efile Public Visual Render
ObjectId: 202202729349100210 - Submission: 2022-09-29
TIN: 43-1979565
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
21
Open to Public Inspection
For calendar year 2021, or tax year beginning
04-01-2021
, and ending
03-31-2022
Name of foundation
Dr Bronners Family Foundation
Number and street (or P.O. box number if mail is not delivered to street address)
PO Box 1958
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Vista
,
CA
92085
A Employer identification number
43-1979565
B
Telephone number (see instructions)
(760) 743-2211
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)
$
0
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)
1,022,037
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
1,022,037
0
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
200
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
200
0
0
25
Contributions, gifts, grants paid
.......
2,110,750
2,110,750
26
Total expenses and disbursements.
Add lines 24 and 25
2,110,950
0
2,110,750
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-1,088,913
b
Net investment income
(if negative, enter -0-)
0
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2021)
Page 2
Form 990-PF (2021)
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
.............
1,213,090
124,177
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
1,213,090
124,177
0
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
1,213,090
124,177
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)
.....
1,213,090
124,177
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,213,090
124,177
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
1,213,090
2
Enter amount from Part I, line 27a
.....................
2
-1,088,913
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
124,177
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
124,177
Form
990-PF
(2021)
Page 3
Form 990-PF (2021)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Form
990-PF
(2021)
Page 4
Form 990-PF (2021)
Page
4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
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
6
Credits/Payments:
a
2021 estimated tax payments and 2020 overpayment credited to 2021
6a
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
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
11
Enter the amount of line 10 to be:
Credited to 2022 estimated tax
0
Refunded
11
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
.........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XIV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
If "Yes," complete Part XIII
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2021)
Page 5
Form 990-PF (2021)
Page
5
Part VI-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
drbronnerfoundation.org
14
The books are in care of
David Bronner
Telephone no.
(760) 743-2211
Located at
PO Box 1958
Vista
CA
ZIP+4
92085
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 2021, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
...........
1a(1)
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
..............................
1a(2)
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
...........
1a(3)
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
............
1a(4)
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
......................
1a(5)
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
...............
1a(6)
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
..........
1b
No
c
Organizations relying on a current notice regarding disaster assistance check here
........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2021?
.............
1d
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2021, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2021?
....................
2a
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
..............................
3a
No
b
If "Yes," did it have excess business holdings in 2021 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 2021.)
.....................
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 2021?
..
4b
No
Form
990-PF
(2021)
Page 6
Form 990-PF (2021)
Page
6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
..........
5a(1)
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
....................
5a(2)
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
.............
5a(3)
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
........................
5a(4)
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.............
5a(5)
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
........
5b
c
Organizations relying on a current notice regarding disaster assistance check
.........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
.................
5d
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.............................
6a
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
.....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.........................
8
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
Gertrude Bronner
CFO, Secy
0.00
0
PO Box 1958
Vista
,
CA
92085
David Bronner
CEO
0.00
0
PO Box 1958
Vista
,
CA
92085
Michael Bronner
Vice President
0.00
0
PO Box 1958
Vista
,
CA
92085
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
(2021)
Page 7
Form 990-PF (2021)
Page
7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part VIII-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2021)
Page 8
Form 990-PF (2021)
Page
8
Part IX
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
0
b
Average of monthly cash balances
.......................
1b
0
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
0
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
3
Subtract line 2 from line 1d
.........................
3
0
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
0
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
0
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
0
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
2a
Tax on investment income for 2021 from Part V, line 5
.......
2a
b
Income tax for 2021. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
0
Part XI
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
2,110,750
b
Program-related investments—total from Part VIII-B
..................
1b
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part XII, line 4.
4
2,110,750
Form
990-PF
(2021)
Page 9
Form 990-PF (2021)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2020
(c)
2020
(d)
2021
1
Distributable amount for 2021 from Part X, line 7
0
2
Undistributed income, if any, as of the end of 2021:
a
Enter amount for 2020 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2021:
a
From 2016
......
1,053,000
b
From 2017
......
1,034,724
c
From 2018
......
1,045,000
d
From 2019
......
921,000
e
From 2020
......
2,203,000
f
Total
of lines 3a through e
........
6,256,724
4
Qualifying distributions for 2021 from Part
XI, line 4:
$
2,110,750
a
Applied to 2020, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2021 distributable amount
.....
e
Remaining amount distributed out of corpus
2,110,750
5
Excess distributions carryover applied to 2021.
(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
8,367,474
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
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
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2021. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2022
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2016 not
applied on line 5 or line 7 (see instructions)
...
1,053,000
9
Excess distributions carryover to 2022.
Subtract lines 7 and 8 from line 6a
......
7,314,474
10
Analysis of line 9:
a
Excess from 2017
....
