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
DIEBOLT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)22611 GREATER MACK
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST CLAIR SHORES, MI48080
A Employer identification number

38-3444677
B Telephone number (see instructions)

(586) 773-0450
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$12,534,567J 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 657 657 657
4 Dividends and interest from securities... 240,483 240,483 240,483
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 390,662
b Gross sales price for all assets on line 6a 3,222,475
7 Capital gain net income (from Part IV, line 2)... 390,662
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 9   9
12 Total. Add lines 1 through 11........ 631,811 631,802 241,149
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,600      
c Other professional fees (attach schedule).... Click to see attachment 58,999 58,999    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,482 1,482    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,081 60,481   0
25 Contributions, gifts, grants paid....... 1,300,000 1,300,000
26 Total expenses and disbursements. Add lines 24 and 25 1,365,081 60,481   1,300,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -733,270
b Net investment income (if negative, enter -0-) 571,321
c Adjusted net income (if negative, enter -0-)... 241,149
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.............      
2 Savings and temporary cash investments......... 144,969 140,369 140,369
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
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)....... 9,275,548 Click to see attachment8,549,782 12,393,023
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment4,079 Click to see attachment1,175 Click to see attachment1,175
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,424,596 8,691,326 12,534,567
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 SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
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 9,424,596 8,691,326
30 Total net assets or fund balances (see instructions)..... 9,424,596 8,691,326
31 Total liabilities and net assets/fund balances (see instructions). 9,424,596 8,691,326
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
9,424,596
2
Enter amount from Part I, line 27a .....................
2
-733,270
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,691,326
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
8,691,326
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 AGNICO EAGLE MINES LTD P 2016-12-02 2018-09-04
b EATON VN HI INC OPPOR I P 2017-04-28 2018-09-04
c EATON VN HI INC OPPOR I P 2018-07-31 2018-09-04
d GENL ELECTRIC CO P 2017-06-21 2018-01-19
e GOLDMAN SACHS EMERGING MARKETS DEBT P 2017-01-09 2018-06-18
JHANCOK REGIONAL BANK FUND CLASS I P 2016-12-16 2018-12-20
NABORS INDUSTRIES LTD P 2017-01-11 2018-09-04
PARKER HANNIFIN CORP P 2018-02-01 2018-05-03
SCANA CORP NEW P 2017-11-28 2018-04-19
SPDR GOLD SHARES P 2018-12-07 2018-12-07
AGNICO EAGLE MINES LTD P 2016-04-07 2018-09-04
EATON VN HI INC OPPOR I P 2017-06-30 2018-09-04
EATON VN HI INC OPPOR I P 2018-08-31 2018-09-04
GENL ELECTRIC CO P 2017-08-15 2018-01-19
GOLDMAN SACHS EMERGING MARKETS DEBT P 2017-01-31 2018-06-18
JHANCOK REGIONAL BANK FUND CLASS I P 2016-12-16 2018-12-20
NABORS INDUSTRIES LTD P 2017-04-04 2018-09-04
PERRIGO CO PLC EUR P 2017-10-13 2018-05-24
