Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 12-01-2017 , and ending 11-30-2018
Name of foundation
Stamps Family Charitable Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)21 Commonwealth Avenue
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Boston, MA02116
A Employer identification number

04-2943910
B Telephone number (see instructions)

(617) 553-1497
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$84,776,701J 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) 1,496,210
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,497 1,497  
4 Dividends and interest from securities... 1,111,443 1,111,443  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,008,366
b Gross sales price for all assets on line 6a 65,245,261
7 Capital gain net income (from Part IV, line 2)... 10,008,366
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 271,948 271,948  
12 Total. Add lines 1 through 11........ 12,889,464 11,393,254  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 55,410 55,410   0
15 Pension plans, employee benefits....... 6,773 6,773   0
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 297,437 297,437   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 211,841 101,841   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 25,491 25,491   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 784,369 72,117   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,381,321 559,069   0
25 Contributions, gifts, grants paid....... 5,464,734 5,464,734
26 Total expenses and disbursements. Add lines 24 and 25 6,846,055 559,069   5,464,734
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,043,409
b Net investment income (if negative, enter -0-) 10,834,185
c Adjusted net income (if negative, enter -0-)...  
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............. 225,747 1,531,689 1,531,689
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   100    
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)....... 10,117,127 Click to see attachment2,938,045 3,215,007
c Investments—corporate bonds (attach schedule)....... 456,181 Click to see attachment863,727 847,412
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 59,351,340 Click to see attachment70,759,943 79,182,593
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 70,150,495 76,093,404 84,776,701
Liabilities 17 Accounts payable and accrued expenses.......... 200,500 100,000
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 200,500 100,000
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 69,949,995 75,993,404
29 Total net assets or fund balances (see instructions)..... 69,949,995 75,993,404
30 Total liabilities and net assets/fund balances (see instructions). 70,150,495 76,093,404
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
69,949,995
2
Enter amount from Part I, line 27a .....................
2
6,043,409
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
75,993,404
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
75,993,404
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 DAIFUKU CO LTD NPV   2017-06-23 2017-12-01
b FERROTEC HOLDINGS CORPORATION NPV   2017-10-13 2017-12-01
c HARMONIC DRIVE SYSTEMS NPV   2017-07-20 2017-12-01
d KUREHA CORPORATION   2017-10-27 2017-12-01
e ULVAC INC NPV   2017-06-23 2017-12-01
YASKAWA ELECTRIC CORP NPV   2017-07-24 2017-12-01
VESUVIUS PLC ORD GBP 0.10   2017-06-23 2017-12-04
DENKA COMPANY LIMITED NPV   2017-08-09 2017-12-04
RHI MAGNESITA N.V.   2017-09-27 2017-12-04
EN-JAPAN INC. NPV   2017-06-23 2017-12-06
KOENIG + BAUER AG   2017-06-23 2017-12-07
KOENIG + BAUER AG   2017-06-23 2017-12-08
KOENIG + BAUER AG   2017-05-02 2017-12-11
MATSUMOTOKIYOSHI HOLDINGS CO LTD NPV   2017-10-18 2017-12-11
SANKYU INC NPV   2017-08-04 2017-12-11
TOMY COMPANY LTD NPV   2017-08-10 2017-12-11
YOKOGAWA BRIDGE HOLDINGS CORP COMMON STOCK   2017-08-03 2017-12-11
STABILUS S.A. EUR 0.01   2017-06-23 2017-12-11
KOENIG + BAUER AG   2017-05-02 2017-12-12
MITSUI MINING & SMELTING CO NPV   2017-08-14 2017-12-13
FUYO GENERAL LEASE CO LTD NPV   2017-06-30 2017-12-15
SHO-BOND HOLDINGS CO LTD NPV   2017-06-23 2017-12-15
NIPPON ELECTRIC GLASS LTD   2017-07-14 2017-12-18
GN STORE NORD DKK4   2017-06-23 2017-12-18
AGILE GROUP HOLDINGS LTD   2017-07-28 2017-12-20
JAPAN AVIATION ELECTRONICS INDUSTRY NPV   2017-10-30 2017-12-20
NET ONE SYSTEMS CO NPV   2017-10-23 2017-12-21
TOKAI CARBON CO NPV   2017-07-27 2017-12-28
ALTIUM NPV   2017-09-01 2017-12-28
INTERPUMP GROUP EUR 0.52   2017-10-20 2017-12-28
SODASTREAM INTERNATIONAL LTD COM STK   2017-05-01 2018-01-02
SSP GROUP PLC ORD GBP 0.01   2017-06-23 2018-01-03
SSP GROUP PLC ORD GBP 0.01   2017-06-23 2018-01-04
KYOWA EXEO CORP NPV   2017-10-12 2018-01-04
RHEON AUTOMATIC MACHINERY CO NPV   2017-06-26 2018-01-04
NEXTEER AUTOMOTIVE GROUP LIMITED HKD0.1   2017-07-20 2018-01-05
RHEON AUTOMATIC MACHINERY CO NPV   2017-06-26 2018-01-05
TAIHEI DENGYO KAISHA NPV   2017-07-21 2018-01-05
ASTM S.P.A   2017-07-28 2018-01-05
EVOLUTION GAMING GROUP AB NPV   2017-06-26 2018-01-05
TOROMONT INDS LTD COM   2017-09-22 2018-01-09
YASKAWA ELECTRIC CORP NPV   2017-07-24 2018-01-10
TOKAI CARBON CO NPV   2017-07-27 2018-01-11
COSTA GROUP HOLDINGS LIMITED NPV   2017-06-23 2018-01-11
PUMA SE NPV   2017-06-23 2018-01-12
CONVIVIALITY PLC ORD GBP 0.0002   2017-06-23 2018-01-18
BENETEAU EUR 0.10   2017-12-20 2018-01-19
CONVIVIALITY PLC ORD GBP 0.0002   2017-06-23 2018-01-19
3SBIO INC   2017-09-07 2018-01-19
NEXTEER AUTOMOTIVE GROUP LIMITED HKD 0.1   2017-07-20 2018-01-22
ITALGAS SPA NPV   2017-06-23 2018-01-22
VTG AG NPV   2017-07-24 2018-01-24
VTG AG NPV   2017-07-24 2018-01-25
CKD CORP NPV   2017-09-22 2018-01-30
DAIFUKU CO LTD NPV   2017-06-23 2018-01-30
IDEC CORPORATION NPV   2017-09-13 2018-01-30
MITSUI MINING & SMELTING CO NPV   2017-08-14 2018-01-30
ROUND ONE CORP NPV   2017-09-28 2018-01-30
PALTAC CORPORATION   2017-06-23 2018-02-01
ASTM S.P.A   2017-07-28 2018-02-01
SILTRONIC AG NPV   2017-06-23 2018-02-02
BE SEMICONDUCTOR INDUSTRIES NV EUR 0.01   2017-06-23 2018-02-05
ULVAC INC NPV   2017-06-23 2018-02-06
EN-JAPAN INC. NPV   2017-06-23 2018-02-08
IRISO ELECTRONICS CO NPV   2017-08-04 2018-02-08
KYOWA EXEO CORP NPV   2017-10-12 2018-02-08
TSUBAKI NAKASHIMA CO LTD NPV   2017-06-14 2018-02-08
NITTOKU ENGINEERING CO NPV   2017-06-23 2018-02-13
NITTOKU ENGINEERING CO NPV   2017-05-30 2018-02-14
NABTESCO CORP NPV   2017-11-10 2018-02-15
ROUND ONE CORP NPV   2017-09-28 2018-02-15
FRUTAROM INDUSTRIES ILS1   2017-08-29 2018-02-15
SHO-BOND HOLDINGS CO LTD NPV   2017-06-23 2018-02-16
MASMOVIL IBERCOM EUR 0.10   2017-12-28 2018-02-21
TOWER SEMICONDUCTOR LTD   2017-08-31 2018-02-22
SUMITOMO HEAVY INDUSTRIES NPV   2017-11-02 2018-02-23
TOKAI CARBON CO NPV   2017-07-27 2018-02-23
ALTIUM NPV   2017-09-01 2018-02-27
THE A2 MILK COMPANY LTD NPV   2017-05-02 2018-02-27
ALTIUM NPV   2017-09-04 2018-03-02
FUJI SEAL INTERNATIONAL INC NPV   2017-06-23 2018-03-05
