Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 07-01-2018 , and ending 06-30-2019
Name of foundation
THE CARPY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 845
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ANGWIN, CA94508
A Employer identification number

94-3375434
B Telephone number (see instructions)

(707) 478-8725
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$1,624,763
J 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) 717,516
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 34,448 34,448 34,448
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 110,241
b Gross sales price for all assets on line 6a 865,983
7 Capital gain net income (from Part IV, line 2)... 110,241
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 862,205 144,689 34,448
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 14,678 14,678 0 0
c Other professional fees (attach schedule).... 19,276 19,276 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 33,318 33,318 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 67,272 67,272 0 0
25 Contributions, gifts, grants paid....... 152,250 152,250
26 Total expenses and disbursements. Add lines 24 and 25 219,522 67,272 0 152,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 642,683
b Net investment income (if negative, enter -0-) 77,417
c Adjusted net income (if negative, enter -0-)... 34,448
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 19,812 50,238 50,238
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 140,115 Click to see attachment264,947 276,736
b Investments—corporate stock (attach schedule)....... 397,473 Click to see attachment768,161 1,006,724
c Investments—corporate bonds (attach schedule)....... 162,718 Click to see attachment277,865 285,930
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,545 Click to see attachment5,135 5,135
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) 723,663 1,366,346 1,624,763
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 723,663 1,366,346
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 723,663 1,366,346
31 Total liabilities and net assets/fund balances (see instructions). 723,663 1,366,346
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
723,663
2
Enter amount from Part I, line 27a .....................
2
642,683
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,366,346
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,366,346
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 68389X105   2000-01-01 2019-06-30
b 68389X105   2000-01-01 2019-06-30
c 917047102   2000-01-01 2019-06-30
d 917047102   2000-01-01 2019-06-30
e 09062X103   2000-01-01 2019-06-30
09062X103   2000-01-01 2019-06-30
269246401   2000-01-01 2019-06-30
269246401   2000-01-01 2019-06-30
269246401   2000-01-01 2019-06-30
269246401   2000-01-01 2019-06-30
269246401   2000-01-01 2019-06-30
126650100   2000-01-01 2019-06-30
126650100   2000-01-01 2019-06-30
68389X105   2000-01-01 2019-06-30
844741108   2000-01-01 2019-06-30
844741108   2000-01-01 2019-06-30
172967424   2000-01-01 2019-06-30
172967424   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
68389X105   2000-01-01 2019-06-30
548661107   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
94974BFQ8   2000-01-01 2019-06-30
91159HHH6   2000-01-01 2019-06-30
912828X88   2000-01-01 2019-06-30
912828X88   2000-01-01 2019-06-30
68389X105   2000-01-01 2019-06-30
Y2573F102   2000-01-01 2019-06-30
Y2573F102   2000-01-01 2019-06-30
Y2573F102   2000-01-01 2019-06-30
Y2573F102   2000-01-01 2019-06-30
Y2573F102   2000-01-01 2019-06-30
Y2573F102   2000-01-01 2019-06-30
92826CAB8   2000-01-01 2019-06-30
92826CAB8   2000-01-01 2019-06-30
912828LY4   2000-01-01 2019-06-30
Y2573F102   2000-01-01 2019-06-30
Y2573F102   2000-01-01 2019-06-30
Y2573F102   2000-01-01 2019-06-30
Y2573F102   2000-01-01 2019-06-30
Y2573F102   2000-01-01 2019-06-30
Y2573F102   2000-01-01 2019-06-30
68389X105   2000-01-01 2019-06-30
68389X105   2000-01-01 2019-06-30
Y2573F102   2000-01-01 2019-06-30
Y2573F102   2000-01-01 2019-06-30
Y2573F102   2000-01-01 2019-06-30
Y2573F102   2000-01-01 2019-06-30
Y2573F102   2000-01-01 2019-06-30
68389X105   2000-01-01 2019-06-30
68389X105   2000-01-01 2019-06-30
68389X105   2000-01-01 2019-06-30
68389X105   2000-01-01 2019-06-30
68389X105   2000-01-01 2019-06-30
68389X105   2000-01-01 2019-06-30
68389X105   2000-01-01 2019-06-30
01973R101   2000-01-01 2019-06-30
01973R101   2000-01-01 2019-06-30
01973R101   2000-01-01 2019-06-30
01973R101   2000-01-01 2019-06-30
01973R101   2000-01-01 2019-06-30
01973R101   2000-01-01 2019-06-30
01973R101   2000-01-01 2019-06-30
01973R101   2000-01-01 2019-06-30
01973R101   2000-01-01 2019-06-30
01973R101   2000-01-01 2019-06-30
01973R101   2000-01-01 2019-06-30
01973R101   2000-01-01 2019-06-30
437076102   2000-01-01 2019-06-30
01973R101   2000-01-01 2019-06-30
437076102   2000-01-01 2019-06-30
437076102   2000-01-01 2019-06-30
437076102   2000-01-01 2019-06-30
437076102   2000-01-01 2019-06-30
444859102   2000-01-01 2019-06-30
46625H100   2000-01-01 2019-06-30
46625H100   2000-01-01 2019-06-30
369604103   2000-01-01 2019-06-30
369604103   2000-01-01 2019-06-30
69331C108   2000-01-01 2019-06-30
69331C108   2000-01-01 2019-06-30
69331C108   2000-01-01 2019-06-30
69331C108   2000-01-01 2019-06-30
69331C108   2000-01-01 2019-06-30
69331C108   2000-01-01 2019-06-30
00817Y108   2000-01-01 2019-06-30
126650100   2000-01-01 2019-06-30
126650100   2000-01-01 2019-06-30
369604103   2000-01-01 2019-06-30
369604103   2000-01-01 2019-06-30
369604103   2000-01-01 2019-06-30
369604103   2000-01-01 2019-06-30
594918104   2000-01-01 2019-06-30
00817Y108   2000-01-01 2019-06-30
12514G108   2000-01-01 2019-06-30
12514G108   2000-01-01 2019-06-30
12514G108   2000-01-01 2019-06-30
00817Y108   2000-01-01 2019-06-30
00817Y108   2000-01-01 2019-06-30
126650100   2000-01-01 2019-06-30
126650100   2000-01-01 2019-06-30
126650100   2000-01-01 2019-06-30
126650100   2000-01-01 2019-06-30
