Instrumentl eFile Render
Object ID: 202141369349100824 - Rendered 2024-05-05
TIN: 13-6082357
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
20
Open to Public Inspection
For calendar year 2020, or tax year beginning
01-01-2020
, and ending
12-31-2020
Name of foundation
EXXONMOBIL FOUNDATION
% Jeffrey Sengele
Number and street (or P.O. box number if mail is not delivered to street address)
1735 HUGHES LANDING HHL W 04 N162
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
THE WOODLANDS
,
TX
773801688
A Employer identification number
13-6082357
B
Telephone number (see instructions)
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)
$
180,827,902
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)
43,513,282
2
Check
.............
3
Interest on savings and temporary cash investments
214,825
214,825
0
4
Dividends and interest from securities
...
0
0
0
5a
Gross rents
............
5,000,000
5,000,000
0
b
Net rental income or (loss)
5,000,000
6a
Net gain or (loss) from sale of assets not on line 10
-32,878,790
b
Gross sales price for all assets on line 6a
182,522,500
7
Capital gain net income (from Part IV, line 2)
...
143,208,442
8
Net short-term capital gain
.........
9
Income modifications
...........
0
10a
Gross sales less returns and allowances
0
b
Less: Cost of goods sold
....
0
c
Gross profit or (loss) (attach schedule)
.....
0
0
11
Other income (attach schedule)
.......
0
0
0
12
Total.
Add lines 1 through 11
........
15,849,317
148,423,267
0
13
Compensation of officers, directors, trustees, etc.
0
0
0
0
14
Other employee salaries and wages
......
0
0
0
0
15
Pension plans, employee benefits
.......
0
0
0
0
16a
Legal fees (attach schedule)
.........
0
0
0
0
b
Accounting fees (attach schedule)
.......
0
0
0
0
c
Other professional fees (attach schedule)
....
90,160
0
0
90,160
17
Interest
...............
0
0
0
0
18
Taxes (attach schedule) (see instructions)
...
2,900,000
0
0
0
19
Depreciation (attach schedule) and depletion
...
0
2,551,872
0
20
Occupancy
..............
0
0
0
0
21
Travel, conferences, and meetings
.......
0
0
0
0
22
Printing and publications
..........
0
0
0
0
23
Other expenses (attach schedule)
.......
0
0
0
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
2,990,160
2,551,872
0
90,160
25
Contributions, gifts, grants paid
.......
31,517,143
51,389,097
26
Total expenses and disbursements.
Add lines 24 and 25
34,507,303
2,551,872
0
51,479,257
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-18,657,986
b
Net investment income
(if negative, enter -0-)
145,871,395
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2020)
Form 990-PF (2020)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
0
50,597,624
50,597,624
2
Savings and temporary cash investments
.........
124,190,278
124,190,278
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)
.....
0
0
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
0
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
2,000,000
0
0
b
Investments—corporate stock (attach schedule)
.......
0
c
Investments—corporate bonds (attach schedule)
.......
0
11
Investments—land, buildings, and equipment: basis
6,040,000
Less: accumulated depreciation (attach schedule)
0
221,040,000
6,040,000
6,040,000
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
0
14
Land, buildings, and equipment: basis
0
Less: accumulated depreciation (attach schedule)
0
0
0
0
15
Other assets (describe
)
0
0
0
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
223,040,000
180,827,902
180,827,902
17
Accounts payable and accrued expenses
..........
0
0
18
Grants payable
.................
33,857,779
10,265,092
19
Deferred revenue
.................
0
0
20
Loans from officers, directors, trustees, and other disqualified persons
0
0
21
Mortgages and other notes payable (attach schedule)
......
0
22
Other liabilities (describe
)
0
0
23
Total liabilities
(add lines 17 through 22)
.........
33,857,779
10,265,092
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
189,182,221
170,562,810
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
189,182,221
170,562,810
30
Total liabilities and net assets/fund balances
(see instructions)
.
223,040,000
180,827,902
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
189,182,221
2
Enter amount from Part I, line 27a
.....................
2
-18,657,986
3
Other increases not included in line 2 (itemize)
3
38,575
4
Add lines 1, 2, and 3
..........................
4
170,562,810
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
170,562,810
Form
990-PF
(2020)
Form 990-PF (2020)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
Real Estate in Fairfax, VA
D
2015-08-07
2020-06-30
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
182,522,500
0
39,314,058
143,208,442
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
0
0
143,208,442
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
143,208,442
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1
Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved
...........................
