TY 2018 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
ALVIN A MARION BIRNSCHEIN
FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)111 E WISCONSIN AVE STE 1800
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53202

A Employer identification number

39-6126798

B Telephone number (see instructions)

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$4,306,762J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	114,698		114,186	114,698
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		317,605
b	Gross sales price for all assets on line 6a 1,204,603
7	Capital gain net income (from Part IV, line 2)...			317,605
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).......		3,227	3,227	3,227
12	Total. Add lines 1 through 11........	435,530		435,018	117,925
13	Compensation of officers, directors, trustees, etc.	6,000
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		18,385	9,193
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		55,792	55,792
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		7,232	7,232
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		331	331
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	87,740		72,548		0
25	Contributions, gifts, grants paid.......	233,000				233,000
26	Total expenses and disbursements. Add lines 24 and 25	320,740		72,548		233,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	114,790
b	Net investment income (if negative, enter -0-)			362,470
c	Adjusted net income (if negative, enter -0-)...				117,925

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2018)

Form 990-PF (2018)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	126,899	120,133	120,133
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........		4,724
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	3,572,051	3,688,883	4,186,629
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,698,950	3,813,740	4,306,762
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted..................	3,698,950	3,809,016
	25	Temporarily restricted...............
	26	Permanently restricted...............		4,724
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds........
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds
	30	Total net assets or fund balances (see instructions).....	3,698,950	3,813,740
	31	Total liabilities and net assets/fund balances (see instructions).	3,698,950	3,813,740

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,698,950

Enter amount from Part I, line 27a .....................

114,790

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

3,813,740

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .

