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
MARCIA HELEN EWING TRUST FOR UNITED METHODISM
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

30-6191365
B Telephone number (see instructions)

(800) 496-2583
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$2,103,535J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 47,115 46,472  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 45,790
b Gross sales price for all assets on line 6a 453,281
7 Capital gain net income (from Part IV, line 2)... 45,790
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,904 1,904  
12 Total. Add lines 1 through 11........ 94,809 94,166  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,471 9,883   6,588
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,190 1,052   0
19 Depreciation (attach schedule) and depletion... 285 285  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 1 1    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,947 11,221 0 6,588
25 Contributions, gifts, grants paid....... 87,423 87,423
26 Total expenses and disbursements. Add lines 24 and 25 110,370 11,221 0 94,011
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,561
b Net investment income (if negative, enter -0-) 82,945
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............. 17,214 18,497 18,497
2 Savings and temporary cash investments......... 76,989 25,086 25,086
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 948,400 Click to see attachment931,321 1,263,188
c Investments—corporate bonds (attach schedule)....... 573,297 Click to see attachment650,927 632,493
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 188,053 Click to see attachment162,737 158,562
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment4 Click to see attachment4 Click to see attachment5,709
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,803,957 1,788,572 2,103,535
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
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,803,957 1,788,572
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,803,957 1,788,572
30 Total liabilities and net assets/fund balances (see instructions). 1,803,957 1,788,572
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,803,957
2
Enter amount from Part I, line 27a .....................
2
-15,561
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
285
4
Add lines 1, 2, and 3 ..........................
4
1,788,681
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
109
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,788,572
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 2. ALEXION PHARMACEUTICALS INC     2017-10-03
b 6. ALEXION PHARMACEUTICALS INC     2017-10-03
c 5. HARTFORD FINL SVCS GROUP INC   2013-05-07 2017-10-03
d 7. BROADCOM LTD   2013-05-31 2017-10-03
e 2. BROADCOM LTD   2013-05-31 2017-10-03
1. ALEXION PHARMACEUTICALS INC   2016-04-06 2017-10-04
1. HARTFORD FINL SVCS GROUP INC   2013-05-07 2017-10-04
5. HARTFORD FINL SVCS GROUP INC     2017-10-04
3. HARTFORD FINL SVCS GROUP INC   2013-09-18 2017-10-04
1. HARTFORD FINL SVCS GROUP INC   2013-09-18 2017-10-04
3. HARTFORD FINL SVCS GROUP INC   2013-09-18 2017-10-05
1. HARTFORD FINL SVCS GROUP INC   2013-09-18 2017-10-06
1. HARTFORD FINL SVCS GROUP INC   2013-09-18 2017-10-09
68. GENERAL ELEC CO     2017-10-10
9. AT&T INC   2015-06-01 2017-10-27
31. AT&T INC     2017-10-27
28. AT&T INC     2017-10-30
24. AT&T INC   2015-06-02 2017-10-30
9. ANALOG DEVICES INC     2017-11-10
4. BIOGEN IDEC INC     2017-11-10
8. ANALOG DEVICES INC     2017-11-13
20. TJX COS INC NEW     2017-11-17
1. TJX COS INC NEW   2014-05-22 2017-11-17
2. TJX COS INC NEW     2017-11-17
13. PNC FINL SVCS GROUP INC     2017-11-20
1. BLACKROCK INC   2014-10-29 2017-11-21
