Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 11-01-2017 , and ending 10-31-2018
Name of foundation
AWH FOUNDATION
co ROBERT W GILLETT
Number and street (or P.O. box number if mail is not delivered to street address)7569 N MYSTIC CANYON DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TUCSON, AZ85718
A Employer identification number

36-6050191
B Telephone number (see instructions)

(847) 498-3309
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$4,737,861J 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... 17,735 17,735 17,735
5a Gross rents............ 20,930 20,930 20,930
b Net rental income or (loss) -29,748
6a Net gain or (loss) from sale of assets not on line 10 1,073,530
b Gross sales price for all assets on line 6a 26,809,479
7 Capital gain net income (from Part IV, line 2)... 1,073,530
8 Net short-term capital gain......... 287,978
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).......   -742,113  
12 Total. Add lines 1 through 11........ 1,112,195 370,082 326,643
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,500     6,500
14 Other employee salaries and wages...... 40,200     40,200
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,400 9,400   5,000
c Other professional fees (attach schedule)....        
17 Interest............... 92,715 74,172   18,543
18 Taxes (attach schedule) (see instructions)... Click to see attachment 127,219 120,492   6,727
19 Depreciation (attach schedule) and depletion... Click to see attachment 31,555 30,777  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 20,931 20,931    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 333,520 255,772   76,970
25 Contributions, gifts, grants paid....... 455,553 455,553
26 Total expenses and disbursements. Add lines 24 and 25 789,073 255,772   532,523
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 323,122
b Net investment income (if negative, enter -0-) 114,310
c Adjusted net income (if negative, enter -0-)... 326,643
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 5,640 16,130 16,130
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
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)....... 3,741,279 3,612,250 4,721,731
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 bullet575,585
Less: accumulated depreciation (attach schedule) bullet39,926 496,648 Click to see attachment535,659  
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,243,567 4,164,039 4,737,861
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) Click to see attachment2,913,839 Click to see attachment2,528,266
23 Total liabilities (add lines 17 through 22)......... 2,913,839 2,528,266
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,329,728 1,635,773
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,329,728 1,635,773
30 Total liabilities and net assets/fund balances (see instructions). 4,243,567 4,164,039
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,329,728
2
Enter amount from Part I, line 27a .....................
2
323,122
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,652,850
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
17,077
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,635,773
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 3000 SHS ADVANCED ENERGY INDUSTRIES INC P 2015-07-01 2017-11-02
b 4000 SHS STERLING CONSTRUCTION CO INC P 2017-11-01 2017-11-06
c 1000 SHS ZEBRA TECHNOLOGIES CORP P 2017-10-31 2017-11-06
d 2000 SHS CHEMOURS CO P 2017-06-30 2017-11-07
e 5000 SHS CORCEPT THERAPEUTICS INC P 2017-08-31 2017-11-07
5000 SHS NMI HLDGS INC P 2017-11-02 2017-11-07
3500 SHS TABULA RASA HEALTHCARE INC P 2017-09-08 2017-11-07
500 SHS SVB FINAINCIAL GROUP P 2017-10-27 2017-11-08
2000 SHS TRINET GROUP INC P 2017-11-03 2017-11-08
4000 SHS FORMFACTOR INC P 2017-11-03 2017-11-10
400 SHS LENDINGTREE INC P 2017-10-27 2017-11-10
750 SHS MKS INSTRUMENTS INC P 2017-10-24 2017-11-13
3500 SHS ELECTRO SCIENTIFIC INDS INC P 2017-11-03 2017-11-14
1500 SHS EXACT SCIENCES CORP P 2017-10-31 2017-11-14
3000 SHS UNIT CORP P 2017-11-10 2017-11-15
4000 SHS PROPETRO HLDG CORP P 2017-11-10 2017-11-16
1500 SHS NOVANTA INC P 2017-11-02 2017-11-20
3000 SHS STMICROELECTRONICS NY P 2017-10-26 2017-11-20
1500 SHS CUTERA INC P 2017-11-16 2017-11-21
1200 SHS GREEN DOT CORP P 2017-11-08 2017-11-27
1000 SHS HUAZHU GROUP LTD P 2017-08-16 2017-11-29
1500 SHS DAQO NEW ENERGY CORP P 2017-11-22 2017-11-29
4000 SHS FANHUA INC P 2017-11-16 2017-11-29
3000 SHS MARVELL TECHNOLOGY GROUP LTD P 2017-11-22 2017-11-29
1000 SHS SITEONE LANDSCAPE SUPPLY INC P 2017-11-10 2017-11-29
2500 SHS SQUARE INC P 2017-09-28 2017-11-29
500 SHS ABIOMED INC P 2017-10-26 2017-11-30
1000 SHS CHILDRENS PL INC P 2017-11-27 2017-11-30
2500 SHS MIMECAST LIMITED P 2017-11-27 2017-11-30
3000 SHS NRG ENERGY INC P 2017-11-03 2017-11-30
1000 SHS SPLUNK INC P 2017-11-17 2017-11-30
5000 SHS EXTREME NETWORKS INC P 2017-11-28 2017-12-01
1000 SHS MICROCHIP TECHNOLOGY INC P 2017-03-23 2017-12-01
2000 SHS SQUARE INC P 2017-11-28 2017-12-01
1500 SHS TENCENT HOLDINGS LTD P 2017-11-28 2017-12-01
3000 SHS UPLAND SOFTWARE INC P 2017-11-28 2017-12-04
