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 07-01-2017 , and ending 06-30-2018
Name of foundation
THE BOND FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)800 S DILLARD STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WINTER GARDEN, FL34787
A Employer identification number

59-3468830
B Telephone number (see instructions)

(407) 395-2989
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$7,616,772J 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... 169,785 169,785  
5a Gross rents............ 249,393 249,393  
b Net rental income or (loss) 125,951
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 86,829
b Gross sales price for all assets on line 6a 1,658,986
7 Capital gain net income (from Part IV, line 2)... 86,190
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........ 506,007 505,368  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 39,960 23,976   15,984
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 3,057 1,834   1,223
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,900 2,175   725
c Other professional fees (attach schedule).... Click to see attachment 33,841 33,841    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,300 722    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,473 1,320   3,153
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 127,020 123,565   3,455
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 218,551 187,433   24,540
25 Contributions, gifts, grants paid....... 390,700 390,700
26 Total expenses and disbursements. Add lines 24 and 25 609,251 187,433   415,240
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -103,244
b Net investment income (if negative, enter -0-) 317,935
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 80,152 19,640 19,640
2 Savings and temporary cash investments......... 190,545 174,537 174,537
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 8,064 8,000 8,000
10a Investments—U.S. and state government obligations (attach schedule) 350,686 Click to see attachment305,217 301,420
b Investments—corporate stock (attach schedule)....... 3,007,108 Click to see attachment3,127,458 3,584,419
c Investments—corporate bonds (attach schedule)....... 300,949 Click to see attachment306,565 298,456
11 Investments—land, buildings, and equipment: basis bullet2,375,966
Less: accumulated depreciation (attach schedule) bullet318,508 2,107,635 Click to see attachment2,057,458 2,400,000
12 Investments—mortgage loans............. 695,020 681,801 681,801
13 Investments—other (attach schedule).......... 146,713 Click to see attachment148,499 148,499
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,886,872 6,829,175 7,616,772
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment18,000 Click to see attachment63,547
23 Total liabilities (add lines 17 through 22)......... 18,000 63,547