1148.106 NB HIGH INCOME BOND-R6   2016-03-01 2017-11-21
4. ADOBE SYS INC   2012-08-03 2017-12-04
1. ADOBE SYS INC   2012-11-05 2017-12-05
4. ADOBE SYS INC   2012-11-05 2017-12-05
2. ADOBE SYS INC   2012-11-05 2017-12-05
23. GENERAL ELEC CO     2017-12-05
14. GENERAL ELEC CO   2015-09-29 2017-12-05
33. GENERAL ELEC CO     2017-12-05
3. GENERAL ELEC CO   2015-12-11 2017-12-06
41. GENERAL ELEC CO     2017-12-06
26. GENERAL ELEC CO     2017-12-06
. BANK OF AMERICA CORPORATION     2017-12-12
7. STADA ARZNEIMITTEL AG     2017-12-13
20. STADA ARZNEIMITTEL AG     2017-12-13
16. STADA ARZNEIMITTEL AG     2017-12-13
. DELPHI TECHNOLOGIES PLC     2017-12-26
4. BLACKROCK INC     2018-01-11
4. CMS ENERGY CORP   2015-12-02 2018-01-11
9. CMS ENERGY CORP   2015-12-02 2018-01-11
33. THE KRAFT HEINZ CO     2018-01-11
4. CMS ENERGY CORP   2015-12-02 2018-01-12
1. CMS ENERGY CORP   2015-12-02 2018-01-12
34. CMS ENERGY CORP     2018-01-12
272.926 EATON VANCE MUT FDS TR   2016-02-04 2018-01-12
702.247 EQUINOX CAMPBELL STRATEGY-I   2014-08-13 2018-01-12
5807.491 JOHN HANCOCKINC FD - R6   2015-09-02 2018-01-12
234.115 JOHN HANCOCKINC FD - R6   2017-01-17 2018-01-12
1816.239 JPMORGAN GL RES ENH IDX-R6     2018-01-12
1. ABBOTT LABS   2014-07-17 2018-01-23
2. AGILENT TECHNOLOGIES INC   2016-10-18 2018-01-23
1. AMAZON COM INC   2015-02-02 2018-01-23
1. AMERICAN INTL GROUP INC NEW   2016-04-18 2018-01-23
1. ANADARKO PETE CORP   2016-12-09 2018-01-23
1. ANALOG DEVICES INC   2016-10-28 2018-01-23
2. APPLE COMPUTER INC   2010-05-07 2018-01-23
7. BANK OF AMERICA CORPORATION   2012-11-08 2018-01-23
1. BANK OF NEW YORK MELLON CORP   2016-11-07 2018-01-23
4. BOSTON SCIENTIFIC CORP   2016-09-15 2018-01-23
2. BRISTOL MYERS SQUIBB CO   2013-05-03 2018-01-23
3. CITIGROUP INC NEW   2012-01-23 2018-01-23
4. COMCAST CORP NEW CL A   2012-06-01 2018-01-23
1. DELTA AIR LINES INC DEL NEW   2017-12-13 2018-01-23
1. DIAMONDBACK ENERGY INC   2017-05-15 2018-01-23
2. DISNEY WALT CO   2016-10-07 2018-01-23
1. DISH NETWORK CORP   2016-04-18 2018-01-23
1. DOLLAR TREE INC   2017-10-27 2018-01-23
2. DOWDUPONT INC   2015-06-18 2018-01-23
2. EOG RESOURCES INC   2016-03-07 2018-01-23
1. EQT CORPORATION   2015-07-27 2018-01-23
1. EASTMAN CHEM CO   2016-02-22 2018-01-23
1. FACEBOOK INC-A   2014-09-09 2018-01-23
2. FIDELITY NATL INFORMATION SVCS INC     2018-01-23
1. GENERAL DYNAMICS CORP   2016-08-11 2018-01-23
1. GILEAD SCIENCES INC   2014-12-11 2018-01-23
1. GOLDMAN SACHS GROUP INC   2016-02-05 2018-01-23
2. HARTFORD FINL SVCS GROUP INC   2013-09-18 2018-01-23
1. HOME DEPOT INC   2012-03-20 2018-01-23
2. HONEYWELL INTL INC   2010-10-22 2018-01-23
1. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-01-23
4. KEYCORP NEW     2018-01-23
2. LILLY ELI & CO     2018-01-23
2. LOWES COS INC   2011-09-22 2018-01-23
2. MASCO CORP   2012-08-03 2018-01-23
1. MASTERCARD INC - CLASS A   2009-11-23 2018-01-23
2. MERCK & CO INC   2016-08-05 2018-01-23
1. METLIFE INC   2017-08-21 2018-01-23
5. MICROSOFT CORP     2018-01-23
1. MICROCHIP TECHNOLOGY INC   2017-04-12 2018-01-23
1. MOLSON COORS BREWING CO   2015-06-22 2018-01-23
3. MONDELEZ INTERNATIONAL-W/I   2011-09-09 2018-01-23
4. MORGAN STANLEY DEAN WITTER & CO NEW   2013-01-16 2018-01-23
1. NEXTERA ENERGY INC   2016-10-18 2018-01-23
1. NIKE INC   2017-02-23 2018-01-23
2. NISOURCE INC   2013-04-05 2018-01-23
1. NORFOLK SOUTHN CORP   2017-01-30 2018-01-23
3. OCCIDENTAL PETE CORP   2012-09-13 2018-01-23
1. PEPSICO INC   2014-10-07 2018-01-23
5. PFIZER INC   2015-04-08 2018-01-23
2. PHILIP MORRIS INTERNATIONAL   2017-04-24 2018-01-23
1. PIONEER NAT RES CO   2015-12-08 2018-01-23
1. SVB FINANCIAL GROUP   2015-02-05 2018-01-23
1. SCHWAB CHARLES CORP NEW   2015-06-18 2018-01-23
1. STANLEY BLACK & DECKER,INC.   2015-11-10 2018-01-23
