Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE FOUNDATION FOR SUSTAINABLE LIVING
 
Number and street (or P.O. box number if mail is not delivered to street address)CO WILSON 333 LOMAS BLVD NE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALBUQUERQUE, NM87102
A Employer identification number

20-2942519
B Telephone number (see instructions)

(505) 998-0301
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$4,290,725J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 4,380 4,380 4,380
4 Dividends and interest from securities... 23,349 23,349 23,349
5a Gross rents............ 51,819 51,819 51,819
b Net rental income or (loss) 35,893
6a Net gain or (loss) from sale of assets not on line 10 -10,389
b Gross sales price for all assets on line 6a 1,773,511
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances 3,998
b Less: Cost of goods sold.... 2,975
c Gross profit or (loss) (attach schedule)..... 1,023 1,023
11 Other income (attach schedule)....... Click to see attachment 60,475 60,475 60,475
12 Total. Add lines 1 through 11........ 130,657 140,023 141,046
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 6,448 0 0 6,448
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 410 0 0 410
b Accounting fees (attach schedule)....... Click to see attachment 742 0 0 742
c Other professional fees (attach schedule).... Click to see attachment 42,744 5,221 5,221 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,925 0 0 2,925
19 Depreciation (attach schedule) and depletion... Click to see attachment 15,167 11,599 11,599
20 Occupancy.............. 3,983 0 0 3,983
21 Travel, conferences, and meetings....... 64 0 0 64
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 9,834 4,327 4,327 5,507
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 82,317 21,147 21,147 20,079
25 Contributions, gifts, grants paid....... 23,000 23,000
26 Total expenses and disbursements. Add lines 24 and 25 105,317 21,147 21,147 43,079
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 25,340
b Net investment income (if negative, enter -0-) 118,876
c Adjusted net income (if negative, enter -0-)... 119,899
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............. 204,252 1,321,081 1,321,081
2 Savings and temporary cash investments......... 675,554 339,109 339,109
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use.............. 113,754 106,386 106,386
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 57,805 Click to see attachment245,566 294,468
c Investments—corporate bonds (attach schedule)....... 22,526 Click to see attachment60,156 64,951
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet   1,084,845    
12 Investments—mortgage loans............. 637,854 751,607 751,607
13 Investments—other (attach schedule).......... 1,072,091 Click to see attachment1,029,476 1,029,476
14 Land, buildings, and equipment: basis bullet301,115
Less: accumulated depreciation (attach schedule) bullet88,620 219,586 212,495 212,495
15 Other assets (describe bullet) Click to see attachment170,938 Click to see attachment171,152 Click to see attachment171,152
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,259,205 4,237,028 4,290,725
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) Click to see attachment242,063 Click to see attachment217,514
23 Total liabilities (add lines 17 through 22)......... 242,063 217,514
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........ 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 4,017,142 4,019,514
29 Total net assets or fund balances (see instructions)..... 4,017,142 4,019,514
30 Total liabilities and net assets/fund balances (see instructions). 4,259,205 4,237,028
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
4,017,142
2
Enter amount from Part I, line 27a .....................
2
25,340
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,042,482
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
22,968
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,019,514
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 8 SHRS INDUSTRIAL SEL SEC SPDR FD   2019-01-15 2020-03-18
b 8 SHRS UNITED TECHNOLOGIES   2019-01-16 2020-03-19
