efile Public Visual Render
ObjectId: 202312029349100316 - Submission: 2023-07-21
TIN: 95-6464737
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. 1545-0047
20
22
Open to Public Inspection
For calendar year 2022, or tax year beginning
05-01-2022
, and ending
04-30-2023
Name of foundation
PRATT MEMORIAL FUND
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 52007
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX
,
AZ
85072
A Employer identification number
95-6464737
B
Telephone number (see instructions)
(213) 236-7327
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)
$
4,515,453
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
Check
.............
3
Interest on savings and temporary cash investments
43
43
4
Dividends and interest from securities
...
118,102
118,045
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
275,451
b
Gross sales price for all assets on line 6a
744,819
7
Capital gain net income (from Part IV, line 2)
...
275,451
8
Net short-term capital gain
.........
0
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)
.......
List of Attached Documents:
// Content
2,307
12
Total.
Add lines 1 through 11
........
395,903
393,539
13
Compensation of officers, directors, trustees, etc.
50,495
37,872
12,624
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
List of Attached Documents:
// Content
750
0
0
750
c
Other professional fees (attach schedule)
....
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
List of Attached Documents:
// Content
7,297
946
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
List of Attached Documents:
// Content
758
758
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
59,300
39,576
0
13,374
25
Contributions, gifts, grants paid
.......
230,050
230,050
26
Total expenses and disbursements.
Add lines 24 and 25
289,350
39,576
0
243,424
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
106,553
b
Net investment income
(if negative, enter -0-)
353,963
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2022)
Page 2
Form 990-PF (2022)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
311,204
739,861
739,861
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
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
0
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)
.......
463,325
List of Attached Documents:
// Content
1,050,231
2,296,183
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)
..........
2,560,702
List of Attached Documents:
// Content
1,645,530
1,479,409
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)
3,335,231
3,435,622
4,515,453
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
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
........
3,335,231
3,435,622
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)
.....
3,335,231
3,435,622
30
Total liabilities and net assets/fund balances
(see instructions)
.
3,335,231
3,435,622
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
3,335,231
2
Enter amount from Part I, line 27a
.....................
2
106,553
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
3,441,784
5
Decreases not included in line 2 (itemize)
List of Attached Documents:
// Content
5
6,162
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
3,435,622
Form
990-PF
(2022)
Page 3
Form 990-PF (2022)
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
5670.726 HARTFORD SCHRODERS EMRG MKT FD#3150
2017-09-20
2022-05-04
b
1931. ISHARES MSCI EAFE ETF
2017-09-19
2022-05-04
c
1401. ISHARES TR CORE S&P SCP ETF
2009-12-02
2022-05-04
d
1399. ISHARES TR CORE S&P SCP ETF
2009-12-02
2022-05-27
e
193. WARNER BROS DISCOVERY INC
1985-12-12
2022-09-13
43.685 VICTORY RS SM CAP GROW #279
2022-12-14
2023-02-13
792.843 VICTORY RS SM CAP GROW #279
2021-12-16
2023-02-13
1012.617 DODGE & COX INTL STOCK FD(CLSD)#1048
2013-10-02
2023-04-27
58.446 MFS INTERNATIONAL GROWTH R6 # 4805
2022-12-08
2023-04-27
1334.548 MFS INTERNATIONAL GROWTH R6 # 4805
2021-12-09
2023-04-27
300. MICROSOFT CORP
2002-03-20
2023-04-27
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
93,000
90,335
2,665
b
132,883
147,636
-14,753
c
141,451
36,567
104,884
d
142,659
36,515
106,144
e
2,470
1,123
1,347
2,271
2,170
101
41,220
61,978
-20,758
47,390
41,578
5,812
2,355
2,162
193
53,769
40,235
13,534
90,806
9,069
81,737
9,429
9,429
9,429
9,429
9,429
9,429
9,429
9,429
9,429
9,429
9,429
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
2,665
b
-14,753
c
104,884
d
106,144
e
1,347
101
-20,758
5,812
193
13,534
81,737
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
275,451
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
Form
990-PF
(2022)
Page 4
Form 990-PF (2022)
Page
4
Part V
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)
1
4,920
b
All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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
4,920
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
4,920
6
Credits/Payments:
a
2022 estimated tax payments and 2021 overpayment credited to 2022
6a
6,351
b
Exempt foreign organizations—tax withheld at source
......
