
    HEART OF TEXAS LAB RESCUE INC
    PO BOX 81821
    AUSTIN,TX78708     		N/A PC General & Unrestricted 2,000
    HEART OF THE VALLEY HUMANE SOCIETY INC
    PO BOX 11390
    BOZEMAN,MT59719     		N/A PC General & Unrestricted 3,755
    HIGHER ED WORKS
    3737 GLENWOOD AVE STE 260
    RALEIGH,NC27612     		N/A PC General & Unrestricted 5,000
    HILL CENTER INC
    3200 PICKETT RD
    DURHAM,NC27705     		N/A PC General & Unrestricted 3,000
    HOPEWELL FUND
    1828 L ST NW
    WASHINGTON,DC20036     		N/A PC Resources for Abortion Delivery COVID-19 Emergency Relief fund 25,000
    HOUSTON FOOD BANK
    535 PORTWALL ST
    HOUSTON,TX77029     		N/A PC General & Unrestricted 7,500
    HUMANE FARMING ASSOCIATION
    PO BOX 3577
    SAN RAFAEL,CA94912     		N/A PC General & Unrestricted 3,755
    HUMANE SOCIETY OF VERO BEACH FLA
    6230 77TH ST
    VERO BEACH,FL32967     		N/A PC General & Unrestricted 1,000
    IN OUR OWN VOICE NATIONAL BLACK WOMENS REPRODUCTIV
    1012 14TH ST NW STE 450
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 5,000
    INDIAN RIVER COUNTY HEALTHY START COALITION INC
    1555 INDIAN RIVER BLVD STE B241
    VERO BEACH,FL32960     		N/A PC to implement a comprehensive Pre-Conception and Sexuality Health program 2,500
    INDIAN RIVER LAND TRUST INC
    80 ROYAL PALM POINTE STE 301
    VERO BEACH,FL32960     		N/A PC General & Unrestricted 15,000
    IPAS
    PO BOX 9990
    CHAPEL HILL,NC27515     		N/A PC General & Unrestricted 8,000
    JANES DUE PROCESS INC
    PO BOX 685137
    AUSTIN,TX78768     		N/A PC General & Unrestricted 10,390
    JEREMIAH PROGRAM
    1200 PAUL TERESA SALDANA ST
    AUSTIN,TX78702     		N/A PC General & Unrestricted 10,000
    JOHN'S ISLAND FOUNDATION INC
    6001 HWY A1A PMB 8323
    INDIAN RIVER SHORES,FL32963     		N/A PC General & Unrestricted 2,000
    JOHNS ISLAND COMMUNITY SERVICE LEAGUE
    4445 N HWY A1A
    VERO BEACH,FL32963     		N/A PC 20 years of serving those in need fund in Indian River County 5,000
    MAINE CITIZENS FOR CLEAN ELECTIONS
    PO BOX 18187
    PORTLAND,ME04112     		N/A PC General & Unrestricted 120,000
    MAKE A WISH FOUNDATION OF SOUTHERN FLORIDA INC
    4491 S STATE ROAD 7 STE 201
    FORT LAUDERDALE,FL33314     		N/A PC General & Unrestricted 5,000
    MARGARET BYRD RAWSON INSTITUTE INC
    122 E PATRICK ST 106
    FREDERICK,MD21701     		N/A PC General & Unrestricted 88,000
    MCCOMBS SCHOOL OF BUSINESS FOUNDATION
    2110 SPEEDWAY MAIL STOP B6006
    AUSTIN,TX78712     		N/A SO I General & Unrestricted 10,000
    MCKEE BOTANICAL GARDEN INC
    350 US HWY 1
    VERO BEACH,FL32962     		N/A PC General & Unrestricted 1,500
    MEMPHIS CENTER FOR REPRODUCTIVE
    1203 POPLAR AVE
    MEMPHIS,TN38104     		N/A PC abortion services and post abortion LARCs 6,000
    MENTAL HEALTH ASSOCIATION IN INDIAN RIVER COUNTY I
    820 37TH PL
    VERO BEACH,FL32960     		N/A PC Charitable Event 10,000
    MENTAL HEALTH SUPPORTERS INC
    9536 OLD PINE RD
    BOCA RATON,FL33428     		N/A PC General & Unrestricted 2,500
    MIAMI CHILDRENS HEALTH SYSTEM FOUNDATION INC
    3100 SW 62ND AVE
    MIAMI,FL33155     		N/A PC General & Unrestricted 13,280
    MIAMI CHILDRENS INITIATIVE INC
    5400 NW 22ND AVE 4TH FLR
    MIAMI,FL33142     		N/A PC General & Unrestricted 5,000
    MOHAWK AND HUDSON RIVER HUMANE SOCIETY
    3 OAKLAND AVE
    MENANDS,NY12204     		N/A PC General & Unrestricted 3,004
    MONTANA FOOD BANK NETWORK INC
    5625 EXPY
    MISSOULA,MT59808     		N/A PC General & Unrestricted 3,755
    MOUNT SINAI MEDICAL CENTER FOUNDATION INC
    4300 ALTON RD