c 28 SHRS VONTIER CORP   2020-06-30 2020-10-16
d 43 SHRS THE FINANCIAL SEL SECT SPDR   2019-01-15 2020-03-18
e 24 SHRS COMM SERV SELECT SECTOR SPDR   2019-01-15 2020-03-23
5 SHRS PALO ALTO NETWORKS   2018-11-29 2020-02-25
6 SHRS LABORATORY CP AMER HLDGS NEW   2019-01-08 2020-03-10
89 SHRS FLAHERTY & CRUMRIN PFD   2019-01-16 2020-01-21
51.662 SHRS JP MORGAN HEDGED EQUITY I   2019-07-30 2020-01-21
15 SHRS THE TECHNOLOGY SEL SEC SPDR   2019-01-15 2020-02-25
8 SHRS NEXTERA ENERGY INC   2018-10-25 2020-03-23
7 SHRS APPLE INC   2018-05-21 2020-03-23
37 SHRS UTILITIES SEL SECT SPDR FUND   2018-10-26 2020-02-28
34 SHRS CONS STAPLES SEL SECT SPDR   2018-12-06 2020-03-23
12 SHRS CHUBB LTD   2018-12-19 2020-02-28
60 SHRS PROSHARES TR   2020-03-20 2020-03-25
26 SHRS VANGUARD MID CAP VALUE ETF   2014-11-21 2020-03-23
2 SHRS ALPHABET INC   2018-11-08 2020-03-23
83 SHRS DISCOVER FINCL SVCS   2020-01-21 2020-03-23
19 SHRS WALMART INC   2018-11-08 2020-03-23
24 SHRS PROCTER & GAMBLE   2018-07-24 2020-02-28
15 SHRS VANGUARD GROWTH ETF   2019-01-15 2020-02-28
32 SHRS UNITED TECHNOLOGIES CORP   2020-01-21 2020-03-18
134 SHRS AMER INTL GP INC   2020-01-21 2020-03-23
30 SHRS AMERICAN ELECTRIC POWER CO   2018-05-21 2020-02-28
21 SHRS VANGUARD SM CAP VALUE ETF   2015-01-28 2020-02-25
12 SHRS AMERICAN TOWER REIT COM   2020-01-21 2020-03-10
41 SHRS VANGUARD MID CAP VALUE ETF   2020-01-21 2020-03-23
389 SHRS GENERAL ELECTRIC   2020-03-03 2020-03-13
97 SHRS ENERGY SEL SECT SPDR   2020-07-22 2020-10-16
20 SHRS SPDR GOLD TR FOLD SHS   2020-01-21 2020-03-23
74 SHRS UTILITIES SEL SECT SPDR FUND   2020-01-21 2020-03-23
15 SHRS APPLE INC   2020-01-21 2020-03-23
21 SHRS VANGUARD TTL STK MKT ETF   2019-01-15 2020-02-25
84 SHRS INVESCO S&P 500 LOW VOLATILITY   2018-10-24 2020-03-23
15 SHRS AMERICAN TOWER REIT COM   2015-10-08 2020-03-10
88 SHRS COMM SERV SELECT SECTOR SPDR   2020-01-21 2020-03-10
140 SHRS GENERAL MTRS CO   2020-03-03 2020-03-10
41 SHRS BAIDU INC   2020-01-21 2020-03-23
44 SHRS CHEVRON CORP   2020-03-03 2020-03-10
78 SHRS CONS STAPLES SEL SECT SPDR   2020-01-21 2020-03-23
22 SHRS ANTHEM INC   2020-01-21 2020-03-23
47 SHRS JP MORGAN CHASE & CO   2020-01-21 2020-03-18
20 SHRS PAL ALTO NETWORKS   2020-01-21 2020-02-25
66 SHRS QUALCOMM INC   2020-01-21 2020-03-23
40 SHRS PROCTER & GAMBLE   2020-01-21 2020-02-28
83 SHRS EMERSON ELECTRIC   2020-01-21 2020-03-10
50 SHRS AMERICAN ELECTRIC POWER CO   2020-01-21 2020-02-28
226 SHRS THE FINANCIAL SEL SECT SPDR FD   2020-01-21 2020-03-18
148 SHRS EXELON CORP   2020-01-21 2020-03-23
26 SHRS VANGUARD GROWTH ETF   2020-01-21 2020-02-28
281 SHRS BAKER HUGHES COMPANY   2020-02-20 2020-02-28
32 SHRS CHUBB LTD   2020-01-21 2020-02-28
33 SHRS MCDONALDS CORP   2020-01-21 2020-03-23
32 SHRS SPDR GOLD TR GOLD   2018-11-26 2020-03-23
36 SHRS VANGUARD SM CAP VALUE ETF   2020-01-21 2020-02-25
41 SHRS ISHARES TIPS BOND ETF   2020-02-25 2020-03-23
51 SHRS THE TECHNOLOGY SEL SEC SPDR FD   2020-01-21 2020-02-25
140 SHRS ISHARES MSCI EAFE VAL ETF   2020-01-21 2020-03-12
43 SHRS WALMART INC   2020-01-21 2020-03-23
27 SHRS NEXTERA ENERGY   2020-01-21 2020-03-23
97 SHRS INDUSTRIAL SEL SEC SPDR   2020-01-21 2020-03-18
5 SHRS ALPHABET INC   2020-01-21 2020-03-23
120 SHRS WABTEC CORP   2020-03-31 2020-04-02
48 SHRS CONS DISCRET SEL SECT SPDR   2020-01-21 2020-03-10
134 SHRS INVESCO S&P 500 LOW VOLATILITY   2020-01-21 2020-03-23
106 SHRS COCA COLA   2020-01-21 2020-03-10
168 SHRS ISHARES MSCI INDIA ETF   2020-01-21 2020-02-20
98 SHRS INTEL CORP   2020-01-21 2020-02-25
6000 SHRS BANK OF AMERICA 4750   2014-05-30 2020-08-17
6000 SHRS BIOGEN INC   2019-01-15 2020-05-28
106 SHRS CENTENE CORP   2020-01-21 2020-02-24
59 SHRS ISHARES IBOXX INVEST GR COR   2020-01-21 2020-03-18
39 SHRS LABORATORY CP AMER HLDGS NEW   2020-01-21 2020-03-10
219 SHRS AT&T INC   2020-01-21 2020-02-28
87 SHRS VANGUARD VALUE ETF INDEX   2020-03-31 2020-05-13
230 SHRS WESTERN DIGITAL CORP   2020-04-07 2020-04-23
114 ROSS STORES INC   2020-04-07 2020-06-30
198 SHRS INVESCO ULTRA SHORT DURATION   2020-05-13 2020-07-22
428 SHRS SPDR PORTF SHORT TERM CRP   2020-02-28 2020-03-18
131 SHRS PIMCO ENHANCED SHRT MTRT EXC   2020-02-25 2020-03-03
