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
EA HUDSON TRUST XXXXX5007
 
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

74-6038270
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$2,022,989J 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... 43,555 43,555  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 45,418
b Gross sales price for all assets on line 6a 488,349
7 Capital gain net income (from Part IV, line 2)... 45,418
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........ 88,973 88,973  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 17,364 10,418   6,946
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
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 2,970 470   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.......... 20,334 10,888 0 6,946
25 Contributions, gifts, grants paid....... 85,108 85,108
26 Total expenses and disbursements. Add lines 24 and 25 105,442 10,888 0 92,054
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -16,469
b Net investment income (if negative, enter -0-) 78,085
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............. 67,707 1,016 1,016
2 Savings and temporary cash investments......... 5,902 11,523 11,523
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)....... 847,326 Click to see attachment844,652 1,211,567
c Investments—corporate bonds (attach schedule)....... 554,012 Click to see attachment628,151 616,530
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 181,362 Click to see attachment154,472 152,353
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2 Click to see attachment2 Click to see attachment30,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,656,311 1,639,816 2,022,989
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........ 1,656,311 1,639,816
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)..... 1,656,311 1,639,816
30 Total liabilities and net assets/fund balances (see instructions). 1,656,311 1,639,816
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
1,656,311
2
Enter amount from Part I, line 27a .....................
2
-16,469
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,639,842
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
26
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,639,816
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 6. ALEXION PHARMACEUTICALS INC   2013-05-07 2017-10-03
c 5. HARTFORD FINL SVCS GROUP INC   2016-12-16 2017-10-03
d 6. BROADCOM LTD   2013-04-25 2017-10-03
e 2. BROADCOM LTD   2013-04-25 2017-10-03
1. ALEXION PHARMACEUTICALS INC   2013-05-07 2017-10-04
1. HARTFORD FINL SVCS GROUP INC   2016-12-16 2017-10-04
6. HARTFORD FINL SVCS GROUP INC   2016-12-16 2017-10-04
3. HARTFORD FINL SVCS GROUP INC   2016-12-16 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
67. GENERAL ELEC CO     2017-10-10
9. AT&T INC   2015-06-01 2017-10-27
30. AT&T INC     2017-10-27
28. AT&T INC     2017-10-30
24. AT&T INC   2015-06-02 2017-10-30
9. ANALOG DEVICES INC     2017-11-10
4. BIOGEN IDEC INC     2017-11-10
7. ANALOG DEVICES INC     2017-11-13
19. TJX COS INC NEW     2017-11-17
3. TJX COS INC NEW   2016-12-05 2017-11-17
2358.491 JPMORGAN TRUST HIGH YLD ULTRA     2017-11-20
12. PNC FINL SVCS GROUP INC     2017-11-20
1. BLACKROCK INC   2014-10-30 2017-11-21
3. ADOBE SYS INC   2012-11-05 2017-12-04
1. ADOBE SYS INC   2012-11-05 2017-12-05
4. ADOBE SYS INC   2012-11-05 2017-12-05
2. ADOBE SYS INC   2012-11-05 2017-12-05
22. GENERAL ELEC CO     2017-12-05
14. GENERAL ELEC CO   2015-09-08 2017-12-05
32. GENERAL ELEC CO   2015-09-08 2017-12-05
3. GENERAL ELEC CO   2015-09-08 2017-12-06
40. GENERAL ELEC CO     2017-12-06
26. GENERAL ELEC CO     2017-12-06
6. STADA ARZNEIMITTEL AG     2017-12-13
20. STADA ARZNEIMITTEL AG   2013-11-26 2017-12-13
16. STADA ARZNEIMITTEL AG     2017-12-13
564.491 JPM INTREPID VALUE FD - R6 FUND 2146   2011-04-18 2017-12-21
. DELPHI TECHNOLOGIES PLC     2017-12-26
4. BLACKROCK INC   2014-10-29 2018-01-11
4. CMS ENERGY CORP   2015-12-02 2018-01-11
9. CMS ENERGY CORP   2015-12-02 2018-01-11
32. THE KRAFT HEINZ CO     2018-01-11
1. ABBOTT LABS   2015-04-21 2018-01-12
1. ADOBE SYS INC   2012-11-05 2018-01-12
