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
Footprint Foundation Inc
 
% FOOTPRINT FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)The Lupton Company 201 W main St
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chattanooga, TN37408
A Employer identification number

27-5486356
B Telephone number (see instructions)

(423) 757-0507
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$31,413,984J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 8,141 8,141  
4 Dividends and interest from securities... 368,620 368,620  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 716,568
b Gross sales price for all assets on line 6a 11,566,705
7 Capital gain net income (from Part IV, line 2)... 716,261
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 190,547 100,859  
12 Total. Add lines 1 through 11........ 1,283,876 1,193,881  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 127,500     127,500
15 Pension plans, employee benefits....... 25,018     25,018
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 251,450 208,075   43,375
17 Interest............... 946 938    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,301 1    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,952     7,952
22 Printing and publications.......... 547     547
23 Other expenses (attach schedule)....... Click to see attachment 115,306 68,980   45,534
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 534,020 277,994   249,926
25 Contributions, gifts, grants paid....... 1,487,000 1,487,000
26 Total expenses and disbursements. Add lines 24 and 25 2,021,020 277,994   1,736,926
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -737,144
b Net investment income (if negative, enter -0-) 915,887
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,247,602 1,754,306 1,754,306
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) bullet250,000
Less: allowance for doubtful accounts bullet   250,000 Click to see attachment250,000 250,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 629,345 Click to see attachment519,345 549,584
b Investments—corporate stock (attach schedule)....... 15,137,216 Click to see attachment12,887,751 15,720,658
c Investments—corporate bonds (attach schedule)....... 3,328,634 Click to see attachment3,659,482 3,819,084
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,895,718 Click to see attachment6,680,487 9,320,352
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) 26,488,515 25,751,371 31,413,984
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 26,488,515 25,751,371
29 Total net assets or fund balances (see instructions)..... 26,488,515 25,751,371
30 Total liabilities and net assets/fund balances (see instructions). 26,488,515 25,751,371
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
26,488,515
2
Enter amount from Part I, line 27a .....................
2
-737,144
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
25,751,371
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
25,751,371
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c
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 11,566,705   10,972,362 594,343
b       121,918
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       594,343
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 716,261
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 12,731
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 12,731
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,731
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 12,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 400
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 331
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFOOTPRINT FOUNDATION Telephone no.bullet (423) 757-0507

