efile Public Visual Render
ObjectId: 202131729349100008 - Submission: 2021-06-21
TIN: 58-1924590
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
TURNER FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
133 LUCKIE STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA
,
GA
30303
A Employer identification number
58-1924590
B
Telephone number (see instructions)
(404) 681-9900
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)
$
4,235,517
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)
2,727,560
2
Check
.............
3
Interest on savings and temporary cash investments
43,281
43,281
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
-430
b
Gross sales price for all assets on line 6a
20,125
7
Capital gain net income (from Part IV, line 2)
...
13,269
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
........
2,770,411
56,550
0
13
Compensation of officers, directors, trustees, etc.
409,245
20,462
0
388,782
14
Other employee salaries and wages
......
335,103
5,606
0
329,497
15
Pension plans, employee benefits
.......
184,854
1,849
0
183,005
16a
Legal fees (attach schedule)
.........
20,264
4,053
0
16,211
b
Accounting fees (attach schedule)
.......
4,500
225
0
4,275
c
Other professional fees (attach schedule)
....
96,933
0
0
96,933
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
1,479
0
0
0
19
Depreciation (attach schedule) and depletion
...
6,307
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
25,698
0
0
25,698
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
100,337
575
0
98,855
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,184,720
32,770
0
1,143,256
25
Contributions, gifts, grants paid
.......
764,100
3,194,100
26
Total expenses and disbursements.
Add lines 24 and 25
1,948,820
32,770
0
4,337,356
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
821,591
b
Net investment income
(if negative, enter -0-)
23,780
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
.............
61
55
55
2
Savings and temporary cash investments
.........
3,878,005
4,218,660
4,218,660
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
..........
3,044
1,565
1,565
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
2,014,381
4,654
4,654
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
649,521
Less: accumulated depreciation (attach schedule)
638,938
15,701
10,583
10,583
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)
5,911,192
4,235,517
4,235,517
17
Accounts payable and accrued expenses
..........
53,447
13,748
18
Grants payable
.................
2,430,000
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)
.........
2,483,447
13,748
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
3,427,745
4,221,769
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
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
3,427,745
4,221,769
30
Total liabilities and net assets/fund balances
(see instructions)
.
5,911,192
4,235,517
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
3,427,745
2
Enter amount from Part I, line 27a
.....................
2
821,591
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
4,249,336
5