SCANA CORP NEW P 2018-01-05 2018-04-19
AIG SENIOR FLOATING RATE P 2011-04-20 2018-09-04
EATON VN HI INC OPPOR I P 2017-09-29 2018-09-04
EATON VN HI INC OPPOR I P 2017-01-09 2018-09-04
GENL ELECTRIC CO P 2018-01-04 2018-01-19
GOLDMAN SACHS EMERGING MARKETS DEBT P 2017-02-28 2018-06-18
JHANCOK REGIONAL BANK FUND CLASS I P 2017-03-27 2018-12-20
NABORS INDUSTRIES LTD P 2016-10-05 2018-09-04
PERRIGO CO PLC EUR P 2018-07-30 2018-10-01
STEEL DYNAMICS INC P 2018-08-27 2018-12-06
ALGER EMERGING MARKETS FD CL Z P 2018-12-18 2018-12-19
EATON VN HI INC OPPOR I P 2017-05-31 2018-09-04
FIDELITY ADVISOR REAL ESTATE INCOME P 2017-12-15 2018-10-02
GOLDMAN SACHS EMERGING MARKETS DEBT P 2017-06-30 2018-06-18
GOLDMAN SACHS EMERGING MARKETS DEBT P 2017-03-31 2018-06-18
JHANCOK REGIONAL BANK FUND CLASS I P 2017-06-26 2018-12-20
NEOGEN CORP P 2010-05-24 2018-01-02
PUTNAM CAPITAL SPECTRUM P 2013-12-06 2018-09-04
TERADYNE INC P 2017-11-16 2018-10-10
ALGER EMERGING MARKETS FD CL Z P 2017-02-14 2018-12-19
EATON VN HI INC OPPOR I P 2017-03-31 2018-09-04
FIDELITY ADVISOR REAL ESTATE INCOME P 2017-12-15 2018-10-02
GOLDMAN SACHS EMERGING MARKETS DEBT P 2017-07-31 2018-06-18
GOLDMAN SACHS EMERGING MARKETS DEBT P 2017-04-28 2018-06-18
JHANCOK REGIONAL BANK FUND CLASS I P 2017-09-25 2018-12-20
NEOGEN CORP P 2013-01-02 2018-01-10
PUTNAM CAPITAL SPECTRUM P 2015-12-07 2018-09-04
THE HARTFORD FLOATING P 2013-04-16 2018-09-04
ALGER EMERGING MARKETS FD CL Z P 2017-12-15 2018-12-19
EATON VN HI INC OPPOR I P 2017-11-30 2018-09-04
FIDELITY ADVISOR REAL ESTATE INCOME P 2018-09-07 2018-10-02
GOLDMAN SACHS EMERGING MARKETS DEBT P 2017-08-31 2018-06-18
GOLDMAN SACHS EMERGING MARKETS DEBT P 2017-05-31 2018-06-18
JHANCOK REGIONAL BANK FUND CLASS I P 2017-12-15 2018-12-20
NEOGEN CORP P 2011-02-07 2018-06-26
PUTNAM CAPITAL SPECTRUM P 2013-12-06 2018-09-04
THE HARTFORD FLOATING P 2010-01-07 2018-09-04
BORGWARNER INC P 2018-05-21 2018-09-04
EATON VN HI INC OPPOR I P 2017-07-31 2018-09-04
FIDELITY ADVISOR REAL ESTATE INCOME P 2014-06-06 2018-10-02
GOLDMAN SACHS EMERGING MARKETS DEBT P 2017-09-29 2018-06-18
HEICO CORP NEW CL A P 2017-03-01 2018-01-18
JHANCOK REGIONAL BANK FUND CLASS I P 2017-12-15 2018-12-20
NEOGEN CORP P 2012-02-13 2018-06-26
PUTNAM CAPITAL SPECTRUM P 2013-12-06 2018-09-04
TORTOISE MLP & PIPELINE FUND CLASS I P 2017-12-28 2018-12-06
COMERICA INC P 2016-04-26 2018-12-06
EATON VN HI INC OPPOR I P 2017-08-31 2018-09-04
FIDELITY ADVISOR REAL ESTATE INCOME P 2016-09-09 2018-10-02
GOLDMAN SACHS EMERGING MARKETS DEBT P 2017-10-31 2018-06-18
HEICO CORP NEW CL A P 2017-03-01 2018-06-28
JHANCOK REGIONAL BANK FUND CLASS I P 2017-12-15 2018-12-20
NEOGEN CORP P 2012-07-26 2018-06-26
PUTNAM CAPITAL SPECTRUM P 2015-12-07 2018-09-04
TORTOISE MLP & PIPELINE FUND CLASS I P 2018-04-30 2018-12-06
COMERICA INC P 2016-09-07 2018-12-06
EATON VN HI INC OPPOR I P 2017-10-31 2018-09-04
FIDELITY ADVISOR REAL ESTATE INCOME P 2016-09-09 2018-10-02
GOLDMAN SACHS EMERGING MARKETS DEBT P 2017-11-30 2018-06-18
JHANCOK REGIONAL BANK FUND CLASS I P 2018-03-26 2018-12-20
LAM RESEARCH CORP P 2016-11-09 2018-01-18
NUCOR CORP P 2017-01-24 2018-09-04
PUTNAM CAPITAL SPECTRUM P 2016-12-07 2018-09-04
TORTOISE MLP & PIPELINE FUND CLASS I P 2018-05-24 2018-12-06
CUMMINS INC P 2017-08-02 2018-06-21
EATON VN HI INC OPPOR I P 2017-12-29 2018-09-04
FIDELITY ADVISOR REAL ESTATE INCOME P 2017-03-03 2018-10-02
GOLDMAN SACHS EMERGING MARKETS DEBT P 2017-12-29 2018-06-18
JHANCOK REGIONAL BANK FUND CLASS I P 2018-06-25 2018-12-20
