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 10-01-2017 , and ending 09-30-2018
Name of foundation
F FELIX FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6 UNIVERSITY DRIVE NO 206
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AMHERST, MA01002
A Employer identification number

04-3464255
B Telephone number (see instructions)

(413) 253-9333
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$3,674,511J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 125 125  
4 Dividends and interest from securities... 78,280 78,280  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 36,518
b Gross sales price for all assets on line 6a 929,416
7 Capital gain net income (from Part IV, line 2)... 36,518
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 16,280 16,280 0
12 Total. Add lines 1 through 11........ 131,203 131,203 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 64,008 0 0 64,008
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 4,693 0 0 4,693
16a Legal fees (attach schedule)......... Click to see attachment 1,500 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment 3,295 0 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,897 0 0 4,897
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 26,496 23,193 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 104,889 23,193 0 73,598
25 Contributions, gifts, grants paid....... 155,800 155,800
26 Total expenses and disbursements. Add lines 24 and 25 260,689 23,193 0 229,398
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -129,486
b Net investment income (if negative, enter -0-) 108,010
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 582,689 596,462 596,462
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,067,136 Click to see attachment1,118,485 1,118,485
c Investments—corporate bonds (attach schedule)....... 2,070,895 Click to see attachment1,928,902 1,928,902
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 30,031 Click to see attachment30,662 30,662
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) 3,750,751 3,674,511 3,674,511
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment2,246 Click to see attachment2,246
23 Total liabilities (add lines 17 through 22)......... 2,246 2,246
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,748,505 3,672,265
30 Total liabilities and net assets/fund balances (see instructions). 3,750,751 3,674,511
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
3,748,505
2
Enter amount from Part I, line 27a .....................
2
-129,486
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
63,049
4
Add lines 1, 2, and 3 ..........................
4
3,682,068
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
9,803
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,672,265
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 416 SHS EMERSON ELECTRIC CO EX-DIV P 2017-10-01 2017-11-16
b 181 SHS WYNN RESORTS LTD P 2017-10-01 2017-11-17
c 172 SHS HARRIS CORP DEL. P 2017-10-01 2017-11-29
d 337 SHS ONEOK INC. AVERAGE PRICE TRADE P 2017-10-01 2017-11-29
e 115 SHS RAYTHEON CO. COM NEW P 2017-10-01 2017-11-29
329 SHS ALTRIA GROUP INC P 2017-10-01 2017-12-28
133 SHS INTL BUSINESS MACH P 2017-10-01 2017-12-28
240 SHS PHILIP MORRIS INTL INC COM P 2017-10-01 2017-12-28
4000 SHS ABBOTT LABS NOTE CALL MAKE WHOLE P 2017-10-01 2018-03-22
685 SHS GENERAL MTRS CO COM AVERAGE PRICE TRADE P 2017-10-01 2018-05-16
155 SHS PRUDENTIAL FINL INC P 2017-10-01 2018-05-16
673 SHS XEROX CORP. COM NEW AVERAGE PRICE P 2017-10-01 2018-05-16
4000 SHS ABBOTT LABS NOTE CALL MAKE WHOLE P 2017-10-01 2018-06-22
223 SHS ALLSTATE CORP AVERAGE PRICE P 2017-10-01 2018-06-25
250 SHS AVERY DENNISON CORP AVERAGE TRADE PRICE P 2017-10-01 2018-06-25
123 SHS CHUBB LIMITED COM NPV P 2017-10-01 2018-06-25
705.384 SHS FIDELITY SELECT UTILITIES PORTFOLIO P 2017-10-01 2018-07-10
65000 SHS AVALONBAY CMNTYS INC BE MTN P 2017-10-01 2018-07-11
65000 SHS LINCOLN NATL CORP IND P 2017-10-01 2018-07-11
65000 SHS METLIFE INC NOTE CALL MAKE WHOLE P 2017-10-01 2018-07-11
65000 SHS POTASH CORP SASK INC NOTE CALL MAKE WHOLE P 2017-10-01 2018-07-11
65000 SHS TYCO ELECTRONICS GROUP S A P 2017-10-01 2018-07-11
1088.797 SHS FIDELITY SELECT UTILITIES PORTFOLIO P 2017-10-01 2018-07-16
65000 SHS CITIGROUP INC NOTE P 2017-10-01 2018-07-30
74 SHS FACEBOOK INC. COM P 2017-10-01 2018-08-01
193 SHS FCB FINL HLDGS INC CL A P 2017-10-01 2018-08-01
72 SHS NETFLIX COM INC. P 2017-10-01 2018-08-01
267 SHS PERFORMANCE FOOD GROUP CO COM P 2017-10-01 2018-08-17
274 SHS KLA-TENCOR CORP. COM P 2017-10-01 2018-09-14
2000 SHS ABBOTT LABS NOTE CALL MAKE WHOLE P 2017-10-01 2018-09-28
(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 25,067   25,063 4
b 27,363   20,244 7,119
c 24,680   19,395 5,285
d 16,859   17,880 -1,021
e 21,503   18,059 3,444
23,712   24,883 -1,171
20,332   23,403 -3,071
24,969   27,321 -2,352
4,000   4,001 -1
25,199   24,757 442
15,507   16,411 -904
18,574   19,912 -1,338
4,000   4,001 -1
20,638   18,485 2,153
25,148   19,956 5,192
15,406   16,762 -1,356
60,000   39,592 20,408
60,805   65,525 -4,720
62,729   66,174 -3,445
62,387   65,831 -3,444
61,883   66,985 -5,102
64,412   66,312 -1,900
93,789   61,112 32,677
65,000   64,937 63
12,484   14,989 -2,505
9,866   11,787 -1,921
24,640   30,114 -5,474
8,544   9,944 -1,400
27,920   27,063 857
2,000   2,000 0
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       4
b       7,119
c       5,285
d       -1,021
e       3,444
      -1,171
      -3,071
      -2,352
      -1
      442
      -904
      -1,338
      -1
      2,153
      5,192
      -1,356
      20,408
      -4,720
      -3,445
      -3,444
      -5,102
      -1,900
      32,677
      63
      -2,505
      -1,921
      -5,474
      -1,400
      857
      0
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 36,518
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 36,518
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 201,811 3,700,821 0.054531
2017 190,959 3,737,209 0.051097
2016 214,038 3,863,907 0.055394
2015 287,702 4,036,818 0.071269
2014 261,529 4,282,005 0.061076
2
Total of line 1, column (d) .....................
2
0.293367
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
0.058673
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
3,656,942
5
Multiply line 4 by line 3......................
5
214,564
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,080
7
Add lines 5 and 6........................
7
215,644
8
Enter qualifying distributions from Part XII, line 4,.............
8
229,398
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,080
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 1,080
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,080
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 3,200
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 3,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,120
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet2,120 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
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA, DE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletROBERT MAZER Telephone no.bullet (413) 253-9333