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 6,868,872 6,765,628
29 Total net assets or fund balances (see instructions)..... 6,868,872 6,765,628
30 Total liabilities and net assets/fund balances (see instructions). 6,886,872 6,829,175
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
6,868,872
2
Enter amount from Part I, line 27a .....................
2
-103,244
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,765,628
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,765,628
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 ASTRAZENECA PLC SPND ADR P 2015-10-26 2018-01-04
b TEXAS INSTRUMENTS P 2017-12-08 2018-01-04
c OCCIDENTAL PETE CORP CAL P 2017-01-10 2018-03-12
d DOMINION ENERGY INC P 2018-01-04 2018-03-23
e KRAFT (THE) HEINZ CO SHS P 2017-02-07 2018-04-27
PROCTER & GAMBLE CO P 2017-01-10 2018-04-27
MCDONALDS CORP COM P 2015-10-26 2017-07-07
AMN ELEC POWER CO P 2015-10-26 2017-10-23
INTL BUSINESS MACHINES P 2016-05-05 2017-10-23
OCCIDENTAL PETE CORP CAL P 2013-05-21 2017-10-23
GENERAL ELECTRIC P 2015-12-11 2017-10-30
KRAFT (THE) HEINZ CO SHS P 2015-10-26 2017-12-08
NVIDIA P 2016-08-24 2018-01-04
AMAZON COM INC COM P 2013-03-04 2018-01-30
INTUITIVE SURGICAL INC P 2018-01-04 2018-01-30
AFFILIATED MANAGERS GRP P 2014-07-08 2018-02-02
DOVER CORP P 2016-07-07 2018-02-02
PROGRESSIVE CRP OHIO P 2018-01-30 2018-02-02
ORACLE CORP 0.01 DEL P 2017-12-01 2018-03-28
DOVER CORP P 2016-07-07 2017-11-06
MORGAN STANLEY 3.87% 202 P 2014-05-08 2018-01-12
US TSY 0.750% JUL 15 20 P 2016-07-20 2018-03-01
US TSY 2.125% MAR 31 20 P 2017-08-14 2018-03-14
AT&T INC P 2015-10-26 2018-01-04
TORONTO DOMINION BANK P 2015-10-26 2018-01-04
OCCIDENTAL PETE CORP CAL P 2016-01-22 2018-03-12
DOMINION ENERGY INC P 2017-10-23 2018-03-23
KRAFT (THE) HEINZ CO SHS P 2017-01-10 2018-04-27
PROCTER & GAMBLE CO P 2016-01-22 2018-04-27
METLIFE INC COM P 2016-07-14 2017-07-07
CME GROUP INC P 2016-11-03 2017-10-23
JPMORGAN CHASE & CO P 2011-05-20 2017-10-23
PACCAR INC P 2015-10-26 2017-10-23
GENERAL ELECTRIC P 2015-08-25 2017-10-30
PPL CORPORATION P 2015-10-26 2017-12-08
PIONEER NATURAL RES CO P 2017-02-08 2018-01-04
BROADCOM LTD P 2013-12-11 2018-01-30
LAUDER ESTEE COS INC A P 2017-05-10 2018-01-30
AFFILIATED MANAGERS GRP P 2013-12-11 2018-02-02
ECOLAB INC P 2017-05-10 2018-02-02
SALESFORCE COM INC P 2013-03-25 2018-02-02
ORACLE CORP 0.01 DEL P 2017-09-14 2018-03-28
REGENERON PHARMACTCLS P 2017-06-27 2017-12-01
USD UNITED MEXICA 4.00% P 2015-09-11 2018-01-12
US TSY 0.750% JUL 15 20 P 2017-02-17 2018-04-27
US TSY 2.125% MAR 31 20 P 2017-06-26 2018-03-14
BB&T CORPORATION P 2017-10-30 2018-01-04
UNITED TECHS CORP COM P 2017-10-30 2018-01-04
OCCIDENTAL PETE CORP CAL P 2016-01-21 2018-03-12
DOMINION ENERGY INC P 2017-02-07 2018-03-23
KRAFT (THE) HEINZ CO SHS P 2016-01-22 2018-04-27
PROCTER & GAMBLE CO P 2015-12-11 2018-04-27
PFIZER INC P 2016-02-18 2017-07-07