LAM RESEARCH CORP P 2016-12-02 2018-01-18
NUCOR CORP P 2017-06-13 2018-09-04
PUTNAM CAPITAL SPECTRUM P 2015-12-07 2018-09-04
TORTOISE MLP & PIPELINE FUND CLASS I P 2018-11-28 2018-12-06
CUMMINS INC P 2017-08-28 2018-06-21
EATON VN HI INC OPPOR I P 2018-01-31 2018-09-04
FIDELITY ADVISOR REAL ESTATE INCOME P   2018-10-02
GOLDMAN SACHS EMERGING MARKETS DEBT P 2018-01-31 2018-06-18
JHANCOK REGIONAL BANK FUND CLASS I P 2018-09-24 2018-12-20
LAM RESEARCH CORP P 2016-09-21 2018-06-22
NUCOR CORP P 2016-12-07 2018-09-04
PUTNAM CAPITAL SPECTRUM FUND CLASS Y P 2013-07-09 2018-12-19
TORTOISE MLP & PIPELINE FUND CLASS I P 2016-11-09 2018-12-06
CUMMINS INC P 2018-08-20 2018-10-10
EATON VN HI INC OPPOR I P 2018-04-30 2018-09-04
FIDELITY ADVISOR REAL ESTATE INCOME P 2017-09-08 2018-10-02
GOLDMAN SACHS EMERGING MARKETS DEBT P 2018-02-28 2018-06-18
JHANCOK REGIONAL BANK FUND CLASS I P 2018-12-14 2018-12-20
LAM RESEARCH CORP P 2016-11-09 2018-06-22
NXP SEMICONDUCTORS N V COM EUR P 2018-05-03 2018-06-07
PUTNAM CAPITAL SPECTRUM FUND CLASS Y P 2013-12-06 2018-12-19
TORTOISE MLP & PIPELINE FUND CLASS I P 2016-12-29 2018-12-06
EATON VN HI INC OPPOR I P 2017-01-31 2018-09-04
EATON VN HI INC OPPOR I P 2018-06-29 2018-09-04
FIDELITY ADVISOR REAL ESTATE INCOME P 2017-09-08 2018-10-02
GOLDMAN SACHS EMERGING MARKETS DEBT P 2018-03-29 2018-06-18
JHANCOK REGIONAL BANK FUND CLASS I P 2018-12-14 2018-12-20
MACOM TECHNOLOGY SOLUTIONS HOLDINGS, P 2017-11-17 2018-06-27
NXP SEMICONDUCTORS N V COM EUR P 2018-07-18 2018-10-10
RESIDEO TECHNOLOGIES INC P 2013-03-26 2018-10-29
TORTOISE MLP & PIPELINE FUND CLASS I P 2017-05-25 2018-12-06
EATON VN HI INC OPPOR I P 2017-02-28 2018-09-04
EATON VN HI INC OPPOR I P 2018-03-29 2018-09-04
FIDELITY ADVISOR REAL ESTATE INCOME P 2017-09-08 2018-10-02
GOLDMAN SACHS EMERGING MARKETS DEBT P 2018-04-30 2018-06-18
JHANCOK REGIONAL BANK FUND CLASS I P 2018-12-14 2018-12-20
MICRON TECHNOLOGY INC P 2018-05-29 2018-06-21
NXP SEMICONDUCTORS N V COM EUR P 2018-07-26 2018-10-10
SALESFORCE.COM INC P 2017-11-22 2018-10-30
TORTOISE MLP & PIPELINE FUND CLASS I P 2017-06-01 2018-12-06
EATON VN HI INC OPPOR I P 2018-02-28 2018-09-04
EATON VN HI INC OPPOR I P 2018-05-31 2018-09-04
GARRETT MOTION INC P 2013-03-26 2018-10-01
GOLDMAN SACHS EMERGING MARKETS DEBT P 2018-05-31 2018-06-18
JHANCOK REGIONAL BANK FUND CLASS I P 2016-12-16 2018-12-20
MKS INSTRUMENTS INC P 2017-05-31 2018-05-03
PARKER HANNIFIN CORP P 2017-12-18 2018-05-03
SCANA CORP NEW P 2017-11-09 2018-04-19
TORTOISE MLP & PIPELINE FUND CLASS I P 2017-11-28 2018-12-06
(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 20,328   25,036 -4,708
b 445   458 -13
c 507   507  
d 29,142   50,022 -20,880
e 94,258   100,000 -5,742
1,332   1,528 -196
8,423   24,995 -16,572
20,777   24,901 -4,124
20,690   24,974 -4,284
1,308   1,308  
21,958   25,025 -3,067
448   462 -14
510   510  
32,186   49,958 -17,772
252   267 -15
746   857 -111
11,627   25,015 -13,388
21,355   25,021 -3,666
20,043   25,046 -5,003
96,662   100,000 -3,338
453   469 -16
98,009   100,000 -1,991
21,937   25,013 -3,076
351   378 -27
997   1,121 -124
24,780   49,931 -25,151
22,259   24,947 -2,688
37,039   49,975 -12,936
5,611   5,643 -32
460   476 -16
7,076   7,227 -151
421   460 -39
346   372 -26
1,388   1,583 -195
41   9 32
456   467 -11
18,942   25,072 -6,130
182,497   200,000 -17,503
461   471 -10
2,048   2,092 -44
420   459 -39
353   385 -32
1,665   1,972 -307
126,272   50,021 76,251
1,041   1,036 5
96,358   99,471 -3,113
7,095   9,104 -2,009
462   473 -11
       