2. AGILENT TECHNOLOGIES INC     2018-01-12
1. AMERICAN INTL GROUP INC NEW   2016-08-17 2018-01-12
1. ANADARKO PETE CORP   2016-12-13 2018-01-12
1. ANALOG DEVICES INC   2016-10-28 2018-01-12
2. APPLE COMPUTER INC   2017-02-02 2018-01-12
6. BANK OF AMERICA CORPORATION   2016-11-09 2018-01-12
1. BERKSHIRE HATHAWAY INC DEL CL B   2017-08-14 2018-01-12
4. BOSTON SCIENTIFIC CORP   2016-09-15 2018-01-12
1. BRISTOL MYERS SQUIBB CO   2017-02-23 2018-01-12
4. CMS ENERGY CORP   2015-12-02 2018-01-12
1. CMS ENERGY CORP   2015-12-02 2018-01-12
34. CMS ENERGY CORP     2018-01-12
1. CELGENE CORP.   2016-10-27 2018-01-12
2. CITIGROUP INC NEW   2017-05-15 2018-01-12
3. COMCAST CORP NEW CL A   2018-01-11 2018-01-12
1. CONCHO RESOURCES INC   2017-05-15 2018-01-12
1. DELTA AIR LINES INC DEL NEW   2017-12-13 2018-01-12
1. DISNEY WALT CO   2017-01-31 2018-01-12
1. DISH NETWORK CORP   2016-09-23 2018-01-12
1. DOLLAR TREE INC   2017-10-27 2018-01-12
1. DOWDUPONT INC   2017-03-20 2018-01-12
1. EOG RESOURCES INC   2016-09-15 2018-01-12
1. EQT CORPORATION   2015-07-27 2018-01-12
436.681 EATON VANCE MUT FDS TR   2016-10-26 2018-01-12
468.165 EQUINOX CAMPBELL STRATEGY-I     2018-01-12
1. FACEBOOK INC-A   2017-06-30 2018-01-12
1. FIDELITY NATL INFORMATION SVCS INC   2015-04-13 2018-01-12
1. GENERAL DYNAMICS CORP   2017-02-10 2018-01-12
1. GILEAD SCIENCES INC   2014-12-11 2018-01-12
4954.976 JOHN HANCOCKINC FD - R6   2015-09-02 2018-01-12
1. HARTFORD FINL SVCS GROUP INC   2016-09-09 2018-01-12
1. HOME DEPOT INC   2012-03-20 2018-01-12
2. HONEYWELL INTL INC   2013-04-12 2018-01-12
1. INTERCONTINENTALEXCHANGE GROUP, INC   2017-02-01 2018-01-12
1. INTERNATIONAL BUSINESS MACHS CORP   2017-12-04 2018-01-12
1282.051 JPMORGAN GL RES ENH IDX-R6   2015-01-02 2018-01-12
4. KEYCORP NEW     2018-01-12
2. LILLY ELI & CO   2015-07-08 2018-01-12
2. LOWES COS INC   2011-08-04 2018-01-12
2. MASCO CORP   2012-07-30 2018-01-12
2. MASTERCARD INC - CLASS A   2015-04-22 2018-01-12
1. MERCK & CO INC   2017-10-03 2018-01-12
1. METLIFE INC   2017-08-25 2018-01-12
5. MICROSOFT CORP     2018-01-12
1. MOLSON COORS BREWING CO   2015-11-17 2018-01-12
2. MONDELEZ INTERNATIONAL-W/I     2018-01-12
5. MORGAN STANLEY DEAN WITTER & CO NEW   2015-06-04 2018-01-12
1. NEXTERA ENERGY INC   2016-10-18 2018-01-12
1. NIKE INC   2017-02-23 2018-01-12
3. NISOURCE INC   2015-12-02 2018-01-12
1. NORFOLK SOUTHN CORP   2017-11-21 2018-01-12
1. NVIDIA CORP   2017-10-03 2018-01-12
2. OCCIDENTAL PETE CORP   2014-11-11 2018-01-12
1. PEPSICO INC   2015-10-29 2018-01-12
5. PFIZER INC   2016-07-05 2018-01-12
1. PHILIP MORRIS INTERNATIONAL   2017-08-01 2018-01-12
1. PIONEER NAT RES CO   2016-11-08 2018-01-12
1. SCHWAB CHARLES CORP NEW   2016-06-03 2018-01-12
1. STANLEY BLACK & DECKER,INC.   2015-12-02 2018-01-12
1. TJX COS INC NEW   2014-10-21 2018-01-12
1. TEXAS INSTRS INC   2016-03-10 2018-01-12
2. TWENTY-FIRST CENTURY FOX-A   2014-04-29 2018-01-12
1. UNION PAC CORP   2017-05-18 2018-01-12
1. UNITED TECHNOLOGIES CORP   2017-12-12 2018-01-12
1. UNITEDHEALTH GROUP INC   2016-09-15 2018-01-12
1. VANTIV INC - CL A   2017-09-22 2018-01-12
1. VERTEX PHARMACEUTICALS INC   2015-09-29 2018-01-12
1. VISA INC CLASS A SHARES   2015-10-19 2018-01-12
3. WELLS FARGO & CO NEW   2017-06-30 2018-01-12
1. ZIMMER HLDGS INC   2017-11-14 2018-01-12
1. ALLEGION PLC   2016-05-10 2018-01-12
1. ALLERGAN PLC   2015-11-23 2018-01-12
1. ACCENTURE PLC   2016-02-10 2018-01-12
1. INGERSOLL-RAND PLC   2017-05-19 2018-01-12
1. APTIV PLC   2017-05-18 2018-01-12
1. CHUBB LTD   2016-08-17 2018-01-12
1. BROADCOM LTD   2013-04-25 2018-01-12
7. APPLE COMPUTER INC   2017-02-02 2018-01-26
6. APPLE COMPUTER INC   2009-03-26 2018-01-26
30. TJX COS INC NEW     2018-01-26
7. DELPHI TECHNOLOGIES PLC     2018-01-26
3167.265 JPMORGAN TRUST HIGH YLD ULTRA     2018-01-31
1. WELLS FARGO & CO NEW   2017-06-30 2018-02-06
13. WELLS FARGO & CO NEW   2017-06-30 2018-02-06
13. WELLS FARGO & CO NEW     2018-02-06
1007.887 PIMCO SHORT TERM FUND INSTL   2018-01-12 2018-02-07
2572.763 BLACKROCK HIGH YIELD PT-BLAC   2011-10-28 2018-02-08
332.005 MFS EMERGING MKTS DEBT FD R6   2017-12-21 2018-02-09
1230.427 MFS EMERGING MKTS DEBT FD R6   2016-07-20 2018-02-09