6b
0
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
..........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
6,351
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2221 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
1,431
11
Enter the amount of line 10 to be:
Credited to 2023 estimated tax
1,431
Refunded
11
0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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 XIV.
.................................
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII
.............................
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
(2022)
Page 5
Form 990-PF (2022)
Page
5
Part VI-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
14
The books are in care of
MUFG UNION BANK
Telephone no.
(213) 236-7327
Located at
445 S FIGUEROA ST SUITE 2600
LOS ANGELES
CA
ZIP+4
90071
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 2022, 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 VI-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?
...........
1a(1)
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
..............................
1a(2)
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
...........
1a(3)
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
............
1a(4)
Yes
(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)?
......................
1a(5)
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.)
...............
1a(6)
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
c
Organizations relying on a current notice regarding disaster assistance check here
........
d
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 2022?
.............
1d
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?
....................
2a
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?
..............................
3a
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.)
.....................
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 2022?
..
4b
No
Form
990-PF
(2022)
Page 6
Form 990-PF (2022)
Page
6
Part VI-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))?
..........
5a(1)
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
....................
5a(2)
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
.............
5a(3)
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
........................
5a(4)
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?
.............
5a(5)
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
c
Organizations relying on a current notice regarding disaster assistance check
.........
d
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?
.................
5d
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?
.............................
6a
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?
7a
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?
.........................
8
No
Part VII
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
MUFG UNION BANK N A
TRUSTEE
20
50,495
7807 GIRARD AVE
LA JOLLA
,
CA
92037
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
(2022)
Page 7
Form 990-PF (2022)
Page
7
Part VII
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 VIII-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 VIII-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
.........................
Form
990-PF
(2022)
Page 8
Form 990-PF (2022)
Page
8
Part IX
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
2,356,121
b
Average of monthly cash balances
.......................
1b
821,927
c
Fair market value of all other assets (see instructions)
................
1c
1,368,335
d
Total
(add lines 1a, b, and c)
.........................
1d
4,546,383
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
4,546,383
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
68,196
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
4,478,187
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
223,909
Part X
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 IX, line 6
..................
1
223,909
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
4,920
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
4,920
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
218,989
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
218,989
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 XII, line 1
...
7
218,989
Part XI
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
243,424
b
Program-related investments—total from Part VIII-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part XII, line 4.
.......
4
243,424
Form
990-PF
(2022)
Page 9
Form 990-PF (2022)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1
Distributable amount for 2022 from Part X, line 7
218,989
2
Undistributed income, if any, as of the end of 2022:
a
Enter amount for 2021 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2022:
a
From 2017
......
0
b
From 2018
......
0
c
From 2019
......
0
d
From 2020
......
46,319
e
From 2021
......
0
f
Total
of lines 3a through e
........
46,319
4
Qualifying distributions for 2022 from Part
XI, line 4:
$
243,424
a
Applied to 2021, 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 2022 distributable amount
.....
218,989
e
Remaining amount distributed out of corpus
24,435
5
Excess distributions carryover applied to 2022.
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
70,754
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023
..........
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 2017 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a
......
70,754
10
Analysis of line 9:
a
Excess from 2018
....
0
b
Excess from 2019
....
0
c
Excess from 2020
....
46,319
d
Excess from 2021
....
0
e
Excess from 2022
....
24,435
Form
990-PF
(2022)
Page 10
Form 990-PF (2022)
Page
10
Part XIII
Private Operating Foundations
(see instructions and Part VI-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 2022, 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 IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2022
(b)
2021
(c)
2020
(d)
2019
b
85% (0.85) of line 2a
.........
c
Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
NONE
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.