2
3
Reserved
...........................
3
4
Reserved
...........................
4
5
Reserved
...........................
5
6
Reserved
...........................
6
7
Reserved
...........................
7
8
Reserved
,..........................
8
Form
990-PF
(2020)
Form 990-PF (2020)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Reserved
................................
1
2,027,612
c
All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
2,027,612
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
2,027,612
6
Credits/Payments:
a
2020 estimated tax payments and 2019 overpayment credited to 2020
6a
2,979,524
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
2,979,524
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
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
951,912
11
Enter the amount of line 10 to be:
Credited to 2021 estimated tax
100,000
Refunded
11
851,912
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 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
Yes
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
DC
,
NJ
,
NY
,
TX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2020)
Form 990-PF (2020)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
[email protected]
14
The books are in care of
Exxon Mobil Corporation
Telephone no.
(832) 624-6183
Located at
1735 HUGHES LANDING HHL W 04 N162
THE WOODLANDS
TX
ZIP+4
773801688
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2020?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2020?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
Yes
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
2016
,
2017
,
2018
,
2019
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2020 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2020.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
4b
No
Form
990-PF
(2020)
Form 990-PF (2020)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
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
Z J Atanas
Controller
1.00
0
0
0
5959 Las Colinas Boulevard
Irving
,
TX
75039
B Carreno
Asst. Treasurer
1.00
0
0
0
5959 Las Colinas Boulevard
Irving
,
TX
75039
M A Clouthier
Asst. Secretary
1.00
0
0
0
5959 Las Colinas Boulevard
Irving
,
TX
75039
H M Comer
Treasurer
1.00
0
0
0
5959 Las Colinas Boulevard
Irving
,
TX
75039
T Ewherido
Trustee
0.00
0
0
0
22777 Springwoods Village Parkway
Spring
,
TX
77389
N A Hansen
Trustee
0.00
0
0
0
5959 Las Colinas Boulevard
Irving
,
TX
75039
W F Holbrook
Exec. Director
0.00
0
0
0
5959 Las Colinas Boulevard
Irving
,
TX
75039
A T Jeffers
Chairman
0.00
0
0
0
5959 Las Colinas Boulevard
Irving
,
TX
75039
L K Bork
Secretary
3.00
0
0
0
5959 Las Colinas Boulevard
Irving
,
TX
75039
E M Jones Riley
Asst. Controller
1.00
0
0
0
1735 Hughes Landing Boulevard
The Woodlands
,
TX
77380
S A Littleton
Trustee
0.00
0
0
0
5959 Las Colinas Boulevard
Irving
,
TX
75039
K W Murphy
President
0.00
0
0
0
5959 Las Colinas Boulevard
Irving
,
TX
75039
J R Osterstock
Controller
2.00
0
0
0
5959 Las Colinas Boulevard
Irving
,
TX
75039
W J Renton
Controller
1.00
0
0
0
1735 Hughes Landing Boulevard
The Woodlands
,
TX
77380
J M Spellings
Trustee
0.00
0
0
0
5959 Las Colinas Boulevard
Irving
,
TX
75039
D G Wascom
Trustee
0.00
0
0
0
22777 Springwoods Village Parkway
Spring
,
TX
77389
J P Webb
Secretary
1.00
0
0
0
5959 Las Colinas Boulevard
Irving
,
TX
75039
M P Zamora
Trustee
0.00
0
0
0
22777 Springwoods Village Parkway
Spring
,
TX
77389
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
...................
Form
990-PF
(2020)
Form 990-PF (2020)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
CyberGrants
Administrative
90,160
50 Millstone Road
Building 200 Floor 2 Suite 230
East Windsor
,
NJ
08520
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2020)
Form 990-PF (2020)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
0
b
Average of monthly cash balances
.......................
1b
96,742,247
c
Fair market value of all other assets (see instructions)
................
1c
112,656,438
d
Total
(add lines 1a, b, and c)
.........................
1d
209,398,685
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
209,398,685
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
3,140,980
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
206,257,705
6
Minimum investment return.
Enter 5% of line 5
..................
6
10,312,885
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
10,312,885
2a
Tax on investment income for 2020 from Part VI, line 5
......
