efile Public Visual Render
ObjectId: 202102739349100505 - Submission: 2021-09-30
TIN: 91-1814913
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
20
Open to Public Inspection
For calendar year 2020, or tax year beginning
01-01-2020
, and ending
12-31-2020
Name of foundation
LITTLER MENDELSON FOUNDATION INC
ATTN TAX MANAGER
Number and street (or P.O. box number if mail is not delivered to street address)
2301 MCGEE STREET SUITE 800
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY
,
MO
64108
A Employer identification number
91-1814913
B
Telephone number (see instructions)
(816) 772-0600
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
282,794
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
350,000
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
350,000
0
0
13
Compensation of officers, directors, trustees, etc.
0
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
50
0
0
50
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
50
0
0
50
25
Contributions, gifts, grants paid
.......
398,837
398,837
26
Total expenses and disbursements.
Add lines 24 and 25
398,887
0
0
398,887
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-48,887
b
Net investment income
(if negative, enter -0-)
0
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2020)
Page 2
Form 990-PF (2020)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
331,681
282,794
282,794
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
331,681
282,794
282,794
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
331,681
282,794
29
Total net assets or fund balances
(see instructions)
.....
331,681
282,794
30
Total liabilities and net assets/fund balances
(see instructions)
.
331,681
282,794
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
331,681
2
Enter amount from Part I, line 27a
.....................
2
-48,887
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
282,794
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
282,794
Form
990-PF
(2020)
Page 3
Form 990-PF (2020)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1
Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved
...........................
2
3
Reserved
...........................
3
4
Reserved
...........................
4
5
Reserved
...........................
5
6
Reserved
...........................
6
7
Reserved
...........................
7
8
Reserved
,..........................
8
Form
990-PF
(2020)
Page 4
Form 990-PF (2020)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Reserved
................................
1
0
c
All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
0
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
0
6
Credits/Payments:
a
2020 estimated tax payments and 2019 overpayment credited to 2020
6a
0
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
0
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
0
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2021 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CA
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)
Page 5
Form 990-PF (2020)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
LITTLER MENDELSON PC
Telephone no.
(816) 772-0600
Located at
2301 MCGEE STREET SUITE 800
KANSAS CITY
MO
ZIP+4
64108
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2020?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2020?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2020 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2020.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
4b
No
Form
990-PF
(2020)
Page 6
Form 990-PF (2020)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
No
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
TOM BENDER
PRESIDENT/CO-CEO
1.00
0
0
0
THREE PKWY 1601 CHERRY STSUITE 1400
PHILADELPHIA
,
PA
19102
JEREMY ROTH
PRESIDENT/CO-CEO
1.00
0
0
0
501 WEST BROADWAY SUITE 900
SAN DIEGO
,
CA
92101
THOMAS BURNS
CFO
1.00
0
0
0
2301 MCGEE STREET SUITE 800
KANSAS CITY
,
MO
64108
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2020)
Page 7
Form 990-PF (2020)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2020)
Page 8
Form 990-PF (2020)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
0
b
Average of monthly cash balances
.......................
1b
491,268
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
491,268
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
491,268
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
7,369
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
483,899
6
Minimum investment return.
Enter 5% of line 5
..................
6
24,195
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
24,195
2a
Tax on investment income for 2020 from Part VI, line 5
......
2a
b
Income tax for 2020. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
24,195
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
24,195
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
24,195
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
398,887
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
398,887
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
398,887
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)
Page 9
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
24,195
2
Undistributed income, if any, as of the end of 2020:
a
Enter amount for 2019 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2020:
a
From 2015
......
570,660
b
From 2016
......
566,898
c
From 2017
......
657,579
d
From 2018
......
683,119
e
From 2019
......
411,791
f
Total
of lines 3a through e
........
2,890,047
4
Qualifying distributions for 2020 from Part
XII, line 4:
$
398,887
a
Applied to 2019, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2020 distributable amount
.....
24,195
e
Remaining amount distributed out of corpus
374,692
5
Excess distributions carryover applied to 2020.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
3,264,739
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2021. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2015 not
applied on line 5 or line 7 (see instructions)
...
570,660
9
Excess distributions carryover to 2021.