1750 SHS REALPAGE INC P 2017-11-29 2017-12-05
500 SHS ULTA BEAUTY INC P 2017-11-29 2017-12-05
2500 SHS AXCELIS TECHNOLOGIES INC P 2017-10-02 2017-12-06
3500 SHS COGNEX CORP P 2016-11-07 2017-12-06
500 SHS COGNEX CORP P 2016-12-08 2017-12-06
500 SHS COHERENT INC P 2017-11-08 2017-12-06
6000 SHS EXTREME NETWORKS INC P 2017-12-04 2017-12-06
2500 SHS AT HOME GROUP INC P 2017-12-04 2017-12-07
1000 SHS PNC FINANCIAL SVCS GROPU P 2017-12-04 2017-12-07
2000 SHS CSX CORP P 2017-12-04 2017-12-08
1000 SHS UNION PACIFIC CORP P 2017-12-04 2017-12-08
1000 SHS SINA CORP P 2017-12-05 2017-12-11
2500 SHS AT HOME GROUP INC P 2017-12-06 2017-12-12
2500 SHS CAI INTERNATIONAL INC P 2017-12-07 2017-12-12
600 SHS COPA HOLDINGS P 2017-11-29 2017-12-12
1000 SHS LOGMEIN INC P 2017-11-22 2017-12-12
2000 SHS SQUARE INC P 2017-12-04 2017-12-12
3000 SHS FANHUA INC P 2017-12-08 2017-12-14
4000 SHS STERLING CONSTRUCTION CO INC P 2017-12-07 2017-12-14
2000 SHS CHINA INTRNT NATNWIDE FINL SVCS P 2017-11-06 2017-12-15
1000 SHS MSCI INC P 2017-12-04 2017-12-15
1750 SHS CUTERA INC P 2017-12-07 2017-12-18
1200 SHS KMG CHEMICALS INC P 2017-12-13 2017-12-18
1500 SHS WINNEBAGO INDS INC P 2017-12-04 2017-12-18
3000 SHS HEALTH INS INNOVATIONS INC P 2017-12-14 2017-12-20
500 SHS MASTERCARD INCORPORATED P 2017-11-27 2017-12-20
1000 SHS PAYPAL HLDGS INC P 2017-12-06 2017-12-20
1500 SHS RUSH ENTERPRISES INC P 2017-12-15 2017-12-20
1500 SHS KRATON CORPORATION P 2017-12-18 2017-12-26
500 SHS MASTERCARD INCORPORATED P 2017-11-27 2017-12-26
1500 SHS PETMED EXPRESS INC P 2017-12-18 2017-12-26
2000 SHS BOISE CASCADE COMPANY P 2017-11-28 2017-12-29
1500 SHS VOYA FINL INC P 2017-12-21 2017-12-29
7000 SHS ADVANCED MICRO DEVICES INC P 2017-12-18 2018-01-03
1000 SHS NEXSTAR MEDIA GROUP INC P 2017-12-13 2018-01-05
3000 SHS ROKU INC P 2017-11-13 2018-01-09
1500 SHS YIRENDAI LTD P 2018-01-02 2018-01-09
1500 SHS DAQO NEW ENERGY CORP P 2017-12-18 2018-01-10
2500 SHS EXELIXIS INC P 2018-01-05 2018-01-10
3000 SHS ULTRA CELAN HLDGS INC P 2018-01-03 2018-01-10
3000 SHS ICHOR HOLDINGS P 2017-12-27 2018-01-12
1000 SHS PRA HEALTH SCIENCES INC P 2017-12-14 2018-01-16
1000 SHS HUAZHU GROUP LTD P 2017-12-08 2018-01-18
4000 SHS NCS MULTISTAGE HLDGS INC P 2018-01-10 2018-01-23
2000 SHS ROKU INC P 2018-01-23 2018-01-25
500 SHS ULTA BEAUTY INC P 2018-01-05 2018-01-25
4000 SHS INTRICON CORP P 2017-12-13 2018-01-26
1500 SHS PETMED EXPRESS INC P 2018-01-23 2018-01-26
3500 SHS SELECT ENERGY SVCS INC P 2018-01-16 2018-01-29
2000 SHS US SILICA HLDGS INC P 2018-01-16 2018-01-29
6000 SHS CALLON PETROLEUM CORP P 2017-12-21 2018-02-01
5000 SHS INNOVIVA INC P 2018-01-23 2018-02-02
500 SHS CREDIT ACCEP CORP P 2017-11-29 2018-02-05
5000 SHS LEXINFINTECH HOLDINGS LTD P 2018-02-01 2018-02-06
5000 SHS MIMEDX GROUP INC P 2018-02-01 2018-02-06
1000 SHS NEXSTAR MEDIA GROUP INC P 2018-01-16 2018-02-06
5000 SHS RISE EDUCATION CAYMAN P 2018-02-01 2018-02-06
500 SHS ABIOMED INC P 2018-02-02 2018-02-07
250 SHS BOEING CO P 2018-02-01 2018-02-07
4000 SHS CORCEPT THERAPEUTICS INC P 2017-12-21 2018-02-07
250 SHS BOEING CO P 2018-02-03 2018-02-12
750 SHS DIAMONDBACK ENERGY INC. P 2018-01-08 2018-02-12
1500 SHS BLACK KNIGHT INC P 2018-01-10 2018-02-14
1000 SHS DEERE & COMPANY P 2017-11-27 2018-02-15
5000 SHS INNOVIVA INC P 2018-02-05 2018-02-16
1000 SHS CENTENE CORP P 2017-12-18 2018-02-20
1500 SHS QORVO INC P 2018-02-01 2018-02-20
1000 SHS ARISTA NETWORKS INC P 2017-03-13 2018-02-21
1500 SHS CUTERA INC P 2018-02-15 2018-02-21
1500 SHS ALKERMES PLC P 2018-02-16 2018-02-22
1750 SHS Q2 HLDGS INC P 2018-02-16 2018-02-22
2000 SHS CONTINENTAL RES INC P 2018-02-12 2018-02-23
500 SHS SHOPIFY INC P 2018-02-20 2018-02-23
1000 SHS NEXSTAR MEDIA GROUP INC P 2018-02-10 2018-03-05
1000 SHS QORVO INC P 2018-02-06 2018-03-05
500 SHS JD COM INC P 2017-11-27 2018-03-06
2500 SHS JD COM INC P 2017-04-19 2018-03-07
1500 SHS LPL FINL HLDGS INC P 2018-02-02 2018-03-07
3000 SHS CARBONITE INC P 2018-02-16 2018-03-08
3000 SHS UPLAND SOFTWARE INC P 2018-03-05 2018-03-09
5000 SHS ESSENT GROUP LTD P 2016-08-04 2018-03-14
5000 SHS NMI HLDGS INC P 2018-01-08 2018-03-14
2000 SHS ROKU INC P 2018-03-05 2018-03-19
4000 SHS CENTURY ALUMINUM CO P 2018-03-13 2018-03-20
1000 SHS LUMENTUM HLDGS INC P 2018-03-13 2018-03-20
2250 SHS CARBONITE INC P 2018-02-26 2018-03-21
1500 SHS CHENIERE ENERGY INC P 2018-03-06 2018-03-21
1250 SHS UNIVERSAL DISPLAY CORP P 2017-02-24 2018-03-21
250 SHS UNIVERSAL DISPLAY CORP P 2018-02-12 2018-03-21
2500 SHS JABIL INC P 2018-03-16 2018-03-26
750 SHS THOR INDS INC P 2017-09-28 2018-03-26
1250 SHS PATRICK INDS INC P 2018-03-16 2018-03-27
1500 SHS SQUARE INC P 2018-03-05 2018-03-27
500 SHS ULTA BEAUTY INC P 2018-03-16 2018-03-27
2500 SHS AT HOME GROUP INC P 2018-03-23 2018-03-28
500 SHS BROADCOM LIMITED P 2016-03-04 2018-03-28
750 SHS AUTODESK INC P 2018-03-07 2018-04-02
1500 SHS SMART GLOBAL HLDGS INC P 2018-03-16 2018-04-02
1500 SHS SOLAREDGE TECHNOLOGIES INC P 2018-03-26 2018-04-02
1000 SHS SPLUNK INC P 2018-02-12 2018-04-02
1000 SHS BROADCOM LIMITED P 2016-02-22 2018-04-04