EBARA CORP ADR   2017-11-17 2018-03-06
FUJI SEAL INTERNATIONAL INC NPV   2017-06-23 2018-03-06
MAISONS DU MONDE EUR 3.24   2017-06-23 2018-03-07
FUJI SEAL INTERNATIONAL INC NPV   2017-06-08 2018-03-07
JUNGHEINRICH NON VTG PRF SHS NPV   2017-06-23 2018-03-08
FERROTEC HOLDINGS CORPORATION NPV   2017-10-13 2018-03-08
FUYO GENERAL LEASE CO LTD NPV   2017-06-30 2018-03-08
RHEON AUTOMATIC MACHINERY CO NPV   2017-06-23 2018-03-08
THE A2 MILK COMPANY LTD NPV   2017-05-02 2018-03-08
FUYO GENERAL LEASE CO LTD NPV   2017-06-30 2018-03-09
HARMONIC DRIVE SYSTEMS NPV   2017-07-20 2018-03-09
NET ONE SYSTEMS CO NPV   2017-10-23 2018-03-09
CKD CORP NPV   2017-09-22 2018-03-12
NET ONE SYSTEMS CO NPV   2017-10-23 2018-03-12
HOUSE FOODS GROUP INC   2017-08-02 2018-03-13
UBISOFT ENTERTAINMENT NPV   2017-06-23 2018-03-14
KYOWA EXEO CORP NPV   2017-10-12 2018-03-15
YOKOGAWA BRIDGE HOLDINGS CORP COMMON STOCK   2017-08-03 2018-03-15
YOKOGAWA BRIDGE HOLDINGS CORP COMMON STOCK   2017-08-03 2018-03-16
YOKOGAWA BRIDGE HOLDINGS CORP COMMON STOCK   2017-08-02 2018-03-19
PVTPL CRISPR THERAPEUTICS AG COM CHF 0.03   2018-01-25 2018-03-20
FUJI ELECTRIC HOLINDGS CO JPY 50   2017-10-30 2018-03-20
ISTYLE INC NPV   2018-02-06 2018-03-20
YOKOGAWA BRIDGE HOLDINGS CORP COMMON STOCK   2017-08-02 2018-03-20
ALTIUM NPV   2017-09-04 2018-03-20
ELIS EUR 1.00   2017-09-19 2018-03-22
MINTH GRP HKD 0.1   2017-06-23 2018-03-22
CANON MARKETING JAPAN INC   2017-10-25 2018-03-22
EN-JAPAN INC. NPV   2017-05-02 2018-03-22
DAIFUKU CO LTD NPV   2017-05-02 2018-03-26
DENKA COMPANY LIMITED NPV   2017-08-09 2018-03-26
FUJI MACHINE MANUFACTURING CO NPV   2017-08-15 2018-03-26
TSUBAKI NAKASHIMA CO LTD NPV   2017-06-23 2018-03-27
SAF HOLLAND EUR 0.01 (BR)   2018-01-10 2018-03-27
TSUBAKI NAKASHIMA CO LTD NPV   2017-06-23 2018-03-28
DOMETIC GROUP AB NPV   2017-11-30 2018-03-28
KINGBOARD LAMINATES HOLDINGS LTD HKD 0.10   2017-08-21 2018-03-29
THE A2 MILK COMPANY LTD NPV   2017-05-02 2018-03-29
EVOLUTION GAMING GROUP AB NPV   2017-06-26 2018-04-03
CARSALES.COM LTD NPV   2017-11-29 2018-04-04
NOMAD FOODS LIMITED COMMON STOCK   2017-12-06 2018-04-05
TOKAI CARBON CO NPV   2017-07-27 2018-04-05
V TECHNOLOGY NPV   2018-02-22 2018-04-05
CAPCOM CO LTD NPV   2018-01-30 2018-04-09
THK CO LTD NPV   2017-08-23 2018-04-09
DECHRA PHARMACEUTICALS ORD GBP 0.01   2017-06-23 2018-04-11
SODASTREAM INTERNATIONAL LTD COM STK   2017-05-01 2018-04-11
RHI MAGNESITA N.V.   2017-09-27 2018-04-11
WORLDLINE EUR 0.68   2017-10-05 2018-04-12
RHI MAGNESITA N.V.   2017-09-26 2018-04-12
MONCLER SPA NPV   2017-05-02 2018-04-12
TECHNOGYM S P A   2017-10-31 2018-04-12
REDROW ORD GBP 0.10   2017-09-06 2018-04-13
KENEDIX INC NPV   2017-12-01 2018-04-13
CLEANAWAY WASTE MGMT LTD   2017-12-18 2018-04-13
SSP GROUP PLC(DUMMY CASH LINE)   2017-06-23 2018-04-16
CHINASOFT INTERNATIONAL LIMITED HKD 0.05 (POST B/L CHANGE)   2017-11-23 2018-04-18
LI NING CO LTD HKD 0.1   2018-03-13 2018-04-18
SSY GROUP LIMITED HKD 0.02   2018-04-03 2018-04-18
EN-JAPAN INC. NPV   2017-05-02 2018-04-18
FOSTER ELECTRIC CO NPV   2018-02-01 2018-04-18
KUREHA CORPORATION   2017-10-27 2018-04-18
K.WAH INTERNATIONAL HLDGS HKD 0.10 COM STK   2018-02-02 2018-04-19
FOSTER ELECTRIC CO NPV   2018-02-01 2018-04-19
IREN SPA EUR1   2017-06-23 2018-04-19
CHINA WATER AFFAIR GROUP LTD HKD 0.01   2017-12-04 2018-04-20
K.WAH INTERNATIONAL HLDGS HKD0.10 COM STK   2018-02-02 2018-04-20
FOSTER ELECTRIC CO NPV   2018-02-01 2018-04-20
IDEC CORPORATION NPV   2017-09-13 2018-04-20
K.WAH INTERNATIONAL HLDGS HKD0.10 COM STK   2018-02-05 2018-04-23
IDEC CORPORATION NPV   2017-09-13 2018-04-23
KWG GROUP HOLDINGS LTD   2018-01-03 2018-04-24
IDEC CORPORATION NPV   2017-09-12 2018-04-24
BE SEMICONDUCTOR INDUSTRIES NV EUR0.01   2017-06-23 2018-04-24
BW OFFSHORE LTD   2018-01-04 2018-04-25
IDEC CORPORATION NPV   2017-09-12 2018-04-25
RHEINMETALL AG NPV   2017-06-23 2018-04-26
GVC HLDGS PLC ORD EUR 0.01   2017-09-15 2018-04-26
IDEC CORPORATION NPV   2017-09-12 2018-04-26
BE SEMICONDUCTOR INDUSTRIES NV EUR 0.01   2017-06-23 2018-04-26
HI-P INTERNATIONAL NPV   2018-02-23 2018-04-26
CHINASOFT INTERNATIONAL LIMITED HKD 0.05 (POST B/L CHANGE)   2017-11-23 2018-04-27
DKS CO. LTD. NPV   2018-02-05 2018-04-27
DKS CO. LTD. NPV   2018-02-06 2018-05-01
ZEON CORPORATION NPV   2017-08-02 2018-05-01
LIVANOVA PLC ORD GBP 1.00 (DI)   2017-11-20 2018-05-02
MONCLER SPA NPV   2017-05-02 2018-05-02
METSA BOARD OYJ   2018-01-11 2018-05-02
BENETEAU EUR0.10   2017-12-20 2018-05-03
EQUINITI GROUP PLC ORD GBP 0.001   2018-03-13 2018-05-04
UMS HLDGS LTD NPV   2018-03-13 2018-05-07
EQUINITI GROUP PLC ORD GBP 0.001   2018-03-13 2018-05-08
ISTYLE INC NPV   2018-02-06 2018-05-08
FRUTAROM INDUSTRIES ILS1   2017-08-29 2018-05-08
UMS HLDGS LTD NPV   2018-03-12 2018-05-08
EQUINITI GROUP PLC ORD GBP 0.001   2018-03-13 2018-05-09
FERROTEC HOLDINGS CORPORATION NPV   2017-10-13 2018-05-09
TGS-NOPEC GEOPHYSICAL COMPANY NOK 0.25   2018-04-12 2018-05-09
BAYTEX ENERGY CORP COM   2018-04-30 2018-05-10
CALFRAC WELL SVCS LTD COM   2017-11-10 2018-05-10
ENERPLUS CORP   2018-01-12 2018-05-10
FERROTEC HOLDINGS CORPORATION NPV   2017-10-13 2018-05-10
ENERPLUS CORP   2018-01-12 2018-05-11
SBI HLDGS INC NPV   2017-12-15 2018-05-11
SUSHIRO GLOBAL HLDGS LTD NPV   2017-12-12 2018-05-11
V TECHNOLOGY NPV   2018-02-22 2018-05-11
XERO LIMITED NPV   2018-03-27 2018-05-11
MMG LTD NPV   2018-01-26 2018-05-11
SIXT SE ORD NPV   2017-10-23 2018-05-14
KONGSBERG GRUPPEN ASA NOK 1.25   2018-03-15 2018-05-16
GREAT CANADIAN GAMING CORP COM NPV   2018-05-03 2018-05-18
SSP GROUP PLC ORD GBP 0.01033333   2017-06-23 2018-05-18
SEINO HOLDINGS NPV   2017-12-11 2018-05-18
PVTPL CRISPR THERAPEUTICS AG COM CHF 0.03   2018-01-25 2018-05-22
VAT GROUP AG CHF 0.10   2017-06-23 2018-05-22
MATSUMOTOKIYOSHI HOLDINGS CO LTD NPV   2017-10-18 2018-05-22
CHINA EDUCATION GP HLDGS LTD HKD 0.00001   2018-03-06 2018-05-23
FU SHOU YUAN INTERNATIONAL   2018-03-29 2018-05-23
3SBIO INC   2017-09-07 2018-05-23
YIHAI INTERNATIONAL HOLDING LTD USD 0.00001   2018-03-09 2018-05-23
IRISO ELECTRONICS CO NPV   2017-08-04 2018-05-23
KH NEOCHEM CO LTD NPV   2018-03-05 2018-05-23
ATS AUTOMATION TOOLING SYSTEM INC COM NPV   2018-01-18 2018-05-25
NAGACORP LTD HKD 0.0125   2018-02-15 2018-05-25
BW OFFSHORE LTD   2018-01-02 2018-05-28
CHINA MAPLE LEAF EDUC SYS LTD HKD 0.001   2018-04-13 2018-05-28
SANKYU INC NPV   2017-08-04 2018-05-28
BEIJING TONG REN TANG CHINESE MEDIC NPV   2018-03-28 2018-05-28
SODASTREAM INTERNATIONAL LTD COM STK   2017-06-22 2018-05-29
SODASTREAM INTERNATIONAL LTD COM STK   2017-06-22 2018-05-30
RHEINMETALL AG NPV   2017-06-23 2018-06-01
ASR NEDERLAND NV EUR 0.16   2018-04-13 2018-06-04
FORFARMERS NV EUR 0.01   2018-04-06 2018-06-04
FORFARMERS NV EUR 0.01   2018-04-06 2018-06-05
FORFARMERS NV EUR 0.01   2018-04-05 2018-06-06
PREMIUM BRANDS HLDGS CORP COM   2018-03-21 2018-06-07
TALEND SA ADR EACH REP 1 ORD SHS   2018-03-01 2018-06-07
ERCROS SA EUR 0.30   2018-03-29 2018-06-08