102 SHRS VANGUARD TTL STK MKT ETF   2020-01-21 2020-02-25
242 SHRS VANGUARD SHORT TERM BND   2020-02-25 2020-04-21
347 SHRS VANGUARD SHORT TERM GOV BD   2020-02-28 2020-04-09
30000 SHRS WILLIAMS PARTNERS 4125   2020-01-21 2020-08-17
394 SHRS GOLDMAN SACHS ACCESS   2020-03-23 2020-03-31
50000 SHRS GOLDMAN SACHS GRO 2625   2020-01-21 2020-08-31
679 SHRS ISHARES BARCLAY 1-3 YR   2020-03-10 2020-04-07
LOMAS ARNOS PROPERTY D 2019-11-15 2020-01-16
8621 SAN MATEO BLDG AND LAND P 2016-01-01 2020-09-25
CAPITAL GAINS DIVIDENDS P    
(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 425   537 -112
b 649   890 -241
c 791   701 90
d 832   1,075 -243
e 964   1,063 -99
1,000   881 119
1,079   784 295
1,112   1,012 100
1,117   1,063 54
1,417   955 462
1,459   1,360 99
1,552   1,130 422
1,659   2,020 -361
1,660   1,857 -197
1,723   1,532 191
1,756   1,844 -88
1,800   2,348 -548
2,069   2,175 -106
2,111   6,961 -4,850
2,164   1,989 175
2,570   1,938 632
2,577   2,109 468
2,597   4,948 -2,351
2,603   6,970 -4,367
2,614   1,943 671
2,736   2,177 559
2,824   2,819 5
2,839   4,952 -2,113
2,866   4,364 -1,498
2,927   3,615 -688
2,930   2,930 0
3,318   4,944 -1,626
3,325   4,762 -1,437
3,415   2,797 618
3,496   4,064 -568
3,530   1,415 2,115
3,534   4,965 -1,431
3,587   4,442 -855
3,703   5,422 -1,719
3,762   4,277 -515
3,807   4,955 -1,148
3,892   6,734 -2,842
3,943   6,188 -2,245
3,998   4,851 -853
4,179   5,923 -1,744
4,283   5,002 -719
4,304   6,154 -1,850
4,356   4,934 -578
4,373   6,973 -2,600
4,465   6,999 -2,534
4,467   4,989 -522
4,525   5,846 -1,321
4,594   4,883 -289
4,663   6,951 -2,288
4,689   3,709 980
4,690   4,955 -265
4,819   4,911 -92
4,819   4,961 -142
4,838   6,969 -2,131
4,898   4,931 -33
4,923   6,865 -1,942
5,152   8,047 -2,895
5,173   7,392 -2,219
5,214   5,947 -733
5,286   6,037 -751
5,316   7,994 -2,678
5,609   5,927 -318
5,878   5,921 -43
5,967   5,788 179
6,000   6,000 0
6,047   5,974 73
6,394   6,933 -539
6,726   7,331 -605
7,015   6,916 99
7,462   8,138 -676
8,075   7,888 187
9,185   10,642 -1,457
9,628   10,802 -1,174
9,989   9,930 59
12,389   13,309 -920
13,328   13,353 -25
15,185   15,268 -83
19,996   19,647 349
21,587   21,365 222
30,000 0 30,113 -113
39,699   39,721 -22
50,000   50,300 -300
58,739   58,691 48
323,250   345,000 -21,750
885,000 75,754 892,567 68,187
1,605     1,605
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       -112
b       -241
c       90
d       -243
e       -99
      119
      295
      100
      54
      462
      99
      422
      -361
      -197
      191
      -88
      -548
      -106
      -4,850
      175
      632
      468
      -2,351
      -4,367
      671
      559
      5
      -2,113
      -1,498
      -688
      0
      -1,626
      -1,437
      618
      -568
      2,115
      -1,431
      -855
      -1,719
      -515
      -1,148
      -2,842
      -2,245
      -853
      -1,744
      -719
      -1,850
      -578
      -2,600
      -2,534
      -522
      -1,321
      -289
      -2,288
      980
      -265
      -92
      -142
      -2,131
      -33
      -1,942
      -2,895
      -2,219
      -733
      -751
      -2,678
      -318
      -43
      179
      0
      73
      -539
      -605
      99
      -676
      187
      -1,457
      -1,174
      59
      -920
      -25
      -83
      349
      222
      -113
      -22
      -300
      48
      -21,750
      68,187
      1,605
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 -10,389
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 -85,685
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 1,652
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 1,652
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 1,652
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,200
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 3,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 4
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,544
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,544 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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)
    bulletNM
    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
    Yes
     