4000 SHS CYPRESS SEMICONDUCTOR CORP P 2018-03-20 2018-04-04
5000 SHS LEXINFINTECH HOLDINGS LTD P 2018-03-26 2018-04-04
1500 SHS MICRON TECHNOLOGY P 2017-03-23 2018-04-04
2500 SHS MICRON TECHNOLOGY P 2017-06-30 2018-04-04
500 SHS MICRON TECHNOLOGY P 2018-04-03 2018-04-09
1000 SHS IAC INTERACTIVECORP P 2018-03-26 2018-04-10
1250 SHS CVS HEALTH CORP P 2018-04-04 2018-04-11
2000 SHS DELEK US HLDGS INC P 2018-04-05 2018-04-11
250 SHS NORTHROP GRUMMAN CORP P 2018-04-04 2018-04-11
300 SHS LENDINGTREE INC P 2018-04-09 2018-04-12
750 SHS POLARIS INDS INC P 2018-04-09 2018-04-12
3500 SHS CENTURY ALUMINUM CO P 2018-04-07 2018-04-13
2500 SHS ECHO GLOBAL LOGISTICS INC P 2018-04-04 2018-04-13
500 SHS COSTAR GROUP INC P 2018-04-03 2018-04-17
1000 SHS INTERACTIVE BROKERS GROUP INC P 2018-04-05 2018-04-17
750 SHS SPLUNK INC P 2018-04-11 2018-04-17
1000 SHS YY INC P 2017-09-26 2018-04-17
1000 SHS INSPERITY INC P 2018-04-03 2018-04-18
750 SHS APPLE INC P 2018-02-15 2018-04-19
2000 SHS APPLIED MATERIALS INC P 2017-02-06 2018-04-23
500 SHS APPLIED MATERIALS INC P 2017-04-24 2018-04-23
500 SHS BROADCOM INC P 2018-04-10 2018-04-23
1000 SHS LAM RESEARCH CORP P 2017-04-24 2018-04-23
1750 SHS NAVISTAR INTL CORP P 2018-04-17 2018-04-23
500 SHS ASML HOLDINGS NV P 2018-04-13 2018-04-24
1500 SHS GRANITE CONSTRUCTION INC P 2018-04-17 2018-04-24
5000 SHS LEXINFINTECH HOLDINGS LTD P 2018-04-12 2018-04-24
500 SHS UNITED RENTALS INC P 2018-04-13 2018-04-24
1200 SHS LPL FINL HLDGS INC P 2018-04-20 2018-04-25
1000 SHS MELLANOX TECHNOLOGIES LTD P 2018-03-20 2018-04-25
1500 SHS MICRON TECHNOLOGY P 2018-04-03 2018-04-25
2000 SHS RSP PERMIAN INC P 2018-04-13 2018-04-25
1200 SHS TRANSUNION P 2018-04-20 2018-04-25
1500 SHS VOYA FINL INC P 2018-04-11 2018-04-25
3000 SHS WILDHORSE RESOURCE DEV CORP P 2018-04-19 2018-04-25
1500 SHS SHUTTERFLY INC P 2018-02-01 2018-04-26
1000 SHS CELGENE CORP P 2018-04-09 2018-04-27
1000 SHS CME GROUP INC P 2018-04-03 2018-05-03
1500 SHS KLX INC P 2017-12-06 2018-05-03
1200 SHS CAVIUM INC P 2017-11-03 2018-05-07
1250 SHS PAYLOCITY HOLDINGS CORPORATION P 2018-05-04 2018-05-09
1400 SHS VOYA FINL INC P 2018-05-04 2018-05-09
1000 SHS ABBVIE INC P 2018-03-23 2018-05-10
1000 SHS EPAM SYS INC P 2018-02-12 2018-05-16
50 SHS BOEING CO P 2018-04-05 2018-05-18
1000 SHS CENTENE CORP P 2018-04-03 2018-05-18
1200 SHS SOLAREDGE TECHNOLOGIES INC P 2018-05-14 2018-05-18
1500 SHS CBOE GLOBAL MARKETS INC P 2017-05-23 2018-05-22
2000 SHS BONANZA CREEK ENERGY INC P 2018-05-18 2018-05-30
1000 SHS CONCHO RES INC P 2018-04-03 2018-05-30
500 SHS UNITED RENTALS INC P 2018-04-30 2018-05-30
1250 SHS LUMENTUM HLDGS INC P 2018-05-04 2018-06-01
1000 SHS RH COM P 2017-10-11 2018-06-05
4000 SHS ZTO EXPRESS INC P 2018-06-01 2018-06-05
1000 SHS CHART INDS INC P 2018-06-08 2018-06-15
2000 SHS CARBONITE INC P 2018-06-01 2018-06-18
1250 SHS MICRON TECHNOLOGY P 2018-04-26 2018-06-18
500 SHS ZEBRA TECHNOLOGIES CORP P 2018-05-16 2018-06-18
1250 SHS AXON ENTERPRISES INC P 2018-05-18 2018-06-19
1000 SHS HEALTHEQUITY INC P 2018-06-14 2018-06-22
1000 SHS QUALYS INC P 2018-06-14 2018-06-22
3500 SHS BILIBILI INC P 2018-06-15 2018-06-25
2500 SHS SENDGRID INC P 2018-06-20 2018-06-26
1000 SHS NEW RELIC INC P 2018-06-01 2018-06-27
500 SHS RH COM P 2018-06-14 2018-06-27
2500 SHS BAOZUN INC P 2017-12-08 2018-06-29
1500 SHS 58.COM INC P 2017-08-16 2018-06-29
2500 SHS ECHO GLOBAL LOGISTICS INC P 2018-06-20 2018-07-02
1200 SHS APPFOLIO INC P 2018-06-14 2018-07-06
8000 SHS CNX MIDSTREAM PARTNERS LP P 2018-07-09 2018-07-11
2500 SHS TECHTARGET INC P 2018-07-09 2018-07-12
2500 SHS CANOPY GROWTH CORPORAITON P 2018-07-12 2018-07-17
2000 SHS BONANZA CREEK ENERGY INC P 2018-07-03 2018-07-18
1000 SHS ABBVIE INC P 2018-07-06 2018-07-23
2000 SHS HUYA INC P 2018-07-12 2018-08-01
2000 SHS MOMO INC P 2018-07-06 2018-08-01
700 SHS CATERPILLAR INC P 2018-07-30 2018-08-08
750 SHS EVERCORE INC P 2018-08-07 2018-08-13
1500 SHS HUB GROUP ONC P 2018-08-07 2018-08-13
1250 SHS PENN VA CORP P 2018-05-14 2018-08-13
500 SHS PIONEER NATURAL RESOURCES CO P 2018-02-15 2018-08-13
750 SHS CATERPILLAR INC P 2018-07-31 2018-08-14
1500 SHS CBS CORP P 2018-08-07 2018-08-15
800 SHS HUBSPOT INC P 2018-06-01 2018-08-17
1000 SHS QORVO INC P 2018-08-07 2018-08-17
1500 SHS ROKU INC P 2018-08-09 2018-08-21
500 SHS BROADCOM INC P 2018-07-23 2018-08-22
1000 SHS TWILIO INC P 2018-08-17 2018-08-23
1000 SHS CSX CORP P 2018-08-07 2018-08-28
1500 SHS CF INDS HLDGS INC P 2018-08-20 2018-08-28
1000 SHS CHART INDS INC P 2018-07-23 2018-08-28
1250 SHS FLUOR CORP P 2018-08-17 2018-08-31
1500 SHS HEALTH INS INNOVATIONS INC P 2018-08-13 2018-08-31
100 SHS ALPHABET INC P 2018-08-07 2018-09-05
6000 SHS CRONOS GROUP INC P 2018-08-29 2018-09-05
1000 SHS INGEVITY CORP P 2018-08-07 2018-09-06
1000 SHS MELLANOX TECHNOLOGIES LTD P 2018-03-27 2018-09-06
2000 SHS TOPBUILD CORP P 2017-03-03 2018-09-06
250 SHS ARISTA NETWORKS INC P 2018-08-24 2018-09-07
1200 SHS INTRICON CORP P 2018-08-07 2018-09-07
500 SHS AUTODESK INC P 2018-08-24 2018-09-10
1750 SHS PETIQ INC P 2018-09-04 2018-09-11
1000 SHS ALIBABA GROUP HLDG LTD P 2017-01-24 2018-09-12
