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.
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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 05-01-2018 , and ending 04-30-2019

Name of foundation
CHU AND CHAN FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1501 NJ2-130-03-31
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ085341501

A Employer identification number

11-3440906

B Telephone number (see instructions)

(609) 274-6834

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

$1,285,559J 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...	33,035		33,019
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		68,806
b	Gross sales price for all assets on line 6a 423,169
7	Capital gain net income (from Part IV, line 2)...			68,806
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	101,841		101,825
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......		1,500	0	0	1,500
c	Other professional fees (attach schedule)....		18,520	11,112		7,408
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		2,140	284		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......		260	260
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	22,420		11,656	0	8,908
25	Contributions, gifts, grants paid.......	74,810				74,810
26	Total expenses and disbursements. Add lines 24 and 25	97,230		11,656	0	83,718
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	4,611
b	Net investment income (if negative, enter -0-)			90,169
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2018)

Page 2

Part II		Balance Sheets	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.............	166	203	203
	2	Savings and temporary cash investments.........	49,261	60,828	60,828
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	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 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	165,419	152,838	155,246
	b	Investments—corporate stock (attach schedule).......	727,255	740,650	916,550
	c	Investments—corporate bonds (attach schedule).......	140,615	132,141	133,740
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	19,957	19,585	18,992
	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)	1,102,673	1,106,245	1,285,559
	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..................
	25	Temporarily restricted...............
	26	Permanently restricted...............
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds........	1,102,673	1,106,245
	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).....	1,102,673	1,106,245
	31	Total liabilities and net assets/fund balances (see instructions).	1,102,673	1,106,245

