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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
Melton Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)6956 Park Avenue
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
McLean, VA22101
A Employer identification number

54-1565779
B Telephone number (see instructions)

(571) 279-0306
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$9,579,250J 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) 3,815
2 Check bullet.............
3 Interest on savings and temporary cash investments 472 472 472
4 Dividends and interest from securities... 193,260 193,260 193,260
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 177,839
b Gross sales price for all assets on line 6a 1,686,883
7 Capital gain net income (from Part IV, line 2)... 178,072
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........ 375,386 371,804 193,732
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 389,071 0 0 389,071
14 Other employee salaries and wages...... 189,083 0 0 189,083
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 13,836 0 0 13,836
b Accounting fees (attach schedule)....... Click to see attachment 26,900 0 0 26,900
c Other professional fees (attach schedule).... Click to see attachment 89,753 59,073 0 30,680
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 38,070 0 0 38,070
19 Depreciation (attach schedule) and depletion... Click to see attachment 6,145 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings....... 69,259 0 0 69,259
22 Printing and publications.......... 798 0 0 798
23 Other expenses (attach schedule)....... Click to see attachment 41,215 0 0 41,215
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 864,130 59,073 0 798,912
25 Contributions, gifts, grants paid....... 93,156 93,156
26 Total expenses and disbursements. Add lines 24 and 25 957,286 59,073 0 892,068
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -581,900
b Net investment income (if negative, enter -0-) 312,731
c Adjusted net income (if negative, enter -0-)... 193,732
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 293,171 235,036 235,036
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 12,723 7,434 7,434
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 2,534 8,025 8,025
10a Investments—U.S. and state government obligations (attach schedule) 649,441 Click to see attachment700,921 700,921
b Investments—corporate stock (attach schedule)....... 7,291,220 Click to see attachment6,136,755 6,136,755
c Investments—corporate bonds (attach schedule)....... 683,414 Click to see attachment664,758 664,758
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,138,584 Click to see attachment1,806,786 1,806,786
14 Land, buildings, and equipment: basis bullet73,111
Less: accumulated depreciation (attach schedule) bullet67,501 11,988 Click to see attachment5,610 5,610
15 Other assets (describe bullet) Click to see attachment13,664 Click to see attachment13,925 Click to see attachment13,925
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,096,739 9,579,250 9,579,250
Liabilities 17 Accounts payable and accrued expenses.......... 31,522 188,445
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)......... 31,522 188,445
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 11,065,217 9,390,805
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 11,065,217 9,390,805
31 Total liabilities and net assets/fund balances (see instructions). 11,096,739 9,579,250
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
11,065,217
2
Enter amount from Part I, line 27a .....................
2
-581,900
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,483,317
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,092,512
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
9,390,805
Form 990-PF (2018)
Form 990-PF (2018)
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 Publicly traded securities   2017-01-01 2018-12-31
b Publicly traded securities   2018-01-01 2018-08-01
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,614,614   1,433,497 181,117
b 72,269   75,314 -3,045
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       181,117
b       -3,045
c
d
e
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 2 178,072
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 -3,045
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))
2017 797,635 10,606,487 0.075203
2016      
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
0.075203
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
0.075203
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
10,564,232
5
Multiply line 4 by line 3......................
5
794,462
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,127
7
Add lines 5 and 6........................
7
797,589
8
Enter qualifying distributions from Part XII, line 4,.............
8
892,068
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 (2018)
Form 990-PF (2018)
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 3,127
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 3,127
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 3,127
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,440
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,440
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 52
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 10 261
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet261 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
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)
    bulletVA
    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 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    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 addressbulletwww.meltonfoundation.org
    14
    The books are in care ofbulletTorunn K Meighan Telephone no.bullet (571) 279-0306

    Located atbullet6956 Park AvenueMcLeanVA ZIP+4bullet22101
    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 2018, 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? .................
    16Yes  
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bulletCI
    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
     
     
    ........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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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
     