300 SHS BOEING CO P 2018-04-05 2018-09-12
600 SHS SPLUNK INC P 2018-09-04 2018-09-12
2000 SHS WEIBO CORP P 2017-04-20 2018-09-12
250 SHS BROADCOM INC P 2018-08-13 2018-09-13
1200 SHS LPL FINL HLDGS INC P 2018-05-01 2018-09-13
500 SHS CUMMINS INC P 2018-09-10 2018-09-17
3500 SHS KORNIT DIGITAL LTD P 2018-08-29 2018-09-17
1000 SHS PERKINELMER INC P 2018-09-10 2018-09-18
1000 SHS PAYLOCITY HOLDINGS CORPORATION P 2018-09-14 2018-09-20
1500 SHS MEDPACE HLDGS INC P 2018-08-09 2018-09-21
250 SHS COSTAR GROUP INC P 2018-09-04 2018-09-26
2500 SHS ECHO GLOBAL LOGISTICS INC P 2018-09-10 2018-09-26
1000 SHS FACEBOOK INC P 2016-01-22 2018-09-26
1250 SHS INTRICON CORP P 2018-09-19 2018-09-26
3500 SHS KORNIT DIGITAL LTD P 2018-09-09 2018-09-27
1750 SHS ESSENT GROUP LTD P 2018-09-07 2018-09-28
1250 SHS HEALTH INS INNOVATIONS INC P 2018-09-08 2018-09-28
500 SHS CME GROUP INC P 2018-09-04 2018-10-02
2000 SHS FIVE9 INC P 2018-08-09 2018-10-02
4000 SHS CHAMPIONS ONCOLOGY INC P 2018-09-28 2018-10-03
4500 SHS COWEN INC P 2018-10-01 2018-10-03
3500 SHS EVO PMTS INC P 2018-09-04 2018-10-03
600 SHS PAYCOM SOFTWARE INC P 2018-09-07 2018-10-03
1250 SHS CORNERSTONE ONDEMAND INC P 2018-09-07 2018-10-04
1250 SHS HEALTH INS INNOVATIONS INC P 2018-09-10 2018-10-04
7500 SHS UBIQUITI NETWORKS INC P 2018-09-13 2018-10-04
1500 SHS INNOVATIVE INDL PPTYS INC P 2018-09-24 2018-10-09
2250 SHS IRADIMED CORP P 2018-09-24 2018-10-10
1000 SHS NEW RELIC INC P 2018-10-05 2018-10-10
3500 SHS NMI HLDGS INC P 2018-09-10 2018-10-10
1250 SHS REALPAGE INC P 2018-09-10 2018-10-10
2500 SHS CHEFS WAREHOUSE INC P 2018-09-10 2018-10-12
1200 SHS MERIT MED SYS INC P 2018-10-02 2018-10-12
500 SHS CENTENE CORP P 2018-09-07 2018-10-15
1200 SHS INCYTE CORP P 2018-09-26 2018-10-15
2000 SHS SQUARE INC P 2018-04-30 2018-10-15
1750 SHS FOCUS FINL PARTNERS INC P 2018-10-11 2018-10-16
1200 SHS APPFOLIO INC P 2018-10-12 2018-10-17
250 SHS COSTAR GROUP INC P 2018-09-22 2018-10-17
3000 SHS MATRIX SVC CO P 2018-10-02 2018-10-17
1250 SHS CHENIERE ENERGY INC P 2018-10-11 2018-10-18
1500 SHS CORNERSTONE ONDEMAND INC P 2018-09-21 2018-10-19
1000 SHS PENN VA CORP P 2018-09-25 2018-10-19
1000 SHS MELLANOX TECHNOLOGIES LTD P 2018-10-02 2018-10-22
1000 SHS SQUARE INC P 2018-10-12 2018-10-22
300 SHS SVB FINAINCIAL GROUP P 2018-09-19 2018-10-23
3000 SHS APHRIA INC P 2018-10-18 2018-10-24
1500 SHS MORGAN STANLEY P 2018-10-17 2018-10-24
1000 SHS ALEXION PHARM INC P 2018-09-24 2018-10-25
2500 SHS CANOPY GROWTH CORPORAITON P 2018-08-17 2018-10-25
2250 SHS CARBONITE INC P 2018-10-12 2018-10-25
500 SHS HCA HEALHCARE INC P 2018-10-17 2018-10-25
750 SHS LENDINGTREE INC P 2018-06-07 2018-10-25
1000 SHS INGEVITY CORP P 2018-10-12 2018-10-25
1200 SHS KEYSIGHT TECHNOLOGIES INC P 2018-10-16 2018-10-25
2250 SHS MOSAIC CO P 2018-09-28 2018-10-25
1500 SHS OMNICELL INC P 2018-08-07 2018-10-25
2500 SHS PAGSEGURO DIGITAL LTD P 2018-10-17 2018-10-25
1000 SHS UNITED CONTINENTAL HOLDINGS INC P 2018-10-18 2018-10-25
500 SHS ZEBRA TECHNOLOGIES CORP P 2018-08-07 2018-10-25
7500 SHS ADVANCED MICRO DEVICES INC P 2018-05-04 2018-10-29
(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 245,629   129,455 116,174
b 69,650   74,942 -5,292
c 112,392   117,016 -4,624
d 101,383   74,475 26,908
e 88,809   80,062 8,747
78,318   82,881 -4,563
97,870   76,628 21,242
109,119   109,552 -433
81,338   81,995 -657
69,528   70,585 -1,057
102,784   105,618 -2,834
77,418   78,150 -732
78,584   76,686 1,898
89,678   84,178 5,500
66,246   67,439 -1,193
66,566   69,081 -2,515
78,491   76,991 1,500
72,176   69,610 2,566
62,966   62,966  
75,245   76,301 -1,056
116,399   100,160 16,239
75,887   72,836 3,051
87,573   77,589 9,984
70,206   71,192 -986
71,242   66,120 5,122
113,393   70,353 43,040
98,280   87,182 11,098
132,148   128,230 3,918
75,118   75,417 -299
85,984   83,540 2,444
81,710   78,945 2,765
62,714   62,714  
86,939   73,631 13,308
81,883   81,883  
78,796   80,927 -2,131
70,685   73,118 -2,433
78,387   81,169 -2,782
104,919   111,771 -6,852
74,743   71,850 2,893
230,176   94,604 135,572
32,882   15,775 17,107
138,979   146,403 -7,424
76,537   83,885 -7,348
67,394   67,394  
143,739   144,863 -1,124
111,614   115,575 -3,961
127,602   130,920 -3,318
96,782   97,203 -421
71,941   75,883 -3,942
77,813   82,655 -4,842
81,228   80,945 283
117,013   118,640 -1,627
76,456   80,572 -4,116
69,854   72,366 -2,512
70,156   74,333 -4,177
100,709   79,122 21,587
127,527   128,022 -495
82,669   85,243 -2,574
75,034   76,595 -1,561
83,749   82,365 1,384
76,793   81,854 -5,061
76,623   76,674 -51
75,390   71,647 3,743
75,035   74,434 601
73,938   74,607 -669
75,508   76,674 -1,166
68,607   70,691 -2,084
79,073   76,055 3,018
75,615   77,536 -1,921
73,080   76,782 -3,702
75,776   72,545 3,231
142,069   119,175 22,894
65,877   68,326 -2,449
85,505   75,033 10,472
76,243   79,235 -2,992
69,210   72,321 -3,111
76,644   74,522 2,122
91,099   89,077 2,022
146,878   121,578 25,300
72,101   75,287 -3,186
85,733   90,263 -4,530
115,745   118,972 -3,227
82,085   71,886 10,199
68,946   75,759 -6,813
69,137   73,763 -4,626
72,366   75,645 -3,279
67,762   69,466 -1,704