Subtract lines 7 and 8 from line 6a
......
2,694,079
10
Analysis of line 9:
a
Excess from 2016
....
566,898
b
Excess from 2017
....
657,579
c
Excess from 2018
....
683,119
d
Excess from 2019
....
411,791
e
Excess from 2020
....
374,692
Form
990-PF
(2020)
Page 10
Form 990-PF (2020)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2020, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2020
(b)
2019
(c)
2018
(d)
2017
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2020)
Page 11
Form 990-PF (2020)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ACHIEVEMENT CENTERS FOR CHILDREN
4255 NORTHFIELD ROAD
HIGHLAND HILLS
,
OH
44128
PC
GENERAL SUPPORT
4,500
ALAMEDA LITTLE LEAGUE
2857 SEA VIEW PARKWAY
ALAMEDA
,
CA
94502
PC
GENERAL SUPPORT
500
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVENUE FLOOR 17
CHICAGO
,
IL
60601
PC
GENERAL SUPPORT
150
AMERICAN CANCER SOCIETY
1100 PENNSYLVANIA AVENUE
KANSAS CITY
,
MO
64105
PC
GENERAL SUPPORT
200
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET SUITE 4B
ATLANTA
,
GA
30303
PC
GENERAL SUPPORT
2,100
AMERICAN DIABETES ASSOCIATION
PO BOX 7023
MERRIFIELD
,
VA
22116
PC
GENERAL SUPPORT
500
AMERICAN HEART ASSOCIATION
300 SOUTH RIVERSIDE PLAZA SUITE
1200
CHICAGO
,
IL
60606
PC
GENERAL SUPPORT
8,000
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUE
DALLAS
,
TX
75231
PC
GENERAL SUPPORT
12,350
AMERICAN HEART ASSOCIATION
PO BOX 4002012
DES MOINES
,
IA
50340
PC
GENERAL SUPPORT
6,500
ARIZONA CENTER FOR LAW IN THE PUBLIC INTEREST
352 EAST CAMELBACK ROAD SUITE 200
PHOENIX
,
AZ
85012
PC
GENERAL SUPPORT
2,000
ASSOCIATION OF WOMEN ATTORNEYS FOUNDATION
1929 ALLEN PARKWAY 10TH FLOOR
HOUSTON
,
TX
77019
PC
GENERAL SUPPORT
1,030
AUSTIN DIAPER BANK
8711 BURNET ROAD SUITE B34
AUSTIN
,
TX
78757
PC
GENERAL SUPPORT
2,180
BALIF
PO BOX 193115
SAN FRANCISCO
,
CA
94119
PC
GENERAL SUPPORT
1,500
BAY AREA LEGAL AID
1735 TELEGRAPH AVENUE
OAKLAND
,
CA
94612
PC
GENERAL SUPPORT
1,000
BIG BROTHER BIG SISTER OF CENTRAL CALIFORNIA
4047 N FRESNO STREET
FRESNO
,
CA
93726
PC
GENERAL SUPPORT
1,500
BISHOP SHANAHAN HIGH SCHOOL
220 WOODBINE ROAD
DOWNINGTOWN
,
PA
19335
PC
GENERAL SUPPORT
1,172
BLACK MALE WORKING ACADEMY
608 REPUBLIC COURT
LEXINGTON
,
KY
40509
PC
GENERAL SUPPORT
1,500
BLACK TIE DINNER
3824 CEDAR SPRINGS 335
DALLAS
,
TX
75219
PC
GENERAL SUPPORT
5,000
BLANCHARD VALLEY HEALTH FOUNDATION
1900 SOUTH MAIN STREET
FINDLAY
,
OH
45840
PC
GENERAL SUPPORT
500
BREAD FOR THE CITY