Decreases not included in line 2 (itemize)
5
27,567
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
4,221,769
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.)
1 a
70 SH AAPL
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
20,125
6,856
13,269
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
13,269
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
13,269
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
0
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
331
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
331
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
331
6
Credits/Payments:
a
2020 estimated tax payments and 2019 overpayment credited to 2020
6a
1,565
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
1,565
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
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
1,234
11
Enter the amount of line 10 to be:
Credited to 2021 estimated tax
1,234
Refunded
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 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)
GA
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
WWW.TURNERFOUNDATION.ORG
14
The books are in care of
RAYMOND GOODREAU
Telephone no.
(404) 522-4746
Located at
133 LUCKIE ST
ATLANTA
GA
ZIP+4
30303
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
Yes
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
RE TURNER III
CHAIRMAN
1.00
0
0
0
133 LUCKIE STREET
ATLANTA
,
GA
30303
JUDY ADLER
PRESIDENT/TREASURER
40.00
264,579
6,939
0
133 LUCKIE STREET
ATLANTA
,
GA
30303
J RUTHERFORD SEYDEL II
SECRETARY
1.00
0
0
0
285 PEACHTREE CENTER AVENUE
ATLANTA
,
GA
30303
LAURA LEE TURNER SEYDEL
DIRECTOR
1.00
0
0
0
133 LUCKIE STREET
ATLANTA
,
GA
30303
ROBERT EDWARD TURNER IV
DIRECTOR
1.00
0
0
0
133 LUCKIE STREET
ATLANTA
,
GA
30303
RHETT LEE TURNER
DIRECTOR
1.00
0
0
0
133 LUCKIE STREET
ATLANTA
,
GA
30303
REED BEAUREGARD TURNER
DIRECTOR
1.00
0
0
0
133 LUCKIE STREET
ATLANTA
,
GA
30303
SARA JEAN GARLINGTON
DIRECTOR
1.00
0
0
0
133 LUCKIE STREET
ATLANTA
,
GA
30303
JOHN R SEYDEL III
DIRECTOR
1.00
0
0
0
133 LUCKIE STREET
ATLANTA
,
GA
30303
FLORENCE VASSER SEYDEL
DIRECTOR
1.00
0
0
0
133 LUCKIE STREET
ATLANTA
,
GA
30303
TROY ETTEL
EXECUTIVE DIR/TREASURER
40.00
144,666
8,530
0
133 LUCKIE STREET
ATLANTA
,
GA
30303
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
CANDY CHAMPION
GRANTS MANAGER
40.00
98,366
5,245
0
133 LUCKIE ST
ATLANTA
,
GA
30303
KRISTINE WITHERSPOON
DIR OF BOARD RELATIO
40.00
100,733
1,268
0
133 LUCKIE ST
ATLANTA
,
GA
30303
RAYMOND GOODREAU
CONTROLLER
40.00
84,041
3,978
0
133 LUCKIE ST
ATLANTA
,
GA
30303
JEAN-ANN JAMES
PROGRAM ASSOCIATE
40.00
81,011
2,781
0
133 LUCKIE ST
ATLANTA
,
GA
30303
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
TARYN SHERMAN
PROGRAM SERVICE
52,714
1743 ELMWOOD BOULEVARD
DALLAS
,
TX
75224
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
669,335
b
Average of monthly cash balances
.......................
1b
4,110,838
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
4,780,173
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
4,780,173
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