73,853   73,853  
163,761   150,723 13,038
74,945   78,349 -3,404
81,018   84,815 -3,797
75,148   75,148  
79,921   82,473 -2,552
121,162   125,825 -4,663
83,038   83,038  
74,063   71,609 2,454
84,299   94,993 -10,694
85,875   97,812 -11,937
69,329   72,585 -3,256
160,016   147,185 12,831
83,698   91,229 -7,531
99,254   98,533 721
116,726   117,218 -492
251,622   174,360 77,262
72,011   76,291 -4,280
96,372   103,630 -7,258
78,070   79,975 -1,905
107,537   103,016 4,521
67,566   71,921 -4,355
69,650   79,150 -9,500
79,477   84,102 -4,625
21,865   19,447 2,418
106,579   83,644 22,935
96,338   95,728 610
86,166   85,882 284
80,744   79,113 1,631
214,145   127,310 86,835
88,128   94,535 -6,407
70,883   77,649 -6,766
82,269   83,168 -899
70,302   73,075 -2,773
67,678   77,567 -9,889
78,842   82,205 -3,363
132,898   102,408 30,490
26,580   36,855 -10,275
74,125   78,393 -4,268
87,946   91,034 -3,088
78,585   83,506 -4,921
78,039   74,488 3,551
102,044   110,334 -8,290
73,705   78,986 -5,281
120,535   73,491 47,044
94,357   100,160 -5,803
100,293   89,457 10,836
77,771   84,515 -6,744
96,425   88,475 7,950
232,490   132,196 100,294
66,610   72,785 -6,175
70,772   70,772  
75,918   38,549 37,369
126,529   75,052 51,477
25,187   25,479 -292
150,872   160,950 -10,078
79,453   80,624 -1,171
84,603   85,561 -958
87,522   88,262 -740
95,235   99,672 -4,437
91,317   92,897 -1,580
66,875   75,897 -9,022
69,905   73,063 -3,158
181,941   178,282 3,659
71,701   70,288 1,413
77,474   77,649 -175
92,741   84,455 8,286
72,224   69,495 2,729
133,151   127,336 5,815
103,884   70,219 33,665
25,971   19,798 6,173
120,472   119,602 870
191,181   135,740 55,441
69,645   72,117 -2,472
97,100   102,722 -5,622
82,758   84,929 -2,171
76,320   84,558 -8,238
82,282   82,282  
74,274   74,274  
75,723   75,723  
74,793   75,067 -274
98,990   92,644 6,346
78,581   79,445 -864
79,728   75,905 3,823
74,748   74,541 207
124,822   105,627 19,195
89,163   88,275 888
156,730   160,665 -3,935
107,108   87,995 19,113
83,873   80,011 3,862
72,731   74,055 -1,324
73,130   72,393 737
98,918   99,945 -1,027
125,856   108,425 17,431
17,051   16,840 211
112,989   105,410 7,579
81,061   82,192 -1,131
162,220   140,389 21,831
69,159   72,886 -3,727
138,228   138,805 -577
82,146   85,363 -3,217
75,653   74,810 843
97,019   77,520 19,499
82,814   83,719 -905
68,244   73,595 -5,351
80,894   77,145 3,749
74,275   72,318 1,957
79,164   78,162 1,002
80,160   72,182 7,978
81,648   80,145 1,503
97,075   95,573 1,502
62,660   69,306 -6,646
69,114   76,349 -7,235
98,609   103,585 -4,976
72,714   76,963 -4,249
130,399   75,415 54,984
101,036   82,389 18,647
71,613   80,045 -8,432
73,976   78,564 -4,588
158,267   158,894 -627
74,927   78,415 -3,488
73,143   75,076 -1,933
69,735   75,998 -6,263
89,204   96,395 -7,191
66,817   77,284 -10,467
80,569   92,260 -11,691
96,666   96,666  
84,255   86,628 -2,373
78,429   80,752 -2,323
97,809   76,862 20,947
92,803   87,941 4,862
101,884   111,380 -9,496
78,713   79,825 -1,112
100,104   100,112 -8
81,559   85,620 -4,061
83,489   84,859 -1,370
103,070   104,948 -1,878
77,298   77,182 116
74,411   72,745 1,666
74,284   73,229 1,055
73,922   77,806 -3,884
72,249   70,955 1,294
72,643   72,643  
124,065   125,944 -1,879
58,256   72,905 -14,649
100,496   100,376 120
80,489   79,919 570
123,932   87,839 36,093
69,868   75,899 -6,031
80,445   75,420 5,025
74,074   78,088 -4,014
68,753   72,831 -4,078
158,649   101,067 57,582
102,769   100,202 2,567
74,443   77,548 -3,105
141,993   105,163 36,830
58,669   61,918 -3,249
78,029   77,722 307
70,926   71,824 -898
67,938   67,938  
95,796   95,074 722
80,744   84,999 -4,255
88,802   86,198 2,604
104,116   104,116  
83,631   88,557 -4,926
163,982   96,378 67,604
78,645   76,093 2,552
76,317   82,300 -5,983
75,857   77,888 -2,031
67,934   68,922 -988
85,609   87,935 -2,326
87,432   87,859 -427
64,696   71,515 -6,819
76,396   77,000 -604
84,284   84,284  
91,992   94,280 -2,288
68,534   68,534  
70,387   80,881 -10,494
72,345   72,919 -574
62,262   71,726 -9,464
68,121   76,761 -8,640
86,275   86,275  
77,029   77,029  
72,918   72,918  
83,409   80,446 2,963
74,618   78,645 -4,027
70,374   70,374  
74,778   82,604 -7,826
138,543   99,327 39,216
71,271   74,826 -3,555
75,860   79,141 -3,281
95,324   103,208 -7,884
64,875   72,475 -7,600
81,319   80,881 438
76,323   81,351 -5,028
73,174   79,407 -6,233
71,684   71,684  
74,564   74,438 126
85,296   96,554 -11,258
38,416   45,527 -7,111
68,415   71,702 -3,287
120,077   127,210 -7,133
96,839   87,773 9,066
76,306   77,708 -1,402
64,754   68,126 -3,372
95,990   98,997 -3,007
86,153   85,735 418
72,402   75,604 -3,202
69,773   73,239 -3,466
93,226   95,289 -2,063
76,878   77,968 -1,090
86,168   88,643 -2,475
81,556   81,257 299
146,203   96,734 49,469
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       116,174
b       -5,292
c       -4,624
d       26,908
e       8,747
      -4,563
      21,242
      -433
      -657
      -1,057
      -2,834
      -732
      1,898
      5,500
      -1,193
      -2,515
      1,500
      2,566
       