    Located atbulletLUPTON COMPANY 201 W MAIN ST STEChattanoogaTN ZIP+4bullet37408
    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
    Jessica Montague Dir
    1.0     		0 0 0
    The Lupton Company 201 W main St
    Chattanooga,TN37408
    John P Montague Dir, Sec
    1.0     		0 0 0
    The Lupton Company 201 W main St
    Chattanooga,TN37408
    Kristina Montague Dir
    1.0     		0 0 0
    The Lupton Company 201 W main St
    Chattanooga,TN37408
    L Thomas Montague Dir, Treas
    1.0     		0 0 0
    The Lupton Company 201 W main St
    Chattanooga,TN37408
    Alfred Smith Dir, VP
    1.0     		0 0 0
    The Lupton Company 201 W main St
    Chattanooga,TN37408
    Alice Smith Dir, Pres
    1.0     		0 0 0
    The Lupton Company 201 W main St
    Chattanooga,TN37408
    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
    LISA PINCKNEY FDN ADMINISTRATOR
    40.0     		127,500 14,647  
    201 W MAIN ST STE 205
    CHATTANOOGA,TN94577
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Tiedemann Wealth Management LLC Investment mgt 186,548
    520 madison ave 26th fl
    NEW YORK,NY10022
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    19,337,679
    b
    Average of monthly cash balances.......................
    1b
    1,398,222
    c
    Fair market value of all other assets (see instructions)................
    1c
    8,527,966
    d
    Total (add lines 1a, b, and c).........................
    1d
    29,263,867
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    29,263,867
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    438,958
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    28,824,909
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,441,245
    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
    1,441,245
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    12,731
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,731
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,428,514
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,428,514
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,428,514
    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
    1,736,926
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,736,926
    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
    1,736,926
    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 1,428,514
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,243,964
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,736,926
    a Applied to 2019, but not more than line 2a 1,243,964
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 492,962
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		935,552
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 0
    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).)
    Alfred Smith
    Alice Smith
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ART 120
    1204 SUNSET DR
    SIGNAL MTN,TN37377     		N/A PC General & Unrestricted 10,000
    ARTSBUILD
    301 E 11TH ST STE 300
    CHATTANOOGA,TN37403     		N/A PC To support the Artist Relief Fund in response to Covid-19 10,000
    ARTSBUILD
    301 E 11TH ST STE 300
    CHATTANOOGA,TN37403     		N/A PC To support operations and the 2020-2021 Artist Work program 100,000
    BOSTON IMPACT INITIATIVE FUND
    PO BOX 300443
    JAMAICA PLAIN,MA02130     		N/A SO I Chattanooga participation in BII's 2020-2021 racial equity fund building cohort 50,000
    CENTER FOR MINDFUL LIVING
    400 E MAIN ST STE 150
    CHATTANOOGA,TN37408     		N/A PC Fulfillment of matching gift for support of general operations 10,000
    CENTER FOR MINDFUL LIVING
    400 E MAIN ST STE 150
    CHATTANOOGA,TN37408     		N/A PC General & Unrestricted 10,000
    CHATTANOOGA CHAMBER FOUNDATION
    811 BROAD ST STE 100
    CHATTANOOGA,TN37402     		N/A PC To support use of Civic Dinners to encourage community dialogue about matters concerning quality of life and upward mobility 24,000
    CHATTANOOGA DESIGN STUDIO
    850 MARKET ST STE 206
    CHATTANOOGA,TN37402     		N/A PC To support community engagement activities associated with mixed income planning efforts related to the Westside 55,000
    CHATTANOOGA DESIGN STUDIO
    850 MARKET ST STE 206
    CHATTANOOGA,TN37402     		N/A PC General & Unrestricted 10,000
    CHATTANOOGA GIRLS LEADERSHIP ACADEMY INC
    1802 BAILEY AVE
    CHATTANOOGA,TN37404     		N/A PC General & Unrestricted 10,000
    CHATTANOOGA NEIGHBORHOOD ENTERPRISE INC
    1500 CHESTNUT ST STE 102
    CHATTANOOGA,TN37408     		N/A PC General & Unrestricted 10,000
    CHATTANOOGA NEIGHBORHOOD ENTERPRISE INC
    1500 CHESTNUT ST STE 102
    CHATTANOOGA,TN37408     		N/A PC to support community engagement and organizing efforts in the Oak Grove neighborhood 50,000
    CHATTANOOGA THEATRE CENTRE INC
    PO BOX 4023
    CHATTANOOGA,TN37405     		N/A PC General & Unrestricted 10,000
    CHATTANOOGA-HAMILTON COUNTY PUBLIC EDUCATION FUND
    100 E 10TH ST STE 500
    CHATTANOOGA,TN37402     		N/A PC General & Unrestricted 10,000
    CHATTANOOGANS IN ACTION FOR LOVE EQUALITY AND BENE
    PO BOX 11202
    CHATTANOOGA,TN37401     		N/A PC General & Unrestricted 10,000
    COLAB
    1100 MARKET ST STE 100
    CHATTANOOGA,TN37402     		N/A PC To support the KIVA relief program 11,000
    COLAB
    1100 MARKET ST STE 100
    CHATTANOOGA,TN37402     		N/A PC General & Unrestricted 10,000
    COMMUNITY FOUNDATION OF GREATER CHATTANOOGA INC
    1400 WILLIAMS ST
    CHATTANOOGA,TN37408     		N/A PC Community Response and Resilience Fund 100,000
    COMMUNITY FOUNDATION OF GREATER CHATTANOOGA INC
    1400 WILLIAMS ST
    CHATTANOOGA,TN37408     		N/A PC To support the work of the Chattanooga Racial Equity Collective 15,000
    COMMUNITY FOUNDATION OF GREATER CHATTANOOGA INC
    1400 WILLIAMS ST
    CHATTANOOGA,TN37408     		N/A PC Ed Johnson Project Fund 10,000
    COMMUNITY FOUNDATION OF GREATER CHATTANOOGA INC
    1400 WILLIAMS ST
    CHATTANOOGA,TN37408     		N/A PC To support coordination of We Over Me efforts in response to COVID-19 5,000
    COMMUNITY FOUNDATION OF GREATER CHATTANOOGA INC
    1400 WILLIAMS ST
    CHATTANOOGA,TN37408     		N/A PC For the Connections to Place Fund 25,500
    COMMUNITY FOUNDATION OF GREATER CHATTANOOGA INC
    1400 WILLIAMS ST
    CHATTANOOGA,TN37408     		N/A PC To support educational initiatives via the Smart City venture fund 125,000
    CONSERVATION LEGACY
    701 CAMINO DEL RIO STE 101
    DURANGO,CO81301     		N/A PC SE Conservation Corps 10,000
    CONTEMPORARY PERFORMING ARTS OF CHATTANOOGA INC
    1322 DODDS AVE
    CHATTANOOGA,TN37404     		N/A PC General & Unrestricted 10,000
    CRABTREE FARMS OF CHATTANOOGA INC
    PO BOX 2250
    CHATTANOOGA,TN37409     		N/A PC General & Unrestricted 10,000
    CREATIVE DISCOVERY MUSEUM
    321 CHESTNUT ST
    CHATTANOOGA,TN37402     		N/A PC General & Unrestricted 10,000
    ENTERPRISE CENTER INC
    1100 MARKET ST STE 500
    CHATTANOOGA,TN37402     		N/A PC General & Unrestricted 10,000
    GLASS HOUSE COLLECTIVE
    PO BOX 5566
    CHATTANOOGA,TN37406     		N/A PC General & Unrestricted 10,000
    GREENSPACES
    63 E MAIN ST
    CHATTANOOGA,TN37408     		N/A PC General & Unrestricted 10,000
    HUMBOLDT AREA FOUNDATION
    363 INDIANOLA RD
    BAYSIDE,CA95524     		N/A PC For programs and activities supported by the Footprint fund 100,000
    HUMBOLDT AREA FOUNDATION
    363 INDIANOLA RD
    BAYSIDE,CA95524     		N/A PC Footprint Fund 100,000
    LAUNCH
    PO BOX 903
    CHATTANOOGA,TN37401     		N/A PC General & Unrestricted 45,000
    LAUNCH
    PO BOX 903
    CHATTANOOGA,TN37401     		N/A PC To support a kitchen incubator and food relief efforts 125,000
    LOOKOUT MOUNTAIN CONSERVANCY
    PO BOX 76
    LOOKOUT MTN,TN37350     		N/A PC To support general operations and the internship program 35,000
    LUTHERAN CHURCH MISSOURI SYNOD
    1333 S KIRKWOOD RD
    SAINT LOUIS,MO63122     		N/A PC Bridge City Community 10,000
    LUTHERAN CHURCH MISSOURI SYNOD
    1333 S KIRKWOOD RD
    SAINT LOUIS,MO63122     		N/A PC To support anti-racism and cultural competency workshop 2,500
    POP-UP PROJECT
    1602 ARAPAHO DR
    SODDY DAISY,TN37379     		N/A PC General & Unrestricted 10,000
    RISE CHATTANOOGA
    PO BOX 406
    CHATTANOOGA,TN37401     		N/A PC 4 Courses 10,000
    RISE CHATTANOOGA
    PO BOX 406
    CHATTANOOGA,TN37401     		N/A PC To support the creation of 800 Collective Workbook 9,000
    RISE CHATTANOOGA
    PO BOX 406
    CHATTANOOGA,TN37401     		N/A PC General & Unrestricted 10,000
    RISE CHATTANOOGA
    PO BOX 406
    CHATTANOOGA,TN37401     		N/A PC 800 Collective 10,000
    RISE CHATTANOOGA
    PO BOX 406
    CHATTANOOGA,TN37401     		N/A PC Studio Everything 10,000
    SPLASH
    1814 WHEELER AVE
    CHATTANOOGA,TN37406     		N/A PC General & Unrestricted 10,000
    TEACH FOR AMERICA INC
    25 BROADWAY 12TH FL
    NEW YORK,NY10004     		N/A PC Chattanooga Office 10,000
    TEACH FOR AMERICA INC
    25 BROADWAY 12TH FL
    NEW YORK,NY10004     		N/A PC for general operating support of TFA-Chattanooga 125,000
    THE CAMELLIA FOUNDATION INC
    6575 BLACK THORNE CV
    MEMPHIS,TN38119     		N/A PC To support medical services and relief efforts in 20,000
    THE CAMELLIA FOUNDATION INC
    6575 BLACK THORNE CV
    MEMPHIS,TN38119     		N/A PC Clinica Medicos 10,000
    TRINIDAD COASTAL LAND TRUST
    PO BOX 457
    TRINIDAD,CA95570     		N/A PC Strawberry Rock 25,000
    TRUST FOR PUBLIC LAND
    202 TREMONT ST
    CHATTANOOGA,TN37405     		N/A PC Chattanooga Office 10,000
    UNIFIED
    PO BOX 5503
    CHATTANOOGA,TN37406     		N/A PC General & Unrestricted 10,000
    YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN C
    301 W 6TH ST
    CHATTANOOGA,TN37402     		N/A PC Can We Talk/Horton Keller 10,000
    YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN C
    301 W 6TH ST
    CHATTANOOGA,TN37402     		N/A PC To support a three year pilot of Can We Talk 30,000
    Total .................................bullet 3a 1,487,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 8,141  
    4 Dividends and interest from securities....     14 368,620  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 716,568  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		525990 18 14 99,768  
    bFederal Tax Refund     01 87,924  
    cSTATE TAX REFUND     01 1,700  
    dINTEREST INCOME FROM NOTES     01 1,091  
    eCLASS ACTION LAWSUIT PROCEEDS     01 46  
    12 Subtotal. Add columns (b), (d), and (e).. 18 1,283,858  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,283,876
    (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

