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
MEAD FAMILY FOUNDATION
C/O INTENTIONAL PHILANTHROPY LLC
Number and street (or P.O. box number if mail is not delivered to street address)3 BETHESDA METRO CENTER NO 960
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD20814
A Employer identification number

52-1646030
B Telephone number (see instructions)

(301) 761-4433
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$27,262,034
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 211 211  
4 Dividends and interest from securities... 523,490 523,490  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 384,435
b Gross sales price for all assets on line 6a 11,477,385
7 Capital gain net income (from Part IV, line 2)... 384,435
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)....... 17,551 17,551  
12 Total. Add lines 1 through 11........ 925,687 925,687  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 463 0   463
b Accounting fees (attach schedule)....... 6,500 0   6,500
c Other professional fees (attach schedule).... 271,097 92,841   178,256
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 248 0   248
23 Other expenses (attach schedule)....... 43,442 36,524   6,918
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 321,750 129,365   192,385
25 Contributions, gifts, grants paid....... 1,442,500 1,442,500
26 Total expenses and disbursements. Add lines 24 and 25 1,764,250 129,365   1,634,885
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -838,563
b Net investment income (if negative, enter -0-) 796,322
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............. 109,746 62,258 62,258
2 Savings and temporary cash investments......... 720,712 572,618 572,618
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) 1,679,582 Click to see attachment1,748,335 1,855,416
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 1,754,807 Click to see attachment2,938,403 3,114,088
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 18,381,502 Click to see attachment16,486,172 21,657,654
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) 22,646,349 21,807,786 27,262,034
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........... 22,646,349 21,807,786
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 22,646,349 21,807,786
30 Total liabilities and net assets/fund balances (see instructions). 22,646,349 21,807,786
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
22,646,349
2
Enter amount from Part I, line 27a .....................
2
-838,563
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
21,807,786
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
21,807,786
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 CAPITAL GAINS DIVIDENDS 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 11,275,210   11,092,950 182,260
b 202,175     202,175
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       182,260
b       202,175
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 2 384,435
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 11,069
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 11,069
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 11,069
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 12,337
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 12,337
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 1,268
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,268 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 changesClick to see attachment....
3
Yes
 
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)
    bulletMD
    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.MEADFAMILYFDN.ORG
    14
    The books are in care ofbulletINTENTIONAL PHILANTHROPY LLC Telephone no.bullet (301) 761-4433