    Located atbullet6 UNIVERSITY DRIVE SUITE 206 PMB249AMHERSTMA ZIP+4bullet01002
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    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
    ROBERT MAZER PRES/DIR
    24.00     		48,000 4,693 0
    6 UNIVERSITY DRIVE STE 206 PMB 249
    AMHERST,MA01002
    MAGDALENA MAZER TREAS/SEC
    14.00     		16,008 0 0
    6 UNIVERSITY DRIVE STE 206 PMB 249
    AMHERST,MA01002
    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 (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............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
    3,123,055
    b
    Average of monthly cash balances.......................
    1b
    589,576
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,712,631
    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
    3,712,631
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    55,689
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,656,942
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    182,847
    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
    182,847
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    1,080
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,080
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    181,767
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    181,767
    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
    181,767
    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
    229,398
    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
    229,398
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    1,080
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    228,318
    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 7 181,767
    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...... 49,623
    b From 2015...... 87,679
    c From 2016...... 22,694
    d From 2017...... 6,560
    e From 2018...... 19,584
    fTotal of lines 3a through e........ 186,140
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 229,398
    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..... 181,767
    e Remaining amount distributed out of corpus 47,631
    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 5 233,771
    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) ...     		49,623
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		184,148
    10 Analysis of line 9:
    a Excess from 2015.... 87,679
    b Excess from 2016.... 22,694
    c Excess from 2017.... 6,560
    d Excess from 2018.... 19,584
    e Excess from 2019.... 47,631
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CENTER FOR NEW AMERICANS
    17 NEW SOUTH ST
    NORTHAMPTON,MA010604073     		  501(C)(3) PUBLIC CHA CHARITABLE 200
    COMMUNITY FOUNDATION OF W MA
    1500 MAIN STREET
    SPRINGFIELD,MA011150001     		  501(C)(3) PUBLIC CHA CHARITABLE 130,000
    CONGREGATION ORGANIZED FOR A NEW CONNECTICUT
    185 COLD SPRING ST
    NEW HAVEN,CT065112231     		  501(C)(3) PUBLIC CHA CHARITABLE 500
    DAKIN PIONEER VALLEY HUMANE SOCIETY
    163 MONTAGUE RD
    LEVERETT,MA01054     		  501(C)(3) PUBLIC CHA CHARITABLE 2,000
    KARUNA CENTER FOR PEACE BLDG
    49 RICHARDSON RD
    LEVERETT,MA01054     		  501(C)(3) PUBLIC CHA CHARITABLE 10,000
    RED ROVER
    5892A SOUTH LAND PARK DR
    SACRAMENTO,CA95818     		  501(C)(3) PUBLIC CHA CHARITABLE 2,000
    ROCKY MOUNTAIN ECODHARMA RETREAT CENTER
    1466 MEADOW LARK DRIVE
    BOULDER,CO80303     		  501(C)(3) PUBLIC CHA CHARITABLE 800
    PRICING CARBON INITIATIVE INC
    51 INTERLAKEN ROAD
    STOCKBRIDGE,MA01262     		  501(C)(3) PUBLIC CHA CHARITABLE 10,000
    WAMC PUBLIC RADIO
    PO BOX 66600
    ALBANY,NY12206     		  501(C)(3) PUBLIC CHA CHARITABLE 200
    NEW ENGLAND PUBLIC RADIO
    1525 MAIN ST
    SPRINGFIELD,MA01103     		  501(C)(3) PUBLIC CHA CHARITABLE 100
    Total .................................bullet 3a 155,800
    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 ...........     		    14 125  
    4 Dividends and interest from securities....     14 78,280  
    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 16,280  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 36,518  
    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).. 0 131,203 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    131,203
    (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

