Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 10-01-2017 , and ending 09-30-2018
Name of foundation
GODDARD CRIPPLED CH AZ TW XXXXX5001
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

86-6071658
B Telephone number (see instructions)

(800) 496-2583
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,856,276J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 35,234 35,234  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 42,736
b Gross sales price for all assets on line 6a 418,594
7 Capital gain net income (from Part IV, line 2)... 42,736
8 Net short-term capital gain......... 0
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........ 77,970 77,970  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,856 9,513   6,342
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 892 0 0 892
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,381 1,012   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,129 10,525 0 7,234
25 Contributions, gifts, grants paid....... 73,262 73,262
26 Total expenses and disbursements. Add lines 24 and 25 92,391 10,525 0 80,496
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -14,421
b Net investment income (if negative, enter -0-) 67,445
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 24,727 11,206 11,206
2 Savings and temporary cash investments......... 63,890 24,292 24,292
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet0      
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)....... 1,142,597 Click to see attachment1,150,312 1,612,887
c Investments—corporate bonds (attach schedule)....... 179,095 Click to see attachment210,073 207,891
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,410,309 1,395,883 1,856,276
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,410,309 1,395,883
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)..... 1,410,309 1,395,883
30 Total liabilities and net assets/fund balances (see instructions). 1,410,309 1,395,883
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
1,410,309
2
Enter amount from Part I, line 27a .....................
2
-14,421
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,395,888
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,395,883
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 2. ALEXION PHARMACEUTICALS INC   2016-04-06 2017-10-03
b 8. ALEXION PHARMACEUTICALS INC   2013-05-07 2017-10-03
c 5. HARTFORD FINL SVCS GROUP INC   2016-12-16 2017-10-03
d 7. BROADCOM LTD   2013-05-14 2017-10-03
e 2. BROADCOM LTD   2013-04-25 2017-10-03
1. HARTFORD FINL SVCS GROUP INC   2016-12-16 2017-10-04
6. HARTFORD FINL SVCS GROUP INC   2016-12-16 2017-10-04
2. HARTFORD FINL SVCS GROUP INC   2016-12-16 2017-10-04
1. HARTFORD FINL SVCS GROUP INC   2016-09-09 2017-10-04
1. HARTFORD FINL SVCS GROUP INC   2016-09-09 2017-10-04
2. HARTFORD FINL SVCS GROUP INC   2016-09-09 2017-10-05
1. HARTFORD FINL SVCS GROUP INC   2016-09-09 2017-10-06
2. HARTFORD FINL SVCS GROUP INC   2016-09-09 2017-10-09
74. GENERAL ELEC CO   2015-12-11 2017-10-10
10. AT&T INC   2015-06-01 2017-10-27
32. AT&T INC   2015-06-01 2017-10-27
30. AT&T INC   2015-06-01 2017-10-30
26. AT&T INC   2015-06-02 2017-10-30
10. ANALOG DEVICES INC   2016-10-31 2017-11-10
2. BIOGEN IDEC INC   2016-07-26 2017-11-10
3. BIOGEN IDEC INC   2010-06-18 2017-11-10