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

    TY 2020 DepreciationSchedule
    Name:
    Footprint Foundation Inc
    EIN:
    27-5486356
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Footprint Foundation Inc
    EIN:
    27-5486356
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC - 2.950% - 11/21/20 109,126 108,291
    AMGEN INC - 2.200% - 02/21/202 107,354 105,646
    APPLE INC - 2.850% - 02/23/202 100,649 103,906
    BANK NEW YORK MELLONCORP MTN B 101,473 105,122
    BANK OF AMERICA CORP BOND - 3. 101,746 101,185
    CITIGROUP INC - 1.678% - 05/15 107,000 110,257
    CITIGROUP INC - 3.200% - 10/21 9,676 11,177
    COMCAST - 1.950% - 01/15/2031 55,087 55,435
    CVS CAREMARK CORP - 3.500% - 0 103,942 104,366
    DISNEY WALT CO - 1.750% - 01/1 107,882 112,953
    DISNEY WALT CO MTNS - 1.850% - 9,556 10,503
    EUROPEAN INVESTMENT BANK - 2.5 227,744 243,630
    HEALTHPEAK PROPERTIES INC NOTE 54,673 57,505
    IBRD - 1.625% - 03/09/2021 108,755 110,303
    IBRD - 2.500% - 11/22/2027 227,450 251,550
    INTER AMERN DEV - 3.125% - 09/ 240,117 263,490
    INTER-AMERICAN DEVELOPMENT BAN 195,026 213,824
    INTERNATIONAL BK FORRECON&DEV 161,591 160,941
    INTL BK FOR RECON & DEBT - 2.1 354,284 369,306
    INTL BK RECON - 1.875% - 10/07 325,087 334,627
    INTL BK RECON - 1.875% - 10/27 255,177 268,342
    JOHN DEERE - 2.800% - 09/08/20 64,751 75,582
    MANULIFE FINL CORP NOTE - 4.06 109,699 110,828
    MEDTRONIC INC - 3.500% - 03/15 107,337 111,099
    METLIFE - 3.600% - 04/10/2024 97,758 104,626
    PNC FINL SVCS GROUP INC - 2.20 105,580 104,937
    WASTE MGMT INC - 2.400% - 05/1 110,962 109,653