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

1,102,673

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

4,611

Other increases not included in line 2 (itemize) bullet

294

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

1,107,578

Decreases not included in line 2 (itemize) bullet

1,333

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

1,106,245

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	4. AETNA INC		2013-09-20	2018-05-16
b	11. AETNA INC		2013-09-20	2018-05-17
c	3. AETNA INC		2014-05-29	2018-05-17
d	2. AETNA INC		2014-05-29	2018-11-09
e	10. AETNA INC		2014-05-29	2018-11-21
	9. AETNA INC		2014-05-29	2018-11-26
	16. AETNA INC		2014-05-29	2018-11-29
	10. AETNA INC		2015-05-07	2018-11-29
	9. AETNA INC		2015-06-15	2018-11-29
	6. AETNA INC		2015-08-24	2018-11-29
	11. ALLISON TRANSMISSION HLD		2018-03-28	2018-10-05
	21. ALLISON TRANSMISSION HLD		2018-03-28	2018-10-08
	10. ALLISON TRANSMISSION HLD		2018-03-28	2018-10-09
	7. ALLISON TRANSMISSION HLD		2018-03-28	2018-10-10
	21. ALLISON TRANSMISSION HLD		2018-03-28	2018-10-11
	13. ALLISON TRANSMISSION HLD		2018-03-28	2018-10-12
	7. ALLISON TRANSMISSION HLD		2018-03-28	2018-10-16
	10. ALLISON TRANSMISSION HLD		2018-03-28	2018-10-17
	3. ALLISON TRANSMISSION HLD		2018-05-16	2018-10-17
	3. ALLISON TRANSMISSION HLD		2018-05-17	2018-10-17
	18. ALLISON TRANSMISSION HLD		2018-05-17	2018-10-18
	5. ALLISON TRANSMISSION HLD		2018-05-17	2018-10-22
	10. ALLISON TRANSMISSION HLD		2018-05-18	2018-10-22
	1. ALLISON TRANSMISSION HLD		2018-05-18	2018-10-22
	1. ALPHABET INC SHS CL A		2012-06-29	2018-11-09
	1000. ANHEUSER-BUSCH INBEV FIN		2018-03-01	2018-11-09
	13000. ANHEUSER-BUSCH INBEV FIN		2018-03-01	2019-02-11
	22. APPLE INC		2012-06-28	2018-11-09
	1. APPLE INC		2012-06-28	2019-03-29
	32. APPLE INC		2012-06-29	2019-03-29
	12. APPLE INC		2012-06-29	2019-04-30
	1000. APPLE INC		2017-02-08	2019-01-25
	2000. BB&T CORPORATION		2017-10-25	2019-01-25
	1000. BANK OF NY MELLON CORP		2016-09-23	2019-01-25
	12. BAXTER INTL INC COM		2017-04-11	2018-11-09
	3. BAXTER INTL INC COM		2017-04-12	2018-11-09
	24. BAXTER INTL INC COM		2017-04-12	2019-04-12
	8. BAXTER INTL INC COM		2017-04-13	2019-04-12
	5. BIOGEN INC		2016-08-23	2018-07-12
	4. BIOGEN INC		2016-08-24	2018-07-12
	36. BLACKROCK STRATEGIC		2014-03-04	2018-11-09
	9. CDW CORP		2015-09-14	2018-11-09
	9. CDW CORP		2015-09-15	2018-11-09
	12. CDW CORP		2015-09-15	2018-11-26
	9. CDW CORP		2015-09-15	2018-11-27
	3. CDW CORP		2015-09-16	2018-11-27
	11. CDW CORP		2015-09-16	2019-04-12
	10. CDW CORP		2015-09-16	2019-04-16
	6. CDW CORP		2015-09-16	2019-04-16
	3. CDW CORP		2015-09-17	2019-04-16
	40. CVS HEALTH CORP		2012-09-24	2018-07-31
	28. CVS HEALTH CORP		2012-09-24	2018-11-21
	.35 CVS HEALTH CORP		2018-11-30	2018-12-06
	22. CVS HEALTH CORP		2012-09-24	2018-12-07
	1. CVS HEALTH CORP		2012-09-24	2018-12-11
	10. CVS HEALTH CORP		2015-05-07	2018-12-11
	16. CVS HEALTH CORP		2015-06-15	2018-12-11
	2. CVS HEALTH CORP		2015-06-15	2018-12-14
	10. CVS HEALTH CORP		2015-11-18	2018-12-14
	8. CVS HEALTH CORP		2015-11-18	2018-12-14
	10. CVS HEALTH CORP		2015-05-07	2019-01-30
	16. CVS HEALTH CORP		2015-06-15	2019-01-30
	8. CVS HEALTH CORP		2015-11-18	2019-01-30
	2. CVS HEALTH CORP		2015-11-18	2019-01-30
	6. CARNIVAL CORP		2015-03-02	2018-11-09
	9. CENTENE CORP DEL		2015-06-11	2018-11-09
	4. CENTENE CORP DEL		2015-06-11	2019-04-30
	40. CENTENE CORP DEL		2015-06-12	2019-04-30
	4. CENTENE CORP DEL		2015-06-15	2019-04-30
	31. CHEVRON CORP		2017-01-05	2018-06-11
	5. CHEVRON CORP		2017-01-05	2018-11-09
	14. CHEVRON CORP		2017-01-05	2018-12-07
	25. CISCO SYS INC		2013-08-08	2018-11-09
	30. CISCO SYS INC		2013-08-08	2019-04-08
	39. CISCO SYS INC		2013-10-10	2019-04-08
	1000. CISCO SYSTEMS INC		2009-02-24	2018-11-09
	1000. CISCO SYSTEMS INC		2017-05-04	2019-02-15
	1000. CISCO SYSTEMS INC		2009-06-09	2019-02-15
	2000. CISCO SYSTEMS INC		2013-09-12	2019-02-15
	1000. CISCO SYSTEMS INC		2010-01-19	2019-02-15
	5000. CISCO SYSTEMS INC		2009-02-24	2019-02-15
	37. CITIGROUP INC COM NEW		2012-06-15	2018-05-16
	26. CITIGROUP INC COM NEW		2012-06-18	2018-05-16
	4. CITIGROUP INC COM NEW		2012-06-18	2018-05-17