1525 7TH STREET NW
WASHINGTON
,
DC
20001
PC
GENERAL SUPPORT
1,000
BREAST CANCER RESEARCH FOUNDATION
25 WEST 43RD STREET SUITE 609
NEW YORK
,
NY
10036
PC
GENERAL SUPPORT
2,500
BRIGHT HORIZONS FOUNDATION FOR CHILDREN
200 TALCOTT AVENUE
WATERTOWN
,
MA
02472
PC
GENERAL SUPPORT
1,000
CAMPAIGN FOR JUSTICE
ONE MAIN STREET
ROCHESTER
,
NY
14614
PC
GENERAL SUPPORT
500
CANCER LIFELINE
6522 FREMONT AVENUE NORTH
SEATTLE
,
WA
98103
PC
GENERAL SUPPORT
1,000
CANINE COMPANIONS FOR INDEPENDENCE
PO BOX 446
SANTA ROSA
,
CA
95402
PC
GENERAL SUPPORT
20,000
CARLOS M GARCIA JR
1380 S MEADE STREET
DENVER
,
CO
80219
EMPLOYEE OF SUBSTANTIAL CONTRIBUTOR
I
DISASTER RELIEF
4,800
CENTRO LEGAL
611 WEST NATIONAL AVENUE SUITE 103
MILWAUKEE
,
WI
53204
PC
GENERAL SUPPORT
1,000
CGCC FOUNDATION INC
19 EAST 48TH STREET
NEW YORK
,
NY
10017
PC
GENERAL SUPPORT
1,000
CHARLOTTE REGIONAL BUSINESS ALLIANCE FOUNDATION
PO BOX 20103
CHARLOTTE
,
NC
28200
PC
GENERAL SUPPORT
500
CHILDREN'S BUREAU OF SOUTHERN CALIFORNIA
1910 MAGNOLIA AVENUE
LOS ANGELES
,
CA
90007
PC
GENERAL SUPPORT
1,250
CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION
PO BOX 1997
MILWAUKEE
,
WI
53201
PC
GENERAL SUPPORT
3,000
CHILDREN'S NATIONAL MEDICAL CENTER
111 MICHIGAN AVENUE NW
WASHINGTON
,
DC
20010
SO II
GENERAL SUPPORT
1,000
CHURCH HEALTH CENTER
1350 CONCOURSE AVENUE 142
MEMPHIS
,
TN
38104
PC
GENERAL SUPPORT
1,000
CITY BAR FUND
42 WEST 44TH STREET
NEW YORK
,
NY
10036
PC
GENERAL SUPPORT
3,000
CMM CARES
4175 VETERANS MEMORIAL HIGHWAY
SUITE 400
RONKONKOMA
,
NY
11779
PC
GENERAL SUPPORT
250
CN EMPLOYEES AND PENSIONERS' COMMUNITY FUND
935 RUE DE LA GAUCHETIERE QUEST
FLOOR 2
MONTREAL
,
QUEBEC
H3B 2M9
CA
NC
GENERAL SUPPORT
10,000
COMMUNITY FOUNDATION OF NEW JERSEY
PO BOX 338
MORRISTOWN
,
NJ
07963
PC
GENERAL SUPPORT
1,250
COMMUNITY FOUNDATION OF NORTHERN CENTRAL FLORIDA
3919 W NEWBERRY ROAD SUITE 3
GAINESVILLE
,
FL
32607
PC
GENERAL SUPPORT
1,000
COORDINATED ADVICE AND REFERRAL PROGRAM FOR LEGAL SVCS
17 NORTH STATE STREET SUITE 1850
CHICAGO
,
IL
60602
PC
GENERAL SUPPORT
7,500
CRYSTAL STAIRS
5110 W GOLDLEAF CIRCLE SUITE 150
LOS ANGELES
,
CA
90056
PC
GENERAL SUPPORT
1,000
CUMBERLAND PRESBYTERIAN CHILDREN'S HOME
909 GREENLEE STREET
DENTON
,
TX
76201
PC
GENERAL SUPPORT
915
DARRETH A MILLER SR
472 WASHINGTON STREET APT 15
NEWARK
,
NJ
07102
EMPLOYEE OF SUBSTANTIAL CONTRIBUTOR
I
DISASTER RELIEF
2,000
DEIDRA T BESS
2643 LAKEVIEW DRIVE 448
MOODY
,
AK
35004