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Footprint Foundation Inc
    EIN:
    27-5486356
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1919 SOCIALLY RESPONSIVE BALAN 150,575 187,934
    3M CO 35,189 26,568
    ABBOTT LABS 27,236 42,263
    ABBVIE INC 35,220 37,503
    ABIOMED 3,667 3,890
    ACCENTURE PLC 27,720 44,667
    ACTIVISION BLIZZARD INC 12,529 15,970
    ACUITY BRANDS INC 7,930 8,234
    ADOBE SYSTEMS, INC 48,562 87,521
    ADVANCED MICRO DEVICES INC 8,659 23,753
    AECOM TECHNOLOGY CORPORATION 1,259 1,941
    AFLAC INC 8,446 8,583
    AKAMAI TECH COM STK 8,580 9,449
    ALBEMARLE CP 3,184 3,983
    ALEXANDRIA REAL ESTATE EQUITIE 7,493 10,693
    ALEXION PHARMACEUTICALS, INC 8,211 10,156
    ALIGN TECHNOLOGY, INC 4,105 8,016
    ALLIANCE DATA SYSTEM CORP 954 296
    ALLSTATE CORP 10,355 12,092
    ALPHABET INC CL A 82,694 122,685
    ALPHABET INC CL C 85,029 124,383
    ALTRIA GROUP INC 31,848 18,696
    AMER INTERNATIONAL GROUP INC 17,110 11,434
    AMERICAN EXPRESS CO 16,175 19,225
    AMERICAN STATES WATER CO 2,663 3,180
    AMERICAN TOWER REIT INC 20,381 28,731
    AMERICAN WATER WORKS COMPANY I 2,776 5,218
    AMERISOURCEBERGEN CORP 2,989 3,324
    AMGEN INC 19,617 24,372
    AMPHENOL CORPORATION 8,476 12,292
    ANALOG DEVICES INC 8,615 13,887
    ANTHEM INC 12,309 16,055
    AON PLC CL A 9,893 13,944
    APPLE INC 146,890 423,546
    APPLIED MATERIALS INC 7,630 13,808
    APTIV PLC 7,086 9,772
    ARISTA NETWORKS 7,560 9,008
    ASSURANT INC 2,976 3,814
    AT&T, INC 59,494 47,396
    AUTODESK, INC 11,399 24,122
    AUTOMATIC DATA PROCESSING INC 14,299 21,673
    AVALONBAY CMNTYS INC 3,367 3,048
    BAKER HUGHES COMPANY 9,389 6,881
    BALL CP 5,452 12,672
    BANK NEW YORK MELLON CORP COM 12,029 9,804
    BANK OF AMERICA CORP 56,347 53,952
    BARNES GROUP INC 2,979 2,281
    BAXTER INTERNATIONAL INC 6,128 7,061
    BECTON DICKINSON & CO 16,399 17,015
    BEST BUY INC 4,123 5,488
    BIO RAD LABS INC CL A 3,676 6,995
    BIOGEN INC 6,920 4,897
    BIOTELEMETRY INC 4,851 5,118
    BJ'S WHLSL CLUB INC 3,669 3,355
    BLACKROCK INC 17,820 24,532
    BNY MELLON SUSTAINABLE CL I 135,833 167,424
    BOEING CO 39,661 24,403
    BOOKING HOLDINGS INC 45,655 55,682
    BOOT BARN HOLDINGS, INC 2,808 6,114
    BORG WARNER INC 3,830 3,632
    BOSTON BEER CO INC 7,165 7,954
    BOSTON PPTYS INC 3,863 2,930
    BOSTON SCIENTIFIC 8,737 8,592
    BRISTOL-MYERS SQUIBB CO 30,705 32,628
    BROADCOM INC 25,520 35,466
    BROADRIDGE FINANCIAL 3,300 4,290
    BROWN FORMAN CORP CL B 3,734 5,560
    CABOT CP 4,683 3,994
    CABOT OIL & GAS CORP 3,418 2,996
    CADENCE DESIGN SYSTEMS INC 10,034 10,369
    CALIFORNIA WATER SVC 3,062 3,134
    CALLAWAY GOLF CO 4,433 4,562
    CALVERT BALANCED FUND CLASS I 207,200 207,871
    CALVERT EMERGING MARKETS EQUIT 1,235,012 1,684,890
    CALVERT EQUITY PORTFOLIO 269,305 398,491
    CALVERT FD INCOME FD CL I 326,439 341,944
    CALVERT LONG-TERM INCOME FUND 85,727 92,656
    CALVERT SOCIAL INVEST BD PORTF 218,793 224,562
    CALVERT US LARGECAP CORE RESPO 504,947 803,617
    CAMPBELL SOUP CO 3,019 3,530
    CAPITAL ONE FINANCIAL CORP 7,336 9,588
    CARDINAL HEALTH INC 5,462 4,392
    CARRIER GLOBAL 4,565 7,167
    CATERPILLAR INC 14,250 20,750
    CBRE GROUP 9,620 12,419
    CENTENE CORP 7,740 7,204
    CENTERPOINT ENERGY 9,617 7,596
    CERNER CORPORATION 3,966 4,866
    CHARLES RIV LABORATORIES INTL 2,094 5,247
    CHARLES SCHWAB CORP 14,860 16,867
    CHARTER COMMUNICATIONS, INC 30,965 36,385
    CHIPOTLE MEX GRILL 5,845 16,641
    CHUBB LIMITED 23,493 24,012
    CHURCH & DWIGHT 3,177 4,972
    CIGNA CORPORATION 15,200 18,112
    CINTAS CRP 7,368 7,776
    CISCO SYSTEMS INC 40,569 42,244
    CITIGROUP INC 31,622 29,165
    CLOROX CO 3,225 4,644
    CME GROUP, INC 13,259 15,656
    CMS ENERGY CP 7,628 10,433
    COGNIZANT TECHNOLOGY SOLUTIONS 8,798 9,342
    COLGATE-PALMOLIVE COMPANY 10,815 12,655
    COMCAST CORP 41,095 55,806
    COMERICA INC 7,674 4,469
    CONAGRA FOODS INC 4,203 4,859
    CONCENTRIX CORP 2,335 3,356
    CONCHO RESOURCES INC 8,308 4,493