     
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
     
    No
    .........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
    Abdul Mahdi Director
    2.00     		0 0 0
    6956 Park Avenue
    McLean,VA22101
    HS Jagadeesh Director
    2.00     		0 0 0
    6956 Park Avenue
    McLean,VA22101
    Pia Gonzalez Director
    2.00     		0 0 0
    6956 Park Avenue
    McLean,VA22101
    Qiang Lu Director
    2.00     		0 0 0
    6956 Park Avenue
    McLean,VA22101
    Ricardo Herrera Lara Director
    2.00     		0 0 0
    6956 Park Avenue
    McLean,VA22101
    Steffen Bethmann Director
    2.00     		0 0 0
    6956 Park Avenue
    McLean,VA22101
    Yolanda W Page Director
    2.00     		0 0 0
    6956 Park Avenue
    McLean,VA22101
    Jason Liu Chair-Person
    2.00     		0 0 0
    6956 Park Avenue
    McLean,VA22101
    Megan Williams Vice-Chair
    2.00     		0 0 0
    6956 Park Avenue
    McLean,VA22101
    Julian Klauke Secretary
    2.00     		0 0 0
    6956 Park Avenue
    McLean,VA22101
    Torunn Meighan Treasurer
    40.00     		64,160 0 0
    6956 Park Avenue
    McLean,VA22101
    Winthrop D Carty Executive Director
    40.00     		324,911 0 0
    6956 Park Avenue
    McLean,VA22101
    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 (2018)
    Form 990-PF (2018)
    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.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    10,365,165
    b
    Average of monthly cash balances.......................
    1b
    324,950
    c
    Fair market value of all other assets (see instructions)................
    1c
    34,994
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,725,109
    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
    10,725,109
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    160,877
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,564,232
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    528,212
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    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
    892,068
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    892,068
    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
    3,127
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    888,941
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$  
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, enter the date of the ruling....... bullet
    2017-08-02
    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) 2018 (b) 2017 (c) 2016 (d) 2015
    193,732 229,783 184,128 120,844 728,487
    b 85% of line 2a ......... 164,672 195,316 156,509 102,717 619,214
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		892,068 797,635 1,015,908 950,471 3,656,082
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		892,068 797,635 1,015,908 950,471 3,656,082
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		352,141 353,549 358,307 398,723 1,462,720
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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 (2018)
    Form 990-PF (2018)
    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
    Alan Jarandilla Nunez
    C Riobamba 658 Z San Pedro
    La Paz    
    BL     		  I 2018 Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 610
    Alana Ingram
    2601 Gentilly Boulevard
    New Orleans,LA70122     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 1,765
    Andrea Fuentas
    Friedirch Schiller University
    Temuco,Cautin  
    CI     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,724
    Ashita Nayak
    PO Box No 1908 Bull Temple Road
    Bangalore,Karnataka  
    IN     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix.In addition, 2018 Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 2,775
    Beryl Nana Ama Akuffo-Kwapont
    13567 Sylvan Bluff Dr
    Leesburg,VA20176     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,821
    Camila Huecho
    Friedirch Schiller University
    Temuco,Cautin  
    CI     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,824
    Candace Banks
    4114 N 28th St Apt 3042
    Pheonix,AZ85016     		  I Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 610
    Claudia Constanza
    Las Encinas 01851
    Temuco,Cautin  
    CI     		  I Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 610
    Constanza Garces Ocares
    Friedirch Schiller University
    Temuco,Cautin  
    CI     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,694
    Cynthia Muhonja
    1 University Avenue
    Berekuso,Eastern Region  
    GH     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 5,158
    David Ohene-Asante
    PO Box 40
    Kenyasi,Brong Ahafo Regio  
    GH     		  I Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 610
    Destiny Tucker
    2601 Gentilly Boulevard
    New Orleans,LA70122     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix.Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 2,375
    Emmanuel Clifford
    E30 Odel Yaw Junction Adjacent
    Later Day Saints Church
    Nsawam,Accra  
    GH     		  I Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 610
    Esteban Torres
    Alcalde Bustos 25
    Temuco,Cautin  
    CI     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,976
    Francisca Cantos
    Tiburcio Saavedra 1671
    Temuco,Cautin  
    CI     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,976
    Georgina Boateng
    PO Box 40
    Kenyasi,Brong Ahafo Regio  
    GH     		  I Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 610
    Haizhou Shi (Rose)
    866 Yuhangtang Rd
    Hangzhou    
    CH     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,200
    Henrika Amoafo
    1 University Avenue
    Berekuso,Eastern Region  
    GH     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 3,639
    Isabel Jaki
    Friedirch Schiller University
    Jena,Thuringia  
    GM     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,486
    Jesus Jhonatan David Martinez Flores
    Francisco Bolognesi Street 490
    Cajamarca    
    PE     		  I Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 610
    Jiawen Liang
    866 Yuhangtang Rd
    Hangzhou    
    CH     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,260
    Joshua Williams
    2601 Gentilly Boulevard
    New Orleans,LA70122     		  NC Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 1,765
    Julia Maier
    Fontanestrabe 12b 12459
    Berlin    
    GM     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,995
    Karla Gonzlez
    Los Mentores 0418
    Temuco    
    CI     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,767
    Kwabena Twamasi
    1 University Avenue
    Berekuso,Eastern Region  
    GH     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 3,134
    Lawrence Young
    1820 Oak Trail W Apt 217
    Clearwater,FL33764     		  I Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 610
    Lena Schmitz
    Rotdornallee 46
    Bremen,Free Hanseatic Ci  
    GM     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,486
    Mana Tahari
    Flughafenstrasse 20
    Berlin   12053
    GM     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,471
    Maria Jose Juarez Rodriguez
    Fraenjelufer 26
    Berlin   10999
    GM     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,750
    Mubarak Mojoyinola
    No A202 Okeayo Tuntun Oki Olodo
    Ibadan    
    NI     		  I Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 140
    Muhammed Kisirisa
    Plot 322 Mukalazi Road
    kampala City,Bwaise Parisj kaw  
    UG     		  I Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 610
    Nickhil Sharma
    1101 Gibraltargatan 90
    Gothenburg,Vstergtland  
    SW     		  I Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 610
    Noriko Edahiro
    4-23-10Baba
    Yokohamashl,Tsurumiku  
    JA     		  I Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 610
    Pearl Genegah
    1 University Avenue
    Berekuso,Eastern Region  
    GH     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 3,268
    Pranav Bijapur
    PO Box No 1908 Bull Temple Road
    Bangalore,Karnataka  
    IN     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,964
    Ranjini Rao
    PO Box No 1908 Bull Temple Road
    Bangalore,Karnataka  
    IN     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,815
    Sagheer Ahmad
    House 23-S13 Aziz Street
    Lahore,Punjab  
    PK     		  I Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 140
    Sanchita Vishwa
    PO Box No 1908 Bull Temple Road
    Bangalore,Karnataka  
    IN     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,815
    Sherry Sacino
    801 Third Street South
    St Petersburg,FL33701     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 3,439
    Stephanie Kirwan
    6 The Close Millmount Abbey
    Drogheda    
    EI     		  I Trainer for Global Solvers 2018 meeting. 610
    Valentinas Farias
    Friedirch Schiller University
    Temuco,Cautin  
    CI     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix.Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 3,424
    Victor Valenzuela
    San Cristobal 0645
    Temuco,Cautin  
    CI     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix.Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 3,819
    Yousra Jali
    Dar Touzani Rue 90 n 58
    Casablanca    
    MO     		  I Melton Opportunity Grants Payment for airtravel for participation in CGI U Meeting 2018. Clinton Global Initiative University (CGI U) engages the next generation of leaders on college campuses around the world. 610
    Zhentao Jiang (Riccardo)
    866 Yuhangtang Rd
    Hangzhou,Zhejiang310058
    CH     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,010
    Zhou Ziqi
    866 Yuhangtang Rd
    Hangzhou,Zhejiang310058
    CH     		  I Fellowship (Global Citizenship Learning) 2018 GCC in Phoenix. 2,351
    Total .................................bullet 3a 93,156
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........     		    14 472  
    4 Dividends and interest from securities....     14 193,260  
    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 ............     		    18 177,839  
    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).. 0 371,571 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    371,571
    (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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    Melton Foundation
    EIN:
    54-1565779
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting fees 26,900 0 0 26,900