NONE
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
(2022)
Page 11
Form 990-PF (2022)
Page
11
Part XIV
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
HOME START INC
ATTN MS LAURA TANCREDI-BAESE
5005 TEXAS STREET SUITE 203
SAN DIEGO
,
CA
92108
NONE
EXEMPT
CHARITABLE
2,540
MEALS ON WHEELS -
GREATER SAN DIEGO
2254 SAN DIEGO AVE SUITE 200
SAN DIEGO
,
CA
92110
NONE
EXEMPT
CHARITABLE
2,540
CALIFORNIA STATE PARKS FD
33 NEW MONTGOMERY ST
KENTFIELD
,
CA
94105
NONE
EXEMPT
CHARITABLE
2,540
MAINLY MOZART
404 EUCLID AVE
SAN DIEGO
,
CA
92114
NONE
EXEMPT
CHARITABLE
2,540
SAN DIEGO CIVIC YOUTH
ORCHESTRA
PO BOX 2170
SAN MARCOS
,
CA
92079
NONE
EXEMPT
CHARITABLE
2,540
VILLA MUSICA
10373 ROSELLE ST STE 170
SAN DIEGO
,
CA
92121
NONE
EXEMPT
CHARITABLE
2,540
BRAILLE INSTITUTE OF AMERICA INC
4555 EXECUTIVE DRIVE
SAN DIEGO
,
CA
92121
NONE
EXEMPT
CHARITABLE
2,540
BURN INSTITUTE
8825 AERO DR 200
SAN DIEGO
,
CA
92123
NONE
EXEMPT
CHARITABLE
2,540
JUST IN TIME FOR FOSTER YOUTH
PO BOX 601627
SAN DIEGO
,
CA
92160
NONE
EXEMPT
CHARITABLE
2,540
SAN DIEGO YOUTH SYMPHONY
1650 EL PRADO 207A
SAN DIEGO
,
CA
92101
N/A
EXEMPT
CHARITABLE
2,540
THE NEW CHILDREN'S MUSEUM
200 W ISLAND AVE
SAN DIEGO
,
CA
92101
NONE
EXEMPT
CHARITABLE
2,540
READING LEGACIES
2750 HISTORIC DECATUR RD 210
SAN DIEGO
,
CA
92106
NONE
EXEMPT
CHARITABLE
2,540
SHARP HEALTHCARE FOUNDATION
8695 SPECTRUM CENTER BLVD
SAN DIEGO
,
CA
92123
NONE
EXEMPT
CHARITABLE
2,540
BARRIO LOGAN COLLEGE INSTITUTE
1625 NEWTON AVE 200
SAN DIEGO
,
CA
92113
NONE
EXEMPT
CHARITABLE
2,540
CLASSICS FOR KIDS INC
3740 4TH AVE
SAN DIEGO
,
CA
92103
NONE
EXEMPT
CHARITABLE
2,540
BIG BROTHERS BIG SISTERS OF SAN DIEGO
4305 UNIVERSITY AVE 300
SAN DIEGO
,
CA
92105
NONE
CHARITABLE
UNRESTRICTED
2,540
JACOBS & CUSHMAN SD FOOD BANK
9850 DISTRIBUTION AVE
SAN DIEGO
,
CA
92121
NONE
CHARITABLE
UNRESTRICTED
2,540
AMERICAN ACADEMY OF PEDIATRICS
CALIFORNIA CHAPTER 3
3160 CAMINO DEL RIO S 101
SAN DIEGO
,
CA
92108
NONE
CHARITABLE
UNRESTRICTED
2,540
MUSICIANS FOR EDUCATION
4215 MENLO AVE
SAN DIEGO
,
CA
92115
NONE
CHARITABLE
UNRESTRICTED
2,540
SERVING SENIORS
1525 4TH AVE
SAN DIEGO
,
CA
92101
NONE
CHARITABLE
UNRESTRICTED
2,540
THERAPY CENTER INC
5540 LAKE PARK WAY
LA MESA
,
CA
91942
NONE
CHARITABLE
UNRESTRICTED
2,540
BOYS & GIRLS CLUBS OF CARLSBAD
2730 BRESSI RANCH WAY
CARLSBAD
,
CA
92009
NONE
CHARITABLE
UNRESTRICTED
2,540
ANGELS FOSTER FAMILY AGENCY
9295 FARNHAM ST 200
SAN DIEGO
,
CA
92123
NONE
CHARITABLE
UNRESTRICTED
2,540
AUTISM TREE PROJECT FOUNDATION
2845 NIMITZ BLVD
SAN DIEGO
,
CA
92106
NONE
CHARITABLE
UNRESTRICTED
2,540
EMILIO NARES FOUNDATION