    MIAMI BEACH,FL33140     		N/A PC General & Unrestricted 2,500
    NARAL PRO CHOICE MARYLAND FUND INC
    1323 N CALVERT ST STE A
    BALTIMORE,MD21202     		N/A PC General & Unrestricted 13,000
    NARAL PRO-CHOICE AMERICA FOUNDATION
    1725 EYE ST NW SUITE 900
    WASHINGTON,DC20006     		N/A PC To protect access to affordable abortion services 5,000
    NARAL PRO-CHOICE ARIZONA FOUNDATION
    4141 N 32ND ST STE 105
    PHOENIX,AZ85018     		N/A PC abortion services and advocacy 6,000
    NARAL PRO-CHOICE CONNECTICUT FOUNDATION INC
    1 MAIN ST STE T4
    HARTFORD,CT06106     		N/A PC General & Unrestricted 8,000
    NATIONAL ABORTION FEDERATION
    1090 VERMONT AVE NW STE 1000
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 8,000
    NATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AN
    747 3RD AVE RM 33C
    NEW YORK,NY10017     		N/A PC for research connecting anxiety to inability to sleep and other physical problems 2,000
    NATIONAL AUDUBON SOCIETY INC
    225 VARICK ST 7TH FLOOR
    NEW YORK,NY10014     		N/A PC designated for Audubon North Carolina 3,000
    NATIONAL NETWORK OF ABORTION FUNDS
    PO BOX 473
    EAU CLAIRE,WI54702     		N/A PC abortion services and/or post abortion LARCs and the options fund 6,000
    NATIONAL NETWORK OF ABORTION FUNDS
    9450 SW GEMINI DR PMB 16009
    BEAVERTON,OR97008     		N/A PC the covid-19 relief crises fund 5,000
    NATIONAL NETWORK OF ABORTION FUNDS
    9450 SW GEMINI DR PMB 16009
    BEAVERTON,OR97008     		N/A PC Maria Fund for Social Justice, Mexico City 8,000
    NATIONAL NETWORK OF ABORTION FUNDS
    512 1ST AVE N
    FARGO,ND58102     		N/A PC North Dakota Women in Need to cover abortion services, post abortion LARCs, and civic engagement with clients 1,000
    NATIONAL NETWORK OF ABORTION FUNDS
    PO BOX 227336
    DALLAS,TX75222     		N/A PC General & Unrestricted 5,000
    NATIONAL NETWORK OF ABORTION FUNDS
    224 FOREST AVE
    VERMILLION,SD57069     		N/A PC South Dakota Access for Every Woman, abortion services and post abortion LARCs 1,000
    NATIONAL NETWORK OF ABORTION FUNDS
    9450 SW GEMINI DR PMB 16009
    BEAVERTON,OR97008     		N/A PC Fondo De Aborto Para La Justicia Social MARIA 6,000
    NATIONAL NETWORK OF ABORTION FUNDS
    PO BOX 770141
    NEW ORLEANS,LA70117     		N/A PC New Orleans Abortion Fund - abortion services and post abortion LARCs 6,000
    NATIONAL NETWORK OF ABORTION FUNDS
    1153 EASTFIELD AVE
    AUSTIN,TX78721     		N/A PC Lilith Fund 5,000
    NATIONAL NETWORK OF ABORTION FUNDS - FUND TEXAS CH
    3005 S LAMAR BLVD D-109 111
    AUSTIN,TX78704     		N/A PC General & Unrestricted 5,000
    NATIONAL NETWORK OF ABORTION FUNDS - RICHMOND REPR
    PO BOX 7389
    RICHMOND,VA23221     		N/A PC Abortion Services and/or Post Abortion LARCS 6,000
    NATIONAL NETWORK OF ABORTION FUNDS-- FREEDOM FUND
    PO BOX 92
    MARSHFIELD,WI54449     		N/A PC Freedom Fund - abortion services and post abortion LARCs 6,000
    NATIONAL WOMENS HEALTH NETWORK INC
    1413 K ST NW 4TH FL
    WASHINGTON,DC20005     		N/A PC Plan C Initiative 10,000
    NATURAL RESOURCES DEFENSE COUNCIL INC
    40 WEST 20TH ST 11TH FLOOR
    NEW YORK,NY10011     		N/A PC General & Unrestricted 5,000
    NEADS INC
    PO BOX 1100
    PRINCETON,MA01541     		N/A PC General & Unrestricted 1,502
    NEW ERA COLORADO FOUNDATION
    PO BOX 181153
    DENVER,CO80218     		N/A PC General & Unrestricted 25,000
    NEW FLORIDA MAJORITY EDUCATION FUND INC
    10800 BISCAYNE BLVD STE 1050
    MIAMI,FL33161     		N/A PC General & Unrestricted 35,000
