Instrumentl eFile Render
Object ID: 202033219349107808 - Rendered 2024-04-27
TIN: 94-6182697
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
MULAGO FOUNDATION
C/O ARNHOLD LLC
Number and street (or P.O. box number if mail is not delivered to street address)
1370 AVENUE OF THE AMERICAS FL 31
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK
,
NY
10019
A Employer identification number
94-6182697
B
Telephone number (see instructions)
(212) 651-3711
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)
$
375,564,503
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)
806,160
2
Check
.............
3
Interest on savings and temporary cash investments
2,017
2,017
4
Dividends and interest from securities
...
2,016,691
2,016,691
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
5,954,557
b
Gross sales price for all assets on line 6a
36,080,945
7
Capital gain net income (from Part IV, line 2)
...
5,954,557
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)
.......
13,129,161
12,794,020
0
12
Total.
Add lines 1 through 11
........
21,908,586
20,767,285
0
13
Compensation of officers, directors, trustees, etc.
356,826
0
0
356,826
14
Other employee salaries and wages
......
982,481
0
0
982,481
15
Pension plans, employee benefits
.......
215,977
0
0
215,977
16a
Legal fees (attach schedule)
.........
20
0
0
20
b
Accounting fees (attach schedule)
.......
154,833
77,417
0
77,416
c
Other professional fees (attach schedule)
....
1,778,996
1,778,996
0
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
108,015
50,000
0
0
19
Depreciation (attach schedule) and depletion
...
6,534
0
0
20
Occupancy
..............
97,400
0
0
97,400
21
Travel, conferences, and meetings
.......
277,458
0
0
277,458
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
225,289
150
0
225,139
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
4,203,829
1,906,563
0
2,232,717
25
Contributions, gifts, grants paid
.......
19,390,288
19,390,288
26
Total expenses and disbursements.
Add lines 24 and 25
23,594,117
1,906,563
0
21,623,005
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-1,685,531
b
Net investment income
(if negative, enter -0-)
18,860,722
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
681,223
206,764
206,764
2
Savings and temporary cash investments
.........
30,280,969
23,358,985
23,358,985
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)
.......
70,280,555
63,414,338
63,573,980
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)
..........
272,757,802
283,624,696
283,068,920
14
Land, buildings, and equipment: basis
55,505
Less: accumulated depreciation (attach schedule)
7,312
18,720
48,193
48,193
15
Other assets (describe
)
4,670,629
5,307,661
5,307,661
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
378,689,898
375,960,637
375,564,503
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
........
378,689,898
375,960,637
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
378,689,898
375,960,637
30
Total liabilities and net assets/fund balances
(see instructions)
.
378,689,898
375,960,637
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
378,689,898
2
Enter amount from Part I, line 27a
.....................
2
-1,685,531
3
Other increases not included in line 2 (itemize)
3
310,540
4
Add lines 1, 2, and 3
..........................
4
377,314,907
5
Decreases not included in line 2 (itemize)
5
1,354,270
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
375,960,637
Form
990-PF
(2019)
Form 990-PF (2019)
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
PER BOOKS OF FOUNDATION
P
b
CAPITAL GAINS DIVIDENDS
P
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
34,731,491
30,126,388
4,605,103
b
1,349,454
1,349,454
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
4,605,103
b
1,349,454
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
5,954,557
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
20,308,661
391,062,007
0.051932
2017
18,365,280
412,585,223
0.044513
2016
13,525,794
377,155,117
0.035863
2015
15,794,384
377,247,839
0.041867
2014
9,146,565
229,380,803
0.039875
2
Total
of line 1, column (d)
.....................
2
0.214050
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.042810
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
374,228,307
5
Multiply line 4 by line 3
......................
5
16,020,714
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
188,607
7
Add lines 5 and 6
........................
7
16,209,321
8
Enter qualifying distributions from Part XII, line 4
,.............
8
23,223,005
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
188,607
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
188,607
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
188,607
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
500,000
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
500,000
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
311,393
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
311,393
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.MULAGOFOUNDATION.ORG
14
The books are in care of
THE FOUNDATION
Telephone no.