2650 TRUXTUN ROAD SUITE 202
San Diego
,
CA
92106
NONE
CHARITABLE
UNRESTRICTED
2,540
FEEDING SAN DIEGO
9477 WAPLES STREET SUITE 100
SAN DIEGO
,
CA
92121
NONE
CHARITABLE
UNRESTRICTED
2,000
THEATRE & ARTS FOUNDATION OF SAN DIEGO
PO BOX 12039
LA JOLLA
,
CA
920392039
NONE
CHARITABLE
UNRESTRICTED
2,540
SAN DIEGO RITECARE CHILDHOOD
LANGUAGE CENTER
1895 CAMINO DEL RIO S
SAN DIEGO
,
CA
92108
NONE
CHARITABLE
UNRESTRICTED
2,540
SAN DIEGO SOCIETY OF NATURAL HISTORY
BALBOA PARK
P O BOX 121390
SAN DIEGO
,
CA
92112
NONE
CHARITABLE
UNRESTRICTED
2,540
TRANSCENDANCE YOUTH ARTS PROJECT
4634 UNIVERSITY AVE
San Diego
,
CA
92105
NONE
CHARITABLE
UNRESTRICTED
2,540
ART OF ELAN
3401 32ND ST
SAN DIEGO
,
CA
92104
NONE
CHARITABLE
UNRESTRICTED
4,590
COASTAL ROOTS FARM
441 SAXONY ROAD
ENCINITAS
,
CA
92024
NONE
CHARITABLE
UNRESTRICTED
2,540
SAN DIEGO CENTER FOR CHILDREN
3002 ARMSTRONG STREET
SAN DIEGO
,
CA
92111
NONE
UNRESTRICTED
CHARITABLE
2,540
SAN DIEGO SECOND CHANCE
6145 IMPERIAL AVENUE
SAN DIEGO
,
CA
92114
NONE
CHARITABLE
UNRESTRICTED
2,540
COOPER FAMILY FOUNDATION
3819 SUPERBA STREET
SAN DIEGO
,
CA
92113
NONE
CHARITABLE
UNRESTRICTED
2,540
HORN OF AFRICA COMMUNITY IN NORTH
AMERICA
5296 UNIVERSITY AVENUE
SAN DIEGO
,
CA
92105
NONE
CHARITABLE
UNRESTRICTED
2,540
MAKE-A WISH FOUNDATION OF SAN DIEGO
2440 HOTEL CIRCLE N SUITE 200
SAN DIEGO
,
CA
92108
NONE
CHARITABLE
UNRESTRICTED
2,540
OCEANSIDE MUSEUM OF ART
704 PIER VIEW WAY
OCEANSIDE
,
CA
92054
NONE
CHARITABLE
UNRESTRICTED
2,540
SAN DIEGO CHILDRENS CHOIR
1620 FIFTH AVENUE SUITE 300
SAN DIEGO
,
CA
92101
NONE
CHARITABLE
UNRESTRICTED
2,540
UNSCRIPTED LEARNING
3717 INDIA STREET
SAN DIEGO
,
CA
92103
NONE
CHARITABLE
UNRESTRICTED
2,540
MINGEI INTERNATIONAL MUSEUM
1439 EL PRADO
SAN DIEGO
,
CA
92101
NONE
CHARITABLE
UNRESTRICTED
2,540
ARTS IN MOTION
ATTN YVONNE RUBIO PRESIDENT
237 EAST MAIN STREET
EL CAJON
,
CA
92020
NONE
EXEMPT
CHARITABLE
2,540
CULTURE SHOCK DANCE TROUPE
ATTN DANIELLE PRINCE
2110 HANCOCK STREET SUITE 200
SAN DIEGO
,
CA
92110
NONE
EXEMPT
CHARITABLE
2,540
GIRLS ON THE RUN OF SAN DIEGO
PO BOX 230544
ENCINITAS
,
CA
92023
NONE
EXEMPT
CHARITABLE
2,540
REALITY CHANGERS
ATTN DAWN WENSEL DIRECTOR OF
3910 UNIVERSITY AVENUE SUITE 400
SAN DIEGO
,
CA
92105
NONE
EXEMPT
CHARITABLE
2,540
SAN DIEGO PARKS FOUNDATION
ATTN MARTHA PHILLIPS DEVELOPMENT
PO BOX 1576
SAN DIEGO
,
CA
92038
NONE
EXEMPT
CHARITABLE
2,540
VISTA HILL FOUNDATION
ATTN JEN NETTLETON GRANTS SPECIALIS
8910 CLAIREMONT MESA BLVD
SAN DIEGO
,
CA
92116
NONE
EXEMPT
CHARITABLE
2,540
WHEELCHAIR DANCERS ORGANIZATION
ATTN CAITLYN MCTAGGART GRANTWRITER
4584 CALLE DE VIDA
SAN DIEGO
,
CA
92124