8. ANALOG DEVICES INC   2016-10-28 2017-11-13
21. TJX COS INC NEW   2016-12-05 2017-11-17
1. TJX COS INC NEW   2016-12-05 2017-11-17
3. TJX COS INC NEW   2016-12-05 2017-11-17
961.538 BLACKROCK HIGH YIELD PT-BLAC   2016-04-01 2017-11-20
861.079 NB HIGH INCOME BOND-R6   2016-02-23 2017-11-20
14. PNC FINL SVCS GROUP INC   2017-07-12 2017-11-20
1. BLACKROCK INC   2014-10-29 2017-11-21
3. ADOBE SYS INC   2012-11-05 2017-12-04
1. ADOBE SYS INC   2012-11-05 2017-12-05
5. ADOBE SYS INC   2012-11-05 2017-12-05
2. ADOBE SYS INC   2012-11-05 2017-12-05
24. GENERAL ELEC CO   2015-09-08 2017-12-05
15. GENERAL ELEC CO   2015-09-08 2017-12-05
35. GENERAL ELEC CO   2015-09-08 2017-12-05
3. GENERAL ELEC CO   2015-09-08 2017-12-06
44. GENERAL ELEC CO   2015-09-14 2017-12-06
28. GENERAL ELEC CO   2015-09-29 2017-12-06
7. STADA ARZNEIMITTEL AG   2013-11-26 2017-12-13
21. STADA ARZNEIMITTEL AG   2013-11-26 2017-12-13
18. STADA ARZNEIMITTEL AG   2013-11-26 2017-12-13
. DELPHI TECHNOLOGIES PLC     2017-12-26
4. BLACKROCK INC   2014-10-29 2018-01-11
5. CMS ENERGY CORP   2015-12-02 2018-01-11
10. CMS ENERGY CORP   2015-12-02 2018-01-11
35. THE KRAFT HEINZ CO   2016-11-18 2018-01-11
4. CMS ENERGY CORP   2015-12-02 2018-01-12
1. CMS ENERGY CORP   2015-12-02 2018-01-12
36. CMS ENERGY CORP   2015-12-02 2018-01-12
1156.92 JPMORGAN GL RES ENH IDX-R6   2014-12-29 2018-01-22
653.31 JPMORGAN CORE BOND FUND ULTRA   2013-07-01 2018-01-22
230.84 VANGUARD TOTAL INTL BND-ADM   2017-04-18 2018-01-22
10. APPLE COMPUTER INC   2017-02-02 2018-01-26
4. APPLE COMPUTER INC   2008-02-08 2018-01-26
33. TJX COS INC NEW   2014-05-22 2018-01-26
7. DELPHI TECHNOLOGIES PLC   2017-05-18 2018-01-26
1. DELPHI TECHNOLOGIES PLC   2017-05-18 2018-01-26
1. WELLS FARGO & CO NEW   2017-06-30 2018-02-06
14. WELLS FARGO & CO NEW   2017-06-30 2018-02-06
15. WELLS FARGO & CO NEW   2017-06-30 2018-02-06
2557.907 BLACKROCK HIGH YIELD PT-BLAC   2016-04-01 2018-02-14
2254.562 NB HIGH INCOME BOND-R6   2016-02-23 2018-02-14
1371.321 MFS EMERGING MKTS DEBT FD R6   2016-07-20 2018-02-15
6. ANADARKO PETE CORP   2016-12-12 2018-02-22
3. ANADARKO PETE CORP   2016-12-12 2018-02-22
2. ANADARKO PETE CORP   2016-12-13 2018-02-22
3. ANADARKO PETE CORP   2016-12-12 2018-02-22
23. ANADARKO PETE CORP   2016-12-09 2018-02-22
1. ANADARKO PETE CORP   2017-01-30 2018-02-22
11. CIGNA CORP   2017-08-21 2018-02-22
24. METLIFE INC   2017-08-24 2018-02-22
5. METLIFE INC   2017-08-23 2018-02-22
17. METLIFE INC   2017-08-21 2018-02-22
1. CONCHO RESOURCES INC   2017-05-15 2018-03-09
1. CONCHO RESOURCES INC   2017-05-15 2018-03-09
1. CONCHO RESOURCES INC   2017-05-15 2018-03-09
6. CONCHO RESOURCES INC   2017-05-15 2018-03-09
1. CONCHO RESOURCES INC   2016-07-22 2018-03-09
11. INTERNATIONAL BUSINESS MACHS CORP   2017-12-04 2018-03-09
16. INGERSOLL-RAND PLC   2017-05-15 2018-03-09
2. INGERSOLL-RAND PLC   2017-05-18 2018-03-09
1. CONCHO RESOURCES INC   2016-07-22 2018-03-12
1. ABBOTT LABS   2015-04-21 2018-04-06
41. ABBOTT LABS   2014-07-17 2018-04-06
1. MARTIN MARIETTA MATLS INC   2015-08-14 2018-04-06
20. WALGREENS BOOTS ALLIANCE INC   2017-01-30 2018-04-06
236.967 AMERICAN BEACON GLG TR-UTL   2017-06-29 2018-04-09
7. MARTIN MARIETTA MATLS INC   2015-08-14 2018-04-09
6. MARTIN MARIETTA MATLS INC   2015-08-14 2018-04-10
58. COMCAST CORP NEW CL A   2018-01-11 2018-04-13