	46. CITIGROUP INC COM NEW		2012-10-31	2018-05-17
	28. CITIGROUP INC COM NEW		2012-10-31	2018-06-04
	31. CITIGROUP INC COM NEW		2012-10-31	2018-06-19
	30. CITIGROUP INC COM NEW		2012-10-31	2018-08-09
	10. COGNIZANT TECHNOLOGY SOLUTIONS		2015-04-09	2018-11-09
	17. COMCAST CORP NEW CL A		2012-10-04	2018-11-09
	15. D R HORTON INC		2016-07-13	2018-11-09
	3. DELL TECHNOLOGIES INC		2016-12-13	2018-12-28
	59. DELL TECHNOLOGIES INC		2016-12-14	2018-12-28
	7. DELL TECHNOLOGIES INC		2017-01-25	2018-12-28
	21. DELL TECHNOLOGIES INC		2017-01-26	2018-12-28
	1. DELL TECHNOLOGIES INC		2017-01-27	2018-12-28
	7. DELL TECHNOLOGIES INC		2017-06-22	2018-12-28
	21. DELL TECHNOLOGIES INC		2017-06-23	2018-12-28
	18. DELL TECHNOLOGIES INC		2018-01-26	2018-12-28
	.76 DELL TECHNOLOGIES INC		2018-01-26	2019-01-04
	1. DELL TECHNOLOGIES INC		2016-12-13	2019-03-26
	29. DELL TECHNOLOGIES INC		2016-12-14	2019-03-26
	10. DELL TECHNOLOGIES INC		2016-12-14	2019-03-27
	4. DELL TECHNOLOGIES INC		2017-06-22	2019-03-27
	4. DELL TECHNOLOGIES INC		2017-01-25	2019-03-27
	14. DELL TECHNOLOGIES INC		2017-01-26	2019-03-27
	1. DELL TECHNOLOGIES INC		2017-06-22	2019-03-28
	14. DELL TECHNOLOGIES INC		2017-06-23	2019-03-28
	11. DELL TECHNOLOGIES INC		2018-01-26	2019-03-28
	23. DELTA AIR LINES INC		2016-02-22	2018-11-09
	19. DOWDUPONT INC COM		2013-10-23	2018-11-09
	16. E TRADE FINL CORP		2017-09-29	2018-07-19
	23. E TRADE FINL CORP		2017-10-02	2018-07-19
	7. E TRADE FINL CORP		2017-10-02	2018-07-20
	1. E TRADE FINL CORP		2017-10-03	2018-07-20
	1000. FEDERAL NATL MTG ASSOC		2017-06-13	2019-01-25
	20. FIRSTENERGY CORP		2017-01-09	2018-11-09
	35. FIRSTENERGY CORP		2017-01-09	2019-01-08
	14. FIRSTENERGY CORP		2017-01-09	2019-01-09
	47. FIRSTENERGY CORP		2017-01-10	2019-01-09
	18. FIRSTENERGY CORP		2017-06-14	2019-01-09
	16. FIRSTENERGY CORP		2017-06-15	2019-01-09
	40. FIRSTENERGY CORP		2017-06-15	2019-01-10
	4. FIRSTENERGY CORP		2017-06-15	2019-01-10
	2. FIRSTENERGY CORP		2017-06-15	2019-01-11
	36. FIRSTENERGY CORP		2017-06-16	2019-01-11
	19. FIRSTENERGY CORP		2017-06-16	2019-01-30
	7. FIRSTENERGY CORP		2017-06-19	2019-01-30
	9. FIRSTENERGY CORP		2017-06-30	2019-01-30
	9. FIRSTENERGY CORP		2017-07-03	2019-01-31
	9. FIRSTENERGY CORP		2017-06-30	2019-01-31
	5. FIRSTENERGY CORP		2017-07-03	2019-02-28
	18. FIRSTENERGY CORP		2017-07-05	2019-02-28
	13. FIRSTENERGY CORP		2017-07-06	2019-02-28
	2. FIRSTENERGY CORP		2017-07-06	2019-03-01
	8. FIRSTENERGY CORP		2018-01-25	2019-03-01
	41. FIRSTENERGY CORP		2018-01-25	2019-03-05
	11. FORTIVE CORP		2017-07-12	2019-03-19
	15. FORTIVE CORP		2017-07-13	2019-03-19
	2. FORTIVE CORP		2017-07-13	2019-03-20
	5. FORTIVE CORP		2017-07-14	2019-03-20
	185. GENERAL ELECTRIC CO		2017-11-01	2018-11-01
	13. GENERAL ELECTRIC CO		2017-11-01	2018-11-01
	20. GENERAL ELECTRIC CO		2017-11-14	2018-11-01
	84. GENERAL ELECTRIC CO		2017-11-14	2018-11-21
	110. GENERAL ELECTRIC CO		2017-12-13	2018-11-21
	103. GENERAL ELECTRIC CO		2018-01-02	2018-11-21
	9. GILEAD SCIENCES INC		2015-10-20	2018-05-11
	24. GILEAD SCIENCES INC		2015-11-18	2018-05-11
	16. GILEAD SCIENCES INC		2015-11-18	2019-02-13
	7. GILEAD SCIENCES INC		2015-11-18	2019-02-13
	9. GILEAD SCIENCES INC		2016-02-25	2019-02-13
	5. GILEAD SCIENCES INC		2016-02-26	2019-02-13
	21. GILEAD SCIENCES INC		2016-04-13	2019-04-30
	11. GILEAD SCIENCES INC		2016-02-26	2019-04-30
	1000. GLAXOSMITHKLINE CAPITAL		2018-06-08	2018-11-09
	1000. GLAXOSMITHKLINE CAPITAL		2018-06-08	2019-01-25
	14. HARTFORD FINL SVCS GROUP INC COM		2017-06-26	2018-11-09
	14. HARTFORD FINL SVCS GROUP INC COM		2017-06-26	2018-12-19
	26. HARTFORD FINL SVCS GROUP INC COM		2017-06-28	2018-12-19
	28. HARTFORD FINL SVCS GROUP INC COM		2017-06-28	2019-01-08
	4. HARTFORD FINL SVCS GROUP INC COM		2017-11-28	2019-01-08
	5. HARTFORD FINL SVCS GROUP INC COM		2017-11-28	2019-01-09
	11. HARTFORD FINL SVCS GROUP INC COM		2017-11-29	2019-01-09
	11. HARTFORD FINL SVCS GROUP INC COM		2017-12-15	2019-01-10
	9. HARTFORD FINL SVCS GROUP INC COM		2017-11-29	2019-01-10
	6. HARTFORD FINL SVCS GROUP INC COM		2017-11-30	2019-01-10
	17. HARTFORD FINL SVCS GROUP INC COM		2017-12-15	2019-01-11