166764100   2000-01-01 2019-06-30
126650100   2000-01-01 2019-06-30
126650100   2000-01-01 2019-06-30
126650100   2000-01-01 2019-06-30
717081103   2000-01-01 2019-06-30
867914103   2000-01-01 2019-06-30
867914103   2000-01-01 2019-06-30
416515104   2000-01-01 2019-06-30
416515104   2000-01-01 2019-06-30
416515104   2000-01-01 2019-06-30
416515104   2000-01-01 2019-06-30
416515104   2000-01-01 2019-06-30
24703L103   2000-01-01 2019-06-30
24703L103   2000-01-01 2019-06-30
24703L103   2000-01-01 2019-06-30
24703L103   2000-01-01 2019-06-30
24703L103   2000-01-01 2019-06-30
24703L103   2000-01-01 2019-06-30
24703L103   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
035242AL0   2000-01-01 2019-06-30
35671D857   2000-01-01 2019-06-30
212263AD9   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
20030N101   2000-01-01 2019-06-30
09260B382   2000-01-01 2019-06-30
166764100   2000-01-01 2019-06-30
291011104   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
444859102   2000-01-01 2019-06-30
291011104   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
797646A30   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
444859102   2000-01-01 2019-06-30
832696405   2000-01-01 2019-06-30
832696405   2000-01-01 2019-06-30
797299LC6   2000-01-01 2019-06-30
757710NA2   2000-01-01 2019-06-30
02005N100   2000-01-01 2019-06-30
192446102   2000-01-01 2019-06-30
17275R102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
02005N100   2000-01-01 2019-06-30
192446102   2000-01-01 2019-06-30
02005N100   2000-01-01 2019-06-30
05753PBX9   2000-01-01 2019-06-30
02005N100   2000-01-01 2019-06-30
55622104   2000-01-01 2019-06-30
192446102   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
594918104   2000-01-01 2019-06-30
655844108   2000-01-01 2019-06-30
7591EP100   2000-01-01 2019-06-30
931142103   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
655844108   2000-01-01 2019-06-30
7591EP100   2000-01-01 2019-06-30
931142103   2000-01-01 2019-06-30
02209S103   2000-01-01 2019-06-30
192446102   2000-01-01 2019-06-30
12514G108   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
7591EP100   2000-01-01 2019-06-30
931142103   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
71813109   2000-01-01 2019-06-30
12514G108   2000-01-01 2019-06-30
71813109   2000-01-01 2019-06-30
12514G108   2000-01-01 2019-06-30
71813109   2000-01-01 2019-06-30
34959J108   2000-01-01 2019-06-30
46625H100   2000-01-01 2019-06-30
71813109   2000-01-01 2019-06-30
34959J108   2000-01-01 2019-06-30
172967424   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
23331A109   2000-01-01 2019-06-30
34959J108   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
46625H100   2000-01-01 2019-06-30
09260B382   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
23331A109   2000-01-01 2019-06-30
46625H100   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
23331A109   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
46625H100   2000-01-01 2019-06-30
23331A109   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
80168FMS2   2000-01-01 2019-06-30
13063BU26   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
416515104   2000-01-01 2019-06-30
867224107   2000-01-01 2019-06-30
867914103   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
416515104   2000-01-01 2019-06-30
867914103   2000-01-01 2019-06-30
544495WQ3   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
594918104   2000-01-01 2019-06-30
867224107   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
594918104   2000-01-01 2019-06-30
867224107   2000-01-01 2019-06-30
17275RAE2   2000-01-01 2019-06-30
3582324Q6   2000-01-01 2019-06-30
79876AEB4   2000-01-01 2019-06-30
762494QN5   2000-01-01 2019-06-30
00130H105   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
17275RAE2   2000-01-01 2019-06-30
00130H105   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
867224107   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
26078J100   2000-01-01 2019-06-30
256677105   2000-01-01 2019-06-30
548661107   2000-01-01 2019-06-30
26078J100   2000-01-01 2019-06-30
26078J100   2000-01-01 2019-06-30
247361702   2000-01-01 2019-06-30
09062X103   2000-01-01 2019-06-30
50540R409   2000-01-01 2019-06-30
09260B382   2000-01-01 2019-06-30
13077DDF6   2000-01-01 2019-06-30
09062X103   2000-01-01 2019-06-30
20030N101   2000-01-01 2019-06-30
126650100   2000-01-01 2019-06-30
416515104   2000-01-01 2019-06-30
50540R409   2000-01-01 2019-06-30
594918104   2000-01-01 2019-06-30
902973304   2000-01-01 2019-06-30
17275RAE2   2000-01-01 2019-06-30
09062X103   2000-01-01 2019-06-30
20030N101   2000-01-01 2019-06-30
126650100   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
416515104   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
416515104   2000-01-01 2019-06-30
02079K305   2000-01-01 2019-06-30
37833100   2000-01-01 2019-06-30
55622104   2000-01-01 2019-06-30
91324P102   2000-01-01 2019-06-30
37833100   2000-01-01 2019-06-30
17275RAE2   2000-01-01 2019-06-30
02079K107   2000-01-01 2019-06-30
02079K305   2000-01-01 2019-06-30
37833100   2000-01-01 2019-06-30
416515104   2000-01-01 2019-06-30
717081103   2000-01-01 2019-06-30
37833100   2000-01-01 2019-06-30
416515104   2000-01-01 2019-06-30
717081103   2000-01-01 2019-06-30
91412G6G5   2000-01-01 2019-06-30
91412G6Z3   2000-01-01 2019-06-30
02079K107   2000-01-01 2019-06-30
269246401   2000-01-01 2019-06-30
126650100   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
548661107   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
126650100   2000-01-01 2019-06-30
717081103   2000-01-01 2019-06-30
9128283W8   2000-01-01 2019-06-30
867224107   2000-01-01 2019-06-30
867224107   2000-01-01 2019-06-30
775109200   2000-01-01 2019-06-30
775109200   2000-01-01 2019-06-30
655844108   2000-01-01 2019-06-30
655844108   2000-01-01 2019-06-30
655844108   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
03662P107   2000-01-01 2019-06-30
832696405   2000-01-01 2019-06-30
832696405   2000-01-01 2019-06-30