2a
2,027,612
b
Income tax for 2020. (This does not include the tax from Part VI.)
...
2b
0
c
Add lines 2a and 2b
............................
2c
2,027,612
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
8,285,273
4
Recoveries of amounts treated as qualifying distributions
................
4
38,575
5
Add lines 3 and 4
............................
5
8,323,848
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
8,323,848
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
51,479,257
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
51,479,257
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
51,479,257
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2020)
Form 990-PF (2020)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2019
(c)
2019
(d)
2020
1
Distributable amount for 2020 from Part XI, line 7
8,323,848
2
Undistributed income, if any, as of the end of 2020:
a
Enter amount for 2019 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2020:
a
From 2015
......
60,682,677
b
From 2016
......
54,150,271
c
From 2017
......
50,615,971
d
From 2018
......
49,512,251
e
From 2019
......
38,180,929
f
Total
of lines 3a through e
........
253,142,099
4
Qualifying distributions for 2020 from Part
XII, line 4:
$
51,479,257
a
Applied to 2019, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2020 distributable amount
.....
8,281,927
e
Remaining amount distributed out of corpus
43,197,330
5
Excess distributions carryover applied to 2020.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
296,339,429
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2020. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2021
..........
41,921
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2015 not
applied on line 5 or line 7 (see instructions)
...
60,682,677
9
Excess distributions carryover to 2021.
Subtract lines 7 and 8 from line 6a
......
235,656,752
10
Analysis of line 9:
a
Excess from 2016
....
54,150,271
b
Excess from 2017
....
50,615,971
c
Excess from 2018
....
49,512,251
d
Excess from 2019
....
38,180,929
e
Excess from 2020
....
43,197,330
Form
990-PF
(2020)
Form 990-PF (2020)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2020, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2020
(b)
2019
(c)
2018
(d)
2017
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
None
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
None
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Mobil Retiree Matching Gifts
P O Box 7635
Princeton
,
NJ
085437635
(888) 846-4438
[email protected]
b
The form in which applications should be submitted and information and materials they should include:
ExxonMobil Foundation Matching Gifts Program Application. Donor: Provide all information requested in Part A of the form, sign it, and mail the entire form with your contribution to the organization of your choice. Organization: Provide all information requested in Part B and sign the form. Mail completed applications to Mobil Retiree Matching Gifts P.O. Box 7635 Princeton, NJ 08543-7635
c
Any submission deadlines:
Within 90 days following the date of contribution
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ExxonMobil will match dollar-for-dollar contributions made by eligible persons in the form of cash or publicly traded securities within the following limits: Minimum Gift $25, Maximum Gift $5,000 per retiree, per calendar year, Distributions: Contributions are matched four times per year. ExxonMobil Foundation reserves the right not to match a particular gift, donor, or organization. Decisions are final. Note: The Mobil Retiree Matching Gifts program was incorporated in the ExxonMobil Educational Matching Gifts Program effective January 1, 2020.
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MVP STAR and TEAM GRANTS
P O Box 7635
Princeton
,
NJ
08543
(888) 846-4438
[email protected]
b
The form in which applications should be submitted and information and materials they should include:
(1) STAR (Support For Time & Action Reward) Application - Upon completing 40 hours of service, the retiree and/or spouse or dependent child age 12-25 should complete Part A of the STAR application and send the form to the charitable organization. The organization verifies the accuracy of the information, complete Part B, and then returns the application to ExxonMobil Foundation. All forms must be signed by the Mobil retiree. (2) TEAM (Team Effort Action Match) Application
c
Any submission deadlines:
Applications must be received by January 31st to receive payment for previous calendar year's effort
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Eligible organizations may receive a maximum of $10,000 per calendar year of MVP grants. STAR Grant - $500 grant will be awarded to a charitable non-profit organization after an eligible applicant volunteers at least 40 hours of his or her time to the organization during the calendar year. TEAM Grant- $500 will be awarded to charitable non-profit organizations served by a team of at least five Mobil retirees and/or their spouses who volunteer their own time for a combined total of 40 hours on a project. Note: The Mobil Retiree Volunteer Program was incorporated in the ExxonMobil Volunteer Program effective January 1, 2020.
