TY 2018 Form 990PF

- TIN:

Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2018

Open to Public Inspection

For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018

Name of foundation
THE STOCKDALE FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)2720 SOUNDVIEW DRIVE WEST
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
UNIVERSITY PLACE, WA98466

A Employer identification number

91-1663715

B Telephone number (see instructions)

(253) 572-8568

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$2,231,639J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	230		230	230
4	Dividends and interest from securities...	60,811		60,811	60,811
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		11,390
b	Gross sales price for all assets on line 6a 229,086
7	Capital gain net income (from Part IV, line 2)...			11,523
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	72,431		72,564	61,041
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		1,100
c	Other professional fees (attach schedule)....		22,252
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		740	366
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	24,092		366		0
25	Contributions, gifts, grants paid.......	81,000				81,000
26	Total expenses and disbursements. Add lines 24 and 25	105,092		366		81,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-32,661
b	Net investment income (if negative, enter -0-)			72,198
c	Adjusted net income (if negative, enter -0-)...				61,041

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2018)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	341,766	-8,410	-8,410
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)		353,912	354,472
	b	Investments—corporate stock (attach schedule).......	987,133	953,554	1,830,180
	c	Investments—corporate bonds (attach schedule).......	20,237	17,419	55,397
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,349,136	1,316,475	2,231,639
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted..................
	25	Temporarily restricted...............
	26	Permanently restricted...............
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds........	1,349,136	1,316,475
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds
	30	Total net assets or fund balances (see instructions).....	1,349,136	1,316,475
	31	Total liabilities and net assets/fund balances (see instructions).	1,349,136	1,316,475

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............

1,349,136

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

-32,661

Other increases not included in line 2 (itemize) bullet

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

1,316,475

Decreases not included in line 2 (itemize) bullet

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

1,316,475

Form 990-PF (2018)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	45 BIOVERTATIV INV	P	2016-05-04	2018-03-08
b	300 WESTERN UNION	P	2012-11-28	2018-04-04
c	75 DR PEPPER DNAPPLE	P	2008-12-08	2018-04-19
d	200 CENTRAL PACIFIC FINANCIAL	P	2016-12-29	2018-04-24
e	3000 DOW CHEMICAL 5.70% 05/15/15	P	2008-09-25	2018-05-15
	700 WILBRSOS GROUP	P	2002-10-22	2018-06-04
	200 THE MOSIAC COMPANY	P	2016-06-08	2018-11-26
	96 AETNA INC	P	2013-05-08	2018-11-29
	50 AETNA INC	P	2018-04-13	2018-11-29
	.319 CVS HEALTH CORP	P	2001-07-02	2018-11-30
	100 NIKE INC CL B	P	2006-02-13	2018-12-21
	300 ANI PHARMACEUTICALS	D	2017-01-01	2018-03-16
	2150 ANWORTH MGT ASSET CORP	D	2017-01-01	2018-03-16
	37 APPLE COMPUTER	D	2017-01-01	2018-03-16
	1196 BLACKROCK CR ALLO INC	D	2017-01-01	2018-03-16
	200 CHIMERA INVT CORP	D	2017-01-01	2018-03-16
	925 CONE MIDSTREAM PTRNS	D	2017-01-01	2018-03-16
	1000 FLAHERTY & CRUMRINE TOTAL RTN	D	2017-01-01	2018-03-16
	1000 HANCOCK JOHN PFD INC	D	2017-01-01	2018-03-16
	800 HOEGH LNG PARTNERS LP	D	2017-01-01	2018-03-16
	200 MFA FINL INC SR NT	D	2017-01-01	2018-03-16
	1000 OMEROS CORP	D	2017-01-01	2018-03-16
	150 RIO TINTO ADR	D	2017-01-01	2018-03-16
	362 TEVA PHARMACEUTICAL IND	D	2017-01-01	2018-03-16
	650 TITAN INTL INC	D	2017-01-01	2018-03-16

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	4,715	1,907	2,808
b	5,657	3,804	1,853
c	9,027	1,092	7,935
d	6,149	6,278	-129
e	3,000	2,819	181
	420	4,361	-3,941
	7,139	5,588	1,551
	13,920	5,634	8,286
	7,250	8,649	-1,399
	25	6	19
	7,336	1,050	6,286
	18,849	19,074	-225
	10,427	11,997	-1,570
	6,678	6,475	203
	15,093	15,871	-778
	5,029	5,087	-58
	17,427	15,540	1,887
	20,169	21,300	-1,131
	17,480	18,490	-1,010
	13,400	14,400	-1,000
	5,178	5,229	-51
	10,960	20,040	-9,080
	7,959	7,712	247
	7,005	6,697	308
	8,794	8,463	331