NONE
EXEMPT
CHARITABLE
2,540
SOUTHERN CALIFORNIA IMMIGRATION
ATTN ELIZABETH LOPEZ EXECUTIVE DIR
2534 STATE STREET 208
SAN DIEGO
,
CA
92101
NONE
EXEMPT
CHARITABLE
2,540
THE SAN MARCOS PROMISE
ATTN LISA STOUT EXECUTIVE DIRECTOR
255 PICO AVE STE 103
SAN MARCOS
,
CA
92069
NONE
EXEMPT
CHARITABLE
2,540
ICF CENTER FOR CROSS BORDER
PHILANTHROPY DBA OLIVEWOOD GARDENS
2595 INGRAHAM STREET
SAN DIEGO
,
CA
92109
NONE
EXEMPT
CHARITABLE
2,540
CHRISTIES PLACE
ATTN RHEA VAN BROCKLIN
2440 THIRD AVE
SAN DIEGO
,
CA
92101
NONE
EXEMPT
CHARITABLE
2,540
BORREGO ART INSTITUTE
ATTN DEREK FLOYD GRANT WRITER
PO BOX 369
BORREGO SPRINGS
,
CA
920040369
NONE
EXEMPT
CHARITABLE
2,540
GIRLS RISING
ATTN CAITLYN MCTAGGART PRESIDENT
PO BOX 161218
SAN DIEGO
,
CA
92176
NONE
EXEMPT
CHARITABLE
2,540
LEAP TO SUCCESS
ATTN DANA BRISTOL-SMITH EXECUTIVE DIR
5205 AVENIDA ENCINAS STE A
CARLSBAD
,
CA
92008
NONE
EXEMPT
CHARITABLE
2,540
NEW ENTRA CASA CORPORATION
ATTN JULIE BRUNETTO EXECUTIVE DIR
3575 PERSHING DRIVE
SAN DIEGO
,
CA
92104
NONE
EXEMPT
CHARITABLE
2,540
SAN DIEGO IMPERIAL COUNCIL BOY SCOUTS OF
AMERICA
1207 UPAS ST
SAN DIEGO
,
CA
92103
NONE
EXEMPT
CHARITABLE
2,540
TAP FEVER STUDIOS
2146 GARNET AVENUE
SAN DIEGO
,
CA
92109
NONE
EXEMPT
CHARITABLE
2,540
THE HIGH STEPPERS DRILL TEAM INC
5275 MARKET STREET
SAN DIEGO
,
CA
92114
NONE
EXEMPT
CHARITABLE
2,540
ZERO8HUNDRED
4699 MURPHY CANYON ROAD
SAN DIEGO
,
CA
92123
NONE
EXEMPT
CHARITABLE
2,540
ASSISTANCE LEAGUE GREATER SAN DIEGO
108 UNIVERSITY AVE
SAN DIEGO
,
CA
92103
NONE
EXEMPT
CHARITABLE
2,540
CASA DE AMISTAD CENTRO DE ENSENANZA
120 STEVENS AVE
SOLANO BEACH
,
CA
92075
NONE
EXEMPT
CHARITABLE
2,540
GROSSMONT HOSPITAL
FOUNDATION
5555 GROSSMONT CENTER DR
LA MESA
,
CA
91942
NONE
EXEMPT
CHARITABLE
2,540
SAN DIEGO HUMANE SOCIETY
5500 GAINES ST
SAN DEIGO
,
CA
92110
N/A
EXEMPT
CHARITABLE
2,000
SAN DIEGO COUNCIL ON LITERACY
2515 CAMINO DEL RIO S STE 125
SAN DIEGO
,
CA
92108
N/A
EXEMPT
CHARITABLE
2,540
PLAYWRIGHTS PROJECT
3675 RUFFIN RD STE 330
SAN DIEGO
,
CA
92123
NONE
EXEMPT
CHARITABLE
2,540
SPECIAL DELIVERY SAN DIEGO
4021 GOLDFINCH ST
SAN DIEGO
,
CA
92103
N/A
EXEMPT
CHARITABLE
2,540
FERN STREET COMMUNITY ARTS
PO BOX 5864
SAN DIEGO
,
CA
92165
N/A
EXEMPT
CHARITABLE
2,540
LAMBS PLAYERS THEATER
1142 ORANGE AVE
CORONADO
,
CA
92118
N/A
EXEMPT
CHARITABLE
2,540
AUTISM SOCIETY
PO BOX 1355
GLENDORA
,
CA
91740
N/A
EXEMPT
CHARITABLE
2,540
LIVING COAST DISCOVERY CENTER
1000 GUNPOWDER POINT DR
CHULA VISTA
,
CA
91910
N/A
EXEMPT
CHARITABLE
2,540
OCEAN DISCOVERY INSTITUTE
4255 THORN ST
SAN DIEGO
,
CA
92105
N/A
EXEMPT
CHARITABLE
2,540
MONARCH SCHOOL PROJECT
1625 NEWTON AVE