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW STE 300
    WASHINGTON,DC20036     		N/A PC All Above All progam 8,000
    NORTH CAROLINA ASIAN AMERICANS TOGETHER
    711 HILLSBOROUGH ST STE 102
    RALEIGH,NC27603     		N/A PC General & Unrestricted 5,000
    NORTH CAROLINA BLACK ALLIANCE INC
    PO BOX 27886
    RALEIGH,NC27611     		N/A PC General & Unrestricted 10,000
    NORTH CAROLINA COASTAL FEDERATION INC
    3609 NC 24
    NEWPORT,NC28570     		N/A PC General & Unrestricted 3,000
    NORTH CAROLINA COMMUNITY FOUNDATION INC
    3737 GLENWOOD AVE STE 460
    RALEIGH,NC27612     		N/A PC NC Network of Grantmakers 3,000
    NORTH CAROLINA CONSERVATION NETWORK
    234 FAYETTEVILLE ST
    RALEIGH,NC27601     		N/A PC General & Unrestricted 3,000
    NORTH SHORE ANIMAL LEAGUE AMERICA INC
    25 DAVIS AVE
    PORT WASHINGTON,NY11050     		N/A PC General & Unrestricted 3,755
    OCEAN CONSERVANCY INC
    1300 19TH ST NW 8TH FLOOR
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 1,000
    OHIO STATE UNIVERSITY
    1480 W LANE AVE
    COLUMBUS,OH43221     		N/A GOV College of Biological Science 6,000
    OHIO STATE UNIVERSITY FOUNDATION
    1480 W LANE AVE
    COLUMBUS,OH43221     		N/A PC Women's philanthropic group 3,000
    ONE ARIZONA
    530 E MCDOWELL RD
    PHOENIX,AZ85004     		N/A PC General & Unrestricted 5,000
    PASSION FOR PAWS
    PO BOX 373
    PALM BEACH,FL33480     		N/A PC General & Unrestricted 5,000
    PHILANTHROPY COLORADO
    PO BOX 48149
    DENVER,CO80204     		N/A PC General & Unrestricted 1,000
    PITTIELOVE RESCUE INC
    PO BOX 3532
    FRAMINGHAM,MA01705     		N/A PC General & Unrestricted 751
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    123 WILLIAMS ST 10TH FL
    NEW YORK,NY10038     		N/A PC to fund abortions and contraceptives 40,000
    PLANNED PARENTHOOD GULF COAST INC
    4600 GULF FWY
    HOUSTON,TX77023     		N/A PC General & Unrestricted 8,000
    PLANNED PARENTHOOD OF GREATER TEXAS
    7424 GREENVILLE AVE STE 206
    DALLAS,TX75231     		N/A PC General & Unrestricted 10,000
    PLANNED PARENTHOOD OF MARYLAND INC
    330 N HOWARD ST
    BALTIMORE,MD21201     		N/A PC General & Unrestricted 18,000
    PLANNED PARENTHOOD OF NORTHERN CENTRAL AND SOUTHER
    196 SPEEDWELL AVE
    MORRISTOWN,NJ07960     		N/A PC abortion access 2,500
    PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
    784 HERCULES DRIVE STE 110
    COLCHESTER,VT05446     		N/A PC The Laura Fund 5,000
    PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC
    345 WHITNEY AVE
    NEW HAVEN,CT06511     		N/A PC Abortion SERVICES and long term contraceptives 1,500
    PLANNED PARENTHOOD SOUTH ATLANTIC
    100 S BOYLAN AVE
    RALEIGH,NC27603     		N/A PC General & Unrestricted 20,000
    POPULATION CONNECTION
    2120 L NW ST
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 5,000
    PRINCETON INTERNSHIPS IN CIVIC SERVICE INC
    1919 HILLTOP RD
    JENKINTOWN,PA19046     		N/A PC General & Unrestricted 1,000
    PROGRESS FLORIDA EDUCATION INSTITUTE
    1010 CENTRAL AVE STE 209
    ST PETERSBURG,FL33705     		N/A PC General & Unrestricted 35,000
    PROGRESS TEXAS INSTITUTE
    PO BOX 162922
    AUSTIN,TX78716     		N/A PC General & Unrestricted 25,000
    PROVIDE INC
    PO BOX 410164
    CAMBRIDGE,MA02141     		N/A PC General & Unrestricted 5,000
    PUPPIES BEHIND BARS INC
    263 WEST 38 ST 4TH FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 1,502
    PUSHBLACK
    700 12TH ST NW STE 700 PMB 90791
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 25,000
    RAINFOREST ACTION NETWORK
    425 BUSH ST STE 300
