efile Public Visual Render
ObjectId: 202332479349100203 - Submission: 2023-09-04
TIN: 91-1814913
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
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
LITTLER MENDELSON FOUNDATION INC
ATTN TAX MANAGER
Number and street (or P.O. box number if mail is not delivered to street address)
2301 MCGEE STREET SUITE 800
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY
,
MO
64108
A Employer identification number
91-1814913
B
Telephone number (see instructions)
(816) 772-0600
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
391,644
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
350,000
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
350,000
0
0
13
Compensation of officers, directors, trustees, etc.
0
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
0
0
0
0
25
Contributions, gifts, grants paid
.......
319,106
319,106
26
Total expenses and disbursements.
Add lines 24 and 25
319,106
0
0
319,106
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
30,894
b
Net investment income
(if negative, enter -0-)
0
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(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
.............
360,750
391,644
391,644
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
360,750
391,644
391,644
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
360,750
391,644
29
Total net assets or fund balances
(see instructions)
.....
360,750
391,644
30
Total liabilities and net assets/fund balances
(see instructions)
.
360,750
391,644
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
360,750
2
Enter amount from Part I, line 27a
.....................
2
30,894
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
391,644
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
391,644
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.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
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
0
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
0
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
0
6
Credits/Payments:
a
2022 estimated tax payments and 2021 overpayment credited to 2022
6a
0
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
0
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
0
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2023 estimated tax
Refunded
11
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)
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
N/A
14
The books are in care of
LITTLER MENDELSON PC
Telephone no.
(816) 772-0600
Located at
2301 MCGEE STREET SUITE 800
KANSAS CITY
MO
ZIP+4
64108
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 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)
Yes
(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
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)
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