71,703
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
4,708,470
6
Minimum investment return.
Enter 5% of line 5
..................
6
235,424
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
235,424
2a
Tax on investment income for 2020 from Part VI, line 5
......
2a
331
b
Income tax for 2020. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
331
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
235,093
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
235,093
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
235,093
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
4,337,356
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
4,337,356
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
4,337,356
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
235,093
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
......
12,145,825
b
From 2016
......
9,440,664
c
From 2017
......
6,729,012
d
From 2018
......
6,861,281
e
From 2019
......
7,244,195
f
Total
of lines 3a through e
........
42,420,977
4
Qualifying distributions for 2020 from Part
XII, line 4:
$
4,337,356
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
.....
235,093
e
Remaining amount distributed out of corpus
4,102,263
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
46,523,240
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)
...
12,145,825
9
Excess distributions carryover to 2021.
Subtract lines 7 and 8 from line 6a
......
34,377,415
10
Analysis of line 9:
a
Excess from 2016
....
9,440,664
b
Excess from 2017
....
6,729,012
c
Excess from 2018
....
6,861,281
d
Excess from 2019
....
7,244,195
e
Excess from 2020
....
4,102,263
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).)
RE TURNER III
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
ALASKA WHALE FOUNDATION
PO BOX 1927
PETERSBURG
,
AK
99833
FURTHER ORGANIZATION'S EXEMPT PURPOSE
10,000
BACKCOUNTRY HUNTERS & ANGLERS
725 WEST ALDER STREET ST 11
MISSOULA
,
MT
59802
FURTHER ORGANIZATION'S EXEMPT PURPOSE
50,000
BONNEVILLE ENVIRONMENTAL FOUNDATION
240 SW 1ST AVENUE
PORTLAND
,
OR
97204
FURTHER ORGANIZATION'S EXEMPT PURPOSE
60,000
BOY SCOUTS OF AMERICA
550 1025 SAM RITTENBERG BLVD
CHARLESTON
,
SC
29407
FURTHER ORGANIZATION'S EXEMPT PURPOSE
10,000
BOY SCOUTS OF AMERICA - ATLANTA
1800 CIRCLE 75 PARKWAY
ATLANTA
,
GA
30339
FURTHER ORGANIZATION'S EXEMPT PURPOSE
2,500
CHARLESTON COMMUNITY SAILING INC
PO BOX 21811
CHARLESTON
,
SC
29413
FURTHER ORGANIZATION'S EXEMPT PURPOSE
20,000
CHATTAHOOCHEE RIVERKEEPER INC
916 JOSEPH LOWERY BLVD SUITE 3 -
PURITAN MILL
ATLANTA
,
GA
30318
FURTHER ORGANIZATION'S EXEMPT PURPOSE
80,000
CITADEL FOUNDATION
171 MOULTRIE STREET
CHARLESTON
,
SC
29409
FURTHER ORGANIZATION'S EXEMPT PURPOSE
10,000
CLIMATE AND ENERGY PROJECT INC
123 WEST 8TH
LAWRENCE
,
KS
66044
FURTHER ORGANIZATION'S EXEMPT PURPOSE
65,000
COMMUNITY YOUTH INITIATIVE ADVISORY BOARD
PO BOX 228
DILLON
,
MT
59725
FURTHER ORGANIZATION'S EXEMPT PURPOSE
11,100
CONSERVATIVE ENERGY NETWORK
106 W ALLEGAN STREET SUITE 200
LANSING
,
MI
48933
FURTHER ORGANIZATION'S EXEMPT PURPOSE
45,000
DEE NORTON LOWCOUNTRY CHILDRENS CENTER
1061 KING STREET