EMPLOYEE OF SUBSTANTIAL CONTRIBUTOR
I
DISASTER RELIEF
1,100
DELRAN EDUCATION FOUNDATION
PO BOX 915
DELRAN
,
NJ
08075
PC
GENERAL SUPPORT
500
DENVER KIDS INC
1860 LINCOLN STREET 9TH FLOOR
DENVER
,
CO
80203
PC
GENERAL SUPPORT
780
DISASTER RELIEF TO INDIVIDUALS OF 1
2301 MCGEE STREET SUITE 800
KANSAS CITY
,
MO
64108
EMPLOYEE OF SUBSTANTIAL CONTRIBUTOR
I
DISASTER RELIEF
7,200
DISTRICT OF COLUMBIA BAR FOUNDATION
80 M STREET SOUTHEAST NO 100
WASHINGTON
,
DC
20003
PC
GENERAL SUPPORT
230
EASTERSEALS MIDWEST
11933 WESTLINE INDUSTRIAL DRIVE
ST LOUIS
,
MO
63146
PC
GENERAL SUPPORT
225
EDGAR F VERGARA
281 WESTRIDGE AVENUE
DALY CITY
,
CA
94015
EMPLOYEE OF SUBSTANTIAL CONTRIBUTOR
I
DISASTER RELIEF
2,400
ELIJAH'S PROMISE
211 LIVINGSTON AVENUE
NEW BRUNSWICK
,
NJ
08901
PC
GENERAL SUPPORT
500
ELM CITY INTERNATIONALS
360 FOUNTAIN STREET 40
NEW HAVEN
,
CT
06515
PC
GENERAL SUPPORT
500
ENLOE FOUNDATION
249 WEST SIXTH AVENUE
CHICO
,
CA
95926
PC
GENERAL SUPPORT
1,500
ENRIQUE ESTRADA
14924 CURRY STREET
MORENO VALLEY
,
CA
92553
EMPLOYEE OF SUBSTANTIAL CONTRIBUTOR
I
DISASTER RELIEF
3,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREET
MONTGOMERY
,
AL
36104
PC
GENERAL SUPPORT
25,000
ERLANDER HEALTH SYSTEM FOUNDATION
975 EAST THIRD STREET SUITE B-508
CHATTANOOGA
,
TN
37403
PC
GENERAL SUPPORT
500
EVERETT JEWISH LIFE CENTER
36 MASSEY AVENUE
CHAUTAUQUA
,
NY
14722
PC
GENERAL SUPPORT
250
FAMILY HOUSE
540 MISSION BAY BOULEVARD NORTH
SAN FRANCISCO
,
CA
94158
PC
GENERAL SUPPORT
150
FAMILY HOUSE
5001 BAUM BOULEVARD SUITE 545
PITTSBURGH
,
PA
15313
PC
GENERAL SUPPORT
100
FAMILY SERVICE CENTER OF HOUSTON AND HARRIS COUNTY
4625 LILLIAN STREET
HOUSTON
,
TX
77007
PC
GENERAL SUPPORT
2,500
FEEDING AMERICA'S COVID-19 RELIEF FUND
35 EAST WACKER SUITE 2000
CHICAGO
,
IL
60601
PC
GENERAL SUPPORT
2,000
FOODLINK FOUNDATION
1999 MOUNT READ BOULEVARD
ROCHESTER
,
NY
14615
PC
GENERAL SUPPORT
100
FRIENDS OF THE LOS ANGELES COUNTY LAW LIBRARY
301 WEST FIRST STREET
LOS ANGELES
,
CA
90012
PC
GENERAL SUPPORT
3,050
GIANTS COMMUNITY FUND
24 WILLIE MAYS PLAZA
SAN FRANCISCO
,
CA
94107
PC
GENERAL SUPPORT
3,870
GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE
268 BUSH STREET SUITE 555
SAN FRANCISCO
,
CA
94104
PC
GENERAL SUPPORT
1,500
GIRLS INC OF GREATER HOUSTON
2190 NORTH LOOPS WEST SUITE 105
HOUSTON
,
TX
77018
PC
GENERAL SUPPORT
1,000
GREATER HOUSTON GOLF CHARITY
1830 SOUTH MILLBEND DRIVE SUITE B
THE WOODLANDS
,
TX
77380
PC
GENERAL SUPPORT
2,500