    CONOCOPHILLIPS 10,748 6,598
    CONSOLIDATED EDISON INC 12,211 11,346
    CONSTELLATION BRANDS INC 9,336 10,733
    COOPER COMPANIES INC 3,832 4,723
    COPART INC 15,441 25,196
    CORE LABORATORIES 3,387 795
    CORNING INC 3,993 4,536
    COSTCO WHOLESALE CORPORATION 16,658 29,766
    CRA QUALIFIED INVESTMENT FD 301,636 301,128
    CROSS CTRY HEALTHCARE INC. 3,733 2,794
    CROWN CASTLE INTL 12,690 14,964
    CSX CORP 9,410 12,251
    CUMMINS INC 6,122 9,311
    CVS CAREMARK CORP 19,510 16,460
    D R HORTON 12,859 11,647
    DANAHER CORP 12,546 29,767
    DAVITA HEALTHCARE PARTNERS INC 2,835 5,048
    DEERE CO 14,135 24,215
    DELTA AIR LINES INC 8,591 6,353
    DENTSPLY SIRONA INC 3,270 3,403
    DEXCOM, INC 12,567 11,461
    DIAMONDBACK ENERGY INC 3,471 4,792
    DIGITAL RLTY TR INC 7,881 9,905
    DISCOVER FINL SVCS COM 4,471 4,708
    DISCOVERY INC (FORMERLY DISC C 3,406 3,852
    DISCOVERY INC (FORMERLY DISC C 2,868 3,693
    DOLLAR GENERAL CORP 10,008 15,773
    DOLLAR TREE INC 5,314 6,050
    DOMINI SOCIAL BOND FUND 149,330 156,147
    DOMINION ENERGY INC 15,626 15,566
    DOMINOS PIZZA INC 3,045 3,451
    DOVER CORP 3,819 6,186
    DOW INC 5,934 6,161
    DTE ENERGY CO COM 8,505 8,256
    DUKE REALTY CORPORATION 3,722 5,516
    DXC TECHNOLOGY COMPANY 5,747 1,906
    EASTMAN CHEMICAL CO 6,679 6,719
    EATON CORP PLC 8,618 12,975
    EBAY INC 31,838 43,768
    ECOLAB INC 12,476 17,958
    EDISON INTL 4,495 4,523
    EDWARDS LIFESCIENCES 10,222 18,064
    ELECTRONIC ARTS 5,213 6,175
    ELI LILLY & CO 14,937 30,560
    EMERSON ELECTRIC CO 3,471 3,777
    ENERSYS 2,569 2,741
    ENPHASE ENERGY ORD SHS 4,041 7,194
    EOG RESOURCES INC 42,030 18,901
    EQT CORPORATION 1,715 636
    EQUINIX, INC 14,340 22,854
    ESSENTIAL PROPERTIES REALTY TR 2,411 3,328
    ESSENTIAL UTILITIES INC 3,019 3,830
    ESSEX PRTY TR INC 4,120 3,561
    ESTEE LAUDER COMPANIES INC 7,258 11,712
    ETSY INC 3,327 14,411
    EVERSOURCE ENERGYINC 15,201 16,004
    EXELIXIS, INC. 3,823 3,372
    EXELON CORPORATION 18,986 18,070
    EXLSERVICE HOLDINGS INC 3,126 3,831
    EXPEDIA INC 9,456 19,992
    EXPEDITORS INTL WASH INC 3,831 4,851
    EXZCORP INC 3,268 3,410
    FACTSET RESH SYST INC 3,974 4,655
    FASTENAL COMPANY 2,913 6,836
    FEDEX CORPORATION 15,322 15,837
    FIDELITY NATIONAL INFORMATION 22,099 24,331
    FIRST REPUBLIC BANK 7,151 9,991
    FISERV INC 18,198 21,520
    FLEETCOR TECHNOLGIES INC 8,774 7,912
    FLOWERS FOODS INC 3,840 3,983
    FLUOR CORP 4,864 1,357
    FORD MOTOR COMPANY 5,209 5,116
    FORTINET INC 3,502 6,832
    FORTIVE CORPORATION 2,841 3,116
    FOUR CORNERS PROPERTY TRUST IN 3,312 3,275
    FULLER H B CO 2,536 2,646
    GARMIN LTD 3,886 5,863
    GENERAC HOLDING INC 7,049 7,732
    GENERAL MILLS INC 7,003 7,115
    GENERAL MOTORS 11,396 13,033
    GILEAD SCIENCES INC 12,494 8,856
    GLOBAL PAYMENTS INC 9,922 17,018
    GOLDMAN SACHS GROUP 20,765 21,624
    GRAINGER W W INC 5,081 7,350
    GRAND CANYON EDUCATION, INC 3,904 4,842
    GRUBHUB INC 8,950 13,814
    HALLIBURTON COMPANY 4,283 2,930
    HASBRO INC 3,284 2,993
    HAWAIIAN ELEC INDS 3,282 2,407
    HCA INC 6,326 11,183
    HENRY JACK & ASSOC INC 3,643 3,564
    HERITAGE FINL CORP 4,559 3,485
    HILTON WORLDWIDE HOLDINGS, INC 6,563 9,123
    HOLLYFRONTIER CORP 11,020 5,273
    HOME DEPOT INC 52,574 68,796
    HONEYWELL INTL 23,897 34,032
    HORMEL FOODS CP 3,510 4,521
    HOST HOTELS & RESORTS INC 5,759 3,804
    HP INC 2,807 2,877
    HUMANA INC 6,299 9,436
    HUNTINGTON BANCSHARES INC 7,595 6,353
    IDACORP INC HLDG CO 10,994 10,083
    IDEXX CORP 4,786 9,498
    IHS MARKIT LTD 3,397 6,737
    ILLINOIS TOOL WORKS 13,543 19,165
    ILLUMINA INC COM 6,336 8,510
    INCYTE CORPORATION 7,254 7,132
    INGERSOLL-RAND INC 1,786 3,736
    INTEL CORP 43,251 44,489
    INTERCONTINENTAL EXCHANGE, INC 11,838 18,331
    INTERNATIONAL BUSINESS MACHINE 23,622 19,260
    INTERNATIONAL PAPER CO 6,173 5,370
    INTUIT 11,268 19,752
    INTUITIVE SURGICAL 15,416 19,634
    IQVIA HOLDINGS INC 2,761 4,300
    JOHNSON & JOHNSON 68,687 79,792
