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
TRUETTNER FAMILY FOUNDATION
C/O W JAMES TRUETTNER III
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 247
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CRESTED BUTTE, CO81224
A Employer identification number

36-3499982
B Telephone number (see instructions)

(970) 349-5883
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,554,585J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 17,987 17,987  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 191,563
b Gross sales price for all assets on line 6a 787,661
7 Capital gain net income (from Part IV, line 2)... 191,563
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).......      
12 Total. Add lines 1 through 11........ 209,550 209,550  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,000 0   0
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 2,327 0   2,327
c Other professional fees (attach schedule).... Click to see attachment 9,719 9,719   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,043 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 25 0   25
23 Other expenses (attach schedule)....... Click to see attachment 225 0   225
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,339 9,719   2,577
25 Contributions, gifts, grants paid....... 119,550 119,550
26 Total expenses and disbursements. Add lines 24 and 25 143,889 9,719   122,127
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 65,661
b Net investment income (if negative, enter -0-) 199,831
c Adjusted net income (if negative, enter -0-)...  
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............. 4,567 30,396 30,396
2 Savings and temporary cash investments......... 311,139 317,988 317,988
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)....... 1,323,032 Click to see attachment1,356,015 2,206,201
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,638,738 1,704,399 2,554,585
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 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........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,638,738 1,704,399
30 Total net assets or fund balances (see instructions)..... 1,638,738 1,704,399
31 Total liabilities and net assets/fund balances (see instructions). 1,638,738 1,704,399
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
1,638,738
2
Enter amount from Part I, line 27a .....................
2
65,661
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,704,399
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,704,399
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 628 SHS - AMPHENOL CORP-CL A   2008-10-03 2018-02-06
b 675 SHS - PAYLOCITY HOLDING CORP   2017-01-05 2018-02-14
c 1300 SHS - AXALTA COATING SYSTEMS LTD   2016-06-01 2018-04-02
d 300 SHS - FACEBOOK INC-CLASS A   2016-11-29 2018-04-04
e 775 SHS - WABTEC CORP   2017-01-24 2018-04-04
348 SHS - AFFILIATED MANAGERS GROUP   2009-03-26 2018-08-27
100 SHS - ADOBE INC   2016-02-10 2018-08-29
25 SHS - ALIGN TECHNOLOGY INC   2015-02-12 2018-08-29
350 SHS - EOG RESOURCES INC   2015-11-23 2018-08-29
250 SHS - INTERCONTINENTAL EXCHANGE IN   2009-06-16 2018-08-29
350 SHS - SBA COMMUNICATIONS CORP   2018-02-28 2018-08-30
200 SHS - INTERCONTINENTAL EXCHANGE IN   2009-06-16 2018-09-21
425 SHS - WATSCO INC   2017-06-20 2018-11-08
7171 SHS - WILLIAM BLAIR EM S/C GR-I   2013-06-17 2018-11-27
475 SHS - RED HAT INC   2013-02-15 2018-12-12
600 SHS - PROGRESSIVE CORP   2018-09-21 2018-12-20
1325 SHS - BWX TECHNOLOGIES INC   2016-08-23 2018-12-20
(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 54,439   11,214 43,225
b 29,820   20,907 8,913
c 38,935   36,396 2,539
d 46,072   36,420 9,652
e 62,058   67,378 -5,320
52,030   20,228 31,802
26,783   7,546 19,237
9,575   1,428 8,147
41,660   28,922 12,738
18,807   5,650 13,157
54,027   57,214 -3,187
15,595   4,520 11,075
62,854   66,313 -3,459
103,841   110,000 -6,159
84,035   26,619 57,416
35,985   42,462 -6,477
51,145   52,881 -1,736
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       43,225
b       8,913
c       2,539
d       9,652
e       -5,320
      31,802
      19,237
      8,147
      12,738
      13,157
      -3,187
      11,075
      -3,459
      -6,159
      57,416
      -6,477
      -1,736
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 2 191,563
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 146,871 2,371,924 0.061921
2016 100,297 2,171,658 0.046185
2015 111,705 2,220,881 0.050298
2014 105,550 2,172,218 0.048591
2013 87,831 1,904,629 0.046114
2
Total of line 1, column (d) .....................
2
0.253109
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
0.050622
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
2,751,745
5
Multiply line 4 by line 3......................
5
139,299
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,998
7
Add lines 5 and 6........................
7
141,297
8
Enter qualifying distributions from Part XII, line 4,.............
8
122,127
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 3,997
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 3,997
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 3,997
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,080
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 4,080
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 83
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet83 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)
    bulletIL
    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 addressbulletNONE
    14
    The books are in care ofbulletW JAMES TRUETTNER III Telephone no.bullet (970) 349-5883

