-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
20
Open to Public Inspection
For calendar year 2020, or tax year beginning
01-01-2020
, and ending
12-31-2020
Name of foundation
THE ALCON FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
6201 SOUTH FREEWAY TB3-4
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT WORTH
,
TX
76134
A Employer identification number
20-0166600
B
Telephone number (see instructions)
(817) 551-8565
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
30,000
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
5,672,900
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
5,672,900
0
0
13
Compensation of officers, directors, trustees, etc.
0
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
0
0
0
0
25
Contributions, gifts, grants paid
.......
5,672,900
5,672,900
26
Total expenses and disbursements.
Add lines 24 and 25
5,672,900
0
0
5,672,900
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
0
b
Net investment income
(if negative, enter -0-)
0
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2020)
Form 990-PF (2020)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
0
0
30,000
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
0
0
30,000
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
0
0
30
Total liabilities and net assets/fund balances
(see instructions)
.
0
0
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
0
2
Enter amount from Part I, line 27a
.....................
2
0
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
0
5
Decreases not included in line 2 (itemize)
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
0
Form
990-PF
(2020)
Form 990-PF (2020)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Reserved
................................
1
0
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
0
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
0
6
Credits/Payments:
a
2020 estimated tax payments and 2019 overpayment credited to 2020
6a
0
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
0
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
0
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2021 estimated tax
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
TX
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 address
N/A
14
The books are in care of
MELISSA THOMPSON
Telephone no.
(817) 551-8565
Located at
6201 SOUTH FREEWAY TA4-13
FORT WORTH
TX
ZIP+4
76134
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
DAVID ENDICOTT
CHAIRMAN, DIRECTOR
1.00
0
0
0
6201 SOUTH FREEWAY TB3-4
FORT WORTH
,
TX
76134
MELISSA THOMPSON
PRESIDENT, DIRECTOR
1.00
0
0
0
6201 SOUTH FREEWAY TB3-4
FORT WORTH
,
TX
76134
KAREN KING
VICE PRESIDENT, DIRECTOR
1.00
0
0
0
6201 SOUTH FREEWAY TB3-4
FORT WORTH
,
TX
76134
ROYCE BEDWARD
VP, TREASURER, DIRECTOR
1.00
0
0
0
6201 SOUTH FREEWAY TB3-4
FORT WORTH
,
TX
76134
SERGIO DUPLAN
DIRECTOR
1.00
0
0
0
6201 SOUTH FREEWAY TB3-4
FORT WORTH
,
TX
76134
RICK WEISBARTH
DIRECTOR
1.00
0
0
0
6201 SOUTH FREEWAY TB3-4
FORT WORTH
,
TX
76134
RHONDA BRYANT
SECRETARY (NON-VOTE)
1.00
0
0
0
6201 SOUTH FREEWAY TB3-4
FORT WORTH
,
TX
76134
TOM HUDNALL
ASSISTANT SECRETARY (NON-VOTE)
1.00
0
0
0
6201 SOUTH FREEWAY TB3-4
FORT WORTH
,
TX
76134
ANDY PAWSON
VICE PRESIDENT (NON-VOTE)
1.00
0
0
0
6201 SOUTH FREEWAY TB3-4
FORT WORTH
,
TX
76134
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
...................
0
Form
990-PF
(2020)
Form 990-PF (2020)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
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
NONE
0
2
All other program-related investments. See instructions.
3
0
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2020)
Form 990-PF (2020)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
0
b
Average of monthly cash balances
.......................
1b
0
c
Fair market value of all other assets (see instructions)
................
1c
30,000
d
Total
(add lines 1a, b, and c)
.........................
1d
30,000
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
30,000
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
450
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
29,550
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,478
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,478
2a
Tax on investment income for 2020 from Part VI, line 5
......
2a
b
Income tax for 2020. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,478
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,478
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
1,478
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
5,672,900
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
5,672,900
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
5,672,900
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
1,478
2
Undistributed income, if any, as of the end of 2020:
a
Enter amount for 2019 only
.......
0
b
Total for prior years:
2018
,
2017
,
2016
0
3
Excess distributions carryover, if any, to 2020:
a
From 2015
......
5,872,831
b
From 2016
......
5,254,766
c
From 2017
......
3,637,703
d
From 2018
......
3,400,534
e
From 2019
......
3,645,497
f
Total
of lines 3a through e
........
21,811,331
4
Qualifying distributions for 2020 from Part
XII, line 4:
$
5,672,900
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
.....
1,478
e
Remaining amount distributed out of corpus
5,671,422
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).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
27,482,753
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)
...
5,872,831
9
Excess distributions carryover to 2021.
Subtract lines 7 and 8 from line 6a
......
21,609,922
10
Analysis of line 9:
a
Excess from 2016
....
5,254,766
b
Excess from 2017
....
3,637,703
c
Excess from 2018
....
3,400,534
d
Excess from 2019
....
3,645,497
e
Excess from 2020
....
5,671,422
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
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
DAVID ENDICOTT
ROYCE BEDWARD
SERGIO DUPLAN
TOM HUDNALL
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MELISSA THOMPSON PRES DIRECTOR
6201 SOUTH FREEWAY
FORTH WORTH
,
TX
76134
(817) 551-4818
b
The form in which applications should be submitted and information and materials they should include:
THE ALCON FOUNDATION ACCEPTS CHARITABLE MONETARY DONATION APPLICATIONS FROM 501(C)(3) CHARITIES WITH: HIGH-QUALITY PROGRAMS AND SERVICES, WELL-DEFINED GOALS, A COMMITMENT TO MAXIMIZING AVAILABLE RESOURCES, A REPUTATION FOR MEETING OBJECTIVES, AND THE ABILITY TO REPORT RESULTS. APPLICANTS SHOULD REVIEW ELIGIBILITY USING THE FOUNDATION'S ONLINE ELIGIBILITY QUESTIONNAIRE (HTTPS://WWW.ALCON.COM/ABOUT-US/CORPORATE-SOCIAL-RESPONSIBILITY). WELL-ALIGNED APPLICATIONS CAN THEN BE SUBMITTED UPON SUCCESSFUL COMPLETION OF THE ONLINE ELIGIBILITY QUESTIONNAIRE.
c
Any submission deadlines:
REQUESTS FOR MORE THAN $10,000 ARE ACCEPTED ONLINE BETWEEN FEBRUARY 1 AND JULY 31 EACH YEAR.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CONTINUED FROM ABOVE. REQUESTS FOR $10,000 OR LESS ARE ACCEPTED ONLINE AT ANY TIME THROUGHOUT THE YEAR. THE ALCON FOUNDATION, INC. SUPPORTS ORGS IN THE FIELDS OF HEALTH CARE, LEADERSHIP PROGRAMS, RESEARCH, EDUCATION AND COMMUNITY RESPONSIBILITY. THE FOUNDATION DOES NOT MAKE DONATIONS TO: NON-501 (C)(3) ORGANIZATIONS, INDIVIDUALS OR FAMILIES; FRATERNAL, LABOR, POLITICAL OR VETERANS ORGS; ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF CREED, GENDER, GENDER IDENTITY, NATIONAL ORIGIN, RACE, RELIGION OR SEXUAL ORIENTATION; K-12 SCHOOLS OR SCHOOL-AFFILIATED GROUPS; ATHLETIC LEAGUES OR TEAMS; PROGRAMS PROVIDING ADAPTIVE SERVICES AND/OR TECHNOLOGIES EXCLUSIVELY FOR THE BLIND OR PEOPLE WITH LOW VISION; RELIGIOUS-BASED PROGRAMS FOR THE PURPOSE OF FURTHERING RELIGIOUS DOCTRINE; FUNDRAISING EVENTS AND ACTIVITIES, E.G., WALKS/RUNS, GALAS, DINNERS, GOLF TOURNAMENTS, ETC.; PROFESSIONAL/INDUSTRY MEETINGS AND/OR CONFERENCES.