No
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
ERIN WEBBER
PRESIDENT/CEO
1.00
0
0
0
1900 16TH STREET SUITE 800
DENVER
,
CO
80202
THOMAS BURNS
CFO
1.00
0
0
0
2301 MCGEE STREET SUITE 800
KANSAS CITY
,
MO
64108
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(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
.........................
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
0
b
Average of monthly cash balances
.......................
1b
551,491
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
551,491
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
551,491
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
8,272
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
543,219
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
27,161
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
27,161
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
27,161
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
27,161
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
27,161
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
319,106
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
319,106
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
27,161
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
......
657,579
b
From 2018
......
683,119
c
From 2019
......
411,791
d
From 2020
......
374,692
e
From 2021
......
247,756
f
Total
of lines 3a through e
........
2,374,937
4
Qualifying distributions for 2022 from Part
XI, line 4:
$
319,106
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
.....
27,161
e
Remaining amount distributed out of corpus
291,945
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
2,666,882
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)
...
657,579
9
Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a
......
2,009,303
10
Analysis of line 9:
a
Excess from 2018
....
683,119
b
Excess from 2019
....
411,791
c
Excess from 2020
....
374,692
d
Excess from 2021
....
247,756
e
Excess from 2022
....
291,945
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
A TURNING POINT
1900 NORTHEAST ENGLEWOOD ROAD
GLADSTONE
,
MO
64118
PC
GENERAL SUPPORT
2,000
ABCD INC
5775 NORTH GLEN PARK ROAD
GLENDALE
,
WI
53209
PC
GENERAL SUPPORT
1,340
ALAMEDA LITTLE LEAGUE
2857 SEA VIEW PARKWAY
ALAMEDA
,
CA
94502
PC
GENERAL SUPPORT
500
ALAMEDA SOCCER CLUB
875A ISLAND DRIVE 326
ALAMEDA
,
CA
94502
PC
GENERAL SUPPORT
275
AMERICAN ASSOCIATION OF LAW LIBRARIES
230 WEST MONROE STREET SUITE 2650
CHICAGO
,
IL
60606
PC
GENERAL SUPPORT
1,000
AMERICAN HEART ASSOCIATION
300 SOUTH RIVERSIDE PLAZA SUITE
1200
CHICAGO
,
IL
60606
PC
GENERAL SUPPORT
1,000
AMERICAN HEART ASSOCIATION
300 SOUTH RIVERSIDE PLAZA SUITE
1200
CHICAGO
,
IL
60606
PC
GENERAL SUPPORT
1,000
AMERICAN HEART ASSOCIATION
300 SOUTH RIVERSIDE PLAZA SUITE
1200
CHICAGO
,
IL
60606
PC
GENERAL SUPPORT
3,010