    SAN FRANCISCO,CA94108     		N/A PC General & Unrestricted 2,500
    REPRODUCTIVE HEALTH INVESTORS ALLIANCE INC
    47 KEARNY ST STE 600
    SAN FRANCISCO,CA94108     		N/A PC Corporate Accountability Program 10,000
    RIVERSIDE THEATRE INC
    3250 RIVERSIDE PARK DR
    VERO BEACH,FL32963     		N/A PC General & Unrestricted 5,000
    ROCKY MOUNTAIN INSTITUTE
    2490 JCT PLACE STE 200
    BOULDER,CO80302     		N/A PC General & Unrestricted 5,000
    ROCKY MOUNTAIN PLANNED PARENTHOOD INC
    7155 E 38TH AVE
    DENVER,CO80207     		N/A PC General & Unrestricted 6,000
    SECU FAMILY HOUSE AT UNC HOSPITALS
    123 OLD MASON FARM RD
    CHAPEL HILL,NC27517     		N/A PC General & Unrestricted 3,000
    SIERRA CLUB FOUNDATION
    2101 WEBSTER ST STE 1250
    OAKLAND,CA94612     		N/A PC EARTH DAY with focus on Florida 4,000
    SOUL DOG RESCUE
    1245 FACTORY CIR
    FORT LUPTON,CO80621     		N/A PC General & Unrestricted 3,755
    SOUTHERN ENVIRONMENTAL LAW CENTER
    201 W MAIN ST STE 14
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 5,000
    SOUTHERN VERMONT ARTS CENTER INCORPORATED
    930 SOUTHERN VERMONT ARTS CENTER DR
    MANCHESTER,VT05254     		N/A PC General & Unrestricted 1,000
    SPCA OF WESTCHESTER INC
    590 N STATE RD
    BRIARCLIFF,NY10510     		N/A GOV General & Unrestricted 6,008
    ST STEPHENS EPISCOPAL SCHOOL
    6500 ST STEPHENS DR
    AUSTIN,TX78746     		N/A PC General & Unrestricted 15,000
    THE FOOD BANK OF WESTERN MASSACHUSETTS INC
    97 N HATFIELD RD
    HATFIELD,MA01038     		N/A PC General & Unrestricted 4,806
    THE LITTLE LIGHTHOUSE FOUNDATION INC
    100 BISCAYNE BLVD STE 1607
    MIAMI,FL33132     		N/A PC Do Good Feel Good Program 25,000
    THE LITTLE LIGHTHOUSE FOUNDATION INC
    100 BISCAYNE BLVD STE 1607
    MIAMI,FL33132     		N/A PC General & Unrestricted 37,632
    THE MOTIVATIONAL EDGE INC
    1550 NW 36TH ST
    MIAMI,FL33142     		N/A PC General & Unrestricted 5,000
    THE NATIONAL ORGANIZATION FOR WOMEN FOUNDATION INC
    PO BOX 1848
    MERRIFIELD,DC22116     		N/A PC General & Unrestricted 5,000
    THE NATURE CONSERVANCY
    2500 MAITLAND CENTER PKWY STE 311
    MAITLAND,FL32751     		N/A PC General & Unrestricted 5,000
    THE PINK HOUSE FUND
    422 FONDREN CT
    JACKSON,MS39216     		N/A PC abortion services and post abortion LARCs 6,000
    THIRTY PERCENT COALITION
    9235 RED WASH DR
    JENSEN,UT84035     		N/A PC General & Unrestricted 15,000
    TIDES FOUNDATION
    PO BOX 399389
    SAN FRANCISCO,CA94139     		N/A PC Poder Latinx Collective Action Fund 9,078
    TIDES FOUNDATION
    PO BOX 399389
    SAN FRANCISCO,CA94139     		N/A PC Poder Latinx Collective Action Fund 20,000
    TRUST WOMEN FOUNDATION INC
    5107 E KELLOGG DR
    WICHITA,KS67218     		N/A PC Abortion Services and/or Post Abortion LARCS 6,000
    TRUSTEES OF THE SMITH COLLEGE
    23 ELM ST
    NORTHAMPTON,MA01063     		N/A PC To the SEED program to foster investment in sustainable energy for the college 1,500
    UNITED AGAINST POVERTY INC
    2746 US HWY 1
    VERO BEACH,FL32960     		N/A PC To help clients deal with effects of the Corona Virus 4,000
    UNITED COUNSELING SERVICE OF BENNINGTON COUNTY INC
    PO BOX 588
    BENNINGTON,VT05201     		N/A PC General & Unrestricted 2,000
    UNIVERSITY OF NORTH CAROLINA CHAPEL HILL ARTS AND
    523 E FRANKLIN ST
    CHAPEL HILL,NC27514     		N/A PC PlayMakers Repertory Company 5,000
    VERMONT PUBLIC INTEREST RESEARCH AND EDUCATION FUN
    141 MAIN ST
    MONTPELIER,VT05602     		N/A PC General & Unrestricted 2,500
    VERO BEACH MUSEUM OF ART INC