    Located atbulletPO BOX 247CRESTED BUTTECO ZIP+4bullet81224
    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
     
    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
     
     
    .........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
    W JAMES TRUETTNER JR PRESIDENT
    5.00     		2,000 0 0
    PO BOX 247
    CRESTED BUTTE,CO81224
    W JAMES TRUETTNER III SECRETARY-TREASURER
    5.00     		2,000 0 0
    PO BOX 247
    CRESTED BUTTE,CO81224
    NANCY H TRUETTNER DIRECTOR
    2.00     		2,000 0 0
    PO BOX 247
    CRESTED BUTTE,CO81224
    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 NONE 0
    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
    2,545,932
    b
    Average of monthly cash balances.......................
    1b
    247,718
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,793,650
    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
    2,793,650
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    41,905
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,751,745
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    137,587
    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
    137,587
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,997
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,997
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    133,590
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    133,590
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    133,590
    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
    122,127
    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
    122,127
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    122,127
    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 7 133,590
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017...... 33,261
    fTotal of lines 3a through e........ 33,261
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 122,127
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 122,127
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 11,463 11,463
    (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 21,798
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    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) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		21,798
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017.... 21,798
    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
     
    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
    ADAPTIVE SPORTS CENTER
    PO BOX 1639
    CRESTED BUTTE,CO81224     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    ALL HANDS AND HEARTS-SMART RESPONSE
    6 COUNTY ROAD SUITE 6
    MATTAPOISETT,MA02739     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500
    AMERICAN FARMLAND TRUST
    1150 CONNECTICUT AVE NW SUITE 600
    WASHINGTON,DC20036     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    AMERICAN RIVERS
    PO BOX 96158
    WASHINGTON,DC20077     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    BOULDER JUNCTION PUBLIC LIBRARY
    PO BOX 9
    BOULDER JUNCTION,WI54512     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    BOULDER JUNCTION VOLUNTEER FIRE DEPT
    PO BOX 395
    BOULDER JUNCTION,WI545120395     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    BRAIN ANEURYSM FOUNDATION
    269 HANOVER ST
    HANOVER,MA02339     		N/A PUBLIC CHARITY RESEARCH 2,000
    BURR AND BURTON ACADEMY
    PO BOX 498
    MANCHESTER,VT05254     		N/A PUBLIC CHARITY EDUCATIONAL 2,000
    COLORADO COLLEGE
    PO BOX 1117
    COLORADO SPRINGS,CO80901     		N/A PUBLIC CHARITY EDUCATIONAL 500
    COLUMBIA COLLEGE-CHICAGO
    600 SOUTH MICHIGAN AVE