3,813,740

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	ABBVIE INC	P	2018-01-25	2018-11-08
b	ACS ACTIVIDADES DE	P	2016-12-30	2018-02-22
c	AIA GROUP LTD	P	2017-01-25	2018-12-27
d	ALPHABET INC CLASS A	P	2016-02-08	2018-11-13
e	APPLE INC	P	2014-01-02	2018-12-19
	BANCO SANTANDER S A	P	2018-02-21	2018-08-24
	BROADCOM LIMITED	P	2017-07-19	2018-11-08
	CHUBB LTD	P	2014-01-02
	COGNIZANT TECHNOLOGY SOLUTIONS	P	2010-01-08	2018-11-13
	CYRUSONE INC	P	2017-08-10	2018-12-19
	ECOLAB INC	P	2012-12-07	2018-11-13
	FACEBOOK INC	P	2016-02-08	2018-11-13
	GARRET MOTION INC	P	2016-06-10	2018-10-30
	INCYTE CORPORATION	P	2015-09-11	2018-11-13
	KLA-TENOR CORP	P	2017-12-19	2018-11-13
	LOWES COMPANIES INC	P	2014-01-02	2018-12-19
	MICROSOFT CORPORATION	P	2014-01-02	2018-05-15
	NEXTERA ENERGY INC	P	2014-01-02	2018-07-24
	OTSUKA HOLDINGS CO	P	2016-02-11	2018-08-24
	PHILIP MORRIS INTERNATIONAL	P	2018-04-03	2018-07-24
	REGENERON PHARMACEUTICALS INC	P	2016-02-08	2018-12-19
	SCHLUMBERGER LTD	P	2016-05-18	2018-06-26
	SYNDERS-LANCE INC	P	2017-09-22	2018-01-11
	UNION PACIFIC CORP	P	2014-01-02	2018-12-19
	WALT DISNEY CO	P	2015-11-20	2018-12-19
	ABBVIE INC	P	2018-01-25	2018-11-13
	ACS ACTIVIDADES DE	P	2016-12-30	2018-07-26
	AIA GROUP LTD	P	2017-03-13	2018-11-28
	ALPHABET INC CLASS A	P	2016-02-08	2018-12-19
	ARCELORMITTAL SA	P	2017-05-05	2018-01-30
	BAXTER INTERNATIONAL INC	P	2016-02-11	2018-01-04
	BROADCOM LIMITED	P	2017-07-19	2018-11-13
	CHUBB LTD	P	2014-01-02	2018-12-11
	COLGATE PALMOLIVE COMPANY	P	2014-06-03	2018-12-19
	DAIMLER AG	P	2018-05-05	2018-08-24
	ELI LILLY & CO	P	2015-09-02	2018-01-26
	FACEBOOK INC	P	2016-02-08	2018-01-16
	GARTNER INC	P	2016-02-08	2018-11-13
	INGERSOLL RAND PC	P	2016-09-27	2018-07-24
	KOMATSU LTD	P	2016-12-22	2018-01-26
	LUXOTTICA GROUP SPA	P	2016-02-11	2018-11-19
	MICROSOFT CORPORATION	P	2014-01-02	2018-12-19
	NEXTERA ENERGY INC	P	2014-01-02	2018-12-19
	PACIRA PHARMACEUTICALS INC	P	2017-07-19	2018-11-13
	PHILIP MORRIS INTERNATIONAL	P	2018-04-03	2018-12-19
	ROCHE HOLDING LTD	P	2016-02-11	2018-08-24
	SCHLUMBERGER LTD	P	2016-05-18	2018-08-24
	SYSMEX CORPORATION	P	2016-02-11	2018-06-29
	UNITEDHEALTH GROUP INC	P	2015-07-27	2018-11-08
	WASTE CONNECTIONS INC	P	2006-07-13	2018-11-13
	ABBVIE INC	P	2014-01-24	2018-01-31
	ACS ACTIVIDADES DE	P	2016-12-30	2018-08-24
	AIRBUS GROUP	P	2016-10-12	2018-07-18
	ALPHABET INC CLASS C	P	2016-02-08	2018-11-13
	ARCELORMITTAL SA	P	2017-05-05	2018-08-24
	BAYER AKTIENGESELLSCHAFT	P	2018-06-26	2018-08-23
	CANADIAN NATURAL RESOURCES	P	2017-10-03	2018-06-26
	CHUBB LTD	P	2015-05-19	2018-12-19
	COLOPLAST AS	P	2016-02-11	2018-05-01
	DANAHER CORPORATION	P	2006-07-13	2018-11-08
	ELI LILLY & CO	P	2015-09-02	2018-11-08
	FACEBOOK INC	P	2016-05-04	2018-12-19
	GARTNER INC	P	2016-02-08	2018-12-19
	INGERSOLL RAND PC	P	2016-09-27	2018-12-19
	KUBOTA CORPORATION	P	2018-07-17	2018-08-24
	LVMH MOET HENNESY LOUIS	P	2016-02-11	2018-06-29
	MITSUBISHI ESTATE CO	P	2017-10-05	2018-06-11
	NIELSEN HOLDINGS PLC	P	2017-01-30	2018-08-29
	PACKAGING CORP AMER	P	2014-01-02	2018-07-24
	PHILIP MORRIS INTERNATIONAL INC	P	2018-01-25	2018-11-01
	ROCHE HOLDING LTD	P	2016-02-11	2018-11-28
	SECOM CO	P	2016-08-23	2018-12-20
	SYSMEX CORPORATION	P	2016-02-11	2018-12-21
	UNITEDHEALTH GROUP INC	P	2015-07-27	2018-01-13
	WEC ENERGY GROUP INC	P	2015-09-10	2018-12-19
	ABBVIE INC	P	2017-01-06	2018-04-03
	ADOBE SYSTEMS	P	2016-02-08	2018-06-06
	AIRBUS GROUP	P	2016-10-12	2018-08-24
	ALPHABET INC CLASS C	P	2016-02-08	2018-12-19
	ARCHER-DANIELS-MIDLAND CO	P	2016-02-11	2018-09-24
	BECTON DICKINSON & CO	P	2017-01-19	2018-07-24
	CANADIAN NATURAL RESOURCES	P	2017-03-28	2018-08-24
	CHUBB LTD	P	2016-02-11	2018-06-29
	COMCAST CORP	P	2017-02-07	2018-11-13
	DANAHER CORPORATION	P	2006-07-13	2018-11-13
	ELI LILLY & CO	P	2015-09-02	2018-11-13
	FANUC CORPORATION	P	2018-04-18	2018-11-30
	GARTNER INC	P	2016-12-08	2018-12-19
	INTERCONTINENTAL EXCHANGE INC	P	2007-03-15	2018-11-13
	KUBOTA CORPORATION	P	2018-07-17	2018-11-28
