efile Public Visual Render
ObjectId: 202323199349105047 - Submission: 2023-11-15
TIN: 47-2351448
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
01-01-2022
, and ending
12-31-2022
Name of foundation
THE PETERFFY FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
777 S FLAGER DRIVE 1001E
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST PALM BEACH
,
FL
33401
A Employer identification number
47-2351448
B
Telephone number (see instructions)
(203) 618-5800
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)
$
105,533,039
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
4
Dividends and interest from securities
...
845,036
845,036
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,785,052
b
Gross sales price for all assets on line 6a
29,128,884
7
Capital gain net income (from Part IV, line 2)
...
1,785,052
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)
.......
List of Attached Documents:
// Content
12,644
12,644
12
Total.
Add lines 1 through 11
........
2,642,732
2,642,732
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
List of Attached Documents:
// Content
838,632
288,186
551,092
17
Interest
...............
842
842
0
18
Taxes (attach schedule) (see instructions)
...
List of Attached Documents:
// Content
642,886
7,483
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
59,328
0
59,328
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
List of Attached Documents:
// Content
37,402
25,745
11,759
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,579,090
322,256
622,179
25
Contributions, gifts, grants paid
.......
7,607,655
7,607,655
26
Total expenses and disbursements.
Add lines 24 and 25
9,186,745
322,256
8,229,834
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-6,544,013
b
Net investment income
(if negative, enter -0-)
2,320,476
c
Adjusted net income
(if negative, enter -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
.............
128,710
128,073
128,073
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
72,252,167
List of Attached Documents:
// Content
47,943,823
47,943,823
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)
..........
60,539,383
List of Attached Documents:
// Content
56,234,958
56,234,958
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
List of Attached Documents:
// Content
686
List of Attached Documents:
// Content
1,226,185
List of Attached Documents:
// Content
1,226,185
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
132,920,946
105,533,039
105,533,039
17
Accounts payable and accrued expenses
..........
47,408
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
)
List of Attached Documents:
// Content
822,595
List of Attached Documents:
// Content
795,832
23
Total liabilities
(add lines 17 through 22)
.........
870,003
795,832
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
132,050,943
104,737,207
29
Total net assets or fund balances
(see instructions)
.....
132,050,943
104,737,207
30
Total liabilities and net assets/fund balances
(see instructions)
.
132,920,946
105,533,039
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
132,050,943
2
Enter amount from Part I, line 27a
.....................
2
-6,544,013
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
125,506,930
5
Decreases not included in line 2 (itemize)
List of Attached Documents:
// Content
5
20,769,723
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
104,737,207
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
PUBLICLY HELD SECURITIES
b
PUBLICLY HELD SECURITIES
c
CAPITAL GAINS DIVIDENDS
P
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
2,153,853
2,205,012
-51,159
b
26,683,304
25,138,820
1,544,484
c
291,727
291,727
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
-51,159
b
1,544,484
c
291,727
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
1,785,052
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
32,255
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
32,255
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
32,255
6
Credits/Payments:
a
2022 estimated tax payments and 2021 overpayment credited to 2022
6a
44,000
b
Exempt foreign organizations—tax withheld at source
......
6b
0
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
..........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
44,000
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2221 is attached.
List of Attached Documents:
// Content
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
11,745
11
Enter the amount of line 10 to be:
Credited to 2023 estimated tax
11,745
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.
$
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 XIV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
FL
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
N/A
14
The books are in care of
THE PETERFFY FOUNDATION INC
Telephone no.
(203) 618-5800
Located at
777 S FLAGLER DR 1001E
WEST PALM BEACH
FL
ZIP+4
33401
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)
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)?
......................