BW OFFSHORE LTD   2018-01-02 2018-06-08
CHINA EDUCATION GP HLDGS LTD HKD 0.00001   2018-03-06 2018-06-08
YIHAI INTERNATIONAL HOLDING LTD USD 0.00001   2018-03-09 2018-06-08
ZHONGSHENG GROUP HOLDINGS LIMITED HKD 0.0001   2018-04-11 2018-06-08
SUSHIRO GLOBAL HLDGS LTD NPV   2017-12-12 2018-06-08
ERAMET EUR 3.05   2018-04-18 2018-06-12
BW OFFSHORE LTD   2018-01-03 2018-06-12
CIE AUTOMOTIVE SA EUR 0.25   2017-10-13 2018-06-13
BW OFFSHORE LTD   2018-01-03 2018-06-13
CAPCOM CO LTD NPV   2018-01-30 2018-06-13
FANCL CORP NPV   2018-04-09 2018-06-13
CALFRAC WELL SVCS LTD COM   2017-11-10 2018-06-14
BW OFFSHORE LTD   2017-12-22 2018-06-14
CALFRAC WELL SVCS LTD COM   2017-11-15 2018-06-15
MASMOVIL IBERCOM EUR 0.10   2017-12-28 2018-06-15
CALFRAC WELL SVCS LTD COM   2017-11-15 2018-06-18
BAYTEX ENERGY CORP COM   2018-04-30 2018-06-19
COCOKARA FINE INC NPV   2018-05-18 2018-06-21
KURA CORPORATION NPV   2018-03-08 2018-06-21
HORIBA LTD NPV   2018-05-11 2018-06-22
STARS GROUP INC COMN STOCK   2018-04-24 2018-06-25
CIE AUTOMOTIVE SA EUR 0.25   2017-10-13 2018-06-25
MARTINREA INTL INC COM   2018-05-08 2018-06-26
FU SHOU YUAN INTERNATIONAL   2018-03-29 2018-06-26
SSY GROUP LIMITED HKD 0.02   2018-04-03 2018-06-26
HUA HONG SEMICONDUCTOR LIMITED NPV   2018-01-05 2018-06-26
MMG LTD NPV   2018-01-26 2018-06-26
MARTINREA INTL INC COM   2018-05-08 2018-06-27
CHINA NATIONAL BUILDING MATERIAL CO HCNY1   2018-04-04 2018-06-28
MMG LTD NPV   2018-01-26 2018-06-28
HEALTH & HAPPINESS (H&H) INTL HLDGS HKD 0.01   2018-03-28 2018-07-03
COLOWIDE CO LTD NPV   2018-04-05 2018-07-03
JAPAN INVESTMENT ADVISER CO LTD NPV   2018-05-08 2018-07-03
SBI HLDGS INC NPV   2017-12-15 2018-07-03
ADVANCED MEDIA INC (JAPAN) NPV   2018-05-23 2018-07-04
ADVANCED MEDIA INC (JAPAN) NPV   2018-05-22 2018-07-05
MUSASHI SEIMITSU IND NPV   2018-05-02 2018-07-06
ZHONGSHENG GROUP HOLDINGS LIMITED HKD 0.0001   2018-04-11 2018-07-09
CAPCOM CO LTD NPV   2018-01-30 2018-07-11
AEON FANTASY CO LTD NPV   2018-04-11 2018-07-13
ERCROS SA EUR 0.30   2018-03-28 2018-07-16
BORR DRILLING LIMITED USD 0.01   2018-05-22 2018-07-16
LI NING CO LTD HKD 0.1   2018-03-13 2018-07-16
SJM HOLDINGS LIMITED NPV   2018-05-04 2018-07-16
ZENSHO HOLDINGS CO LTD NPV   2018-03-26 2018-07-17
BAYCURRENT CONSULTING INC NPV   2018-04-27 2018-07-19
INTERFOR CORP COM   2018-02-15 2018-07-20
YIHAI INTERNATIONAL HOLDING LTD USD 0.00001   2018-03-09 2018-07-20
BAYCURRENT CONSULTING INC NPV   2018-04-26 2018-07-20
CYBER AGENT NPV   2018-04-19 2018-07-20
FANCL CORP NPV   2018-04-09 2018-07-20
INTERFOR CORP COM   2018-02-15 2018-07-23
NIHON UNISYS NPV   2018-05-28 2018-07-23
SUSHIRO GLOBAL HLDGS LTD NPV   2017-12-12 2018-07-23
GREAT CANADIAN GAMING CORP COM NPV   2018-05-03 2018-07-24
PREMIUM BRANDS HLDGS CORP COM   2018-03-21 2018-07-24
PVTPL CRISPR THERAPEUTICS AG COM CHF 0.03   2018-01-25 2018-07-24
METSA BOARD OYJ   2018-01-11 2018-07-24
ASCENTIAL PLC ORD GBP 0.01   2018-02-28 2018-07-27
FU SHOU YUAN INTERNATIONAL   2018-03-29 2018-07-27
CYBER AGENT NPV   2018-04-19 2018-07-27
ALTIUM NPV   2017-09-04 2018-07-27
SSY GROUP LIMITED HKD 0.02   2018-04-03 2018-07-30
ST BARBARA LIMITED NPV   2018-07-09 2018-07-30
SSY GROUP LIMITED HKD 0.02   2018-04-03 2018-07-31
CHINA WATER AFFAIR GROUP LTD HKD 0.01   2017-12-04 2018-08-01
SSY GROUP LIMITED HKD 0.02   2018-04-03 2018-08-01
TGS-NOPEC GEOPHYSICAL COMPANY NOK 0.25   2018-04-12 2018-08-02
MCDONALDS HOLDINGS COMPANY(JAPAN) NPV   2018-06-08 2018-08-03
STARZEN CO LTD NPV   2018-06-13 2018-08-06
3SBIO INC   2017-09-07 2018-08-07
JAPAN INVESTMENT ADVISER CO LTD NPV   2018-05-08 2018-08-07
STARZEN CO LTD NPV   2018-06-14 2018-08-07
MEG ENERGY CORP COM   2018-06-28 2018-08-08
MARUHA NICHIRO CORPORATION NPV   2018-05-09 2018-08-08
STARZEN CO LTD NPV   2018-06-07 2018-08-08
PAREX RES INC COM   2018-05-11 2018-08-09
ZENSHO HOLDINGS CO LTD NPV   2018-03-26 2018-08-10
SQUARE ENIX HOLDINGS CO LTD NPV   2018-06-22 2018-08-13
STARS GROUP INC COMN STOCK   2018-04-24 2018-08-14
CHINA MAPLE LEAF EDUC SYS LTD HKD 0.001   2018-04-16 2018-08-14
CHINA EDUCATION GP HLDGS LTD HKD 0.00001   2018-03-06 2018-08-14
MATSUMOTOKIYOSHI HOLDINGS CO LTD NPV   2017-10-18 2018-08-14
CHINA MAPLE LEAF EDUC SYS LTD HKD 0.001   2018-04-16 2018-08-15
CHINA EDUCATION GP HLDGS LTD HKD 0.00001   2018-03-06 2018-08-15
HEALTH & HAPPINESS (H&H) INTL HLDGS HKD 0.01   2018-03-28 2018-08-16
SAMTY CO.LTD. NPV   2018-04-19 2018-08-17
BORR DRILLING LIMITED USD 0.01   2018-05-22 2018-08-20
SAMTY CO.LTD. NPV   2018-04-19 2018-08-20
AMG ADVANCED METALLURGICAL GROUP NV EUR 0.02   2018-05-21 2018-08-20
BORR DRILLING LIMITED USD 0.01   2018-05-22 2018-08-21
SAMTY CO.LTD. NPV   2018-04-19 2018-08-21
BORR DRILLING LIMITED USD 0.01   2018-05-22 2018-08-22
MONEY FORWARD INC NPV   2018-06-04 2018-08-22
SAMTY CO.LTD. NPV   2018-04-18 2018-08-22
AFTERPAY TOUCH GROUP LTD NPV   2018-07-03 2018-08-22
ARUHI CORPORATION NPV   2018-06-11 2018-08-23
SWEDISH ORPHAN BIOVITRUM AB NPV   2018-05-02 2018-08-23
HKBN LTD HKD 0.0001   2018-06-27 2018-08-27
ALTIUM NPV   2017-09-04 2018-08-27
APPEN LTD NPV   2018-06-14 2018-08-27
AFTERPAY TOUCH GROUP LTD NPV   2018-07-03 2018-08-27
COLOUR LIFE SERVICES GROUP CO LTD HKD 0.1   2018-06-14 2018-08-28
SPEEDCAST INTL LTD NPV   2018-04-26 2018-08-29
COMPUTACENTER ORD GBP 0.075555   2018-07-16 2018-09-03
TECHNOGYM S P A   2017-10-31 2018-09-03
COMPUTACENTER ORD GBP 0.075555   2018-07-16 2018-09-04
COMPUTACENTER ORD GBP 0.075555   2018-07-16 2018-09-05
OUTSOURCING INC NPV   2018-07-19 2018-09-05
XERO LIMITED NPV   2018-03-27 2018-09-05
SCHOELLER BLECKMANN OILFIELD EUR1 (BR)   2018-04-17 2018-09-10
LI NING CO LTD HKD 0.1   2018-03-13 2018-09-10
HUA HONG SEMICONDUCTOR LIMITED NPV   2018-01-05 2018-09-10
RENOVA INC NPV   2018-07-20 2018-09-11
FANCL CORP NPV   2018-04-09 2018-09-13
TAIYO YUDEN CO LTD NPV   2018-06-19 2018-09-13
NOLATO AB SERBNPV   2018-04-26 2018-09-14
NOLATO AB SERBNPV   2018-04-26 2018-09-17
SOFTCAT PLC ORD GBP 0.0005   2018-03-09 2018-09-24
SINOTRUK (HONG KONG) LTD NPV   2018-09-14 2018-09-24
SOFTCAT PLC ORD GBP 0.0005   2018-03-09 2018-09-25
TALEND SA ADR EACH REP 1 ORD SHS   2018-03-01 2018-09-26
TALEND SA ADR EACH REP 1 ORD SHS   2018-03-01 2018-09-27
OCADO GROUP PLC ORD GBP 0.02   2018-05-23 2018-09-27
BURFORD CAPITAL LTD ORD NPV   2018-03-15 2018-09-28
RENOVA INC NPV   2018-07-20 2018-10-02
TAKARA BIO INC NPV   2018-05-16 2018-10-02
CARSALES.COM LTD NPV   2018-08-23 2018-10-02
COLLIERS INTL GROUP INC COMMON STOCK   2018-02-15 2018-10-03
ATS AUTOMATION TOOLING SYSTEM INC COM NPV   2018-01-18 2018-10-04
FUJI SOFT INC NPV   2018-08-10 2018-10-04
GENKI SUSHI CO LTD NPV   2018-09-06 2018-10-04
KH NEOCHEM CO LTD NPV   2018-08-13 2018-10-04
SBI HLDGS INC NPV   2017-12-15 2018-10-04
SOLASTO CORPORATION NPV   2018-06-01 2018-10-04
MORPHOSYS NPV   2018-06-20 2018-10-05
OCADO GROUP PLC ORD GBP 0.02   2018-05-23 2018-10-05
ZENRIN CO LTD NPV   2018-07-27 2018-10-05