	MARSH & MCLENNAN COMPANIES INC	P	2014-07-25	2018-12-19
	MITSUBISHI ESTATE CO	P	2016-06-24	2018-06-11
	NIKE INC	P	2016-02-08	2018-11-13
	PACKAGING CORP AMER	P	2014-07-02	2018-12-19
	PHILLIPS 66	P	2014-01-02	2018-05-15
	ROSS STORES INC	P	2011-08-24	2018-11-13
	SECOM CO	P	2016-05-18	2018-12-20
	TAIWAN SEMICONDUCTOR MFG CO	P	2016-02-11	2018-06-29
	UNITEDHEALTH GROUP INC	P	2014-01-02	2018-12-19
	WELLS FARGO & CO	P	2014-01-02	2018-05-15
	ABBVIE INC	P	2016-02-11	2018-10-22
	ADOBE SYSTEMS	P	2016-02-08	2018-08-27
	ALEXION PHARMACEUTICALS INC	P	2014-07-21	2018-11-08
	AMAZON.COM INC	P	2014-10-15	2018-11-13
	ARCHER-DANIELS-MIDLAND CO	P	2016-02-11	2018-09-25
	BECTON DICKINSON & CO	P	2017-01-19	2018-10-16
	CANADIAN PACIFIC RAILWAY	P	2016-02-11	2018-06-29
	CHUBB LTD	P	2016-02-11	2018-12-27
	COMCAST CORP	P	2017-07-25	2018-12-19
	DBS GROUP HOLDINGS LTD	P	2016-05-23	2018-02-14
	ENGIE	P	2016-08-11	2018-08-24
	FAST RETAILING CO LTD	P	2017-11-29	2018-04-16
	GLOBUS MEDICAL INC	P	2017-07-19	2018-11-08
	INTERCONTINENTAL EXCHANGE INC	P	2007-06-27	2018-11-13
	LIGAND PHARMACEUTICALS INC	P	2017-07-19	2018-11-08
	MASTERCARD INCORPORATED	P	2016-02-08	2018-11-13
	MONDELEZ INTERNATIONAL INC	P	2015-09-25	2018-05-15
	NIKE INC	P	2016-02-08	2018-11-15
	PANASONIC CORPORATION	P	2017-09-29	2018-05-24
	PHILLIPS 66	P	2014-01-02	2018-08-13
	ROYAL DSM	P	2016-02-11	2018-01-31
	SEVEN & I HOLDINGS	P	2017-07-19	2018-08-24
	TAIWAN SEMICONDUCTOR MFG CO	P	2016-02-11	2018-12-27
	UNITEDHEALTH GROUP INC	P	2014-01-02	2018-07-24
	WELLS FARGO & CO	P	2016-08-04	2018-10-24
	ABIOMED INC	P	2017-07-19	2018-11-08
	ADOBE SYSTEMS	P	2016-02-08	2018-11-13
	ALEXION PHARMACEUTICALS INC	P	2014-07-21	2018-11-13
	AMBEV SA	P	2018-02-06	2018-06-28
	AT&T	P	2014-01-02	2018-07-24
	BECTON DICKINSON & CO	P	2017-01-19	2018-12-19
	CANADIAN PACIFIC RAILWAY	P	2016-02-11	2018-12-27
	CHURCH & DWIGHT CO INC	P	2006-10-17	2018-02-02
	COMPASS GROUP PLC	P	2016-02-11	2018-06-29
	DEUTSCHE BOERSE AG	P	2017-10-13	2018-03-05
	EOG RES INC	P	2014-08-07	2018-11-13
	FAST RETAILING CO LTD	P	2017-11-29	2018-08-24
	GLOBUS MEDICAL INC	P	2017-07-19	2018-11-13
	INTERPUBLIC GROUP OF COS INC	P	2017-07-03	2018-02-27
	LIGAND PHARMACEUTICALS INC	P	2017-07-19	2018-11-13
	MASTERCARD INCORPORATED	P	2016-02-08	2018-12-19
	MONDELEZ INTERNATIONAL INC	P	2015-09-25	2008-01-21
	NIKE INC	P	2016-02-08	2018-12-19
	PANASONIC CORPORATION	P	2016-12-02	2018-02-01
	PHILLIPS 66	P	2016-05-16	2018-12-19
	ROYAL DSM	P	2016-02-11	2018-08-24
	SHOPIFY INC	P	2018-05-05	2018-12-27
	TATA MOTORS LTD	P	2017-08-17	2018-05-29
	UNITEDHEALTH GROUP INC	P	2014-01-02	2018-11-02
	WHIRLPOOL CORP	P	2014-01-02	2018-12-19
	ABIOMED INC	P	2017-07-19	2018-01-13
	ADOBE SYSTEMS	P	2016-02-08	2018-12-19
	ALIGN TECHNOLOGY INC	P	2016-03-16	2018-07-03
	AMETEK INC	P	2011-02-10	2018-11-08
	AT&T	P	2014-01-02	2018-12-19
	BHP BILLITON LTD	P	2016-09-08	2018-04-25
	CARLSBERG AS	P	2016-02-11	2018-08-24
	CISCO SYSTEMS INC	P	2016-12-16	2018-12-19
	CORCEPT THERAPEUTICS INC	P	2018-05-03	2018-11-08
	DEUTSCHE BOERSE AG	P	2017-10-13	2018-08-24
	EPAM SYSTEMS INC	P	2014-03-24	2018-11-08
	FAST RETAILING CO LTD	P	2017-11-29	2018-09-20
	HDFC BK LTD	P	2016-02-11	2018-06-29
	INTESA SANPAOLO SPA	P	2016-05-20	2018-08-24
	LINDE PLC	P	2015-02-05	2018-12-19
	MAXIMUS INC	P	2013-07-02	2018-02-20
	MONSANTO CO	P	2015-06-08	2018-04-18
	NOVOZYMES A/S	P	2016-02-11	2018-05-10
	PAYPAL HOLDINGS INC	P	2017-12-19	2018-11-08
	PHILLIPS 66	P	2016-02-11	2018-08-30
	ROYAL DUTCH SHELL PLC	P	2016-02-11	2018-08-24
	SMITH & NEPHEW	P	2016-02-11	2018-08-24
	TATA MOTORS LTD	P	2017-03-14	2018-05-29
	VERISK ANALYTICS	P	2015-02-12	2018-11-08
	XPO LOGISTICS INC	P	2017-03-31	2018-11-13
	ACADIA HEALTHCARE CO INC	P	2016-10-17	2018-11-08
	ADOBE SYSTEMS INC	P	2016-02-11	2018-04-11
	ALIGN TECHNOLOGY INC	P	2016-03-16	2018-07-05
	AMETEK INC	P	2011-02-10	2018-11-13
	AUTOMATIC DTA PROCESING INC	P	2016-02-08	2018-11-13
	BHP BILLITON LTD	P	2016-09-08	2018-08-24
	CARNIVAL CORP	P	2018-04-23	2018-12-19
	CISCO SYSTEMS INC	P	2016-12-16	2018-05-15