	13. HARTFORD FINL SVCS GROUP INC COM		2017-12-18	2019-01-11
	12. HOME DEPOT INC USD 0.05		2014-09-09	2018-05-16
	9. HOME DEPOT INC USD 0.05		2014-09-09	2018-06-19
	13. HOME DEPOT INC USD 0.05		2014-09-09	2018-10-22
	10. HOME DEPOT INC USD 0.05		2014-09-09	2018-10-25
	3. HOME DEPOT INC USD 0.05		2014-09-09	2018-10-25
	8. HOME DEPOT INC USD 0.05		2015-05-07	2018-10-25
	2. HOME DEPOT INC USD 0.05		2015-05-07	2018-10-31
	6. HOME DEPOT INC USD 0.05		2015-08-24	2018-10-31
	1. HUMANA INC COM		2015-08-05	2018-10-31
	11. HUMANA INC COM		2015-08-06	2018-10-31
	40. J P MORGAN CHASE & CO		2012-06-15	2018-10-31
	8. KAR AUCTION SERVICES INC		2018-04-02	2018-11-09
	2. LABORATORY CORP AMER HLDGS		2014-12-26	2018-11-09
	14. LENNAR CORP		2015-09-09	2018-11-09
	3. LENNAR CORP		2015-09-09	2019-03-22
	18. LENNAR CORP		2015-09-10	2019-03-22
	19. LENNAR CORP		2015-09-22	2019-03-22
	5. LENNAR CORP		2015-09-23	2019-03-22
	22. LOWES COMPANIES INC COM		2013-06-21	2018-08-22
	29. LOWES COMPANIES INC COM		2013-06-21	2019-04-05
	17. LOWES COMPANIES INC COM		2013-06-21	2019-04-25
	4. MICROSOFT CORP COM		2012-03-12	2018-11-09
	16. MICROSOFT CORP COM		2012-03-13	2018-11-09
	17. MICROSOFT CORP COM		2012-03-13	2018-11-21
	5. MICROSOFT CORP COM		2012-03-14	2018-11-21
	8. MICROSOFT CORP COM		2015-06-15	2018-11-21
	9. MICROSOFT CORP COM		2015-06-15	2019-01-17
	11. NORFOLK SOUTHERN CORP		2017-01-09	2018-11-09
	10. NORFOLK SOUTHERN CORP		2017-01-09	2019-01-17
	14. NORFOLK SOUTHERN CORP		2017-01-09	2019-02-27
	11. NORFOLK SOUTHERN CORP		2017-01-09	2019-03-05
	1. NORFOLK SOUTHERN CORP		2017-01-09	2019-03-13
	11. NORFOLK SOUTHERN CORP		2017-01-10	2019-03-13
	3. NORFOLK SOUTHERN CORP		2017-01-10	2019-03-19
	7. NORFOLK SOUTHERN CORP		2017-01-12	2019-03-19
	10. NOVO NORDISK A/S ADR		2017-09-26	2018-11-09
	1. O'REILLY AUTOMOTIVE INC		2018-07-09	2018-11-09
	62. ORACLE CORPORATION		2017-05-17	2018-07-09
	46. ORACLE CORPORATION		2017-05-17	2018-08-03
	31. ORACLE CORPORATION		2017-05-17	2018-08-20
	15. ORACLE CORPORATION		2017-05-18	2018-08-20
	42. ORACLE CORPORATION		2017-05-18	2018-09-06
	45. ORACLE CORPORATION		2017-07-12	2018-09-14
	25. ORACLE CORPORATION		2017-07-12	2018-09-19
	40. ORACLE CORPORATION		2017-08-16	2018-09-19
	20. ORACLE CORPORATION		2017-11-06	2018-09-19
	31. ORACLE CORPORATION		2017-11-06	2018-10-02
	35. ORACLE CORPORATION		2017-12-19	2018-10-02
	1000. ORACLE CORP		2016-10-28	2018-11-09
	1000. ORACLE CORP		2016-10-28	2019-01-25
	70. PG&E CORP		2017-10-18	2018-11-15
	34. PG&E CORP		2017-10-23	2018-11-15
	36. PG&E CORP		2017-11-01	2018-11-15
	34. PG&E CORP		2017-11-10	2018-11-15
	14. PG&E CORP		2017-11-21	2018-11-15
	15. PG&E CORP		2017-11-22	2018-11-15
	61. PFIZER INC COM		2016-01-28	2018-11-09
	20. PFIZER INC COM		2016-01-28	2018-12-14
	11. PFIZER INC COM		2016-01-28	2019-01-17
	34. PFIZER INC COM		2016-03-31	2019-01-17
	77. PFIZER INC COM		2016-03-31	2019-03-19
	36. PUBLIC SERVICE ENTERPRISE GROUP INC		2015-01-29	2018-05-11
	1. PUBLIC SERVICE ENTERPRISE GROUP INC		2015-01-29	2018-05-14
	10. PUBLIC SERVICE ENTERPRISE GROUP INC		2015-01-30	2018-05-14
	8. PUBLIC SERVICE ENTERPRISE GROUP INC		2015-01-30	2018-05-16
	1. PUBLIC SERVICE ENTERPRISE GROUP INC		2015-06-10	2018-05-16
	21. PUBLIC SERVICE ENTERPRISE GROUP INC		2015-06-10	2018-05-17
	13. PUBLIC SERVICE ENTERPRISE GROUP INC		2015-06-11	2018-05-17
	33. PUBLIC SERVICE ENTERPRISE GROUP INC		2015-06-11	2018-05-18
	5. PUBLIC SERVICE ENTERPRISE GROUP INC		2015-06-11	2018-05-21
	9. REGIONS FINL CORP NEW		2017-01-09	2018-11-09
	28. REGIONS FINL CORP NEW		2017-01-10	2018-11-09
	21. ROBERT HALF INTL INC		2016-10-27	2018-05-02
	11. ROBERT HALF INTL INC		2016-10-27	2018-05-03
	9. ROBERT HALF INTL INC		2016-10-27	2018-05-10
	1. ROBERT HALF INTL INC		2016-10-27	2018-05-11
	6. ROBERT HALF INTL INC		2016-10-28	2018-05-11
	1000. USD ROYAL BK CANADA		2016-04-26	2019-01-25
	1000. SHELL INTERNATIONAL FIN		2009-09-17	2019-01-25
	3. J M SMUCKER CO		2018-03-06	2018-11-09
	14. J M SMUCKER CO		2018-03-06	2019-03-05
	1. J M SMUCKER CO		2018-03-07	2019-03-05
	4. J M SMUCKER CO		2018-03-07	2019-03-06
	1. SOUTHWEST AIRLINES CO		2015-08-05	2018-06-11