6. COMCAST CORP NEW CL A   2010-02-02 2018-04-13
2. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-04-13
1. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-04-13
8. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-04-13
8. MOLSON COORS BREWING CO   2015-06-22 2018-04-13
18. MOLSON COORS BREWING CO   2015-06-22 2018-04-13
1. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-04-16
12. MOLSON COORS BREWING CO   2015-06-23 2018-04-16
1. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-04-17
1. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-04-17
1. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-04-17
1. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-04-17
1. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-04-17
1. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-04-18
1. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-04-18
8. AGILENT TECHNOLOGIES INC   2017-05-05 2018-04-26
1. AGILENT TECHNOLOGIES INC   2017-05-05 2018-04-26
13. APPLE COMPUTER INC   2008-02-08 2018-04-26
2. AGILENT TECHNOLOGIES INC   2017-05-05 2018-04-27
6. AGILENT TECHNOLOGIES INC   2017-05-04 2018-04-27
15. AGILENT TECHNOLOGIES INC   2017-05-04 2018-04-30
8. INGERSOLL-RAND PLC   2017-05-17 2018-05-15
4. INGERSOLL-RAND PLC   2017-02-10 2018-05-15
1. INGERSOLL-RAND PLC   2017-02-10 2018-05-15
15. INGERSOLL-RAND PLC   2017-02-10 2018-05-15
1. CONCHO RESOURCES INC   2016-07-22 2018-05-22
2. CONCHO RESOURCES INC   2016-07-22 2018-05-22
10. CONCHO RESOURCES INC   2016-07-25 2018-05-22
1. PHILIP MORRIS INTERNATIONAL   2017-08-01 2018-05-22
7. PHILIP MORRIS INTERNATIONAL   2017-08-01 2018-05-22
3. PHILIP MORRIS INTERNATIONAL   2017-08-01 2018-05-22
1. PHILIP MORRIS INTERNATIONAL   2017-08-01 2018-05-22
1. PHILIP MORRIS INTERNATIONAL   2017-08-01 2018-05-23
3. PHILIP MORRIS INTERNATIONAL   2017-08-01 2018-05-23
6. PHILIP MORRIS INTERNATIONAL   2017-05-18 2018-05-23
15. LOWES COS INC   2011-08-04 2018-06-12
425. ISHARES MISCI EAFE INDEX FUND   2013-10-25 2018-06-13
920.81 INVESCO BAL-RSK ALLOC-R6   2013-02-04 2018-07-16
904.159 CHILTON STRATEGIC EUROPEAN EQUITIES FD   2018-01-22 2018-07-16
927.644 CRM LONG/SHORT OPPORTUNITIES FUND   2018-01-22 2018-07-16
1047.12 EQUINOX CAMPBELL STRATEGY-I   2013-10-25 2018-07-16
1. AMERISOURCEBERGEN CORP   2018-04-09 2018-07-18
1. AMERISOURCEBERGEN CORP   2018-04-09 2018-07-18
10. CAPITAL ONE FINL CORP   2018-01-11 2018-07-18
14. CAPITAL ONE FINL CORP   2018-01-11 2018-07-18
23. DISH NETWORK CORP   2016-04-18 2018-07-18
22. DISH NETWORK CORP   2016-04-18 2018-07-18
1. AMERISOURCEBERGEN CORP   2018-04-09 2018-07-19
5. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-19
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-20
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-20
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-24
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-24
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-25
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-25
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-26
1358.025 BROWN ADV JAPAN ALPHA OPP-IS   2018-01-22 2018-07-26
1783.47 BROWN ADV JAPAN ALPHA OPP-IS   2016-02-09 2018-07-26
35. EQT CORPORATION   2015-07-27 2018-07-26
1398.451 JPMORGAN GL RES ENH IDX-R6   2014-12-29 2018-07-26
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-27