432   477 -45
381   417 -36
8,300   10,504 -2,204
106,599   24,885 81,714
1,718   1,758 -40
101,986   100,779 1,207
41,756   49,980 -8,224
463   480 -17
3,038   3,074 -36
455   502 -47
35   24 11
1,658   2,099 -441
12,218   2,584 9,634
2,256   2,309 -53
1,142   1,246 -104
82,691   50,068 32,623
468   482 -14
4,078   4,158 -80
451   495 -44
15   10 5
451   570 -119
206,637   49,914 156,723
3,469   3,454 15
47,373   48,890 -1,517
39,561   25,000 14,561
472   487 -15
2,039   2,079 -40
449   489 -40
1,356   1,756 -400
105,043   49,930 55,113
25,142   25,051 91
9,171   8,924 247
3,124   3,336 -212
42,917   50,016 -7,099
480   491 -11
1,113   1,114 -1
285   311 -26
1,564   2,089 -525
51,290   25,098 26,192
25,639   24,825 814
15,242   15,180 62
3,867   3,909 -42
22,273   25,075 -2,802
482   493 -11
3,933   3,933  
241   263 -22
1,996   2,644 -648
190,487   100,314 90,173
46,559   49,976 -3,417
175,167   200,000 -24,833
90,555   98,634 -8,079
51,651   49,903 1,748
483   484 -1
3,870   3,870  
260   278 -18
4,685   4,909 -224
89,889   49,930 39,959
32,553   25,101 7,452
       