    JOHNSON CONTROLS INTERNATIONAL 4,205 5,731
    JONES LANG LASALLE 3,028 2,967
    JP MORGAN CHASE 81,983 91,745
    KANSAS CITY SOUTHERN 2,669 5,103
    KB HOME 3,402 3,251
    KELLOGG CO 2,203 2,054
    KEYCORP 5,771 4,890
    KEYSIGHT TECHNOLOGIES INC 3,356 7,397
    KIMBERLY CLARK CORP 7,662 9,034
    KINDER MORGAN INC 15,056 11,688
    KINSALE CAPITAL GROUP INC 3,222 3,202
    KIRBY CORPORATION 2,078 1,659
    KLA TENCOR CORP 3,541 8,026
    KNIGHT SWIFT TRANSPORTATION HO 6,839 6,900
    KOHLS CORP 2,489 1,546
    KRAFT HEINZ CO 5,084 3,050
    KROGER CO 2,753 3,652
    L3HARRIS TECHNOLOGIES 10,636 10,396
    LAM RESEARCH CORP 8,597 22,197
    LANDSTAR SYSTEM 2,036 3,367
    LAS VEGAS SANDS CORP 7,015 9,000
    LEIDOS HOLDINGS INC 8,068 9,461
    LHC GROUP 1,855 3,413
    LINDE PLC COM 25,570 42,689
    LIQUIDITY SERVICES INC 1,247 3,882
    LOCKHEED MARTIN CORP 13,370 15,619
    LOWES COMPANIES INC 24,580 34,670
    LYONDELLBASELL INDUSTRIES NV 7,143 6,875
    MACY'S INC 3,462 1,114
    MARATHON OIL CORP COM 5,953 2,154
    MARATHON PETROLEUM CORP 17,157 9,265
    MARKETAXESS HOLDINGS, INC 6,980 7,988
    MARRIOTT INTERNATIONAL INC. CL 10,136 10,026
    MARRIOTT VACATIONS WORLDWIDE C 3,973 4,117
    MARSH AND MCLENNAN COMPANIES I 11,853 18,369
    MASCO CORP 3,127 4,449
    MASTERCARD INC 47,182 87,807
    MAXIM INTEGRATED PRODS INC 4,142 6,471
    MCCORMICK & CO 6,142 10,516
    MCDONALD'S CORP 24,518 30,041
    MCKESSON CORP 5,154 5,392
    MEDTRONIC PLC 27,449 33,151
    MERCK & CO INC 34,753 46,299
    METLIFE INC 7,519 9,014
    METTLER-TOLEDO INTL 5,143 9,117
    MICROCHIP TECHNOLOGY INC 3,738 5,939
    MICRON TECHNOLOGY 12,400 20,449
    MICROSOFT CORP 154,267 336,744
    MINERAL TECH INC 2,969 2,671
    MOHAWK INDS INC 6,439 4,792
    MOLSON COOR BREW CO CL B 3,877 3,480
    MONDELEZ INTERNATIONAL INC 4,682 5,204
    MONSTER BEVERAGE CORP 7,689 11,560
    MOODYS CORP 12,172 20,027
    MORGAN STANLEY 13,095 17,544
    MOTOROLA SOLUTIONS INC 2,211 3,571
    MSCI INC 2,756 5,358
    N J RESOURCES CP 7,618 5,510
    NASDAQ OMX GROUP 2,793 3,982
    NATL FUEL GAS CO 4,528 3,619
    NBT BANCORP 3,811 3,082
    NETAPP, INC 8,124 6,823
    NEW YORK MORTGAGE TRUST INC 2,307 3,328
    NEW YORK TIMES CO CL A 3,267 6,523
    NEWELL RUBBERMAID INC 4,083 3,163
    NEWMONT GOLDCORP CORPORATION 12,614 20,662
    NEXTERA ENERGY, INC 35,669 46,290
    NIELSEN HOLDINGS N.V 3,236 2,880
    NIKE INC-CL B 24,752 49,090
    NISOURCE INC 2,454 2,110
    NORFOLK SOUTHERN CORP 10,745 18,058
    NORTHERN TRUST CORPORATION 5,452 5,216
    NORTHROP GRUMMAN CORP 12,019 13,712
    NORWEGIAN CRUISE LINE HOLDINGS 2,355 4,399
    NVIDIA CORP 32,667 70,497
    O'REILLY AUTOMOTIVE INC 3,528 3,621
    OCCIDENTAL PETROLEUM CORP 34,312 8,638
    OLD DOMINION FREIGHT LINES 4,340 4,294
    ONEOK INC 12,018 7,062
    ORACLE CORP 25,863 30,275
    OTIS WORLDWIDE CORP 6,844 6,417
    OWENS CORNING 3,900 4,470
    PACCAR INC 6,121 8,110
    PACKAGING CORP AMER 4,242 5,516
    PARKER HANNIFIN CP 14,820 18,796
    PARNASSUS EQUITY INCOME FUND I 595,394 695,353
    PATTERSON-UTI ENERGY INC 1,723 3,145
    PAYCHEX 7,606 8,386
    PAYCOM SOFTWARE 7,125 9,497
    PAYPAL HOLDINGS, INC 24,694 63,702
    PEBBLEBROOK HOTEL TR COM 7,506 4,230
    PEPSICO INC 28,705 36,334
    PERRIGO CO PLC 1,165 671
    PETMED EXPRESS, INC 8,426 9,105
    PFIZER INC 36,991 37,730
    PHILIP MORRIS INTL 18,649 20,449
    PHILLIPS 66 17,522 11,960
    PINNACLE FINANCIAL PARTNERS IN 15,479 15,907
    PIONEER NAT RES CO 17,912 12,870
    PNC FINANCIAL GROUP INC 11,350 11,473
    PPG INDUSTRIES INC 8,704 10,672
    PROCTER GAMBLE CO 50,951 75,414
    PROGRESSIVE CORP OHIO 13,065 18,589
    PROLOGIS 5,245 8,172
    PROTO LABS INC 6,619 7,056
    PRUDENTIAL FINCL INC 8,326 6,246
    PUBLIC STORAGE INC 7,606 7,621
    PUBLIC SVC ENTERPRISE GROUP IN 5,634 6,763
    QUAKER CHEMICAL CORP 2,690 3,547
    QUALCOMM INC 19,782 36,866
    QUEST DIAGNOSTICS 3,256 3,575
    RAYTHEON TECHNOLOGIES CORP 34,179 29,891
    RBC BLUEBAY HIGH YIELD BOND FU 1,071,209 1,136,990
    RE MAX HOLDINGS INC 6,856 7,084