(212) 651-3711
Located at
1370 AVENUE OF THE AMERICAS
NEW YORK
NY
ZIP+4
10019
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 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
No
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
JOHN P ARNHOLD
PRESIDENT & TREASURER
5.00
0
0
0
1370 AVENUE OF THE AMERICAS
NEW YORK
,
NY
10019
CHRISTA DORREGO
SECRETARY
10.00
0
0
0
1370 AVENUE OF THE AMERICAS
NEW YORK
,
NY
10019
KEVIN STARR
MANAGING DIRECTOR
40.00
356,826
27,913
0
1370 AVENUE OF THE AMERICAS
NEW YORK
,
NY
10019
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
LAURA HATTENDORF
HEAD OF INVESTMENTS
40.00
262,924
24,600
0
1370 AVENUE OF THE AMERICAS
NEW YORK
,
NY
10019
KRISTIN GILLIS
SENIOR INVESTMENT PA
40.00
210,833
25,065
0
1370 AVENUE OF THE AMERICAS
NEW YORK
,
NY
10019
MARIA ELENA FRANCO
FELLOWS MANAGER
40.00
130,000
9,106
0
1370 AVENUE OF THE AMERICAS
NEW YORK
,
NY
10019
SARAH MIERS
INVESTMENT PARTNER
40.00
130,000
8,139
0
1370 AVENUE OF THE AMERICAS
NEW YORK
,
NY
10019
ALEXANDER HUGHES-SMITH
EXECUTIVE MANAGER
40.00
87,500
6,137
0
1370 AVENUE OF THE AMERICAS
NEW YORK
,
NY
10019
Total
number of other employees paid over $50,000
...................
3
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
ARNHOLD LLC
ADVISORY SERVICES
1,618,186
1370 AVENUE OF THE AMERICAS
NEW YORK
,
NY
10019
BERNIE TERSHY
CONSULTING
64,525
PO BOX 3764
TELLURIDE
,
CO
81435
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
KOMAZA GROUP FPC - LOAN TO GET RURAL AFRICAN DRYLAND FAMILIES OUT OF EXTREME POVERTY THROUGH AN AGRICULTURAL PROGRAM PROVIDING FARMERS WITH COMPREHENSIVE FARM INPUTS AND SUPPORT.
500,000
2
BABBAN GONA FARMER SERVICES LIMITED - LOAN TO INCREASE THE YIELD AND NET INCOME OF SMALLHOLDER FARMERS IN NORTHERN NIGERIA.
500,000
All other program-related investments. See instructions.
3
600,000
Total.
Add lines 1 through 3
.........................
1,600,000
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
64,611,273
b
Average of monthly cash balances
.......................
1b
32,247,022
c
Fair market value of all other assets (see instructions)
................
1c
283,068,920
d
Total
(add lines 1a, b, and c)
.........................
1d
379,927,215
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
379,927,215
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
5,698,908
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
374,228,307
6
Minimum investment return.
Enter 5% of line 5
..................
6
18,711,415
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
18,711,415
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
188,607
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
66,213
c
Add lines 2a and 2b
............................
2c
254,820
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
18,456,595
4
Recoveries of amounts treated as qualifying distributions
................
4
857,830
5
Add lines 3 and 4
............................
5
19,314,425
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
19,314,425
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
21,623,005
b
Program-related investments—total from Part IX-B
..................
1b
1,600,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
23,223,005
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
188,607
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
23,034,398
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
19,314,425
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
11,363,648
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
23,223,005
a
Applied to 2018, but not more than line 2a
11,363,648
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 2019 distributable amount
.....