1. TJX COS INC NEW   2014-10-21 2018-01-23
2. TEXAS INSTRS INC   2016-02-05 2018-01-23
3. TWENTY-FIRST CENTURY FOX-A   2014-04-29 2018-01-23
1. UNION PAC CORP   2015-02-27 2018-01-23
2. UNITEDHEALTH GROUP INC   2013-06-13 2018-01-23
1. VISA INC CLASS A SHARES   2015-10-19 2018-01-23
1. WALGREENS BOOTS ALLIANCE INC   2017-01-30 2018-01-23
4. WASTE CONNECTIONS INC   2016-07-25 2018-01-23
4. WELLS FARGO & CO NEW     2018-01-23
1. WORKDAY INC-CLASS A   2016-08-10 2018-01-23
1. ZIMMER HLDGS INC   2017-11-10 2018-01-23
1. ALLEGION PLC   2015-10-27 2018-01-23
1. ACCENTURE PLC   2014-01-15 2018-01-23
1. INGERSOLL-RAND PLC   2017-02-10 2018-01-23
1. APTIV PLC   2017-05-18 2018-01-23
1. CHUBB LTD   2011-05-23 2018-01-23
14. APPLE COMPUTER INC     2018-01-26
30. TJX COS INC NEW     2018-01-26
7. DELPHI TECHNOLOGIES PLC     2018-01-26
2167.127 NB HIGH INCOME BOND-R6   2016-03-01 2018-01-31
211.685 JPMORGAN GL RES ENH IDX-R6   2014-02-10 2018-02-01
420.521 T ROWE PR OVERSEAS STOCK-I   2011-02-07 2018-02-01
1. WELLS FARGO & CO NEW   2011-08-09 2018-02-06
13. WELLS FARGO & CO NEW   2011-08-09 2018-02-06
14. WELLS FARGO & CO NEW     2018-02-06
1162.791 PIMCO SHORT TERM FUND INSTL   2018-01-12 2018-02-08
3259.452 BLACKROCK HIGH YIELD PT-BLAC   2011-03-22 2018-02-13
5. ANADARKO PETE CORP     2018-02-22
3. ANADARKO PETE CORP     2018-02-22
2. ANADARKO PETE CORP     2018-02-22
3. ANADARKO PETE CORP     2018-02-22
20. ANADARKO PETE CORP     2018-02-22
1. ANADARKO PETE CORP   2017-01-30 2018-02-22
10. CIGNA CORP     2018-02-22
22. METLIFE INC     2018-02-22
4. METLIFE INC   2017-08-24 2018-02-22
16. METLIFE INC     2018-02-22
1353.18 MFS EMERGING MKTS DEBT FD R6   2016-07-20 2018-02-26
1. CONCHO RESOURCES INC   2016-07-22 2018-03-09
1. CONCHO RESOURCES INC   2016-07-22 2018-03-09
1. CONCHO RESOURCES INC   2016-07-22 2018-03-09
6. CONCHO RESOURCES INC     2018-03-09
11. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-03-09
14. INGERSOLL-RAND PLC   2017-02-10 2018-03-09
2. INGERSOLL-RAND PLC   2017-02-10 2018-03-09
1. CONCHO RESOURCES INC   2016-07-25 2018-03-12
1719.057 JPMORGAN INFLATN MGD BND-R6   2011-07-28 2018-03-15
575.242 VANGUARD TOTAL INTL BND-ADM   2017-04-27 2018-03-15
1. ABBOTT LABS   2014-07-17 2018-04-06
38. ABBOTT LABS     2018-04-06
1. MARTIN MARIETTA MATLS INC   2015-08-14 2018-04-06
18. WALGREENS BOOTS ALLIANCE INC   2017-01-30 2018-04-06
7. MARTIN MARIETTA MATLS INC   2015-08-14 2018-04-09
5. MARTIN MARIETTA MATLS INC     2018-04-10
58. COMCAST CORP NEW CL A     2018-04-13
2. INTERNATIONAL BUSINESS MACHS CORP   2017-11-21 2018-04-13
8. INTERNATIONAL BUSINESS MACHS CORP     2018-04-13
7. MOLSON COORS BREWING CO   2015-06-22 2018-04-13
17. MOLSON COORS BREWING CO     2018-04-13
1. INTERNATIONAL BUSINESS MACHS CORP   2017-12-04 2018-04-16
1. INTERNATIONAL BUSINESS MACHS CORP   2017-12-04 2018-04-16
11. MOLSON COORS BREWING CO     2018-04-16
1. INTERNATIONAL BUSINESS MACHS CORP   2017-12-04 2018-04-17
1. INTERNATIONAL BUSINESS MACHS CORP   2017-12-04 2018-04-17
1. INTERNATIONAL BUSINESS MACHS CORP   2017-12-04 2018-04-17
1. INTERNATIONAL BUSINESS MACHS CORP   2017-12-04 2018-04-17
1. INTERNATIONAL BUSINESS MACHS CORP   2017-12-04 2018-04-18
7. AGILENT TECHNOLOGIES INC     2018-04-26
1. AGILENT TECHNOLOGIES INC   2016-10-18 2018-04-26
11. APPLE COMPUTER INC   2010-06-17 2018-04-26
2. AGILENT TECHNOLOGIES INC   2016-10-18 2018-04-27
5. AGILENT TECHNOLOGIES INC   2016-10-18 2018-04-27
13. AGILENT TECHNOLOGIES INC     2018-04-30
1. AGILENT TECHNOLOGIES INC   2017-05-04 2018-04-30
6. INGERSOLL-RAND PLC     2018-05-15
2. INGERSOLL-RAND PLC   2017-02-10 2018-05-15
4. INGERSOLL-RAND PLC     2018-05-15
1. INGERSOLL-RAND PLC   2017-05-17 2018-05-15
13. INGERSOLL-RAND PLC     2018-05-15