832696405   2000-01-01 2019-06-30
832696405   2000-01-01 2019-06-30
832696405   2000-01-01 2019-06-30
655844108   2000-01-01 2019-06-30
15135B101   2000-01-01 2019-06-30
832696405   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
337932107   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
917047102   2000-01-01 2019-06-30
655844108   2000-01-01 2019-06-30
655844108   2000-01-01 2019-06-30
717081103   2000-01-01 2019-06-30
655844108   2000-01-01 2019-06-30
655844108   2000-01-01 2019-06-30
34959J108   2000-01-01 2019-06-30
34959J108   2000-01-01 2019-06-30
34959J108   2000-01-01 2019-06-30
717081103   2000-01-01 2019-06-30
34959J108   2000-01-01 2019-06-30
34959J108   2000-01-01 2019-06-30
34959J108   2000-01-01 2019-06-30
34959J108   2000-01-01 2019-06-30
110448107   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
24703L202   2000-01-01 2019-06-30
37833100   2000-01-01 2019-06-30
37833100   2000-01-01 2019-06-30
372460105   2000-01-01 2019-06-30
17275R102   2000-01-01 2019-06-30
J27869106   2000-01-01 2019-06-30
548661107   2000-01-01 2019-06-30
548661107   2000-01-01 2019-06-30
17275R102   2000-01-01 2019-06-30
J27869106   2000-01-01 2019-06-30
17275R102   2000-01-01 2019-06-30
J27869106   2000-01-01 2019-06-30
9128284A5   2000-01-01 2019-06-30
71813109   2000-01-01 2019-06-30
71813109   2000-01-01 2019-06-30
71813109   2000-01-01 2019-06-30
71813109   2000-01-01 2019-06-30
12514G108   2000-01-01 2019-06-30
12514G108   2000-01-01 2019-06-30
9128284A5   2000-01-01 2019-06-30
9128284G2   2000-01-01 2019-06-30
9128284G2   2000-01-01 2019-06-30
12514G108   2000-01-01 2019-06-30
12514G108   2000-01-01 2019-06-30
12514G108   2000-01-01 2019-06-30
12514G108   2000-01-01 2019-06-30
12514G108   2000-01-01 2019-06-30
12514G108   2000-01-01 2019-06-30
12514G108   2000-01-01 2019-06-30
548661107   2000-01-01 2019-06-30
H01301128   2000-01-01 2019-06-30
15135B101   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
37833100   2000-01-01 2019-06-30
15135B101   2000-01-01 2019-06-30
15135B101   2000-01-01 2019-06-30
15135B101   2000-01-01 2019-06-30
15135B101   2000-01-01 2019-06-30
704326107   2000-01-01 2019-06-30
913017109   2000-01-01 2019-06-30
25157Y202   2000-01-01 2019-06-30
80687P106   2000-01-01 2019-06-30
15135B101   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
35671D857   2000-01-01 2019-06-30
35671D857   2000-01-01 2019-06-30
9128284X5   2000-01-01 2019-06-30
9128284X5   2000-01-01 2019-06-30
143658300   2000-01-01 2019-06-30
143658300   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
423012301   2000-01-01 2019-06-30
641069406   2000-01-01 2019-06-30
713448108   2000-01-01 2019-06-30
375558103   2000-01-01 2019-06-30
71813109   2000-01-01 2019-06-30
71813109   2000-01-01 2019-06-30
71813109   2000-01-01 2019-06-30
02341R302   2000-01-01 2019-06-30
02341R302   2000-01-01 2019-06-30
X4551T105   2000-01-01 2019-06-30
X4551T105   2000-01-01 2019-06-30
X4551T105   2000-01-01 2019-06-30
X4551T105   2000-01-01 2019-06-30
X4551T105   2000-01-01 2019-06-30
35671D857   2000-01-01 2019-06-30
35671D857   2000-01-01 2019-06-30
35671D857   2000-01-01 2019-06-30
35671D857   2000-01-01 2019-06-30
35671D857   2000-01-01 2019-06-30
22052L104   2000-01-01 2019-06-30
26614N102   2000-01-01 2019-06-30
912810SA7   2000-01-01 2019-06-30
418056107   2000-01-01 2019-06-30
48238T109   2000-01-01 2019-06-30
867224107   2000-01-01 2019-06-30
20030N101   2000-01-01 2019-06-30
166764100   2000-01-01 2019-06-30
291011104   2000-01-01 2019-06-30
256746108   2000-01-01 2019-06-30
874039100   2000-01-01 2019-06-30
037833CJ7   2000-01-01 2019-06-30
17275R102   2000-01-01 2019-06-30
02005N100   2000-01-01 2019-06-30
55622104   2000-01-01 2019-06-30
67103H107   2000-01-01 2019-06-30
02209S103   2000-01-01 2019-06-30
192446102   2000-01-01 2019-06-30
7591EP100   2000-01-01 2019-06-30
931142103   2000-01-01 2019-06-30
7591EP100   2000-01-01 2019-06-30
565849106   2000-01-01 2019-06-30
912828ND8   2000-01-01 2019-06-30
35671D857   2000-01-01 2019-06-30
9128285M8   2000-01-01 2019-06-30
15135B101   2000-01-01 2019-06-30
594918104   2000-01-01 2019-06-30
71813109   2000-01-01 2019-06-30
3135G0K36   2000-01-01 2019-06-30
172967424   2000-01-01 2019-06-30
832696405   2000-01-01 2019-06-30
09260B382   2000-01-01 2019-06-30
34959J108   2000-01-01 2019-06-30
46625H100   2000-01-01 2019-06-30
23331A109   2000-01-01 2019-06-30
46353108   2000-01-01 2019-06-30
00287Y109   2000-01-01 2019-06-30
03634M208   2000-01-01 2019-06-30
110448107   2000-01-01 2019-06-30
05523R107   2000-01-01 2019-06-30
204319107   2000-01-01 2019-06-30
12514G108   2000-01-01 2019-06-30
174610105   2000-01-01 2019-06-30
191216100   2000-01-01 2019-06-30
25157Y202   2000-01-01 2019-06-30
464286533   2000-01-01 2019-06-30
37733W105   2000-01-01 2019-06-30
372460105   2000-01-01 2019-06-30
423012301   2000-01-01 2019-06-30
460146103   2000-01-01 2019-06-30
45262P102   2000-01-01 2019-06-30
478160104   2000-01-01 2019-06-30
500472303   2000-01-01 2019-06-30
60871R209   2000-01-01 2019-06-30
G5960L103   2000-01-01 2019-06-30
641069406   2000-01-01 2019-06-30
718172109   2000-01-01 2019-06-30
713448108   2000-01-01 2019-06-30
742718109   2000-01-01 2019-06-30
759530108   2000-01-01 2019-06-30
775109200   2000-01-01 2019-06-30
83546A203   2000-01-01 2019-06-30
818800104   2000-01-01 2019-06-30
80687P106   2000-01-01 2019-06-30
86959C103   2000-01-01 2019-06-30
882508104   2000-01-01 2019-06-30
87971M103   2000-01-01 2019-06-30
904784709   2000-01-01 2019-06-30
X4551T105   2000-01-01 2019-06-30
949746101   2000-01-01 2019-06-30
867914103   2000-01-01 2019-06-30
H01301128   2000-01-01 2019-06-30
66987V109   2000-01-01 2019-06-30
46625HJX9   2000-01-01 2019-06-30
172967FT3   2000-01-01 2019-06-30
822582AJ1   2000-01-01 2019-06-30
437076BW1   2000-01-01 2019-06-30
00130H105   2000-01-01 2019-06-30
25470M109   2000-01-01 2019-06-30
25470M109   2000-01-01 2019-06-30
25470M109   2000-01-01 2019-06-30
256677105   2000-01-01 2019-06-30