11,859,357
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
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
0
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
7,455,068
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
AFRICA HEALTH PLACEMENTS
160 JAN SMUTS AVENUE ROSEBANK
JOHANNESBURG
SF
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
100,000
AMANI GLOBAL WORKS
5 W 125TH STREET
NEW YORK
,
NY
10027
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
150,000
ASSOCIACAO DE PESQUISA
RUA SANTA MARIA NO42
GARCA TORTA AL
BR
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
AUNG KYAW THEIN
7C SHWE PADAUK CONDO MYAY NU STREET
SANCHUANG TOWNSHIP
,
YANGON
BM
NOT CLASSIFIED
EXEMPT PURPOSE OF ORGANIZATION
50,000
BLUE VENTURES CONSERVATION
39-41 NORTH ROAD
LONDON
UK
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
300,000
BLUEYOU CONSULTING AG
BINZSTRASSE 23 8045
ZURICH
SZ
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
BRIDGES TO PROSPERITY
1031 33RD STREET
DENVER
,
CO
80205
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
CHANCEN INTERNATIONAL GGMBH
KIMIRONKO KG 165 ST NO 21
KIGALI
RW
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
COMMUNITY MARKETS FOR CONSERVATION LTD (COMACO)
POSTNET 397P/BAG E891 MANDA HILL
LUSAKA
ZA
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
600,000
CONSERVATION INTERNATIONAL
2011 CRYSTAL DRIVE
ARLINGTON
,
VA
22202
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
1,000,000
CONSERVATION THROUGH PUBLIC HEALTH
PLOT 3 MAPEERA LANE URINGE CRESCENT
ENTEBBE PO BOX 75298
CLOCK TOWER
UG
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
COWTRIBES TECHNOLOGIES LTD
OUT ADZIN ROAD
ACCRA
GH
NOT CLASSIFIED
EXEMPT PURPOSE OF ORGANIZATION
50,000
DEVELOPMENT MEDIA INTERNATIONAL
UNIT R RELIANCE WHARF HERTFORD ROAD
LONDON
UK
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
400,000
DIGITAL GREEN FOUNDATION
650 CALIFORNIA ST 7TH FLOOR
SAN FRANCISCO
,
CA
94108
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
200,000
D-REV
695 MINNESOTA STREET
SAN FRANCISCO
,
CA
94107
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
200,000
EARTHENABLE INC
KG 676 STREET
KIGALI
RW
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
200,000
ECOBANK LIBERIA LIMITED
11TH STREET
MONROVIA
LI
EXEMPT PURPOSE OF ORGANIZATION
25,000
EDUCATE GIRLS
4011 RELIABLE BUSINESS CENTER
MUMBAI
IN
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
300,000
EDUCATE
147 PRINCE ST
BROOKLYN
,
NY
11201
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
100,000
EMERGING PUBLIC LEADERS
1110 VERMONT AVENUE NW 500
WASHINGTON
,
DC
20005
NOT CLASSIFIED
EXEMPT PURPOSE OF ORGANIZATION
100,000
FARMERLINE LTD
NO 7 SAPELE LOOP
KOKOMLEMLE
,
ACCRA
GH
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
FOOD FOR EDUCATION
PO BOX 65737-00607
NAIROBI
KE
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
FOUNDATION FOR ECOLOGICAL SECURITY
C/O FIRST FLIGHT COURIER LTD UG-02
SHIVASHRAY COMPLEX NR LAX
IN
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
150,000
FRIENDS OF THE EARTH AUSTRALIA
312 SMITH STREET
COLLINGWOOD
,
VICTORIA
3066
AS
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
FRIENDSHIP BENCH
PO BOX CY105
HARARE
ZI
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
FROST METHANE LABS CO
344 20TH STREET
OAKLAND
,
CA
94612
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
GLOBAL HEALTH CORPS INC
5 PENN PLAZA
NEW YORK
,
NY
10001
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
100,000
HEALTH WRIGHTS
PO BOX 1344
PALO ALTO
,
CA
94302
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
25,000
HEALTHY KIDS BRIGHTER FUTURE INC
PO BOX 382
BRUSWICK
,
ME
04011
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
200,000
ID INSIGHT INC
PO BOX 689
SAN FRANCISCO
,
CA
94104
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
150,000
IMAGINE WORLDWIDE
350 JACKSON STREET APT 401
SAN FRANCISCO
,
CA
94111
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
IMPACT MATTERS
1460 BROADWAY
NEW YORK
,
NY
10036
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