1. CONCHO RESOURCES INC   2016-07-26 2018-05-22
2. CONCHO RESOURCES INC     2018-05-22
9. CONCHO RESOURCES INC     2018-05-22
1. PHILIP MORRIS INTERNATIONAL   2017-04-24 2018-05-22
6. PHILIP MORRIS INTERNATIONAL   2017-04-24 2018-05-22
3. PHILIP MORRIS INTERNATIONAL   2017-04-24 2018-05-22
1. PHILIP MORRIS INTERNATIONAL   2017-04-24 2018-05-22
1. PHILIP MORRIS INTERNATIONAL   2017-04-24 2018-05-23
8. PHILIP MORRIS INTERNATIONAL   2017-04-24 2018-05-23
13. LOWES COS INC   2011-09-22 2018-06-12
733.138 CAPITAL GR NON US EQUITY   2012-05-31 2018-06-18
150. ISHARES MISCI EAFE INDEX FUND   2014-11-13 2018-06-18
1107.174 T ROWE PR OVERSEAS STOCK-I   2011-02-07 2018-06-18
817.439 CHILTON STRATEGIC EUROPEAN EQUITIES FD   2016-12-09 2018-07-12
831.793 CRM LONG/SHORT OPPORTUNITIES FUND   2016-12-09 2018-07-12
1305.335 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND   2016-02-04 2018-07-12
775.595 EQUINOX CAMPBELL STRATEGY-I   2014-08-13 2018-07-12
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-18
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-18
9. CAPITAL ONE FINL CORP   2018-01-11 2018-07-18
13. CAPITAL ONE FINL CORP   2018-01-11 2018-07-18
21. DISH NETWORK CORP     2018-07-18
20. DISH NETWORK CORP     2018-07-18
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-19
4. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-19
1652.893 BROWN ADV JAPAN ALPHA OPP-IS   2018-01-12 2018-07-19
1947.832 BROWN ADV JAPAN ALPHA OPP-IS     2018-07-19
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-20
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-24
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-24
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-25
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-25
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-26
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-26
2. EQT CORPORATION   2015-07-27 2018-07-26
7. EQT CORPORATION   2015-07-27 2018-07-26
6. EQT CORPORATION   2015-07-27 2018-07-26
17. EQT CORPORATION     2018-07-26
1. AMERISOURCEBERGEN CORP   2018-04-06 2018-07-27
1. AMERISOURCEBERGEN CORP   2018-04-09 2018-07-30
1. AMERISOURCEBERGEN CORP   2018-04-09 2018-07-30
1. AMERISOURCEBERGEN CORP   2018-04-09 2018-08-01
1. AMERISOURCEBERGEN CORP   2018-04-09 2018-08-02
1. AMERISOURCEBERGEN CORP   2018-04-09 2018-08-03
22. TWENTY-FIRST CENTURY FOX-A   2014-04-29 2018-08-09
325. ISHARES CORE MSCI EAFE ETF   2017-06-28 2018-08-15
22. NIKE INC   2017-10-03 2018-08-23
26. NIKE INC   2017-02-23 2018-08-23
29. AMERICAN INTL GROUP INC NEW     2018-09-11
17. FACEBOOK INC-A     2018-09-13
11. MICROCHIP TECHNOLOGY INC     2018-09-13
4. MICROCHIP TECHNOLOGY INC     2018-09-13
2. MICROCHIP TECHNOLOGY INC   2017-04-17 2018-09-13
1. MICROCHIP TECHNOLOGY INC   2017-04-17 2018-09-13
3. MICROCHIP TECHNOLOGY INC     2018-09-14
1. MICROCHIP TECHNOLOGY INC   2017-04-18 2018-09-14
1. MICROCHIP TECHNOLOGY INC   2017-04-18 2018-09-14
1. MICROCHIP TECHNOLOGY INC   2017-04-18 2018-09-17
1. MICROCHIP TECHNOLOGY INC   2017-04-18 2018-09-18
1. MICROCHIP TECHNOLOGY INC   2017-04-18 2018-09-19
57. TWENTY-FIRST CENTURY FOX-A     2018-09-20
28. TWENTY-FIRST CENTURY FOX-A   2017-11-20 2018-09-20
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 283   390 -107
b 849   1,080 -231
c 277   146 131
d 1,674   272 1,402
e 478   78 400
141   156 -15
56   29 27
278   158 120
167   97 70
56   32 24
167   97 70
56   32 24
56   32 24
1,610   1,702 -92
306   311 -5
1,050   1,070 -20
947   965 -18
805   826 -21
806   575 231
1,242   517 725
717   512 205
1,414   1,117 297
71   56 15
142   118 24
1,733   1,656 77
481   331 150
10,000   9,242 758
676   128 548
168   34 134
680   137 543
337   68 269
408   574 -166
250   343 -93
587   975 -388
53   91 -38
727   1,238 -511