	68. SOUTHWEST AIRLINES CO		2015-09-09	2018-06-11
	42. SOUTHWEST AIRLINES CO		2015-09-09	2018-08-03
	28. SUNCOR ENERGY INC NEW		2013-01-15	2018-11-09
	38. SUNCOR ENERGY INC NEW		2013-01-15	2019-02-07
	40. SUNCOR ENERGY INC NEW		2013-01-15	2019-02-08
	46. SUNCOR ENERGY INC NEW		2013-01-15	2019-02-13
	14. SUNCOR ENERGY INC NEW		2013-01-15	2019-02-14
	26. SUNCOR ENERGY INC NEW		2013-01-15	2019-02-20
	30. SUNCOR ENERGY INC NEW		2013-01-15	2019-02-21
	25. SUNTRUST BANKS INC		2013-01-15	2018-11-09
	23. SUNTRUST BANKS INC		2013-01-15	2018-12-14
	8. SUNTRUST BANKS INC		2015-05-07	2018-12-14
	25. US BANCORP DEL		2012-10-31	2018-11-09
	6000. US BANCORP		2016-01-28	2018-08-23
	1000. U.S. TREASURY BOND		2009-06-24	2018-11-09
	1000. U.S. TREASURY BOND		2009-06-24	2019-01-25
	2000. U.S. TREASURY BOND 3.125% FEB 15 2042		2012-02-24	2018-11-09
	1000. U.S. TREASURY BOND		2016-09-23	2018-11-09
	2000. U.S. TREASURY BOND		2016-09-23	2019-01-25
	1000. U.S. TREASURY BOND		2018-03-01	2019-01-25
	12000. U.S. TREASURY NOTE		2018-04-27	2019-01-11
	13000. U.S. TREASURY NOTE		2018-03-01	2018-06-08
	1000. U.S. TREASURY NOTE		2018-03-01	2019-01-25
	6000. U.S. TREASURY NOTE		2018-03-01	2019-04-12
	1000. U.S. TREASURY NOTE		2018-04-27	2019-01-25
	9000. U.S. TREASURY NOTE		2018-04-27	2019-04-12
	1000. U.S. TREASURY NOTE		2018-09-12	2018-11-09
	2000. U.S. TREASURY NOTE		2018-09-12	2019-01-25
	7000. U.S. TREASURY NOTE		2017-11-20	2018-09-12
	1000. U.S. TREASURY NOTE		2017-03-09	2019-01-25
	1000. U.S. TREASURY NOTE		2010-06-11	2019-01-25
	9000. U.S. TREASURY NOTE		2017-09-20	2018-08-23
	1000. U.S. TREASURY NOTE		2017-10-25	2019-01-25
	7000. U.S. TREASURY NOTE		2017-10-25	2018-06-08
	1000. U.S. TREASURY NOTE		2018-08-23	2019-01-25
	7. UNITEDHEALTH GROUP INC		2014-10-27	2018-11-09
	40. URBAN OUTFITTERS INC		2017-03-08	2018-07-09
	13. URBAN OUTFITTERS INC		2017-03-08	2018-07-10
	21. URBAN OUTFITTERS INC		2017-03-08	2018-08-10
	1. URBAN OUTFITTERS INC		2017-03-08	2018-08-13
	24. URBAN OUTFITTERS INC		2017-03-09	2018-08-13
	28. URBAN OUTFITTERS INC		2017-03-09	2018-08-22
	13. URBAN OUTFITTERS INC		2017-03-30	2018-08-22
	39. URBAN OUTFITTERS INC		2017-03-30	2019-03-06
	21. URBAN OUTFITTERS INC		2017-07-26	2019-03-07
	18. URBAN OUTFITTERS INC		2017-03-30	2019-03-07
	13. URBAN OUTFITTERS INC		2017-07-26	2019-03-08
	27. URBAN OUTFITTERS INC		2017-07-27	2019-03-08
	5. URBAN OUTFITTERS INC		2017-07-27	2019-03-11
	26. URBAN OUTFITTERS INC		2017-07-28	2019-03-11
	10. URBAN OUTFITTERS INC		2017-07-31	2019-03-11
	4. URBAN OUTFITTERS INC		2017-07-31	2019-03-12
	12000. VISA INC		2015-12-14	2018-09-12
	1000. VISA INC		2017-05-04	2018-09-12
	7. WALMART INC		2017-01-09	2018-11-09
	15. WALMART INC		2017-01-09	2019-01-17
	1000. WALMART INC		2018-08-23	2018-11-09
	1000. WALMART INC		2018-08-23	2019-01-25
	6000. WELLS FARGO & COMPANY		2013-11-18	2018-08-23
	.2 ALCON SA ACT NOM		2019-01-09	2019-04-26
	46. FLEX LTD		2016-06-14	2018-09-07
	6. FLEX LTD		2016-06-14	2018-09-10
	40. FLEX LTD		2016-06-15	2018-09-10
	14. FLEX LTD		2016-06-15	2018-09-11
	33. FLEX LTD		2016-06-16	2018-09-11
	21. FLEX LTD		2016-06-16	2018-09-12
	14. FLEX LTD		2016-06-17	2018-09-12
	12. FLEX LTD		2016-06-24	2018-09-12
	64. FLEX LTD		2016-06-24	2018-09-13
	40. FLEX LTD		2016-06-24	2018-09-14
	25. FLEX LTD		2016-06-27	2018-09-14
	56. FLEX LTD		2016-06-27	2018-09-17
	11. FLEX LTD		2016-06-28	2018-09-17
	60. FLEX LTD		2016-06-28	2018-09-18
	8. FLEX LTD		2016-06-29	2018-09-18
	17. FLEX LTD		2016-06-29	2018-09-19
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	710	261	449
b	1,949	717	1,232
c	532	231	301
d	418	154	264
e	2,047	771	1,276
	1,886	694	1,192
	3,402	1,234	2,168
	2,126	1,083	1,043
	1,914	1,112	802
	1,276	681	595
	570	426	144
	1,099	814	285
	507	387	120
	351	271	80
	1,044	814	230
	633	504	129
	349	271	78
	488	387	101
	147	129	18
	147	130	17
	859	778	81
	238	216	22
	476	433	43
	48	43	5
	1,067	289	778
	970	997	-27
	12,449	12,960	-511
	4,465	1,787	2,678
	189	81	108
	6,058	2,653	3,405
	2,400	995	1,405
	992	1,010	-18
	1,940	1,991	-51
	956	996	-40
	759	635	124
	190	160	30
	1,903	1,278	625
	634	427	207
	1,732	1,462	270
	1,385	1,168	217
