2020-10-06T16:15:38-05:00 2019-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2019-01-01 831563331 Turnbull Family Foundation Inc TURN 7322082332 15 East Putnam Avenue Greenwich CT 06830 Carey Turnbull Trustee 7322082332 2020-10-02 1 Nicholas E Porto P01310283 2078792100 2020-10-02 208.105.168.164 2020-10-02 08:21:19 ED P BC8AE4E166BFDF24A7972DDCC457CE4FCF4C8ABA B261A341A0332E9128504FBF56C59783CA685530 2019 2021-04-22 16:20:28Z X X 284975 X 1503978 277 277 9879 9879 416193 1602536 416193 1930327 426349 0 0 0 7601 0 7601 3250 1625 1625 102 0 102 7725 0 0 2388 0 2388 21066 1625 11716 1562361 1562361 1583427 1625 1574077 346900 424724 48843 33317 33317 0 251658 251658 48843 284975 284975 0 0 X 0 0 0 0 48843 284975 48843 284975 48843 284975 48843 346900 143065 538808 253833 284975 Publicly Traded Securities D 1602536 1186343 416193 416193 416193 0 442463 118714 3.727134 3.727134 3.727134 544810 2030580 4247 2034827 1574077 8494 0 8494 0 8494 4000 0 0 8639 4639 145 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A Carey Turnbull 7322082332 15 East Putnam Avenue Greenwich CT 06830 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 Carey Turnbull 15 East Putnam Avenue Greenwich CT 068305424 Director, Chair, Treasurer 1.00 0 0 0 Claudia Turnbull 15 East Putnam Avenue Greenwich CT 068305424 Director 1.00 0 0 0 NONE 0 NONE 0 0 506843 46264 0 553107 0 0 553107 8297 544810 27241 27241 8494 8494 18747 0 18747 0 18747 1574077 0 1574077 0 1574077 18747 0 0 442463 442463 1574077 0 0 1503978 18747 51352 0 0 1997793 0 0 0 0 0 1503978 0 493815 442463 51352 Carey Turnbull X B More Incorporated 15 East Putnam Avenue Suite 413 Greenwich CT 06830 None PC General Support 170000 California Institute of Integral Studies (CIIS) 1453 Mission Street San Francisco CA 94103 None PC General Support 10000 College of the Atlantic 105 Eden Street Bar Harbor ME 046091136 None PC General Support 22500 Drug Policy Alliance 131 West 33rd Street 15th Floor New York NY 100012938 None PC General Support 10000 Heffter Research Institute 369 Montezuma Avenue 153 Santa Fe NM 875012835 None PC General Support 124012 International Society for Research on Psychedelics 3001 Mercer Univeristy Drive Atlanta GA 303414115 None PC General Support 5000 Johns Hopkins University 3910 Keswick Road Suite N4327B Baltimore MD 212112226 None PC General Support 45000 Native American Rights Fund 1506 Broadway Boulder CO 803026217 None PC General Support 20000 NYU Langone Hospitals 259 1st Street Mineola NY 115013957 None PC General Support 25000 Swiss Neuromatrix Foundation Uster-West 4 Uster SZ CH-8610 None NC General Support 51653 Synergos Institute Inc 3 East 54th Street 14th New York NY 100223135 None PC General Support 2100 The Threshold Foundation 2875 Route 35 6N-50B Katonah NY 105363181 None PC General Support 10000 University of California San Francisco Foundation 220 Montgomery Street 5th Floor San Francisco CA 941043412 None PC General Support 10000 Usona Institute 2800 Woods Hollow Road Fitchburg WI 537115300 None PC General Support 1014996 Wikimedia Foundation 1 Montgomery Street Suite 1600 San Francisco CA 94104 None PC General Support 100 Yale University PO Box 208356 New Haven CT 065208356 None PC General Support 42000 1562361 0 14 277 14 9879 18 416193 0 426349 0 426349 0 0 0 0 0 0 0 0 0 0 X X 1 Carey & Claudia Turnbull 15 East Putnam Avenue Greenwich CT 068305424 1503978 X 1 Publicly Traded Securities 1503978 2019-10-23 Tax Prep Fees 3250 1625 1625 Form 990-PF:Election Under Regulations Section53.4942(a) - 3(d)(2) to treat excess qualifyingdistributions as distributed out of Corpus. I, Carey Turnbull, Director, Chair, and Treasurer of Turnbull Family Foundation, Inc., in my capacity as such, do hereby elect to treat $1,503,978 of qualifying distributions made during the fiscal year ended December 31, 2019 as distributed out of corpus.This election is also made pursuant the requirements imposed by Section 170(b)(1)(F)(ii), confirming the eligibility of the Foundation to make a "conduit election" for treatment as a qualifying Private Pass-Through Foundation for the tax year ending December 31, 2019.Carey Turnbull, Director, Chair, TreasurerTurnbull Family Foundation, Inc. Swiss Neuromatrix Foundation Uster-West 4 Uster SZ CH-8610 2019-08-20 51653 The Swiss Neuromatrix Foundation is a foundation organized under the laws of