AMERICAN HEART ASSOCIATION
300 SOUTH RIVERSIDE PLAZA SUITE
1200
CHICAGO
,
IL
60606
PC
GENERAL SUPPORT
500
AMERICAN HEART ASSOCIATION
300 SOUTH RIVERSIDE PLAZA SUITE
1200
CHICAGO
,
IL
60606
PC
GENERAL SUPPORT
5,000
AMERICAN RED CROSS
2221 CHESTNUT STREET
PHILADELPHIA
,
PA
19103
PC
GENERAL SUPPORT
500
AMERICAN RED CROSS
2221 CHESTNUT STREET
PHILADELPHIA
,
PA
19103
PC
GENERAL SUPPORT
1,000
ANGIE TELFER
10645 AREUM PLACE UNIT 102
FORT MEYER
,
FL
33966
EMPLOYEE OF SUBSTANTIAL CONTRIBUTOR
I
DISASTER HARDSHIP ASSISTANCE - HURRICANE IAN
1,000
ANIMAL FRIENDS
562 CAMP HORNE ROAD
PITTSBURGH
,
PA
15237
PC
GENERAL SUPPORT
100
ASIAN AMERICANS ADVANCING JUSTICE - LOS ANGELES
1145 WILSHIRE BOULEVARD
LOS ANGELES
,
CA
90017
PC
GENERAL SUPPORT
1,000
ASSOCIATED RECREATION COUNCIL
8061 DENSMORE AVENUE NORTH
SEATTLE
,
WA
98103
PC
GENERAL SUPPORT
1,500
AUSTIN DIAPER BANK
2210 DENTON DRIVE SUITE 103
AUSTIN
,
TX
78758
PC
GENERAL SUPPORT
2,168
AVANCE HOUSTON
4281 DACOMA STREET
HOUSTON
,
TX
77092
PC
GENERAL SUPPORT
1,000
BAY AREA LATINO LAWYERS FUND
PO BOX 192241
SAN FRANCISCO
,
CA
94119
PC
GENERAL SUPPORT
3,000
BEAUMONT HEALTH FOUNDATION
26901 BEAUMONT BOULEVARD
SOUTHFIELD
,
MI
48033
PC
GENERAL SUPPORT
250
BEAUMONT HEALTH FOUNDATION
26901 BEAUMONT BOULEVARD
SOUTHFIELD
,
MI
48033
PC
GENERAL SUPPORT
5,000
BEYOND MONUMENTAL
PO BOX 55488
INDIANAPOLIS
,
IN
46204
PC
GENERAL SUPPORT
3,000
BIG BROTHERS BIG SISTERS OF LONG ISLAND
25 CARLE ROAD
WESTBURY
,
NY
11590
PC
GENERAL SUPPORT
500
BJ'S RESTAURANT FOUNDATION
7755 CENTER AVENUE SUITE 300
HUNTINGTON BEACH
,
CA
92647
PC
GENERAL SUPPORT
2,400
BLACK TIE DINNER INC
3824 CEDAR SPRINGS 335
DALLAS
,
TX
75219
PC
GENERAL SUPPORT
3,500
BOSTON MEDICAL CENTER
801 MASSACHUSETTS AVENUE
BOSTON
,
MA
02118
PC
GENERAL SUPPORT
5,250
BOYS & GIRLS CLUB OF SNOHOMISH COUNTY
8223 BROADWAY SUITE 100
EVERETT
,
WA
98203
PC
GENERAL SUPPORT
1,250
BRIC ARTS MEDIA BKLYN INC
647 FULTON STREET
BROOKLYN
,
NY
11217
PC
GENERAL SUPPORT
500
CAMBRIDGE HEALTH ALLIANCE
230 HIGHLAND AVENUE 5TH FLOOR
SOMERVILLE
,
MA
02143
SO I
GENERAL SUPPORT
3,500
CAMP ENCOURAGE
PO BOX 10433
KANSAS CITY
,
MO
64171
PC
GENERAL SUPPORT
1,000
CAMPS AIRY & LOUISE
5750 PARK HEIGHTS AVENUE SUITE 306
BALTIMORE
,
MD
21215
PC
GENERAL SUPPORT
360
CANCER LIFELINE
6522 FREMONT AVENUE NORTH
SEATTLE
,
WA
98103
PC
GENERAL SUPPORT
1,000
CAREER WARDROBE
444 NORTH 3RD STREET SUITE 105
PHILADELPHIA
,
PA
19123
PC
GENERAL SUPPORT
850
CATHOLIC EDUCATION FOUNDATION
12615 PARALLEL PARKWAY
KANSAS CITY
,
KS
66109
PC
GENERAL SUPPORT
2,600
CENTRAL VALLEY COMMUNITY FOUNDATION
1260 FULTON STREET SUITE 200
FRESNO
,
CA
93721
PC
GENERAL SUPPORT
925
CHILDREN'S BUREAU OF SOUTHERN CALIFORNIA
1910 MAGNOLIA AVENUE
LOS ANGELES
,
CA
90007
PC
GENERAL SUPPORT
1,250
CHILDREN'S HOSPITAL FOUNDATION
111 MICHIGAN AVENUE NORTHWEST
WASHINGTON
,
DC
20010
PC
GENERAL SUPPORT
1,000
CHILDREN'S MUSEUM OF PHOENIX
215 NORTH 7TH STREET
PHOENIX