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    Melton Foundation
    EIN:
    54-1565779
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Website Development 2013-12-31 19,757 19,757 SL 3.000000000000 0 0 0  
    Website Development 2014-01-31 17,610 17,610 SL 3.000000000000 0 0 0  
    Website Development 2014-04-15 1,125 1,125 SL 3.000000000000 0 0 0  
    Website Development 2014-04-03 2,130 2,130 SL 3.000000000000 0 0 0  
    Website Development 2014-08-01 4,250 4,250 SL 3.000000000000 0 0 0  
    Laptop - J Maier 2015-01-30 1,083 633 SL 5.000000000000 217 0 0  
    Laptop - W Carty 2015-03-31 1,404 773 SL 5.000000000000 281 0 0  
    Laptop - T Meighan 2015-05-12 3,199 1,707 SL 5.000000000000 640 0 0  
    Website Development 2015-02-06 7,500 7,292 SL 3.000000000000 208 0 0  
    Laptop - Lars 2016-03-28 2,026 709 SL 5.000000000000 405 0 0  
    Laptop - Chile 2016-03-31 2,322 812 SL 5.000000000000 464 0 0  
    Website Development 2016-11-15 3,500 1,264 SL 3.000000000000 1,167 0 0  
    Website Development 2016-06-30 8,288 4,144 SL 3.000000000000 2,763 0 0  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    Melton Foundation
    EIN:
    54-1565779
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Disposition of equipment 2015-01 Purchased 2018-12     1,083   0 -233 850