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
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)
Yes
(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
Yes
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
Yes
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
List of Attached Documents:
// Content
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
ALEXANDRA PETERFFY
DIRECTOR, CHAIR
5.00
0
0
0
777 S FLAGLER DRIVE 1001E
WEST PALM BEACH
,
FL
33401
CATHERINE PETERFFY
DIRECTOR, CEO
5.00
0
0
0
777 S FLAGLER DRIVE 1001E
WEST PALM BEACH
,
FL
33401
WILLIAM PETERFFY
DIRECTOR, CHAIR OF INVESTMENT COMMITTE
5.00
0
0
0
777 S FLAGLER DRIVE 1001E
WEST PALM BEACH
,
FL
33401
CHRISTOPHER UZPEN
DIRECTOR, SECRETARY
5.00
0
0
0
777 S FLAGLER DRIVE 1001E
WEST PALM BEACH
,
FL
33401
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
KTSIS CAPITAL LLC
GRANT MANAGEMENT
408,835
321 BENJAMIN AVENUE SE
GRAND RAPIDS
,
MI
49506
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
0
2
0
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
.........................
0
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
109,367,752
b
Average of monthly cash balances
.......................
1b
2,942,819
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
112,310,571
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
112,310,571
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
1,684,659
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
110,625,912
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
5,531,296
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
5,531,296
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
32,255
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
32,255
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
5,499,041
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
5,499,041
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
5,499,041
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
8,229,834
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
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 XII, line 4.
.......
4
8,229,834
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
5,499,041
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
......
b
From 2018
......
28,817
c
From 2019
......
d
From 2020
......
763,055
e
From 2021
......
987,483
f
Total
of lines 3a through e
........
1,779,355
4
Qualifying distributions for 2022 from Part
XI, line 4:
$
8,229,834
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
.....
5,499,041
e
Remaining amount distributed out of corpus
2,730,793
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
4,510,148
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
......
4,510,148
10
Analysis of line 9:
a
Excess from 2018
....
28,817
b
Excess from 2019
....
c
Excess from 2020
....