,
AZ
85034
PC
GENERAL SUPPORT
5,000
CN EMPLOYEES AND PENSIONERS' COMMUNITY FUND
935 DE LA GAUCHETIERE WEST FLOOR 2
MONTREAL QUEBEC
H3B 2M9
CA
NC
GENERAL SUPPORT
10,000
CPR INSTITUTE
30 EAST 33RD STREET 6TH FLOOR
NEW YORK
,
NY
10016
PC
GENERAL SUPPORT
10,000
CUREDUCHENNE
1400 QUAIL STREET 110
NEWPORT BEACH
,
CA
92660
PC
GENERAL SUPPORT
300
DC VOLUNTEER LAWYERS PROJECT
5335 WISCONSIN AVENUE NORTHWEST
SUITE 440
WASHINGTON
,
DC
20015
PC
GENERAL SUPPORT
2,500
DIGITAL PROMISE GLOBAL
1001 CONNECTICUT AVENUE NORTHWEST
SUITE 935
WASHINGTON
,
DC
20036
PC
GENERAL SUPPORT
5,000
EASTER SEALS MIDWEST
11933 WESTLINE INDUSTRIAL DRIVE
ST LOUIS
,
MO
63146
PC
GENERAL SUPPORT
340
FIT
1931 STELLA LAKE DRIVE
LAS VEGAS
,
NV
89106
PC
GENERAL SUPPORT
4,250
FOSTER LOVE PROJECT
PO BOX 8779
PITTSBURGH
,
PA
15221
PC
GENERAL SUPPORT
1,000
FOSTER LOVE PROJECT
PO BOX 8779
PITTSBURGH
,
PA
15221
PC
GENERAL SUPPORT
1,000
FOUNDATION OF THE MONROE COUNTY BAR
255 EAST AVENUE 305
ROCHESTER
,
NY
14604
PC
GENERAL SUPPORT
1,520
FREEDOM SERVICE DOGS INC
7193 SOUTH DILLON COURT
ENGLEWOOD
,
CO
80112
PC
GENERAL SUPPORT
100
FRESNO AREA HISPANIC FOUNDATION
1444 FULTON STREET
FRESNO
,
CA
93721
PC
GENERAL SUPPORT
2,695
FRIENDS OF THE LOS ANGELES COUNTY LAW LIBRARY
301 WEST FIRST STREET
LOS ANGELES
,
CA
90012
PC
GENERAL SUPPORT
4,700
GIANTS COMMUNITY FUND
24 WILLIE MAYS PLAZA
SAN FRANCISCO
,
CA
94107
PC
GENERAL SUPPORT
2,250
GOTTESMAN RTW ACADEMY
146 DOVER CHESTER ROAD
RANDOLPH
,
NJ
07869
PC
GENERAL SUPPORT
500
GROW PITTSBURGH
6587 HAMILTON AVENUE 2WEST
PITTSBURGH
,
PA
15206
PC
GENERAL SUPPORT
1,000
HARLEM GROWN
1460 BROADWAY 4TH FLOOR
NEW YORK
,
NY
10036
PC
GENERAL SUPPORT
1,500
HELLO NEIGHBOR
6587 HAMILTON AVENUE 2WEST
PITTSBURGH
,
PA
15206
PC
GENERAL SUPPORT
2,500
HOMEWARD BOUND
12805 HIGHWAY 44 SUITE 400
PLYMOUTH
,
MN
55441
SO I
GENERAL SUPPORT
1,000
HOUSTON URBAN DEBATE LEAGUE
5535 MEMORIAL DRIVE SUITE F553
HOUSTON
,
TX
77007
PC
GENERAL SUPPORT
750
HUNTINGTON HOSPITAL
100 EAST CALIFORNIA BOULEVARD
PASADENA
,
CA
91105
PC
GENERAL SUPPORT
2,600
ISLAND HARVEST
126 SPAGNOLI ROAD
MELVILLE
,
NY
11747
PC
GENERAL SUPPORT
750
JACK AND JILL OF AMERICA FOUNDATION INC
1930 17TH STREET NORTHWEST
WASHINGTON
,
DC
20009
PC
GENERAL SUPPORT
500
JDRF INTERNATIONAL
60 WALNUT STREET
WELLESLEY HILLS
,
MA
02481
PC
GENERAL SUPPORT
2,500
JEWISH HOME & SENIOR LIVING FOUNDATION
302 SILVER AVENUE
SAN FRANCISCO
,
CA
94112
PC
GENERAL SUPPORT
2,500
JOHNS HOPKINS HOSPITAL - NURSING CHARITY GOLF
600 NORTH WOLFE STREET
BALTIMORE
,
MD
21287
PC
GENERAL SUPPORT
2,500
JORGE MAS CANOSA SCHOLARSHIP FUND
2147 SOUTHWEST 8TH STREET
MIAMI
,
FL
33135
PC
GENERAL SUPPORT
1,600
JUST THE BEGINNING - A PIPELINE ORGANIZATION
70 WEST MADISON SUITE 2900
CHICAGO
,
IL
60602
PC
GENERAL SUPPORT
1,000
JUSTICE AND DIVERSITY CENTER
301 BATTERY STREET 3RD FLOOR
SAN FRANCISCO
,
CA
94111
PC
GENERAL SUPPORT
2,000
LARRY WEINSTEEN