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)
a
Paid during the year
ORBIS INTERNATIONAL
520 8TH AVENUE
NEW YORK
,
NY
10018
N/A
PC
EYE CARE
860,500
HELEN KELLER INTERNATIONAL
ONE DAG HAMMARSKJOLD PLAZA FLOOR 2
NEW YORK
,
NY
10017
N/A
PC
EYE CARE
400,000
MERCY SHIPS
PO BOX 2020
GARDEN VALLEY
,
TX
75771
N/A
PC
EYE CARE
300,000
THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY
655 BEACH STREET
SAN FRANSCISCO
,
CA
941091342
N/A
SO II
EYE CARE
275,000
FORT WORTH MUSEUM OF SCIENCE & HISTORY
1600 GENDY STREET
FORT WORTH
,
TX
76107
N/A
PC
COMMUNITY
260,000
FOUNDATION FOR EDUCATION AND RESEARCH IN VISION
4901 CALHOUN RD
HOUSTON
,
TX
772042020
N/A
PC
EYE CARE
250,000
SIGHTLIFE
1200 SIXTH AVENUE
SEATTLE
,
WA
98101
N/A
PC
EYE CARE
200,000
TRINITY HABITAT FOR HUMANITY
9333 N NORMANDALE ST
FORT WORTH
,
TX
76116
N/A
PC
COMMUNITY
175,000
EDUCATION FOUNDATION FOR FORT WORTH SCHOOLS
4455 CAMP BOWIE BLVD PMB 114
FORT WORTH
,
TX
761073864
N/A
PC
EYE CARE
125,000
EYELLIANCE
110 E 25TH STREET
NEW YORK
,
NY
10010
N/A
PC
EYE CARE
250,000
INTERNATIONAL EYE FOUNDATION
10801 CONNECTICUT AVENUE
KENSINGTON
,
MD
208952134
N/A
PC
EYE CARE
124,000
SEE INTERNATIONAL (SEE)
175 CREMONA DRIVE
GOLETA
,
CA
93117
N/A
PC
EYE CARE
120,000
FRIENDS OF THE WORLD FOOD PROGRAM
1725 I ST NW STE 510
WASHINGTON
,
DC
200062425
N/A
PC
COMMUNITY
119,498
INTERNATIONAL COUNCIL OF OPHTHALMOLOGY FOUNDATION
2261 MARKET STREET 445
SAN FRANCISCO
,
CA
94114
N/A
PC
EYE CARE
100,000
ORANGE COUNTY'S UNITED WAY
18012 MITCHELL SOUTH
IRVINE
,
CA
926146008
N/A
PC
COMMUNITY
100,000
VISIONSPRING
PO BOX 756
NEW YORK
,
NY
10108
N/A
PC
EYE CARE
100,000
MASSACHUSETTS EYE AND EAR INFIRMARY
20 STANIFORD STREET
BOSTON
,
MA
021142508
N/A
PC
EYE CARE
76,950
DANIEL MIGAEL FOUNDATION INC
2704 SE LOOP 820
FORT WORTH
,
TX
76140
N/A
PC
EYE CARE
75,000
EMORY UNIVERSITY
1762 CLIFTON ROAD NE
ATLANTA
,
GA
303224250
N/A
PC
EYE CARE
75,000
JUNIOR ACHIEVEMENT OF GEORGIA
275 NORTHSIDE DRIVE NW
ATLANTA
,
GA
30314
N/A
PC
COMMUNITY
70,000
WEST VIRGINIA UNIVERSITY FOUNDATION INC
PO BOX 1650
MORGANTOWN
,
WV
265071650
N/A
PC
EYE CARE
70,000
NORTH TEXAS AREA COMMUNITY HEALTH CENTERS INC
2332 BEVERLY HILLS DRIVE
FORT WORTH
,
TX
76114
N/A
PC
EYE CARE
65,000
TARRANT COUNTY ASSOCIATION FOR THE BLIND
912 W BROADWAY AVE
FORT WORTH
,
TX
761041115
N/A
PC
EYE CARE
60,000
FEEDING AMERICA
35 E WACKER DR STE 2000
CHICAGO
,
IL
606012200
N/A
PC
COMMUNITY
56,450
SERVE THE PEOPLE
1206 EAST 17TH STREET SUITE 101
SANTA ANA
,
CA
927012641
N/A
PC
EYE CARE
50,500
ASCRS FOUNDATION
12587 FAIR LAKES CIRCLE SUITE 348
FAIRFAX
,
VA
22033
N/A
PC
EYE CARE
50,000
ESSILOR VISION FOUNDATION
13515 NORTH STEMMONS FREEWAY
DALLAS
,
TX
75234
N/A
PC
EYE CARE
50,000
LIGHT FOR THE WORLD USA INC
231 WEST
NEW YORK
,
NY
10001
N/A
PC
EYE CARE
50,000
UNITED WAY OF BERKS COUNTY
PO BOX 702
READING
,
PA
19603
N/A
PC
COMMUNITY
40,000
UNITED WAY OF METROPOLITAN TARRANT COUNTY
1500 N MAIN ST STE 200
FORT WORTH
,
TX
76164
N/A
PC
COMMUNITY
40,000
AMERICAN RED CROSS
2055 KENDALL DRIVE
DALLAS
,
TX
75235
N/A
PC
COMMUNITY
35,000
PREVENT BLINDNESS GEORGIA
270 CARPENTER DR STE 606
ATLANTA
,
GA
30328
N/A
PC
EYE CARE
30,000
PREVENT BLINDNESS AMERICA (PBA)
225 W WACKER DR
CHICAGO
,
IL
606061375
N/A
PC
EYE CARE
25,500
COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC
151 ELLIS STREET NE
ATLANTA
,
GA
303032440
N/A
PC
COMMUNITY
25,001
UNITED NATIONS FOUNDATION INC
1750 PENNSYLVANIA AVE NW STE 300
WASHINGTON
,
DC
200064515
N/A
PC
COMMUNITY
25,001
AMERICAN ACADEMY OF OPTOMETRY FOUNDATION
622 EAST WASHINGTON ST
ORLANDO
,
FL
32801
N/A
PC
EYE CARE
25,000
BASCOM PALMER EYE INST OPHTHALMOLOGY RESEARCH FDN
900 NW 17 STREET
MIAMI
,
FL
33136
N/A
SO III FI
EYE CARE
25,000
COOK CHILDREN'S MEDICAL CENTER
801 7TH AVE
FORT WORTH
,
TX
761042733
N/A
PC
EYE CARE
25,000
GA LIONS LIGHTHOUSE FOUNDATION INC
5582 PEACHTREE ROAD
ATLANTA
,
GA
30341
N/A
PC
EYE CARE
25,000
GRADY HEALTH FOUNDATION
191 PEACHTREE ST NE STE 820
ATLANTA
,
GA
303031755
N/A
PC
EYE CARE
25,000
ILLINOIS COLLEGE OF OPTOMETRY
3241 S MICHIGAN AVE
CHICAGO
,
IL
606163878
N/A
PC
EYE CARE
25,000
PREVENT BLINDNESS TEXAS
2180 NORTH LOOP WEST SUITE 435
HOUSTON
,
TX
77018
N/A
PC
EYE CARE
25,000
SIGHTSAVERS INC
ONE BOSTON PLACE
BOSTON
,
MA
02108
N/A
PC
EYE CARE
25,000
TARRANT COUNTY COLLEGE FOUNDATION