    3001 RIVERSIDE PARK DR
    VERO BEACH,FL32963     		N/A PC General & Unrestricted 1,000
    VIZCAYA MUSEUM AND GARDENS TRUST INC
    3251 S MIAMI AVE
    MIAMI,FL33129     		N/A PC General & Unrestricted 5,000
    VNA & HOSPICE OF THE SOUTHWEST REGION INC
    7 ALBERT CREE DR
    RUTLAND,VT05701     		N/A PC General & Unrestricted 2,000
    VNA HOSPICE OF INDIAN RIVER COUNTY INC
    1110 35TH LN
    VERO BEACH,FL32960     		N/A PC General & Unrestricted 1,000
    VOTO LATINO FOUNDATION INC
    PO BOX 35608
    WASHINGTON,DC20033     		N/A PC General & Unrestricted 25,000
    WESTCAVE PRESERVE CORPORATION DBA WESTCAVE OUTDOOR
    6805 GUADALUPE ST
    AUSTIN,TX78752     		N/A PC General & Unrestricted 5,000
    WOMEN HAVE OPTIONS INC
    PO BOX 1611
    COLUMBUS,OH43216     		N/A PC Abortion Services and/or Post Abortion LARCS 6,000
    WOMENS EMERGENCY NETWORK INC
    PO BOX 566392
    MIAMI,FL33256     		N/A PC General & Unrestricted 1,567
    WOMENS EMERGENCY NETWORK INC
    PO BOX 566392
    MIAMI,FL33256     		N/A PC Abortion Services and/or Post Abortion LARCS 6,000
    WOMENS HEALTH PROJECT INC
    227 N DUBUQUE ST
    IOWA CITY,IA52245     		N/A PC Abortion Services and/or Post Abortion LARCS 6,000
    WOMENS MEDICAL FUND INC
    PO BOX 248
    MADISON,WI53701     		N/A PC Abortion Services and/or Post Abortion LARCS 6,000
    WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT WRRA
    2633 LINCOLN BLVD 338
    SANTA MONICA,CA90405     		N/A PC Abortion Services and/or Post Abortion LARCS 6,000
    WORLD WILDLIFE FUND INC
    1250 24TH ST NW
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 2,500
    YOU CAN VOTE
    902 BROAD ST
    DURHAM,NC27705     		N/A PC General & Unrestricted 10,000
    Total .................................bullet 3a 1,972,159
    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 5,462  
    4 Dividends and interest from securities....     14 190,000  
    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 ............     		525990 1 18 1,848,699  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		525990 -95 14 69,033  
    bCLASS ACTION LAWSUIT PROCEEDS     01 2,401  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -94 2,115,595  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,115,501
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    The Prentice Foundation Inc
    EIN:
    06-1386173
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Audit Fees 12,000     12,000

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

    TY 2020 DepreciationSchedule
    Name:
    The Prentice Foundation Inc
    EIN:
    06-1386173
    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 GeneralExplanationAttachment
    Name:
    The Prentice Foundation Inc
    EIN:
    06-1386173
    Identifier Return Reference Explanation
    PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $1,848,699 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $1 TOTAL PART I, LINE 6A: $1,848,700 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $6,663,072 BOOK BASIS: $5,596,650 NET GAIN/(LOSS): $1,066,422 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $687,025 SALES OF OTHER ITEMIZED ASSETS GROSS SALES PRICE: $1,014,795 BOOK BASIS: $919,542 NET GAIN/(LOSS): $95,253

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Prentice Foundation Inc
    EIN:
    06-1386173
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC 99,705 183,892
    ACI WORLDWIDE INC 49,755 79,473
    ACTIVISION BLIZZARD INC 91,969 125,812
    ADIDAS AG 42,631 66,425
    ADYEN N.V. 67,621 149,640
    AGILENT TECHNOLOGIES INC 35,392 56,520