1,034,724
b
Excess from 2018
....
1,045,000
c
Excess from 2019
....
921,000
d
Excess from 2020
....
2,203,000
e
Excess from 2021
....
2,110,750
Form
990-PF
(2021)
Page 10
Form 990-PF (2021)
Page
10
Part XIII
Private Operating Foundations
(see instructions and Part VI-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2021, enter the date of the ruling
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2021
(b)
2020
(c)
2019
(d)
2018
b
85% (0.85) of line 2a
.........
c
Qualifying distributions from Part XI,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed
..
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2021)
Page 11
Form 990-PF (2021)
Page
11
Part XIV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
A Place of Refuge Ministries
PO Box 240695
Milwaukee
,
WI
53224
NONE
Organization's Exempt Purpose
2,000
A Well Fed World
3936 S Semoran Blvd 271
Orlando
,
FL
32822
NONE
Organization's Exempt Purpose
7,500
Abolitionist Law Center
PO Box 8654
Pittsburgh
,
PA
15221
NONE
Organization's Exempt Purpose
2,500
African Communities Together
127 West 127th St Suite 221
New York
,
NY
10027
NONE
Organizations Exempt Purpose
10,000
ALCU Foundation of San Diego Imperi
PO Box 87131
San Diego
,
CA
92138
NONE
Organizations Exempt Purpose
10,000
American Friends Service Committee
1501 Cherry Street
Philadelphia
,
PA
19102
NONE
Organizations Exempt Purpose
25,000
American Jewish World Services
45 West 36th Street
New YOrk
,
NY
10018
NONE
Organizations Exempt Purpose
25,000
Animal Outlook
PO Box 9773
Washington
,
DC
20016
NONE
Organizations Exempt Purpose
25,000
Asylum Access
344 Thomas L Berkley Way
Oakland
,
CA
94612
NONE
Organizations Exempt Purpose
10,000
Chacruna Institute for Psychedelic
1650 California Street 10
San Francisco
,
CA
94109
NONE
Organizations Exempt Purpose
35,000
Chakana Media
39 Ray Cliff Drive
Accord
,
NY
12404
NONE
Organizations Exempt Purpose
25,000
Chance to Soar
129 Gannet Trail
Argyle
,
TX
76226
NONE
Organizations Exempt Purpose
1,000
Choose Love Inc
45 West 36th St 6th Floor
New York
,
NY
10018
NONE
Organizations Exempt Purpose
10,000
Church of Sacred Mirrors
46 Deer Hill Road
Wappinger
,
NY
12590
NONE
Organizations Exempt Purpose
32,500
Church World Services Inc
28606 Phillips Street
Elkhart
,
IN
46515
NONE
Organizations Exempt Purpose
35,000
Commission to Every Nation
PO Box 291307
Kerrville
,
TX
78029
NONE
Organizations Exempt Purpose
65,000
Common Counsel Foundation
1624 Franklin Street Ste 1022
Oakland
,
CA
94612
NONE
Organizations Exempt Purpose
50,000
Community Advocates ofr Just and Mo
2760 5th Avenue Suite 220
San Diego
,
CA
92103
NONE
Organizations Exempt Purpose
10,000
Community Counsel Foundation
1624 Franklin Street Ste 1022
Oakland
,
CA
94612
NONE
Organizations Exempt Purpose
10,000
Compassion International
12290 Voyager Parkway
Colorado Springs
,
CO
80997
NONE
Organizations Exempt Purpose
5,000
Creative Exchanges Initiatives
629 Hillcrest St
Sylva
,
NC
28779
NONE
Organizations Exempt Purpose
5,000
Detention Watch Network
1915 I Street NW Suite 800
Washington
,
DC
20006
NONE
Organizations Exempt Purpose
10,000
El Refugio Ministry
650 S Central Ave 82101
Hapeville
,
GA
30354
NONE
Organizations Exempt Purpose
10,000
Empowerment Works
1187 Coast Village Rd
Santa Barbara
,
CA
93108
NONE
Organizations Exempt Purpose
10,000
Environmentalism Through Inspriatio
578 Washington Blvd 395
Marina Del Rey
,
CA
90292
NONE
Organizations Exempt Purpose
35,000
Alliance of San Diego
PO Box 12266
San Diego
,
CA
92112
NONE
Organizations Exempt Purpose
75,000
Escondido Rotary Foundation
PO Box 1822
Escondido
,
CA
92033
NONE
Organizations Exempt Purpose
5,000
Eywitness for Life
3800 N Mayfair Rd Suite 110
Wauwatosa
,
WI
53222
NONE