763,055
d
Excess from 2021
....
987,483
e
Excess from 2022
....
2,730,793
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).)
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
(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
AMAZON WATCH
520 3RD STREET NO 108
OAKLAND
,
CA
94607
PC
SUPPORT FOR THE TRADITONAL EDUCATION PROJECT
4,200
AMAZON WATCH
520 3RD STREET NO 108
OAKLAND
,
CA
94607
PC
SUPPORT FOR THE HAYAWASKA FILM PROJECT
15,000
AMIGOS OF COSTA RICA INC
P O BOX 748
WEST CHESTER
,
PA
19380
PC
SUPPORT FOR THE BORUCA COMMUNITY CENTER
8,888
AMIGOS OF COSTA RICA INC
P O BOX 748
WEST CHESTER
,
PA
19380
PC
SUPPORT FOR THE BRIBRI SITIWABRPA ASSOCIATION
8,403
BARCID FOUNDATION
2811 SCOTT PLACE
LOS ANGELES
,
CA
90026
PC
SUPPORT FOR INDIGENOUS WRITERS AND STORY TELLERS
10,000
BEGIN WITHIN COLLECTIVE
53 S PUUNENE AVE SUITE 104
KAHULUI
,
HI
96732
PC
GENERAL SUPPORT
20,000
BIONEERS COLLECTIVE HERITAGE INSTITUTE
215 LINCOLN AVENUE 202
SANTA FE
,
NM
87501
PC
GENERAL SUPPORT AND ESTABLISHMENT OF BIONEERS UNIVERSITY
375,000
BUCKMINSTER FULLER INSTITUTE
2261 MARKET STREET
SAN FRANCISCO
,
CA
94114
PC
FOR THE BENEFIT OF THE BRAZIL FLOW FUND WITH THE REGENEROSITY NETWORK
50,000
CENTER FOR DEMOCRATIC AND ENVIRONMENTAL RIGHTS
1320 NORTH HOLLIS STREET
SPOKANE
,
WA
99201
PC
GENERAL SUPPORT
25,000
CENTER FOR SACRED STUDIES
P O BOX 2904
GUERNEVILLE
,
CA
95446
PC
SUPPORT FOR THE FOUNTAIN WITH THE ORIGINAL PRINCIPLE ALIGNMENT PROTOCOL
22,000
CICADA INSTITUTE
7217 BURLINGTON AVENUE NORTH
ST PETERSBURG
,
FL
33710
PC
GENERAL SUPPORT
17,000
COMMON COUNSEL FOUNDATION
1624 FRANKLIN ST 1002
OAKLAND
,
CA
94607
PC
SUPPORT INDIGENOUS WOMEN'S FLOW FUND
273,000
COMMON VISION
2620 CALIFORNIA ST
BERKELEY
,
CA
94703
PC
SUPPORT THE ESSENTIAL FOOD AND MEDICINE PROJECT
10,000
COMMUNITY LEARNING NETWORK
208 AMBROSIO STREET
SANTA FE
,
NM
87501
PC
SUPPORT FOR 7 YOUTHS WITH AN UNSOLICITED $500 TO FURTHER THEIR MISSION AND SELF-CARE
3,675
DAAR CHARITABLE FOUNDATION
123 N POST OAK LN STE 410
HOUSTON
,
TX
77024
PC
TO SUPPORT HUMANITARIAN EFFORST IN UKRAINE SPONSORED BY DAAR
25,000
DRYLANDS ARGOECOLOGY RESEARCH FOUNDATION
12191 FOOTHILLS
LONGMONT
,
CO
80503
PC
GENERAL SUPPORT
150,000
EARLY LEARNING CENTER INC
215 N GARMISCH ST
ASPEN
,
CO
81611
PC
GENERAL SUPPORT
20,000
EARTH ISLAND INSTITUTE INC
2150 ALISTON WAY SUITE 460
BERKELEY
,
CA
94704
PC
SUPPORT FOR WOMAN'S EARTH ALLIANCE
8,000
EARTH WAYS FOUNDATION
20178 ROCKPORT WAY
MALIBU
,
CA
90265
PC
SUPPORT MOTHERS OF THE AMAZON PROJECT
211,552
ENNAID FOUNDATION INC
2972 WEBB BRIDGE RD
ALPHARETTA
,
GA
30009
PC
GENERAL SUPPORT
7,000
ENNAID FOUNDATION INC
2972 WEBB BRIDGE RD
ALPHARETTA
,
GA
30009
PC
SUPPORT FOR PURCHASING MATERIALS TO SUPPORT HOMELESS WOMEN
7,553
ENVIRONMENTAL LAW & POLICY CENTER ACTION FUND
35 EAST WACKER DRIVE NO 1600
CHICAGO
,
IL
60601
PC
SUPPORT TO PROTECT FORESTS IN THE MIDWEST