    AIA GROUP LTD ADR 137,960 185,564
    AKAMAI TECH COM STK 24,578 30,447
    AKZO NOBEL NV-ADR 46,480 52,071
    ALCON INC 81,474 86,236
    ALFA LAVAL AB 39,221 44,965
    ALIBABA GROUP HOLDING LTD 132,212 190,140
    ALIGN TECHNOLOGY, INC 71,670 161,383
    ALLIANZ SE 88,242 93,350
    ALPHABET INC CL A 42,459 127,943
    ALPHABET INC CL C 137,984 353,879
    AMAZON COM 91,308 426,657
    AMBEV SA 52,660 36,200
    AMDOCS LIMITED 11,441 13,477
    AMER FIN GRP HLD 13,182 16,648
    AMERIPRISE FINANCIAL INC 78,008 145,748
    ANALOG DEVICES INC 214,629 256,459
    APPLE INC 53,780 235,127
    APPLIED IDNS TECH 14,879 23,787
    APTAR GROUP INC 17,263 30,800
    ASHTEAD GROUP PLC 42,682 58,366
    ASPEN TECHNOLOGY, INC 15,761 35,819
    ASSA ABLOY UNSP/ADR 40,593 44,071
    ATLAS COPCO AB A SHS ADR 68,430 108,800
    AUTODESK, INC 104,460 129,159
    AVERY DENNISON CORP 15,660 29,471
    BANCO BILBAO ARG SA 90,415 58,934
    BANCO ITAU HOLDING FINANCIERA 55,537 52,861
    BERKSHIRE HATHAWAY INC. CLASS 114,527 200,336
    BGC PARTNERS INC 58,910 39,280
    BLACKROCK INC 92,387 134,928
    BOOKING HOLDINGS INC 201,008 294,000
    BRIGHT HORIZONS FAMILY SOLUTIO 51,394 67,812
    BROADRIDGE FINANCIAL 18,573 19,150
    BROOKFIELD ASSET MANAGEMENT CL 54,937 69,705
    BROWN & BROWN INC 9,099 19,438
    C H ROBINSON WORLDWIDE INC 15,968 21,121
    CALAVO GROWERS, INC 28,222 26,383
    CAMDEN PPTY TR 22,532 24,980
    CANADIAN NATL RAILWAY CO 64,788 111,058
    CARMAX INC 101,815 173,145
    CARRIER GLOBAL 39,519 84,795
    CARTER'S INC 21,611 25,399
    CATALENT INC 28,415 58,071
    CBIZ, INC 41,229 80,815
    CBOE HOLDINGS INC 19,190 19,090
    CDK GLOBAL INC 18,939 17,881
    CHANGE HEALTHCARE INC 46,723 70,516
    CHECK POINT SOFTWARE TECHNOLOG 64,826 82,404
    CHEMED CORP 16,021 37,283
    CHOICE HOTELS INTERNATIONAL IN 7,661 13,875
    CHUGAI PHARMACEUTICAL CO., LTD 32,036 73,416
    CIRCOR INTL INC 53,046 57,007
    CITRIX SYSTEMS INC 38,574 39,681
    CLOSE BROTHERS GROUP 25 P ORD 25,782 34,206
    CME GROUP, INC 84,815 86,292
    COHEN & STEERS INC 12,036 19,690
    COLFAX CORPORATION 53,799 72,006
    COLUMBIA BANKING SYSTEM, INC 58,662 69,933
    COLUMBIA SPORTSWEAR CO 20,105 19,661
    COMMMUNITY HEALTHCARE TRUST 35,648 54,506
    COMPASS GROUP PLC ADR 31,365 37,610
    CONAGRA FOODS INC 71,450 77,778
    COOPER COMPANIES INC 31,092 43,598
    CORESITE REALTY CORPORATION 16,110 29,441
    CREDICORP LTD 4,508 6,069
    CROWN CASTLE INTL 99,590 152,504
    CUBESMART 11,827 14,788
    DASSAULT SYS SA SPN ADR 124,470 155,197
    DBS GROUP HLDGS SPON ADR 127,672 132,175
    DENTSPLY SIRONA INC 22,264 23,562
    DEXCOM, INC 51,928 130,141
    DIAGEO PLC ADS 61,367 61,459
    DOCUSIGN INC 48,859 204,738
    DOLBY LABORATORIES 20,875 31,082
    DONALDSON CO. INC 29,269 38,278
    DORMAN PRODUCTS INC 14,201 21,705
    EAST WEST BANCORP, INC 16,672 21,045
    EDWARDS LIFESCIENCES 36,910 182,916
    ERSTE BK DER OEST SP 25,014 31,639
    ESCO TECH INC 28,177 35,198
    ESTEE LAUDER COMPANIES INC 104,779 125,642
    EXPEDITORS INTL WASH INC 22,763 37,093
    EXPERIAN GROUP LTD S/ADR 64,820 67,835
    F5 NETWORKS, INC 22,551 33,429
    FACEBOOK INC 217,990 471,200
    FACTSET RESH SYST INC 17,956 28,263
    FANUC LIMITED UNSPONSORED 85,767 96,834
    FB FINANCIAL CORPORATION 58,270 61,368
    FIDELITY NATIONAL INFORMATION 51,245 54,462
    FIRST MERCHANTS CORPORATION 70,637 73,735
    FIRST REPUBLIC BANK 116,583 130,327
    FLOWERS FOODS INC 23,270 24,554
    FOMENTO ECONOMICO MEXICANO 62,126 62,434
    FRANKLIN ELECTRIC CO., INC 9,594 15,572