    Located atbullet3 BETHESDA METRO CENTER SUITE 960BETHESDAMD ZIP+4bullet20814
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ELIZABETH MEAD PRESIDENT
    2.00
    0 0 0
    3 BETHESDA METRO CENTER SUITE 960
    BETHESDA,MD20814
    WILLIAM TUEGEL VICE-PRESIDENT
    2.00
    0 0 0
    3 BETHESDA METRO CENTER SUITE 960
    BETHESDA,MD20814
    STEPHEN MEAD TREASURER
    1.00
    0 0 0
    3 BETHESDA METRO CENTER SUITE 960
    BETHESDA,MD20814
    DIANA MEAD SECRETARY
    2.00
    0 0 0
    3 BETHESDA METRO CENTER SUITE 960
    BETHESDA,MD20814
    RITA BERG DIRECTOR
    1.00
    0 0 0
    3 BETHESDA METRO CENTER SUITE 960
    BETHESDA,MD20814
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    INTENTIONAL PHILANTHROPY LLC FOUNDATION MGMT 178,256
    3 BETHESDA METRO CENTER 960
    BETHESDA,MD20814
    WEALTHSPIRE ADVISORS ADVISORY FEES 92,841
    12435 PARK POTOMAC AVENUE SUITE 500
    POTOMAC,MD20854
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    24,388,269
    b
    Average of monthly cash balances.......................
    1b
    952,676
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,340,945
    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
    25,340,945
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    380,114
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    24,960,831
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,248,042
    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
    1,248,042
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    11,069
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,069
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,236,973
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,236,973
    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
    1,236,973
    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
    1,634,885
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,634,885
    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
    1,634,885
    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 1,236,973
    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...... 65,125
    b From 2016...... 160,311
    c From 2017...... 32,048
    d From 2018...... 54,401
    e From 2019...... 38,267
    fTotal of lines 3a through e........ 350,152
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,634,885
    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..... 1,236,973
    e Remaining amount distributed out of corpus 397,912
    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 5 748,064
    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) ...
    65,125
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    682,939
    10 Analysis of line 9:
    a Excess from 2016.... 160,311
    b Excess from 2017.... 32,048
    c Excess from 2018.... 54,401
    d Excess from 2019.... 38,267
    e Excess from 2020.... 397,912
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MEAD FAMILY FOUNDATION
    3 BETHESDA METRO CENTER 960
    BETHESDA,MD20814
    (301) 761-4433
    bThe form in which applications should be submitted and information and materials they should include:
    PLEASE CONTACT THE ORGANIZATION AT ABOVE ADDRESS FOR "GUIDELINES FOR PROPOSALS" FOR MORE INFORMATION
    cAny submission deadlines:
    PROPOSALS BY MARCH 15TH
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PLEASE CONTACT THE ORGANIZATION AT ABOVE ADDRESS FOR "GUIDELINES FOR PROPOSALS" FOR MORE INFORMATION
    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
    ALICE AYCOCK POE CENTER FOR HEALTH EDUCATION
    224 SUNNYBROOK ROAD
    RALEIGH,NC27610
    N/A PC GENERAL OPERATING SUPPORT 2020 20,000
    ALICE AYCOCK POE CENTER FOR HEALTH EDUCATION
    224 SUNNYBROOK ROAD
    RALEIGH,NC27610
    N/A PC DISCRETIONARY GRANT 10,000
    ALICE AYCOCK POE CENTER FOR HEALTH EDUCATION
    224 SUNNYBROOK ROAD