5. ANADARKO PETE CORP     2018-02-22
3. ANADARKO PETE CORP     2018-02-22
2. ANADARKO PETE CORP     2018-02-22
3. ANADARKO PETE CORP     2018-02-22
20. ANADARKO PETE CORP     2018-02-22
1. ANADARKO PETE CORP   2017-01-30 2018-02-22
10. CIGNA CORP     2018-02-22
22. METLIFE INC     2018-02-22
4. METLIFE INC     2018-02-22
15. METLIFE INC     2018-02-22
577.901 VANGUARD TOTAL INTL BND-ADM   2017-04-27 2018-02-28
1. CONCHO RESOURCES INC   2017-05-15 2018-03-09
1. CONCHO RESOURCES INC   2017-05-15 2018-03-09
1. CONCHO RESOURCES INC   2016-07-22 2018-03-09
5. CONCHO RESOURCES INC   2017-05-15 2018-03-09
1. CONCHO RESOURCES INC   2016-07-22 2018-03-09
10. INTERNATIONAL BUSINESS MACHS CORP   2017-12-04 2018-03-09
14. INGERSOLL-RAND PLC     2018-03-09
2. INGERSOLL-RAND PLC   2017-05-18 2018-03-09
1473.477 JPMORGAN INFLATN MGD BND-R6   2011-08-16 2018-03-15
1. ABBOTT LABS   2015-04-21 2018-04-06
37. ABBOTT LABS     2018-04-06
1. MARTIN MARIETTA MATLS INC   2015-08-14 2018-04-06
18. WALGREENS BOOTS ALLIANCE INC   2017-01-30 2018-04-06
7. MARTIN MARIETTA MATLS INC   2015-08-14 2018-04-09
5. MARTIN MARIETTA MATLS INC     2018-04-10
51. COMCAST CORP NEW CL A   2018-01-11 2018-04-13
6. COMCAST CORP NEW CL A   2009-12-07 2018-04-13
2. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-04-13
8. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-04-13
7. MOLSON COORS BREWING CO     2018-04-13
16. MOLSON COORS BREWING CO     2018-04-13
1. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-04-16
11. MOLSON COORS BREWING CO     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 2018-04-18
1. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-04-18
1. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-04-18
7. AGILENT TECHNOLOGIES INC     2018-04-26
1. AGILENT TECHNOLOGIES INC   2017-05-05 2018-04-26
11. APPLE COMPUTER INC   2009-03-26 2018-04-26
2. AGILENT TECHNOLOGIES INC   2017-05-05 2018-04-27
5. AGILENT TECHNOLOGIES INC     2018-04-27
14. AGILENT TECHNOLOGIES INC     2018-04-30
1. ALPHABET INC/CA-CL C   2018-05-07 2018-05-10
1. AMERICAN INTL GROUP INC NEW   2018-02-22 2018-05-10
1. AMERISOURCEBERGEN CORP   2018-04-09 2018-05-10
2. APPLE COMPUTER INC   2009-03-26 2018-05-10
6. BANK OF AMERICA CORPORATION     2018-05-10
1. BANK OF NEW YORK MELLON CORP   2018-02-22 2018-05-10
3. BOSTON SCIENTIFIC CORP   2016-09-15 2018-05-10
2. BRISTOL MYERS SQUIBB CO   2017-02-23 2018-05-10
1. CAPITAL ONE FINL CORP   2018-01-11 2018-05-10
2. CITIGROUP INC NEW   2017-05-15 2018-05-10
1. COCA-COLA CO   2018-04-16 2018-05-10
1. DELTA AIR LINES INC DEL NEW   2017-12-13 2018-05-10
1. DIAMONDBACK ENERGY INC   2017-05-15 2018-05-10
1. DISNEY WALT CO   2017-01-31 2018-05-10
1. DOLLAR TREE INC   2017-10-27 2018-05-10
2. DOWDUPONT INC     2018-05-10
1. EOG RESOURCES INC   2016-09-15 2018-05-10
1. EQT CORPORATION   2015-07-27 2018-05-10
1. EASTMAN CHEM CO   2016-07-07 2018-05-10
223.464 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND     2018-05-10
101.833 EQUINOX CAMPBELL STRATEGY-I   2016-10-26 2018-05-10
1. FACEBOOK INC-A   2017-06-30 2018-05-10
1. FIDELITY NATL INFORMATION SVCS INC   2015-04-10 2018-05-10
1. HARTFORD FINL SVCS GROUP INC   2016-09-09 2018-05-10
1. HONEYWELL INTL INC   2013-04-12 2018-05-10
2. KEYCORP NEW   2016-04-19 2018-05-10
1. LOWES COS INC   2011-08-04 2018-05-10
1. MARATHON PETROLEUM CORPORATION   2018-03-09 2018-05-10
2. MASCO CORP   2012-07-30 2018-05-10
1. MASTERCARD INC - CLASS A   2015-04-22 2018-05-10
1. MERCK & CO INC   2017-10-03 2018-05-10
4. MICROSOFT CORP     2018-05-10
2. MONDELEZ INTERNATIONAL-W/I     2018-05-10
3. MORGAN STANLEY DEAN WITTER & CO NEW   2015-06-04 2018-05-10
1. NIKE INC   2017-02-23 2018-05-10
2. NISOURCE INC   2015-12-02 2018-05-10
1. NORTHROP GRUMMAN CORP   2017-10-10 2018-05-10
1. O'REILLY AUTOMOTIVE INC   2016-11-15 2018-05-10
2. OCCIDENTAL PETE CORP   2014-11-11 2018-05-10
2. ORACLE CORP   2018-03-09 2018-05-10
1. PVH CORP   2018-01-30 2018-05-10
1. PAYPAL HOLDINGS INC   2018-01-26 2018-05-10
1. PEPSICO INC   2015-10-29 2018-05-10
3. PFIZER INC   2016-07-05 2018-05-10
1. PHILIP MORRIS INTERNATIONAL   2017-08-01 2018-05-10
1. SCHWAB CHARLES CORP NEW   2016-06-03 2018-05-10