	CORCEPT THERAPEUTICS INC	P	2018-05-03	2018-11-13
	DEUTSCHE BOERSE AG	P	2017-10-13	2018-12-03
	EPAM SYSTEMS INC	P	2014-03-24	2018-11-13
	FERRARI NV	P	2017-07-31	2018-08-02
	HERMES INTL SA	P	2016-05-26	2018-07-06
	JOHNSON & JOHNSON	P	2015-08-03	2018-07-24
	LKQ CORPORATION	P	2013-12-20	2018-11-08
	MAXLINEAR INC	P	2018-01-26	2018-07-12
	MONSANTO CO	P	2017-04-05	2018-05-31
	NVIDIA CORP	P	2018-08-27	2018-12-19
	PAYPAL HOLDINGS INC	P	2017-12-19	2018-11-13
	PRAXAIR INC	P	2015-01-27	2018-01-18
	ROYAL KPN	P	2016-10-04	2018-04-04
	SONY CORPORATION	P	2018-05-11	2018-08-30
	TEXAS INSTRUMENTS INCORPORATED	P		2018-12-19
	VERISK ANALYTICS	P	2015-02-12	2018-11-13
	YANDEX	P	2016-02-11	2018-04-20
	ACADIA HEALTHCARE CO INC	P	2016-10-17	2018-11-13
	ADOBE SYSTEMS INC	P	2016-02-11	2018-05-23
	ALIGN TECHNOLOGY INC	P	2016-03-16	2018-01-08
	ANSYS INC	P	2006-09-27	2018-11-08
	AUTOMATIC DTA PROCESING INC	P	2016-02-08	2018-12-19
	BIOGEN INC	P	2015-07-27	2018-02-20
	CARREFOUR SA	P	2017-08-08	2018-07-13
	CISCO SYSTEMS INC	P	2016-12-16	2018-07-24
	CORE LABORATORIES NV	P	2016-02-11	2018-06-29
	DEUTSCHE POST AG	P	2018-04-04	2018-08-24
	EQT CORPORATION	P	2016-10-03	2018-09-17
	FIDELITY NATIONAL INFORMATION	P	2017-09-28	2018-11-13
	HOME DEPOT INC	P	2016-02-11	2018-01-23
	JOHNSON & JOHNSON	P	2015-08-03	2018-12-11
	LKQ CORPORATION	P	2013-12-20	2018-11-13
	MEDTRONIC PLC	P	2015-01-27	2018-07-11
	NESTLE SA	P	2016-02-08	2018-11-13
	NVIDIA CORP	P	2018-08-27	2018-11-13
	PAYPAYL HOLDINGS INC	P	2016-02-11	2018-08-30
	PRAXAIR INC	P	2018-05-15	2018-10-31
	SAGE THERAPEUTICS INC	P	2016-11-14	2018-11-08
	STARBUCKS CORP	P	2016-02-08	2018-11-13
	TORAY INDUSTRIES INC	P	2017-11-02	2018-08-24
	VF CORPORATION	P	2011-08-24	2018-11-08
	YUM BRANDS INC.	P	2017-09-12	2018-11-08
	ACCENTURE PLC IRELAND	P	2014-01-02	2018-07-25
	ADOBE SYSTEMS INC	P	2016-02-11	2018-08-30
	ALIGN TECHNOLOGY INC	P	2016-03-16	2018-11-13
	ANSYS INC	P	2006-09-27	2018-11-13
	AXA	P	2016-10-13	2018-08-24
	BLACKROCK INC	P	2014-01-02	2018-01-31
	CARREFOUR SA	P	2016-11-07	2018-07-13
	CK HUTCHINSON HOLDINGS LTD	P	2016-03-21	2018-08-24
	COSTCO WHOLESALE CORP	P	2016-10-11	2018-11-13
	DNB ASA	P	2016-10-31	2018-08-24
	EQT CORPORATION	P	2016-10-03	2018-09-18
	FIDELITY NATIONAL INFORMATION	P	2014-01-02	2018-12-19
	HOME DEPOT INC	P	2016-02-11	2018-08-13
	JOHNSON & JOHNSON	P	2015-08-03	2018-12-19
	LLOYDS BANKING GROUP	P	2017-10-05	2018-08-24
	MEDTRONIC PLC	P	2015-01-27	2018-12-19
	NESTLE SA	P	2016-02-08	2018-12-19
	O REILLY AUTOMOTIVE INC	P	2016-02-08	2018-11-13
	PEPSICO INC	P	2006-07-13	2018-02-02
	PRAXAIR INC	P	2017-06-30	2018-03-10
	SAGE THERAPEUTICS INC	P	2017-09-12	2018-11-13
	STARBUCKS CORP	P	2016-02-08	2018-11-15
	TOTAL SA	P	2016-02-11	2018-08-24
	VF CORPORATION	P	2011-08-24	2018-11-13
	YUM BRANDS INC.	P	2017-09-12	2018-11-13
	ACCENTURE PLC IRELAND	P	2014-01-02	2018-12-19
	AERCAP HOLDINGS NV	P	2016-02-11	2018-08-24
	ALIGN TECHNOLOGY INC	P	2016-12-12	2018-11-13
	ANSYS INC	P	2017-06-30	2018-04-11
	BAE SYSTEMS PLC	P	2017-09-26	2018-08-24
	BLACKROCK INC	P	2014-01-02	2018-05-15
	CELGENE CORP	P	2016-12-27	2018-01-23
	CK HUTCHINSON HOLDINGS LTD	P	2016-03-21	2018-11-16
	CSL LTD	P	2016-02-11	2018-04-18
	DOLLAR GENERAL CORPORATION	P	2016-07-28	2018-11-13
	ESSILOR INTERNATIONAL	P	2017-02-01	2018-08-24
	FIRST REPUBLIC BANK SAN	P	2016-02-11	2018-03-31
	HONEYWELL INTL INC	P	2014-01-02	2018-05-15
	JPMORGAN CHASE & CO	P	2014-01-02	2018-10-18
	LLOYDS BANKING GROUP	P	2017-10-05	2018-12-31
	MEDTRONIC PLC	P	2016-02-11	2018-08-30
	NESTLE SA-SPONSORED ADR	P	2016-02-11	2018-06-29
	O REILLY AUTOMOTIVE INC	P	2016-02-08	2018-12-19
	PEPSICO INC	P	2012-03-01	2018-04-23
	PRICELINE GROUP INC	P	2010-04-27	2018-01-05
	SALESFORCE.COM INC	P	2017-07-19	2018-11-08
	STARBUCKS CORP	P	2016-02-08	2018-12-19
	TRANSDIGM GROUP INCORPORATED	P	2012-03-28	2018-11-13
	VISA INC	P	2008-07-30	2018-11-08
	ZOETIS INC	P	2017-11-21	2018-11-13
	ACCENTURE PLC IRELAND	P	2016-04-14	2018-06-29
	AERCAP HOLDINGS NV	P	2016-02-11	2018-12-03