GRIEG SEAFOOD NOK4   2018-05-18 2018-10-10
CHINA COMMUNICATIONS SERVICES CORP HCNY1   2018-08-17 2018-10-10
HOTTO LINK INC EQUITY   2018-06-29 2018-10-11
CHINA WATER AFFAIR GROUP LTD HKD 0.01   2017-12-04 2018-10-12
DALATA HOTEL GROUP PLC ORD EUR 0.01   2018-03-21 2018-10-12
HOTTO LINK INC EQUITY   2018-06-28 2018-10-12
SWEDISH ORPHAN BIOVITRUM AB NPV   2018-05-02 2018-10-12
THULE GROUP AB NPV   2018-04-27 2018-10-12
CHINA WATER AFFAIR GROUP LTD HKD 0.01   2017-12-04 2018-10-15
HOTTO LINK INC EQUITY   2018-06-28 2018-10-15
CHINA WATER AFFAIR GROUP LTD HKD 0.01   2017-12-04 2018-10-16
ENERPLUS CORP   2018-01-12 2018-10-18
ERCROS SA EUR 0.30   2018-03-27 2018-10-18
SOFTCAT PLC ORD GBP 0.0005   2018-03-09 2018-10-18
AFTERPAY TOUCH GROUP LTD NPV   2018-07-03 2018-10-18
NOBINA AB NPV   2018-06-27 2018-10-18
ERCROS SA EUR 0.30   2018-03-27 2018-10-19
KINGDEE INTL SOFTWARE GROUP HKD 0.025   2018-08-10 2018-10-19
ERCROS SA EUR 0.30   2018-03-26 2018-10-22
SWISSQUOTE GROUP HOLDING LTD CHF 0.20 (REGD)(POST SUBD)   2018-08-08 2018-10-22
ERCROS SA EUR 0.30   2018-03-26 2018-10-23
DALATA HOTEL GROUP PLC ORD EUR 0.01   2018-03-21 2018-10-23
SWISSQUOTE GROUP HOLDING LTD CHF 0.20 (REGD)(POST SUBD)   2018-08-08 2018-10-23
ERCROS SA EUR 0.30   2018-03-26 2018-10-24
DALATA HOTEL GROUP PLC ORD EUR 0.01   2018-03-21 2018-10-24
SWISSQUOTE GROUP HOLDING LTD CHF 0.20 (REGD)(POST SUBD)   2018-08-10 2018-10-24
ERCROS SA EUR 0.30   2018-03-26 2018-10-25
DALATA HOTEL GROUP PLC ORD EUR 0.01   2018-03-21 2018-10-25
BEIJER REF AB SERBNPV   2018-07-26 2018-10-25
SAAB AB SERBNPV   2018-10-02 2018-10-25
DALATA HOTEL GROUP PLC ORD EUR 0.01   2018-03-20 2018-10-26
ARUHI CORPORATION NPV   2018-06-11 2018-10-26
F.C.C. CO LTD NPV   2018-08-02 2018-10-26
TRUST TECH INC. NPV   2018-08-15 2018-10-26
BEIJER REF AB SERBNPV   2018-07-25 2018-10-26
THULE GROUP AB NPV   2018-04-27 2018-10-26
DALATA HOTEL GROUP PLC ORD EUR 0.01   2018-03-20 2018-10-29
TRUST TECH INC. NPV   2018-08-16 2018-10-29
DALATA HOTEL GROUP PLC ORD EUR 0.01   2018-03-20 2018-10-30
TRUST TECH INC. NPV   2018-08-16 2018-10-30
NORWEGIAN FINANCE HOLDING AS COM STK   2018-08-21 2018-10-30
CORPORATE TRAVEL MANAGEMENT LTD, BRISBANE QLD   2018-06-25 2018-11-01
SWEDISH ORPHAN BIOVITRUM AB NPV   2018-05-02 2018-11-01
F.C.C. CO LTD NPV   2018-08-02 2018-11-06
ATS AUTOMATION TOOLING SYSTEM INC COM NPV   2018-01-18 2018-11-07
TALEND SA ADR EACH REP 1 ORD SHS   2018-03-01 2018-11-08
SYNLAIT MILK LTD NPV   2018-04-20 2018-11-08
SINOTRUK (HONG KONG) LTD NPV   2018-09-14 2018-11-08
SYNLAIT MILK LTD NPV   2018-04-20 2018-11-09
ARUHI CORPORATION NPV   2018-06-08 2018-11-12
KH NEOCHEM CO LTD NPV   2018-08-13 2018-11-12
SYNLAIT MILK LTD NPV   2018-04-20 2018-11-12
SYNLAIT MILK LTD NPV   2018-04-20 2018-11-12
ARUHI CORPORATION NPV   2018-06-08 2018-11-13
KH NEOCHEM CO LTD NPV   2018-08-13 2018-11-13
SYNLAIT MILK LTD NPV   2018-04-20 2018-11-13
PARKLAND FUEL CORP COM   2018-10-12 2018-11-14
BORUSSIA DORTMUND KGAA NPV   2018-10-19 2018-11-14
GIKEN LTD NPV   2018-10-18 2018-11-14
MEIKO ELECTRONICS CO NPV   2018-10-17 2018-11-14
SYNLAIT MILK LTD NPV   2018-04-20 2018-11-14
NET ONE SYSTEMS CO NPV   2018-07-30 2018-11-16
RENOVA INC NPV   2018-07-20 2018-11-16
COLOWIDE CO LTD NPV   2018-04-05 2018-11-19
RENOVA INC NPV   2018-07-20 2018-11-19
RYOBI LTD NPV   2018-08-07 2018-11-19
TAKARA BIO INC NPV   2018-05-16 2018-11-19
ZENRIN CO LTD NPV   2018-07-27 2018-11-19
WIX.COM LTD COM ILS 0.01   2018-06-14 2018-11-19
BEIJING TONG REN TANG CHINESE MEDIC NPV   2018-03-28 2018-11-19
BURFORD CAPITAL LTD ORD NPV   2018-03-15 2018-11-20
COLOWIDE CO LTD NPV   2018-04-05 2018-11-20
BLUE PRISM GROUP PLC ORD GBP 0.01   2018-08-29 2018-11-21
YIHAI INTERNATIONAL HOLDING LTD USD 0.00001   2018-03-09 2018-11-21
RYOBI LTD NPV   2018-08-07 2018-11-21
BASIC-FIT N.V. EUR 0.06   2018-06-27 2018-11-21
RYOBI LTD NPV   2018-08-07 2018-11-22
SBI HLDGS INC NPV   2017-12-15 2018-11-22
RYOBI LTD NPV   2018-08-07 2018-11-26
TOROMONT INDS LTD COM   2018-07-27 2018-11-27
GENKI SUSHI CO LTD NPV   2018-09-06 2018-11-27
NOBINA AB NPV   2018-06-27 2018-11-27
SOFTCAT PLC ORD GBP 0.0005   2018-03-09 2018-11-28
GRIEG SEAFOOD NOK4   2018-05-18 2018-11-28
EVOLUTION GAMING GROUP AB NPV   2018-07-24 2018-11-28
NAKANISHI INC NPV   2018-10-29 2018-11-29
EVOLUTION GAMING GROUP AB NPV   2018-07-24 2018-11-29
NAKANISHI INC NPV   2018-10-29 2018-11-30
SSP GROUP PLC ORD GBP 0.01033333   2017-05-02 2018-05-18
THE A2 MILK COMPANY LTD NPV   2017-05-02 2018-05-21
VAT GROUP AG CHF 0.10   2017-05-02 2018-05-22
SODASTREAM INTERNATIONAL LTD COM STK   2017-05-01 2018-05-22
SODASTREAM INTERNATIONAL LTD COM STK   2017-05-01 2018-05-29
RHEINMETALL AG NPV   2017-05-02 2018-06-01
COSTA GROUP HOLDINGS LIMITED NPV   2017-06-23 2018-06-25
RHEON AUTOMATIC MACHINERY CO NPV   2017-06-23 2018-06-27
RHEON AUTOMATIC MACHINERY CO NPV   2017-06-23 2018-06-28
RHEON AUTOMATIC MACHINERY CO NPV   2017-06-23 2018-06-29
RHEON AUTOMATIC MACHINERY CO NPV   2017-06-22 2018-07-02
RHEON AUTOMATIC MACHINERY CO NPV   2017-06-22 2018-07-03
RHEON AUTOMATIC MACHINERY CO NPV   2017-06-22 2018-07-04
MONCLER SPA NPV   2017-06-23 2018-08-02
COSTA GROUP HOLDINGS LIMITED NPV   2017-06-23 2018-08-27
DECHRA PHARMACEUTICALS ORD GBP 0.01   2017-06-23 2018-09-05
COSTA GROUP HOLDINGS LIMITED NPV   2017-06-23 2018-09-05
COSTA GROUP HOLDINGS LIMITED NPV   2017-05-02 2018-09-06
SANKYU INC NPV   2017-08-04 2018-11-16
SIXT SE ORD NPV   2017-10-23 2018-11-28
NTGI-QM COMMON DAILY S&P 500 EQUITY INDEX FD   2017-11-30 2017-12-04
NTGI-QM COMMON DAILY S&P 500 EQUITY INDEX FD     2018-11-30
MFB NTGI EAFE INDEX FUND - NON LENDING     2018-11-30
NTGI-QM COMMON DAILY S&P 500 EQUITY INDEX     2018-11-30
MFB NTGI EAFE INDEX FUND - NON LENDING     2018-11-30
MFO LONGLEAF PARTNERS FDS TR SH BEN INT   2017-12-28 2018-07-31
MFO LONGLEAF PARTNERS FDS TR SH BEN INT   2016-12-29 2018-07-31
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2017-11-30 2017-12-06
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2017-05-01 2017-12-18
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2017-12-29 2018-01-03
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2017-05-08 2018-01-08
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-10 2018-02-08
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-10 2018-02-15
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-10 2018-04-05
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-10 2018-04-16
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-10 2018-05-01
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-10 2018-05-07
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-10 2018-05-29
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-10 2018-06-11
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-10 2018-07-02
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-10 2018-07-12
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-10 2018-07-31