    RALEIGH,NC27610
    N/A PC EMPOWERING YOUTH FOR HEALTHY LIFESTYLES 15,000
    ASSOCIATION OF ARTISTS AND CRAFTSMEN OF PORTER COUNTY
    115 S 4TH STREET
    CHESTERTON,IN46304
    N/A PC DISCRETIONARY GRANT 15,000
    BETHESDA CARES INC
    7728 WOODMONT AVE
    BETHESDA,MD20814
    N/A PC VIRTUAL CARE SUPPORT FOR FORMERLY HOMELESS CLIENTS 15,000
    BOYS & GIRLS CLUBS OF CENTRAL FLORIDA
    101 E COLONIAL DRIVE
    ORLANDO,FL32801
    N/A PC LEVY-HUGHES BOYS & GIRLS CLUB OPERATING SUPPORT - INVESTING IN YOUTH OUTCOMES 25,000
    CAPITAL CARING KIDS
    6707 DEMOCRACY BLVD SUITE 104
    BETHESDA,MD20817
    N/A PC VIRTUAL CHILDREN'S BEREAVEMENT SUPPORT 20,000
    CASA
    8151 15TH AVENUE
    LANGLEY PARK,MD20783
    N/A PC OPPORTUNITY YOUTH INTERNSHIP PROGRAM 10,000
    CELESTIAL MANNA
    7800 SUTHARD DRIVE
    DERWOOD,MD20855
    N/A PC COVID-19 FOOD RESPONSE 5,000
    CENTER FOR ADOPTION SUPPORT AND EDUCATION
    3919 NATIONAL DRIVE SUITE 200
    BURTONSVILLE,MD20866
    N/A PC SUPPORT GROUPS FOR MENTAL HEALTH OF KINSHIP FAMILIES IN MONTGOMERY COUNTY 15,000
    CHILDREN'S INN AT NIH
    7 WEST DRIVE BETHESDA
    BETHESDA,MD20814
    N/A PC FY21 GENERAL OPERATING SUPPORT AND HAPPILY HUNGRY COOKING PROGRAM 20,000
    COLLEGIATE DIRECTIONS INC
    4827 RUGBY AVENUE SUITE 101
    BETHESDA,MD20814
    N/A PC GENERAL OPERATING SUPPORT 30,000
    COMMON SENSE EDUCATION
    650 TOWNSEND ST
    SAN FRANCISCO,CA94103
    N/A PC SUPPORTING KIDS AND FAMILIES IN MCPS DURING THE CORONAVIRUS PANDEMIC AND BEYOND 20,000
    COMPASS CENTER FOR WOMEN AND FAMILIESFAMILY VIOLENCE PREVENTION CENTER
    PO BOX 1057
    CHAPEL HILL,NC27514
    N/A PC GENERAL OPERATING SUPPORT 2020-2021 30,000
    COMPASS CENTER FOR WOMEN AND FAMILIESFAMILY VIOLENCE PREVENTION CENTER
    PO BOX 1057
    CHAPEL HILL,NC27514
    N/A PC COVID-19 EMERGENCY GRANT 5,000
    DRESS FOR SUCCESS TRIANGLE NC
    1812 TILLERY PLACE SUITE 105
    RALEIGH,NC27604
    N/A PC DISCRETIONARY GRANT 5,000
    DRESS FOR SUCCESS TRIANGLE NC
    1812 TILLERY PLACE SUITE 105
    RALEIGH,NC27604
    N/A PC GENERAL OPERATING SUPPORT 2020 20,000
    DRESS FOR SUCCESS TRIANGLE NC
    1812 TILLERY PLACE SUITE 105
    RALEIGH,NC27604
    N/A PC TECHNOLOGY UPGRADES - INFRASTRUCTURE AND DISTANCE LEARNING 20,000
    DURHAM CHILDREN'S INITIATIVE
    2101 ANGIER AVENUE SUITE 200
    DURHAM,NC27703
    N/A PC COVID-19 EMERGENCY GRANT 10,000
    DURHAM CHILDREN'S INITIATIVE
    2101 ANGIER AVENUE SUITE 200
    DURHAM,NC27703
    N/A PC GENERAL OPERATING SUPPORT 2020 35,000
    EVERYMIND
    1000 TWINBROOK PARKWAY
    ROCKVILLE,MD20851
    N/A PC YOUTH AND FAMILY SERVICES TELEHEALTH TECHNOLOGY 20,000
    FAMILY LEARNING SOLUTIONS INC
    8804 SUNDALE DRIVE
    SILVER SPRING,MD20910
    N/A PC HEALTHY EATING AND FAMILY SUPPORT 20,000
    FAMILY SERVICES INC
    610 E DIAMOND AVE SUITE 100
    GAITHERSBURG,MD20877
    N/A PC THRIVING GERMANTOWN (TG) COMMUNITY HUB 30,000
    FAMILY SERVICES INC
    610 E DIAMOND AVE SUITE 100
    GAITHERSBURG,MD20877
    N/A PC COVID-19 EMERGENCY GRANT 10,000
    FOOD BANK OF NORTHWEST INDIANA
    6490 BROADWAY
    MERRILLVILLE,IN46410
    N/A PC COVID-19 EMERGENCY GRANT 30,000
    GENERATION HOPE
    415 MICHIGAN AVENUE NE SUITE 430
    WASHINGTON,DC20017
    N/A PC GENERATION HOPE'S MENTAL HEALTH PROGRAMMING 5,000
    GERMANTOWN CULTURAL ARTS CENTER INC
    12901 TOWN COMMONS DRIVE
    GERMANTOWN,MD20874
    N/A PC UPCOUNTY CONSOLIDATION HUB 20,000
    GREATER WASHINGTON COMMUNITY FOUNDATION
    8720 GEORGIA AVE SUITE 202
    SILVER SPRING,MD20910
    N/A PC COVID-19 WATERFORD PROJECT 15,000
    GREATER WASHINGTON COMMUNITY FOUNDATION
    1325 G ST NW SUITE 480
    WASHINGTON,DC20005
    N/A PC GET SHIFT DONE 10,000
    GREATER WASHINGTON COMMUNITY FOUNDATION
    8720 GEORGIA AVE SUITE 202
    SILVER SPRING,MD20910
    N/A PC DISCRETIONARY GRANT 15,000