82,000
INTEGRATE HEALTH
PO BOX 605
MEDWAY
,
MA
02053
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
200,000
JOAN & SANFORD I WEILL MEDICAL
1300 YORK AVENUE
NEW YORK
,
NY
10065
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
147,000
KHEYTI INC
444 WASHINGTON BLVD 4313
NEW YORK
,
NY
10027
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
151,000
LAST MILE HEALTH
PO BOX 130122
BOSTON
,
MA
02113
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
300,000
LEGADO
PO BOX 173
JACKSON
,
NH
03846
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
LIVELY MINDS
PO BOX 72928
LONDON
N13 4TL
UK
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
LIVING GOODS
220 HALLECK STREET
SAN FRANCISCO
,
CA
94129
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
300,000
LUMINOS FUND
745 ATLANTIC AVENUE
BOSTON
,
MA
02111
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
150,000
LWALA COMMUNITY ALLIANCE
PO BOX 60688
NASHVILLE
,
TN
37206
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
MADAGASIKARA VOAKAJY
LOT II F 14 P BIS A ANDRAISORO
ANTANANARIVO
BP 5181
MA
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,288
MALIASILI INTIATIVES INC
PO BOX 293
UNDERHILL
,
VT
05489
PRIVATE FOUNDATION
EXEMPT PURPOSE OF ORGANIZATION
150,000
MASS DESIGN GROUP
334 BOYLSTON STREET
BOSTON
,
MA
02116
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
200,000
MDAAS GLOBAL CORP
55 ABA JOHNSON CRESCENT
IKEJA
NI
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
MEAT NATURALLY PTY
301 HERITAGE HOUSE 20 DREYER STREET
CLAREMONT CAPE TOWN
7735
SF
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
MEDIC MOBILE
36 CLYDE STREET
SAN FRANCISCO
,
CA
94107
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
300,000
MIRACLE FEET
107 CONNER DRIVE STE 230
CHAPEL HILL
,
NC
27514
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
MOTHERS 2 MOTHERS INTERNATIONAL
33 MARIN HAMMERSCHLAG WAY 5TH FLOOR
FORESHORE 8001
CAPE TOWN
SF
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
300,000
MUSO INC
3254 19TH STREET
SAN FRANCISCO
,
CA
94110
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
300,000
MYAGRO FARMS
PO BOX 292131
LOS ANGELES
,
CA
90029
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
300,000
NEXLEAF ANALYTICS
2356 PELHAM AVENUE
LOS ANGELES
,
CA
90064
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
200,000
NIA TERO FOUNDATION
501 E PINE STREET
SEATTLE
,
WA
98122
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
5,000,000
NO MEANS NO WORLDWIDE
921 FRONT STREET 204
SAN FRANCISCO
,
CA
94111
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
150,000
NOORA HEALTH
855 EL CAMINO REAL
PALO ALTO
,
CA
94301
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
200,000
OCEAN OUTCOMES
PO BOX 11505
PORTLAND
,
OR
97211
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
ONE ACRE FUND
1742 TATUM STREET
FALCON HEIGHTS
,
MN
55113
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
300,000
ONE HEART WORLD-WIDE
1818 PACHECO STREET
SAN FRANCISCO
,
CA
94116
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
300,000
PANORAMA GLOBAL
2101 4TH AVENUE SUITE 2100
SEATTLE
,
WA
98121
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
60,000
PIVOTWORKS
800 BOYLSTON STREET STE 300
BOSTON
,
MA
02199
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
PRAEKELT FOUNDATION NPC
44 STANLEY AVENUE
MILPARK
,
JOHANNESBURG
2092
SF
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
250,000
PRECISION AGRICULTURE FOR DEVELOPMENT
32 ATLANTIC AVENUE PILOT HOUSE-LEWI
WHARF
BOSTON
,
MA
02110
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
150,000
PROJECT HEALTHY CHILDREN
125 CAMBRIDGE PARK DRIVE 301
CAMBRIDGE
,
MA
02140
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
200,000
PROXIMITY DESIGNS
1107 FAIR OAKS AVENUE
SOUTH PASADENA
,
CA
91030
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
300,000
RAINFOREST ALLIANCE
125 BROAD STREET 9TH FLOOR
NEW YORK
,
NY
10004
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
RAINFOREST TRUST
PO BOX 841
WARRENTON
,
VA
20188