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-31 2018-08-07
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-31 2018-09-05
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-31 2018-09-24
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-31 2018-10-01
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-31 2018-10-10
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-31 2018-10-15
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-31 2018-10-18
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-31 2018-10-22
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-31 2018-10-30
PIMCO FUNDS TOTAL RETURN FUND INSTL CLASS   2018-01-31 2018-11-05
Highclere - Flow-thru from schedule K-1     2017-12-31
Highclere - Flow-thru from schedule K-1     2017-12-31
Nippon Value Investors JET - Flow-thru from schedule K-1     2017-12-31
Nippon Value Investors JET - Flow-thru from schedule K-1     2017-12-31
Thirteen Partners     2017-12-31
Bay Pond     2017-12-31
Spindrift     2017-05-31
Capital Gains Dividends P    
(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 38,658   21,237 17,421
b 38,513   36,846 1,667
c 24,775   15,451 9,324
d 34,165   30,525 3,640
e 36,516   28,188 8,328
32,866   18,441 14,425
168,127   159,729 8,398
27   24 3
36,817   27,679 9,138
44,139   29,114 15,025
67,458   66,468 990
59,887   56,829 3,058
55,104   51,674 3,430
28,286   24,662 3,624
25   24 1
187,483   190,380 -2,897
52,287   41,442 10,845
173,644   157,568 16,076
26,618   24,986 1,632
40   36 4
28,133   23,992 4,141
26,991   20,175 6,816
198,707   195,515 3,192
181,598   169,069 12,529
212,608   183,874 28,734
197,641   209,474 -11,833
41,904   34,292 7,612
46,730   24,998 21,732
39,100   30,151 8,949
206,635   211,827 -5,192
34,883   27,744 7,139
39,669   26,879 12,790
29,149   19,793 9,356
37,390   30,338 7,052
34,359   22,759 11,600
50,112   37,134 12,978
30,307   18,143 12,164
12   14 -2
43,075   31,165 11,910
43,197   29,756 13,441
191,921   203,909 -11,988
219,202   117,116 102,086
42,238   19,296 22,942
27,689   20,979 6,710
162,789   167,920 -5,131
24,285   20,649 3,636
44,759   38,511 6,248
167,670   142,794 24,876
37,106   28,993 8,113
229,137   185,669 43,468
221,467   177,343 44,124
92,811   85,372 7,439
126,709   121,657 5,052
54,788   41,501 13,287
40,335   15,841 24,494
36,416   25,548 10,868
211,009   193,167 17,842
48,613   35,296 13,317
213,233   149,207 64,026
230,680   181,418 49,262
207,366   103,181 104,185
16,286   9,554 6,732
159,062   137,265 21,797
32,365   16,621 15,744
30,057   22,895 7,162
28,525   24,321 4,204
35,052   27,205 7,847
85,881   67,618 18,263
97,364   76,276 21,088
212,132   208,299 3,833
189,186   162,496 26,690
28,898   24,862 4,036
194,854   150,592 44,262
40,058   31,523 8,535
215,087   213,768 1,319
174,669   200,030 -25,361
43,439   15,363 28,076
25,408   12,877 12,531
32,509   8,085 24,424
50,780   25,984 24,796
83,347   73,764 9,583
187,801   216,698 -28,897
69,177   59,195 9,982
196,857   179,897 16,960
48,773   42,305 6,468
195,504   159,239 36,265
23,279   18,480 4,799
152,774   133,176 19,598
27,926   15,372 12,554
30,580   7,999 22,581
42,692   36,924 5,768
177,336   130,725 46,611
172,162   150,446 21,716
180,057   162,342 17,715
37,086   32,322 4,764
242,353   212,144 30,209
229,706   133,937 95,769
195,072   163,322 31,750
30,872   24,122 6,750
55,377   43,540 11,837
43,030   34,733 8,297
50,651   39,872 10,779
205,951   211,576 -5,625
47,974   42,569 5,405
81,494   67,494 14,000
31,353   14,937 16,416
200,024   212,109 -12,085
217,384   176,350 41,034
209,699   209,549 150
23,027   8,819 14,208
165,607   76,799 88,808
201,236   186,267 14,969
220,077   197,718 22,359
144,254   114,133 30,121
205,669   227,766 -22,097
42,086   32,715 9,371
218,529   226,178 -7,649
195,965   206,222 -10,257
23,565   6,378 17,187
186,651   155,496 31,155
207,463   229,356 -21,893
197,117   210,640 -13,523
158,874   80,547 78,327
45,158   39,283 5,875
36,521   35,854 667
208,571   203,400 5,171
56,830   33,795 23,035
49,851   29,123 20,728
132,631   97,032 35,599
207,579   197,058 10,521
104,992   77,886 27,106
38,019   22,818 15,201
37,959   30,023 7,936
205,663   198,394 7,269
186,258   214,367 -28,109
193,256   218,241 -24,985
6,318   4,122 2,196
57,280   45,153 12,127
35,634   31,223 4,411
45,478   42,009 3,469
171,895   79,576 92,319
66,274   84,099 -17,825
190,923   182,384 8,539
74,198   86,271 -12,073
51,720   66,379 -14,659
238,171   178,941 59,230
39,046   35,394 3,652
50,838   59,609 -8,771
72,146   94,114 -21,968
49,846   44,452 5,394
64,205   75,726 -11,521
29,793   26,682 3,111
218,134   224,727 -6,593
27,852   24,856 2,996
23,198   13,782 9,416
60,810   44,970 15,840
24,638   22,240 2,398
41,363   31,057 10,306
221,228   202,519 18,709
48,692   44,009 4,683
169,385   120,065 49,320
187,269   251,582 -64,313
181,751   172,746 9,005
81,983   119,435 -37,452
75,794   110,807 -35,013
203,473   211,042 -7,569
203,234   212,276 -9,042
36,396   20,177 16,219
39,586   32,110 7,476
183,945   196,808 -12,863
48,382   59,410 -11,028
123,382   156,233 -32,851
45,593   55,858 -10,265
178,206   203,151 -24,945
224,419   180,959 43,460
67,476   85,563 -18,087
106,687   132,501 -25,814
70,425   61,392 9,033
22,520   21,285 1,235
41,707   39,917 1,790
50,190   37,005 13,185
16,846   15,205 1,641
110,513   96,953 13,560
26,814   24,131 2,683
40,309   31,784 8,525
32,125   23,503 8,622
189,501   177,355 12,146
36,959   34,060 2,899
39,138   33,352 5,786
67,622   43,282 24,340
223,706   234,675 -10,969
44,181   32,867 11,314
40,652   29,584 11,068
220,809   211,098 9,711
52,895   33,924 18,971
94,235   84,486 9,749
30,976   22,588 8,388
59,561   43,213 16,348
40,874   36,879 3,995
43,399   27,547 15,852
26,393   26,753 -360
203,996   148,565 55,431
196,791   227,060 -30,269
40,695   35,445 5,250
208,667   222,829 -14,162
40,128   31,058 9,070
39,990   31,489 8,501
39,461   29,406 10,055
44,983   38,418 6,565
1,369   836 533
132,620   80,633 51,987
64,818   50,369 14,449
203,202   238,227 -35,025
44,364   48,514 -4,150
97,276   105,619 -8,343
86,787   94,445 -7,658
48,291   47,491 800
44,408   38,346 6,062
28,639   32,971 -4,332
19,215   16,483 2,732
58,996   37,743 21,253
29,787   26,683 3,104
55,055   47,507 7,548
72,432   45,789 26,643
183,536   232,584 -49,048
68,002   57,672 10,330
67,521   47,219 20,302
64,161   53,664 10,497
27,950   25,140 2,810
54,448   42,869 11,579
6,566   6,725 -159
59,286   47,411 11,875
108,818   116,456 -7,638
220,223   193,183 27,040
57,713   58,809 -1,096
159,303   210,258 -50,955
192,327   239,480 -47,153
229,049   228,098 951
197,632   243,719 -46,087
54,286   47,123 7,163
205,502   170,278 35,224
104,172   122,891 -18,719
31,874   26,839 5,035
33,250   26,629 6,621
91,177   63,212 27,965
24,269   24,353 -84
87,336   104,633 -17,297
187,985   235,847 -47,862
186,507   191,223 -4,716
35,808   40,258 -4,450
38,829   38,016 813
26,280   27,748 -1,468
38,772   32,262 6,510