    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
    Yes
     
    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 addressbulletN/A
    14
    The books are in care ofbulletFRANKLIN E WILSON Telephone no.bullet (505) 998-0301

    Located atbullet333 LOMAS BLVD NEALBUQUERQUENM ZIP+4bullet87102
    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? .................
    16Yes  
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bulletCS
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    FRANKLIN E WILSON PRESIDENT
    20.00     		0 0 0
    333 LOMAS BLVD NE
    ALBUQUERQUE,NM87102
    JULIE M WILSON SECRETARY
    1.00     		0 0 0
    333 LOMAS BLVD NE
    ALBUQUERQUE,NM87102
    FRANKLIN W WILSON VICE PRESIDENT
    1.00     		0 0 0
    333 LOMAS BLVD NE
    ALBUQUERQUE,NM87102
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 INVESTMENT IN BAYVIEW LAGOON SA, A COSTA RICA CORPORATION AS A CFC. THIS CORPORATION OPERATES AN ORGANIC COFFEE FARM WHICH ESTABLISHES RESEARCH FACILITIES WITH THE PURPOSE OF DEVELOPING SUSTAINABLE PRODUCTION OF ORGANICALLY RAISED FOOD. ACTIVITY IS REPORTED ON FORM 5471. 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    549,170
    b
    Average of monthly cash balances.......................
    1b
    1,024,430
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,573,600
    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
    1,573,600
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    23,604
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,549,996
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    77,500
    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
     
    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
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    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
     