    REGENCY CENTERS CORP 2,387 1,687
    REGENERON PHARMACEUTICALS INC 8,001 9,662
    REGIONS FINANCIAL CORP 3,247 3,401
    RESIDEO TECHNOLOGIESINC COM 1,206 978
    RESMED INC 5,022 10,841
    ROCKWELL AUTOMATION INC 4,865 8,277
    ROPER INDUSTRIES 5,906 8,191
    ROSS STORES, INC 2,996 4,544
    ROYAL CARRIBEAN CRUISE 3,312 5,079
    S&P GLOBAL INC COM 9,663 14,464
    SALESFORCE.COM 33,835 52,962
    SBA COMMUNICATIONS CORP 15,536 14,107
    SCHLUMBERGER LTD 26,817 8,230
    SEAGATE TECHNOLOGY 3,816 4,662
    SEMPRA ENERGY COM 5,159 4,459
    SERVICE NOW 14,870 30,274
    SHERWIN-WILLIAMS CO 9,501 16,903
    SHUTTERSTOCK INC 5,144 9,106
    SIMON PPTY GROUP INC 9,227 5,032
    SKYWORKS SOLUTIONS, INC 5,324 7,950
    SL GREEN REALTY CORP 5,517 3,813
    SNAP ON INC 5,603 6,161
    SOLAREDGE TECHNOLOGIES INC 2,961 5,425
    SOUTH JERSEY INDS INC 4,562 3,491
    SOUTHWEST AIRLINES 9,255 7,597
    STAMPS.COM INC 3,029 7,063
    STANLEY BLACK & DECKER INC 7,452 7,857
    STARBUCKS CORP COM 17,584 29,420
    STATE STREET CORPORATION 8,455 6,332
    STEEL DYNAMICS INC 8,674 7,669
    STERLING BANCORP (N.Y.) 9,262 14,294
    STEWARD SELECT BOND MUTUAL FUN 163,600 163,408
    STRYKER CORPORATION 7,450 9,557
    SUNRUN INC 6,993 6,175
    SUPERNUS PHARMACEUTICALS INC 6,611 8,051
    SVB FINANCIAL GROUP 7,114 10,859
    SYKES ENTERPRISES, INCORPORATE 3,146 3,390
    SYNCHRONY FINANCIAL 5,432 5,623
    SYNNEX CORP 1,989 3,258
    SYSCO CORP 7,591 8,688
    T-MOBILE US INC 12,388 18,744
    T. ROWE PRICE GROUP 5,483 7,721
    TAKE-TWO INTERACTIVE SOFTWARE 3,227 6,857
    TAPESTRY INC 3,525 2,082
    TARGET CORPORATION 9,358 22,419
    TE CONNECTIVITY LTD 3,133 4,116
    TECHNIPFMC PLC 6,360 1,993
    TECHTARGET 2,957 4,492
    TELEFLEX INC 4,845 7,820
    TESLA MOTORS INC 108,420 110,085
    TEXAS INSTRUMENTS INC 21,427 29,051
    TEXTRON INC 4,777 3,915
    THE COCA-COLA CO 35,227 44,201
    THE HERSHEY COMPANY 8,853 9,901
    THE JM SMUCKER COMPANY 4,960 4,624
    THE MOSAIC CO 4,937 4,671
    THERMO FISHER SCIENTIFIC INC 23,685 33,070
    THOR INDS INC 3,005 2,604
    TIAA-CREF CORE IMPACT BOND FUN 2,014,414 2,104,834
    TIFFANY & CO 2,940 2,892
    TJX COMPANIES INC 13,270 16,663
    TOLL BROTHERS INC 3,315 3,043
    TOPBUILD CORP 2,016 4,602
    TOUCHSTONE TOTAL RETURN BOND F 190,226 194,380
    TRACTOR SUPPLY CO COM 5,733 5,483
    TRANE TECHNOLOGIES PLC 6,165 13,500
    TRAVELERS COMPANIES INC 10,730 11,791
    TREX CO INC 1,645 4,186
    TRIPADVISOR LLC 3,716 3,713
    TRUEBLUE, INC 6,746 7,607
    TRUIST FINANCIAL CORPORATION 7,919 9,298
    TWITTER INC 6,650 12,021
    ULTA SALON, COSMETICS & FRAGRA 5,266 6,892
    UNION PACIFIC 16,809 25,403
    UNITED CONTINENTAL HOLDINGS IN 3,729 2,033
    UNITED PARCEL SERVICE 22,504 28,123
    UNITEDHEALTH GROUP INC 51,261 70,487
    US BANCORP 18,588 16,679
    USD CYRUSONE INC 3,143 3,584
    V F CORP 5,129 6,406
    VALERO ENERGY CORP 12,200 7,298
    VALMONT INDUSTRIES INC 3,704 4,548
    VENTAS INC 8,651 7,356
    VERISIGN INC 8,466 9,738
    VERIZON COMMUNICATIONS 42,573 47,940
    VERTEX PHARMCTLS INC 28,511 31,906
    VIACOMCBS INC 8,387 9,352
    VIATRIS ORD SHS 2,028 2,380
    VISA INC 62,387 103,241
    VONTIER CORPORATION 442 568
    VULCAN MATERIALS CO 7,207 7,564
    WAL-MART STORES INC 32,616 45,119
    WALDEN ASSET MANAGEMENT FUND 56,553 70,152
    WALGREENS BOOTS ALLIANCE 11,725 6,740
    WALT DISNEY HOLDINGS CO 42,570 76,107
    WASTE MANAGEMENT INC 10,330 14,387
    WELLS FARGO & CO 54,240 27,735
    WELLTOWER INC. 7,421 7,496
    WEST PHARMA SVCS INC 3,100 7,649
    WESTROCK COMPANY 6,056 4,353
    WEX, INC 2,671 2,849
    WHIRLPOOL CORP 1,328 1,263
    WILLIAMS COS 9,549 9,905
    WILLIAMS SONOMA INC 5,974 10,897
    WILLIS TOWERS WATSON PUBLIC LT 7,699 10,745
    WINGSTOP INC 2,951 2,518
    WOODWARD INC 2,651 4,497
    WPX ENERGY INC 3,486 3,529
    XILINX INC 2,859 5,245
    XPO LOGISTICS INC 5,430 6,794
    XYLEM INC 7,014 9,975
    YELP INC 3,765 3,724
    ZEBRA TECHNOLOGIES CORP 2,661 5,765
    ZIMMER BIOMET HOLDINGS 6,277 8,167
    ZOETIS INC 8,898 16,219