1. TEXAS INSTRS INC   2016-03-10 2018-05-10
2. TWENTY-FIRST CENTURY FOX-A   2014-04-29 2018-05-10
1. UNITEDHEALTH GROUP INC   2016-09-15 2018-05-10
114.784 VANGUARD TOTAL INTL BND-ADM   2017-04-27 2018-05-10
1. WASTE CONNECTIONS INC   2016-08-11 2018-05-10
3. WELLS FARGO & CO NEW   2017-11-20 2018-05-10
1. WEX INC   2016-05-02 2018-05-10
1. ZIMMER HLDGS INC   2018-04-26 2018-05-10
1. MEDTRONIC PLC   2018-04-10 2018-05-10
1. APTIV PLC   2018-04-26 2018-05-10
1. CHUBB LTD   2016-08-17 2018-05-10
6. INGERSOLL-RAND PLC     2018-05-15
1. INGERSOLL-RAND PLC   2017-02-10 2018-05-15
4. INGERSOLL-RAND PLC     2018-05-15
1. INGERSOLL-RAND PLC   2017-02-10 2018-05-15
13. 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
9. CONCHO RESOURCES INC     2018-05-22
1. PHILIP MORRIS INTERNATIONAL   2017-08-01 2018-05-22
7. PHILIP MORRIS INTERNATIONAL   2017-08-01 2018-05-22
2. PHILIP MORRIS INTERNATIONAL   2017-08-01 2018-05-22
1. PHILIP MORRIS INTERNATIONAL   2017-08-01 2018-05-23
7. PHILIP MORRIS INTERNATIONAL   2017-05-18 2018-05-23
2. PHILIP MORRIS INTERNATIONAL   2017-08-01 2018-05-23
12. LOWES COS INC     2018-06-12
202.922 ARTISAN INTL VALUE FD-INS   2011-02-02 2018-06-18
366.569 CAPITAL GR NON US EQUITY   2015-07-30 2018-06-18
100. ISHARES MISCI EAFE INDEX FUND   2018-01-12 2018-06-18
150. ISHARES MISCI EAFE INDEX FUND   2017-05-12 2018-06-18
664.305 T ROWE PR OVERSEAS STOCK-I   2015-07-30 2018-06-18
832.56 CRM LONG/SHORT OPPORTUNITIES FUND   2016-12-08 2018-07-12
908.059 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND   2016-02-02 2018-07-12
775.595 EQUINOX CAMPBELL STRATEGY-I     2018-07-12
815.956 CHILTON STRATEGIC EUROPEAN EQUITIES FD   2018-01-12 2018-07-13
1. AMERISOURCEBERGEN CORP   2018-04-09 2018-07-18
1. AMERISOURCEBERGEN CORP   2018-04-09 2018-07-18
8. CAPITAL ONE FINL CORP   2018-01-11 2018-07-18
13. CAPITAL ONE FINL CORP   2018-01-11 2018-07-18
40. DISH NETWORK CORP     2018-07-18
1. AMERISOURCEBERGEN CORP   2018-04-09 2018-07-19
4. AMERISOURCEBERGEN CORP     2018-07-19
1652.893 BROWN ADV JAPAN ALPHA OPP-IS   2018-01-12 2018-07-19
1854.722 BROWN ADV JAPAN ALPHA OPP-IS     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 2018-07-23
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 2018-07-26
2. EQT CORPORATION   2015-07-27 2018-07-26
7. EQT CORPORATION   2015-07-27 2018-07-26
6. EQT CORPORATION   2015-07-27 2018-07-26
16. EQT CORPORATION     2018-07-26
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-30
1082.72 JPMORGAN GL RES ENH IDX-R6     2018-07-30
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-31
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-08-01
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-08-02
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-08-03
22. TWENTY-FIRST CENTURY FOX-A   2014-04-29 2018-08-09
115. ISHARES CORE MSCI EAFE ETF   2017-07-03 2018-08-14
200. ISHARES CORE MSCI EAFE ETF   2018-01-12 2018-08-14
24. NIKE INC   2017-02-23 2018-08-23
22. NIKE INC   2017-10-03 2018-08-23
16. AMERICAN INTL GROUP INC NEW     2018-09-11
13. AMERICAN INTL GROUP INC NEW     2018-09-11
17. FACEBOOK INC-A     2018-09-13
11. MICROCHIP TECHNOLOGY INC     2018-09-13
4. MICROCHIP TECHNOLOGY INC     2018-09-13
1. MICROCHIP TECHNOLOGY INC   2017-04-12 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     2018-09-14
1. MICROCHIP TECHNOLOGY INC   2017-04-13 2018-09-17
1. 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
54. TWENTY-FIRST CENTURY FOX-A     2018-09-20
28. 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 849   580 269
c 277   238 39
d 1,435   261 1,174
e 478   87 391
141   97 44
56   48 8
334   286 48
167   143 24
111   83 28
56   41 15
111   83 28
1,587   2,031 -444
306   311 -5
1,017   1,036 -19
947   965 -18
805   826 -21
806   578 228
1,242   624 618
627   449 178
1,343   1,479 -136
213   232 -19
17,500   18,384 -884
1,599   1,531 68
481   333 148
507   102 405
168   34 134
680   137 543
337   68 269
390   653 -263
250   349 -99
569   798 -229
53   75 -22
710   991 -281
459   636 -177
377   261 116
1,257   782 475
1,006   604 402
19,571   13,637 5,934
35     35
2,141   1,322 819
178   139 39
401   314 87
2,475   2,678 -203
59   47 12