63,207   102,583 -39,376
85,107   144,035 -58,928
198,317   234,963 -36,646
172,639   206,331 -33,692
211,673   196,782 14,891
200,690   240,635 -39,945
51,810   48,111 3,699
32,376   37,181 -4,805
38,849   35,368 3,481
246,533   226,030 20,503
31,687   33,148 -1,461
133,932   169,117 -35,185
107,911   121,491 -13,580
57,515   44,238 13,277
45,604   60,558 -14,954
54,666   48,747 5,919
29,873   24,336 5,537
96,113   110,742 -14,629
25,939   27,290 -1,351
27,324   18,010 9,314
20,456   17,149 3,307
192,196   207,106 -14,910
208,791   162,891 45,900
218,273   197,320 20,953
237,940   251,610 -13,670
180,276   180,850 -574
182,510   182,737 -227
13,995   7,031 6,964
50,652   47,034 3,618
191,018   234,491 -43,473
72,462   68,561 3,901
59,933   42,106 17,827
64,679   60,863 3,816
48,901   35,933 12,968
213,322   238,826 -25,504
72,874   100,693 -27,819
184,382   148,934 35,448
176,221   207,859 -31,638
36,322   50,832 -14,510
163,209   225,114 -61,905
217,266   233,481 -16,215
60,729   84,832 -24,103
208,549   249,173 -40,624
185,462   215,650 -30,188
195,535   235,576 -40,041
173,237   199,666 -26,429
103,853   128,010 -24,157
104,589   98,940 5,649
178,051   162,264 15,787
48,091   65,857 -17,766
52,717   51,204 1,513
163,564   211,404 -47,840
39,275   51,166 -11,891
55,756   70,506 -14,750
19,999   26,000 -6,001
194,228   239,577 -45,349
100,973   128,707 -27,734
27,926   36,136 -8,210
8,666   10,998 -2,332
175,743   255,512 -79,769
96,538   124,490 -27,952
82,970   44,378 38,592
66,042   53,555 12,487
56,089   41,009 15,080
31,348   33,221 -1,873
28,676   11,338 17,338
40,494   37,960 2,534
53,184   25,765 27,419
152,982   232,664 -79,682
157,184   233,504 -76,320
91,064   107,948 -16,884
182,557   178,815 3,742
75,817   91,810 -15,993
24,191   29,852 -5,661
182,313   223,191 -40,878
46,766   36,308 10,458
190,555   239,177 -48,622
155,645   176,415 -20,770
156,575   176,805 -20,230
50,077   42,241 7,836
176,205   160,989 15,216
204,052   233,176 -29,124
120,640   145,542 -24,902
72,826   88,533 -15,707
28,143   23,497 4,646
46,504   34,725 11,779
18,578   15,430 3,148
48,917   32,627 16,290
7,836   5,334 2,502
41,055   41,032 23
38,966   30,511 8,455
23,060   18,459 4,601
45,531   37,288 8,243
186,548   213,660 -27,112
44,252   40,540 3,712
40,767   30,130 10,637
38,370   35,457 2,913
29,902   29,902 0
33,631   32,635 996
32,254   22,180 10,074
38,888   35,859 3,029
187,114   222,329 -35,215
192,233   210,179 -17,946
33,283   29,544 3,739
47,595   40,398 7,197
36,144   31,894 4,250
83,728   120,728 -37,000
68,701   68,166 535
17,275   20,477 -3,202
66,038   91,949 -25,911
37,801   34,175 3,626
31,187   35,175 -3,988
33,617   32,709 908
13,254   18,154 -4,900
53,823   54,215 -392
214,563   219,275 -4,712
37,323   41,356 -4,033
33,659   31,781 1,878
187,240   148,467 38,773
31,448   43,512 -12,064
51,680   55,727 -4,047
128,181   211,755 -83,574
16,008   16,492 -484
60,398   89,452 -29,054
18,784   21,288 -2,504
14,288   18,208 -3,920
44,988   71,262 -26,274
33,850   39,688 -5,838
33,704   42,975 -9,271
41,173   63,074 -21,901
17,617   20,868 -3,251
66,292   86,435 -20,143
107,821   155,640 -47,819
167,403   229,519 -62,116
13,078   17,533 -4,455
44,141   52,176 -8,035
57,299   74,495 -17,196
56,480   87,929 -31,449
42,892   63,160 -20,268
156,262   204,814 -48,552
16,855   22,241 -5,386
57,511   90,986 -33,475
23,265   30,431 -7,166
41,974   68,453 -26,479
153,222   214,643 -61,421
165,515   224,420 -58,905
139,171   148,801 -9,630
124,454   155,524 -31,070
155,830   165,293 -9,463
138,444   165,444 -27,000
8,792   10,991 -2,199
149,742   190,669 -40,927
9,705   11,971 -2,266
89,403   106,708 -17,305
81,769   102,782 -21,013
969   1,208 -239
3,271   4,059 -788
25,207   31,665 -6,458
75,447   99,665 -24,218
2,422   3,087 -665
146,394   179,291 -32,897
46,754   45,482 1,272
30,699   30,699 0
115,647   202,788 -87,141
3,627   4,671 -1,044
21,813   24,937 -3,124
22,430   20,098 2,332
21,663   23,326 -1,663
2,587   2,388 199
20,804   31,828 -11,024
22,813   23,485 -672
25,543   29,329 -3,786
20,943   25,039 -4,096
30,578   32,104 -1,526
26,328   29,245 -2,917
164,353   188,283 -23,930
125,682   196,983 -71,301
37,354   22,771 14,583
53,473   85,331 -31,858
26,867   30,478 -3,611
30,092   48,386 -18,294
147,120   142,414 4,706
51,358   82,877 -31,519
17,037   20,089 -3,052
22,259   28,308 -6,049
147,164   197,896 -50,732
157,314   182,073 -24,759
22,484   21,181 1,303
100,498   133,464 -32,966
82,316   101,078 -18,762
62,712   84,651 -21,939
79,971   99,133 -19,162
139,179   94,316 44,863
176,206   55,947 120,259
127,891   114,872 13,019
28,985   17,761 11,224
64,955   41,864 23,091
141,933   101,474 40,459
32,635   19,011 13,624
63,193   40,885 22,308
23,215   15,418 7,797
43,571   28,660 14,911
28,267   18,760 9,507
18,262   12,594 5,668
13,956   9,836 4,120
224,398   125,650 98,748
33,654   22,693 10,961
202,275   148,378 53,897
101,806   70,448 31,358
46,497   32,884 13,613
38,587   31,453 7,134
22,256   21,032 1,224
9,400,000   8,240,794 1,159,206
15,077     15,077
14,376     14,376
48,788     48,788
    58,981 -58,981
119,207   112,689 6,518
1,304,026   983,466 320,560
31,417   31,060 357
9,700   9,605 95
42,771   42,313 458
3,295   3,260 35
7,016   7,099 -83
25,420   25,799 -379
19,568   19,859 -291
30,380   30,802 -422
16,930   17,372 -442
5,863   6,010 -147
20,480   20,827 -347
2,974   3,055 -81
13,545   13,885 -340
8,612   8,802 -190
4,670   4,782 -112
43,017   43,985 -968
12,379   12,640 -261
1,366,451   1,405,216 -38,765
15,028   15,408 -380
4,941   5,092 -151
5,554   5,706 -152
25,000   25,709 -709
11,452   11,801 -349
19,090   19,611 -521
21,975   22,691 -716
237,054     237,054
180,314     180,314
134,038     134,038
651,085     651,085
2,177,182   1,306,781 870,401
7,100,000   1,003,221 6,096,779
72,707   39,049 33,658
29,058     29,058
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       17,421
b       1,667
c       9,324
d       3,640
e       8,328
      14,425
      8,398
      3
      9,138
      15,025
      990
      3,058
      3,430
      3,624
      1
      -2,897
      10,845
      16,076
      1,632
      4
      4,141
      6,816
      3,192
      12,529
      28,734
      -11,833
      7,612
      21,732
      8,949
      -5,192
      7,139
      12,790
      9,356
      7,052
      11,600
      12,978
      12,164
      -2
      11,910
      13,441
      -11,988
      102,086
      22,942
      6,710
      -5,131
      3,636
      6,248
      24,876
      8,113
      43,468
      44,124
      7,439
      5,052
      13,287
      24,494
      10,868
      17,842
      13,317
      64,026
      49,262
      104,185
      6,732
      21,797
      15,744
      7,162
      4,204
      7,847
      18,263
      21,088
      3,833
      26,690
      4,036
      44,262
      8,535
      1,319
      -25,361
      28,076
      12,531
      24,424
      24,796
      9,583