	348	366	-18
	815	369	446
	815	372	443
	1,069	496	573
	805	372	433
	268	125	143
	1,174	459	715
	1,074	418	656
	647	251	396
	324	126	198
	2,611	1,925	686
	2,103	1,347	756
	28	28
	1,630	1,059	571
	73	48	25
	733	995	-262
	1,173	1,644	-471
	144	206	-62
	720	945	-225
	576	756	-180
	660	1,069	-409
	1,055	1,763	-708
	528	826	-298
	132	189	-57
	349	272	77
	1,275	676	599
	204	150	54
	2,038	1,518	520
	204	155	49
	3,925	3,641	284
	594	587	7
	1,624	1,644	-20
	1,171	657	514
	1,661	789	872
	2,159	892	1,267
	1,006	982	24
	1,000	1,000
	1,000	1,000
	2,000	2,000
	1,000	1,000
	5,000	4,909	91
	2,661	1,032	1,629
	1,870	724	1,146
	287	111	176
	3,305	1,713	1,592
	1,881	1,043	838
	2,062	1,154	908
	2,166	1,117	1,049
	700	626	74
	647	311	336
	516	508	8
	231	73	158
	4,541	1,446	3,095
	539	213	326
	1,616	634	982
	77	33	44
	539	240	299
	1,616	721	895
	1,385	960	425
	34	35	-1
	58	46	12
	1,687	1,323	364
	577	456	121
	231	183	48
	231	183	48
	808	639	169
	57	46	11
	805	639	166
	632	502	130
	1,299	1,116	183
	1,109	784	325
	982	696	286
	1,411	1,000	411
	420	304	116
	60	44	16
	949	978	-29
	756	621	135
	1,317	1,086	231
	531	435	96
	1,783	1,432	351
	683	532	151
	607	475	132
	1,528	1,188	340
	152	119	33
	77	59	18
	1,383	1,082	301
	734	571	163
	270	209	61
	348	264	84
	349	263	86
	349	264	85
	204	146	58
	734	525	209
	530	381	149
	82	59	23
	326	256	70
	1,660	1,313	347
	915	712	203
	1,248	970	278
	166	129	37
	414	323	91
	1,805	3,718	-1,913
	127	253	-126
	195	351	-156
	655	1,475	-820
	858	1,959	-1,101
	803	1,845	-1,042
	592	925	-333
	1,578	2,574	-996
	1,056	1,716	-660
	462	711	-249
	594	808	-214
	330	452	-122
	1,350	2,038	-688
	707	994	-287
	989	999	-10
	1,008	999	9
	653	728	-75
	607	728	-121
	1,126	1,368	-242
	1,214	1,474	-260
	173	226	-53
	218	282	-64
	479	637	-158
	485	614	-129
	397	521	-124
	265	345	-80
	753	949	-196
	576	728	-152
	2,233	1,077	1,156
	1,790	807	983
	2,341	1,166	1,175
	1,793	897	896
	540	269	271
	1,441	884	557
	354	221	133
	1,061	686	375
	324	186	138
	3,568	2,046	1,522
	4,371	1,396	2,975
	448	429	19
	339	217	122
	586	722	-136
	144	155	-11
	863	897	-34
	911	923	-12
	240	245	-5
	2,325	866	1,459
	3,330	1,142	2,188
	1,935	669	1,266
	436	128	308
	1,744	519	1,225
	1,757	552	1,205
	517	164	353
	827	364	463
	949	409	540
	1,868	1,202	666
	1,641	1,092	549
	2,524	1,529	995
	1,964	1,202	762
	181	109	72
	1,988	1,203	785
	539	328	211
	1,258	776	482
	447	482	-35
	353	288	65
	2,870	2,754	116
	2,223	2,043	180
	1,502	1,377	125
	727	664	63
	2,005	1,858	147
	2,214	2,263	-49
	1,229	1,257	-28
	1,966	1,967	-1
	983	1,008	-25
	1,569	1,563	6
	1,771	1,682	89
	916	990	-74
	943	990	-47
	1,337	3,967	-2,630
	649	1,950	-1,301
	688	2,059	-1,371
	649	1,930	-1,281
	267	753	-486
	287	809	-522
	2,706	1,845	861
	875	605	270
	466	333	133
	1,441	1,020	421
	3,239	2,311	928
	1,839	1,575	264
	51	44	7
	508	435	73
	399	348	51
	50	40	10
	1,039	850	189
	643	525	118
	1,637	1,333	304
	248	202	46
	154	130	24
	481	408	73
	1,295	771	524
	676	404	272
	568	330	238
	63	37	26
	379	221	158
	996	1,007	-11
	1,010	995	15
	336	387	-51
	1,429	1,807	-378
	102	129	-27
	408	516	-108
	51	38	13
	3,480	2,627	853
	2,410	1,622	788
	940	966	-26
	1,241	1,311	-70
	1,287	1,380	-93
	1,494	1,587	-93
	455	483	-28
	888	897	-9
	1,025	1,035	-10
	1,581	710	871
	1,208	653	555
	420	335	85
	1,323	832	491
	5,990	6,015	-25
	1,163	1,010	153
	1,225	1,010	215
	1,920	2,005	-85
	841	1,029	-188
	1,792	2,057	-265
	986	975	11
	12,066	11,786	280
	12,883	12,940	-57
	1,002	1,000	2
	6,059	5,997	62
	995	993	2
	8,998	8,939	59
	988	995	-7
	2,015	1,990	25
	7,061	7,133	-72
	974	976	-2
	1,011	1,003	8
	8,696	9,097	-401
	975	994	-19
	6,838	7,024	-186
	1,000	1,000
	1,923	644	1,279
	1,828	977	851
	594	317	277
	1,016	513	503
	47	24	23
	1,138	596	542
	1,279	695	584
	594	319	275
	1,187	956	231
	625	392	233
	535	441	94
	379	243	136
	788	519	269
	148	96	52
	770	504	266
	296	192	104
	119	77	42
	11,798	11,972	-174
	983	1,005	-22
	739	481	258
	1,446	1,030	416
	996	1,013	-17
	1,016	1,012	4
	5,992	6,004	-12
	11	11
	603	591	12
	78	77	1
	523	518	5
	181	181
	426	425	1
	272	271	1
	181	180	1
	155	151	4
	834	806	28
	515	504	11
	322	298	24
	731	668	63
	144	130	14
	776	710	66
	104	95	9
	225	202	23
			224