50,000
FINS ATTACHED MARINE RESEARCH AND CONSERVATION
19675 STILL GLEN WAY
COLORADO SPRINGS
,
CO
80908
PC
GENERAL SUPPORT
30,000
FISCAL SPONSORSHIP ALLIES INC
9100 PURDUE ROAD SUITE 115
INDIANAPOLIS
,
IN
46268
PC
SUPPORT FOR KAIROS FUTURA
20,000
FLORIDA INTERANTIONAL UNIVERSITY FOUNDATION INC
11200 SW 8TH STREET
MIAMI
,
FL
33199
PC
SUPPORT SHARKS AND RAYS PROGRAM
50,000
FOUR WINDS AMERICAN INDIAN COUNCIL
P O BOX 9714
DENVER
,
CO
80209
PC
GENERAL SUPPORT
15,000
FRANKFURT ZOOLOGICAL SOCIETY - US INC
1050 30TH ST NW
WASHINGTON DC
,
DC
20007
PC
SUPPORT CONSERVATION CAPATHIA AND EUROPEAN FORESTS PROJECTS
250,000
FRANKFURT ZOOLOGICAL SOCIETY - US INC
1050 3OTH ST NW
WASHINGTON DC
,
DC
20007
PC
FOR UKRANIAN REFUGEE SUPPORT
25,000
FRONTEIRAS INSTITUTE
138 CENTRO CEP 69980-00
CRUZEIRO
,
ACRE
BR
NC
SUPPORT FOR THE INDIGENOUS CONFERENCE OF AYAHUASCA
84,000
FUNDICION KENE RAO
JR NUEVA LUZ DE FATIMA 260
PUCALLPA
PE
NC
FOR KENE RAO EDUCATION WORKSHOPS & SANTA CLARA WATER ACCESS WELL
21,000
GETTING TO THE ROOT
3067 REMINGTON WAY
SAN JOSE
,
CA
95148
PC
TO SUPPORT YURATA WATER ACCESS
19,397
GIVING BACK FUND
2208 CANYONBACK ROAD
LOS ANGELOS
,
CA
90049
PC
GENERAL SUPPORT
15,000
GLOBAL GREENGRANTS FUND
2840 WILDERNESS PLACE A
BOULDER
,
CO
80301
PC
GENERAL SUPPORT
20,000
GLOBAL JUSTICE ECOLOGY PROJECT (STANDING TREES)
C/O GJEP P O BOX 124
RANDOLPH
,
NY
14772
PC
GENERAL SUPPORT
50,000
GREENWAVE ORGANIZATIONS
315 FRONT ST
NEW HAVEN
,
CT
06513
PC
GENERAL SUPPORT
100,000
GROW JUNGLES INC
6007 PLANTERS POINT COURT
SUGAR LAND
,
TX
77479
PC
SUPPORT FOR THE FUTURO NATIVO
7,000
HONOR THE EARTH
P O BOX 63
CALLAWAY
,
MN
56521
PC
GENERAL SUPPORT
75,000
ILLAPU MOVEMENT
3228 PARK AVENUE
MINNEAPOLIS
,
MN
55407
PC
TO SUPPORT THE LAKOTA FARM PROJECT
9,000
ILLAPU MOVEMENT
3228 PARK AVENUE
MINNEAPOLIS
,
MN
55407
PC
TO SUPPORT THE KARAL SUNDANCE 2023 WITH EAGLE CONDOR GATHERING
50,000
ILLAPU MOVEMENT
3228 PARK AVENUE
MINNEAPOLIS
,
MN
55407
PC
TO SUPPORT THE KHOI KHOI KHOI KINDY FARM, SOUTH AFRICA
4,500
ILLAPU MOVEMENT
3228 PARK AVENUE
MINNEAPOLIS
,
MN
55407
PC
TO SUPPORT YOLANDA PALOMARES FLOW FUND
10,400
JUBILEE GIFT GALAXY INC
6655 MOORE DR
OAKLAND
,
CA
94611
PC
SUPPORT FOR SOULD OF MOVEMENT - MOVEMENT OF SOUL (SOMOS)
6,000
KANA SAMURAI FOUNDATION
8765 STOCKARD DR
FRISCO
,
TX
75034
PC
TO SUPPORT BUILDING CENTERS IN NOKE KOI VILLAGES
15,000
KLAMATH SISKIYOU WILDLANDS CENTER
P O BOX 102
ASHLAND
,
OR
97520
PC
GENERAL SUPPORT
50,000
LA MAIDA PROJECT
4515 SHERMAN OAKS AVE
SHERMAN OAKS
,
CA
91403
PC
GENERAL SUPPORT
50,000
LAND IS LIFE
228 PARK AVENUE SOUTH PMB 45112
NEW YORK
,
NY
10003
PC
SUPPORT FOR THE INDIGENOUS ORGANIZATIONS OF THE BRAZILIAN AMAZON
1,409,000
LAND IS LIFE
228 PARK AVENUE SOUTH PMB 45112
NEW YORK
,
NY
10003
PC
SUPPORT FOR HUMANITARIAN AID IN ECUADOR AND OTHER GENERAL AND OPERATING SUPPORT.