      -28,897
      9,982
      16,960
      6,468
      36,265
      4,799
      19,598
      12,554
      22,581
      5,768
      46,611
      21,716
      17,715
      4,764
      30,209
      95,769
      31,750
      6,750
      11,837
      8,297
      10,779
      -5,625
      5,405
      14,000
      16,416
      -12,085
      41,034
      150
      14,208
      88,808
      14,969
      22,359
      30,121
      -22,097
      9,371
      -7,649
      -10,257
      17,187
      31,155
      -21,893
      -13,523
      78,327
      5,875
      667
      5,171
      23,035
      20,728
      35,599
      10,521
      27,106
      15,201
      7,936
      7,269
      -28,109
      -24,985
      2,196
      12,127
      4,411
      3,469
      92,319
      -17,825
      8,539
      -12,073
      -14,659
      59,230
      3,652
      -8,771
      -21,968
      5,394
      -11,521
      3,111
      -6,593
      2,996
      9,416
      15,840
      2,398
      10,306
      18,709
      4,683
      49,320
      -64,313
      9,005
      -37,452
      -35,013
      -7,569
      -9,042
      16,219
      7,476
      -12,863
      -11,028
      -32,851
      -10,265
      -24,945
      43,460
      -18,087
      -25,814
      9,033
      1,235
      1,790
      13,185
      1,641
      13,560
      2,683
      8,525
      8,622
      12,146
      2,899
      5,786
      24,340
      -10,969
      11,314
      11,068
      9,711
      18,971
      9,749
      8,388
      16,348
      3,995
      15,852
      -360
      55,431
      -30,269
      5,250
      -14,162
      9,070
      8,501
      10,055
      6,565
      533
      51,987
      14,449
      -35,025
      -4,150
      -8,343
      -7,658
      800
      6,062
      -4,332
      2,732
      21,253
      3,104
      7,548
      26,643
      -49,048
      10,330
      20,302
      10,497
      2,810
      11,579
      -159
      11,875
      -7,638
      27,040
      -1,096
      -50,955
      -47,153
      951
      -46,087
      7,163
      35,224
      -18,719
      5,035
      6,621
      27,965
      -84
      -17,297
      -47,862
      -4,716
      -4,450
      813
      -1,468
      6,510
      -39,376
      -58,928
      -36,646
      -33,692
      14,891
      -39,945
      3,699
      -4,805
      3,481
      20,503
      -1,461
      -35,185
      -13,580
      13,277
      -14,954
      5,919
      5,537
      -14,629
      -1,351
      9,314
      3,307
      -14,910
      45,900
      20,953
      -13,670
      -574
      -227
      6,964
      3,618
      -43,473
      3,901
      17,827
      3,816
      12,968
      -25,504
      -27,819
      35,448
      -31,638
      -14,510
      -61,905
      -16,215
      -24,103
      -40,624
      -30,188
      -40,041
      -26,429
      -24,157
      5,649
      15,787
      -17,766
      1,513
      -47,840
      -11,891
      -14,750
      -6,001
      -45,349
      -27,734
      -8,210
      -2,332
      -79,769
      -27,952
      38,592
      12,487
      15,080
      -1,873
      17,338
      2,534
      27,419
      -79,682
      -76,320
      -16,884
      3,742
      -15,993
      -5,661
      -40,878
      10,458
      -48,622
      -20,770
      -20,230
      7,836
      15,216
      -29,124
      -24,902
      -15,707
      4,646
      11,779
      3,148
      16,290
      2,502
      23
      8,455
      4,601
      8,243
      -27,112
      3,712
      10,637
      2,913
      0
      996
      10,074
      3,029
      -35,215
      -17,946
      3,739
      7,197
      4,250
      -37,000
      535
      -3,202
      -25,911
      3,626
      -3,988
      908
      -4,900
      -392
      -4,712
      -4,033
      1,878
      38,773
      -12,064
      -4,047
      -83,574
      -484
      -29,054
      -2,504
      -3,920
      -26,274
      -5,838
      -9,271
      -21,901
      -3,251
      -20,143
      -47,819
      -62,116
      -4,455
      -8,035
      -17,196
      -31,449
      -20,268
      -48,552
      -5,386
      -33,475
      -7,166
      -26,479
      -61,421
      -58,905
      -9,630
      -31,070
      -9,463
      -27,000
      -2,199
      -40,927
      -2,266
      -17,305
      -21,013
      -239
      -788
      -6,458
      -24,218
      -665
      -32,897
      1,272
      0
      -87,141
      -1,044
      -3,124
      2,332
      -1,663
      199
      -11,024
      -672
      -3,786
      -4,096
      -1,526
      -2,917
      -23,930
      -71,301
      14,583
      -31,858
      -3,611
      -18,294
      4,706
      -31,519
      -3,052
      -6,049
      -50,732
      -24,759
      1,303
      -32,966
      -18,762
      -21,939
      -19,162
      44,863
      120,259
      13,019
      11,224
      23,091
      40,459
      13,624
      22,308
      7,797
      14,911
      9,507
      5,668
      4,120
      98,748
      10,961
      53,897
      31,358
      13,613
      7,134
      1,224
      1,159,206
      15,077
      14,376
      48,788
      -58,981
      6,518
      320,560
      357
      95
      458
      35
      -83
      -379
      -291
      -422
      -442
      -147
      -347
      -81
      -340
      -190
      -112
      -968
      -261
      -38,765
      -380
      -151
      -152
      -709
      -349
      -521
      -716
      237,054
      180,314
      134,038
      651,085
      870,401
      6,096,779
      33,658
      29,058
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 10,008,366
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 5,292,924 85,782,983 0.061701
2017 4,675,502 76,350,585 0.061237
2016 4,818,478 84,269,158 0.057180
2015 4,606,561 86,526,802 0.053239
2014 4,452,982 83,492,288 0.053334
2
Total of line 1, column (d) .....................
2
0.286691
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
0.057338
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
93,402,810
5
Multiply line 4 by line 3......................
5
5,355,530
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
108,342
7
Add lines 5 and 6........................
7
5,463,872
8
Enter qualifying distributions from Part XII, line 4,.............
8
5,464,734
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 1 108,342
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 108,342
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- ..... 5 108,342
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 86,032
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 136,032
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 946
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 26,744
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet26,744 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    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)
    bulletMA
    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. Click to see attachment...............................
    10
    Yes
     