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
RARE INC
1310 N COURTHOUSE ROAD SUITE 110
ARLINGTON
,
VA
22201
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
100,000
RISING INTERNATIONAL
56B MAIN MOTOR ROAD SIGNAL HILL
FREETOWN
SL
NOT CLASSIFIED
EXEMPT PURPOSE OF ORGANIZATION
50,000
ROOT CAPITAL
955 MASSACHUSETTS AVENUE
CAMBRIDGE
,
MA
02139
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
200,000
SAHA GLOBAL INC
26 WEST BROADWAY
BOSTON
,
MA
02127
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
200,000
SANERGY
SAMMER AFRICA ENTERPRISE ROAD
NAIROBI
KE
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
200,000
SANITATION HEALTH RIGHTS IN INDIA
48 FAIRWAY OAKS DRIVE
NEW ORLEANS
,
LA
70131
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
SAVE THE WAVES COALITION
849 ALMAR AVE SUITE C 163
SANTA CRUZ
,
CA
95060
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
SAVELIFE FOUNDATION
D10 1ST FLOOR HARSHA LANE NIZAMUDDI
EAST
NEW DELHI
,
DELHI
110013
IN
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
150,000
SEMILLA NUEVA
7 AVENIDA 14-44 ZONA 9
EDIFICIO LA GALERIA OFICI
GT
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
150,000
SOCIAL FINANCE
10 MILK STREET SUITE 1010
BOSTON
,
MA
02108
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
250,000
STICHTING SED FUND
FLUWELEN BURGWAL 58
DEN HAAG
2511 CJ
NL
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
STRONGMINDS INC
PO BOX 615
MAPLEWOOD
,
NJ
07040
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
200,000
THE BOMA FUND
PO BOX 1865
MANCHESTER CENTER
,
VT
05255
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
300,000
THE INTERNATIONAL LAND AND FOREST TENURE FACILITY
FRANZENGATAN 6 5TH FLOOR 112 51
STOCKHOLM
SW
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
THE NUDGE FOUNDATION
NUDGEVILLE C9 1ST C MAIN ROAD
SECTOR 6
BANGALORE
560102
IN
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
UBONGO
PO BOX 66647 1ST FLOOR FSM HOUSE
614 KIMWERI AVENUE
MSASANI DAR ES SALAAM
TZ
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
150,000
URGEWALD
VON GALEN STR 4
SASSENBERG
48336
GM
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
VILLAGEREACH
2900 EASTLAKE AVENUE EAST
SEATTLE
,
WA
98102
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
300,000
VISION SPRING
322 8TH AVENUE
NEW YORK
,
NY
10001
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
300,000
WARC GROUP LLC
30 BATTERY STREET
FREETOWN
SL
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
WATER SANITATION FOR THE URBAN POOR
FLEET HOUSE 8-12 NEW BRIDGE STREET
LONDON
EC4V 6AL
UK
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
300,000
WATSI INC
2132 FOLSOM STREET SUITE 2
SAN FRANCISCO
,
CA
94110
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
150,000
WILDAID INC
333 PINE STREET SUITE 300
SAN FRANCISCO
,
CA
94104
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
WILDLIFE DIRECT KENYA
PO BOX 24467
NAIROBI
00502
KE
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
WORLD FISH MIGRATION FOUNDATION
F LEGGERSTRAAT 14 9728 VS
GRONINGEN
NL
FOREIGN CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
WORLD RESOURCES INSTITUTE
10 G STREET NE SUITE 800
WASHINGTON
,
DC
20002
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
150,000
YALE MULAGO FELLOWSHIP CORPORATION
PO BOX 208030
NEW HAVEN
,
CT
06520
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
50,000
YOUNG LOVE
PLOT 14446 KAMUSHONGO ROAD
GABORONE WEST INDUSTRIAL
BC
PUBLIC CHARITY
EXEMPT PURPOSE OF ORGANIZATION
200,000
Total
.................................
3a
19,390,288
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
2,017
4
Dividends and interest from securities
....
14
2,016,691
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
.....
525990
335,141
14
12,794,020
8
Gain or (loss) from sales of assets other than
inventory
............
18
5,954,557
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)
..
335,141
20,767,285
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
21,102,426
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description