SAN DIEGO
,
CA
92113
NONE
EXEMPT
CHARITABLE
2,050
SOLUTIONS FOR CHANGE
722 W CALIFORNIA AVE
VISTA
,
CA
92083
N/A
EXEMPT
CHARITABLE
2,540
SAN DIEGO CHILDREN'S DISCOVERY
MUSEUM
320 N BROADWAY
ESCONDIDO
,
CA
92025
N/A
EXEMPT
CHARITABLE
2,540
SAN DIEGO PUBLIC LIBRARY FOUNDATION
330 PARK BLVD
SAN DIEGO
,
CA
92101
N/A
EXEMPT
CHARITABLE
2,540
NTC FOUNDATION
2820 ROOSEVELT ROAD SUITE 201
SAN DIEGO
,
CA
92106
N/A
EXEMPT
CHARITABLE
2,540
JEWISH FAMILY SERVICE
8804 BALBOA AVE
SAN DIEGO
,
CA
92123
NONE
EXEMPT
CHARITABLE
2,540
YMCA OF SAN DIEGO COUNTY
3708 RUFFIN RD
SAN DIEGO
,
CA
92123
N/A
EXEMPT
CHARITABLE
8,590
SAN DIEGO SYMPHONY
1245 7TH AVE
SAN DIEGO
,
CA
92101
NONE
EXEMPT
CHARITABLE
2,540
SALK INST FOR BIOLOGICAL
STUDIES
10010 N TORREY PINES RD
LA JOLLA
,
CA
92037
NONE
EXEMPT
CHARITABLE
2,540
LA JOLLA MEALS ON WHEELS
9888 GENESSE AVE
LA JOLLA
,
CA
92037
N/A
EXEMPT
CHARITABLE
2,540
RONALD MCDONALD HOUSE
2929 CHILDRENS WAY
SAN DIEGO
,
CA
92123
N/A
EXEMPT
CHARITABLE
2,540
CASA DE AMPARO
325 BUENA CREEK RD
SAN MARCOS
,
CA
92069
N/A
EXEMPT
CHARITABLE
2,540
ELDER LAW & ADVOCACY
5151 MURPHY CANYON RD STE 110
SAN DIEGO
,
CA
92123
NONE
EXEMPT
CHARITABLE
2,540
VOICES FOR CHILDREN
JUVENILE COURT
2851 MEADOW LARK DR
SAN DIEGO
,
CA
92123
N/A
EXMEPT
CHARITABLE
2,540
SAN DIEGO OPERA
233 A ST STE 500
SAN DIEGO
,
CA
92101
NONE
EXEMPT
CHARITABLE
2,540
SAN DIEGO EDUCATION FUND
4100 NORMAL STREET RM 3251
SAN DIEGO
,
CA
92103
NONE
EXEMPT
CHARITABLE
2,540
Total
.................................
3a
230,050
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2022)
Page 12
Form 990-PF (2022)
Page
12
Part XV-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
4
Dividends and interest from securities
....
14
118,102
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
............
18
275,451
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
FEDERAL TAX REFUND
1
2,307
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
395,903
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
395,903
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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
(2022)
Page 13
Form 990-PF (2022)
Page
13
Part XVI
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.
2023-07-19
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
BRADLEY N SPRONG
Preparer's Signature
Date
2023-07-19
Check if self-
employed
PTIN
P00642561
Firm's name
KPMG LLP
Firm's EIN
13-5565207
Firm's address
60 E RIO SALADO PKWAY STE 800
TEMPE
,
AZ
852819125
Phone no.
(800) 810-2207
Form
990-PF
(2022)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description