459   774 -315
45     45
440   328 112
1,257   931 326
1,006   806 200
35     35
2,141   1,390 751
178   139 39
401   314 87
2,552   2,767 -215
177   139 38
44   35 9
1,501   1,179 322
2,500   2,426 74
7,500   6,952 548
37,574   37,500 74
1,515   1,500 15
42,500   28,723 13,777
59   42 17
147   91 56
1,362   361 1,001
62   55 7
61   71 -10
96   64 32
355   69 286
224   66 158
58   44 14
111   94 17
127   81 46
236   90 146
169   57 112
60   53 7
133   104 29
221   185 36
46   46  
115   92 23
152   107 45
237   145 92
59   76 -17
98   65 33
189   78 111
199   123 76
207   151 56
81   106 -25
260   157 103
113   64 49
205   49 156
319   93 226
166   152 14
86   43 43
169   169  
214   38 176
91   23 68
167   24 143
123   125 -2
54   47 7
460   131 329
98   72 26
83   74 9
133   66 67
228   82 146
153   125 28
67   58 9
48   21 27
152   119 33
233   261 -28
122   93 29
184   173 11
219   224 -5
186   140 46
262   120 142
55   33 22
174   106 68
79   62 17
239   100 139
113   96 17
141   120 21
491   128 363
125   77 48
77   81 -4
289   200 89
258   100 158
117   83 34
125   111 14
85   64 21
161   83 78
92   82 10
93   71 22
153   68 85
2,385   524 1,861
2,414   2,255 159
392   331 61
18,876   17,445 1,431
5,000   3,683 1,317
5,000   3,655 1,345
58   23 35
746   300 446
793   330 463
11,500   11,477 23
25,000   25,424 -424
292   356 -64
177   213 -36
117   142 -25
177   216 -39
1,170   1,383 -213
59   69 -10
1,929   1,777 152
1,033   1,036 -3
189   190 -1
752   763 -11
20,000   20,311 -311
152   122 30
153   122 31
153   122 31
915   714 201
1,742   1,671 71
1,248   1,143 105
178   164 14
154   118 36
17,500   18,413 -913
12,500   12,500  
59   42 17
2,198   1,754 444
202   174 28
1,142   1,461 -319
1,405   1,219 186
1,023   784 239
1,916   1,054 862
313   304 9
1,256   1,238 18
512   517 -5
1,247   1,250 -3
158   156 2
158   156 2
809   982 -173
159   156 3
160   156 4
161   156 5
159   156 3
149   156 -7
465   318 147
66   45 21
1,808   425 1,383
132   91 41
331   227 104
859   591 268
66   57 9
533   531 2
178   164 14
355   352 3
89   88 1
1,155   1,151 4
154   118 36
307   239 68
1,353   1,195 158
80   112 -32
480   673 -193
240   337 -97
80   112 -32
80   112 -32
650   898 -248
1,308   248 1,060
10,000   6,378 3,622
10,379   9,493 886
12,500   9,624 2,876
9,000   8,240 760
9,000   8,318 682
11,500   11,604 -104
7,500   7,678 -178
86   85 1
86   85 1
874   936 -62
1,262   1,352 -90
656   978 -322
624   1,078 -454
85   85  
341   342 -1
17,554   20,000 -2,446
20,686   22,088 -1,402
85   85  
85   85  
84   85 -1
85   85  
85   85  
83   85 -2
83   85 -2
108   152 -44
380   532 -152
326   456 -130
921   1,144 -223
83   85 -2
83   86 -3
83   86 -3
80   86 -6
79   86 -7
81   86 -5
1,004   705 299
20,098   19,930 168
1,826   1,134 692
2,157   1,506 651
1,515   1,625 -110
2,761   1,294 1,467
926   797 129
336   291 45
168   146 22
84   73 11
252   220 32
85   74 11
85   74 11
81   74 7
81   74 7
81   74 7
2,545   1,824 721
1,250   859 391
      2,391
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       -107
b       -231
c       131
d       1,402
e       400
      -15
      27
      120
      70
      24
      70
      24
      24
      -92
      -5
      -20
      -18
      -21
      231
      725
      205
      297
      15
      24
      77
      150
      758
      548
      134
      543
      269
      -166
      -93
      -388
      -38
      -511
      -315
      45
      112
      326
      200
      35
      751
      39
      87
      -215
      38
      9
      322
      74
      548
      74
      15
      13,777
      17
      56
      1,001
      7
      -10
      32
      286
      158
      14
      17
      46
      146
      112
      7
      29
      36
       