548661107   2000-01-01 2019-06-30
025816CC1   2000-01-01 2019-06-30
9128285Q9   2000-01-01 2019-06-30
22052L104   2000-01-01 2019-06-30
260557103   2000-01-01 2019-06-30
26614N102   2000-01-01 2019-06-30
247361702   2000-01-01 2019-06-30
695156109   2000-01-01 2019-06-30
911271302   2000-01-01 2019-06-30
22052L104   2000-01-01 2019-06-30
260557103   2000-01-01 2019-06-30
26614N102   2000-01-01 2019-06-30
247361702   2000-01-01 2019-06-30
931142EK5   2000-01-01 2019-06-30
912810RQ3   2000-01-01 2019-06-30
912828Y46   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
594918104   2000-01-01 2019-06-30
912810QU5   2000-01-01 2019-06-30
912810FT0   2000-01-01 2019-06-30
09062X103   2000-01-01 2019-06-30
50540R409   2000-01-01 2019-06-30
912828X88   2000-01-01 2019-06-30
902973304   2000-01-01 2019-06-30
1250800000000000000000000000000000000000000000000000000000000000000000000000   2000-01-01 2019-06-30
670100205   2000-01-01 2019-06-30
670100205   2000-01-01 2019-06-30
91324P102   2000-01-01 2019-06-30
143658300   2000-01-01 2019-06-30
68389XBM6   2000-01-01 2019-06-30
02079K305   2000-01-01 2019-06-30
37833100   2000-01-01 2019-06-30
02079K107   2000-01-01 2019-06-30
92343V104   2000-01-01 2019-06-30
269246401   2000-01-01 2019-06-30
717081103   2000-01-01 2019-06-30
35671D857   2000-01-01 2019-06-30
874039100   2000-01-01 2019-06-30
35671D857   2000-01-01 2019-06-30
35671D857   2000-01-01 2019-06-30
35671D857   2000-01-01 2019-06-30
60871R209   2000-01-01 2019-06-30
26614N102   2000-01-01 2019-06-30
26614N102   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
26614N102   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
526057104   2000-01-01 2019-06-30
26614N102   2000-01-01 2019-06-30
26614N102   2000-01-01 2019-06-30
26614N102   2000-01-01 2019-06-30
26614N102   2000-01-01 2019-06-30
26614N102   2000-01-01 2019-06-30
26614N102   2000-01-01 2019-06-30
912810RQ3   2000-01-01 2019-06-30
912810RQ3   2000-01-01 2019-06-30
912810RQ3   2000-01-01 2019-06-30
143658300   2000-01-01 2019-06-30
143658300   2000-01-01 2019-06-30
143658300   2000-01-01 2019-06-30
143658300   2000-01-01 2019-06-30
143658300   2000-01-01 2019-06-30
143658300   2000-01-01 2019-06-30
US TRUST   2000-01-01 2019-06-30
(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 231   251 -20
b 1,250   1,361 -111
c 1,143   621 522
d 320   174 146
e 1,385   1,170 215
346   292 54
1,104   813 291
429   423 6
180   136 44
60   45 15
60   60 0
588   432 156
979   720 259
1,643   1,510 133
1,262   719 543
516   304 212
1,227   473 754
505   195 310
48   25 23
677   343 334
95   50 45
854   441 413
1,599   1,660 -61
1,902   708 1,194
822   440 382
502   269 233
5,992   6,004 -12
5,990   6,014 -24
5,797   6,064 -267
1,932   1,989 -57
1,480   1,377 103
302   295 7
118   114 4
366   355 11
52   51 1
387   386 1
26   26 0
9,831   9,977 -146
1,966   2,007 -41
6,052   6,108 -56
376   374 2
39   38 1
78   77 1
508   491 17
464   453 11
116   107 9
836   755 81
689   619 70
574   525 49
39   36 3
556   509 47
52   47 5
159   142 17
1,229   1,106 123
442   453 -11
1,278   1,278 0
49   48 1
658   627 31
860   817 43
860   784 76
415   308 107
889   655 234
355   270 85
251   193 58
149   116 33
596   463 133
438   347 91
249   193 56
147   129 18
488   432 56
573   519 54
476   433 43
1,621   807 814
48   43 5
1,434   717 717
1,261   628 633
530   269 261
530   536 -6
1,297   699 598
1,093   433 660
1,093   1,123 -30
1,131   2,331 -1,200
332   597 -265
688   2,040 -1,352
439   1,319 -880
478   1,430 -952
458   1,362 -904
363   1,012 -649
153   365 -212
1,433   467 966
376   240 136
901   577 324
359   808 -449
507   1,158 -651
546   1,254 -708
250   468 -218
1,964   547 1,417
1,467   467 1,000
802   365 437
89   41 48
715   325 390
1,701   534 1,167
4,678   1,433 3,245
11   11 0
74   48 26
815   1,039 -224
370   474 -104
1,160   1,248 -88
367   240 127
1,026   673 353
1,152   769 383
1,182   817 365
315   169 146
1,051   570 481
217   282 -65
520   694 -174
130   173 -43
130   167 -37
433   560 -127
539   170 369
308   97 211
2,771   882 1,889
3,002   956 2,046
308   122 186
385   152 233
385   151 234
36   36 0
11,492   11,963 -471
1,454   1,782 -328
30,306   30,091 215
394   293 101
355   263 92
2,325   1,131 1,194
12,093   12,678 -585
3,333   3,288 45
1,425   1,636 -211
434   321 113
928   556 372
679   779 -100
394   291 103
27,738   27,574 164
39   29 10
2,785   1,673 1,112
829   1,033 -204
932   1,162 -230
21,051   21,267 -216
27,012   26,788 224
540   554 -14
808   689 119
2,401   1,286 1,115
979   781 198
162   164 -2
294   251 43
675   693 -18
15,731   15,818 -87
81   82 -1
1,769   1,338 431
2,496   2,126 370
985   776 209
194   206 -12
631   670 -39
4,195   1,123 3,072
5,839   3,496 2,343
734   663 71
2,287   1,579 708
2,128   1,676 452
1,095   655 440
1,340   1,210 130
3,082   2,128 954
344   347 -3
514   441 73
755   325 430
1,222   944 278
583   597 -14
654   598 56
1,094   754 340
1,104   853 251
586   423 163
1,510   655 855
806   582 224
472   205 267
1,319   958 361
814   647 167
527   166 361
220   160 60
896   712 184
1,089   472 617
109   91 18
675   576 99
977   776 201
607   873 -266
2,422   789 1,633
15,223   15,163 60
272   228 44
1,430   1,220 210
1,264   412 852
218   183 35
381   319 62
914   784 130
473   355 118
1,369   447 922
119   102 17
434   325 109
11,752   11,601 151
28,066   27,275 791
1,695   1,278 417
731   837 -106
645   652 -7
2,541   1,111 1,430
1,577   1,188 389
828   949 -121
847   370 477
31,971   30,957 1,014
1,537   1,172 365
860   237 623
2,918   2,942 -24
1,419   1,082 337
2,581   711 1,870
1,968   1,999 -31
1,000   1,000 0
11,342   11,211 131
17,850   17,469 381
16,619   16,026 593
1,093   875 218
197   149 48
243   265 -22
1,000   1,000 0
359   287 72
158   119 39
645   599 46
674   1,106 -432
202   308 -106
337   495 -158
320   248 72
478   422 56
1,877   708 1,169
267   206 61
213   166 47
3,289   3,104 185
657   585 72
449   322 127
1,172   1,222 -50
18,403   17,727 676