    TY 2017 AccountingFeesSchedule
    Name:
    F FELIX FOUNDATION
    EIN:
    04-3464255
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,295 0 0 0

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    F FELIX FOUNDATION
    EIN:
    04-3464255
    Name of Bond End of Year Book Value End of Year Fair Market Value
    10000 SHS MEAD JOHNSON NUTRITION CO 9,965 9,965
    10000 SHS SYSCO CORP 9,765 9,765
    10000 SHS VENTAS RLTY LTD 9,710 9,710
    20000 SHS HOME DEPOT INC NOTE CALL MAKE WHOLE 19,202 19,202
    234000 UNITED STATES TREAS BILLS ZERO COUPON 233,867 233,867
    40000 SHS JP MORGAN CHASE 40,296 40,296
    5000 SHS CAPITAL ONE FINL CORP 4,889 4,889
    5000 SHS CELGENE CORP 4,932 4,932
    5000 SHS GENERAL MTRS FINL CO 4,885 4,885
    5000 SHS TIME WARNER INC 4,946 4,946
    50000 SHS BURLINGTON NORTHERN SANTA FE 51,048 51,048
    60000 SHS PSEG POWER LLC 63,992 63,992
    65000 SHS ABBVIE INC. 64,271 64,271
    65000 SHS AMERICAN INTL. GROUP 64,708 64,708
    65000 SHS AT&T 64,043 64,043
    65000 SHS AVERY DENNISON CORP. 63,426 63,426
    65000 SHS BANK OF AMERICA CORP. 65,005 65,005
    65000 SHS CONOCOPHILLIPS CO. 63,815 63,815
    65000 SHS CORNING INC. 63,579 63,579
    65000 SHS DOMINION RES INC. 62,676 62,676
    65000 SHS EATON CORP PLC 63,083 63,083
    65000 SHS EBAY INC. 62,709 62,709
    65000 SHS EXPRESS SCRIPTS HOLDING CO. 64,667 64,667
    65000 SHS GILEAD SCIENCES INC. 65,202 65,202
    65000 SHS LAM RESEARCH CORP. 64,620 64,620
    65000 SHS MCKESSON CORP. 62,110 62,110
    65000 SHS MONSANTO CO. 61,251 61,251
    65000 SHS NETAPP INC. 64,764 64,764
    65000 SHS RYDER SYSTEM MTN. 64,440 64,440
    65000 SHS STANLEY BLACK & DECKER INC. 63,577 63,577
    65000 SHS VERIZON COMMUNICATIONS 64,355 64,355
    65000 SHS VODAFONE GROUP 62,764 62,764
    65000 SHS WALGREEN CO. 63,512 63,512
    70000 SHS CBS CORP NEW NOTE CALL MAKE WHOLE 65,860 65,860
    70000 SHS DUKE ENERGY CORP 66,968 66,968