      23
      45
      92
      -17
      33
      111
      76
      56
      -25
      103
      49
      156
      226
      14
      43
       
      176
      68
      143
      -2
      7
      329
      26
      9
      67
      146
      28
      9
      27
      33
      -28
      29
      11
      -5
      46
      142
      22
      68
      17
      139
      17
      21
      363
      48
      -4
      89
      158
      34
      14
      21
      78
      10
      22
      85
      1,861
      159
      61
      1,431
      1,317
      1,345
      35
      446
      463
      23
      -424
      -64
      -36
      -25
      -39
      -213
      -10
      152
      -3
      -1
      -11
      -311
      30
      31
      31
      201
      71
      105
      14
      36
      -913
       
      17
      444
      28
      -319
      186
      239
      862
      9
      18
      -5
      -3
      2
      2
      -173
      3
      4
      5
      3
      -7
      147
      21
      1,383
      41
      104
      268
      9
      2
      14
      3
      1
      4
      36
      68
      158
      -32
      -193
      -97
      -32
      -32
      -248
      1,060
      3,622
      886
      2,876
      760
      682
      -104
      -178
      1
      1
      -62
      -90
      -322
      -454
       
      -1
      -2,446
      -1,402
       
       
      -1
       
       
      -2
      -2
      -44
      -152
      -130
      -223
      -2
      -3
      -3
      -6
      -7
      -5
      299
      168
      692
      651
      -110
      1,467
      129
      45
      22
      11
      32
      11
      11
      7
      7
      7
      721
      391
       
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 45,790
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 93,040 1,951,783 0.047669
2017 102,901 1,871,704 0.054977
2016 101,163 2,029,885 0.049837
2015 96,796 2,060,690 0.046973
2014 95,042 1,978,912 0.048027
2
Total of line 1, column (d) .....................
2
0.247483
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
0.049497
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
2,038,827
5
Multiply line 4 by line 3......................
5
100,916
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
829
7
Add lines 5 and 6........................
7
101,745
8
Enter qualifying distributions from Part XII, line 4,.............
8
94,011
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 1,659
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 1,659
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 1,659
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 3,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,000
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 1,341
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet1,341 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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)
    bulletTX
    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 addressbullet  
    14
    The books are in care ofbulletJP MORGAN CHASE BANK NA Telephone no.bullet (800) 496-2583

    Located atbullet10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4bullet60603
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    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
    JP MORGAN CHASE BANK N A TRUSTEE
    2     		16,471    
    10 S DEARBORN ST MC IL 1-0111
    CHICAGO,IL60603
    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.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,422,633
    b
    Average of monthly cash balances.......................
    1b
    641,533
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,709
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,069,875
    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
    2,069,875
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    31,048
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,038,827
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    101,941
    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
    101,941
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    1,659
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,659
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    100,282
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    100,282
    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
    100,282
    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
    94,011
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    94,011
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    94,011
    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 7 100,282
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 87,423
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 0
    b From 2015...... 0
    c From 2016...... 0
    d From 2017...... 0
    e From 2018...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 94,011
    a Applied to 2018, but not more than line 2a 87,423
    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..... 6,588
    e Remaining amount distributed out of corpus 0
    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 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......     		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 ..........     		93,694
    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) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015.... 0
    b Excess from 2016.... 0
    c Excess from 2017.... 0
    d Excess from 2018.... 0
    e Excess from 2019.... 0
    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
    TMS GLOBAL INC
    ATTN ANDREW RANDALL
    NORCROSS,GA300923106     		NONE PC GENERAL 87,423
    Total .................................bullet 3a 87,423
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 47,115  
    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 45,790  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMINERAL INTERESTS     		    14 1,904  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   94,809  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    94,809
    (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 InvestmentsCorpBondsSchedule
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Name of Bond End of Year Book Value End of Year Fair Market Value
    64128K579 NB HIGH INCOME BOND-    
    552746364 MFS EMERGING MKTS DE    
    256210105 DODGE & COX INCOME F 75,000 72,930
    4812A4351 JPM STRAT INC OPP FD    
    4812C0100 JPM CORE BD FD - R6 133,220 126,327
    48121L809 JPM INFLATION MGD BD 21,471 20,280
    091929687 BLACKROCK HIGH YIELD    
    258620103 DOUBLELINE TOTL RET 79,836 73,243
    410227813 JOHN HANCOCKINC FD -    
    92203J308 VANGUARD TOTAL INTL 125,000 125,160
    09260B614 BLACKROCK HIGH YIELD 23,323 23,691
    48121L114 JPMORGAN STRAT INC O 41,721 42,470
    693390601 PIMCO -SHORT-TERM FD 40,023 40,104
    722005816 PIMCO INVESTMENT GRA 64,000 62,535
    921937827 VANGUARD SHORT-TERM 23,442 23,409
    552746364 MFS EMERGING MKTS DE 23,891 22,344