    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
    43,079
    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
    43,079
    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
    43,079
    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  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    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$  
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    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  
    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 ..........     		 
    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 ......     		 
    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....  
    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
    2005-05-12
    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
    77,500 16,371 10,453 10,970 115,294
    b 85% of line 2a ......... 65,875 13,915 8,885 9,325 98,000
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		43,079 55,743 32,469 34,454 165,745
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		43,079 55,743 32,469 34,454 165,745
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 4,236,809 4,259,206 3,865,562 3,798,206 16,159,783
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		        0
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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).)
    FRANKLIN E WILSON
    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
    A NEW DAY INC
    1330 SAN PEDRO STE 201-B
    ALBUQUERQUE,NM87110     		  PUBLIC CHARITABLE - PROVIDES SHELTER FOR RUNAWAY YOUTH 2,000
    ALBUQUERQUE CENTER FOR SPIRITUAL LIVING
    2801 LOUISIANA NE
    ALBUQUERQUE,NM87110     		  PUBLIC RELIGIOUS ORGANIZATION - SPIRITUAL COMMUNITY COMMITTED TO SPIRITUAL INSPIRATION, EDUCATION AND PRACTICES TO TRANSFORM LIVES AND COMMUNITIES. 4,000
    ALBUQUERQUE FAMILY ADVOCACY CENTER
    600 WYOMING BLVD NE
    ALBUQUERQUE,NM87123     		  PUBLIC GOVERNMENT ORGANIZATION THAT PROVIDES SAFE, SECURE AND CARING ENVIRONMENT THAT FOCUSES ON THE NEEDS OF VICTIMS OF INTERPERSONAL CRIME. 2,000
    BARRETT FOUNDATION
    10300 CONSTITUTION AVE NE
    ALBUQUERQUE,NM87112     		  PUBLIC CHARITABLE - END HOMELESSNESS FOR WOMEN AND CHILDREN 3,000
    BIG BROTHERS BIG SISTERS OF CENTRAL NM
    2500 LOUISIANA NE 200
    ALBUQUERQUE,NM87110     		  PUBLIC CHARITABLE - HELP CHILDREN FACING ADVERSITY WITH STRONG AND EDURING, PROFESSIONALLY SUPPORTED ONE-TO-ONE RELATIONSHIPS THAT CHANGE THEIR LIVES FOR THE BETTER. 1,000
    EL RANCHITO DE LOS NINOS INC
    2 PUESTA DEL SOL
    LOS LUNAS,NM87031     		  PUBLIC CHARITABLE - HELP PROVIDE STABLE HOME ENVIRONMENT FOR CHILDREN AND FAMILIES IN NEED. 1,000
    JOY JUNCTION
    4500 2ND ST SW
    ALBUQUERQUE,NM87125     		  PUBLIC RELIGIOUS ORGANIZATION - WORKS TO BREAK CYCLE OF HOMELESSNESS 3,000
    NM BOYS & GIRLS RANCHES INC
    PO BOX 9
    BELEN,NM87002     		  PUBLIC CHARITABLE - OPERATES MULTI-DENOMINATIONAL CHRISTIAN HOMES FOR CHILDREN THAT CANNOT LIVE AT HOME. 1,000
    RIO GRANDE COMMUNITY DEVELOPMENT CENTER - SINCNM
    318 ISLETA BLVD SW
    ALBUQUERQUE,NM87105     		  PUBLIC CHARITABLE - SOCIAL IMPACT THROUGH NON PROFIT COMMUNITY (SINC) IS A PROGRAM OF THE OF RIO GRANDE COMMUNITY DEVELOPMENT CORPORATION. SINC PROVICES AND ACCESSIBLE, SUSTAINABLE, AND TRANSFORMATIONAL PLATFORM FOR SOCIAL ENTREPRENEURSHIP. 400
    THINK NEW MEXICO
    1227 PASEO DE PERALTA
    SANTA FE,NM87501     		  PUBLIC CHARITABLE - EDUCATING THE PUBLIC, MEDIA AND POLICYMAKERS ABOUT SERIOUS CHALLENGES FACING NM AND BY DEVELOPING SOLUTIONS. 200
    UNM FOUNDATION
    700 LOMAS NE STE 108
    ALBUQUERQUE,NM87102     		  PUBLIC CHARITABLE - SUPPORT EDUCATIONAL PROGRAMS 500
    UNM ROBERT O ANDERSON SCHOOL OF BUSINESS & ADMIN
    MSC05 3090 UNM
    ALBUQUERQUE,NM87131     		  PUBLIC CHARITABLE - SUPPORT UNM ANDERSON SCHOOL OF MANAGEMENTS TO ADVANCE EDUCATION ATTAINMENT, ECONOMIC DEVELOPMENT, AND QUALITY OF LIFE THROUGH BUSINESS EDUCATION IN NM. 2,000
    GREATER ALBUQUERQUE HABITAT FOR HUMANITY
    4900 MENAUL BLVD NE
    ALBUQUERQUE,NM87110     		  PUBLIC CHARITABLE - WE BUILD COMMUNITY BY PROVIDING LOW-INCOME FAMILIES THE OPPORTUNITY TO PURCHASE A HOME SO THEY CAN FIND STABILITY AND BUILD A SAFE AND SECURE FOUNDATION FOR THEIR FAMILY'S FUTURE. 400
    CIRCLES USA
    2801 LOUISIANA NE
    ALBUQUERQUE,NM87110     		  PUBLIC CHARITABLE - SUPPORT FAMILIES IN POVERTY 2,000
    DERECH YESHUA
    6116 HOKONA PLACE NW
    ALBUQUERQUE,NM87120     		  PUBLIC CHARITABLE - RELIGIOUS ORGANIZATION 500
    Total .................................bullet 3a 23,000
    bApproved for future payment
    Total .................................bullet 3b 0
    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 4,380  
    4 Dividends and interest from securities....     14 23,349  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 35,893  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 60,475  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -10,389  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory         1,023
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 113,708 1,023
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    114,731
    (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.)
    10 COSTA RICA SALES OF ORGANIC COFFEE PRODUCTS
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 742 0 0 742