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Footprint Foundation Inc
    EIN:
    27-5486356
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


    519,345
    State & Local Government Securities - End of Year Fair Market Value:


    549,584


    TY 2020 InvestmentsOtherSchedule2
    Name:
    Footprint Foundation Inc
    EIN:
    27-5486356
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BOSTON COMMON INTERNATIONAL SU   1,306,976 1,989,477
    FUNDSMITH SUSTAINABLE EQUITY F   2,859,854 4,317,628
    IMPACT WORLD EQUITY FUND, LP   2,120,282 2,556,454
    JUMPFUND, L.P   97,498 89,852
    RETHINK IMPACT II, LP   14,944 14,464
    RETHINK IMPACT, LP   180,964 272,421
    ROSE AFFORDABLE HOUSING PRESER   99,969 80,056

    TY 2020 OtherExpensesSchedule
    Name:
    Footprint Foundation Inc
    EIN:
    27-5486356
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 37,801     37,801
    Indemnification Insurance 2,230     2,230
    K-1 Exp BOSTON COMMON INTERNAT 7,395 7,174    
    K-1 Exp FUNDSMITH SUSTAINABLE 40,104 40,104    
    K-1 Exp IMPACT WORLD EQUITY FU 12,751 12,747    
    K-1 Exp JUMPFUND, L.P 1,966 1,965    
    K-1 Exp RETHINK IMPACT II, LP 4,575 4,010    
    K-1 Exp RETHINK IMPACT, LP 2,949 2,948    
    K-1 Exp ROSE AFFORDABLE HOUSIN 32 32    
    CREDIT CARD FEE 65     65
    Office Supplies 948     948
    Payroll Processing Fees 4,234     4,234
    State or Local Filing Fees 20     20
    Website Hosting/Support 236     236


    TY 2020 OtherIncomeSchedule2
    Name:
    Footprint Foundation Inc
    EIN:
    27-5486356
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss BOSTON COMMON INTERNATIONAL SUSTAINAB 35,146 35,146  
    K-1 Inc/Loss FUNDSMITH SUSTAINABLE EQUITY FUND LP 49,419 49,419  
    K-1 Inc/Loss IMPACT WORLD EQUITY FUND, LP 14,963 14,963  
    K-1 Inc/Loss JUMPFUND, L.P 56 10  
    K-1 Inc/Loss RETHINK IMPACT II, LP 146 128  
    K-1 Inc/Loss RETHINK IMPACT, LP 55 55  
    K-1 Inc/Loss ROSE AFFORDABLE HOUSING PRESERVATION 1 1  
    Class Action Lawsuit Proceeds 46 46  
    Federal Tax Refund 87,924    
    Interest Income from Notes 1,091 1,091  
    State Tax Refund 1,700    


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

    TY 2020 OtherNotesLoansRcvblLongSch
    Name:
    Footprint Foundation Inc
    EIN:
    27-5486356

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    NOTE - LOW INCOME INVESTMENT FUND   250,000 250,000 2018-01 2021-12 INTEREST QUARTERLY, PRINCIPAL AT MATURITY 175 % NONE INVESTMENT N/A  

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Footprint Foundation Inc
    EIN:
    27-5486356
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 208,075 208,075    
    Philanthropic Consulting Srvcs 43,375     43,375


    TY 2020 TaxesSchedule
    Name:
    Footprint Foundation Inc
    EIN:
    27-5486356
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 5,200      
    Foreign Tax Paid 1 1    
    STATE INCOME TAX 2019 100