190   34 156
141   114 27
61   59 2
59   73 -14
91   64 27
352   256 96
185   107 78
207   177 30
110   94 16
63   56 7
177   139 38
44   35 9
1,501   1,179 322
105   105  
152   123 29
127   127  
159   134 25
59   54 5
112   110 2
50   54 -4
114   93 21
75   64 11
116   91 25
59   76 -17
4,000   3,991 9
5,000   5,011 -11
180   151 29
97   65 32
207   184 23
79   106 -27
32,059   31,995 64
55   41 14
196   49 147
316   148 168
75   59 16
164   156 8
30,000   23,436 6,564
85   48 37
173   175 -2
192   41 151
91   24 67
322   183 139
58   64 -6
54   48 6
443   274 169
85   95 -10
85   90 -5
273   195 78
150   125 25
65   58 7
72   58 14
155   129 26
222   179 43
152   171 -19
117   103 14
183   179 4
105   117 -12
186   175 11
55   29 26
173   110 63
78   62 16
111   55 56
73   64 9
140   107 33
136   124 12
228   135 93
76   72 4
157   100 57
120   77 43
187   166 21
122   112 10
85   67 18
178   303 -125
159   95 64
92   89 3
93   71 22
144   126 18
263   44 219
1,193   898 295
1,022   92 930
2,414   1,702 712
392   331 61
23,564   22,571 993
58   55 3
746   721 25
737   706 31
9,968   9,948 20
19,836   19,193 643
4,887   5,000 -113
18,112   18,469 -357
292   360 -68
177   214 -37
117   142 -25
177   213 -36
1,170   1,384 -214
59   69 -10
1,929   1,777 152
1,033   1,049 -16
189   189  
705   703 2
12,500   12,558 -58
153   134 19
153   134 19
152   123 29
762   671 91
153   122 31
1,583   1,565 18
1,248   1,241 7
178   176 2
15,000   15,738 -738
59   47 12
2,141   1,576 565
202   174 28
1,142   1,461 -319
1,405   1,219 186
1,023   784 239
1,684   2,157 -473
198   51 147
313   304 9
1,256   1,216 40
511   651 -140
1,173   1,182 -9
158   152 6
809   804 5
159   152 7
160   152 8
159   152 7
149   152 -3
149   152 -3
149   152 -3
465   397 68
66   57 9
1,808   169 1,639
132   113 19
331   283 48
925   791 134
1,098   1,052 46
53   61 -8
87   86 1
378   31 347
185   184 1
57   56 1
90   71 19
103   111 -8
93   104 -11
145   123 22
42   45 -3
51   54 -3
132   104 28
101   110 -9
93   93  
134   128 6
119   91 28
51   76 -25
108   67 41
2,000   2,018 -18
1,000   1,021 -21
185   151 34
104   65 39
53   41 12
146   74 72
40   24 16
84   20 64
78   71 7
75   24 51
193   92 101
58   64 -6
391   218 173
78   89 -11
164   117 47
68   58 10
49   39 10
327   293 34
263   268 -5
167   171 -4
94   106 -12
152   157 -5
79   85 -6
97   103 -6
105   108 -3
82   117 -35
59   29 30
109   55 54
76   64 12
232   135 97
2,500   2,494 6
76   53 23
162   162  
172   94 78
117   115 2
85   79 6
95   87 8
135   126 9
533   527 6
89   82 7
355   327 28
89   82 7
1,155   1,062 93
154   122 32
307   245 62
1,353   1,070 283
80   117 -37
560   815 -255
160   233 -73
80   116 -36
569   797 -228
163   233 -70
1,208   244 964
7,500   5,662 1,838
5,000   4,402 598
6,920   7,351 -431
10,379   9,785 594
7,500   6,662 838
9,008   8,309 699
8,000   8,100 -100
7,500   7,708 -208
9,000   8,894 106
86   86  
86   86  
777   832 -55
1,262   1,352 -90
1,248   1,987 -739
85   86 -1
341   343 -2
17,554   20,000 -2,446
19,697   18,466 1,231
85   85  
85   85  
85   85  
85   85  
84   85 -1
85   85  
83   85 -2
108   152 -44
380   532 -152
326   456 -130
867   1,080 -213
83   85 -2
25,000   19,304 5,696
82   85 -3
80   85 -5
79   85 -6
81   85 -4
1,004   705 299
7,212   7,000 212
12,542   13,818 -1,276
1,991   1,390 601
1,826   1,134 692
836   964 -128
679   763 -84
2,761   1,509 1,252
926   806 120
336   291 45
84   72 12
84   72 12
252   217 35
170   145 25
82   72 10
81   72 9
81   72 9
81   72 9
2,411   1,675 736
1,250   859 391
      9,660
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       269
c       39
d       1,174
e       391
      44
      8
      48
      24
      28
      15
      28
      -444
      -5
      -19
      -18
      -21
      228
      618
      178
      -136
      -19
      -884
      68
      148
      405
      134
      543
      269
      -263
      -99
      -229
      -22
      -281
      -177
      116
      475
      402
      5,934
      35
      819
      39
      87
      -203
      12
      156
      27
      2
      -14
      27
      96
      78
      30
      16
      7
      38
      9
      322
       