      -1,056
      16,239
      3,051
      9,984
      -986
      5,122
      43,040
      11,098
      3,918
      -299
      2,444
      2,765
       
      13,308
       
      -2,131
      -2,433
      -2,782
      -6,852
      2,893
      135,572
      17,107
      -7,424
      -7,348
       
      -1,124
      -3,961
      -3,318
      -421
      -3,942
      -4,842
      283
      -1,627
      -4,116
      -2,512
      -4,177
      21,587
      -495
      -2,574
      -1,561
      1,384
      -5,061
      -51
      3,743
      601
      -669
      -1,166
      -2,084
      3,018
      -1,921
      -3,702
      3,231
      22,894
      -2,449
      10,472
      -2,992
      -3,111
      2,122
      2,022
      25,300
      -3,186
      -4,530
      -3,227
      10,199
      -6,813
      -4,626
      -3,279
      -1,704
       
      13,038
      -3,404
      -3,797
       
      -2,552
      -4,663
       
      2,454
      -10,694
      -11,937
      -3,256
      12,831
      -7,531
      721
      -492
      77,262
      -4,280
      -7,258
      -1,905
      4,521
      -4,355
      -9,500
      -4,625
      2,418
      22,935
      610
      284
      1,631
      86,835
      -6,407
      -6,766
      -899
      -2,773
      -9,889
      -3,363
      30,490
      -10,275
      -4,268
      -3,088
      -4,921
      3,551
      -8,290
      -5,281
      47,044
      -5,803
      10,836
      -6,744
      7,950
      100,294
      -6,175
       
      37,369
      51,477
      -292
      -10,078
      -1,171
      -958
      -740
      -4,437
      -1,580
      -9,022
      -3,158
      3,659
      1,413
      -175
      8,286
      2,729
      5,815
      33,665
      6,173
      870
      55,441
      -2,472
      -5,622
      -2,171
      -8,238
       
       
       
      -274
      6,346
      -864
      3,823
      207
      19,195
      888
      -3,935
      19,113
      3,862
      -1,324
      737
      -1,027
      17,431
      211
      7,579
      -1,131
      21,831
      -3,727
      -577
      -3,217
      843
      19,499
      -905
      -5,351
      3,749
      1,957
      1,002
      7,978
      1,503
      1,502
      -6,646
      -7,235
      -4,976
      -4,249
      54,984
      18,647
      -8,432
      -4,588
      -627
      -3,488
      -1,933
      -6,263
      -7,191
      -10,467
      -11,691
       
      -2,373
      -2,323
      20,947
      4,862
      -9,496
      -1,112
      -8
      -4,061
      -1,370
      -1,878
      116
      1,666
      1,055
      -3,884
      1,294
       
      -1,879
      -14,649
      120
      570
      36,093
      -6,031
      5,025
      -4,014
      -4,078
      57,582
      2,567
      -3,105
      36,830
      -3,249
      307
      -898
       
      722
      -4,255
      2,604
       
      -4,926
      67,604
      2,552
      -5,983
      -2,031
      -988
      -2,326
      -427
      -6,819
      -604
       
      -2,288
       
      -10,494
      -574
      -9,464
      -8,640
       
       
       
      2,963
      -4,027
       
      -7,826
      39,216
      -3,555
      -3,281
      -7,884
      -7,600
      438
      -5,028
      -6,233
       