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Cultural Matching Gift
P O Box 7288
Princeton
,
NJ
08543
(877) 807-0204
[email protected]
b
The form in which applications should be submitted and information and materials they should include:
ExxonMobil Foundation Cultural Matching Gift Program - The employee, retiree, surviving spouse, or director should fill out Section One of this application form and send the entire form with his or her contribution to the cultural institution. Please enter all applicable data. Incomplete forms cannot be processed. The cultural institution should fill out Section Two of the application and send the entire form to ExxonMobil Matching Gifts Programs. Institutions that have not previously received ExxonMobil cultural matching gifts should include a copy of their 501(c)(3) tax exemption and a profile of the organization explaining how it meets our cultural guidelines. The Foundation will verify information on the application form and authorize payment to the eligible cultural institution. A summary listing of the contributions matched will be sent quarterly with a consolidated check.
c
Any submission deadlines:
Not Applicable
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
The minimum contribution eligible for matching is $20 and the total amount that will be matched for any individual in a calendar year is $2,000. There are several types of contributions that may be ineligible for matching such as: gifts to organizations which do not have cultural programs as a primary and substantial part of their activities, such as environmental, conservation, health, welfare, religious and political organizations, gifts to an eligible cultural group made in lieu of pledges, tithes or other financial commitments to a church or other non-eligible institution. Note: The Cultural Matching Gifts program was discontinued effective October 1, 2019.
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Volunteer Involvement Program
P O Box 7288
Princetion
,
NJ
08543
(877) 807-0204
[email protected]
b
The form in which applications should be submitted and information and materials they should include:
Individual or Team Grant Application - The intent of the program is to encourage volunteerism through worthwhile and genuinely charitable activities in local communities. Upon completing 20 hours of eligible volunteer service, an eligible grant applicant (individual or team) may submit a request for a $500 VIP grant online at www.easymatch.com/exxonmobil. An individual volunteer or team leader must complete all required fields on the EasyMatch website. The charitable organization will be contacted for certification that the volunteer services were received. The recipient organization must provide its Automated Clearing House (ACH) account information, which includes its business address and bank account and routing numbers to facilitate grant payment.
c
Any submission deadlines:
Within 90 days of completion of volunteer activity
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Eligible organizations may receive a maximum of $5,000 per calendar year of individual volunteer grants in addition to a $10,000 maximum per calendar year for team grants. Eligible participants may apply for up to four individual grants per calendar year. Eligible Grant Applicants are regular employees of ExxonMobil Corporation (EMC) or its affiliates that operate in the United States, retirees, spouses of employees and retirees, and their dependent children between the ages of 12 and 21, surviving spouses of deceased employees and retirees, current and former directors of EMC, and non-U.S. payroll employees while on assignment in the U.S. with EMC consolidated affiliates. Note: Effective October 1, 2019, the Volunteer Involvement Program (VIP) was slightly revised. The program now also incorporates the former Mobil volunteer program (effective January 1, 2020). Please reference the 2019 ExxonMobil Foundation tax return for the previous VIP T&Cs.
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Educational Matching Gifts Program
P O Box 7288
Princeton
,
NJ
08543
(877) 807-0204
[email protected]
b
The form in which applications should be submitted and information and materials they should include:
ExxonMobil Foundation Educational Matching Gift Program - The program is intended to encourage support for accredited U.S. institutions of higher education by ExxonMobil employees, retirees, and surviving spouses. Eligible gifts up to maximum of $7,500 per donor, per calendar year, may be matched by the ExxonMobil Foundation at a 2-to-1 basis for current company employees and outside directors, and on a 1-to-1 basis for retirees, surviving spouses and former outside directors. Applications must be submitted online at easymatch.com/exxonmobil on or before December 31 of that calendar year. Institutions receiving matching gifts donations must electronically certify the donations via the EasyMatch portal before the ExxonMobil Foundation can provide a matching gift.
c
Any submission deadlines:
Not Applicable
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Each gift must be a minimum of $50. Institutions receiving donations have 90 days from the date a donation is received to certify and communicate its eligibility. In calculating the $7,500 annual ceiling on a donor's matching gifts, the Foundation will assign each gift to the calendar year in which it was made. Note: Effective October 1, 2019 the match basis was changed from 3-to-1 to 2-to-1 for current employees and 1-to-1 for retirees et al, and now also includes participants from the former Mobil retiree matching gift program. Please reference the 2019 ExxonMobil Foundation tax return for the previous EMGP T&Cs.