Organizations Exempt Purpose
5,000
Fair Shake
PO Box 63
Westby
,
WI
54667
NONE
Organizations Exempt Purpose
25,000
Farm Forward Inc
PO Box 4120
Portland
,
OR
97208
NONE
Organizations Exempt Purpose
25,000
Feeding the Soul Foundation
3302 Senior Center Dr
Oceanside
,
CA
92056
NONE
Organizations Exempt Purpose
50,000
Freedom for Immigrants
1322 Webster St Suite 300
San Francisco
,
CA
94612
NONE
Organizations Exempt Purpose
10,000
Friend of the Earth
2150 Allston Way Suite 360
Berkeley
,
CA
94704
NONE
Organizations Exempt Purpose
25,000
Gender Illumination
370 29th St
San Francisco
,
CA
94131
NONE
Organizations Exempt Purpose
50,000
Gift of Water
1025 Pine Hil Way
Carmel
,
IN
46032
NONE
Organizations Exempt Purpose
5,000
Groundswell Community Justice Trust
226 Bathurst St Suite 200
Toronto
,
Ontario
CA
NONE
Organizations Exempt Purpose
25,000
Humane America Animal Foundation
310 N Indian Hill Blvd 800
Claremont
,
CA
91711
NONE
Organizations Exempt Purpose
3,000
Indigenous Regeneration
19823 Santee Ln
Valley Center
,
CA
92082
NONE
Organizations Exempt Purpose
5,000
International Community Foundation
2505 N Avenue
National City
,
CA
91950
NONE
Organizations Exempt Purpose
10,000
International Refugee Assistance Pr
One Battery Park Plaza 4th Floor
New York
,
NY
10004
NONE
Organizations Exempt Purpose
10,000
Jail Guitar Doors
842 N Fairfax Avenue
Los Angeles
,
CA
90046
NONE
Organizations Exempt Purpose
50,000
Jesuit Refugee Service
1627 K Street NW Suite 1100
Washington
,
DC
20006
NONE
Organizations Exempt Purpose
25,000
Karen Organization of San Diego
5354 University Ave 1
San Diego
,
CA
92105
NONE
Organizations Exempt Purpose
25,000
Lake Area Free Clinic
856 Armour Road
Oconomowoc
,
WI
53066
NONE
Organizations Exempt Purpose
2,000
Lambs Players
PO Box 182229
Coronado
,
CA
92178
NONE
Organizations Exempt Purpose
5,000
Latin American and Caribbean Commun
659 Auburn Ave NE
Atlanta
,
GA
30312
NONE
Organizations Exempt Purpose
10,000
Louisiana Organization for Refugees
1120 Government Street Ste E
Baton Rouge
,
LA
70802
NONE
Organizations Exempt Purpose
25,000
Milwaukee Rescue Mission
PO Box 240695
Milwaukee
,
WI
53224
NONE
Organizations Exempt Purpose
6,000
Mission Aviation Fellowship
Atlanta
Nampa
,
ID
83653
NONE
Organizations Exempt Purpose
15,000
Multidisicplinary Association for P
3141 Stevens Creek Blvd 40563
San Jose
,
CA
95117
NONE
Organizations Exempt Purpose
50,000
Neighborhood Christian Legal Clinic
3333 North Meridian Street Suite 2
Indianapolis
,
IN
46208
NONE
Organizations Exempt Purpose
5,000
Neo Philanthropy
45 West 36th Street 6th Floor
New York
,
NY
10018
NONE
Organizations Exempt Purpose
100,000
No One Left Behind Inc
PO Box 3641
Merrifield
,
VA
22116
NONE
Organizations Exempt Purpose
10,000
North Florida Wildlife Center
1386 Cook Road
Lamont
,
FL
32336
NONE
Organizations Exempt Purpose
25,000
Oceanside Museum of Art
70 Pier View Way
Oceanside
,
CA
92054
NONE
Organizations Exempt Purpose
25,000
Partnership for the Advancement of
4089 Fairmound Ave
San Diego
,
CA
92105
NONE
Organizations Exempt Purpose
20,000
Pillars of the Community
6405 Imperial Ave
San Diego
,
CA
92114
NONE
Organizations Exempt Purpose
25,000
Philipino Workers Center of Souther
153 Glendale Blvd 1st Floor
Los Angeles
,
CA
90026
NONE
Organizations Exempt Purpose
10,000
Poplar Point Camp
191 Poplar Point Camp
Rockford
,
AL
35136
NONE
Organizations Exempt Purpose
10,000
ProBuColls
9733 West Greenfield Avenue
Milwaukee
,
WI
53214
NONE
Organizations Exempt Purpose
2,000
Prophet Word Beat Productions
2100 Park Blvd
San Diego
,
CA
92101
NONE
Organizations Exempt Purpose
5,250
Psychedelic Science Funders Collabo
3625 Gatewood Court
Santa Cruz
,
CA
95065
NONE
Organizations Exempt Purpose