	ALLERGAN PLC	P	2017-11-02	2018-07-24
	APPLE INC	P	2010-08-09	2018-11-13
	BAIDU INC	P	2017-05-02	2018-03-26
	BLACKROCK INC	P	2014-01-02	2018-12-19
	CHEVRON CORPORATION	P	2014-01-02	2018-07-24
	CME GROUP	P	2018-07-11	2018-12-19
	CSL LTD	P	2016-02-11	2018-12-27
	DOLLAR GENERAL CORPORATION	P	2016-10-17	2018-12-19
	ESSILOR INTERNATIONAL SA	P	2016-05-25	2018-06-29
	FORTINET INC	P	2015-04-09	2018-11-08
	HSBC HOLDINGS PLC	P	2016-02-11	2018-08-24
	JPMORGAN CHASE & CO	P	2014-01-02
	LOCKHEED MARTIN CORP	P	2016-05-06	2018-07-24
	MICROSOFT CORP	P	2016-01-12	2018-11-08
	NETFLIX COM INC	P	2017-12-19	2018-11-08
	ORACLE CORPORATION	P	2016-02-08	2018-08-27
	PEPSICO INC	P	2015-01-27	2018-07-24
	PRICELINE GROUP INC	P	2016-02-08	2018-02-06
	SALESFORCE.COM INC	P	2017-07-19	2018-11-13
	STRYKER CORP	P	2017-06-30	2018-11-08
	ULTA SALON COSMETICS	P	2013-08-02	2018-11-13
	VISA INC	P	2008-07-30	2018-11-13
	ZOETIS INC	P	2017-11-21	2018-12-19
	ACCENTURE PLC IRELAND	P	2016-04-14	2018-12-27
	AES CORP	P	2016-02-11	2018-09-25
	ALLERGAN PLC	P	2017-11-02	2018-12-19
	APPLE INC	P	2014-01-02	2018-05-18
	BAIDU INC	P	2017-05-02	2018-08-07
	BOOKING HOLDINGS INC	P	2016-02-08	2018-11-13
	CHEVRON CORPORATION	P	2014-01-02	2018-11-02
	COCA COLA COMPANY	P	2018-02-02	2018-11-08
	CTRIP.COM	P	2018-06-29	2018-08-24
	DOW CHEMICAL COMPANY	P	2016-02-11
	EXPERIAN PLC	P	2016-02-11	2018-06-29
	FORTINET INC	P	2015-04-09	2018-01-13
	ILLINOIS TOOL WORKS INC	P	2011-02-10	2018-11-08
	JPMORGAN CHASE & CO	P	2014-01-02	2018-12-19
	LOCKHEED MARTIN CORP	P	2016-05-06	2018-12-19
	MICROSOFT CORP	P	2016-01-12	2018-11-13
	NETFLIX COM INC	P	2017-12-19	2018-11-13
	ORACLE CORPORATION	P	2016-02-08	2018-11-13
	PEPSICO INC	P	2015-01-27	2018-12-19
	REALTY INCOME CORP	P	2018-10-03	2018-12-19
	SAP SE	P	2018-01-31	2018-08-24
	STRYKER CORP	P	2017-06-30	2018-11-13
	UNILEVER PLC	P	2018-02-02	2018-11-08
	VISA INC	P	2016-02-08	2018-11-13
	ATLAS COPCO	P	2017-07-18	2018-07-05
	ACCENTURE PLC IRELAND	P	2016-02-08	2018-11-13
	AETNA INC	P	2017-10-20	2018-01-25
	ALPHABET INC - CLASS A	P	2006-07-13	2018-11-13
	APPLE INC	P	2014-01-02	2018-07-24
	BAIDU INC	P	2017-05-02	2018-08-07
	BOOKING HOLDINGS INC	P	2016-02-08	2018-12-19
	CHEVRON CORPORATION	P	2014-01-02	2018-12-19
	COCA COLA COMPANY	P	2018-02-02	2018-11-13
	CTRIP.COM	P	2018-06-29	2018-11-27
	DSV AS	P	2016-08-18	2018-06-29
	FACEBOOK INC	P	2015-07-17	2018-04-25
	FORTIVE CORPORATION	P	2006-07-13	2018-11-08
	ILLINOIS TOOL WORKS INC	P	2011-02-10	2018-11-13
	JULIUS BAER GROUP LTD	P	2016-02-11	2018-08-24
	LOOMIS SAYLES STRATEGIC INCOME	P	2013-12-31	2018-11-07
	MICROSOFT CORP	P	2017-07-17	2018-11-13
	NEVRO CORP	P	2017-11-14	2018-07-25
	ORACLE CORPORATION	P	2016-02-08	2018-12-19
	PFIZER INC	P	2009-10-19	2018-07-24
	RECKITT BENCKISER	P	2016-04-29	2018-04-05
	SCHLUMBERGER LTD	P	2016-04-20	2018-12-19
	SUMITOMO MITSUI	P	2017-06-06	2018-08-20
	UNILEVER PLC	P	2018-02-02	2018-11-13
	VISA INC	P	2016-02-08	2018-12-19
	ATLAS COPCO	P	2017-06-22	2018-07-05
	ACCENTURE PLC IRELAND	P	2016-02-08	2018-12-19
	AIA GROUP LTD	P	2017-01-25	2018-06-29
	ALPHABET INC - CLASS C	P	2016-07-13	2018-11-13
	APPLE INC	P	2014-01-02	2018-09-11
	BANCO BILBAO VIZCAYA	P	2016-02-11	2018-02-21
	BRITISH AMERICAN TOBACCO	P	2017-10-03	2018-06-26
	CHR HANSEN HLDG	P	2016-02-11	2018-06-29
	COGNIZANT TECHNOLOGY SOLUTIONS	P	2010-01-08	2018-11-08
	CVS HEALTH CORPORATION	P	2014-01-02	2018-12-19
	E ON SE	P	2016-02-11	2018-08-24
	FACEBOOK INC	P	2015-07-17	2018-11-13
	FORTIVE CORPORATION	P	2006-07-13	2018-11-13
	INCYTE CORPORATION	P	2015-09-11	2018-11-08
	KLA-TENOR CORP	P	2017-12-19	2018-11-08
	LORD ABBETT	P	2016-01-26	2018-11-07
	MICROSOFT CORP	P	2017-09-06	2018-12-19
	NEVRO CORP	P	2016-11-07	2018-07-25
	ORANGE SPONSORED ADR	P	2016-04-14	2018-08-24
	PFIZER INC	P	2009-10-29	2018-12-19
	REGENERON PHARMACEUTICALS INC	P	2016-02-08	2018-11-13
	SCHLUMBERGER LTD	P	2016-05-18	2018-06-26
	SUMITOMO MITSUI	P	2017-06-06	2018-08-24
	UNION PACIFIC CORP	P	2014-01-02	2018-07-11
	WALT DISNEY CO	P	2015-11-20	2018-11-02