DIGITAL RLTY TR INC P 2015-10-26 2017-10-23
LOCKHEED MARTIN CORP P 2015-10-26 2017-10-23
PFIZER INC P 2016-02-18 2017-10-23
GENERAL ELECTRIC P 2015-07-28 2017-10-30
ISHARES RUSSELL MIDCAP P 1990-05-23 2017-07-26
PIONEER NATURAL RES CO P 2016-07-27 2018-01-04
BROADCOM LTD P 2013-03-25 2018-01-30
MASTERCARD INC P 2017-11-06 2018-01-30
ALIGN TECH INC DEL COM P 2018-01-04 2018-02-02
FACEBOOK INC P 2015-11-23 2018-02-02
SALESFORCE COM INC P 2013-03-04 2018-02-02
ORACLE CORP 0.01 DEL P 2017-09-14 2018-03-28
ANHEUSER-BUSCH IN 3.65% P 2017-01-03 2018-03-01
VISA INC 2.20%DEC14 20 P 2016-01-15 2018-03-01
US TSY 0.750% JUL 15 20 P 2017-01-11 2018-04-27
US TSY 2.375% APR 30 20 P 2018-04-27 2018-05-16
CME GROUP INC P 2016-11-03 2018-01-04
VERIZON COMMUNICATNS COM P 2015-10-26 2018-01-04
OCCIDENTAL PETE CORP CAL P 2015-10-26 2018-03-12
DOMINION ENERGY INC P 2017-01-10 2018-03-23
KRAFT (THE) HEINZ CO SHS P 2015-10-26 2018-04-27
ABBVIE INC SHS P 2018-03-12 2018-06-26
PHILIP MORRIS INTL INC P 2015-02-23 2017-07-07
EMERSON ELEC CO P 2017-06-12 2017-10-23
LOCKHEED MARTIN CORP P 2015-08-24 2017-10-23
ROYAL DUTCH SHEL PLC P 2016-07-26 2017-10-23
GENERAL ELECTRIC P 2015-04-23 2017-10-30
ADOBE SYSTEMS INC RSTD P 2014-02-14 2018-01-04
SALESFORCE COM INC P 2013-03-04 2018-01-04
COSTCO WHOLESALE CRP DEL P 2013-03-25 2018-01-30
NETFLIX COM INC P 2017-05-10 2018-01-30
ALPHABET INC SHS CL A P 2014-07-08 2018-02-02
FEDEX CORP DELAWARE COM P 2013-03-25 2018-02-02
THERMO FISHER SCIENTIFIC P 2013-12-11 2018-02-02
ORACLE CORP 0.01 DEL P 2017-09-14 2018-03-28
ANHEUSER-BUSCH IN 3.65% P 2016-12-13 2018-03-01
FHLMC A9 7040 04%2041 P 2011-02-15 2018-02-22
US TSY 0.750% JUL 15 20 P 2016-07-20 2018-04-27
US TSY 2.375% APR 30 20 P 2018-04-27 2018-06-07
EMERSON ELEC CO P 2017-06-12 2018-01-04
VERIZON COMMUNICATNS COM P 2015-10-19 2018-01-04
PACCAR INC P 2018-01-04 2018-03-12
DOMINION ENERGY INC P 2016-01-22 2018-03-23
PHILIP MORRIS INTL INC P 2018-01-04 2018-04-27
ASTRAZENECA PLC SPND ADR P 2015-10-26 2018-06-26
PHILIP MORRIS INTL INC P 2013-10-23 2017-07-07
GENERAL MOTORS CO P 2017-10-09 2017-10-23
LOCKHEED MARTIN CORP P 2013-09-17 2017-10-23
TORONTO DOMINION BANK P 2015-10-26 2017-10-23
GENERAL ELECTRIC P 2015-04-14 2017-10-30
AFFILIATED MANAGERS GRP P 2013-03-04 2018-01-04
STARBUCKS CORP P 2017-02-08 2018-01-04
DANAHER CORP DEL COM P 2014-10-23 2018-01-30
NVIDIA P 2016-08-24 2018-01-30
AMAZON COM INC COM P 2013-03-25 2018-02-02
GENL DYNAMICS CORP COM P 2016-03-10 2018-02-02
TJX COS INC NEW P 2016-02-12 2018-02-02
APERGY CORP REG SHS P 2017-02-08 2018-05-16
BERKSHIRE HATHAWA 1.70% P 2016-03-16 2018-03-01
FHLMC G0 7925 04%2045 P 2015-05-15 2018-02-22
US TSY 1.125% SEP 30 20 P 2016-10-31 2017-10-18
US TSY 2.750% FEB 28 20 P 2018-03-01 2018-03-14
JPMORGAN CHASE & CO P 2011-08-03 2018-01-04
VERIZON COMMUNICATNS COM P 2015-03-10 2018-01-04
PACCAR INC P 2017-07-07 2018-03-12