720   808 -88
310   316 -6
492   489 3
1,380   1,380  
264   283 -19
3,084   3,232 -148
17,432   24,749 -7,317
37,990   49,979 -11,989
4   2 2
998   1,102 -104
412   424 -12
497   498 -1
600   600  
409   430 -21
633   664 -31
47,172   49,870 -2,698
21,370   24,867 -3,497
60,409   50,091 10,318
89,881   97,157 -7,276
443   448 -5
505   502 3
9   4 5
421   432 -11
14,707   16,877 -2,170
63,298   50,055 13,243
20,612   24,654 -4,042
40,087   49,974 -9,887
2,317   2,358 -41
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       -4,708
b       -13
c        
d       -20,880
e       -5,742
      -196
      -16,572
      -4,124
      -4,284
       
      -3,067
      -14
       
      -17,772
      -15
      -111
      -13,388
      -3,666
      -5,003
      -3,338
      -16
      -1,991
      -3,076
      -27
      -124
      -25,151
      -2,688
      -12,936
      -32
      -16
      -151
      -39
      -26
      -195
      32
      -11
      -6,130
      -17,503
      -10
      -44
      -39
      -32
      -307
      76,251
      5
      -3,113
      -2,009
      -11
       
      -45
      -36
      -2,204
      81,714
      -40
      1,207
      -8,224
      -17
      -36
      -47
      11
      -441
      9,634
      -53
      -104
      32,623
      -14
      -80
      -44
      5
      -119
      156,723
      15
      -1,517
      14,561
      -15
      -40
      -40
      -400
      55,113
      91
      247
      -212
      -7,099
      -11
      -1
      -26
      -525
      26,192
      814
      62
      -42
      -2,802
      -11
       
      -22
      -648
      90,173
      -3,417
      -24,833
      -8,079
      1,748
      -1
       
      -18
      -224
      39,959
      7,452
       
      -88
      -6
      3
       
      -19
      -148
      -7,317
      -11,989
      2
      -104
      -12
      -1
       
      -21
      -31
      -2,698
      -3,497
      10,318
      -7,276
      -5
      3
      5
      -11
      -2,170
      13,243
      -4,042
      -9,887
      -41
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 2 390,662
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 -109,856
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 1,197,052 11,739,478 0.101968
2016 1,429,110 10,350,155 0.138076
2015 993,426 10,723,987 0.092636
2014 1,484,654 10,768,111 0.137875
2013 447,833 9,190,161 0.048730
2
Total of line 1, column (d) .....................
2
0.519285
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
0.103857
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
14,478,296
5
Multiply line 4 by line 3......................
5
1,503,672
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,713
7
Add lines 5 and 6........................
7
1,509,385
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,300,000
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 11,426
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  
3 Add lines 1 and 2........................... 3 11,426
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 11,426
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,506
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,506
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 7,920
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
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)
    bulletMI
    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 addressbulletN/A
    14
    The books are in care ofbulletWILLIAM O'NEIL Telephone no.bullet (586) 773-0450

    Located atbullet22611 GREATER MACKST CLAIR SHORESMI ZIP+4bullet48080
    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? .................
    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
     