      126
      -11,258
      -7,111
      -3,287
      -7,133
      9,066
      -1,402
      -3,372
      -3,007
      418
      -3,202
      -3,466
      -2,063
      -1,090
      -2,475
      299
      49,469
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 1,073,530
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 3 287,978
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 360,756 5,952,263 0.06061
2017 383,652 5,161,280 0.07433
2016 349,058 7,531,080 0.04635
2015 210,757 7,450,566 0.02829
2014 204,382 4,501,504 0.04540
2
Total of line 1, column (d) .....................
2
0.254980
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
0.050996
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
5,941,858
5
Multiply line 4 by line 3......................
5
303,011
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,143
7
Add lines 5 and 6........................
7
304,154
8
Enter qualifying distributions from Part XII, line 4,.............
8
532,523
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,143
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,143
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 1,143
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a  
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  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 45
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,188
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletROBERT W GILLETT Telephone no.bullet (847) 498-3309

    Located atbullet7569 N MYSTIC CANYON DRIVETUCSONAZ ZIP+4bullet85718
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    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
    ROBERT W GILLETT President
    0.00     		0    
    7569 N MYSTIC CANYON DRIVE
    TUCSON,AZ85718
    NANCY TEFFT Vice President
    0.00     		0    
    1271 N LAKE PLEASANT ROAD
    HILLSDALE,MI49242
    MARY H GILLETT Vice President
    0.00     		6,500    
    7569 N MYSTIC CANYON DRIVE
    TUCSON,AZ85718
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............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 NONE 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,451,881
    b
    Average of monthly cash balances.......................
    1b
    9,818
    c
    Fair market value of all other assets (see instructions)................
    1c
    570,644
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,032,343
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    6,032,343
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    90,485
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,941,858
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    297,093
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    297,093
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    1,143
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,143
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    295,950
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    295,950
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    295,950
    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
    532,523
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    532,523
    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
    1,143
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    531,380
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 295,950
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 172,008
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 532,523
    a Applied to 2018, but not more than line 2a 172,008
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 295,950
    e Remaining amount distributed out of corpus 64,565
    5 Excess distributions carryover applied to 2019.    
    (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 64,565
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		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 2014 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		64,565
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019.... 64,565
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AID TO ADAPTION OF SPEICAL KIDS ORG
    2320 N 20TH STREET
    SCOTTSDALE,AZ85254     		NONE PUBLIC CHARITABLE 1,000
    HOMER COMMUNITY SCHOOLS
    403 S HILLSDALE STREET
    HOMER,MI49245     		NONE PUBLIC CHARITABLE 100
    THE GALILEO CIRCLE
    PO BOX 210077
    TUCSON,AZ85721     		NONE PUBLIC CHARITABLE 1,000
    ARIZONA PRIVATE EDUCATION SCHOLARSHIP
    6909 E GREENWAY
    SCOTTSDALE,AZ85254     		NONE PUBLIC CHARITABLE 3,500
    THE SALVATION ARMY
    160 E BACON
    HILLSDALE,MI49242     		NONE PUBLIC CHARITABLE 500
    ARTS EXPRESS FOUNDATION
    4729 E SUNRISE
    TUCSON,AZ85718     		NONE PUBLIC CHARITABLE 1,000
    THE UNIVERSITY OF ARIZONA
    PO BOX 210096
    TUCSON,AZ85721     		NONE PUBLIC CHARITABLE 138,500
    SIMON YOUTH FOUNDATION
    4200 PORTSMOUTH BOULEVARD
    CHESAPEAKE,VA23321     		NONE PUBLIC CHARITABLE 16,000
    SAN XAVIER MISSIOM
    1950 SAN XAVIER ROAD
    TUCSON,AZ85746     		NONE PUBLIC CHARITABLE 400
    GABRIELS ANGELS
    3849 E BRAODWAY
    TUCSON,AZ85716     		NONE PUBLIC CHARITABLE 1,000
    COMMUNITY FOOD BANK OF TUCSON
    3003 S COUNTRY CLUB
    TUCSON,AZ85713     		NONE PUBLIC CHARITABLE 500
    UNIV OF MICHIGAN CANCER CENTER
    301 E LIBERTY STE 400
    ANN ARBOR,MI48104     		NONE PUBLIC CHARITABLE 21,500
    DESERT MUSEUM
    2021 N KINNEY
    TUCSON,AZ85743     		NONE PUBLIC CHARITABLE 150
    EL GRUPO CHARITY OF TUCSON
    610 N 9TH AVENUE
    TUCSON,AZ85705     		NONE PUBLIC CHARITABLE 1,250
    THE HILLSDALE ARTS CHORALE
    PO BOX 215
    JONESVILLE,MI49250     		NONE PUBLIC CHARITABLE 500
    HOSPICE OF HILLSDALE COUNTY
    124 S HOWELL STREET
    HILLSDALE,MI49242     		NONE PUBLIC CHARITABLE 300
    GREATER HILLSDALE HUMANE SOC
    PO BOX 307
    HILLSDALE,MI49242     		NONE PUBLIC CHARITABLE 200
    CURE
    3753 N PEBBLE BEACH
    NORTHBROOK,IL60062     		NONE PUBLIC CHARITABLE 10,000
    SIENA HEIGHTS UNIVERSITY
    1247 E SIENA HEIGHTS DRIVE
    ADRRIAN,MI49221     		NONE PUBLIC CHARITABLE 2,000
    DOMESTIC HARMONY
    PO BOX 231
    HILLSDALE,MI49242     		NONE PUBLIC CHARITABLE 200
    ST JUDE CHILDRENS HOSPITAL
    PO BOX 50
    MEMPHIS,TN38101     		NONE PUBLIC CHARITABLE 300
    TUCSON MUSEUM OF ART
    140 N MAIN STREET
    TUCSON,AZ85701     		NONE PUBLIC CHARITABLE 2,700
    CATHOLIC CHARITIES OF TUCSON
    140 W SPEEDWAY
    TUCSON,AZ85705     		NONE PUBLIC CHARITABLE 1,003
    COVENANT HOUSE
    346 WEST 17TH STREET
    NEW YORK,NY10011     		NONE PUBLIC CHARITABLE 200
    DISABLED AMERICAN VETERANS
    PO BOX 14301
    CINCINNATI,OH45250     		NONE PUBLIC CHARITABLE 200
    FEED THE CHILDREN
    PO BOX 36
    OKLAHOMA CITY,OK73101     		NONE PUBLIC CHARITABLE 200
    VILLAGE PRESBYTERIAN CHURCH
    1300 SHERMER ROAD
    NORTHBROOK,IL60062     		NONE PUBLIC CHARITABLE 23,000
    UNIVERSITY OF ARIZONA ALUMNI ASSN
    1111 N CHERRY AVENUE
    TUCSON,AZ85721     		NONE PUBLIC CHARITABLE 880
    HILLSDALE COLLEGE
    33 EAST COLLEGE STREET
    HILLSDALE,MI49242     		NONE PUBLIC CHARITABLE 50,100
    UNIVERSITY OF ARIZONA PRESENTS
    1020 E UNIVERSITY BLVD
    TUCSON,AZ85721     		NONE PUBLIC CHARITABLE 1,600
    BARBELLS FOR BOOBS
    1006 E CHESTNUT AVENUE
    SANTA ANNA,CA92701     		NONE PUBLIC CHARITABLE 790
    TUCSON SYMPHONY ORCHESTRA
    2175 N SIXTH AVENUE
    TUCSON,AZ85705     		NONE PUBLIC CHARITABLE 1,200
    CALIFORNIA COMMUNITY FOUNDATION
    221 SOUTH FIGUEROA STREET 400
    LOS ANGELES,CA90012     		NONE PUBLIC CHARITABLE 1,000
    MUSTARD SEED RANCH
    PO BOX 956
    SAN JUAN CAPISTRANO,CA92693     		NONE PUBLIC CHARITABLE 5,000
    BIG BROTHERS AND BIG SISTERS OF TUCSON
    160 E ALAMEDA
    TUCSON,AZ85701     		NONE PUBLIC CHARITABLE 400
    BROADWAY IN TUCSON
    888 N EUCLID AVENUE 203
    TUCSON,AZ85721     		NONE PUBLIC CHARITABLE 3,000
    CHILD ABUSE PREVENTION AND AWARENESS
    20 CARE DRIVE
    HILLSDALE,MI49242     		NONE PUBLIC CHARITABLE 200
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROAD STE 300
    JACKSONVILLE,FL32256     		NONE PUBLIC CHARITABLE 250
    UNIVERSITY OF ARIZONA FOUNDATION
    PO BOX 210096
    TUCSON,AZ85775     		NONE PUBLIC CHARITABLE 70,705
    CROSSFIT KIDS FOUNDATION
    1250 CONNECTICUT AVENUE NW STE 700
    WASHINGTON,DC20036     		NONE PUBLIC CHARITABLE 1,250
    EAST TENNESSEE CHILDRENS HOSPITAL
    2018 W CLINCH AVENUE
    KNOXVILLE,TN37916     		NONE PUBLIC CHARITABLE 3,100
    NAVIGANT CHARITABLE FOUNDATION
    1005 DOUGLAS PIKE
    SMITHFIELD,RI02917     		NONE PUBLIC CHARITABLE 32,000
    LITCHFIELD COMMUNITY SCHOOLS
    210 WILLIAMS STREET
    LITCHFIELD,MI49252     		NONE PUBLIC CHARITABLE 1,000
    ARIZONA THEATRE CO
    343 S SCOTT AVENUE
    TUCSON,AZ85701     		NONE PUBLIC CHARITABLE 1,000
    LAKELAND UNIVERSITY
    W3718 S DRIVE
    PLYMOUTH,WI53073     		NONE PUBLIC CHARITABLE 33,000
    FOX THEATRE FOUNDATION
    PO BOX 1008
    TUCSON,AZ85702     		NONE PUBLIC CHARITABLE 75
    THE KIEL FIRE DEPARTMENT
    99 FREMONT
    KIEL,WI53042     		NONE PUBLIC CHARITABLE 100
    SPECIAL GIFTS THEATRE
    PO BOX 2231
    NORTHBROOK,IL60062     		NONE PUBLIC CHARITABLE 14,500
    LUTHERAN SOCIAL SERVICES
    6303 E TANQUE VERDE 3101
    TUCSON,AZ85715     		NONE PUBLIC CHARITABLE 200
    PATRONATO SAN XAVIER
    PO BOX 522
    TUCSON,AZ85702     		NONE PUBLIC CHARITABLE 500
    SUN LIFE CHURCH
    2955 W IRONWOOD HILL DRIVE
    TUCSON,AZ85745     		NONE PUBLIC CHARITABLE 5,000
    UNIVWERSITY OF MICHIGAN
    1000 OAKBROOK DRIVE SUITE 100
    ANN ARBOR,MI48104     		NONE PUBLIC CHARITABLE 1,500
    Total .................................bullet 3a 455,553
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities.... 900099 17,735      
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 -29,748  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900099 1,073,530      
    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).. 1,091,265 -29,748  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,061,517
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID: 17005038
    Software Version: 2017v2.2