649 CORAL DRIVE
NOKOMIS
,
FL
34275
EMPLOYEE OF SUBSTANTIAL CONTRIBUTOR
I
DISASTER HARDSHIP ASSISTANCE
1,200
LATINAS FIRST FOUNDATION
1766 WEST 46TH AVENUE 11489
DENVER
,
CO
80211
PC
GENERAL SUPPORT
2,000
LAUSANNE COLLEGIATE SCHOOL
8102 MEADOW GLEN DRIVE
GERMANTOWN
,
TN
38138
PC
GENERAL SUPPORT
700
LAW SCHOOL YES WE CAN
950 SOUTH CHERRY STREET STE 508
DENVER
,
CO
80246
PC
GENERAL SUPPORT
1,500
LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW
1500 K STREET NORTHWEST SUITE 900
WASHINGTON
,
DC
20005
PC
GENERAL SUPPORT
15,000
LEADERSHIP KENTUCKY FOUNDATION
464 CHENAULT ROAD
FRANKFORT
,
KY
40601
PC
GENERAL SUPPORT
2,500
LEGAL AID FOUNDATION OF COLORADO
1120 LINCOLN STREET 701
DENVER
,
CO
80203
PC
GENERAL SUPPORT
1,205
MARY'S PLACE
PO BOX 1711
SEATTLE
,
WA
98111
PC
GENERAL SUPPORT
2,000
MEMORIAL HERMANN FOUNDATION
929 GESSNER SUITE 2650
HOUSTON
,
TX
77024
SO I
GENERAL SUPPORT
2,200
MICHIGAN PARALYZED VETERANS OF AMERICA
46701 COMMERCE CENTER DRIVE
PLYMOUTH
,
MI
48170
PC
GENERAL SUPPORT
500
MID-SOUTH FOOD BANK
3865 SOUTH PERKINS ROAD
MEMPHIS
,
TN
38118
PC
GENERAL SUPPORT
1,000
MINNESOTA INDEPENDENCE COLLEGE & COMMUNITY
7501 LOGAN AVENUE SOUTH
RICHFIELD
,
MN
55423
PC
GENERAL SUPPORT
2,000
MIRACLE CORNERS OF THE WORLD
102 EAST 30TH STREET
NEW YORK
,
NY
10016
PC
GENERAL SUPPORT
350
MOMENTUM FOR MENTAL HEALTH
438 NORTH WHITE ROAD
SAN JOSE
,
CA
95127
PC
GENERAL SUPPORT
1,000
MONTEFIORE MEDICAL CENTER
111 EAST 210TH STREET
BRONX
,
NY
10467
PC
GENERAL SUPPORT
3,670
MOVE FOR HUNGER
4 HENDRICKSON AVENUE SUITE 4
RED BANK
,
NJ
07701
PC
GENERAL SUPPORT
500
MOVE UNITED
451 HUNGERFORD DRIVE SUITE 608
ROCKVILLE
,
MD
20850
PC
GENERAL SUPPORT
2,500
NASHVILLE WINE AUCTION
1069 WALNUT BEND LANE
BRENTWOOD
,
TN
37027
PC
GENERAL SUPPORT
1,000
NASHVILLE WINE AUCTION
1069 WALNUT BEND LANE
BRENTWOOD
,
TN
37027
PC
GENERAL SUPPORT
1,000
NASSAU SUFFOLK LAW SERVICES COMMITTEE INC
1757 VETERANS HIGHWAY STREET 50
ISLANDIA
,
NY
11749
PC
GENERAL SUPPORT
500
NATIONAL IMMIGRANT JUSTICE CENTER
208 S LASALLE STREET SUITE 1300
CHICAGO
,
IL
60604
PC
GENERAL SUPPORT
7,500
NORTH CAROLINA BAR FOUNDATION
8000 WESTON PARKWAY
CARY
,
NC
27513
PC
GENERAL SUPPORT
2,500
NORWALK HOSPITAL FOUNDATION
34 MAPLE STREET
NORWALK
,
CT
06856
PC
GENERAL SUPPORT
1,000
OPTIONS FOR ALL INC
5050 MURPHY CANYON ROAD SUITE 220
SAN DIEGO
,
CA
92123
PC
GENERAL SUPPORT
1,000
OUR LADY OF HOPE CATHOLIC SCHOOL
46633 ALGONKIAN PARKWAY
POTOMAC FALLS
,
VA
20165
PC
GENERAL SUPPORT
250
PANDA CARES FOUNDATION
1683 WALNUT GROVE AVENUE
ROSEMEAD
,
CA
91770
PC
GENERAL SUPPORT
8,500
PARTNERS FOR WOMEN AND JUSTICE
650 BLOOMFIELD AVENUE SUITE 209
BLOOMFIELD
,
NJ
07003
PC
GENERAL SUPPORT
500
PARTNERSHIP TO END ADDICTION
155 EAST 44TH STREET SUITE 1915
NEW YORK
,
NY
10017
PC
GENERAL SUPPORT
1,500
PAWS OF WAR
127 SMITHTOWN BOULEVARD
NESCONSET
,
NY
11776
PC
GENERAL SUPPORT
500
PELOTONIA
450 WEST BROAD STREET
COLUMBUS
,
OH
43215