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	351	430	-79
b	5	5
c	257	199	58
d	2,102	1,379	723
e	7,092	3,482	3,610
	350	483	-133
	240	253	-13
	404	306	98
	1,252	414	838
	5,061	4,882	179
	2,043	944	1,099
	3,711	2,586	1,125
	185	131	54
	447	891	-444
	656	784	-128
	6,429	3,510	2,919
	485	186	299
	337	170	167
	335	252	83
	334	400	-66
	3,255	3,399	-144
	326	371	-45
	6,303	4,687	1,616
	4,934	3,021	1,913
	4,267	4,485	-218
	1,153	1,398	-245

	1,654	1,266	388
	3,120	2,069	1,051
	2,180	1,396	784
	29,180	15,384	13,796
	896	1,010	-114
	3,206	2,553	653
	3,967	4,303	-336
	222	277	-55
	3,602	3,397	205
	14,719	8,155	6,564
	4,509	2,428	2,081
	364	266	98
	7,479	4,435	3,044
	6,371	5,386	985
	10,790	3,864	6,926
	6,819	3,312	3,507
	476	495	-19
	3,393	4,695	-1,302
	367	373	-6
	3,369	6,825	-3,456
	324	195	129
	551	235	316
	3,220	436	2,784
	4,906	2,232	2,674
	433	309	124
	1,586	736	850
	6,247	4,023	2,224
	454	349	105
	7,892	10,573	-2,681
	927	987	-60
	4,044	3,288	756
	5,621	4,910	711
	312	71	241
	110	81	29
	5,617	4,621	996
	3,274	1,958	1,316
	4,080	2,924	1,156
	229	241	-12
	600	293	307
	1,181	1,158	23
	8,351	13,705	-5,354
	349	190	159
	1,313	1,665	-352
	1,149	1,119	30
	530	436	94
	3,363	3,930	-567
	3,768	1,648	2,120
	5,140	3,419	1,721
	13,823	8,596	5,227
	9,829	2,908	6,921
	249	115	134
	7,191	4,693	2,498
	3,438	2,222	1,216
	497	347	150
	5,177	5,663	-486
	253	220	33
	1,661	1,649	12
	1,508	354	1,154
	1,794	1,294	500
	7,385	10,996	-3,611
	4,962	2,898	2,064
	317	103	214
	827	804	23
	5,217	3,340	1,877
	5,206	5,279	-73
	5,510	3,959	1,551
	4,807	3,561	1,246
	592	385	207
	2,603	476	2,127
	700	604	96
	292	175	117
	7,264	2,176	5,088
	823	675	148
	5,151	3,198	1,953
	14,364	4,101	10,263
	254	325	-71
	6,529	1,222	5,307
	9,656	6,247	3,409
	5,115	3,645	1,470
	545	358	187
	249	220	29
	5,049	5,684	-635
	2,142	1,112	1,030
	395	430	-35
	687	603	84
	229	131	98
	2,124	742	1,382
	687	478	209
	2,586	1,045	1,541
	631	675	-44
	3,783	2,766	1,017
	2,421	2,524	-103
	10,396	6,540	3,856
	1,262	580	682
	346	336	10
	253	153	100
	760	225	535
	18,080	16,358	1,722
	412	146	266
	6,221	1,939	4,282
	1,072	1,462	-390
	4,736	6,019	-1,283
	346	387	-41
	4,224	3,298	926
	345	239	106
	5,780	1,224	4,556
	303	248	55
	1,543	1,316	227
	693	744	-51
	465	377	88
	1,641	1,046	595
	11,608	11,919	-311
	447	359	88
	2,817	1,205	1,612
	3,900	3,968	-68
	4,969	3,905	1,064
	7,271	5,409	1,862
	5,037	4,512	525
	313	142	171
	252	250	2
	1,011	1,428	-417
	260	75	185
	2,422	3,435	-1,013
	1,676	728	948
	5,644	1,864	3,780
	4,073	856	3,217
	150	59	91
	3,791	4,465	-674
	3,596	2,311	1,285
	270	195	75
	5,897	3,993	1,904
	94	117	-23
	190	157	33
	523	127	396
	7,267	5,424	1,843
	316	164	152
	278	293	-15
	7,645	8,009	-364
	9,466	5,099	4,367
	7,385	6,618	767
	9,391	7,693	1,698
	88	75	13
	2,520	1,539	981
	328	212	116
	322	277	45
	3,349	5,699	-2,350
	122	67	55
	1,097	668	429
	168	175	-7
	5,166	1,713	3,453
	3,370	713	2,657
	1,817	739	1,078
	6,042	3,329	2,713
	428	272	156
	2,912	3,498	-586
	508	366	142
	381	503	-122
	649	562	87
	2,949	728	2,221
	8,448	6,989	1,459
	9,212	5,417	3,795
	646	501	145
	172	193	-21
	3,503	5,581	-2,078
	7,644	6,824	820
	1,252	2,498	-1,246
	1,089	971	118
	5,355	4,067	1,288
	5,239	6,451	-1,212
	3,185	2,693	492
	5,371	5,728	-357
	1,217	674	543
	10,079	3,718	6,361
	183	219	-36
	1,197	372	825
	5,062	1,070	3,992
	1,011	138	873
	6,407	3,883	2,524
	5,553	5,369	184
	788	1,286	-498
	4,508	3,170	1,338
	501	371	130
	330	387	-57
	9,084	14,189	-5,105
	942	839	103
	6,765	3,744	3,021
	2,342	1,603	739
	842	997	-155
	3,494	3,027	467
	2,940	2,575	365
	3,991	5,551	-1,560
	2,507	893	1,614
	3,759	3,631	128
	533	217	316
	6,086	4,746	1,340
	189	266	-77
	86	28	58
	181	154	27
	330	163	167
	2,410	670	1,740
	2,648	1,070	1,578
	2,071	299	1,772
	228	199	29
	2,813	1,565	1,248
	3,097	5,550	-2,453
	314	362	-48
	2,574	1,651	923
	391	278	113
	1,229	1,912	-683
	6,589	3,459	3,130
	5,124	2,949	2,175
	3,577	2,805	772
	250	289	-39
	4,485	3,708	777
	3,668	3,310	358
	5,700	3,654	2,046
	3,571	1,865	1,706
	15,692	11,897	3,795
	783	439	344
	11,870	9,282	2,588
	384	244	140
	1,752	588	1,164
	1,246	1,077	169
	5,909	3,176	2,733
	624	294	330
	1,616	785	831
	2,055	1,581	474
	192	207	-15
	534	313	221
	20,322	19,582	740
	4,569	5,635	-1,066
	3,928	2,300	1,628
	4,624	3,795	829
	289	234	55
	12,627	7,402	5,225
	443	271	172
	5,991	3,081	2,910
	2,144	3,045	-901
	3,010	2,238	772
	384	365	19
	5,798	3,883	1,915
	6,243	3,792	2,451
	12,667	1,770	10,897
	141	90	51
	5,006	4,114	892
	1,716	223	1,493
	145	19	126
	5,460	4,173	1,287
	328	230	98
	1,118	561	557
	524	535	-11
	7,339	1,041	6,298
	1,388	1,070	318
	3,361	2,816	545
	618	621	-3
	5,202	4,621	581
	256	146	110
	4,852	3,925	927
	423	393	30
	234	104	130
	178	123	55
	685	349	336
	319	239	80
	223	106	117
	322	187	135
	7,477	5,212	2,265
	344	289	55
	9,231	4,880	4,351
	1,715	1,171	544
	341	279	62
	3,123	1,014	2,109
	3,626	507	3,119
	5,013	4,317	696
	272	230	42
	11,781	7,669	4,112
	2,599	3,386	-787
	558	237	321
	2,942	2,318	624
	1,915	976	939
	340	373	-33
	98	94	4
	315	380	-65
	18,252	12,196	6,056
	321	204	117
	1,247	590	657
	268	111	157
	6,531	3,895	2,636
	4,389	3,820	569
	6,537	3,218	3,319
	1,172	748	424
	3,268	2,278	990
	4,982	4,331	651
	5,439	4,745	694
	241	225	16
	2,012	1,674	338
	53	57	-4
	6,859	3,290	3,569
	774	733	41
	4,853	2,826	2,027
	7,900	6,533	1,367
	3,144	614	2,530
	578	237	341
	447	357	90
	1,739	976	763
	3,352	3,852	-500
	1,539	1,455	84
	3,513	5,895	-2,382
	323	200	123
	5,271	3,121	2,150
	308	59	249
	1,854	780	1,074
	304	212	92
	10,000	11,211	-1,211
	9,349	6,346	3,003
	2,648	3,397	-749
	4,096	3,038	1,058
	451	212	239
	12,015	12,404	-389
	2,678	5,658	-2,980
	3,036	2,916	120
	971	1,030	-59
	7,640	3,894	3,746
	2,438	2,265	173
	5,151	3,203	1,948
	313	223	90
	3,113	610	2,503
	2,911	1,029	1,882
	5,947	4,220	1,727
	2,099	2,621	-522
	502	324	178
	142	46	96
	4,808	4,955	-147
	143	122	21
	1,708	1,135	573
	1,502	293	1,209
	274	509	-235
	193	224	-31
	10,000	9,157	843
	8,196	5,792	2,404
	1,765	2,726	-961
	316	323	-7
	5,635	2,336	3,299
	3,088	3,399	-311
	2,087	2,371	-284
	196	188	8
	3,248	1,930	1,318
	345	359	-14