    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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
     
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMr David H Hopfenberg Telephone no.bullet (617) 553-1497

    Located atbullet21 Commonwealth AveBostonMA ZIP+4bullet02116
    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? .................
    16Yes  
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bulletBD, CJ
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 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
     
     
    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
     
     
    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
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Penelope Stamps President
    0.00     		0 0 0
    Seven Osprey Lane
    Key Largo,FL33037
    E Roe Stamps IV Treasurer
    0.00     		0 0 0
    Seven Osprey Lane
    Key Largo,FL33037
    David H Hopfenberg Clerk
    0.00     		0 0 0
    22 North Road
    Saunderstown,RI02874
    Elizabeth A Stamps Vice President
    0.00     		0 0 0
    3735 Leafy Way
    Coconut Grove,FL33133
    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
    Christin C Crowe Director of Communic
    40.00     		65,000 0 0
    399 Milledge Circle
    Athens,GA30606
    Total number of other employees paid over $50,000...................bullet 0
    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
    Randy McDow Consulting Services 157,412
    PO Box 98374
    Atlanta,GA30359
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    29,661,223
    b
    Average of monthly cash balances.......................
    1b
    1,590,595
    c
    Fair market value of all other assets (see instructions)................
    1c
    63,573,370
    d
    Total (add lines 1a, b, and c).........................
    1d
    94,825,188
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    94,825,188
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,422,378
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    93,402,810
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,670,141
    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
    4,670,141
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    108,342
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    108,342
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,561,799
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,561,799
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    4,561,799
    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
    5,464,734
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    5,464,734
    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
    108,342
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    5,356,392
    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 4,561,799
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 427,092
    b From 2015...... 308,811
    c From 2016...... 758,888
    d From 2017...... 905,631
    e From 2018...... 1,162,135
    fTotal of lines 3a through e........ 3,562,557
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 5,464,734
    a Applied to 2018, 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 2019 distributable amount..... 4,561,799
    e Remaining amount distributed out of corpus 902,935
    5 Excess distributions carryover applied to 2019. 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 4,465,492
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    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) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		427,092
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		4,038,400
    10 Analysis of line 9:
    a Excess from 2015.... 308,811
    b Excess from 2016.... 758,888
    c Excess from 2017.... 905,631
    d Excess from 2018.... 1,162,135
    e Excess from 2019.... 902,935
    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).)
    Penelope Stamps
    E Roe Stamps IV
    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
    Action Against Hunger
    One Whitehall Street 2nd Floor
    New York,NY10004     		None PC Unrestricted Donation 25,000
    Baptist Health Foundation
    6855 Red Road
    Coral Gables,FL33143     		None PC Unrestricted Donation 200,000
    Barry University
    11300 NE 2nd Avenue
    Miami Shores,FL331616695     		None PC Unrestricted Donation 197
    Big Brothers Big Sisters
    552 NW 42nd Avenue
    Miami,FL33126     		None PC Unrestricted Donation 1,000
    Chicago Community Trust
    111 East Wacker Drive Suite 1400
    Chicago,IL60601     		None PC Unrestricted Donation 4,681,805
    Dana Farber Cancer Institute
    450 Brookline Avenue
    Boston,MA02215     		None PC Unrestricted Donation 101,000
    Elizabethtown College
    One Alpha Drive
    Elizabethtown,PA170222298     		None PC Unrestricted Donation 1,980
    Fairchild Tropical Garden
    10901 Old Cutler Road
    Coral Gables,FL331564296     		None PC Unrestricted Donation 2,500
    Friends Of Norris Cotton Cancer Center
    PO Box 1098
    Norwich,VT05055     		None PC Unrestricted Donation 250
    Frost School Of Music (Univ of Miami)
    PO Box 248165
    Coral Gables,FL331247610     		None PC Unrestricted Donation 2,000
    Georgia Tech Foundation
    177 North Avenue
    Atlanta,GA303320220     		None PC Unrestricted Donation 271,864
    Hurricane Island Outward Bound School
    39 Mechanic Street
    Camden,ME04843     		None PC Unrestricted Donation 11,077
    International Rhino Foundation
    201 Main Street Suite 2600
    Fort Worth,TX76102     		None PC Unrestricted Donation 5,000
    Keys Children's Foundation
    24 Dockside Lane PMB 139
    Key Largo,FL33037     		None PC Unrestricted Donation 500
    Lowe Art Museum
    Univ of Miami 1301 Stanford Drive
    Coral Gables,FL33124     		None PC Unrestricted Donation 876
    Mercer University
    1400 Coleman Avenue
    Macon,GA31207     		None PC Unrestricted Donation 500
    Mother McAuley
    3737 West 99th St
    Chicago,IL60655     		None PC Unrestricted Donation 100,000
    National Tropical Botanical Garden
    3530 Papalina Road
    Kalaheo,HI96741     		None PC Unrestricted Donation 1,500
    ORCAT
    97 S Harbor Drive
    Key Largo,FL33037     		None PC Unrestricted Donation 5,125
    Pan Mass Challenge
    77 Fourth Avenue
    Needham,MA02494     		None PC Unrestricted Donation 1,000
    Perez Art Museum Miami
    1103 Biscayne Blvd
    Miami,FL33132     		None PC Unrestricted Donation 900
    Purdue Research Foundation
    1281 Win Hentschel Blvd
    West Lafayette,IN47906     		None PC Unrestricted Donation 2,760
    Queen Of Martyrs School
    3550 W 103rd Street
    Evergreen Park,IL60805     		None PC Unrestricted Donation 100
    Rio Blanco Ranch
    PO Box 750
    Meeker,CO81641     		None PC Unrestricted Donation 1,000
    Ronnita Whipple Education Fund
    13332 Fox Glove Street
    Winter Garden,FL34787     		None PC Unrestricted Donation 10,000
    Sylvester Comprehensive Cancer Center
    PO Box 016960 M-867
    Miami,FL33101     		None PC Unrestricted Donation 3,000
    The Dawn Redwood Charitable Trust
    One Blackfield Drive Suite 331
    Tiburon,CA94920     		None PC Unrestricted Donation 5,000
    University of Colorado
    1800 Grant Street
    Denver,CO80203     		None PC Unrestricted Donation 1,000
    University of Connecticut Foundation Inc
    2390 Alumni Drive Unit 3206
    Storrs,CT062693206     		None PC Unrestricted Donation 1,140
    University of Illinois Foundation
    1305 West Green Street
    Urbana,IL61801     		None PC Unrestricted Donation 1,777
    University of Miami
    1320 S Dixie Hwy Ste 300
    Coral Gables,FL33146     		None PC Unrestricted Donation 3,860
    University of Missouri
    407 Reynolds Alumni Center
    Columbia,MO65211     		None PC Unrestricted Donation 15,402
    Voices For Children
    601 NW First Court 10th Floor
    Miami,FL33136     		None PC Unrestricted Donation 500
    Wake Forest University
    Alumni Hall PO Box 7227
    WinstonSalem,NC27109     		None PC Unrestricted Donation 121
    Women of Tomorrow Mentor & Scholarship
    111 NE 1st Street Suite 912
    Miami,FL33132     		None PC Unrestricted Donation 5,000
    Total .................................bullet 3a 5,464,734
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 1,497  
    4 Dividends and interest from securities....     14 1,111,443  
    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.....     14 271,948  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 10,008,366  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 11,393,254 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    11,393,254
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2019
    Name of the organization
    Stamps Family Charitable Foundation Inc
     
    Employer identification number

    04-2943910
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
    Name of organization
    Stamps Family Charitable Foundation Inc
          		Employer identification number
    04-2943910
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Stamps 2000 CGC Trust
     
    3725 Leafy Way
     
    Miami, FL33133

    		$ 268,068


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Stamps 2000 CGC Trust
     
    3725 Leafy Way
     
    Miami, FL33133

    		$ 1,042,323


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    Stamps 2000 CGC Trust
     
    3725 Leafy Way
     
    Miami, FL33133

    		$ 131,507


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    Stamps 2000 CGC Trust
     
    3725 Leafy Way
     
    Miami, FL33133

    		$ 54,312


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 3
    Name of organization
    Stamps Family Charitable Foundation Inc
          		Employer identification number

    04-2943910
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 995 shares FEDEX CORP COM $ 268,068 2018-01-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 5262 shares WYNN RESORTS LTD COM $ 1,042,323 2018-01-24
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 105 shares ALPHABET INC CAP STK USD0.001 CL C $ 131,507 2018-07-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 1313 shares CONSOL ENERGY INC NEW COM $ 54,312 2018-07-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 4
    Name of organization
    Stamps Family Charitable Foundation Inc
          		Employer identification number

    04-2943910
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    EIN:
    04-2943910
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Northern - PIMCO 863,727 847,412

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    EIN:
    04-2943910
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Northern - S&P 500 Common Fd 2,608,689 2,639,344
    Northern cash 329,356 575,663

    TY 2017 InvestmentsOtherSchedule2
    Name:
    Stamps Family Charitable Foundation Inc
    EIN:
    04-2943910
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Bay Pond AT COST 661,383 4,680,738
    Cevian AT COST 7,000,025 8,354,179
    Spindrift AT COST 354 660
    DFA AT COST 5,000,941 5,044,511
    EAM International Small Cap AT COST 16,964,508 17,231,239
    Summit Partners Concentrated Growth AT COST 5,000,000 7,987,150
    Summit Partners Sustainable Growth AT COST 5,000,000 7,226,212
    Highclere AT COST 5,283,452 5,220,045
    Vanguard I/T Bond Index Fund AT COST 23,530,898 14,620,976
    Metis Intl Micro Cap Fund AT COST 18,382 6,562,138
    Vanguard EM ETF AT COST 2,300,000 2,254,013
    CamCap Resources Offshore AT COST 0 732

    TY 2017 OtherExpensesSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    EIN:
    04-2943910
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Portfolio Deductions 68,567 68,567   0
    Office 497 497   0
    Payroll Service Fee 1,325 1,325   0
    Miscellaneous 1,728 1,728   0
    Northern - Cash - Deemed Gain on Contribution 712,252 0   0


    TY 2017 OtherIncomeSchedule2
    Name:
    Stamps Family Charitable Foundation Inc
    EIN:
    04-2943910
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Nippon Value Investors JET - Ordinary Income 196,297 196,297 196,297
    EAM International Small Cap - Ordinary Income 4,253 4,253 4,253
    Highclere - Ordinary Income 59,956 59,956 59,956
    Northern - S&P 500 Common Fd - Ordinary Income 11,424 11,424 11,424
    Other - Ordinary Income -100 -100 -100
    Northern - Mutual Funds - Ordinary Income 76 76 76
    CamCap Resources Offshore - Ordinary Income 42 42 42


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    EIN:
    04-2943910
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Management Fees 73,871 73,871   0
    Custody Fees 35,995 35,995   0
    Other 187,571 187,571   0


    TY 2017 SubstantialContributorsSch
    Name:
    Stamps Family Charitable Foundation Inc
    EIN:
    04-2943910
    Name Address
    Stamps 2000 CGC Trust
          		3725 Leafy way
    Miami,FL33133


    TY 2017 TaxesSchedule
    Name:
    Stamps Family Charitable Foundation Inc
    EIN:
    04-2943910
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    State Taxes 500 500   0
    Federal Excise Taxes (sect. 4940) 110,000 0   0
    Foreign Taxes 81,658 81,658   0
    Payroll Taxes 19,683 19,683   0