GREATER NEW YORK COUNCILS BOY SCOUTS OF AMERICA
475 RIVERSIDE DRIVE SUITE 600
NEW YORK
,
NY
10115
PC
GENERAL SUPPORT
1,250
HEART OF AMERICA HUMANE SOCIETY
PO BOX 12703
OVERLAND PARK
,
KS
66282
PC
GENERAL SUPPORT
250
HELPUSADOPTORG
PO BOX 787
NEW YORK
,
NY
10150
PC
GENERAL SUPPORT
1,000
HIS HOUSE CHILDREN'S HOME
20000 NW 47 AVENUE
MIAMI GARDENS
,
FL
33055
PC
GENERAL SUPPORT
1,000
HISPANIC LAWYERS SCHOLARSHIP FUND OF IL
30 SOUTH WACKER DRIVE SUITE 2600
CHICAGO
,
IL
60606
PC
GENERAL SUPPORT
500
HOLIDAY HELPING HANDS
631 WEST MORSE BOULEVARD
WINTER PARK
,
FL
32789
PC
GENERAL SUPPORT
1,000
HOMEWARD TRAILS ANIMAL RESCUE
11116 FAIRFAX STATION ROAD
FAIRFAX STATION
,
VA
22039
PC
GENERAL SUPPORT
450
HUDSON RIVER HEALTHCARE FOUNDATION
55 SOUTH BROADWAY
TARRYTOWN
,
NY
10591
PC
GENERAL SUPPORT
2,500
HUNTINGTON MEMORIAL HOSPITAL
100 E CALIFORNIA BOULEVARD
PASADENA
,
CA
91105
PC
GENERAL SUPPORT
3,500
ILLINOIS INSTITUTE OF TECHNOLOGY
565 WEST ADAMS STREET
CHICAGO
,
IL
60661
PC
GENERAL SUPPORT
2,500
INCARNATE WORD ACADEMY ATHLETIC ASSOCIATION
6620 PEARL ROAD
PARMA HEIGHTS
,
OH
44130
PC
GENERAL SUPPORT
250
INTERLINC FAMILY FOUNDATION
10613 WEST SAM HOUSTON PARKWAY N
SUITE 200
HOUSTON
,
TX
77064
PC
GENERAL SUPPORT
1,000
ISLAND HARVEST
15 GRUMMAN ROAD W SUITE 1450
BETHPAGE
,
NY
11714
PC
GENERAL SUPPORT
500
JACOBS AND CUSHMAN SAN DIEGO FOOD BANK
9850 DISTRIBUTION AVENUE
SAN DIEGO
,
CA
92121
PC
GENERAL SUPPORT
1,500
JDRF INTERNATIONAL
26 BROADWAY 15TH FLOOR
NEW YORK
,
NY
10004
PC
GENERAL SUPPORT
1,730
JDRF INTERNATIONAL
60 WALNUT STREET
WELLESLEY HILLS
,
MA
02481
PC
GENERAL SUPPORT
2,500
JOCELYN D SAMSON
41 FOOTE AVENUE
SAN FRANCISCO
,
CA
94112
EMPLOYEE OF SUBSTANTIAL CONTRIBUTOR
I
DISASTER RELIEF
2,700
JOHN MUIR HEALTH FOUNDATION
1400 TREAT BOULEVARD
WALNUT CREEK
,
CA
94597
PC
GENERAL SUPPORT
1,000
JUST THE BEGINNING - A PIPELINE ORGANIZATION
2640 WEST 84TH STREET
CHICAGO
,
IL
60652
PC
GENERAL SUPPORT
1,000
KANSAS CITY PET PROJECT
4400 RAYTOWN ROAD
KANSAS CITY
,
MO
64129
PC
GENERAL SUPPORT
2,500
KENZIE'S HOUSE
410 TANGLEWOOD DRIVE
WYLIE
,
TX
75098
PC
GENERAL SUPPORT
1,000
KUEA
1535 W 15TH STREET
LAWRENCE
,
KS
66045
PC
GENERAL SUPPORT
400
LA ROCHE UNIVERSITY
9000 BABCOCK BOULEVARD
PITTSBURGH
,
PA
15237
PC
GENERAL SUPPORT
1,500
LATINO JUSTICE PRLDEF
475 RIVERSIDE DRIVE SUITE 1901
NEW YORK
,
NY
10115
PC
GENERAL SUPPORT
750
LIVING COAST DISCOVERY CENTER
1000 GUNPOWDER POINT DRIVE
CHULA VISTA
,
CA
91910
PC
GENERAL SUPPORT