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-31
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-31
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-08-01
2. AMERISOURCEBERGEN CORP   2018-04-06 2018-08-02
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-08-03
24. TWENTY-FIRST CENTURY FOX-A   2014-04-29 2018-08-09
247.461 DODGE & INTERNATIONAL STOCK FUND   2012-09-18 2018-08-20
159.043 DODGE & INTERNATIONAL STOCK FUND   2011-01-28 2018-08-20
23. NIKE INC   2017-10-03 2018-08-23
29. NIKE INC   2017-02-23 2018-08-23
1675.981 DODGE & COX INCOME FUND   2017-11-20 2018-09-04
1346.154 DOUBLELINE TOTL RET BND-I   2014-10-16 2018-09-04
19. AMERICAN INTL GROUP INC NEW   2018-02-22 2018-09-11
13. AMERICAN INTL GROUP INC NEW   2016-05-27 2018-09-11
19. FACEBOOK INC-A   2014-07-24 2018-09-13
12. MICROCHIP TECHNOLOGY INC   2017-04-17 2018-09-13
4. MICROCHIP TECHNOLOGY INC   2017-04-13 2018-09-13
2. MICROCHIP TECHNOLOGY INC   2017-04-13 2018-09-13
1. MICROCHIP TECHNOLOGY INC   2017-04-12 2018-09-13
3. MICROCHIP TECHNOLOGY INC   2017-04-12 2018-09-14
2. MICROCHIP TECHNOLOGY INC   2017-04-13 2018-09-14
1. MICROCHIP TECHNOLOGY INC   2017-04-13 2018-09-17
2. MICROCHIP TECHNOLOGY INC   2017-04-12 2018-09-17
1. MICROCHIP TECHNOLOGY INC   2017-04-12 2018-09-18
1. MICROCHIP TECHNOLOGY INC   2017-04-12 2018-09-19
63. TWENTY-FIRST CENTURY FOX-A   2014-04-29 2018-09-20
30. TWENTY-FIRST CENTURY FOX-A   2017-11-20 2018-09-20
CAPITAL GAIN DIVIDENDS P    
(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 283   312 -29
b 1,132   773 359
c 277   238 39
d 1,674   305 1,369
e 478   86 392
56   48 8
334   286 48
111   95 16
56   41 15
56   41 15
111   83 28
56   41 15
111   83 28
1,752   2,235 -483
340   345 -5
1,084   1,105 -21
1,015   1,034 -19
872   895 -23
896   642 254
621   532 89
931   138 793
717   512 205
1,485   1,633 -148
71   77 -6
213   232 -19
7,500   6,885 615
7,500   6,785 715
1,866   1,784 82
481   331 150
507   102 405
168   34 134
850   171 679
337   68 269
426   665 -239
267   374 -107
623   873 -250
53   75 -22
780   1,088 -308
494   685 -191
440   274 166
1,320   821 499
1,131   677 454
18     18
2,141   1,322 819
222   174 48
446   348 98
2,707   2,927 -220
177   139 38
44   35 9
1,590   1,248 342
27,500   21,496 6,004
7,500   7,631 -131
5,000   5,028 -28
1,704   1,282 422
681   71 610
2,655   1,877 778
392   315 77
56   45 11
58   55 3
804   777 27
850   820 30
19,645   18,315 1,330
19,231   17,766 1,465
20,200   20,515 -315
351   433 -82
177   215 -38
117   142 -25
177   213 -36
1,346   1,594 -248
59   69 -10
2,122   1,954 168
1,126   1,146 -20
236   236  
799   798 1
153   134 19
153   134 19
153   134 19
915   805 110
152   122 30
1,742   1,721 21
1,427   1,420 7
178   176 2
153   122 31
59   47 12
2,372   1,752 620
202   174 28
1,269   1,624 -355
2,500   2,571 -71
1,405   1,219 186
1,228   958 270
1,916   2,453 -537
198   48 150
313   308 5
157   152 5
1,256   1,216 40
585   697 -112
1,320   1,330 -10
158   152 6
883   876 7
159   152 7
160   152 8
161   152 9
159   152 7
160   152 8
149   152 -3
149   152 -3
531   454 77
66   57 9
2,136   231 1,905
132   113 19
398   340 58
991   849 142
711   703 8
355   327 28
89   82 7
1,332   1,225 107
154   122 32
307   245 62
1,504   1,188 316
80   117 -37
560   815 -255
240   349 -109
80   116 -36