    HEALTHY SCHOOL FOOD MARYLAND
    15800 CRABBS BRANCH WAY SUITE 300
    ROCKVILLE,MD20852
    N/A PC GENERAL OPERATING SUPPORT 2020 20,000
    IDENTITY
    414 EAST DIAMOND AVE
    GAITHERSBURG,MD20877
    N/A PC COVID-19 DIRECT SUPPORT FOR FOOD AND HOUSING 20,000
    IDENTITY
    414 EAST DIAMOND AVE
    GAITHERSBURG,MD20877
    N/A PC GENERAL OPERATING SUPPORT 2020 25,000
    IDENTITY
    414 EAST DIAMOND AVE
    GAITHERSBURG,MD20877
    N/A PC COVID-19 EMERGENCY GRANT 20,000
    INTER-FAITH FOOD SHUTTLE
    1001 BLAIR DRIVE
    RALEIGH,NC27603
    N/A PC COVID-19 EMERGENCY GRANT 25,000
    INTER-FAITH FOOD SHUTTLE
    1001 BLAIR DRIVE
    RALEIGH,NC27603
    N/A PC GENERAL OPERATING SUPPORT 2020 35,000
    JEWISH COUNCIL FOR THE AGING
    12320 PARKLAWN DRIVE
    ROCKVILLE,MD20852
    N/A PC VIRTUAL INTERGENERATIONAL ARTS AND MUSIC APPRECIATION PROGRAM 5,000
    KABOOM
    4301 CONNECTICUT AVE NW ML-1
    WASHINGTON,DC20008
    N/A PC KABOOM! GENERAL OPERATING SUPPORT 2020 25,000
    KID MUSEUM
    6400 DEMOCRACY BLVD
    BETHESDA,MD20817
    N/A PC GENERAL OPERATING SUPPORT 2020 20,000
    KIDZNOTES
    PO BOX 200
    DURHAM,NC27702
    N/A PC DISCRETIONARY GRANT 5,000
    KIDZNOTES
    PO BOX 200
    DURHAM,NC27702
    N/A PC KIDZNOTES 2020 30,000
    LATIN AMERICAN YOUTH CENTER
    1419 COLUMBIA RD NW
    WASHINGTON,DC20009
    N/A PC ENCHANCEMENTS TO DISTANCE AND VIRTUAL LEARNING PROGRAMS 20,000
    LIBERTY'S PROMISE
    2900A RICHMOND HIGHWAY
    ALEXANDRIA,VA22305
    N/A PC KEEPING MCPS IMMIGRANT ADOLESCENTS ENGAGED IN LEARNING THROUGH CAREER EXPLORATION 20,000
    MANNA FOOD CENTER
    9311 GAITHER ROAD
    GAITHERSBURG,MD20877
    N/A PC COVID-19 RELIEF 25,000
    MANNA FOOD CENTER
    9311 GAITHER ROAD
    GAITHERSBURG,MD20877
    N/A PC COVID-19 EMERGENCY GRANT 30,000
    MEALS ON WHEELS OF TAKOMA PARKSILVER SPRING
    6807 ALLEGHENY AVE
    TAKOMA PARK,MD20912
    N/A PC TECHNOLOGY TO IMPROVE FAMILY FOOD SECURITY IN THE AGE OF COVID-19 15,000
    MILITARY MISSIONS IN ACTION
    411-B N JUDD PKWY NE
    FURGUAYVARINA,NC27526
    N/A PC GENERAL OPERATING SUPPORT 2020 20,000
    MONTGOMERY COUNTY FOOD COUNCIL
    4825 CORDELL AVENUE SUITE 204
    BETHESDA,MD20814
    N/A PC COVID-19 COORDINATION AND INFRASTRUCTURE FOR COUNTY RESPONSE 15,000
    MONTGOMERY COUNTY FOOD COUNCIL
    4825 CORDELL AVENUE SUITE 204
    BETHESDA,MD20814
    N/A PC GENERAL OPERATING SUPPORT 2020 20,000
    NATIONAL FAMILY RESILIENCY CENTER INC
    10630 LITTLE PATUXENT PARKWAY SUITE
    115
    COLUMBIA,MD21044
    N/A PC GENERAL OPERATING SUPPORT 20,000
    NORTH CAROLINA ARTS IN ACTION
    PO BOX 51277
    DURHAM,NC27717
    N/A PC GENERAL OPERATING SUPPORT 2020 30,000
    ORLANDO AFTER-SCHOOL ALL-STARS
    400 S ORANGE AVENUE 9TH FLOOR
    ORLANDO,FL32801
    N/A PC GENERAL OPERATING SUPPORT 25,000
    PARENT ENCOURAGEMENT PROGRAM INC
    10100 CONNECTICUT AVE
    KENSINGTON,MD20895
    N/A PC GENERAL OPERATING SUPPORT 2020 30,000
    PARENT ENCOURAGEMENT PROGRAM INC
    10100 CONNECTICUT AVE
    KENSINGTON,MD20895
    N/A PC DISCRETIONARY GRANT 10,000
    PARTNERS FOR YOUTH OPPORTUNITY
    1309 HALLEY STREET
    DURHAM,NC27707
    N/A PC GENERAL OPERATING SUPPORT 2020 25,000
    PASSION FOR LEARNING INC
    1210 WOODSIDE PARKWAY
    SILVER SPRING,MD20910
    N/A PC DIGITAL TECHNOLOGY ENRICHMENT 10,000
    PEOPLE ANIMALS LOVE
    4200 WISCONSIN AVE NW 106-376
    WASHINGTON,DC20016
    N/A PC EXPANSION OF ONLINE "READ TO A PAL DOG" PROGRAM 10,000
    PER SCHOLAS
    804 E 138TH STREET 2ND FLOOR
    BRONX,NY10454
    N/A PC PER SCHOLAS DISTANCE LEARNING TECH TRAINING PROGRAM 20,000
    RAINBOW COMMUNITY DEVELOPMENT CENTER
    2120-A INDUSTRIAL PARKWAY
    SILVER SPRING,MD20904
    N/A PC SAFETY-NET SERVICES TECHNOLOGY UPGRADES 7,500
    REAL FOOD FOR KIDS
    PO BOX 50002
    ARLINGTON,VA22205
    N/A PC COVID-19 EMERGENCY GRANT 5,000