1,000
MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION
415 CROSSWAYS PARK DRIVE SUITE D
WOODBURY
,
NY
11797
PC
GENERAL SUPPORT
1,000
MECKLENBURG BAR FOUNDATION
2850 ZEBULON AVENUE
CHARLOTTE
,
NC
28208
PC
GENERAL SUPPORT
500
MEDSTAR HEALTH INC
10980 GRANTCHESTER WAY
COLUMBIA
,
MD
21044
SO III FI
GENERAL SUPPORT
18,750
MEGAN FARLEY
13306 WEST 82ND STREET
LENEXA
,
KS
66215
EMPLOYEE OF SUBSTANTIAL CONTRIBUTOR
I
DISASTER RELIEF
2,000
MEMPHIS AREA LEGAL SERVICES
22 NORTH FRONT STREET SUITE 1100
MEMPHIS
,
TN
38103
PC
GENERAL SUPPORT
3,000
MEMPHIS AREA LEGAL SERVICES
100 PEABODY PLACE SUITE 1300
MEMPHIS
,
TN
38103
PC
GENERAL SUPPORT
2,400
METROPOLITAN FAMILY SERVICES
ONE NORTH DEARBORN SUITE 1000
CHICAGO
,
IL
60602
PC
GENERAL SUPPORT
2,500
MICHELLE MALCOLM
9550 COMMUNITY COMMONS LANE 303
CHARLOTTE
,
NC
28277
EMPLOYEE OF SUBSTANTIAL CONTRIBUTOR
I
DISASTER RELIEF
5,000
MICHIGAN PARALYZED VETERANS OF AMERICA
40550 GRAND RIVER AVENUE
NOVI
,
MI
48375
PC
GENERAL SUPPORT
500
MINNESOTA INDEPENDENCE COLLEGE & COMMUNITY
7501 LOGAN AVENUE S 2A
RICHFIELD
,
MN
55423
PC
GENERAL SUPPORT
3,250
MIRACLE CORNERS OF THE WORLD
102 EAST 30TH STREET LOWER LEVEL
NEW YORK
,
NY
10016
PC
GENERAL SUPPORT
250
MOMENTUM FOR MENTAL HEALTH
438 N WHITE ROAD
SAN JOSE
,
CA
95127
PC
GENERAL SUPPORT
700
MOORESVILLE SOUP KITCHEN
275 SOUTH BROAD STREET
MOORESVILLE
,
NC
28115
PC
GENERAL SUPPORT
25
MORRIS E DAILEY ELEMENTARY CHARTER SCHOOL
3135 N HARRISON AVENUE
FRESNO
,
CA
93704
PC
GENERAL SUPPORT
300
MUSICAL MIRACLES
2941 ROLLING HILLS ROAD
TORRANCE
,
CA
90505
PC
GENERAL SUPPORT
2,500
NAACP LEGAL DEFENSE & EDUCATIONAL FUND
40 RECTOR STREET 5TH FLOOR
NEW YORK
,
NY
10006
PC
GENERAL SUPPORT
25,000
NAOMI J SEDDON
13337 WESTCOVE DRIVE
LOS ANGELES
,
CA
90049
EMPLOYEE OF SUBSTANTIAL CONTRIBUTOR
I
DISASTER RELIEF
5,000
NATIONAL IMMIGRANT JUSTICE CENTER
224 SOUTH MICHIGAN AVENUE SUITE 600
CHICAGO
,
IL
60604
PC
GENERAL SUPPORT
5,000
NATIONAL PUBLIC RADIO
1111 NORTH CAPITAL STREET NE
WASHINGTON
,
DC
20002
PC
GENERAL SUPPORT
500
NETTLETON FIRST BAPTIST CHURCH
256 EAST MAIN STREET
NETTLETON
,
MS
38858
PC
GENERAL SUPPORT
500
NO BULLY
1012 TORNEY AVENUE
SAN FRANCISCO
,
CA
94129
PC
GENERAL SUPPORT
100
NORTH CAROLINA BAR FOUNDATION
8000 WESTON PARKWAY
CARY
,
NC
27513
PC
GENERAL SUPPORT
1,000
OPEN DOOR LEGAL
4634 3RD STREET
SAN FRANCISCO
,
CA
94124
PC
GENERAL SUPPORT
1,000
OUR LADY OF HOPE CATHOLIC SCHOOL AND PTO
46633 ALGONKIAN PARKWAY