     
    ........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
     
     
    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
     
     
    .........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
    MICHAEL C DIEBOLT PRESIDENT
    2.00     		0 0 0
    22611 MACK
    ST CLAIR SHORES,MI48080
    LINDA J DIEBOLT SEC./TREAS.
    1.00     		0 0 0
    22611 MACK
    ST CLAIR SHORES,MI48080
    KIMBERLY WADOWSKI DIRECTOR
    1.00     		0 0 0
    22611 MACK
    ST CLAIR SHORES,MI48080
    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  
    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.............bullet  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    14,556,986
    b
    Average of monthly cash balances.......................
    1b
    141,792
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,698,778
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    14,698,778
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    220,482
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,478,296
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    723,915
    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
    723,915
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    11,426
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,426
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    712,489
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    712,489
    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
    712,489
    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
    1,300,000
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,300,000
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,300,000
    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 7 712,489
    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...... 886,434
    c From 2015...... 470,375
    d From 2016...... 918,528
    e From 2017...... 615,974
    fTotal of lines 3a through e........ 2,891,311
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,300,000
    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..... 712,489
    e Remaining amount distributed out of corpus 587,511
    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 3,478,822
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		3,478,822
    10 Analysis of line 9:
    a Excess from 2014.... 886,434
    b Excess from 2015.... 470,375
    c Excess from 2016.... 918,528
    d Excess from 2017.... 615,974
    e Excess from 2018.... 587,511
    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
     
    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
             
    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 (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
    UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE STREET
    ANN ARBOR,MI48109     		NONE 501C (3) CHARITABLE 1,200,000
    ST GERARD SOCIETY CATHOLIC
    PO BOX 6883
    SAGINAW,MI486086883     		NONE 501C(3) CHARITABLE 100,000
    Total .................................bullet 3a 1,300,000
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		    25 657  
    4 Dividends and interest from securities....     25 240,483  
    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 ............     		    25 61,876 328,786
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aREBATE PAYMENTS     		    25 9  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   303,025 328,786
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    631,811
    (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:
    DIEBOLT FOUNDATION
    EIN:
    38-3444677
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,600      