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			-79
b
c			58
d			723
e			3,610
			-133
			-13
			98
			838
			179
			1,099
			1,125
			54
			-444
			-128
			2,919
			299
			167
			83
			-66
			-144
			-45
			1,616
			1,913
			-218
			-245

			388
			1,051
			784
			13,796
			-114
			653
			-336
			-55
			205
			6,564
			2,081
			98
			3,044
			985
			6,926
			3,507
			-19
			-1,302
			-6
			-3,456
			129
			316
			2,784
			2,674
			124
			850
			2,224
			105
			-2,681
			-60
			756
			711
			241
			29
			996
			1,316
			1,156
			-12
			307
			23
			-5,354
			159
			-352
			30
			94
			-567
			2,120
			1,721
			5,227
			6,921
			134
			2,498
			1,216
			150
			-486
			33
			12
			1,154
			500
			-3,611
			2,064
			214
			23
			1,877
			-73
			1,551
			1,246
			207
			2,127
			96
			117
			5,088
			148
			1,953
			10,263
			-71
			5,307
			3,409
			1,470
			187
			29
			-635
			1,030
			-35
			84
			98
			1,382
			209
			1,541
			-44
			1,017
			-103
			3,856
			682
			10
			100
			535
			1,722
			266
			4,282
			-390
			-1,283
			-41
			926
			106
			4,556
			55
			227
			-51
			88
			595
			-311
			88
			1,612
			-68
			1,064
			1,862
			525
			171
			2
			-417
			185
			-1,013
			948
			3,780
			3,217
			91
			-674
			1,285
			75
			1,904
			-23
			33
			396
			1,843
			152
			-15
			-364
			4,367
			767
			1,698
			13
			981
			116
			45
			-2,350
			55
			429
			-7
			3,453
			2,657
			1,078
			2,713
			156
			-586
			142
			-122
			87
			2,221
			1,459
			3,795
			145
			-21
			-2,078
			820
			-1,246
			118
			1,288
			-1,212
			492
			-357
			543
			6,361
			-36
			825
			3,992
			873
			2,524
			184
			-498
			1,338
			130
			-57
			-5,105
			103
			3,021
			739
			-155
			467
			365
			-1,560
			1,614
			128
			316
			1,340
			-77
			58
			27
			167
			1,740
			1,578
			1,772
			29
			1,248
			-2,453
			-48
			923
			113
			-683
			3,130
			2,175
			772
			-39
			777
			358
			2,046
			1,706
			3,795
			344
			2,588
			140
			1,164
			169
			2,733
			330
			831
			474
			-15
			221
			740
			-1,066
			1,628
			829
			55
			5,225
			172
			2,910
			-901
			772
			19
			1,915
			2,451
			10,897
			51
			892
			1,493
			126
			1,287
			98
			557
			-11
			6,298
			318
			545
			-3
			581
			110
			927
			30
			130
			55
			336
			80
			117
			135
			2,265
			55
			4,351
			544
			62
			2,109
			3,119
			696
			42
			4,112
			-787
			321
			624
			939
			-33
			4
			-65
			6,056
			117
			657
			157
			2,636
			569
			3,319
			424
			990
			651
			694
			16
			338
			-4
			3,569
			41
			2,027
			1,367
			2,530
			341
			90
			763
			-500
			84
			-2,382
			123
			2,150
			249
			1,074
			92
			-1,211
			3,003
			-749
			1,058
			239
			-389
			-2,980
			120
			-59
			3,746
			173
			1,948
			90
			2,503
			1,882
			1,727
			-522
			178
			96
			-147
			21
			573
			1,209
			-235
			-31
			843
			2,404
			-961
			-7
			3,299
			-311
			-284
			8
			1,318
			-14

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	317,605
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 ...................		3	-9,221

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? Yes No

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	204,500	4,403,256	0.046443
2016	219,882	4,177,214	0.052638
2015	208,665	4,033,554	0.051732
2014	226,802	4,536,041	0.050000
2013	214,407	4,100,438	0.052289

Total of line 1, column (d) .....................

0.253102

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 ......

0.050620

Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......

4,587,789

Multiply line 4 by line 3......................

232,234

Enter 1% of net investment income (1% of Part I, line 27b)...........

3,625

Add lines 5 and 6........................

235,859

Enter qualifying distributions from Part XII, line 4,.............