POTOMAC FALLS
,
VA
20165
PC
GENERAL SUPPORT
250
PARKINSONS UNITY WALK
PO BOX 275
KINGSTON
,
NJ
08528
PC
GENERAL SUPPORT
100
PARTNERS FOR WOMEN AND JUSTICE
650 BLOOMFIELD AVENUE SUITE 209
BLOOMFIELD
,
NJ
07003
PC
GENERAL SUPPORT
500
PAUL FLORENCIO
1713 STONEMAN DRIVE
SUISUN CITY
,
CA
94585
EMPLOYEE OF SUBSTANTIAL CONTRIBUTOR
I
DISASTER RELIEF
6,200
PHILADELPHIA BAR FOUNDATION
1101 MARKET STREET 11TH FLOOR
PHILADELPHIA
,
PA
19107
PC
GENERAL SUPPORT
1,500
PRO BONO PARTNERSHIP OF ATLANTA
999 PEACHTREE STREET NE SUITE 2300
ATLANTA
,
GA
30309
PC
GENERAL SUPPORT
5,000
RHODE ISLAND HOSPITAL FOUNDATION
PO BOX H
PROVIDENCE
,
RI
02901
PC
GENERAL SUPPORT
2,880
RITE AID FOUNDATION
30 HUNTER LANE
CAMP HILL
,
PA
17011
PC
GENERAL SUPPORT
10,000
SAFE HAVEN FAMILY SHELTER
1234 THIRD AVENUE SOUTH
NASHVILLE
,
TN
37210
PC
GENERAL SUPPORT
500
SALVATION ARMY SPRINGFIELD OH
500 SPEEDWAY DRIVE
ENON
,
OH
45323
PC
GENERAL SUPPORT
1,000
SAN FRANCISCO CAMPUS FOR JEWISH LIVING
302 SILVER AVENUE
SAN FRANCISCO
,
CA
94112
PC
GENERAL SUPPORT
1,100
SAN FRANCISCO MARIN FOOD BANK
900 PENNSYLVANIA AVENUE
SAN FRANCISCO
,
CA
94107
PC
GENERAL SUPPORT
500
SANDRA J MCMULLAN
2418 GRAHN DRIVE
SANTA ROSA
,
CA
95404
EMPLOYEE OF SUBSTANTIAL CONTRIBUTOR
I
DISASTER RELIEF
1,500
SAVE A CHILD HEART FOUNDATION US
PO BOX 59172
POTOMAC
,
MD
20859
PC
GENERAL SUPPORT
500
SHRIVERS CENTER ON POVERTY LAW
67 EAST MADISON STREET
CHICAGO
,
IL
60603
PC
GENERAL SUPPORT
2,500
SOUTH TEXAS CHILDREN'S HOME MINISTRIES
PO BOX 759
BEEVILLE
,
TX
78104
PC
GENERAL SUPPORT
150
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 STREET JUDE PLACE
MEMPHIS
,
TN
38105
PC
GENERAL SUPPORT
100
ST LOUIS ARC INC
1177 NORTH WARSON ROAD
ST LOUIS
,
MO
63132
PC
GENERAL SUPPORT
500
ST SAVA MISSION CORPORATION
PO BOX 9252
JACKSON
,
CA
95642
PC
GENERAL SUPPORT
200
SUNNYSIDE LONE STAR LITTLE LEAGUE
PO BOX 8440
FRESNO
,
CA
93747
PC
GENERAL SUPPORT
300
THE ASSOCIATION OF BLACK WOMEN ATTORNEYS
1001 AVENUE OF THE AMERICAS FLOOR
11
NEW YORK
,
NY
10018
PC
GENERAL SUPPORT
4,500
THE BROOKLYN HOSPITAL FOUNDATION
121 DEKALB AVENUE
BROOKLYN
,
NY
11201
SO I
GENERAL SUPPORT
1,500
THE FOUNDATION FOR SICKLE CELL DISEASE RESEARCH
3858 SHERIDAN STREET SUITE S
HOLLYWOOD
,
FL
33021
PC
GENERAL SUPPORT
1,000
THE FUND FOR LEGAL AID
111 NORTH 5TH STREET SUITE 100
MINNEAPOLIS
,
MN
55403
PC
GENERAL SUPPORT
3,300
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK
,
NY
10573
PC
GENERAL SUPPORT
500