    FUCHS PETROLUB SE 24,719 25,507
    GUARDANT HEALTH INC 92,551 130,942
    HDFC BANK LTD ADR 26,241 39,020
    HEINEKEN N V S ADR 47,030 57,459
    HENRY JACK & ASSOC INC 10,945 14,579
    HENRY SCHEIN INC 13,128 14,041
    HILL-ROM HOLDINGS, INC 32,823 31,840
    HOSTESS BRANDS INC 64,176 68,837
    HOWARD HUGHES CORPORATION 58,930 46,805
    HUBBELL INCORPORATED 27,407 37,630
    ICICI BK LTD ADS 31,831 52,025
    ILLUMINA INC COM 110,927 126,910
    INFINEON TECH ADS 82,092 150,191
    ING GROUP N V SPONSORED ADR 46,760 56,432
    INSULET CORPORATION 58,649 79,245
    INTERPUBLIC GROUP OF COS 29,958 32,810
    INTUIT 50,505 82,048
    IPG PHOTONICS CORP 23,495 36,925
    J2 GLOBAL INC 70,972 94,173
    JACOBS ENGINEERING GP 89,655 124,105
    JONES LANG LASALLE 27,242 28,190
    JP MORGAN CHASE 107,666 151,086
    KAMAN CORPORATION 36,455 47,932
    KAR AUCTION SERVICES INC 61,686 64,353
    KDDI CP UNSP ADR 46,882 45,618
    KEYSIGHT TECHNOLOGIES INC 129,443 171,717
    KKR & CO INC 61,958 93,856
    KOMATSU LTD 46,764 53,782
    KUBOTA CORPORATION 94,034 131,525
    L'AIR LIQUIDE ADR OTC 24,207 32,693
    L'OREAL ADR 61,190 104,021
    LAMAR ADVERTISING CO CL A REIT 19,672 23,718
    LAMB WESTON HOLDINGS INC 12,929 15,748
    LANCASTER COLONY CORPORATION 14,615 19,292
    LIGAND PHARMACEUTICALS INC 79,168 68,322
    LINCOLN ELECTRIC HOLDING INC 17,963 25,575
    LITHIA MOTORS INC CL A 28,139 69,948
    LONZA GROUP AG UNSP/ADR 40,081 88,366
    LOWES COMPANIES INC 82,279 203,045
    LULULEMON ATHLETICA INC 43,782 70,998
    LVMH MOET HENN UNSP 40,337 55,879
    M&T BANK CORP 30,745 37,554
    MAGNA INTERNATIONAL INC 40,308 57,702
    MANHATTAN ASSOCIATES INC 16,546 29,976
    MARUI CO LTD ADR OTC 34,916 39,003
    MASCO CORP 17,428 24,169
    MASIMO CORPORATION 8,779 18,787
    MASTERCARD INC 65,059 311,965
    MATCH GROUP INC 122,319 223,761
    MEDICAL PROPERTIES TRUST, INC 28,401 44,648
    MEDPACE HOLDINGS, INC 26,798 41,760
    MERCK & CO INC 40,742 54,642
    MICROSOFT CORP 104,282 487,988
    MIDDLEBY CORPORATION 17,697 19,983
    NETAPP, INC 19,711 25,834
    NEWMARK GROUP INC 23,210 21,731
    NEXSTAR MEDIA GROUP, INC 64,709 77,962
    NIDEC CORPORATION ADR 44,404 68,789
    NIKE INC-CL B 116,399 219,561
    NOMAD FOODS LIMITED 78,485 115,610
    NORDSON CP 15,190 22,105
    NOTORI HOLDINGS 25,185 38,823
    NOVOZYMES A/S UNSP/ADR 29,977 33,101
    NVIDIA CORP 22,587 54,309
    OKTA INC 21,682 65,853
    OLD DOMINION FREIGHT LINES 39,775 81,976
    OMNICOM GROUP 28,515 32,432
    OSI SYSTEMS, INC 32,810 40,271
    OTIS WORLDWIDE CORP 50,917 60,727
    OTSUKA HOLDINGS CO 41,482 41,510
    OXFORD INDUSTRIES 48,222 49,001
    PACIFIC PREMIER BANCORP INC 70,653 73,124
    PACKAGING CORP AMER 17,397 24,134
    PACWEST BANCORP 92,698 84,023
    PAYPAL HOLDINGS, INC 60,752 406,570
    PERKIN ELMER INC 25,203 45,920
    PHYSICIANS REALTY TRUST 42,352 39,107
    PING AN INSURANCE GROUP ADR 53,323 55,591
    PROGRESS SOFTWARE CORP 27,702 32,989
    PROVIDENCE SERVICE CORP 36,601 74,999
    QUALCOMM INC 112,889 116,083
    RECKITT BENCKISER GROUP 46,315 41,332
    RENTOKIL INITIAL PLC SPON ADR 48,208 47,633
    ROCHE HOLDING LTD ADR 65,756 91,538
    ROCKWELL AUTOMATION INC 167,834 203,658
    RPM INTERNATIONAL INC 22,507 35,404
    S&P GLOBAL INC COM 95,957 158,119
    SAFRAN SA - UNSPON ADR 41,840 50,176
    SALESFORCE.COM 72,499 144,645
    SAP AKTIENGESELL ADS 95,811 113,309
    SBA COMMUNICATIONS CORP 49,589 84,921
    SCHNEIDER ELEC UNSP/ADR 60,526 88,008
    SEI INVESTMENTS 32,799 38,505
    SGS SA UNSP ADR 31,300 35,892