    CHICAGO,IL60605     		N/A PUBLIC CHARITY EDUCATIONAL 1,000
    CRESTED BUTTE COMMUNITY SCHOOL PTSA
    19221 N STATE HWY 135
    ALMONT,CO81210     		N/A PUBLIC CHARITY GENERAL SUPPORT 100
    CRESTED BUTTE MOUNTAIN THEATRE
    PO BOX 611
    CRESTED BUTTE,CO81224     		N/A PUBLIC CHARITY PERFORMING ARTS 250
    CRESTED BUTTE NORDIC CENTER
    620 2ND ST
    CRESTED BUTTE,CO81224     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,610
    CRESTED BUTTE SNOWSPORTS FOUNDATION
    PO BOX 56
    CRESTED BUTTE,CO81224     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    DAVID SHELDRICK WILDLIFE TRUST
    25683 CABOT RD SUITE 101
    LAGUNA HILLS,CA92653     		N/A PUBLIC CHARITY GENERAL SUPPORT 3,000
    DENEVER BOTANIC GARDENS
    909 YORK ST
    DENVER,CO80206     		N/A PUBLIC CHARITY GENERAL SUPPORT 90
    DENVER EARTH RESOURCES LIBRARY
    730 17TH ST SUITE B-1
    DENVER,CO80202     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    DENVER MUSEUM OF NATURE & SCIENCE
    2001 COLORADO BLVD
    DENVER,CO80205     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    DORSET HISTORICAL SOCIETY
    PO BOX 52
    DORSET,VT05251     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    DORSET VILLAGE LIBRARY
    PO BOX 38
    DORSET,VT05251     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    EL DORADO COUNTY SEARCH AND RESCUE
    PO BOX 721
    PLACERVILLE,CA95667     		N/A GOVERNMENT GENERAL SUPPORT 750
    FRIENDS OF HILDENE
    1005 HILDENE RD
    MANCHESTER,VT05254     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    GREEN MOUNTAIN CLUB
    4711 WATERBURY-STOWE RD
    WATERBURY,VT05677     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    GUNNISON VALLEY HEALTH FOUNDATION
    711 NORTH TAYLOR ST
    GUNNISON,CO81230     		N/A PUBLIC CHARITY EDUCATIONAL 500
    H3O FOUNDATION
    2130 PAMPLONA CT
    ESCONDITO,CA92025     		N/A PUBLIC CHARITY GENERAL SUPPORT 750
    INDIAN RIVER MEDICAL FOUNDATION
    1000 36TH ST
    VERO BEACH,FL32963     		N/A PUBLIC CHARITY GENERAL SUPPORT 5,000
    KBUT-FM
    PO BOX 308
    CRESTED BUTTE,CO81224     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    KEEWAYDIN FOUNDATION
    950 WEST SHORE ROAD
    SALISBURY,VT05769     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    LAKE TAHOE HUMANE SOCIETY
    PO BOX 7945
    SOUTH LAKE TAHOE,CA96158     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    LEAGUE TO SAVE LAKE TAHOE
    2608 LAKE TAHOE BLVD
    S LAKE TAHOE,CA96150     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    LIVING JOURNEYS
    PO BOX 2024
    CRESTED BUTTE,CO81224     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    LIVING LANDS & WATERS
    17615 ROUTE 84N
    E MILINE,IL61244     		N/A PUBLIC CHARITY PRESERVATION OF ENVIRONMENT 3,000
    LUCILE PACKARD FOUNDATION
    400 HAMILTON AVE SUITE 340
    PALO ALTO,CA94301     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    MANITO ART LEAGUE
    PO BOX 298
    MANITOWISH WATERS,WI54545     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    MANITOWISH WATERS CHAMBER OF COMMERCE
    PO BOX 251
    MANITOWISH WATERS,WI54545     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    MAX'S HELPING PAWS FOUNDATION
    451 CANYON DEL RAY BLVD
    DEL RAY OAKS,CA93940     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    MAYO CLINIC
    200 FIRST ST SW
    ROCHESTER,MN55905     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000
    MCKEE BOTANICAL GARDENS
    350 US HIGHWAY 1
    VERO BEACH,FL32962     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500
    MERCK FOREST & FARMLAND CENTER
    PO BOX 86
    RUPERT,VT05768     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    MONTEREY BAY AQUARIUM