THE PITTSBURGH CULTURAL TRUST
803 LIBERTY AVENUE
PITTSBURGH
,
PA
15222
PC
GENERAL SUPPORT
5,000
THE SALVATION ARMY
180 EAST OCEAN BOULEVARD 9TH FLOOR
LONG BEACH
,
CA
90802
PC
GENERAL SUPPORT
4,000
THE WARDROBE
444 NORTH 3RD STREET SUITE 105
PHILADELPHIA
,
PA
19123
PC
GENERAL SUPPORT
1,500
UMKC LAW FOUNDATION
500 EAST 52ND STREET
KANSAS CITY
,
MO
64110
PC
GENERAL SUPPORT
350
UNDERDOG RESCUE
PO BOX 16453
ST LOUIS PARK
,
MN
55416
PC
GENERAL SUPPORT
500
UNITED NATIONS FOUNDATION
1750 PENNSYLVANIA AVENUE NORTHWEST
WASHINGTON
,
DC
20006
PC
GENERAL SUPPORT
10,000
UNIVERSITY HOSPITALS HEALTH SYSTEM
11100 EUCLID AVENUE
CLEVELAND
,
OH
44106
PC
GENERAL SUPPORT
1,500
UNIVERSITY OF FLORIDA FOUNDATION
1938 WEST UNIVERSITY AVENUE
GAINESVILLE
,
FL
32603
PC
GENERAL SUPPORT
250
UNLEASHED PET RESCUE AND ADOPTION
5918 BROADMOOR STREET
MISSION
,
KS
66202
PC
GENERAL SUPPORT
250
VALLEY PRESBYTERIAN HOSPITAL FOUNDATION
15107 VANOWEN STREET
VAN NUYS
,
CA
91405
PC
GENERAL SUPPORT
1,500
VETERANS COMMUNITY PROJECT
8900 TROOST AVENUE
KANSAS CITY
,
MO
64131
PC
GENERAL SUPPORT
25,000
WHIRLPOOL COLLECTIVE IMPACT FUND
2000 NORTH M-63 MD 2611
BENTON HARBOR
,
MI
49022
PC
GENERAL SUPPORT
2,500
WHISKERS TAILS AND FERALS
1370 TRANCAS STREET 206
NAPA
,
CA
94558
PC
GENERAL SUPPORT
1,500
WKNO
7151 CHERRY FARMS ROAD
CORDOVA
,
TN
38016
PC
GENERAL SUPPORT
500
YMCA OF SOUTHERN MAINE
70 FOREST AVENUE
PORTLAND
,
ME
04101
PC
GENERAL SUPPORT
750
YOUTH ON COURSE
3200 LOPEZ ROAD
PEBBLE BEACH
,
CA
93953
PC
GENERAL SUPPORT
500
YULA
9760 WEST PICO BOULEVARD
LOS ANGELES
,
CA
90035
PC
GENERAL SUPPORT
3,000
YWCA NASHVILLE AND MIDDLE TENNESSEE
1608 WOODMONT BOULEVARD
NASHVILLE
,
TN
37215
PC
GENERAL SUPPORT
1,000
Total
.................................
3a
398,837
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2020)
Page 12
Form 990-PF (2020)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
0
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
0
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2020)
Page 13
Form 990-PF (2020)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
2021-09-30
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
SARAH REDDEN
Preparer's Signature
Date
Check if self-
employed
PTIN
P00898534
Firm's name
DELOITTE TAX LLP
Firm's EIN
86-1065772
Firm's address
50 SOUTH SIXTH STREET
MINNEAPOLIS
,
MN
55402
Phone no.
(612) 397-4000
Form
990-PF
(2020)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description