CHARLESTON
,
SC
29403
FURTHER ORGANIZATION'S EXEMPT PURPOSE
1,000
DEE NORTON LOWCOUNTRY CHILDRENS CENTER
1061 KING STREET
CHARLESTON
,
SC
29403
FURTHER ORGANIZATION'S EXEMPT PURPOSE
30,000
DIDI HIRSCH MENTAL PREVENTION CENTER
10277 WEST OLYMPIC BLVD
LOS ANGELES
,
CA
90067
FURTHER ORGANIZATION'S EXEMPT PURPOSE
2,500
DUCKS UNLIMITED - GEORGIA
120 OTTLEY DRIVE STUDIO D
ATLANTA
,
GA
30324
FURTHER ORGANIZATION'S EXEMPT PURPOSE
3,000
EARTH DAY NETWORK
1752 N STREET NW STE 700
WASHINGTON
,
DC
20036
FURTHER ORGANIZATION'S EXEMPT PURPOSE
10,000
EARTH DAY NETWORK
1753 N STREET NW STE 700
WASHINGTON
,
DC
20036
FURTHER ORGANIZATION'S EXEMPT PURPOSE
2,500
EARTH DAY NETWORK
1754 N STREET NW STE 700
WASHINGTON
,
DC
20036
FURTHER ORGANIZATION'S EXEMPT PURPOSE
10,000
EARTH DAY NETWORK
1755 N STREET NW STE 700
WASHINGTON
,
DC
20036
FURTHER ORGANIZATION'S EXEMPT PURPOSE
2,500
EARTH DAY NETWORK
1756 N STREET NW STE 700
WASHINGTON
,
DC
20036
FURTHER ORGANIZATION'S EXEMPT PURPOSE
2,500
EARTH ISLAND INSTITUTE INC
2150 ALLSTON WAY SUITE 460
BERKELEY
,
CA
94704
FURTHER ORGANIZATION'S EXEMPT PURPOSE
2,000
EMORY GLOBAL HEALTH INSTITUTE
1599 CLIFTON ROAD 6-409
ATLANTA
,
GA
30322
FURTHER ORGANIZATION'S EXEMPT PURPOSE
2,500
EMORY UNIVERSITY CENTER FOR ETHICS
1531 DICKEY DRIVE
ATLANTA
,
GA
30322
FURTHER ORGANIZATION'S EXEMPT PURPOSE
1,000
ENVIRONMENT GA RESEARCH & POLICY CENTER
108 E PONCE DE LEON AVENUE SUITE
210
DECATUR
,
GA
30030
FURTHER ORGANIZATION'S EXEMPT PURPOSE
40,000
ENVIRONMENTAL COMMUNITY ACTION INC
244 BROAD STREET
ATLANTA
,
GA
30312
FURTHER ORGANIZATION'S EXEMPT PURPOSE
5,000
ENVIRONMENTAL MEDIA ASSOCIATION INC
8909 W OLYMPIC BLVD SUITE 200
BEVERLY HILLS
,
CA
90211
FURTHER ORGANIZATION'S EXEMPT PURPOSE
10,000
FARM AID INC
501 CAMBRIDGE STREET 3RD FLOOR
CAMBRIDGE
,
MA
20141
FURTHER ORGANIZATION'S EXEMPT PURPOSE
2,000
FLINT RIVERKEEPER INC
102 PINE AVENUE
ALBANY
,
GA
31701
FURTHER ORGANIZATION'S EXEMPT PURPOSE
65,000
GEORGE WASHINGTON UNIVERSITY
805 21 ST NW
WASHINGTON
,
DC
20052
FURTHER ORGANIZATION'S EXEMPT PURPOSE
10,000
GEORGIA CONSERVATION VOTERS EDUC FUND
1530 DEKALB AVE
ATLANTA
,
GA
30307
FURTHER ORGANIZATION'S EXEMPT PURPOSE
10,000
GEORGIA FORESTWATCH INC
81 CROWN MOUNTAIN PLACE
DAHLONEGA
,
GA
30533
FURTHER ORGANIZATION'S EXEMPT PURPOSE
25,000
GEORGIA RIVER NETWORK INC
126 S MILLEDGE AVE SUITE E3
ATHENS
,
GA
30605
FURTHER ORGANIZATION'S EXEMPT PURPOSE
15,000
GEORGIA RIVER NETWORK INC
126 S MILLEDGE AVE SUITE E3
ATHENS
,
GA
30605
FURTHER ORGANIZATION'S EXEMPT PURPOSE
20,000
GEORGIA RIVER NETWORK INC
126 S MILLEDGE AVE SUITE E3
ATHENS
,
GA
30605
FURTHER ORGANIZATION'S EXEMPT PURPOSE
2,500
GEORGIA RIVER NETWORK INC
126 S MILLEDGE AVE SUITE E3
ATHENS
,
GA
30605
FURTHER ORGANIZATION'S EXEMPT PURPOSE
2,500
GREATER YELLOWSTONE COALITION INC
215 SOUTH WALLACE AVENUE
BOZEMAN
,
MT
59715
FURTHER ORGANIZATION'S EXEMPT PURPOSE
40,000
GREENLINK ANALYTICS
695 PYLANT STREET
ATLANTA
,
GA
30306
FURTHER ORGANIZATION'S EXEMPT PURPOSE
15,000
GREENLINK ANALYTICS
695 PYLANT STREET
ATLANTA
,
GA
30306
FURTHER ORGANIZATION'S EXEMPT PURPOSE
35,000
GREENPEACE FUND
702 H STREET
WASHINGTON
,
DC
20001