      29
       
      25
      5
      2
      -4
      21
      11
      25
      -17
      9
      -11
      29
      32
      23
      -27
      64
      14
      147
      168
      16
      8
      6,564
      37
      -2
      151
      67
      139
      -6
      6
      169
      -10
      -5
      78
      25
      7
      14
      26
      43
      -19
      14
      4
      -12
      11
      26
      63
      16
      56
      9
      33
      12
      93
      4
      57
      43
      21
      10
      18
      -125
      64
      3
      22
      18
      219
      295
      930
      712
      61
      993
      3
      25
      31
      20
      643
      -113
      -357
      -68
      -37
      -25
      -36
      -214
      -10
      152
      -16
       
      2
      -58
      19
      19
      29
      91
      31
      18
      7
      2
      -738
      12
      565
      28
      -319
      186
      239
      -473
      147
      9
      40
      -140
      -9
      6
      5
      7
      8
      7
      -3
      -3
      -3
      68
      9
      1,639
      19
      48
      134
      46
      -8
      1
      347
      1
      1
      19
      -8
      -11
      22
      -3
      -3
      28
      -9
       
      6
      28
      -25
      41
      -18
      -21
      34
      39
      12
      72
      16
      64
      7
      51
      101
      -6
      173
      -11
      47
      10
      10
      34
      -5
      -4
      -12
      -5
      -6
      -6
      -3
      -35
      30
      54
      12
      97
      6
      23
       
      78
      2
      6
      8
      9
      6
      7
      28
      7
      93
      32
      62
      283
      -37
      -255
      -73
      -36
      -228
      -70
      964
      1,838
      598
      -431
      594
      838
      699
      -100
      -208
      106
       
       
      -55
      -90
      -739
      -1
      -2
      -2,446
      1,231
       
       
       
       
      -1
       
      -2
      -44
      -152
      -130
      -213
      -2
      5,696
      -3
      -5
      -6
      -4
      299
      212
      -1,276
      601
      692
      -128
      -84
      1,252
      120
      45
      12
      12
      35
      25
      10
      9
      9
      9
      736
      391
       
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 45,418
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 90,524 1,870,852 0.048387
2017 62,425 1,837,168 0.033979
2016 58,487 1,890,375 0.030939
2015 73,192 1,901,695 0.038488
2014      
2
Total of line 1, column (d) .....................
2
0.151793
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
0.037948
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
1,954,432
5
Multiply line 4 by line 3......................
5
74,167
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
781
7
Add lines 5 and 6........................
7
74,948
8
Enter qualifying distributions from Part XII, line 4,.............
8
92,054
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 1 781
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........................... 3 781
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- ..... 5 781
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 807
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.............. 7 807
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 26
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet26 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)
    bulletTX
    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 IL 1-0111CHICAGOIL 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     		17,364    
    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
    1,379,807
    b
    Average of monthly cash balances.......................
    1b
    604,386
    c
    Fair market value of all other assets (see instructions)................
    1c
    2
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,984,195
    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
    1,984,195
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    29,763
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,954,432
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    97,722
    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
    97,722
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    781
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    781
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    96,941
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    96,941
    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
    96,941
    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
    92,054
    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
    92,054
    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
    781
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    91,273
    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 96,941
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 85,108
    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$ 92,054
    a Applied to 2018, but not more than line 2a 85,108
    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..... 6,946
    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 ..........     		89,995
    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).)
    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.
    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
    SHRINERS HOSPITALS FOR CHILDREN
    12502 USF PINE DR
    TAMPA,FL336129411     		NONE PC GENERAL 85,108
    Total .................................bullet 3a 85,108
    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 43,555  
    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 45,418  
    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)..   88,973  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    88,973
    (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:
    EA HUDSON TRUST XXXXX5007
    EIN:
    74-6038270
    Name of Bond End of Year Book Value End of Year Fair Market Value
    552746364 MFS EMERGING MKTS DE 19,600 18,307
    256210105 DODGE & COX INCOME F 67,500 65,588
    4812A4351 JPM STRAT INC OPP FD    
    4812C0126 JPM HIGH YIELD FD -    
    48121L809 JPM INFLATION MGD BD 20,310 19,206
    091929687 BLACKROCK HIGH YIELD 19,721 20,855
    258620103 DOUBLELINE TOTL RET 76,817 71,332
    410227813 JOHN HANCOCKINC FD -    
    921937603 VANGUARD TOTAL BOND 116,019 110,127
    92203J308 VANGUARD TOTAL INTL 157,448 157,389
    693390601 - PIMCO SHORT TERM F 31,552 31,604
    722005816 - PIMCO INVESTMENT G 62,500 60,999
    921937827 - VANGUARD SHORT-TER 21,489 21,458
    4812L114 - JPMORGAN STRAT INC 35,195 39,665