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    F FELIX FOUNDATION
    EIN:
    04-3464255
    Name of Stock End of Year Book Value End of Year Fair Market Value
    101 SHS J2 GLOBAL INC COM 8,368 8,368
    104 SHS AMGEN INC 21,558 21,558
    104 SHS CITRIX SYS INC COM 11,561 11,561
    107 SHS TRAVELERS COMPANIES INC COM STK NPV 13,879 13,879
    1079 SHS HP INC COM 27,806 27,806
    109 SHS UNITEDHEALTH GROUP 28,998 28,998
    118 SHS QORVO INC COM 9,073 9,073
    120 SHS PERKINELMER INC 11,672 11,672
    120 SHS SKYWORKS SOLUTIONS INC COM 10,885 10,885
    123 SHS GOLDMAN SACHS GROUP INC 27,582 27,582
    129 SHS JOHNSON & JOHNSON 17,824 17,824
    142 SHS UNITED TECHNOLOGIES CORP COM 19,853 19,853
    143 SHS CENTNE CORP DEL 20,704 20,704
    158 SHS CREDICORP LTD COM 35,247 35,247
    158 SHS SPIRIT AEROSYSTEMS HLDGS INC CL A 14,484 14,484
    162 SHS EATON CORP PLC 14,050 14,050
    175 SHS BOEING CO 65,083 65,083
    190 SHS AMN HEALTHCARE SERVICES INC COM 10,393 10,393
    190 SHS NVIDIA CORP 53,394 53,394
    196 SHS MICROSOFT CORP 22,417 22,417
    216 SHS SALESFORCE COM INC 34,350 34,350
    241 SHS OLLIES BARGAIN OUTLT HLDGS INC COM 23,160 23,160
    269 SHS MARATHON PETROLEUM CORP COM USD.01 21,512 21,512
    288 SHS APPLE INC 65,013 65,013
    31 SHS ALPHABET INC CAP STK CL A 37,419 37,419
    31 SHS AMAZON.COM INC 62,093 62,093
    349 SHS AFLAC INC 16,427 16,427
    362 SHS JP MORGAN CHASE & CO 40,848 40,848
    366 SHS VALERO ENERGY CORP 41,633 41,633
    372 SHS INTEL CORP 17,592 17,592
    421 SHS ABBVIE INC COM 39,818 39,818
    46 SHS BLACKROCK INC 21,681 21,681
    622 SHS VANGUARD INDEX FDS VANGUARD SMALL CAP 86,682 86,682
    686 SHS PFIZER INC 30,232 30,232
    731 SHS CISCO SYS INC 35,563 35,563
    88 SHS LOCKHEED MARTIN CORP 49,818 49,818
    933 SHS VERIZON COMMUNICATIONS 49,813 49,813

    TY 2017 InvestmentsOtherSchedule2
    Name:
    F FELIX FOUNDATION
    EIN:
    04-3464255
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT IN PARTNERSHIP AT COST 30,662 30,662

    TY 2017 LegalFeesSchedule
    Name:
    F FELIX FOUNDATION
    EIN:
    04-3464255
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,500 0 0 0


    TY 2017 OtherDecreasesSchedule
    Name:
    F FELIX FOUNDATION
    EIN:
    04-3464255
    Description Amount
    UNREALIZED APPRECIATION PARTNERSHIP 9,803


    TY 2017 OtherExpensesSchedule
    Name:
    F FELIX FOUNDATION
    EIN:
    04-3464255
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES & EXPENSE 23,193 23,193 0 0
    MA CORP ANNUAL FEE 109 0 0 0
    MA FORM PC FILING FEE 140 0 0 0
    DE FILING FEE 393 0 0 0
    FEDERAL INCOME TAX 2,661 0 0 0


    TY 2017 OtherIncomeSchedule2
    Name:
    F FELIX FOUNDATION
    EIN:
    04-3464255
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CAP. GAIN DISTRIBUTIONS 5,832 5,832 0
    ORDINARY PARTNER INCOME 12 12 0
    INTEREST INCOME PARTNERSHIP 19 19 0
    DIVIDEND INCOME PARTNERSHIP 35 35 0
    SHORT TERM GAIN PARTNERSHIP 10,382 10,382 0


    TY 2017 OtherIncreasesSchedule
    Name:
    F FELIX FOUNDATION
    EIN:
    04-3464255
    Description Amount
    UNREALIZED GAINS/(LOSSES) 63,049


    TY 2017 OtherLiabilitiesSchedule
    Name:
    F FELIX FOUNDATION
    EIN:
    04-3464255
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED PAYROLL TAXES 2,246 2,246


    TY 2017 TaxesSchedule
    Name:
    F FELIX FOUNDATION
    EIN:
    04-3464255
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAX EXPENSE 4,897 0 0 4,897