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Name of Stock End of Year Book Value End of Year Fair Market Value
    00206R102 AT&T INC    
    026874784 AMERICAN INTERNATION 2,644 2,396
    060505104 BANK OF AMERICA CORP 5,373 9,633
    064058100 BANK OF NEW YORK MEL 2,622 2,804
    084670702 BERKSHIRE HATHAWAY I 5,796 6,852
    09247X101 BLACKROCK INC    
    172967424 CITIGROUP INC 6,084 8,250
    38141G104 GOLDMAN SACHS GROUP 2,092 3,139
    416515104 HARTFORD FINANCIAL S 1,881 2,198
    45866F104 INTERCONTINENTAL EXC 1,514 1,947
    493267108 KEYCORP 1,536 2,765
    59156R108 METLIFE INC    
    617446448 MORGAN STANLEY 5,078 8,662
    693475105 PNC FINANCIAL SERVIC    
    78486Q101 SVB FINANCIAL GROUP 1,660 4,041
    808513105 SCHWAB (CHARLES) COR 1,797 3,047
    92826C839 VISA INC-CLASS A SHA 2,533 4,953
    949746101 WELLS FARGO & CO 5,636 7,043
    002824100 ABBOTT LABORATORIES    
    015351109 ALEXION PHARMACEUTIC    
    09062X103 BIOGEN INC 1,064 1,413
    101137107 BOSTON SCIENTIFIC CO 3,527 6,276
    110122108 BRISTOL-MYERS SQUIBB 3,882 4,718
    125509109 CIGNA CORP    
    125896100 CMS ENERGY CORP    
    151020104 CELGENE CORP 2,911 2,327
    16119P108 CHARTER COMMUNICATIO 4,913 6,192
    20030N101 COMCAST CORP-CLASS A 3,039 2,797
    254687106 WALT DISNEY CO/THE 7,901 9,121
    25470M109 DISH NETWORK CORP-A    
    375558103 GILEAD SCIENCES INC 2,074 1,699
    437076102 HOME DEPOT INC 2,304 8,079
    500754106 THE KRAFT HEINZ CO    
    532457108 ELI LILLY & CO 4,341 5,687
    548661107 LOWE'S COS INC 910 5,282
    57636Q104 MASTERCARD INC-CLASS 2,589 12,689
    58933Y105 MERCK & CO. INC. 4,066 4,540
    60871R209 MOLSON COORS BREWING    
    65339F101 NEXTERA ENERGY INC 3,661 4,190
    654106103 NIKE INC -CL B    
    67103H107 O'REILLY AUTOMOTIVE 3,890 5,210
    713448108 PEPSICO INC 5,880 6,708
    717081103 PFIZER INC 6,759 8,726
    872540109 TJX COMPANIES INC    
    90130A101 TWENTY-FIRST CENTURY    
    91324P102 UNITEDHEALTH GROUP I 4,747 14,898
    92210H105 VANTIV INC - CL A    
    92532F100 VERTEX PHARMACEUTICA 1,972 3,277
    931427108 WALGREENS BOOTS ALLI    
    00846U101 AGILENT TECHNOLOGIES 1,868 2,328
    260543103 DOW CHEMICAL CO/THE    
    277432100 EASTMAN CHEMICAL CO 2,198 3,254
    369550108 GENERAL DYNAMICS COR 2,903 3,685
    369604103 GENERAL ELECTRIC CO    
    438516106 HONEYWELL INTERNATIO 4,149 10,650
    573284106 MARTIN MARIETTA MATE    
    574599106 MASCO CORP 1,373 3,148
    609207105 MONDELEZ INTERNATION 3,546 4,683
    655844108 NORFOLK SOUTHERN COR 5,686 7,401
    666807102 NORTHROP GRUMMAN COR 4,352 5,395
    718172109 PHILIP MORRIS INTERN 3,221 2,283
    854502101 STANLEY BLACK & DECK 3,490 5,272
    907818108 UNION PACIFIC CORP 5,024 7,653
    910047109 UNITED CONTINENTAL H    
    96208T104 WEX INC 1,668 3,614
    00724F101 ADOBE SYSTEMS INC 882 5,939
    02079K107 ALPHABET INC/CA-CL C 6,747 15,515
    02079K305 ALPHABET INC/CA-CL A 4,284 7,242
    023135106 AMAZON.COM INC 4,030 20,030
    032654105 ANALOG DEVICES INC 3,682 4,346
    037833100 APPLE INC 5,036 19,639
    30303M102 FACEBOOK INC-A 2,855 4,769
    31620M106 FIDELITY NATIONAL IN 2,669 4,581
    594918104 MICROSOFT CORP 7,497 23,446
    595017104 MICROCHIP TECHNOLOGY    
    882508104 TEXAS INSTRUMENTS IN 2,954 5,901
    98138H101 WORKDAY INC-CLASS A 1,155 2,044
    032511107 ANADARKO PETROLEUM C    
    20605P101 CONCHO RESOURCES INC    
    25278X109 DIAMONDBACK ENERGY I 1,974 2,569
    26875P101 EOG RESOURCES INC 5,783 8,802
    26884L109 EQT CORP    
    65473P105 NISOURCE INC 1,562 2,542
    674599105 OCCIDENTAL PETROLEUM 9,102 9,285
    723787107 PIONEER NATURAL RESO 3,863 4,703
    256206103 DODGE & COX INTL STO 50,000 50,454
    46432F842 ISHARES CORE MSCI EA 41,431 43,254
    77956H435 T ROWE PR OVERSEAS S 59,667 74,625
    78462F103 SPDR S&P 500 ETF TRU 163,615 239,844
    26078J100 DOWDUPONT INC 8,394 9,003
    G0176J109 ALLEGION PLC 2,228 3,079
    G0177J108 ALLERGAN PLC 8,508 5,905
    G1151C101 ACCENTURE PLC-CL A 2,673 5,446
    G47791101 INGERSOLL-RAND PLC    
    H1467J104 CHUBB LTD 3,446 5,747
    Y09827109 BROADCOM LTD 1,759 8,142
    94106B101 WASTE CONNECTIONS IN 1,995 3,111
    115233579 BROWN ADV JAPAN ALPH    
    14042Y601 CAPITAL GR NON US EQ 58,273 76,498
    464287465 ISHARES MSCI EAFE IN 104,689 118,983
    46637K513 JPM GLBL RES ENH IND    
    G27823106 DELPHI AUTOMOTIVE PL    
    025816109 AMERICAN EXPRESS CO 2,137 2,236
    G6095L109 APTIV 3,211 3,440
    191216100    
    191216100 COCA-COLA CO/THE 3,520 3,649
    247361702 DELTA AIR LINES INC 2,622 2,834
    256746108 DOLLAR TREE INC 2,670 2,365
    285512109 ELECTRONIC ARTS INC 2,502 2,651
    518439104 ESTEE LAUDER COMPANI 2,402 2,616
    56585A102 MARATHON PETROLEUM C 5,345 5,598
    G5960L103 MEDTRONIC PLC 4,122 4,919
    64110L106 NETFLIX INC 3,336 3,367
    67066G104 NVIDIA CORP 3,714 5,058
    68389X105 ORACLE CORP 4,375 4,434
    701094104 PARKER HANNIFIN CORP 2,707 2,391
    701877102 PARSLEY ENERGY INC-C 1,812 1,667
    70450Y103 PAYPAL HOLDINGS 2,662 2,723
    693656100 PVH CORP 2,645 2,455
    79466L302 SALESFORCE.COM INC 2,658 3,499
    913017109 UNITED TECHNOLOGIES 2,687 3,076
    981558109 WORLDPAY INC CL A 1,657 2,329
    98956P102 ZIMMER HOLDINGS INC 5,505 6,442
    46641Q696 JPMORGAN BETABUILDER 20,136 20,287
    46641Q712 JPMORGAN BETABUILDER 37,790 39,296
    48129C207 JPMORGAN GL RES ENH 84,199 109,487