1500 HOUSTON ST
FORT WORTH
,
TX
761026599
N/A
PC
EYE CARE
25,000
UNITED WAY OF THE TEXAS GULF COAST
50 WAUGH DRIVE
HOUSTON
,
TX
77007
N/A
PC
COMMUNITY
25,000
UNIVERSITY OF PIKEVILLE
147 SYCAMORE ST
PIKEVILLE
,
KY
415019118
N/A
PC
EYE CARE
25,000
VISION FOR THE POOR
431 SHAWNEE DRIVE
ERIE
,
PA
16505
N/A
PC
EYE CARE
25,000
UNITED WAY OF THE RIVER CITIES INC
820 MADISON AVE
HUNTINGTON
,
WV
257042551
N/A
PC
COMMUNITY
22,000
HEALTHCARE FOR THE HOMELESS - HOUSTON
1934 CAROLINE ST
HOUSTON
,
TX
77002
N/A
PC
EYE CARE
20,000
INTERNATIONAL MEDICAL CORPS
12400 WILSHIRE BLVD STE 1500
LOS ANGELES
,
CA
900251030
N/A
PC
COMMUNITY
20,000
LESTONNAC FREE CLINIC
1215 E CHAPMAN AVE
ORANGE
,
CA
928662237
N/A
PC
EYE CARE
20,000
SPECIAL OLYMPICS INC
1133 19TH STREET NW
WASHINGTON
,
DC
200363604
N/A
PC
EYE CARE
15,000
ALL CHURCH HOME FOR CHILDREN
3712 WICHITA STREET
FORT WORTH
,
TX
76119
N/A
SO I
COMMUNITY
10,000
AMERICAN RED CROSS ORANGE COUNTY CHAPTER
600 PARCKCENTER DRIVE
SANTA ANA
,
CA
92705
N/A
PC
COMMUNITY
10,000
ARLINGTON LIFE SHELTER
325 W DIVISION ST
ARLINGTON
,
TX
76011
N/A
PC
COMMUNITY
10,000
BERKS ARTS COUNCIL
PO BOX 854
READING
,
PA
196030854
N/A
PC
COMMUNITY
10,000
BIG BROTHERS BIG SISTERS
1003 WASHINGTON AVENUE
HOUSTON
,
TX
77002
N/A
PC
COMMUNITY
10,000
BOTANICAL RESEARCH INSTITUTE OF TEXAS (BRIT)
1700 UNIVERSITY DRIVE
FORT WORTH
,
TX
76107
N/A
PC
COMMUNITY
10,000
BOYS & GIRLS CLUB OF GREATER FORT WORTH
3218 E BELKNAP ST
FORT WORTH
,
TX
761114739
N/A
PC
COMMUNITY
10,000
BOYS & GIRLS CLUBS OF GARDEN GROVE
10540 CHAPMAN AVE
GARDEN GROVE
,
CA
928403101
N/A
PC
COMMUNITY
10,000
CANCER CARE SERVICES
623 S HENDERSON ST
FORT WORTH
,
TX
761042920
N/A
PC
COMMUNITY
10,000
CATHOLIC CHARITIES
FORT WORTH
FORT WORTH
,
TX
76115
N/A
PC
COMMUNITY
10,000
CLARKSTON COMMUNITY HEALTH CENTER
3700 MARKET ST STE 1
CLARKSTON
,
GA
300212653
N/A
PC
EYE CARE
10,000
COALITION FOR VISION
12655 N CENTRAL EXPY STE 910
DALLAS
,
TX
752431761
N/A
PC
EYE CARE
10,000
DALLAS SERVICES
700 NORTH PEARL STREET
DALLAS
,
TX
75201
N/A
PC
EYE CARE
10,000
DR SHROFF'S CHARITY EYE CARE INC
674 VANDERBILT DR
SUNNYVALE
,
CA
940872453
N/A
PC
EYE CARE
10,000
EASTER SEALS OF GREATER HOUSTON INC
4888 LOOP CENTRAL DR STE 200
HOUSTON
,
TX
77081
N/A
PC
COMMUNITY
10,000
FORT WORTH OPERA
505 PECAN STREET
FORT WORTH
,
TX
76102
N/A
PC
COMMUNITY
10,000
FORT WORTH SYMPHONY ORCHESTRA
330 E 4TH ST
FORT WORTH
,
TX
761024010
N/A
PC
COMMUNITY
10,000
FOSTER CARE SUPPORT FOUNDATION INC
3334 TRAILS END RD NE
ROSWELL
,
GA
30075
N/A
PC
COMMUNITY
10,000
FRIENDS OF THE FORT WORTH NATURE CENTER & REFUGE
PO BOX 471486
FORT WORTH
,
TX
76147
N/A
PC
COMMUNITY
10,000
HEALTHIER KIDS FOUNDATION SANTA CLARA COUNTY
4040 MOORPARK AVENUE SUITE 100
SAN JOSE
,
CA
95117
N/A
PC
EYE CARE
10,000
HIMALAYAN CATARACT PROJECT
PO BOX 55
WATERBURY
,
VT
05676
N/A
PC
EYE CARE
10,000
HUNTINGTON WV AREA HABITAT FOR HUMANITY
240 THIRD AVENUE
HUNTINGTON
,
WV
25701
N/A
PC
COMMUNITY
10,000
INTERNATIONAL SISTER CITIES ASSOCIATION OF FORT WORTH INC
908 MONROE ST
FORT WORTH
,
TX
76102
N/A
PC
COMMUNITY
10,000
INTL FEDERATION OF RED CROSS AND RED CRESCENT SOC AT THE U N INC
420 LEXINGTON AVE RM 905
NEW YORK
,
NY
101700046
N/A
PC
COMMUNITY
10,000
JUNIOR ACHIEVEMENT OF SOUTHEASTERN PENNSYLVANIA
994 OLD EAGLE SCHOOL RD STE 1014
WAYNE
,
PA
190871802
N/A
PC
COMMUNITY
10,000
LATIN ARTS ASSOCIATION OF FORT WORTH INC
1440 N MAIN ST
FORT WORTH
,
TX
761649119
N/A
PC
COMMUNITY
10,000
LENA POPE HOME
3200 SANGUINET DRIVE
FORT WORTH
,
TX
76107
N/A
PC
COMMUNITY
10,000
LILY'S PLACE
1320 7TH AVE
HUNTINGTON
,
WV
257012904
N/A
PC
COMMUNITY
10,000
MHMR VISIONS
3840 HULEN ST NORTH TOWER
FORT WORTH
,
TX
76107
N/A
PC
COMMUNITY
10,000
NORTH TEXAS SNAP
PO BOX 3294
GRAPEVINE
,
TX
760993294
N/A
PC
COMMUNITY
10,000
OPTOMETRY GIVING SIGHT
1019 8TH ST SUITE 304
GOLDEN
,
CO
804016901
N/A
PC
EYE CARE
10,000
PERFORMING ARTS FORT WORTH
330 EAST 4TH STREET SUITE 300
FORT WORTH
,
TX
76102
N/A
PC
COMMUNITY
10,000
PRESBYTERIAN NIGHT SHELTER
PO BOX 2645
FORT WORTH
,
TX
76113
N/A
PC
COMMUNITY
10,000
RISING TIDE INITIATIVE
6479 CAMP BOWIE BLVD
FORT WORTH
,
TX
761164356
N/A
PC
COMMUNITY
10,000
SAFEHAVEN OF TARRANT COUNTY
1010 NORTH CENTER STREET
ARLINGTON
,
TX
76011
N/A
PC
COMMUNITY
10,000
SENIOR CITIZEN SERVICES OF GREATER TARRANT COUNTY
1400 CIRCLE DRIVE SUITE 300