100,000
Refugee Village Corp
712 Aberdeen Drive
Stone Mountain
,
GA
30083
NONE
Organizations Exempt Purpose
5,000
Serve Others First
333 W Brown Deer Rd
Bayside
,
WI
53217
NONE
Organizations Exempt Purpose
2,000
Shepherd's Canyon Retreat
44020 W US Highway 60
Wickenburg
,
AZ
85390
NONE
Organizations Exempt Purpose
3,000
Singing Rooster
2400 Waunona Way
Madison
,
WI
53713
NONE
Organizations Exempt Purpose
2,000
Social Good Fund
12651 San Pablo Ave
Richmond
,
CA
94805
NONE
Organizations Exempt Purpose
10,000
Students Without Limits
PO Box 90224
San Diego
,
CA
92169
NONE
Organizations Exempt Purpose
10,000
Sun Earth Certification
574 Horn Lane
Eugene
,
OR
97404
NONE
Organizations Exempt Purpose
100,000
Survivors of Torture International
PO Box 151240
San Diego
,
CA
92175
NONE
Organizations Exempt Purpose
10,000
Tabitha's Heart
PO Box 382
Hutchinson
,
MN
55350
NONE
Organizations Exempt Purpose
15,000
Tahirnh Justice Center
230 Peachtree St NW Suite 1960
Atlanta
,
GA
30303
NONE
Organizations Exempt Purpose
10,000
Tennessee Immigrant and Refugee Rig
3310 Ezell Road
Nashville
,
TN
37211
NONE
Organizations Exempt Purpose
25,000
The AjA Project
4089 Fairmont Avenue
San Diego
,
CA
92105
NONE
Organizations Exempt Purpose
25,000
The Allyance
PO Box 29823
Oakland
,
CA
94604
NONE
Organizations Exempt Purpose
50,000
The Gathering of SE Wisconsin
804 East Juneau Avenue
Milwaukee
,
WI
53202
NONE
Organizations Exempt Purpose
5,000
Tides Foundation
1012 Torney Avenue
San Francisco
,
CA
94129
NONE
Organizations Exempt Purpose
50,000
Transgender Law Center
PO Box 70976
Los Angeles
,
CA
90074
NONE
Organizations Exempt Purpose
10,000
UC Hastings Foundation
200 McAllister Street
San Francisco
,
CA
94102
NONE
Organizations Exempt Purpose
10,000
UC San Diego Foundation
9500 Gilman Drive 0940
La Jolla
,
CA
92093
NONE
Organizations Exempt Purpose
25,000
United We Dream Network
1900 L St NW Ste 900
Washington
,
DC
20036
NONE
Organizations Exempt Purpose
25,000
US Right to Know
4096 Piedmont Ave 963
Oakland
,
CA
94611
NONE
Organizations Exempt Purpose
75,000
UWEAST
6523 University Ave
San Diego
,
CA
92115
NONE
Organizations Exempt Purpose
25,000
Valley Center Music Boosters
PO Box 841
Valley Center
,
CA
92082
NONE
Organizations Exempt Purpose
5,000
Veterans for Political Innovation
315 South Gore Ave
St Louis
,
MO
63119
NONE
Organizations Exempt Purpose
50,000
Veterans of War
7389 Roxbury Avenue
Manassas
,
VA
20109
NONE
Organizations Exempt Purpose
50,000
Vets Inc
PO Box 92040
Southlake
,
TX
76092
NONE
Organizations Exempt Purpose
100,000
VIA International Inc
1955 Julian Ave
San Diego
,
CA
92113
NONE
Organizations Exempt Purpose
10,000
VINE Veganism in the Next Evolution
158 Massey Road
Springfield
,
VT
05156
NONE
Organizations Exempt Purpose
25,000
Women for Afghan Women Inc
158-24 73rd Ave
Fresh Meadows
,
NY
11366
NONE
Organizations Exempt Purpose
10,000
Women Watch Afrika
PO Box 208
Avondale Estates
,
GA
30002
NONE
Organizations Exempt Purpose
25,000
Total
.................................
3a
2,110,750
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2021)
Page 12
Form 990-PF (2021)
Page
12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2021)
Page 13
Form 990-PF (2021)
Page
13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
2022-09-29
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
L SCOTT SHIELDS CPA
Preparer's Signature
Date
Check if self-
employed
PTIN
P00368722
Firm's name
SHIELDS BROWN
Firm's EIN
46-1861679
Firm's address
9820 WILLOW CREEK ROAD STE 285
SAN DIEGO
,
CA
92131
Phone no.
(858) 577-3830
Form
990-PF
(2021)
Additional Data
Software ID:
21013475
Software Version:
2021v4.0
Form 990PF - Special Condition Description:
Special Condition Description