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    DIEBOLT FOUNDATION
    EIN:
    38-3444677
    Name of Stock End of Year Book Value End of Year Fair Market Value
    UBS 07019 CASH 431,593 431,593
    UBS 07019 MONEY MARKET FUNDS 387,366 387,366
    ABBOTT LABS 28,839 91,136
    ABBVIE INC COM 156,135 318,056
    ADVANSIX INC 792 1,801
    AEROENVIRONMENTAL INC 50,750 57,758
    AGNICO EAGLE MINES LTD 100,113 119,584
    ALPHABET INC (GOOGLE) 187,216 342,747
    AMAZON.COM INC 497,520 1,288,690
    AMGEN INC 74,971 92,079
    APACHE CORP 37,553 23,809
    ARISTA NETWORKS, INC 50,003 42,140
    ASML HOLDING NV 24,954 20,386
    AT&T 149,979 146,981
    AVANOS MEDICAL INC 2,060 3,942
    BOEING COMPANY 74,897 135,773
    BP PLC SPON 49,961 49,751
    BRISTOL MEYER SQUIBB CO 74,882 63,416
    CABOT OIL & GAS 124,897 133,519
    CALLON 50,083 31,723
    CELANESE CORP NEW 74,821 68,647
    CISCO SYSTEMS 99,997 157,071
    CME GROUP INC 124,747 184,358
    COCA COLA CO 125,061 180,688
    COGNEX CORP 49,995 40,990
    COMERICA INC    
    CONAGRA FOOD INC 57,270 65,148
    CUMMINS INC    
    DIGITAL REALTY TRUST INC REIT 123,009 255,613
    DOMINION ENERGY INC. 49,443 55,382
    EDWARDS LIFESCIENCES CORP 100,072 159,450
    EOG RESOURCES INC 50,028 57,995
    EXXON MOBILE CORP 149,985 123,765
    FEDEX 77,192 54,852
    FORTINET INC 92,728 285,242
    GARRETT MOTION INC 1,603 2,283
    GENERAL ELECTRIC COMPANY    
    HALYARD HEALTH INC    
    HEICO CORP 100,137 155,673
    HONEYWELL INTL INC 143,280 245,083
    ILLINOIS TOOL WORKS INC 49,863 44,342
    ILLUMINA INC. 13,584 14,997
    INTEL CORP 98,470 218,225
    ITT CORP 59,480 127,385
    JOHNSON & JOHNSON COM 49,816 98,078
    KANSAS CITY STHN NEW 149,694 166,369
    KINDER MORGAN INC 48,865 43,695
    LAM RESEARCH CORP 300,673 488,169
    LAMB WESTON HOLDINGS INC 16,870 74,737
    LOCKHEED MARTIN CORP 24,893 21,995
    MACOM TECHNOLOGY SOLUTIONS HOLDINGS    
    MARATHON PETROLEUM CO 136,010 200,044
    MICORSOFT CORP 24,900 22,955
    MKS INSTRUMENTS INC 24,912 17,962
    NABORS INDUSTRIES LTD NEW    
    NEOGEN CORP 147,348 589,893
    NVIDIA CORP 49,843 28,569
    NUCOR CORP    
    PARKER HANNIFIN CORP    
    PERRIGO CO PLC    
    PFIZER INC 24,976 29,682
    PPL CORP 25,017 22,806
    QUALCOMM INC 49,740 51,105
    RAYTHEON CO NEW 124,782 167,458
    RESIDEO TECHNOLOGIES INC 4,304 6,350
    SALESFORCE.COM    
    SCANA CORP    
    SKYWORKS SOLUTIONS INC 125,148 104,417
    SONY CORP ADR NEW JAPAN 20,011 19,409
    SUNTRUST BANKS INC 25,013 23,757
    SVB FINANCIAL GROUP 25,062 18,992
    TARGA RESOURCES INVESTMENTS 46,938 35,300
    TERADYNE INC    
    UNITED HEALTH GROUP 49,922 51,070
    UNITED TECHNOLOGIES 50,002 47,916
    VERIZON COMMUNICATIONS 68,250 129,137
    VISA INC CL A 200,405 786,362
    WILLIAMS COS INC 242,993 229,188
    ALGER EMERGING MARKETS    
    FIDELITY ADVISOR BIOTECHNOLGY FUND 230,832 253,371
    FIDELITY ADVISOR REAL ESTATE INC FD 369,047 357,214
    JOHN HANCOCK REGIONAL BANK FUND CL A 445,505 631,655
    MFS INTERNATIONAL VALUE FUND CL A 301,423 351,579
    MFS UTILITIES FUND A 332,781 350,223
    PRUDENTIAL JENNISON HEALTH SCIENCES 319,149 367,358
    TORTOISE MLP & PIPELINE FUND CL INST    
    AIG SENIOR FLOATING RATE    
    EATON VH HI INC    
    GOLDMAN SACHS EMERGING MARKETS DEBT    
    THE HARTFORD FLOATING RATE FUND CL I    
    SPDR GOLD TRUST 299,329 326,769
    PUTNAM CAPITAL SPECTRUM    

    TY 2018 OtherAssetsSchedule
    Name:
    DIEBOLT FOUNDATION
    EIN:
    38-3444677
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE 37 45 45
    DIVIDEND RECEIVABLE 4,042 1,130 1,130


    TY 2018 OtherIncomeSchedule2
    Name:
    DIEBOLT FOUNDATION
    EIN:
    38-3444677
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    REBATE PAYMENTS 9   9


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    DIEBOLT FOUNDATION
    EIN:
    38-3444677
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UBS A/C 58,999 58,999    


    TY 2018 TaxesSchedule
    Name:
    DIEBOLT FOUNDATION
    EIN:
    38-3444677
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX EXPENSE-UBS 1,482 1,482