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			2,808
b			1,853
c			7,935
d			-129
e			181
			-3,941
			1,551
			8,286
			-1,399
			19
			6,286
			-225
			-1,570
			203
			-778
			-58
			1,887
			-1,131
			-1,010
			-1,000
			-51
			-9,080
			247
			308
			331

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	11,523
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3	-1,399

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see instructions before making any entries.

(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2017	80,000	1,930,458	0.04144
2016	78,760	1,537,139	0.05124
2015	79,499	1,492,300	0.05327
2014	68,149	1,395,431	0.04884
2013	60,000	1,236,313	0.04853

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

0.243320

Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......

0.048664

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

2,436,529

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

118,571

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

722

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

119,293

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

81,000

If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.

Form 990-PF (2018)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	1,444
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	1,444
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	1,444
6	Credits/Payments:

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

7	Total credits and payments. Add lines 6a through 6d..............		7
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	59
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,503
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2019 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions

for definition).................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2018)

Page 5

Part VII-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

CAROL STOCKDALE Telephone no. bullet

(253) 564-6161

Located at bullet

2720 SOUNDVIEW DRIVE WESTUNIVERSITY PLACEWA ZIP+4 bullet

984661700

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?...............YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).......YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2018?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2018, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2018?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2018.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?

Form 990-PF (2018)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
BRYAN R STOCKDALE	Director 1.00	0
3120 TYEE UNIVERSITY PLACE,WA98466	Director 1.00	0
RUSSELL A STOCKDALE	Director 1.00	0
14143 171ST AVE N E WOODINVILLE,WA98072	Director 1.00	0
PAUL R STOCKDALE	Director 1.00	0
4801 NORTH FRACE AVENUE TACOMA,WA98407	Director 1.00	0
CAROL A STOCKDALE	President 5.00	0
2720 SOUNDVIEW DR WEST TACOMA,WA98466	President 5.00	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................

Form 990-PF (2018)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2018)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

2,202,534

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

271,100

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

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

2,473,634

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

2,473,634

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

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

37,105

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

2,436,529

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

121,826

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

121,826

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

1,444

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

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

1,444

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

120,382

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

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

120,382

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

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

120,382

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

81,000

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

81,000

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b. See instructions.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

81,000

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2018)

Page 9

Part XIII

Undistributed Income (see instructions)

	(a) Corpus	(c) 2017	(d) 2018
1 Distributable amount for 2018 from Part XI, line 7			120,382
2 Undistributed income, if any, as of the end of 2018:
a Enter amount for 2017 only.......		54,564
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2018:
a From 2013......
b From 2014......
c From 2015......
d From 2016......
e From 2017......
fTotal of lines 3a through e........
4Qualifying distributions for 2018 from Part
XII, line 4: $ 81,000
a Applied to 2017, but not more than line 2a		54,564
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........	0
d Applied to 2018 distributable amount.....			26,436
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2018.
(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
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2017. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2018. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2019 ..........			93,946
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) .......
8 Excess distributions carryover from 2013 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2019. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2014....
b Excess from 2015....
c Excess from 2016....
d Excess from 2017....
e Excess from 2018....

Form 990-PF (2018)

Page 10

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2018	(b) 2017	(c) 2016	(d) 2015	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

CAROL A STOCKDALE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

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

cAny submission deadlines:

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

Form 990-PF (2018)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
SAN FRANCISCO THEOL SEM 2 KENSINGTON RD SAN ANSELMO,CA94960	NONE	PUBLIC	GENERAL FUND	1,500
TACOMA RESCUE MISSION P O BOX 1912 TACOMA,WA98401	NONE	PUBLIC	GENERAL FUND	6,000
GRADUATE THEOLOGICAL UN 2400 RIDGE ROAD BERKELEY,CA94709	NONE	PUBLIC	GENERAL FUND	1,500
R M PALMER MINORITY SCHOL P O BOX 7119 TACOMA,WA98406	NONE	PUBLIC	SCHOLARSHIPS	10,000
FRIENDS OF NGONG ROAD P O BOX 2090 MINNEAPOLIS,MN55402	NONE	PUBLIC	GENERAL FUND	11,000
UNIV OF DUBUQUE 2000 UNIVERSITY AVE DUBUQUE,IA52001	NONE	PUBLIC	GENERAL FUND & ENDOWMENT	12,000
BIBLE STUDY FELLOWSHIP BSF INT'L LL 19001 HUEBNER ROAD SAN ANTONIO,TX78258	NONE	PUBLIC	GENERAL PUBLIC	5,500
WORLD VISION P O BOX 70266 TACOMA,WA98471	NONE	PUBLIC	GENERAL PUBLIC	13,500
AUTISM SPEAKS 1060 STATE STREET ROAD PRINCETON,NJ08540	NONE	PUBLIC	GENERAL PUBLIC	7,000
TRINITY PRESBYTERIAN CHURCH 1619 6TH AVENUE TACOMA,WA98405	NONE	PUBLIC	EDUCATION	6,000
INTERNATIONAL JUSTICE MISSION P O BOX 58147 WASHINGTON,DC20037	NONE	POF	INTERNATIONAL JUSTICE	3,500
OLIVE CREST 1216 CENTER STREET TACOMA,WA98409	NONE	POF	ADOPTION SERVICES	3,500
Total ................................. 3a				81,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2018)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........			14	230
4 Dividends and interest from securities....			14	60,811
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 ............					11,390
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)..				61,041	11,390

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

72,431

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2018)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2018)

Additional Data

Software ID:	18007218
Software Version:	2018v3.1

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2018 AccountingFeesSchedule

Name:

THE STOCKDALE FAMILY FOUNDATION

EIN:

91-1663715

Software ID:

18007218

Software Version:

2018v3.1

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX RETURN PREPARATION	1,100	0	0	0

- TIN:

TY 2018 InvestmentsCorpBondsSchedule

Name:

THE STOCKDALE FAMILY FOUNDATION

EIN:

91-1663715

Software ID:

18007218

Software Version:

2018v3.1

Name of Bond	End of Year Book Value	End of Year Fair Market Value
50M GOVT OF ONTARIO CTF 0.00% 11/27/20	10,772	34,916
30M ONTARIO HYDRO GEN RES 0.00% 10/15/21	6,647	20,481
3M DOW CHEMCIAL 5.7% 05/15/18

- TIN:

TY 2018 InvestmentsCorpStockSchedule

Name:

THE STOCKDALE FAMILY FOUNDATION

EIN:

91-1663715

Software ID:

18007218

Software Version:

2018v3.1

Name of Stock	End of Year Book Value	End of Year Fair Market Value
600 WELLS FARGO	21,440	27,648
300 ALKERMES INC	4,872	8,853
317 AMERICAN INTERNATIONAL GP	18,550	12,493
100 ANDERSON INC	1,269	4,484
400 BANK OF NEW YORK MELLON	10,657	18,828
300 BOEING COMPANY	17,242	96,750
522 CVS CARTEMARK	17,392	34,201
350 COCA-COLA COMPANY	12,937	28,410
200 CONOCO PHILLIPS	5,557	12,470
150 COSTCO WHOLESALE CORP	4,660	30,557
400 CYRPRUSS SEMI CONDUCTOR	178	5,088
75 KEURIG PEPPER GROUP	1,092	1,923
300 E I DU PONNT DENEMOURS	10,346	20,536
1544 FIRST SERVICE CORP	3,246	105,733
500 FRANKLIN RESOURCES INC	18,796	44,490
50 GRANITE CONSTUCTION INC	1,411	2,014
300 BLOCK H & R	5,393	7,611
400 HOME DEPOT INC	14,550	68,728
300 INGERSOLL RAND CO	7,967	27,369
1200 KROGER CORP	12,647	33,000
1220 LINCOLN EDUCATIONAL	4,699	3,904
300 LOWES CORP	9,454	27,708
200 MANPOWER INC	6,851	9,720
400 MARSH & MCLENNAN CO	11,473	31,900
400 MERCK & CO INC	22,234	30,564
300 MICROSOFT	8,583	30,471
700 NIKE INC CLASS B	7,347	51,898
200 PAYCHEX INC	2,446	6,515
400 PFIZER INC	10,654	17,460
160 WEYERHAUSER REIT	2,325	3,498
1800 TCF FINANCIAL CORP	31,205	29,235
430 TRAVELERS COMPANIES INC	16,511	51,493
300 UNILVEVER NV NEW YORK	4,719	10,760
300 UNITED HEALTH GROUP	10,836	74,736
650 UNUM CORP	7,191	16,159
600 VALERO ENERGY CORP	17,828	44,982
200 WEIGHT WATCHERS INTL. INC	4,908	7,710
400 ANTHEM INC	10,330	78,789
700 WILLBROS GROUP INC
400 ZIMMER HOLDINGS	22,193	41,488
1200 TESCO PLC ADR	11,769	8,784
2300 CTRAL PACIFIC FIN (DONOR COST36657)	57,694	56,005
200 MEDTRONIC	23,144	27,288
200 MOLSON COORS	8,386	11,232
9 AIG WARRENTS	147	49
100 PHILLIPS 66	1,652	8,615
400 BP PLC	15,035	15,168
500 WESTERN UNION CO	6,340	8,530
996 TELEFONICA SA ADR	11,954	8,426
96 AETNA INC
100 ALLEGION PLC	2,048	7,971
33 CDK GLOBAL	423	1,580
400 CITIGROUP	21,264	20,824
	8,111	17,380
400 DISCOVERY COMMUNICATIONS	10,222	9,896
125 J M SMUCKER CO	13,600	11,686
100 JOHNSON & JOHNSON	9,274	12,905
1884 COLLIERS INT'L SPIN OFF 1ST SERV)	4,588	84,966
245 APPLE COMPUTER (DONOR COST 11427)	26,296	38,646
620 ALASKA AIR GROUP	35,441	37,727
140 BIOGEN INC	35,108	42,129
150 COGNIZANT TECH SOL	8,516	9,522
1600 MOSIAC CO	43,148	46,736
50 ALLERGAN	10,286	6,683
200 AMGEN	31,632	38,934
400 CERNER CORP	19,155	20,976
1500 MANITEX	10,808	8,520
45 BIOVERATIV INC (BIOGIN SPINOFF
150 LYONDELLBASELL INDUSTIES	12,172	12,474
800 HOEGH LNG PARTNERS LP (12,316) IRA
300 ANI PHARMACEUTICALS (12316) IRA
245 APPLE INC (2440)
1196.5 BLACKROCK CREDIT INC (24,837)
925 CONE MAINSTREAM PARTNERS LP (12,266)
1000 FLAHERTY &CRUMRINE TOT RTN (20,500)
1000 HANCOCK JOHN PFD (20201)
1000 OMEROS CORP (12907)
150 RIO TINTO ADR (7059)
362.5 TEVA PHARMA (14,752)
650 TITAL INTERN'L INC (12,356)
200 CHIMERA INVT PFD A (4,834)
200 MFA FINANCIAL SR NOTE 8% (4996)
2150 ANWORTH MGT ASSET (8,965)
20 ALPHABET INC	20,465	20,899
50 CIGNA CORP	9,390	9,496
300 D R HORTON	12,137	10,398
175 FACEBOOK INC	30,939	22,941
100 FEDEX CORP	23,342	16,133
100 GILEAD SCIENCES	7,755	6,255
600 SALLY BEAUTY HOLDINGS	9,324	10,230

- TIN:

TY 2018 InvestmentsGovtObligationsSch

Name:

THE STOCKDALE FAMILY FOUNDATION

EIN:

91-1663715

Software ID:

18007218

Software Version:

2018v3.1

US Government Securities - End of Year Book Value:

353,912

US Government Securities - End of Year Fair Market Value:

354,472

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

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

- TIN:

TY 2018 OtherProfessionalFeesSchedule

Name:

THE STOCKDALE FAMILY FOUNDATION

EIN:

91-1663715

Software ID:

18007218

Software Version:

2018v3.1

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	21,667	0	0	0
MISC LEGAL	130	0	0	0
MISC LEGAL	455	0	0	0

- TIN:

TY 2018 TaxesSchedule

Name:

THE STOCKDALE FAMILY FOUNDATION

EIN:

91-1663715

Software ID:

18007218

Software Version:

2018v3.1

Category	Amount	Net Investment Income
ADR FEES	89	89
FINAL TAX FOR 2017	374
FOREIGN TAX WITHELD ON DIVIDENDS	277	277