    RED WIGGLER COMMUNITY FARM
    PO BOX 968
    CLARKSBURG,MD20871
    N/A PC GENERAL OPERATING SUPPORT 2020 AND 2021 25,000
    RONALD MCDONALD HOUSE OF DURHAM & WAKE
    506 ALEXANDER AVENUE
    DURHAM,NC27705
    N/A PC GRAB AND GO HEALTHY FOOD PROGRAM AND 2020 POST-COVID OPERATING SUPPORT 10,000
    SHEPHERD'S TABLE
    8106 GEORGIA AVE
    SILVER SPRING,MD20910
    N/A PC MOBILE MEALS SERVICE PROGRAM: FEEDING FAMILIES IN NEED 15,000
    SOUTH EASTERN EFFORTS DEVELOPING SUSTAINABLE SPACES
    706 GILBERT ST
    DURHAM,NC27701
    N/A PC SEEDS GENERAL OPERATING SUPPORT 2020 25,000
    STEPUP MINISTRY
    1701 OBERLIN ROAD
    RALEIGH,NC27608
    N/A PC GENERAL OPERATING SUPPORT 2020 20,000
    STEPUP MINISTRY
    1701 OBERLIN ROAD
    RALEIGH,NC27608
    N/A PC DISCRETIONARY GRANT 5,000
    STEPUP MINISTRY
    1701 OBERLIN ROAD
    RALEIGH,NC27608
    N/A PC CRISIS INTERVENTION DURING THE 2020 PANDEMIC 20,000
    STOP DROP AND PLAY CHILDREN'S MUSEUM
    9882 MAIN STREET
    DAMASCUS,MD20872
    N/A PC GENERAL OPERATING SUPPORTING 2020 5,000
    THE 4R FOUNDATION INC
    210 N PARK AVE
    WINTER PARK,FL32789
    N/A PC FEED THE NEED FLORIDA 30,000
    THE ABLEGAMERS FOUNDATION INC
    PO BOX 508
    CHARLES TOWN,WV25414
    N/A PC DISCRETIONARY GRANT 5,000
    THE COMMUNITY EMPOWERMENT FUND
    208 N COLUMBIA STREET SUITE 100
    CHAPEL HILL,NC27514
    N/A PC DISCRETIONARY GRANT 15,000
    TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS
    3033 WILSON BOULEVARD SUITE 300
    ARLINGTON,VA22201
    N/A PC DISCRETIONARY GRANT 10,000
    TROSA
    1820 JAMES STREET
    DURHAM,NC27707
    N/A PC COVID-19 EMERGENCY GRANT 5,000
    TROSA
    1820 JAMES STREET
    DURHAM,NC27707
    N/A PC DISCRETIONARY GRANT 10,000
    TROSA
    1820 JAMES STREET
    DURHAM,NC27707
    N/A PC TECHNOLOGY ENHANCEMENTS FOR TROSA'S REMOTE PROGRAMMING DUE TO COVID-19 10,000
    TROSA
    1820 JAMES STREET
    DURHAM,NC27707
    N/A PC REBUILDING LIVES: RESIDENTIAL SUBSTANCE ABUSE RECOVERY SERVICES 20,000
    URBAN ALLIANCE FOUNDATION INC
    2030 Q ST NW
    WASHINGTON,DC20009
    N/A PC GENERAL OPERATING SUPPORT FOR WASHINGTON, DC REGION 2020 30,000
    USO OF NORTH CAROLINA
    600 AIRPORT BLVD SUITE 200
    RALEIGH,NC27560
    N/A PC DISCRETIONARY GRANT 20,000
    USO OF NORTH CAROLINA
    600 AIRPORT BLVD SUITE 200
    RALEIGH,NC27560
    N/A PC TRAINING, SUPPORT, AND GROCERY GIFT CARD INITIATIVE FOR NC SERVES OF CENTRAL CAROLINA 10,000
    VIETNAMESE LITERARY AND ARTISTIC CLUB OF THE WASHINGTON METRO AREA
    9700 HEDIN DR
    SILVER SPRING,MD20903
    N/A PC COVID-19 EMERGENCY GRANT 5,000
    WARRIOR CANINE CONNECTION
    14934 SCHAEFFER ROAD
    BOYDS,MD20841
    N/A PC SERVICE DOG PROGRAM OPERATING SUPPORT 2020 30,000
    WOMEN WHO CARE MINISTRIES
    19642 CLUB HOUSE RD SUITE 620
    MONTGOMERY VILLAGE,MD20886
    N/A PC COVID-19 EMERGENCY GRANT 5,000
    YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN WASHINGTON
    1112 16TH STREET NW SUITE 240
    WASHINGTON,DC20036
    N/A PC YMCA FOOD AND HEALTH HUBS: FOOD AS A TOOL FOR BETTER HEALTH 5,000
    Total .................................bullet 3a 1,442,500
    bApproved for future payment
    STOP DROP AND PLAY CHILDREN'S MUSEUM
    9882 MAIN STREET
    DAMASCUS,MD20872
    N/A PC GENERAL OPERATING SUPPORTING 10,000
    Total .................................bullet 3b 10,000
    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 ...........
        14 211  
    4 Dividends and interest from securities....     14 523,490  
    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.....     01 17,551  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 384,435  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 925,687 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    925,687
    (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:
    MEAD FAMILY FOUNDATION
     