300,000
LAND IS LIFE
228 PARK AVENUE SOUTH PMB 45112
NEW YORK
,
NY
10003
PC
SUPPORT FOR THE DEVELOPMENT OF THE MULLU GRASSROOTS MEDIA PLATFORM
480,000
NATIONAL NETWORK OF ABORTION FUND
9450 SW GEMINI DR PMB 16009
BEAVERTON
,
OR
970087105
PC
GENERAL SUPPORT
8,000
OLD-GROWTH FOREST NETWORK
P O BOX 21
EASTON
,
MD
21601
PC
GENERAL SUPPORT
30,000
ONE EARTH PHILANTHROPY
8611 WASHINGTON BLVD SUITE 8633
CULVER CITY
,
CA
90232
PC
GENERAL SUPPORT
250,000
ONLY ONE INC (SEA LEGACY)
PO BOX 6882
NAPA
,
CA
94581
PC
GENERAL SUPPORT
200,000
OREGON NATURAL RESOURCES COUNCIL FUND
5825 NORTH GREELEY AVENUE
PORTLAND
,
OR
97217
PC
SUPPORT FOR NATIONAL FOREST PROTECTION
200,000
OSA CONSERVATION
1012 14TH ST NW
WASHINGTON
,
DC
20005
PC
GENERAL SUPPORT
80,000
OUTDOOR BEHAVIORAL HEALTH COUNCIL
130 NORTH MAIN STREET
HUNTINGTON
,
UT
84528
PC
GENERAL SUPPORT
141,714
PEACE DEVELOPMENT FUND INC
44 N PROSPECT ST
AMHERT
,
MA
01002
PC
SUPPORT FOR GEORGIA LAND PROJECT
56,190
PEACE DEVELOPMENT FUND INC
44 N PROSPECT ST
AMHERT
,
MA
01002
PC
SUPPORT FOR BELOVED ECONOMICS
95,000
PEOPLE LOVING PEOPLE INC
22 THE BOULEVARD
BAYVILLE
,
NY
11709
PC
GENERAL SUPPORT
3,000
PUEBLO ORIGINARIO KICHWA DE SARAYAKU
AV FRANCISCO DE ORELLANA
PUYO
EC
NC
TO SUPPORT THE KAWASAY NAMPI (WAY OF LIFE)
134,506
RAINCOAST CONSERVATION FOUNDATION
PO BOX 687
NORTH BEND
,
WA
98045
PC
GENERAL SUPPORT
100,000
REGENERATIVE EARTH
PO BOX 2333
BOULDER
,
CO
80306
PC
SUPPORT FOR THE OSA STRENGTHING PROGRAM
100,000
REGENERATIVE EARTH
PO BOX 2333
BOULDER
,
CO
80306
PC
SUPPORT FOR THE OSA CAPACITY STRATEGIC CENTER FOR DEVELOPMENT
58,210
SEE TURTLES
7227 SW LINETTE WAY
BEAVERTON
,
OR
97007
PC
TO SUPPORT THE COPROT TORTUGAS DE OSA
19,467
SEEDS OF WISDOM
4612 GLENCOE AVE UNIT 1
MARINA DEL REY
,
CA
90292
PC
GENERAL SUPPORT
100,000
SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES INC
P O BOX 4569
ARCATA
,
CA
95518
PC
SUPPORT FOR THE THRIVING WOMEN PROJECT
75,000
SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES INC
P O BOX 4569
ARCATA
,
CA
95518
PC
GENERAL SUPPORT
100,000
SKY'S THE LIMIT FUND
510 A VALLEY WAY
MILPITAS
,
CA
95035
PC
GENERAL SUPPORT
50,000
SKY'S THE LIMIT FUND
510 A VALLEY WAY
MILPITAS
,
CA
95035
PC
TO SUPPORT THE OPERATIONS AND SCHOLARSHIP FUNDING FOR STLF
200,000
SLOVE UKRAINAI
JONAZOLIU ST 14-114
VILNIUS
LH
NC
TO SUPPORT HUMANITARIAN EFFORTS IN EASTERN EUROPE FOR REFUGEES FLEEING WAR IN UKRAINE
25,000
SOUTHERN ENVIRONMENTAL LAW CENTER
201 WEST MAIN STREET SUITE 14
CHARLOTTESVILLE
,
VA
229025065
PC
SUPPORT TO PROTECT FORESTS IN NORTH CAROLINA
50,000
STANDEARTH
548 MARKET STREET SUITE 74196