Switzerland. The Turnbull Family Foundation granted the Swiss Neuromatrix Foundation $51,653 in 2019 to to promote education and research of the highest scientific quality on human consciousness in order to contribute to a greater understanding of the mind, leading to the improvement of the human condition and the alleviation of suffering. Swiss Neuromatrix Foundation is dedicated to fostering neuroscience and experiential research with the aim of developing novel treatment strategies for psychiatric disorders.The Foundation has entered into a signed grant agreement with the organization, outlining the strict process the funds may be used. The Foundation's director also regularly meets with the organization's senior research personnel.To the best of the Turnbull Family Foundation's knowledge, the grantee did not divert any portion of the funds from the express purpose of the grant agreement. 51653 None Narrative and financial reports were received July 30, 2019. 2020-11-30 Explanation for Amended Return 2019 Form 990-PF The Turnbull Family Foundation, Inc. (EIN 83-1563331, "the Foundation") prepared and filed its original 2019 Form 990-PF, for its year ending December 31, 2019, before the original filing due date of May 15, 2020. However, it became known to the Foundation after filing the original 2019 Form 990-PF that the Foundation's paid preparer inadvertently did not make the election to treat a portion of its 2019 qualifying excess distributions as being distributed out of Corpus. As the Foundation made qualifying excess distributions on or before December 31, 2019, well before the 15th day of the third month after the close of its 2019 taxable year as prescribed in the regulations, and as more than 100% of the value of contributions received in 2019 were expended as qualifying distributions by that time, the Foundation qualifies for treatment as a private foundation described in IRC 170(b)(1)(F)(ii) (commonly called the "conduit election" to be treated as a "Private Pass-Through Foundation"). The Foundation is filing this amended return to retroactively make an election to treat its excess distributions as distributions out of Corpus, as defined under Regulations Section 53.4942(a)-3(d)(2).The Foundation is amending its 2019 Form 990-PF to make the elections described above in accordance with Regulation Section 301.9100-2. This Regulation section grants the taxpayer an automatic extension of six months from the due date of a return, excluding extensions, to make regulatory or statutory elections. The original due date of the 2019 Form 990-PF was May 15, 2020; therefore, the automatic extension grants the Foundation until November 15, 2020 to make these elections. As both the original and amended Forms 990-PF have been filed before the six-month automatic extension due-date, and as the Foundation qualifies for all aspects of the stated elections, the Foundation is in compliance with Regulation 301.9100-2. Additionally, the Foundation has taken corrective action to be in compliance with the stated elections, including filing an amended return with the appropriate election-disclosure statements by the applicable due date. Also, the Foundation has provided to its donors copies of its amended Form 990-PF and other supporting statements to ensure full compliance. The Amended 2019 Form 990-PF has been filed in a manner that is consistent with the requirements of the stated elections.The change to treat a portion of the 2019 qualifying excess distributions as distributions out of Corpus is the only alteration to the Amended 2019 Form 990-PF. This results in the following page and line adjustments:Page 4, Line 7 (original) - $4,000Page 4, Line 7 (amended) - $8,639Page 4, Line 9 (original) - $4,639Page 4, Line 9 (amended) - $0Page 9, Line 4c (original) - $0Page 9, Line 4c (amended) - $1,503,978Page 9, Line 7 (original) - $0Page 9, Line 7 (amended) - $1,503,978Page 9, Line 9 (original) - $1,997,793Page 9, Line 9 (amended) - $493,815 857 Shares of Apple, Inc. 251658 251658 Legal Fees 7601 0 7601 Checks written in 2018 that cleared in 2019 63893 Unrealized loss on securities received as donations 189940 Bookkeeping Expenses 1000 0 1000 Office Expenses 1388 0 1388 Checks written in 2019 that cleared in 2020 20101 Unrealized gain on securities held for investment 122964 Bank Fees 102 0 102 Excise Taxes 7725 0 0