FORT WORTH
,
TX
76119
N/A
PC
EYE CARE
10,000
SPECIAL OLYMPICS SOUTHERN CALIFORNIA
1600 FORBES WAY STE 200
LONG BEACH
,
CA
908101833
N/A
PC
COMMUNITY
10,000
TEXAS BALLET THEATER
PO BOX 123290
FORT WORTH
,
TX
76121
N/A
PC
COMMUNITY
10,000
THE LADDER ALLIANCE INC
1100 HEMPHILL
FORT WORTH
,
TX
76104
N/A
PC
COMMUNITY
10,000
THE WARM PLACE
809 LIPSCOMB ST
FORT WORTH
,
TX
761043121
N/A
PC
COMMUNITY
10,000
UNITED WAY OF METROPOLITAN ATLANTA INC
6500 SUGARLOAF PARKWAY
DULUTH
,
GA
30096
N/A
PC
COMMUNITY
10,000
UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER (UNTHSC)
3500 CAMP BOWIE BLVD
FORT WORTH
,
TX
761072644
N/A
PC
EYE CARE
10,000
VISION TO LEARN
12100 WILSHIRE BLVD SUITE 1275
LOS ANGELES
,
CA
90049
N/A
PC
EYE CARE
10,000
WORLD CENTRAL KITCHEN INCORPORATED
655 NEW YORK AVE NW 6 FL
WASHINGTON
,
DC
20001
N/A
PC
COMMUNITY
10,000
YMCA OF METROPOLITAN FORT WORTH
512 LAMAR STREET
FORT WORTH
,
TX
76102
N/A
PC
COMMUNITY
10,000
CENTER FOR TRANSFORMING LIVES
249 W THORNHILL DRIVE
FORT WORTH
,
TX
76115
N/A
PC
COMMUNITY
10,000
ALLIANCE FOR CHILDREN
908 SOUTHLAND AVE
FORT WORTH
,
TX
76104
N/A
PC
COMMUNITY
8,500
ST JUDE MEDICAL CENTER
101 E VALENCIA MESA DR
FULLERTON
,
CA
928353809
N/A
PC
EYE CARE
8,000
BERKS COUNTY ASSOCIATION FOR THE BLIND
2020 HAMPDEN BLVD
READING
,
PA
196041417
N/A
PC
EYE CARE
7,500
ENFOQUE IXCN
5784 SE LEXINGTON DRIVE
HILLSBORO
,
OR
971238285
N/A
PC
EYE CARE
7,500
PATHFINDERS
6550 CAMP BOWIE BLVD SUITE 111
FORT WORTH
,
TX
76116
N/A
PC
COMMUNITY
7,500
AMERICAN HEART ASSOCIATION
4217 PARK PLACE COURT
GLEN ALLEN
,
VA
23060
N/A
PC
COMMUNITY
5,000
BATTERED WOMEN'S FOUNDATION
4166 WILLMAN AVE
N RICHARD HILLS
,
TX
76180
N/A
PC
COMMUNITY
5,000
CABELL-WAYNE ASSOCIATION OF THE BLIND
38 WASHINGTON AVE
HUNTINGTON
,
WV
25701
N/A
PC
EYE CARE
5,000
COMMUNITIES IN SCHOOLS OF GREATER TARRANT COUNTY INC
5601 BRIDGE STREET
FORT WORTH
,
TX
76112
N/A
PC
COMMUNITY
5,000
GILL CHILDREN'S SERVICES
555 HEMPHILL STREET
FORT WORTH
,
TX
76104
N/A
PC
COMMUNITY
5,000
LEVELUP KIDS INC
5416 NE ANTIOCH RD
KANSAS CITY
,
MO
641192507
N/A
PC
EYE CARE
5,000
SOUTHWESTERN MEDICAL FOUNDATION
3889 MAPLE AVE STE 100
DALLAS
,
TX
752193210
N/A
PC
EYE CARE
5,000
UNION GOSPEL MISSION OF TARRANT COUNTY
PO BOX 1957
FORT WORTH
,
TX
76101
N/A
PC
COMMUNITY
5,000
WINGS OF HOPE
PO BOX 445
BURLESON
,
TX
760970445
N/A
PC
COMMUNITY
5,000
WOMEN'S CENTER OF TARRANT COUNTY
1723 HEMPHILL STREET
FORT WORTH
,
TX
76110
N/A
PC
COMMUNITY
3,000
LUBBOCK IMPACT INC
2707 34TH ST
LUBBOCK
,
TX
794103521
N/A
PC
EYE CARE
500
Total
.................................
3a
5,672,900
b
Approved for future payment
FORT WORTH AREA HABITAT FOR HUMANITY INC
9333 N NORMANDALE ST
FORT WORTH
,
TX
76116
N/A
PC
COMMUNITY
175,000
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY
655 BEACH STREET
SAN FRANCISCO
,
CA
941091342
N/A
SO II
EYE CARE
150,000
HELEN KELLER INTERNATIONAL
ONE DAG HAMMARSKJOLD PLAZA FLOOR 2
NEW YORK
,
NY
10017
N/A
PC
EYE CARE
150,000
INTERNATIONAL EYE FOUNDATION
10801 CONNECTICUT AVENUE
KENSINGTON
,
MD
208952134
N/A
PC
EYE CARE
150,000
VISIONSPRING INC
PO BOX 756
NEW YORK
,
NY
10108
N/A
PC
EYE CARE
150,000
MASSACHUSETTS EYE AND EAR INFIRMARY
20 STANIFORD STREET
BOSTON
,
MA
021142508
N/A
PC
EYE CARE
125,000
SURGICAL EYE EXPEDITIONS INTERNATIONAL INC
175 CREMONA DRIVE
GOLETA
,
CA
93117
N/A
PC
EYE CARE
120,000
ORANGE COUNTY UNITED WAY
18012 MITCHELL SOUTH
IRVINE
,
CA
926146008
N/A
PC
COMMUNITY
100,000
UNIVERSITY OF UTAH
65 MARIO CAPECCHI DR
SALT LAKE CITY
,
UT
84132
N/A
PC
EYE CARE
80,000
WEST VIRGINIA UNIVERSITY FOUNDATION INC
PO BOX 1650
MORGANTOWN
,
WV
265071650
N/A
PC
EYE CARE
80,000
EMORY UNIVERSITY
1762 CLIFTON ROAD NE
ATLANTA
,
GA
303224250
N/A
PC
EYE CARE
75,000
RETINA GLOBAL
2 WINDFLOWER
ALISO VIEJO
,
CA
926561433
N/A
PC
EYE CARE
75,000
SPECIAL OLYMPICS TEXAS INC
8701 BEDFORD EULESS RD SUITE 330
NORTH RICHLAND HILLS
,
TX
76053
N/A
PC
EYE CARE
55,000
AMERICAN SOCIETY OF CATARACT AND REFRACTIVE SURGERY FDN
12587 FAIR LAKES CIRCLE SUITE 348
FAIRFAX
,
VA
22033
N/A
PC
EYE CARE
50,000
ESSILOR VISION FOUNDATION
13515 NORTH STEMMONS FREEWAY
DALLAS
,
TX
75234
N/A
PC
EYE CARE
50,000
GEORGIA SOCIETY TO PREVENT BLINDNESS INC
270 CARPENTER DR STE 606
ATLANTA
,
GA
30328
N/A
PC
EYE CARE
50,000
SERVE THE PEOPLE INC
1206 EAST 17TH STREET SUITE 101