80   116 -36
244   349 -105
488   683 -195
1,510   306 1,204
29,984   27,938 2,046
10,000   11,651 -1,651
10,000   9,946 54
10,000   9,917 83
10,000   10,974 -974
86   86  
86   86  
971   1,040 -69
1,359   1,456 -97
718   1,225 -507
686   1,017 -331
85   86 -1
427   429 -2
85   85  
85   85  
85   85  
84   85 -1
85   85  
85   85  
83   85 -2
14,789   16,500 -1,711
19,422   16,957 2,465
1,902   2,499 -597
32,500   25,983 6,517
83   85 -2
82   85 -3
82   85 -3
80   85 -5
158   171 -13
81   85 -4
1,095   769 326
10,653   8,287 2,366
6,847   5,691 1,156
1,908   1,185 723
2,406   1,679 727
22,542   23,000 -458
14,000   14,875 -875
992   1,144 -152
679   764 -85
3,086   1,813 1,273
1,010   880 130
336   291 45
168   145 23
84   72 12
252   217 35
170   145 25
82   72 10
163   144 19
81   72 9
81   72 9
2,813   1,953 860
1,340   921 419
      10,095
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       -29
b       359
c       39
d       1,369
e       392
      8
      48
      16
      15
      15
      28
      15
      28
      -483
      -5
      -21
      -19
      -23
      254
      89
      793
      205
      -148
      -6
      -19
      615
      715
      82
      150
      405
      134
      679
      269
      -239
      -107
      -250
      -22
      -308
      -191
      166
      499
      454
      18
      819
      48
      98
      -220
      38
      9
      342
      6,004
      -131
      -28
      422
      610
      778
      77
      11
      3
      27
      30
      1,330
      1,465
      -315
      -82
      -38
      -25
      -36
      -248
      -10
      168
      -20
       
      1
      19
      19
      19
      110
      30
      21
      7
      2
      31
      12
      620
      28
      -355
      -71
      186
      270
      -537
      150
      5
      5
      40
      -112
      -10
      6
      7
      7
      8
      9
      7
      8
      -3
      -3
      77
      9
      1,905
      19
      58
      142
      8
      28
      7
      107
      32
      62
      316
      -37
      -255
      -109
      -36
      -36
      -105
      -195
      1,204
      2,046
      -1,651
      54
      83
      -974
       
       
      -69
      -97
      -507
      -331
      -1
      -2
       
       
       
      -1
       
       
      -2
      -1,711
      2,465
      -597
      6,517
      -2
      -3
      -3
      -5
      -13
      -4
      326
      2,366
      1,156
      723
      727
      -458
      -875
      -152
      -85
      1,273
      130
      45
      23
      12
      35
      25
      10
      19
      9
      9
      860
      419
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 42,736
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 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 78,056 1,640,143 0.047591
2017 88,217 1,590,538 0.055464
2016 85,854 1,739,159 0.049365
2015 78,830 1,756,828 0.044871
2014 73,857 1,622,072 0.045533
2
Total of line 1, column (d) .....................
2
0.242824
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.048565
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
1,802,304
5
Multiply line 4 by line 3......................
5
87,529
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
674
7
Add lines 5 and 6........................