1,971   1,752 219
1,800   874 926
69   48 21
390   415 -25
599   431 168
2,366   540 1,826
1,538   1,000 538
6,000   5,891 109
985   876 109
525   255 270
69   48 21
876   1,167 -291
472   628 -156
809   1,084 -275
877   935 -58
741   994 -253
1,072   1,143 -71
3,366   858 2,508
3,574   1,724 1,850
1,643   1,631 12
2,427   828 1,599
1,532   739 793
2,000   2,000 0
1,114   280 834
1,122   281 841
3,574   1,706 1,868
1,754   1,895 -141
382   272 110
170   81 89
1,608   1,737 -129
1,697   1,210 487
5,451     5,451
16,544     16,544
2,228   576 1,652
283   261 22
1,716   2,018 -302
512   381 131
2,085   769 1,316
473   352 121
1,578   1,856 -278
3,691   2,611 1,080
11,113   10,804 309
1,644   1,062 582
240   221 19
331   329 2
111   110 1
541   340 201
1,983   1,306 677
180   124 56
41   29 12
286   205 81
163   117 46
204   146 58
82   64 18
1,142   897 245
82   64 18
41   32 9
122   96 26
204   160 44
460   407 53
204   258 -54
817   1,031 -214
817   1,031 -214
102   128 -26
102   128 -26
2,142   1,311 831
3,799     3,799
204   263 -59
1,134   969 165
891   705 186
274   220 54
1,096   879 217
30   24 6
684   429 255
446   280 166
119   97 22
119   97 22
204   131 73
642   423 219
525   346 179
59   38 21
474   310 164
444   291 153
296   192 104
148   96 52
119   77 42
1,627   1,019 608
1,084   665 419
1,893   1,547 346
1,258   766 492
899   554 345
665   517 148
250   194 56
416   323 93
1,009   817 192
749   655 94
166   129 37
83   65 18
166   146 20
449   403 46
48   53 -5
480   485 -5
527   534 -7
1,582   1,617 -35
1,047   821 226
1,105   867 238
231   183 48
1,327   1,050 277
173   137 36
173   137 36
173   137 36
172   137 35
517   411 106
172   137 35
345   274 71
460   365 95
57   46 11
568   351 217
5,301   3,063 2,238
453   429 24
441   337 104
314   335 -21
1,378   934 444
1,608   550 1,058
1,273   899 374
432   464 -32
1,716   1,306 410
285   309 -24
6,059   5,997 62
951   671 280
238   168 70
951   739 212
555   434 121
747   287 460
641   246 395
5,049   5,028 21
7,998   7,979 19
8,998   8,939 59
430   164 266
537   205 332
430   164 266
324   123 201
216   82 134
216   83 133
324   124 200
2,390   826 1,564
45   44 1
204   152 52
64   97 -33
1,800   2,717 -917
643   970 -327
3,000   2,465 535
204   435 -231
255   159 96
510   725 -215
510   725 -215
331   303 28
427   381 46
311   272 39
348   323 25
2,327   1,460 867
702   1,067 -365
702   1,067 -365
574   873 -299
191   194 -3
596   831 -235
1,722   2,401 -679
20,491   19,900 591
4,098   4,046 52
2,145   1,763 382
268   220 48
1,914   1,875 39
1,386   1,358 28
325   297 28
395   355 40
391   348 43
462   453 9
528   391 137
302   213 89
1,282   907 375
46   42 4
318   295 23
58   50 8
116   101 15
171   151 20
115   101 14
677   605 72
147   227 -80
979   1,575 -596
235   389 -154
597   988 -391
235   389 -154
9     9
24   30 -6
1,076   975 101
106   103 3
360   321 39
492   354 138
1,113   493 620
608   587 21
127   156 -29
528   502 26
961   1,079 -118
1,036   1,010 26
973   446 527
296   274 22
721   541 180
761   576 185
1,096   1,040 56
695   693 2
578   584 -6
1,080   686 394
130   131 -1
148   237 -89
1,013   1,002 11
194   292 -98
2,169   2,097 72
163   114 49
1,184   244 940
154   106 48
1,997   1,957 40
338   139 199
246   263 -17
1,210   1,187 23
158   129 29
1,216   378 838
622   477 145
39   41 -2
157   162 -5
73   70 3
117   110 7
98   110 -12
56   50 6
106   41 65
70   73 -3
206   183 23
93   91 2
117   117 0
80   82 -2
102   107 -5
55   50 5
44   47 -3
131   172 -41
140   136 4
123   118 5
326   364 -38
97   92 5
102   89 13
234   248 -14
133   116 17
109   99 10
72   67 5
106   110 -4
113   102 11
52   49 3
67   62 5
68   77 -9
112   107 5
188   177 11
184   166 18
56   50 6
92   99 -7
642   285 357
59   53 6
617   539 78
1,040   996 44
1,046   957 89
1,005   995 10
1,080   1,048 32
490   410 80
593   560 33
556   525 31
631   607 24
270   211 59
193   79 114
1,029   1,003 26
1,011   1,003 8
50   45 5
104   81 23
148   123 25
273   243 30
476   209 267
36   37 -1
25   22 3
104   81 23
222   185 37
109   97 12
1,040   1,011 29
978   1,028 -50
1,006   1,000 6
52   49 3
790   147 643
2,204   2,005 199
1,303   1,010 293
692   876 -184
331   215 116
1,023   994 29
799   501 298
245   286 -41
669   626 43
360   337 23
247   92 155
583   485 98
987   990 -3
1,086   281 805
970   406 564
1,084   288 796
914   946 -32
419   391 28
256   180 76
870   1,276 -406
832   989 -157
365   551 -186
1,095   1,395 -300
988   1,258 -270
2,205   2,485 -280
372   309 63
1,043   858 185
106   98 8
819   674 145
1,965   1,813 152
159   144 15
106   96 10
1,358   1,029 329
52   48 4
209   197 12
458   356 102
305   306 -1
407   407 0
301   327 -26
376   429 -53
676   779 -103
676   776 -100
225   255 -30
225   293 -68
8,961   8,213 748
9,957   10,283 -326
1,991   1,804 187
1,089   1,482 -393
908   1,196 -288
454   661 -207
93   91 2
93   120 -27
2,130   2,622 -492
    7,341 -7,341
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       -20
b       -111
c       522
d       146
e       215
      54
      291
      6
      44
      15
      0
      156
      259
      133
      543
      212
      754
      310
      23
      334
      45
      413
      -61
      1,194
      382
      233
      -12
      -24
      -267
      -57
      103
      7
      4
      11
      1
      1
      0
      -146
      -41
      -56
      2
      1
      1
      17
      11
      9
      81
      70
      49
      3
      47
      5
      17
      123
      -11
      0
      1
      31
      43
      76
      107
      234
      85
      58
      33
      133
      91
      56
      18
      56
      54
      43
      814
      5
      717
      633
      261
      -6
      598
      660
      -30
      -1,200
      -265
      -1,352
      -880
      -952
      -904
      -649
      -212
      966
      136
      324
      -449
      -651
      -708
      -218
      1,417
      1,000
      437
      48
      390
      1,167
      3,245