STANA ANA
,
CA
927012641
N/A
PC
EYE CARE
50,000
UNIVERSITY OF PIKEVILLE
147 SYCAMORE ST
PIKEVILLE
,
KY
415019118
N/A
PC
EYE CARE
50,000
ILLINOIS COLLEGE OF OPTOMETRY
3241 S MICHIGAN AVE
CHICAGO
,
IL
606163878
N/A
PC
EYE CARE
35,000
TEXAS SOCIETY TO PREVENT BLINDNESS
2180 NORTH LOOP WEST SUITE 435
HOUSTON
,
TX
77018
N/A
PC
EYE CARE
35,000
CHILDREN'S EYE FOUNDATION OF AAPOS
655 BEACH STREET
SAN FRANCISCO
,
CA
94109
N/A
PC
EYE CARE
30,000
UNITED WAY OF BERKS COUNTY
PO BOX 702
READING
,
PA
19603
N/A
PC
COMMUNITY
30,000
AMERICAN ACADEMY OF OPTOMETRY FOUNDATION
622 EAST WASHINGTON ST
ORLANDO
,
FL
32801
N/A
PC
EYE CARE
25,000
BASCOM PALMER EYE INSTITUTE OPHTHALMOLOGY RESEARCH FDN
900 NW 17 STREET
MIAMI
,
FL
33136
N/A
SO III FI
EYE CARE
25,000
GEORGIA LIONS LIGHTHOUSE FOUNDATION INC
5582 PEACHTREE ROAD
ATLANTA
,
GA
30341
N/A
PC
EYE CARE
25,000
GRADY HEALTH FOUNDATION
191 PEACHTREE ST NE STE 820
ATLANTA
,
GA
303031755
N/A
PC
EYE CARE
25,000
NATIONAL SOCIETY TO PREVENT BLINDNESS (DBA PREVENT BLINDNESS)
225 W WACKER DR
CHICAGO
,
IL
606061375
N/A
PC
EYE CARE
25,000
SIGHTSAVERS INC
ONE BOSTON PLACE
BOSTON
,
MA
02108
N/A
PC
EYE CARE
25,000
UNITED WAY OF TARRANT COUNTY
1500 N MAIN ST STE 200
FORT WORTH
,
TX
76164
N/A
PC
COMMUNITY
25,000
WI COOK FOUNDATION
801 7TH AVE
FORT WORTH
,
TX
761042733
N/A
PC
EYE CARE
25,000
ST JEANNE DE LESTONNAC FREE CLINIC
1215 E CHAPMAN AVE
ORANGE
,
CA
928662237
N/A
PC
EYE CARE
20,000
UNITED WAY OF THE RIVER CITIES INC
820 MADISON AVE
HUNTINGTON
,
WV
257042551
N/A
PC
COMMUNITY
20,000
Total
.................................
3b
2,105,000
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
0
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
0
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2020)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ORBIS INTERNATIONAL
520 8TH AVENUE
NEW YORK
,
NY
10018
N/A
PC
EYE CARE
860,500
HELEN KELLER INTERNATIONAL
ONE DAG HAMMARSKJOLD PLAZA FLOOR 2
NEW YORK
,
NY
10017
N/A
PC
EYE CARE
400,000
MERCY SHIPS
PO BOX 2020
GARDEN VALLEY
,
TX
75771
N/A
PC
EYE CARE
300,000
THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY
655 BEACH STREET
SAN FRANSCISCO
,
CA
941091342
N/A
SO II
EYE CARE
275,000
FORT WORTH MUSEUM OF SCIENCE & HISTORY
1600 GENDY STREET
FORT WORTH
,
TX
76107
N/A
PC
COMMUNITY
260,000
FOUNDATION FOR EDUCATION AND RESEARCH IN VISION
4901 CALHOUN RD
HOUSTON
,
TX
772042020
N/A
PC
EYE CARE
250,000
SIGHTLIFE
1200 SIXTH AVENUE
SEATTLE
,
WA
98101
N/A
PC
EYE CARE
200,000
TRINITY HABITAT FOR HUMANITY
9333 N NORMANDALE ST
FORT WORTH
,
TX
76116
N/A
PC
COMMUNITY
175,000
EDUCATION FOUNDATION FOR FORT WORTH SCHOOLS
4455 CAMP BOWIE BLVD PMB 114
FORT WORTH
,
TX
761073864
N/A
PC
EYE CARE
125,000
EYELLIANCE
110 E 25TH STREET
NEW YORK
,
NY
10010
N/A
PC
EYE CARE
250,000
INTERNATIONAL EYE FOUNDATION
10801 CONNECTICUT AVENUE
KENSINGTON
,
MD
208952134
N/A
PC
EYE CARE
124,000
SEE INTERNATIONAL (SEE)
175 CREMONA DRIVE
GOLETA
,
CA
93117
N/A
PC
EYE CARE
120,000
FRIENDS OF THE WORLD FOOD PROGRAM
1725 I ST NW STE 510
WASHINGTON
,
DC
200062425
N/A
PC
COMMUNITY
119,498
INTERNATIONAL COUNCIL OF OPHTHALMOLOGY FOUNDATION
2261 MARKET STREET 445
SAN FRANCISCO
,
CA
94114
N/A
PC
EYE CARE
100,000
ORANGE COUNTY'S UNITED WAY
18012 MITCHELL SOUTH
IRVINE
,
CA
926146008
N/A
PC
COMMUNITY
100,000
VISIONSPRING
PO BOX 756
NEW YORK
,
NY
10108
N/A
PC
EYE CARE
100,000
MASSACHUSETTS EYE AND EAR INFIRMARY
20 STANIFORD STREET
BOSTON
,
MA
021142508
N/A
PC
EYE CARE
76,950
DANIEL MIGAEL FOUNDATION INC
2704 SE LOOP 820
FORT WORTH
,
TX
76140
N/A
PC
EYE CARE
75,000
EMORY UNIVERSITY
1762 CLIFTON ROAD NE
ATLANTA
,
GA
303224250
N/A
PC
EYE CARE
75,000
JUNIOR ACHIEVEMENT OF GEORGIA
275 NORTHSIDE DRIVE NW
ATLANTA
,
GA
30314
N/A
PC
COMMUNITY
70,000
WEST VIRGINIA UNIVERSITY FOUNDATION INC
PO BOX 1650
MORGANTOWN
,
WV
265071650
N/A
PC
EYE CARE
70,000
NORTH TEXAS AREA COMMUNITY HEALTH CENTERS INC
2332 BEVERLY HILLS DRIVE
FORT WORTH
,
TX
76114
N/A
PC
EYE CARE
65,000
TARRANT COUNTY ASSOCIATION FOR THE BLIND
912 W BROADWAY AVE
FORT WORTH
,
TX
761041115
N/A
PC
EYE CARE
60,000
FEEDING AMERICA
35 E WACKER DR STE 2000
CHICAGO
,
IL
606012200
N/A
PC
COMMUNITY
56,450
SERVE THE PEOPLE
1206 EAST 17TH STREET SUITE 101
SANTA ANA
,
CA
927012641
N/A
PC
EYE CARE
50,500
ASCRS FOUNDATION
12587 FAIR LAKES CIRCLE SUITE 348