233,000

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)

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 and enter “N/A" on line 1.
	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	7,249
	hereand 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	7,249
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	7,249
6	Credits/Payments:

a	2018 estimated tax payments and 2017 overpayment credited to 2018	6a	4,724
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	4,724
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.......		9	2,525
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2019 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions

for definition).................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2018)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

LICHTSINN & HAENSEL SC Telephone no. bullet

(414) 276-3400

Located at bullet

111 E WISCONSIN AVE STE 1800MILWAUKEEWI ZIP+4 bullet

53202

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2018)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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-)
JANET HOEHNEN	DIRECTOR/SEC 1.00	4,000
930 WESTON HILLS DRIVE BROKFIELD,WI53045	DIRECTOR/SEC 1.00	4,000
RONALD JODAT	DIRECTOR/PRE 1.00	2,000
111 E WISCONSIN AVE STE 1800 MILWAUKEE,WI53202	DIRECTOR/PRE 1.00	2,000
FRANK W BASTIAN	DIRECTOR / T 000.00	0
111 E WISCONSIN AVE STE 1800 MILWAUKEE,WI53202	DIRECTOR / T 000.00	0

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...................

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)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

4,535,885

Average of monthly cash balances.......................

121,769

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

4,657,654

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,657,654

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

69,865

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

4,587,789

Minimum investment return. Enter 5% of line 5..................

229,389

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.)

Minimum investment return from Part X, line 6....................

229,389

Tax on investment income for 2018 from Part VI, line 5......

7,249

Income tax for 2018. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

7,249

Distributable amount before adjustments. Subtract line 2c from line 1............

222,140

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

222,140

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

222,140

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

233,000

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

233,000

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

233,000

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)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2018
1 Distributable amount for 2018 from Part XI, line 7			222,140
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......	17,733
b From 2014......	11,892
c From 2015......
d From 2016......	12,551
e From 2017......
fTotal of lines 3a through e........		42,176
4Qualifying distributions for 2018 from Part
XII, line 4: $ 233,000
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.....			222,140
e Remaining amount distributed out of corpus		10,860
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		53,036
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) ...		17,733
9Excess distributions carryover to 2019. Subtract lines 7 and 8 from line 6a ......		35,303
10 Analysis of line 9:
a Excess from 2014....	11,892
b Excess from 2015....
c Excess from 2016....	12,551
d Excess from 2017....
e Excess from 2018....	10,860

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

ALVIN A MARION BIRNSCHEIN FOUNDATIO
111 E WISCONSIN AVE STE 1800
MILWAUKEE,WI53202
(414) 276-3400
MAIL@LHLAWFIRM.COM

bThe form in which applications should be submitted and information and materials they should include:

(CONTACT FOUNDATION)

cAny submission deadlines:

(CONTACT FOUNDATION)

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

(CONTACT FOUNDATION)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ACACIA THEATRE COMPANY 3195 S SUPERIOR MILWAUKEE,WI53207		PUBLIC	GENERAL	5,000
INDEPENDENCEFIRST 540 S 1ST ST MILWAUKEE,WI53204		PUBLIC	GENERAL	30,000
AUDIO & BRAILLE LITERACY ENHANCEMEN 803 W WELLS MILWAUKEE,WI53233		PUBLIC	GENERAL	5,000
MARQUETTE UNIVERSITY PO BOX 1881 MILWAUKEE,WI53201		PUBLIC	GENERAL	23,000
BETTY BRINN CHILDREN'S MUSEUM 929 E WISCONSIN MILWAUKEE,WI53202		PUBLIC	GENERAL	20,000
KATHY'S HOUSE 600 N 103RD ST MILWAUKEE,WI53226		PUBLIC	GENERAL	10,000
SOJOURNER FOUNDATIN P O BOX 080319 MILWAUKEE,WI53208		PUBLIC	GENERAL	10,000
HUNGER TASK FORCE 201 S HAWLEY CT MILWAUKEE,WI53214		PUBLIC	GENERAL	10,000
UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVE MADISON,WI53726		PUBLIC	GENERAL	20,000
PREVENT BLINDNESS WISCONSIN 759 N MILWAUKEE ST 305 MILWAUKEE,WI53202		PUBLIC	GENERAL	5,000
MEDICAL COLLEGE OF WISCONSIN 8701 WATERTOWN PLANK RD MILWAUKEE,WI53226		PUBLIC	GENERAL	15,000
SCHLITZ AUDOBON NATURE 1111 E BROWN DEER RD BAYSIDE,WI53217		PUBLIC	GENERAL	10,000
ZOOLOGICAL SOCIETY OF MILWAUKEE 10005 W BLUEMOUND RD MILWAUKEE,WI53226		PUBLIC	GENERAL	15,000
UW MADISON SCHOOL OF VETERINARY SCI 2015 LINDEN DRIVE MADISON,WI53706		PUBLIC	GENERAL	35,000
PLANNED PARENTHOOD 2207 W WISCONSIN AVE MILWAUKEE,WI53233		PUBLIC	GENERAL	20,000
Total ................................. 3a				233,000

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	114,698
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 ............					317,605
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER INCOME 315-75381			14	15
bOTHER INCOME 317-62889			14	3,212
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				117,925	317,605

13Total. Add line 12, columns (b), (d), and (e)..................

435,530

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2018)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Stock	End of Year Book Value	End of Year Fair Market Value
315-75387	1,301,335	1,265,456
306-07804	248,433	239,992
306-07802	315,913	557,649
315-75381	432,878	512,973
306-07800	568,578	650,609
317-62889	269,667	314,468
317-63095	271,633	356,197
320-96883	280,446	289,285

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXPENSES
MISC EXPENSE	331	331

Category	Amount	Net Investment Income
FINANCIAL MGMT 315-75387	12,506	12,506
FINANCIAL MGMT 306-07804	4,109	4,109
FINANCIAL MGMT 306-07802	9,022	9,022
FINANCIAL MGMT 315-75381	9,142	9,142
FINANCIAL MGMT 306-07800	9,492	9,492
FINANCIAL MGMT 317-62889	4,654	4,654
FINANCIAL MGMT 317-63095	6,739	6,739
FINANCIAL MGMT 320-96883	128	128

Category	Amount	Net Investment Income
FORM 990 PF 2015
FOREIGN TAX 306-07804	1,238	1,238
FOREIGN TAX 306-07802	7	7
FOREIGN TAX 306-07800	380	380
FOREIGN TAX 317-62889	822	822
FOREIGN TAX 317-63095	84	84
FORM 990 PF 2017	4,701	4,701

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INCOME 315-75381	15	15	15
OTHER INCOME 317-62889	3,212	3,212	3,212