SAN FRANCISOC
,
CA
941045401
PC
GENERAL SUPPORT
100,000
THE HERBAL CLASSROOM
219 MILL ST
ROCKPORT
,
ME
04856
PC
GENERAL SUPPORT
5,000
THE SOCIETY FOR PSYCHEDELIC OUTREACH REFORM AND EDUCATION
5485 W 32 AVE
WHEAT RIDGE
,
CO
80212
PC
GENERAL SUPPORT
130,000
THE WILDERNESS SOCIETY
1801 PENNSYLVANIA AVE NW
WASHINGTON
,
DC
20006
PC
TO CONSERVE CARBVON RICH OLD AND MATURE FORESTS
120,000
THOUSAND CURRENTS
548 MARKET ST 62831
SAN FRANCISCO
,
CA
94104
PC
GENERAL SUPPORT
40,000
TIDES FOUNDATION
P O BOX 29903
SAN FRANCISCO
,
CA
94129
PC
SUPPORT FOR CANOPY PLANET
100,000
TRIBAL LINK FOUNDATION INC
37 VESTRY STREET
NEW YORK
,
NY
10013
PC
TO SUPPORT THE ALASKA RESILIENCE CIRCLES
50,000
UNIVERSITY OF CALIFORNIA CENTER FOR CLIMATE JUSTICE
5200 NORTH LAKE ROAD
MERCED
,
CA
95343
PC
SUPPORT FOR THE CLIMATE JUSTICE (CJ) STANDARD
25,000
WATERFALL UNITY ALLIANCE INC
256 WEST FULTON ROAD
WEST FULTON
,
NY
12194
PC
SUPPORT FOR LAND PURCHASE
160,000
WILDERNESS WORKSHOP
5205 S 3RD ST
CARBONDALE
,
CO
81623
PC
GENERAL SUPPORT
200,000
WOMEN'S EARTH AND CLIMATE ACTION NETWORK
775 E BLITHEDALE AVENUE
MILL VALLEY
,
CA
94941
PC
GENERAL SUPPORT
100,000
WOMENSERVE
4515 ROSS ROAD
SEBASTOPOL
,
CA
95472
PC
GENERAL SUPPORT
15,000
Total
.................................
3a
7,607,655
b
Approved for future payment
FRONTEIRAS INSTITUTE
138 CENTRO CEP 69980-00
CRUZEIRO
,
ACRE
BR
NC
SUPPORT FOR THE FREEDOM RIVER WELL PROJECT
8,925
IF NOT US THEN WHO
73 MARKET STREET
VENICE
,
CA
90291
PC
GENERAL SUPPORT
25,000
KONOHIKI RESTORATION PROJECT
6642 RP ANANALU RD
HANALEI
,
HI
91403
PC
GENERAL SUPPORT
8,500
RELIGION FOR PEACE BRAZIL
Q SCN QUADRA 4 BLOCO B ASA NOTRE
BRAZILIA
BR
NC
TO ACQUIRE OCULUS VIRTUAL REALITY HEADSETS FOR THE AMAZON FILM PROJECT
25,000
Total
.................................
3b
67,425
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
4
Dividends and interest from securities
....
14
845,036
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
.....
18
12,644
8
Gain or (loss) from sales of assets other than
inventory
............
18
1,785,052
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
2,642,732
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,642,732
(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.
2023-11-15
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
TEAH PONNIE
Preparer's Signature
Date
Check if self-
employed
PTIN
P03096063
Firm's name
IBG TAX SERVICES CORP
Firm's EIN
45-4099503
Firm's address
1 PICKWICK PLAZA
GREENWICH
,
CT
06830
Phone no.
(203) 618-5700
Form
990-PF
(2022)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description