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			449
b			1,232
c			301
d			264
e			1,276
			1,192
			2,168
			1,043
			802
			595
			144
			285
			120
			80
			230
			129
			78
			101
			18
			17
			81
			22
			43
			5
			778
			-27
			-511
			2,678
			108
			3,405
			1,405
			-18
			-51
			-40
			124
			30
			625
			207
			270
			217
			-18
			446
			443
			573
			433
			143
			715
			656
			396
			198
			686
			756

			571
			25
			-262
			-471
			-62
			-225
			-180
			-409
			-708
			-298
			-57
			77
			599
			54
			520
			49
			284
			7
			-20
			514
			872
			1,267
			24




			91
			1,629
			1,146
			176
			1,592
			838
			908
			1,049
			74
			336
			8
			158
			3,095
			326
			982
			44
			299
			895
			425
			-1
			12
			364
			121
			48
			48
			169
			11
			166
			130
			183
			325
			286
			411
			116
			16
			-29
			135
			231
			96
			351
			151
			132
			340
			33
			18
			301
			163
			61
			84
			86
			85
			58
			209
			149
			23
			70
			347
			203
			278
			37
			91
			-1,913
			-126
			-156
			-820
			-1,101
			-1,042
			-333
			-996
			-660
			-249
			-214
			-122
			-688
			-287
			-10
			9
			-75
			-121
			-242
			-260
			-53
			-64
			-158
			-129
			-124
			-80
			-196
			-152
			1,156
			983
			1,175
			896
			271
			557
			133
			375
			138
			1,522
			2,975
			19
			122
			-136
			-11
			-34
			-12
			-5
			1,459
			2,188
			1,266
			308
			1,225
			1,205
			353
			463
			540
			666
			549
			995
			762
			72
			785
			211
			482
			-35
			65
			116
			180
			125
			63
			147
			-49
			-28
			-1
			-25
			6
			89
			-74
			-47
			-2,630
			-1,301
			-1,371
			-1,281
			-486
			-522
			861
			270
			133
			421
			928
			264
			7
			73
			51
			10
			189
			118
			304
			46
			24
			73
			524
			272
			238
			26
			158
			-11
			15
			-51
			-378
			-27
			-108
			13
			853
			788
			-26
			-70
			-93
			-93
			-28
			-9
			-10
			871
			555
			85
			491
			-25
			153
			215
			-85
			-188
			-265
			11
			280
			-57
			2
			62
			2
			59
			-7
			25
			-72
			-2
			8
			-401
			-19
			-186