PC
GENERAL SUPPORT
4,000
PENNSYLVANIA INNOCENCE PROJECT
1515 MARKET STREET SUITE 300
PHILADELPHIA
,
PA
19102
PC
GENERAL SUPPORT
852
PORTO CHARITIES INC
10660 PAGE AVENUE 4446
FAIRFAX
,
VA
22038
PC
GENERAL SUPPORT
1,500
POWERPLAY NYC INC
4 WEST 43RD STREET SUITE 309
NEW YORK
,
NY
10036
PC
GENERAL SUPPORT
1,500
PULMONARY FIBROSIS FOUNDATION
230 EAST OHIO STREET SUITE 500
CHICAGO
,
IL
60611
PC
GENERAL SUPPORT
200
RED GALA FOUNDATION
1300 SOUTHWEST 5TH AVENUE SUITE
2050
PORTLAND
,
OR
97201
PC
GENERAL SUPPORT
2,500
RENASCENSE INC
215 CLAYTON STREET
MONTGOMERY
,
AL
36104
PC
GENERAL SUPPORT
1,000
RISING FOR JUSTICE
901 4TH STREET NORTHWEST SUITE 6000
WASHINGTON
,
DC
20001
PC
GENERAL SUPPORT
1,000
SAINT THOMAS MORE
268 PARK STREET
NEW HAVEN
,
CT
06511
PC
GENERAL SUPPORT
500
SAMUEL S FLEISHER ART MEMORIAL
719 CATHARINE STREET
PHILADELPHIA
,
PA
19107
PC
GENERAL SUPPORT
2,500
SAN DIEGO LA RAZA LAWYERS ASSOCIATION SCHOLARSHIP FUND
600 B STREET SUITE 1500
SAN DIEGO
,
CA
92101
PC
GENERAL SUPPORT
1,650
SAN FRANCISCO-MARIN FOOD BANK
900 PENNSYLVANIA AVENUE
SAN FRANCISCO
,
CA
94107
PC
GENERAL SUPPORT
2,500
SARRC
300 NORTH 18TH SREET
PHOENIX
,
AZ
85006
PC
GENERAL SUPPORT
3,000
SAVE THE CHILDREN FEDERATION
501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD
,
CT
06825
PC
GENERAL SUPPORT
2,000
SOUTH FLORIDA PROGRESS FOUNDATION
ONE SOUTH EAST 3RD AVENUE SUITE
1410
MIAMI
,
FL
33131
PC
GENERAL SUPPORT
2,500
SPECIAL OLYMPICS WASHINGTON
2815 2ND AVENUE SUITE 370
SEATTLE
,
WA
98121
PC
GENERAL SUPPORT
2,000
ST JOHN'S WELL CHILD & FAMILY CENTER
808 WEST 58TH STREET
LOS ANGELES
,
CA
90037
PC
GENERAL SUPPORT
1,000
ST LOUIS BAR FOUNDATION
555 WASHINGTON AVENUE SUITE 100
ST LOUIS
,
MO
63101
PC
GENERAL SUPPORT
10,000
ST LOUIS BAR FOUNDATION
555 WASHINGTON AVENUE SUITE 100
ST LOUIS
,
MO
63101
PC
GENERAL SUPPORT
400
SUN RIVER HEALTH FOUNDATION
55 SOUTH BROADWAY
TARRYTOWN
,
NY
10591
PC
GENERAL SUPPORT
2,500
TEXAS CHILDREN'S HOSPITAL
PO BOX 300630
HOUSTON
,
TX
77230
PC
GENERAL SUPPORT
1,500
THE A&F CHALLENGE FUND AT GROUNDWORK GROUP
445 HUTCHINSON AVENUE SUITE 140
COLUMBUS
,
OH
43235
PC
GENERAL SUPPORT
4,400
THE BALDWIN SOCIETY SUPPORTING OLDER ADULTS
200 CHESTER STREET SUITE 213
BIRMINGHAM
,
MI
48009
PC
GENERAL SUPPORT
3,000
THE BRIDGE INC
290 LENOX AVENUE 3RD FLOOR
NEW YORK
,
NY
10027
PC
GENERAL SUPPORT
2,090
THE COLLEGE OF LABOR AND EMPLOYMENT LAWYERS
1997 ANNAPOLIS EXCHANGE PARKWAY
SUITE 300
ANNAPOLIS
,
MD
21401
PC
GENERAL SUPPORT
450
THE FUND FOR LEGAL AID
111 NORTH 5TH STREET SUITE 100
MINNEAPOLIS
,
MN
55403
PC
GENERAL SUPPORT
1,200
THE FUND FOR LEGAL AID
111 NORTH 5TH STREET SUITE 100
MINNEAPOLIS
,
MN
55403
PC
GENERAL SUPPORT
800
THE OPPORTUNITY NETWORK
85 BROAD STREET 6TH FLOOR
NEW YORK
,
NY
10004
PC
GENERAL SUPPORT
1,250
THE PUBLIC INTEREST LAW FOUNDATION
55 WEST 12TH AVENUE
COLUMBUS
,
OH
43210
PC
GENERAL SUPPORT
500
THE SALVATION ARMY
30840 HAWTHORNE BOULEVARD