Form
990-PF
(2020)
Form 990-PF (2020)
Page
11
Part XV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
Educational Matching Gift Program
5959 Las Colinas Boulevard
Irving
,
TX
75039
No Relationship
N/A
Educational Matching Gifts Program
19,215,033
Cultural Matching Gifts
5959 Las Colinas Boulevard
Irving
,
TX
75039
No Relationship
N/A
Cultural Matching Gift Program
42,006
Volunteer Involvement Program
5959 Las Colinas Boulevard
Irving
,
TX
75039
No Relationship
N/A
Volunteer Involvement Program
3,169,545
Mobil Retiree Matching Gifts
5959 Las Colinas Boulevard
Irving
,
TX
75039
No Relationship
N/A
Mobil Retiree Matching Gifts Program
226,059
Mobil Retiree Volunteer Hours
5959 Las Colinas Boulevard
Irving
,
TX
75039
No Relationship
N/A
Mobil Retiree Volunteer Hours Program
35,000
Beaumont Independent School Distric
3395 Harrison Avenue
Beaumont
,
TX
77706
No Relationship
PC
Precollege - General Support
29,500
Houston Independent School District
4400 West 18th Street
Houston
,
TX
77092
No Relationship
PC
Precollege - SECME
-30,000
Houston Independent School District
4400 West 18th Street
Houston
,
TX
77092
No Relationship
PC
Precollege - SECME
15,000
Southeastern Consortium for Minorit
225 North Avenue NW
Atlanta
,
GA
30332
No Relationship
PC
Precollege - SECME Consortium
150,000
Teach for All
25 Broadway 12th Floor
New York
,
NY
10004
No Relationship
PC
Precollege - International STEM Network
400,000
National Action Council for Minorit
1432 Duke Street
Alexandria
,
VA
22314
No Relationship
PC
Higher Education - General Support
100,000
Society of Women Engineers
130 East Randolph St Suite 3500
Chicago
,
IL
60601
No Relationship
PC
Higher Education - Engineering Outreach
100,000
Boy Scouts of America Circle Ten
8605 Harry Hines Boulevard
Dallas
,
TX
75235
No Relationship
PC
Civic and Community - General Support
50,000
City of Baytown Parks Recreation De
2407 Market Street
Baytown
,
TX
77520
No Relationship
PC
Civic and Community - Baytown Nature Center
10,000
YMCA of Metropolitan Dallas
601 North Akard Street
Dallas
,
TX
75201
No Relationship
PC
Civic and Community - YMCA Strong Kids - After School Programs
5,000
Bermuda Institute of Ocean Sciences
17 Biological Station
Saint George
,
Saint George
GE 01
AF
No Relationship
PC
Environment - Fellowships
50,000
Conservation International Foundati
2011 Crystal Drive
Suite 500
Arlington
,
VA
22202
No Relationship
PC
Environment - Alliance for a Resilient Guyana
500,000
Texas State Aquarium Association
2710 North Shoreline
Corpus Christi
,
TX
78402
No Relationship
PC
Environment - Center for Wildlife Rescue, Recovery, & Research
500,000
Africare
440 R Street NW
Washington
,
DC
20001
No Relationship
PC
Health - Malaria Community Based Intervention
250,000
Africare
440 R Street NW
Washington
,
DC
20001
No Relationship
PC
Health - Malaria Power Forward: NBA Partnerships in Nigeria
500,000
Africare
440 R Street NW
Washington
,
DC
20001
No Relationship
PC
Health - Malaria Core Angola Community Program
300,000
Americans For Oxford Inc
500 Fifth Avenue 32nd Floor
New York
,
NY
10110
No Relationship
PC
Health - Scholars in Global Health Science
400,000
Grassroot Soccer Inc
15 Lebanon Street
Hanover
,
NH
03755
No Relationship
PC
Health - Malaria Prevention & Sports Curriculum
600,000
President and Fellows Of Harvard Co
665 Huntington Avenue
Boston
,
MA
02115
No Relationship
PC
Health - ExxonMobil Malaria Scholar in Residence Program
200,000
President and Fellows Of Harvard Co
665 Huntington Avenue
Boston
,
MA
02115
No Relationship
PC
Health - Harvard Malaria Initiative
100,000
John Hopkins University
1615 Thames Street
Baltimore
,
MD
21231
No Relationship
PC
Health - Malaria in Pregnancy (MIP)
600,000
Path
2201 Westlake Ave
Ste 200
Seattle
,
WA
98121
No Relationship
PC
Health - Malaria Vaccine Roll-out
150,000
Special Olympics Inc
1133 19th Street NW
12th Floor
Washington
,
DC
20036
No Relationship
PC
Health - Malaria Prevention Through Sports