    C/O INTENTIONAL PHILANTHROPY LLC
    EIN:
    52-1646030
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 6,500 0   6,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MEAD FAMILY FOUNDATION
     
    C/O INTENTIONAL PHILANTHROPY LLC
    EIN:
    52-1646030
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATOR 2.950% DUE 12/15/24 15,000.000 QTY 15,613 16,440
    AECOM 5.125% DUE 3/15/27 23,000.000 QTY 24,573 25,530
    AECOM 5.875% DUE 10/15/24 15,000.000 QTY 16,238 16,575
    AIRCASTLE LTD 5.000% DUE 4/1/23 34,000.000 QTY 35,091 36,423
    ALLY FINL INC 8.000% DUE 11/1/31 30,000.000 QTY 38,915 43,800
    ANHEUSER-BUSCH CO 3.650% DUE 2/1/26 32,000.000 QTY 33,623 36,168
    APPLE INC 3.350% DUE 2/9/27 40,000.000 QTY 40,808 45,503
    ARCELORMITTAL 4.550% DUE 3/11/26 32,000.000 QTY 35,463 36,091
    AVALONBAY COMMUN 2.950% DUE 9/15/22 5,000.000 QTY 5,130 5,187
    BANK OF AMERICA C VAR DUE 1/28/25 39,000.000 QTY 34,911 40,219
    BANK OF AMERICA C VAR DUE 7/23/31 40,000.000 QTY 40,470 40,274
    BORGWARNER INC 2.650% DUE 7/1/27 34,000.000 QTY 34,194 36,526
    BOSTON PROPERTIES 4.500% DUE 12/1/28 44,000.000 QTY 50,703 52,769
    BP CAPITAL MKT 4.234% DUE 11/6/28 20,000.000 QTY 20,058 23,837
    CAMPBELL SOUP CO 2.375% DUE 4/24/30 5,000.000 QTY 5,041 5,243
    CAMPBELL SOUP CO 4.150% DUE 3/15/28 26,000.000 QTY 29,165 30,494
    CHARLES SCHWAB VAR DUE 6/1/25 49,000.000 QTY 50,911 54,574
    CHARTER COMMUNI 4.908% DUE 7/23/25 31,000.000 QTY 34,026 36,020
    CIT GROUP INC 6.125% DUE 3/9/28 35,000.000 QTY 39,018 42,569
    COMCAST CORP 3.600% DUE 3/1/24 50,000.000 QTY 52,645 54,867
    COMCAST CORP 4.150% DUE 10/15/28 45,000.000 QTY 51,132 53,840
    COMMONSPIRIT HE 3.347% DUE 10/1/29 33,000.000 QTY 33,481 36,265
    CROWN AMERICAS 4.250% DUE 9/30/26 19,000.000 QTY 19,791 20,805
    CROWN AMERICAS 4.500% DUE 1/15/23 10,000.000 QTY 10,513 10,563
    CROWN CASTLE INT 4.300% DUE 2/15/29 30,000.000 QTY 33,231 35,455
    CROWN HOLDINGS 7.375% DUE 12/15/26 4,000.000 QTY 4,655 4,910
    CVS HEALTH CORP 5.125% DUE 7/20/45 32,000.000 QTY 37,494 42,890
    DIAMONDBACK ENERGY 3.250% DUE 12/1/26 35,000.000 QTY 35,454 37,406
    DUKE ENERGY CORP 3.950% DUE 11/15/28 35,000.000 QTY 41,705 41,337
    ELANCO ANIMAL HE STEP DUE 8/28/28 31,000.000 QTY 34,550 36,503
    ENERGY TRANSFER 5.250% DUE 4/15/29 32,000.000 QTY 35,481 37,160
    FISERV INC 4.200% DUE 10/1/28 31,000.000 QTY 33,488 36,799
    FORD MOTOR CO 8.500% DUE 4/21/23 33,000.000 QTY 36,301 37,198
    FREEPORT-MCMORAN 4.550% DUE 11/14/24 34,000.000 QTY 34,077 37,145
    GENERAL MOTORS 4.250% DUE 5/15/23 37,000.000 QTY 38,152 39,916
    HCA HEALTHCARE 5.375% DUE 2/1/25 32,000.000 QTY 35,326 35,880
    HOWMET AEROSPACE 6.875% DUE 5/1/25 30,000.000 QTY 34,902 35,250
    INTEL CORP 2.450% DUE 11/15/29 20,000.000 QTY 21,434 21,573
    JOHN DEERE CAPIT 3.650% DUE 10/12/23 10,000.000 QTY 11,012 10,926
    JOHNSON CTLS INC 1.750% DUE 9/15/30 35,000.000 QTY 35,135 35,615
    JPMORGAN CHASE 2.950% DUE 10/1/26 34,000.000 QTY 34,218 37,690