DOMINION ENERGY INC P 2016-01-21 2018-03-23
PHILIP MORRIS INTL INC P 2017-10-23 2018-04-27
AMN ELEC POWER CO P 2015-10-26 2017-07-07
PHILIP MORRIS INTL INC P 2012-07-09 2017-07-07
INTEL CORP P 2015-10-26 2017-10-23
LOCKHEED MARTIN CORP P 2013-01-30 2017-10-23
VERIZON COMMUNICATNS COM P 2014-05-02 2017-10-23
GENERAL ELECTRIC P 2015-04-06 2017-10-30
AMAZON COM INC COM P 2013-03-04 2018-01-04
STARBUCKS CORP P 2015-11-23 2018-01-04
DOVER CORP P 2016-07-07 2018-01-30
ORACLE CORP 0.01 DEL P 2017-09-14 2018-01-30
AMERICAN TOWER REIT INC P 2014-03-28 2018-02-02
HONEYWELL INTL INC DEL P 2013-03-04 2018-02-02
UNITEDHEALTH GROUP INC P 2018-01-30 2018-02-02
APERGY CORP REG SHS P 2016-07-07 2018-05-16
COMCAST CORP 3.40%JUL15 P 2016-08-18 2018-03-01
FNMA PAH0969 03 50%2025 P 2011-03-10 2018-02-22
US TSY 1.250% OCT 31 20 P 2017-02-17 2018-02-22
US TSY 3.000% MAY 15 20 P 2017-02-17 2018-02-22
JPMORGAN CHASE & CO P 2011-05-20 2018-01-04
VERIZON COMMUNICATNS COM P 2015-01-15 2018-01-04
PACCAR INC P 2017-02-07 2018-03-12
DOMINION ENERGY INC P 2015-10-26 2018-03-23
PHILIP MORRIS INTL INC P 2017-02-07 2018-04-27
ASTRAZENECA PLC SPND ADR P 2015-10-26 2017-07-07
PHILIP MORRIS INTL INC P 2012-01-25 2017-07-07
INTEL CORP P 2015-07-28 2017-10-23
MCDONALDS CORP COM P 2015-10-26 2017-10-23
VERIZON COMMUNICATNS COM P 2014-04-30 2017-10-23
GENERAL ELECTRIC P 2015-03-31 2017-10-30
COSTCO WHOLESALE CRP DEL P 2013-03-25 2018-01-04
ZIMMER BIOMET HOLDI P 2017-02-08 2018-01-04
EXACT SCIENCES CORP COM P 2018-01-04 2018-01-30
PAYPAL HOLDINGS INC SHS P 2017-09-14 2018-01-30
APPLE INC P 2013-03-25 2018-02-02
INTERCONTINENTAL P 2017-06-27 2018-02-02
ZOETIS INC P 2016-10-10 2018-02-02
MONDELEZ INTERNATIONAL P 2017-02-08 2017-08-28
COMCAST CORP 3.40%JUL15 P 2016-08-01 2018-03-01
FNMA PAH5616 03 50%2026 P 2014-06-27 2018-02-22
US TSY 1.250% OCT 31 20 P 2016-12-13 2017-09-19
US TSY 3.000% MAY 15 20 P 2014-06-27 2018-02-22
MCDONALDS CORP COM P 2015-10-26 2018-01-04
VERIZON COMMUNICATNS COM P 2015-01-12 2018-01-04
PACCAR INC P 2016-01-22 2018-03-12
KIMBERLY CLARK P 2017-02-07 2018-04-27
PHILIP MORRIS INTL INC P 2017-01-10 2018-04-27
CARNIVAL CORP PAIRED SHS P 2016-09-15 2017-07-07
PHILIP MORRIS INTL INC P 2011-05-20 2017-07-07
INTEL CORP P 2015-04-14 2017-10-23
METLIFE INC COM P 2016-07-14 2017-10-23
VERIZON COMMUNICATNS COM P 2014-03-19 2017-10-23
GENERAL ELECTRIC P 2015-03-20 2017-10-30
COSTCO WHOLESALE CRP DEL P 2013-03-04 2018-01-04
ZIMMER BIOMET HOLDI P 2016-03-10 2018-01-04
EXACT SCIENCES CORP COM P 2017-11-06 2018-01-30
SALESFORCE COM INC P 2013-03-04 2018-01-30
APPLE INC P 2013-03-04 2018-02-02
INTUITIVE SURGICAL INC P 2018-01-04 2018-02-02
DANAHER CORP DEL COM P 2018-01-04 2018-02-07
MONDELEZ INTERNATIONAL P 2015-06-18 2017-08-28
CVS HEALTH CORP 3.87% 20 P 2015-08-25 2018-01-12
FNMA PMA0583 04%2040 P 2010-12-13 2018-02-22
US TSY 1.250% OCT 31 20 P 2014-06-27 2017-09-19