    886 CANNERY ROW
    MONTEREY,CA93940     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000
    NATIONAL MS SOCIETY
    1700 OWENS ST STE 190
    SAN FRANCISCO,CA94158     		N/A PUBLIC CHARITY GENERAL SUPPORT 750
    NATIONAL PARK FOUNDATION
    1201 EYE ST NW SUITE 550B
    WASHINGTON,DC20005     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    NORTH LAKELAND DISCOVERY CENTER
    PO BOX 237
    MANITOWICH WATERS,WI54545     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    NORTHSHIRE RESCUE SQUAD
    PO BOX 26
    MANCHESTER CENTER,VT05255     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    NORTHWESTERN LAKE FOREST HOSPITAL
    ATTN OFFICE OF PHILANTHROPY 660 N
    WESTMORELAND
    LAKE FOREST,IL60045     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    OKIZU FOUNDATION
    83 HAMILTON DR 200
    NOVATO,CA94949     		N/A PUBLIC CHARITY GENERAL SUPPORT 412
    OLD ELM SCHOLARSHIP FUND
    800 OLD ELM ROAD
    HIGHLAND PARK,IL60035     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000
    ORCA CONSERVANCY
    PO BOX 16628
    SEATTLE,WA98116     		N/A PUBLIC CHARITY GENERAL SUPPORT 10,000
    PARADISE ANIMAL WELFARE SOCIETY
    PO BOX 531
    CRESTED BUTTE,CO81224     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    PEACE OF MIND DOG RESCUE
    PO BOX 51554
    PACIFIC GROVE,CA93950     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    PROJECT PURPLE
    PO BOX 884
    SEYMOUR,CT06483     		N/A PUBLIC CHARITY GENERAL SUPPORT 3,500
    RED ARROW CAMP FOUNDATION
    780 N WATER ST
    MILWAUKEE,WI63202     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    RIVERSIDE THEATRE
    3250 RIVERSIDE PARK DR
    VERO BEACH,FL32963     		N/A PUBLIC CHARITY PERFORMING ARTS 6,000
    SACRAMENTO JUNIOR TENNIS FUND
    4013 ESPERANZA DR
    SACRAMENTO,CA95864     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500
    SANTA ELENA PROJECT OF ACCOMPANIMENT
    192 FOREST ST
    OBERLIN,OH44074     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500
    SAVE THE CHIMPS
    PO BOX 12220
    FT PIERCE,FL34979     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    SHENANDOAH UNIVERSITY
    1460 UNIVERSITY DRIVE
    WINCHESTER,VA22601     		N/A PUBLIC CHARITY EDUCATIONAL 25,000
    SIGMA XI SCIENTIFIC RESEARCH HONOR SOCIETY
    PO BOX 13975
    RESEARCH TRIANGLE PARK,NC27709     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    SOUTH TAHOE CANCER LEAGUE
    PO BOX 179562
    S LAKE TAHOE,CA96151     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    SOUTHERN VERMONT ARTS CENTER INC
    930 E MANCHESTER ROAD
    MANCHESTER,VT05254     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
    PO BOX 1893
    MEMPHIS,TN38101     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000
    TAHOE ARTS PROJECT
    PO BOX 14281
    S LAKE TAHOE,CA96151     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    TAHOE WOMEN'S COMMUNITY FUND
    PO BOX 18069
    S LAKE TAHOE,CA96151     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    TAHOE YOUTH AND FAMILY SERVICES
    1021 FREEMONT AVENUE
    S LAKE TAHOE,CA96151     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    THE BIRCH BARK FOUNDATION
    101 COOPER ST
    SANTA CRUZ,CA95060     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    THE BOAT COMPANY
    1200 18TH ST NW STE 900
    WASHINGTON,DC20036     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    THE DEGREGORIO FAMILY FOUNDATION
    PO BOX 236
    PLEASANTVILLE,NY10570     		N/A PUBLIC CHARITY RESEARCH 1,088
    THE DORSET PLAYERS INC
    104 CHENEY RD
    DORSET,VT05251     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    THE KINKAID SCHOOL
    PO BOX 301765