    JPMORGAN CHASE 3.625% DUE 5/13/24 45,000.000 QTY 45,835 49,726
    LOCKHEED MARTIN 3.550% DUE 1/15/26 20,000.000 QTY 22,508 22,654
    LOWES CO 3.375% DUE 9/15/25 60,000.000 QTY 61,354 66,915
    LUMEN TECH 5.625% DUE 4/1/25 33,000.000 QTY 35,667 35,599
    MASTERCARD INC 3.350% DUE 3/26/30 35,000.000 QTY 40,580 40,709
    MERCK & CO. INC 2.750% DUE 2/10/24 45,000.000 QTY 43,236 48,877
    MGM RESORTS INT 5.750% DUE 6/15/25 15,000.000 QTY 16,581 16,538
    MICROSOFT CORP 2.525% DUE 6/1/20 38,000.000 QTY 40,230 39,920
    MICROSOFT CORP 2.700% DUE 2/12/24 45,000.000 QTY 46,201 48,771
    NEWELL BRANDS IN STEP DUE 4/1/26 34,000.000 QTY 35,322 37,485
    NIKE INC 2.375% DUE 11/1/26 50,000.000 QTY 47,587 54,525
    NOVARTIS CAPITAL 3.400% DUE 5/6/24 45,000.000 QTY 48,844 49,383
    NSTAR ELECTRIC 2.375% DUE 10/15/22 35,000.000 QTY 35,212 36,051
    ORACLE CORP 2.500% DUE 10/15/22 40,000.000 QTY 38,781 41,572
    PARKER-HANNIFIN 3.250% DUE 6/14/29 32,000.000 QTY 33,109 36,144
    PEPSICO INC 2.750% DUE 3/19/30 35,000.000 QTY 34,525 38,984
    PNC FINL SVCS 3.500% DUE 1/23/24 20,000.000 QTY 21,002 21,788
    PROLOGIS INC 1.250% DUE 10/15/30 20,000.000 QTY 19,633 19,774
    PUBLIC SERVICE E 3.050% DUE 11/15/24 35,000.000 QTY 35,966 37,846
    PULTEGROUP INC 5.000% DUE 1/15/27 34,000.000 QTY 37,184 40,120
    RAYTHEON TECH 3.950% DUE 8/16/25 31,000.000 QTY 32,977 35,557
    RELX CAPITAL INC 4.000% DUE 3/18/29 33,000.000 QTY 35,211 39,086
    SCHLUMBERGER INC 3.650% DUE 12/1/23 45,000.000 QTY 47,164 48,763
    SERVICE CORP INC 3.375% DUE 8/15/30 35,000.000 QTY 35,444 36,225
    SHELL INTL 3.250% DUE 5/11/25 60,000.000 QTY 59,177 66,438
    SIMON PROPERTY GROUP 3.500% DUE 9/1/25 25,000.000 QTY 27,606 27,690
    SOUTHWEST AIRLINES 4.750% DUE 5/4/23 33,000.000 QTY 34,037 35,846
    SPRINT CORP 7.125% DUE 6/15/24 30,000.000 QTY 34,376 35,025
    STARBUCKS CORP 2.550% DUE 11/15/30 34,000.000 QTY 34,010 36,699
    STEEL DYNAMICS 2.400% DUE 6/15/25 34,000.000 QTY 34,399 36,082
    THE ESTEE LAUDER CO 2.000% DUE 11/1/24 40,000.000 QTY 39,768 42,207
    THE GEORGE WASH 4.126% DUE 9/15/48 29,000.000 QTY 34,772 36,103
    THE GOLDMAN SACHS 4.400% DUE 2/10/25 56,000.000 QTY 50,771 57,190
    THE KRAFT HEINZ 4.625% DUE 1/30/29 33,000.000 QTY 36,040 37,699
    THE TORONTO-DOM 0.450% DUE 9/11/23 40,000.000 QTY 40,074 40,079
    THE WALT DISNEY CO 2.000% DUE 9/1/29 35,000.000 QTY 35,244 36,518
    TRUIST FINL CORP 4.800% DUE 9/1/24 18,000.000 QTY 18,493 18,900
    UNITED RENTALS 5.500% DUE 5/15/27 34,000.000 QTY 34,723 36,423
    UNITEDHEALTH GROUP 3.750% DUE 7/15/25 35,000.000 QTY 37,771 39,853
    VERIZON COMMUNICATIONS 3.875% DUE 2/8/29 31,000.000 QTY 33,212 36,381
    VF CORP 2.800% DUE 4/23/27 35,000.000 QTY 35,267 38,211
    VISA INC 4.300% DUE 12/14/45 30,000.000 QTY 35,366 40,950
    WESTPAC BANKING 2.5% DUE 6/28/22 35,000.000 QTY 35,385 36,149
    WPX ENERGY INC 5.250% DUE 9/15/24 33,000.000 QTY 34,821 35,805
    WYNDHAM DESTINAT STEP DUE 4/1/24 34,000.000 QTY 34,810 36,593