FAIRFAX
,
VA
22033
N/A
PC
EYE CARE
50,000
ESSILOR VISION FOUNDATION
13515 NORTH STEMMONS FREEWAY
DALLAS
,
TX
75234
N/A
PC
EYE CARE
50,000
LIGHT FOR THE WORLD USA INC
231 WEST
NEW YORK
,
NY
10001
N/A
PC
EYE CARE
50,000
UNITED WAY OF BERKS COUNTY
PO BOX 702
READING
,
PA
19603
N/A
PC
COMMUNITY
40,000
UNITED WAY OF METROPOLITAN TARRANT COUNTY
1500 N MAIN ST STE 200
FORT WORTH
,
TX
76164
N/A
PC
COMMUNITY
40,000
AMERICAN RED CROSS
2055 KENDALL DRIVE
DALLAS
,
TX
75235
N/A
PC
COMMUNITY
35,000
PREVENT BLINDNESS GEORGIA
270 CARPENTER DR STE 606
ATLANTA
,
GA
30328
N/A
PC
EYE CARE
30,000
PREVENT BLINDNESS AMERICA (PBA)
225 W WACKER DR
CHICAGO
,
IL
606061375
N/A
PC
EYE CARE
25,500
COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC
151 ELLIS STREET NE
ATLANTA
,
GA
303032440
N/A
PC
COMMUNITY
25,001
UNITED NATIONS FOUNDATION INC
1750 PENNSYLVANIA AVE NW STE 300
WASHINGTON
,
DC
200064515
N/A
PC
COMMUNITY
25,001
AMERICAN ACADEMY OF OPTOMETRY FOUNDATION
622 EAST WASHINGTON ST
ORLANDO
,
FL
32801
N/A
PC
EYE CARE
25,000
BASCOM PALMER EYE INST OPHTHALMOLOGY RESEARCH FDN
900 NW 17 STREET
MIAMI
,
FL
33136
N/A
SO III FI
EYE CARE
25,000
COOK CHILDREN'S MEDICAL CENTER
801 7TH AVE
FORT WORTH
,
TX
761042733
N/A
PC
EYE CARE
25,000
GA LIONS LIGHTHOUSE FOUNDATION INC
5582 PEACHTREE ROAD
ATLANTA
,
GA
30341
N/A
PC
EYE CARE
25,000
GRADY HEALTH FOUNDATION
191 PEACHTREE ST NE STE 820
ATLANTA
,
GA
303031755
N/A
PC
EYE CARE
25,000
ILLINOIS COLLEGE OF OPTOMETRY
3241 S MICHIGAN AVE
CHICAGO
,
IL
606163878
N/A
PC
EYE CARE
25,000
PREVENT BLINDNESS TEXAS
2180 NORTH LOOP WEST SUITE 435
HOUSTON
,
TX
77018
N/A
PC
EYE CARE
25,000
SIGHTSAVERS INC
ONE BOSTON PLACE
BOSTON
,
MA
02108
N/A
PC
EYE CARE
25,000
TARRANT COUNTY COLLEGE FOUNDATION
1500 HOUSTON ST
FORT WORTH
,
TX
761026599
N/A
PC
EYE CARE
25,000
UNITED WAY OF THE TEXAS GULF COAST
50 WAUGH DRIVE
HOUSTON
,
TX
77007
N/A
PC
COMMUNITY
25,000
UNIVERSITY OF PIKEVILLE
147 SYCAMORE ST
PIKEVILLE
,
KY
415019118
N/A
PC
EYE CARE
25,000
VISION FOR THE POOR
431 SHAWNEE DRIVE
ERIE
,
PA
16505
N/A
PC
EYE CARE
25,000
UNITED WAY OF THE RIVER CITIES INC
820 MADISON AVE
HUNTINGTON
,
WV
257042551
N/A
PC
COMMUNITY
22,000
HEALTHCARE FOR THE HOMELESS - HOUSTON
1934 CAROLINE ST
HOUSTON
,
TX
77002
N/A
PC
EYE CARE
20,000
INTERNATIONAL MEDICAL CORPS
12400 WILSHIRE BLVD STE 1500
LOS ANGELES
,
CA
900251030
N/A
PC
COMMUNITY
20,000
LESTONNAC FREE CLINIC
1215 E CHAPMAN AVE
ORANGE
,
CA
928662237
N/A
PC
EYE CARE
20,000
SPECIAL OLYMPICS INC
1133 19TH STREET NW
WASHINGTON
,
DC
200363604
N/A
PC
EYE CARE
15,000
ALL CHURCH HOME FOR CHILDREN
3712 WICHITA STREET
FORT WORTH
,
TX
76119
N/A
SO I
COMMUNITY
10,000
AMERICAN RED CROSS ORANGE COUNTY CHAPTER
600 PARCKCENTER DRIVE
SANTA ANA
,
CA
92705
N/A
PC
COMMUNITY
10,000
ARLINGTON LIFE SHELTER
325 W DIVISION ST
ARLINGTON
,
TX
76011
N/A
PC
COMMUNITY
10,000
BERKS ARTS COUNCIL
PO BOX 854
READING
,
PA
196030854
N/A
PC
COMMUNITY
10,000
BIG BROTHERS BIG SISTERS
1003 WASHINGTON AVENUE
HOUSTON
,
TX
77002
N/A
PC
COMMUNITY
10,000
BOTANICAL RESEARCH INSTITUTE OF TEXAS (BRIT)
1700 UNIVERSITY DRIVE
FORT WORTH
,
TX
76107
N/A
PC
COMMUNITY
10,000
BOYS & GIRLS CLUB OF GREATER FORT WORTH
3218 E BELKNAP ST
FORT WORTH
,
TX
761114739
N/A
PC
COMMUNITY
10,000
BOYS & GIRLS CLUBS OF GARDEN GROVE
10540 CHAPMAN AVE
GARDEN GROVE
,
CA
928403101
N/A
PC
COMMUNITY
10,000
CANCER CARE SERVICES
623 S HENDERSON ST
FORT WORTH
,
TX
761042920
N/A
PC
COMMUNITY
10,000
CATHOLIC CHARITIES
FORT WORTH
FORT WORTH
,
TX
76115
N/A
PC
COMMUNITY
10,000
CLARKSTON COMMUNITY HEALTH CENTER
3700 MARKET ST STE 1
CLARKSTON
,
GA
300212653
N/A
PC
EYE CARE
10,000
COALITION FOR VISION
12655 N CENTRAL EXPY STE 910
DALLAS
,
TX
752431761
N/A
PC
EYE CARE
10,000
DALLAS SERVICES
700 NORTH PEARL STREET
DALLAS
,
TX
75201
N/A
PC
EYE CARE
10,000
DR SHROFF'S CHARITY EYE CARE INC
674 VANDERBILT DR
SUNNYVALE
,
CA
940872453
N/A
PC
EYE CARE
10,000
EASTER SEALS OF GREATER HOUSTON INC
4888 LOOP CENTRAL DR STE 200
HOUSTON
,
TX
77081
N/A
PC
COMMUNITY
10,000
FORT WORTH OPERA
505 PECAN STREET
FORT WORTH
,
TX
76102
N/A
PC
COMMUNITY
10,000
FORT WORTH SYMPHONY ORCHESTRA
330 E 4TH ST
FORT WORTH
,
TX
761024010
N/A
PC
COMMUNITY
10,000
FOSTER CARE SUPPORT FOUNDATION INC
3334 TRAILS END RD NE
ROSWELL
,
GA
30075
N/A
PC
COMMUNITY
10,000
FRIENDS OF THE FORT WORTH NATURE CENTER & REFUGE