      0
      26
      -224
      -104
      -88
      127
      353
      383
      365
      146
      481
      -65
      -174
      -43
      -37
      -127
      369
      211
      1,889
      2,046
      186
      233
      234
      0
      -471
      -328
      215
      101
      92
      1,194
      -585
      45
      -211
      113
      372
      -100
      103
      164
      10
      1,112
      -204
      -230
      -216
      224
      -14
      119
      1,115
      198
      -2
      43
      -18
      -87
      -1
      431
      370
      209
      -12
      -39
      3,072
      2,343
      71
      708
      452
      440
      130
      954
      -3
      73
      430
      278
      -14
      56
      340
      251
      163
      855
      224
      267
      361
      167
      361
      60
      184
      617
      18
      99
      201
      -266
      1,633
      60
      44
      210
      852
      35
      62
      130
      118
      922
      17
      109
      151
      791
      417
      -106
      -7
      1,430
      389
      -121
      477
      1,014
      365
      623
      -24
      337
      1,870
      -31
      0
      131
      381
      593
      218
      48
      -22
      0
      72
      39
      46
      -432
      -106
      -158
      72
      56
      1,169
      61
      47
      185
      72
      127
      -50
      676
      219
      926
      21
      -25
      168
      1,826
      538
      109
      109
      270
      21
      -291
      -156
      -275
      -58
      -253
      -71
      2,508
      1,850
      12
      1,599
      793
      0
      834
      841
      1,868
      -141
      110
      89
      -129
      487
      5,451
      16,544
      1,652
      22
      -302
      131
      1,316
      121
      -278
      1,080
      309
      582
      19
      2
      1
      201
      677
      56
      12
      81
      46
      58
      18
      245
      18
      9
      26
      44
      53
      -54
      -214
      -214
      -26
      -26
      831
      3,799
      -59
      165
      186
      54
      217
      6
      255
      166
      22
      22
      73
      219
      179
      21
      164
      153
      104
      52
      42
      608
      419
      346
      492
      345
      148
      56
      93
      192
      94
      37
      18
      20
      46
      -5
      -5
      -7
      -35
      226
      238
      48
      277
      36
      36
      36
      35
      106
      35
      71
      95
      11
      217
      2,238
      24
      104
      -21
      444
      1,058
      374
      -32
      410
      -24
      62
      280
      70
      212
      121
      460
      395
      21
      19
      59
      266
      332
      266
      201
      134
      133
      200
      1,564
      1
      52
      -33
      -917
      -327
      535
      -231
      96
      -215
      -215
      28
      46
      39
      25
      867
      -365
      -365
      -299
      -3
      -235
      -679
      591
      52
      382
      48
      39
      28
      28
      40
      43
      9
      137
      89
      375
      4
      23
      8
      15
      20
      14
      72
      -80
      -596
      -154
      -391
      -154
      9
      -6
      101
      3
      39
      138
      620
      21
      -29
      26
      -118
      26
      527
      22
      180
      185
      56
      2
      -6
      394
      -1
      -89
      11
      -98
      72
      49
      940
      48
      40
      199
      -17
      23
      29
      838
      145
      -2
      -5
      3
      7
      -12
      6
      65
      -3
      23
      2
      0
      -2
      -5
      5
      -3
      -41
      4
      5
      -38
      5
      13
      -14
      17
      10
      5
      -4
      11
      3
      5
      -9
      5
      11
      18
      6
      -7
      357
      6
      78
      44
      89
      10
      32
      80
      33
      31
      24
      59
      114
      26
      8
      5
      23
      25
      30
      267
      -1
      3
      23
      37
      12
      29
      -50
      6
      3
      643
      199
      293
      -184
      116
      29
      298
      -41
      43
      23
      155
      98
      -3
      805
      564
      796
      -32
      28
      76
      -406
      -157
      -186
      -300
      -270
      -280
      63
      185
      8
      145
      152
      15
      10
      329
      4
      12
      102
      -1
      0
      -26
      -53
      -103
      -100
      -30
      -68
      748
      -326
      187
      -393
      -288
      -207
      2
      -27
      -492
      -7,341
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 2 110,241
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 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 39,682 892,367 0.044468
2016 0 820,309 0.000000
2015 0 765,731 0.000000
2014 0 766,684 0.000000
2013 33,700 739,761 0.045555
2
Total of line 1, column (d) .....................
2
0.090023
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
0.018005
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,320,665
5
Multiply line 4 by line 3......................
5
23,779
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
774
7
Add lines 5 and 6........................
7
24,553
8
Enter qualifying distributions from Part XII, line 4,.............
8
152,250
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 774
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........................... 3 774
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- ..... 5 774
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 13
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 787
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 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)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCATHERINE C HEYWOOD Telephone no.bullet (707) 965-2975