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    AWH FOUNDATION
     
    co ROBERT W GILLETT
    EIN:
    36-6050191
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WOLF & SOLOVY 14,400 9,400 0 5,000

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

    TY 2017 DepreciationSchedule
    Name:
    AWH FOUNDATION
     
    co ROBERT W GILLETT
    EIN:
    36-6050191
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    CONDOMINIUM-SEDONA AZ 2017-06-21 445,789 6,081 SL 3.64 % 16,209 16,209    
    FURNITURE 2017-10-01 34,716 1,239 200DB 27.55 % 9,564 9,564    
    COMPUTER 2017-12-15 3,891   200DB 20.00 % 778      
    FURNITURE 2018-01-15 29,948   200DB 14.29 % 4,280 4,280    
    IMPROVEMENTS 2018-04-15 36,729   SL 1.97 % 724 724    

    TY 2017 LandEtcSchedule2
    Name:
    AWH FOUNDATION
     
    co ROBERT W GILLETT
    EIN:
    36-6050191
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 64,663 15,083 49,580  
    Machinery and Equipment 4,941 1,829 3,112  
    Buildings 482,518 23,014 459,504  
    Land 23,463   23,463  


    TY 2017 OtherDecreasesSchedule
    Name:
    AWH FOUNDATION
     
    co ROBERT W GILLETT
    EIN:
    36-6050191
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Description Amount
    WASH SALE ADJUSTMENT 17,077


    TY 2017 OtherExpensesSchedule
    Name:
    AWH FOUNDATION
     
    co ROBERT W GILLETT
    EIN:
    36-6050191
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNT FEES 210 210    
    OFFICE EXPENSES 820 820    
    Rental Expenses 19,901 19,901    


    TY 2017 OtherLiabilitiesSchedule
    Name:
    AWH FOUNDATION
     
    co ROBERT W GILLETT
    EIN:
    36-6050191
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Description Beginning of Year - Book Value End of Year - Book Value
    MARGIN LOAN 2,913,839 2,528,266


    TY 2017 TaxesSchedule
    Name:
    AWH FOUNDATION
     
    co ROBERT W GILLETT
    EIN:
    36-6050191
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL 94,726 94,726    
    PAYROLL TAXES 6,727     6,727
    STATE 25,766 25,766