7
88,203
8
Enter qualifying distributions from Part XII, line 4,.............
8
80,496
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,349
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,349
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,349
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 900
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 900
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 449
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAZ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletJP MORGAN CHASE BANK NA Telephone no.bullet (800) 496-2583

    Located atbullet10 S DEARBORN ST MC IL1-0111CHICAGOIL ZIP+4bullet60603
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 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
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    JP MORGAN CHASE BANK N A trustee
    2     		15,856    
    10 S DEARBORN ST MC IL1-0111
    Chicago,IL60603
    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...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,601,083
    b
    Average of monthly cash balances.......................
    1b
    228,667
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,829,750
    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
    1,829,750
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    27,446
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,802,304
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    90,115
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    90,115
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    1,349
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,349
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    88,766
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    88,766
    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
    88,766
    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
    80,496
    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
    80,496
    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
    80,496
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 88,766
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 73,262
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 0
    b From 2015...... 0
    c From 2016...... 0
    d From 2017...... 0
    e From 2018...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 80,496
    a Applied to 2018, but not more than line 2a 73,262
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 7,234
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		81,532
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015.... 0
    b Excess from 2016.... 0
    c Excess from 2017.... 0
    d Excess from 2018.... 0
    e Excess from 2019.... 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList 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
    bList 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
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Square and Compass Crippled
    Childrens Clinic
    2600 NORTH WYATT DRIVE
    Tucson,AZ85712     		NONE PC GENERAL SUPPORT 73,262
    Total .................................bullet 3a 73,262
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 35,234  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot 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 ............     		    18 42,736  
    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)..   77,970  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    77,970