RANCHO PALOS VERDES
,
CA
90275
PC
GENERAL SUPPORT
3,000
THE TREVOR PROJECT
PO BOX 69232
WEST HOLLYWOOD
,
CA
90069
PC
GENERAL SUPPORT
2,500
TOOL BANK USA - PHOENIX
3531 EAST CORONA AVENUE
PHOENIX
,
AZ
85040
PC
GENERAL SUPPORT
500
TRUE COLORS UNITED
890 WEST END AVENUE SUITE 1A
NEW YORK
,
NY
10025
PC
GENERAL SUPPORT
2,500
ULTA BEAUTY CHARITABLE FOUNDATION
1000 REMINGTON BOULEVARD SUITE 120
BOLINGBROOK
,
IL
60440
PC
GENERAL SUPPORT
1,000
UMKC LAW FOUNDATION
500 EAST 52ND STREET
KANSAS CITY
,
MO
64110
PC
GENERAL SUPPORT
450
UNCF
1805 7TH STREET NORTHWEST
WASHINGTON
,
DC
20001
PC
GENERAL SUPPORT
200
UNICEF
125 MAIDEN LANE
NEW YORK
,
NY
10038
PC
GENERAL SUPPORT
25,000
UNIVERSITY CITY SCIENCE CENTER
3675 MARKET STREET SUITE 400
PHILADELPHIA
,
PA
19104
PC
GENERAL SUPPORT
1,300
UPLIFT CENTER FOR GRIEVING CHILDREN
3300 HENRY AVENUE SUITE 102
PHILADELPHIA
,
PA
19129
PC
GENERAL SUPPORT
1,707
USHER 1F COLLABORATIVE INC
321 WALNUT STREET 228
NEWTONVILLE
,
MA
02460
PC
GENERAL SUPPORT
2,500
VOORHEES ANIMAL ORPHANAGE
419 COOPER ROAD
VOORHEES
,
NJ
08043
PC
GENERAL SUPPORT
100
WEST CONTRA COSTA COUNTY UNIFIED SCHOOL DISTRICT
2300 CLAYTON ROAD SUITE 520
CALIFORNIA
,
CA
94520
PC
GENERAL SUPPORT
2,025
WHIRLPOOL COLLECTIVE IMPACT FUND
80 W MAIN STREET
BENTON HARBOR
,
MI
49022
SO I
GENERAL SUPPORT
8,274
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD
BRONX
,
NY
10460
PC
GENERAL SUPPORT
1,750
WINTERS CENTER FOR AUTISM
120 NANCY STREET
WEST BABYLON
,
NY
11704
PC
GENERAL SUPPORT
700
WISH EDUCATION FOUNDATION
21380 CENTRE POINT PARKWAY
SANTA CLARITA
,
CA
91350
PC
GENERAL SUPPORT
3,750
WOMANKIND
42 BROADWAY SUITE 1836
NEW YORK
,
NY
10004
PC
GENERAL SUPPORT
1,400
WOMEN'S CENTER OF TARRANT COUNTY
1723 HEMPHILL STEET
FORT WORTH
,
TX
76110
PC
GENERAL SUPPORT
500
WORLD CENTRAL KITCHEN
200 MASS AVENUE NORTHWEST 7TH FLOOR
WASHINGTON
,
DC
20001
PC
GENERAL SUPPORT
1,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300
JACKSONVILLE
,
FL
32256
PC
GENERAL SUPPORT
100
YMCA OF METROPOLITAN HARTFORD INC
50 STATE HOUSE SQUARE 2ND FLOOR
HARTFORD
,
CT
06103
PC
GENERAL SUPPORT
100
Total
.................................
3a
319,106
b
Approved for future payment
Total
.................................
3b
0
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
...........
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
0
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
0
(See worksheet in line 13 instructions to verify calculations.)
Part 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.
2023-08-31
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
SARAH REDDEN
Preparer's Signature
Date
Check if self-
employed
PTIN
P00898534
Firm's name
DELOITTE TAX LLP
Firm's EIN
86-1065772
Firm's address
50 SOUTH SIXTH STREET
MINNEAPOLIS
,
MN
55402
Phone no.
(612) 397-4000
Form
990-PF
(2022)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description