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    Melton Foundation
    EIN:
    54-1565779
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Corporate Obligation - Anheuser-Busch Inbev Wor 42,966 42,966
    Corporate Obligation - Bank of America Corp 55,539 55,539
    Corporate Obligation - Berkshire Hathaway Inc 24,231 24,231
    Corporate Obligation - Citigroup Inc. 34,001 34,001
    Corporate Obligation - CVS Caremark Corp 57,745 57,745
    Corporate Obligation - Duke Energy Corp 35,316 35,316
    Corporate Obligation - Enterprise Products Oper 44,526 44,526
    Corporate Obligation - Exxon Mobil Corporaiton 44,917 44,917
    Corporate Obligation - Genearl Elec Cap Corp 60,180 60,180
    Corporate Obligation - Gilead Sciences Inc 44,406 44,406
    Corporate Obligation - Goldman Sachs Group Inc 21,785 21,785
    Corporate Obligation - JPMorgan Chase & Co 45,952 45,952
    Corporate Obligation - Mondelez International 45,652 45,652
    Corporate Obligation - Southern CO 19,423 19,423
    Corporate Obligation - Time Warner Inc 56,387 56,387
    Corporate Obligation - Verizon Communications 31,732 31,732

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    Melton Foundation
    EIN:
    54-1565779
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Domestic Mutual Funds - JPMorgan High Yield Fund Class I 246,616 246,616
    International Mutual Funds - Fidelity Advisors Emerging Markets 228,427 228,427
    Equities - Booking Holdings Inc 6,890 6,890
    Equities - Home Depot Inc 19,072 19,072
    Equities - O'Reilly Automotice Inc 21,348 21,348
    Equities - TJX Companies Inc. 15,212 15,212
    Equities - Walt Disney Co 14,803 14,803
    Equities - Clorox Co 14,181 14,181
    Equities - Colgate Palmolive Co 8,273 8,273
    Equities - Costco Wholesale Corp 15,889 15,889
    Equities - Procter & Gamble Co 9,468 9,468
    Equities - Financial - Bank New York Mellon Corp 13,886 13,886
    Equities - Financial - Blackrock Inc. 9,035 9,035
    Equities - Financial - Discover Financial Services 5,839 5,839
    Equities - Financial - JPMorgan Chase & Co 21,769 21,769
    Equities - Financial - Keycorp New 11,440 11,440
    Equities - Financial - PNC Financial Services Group 13,562 13,562
    Equities - Financial - Travelers Companies, Inc. 11,376 11,376
    Equities - Health Care - Abbott Labs 9,403 9,403
    Equities - Health Care - Biogen Inc 7,824 7,824
    Equities - Health Care - Laboratory CRP of Amer Holdgs 11,372 11,372
    Equities - Health Care - Stryker Corp 13,324 13,324
    Equities - Health Care - Thermo Fisher Scientific Inc 17,008 17,008
    Equities - Health Care - UnitedHealth Group Inc 21,673 21,673
    Equities - Industrial - Cummins Inc 6,281 6,281
    Equities - Industrial - Fortive Corp 10,826 10,826
    Equities - Industrial - 3M Co 11,813 11,813
    Equities - IT - Alphabet Inc CL A 28,214 28,214
    Equities - IT - Apple Inc 20,822 20,822
    Equities - IT - Cisco Systems Inc 16,205 16,205
    Equities - IT - Cognizant Tech Solutions Crp Com 10,220 10,220
    Equities - IT - Electronic Arts Inc 7,102 7,102
    Equities - IT - Intel Corp 7,837 7,837
    Equities - IT - Microsoft Corp 33,315 33,315
    Equities - IT - Visa Inc - Class A Shrs 22,958 22,958
    Equities - Material - Ecolab Inc 12,672 12,672
    Equities - Telecommunication - Verizon Communications 10,344 10,344
    Equities - International - Accenture PLC 17,344 17,344
    Equities - International - Eaton Corp PLC 9,269 9,269
    Equities - International - Ingersoll-Rand PLC 16,148 16,148
    Equities - International - Medtronic, PLC 10,642 10,642
    Equities - International - Novartis AG-ADR 12,700 12,700
    Equities - International - Taiwan Semiconductor Manufactu-ADR 8,563 8,563
    Equities - Domestic Mutual Funds - IShares Russell 2000ETF 449,235 449,235
    Equities - Domestic Mutual Funds - IShares S&P Mid-Cap 400 Growth 418,220 418,220
    Equities - Domestic Mutual Funds - JP Morgan Mid Cap Value Fund - Class L 356,058 356,058
    Equities - Domestic Mutual Funds - Vanguard 500 Index Fund 1,973,552 1,973,552
    Equities - International Mutual Funds - Johcm International Select Fund 594,157 594,157
    Equities - International Mutual Funds - Oakmark International Fund #2886 482,281 482,281
    Equities - International Mutual Funds - T Rowe Price Institutional Emerging 798,666 798,666
    Real Estate Investment Trusts - American Tower Corp 11,231 11,231
    Real Estate Investment Trusts - Prologics, Inc 12,390 12,390