PO BOX 471486
FORT WORTH
,
TX
76147
N/A
PC
COMMUNITY
10,000
HEALTHIER KIDS FOUNDATION SANTA CLARA COUNTY
4040 MOORPARK AVENUE SUITE 100
SAN JOSE
,
CA
95117
N/A
PC
EYE CARE
10,000
HIMALAYAN CATARACT PROJECT
PO BOX 55
WATERBURY
,
VT
05676
N/A
PC
EYE CARE
10,000
HUNTINGTON WV AREA HABITAT FOR HUMANITY
240 THIRD AVENUE
HUNTINGTON
,
WV
25701
N/A
PC
COMMUNITY
10,000
INTERNATIONAL SISTER CITIES ASSOCIATION OF FORT WORTH INC
908 MONROE ST
FORT WORTH
,
TX
76102
N/A
PC
COMMUNITY
10,000
INTL FEDERATION OF RED CROSS AND RED CRESCENT SOC AT THE U N INC
420 LEXINGTON AVE RM 905
NEW YORK
,
NY
101700046
N/A
PC
COMMUNITY
10,000
JUNIOR ACHIEVEMENT OF SOUTHEASTERN PENNSYLVANIA
994 OLD EAGLE SCHOOL RD STE 1014
WAYNE
,
PA
190871802
N/A
PC
COMMUNITY
10,000
LATIN ARTS ASSOCIATION OF FORT WORTH INC
1440 N MAIN ST
FORT WORTH
,
TX
761649119
N/A
PC
COMMUNITY
10,000
LENA POPE HOME
3200 SANGUINET DRIVE
FORT WORTH
,
TX
76107
N/A
PC
COMMUNITY
10,000
LILY'S PLACE
1320 7TH AVE
HUNTINGTON
,
WV
257012904
N/A
PC
COMMUNITY
10,000
MHMR VISIONS
3840 HULEN ST NORTH TOWER
FORT WORTH
,
TX
76107
N/A
PC
COMMUNITY
10,000
NORTH TEXAS SNAP
PO BOX 3294
GRAPEVINE
,
TX
760993294
N/A
PC
COMMUNITY
10,000
OPTOMETRY GIVING SIGHT
1019 8TH ST SUITE 304
GOLDEN
,
CO
804016901
N/A
PC
EYE CARE
10,000
PERFORMING ARTS FORT WORTH
330 EAST 4TH STREET SUITE 300
FORT WORTH
,
TX
76102
N/A
PC
COMMUNITY
10,000
PRESBYTERIAN NIGHT SHELTER
PO BOX 2645
FORT WORTH
,
TX
76113
N/A
PC
COMMUNITY
10,000
RISING TIDE INITIATIVE
6479 CAMP BOWIE BLVD
FORT WORTH
,
TX
761164356
N/A
PC
COMMUNITY
10,000
SAFEHAVEN OF TARRANT COUNTY
1010 NORTH CENTER STREET
ARLINGTON
,
TX
76011
N/A
PC
COMMUNITY
10,000
SENIOR CITIZEN SERVICES OF GREATER TARRANT COUNTY
1400 CIRCLE DRIVE SUITE 300
FORT WORTH
,
TX
76119
N/A
PC
EYE CARE
10,000
SPECIAL OLYMPICS SOUTHERN CALIFORNIA
1600 FORBES WAY STE 200
LONG BEACH
,
CA
908101833
N/A
PC
COMMUNITY
10,000
TEXAS BALLET THEATER
PO BOX 123290
FORT WORTH
,
TX
76121
N/A
PC
COMMUNITY
10,000
THE LADDER ALLIANCE INC
1100 HEMPHILL
FORT WORTH
,
TX
76104
N/A
PC
COMMUNITY
10,000
THE WARM PLACE
809 LIPSCOMB ST
FORT WORTH
,
TX
761043121
N/A
PC
COMMUNITY
10,000
UNITED WAY OF METROPOLITAN ATLANTA INC
6500 SUGARLOAF PARKWAY
DULUTH
,
GA
30096
N/A
PC
COMMUNITY
10,000
UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER (UNTHSC)
3500 CAMP BOWIE BLVD
FORT WORTH
,
TX
761072644
N/A
PC
EYE CARE
10,000
VISION TO LEARN
12100 WILSHIRE BLVD SUITE 1275
LOS ANGELES
,
CA
90049
N/A
PC
EYE CARE
10,000
WORLD CENTRAL KITCHEN INCORPORATED
655 NEW YORK AVE NW 6 FL
WASHINGTON
,
DC
20001
N/A
PC
COMMUNITY
10,000
YMCA OF METROPOLITAN FORT WORTH
512 LAMAR STREET
FORT WORTH
,
TX
76102
N/A
PC
COMMUNITY
10,000
CENTER FOR TRANSFORMING LIVES
249 W THORNHILL DRIVE
FORT WORTH
,
TX
76115
N/A
PC
COMMUNITY
10,000
ALLIANCE FOR CHILDREN
908 SOUTHLAND AVE
FORT WORTH
,
TX
76104
N/A
PC
COMMUNITY
8,500
ST JUDE MEDICAL CENTER
101 E VALENCIA MESA DR
FULLERTON
,
CA
928353809
N/A
PC
EYE CARE
8,000
BERKS COUNTY ASSOCIATION FOR THE BLIND
2020 HAMPDEN BLVD
READING
,
PA
196041417
N/A
PC
EYE CARE
7,500
ENFOQUE IXCN
5784 SE LEXINGTON DRIVE
HILLSBORO
,
OR
971238285
N/A
PC
EYE CARE
7,500
PATHFINDERS
6550 CAMP BOWIE BLVD SUITE 111
FORT WORTH
,
TX
76116
N/A
PC
COMMUNITY
7,500
AMERICAN HEART ASSOCIATION
4217 PARK PLACE COURT
GLEN ALLEN
,
VA
23060
N/A
PC
COMMUNITY
5,000
BATTERED WOMEN'S FOUNDATION
4166 WILLMAN AVE
N RICHARD HILLS
,
TX
76180
N/A
PC
COMMUNITY
5,000
CABELL-WAYNE ASSOCIATION OF THE BLIND
38 WASHINGTON AVE
HUNTINGTON
,
WV
25701
N/A
PC
EYE CARE
5,000
COMMUNITIES IN SCHOOLS OF GREATER TARRANT COUNTY INC
5601 BRIDGE STREET
FORT WORTH
,
TX
76112
N/A
PC
COMMUNITY
5,000
GILL CHILDREN'S SERVICES
555 HEMPHILL STREET
FORT WORTH
,
TX
76104
N/A
PC
COMMUNITY
5,000
LEVELUP KIDS INC
5416 NE ANTIOCH RD
KANSAS CITY
,
MO
641192507
N/A
PC
EYE CARE
5,000
SOUTHWESTERN MEDICAL FOUNDATION
3889 MAPLE AVE STE 100
DALLAS
,
TX
752193210
N/A
PC
EYE CARE
5,000
UNION GOSPEL MISSION OF TARRANT COUNTY
PO BOX 1957
FORT WORTH
,
TX
76101
N/A
PC
COMMUNITY
5,000
WINGS OF HOPE
PO BOX 445
BURLESON
,
TX
760970445
N/A
PC
COMMUNITY
5,000
WOMEN'S CENTER OF TARRANT COUNTY
1723 HEMPHILL STREET
FORT WORTH
,
TX
76110
N/A
PC
COMMUNITY
3,000
LUBBOCK IMPACT INC
2707 34TH ST
LUBBOCK
,
TX
794103521
N/A
PC
EYE CARE
500
Total
...............................