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    EA HUDSON TRUST XXXXX5007
    EIN:
    74-6038270
    Name of Stock End of Year Book Value End of Year Fair Market Value
    00206R102 AT&T INC    
    026874784 AMERICAN INTERNATION 2,412 2,289
    060505104 BANK OF AMERICA CORP 4,168 9,339
    064058100 BANK OF NEW YORK MEL 2,566 2,753
    084670702 BERKSHIRE HATHAWAY I 5,630 6,637
    09247X101 BLACKROCK INC    
    172967424 CITIGROUP INC    
    38141G104 GOLDMAN SACHS GROUP 2,113 3,139
    416515104 HARTFORD FINANCIAL S 1,436 2,148
    45866F104 INTERCONTINENTAL EXC 1,455 1,872
    493267108 KEYCORP 1,479 2,685
    59156R108 METLIFE INC    
    617446448 MORGAN STANLEY 4,533 8,383
    693475105 PNC FINANCIAL SERVIC    
    78486Q101 SVB FINANCIAL GROUP 1,637 4,041
    808513105 SCHWAB (CHARLES) COR 1,697 2,949
    92826C839 VISA INC-CLASS A SHA 2,457 4,803
    949746101 WELLS FARGO & CO 2,306 6,833
    002824100 ABBOTT LABORATORIES    
    015351109 ALEXION PHARMACEUTIC    
    09062X103 BIOGEN INC 184 1,413
    101137107 BOSTON SCIENTIFIC CO 3,436 6,083
    110122108 BRISTOL-MYERS SQUIBB 3,164 4,532
    125509109 CIGNA CORP    
    125896100 CMS ENERGY CORP    
    151020104 CELGENE CORP 1,338 2,237
    16119P108 CHARTER COMMUNICATIO 4,513 5,866
    20030N101 COMCAST CORP-CLASS A 662 2,762
    254687106 WALT DISNEY CO/THE 7,613 8,887
    25470M109 DISH NETWORK CORP-A    
    375558103 GILEAD SCIENCES INC 2,096 1,699
    437076102 HOME DEPOT INC 1,331 7,872
    500754106 THE KRAFT HEINZ CO    
    532457108 ELI LILLY & CO 4,133 5,580
    548661107 LOWE'S COS INC 880 5,167
    57636Q104 MASTERCARD INC-CLASS 1,534 12,244
    58933Y105 MERCK & CO. INC. 3,933 4,398
    60871R209 MOLSON COORS BREWING    
    65339F101 NEXTERA ENERGY INC 3,492 4,022
    654106103 NIKE INC -CL B    
    67103H107 O'REILLY AUTOMOTIVE 3,621 4,862
    713448108 PEPSICO INC 5,650 6,484
    717081103 PFIZER INC 6,527 8,461
    872540109 TJX COMPANIES INC    
    90130A101 TWENTY-FIRST CENTURY    
    91324P102 UNITEDHEALTH GROUP I 3,234 14,632
    92210H105 VANTIV INC - CL A    
    92532F100 VERTEX PHARMACEUTICA 618 3,084
    931427108 WALGREENS BOOTS ALLI    
    00846U101 AGILENT TECHNOLOGIES 1,476 2,257
    260543103 DOW CHEMICAL CO/THE    
    277432100 EASTMAN CHEMICAL CO 2,128 3,159
    369550108 GENERAL DYNAMICS COR 2,869 3,685
    369604103 GENERAL ELECTRIC CO    
    438516106 HONEYWELL INTERNATIO 2,741 10,317
    573284106 MARTIN MARIETTA MATE    
    574599106 MASCO CORP 963 3,038
    609207105 MONDELEZ INTERNATION 3,101 4,554
    655844108 NORFOLK SOUTHERN COR 5,380 7,040
    666807102 NORTHROP GRUMMAN COR 4,057 5,078
    718172109 PHILIP MORRIS INTERN 3,032 2,202
    854502101 STANLEY BLACK & DECK 3,410 5,125
    907818108 UNION PACIFIC CORP 4,925 7,490
    910047109 UNITED CONTINENTAL H    
    96208T104 WEX INC 1,574 3,413
    00724F101 ADOBE SYSTEMS INC 673 5,669
    02079K107 ALPHABET INC/CA-CL C 4,856 14,322
    02079K305 ALPHABET INC/CA-CL A 3,055 7,242
    023135106 AMAZON.COM INC 4,010 20,030
    032654105 ANALOG DEVICES INC 3,491 4,161
    037833100 APPLE INC 1,294 18,962
    30303M102 FACEBOOK INC-A 2,103 4,605
    31620M106 FIDELITY NATIONAL IN 2,592 4,472
    594918104 MICROSOFT CORP 5,319 22,645
    595017104 MICROCHIP TECHNOLOGY    
    882508104 TEXAS INSTRUMENTS IN 2,872 5,794
    98138H101 WORKDAY INC-CLASS A 1,155 2,044
    032511107 ANADARKO PETROLEUM C    
    20605P101 CONCHO RESOURCES INC    
    25278X109 DIAMONDBACK ENERGY I 1,870 2,433
    26875P101 EOG RESOURCES INC 5,537 8,547
    26884L109 EQT CORP    
    65473P105 NISOURCE INC 1,360 2,442
    674599105 OCCIDENTAL PETROLEUM 7,542 8,957
    723787107 PIONEER NATURAL RESO 3,671 4,529
    46432F842 ISHARES CORE MSCI EA 41,696 43,895
    48121L841 JPM LARGE CAP GRWTH 12,172 26,594
    48121L858 JPM INTREPID VALUE F    
    77956H435 T ROWE PR OVERSEAS S 45,751 61,225
    78462F103 SPDR S&P 500 ETF TRU 126,763 181,700
    26078J100 DOWDUPONT INC 8,109 8,746
    G0176J109 ALLEGION PLC 2,161 2,989
    G0177J108 ALLERGAN PLC 7,517 5,714
    G1151C101 ACCENTURE PLC-CL A 2,573 5,276
    G47791101 INGERSOLL-RAND PLC    
    H1467J104 CHUBB LTD 2,452 5,479
    Y09827109 BROADCOM LTD 1,213 7,895
    94106B101 WASTE CONNECTIONS IN 1,915 3,031
    04314H857 ARTISAN INTL VALUE F 47,339 64,975
    115233579 BROWN ADV JAPAN ALPH    
    14042Y601 CAPITAL GR NON US EQ 51,867 62,627
    464287465 ISHARES MSCI EAFE IN 102,360 118,983
    46637K513 JPM GLBL RES ENH IND    
    G27823106 DELPHI AUTOMOTIVE PL    
    025816109 - AMERICAN EXPRESS C 2,036 2,130
    G6095L109 - APTIV INC 3,037 3,272
    172967424 - CITIGROUP INC 4,638 7,963
    191216100 - COCA-COLA CO/THE 3,431 3,557
    247361702 - DELTA AIR LINES IN 2,515 2,718
    256746108 - DOLLAR TREE INC 2,577 2,283
    285512109 - ELECTRONIC ARTS IN 2,388 2,530
    518439104 - ESTEE LAUDER COMPA 2,269 2,470
    315911750 - FIDELITY 500 INDEX 34,888 38,018
    56585A102 - MARATHON PETROLEUM 5,194 5,438
    G5960L103 - MEDTRONIC PLC 4,042 4,820
    64110L106 - NETFLIX INC 3,336 3,367
    67066G104 - NVIDIA CORP 3,535 4,777
    68389X105 - ORACLE CORP 4,220 4,279
    701094104 - PARKER HANNIFIN CO 2,707 2,391
    701877108 - PARSLEY ENERGY INC 1,749 1,609
    70450Y103 - PAYPAL HOLDINGS IN 2,577 2,635
    693656100 - PVH CORP 2,488 2,310
    79466L302 - SALESFORCE.COM INC 2,535 3,340
    913017109 - UNITED TECHNOLOGIE 2,564 2,936
    981558109 - WORLDPAY INC CL A 1,657 2,228
    98956[102 - ZIMMER HOLDINGS IN 5,277 6,179
    46641Q696 - JPMORGAN BETABUILD 19,822 19,672
    46641Q7126 - JPMORGAN BETABUIL 37,190 38,673
    48129C207 - JPMORGAN GL RES EN 55,188 80,475