    SHIONOGI & CO LTD 31,356 29,263
    SIGNATURE BANK 23,270 25,705
    SILGAN HOLDINGS, INC 59,582 75,384
    SILICON MOTION TECHNOLOGY CORP 62,135 73,718
    SMITH A O CORP DEL COM 23,392 26,588
    SONOVA HOLDING AG AD 25,896 43,180
    SONY CORP ADR 63,208 78,959
    SPECTRUM BRANDS HOLDINGS INC 18,115 19,034
    SPLUNK INC 70,752 88,683
    SPOTIFY TECHNOLOGY SA 55,166 107,614
    STAG INDUSTRIAL INC 7,583 10,022
    STARWOOD PROPERTY TRUST INC 52,998 71,661
    STERIS PLC 19,727 36,013
    SVB FINANCIAL GROUP 16,140 32,966
    SYMRISE AG UNSPONSORED 93,222 122,600
    SYSMEX CORP UNSP ASDR 43,107 59,909
    TAIWAN SEMICONDUCTOR MFG CO LT 107,339 272,818
    TELEDYNE TECH INC 3,577 8,232
    TENCENT HOLDINGS LIMITED 59,684 86,843
    TEXAS ROADHOUSE, INC 8,715 19,540
    THE BLACKSTONE GROUP INC CL A 45,995 65,199
    THE HAIN CELESTIAL GROUP, INC 51,381 76,646
    THE JM SMUCKER COMPANY 28,936 30,634
    THERMO FISHER SCIENTIFIC INC 50,011 116,445
    TJX COMPANIES INC 21,310 48,486
    TOPBUILD CORP 35,770 36,816
    TRACTOR SUPPLY CO COM 21,595 31,631
    UMB FINANCIAL CORPORATION 12,559 16,696
    UNICHARM CORP - SPN ADR 58,467 82,493
    UNIFIRST CP 22,240 35,987
    UNILEVER PLC AMER 114,279 121,444
    UNITED RENTALS INC 32,638 78,617
    UNITEDHEALTH GROUP INC 117,161 184,458
    USD CYRUSONE INC 11,587 11,338
    VERINT SYSTEMS INC 56,805 72,823
    VERRA MOBILITY CORPORATION 8,267 8,361
    VISA INC 151,992 575,040
    WALT DISNEY HOLDINGS CO 152,455 245,499
    WATERS CORP 31,896 40,824
    WILLIAMS SONOMA INC 18,207 29,024
    YANDEX N V 12,802 30,198
    ZOETIS INC 126,701 164,011

    TY 2020 InvestmentsOtherSchedule2
    Name:
    The Prentice Foundation Inc
    EIN:
    06-1386173
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALTERNATIVE INVESTMENTS SUSTAI   2,052,075 2,684,913
    DBL PARTNERS III, LP   941,811 1,544,576
    DBL PTNS IV, LP   365,292 361,827
    GENERATION IM CLIMATE SOLUTION   501,383 2,561,329
    GENERATION IM GLOBAL EQUITY FD   6,817,351 8,509,992
    GENERATION IM SUSTAINABLE SOLU   577,500 595,214
    RESPONSIBLE EMERGING MKTS EQUI   1,255,709 1,887,089

    TY 2020 OtherExpensesSchedule
    Name:
    The Prentice Foundation Inc
    EIN:
    06-1386173
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 46,023     46,023
    Bank Charges 4,355 4,355    
    Insurance Premiums 2,395     2,395
    K-1 Exp DBL PARTNERS III, LP 39,195 38,975    
    K-1 Exp DBL PTNS IV, LP 22,918 22,849    
    K-1 Exp GENERATION IM GLOBAL E 63,969 63,969    
    K-1 Exp NORTH SKY CLEANTECH VE 7,029 7,028    
    Payroll Processing Fees 660     660
    Registered Agent Fee 235     235
    State or Local Filing Fees 60     60


    TY 2020 OtherIncomeSchedule2
    Name:
    The Prentice Foundation Inc
    EIN:
    06-1386173
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss DBL PARTNERS III, LP 1,115 1,115  
    K-1 Inc/Loss DBL PTNS IV, LP 85 85  
    K-1 Inc/Loss GENERATION IM GLOBAL EQUITY FD, LLC 67,932 67,932  
    K-1 Inc/Loss NORTH SKY CLEANTECH VENTURES, LP -194 -99  
    Class Action Lawsuit Proceeds 2,401 2,401  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Prentice Foundation Inc
    EIN:
    06-1386173
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 145,922 145,922    


    TY 2020 TaxesSchedule
    Name:
    The Prentice Foundation Inc
    EIN:
    06-1386173
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 17,500      
    990-PF Excise Tax for 2018 17,923      
    990-PF Extension for 2019 14,480      
    Foreign Tax Paid 12,441 12,441    
    STATE INCOME TAX 2019 143