			1,279
			851
			277
			503
			23
			542
			584
			275
			231
			233
			94
			136
			269
			52
			266
			104
			42
			-174
			-22
			258
			416
			-17
			4
			-12

			12
			1
			5

			1
			1
			1
			4
			28
			11
			24
			63
			14
			66
			9
			23

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	68,806
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

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	106,289	1,301,669	0.081656
2016	58,686	1,190,942	0.049277
2015	158,691	1,275,965	0.124369
2014	138,917	1,416,620	0.098062
2013	185,996	1,438,737	0.129277

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

0.482641

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 ......

0.096528

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

1,272,762

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

122,857

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

902

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

123,759

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

83,718

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	1,803
	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	0
3	Add lines 1 and 2...........................	3	1,803
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	1,803
6	Credits/Payments:

a	2018 estimated tax payments and 2017 overpayment credited to 2018	6a	1,788
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,788
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	15
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 tax0	Refunded	11	0

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

The books are in care of bullet

BANK OF AMERICA Telephone no. bullet

(609) 274-6834

Located at bullet

1300 AMERICAN BOULEVARDPENNINGTONNJ ZIP+4 bullet

08534

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-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
TONY CHU	PRESIDENT 20	0
14616 EDGEBROOK DRIVE FISHERS,IN46040	PRESIDENT 20	0
EMILY CHU	DIRECTOR 20	0
14616 EDGEBROOK DRIVE FISHERS,IN46040	DIRECTOR 20	0
THOMAS SOBEL	SECRETARY 0	0
1013 ROCKYSIDE ROAD NEW CUMBERLAND,WV26047	SECRETARY 0	0
JEFF SOBEL	PRESIDENT 0	0
53 HAMPTON CIRCLE NICEVILLE,FL32578	PRESIDENT 0	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...................				0

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


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

1,230,327

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

61,817

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

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

1,292,144

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

1,292,144

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

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

19,382

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

1,272,762

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

63,638

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

63,638

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

1,803

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

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

1,803

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

61,835

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

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

61,835

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

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

61,835

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 ..........

83,718

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

83,718

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

83,718

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	(b) Years prior to 2017	(c) 2017	(d) 2018
1 Distributable amount for 2018 from Part XI, line 7					61,835
2 Undistributed income, if any, as of the end of 2018:
a Enter amount for 2017 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2018:
a From 2013......	116,661
b From 2014......	70,349
c From 2015......	96,287
d From 2016......	856
e From 2017......	42,991
fTotal of lines 3a through e........		327,144
4Qualifying distributions for 2018 from Part
XII, line 4: $ 83,718
a Applied to 2017, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2018 distributable amount.....					61,835
e Remaining amount distributed out of corpus		21,883
5 Excess distributions carryover applied to 2018.		0			0
(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		349,027
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2017. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2018. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2019 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2013 not applied on line 5 or line 7 (see instructions) ...		116,661
9Excess distributions carryover to 2019. Subtract lines 7 and 8 from line 6a ......		232,366
10 Analysis of line 9:
a Excess from 2014....	70,349
b Excess from 2015....	96,287
c Excess from 2016....	856
d Excess from 2017....	42,991
e Excess from 2018....	21,883

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).)

TONY CHU EMILY CHU THOMAS S

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 email address of the person to whom applications should be addressed:

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

cAny submission deadlines:

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

Form 990-PF (2018)

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
BREAST CANCER RESEARCH FOUNDATION INC 60 E 56TH ST FLOOR 8 NEW YORK,NY100223343	N/A	PC	UNRESTRICTED GENERAL	10,000
ESOPHAGEAL CANCER EDUCATION FDN INC 115 COBBLESTONE BLVD MONROE TWP,NJ08831	N/A	PC	UNRESTRICTED GENERAL	7,000
HOSPICE OF SOUTHERN ILLINOIS 305 S ILLINOIS STREET BELLEVILLE,IL62220	N/A	PC	UNRESTRICTED GENERAL	22,810
NATIONAL MARFAN FOUNDATION 22 MANHASSET AVENUE PORT WASHINGTON,NY11050	N/A	PC	UNRESTRICTED GENERAL	35,000
Total ................................. 3a				74,810

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	33,035
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			18	68,806
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)..				101,841

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

101,841

(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

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER INVESTMENT FEE	250	250		0
OTHER EXPENSE (NON-DEDUCTIBLE	10	10		0

Category	Amount	Net Investment Income
FOREIGN TAXES	284	284
EXCISE TAX - PRIOR YEAR	68	0
EXCISE TAX ESTIMATES	1,788	0