    TY 2017 InvestmentsOtherSchedule2
    Name:
    EA HUDSON TRUST XXXXX5007
    EIN:
    74-6038270
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    00771X435 CHILTON STRATEGIC EU AT COST 27,606 29,403
    12628J881 CRM LONG/SHORT OPPOR AT COST 28,441 30,333
    277923728 EATON VANCE GLOBAL M AT COST 20,891 20,282
    29446A819 EQUINOX CAMPBELL STR AT COST 21,476 20,804
    38145C646 GOLDMAN SACHS STRAT AT COST 28,543 25,121
    72201M487 PIMCO UNCONSTRAINED AT COST 27,515 26,410

    TY 2017 OtherAssetsSchedule
    Name:
    EA HUDSON TRUST XXXXX5007
    EIN:
    74-6038270
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    XXX-XX-XXXX AND XXX-XX-XXXX 2 2 30,000


    TY 2017 OtherDecreasesSchedule
    Name:
    EA HUDSON TRUST XXXXX5007
    EIN:
    74-6038270
    Description Amount
    BASIS AND ROUNDING ADJUSTMENT 26


    TY 2017 TaxesSchedule
    Name:
    EA HUDSON TRUST XXXXX5007
    EIN:
    74-6038270
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 5 5   0
    FEDERAL TAX PAYMENT - PRIOR YE 2,500 0   0
    FOREIGN TAXES ON QUALIFIED FOR 418 418   0
    FOREIGN TAXES ON NONQUALIFIED 47 47   0