FURTHER ORGANIZATION'S EXEMPT PURPOSE
2,500
HARAMBEE HOUSE
1115 HABERSHAM STREET
SAVANNAH
,
GA
31401
FURTHER ORGANIZATION'S EXEMPT PURPOSE
25,000
HERRESHOFF MARINE MUSEUM
ONE BURNSIDE STREET
BRISTON
,
RI
02809
FURTHER ORGANIZATION'S EXEMPT PURPOSE
500
HORATIO ALGER ASSOCIATION
99 CANAL CENTER PLAZA STE 320
ALEXANDRIA
,
VA
22314
FURTHER ORGANIZATION'S EXEMPT PURPOSE
500
INTERNATIONAL CRANE FOUNDATION INC
E11376 SHADY LANE ROAD
BARABOO
,
WI
53913
FURTHER ORGANIZATION'S EXEMPT PURPOSE
25,000
IUCN - THE WORLD CONSERVATION UNION
1630 CONNECTICUT AVE NW
WASHINGTON
,
DC
20009
FURTHER ORGANIZATION'S EXEMPT PURPOSE
25,000
KENTUCKY EDUCATIONAL TELEVISION FDN
600 COOPER DR
LEXINGTON
,
KY
40502
FURTHER ORGANIZATION'S EXEMPT PURPOSE
51,500
LAND TRUST ALLIANCE INC
1660 L STREET SUITE 1100
WASHINGTON
,
DC
20036
FURTHER ORGANIZATION'S EXEMPT PURPOSE
10,000
LOUISIANA WILDLIFE & FISHERIES FOUNDATION
PO BOX 80378
BATON ROUGE
,
LA
70898
FURTHER ORGANIZATION'S EXEMPT PURPOSE
26,000
MALPAI BORDERLANDS GROUP INC
PO BOX 3536
DOUGLAS
,
AZ
85608
FURTHER ORGANIZATION'S EXEMPT PURPOSE
30,000
MOMS AGAINST FLUORIDATION
PO BOX 17081
ASHEVILLE
,
NC
28816
FURTHER ORGANIZATION'S EXEMPT PURPOSE
2,000
MONTANA RENEWABLE ENERGY ASSOCIATION
PO BOX 673
MISSOULA
,
MT
59806
FURTHER ORGANIZATION'S EXEMPT PURPOSE
20,000
NATIONAL AUDUBON SOCIETY - NM OFFICE
PO BOX 9314
SANTA FE
,
NM
87504
FURTHER ORGANIZATION'S EXEMPT PURPOSE
55,000
NATURE CONSERVANCY - GA CHAPTER
100 PEACHTREE ST
ATLANTA
,
GA
30303
FURTHER ORGANIZATION'S EXEMPT PURPOSE
45,000
NATURE CONSERVANCY - KENTUCKY CHAPTER
114 WOODLAND AVENUE
LEXINGTON
,
KY
40502
FURTHER ORGANIZATION'S EXEMPT PURPOSE
15,000
NATURE CONSERVANCY - NEW MEXICO
1613 PASEO DE PERALTA SUITE 200
SANTA FE
,
NM
87501
FURTHER ORGANIZATION'S EXEMPT PURPOSE
50,000
NAVA EDUCATION PROJECT
PO BOX 35698
ALBUQUERQUE
,
NM
87176
FURTHER ORGANIZATION'S EXEMPT PURPOSE
60,000
NEW MEXICO ENVIRONMENTAL LAW CENTER
1405 LUISA STREET
SANTA FE
,
NM
87505
FURTHER ORGANIZATION'S EXEMPT PURPOSE
40,000
NORTHERN PLAINS RESOURCE COUNCIL
220 SOUTH 27TH STREET STE A
BILLINGS
,
MT
59101
FURTHER ORGANIZATION'S EXEMPT PURPOSE
65,000
NORTHWEST EARTH INSTITUTE
107 SE WASHINGTON STREET SUITE 251
PORTLAND
,
OR
97214
FURTHER ORGANIZATION'S EXEMPT PURPOSE
1,500
ONE HUNDRED MILES INC
1312 NEWCASTLE STREET
BRUNSWICK
,
GA
31520
FURTHER ORGANIZATION'S EXEMPT PURPOSE
40,000
PARK PRIDE ATLANTA INC
233 PEACHTREE STREET SUITE 1600
ATLANTA
,
GA
30303
FURTHER ORGANIZATION'S EXEMPT PURPOSE
3,000
PORTER-GAUD SCHOOL
300 ALBEMARLE ROAD
CHARLESTON
,
SC
29407
FURTHER ORGANIZATION'S EXEMPT PURPOSE
18,500
PROPERTY AND ENVIRONMENT RESEARCH CENTER
2048 ANALYSIS DRIVE
BOZEMAN
,
MT
59718
FURTHER ORGANIZATION'S EXEMPT PURPOSE
30,000
PROSPERITY WORKS
909 COPPER AVENUE NW
ALBUQUERQUE
,
NM
87102
FURTHER ORGANIZATION'S EXEMPT PURPOSE
65,000
QUIVIRA COALITION
1413 SECOND STREET
SANTA FE
,
NM
87505
FURTHER ORGANIZATION'S EXEMPT PURPOSE
50,000
RESOURCES LEGACY FUND
555 CAPITOL MALL SUITE 1095
SACRAMENTO
,
CA
95814
FURTHER ORGANIZATION'S EXEMPT PURPOSE
100,000
RESOURCES LEGACY FUND
555 CAPITOL MALL SUITE 1095
SACRAMENTO
,
CA
95814
FURTHER ORGANIZATION'S EXEMPT PURPOSE