    Located atbulletPO BOX 845ANGWINCA ZIP+4bullet94508
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    RYAN HEYWOOD PRESIDENT
    1.00
    0 0 0
    1275 CHARDONNAY WAY
    ST HELENA,CA94574
    CATHERINE HEYWOOD TREASURER
    1.00
    0 0 0
    PO BOX 845
    ANGWIN,CA94508
    CARSON HEYWOOD SECRETARY
    0.00
    0 0 0
    1275 CHARDONNAY WAY
    ST HELENA,CA94574
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,298,722
    b
    Average of monthly cash balances.......................
    1b
    42,055
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,340,777
    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
    1,340,777
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    20,112
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,320,665
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    66,033
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    66,033
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    774
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    774
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    65,259
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    65,259
    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
    65,259
    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
    152,250
    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
    152,250
    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
    774
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    151,476
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 65,259
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 43,918
    b Total for prior years:2015, 2014, 2013 107,464
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 152,250
    a Applied to 2017, but not more than line 2a 43,918
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    Click to see attachment107,464
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 868
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    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......
    107,464
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    64,391
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    BOYS AND GIRLS CLUB OF ST HELENA AND CALISTOGA
    1420 TAINTER STREET
    ST HELENA,CA94574
      CASH FURTHER CHARITABLE PURPOSE 5,000
    CLINIC OLE
    1141 PEAR TREE LANE
    NAPA,CA94558
      CASH FURTHER CHARITABLE PURPOSE 20,000
    NAPA VALLEY VINE TRAIL
    3299 CLAREMONT WAY 4
    NAPA,CA94558
      CASH FURTHER CHARITABLE PURPOSE 20,000
    RIANDA HOUSE
    1475 MAIN STREET
    ST HELENA,CA94574
      CASH FURTHER CHARITABLE PURPOSE 5,000
    NAPA VALLEY COMMUNITY FOUNDATION
    3299 CLAREMONT WAY 2
    NAPA,CA94558
      CASH FURTHER CHARITABLE PURPOSE 100,250
    NAPA COUNTY BICYCLE COALITION
    2721 NAPA VALLEY CORPORATE DRIVE
    NAPA,CA94558
      PC FURTHER CHARITABLE PURPOSE 2,000
    Total .................................bullet 3a 152,250
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 34,448  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 110,241  
    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).. 0 144,689 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    144,689
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    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 (2018)
    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
    2018
    Name of the organization
    THE CARPY FAMILY FOUNDATION
     