    DALLAS,TX75303     		N/A PUBLIC CHARITY EDUCATIONAL 500
    THE LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 4072
    PITTSFIELD,MA01202     		N/A PUBLIC CHARITY GENERAL SUPPORT 2,000
    THE MARINE MAMMAL CENTER
    2000 BUNKER ROAD
    FORT CRONKHITE SAUSALI,CA94965     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    THE SPCA FOR MONTEREY COUNTY
    PO BOX 3058
    MONTEREY,CA93942     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500
    TOWN OF BOULDER JUNCTION
    PO BOX 616
    BOULDER JUNCTION,WI54512     		N/A GOVERNMENT GENERAL SUPPORT 250
    UNION CONGREGATIONAL CHURCH
    PO BOX 726
    CRESTED BUTTE,CO81224     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    UNIVERSITY OF CLAIFORNIA DAVIS
    ONE SHIELDS AVE
    DAVIS,CA95616     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,000
    VERO BEACH MUSEUM OF ART
    3001 RIVERSIDE PARK DR
    VERO BEACH,FL32963     		N/A PUBLIC CHARITY GENERAL SUPPORT 1,500
    VNA & HOSPICE FOUNDATION
    1111 36TH ST
    VERO BEACH,FL32960     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    WESTON PLAYHOUSE THEATRE COMPANY
    703 MAIN STREET
    WESTON,VT05161     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    WETLANDS INITIATIVE
    53 WEST JACKSON BLVD SUITE 1015
    CHICAGO,IL60604     		N/A PUBLIC CHARITY RESTORATION OF WETLANDS 6,000
    WIKIMEDIA FOUNDATION INC
    PO BOX 98204
    WASHINGTON,DC20090     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    WILLIAMS COLLEGE
    75 PARK ST
    WILLIAMSTOWN,MA01267     		N/A PUBLIC CHARITY EDUCATIONAL 3,000
    WOLF HAVEN INTERNATIONAL
    3111 OFFUT LAKE ROAD SE
    TENINO,WA98589     		N/A PUBLIC CHARITY GENERAL SUPPORT 500
    WORLD WILDLIFE FUND
    1250 24TH ST NW
    WASHINGTON,DC20037     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    ZION EPISCOPAL CHURCH
    301 EAST CONGRESS ST
    CHARLES TOWN,WV25414     		N/A PUBLIC CHARITY GENERAL SUPPORT 250
    Total .................................bullet 3a 119,550
    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 ...........     		         
    4 Dividends and interest from securities....     14 17,987  
    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 ............     		    18 191,563  
    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).. 0 209,550 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    209,550
    (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.
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    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
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    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    TRUETTNER FAMILY FOUNDATION
     
    C/O W JAMES TRUETTNER III
    EIN:
    36-3499982
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,130 0   2,130
    LEGAL FEES 197 0   197

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    TRUETTNER FAMILY FOUNDATION
     
    C/O W JAMES TRUETTNER III
    EIN:
    36-3499982
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VARIOUS INVESTMENTS 1,356,015 2,206,201

    TY 2018 OtherExpensesSchedule
    Name:
    TRUETTNER FAMILY FOUNDATION
     
    C/O W JAMES TRUETTNER III
    EIN:
    36-3499982
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEE 225 0   225


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    TRUETTNER FAMILY FOUNDATION
     
    C/O W JAMES TRUETTNER III
    EIN:
    36-3499982
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT COUNSELING 9,719 9,719   0


    TY 2018 TaxesSchedule
    Name:
    TRUETTNER FAMILY FOUNDATION
     
    C/O W JAMES TRUETTNER III
    EIN:
    36-3499982
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 6,043 0   0