50,000
RETHINK ENERGY FLORIDA
PO BOX 1341
TALLAHASSEE
,
FL
32302
FURTHER ORGANIZATION'S EXEMPT PURPOSE
30,000
RIVER NETWORK
PO BOX 21387
BOULDER
,
CO
80308
FURTHER ORGANIZATION'S EXEMPT PURPOSE
25,000
ROCKY MOUNTAIN BIRD OBSERVATORY
14500 LARK BUNTING LANE
BRIGHTON
,
CO
80603
FURTHER ORGANIZATION'S EXEMPT PURPOSE
2,500
SIERRA CLUB FOUNDATION
85 2ND ST SECOND FLOOR
SAN FRANCISCO
,
CA
94105
FURTHER ORGANIZATION'S EXEMPT PURPOSE
-26,000
SOLUTIONS FROM THE LAND
1430 FRONT AVENUE
LUTHERVILLE
,
MD
21093
FURTHER ORGANIZATION'S EXEMPT PURPOSE
35,000
SOUTHEAST ENERGY EFFICIENCY ALLIANCE
50 HURT PLAZA
ATLANTA
,
GA
30303
FURTHER ORGANIZATION'S EXEMPT PURPOSE
40,000
SOUTHERN ALLIANCE FOR CLEAN ENERGY
PO BOX 1842
KNOXVILLE
,
TN
37901
FURTHER ORGANIZATION'S EXEMPT PURPOSE
20,000
SOUTHERN APPALACHIAN WILDERNESS STEWARDS
225 EAST CHESTNUT STREET SUITE 001
ASHEVILLE
,
NC
28801
FURTHER ORGANIZATION'S EXEMPT PURPOSE
40,000
SUNDANCE INSTITUTE
PO BOX 684429
PARK CITY
,
UT
84068
FURTHER ORGANIZATION'S EXEMPT PURPOSE
10,000
THEODORE ROOSEVELT CONSERVATION PSHIP
14TH ST NW STE 500
WASHINGTON
,
DC
20045
FURTHER ORGANIZATION'S EXEMPT PURPOSE
80,000
THEODORE ROOSEVELT CONSERVATION PSHIP
14TH ST NW STE 500
WASHINGTON
,
DC
20045
FURTHER ORGANIZATION'S EXEMPT PURPOSE
1,500
TROUT UNLIMITED (VA)
1777 N KENT STREET
ARLINGTON
,
VA
22209
FURTHER ORGANIZATION'S EXEMPT PURPOSE
50,000
TRUST FOR PUBLIC LAND-NORTHERN ROCKIES
1007 EAST MAIN STREET STE 300
BOZEMAN
,
MT
59715
FURTHER ORGANIZATION'S EXEMPT PURPOSE
80,000
TURNER ENDANGERED SPECIES FUND LLC
901 TECHNOLOGY BLVD
BOZEMAN
,
MT
59718
FURTHER ORGANIZATION'S EXEMPT PURPOSE
535,000
UNIVERSITY OF GEORGIA FOUNDATION
1 PRESS PLACE
ATHENS
,
GA
30602
FURTHER ORGANIZATION'S EXEMPT PURPOSE
375,000
URBAN SUSTAINABILITY DIRECTOR'S NETWORK
1624 VIOLA CIRCLE PORT
WASHINGTON
,
WI
53074
FURTHER ORGANIZATION'S EXEMPT PURPOSE
60,000
USMMA SAILING FOUNDATION
11055 6TH STREET EAST
TREASURE ISLAND
,
FL
33706
FURTHER ORGANIZATION'S EXEMPT PURPOSE
25,000
WESTERN LANDOWNERS ALLIANCE
PO BOX 6278
SANTA FE
,
NM
87502
FURTHER ORGANIZATION'S EXEMPT PURPOSE
70,000
WORLD WILDLIFE FUND INC
1250 24TH ST
WASHINGTON
,
DC
20037
FURTHER ORGANIZATION'S EXEMPT PURPOSE
55,000
YELLOWSTONE TO YUKON CONSERVATION INITIA
PO BOX 157
BOZEMAN
,
MT
59771
FURTHER ORGANIZATION'S EXEMPT PURPOSE
50,000
Total
.................................
3a
3,194,100
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
...........
14
43,281
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
............
-430
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
43,281
-430
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
42,851
(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.)
8
SALE OF STOCK
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.
2021-06-21
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
CHRISTINE S HUNG
Preparer's Signature
Date
Check if self-
employed
PTIN
P00002737
Firm's name
AVALON FINANCIAL ADVISORS LLC
Firm's EIN
58-1259406
Firm's address
133 LUCKIE STREET
ATLANTA
,
GA
30303
Phone no.
(404) 522-4200
Form
990-PF
(2020)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description