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    Melton Foundation
    EIN:
    54-1565779
    US Government Securities - End of Year Book Value:

    700,921
    US Government Securities - End of Year Fair Market Value:

    700,921
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    Melton Foundation
    EIN:
    54-1565779
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Investments - Limited Partnerships FMV 334,972 334,972
    Secured market deposit account FMV 609,576 609,576
    Real Asset Funds - Invesco Balanced Risk Commodity FMV 179,756 179,756
    Real Asset Funds - Ishares International Development FMV 334,929 334,929
    Real Asset Funds - Principal Investors Real Estate FMV 347,553 347,553

    TY 2018 LandEtcSchedule2
    Name:
    Melton Foundation
    EIN:
    54-1565779
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Website Development 19,757 19,757 0  
    Website Development 17,610 17,610 0  
    Website Development 1,125 1,125 0  
    Website Development 2,130 2,130 0  
    Website Development 4,250 4,250 0  
    Laptop - W Carty 1,404 1,054 350  
    Laptop - T Meighan 3,199 2,347 852  
    Website Development 7,500 7,500 0  
    Laptop - Lars 2,026 1,114 912  
    Laptop - Chile 2,322 1,276 1,046  
    Website Development 3,500 2,431 1,069  
    Website Development 8,288 6,907 1,381  


    TY 2018 LegalFeesSchedule
    Name:
    Melton Foundation
    EIN:
    54-1565779
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal fees 13,836 0 0 13,836


    TY 2018 OtherAssetsSchedule
    Name:
    Melton Foundation
    EIN:
    54-1565779
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Deposit - Ernst-Abbe Stiftung 13,664 13,664 13,664
    2018 excise tax overpayment applied to 2019   261 261


    TY 2018 OtherDecreasesSchedule
    Name:
    Melton Foundation
    EIN:
    54-1565779
    Description Amount
    Unrealized gains from investments 1,089,000
    2017 excise tax paid in 2018 3,512


    TY 2018 OtherExpensesSchedule
    Name:
    Melton Foundation
    EIN:
    54-1565779
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Insurance 6,047 0 0 6,047
    Outreach 591 0 0 591
    Bank and processing fees 4,282 0 0 4,282
    Information technology 15,814 0 0 15,814
    Projects and activities 3,888 0 0 3,888
    Operations 5,805 0 0 5,805
    Licenses 3,275 0 0 3,275
    Event related 1,513 0 0 1,513


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    Melton Foundation
    EIN:
    54-1565779
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment fees 59,073 59,073 0 0
    IT support 2,650 0 0 2,650
    Payroll processing fees 1,699 0 0 1,699
    Consulting fees 26,331 0 0 26,331


    TY 2018 TaxesSchedule
    Name:
    Melton Foundation
    EIN:
    54-1565779
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Payroll taxes 34,891 0 0 34,891
    Excise tax expense 3,179 0 0 3,179