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    GODDARD CRIPPLED CH AZ TW XXXXX5001
    EIN:
    86-6071658
    Name of Bond End of Year Book Value End of Year Fair Market Value
    64128K579 NB HIGH INCOME BOND-    
    552746364 MFS EMERGING MKTS DE    
    4812C0100 JPM CORE BD FD - R6 38,493 37,612
    091929687 BLACKROCK HIGH YIELD    
    258620103 DOUBLELINE TOTL RET 19,101 18,096
    92203J308 VANGUARD TOTAL INTL 73,703 73,491
    693390601 PIMCO SHORT TERM FD 22,500 22,543
    722005816 PIMCO INVESTMENT GRA 36,750 36,641
    921937827 VANGUARD SHORT TERM 19,526 19,508

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    GODDARD CRIPPLED CH AZ TW XXXXX5001
    EIN:
    86-6071658
    Name of Stock End of Year Book Value End of Year Fair Market Value
    00206R102 AT&T INC    
    026874784 AMERICAN INTERNATION 2,746 2,609
    060505104 BANK OF AMERICA CORP 5,311 10,547
    064058100 BANK OF NEW YORK MEL 2,898 3,110
    084670702 BERKSHIRE HATHAWAY I 6,138 7,280
    09247X101 BLACKROCK INC    
    172967424 CITIGROUP INC 5,385 8,968
    38141G104 GOLDMAN SACHS GROUP 2,406 3,588
    416515104 HARTFORD FINANCIAL S 1,623 2,448
    45866F104 INTERCONTINENTAL EXC 1,629 2,097
    493267108 KEYCORP 1,662 3,023
    59156R108 METLIFE INC    
    617446448 MORGAN STANLEY 5,022 9,454
    693475105 PNC FINANCIAL SERVIC    
    78486Q101 SVB FINANCIAL GROUP 1,888 4,662
    808513105 SCHWAB (CHARLES) COR 1,924 3,342
    92826C839 VISA INC-CLASS A SHA 2,763 5,403
    949746101 WELLS FARGO & CO 3,918 7,726
    002824100 ABBOTT LABORATORIES    
    015351109 ALEXION PHARMACEUTIC    
    09062X103 BIOGEN INC 184 1,413
    101137107 BOSTON SCIENTIFIC CO 3,897 6,892
    110122108 BRISTOL-MYERS SQUIBB 3,616 5,153
    125509109 CIGNA CORP    
    125896100 CMS ENERGY CORP    
    151020104 CELGENE CORP 1,619 2,506
    16119P108 CHARTER COMMUNICATIO 5,185 6,518
    20030N101 COMCAST CORP-CLASS A 690 3,045
    254687106 WALT DISNEY CO/THE 8,526 9,940
    25470M109 DISH NETWORK CORP-A    
    375558103 GILEAD SCIENCES INC 2,358 1,930
    437076102 HOME DEPOT INC 1,578 8,907
    500754106 THE KRAFT HEINZ CO    
    532457108 ELI LILLY & CO 4,603 6,224
    548661107 LOWE'S COS INC 979 5,741
    57636Q104 MASTERCARD INC-CLASS 2,035 13,802
    58933Y105 MERCK & CO. INC. 4,438 4,966
    60871R209 MOLSON COORS BREWING    
    65339F101 NEXTERA ENERGY INC 3,912 4,525
    654106103 NIKE INC -CL B    
    67103H107 O'REILLY AUTOMOTIVE 4,136 5,557
    713448108 PEPSICO INC 6,421 7,379
    717081103 PFIZER INC 7,378 9,563
    872540109 TJX COMPANIES INC    
    90130A101 TWENTY-FIRST CENTURY    
    91324P102 UNITEDHEALTH GROUP I 3,564 16,494
    92210H105 VANTIV INC - CL A    
    92532F100 VERTEX PHARMACEUTICA 633 3,469
    931427108 WALGREENS BOOTS ALLI    
    00846U101 AGILENT TECHNOLOGIES 1,668 2,539
    277432100 EASTMAN CHEMICAL CO 2,381 3,542
    369550108 GENERAL DYNAMICS COR 3,200 4,094
    369604103 GENERAL ELECTRIC CO    
    438516106 HONEYWELL INTERNATIO 3,033 11,648
    573284106 MARTIN MARIETTA MATE    
    574599106 MASCO CORP 1,090 3,440
    609207105 MONDELEZ INTERNATION 3,495 5,155
    655844108 NORFOLK SOUTHERN COR 6,074 7,942
    666807102 NORTHROP GRUMMAN COR 4,856 6,030
    718172109 PHILIP MORRIS INTERN 3,483 2,528
    854502101 STANLEY BLACK & DECK 3,785 5,711
    907818108 UNION PACIFIC CORP 5,574 8,467
    910047109 UNITED CONTINENTAL H    
    96208T104 WEX INC 1,853 4,015
    00724F101 ADOBE SYSTEMS INC 767 6,479
    02079K107 ALPHABET INC/CA-CL C 6,274 16,709
    02079K305 ALPHABET INC/CA-CL A 2,597 7,242