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    MEAD FAMILY FOUNDATION
     
    C/O INTENTIONAL PHILANTHROPY LLC
    EIN:
    52-1646030
    US Government Securities - End of Year Book Value:

    991,365
    US Government Securities - End of Year Fair Market Value:

    1,057,321
    State & Local Government Securities - End of Year Book Value:


    756,970
    State & Local Government Securities - End of Year Fair Market Value:


    798,095


    TY 2020 InvestmentsOtherSchedule2
    Name:
    MEAD FAMILY FOUNDATION
     
    C/O INTENTIONAL PHILANTHROPY LLC
    EIN:
    52-1646030
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CALAMOS MARKET NEUTRAL INCOME (CMNIX) 62,432.702 SHARES AT COST 822,873 867,190
    DIAMOND HILL LONG-SHORT (DHLSX) 33,963.930 SHARES AT COST 571,742 902,761
    FHLMC G05965 4.500% DUE 8/1/40 149,000.000 QTY AT COST 26,266 24,410
    FHLMC G08368 4.500% DUE 10/1/39 553,000.000 QTY AT COST 39,843 40,987
    FHLMC G15290 3.500% DUE 2/1/30 35,000.000 QTY AT COST 10,575 11,192
    FHLMC G16043 3.500% DUE 8/1/30 17,000.000 QTY AT COST 5,467 8,917
    FHLMC G61033 5.000% DUE 5/1/41 25,000.000 QTY AT COST 13,681 14,415
    FHLMC G61260 4.500% DUE 4/1/46 26,000.000 QTY AT COST 16,399 17,300
    FHLMC QB3677 2.000% DUE 9/1/50 27,000.000 QTY AT COST 27,422 27,529
    FHLMC QB4905 1.500% DUE 11/1/50 35,000.000 QTY AT COST 35,221 35,257
    FHLMC QN1767 2.500% DUE 4/1/35 27,000.000 QTY AT COST 22,283 23,402
    FHLMC RA3194 2.500% DUE 8/1/50 49,000.000 QTY AT COST 49,491 50,083
    FHLMC RA3205 2.000% DUE 8/1/50 22,000.000 QTY AT COST 22,238 22,362
    FHLMC SB0097 2.500% DUE 10/1/34 40,000.000 QTY AT COST 32,815 34,577
    FHLMC SD7514 3.500% DUE 4/1/50 32,000.000 QTY AT COST 26,974 26,762
    FHLMC ZS9580 3.500% DUE 12/1/45 105,000.000 QTY AT COST 50,150 51,810
    FNMA PL 890430 3.500% DUE 7/1/27 24,000.000 QTY AT COST 3,448 3,505
    FNMA PL 932124 4.500% DUE 11/1/39 50,000.000 QTY AT COST 5,666 5,849
    FNMA PL AB1466 4.500% DUE 9/1/40 69,000.000 QTY AT COST 10,504 10,839
    FNMA PL AL7014 4.000% DUE 6/1/45 163,000.000 QTY AT COST 69,982 72,319
    FNMA PL AL7046 3.500% DUE 6/1/45 58,000.000 QTY AT COST 25,158 26,385
    FNMA PL AS4555 3.500% DUE 3/1/45 37,000.000 QTY AT COST 15,139 16,351
    FNMA PL AV0692 4.000% DUE 12/1/43 214,000.000 QTY AT COST 64,232 67,134
    FNMA PL AV7104 4.000% DUE 3/1/44 17,000.000 QTY AT COST 5,459 5,705
    FNMA PL BM3562 4.500% DUE 2/1/48 80,000.000 QTY AT COST 46,927 47,972
    FNMA PL BM4425 5.000% DUE 7/1/47 35,000.000 QTY AT COST 24,090 24,847
    FNMA PL BM5629 4.500% DUE 2/1/49 28,000.000 QTY AT COST 16,210 17,127
    FNMA PL BN5356 4.000% DUE 3/1/34 45,000.000 QTY AT COST 35,610 37,032
    FNMA PL CA0995 3.500% DUE 1/1/48 37,000.000 QTY AT COST 24,903 25,948
    FNMA PL CA1354 3.500% DUE 3/1/48 31,000.000 QTY AT COST 19,914 20,514
    FNMA PL CA2166 4.500% DUE 8/1/48 32,000.000 QTY AT COST 15,920 17,090
    FNMA PL CA2626 4.000% DUE 11/1/48 13,000.000 QTY AT COST 9,138 9,493
    FNMA PL CA4119 4.000% DUE 9/1/49 36,000.000 QTY AT COST 28,312 29,345
    FNMA PL CA4182 4.500% DUE 9/1/49 27,000.000 QTY AT COST 20,360 21,189
    FNMA PL CA4721 3.500% DUE 11/1/34 26,000.000 QTY AT COST 20,276 21,115
    FNMA PL FM1104 3.500% DUE 5/1/49 32,000.000 QTY AT COST 24,826 24,748
    FNMA PL FM2001 5.000% DUE 9/1/49 59,000.000 QTY AT COST 43,320 44,612
    FNMA PL FM2976 2.500% DUE 1/1/35 25,000.000 QTY AT COST 21,287 22,073
    FNMA PL MA4119 2.000% DUE 9/1/50 47,000.000 QTY AT COST 47,597 48,069
    FREDDIE MAC 3.286% DUE 11/25/27 30,000.000 QTY AT COST 31,826 34,584
    FREDDIE MAC 3.350% DUE 1/25/28 54,000.000 QTY AT COST 60,648 62,529
    FREDDIE MAC 3.900% DUE 4/25/28 15,000.000 QTY AT COST 15,713 17,922
    GATEWAY Y (GTEYX) 43,843.299 SHARES AT COST 1,175,990 1,610,364
    HMLTN LANE PRIV EQ VI LTD AT COST 0 16,650
    ISHARES CORE S&P MID CAP ETF (IJH) 6,744.819 SHARES AT COST 1,253,167 1,550,162
    ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) 15,273.000 SHARES AT COST 549,972 667,584
    ISHARES RUSSELL 2000 ETF (IWM) 7,458.000 SHARES AT COST 625,915 1,462,215
    LEHAM BROTHERS HOLDINGS AT COST 0 134
    MASTERS IV OFFSHORE AT COST 0 56,693
    METROPOLITAN WEST TOTAL RETURN BD (MWTIX) 93,736.139 SHARES AT COST 999,534 1,047,970
    OSTERWEIS STRATEGIC INCOME (OSTIX) 108,390.171 SHARES AT COST 1,156,981 1,230,228
    PARAMETRIC TAX-MANAGED EMERG MKT (EITEX) 22,949.701 SHARES AT COST 999,375 1,146,108
    PIONEER STRATEGIC INCOME (STRYX) 100,200.401 SHARES AT COST 1,000,000 1,143,287
    POLEN GROWTH INSTITUTIONAL (POLIX) 21,545.455 SHARES AT COST 775,000 988,936
    VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 30,753.599 SHARES AT COST 1,305,991 1,451,877
    VANGUARD INFLATION-PROJECTED SECS (VAIPX) 18,504.441 SHARES AT COST 500,000 524,046
    VANGUARD S&P 500 ETF (VOO) 11,690.000 SHARES AT COST 2,194,964 4,017,736
    WASATCH EMERGING MKTS SMALL CAP INSTL (WIEMX) 232,506.024 SHARES AT COST 609,363 806,796
    WASATCH INTL GROWTH (WIIGX) 29,885.967 SHARES AT COST 860,015 1,043,618

    TY 2020 LegalFeesSchedule
    Name:
    MEAD FAMILY FOUNDATION
     
    C/O INTENTIONAL PHILANTHROPY LLC
    EIN:
    52-1646030
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 463 0   463


    TY 2020 OtherExpensesSchedule
    Name:
    MEAD FAMILY FOUNDATION
     
    C/O INTENTIONAL PHILANTHROPY LLC
    EIN:
    52-1646030
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 750 0   750
    DUES & MEMBERSHIPS 1,355 0   1,355
    BANK FEES 103 103   0
    SOFTWARE LICENSES 4,584 0   4,584
    OFFICE EXPENSE 66 0   66
    POSTAGE 163 0   163
    BOND AMORTIZATION 36,421 36,421   0


    TY 2020 OtherIncomeSchedule2
    Name:
    MEAD FAMILY FOUNDATION
     
    C/O INTENTIONAL PHILANTHROPY LLC
    EIN:
    52-1646030
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME 17,551 17,551 17,551


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    MEAD FAMILY FOUNDATION
     
    C/O INTENTIONAL PHILANTHROPY LLC
    EIN:
    52-1646030
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 92,841 92,841   0
    FOUNDATION MANAGEMENT CONSULTING 178,256 0   178,256