3a
5,672,900
b
Approved for future payment
FORT WORTH AREA HABITAT FOR HUMANITY INC
9333 N NORMANDALE ST
FORT WORTH
,
TX
76116
N/A
PC
COMMUNITY
175,000
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY
655 BEACH STREET
SAN FRANCISCO
,
CA
941091342
N/A
SO II
EYE CARE
150,000
HELEN KELLER INTERNATIONAL
ONE DAG HAMMARSKJOLD PLAZA FLOOR 2
NEW YORK
,
NY
10017
N/A
PC
EYE CARE
150,000
INTERNATIONAL EYE FOUNDATION
10801 CONNECTICUT AVENUE
KENSINGTON
,
MD
208952134
N/A
PC
EYE CARE
150,000
VISIONSPRING INC
PO BOX 756
NEW YORK
,
NY
10108
N/A
PC
EYE CARE
150,000
MASSACHUSETTS EYE AND EAR INFIRMARY
20 STANIFORD STREET
BOSTON
,
MA
021142508
N/A
PC
EYE CARE
125,000
SURGICAL EYE EXPEDITIONS INTERNATIONAL INC
175 CREMONA DRIVE
GOLETA
,
CA
93117
N/A
PC
EYE CARE
120,000
ORANGE COUNTY UNITED WAY
18012 MITCHELL SOUTH
IRVINE
,
CA
926146008
N/A
PC
COMMUNITY
100,000
UNIVERSITY OF UTAH
65 MARIO CAPECCHI DR
SALT LAKE CITY
,
UT
84132
N/A
PC
EYE CARE
80,000
WEST VIRGINIA UNIVERSITY FOUNDATION INC
PO BOX 1650
MORGANTOWN
,
WV
265071650
N/A
PC
EYE CARE
80,000
EMORY UNIVERSITY
1762 CLIFTON ROAD NE
ATLANTA
,
GA
303224250
N/A
PC
EYE CARE
75,000
RETINA GLOBAL
2 WINDFLOWER
ALISO VIEJO
,
CA
926561433
N/A
PC
EYE CARE
75,000
SPECIAL OLYMPICS TEXAS INC
8701 BEDFORD EULESS RD SUITE 330
NORTH RICHLAND HILLS
,
TX
76053
N/A
PC
EYE CARE
55,000
AMERICAN SOCIETY OF CATARACT AND REFRACTIVE SURGERY FDN
12587 FAIR LAKES CIRCLE SUITE 348
FAIRFAX
,
VA
22033
N/A
PC
EYE CARE
50,000
ESSILOR VISION FOUNDATION
13515 NORTH STEMMONS FREEWAY
DALLAS
,
TX
75234
N/A
PC
EYE CARE
50,000
GEORGIA SOCIETY TO PREVENT BLINDNESS INC
270 CARPENTER DR STE 606
ATLANTA
,
GA
30328
N/A
PC
EYE CARE
50,000
SERVE THE PEOPLE INC
1206 EAST 17TH STREET SUITE 101
STANA ANA
,
CA
927012641
N/A
PC
EYE CARE
50,000
UNIVERSITY OF PIKEVILLE
147 SYCAMORE ST
PIKEVILLE
,
KY
415019118
N/A
PC
EYE CARE
50,000
ILLINOIS COLLEGE OF OPTOMETRY
3241 S MICHIGAN AVE
CHICAGO
,
IL
606163878
N/A
PC
EYE CARE
35,000
TEXAS SOCIETY TO PREVENT BLINDNESS
2180 NORTH LOOP WEST SUITE 435
HOUSTON
,
TX
77018
N/A
PC
EYE CARE
35,000
CHILDREN'S EYE FOUNDATION OF AAPOS
655 BEACH STREET
SAN FRANCISCO
,
CA
94109
N/A
PC
EYE CARE
30,000
UNITED WAY OF BERKS COUNTY
PO BOX 702
READING
,
PA
19603
N/A
PC
COMMUNITY
30,000
AMERICAN ACADEMY OF OPTOMETRY FOUNDATION
622 EAST WASHINGTON ST
ORLANDO
,
FL
32801
N/A
PC
EYE CARE
25,000
BASCOM PALMER EYE INSTITUTE OPHTHALMOLOGY RESEARCH FDN
900 NW 17 STREET
MIAMI
,
FL
33136
N/A
SO III FI
EYE CARE
25,000
GEORGIA LIONS LIGHTHOUSE FOUNDATION INC
5582 PEACHTREE ROAD
ATLANTA
,
GA
30341
N/A
PC
EYE CARE
25,000
GRADY HEALTH FOUNDATION
191 PEACHTREE ST NE STE 820
ATLANTA
,
GA
303031755
N/A
PC
EYE CARE
25,000
NATIONAL SOCIETY TO PREVENT BLINDNESS (DBA PREVENT BLINDNESS)
225 W WACKER DR
CHICAGO
,
IL
606061375
N/A
PC
EYE CARE
25,000
SIGHTSAVERS INC
ONE BOSTON PLACE
BOSTON
,
MA
02108
N/A
PC
EYE CARE
25,000
UNITED WAY OF TARRANT COUNTY
1500 N MAIN ST STE 200
FORT WORTH
,
TX
76164
N/A
PC
COMMUNITY
25,000
WI COOK FOUNDATION
801 7TH AVE
FORT WORTH
,
TX
761042733
N/A
PC
EYE CARE
25,000
ST JEANNE DE LESTONNAC FREE CLINIC
1215 E CHAPMAN AVE
ORANGE
,
CA
928662237
N/A
PC
EYE CARE
20,000
UNITED WAY OF THE RIVER CITIES INC
820 MADISON AVE
HUNTINGTON
,
WV
257042551
N/A
PC
COMMUNITY
20,000
Total
................................
3b
2,105,000
-
TIN:
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Attach to Form 990, 990-EZ, or 990-PF.
Go to
www.irs.gov/Form990
for the latest information.
OMB No. 1545-0047
20
20
Name of the organization
THE ALCON FOUNDATION INC
Employer identification number
20-0166600
Organization type
(check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)(
) (enter number) organization
4947(a)(1) nonexempt charitable trust
not
treated as a private foundation
527 political organization
Form 990-PF
501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the
General Rule
or a
Special Rule.
Note:
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33
1
/3
% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of
(1)
$5,000 or
(2)
2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000
exclusively
for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions
exclusively
for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an
exclusively
religious, charitable, etc., purpose. Don't complete any of the parts unless the
General Rule
applies to this organization because it received
nonexclusively
religious, charitable, etc., contributions totaling $5,000 or more during the year
.........
$
Caution:
An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it
must
answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613X
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Page
2
Name of organization
THE ALCON FOUNDATION INC
Employer identification number
20-0166600
Part I
Contributors
Contributors
(see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
ALCON LABORATORIES INC
6201 SOUTH FREEWAY
FORT WORTH
,
TX
76134
$
5,672,900
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Page
3
Name of organization
THE ALCON FOUNDATION INC
Employer identification number
20-0166600
Part II
Noncash Property
(see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Page
4
Name of organization
THE ALCON FOUNDATION INC
Employer identification number
20-0166600
Part III
Exclusively
religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns
(a)
through
(e) and
the following line entry. For organizations completing Part III, enter the total of
exclusively
religious, charitable, etc., contributions of
$1,000 or less
for the year. (Enter this information once. See instructions.)
$
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Additional Data
Software ID:
Software Version:
-
TIN:
TY 2020 AllOthProgRltdInvestmentsSch
Name:
THE ALCON FOUNDATION INC
EIN:
20-0166600
Category
Amount
NONE
0
-
TIN:
TY 2020 OtherAssetsSchedule
Name:
THE ALCON FOUNDATION INC
EIN:
20-0166600
Description
Beginning of Year - Book Value
End of Year - Book Value
End of Year - Fair Market Value
OTHER (ARTWORK)
0
0
30,000