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

    TY 2020 DepreciationSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    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
    BLDG. 8621 SAN MATEO NE 2016-01-01 615,000 62,442 SL 39.000000000000 11,170 11,170 11,170  
    LAND 8621 SAN MATEO NE 2016-01-01 205,000   L   0 0 0  
    IRRIGATION EQUIPMENT 2017-01-03 4,000 1,713 SL 7.000000000000 429 429 429  

    TY 2020 GeneralExplanationAttachment
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Identifier Return Reference Explanation
    SCHEDULE OF CONTROLLED ENTITIES FORM 990-PF, PAGE 5, LINE 11 NAME OF CONTROLLED ENTITY: BAYVIEW LAGOON SAADDRESS: 2-- MTRS. SO. OF FERRETERIA, SAN PEDRO SARCHI SUR, COSTA RICAEMPLOYER ID NO: 00-0000000EXCESS BUSINESS HOLDING: NO

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALTRAIA GROUP INC 50,156 53,974
    INVESCO FINANCE PLC 10,000 10,977

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MORGAN STANLEY INVESTMENTS 2,398 550
    3M COMPANY 4,302 5,069
    ADOBE INC 5,855 9,002
    AMGEN INC 4,114 4,368
    AUTOZONE INC 9,180 11,854
    CISCO SYS INC 4,318 4,699
    FORTIVE COP 4,048 4,957
    HOME DEPOT 10,445 13,812
    HORMEL FOODS CORPORATION 4,339 4,242
    HUMANA INC 5,945 7,795
    NIKE INC 9,636 15,703
    NORTONLIFELOCK INC 10,192 10,930
    PARKER HANNIFIN COP 4,728 7,083
    PROLOGIS INC 5,866 7,275
    WASTE MGMT INC 4,229 5,071
    COMM SERV SELECT SECTOR SPOR 3,608 4,251
    HEALTH CARE SEL SECT SPDR FD 3,559 3,857
    INDUSTRIAL SEL SEC SPDR FD 3,560 4,428
    INVESCO ULTRA SHORT DURATION 7,071 7,132
    ISHARES CORE GROWTH ALLOCATION 5,462 5,951
    ISHARES SHORT TREASURY BD 5,330 5,305
    SPDR SER TRUST BBG BCL 6,315 6,315
    SCHWAB US DVD EQUITY ETF 28,131 39,895
    THE FINANCIAL SEL SECT SPDR FD 3,615 4,481
    THE TECHNOLOGY SEL SEC SPDR FD 3,577 4,291
    AMERICAN BALANCED F2 52,724 57,717
    AMERICAN INC FD OF AMERICA F2 33,019 38,435

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT IN BAYVIEW LAGOON S.A. AT COST 832,000 832,000
    COSTA RICA PUBLICLY TRADED INVESTMENTS FMV 197,476 197,476

    TY 2020 LegalFeesSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 410 0 0 410


    TY 2020 OtherAssetsSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    WATER RIGHTS 102,208 102,208 102,208
    DEPLETABLE ASSETS 128,336 128,336 128,336
    LESS ACCUMULATED DEPLETION -128,336 -128,336 -128,336
    ORGANIZATION COSTS 5,415 5,415 5,415
    BUILDING & EQUIPMENT COSTA RICA 63,244 63,244 63,244
    WORK IN PROGRESS 71 66 66
    COSTA RICA PREPAID EXPENSES   219 219


    TY 2020 OtherDecreasesSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Description Amount
    CONSOLIDATION OF FOREIGN OPERATIONS 22,968


    TY 2020 OtherExpensesSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 31 0 0 31
    OTHER COSTA RICA EXPENSES 2,066 0 0 2,066
    TELEPHONE 372 0 0 372
    OUTSIDE SERVICES 3,038 0 0 3,038
    REPAIRS 4,327 4,327 4,327 0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MORTGAGE LOANS INTEREST 57,481 57,481 57,481
    INTEREST INCOME FROM INSTALLMENT SALE 2,992 2,992 2,992
    PRINCIPAL PMTS ON INSTALL SALE 2 2 2


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED INCOME - COSTA RICA 242,063 217,514


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT INVESTMENT FEES 5,221 5,221 5,221 0
    OTHER PROFESSIONAL FEES 37,523 0 0 0


    TY 2020 TaxesSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 2,724 0 0 2,724
    PROPERTY TAXES 201 0 0 201