    Employer identification number

    94-3375434
    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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE CARPY FAMILY FOUNDATION
     
    Employer identification number
    94-3375434
    Part I
    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
    CARPY CHARITABLE REMAINDER TRUST
     
    PO BOX 845
     
    ANGWIN, CA94508

    $ 717,162


    (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.)
    (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.)
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE CARPY FAMILY FOUNDATION
     
    Employer identification number

    94-3375434
    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
    STOCK AND BONDS $ 823,903 2018-12-28
    (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
     
    $    
    (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
     
    $    
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE CARPY FAMILY FOUNDATION
     
    Employer identification number

    94-3375434
    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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE CARPY FAMILY FOUNDATION
    EIN:
    94-3375434
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 14,678 14,678 0 0

    TY 2018 AppliedToPriorYearElection
    Name:
    THE CARPY FAMILY FOUNDATION
    EIN:
    94-3375434
    Election:
    THE FOUNDATION IS MAKING AN ELECTION UNDER SUBPARAGRAPH (2) OF TREAS. REG. SEC. 53-4942(A)-(3)(D) WHEREBY IT IS TREATING ITS CURRENT YEAR EXCESS QUALIFYING DISTRIBUTION TO BE APPLIED AGAINST PRIOR TAXABLE YEARS UNDISTRIBUTED INCOME. THOSE ARE TAX YEARS ARE 2013, 2014, AND 2015 AND ANY EXCESS BEYOND THOSE YEARS IS TO BE APPLIED AGAINST 2018.

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE CARPY FAMILY FOUNDATION
    EIN:
    94-3375434
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 231,885 239,238
    MUTUAL FUNDS 45,980 46,692

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE CARPY FAMILY FOUNDATION
    EIN:
    94-3375434
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 768,161 1,006,724

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE CARPY FAMILY FOUNDATION
    EIN:
    94-3375434
    US Government Securities - End of Year Book Value:

    264,947
    US Government Securities - End of Year Fair Market Value:

    276,736
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE CARPY FAMILY FOUNDATION
    EIN:
    94-3375434
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BIF MONEY FUND AT COST 1,808 1,808
    ACCRUED INTEREST AT COST 3,327 3,327

    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE CARPY FAMILY FOUNDATION
    EIN:
    94-3375434
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 19,080 19,080 0 0
    BANK FEES 196 196 0 0


    TY 2018 TaxesSchedule
    Name:
    THE CARPY FAMILY FOUNDATION
    EIN:
    94-3375434
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 32,663 32,663 0 0
    CALIFORNIA REGISTRATION AND FILING FEES 169 169 0 0
    FOREIGN TAXES WITHHELD 486 486 0 0