    TY 2017 InvestmentsOtherSchedule2
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    00771X435 CHILTON STRATEGIC EU AT COST 29,260 30,403
    12628J881 CRM LONG/SHORT OPPOR AT COST 29,182 31,048
    277923728 EATON VANCE GLOBAL M      
    29446A819 EQUINOX CAMPBELL STR      
    38145C646 GOLDMAN SACHS STRAT      
    72201M487 PIMCO UNCONSTRAINED      
    27831R108 EATON VANCE GLOBAL A AT COST 20,969 20,427
    29446A819 EQUINOX CAMPBELL STR AT COST 22,270 20,731
    38147X531GOLDMAN SACHS STRATEG AT COST 31,375 27,666
    72201M487 PIMCO UNCONSTRAINED AT COST 29,681 28,287

    TY 2017 OtherAssetsSchedule
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MINERAL INTERESTS 4 4 5,709


    TY 2017 OtherDecreasesSchedule
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Description Amount
    COST BASIS ADJUSTMENT 97
    ROUNDING 12


    TY 2017 OtherExpensesSchedule
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OIL PRODUCTION TAXES 1 1   0


    TY 2017 OtherIncomeSchedule2
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 1,904 1,904  


    TY 2017 OtherIncreasesSchedule
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Description Amount
    DEPLETION ADJUSTMENT 285


    TY 2017 TaxesSchedule
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 54 54   0
    FEDERAL TAX PAYMENT - PRIOR YE 2,138 0   0
    FEDERAL ESTIMATES - INCOME 3,000 0   0
    FOREIGN TAXES ON QUALIFIED FOR 940 940   0
    FOREIGN TAXES ON NONQUALIFIED 58 58   0