    023135106 AMAZON.COM INC 4,198 22,033
    032654105 ANALOG DEVICES INC 3,957 4,715
    037833100 APPLE INC 1,686 21,445
    30303M102 FACEBOOK INC-A 2,404 5,263
    31620M106 FIDELITY NATIONAL IN 2,973 5,126
    594918104 MICROSOFT CORP 6,749 25,619
    595017104 MICROCHIP TECHNOLOGY    
    882508104 TEXAS INSTRUMENTS IN 3,237 6,545
    98138H101 WORKDAY INC-CLASS A 1,320 2,336
    032511107 ANADARKO PETROLEUM C    
    20605P101 CONCHO RESOURCES INC    
    25278X109 DIAMONDBACK ENERGY I 2,181 2,839
    26875P101 EOG RESOURCES INC 6,257 9,695
    26884L109 EQT CORP    
    65473P105 NISOURCE INC 1,528 2,766
    674599105 OCCIDENTAL PETROLEUM 8,769 10,107
    723787107 PIONEER NATURAL RESO 4,077 5,052
    256206103 DODGE & COX INTL STO 38,579 68,943
    46432F842 ISHARES CORE MSCI EA 85,429 86,508
    64122Q309 NEUBERGER BER MU/C O 31,500 57,703
    77956H435 T ROWE PR OVERSEAS S 55,000 70,615
    78462F103 SPDR S&P 500 ETF TRU 168,217 249,147
    26078J100 DOWDUPONT INC 9,147 9,839
    G0176J109 ALLEGION PLC 2,420 3,351
    G0177J108 ALLERGAN PLC 8,467 6,476
    G1151C101 ACCENTURE PLC-CL A 2,908 5,957
    G47791101 INGERSOLL-RAND PLC    
    H1467J104 CHUBB LTD 2,983 6,281
    Y09827109 BROADCOM LTD    
    94106B101 WASTE CONNECTIONS IN 2,348 3,669
    04314H857 ARTISAN INTL VALUE F 54,407 76,251
    115233579 BROWN ADV JAPAN ALPH    
    464287465 ISHARES MSCI EAFE IN 123,245 141,079
    46637K513 JPM GLBL RES ENH IND    
    G27823106 DELPHI AUTOMOTIVE PL    
    025816106 AMERICAN EXPRESS CO 2,340 2,449
    G6095L109 APTIV PLC 3,424 3,692
    110122108 BROADCOM INC 1,414 8,882
    191216100 COCA COLA CO 3,877 4,019
    247361702 DELTA AIRLINES INC 2,836 3,065
    256746108 DOLLAR TREE INC 2,946 2,610
    285512109 ELECTRONIC ARTS INC 2,729 2,892
    518439104 ESTEE LAUDER CO CL A 2,536 2,761
    56585A102 MARATHON PETROLEUM C 5,804 6,078
    G5960L103 MEDTRONIC PLC 4,536 5,410
    64110L106 NETFLIX INC 3,707 3,741
    67066G104 NVIDIA CORP 3,894 5,339
    68389X105 ORACLE CORP 4,782 4,847
    701094104 PARKER HANNIFIN CORP 2,915 2,575
    701877102 PARSLEY ENERGY INC C 1,971 1,814
    70450Y103 PAYPAL HOLDINGS INC 2,922 2,987
    693656100 PVH CORP 2,799 2,599
    79466L302 SALESFORCE.COM INC 2,896 3,817
    913017109 UNITED TECHNOLOGIES 2,928 3,355
    981558109 WORLDPAY INC CL A 1,801 2,532
    98956P102 ZIMMER HOLDINGS INC 5,951 6,968
    46641Q696 JPMORGAN BETA BUILDE 17,959 17,828
    46641Q712 JPMORGAN BETABUILDER 33,531 34,057
    48129C207 JPMORGAN GL RES ENH 98,426 139,884
    024525172 AMERICAN BEACON GLG 13,929 13,724
    00771X435 CHILTON STRATEGIC EU 25,404 26,422
    12628J881 CRM LONG/SHORT OPPOR 25,683 27,614
    39446A819 EQUINOX CAMPBELL STR 18,979 17,367
    00142R539 INVESCO BAL RSK ALLO 19,712 17,952
    72201U638 PIMCO MTGE OPPROTUNI 32,500 32,425

    TY 2017 LegalFeesSchedule
    Name:
    GODDARD CRIPPLED CH AZ TW XXXXX5001
    EIN:
    86-6071658
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 446     446
    LEGAL FEES - INCOME (ALLOCABLE 446     446


    TY 2017 OtherDecreasesSchedule
    Name:
    GODDARD CRIPPLED CH AZ TW XXXXX5001
    EIN:
    86-6071658
    Description Amount
    ROUNDING 5


    TY 2017 TaxesSchedule
    Name:
    GODDARD CRIPPLED CH AZ TW XXXXX5001
    EIN:
    86-6071658
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 61 61   0
    FEDERAL TAX PAYMENT - PRIOR YE 469 0   0
    FEDERAL ESTIMATES - INCOME 900 0   0
    FOREIGN TAXES ON QUALIFIED FOR 920 920   0
    FOREIGN TAXES ON NONQUALIFIED 31 31   0