250,000
United States Agency for Internatio
USAID/LUANDA
Department of State
Washington
,
DC
20521
No Relationship
GOV
Health - President's Malaria Initiative
50,000
Center For Global Development
2055 L Street NW
5th Floor
Washington
,
DC
20036
No Relationship
PC
Other Education - Impact Evaluation and Research
200,000
Cherie Blair Foundation
P O Box 60519
London
,
London
W2 7JU
AF
No Relationship
PC
Other Education - Road to Growth
500,000
Counterpart International Inc
2345 Crystal Drive
Suite 301
Arlington
,
VA
22202
No Relationship
PC
Other Education - Global Women in Management (GWIM)
500,000
Womens World Banking Inc
122 East 42nd Street
42nd Floor
New York
,
NY
10168
No Relationship
PC
Other Education - SheCounts
100,000
George W Bush Foundation
2943 SMU Boulevard
Dallas
,
TX
75205
No Relationship
PC
Other Education - First Ladies Staff Training and Program Support
50,000
Kickstart International Inc
1385 Mission Street
Suite 300
San Francisco
,
CA
94103
No Relationship
PC
Other Education - Money Maker Irrigation Pump
400,000
Kopernik Solutions
228 Park Avenue
Suite 73293
New York
,
NY
10003
No Relationship
PC
Other Education - WEOI Women's Distribution Network
350,000
Opportunity International Inc
550 West Van Buren
Suite 200
Chicago
,
IL
60607
No Relationship
PC
Other Education - Integrated Agriculture Program
300,000
Royal Institute of International Af
10 St James s Square
London
,
London
SW1Y 4LE
AF
No Relationship
PC
Other Education - Global Business Coalition for Women's Economic Empowerment
50,000
Solar Sister Inc
94 Interpromontory Road
Great Falls
,
VA
22066
No Relationship
PC
Other Education - Sustainable Development
250,000
Technoserve Inc
1777 N Kent Street
Suite 1100
Arlington
,
VA
22209
No Relationship
PC
Other Education - Access to Markets
500,000
National Science Teaching Associati
1840 Wilson Boulevard
Arlington
,
VA
22201
No Relationship
PC
Precollege - Qatar STEM Teachers Academy
350,000
Total
.................................
3a
31,517,143
b
Approved for future payment
Educational Matching Gift Program
5959 Las Colinas Blvd
Irving
,
TX
75039
Educational Matching Gifts Program intended to encourage giving to higher education by ExxonMobil employees, retirees, and surviving spouses.
9,437,592
Volunteer Involvement Program
5959 Las Colinas Boulevard
Irving
,
TX
75039
Volunteer Involvement Program intent is to encourage volunteerism to charitable activities in the community, rather than to provide large sums of money to the organizations.
827,000
Total
.................................
3b
10,264,592
Form
990-PF
(2020)
Form 990-PF (2020)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
0
0
0
b
0
0
0
c
0
0
0
d
0
0
0
e
0
0
0
f
0
0
0
0
0
0
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
0
0
0
3
Interest on savings and temporary cash
investments
...........
0
14
214,825
0
4
Dividends and interest from securities
....
0
0
0
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
0
0
0
b
Not debt-financed property
.....
0
16
5,000,000
0
6
Net rental income or (loss) from personal property
0
0
0
7
Other investment income
.....
0
0
0
8
Gain or (loss) from sales of assets other than
inventory
............
0
18
-32,878,790
0
9
Net income or (loss) from special events:
0
0
0
10
Gross profit or (loss) from sales of inventory
0
0
0
11
Other revenue:
a
0
0
0
b
0
0
0
c
0
0
0
d
0
0
0
e
0
0
0
12
Subtotal. Add columns (b), (d), and (e)
..
0
-27,663,965
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
-27,663,965
(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
(2020)
Form 990-PF (2020)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
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
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2020)
Additional Data
Software ID:
20012075
Software Version:
V1.0
Part VI Line 7 - Tax Paid with the Original Return:
0
Form 990PF - Special Condition Description:
Special Condition Description