US TSY 3.000% NOV 15 20 P 2016-02-24 2018-04-19
OCCIDENTAL PETE CORP CAL P 2015-10-26 2018-01-04
VERIZON COMMUNICATNS COM P 2014-05-02 2018-01-04
PACCAR INC P 2016-01-21 2018-03-12
KIMBERLY CLARK P 2017-01-10 2018-04-27
PHILIP MORRIS INTL INC P 2016-05-05 2018-04-27
COCA COLA COM P 2015-10-26 2017-07-07
PPL CORPORATION P 2015-10-26 2017-07-07
INTEL CORP P 2015-03-10 2017-10-23
OCCIDENTAL PETE CORP CAL P 2015-10-26 2017-10-23
VERIZON COMMUNICATNS COM P 2014-03-04 2017-10-23
GENERAL ELECTRIC P 2015-02-19 2017-10-30
DOVER CORP P 2016-07-07 2018-01-04
ADOBE SYSTEMS INC RSTD P 2014-02-14 2018-01-30
FEDEX CORP DELAWARE COM P 2013-03-25 2018-01-30
THERMO FISHER SCIENTIFIC P 2013-12-11 2018-01-30
BOEING COMPANY P 2018-01-30 2018-02-02
LAUDER ESTEE COS INC A P 2017-05-10 2018-02-02
DANAHER CORP DEL COM P 2017-02-08 2018-02-07
MONDELEZ INTERNATIONAL P 2014-07-08 2017-08-28
EUROPEAN INVESTMENT BANK P 2015-04-21 2018-03-01
U.S. TRSY INFLATION BOND P 2017-02-17 2017-09-19
US TSY 1.250% OCT 31 20 P 2016-12-13 2017-10-18
US TSY 3.000% NOV 15 20 P 2015-01-05 2018-04-19
PPL CORPORATION P 2017-10-23 2018-01-04
METLIFE INC COM P 2018-01-04 2018-01-31
PACCAR INC P 2015-10-26 2018-03-12
KIMBERLY CLARK P 2015-11-19 2018-04-27
PHILIP MORRIS INTL INC P 2015-10-26 2018-04-27
DOMINION ENERGY INC P 2015-10-26 2017-07-07
VENTAS INC P 2015-10-26 2017-07-07
INTEL CORP P 2015-01-15 2017-10-23
OCCIDENTAL PETE CORP CAL P 2015-06-27 2017-10-23
GENERAL ELECTRIC P 2017-10-23 2017-10-30
GENERAL ELECTRIC P 2015-01-15 2017-10-30
ECOLAB INC P 2017-05-10 2018-01-04
AFFILIATED MANAGERS GRP P 2013-12-11 2018-01-30
FEDEX CORP DELAWARE COM P 2013-03-04 2018-01-30
THERMO FISHER SCIENTIFIC P 2013-03-25 2018-01-30
BROADCOM LTD P 2013-12-11 2018-02-02
LOWE'S COMPANIES INC P 2018-01-30 2018-02-02
DANAHER CORP DEL COM P 2014-10-23 2018-02-07
DISNEY (WALT) CO COM STK P 2017-02-08 2017-09-14
KFW 1.50%JUN15 21 P 2017-01-30 2018-03-01
U.S. TRSY INFLATION BOND P 2014-06-27 2017-09-19
US TSY 1.250% OCT 31 20 P 2017-02-17 2017-12-18
US TSY 3.000% NOV 15 20 P 2014-12-19 2018-04-19
PPL CORPORATION P 2017-02-07 2018-01-04
METLIFE INC COM P 2017-08-28 2018-01-31
VENTAS INC P 2018-01-04 2018-03-12
KIMBERLY CLARK P 2015-10-26 2018-04-27
PHILIP MORRIS INTL INC P 2015-09-16 2018-04-27
DOMINION ENERGY INC P 2015-07-01 2017-07-07
BRIGHTHOUSE FINL INC REG P 2017-02-07 2017-08-28
INTEL CORP P 2014-10-16 2017-10-23
OCCIDENTAL PETE CORP CAL P 2015-06-16 2017-10-23
GENERAL ELECTRIC P 2017-07-07 2017-10-30
GENERAL ELECTRIC P 2014-10-27 2017-10-30
FACEBOOK INC P 2015-11-23 2018-01-04
AFFILIATED MANAGERS GRP P 2013-03-25 2018-01-30
GENL DYNAMICS CORP COM P 2016-03-10 2018-01-30
TJX COS INC NEW P 2016-02-12 2018-01-30
CONSTELLATION BRANDS INC P 2017-08-28 2018-02-02
MASTERCARD INC P 2017-11-06 2018-02-02
FACEBOOK INC P 2017-02-08 2018-03-28
DISNEY (WALT) CO COM STK P 2015-11-23 2017-09-14
LOCKHEED MARTIN 3.55% 20 P 2016-04-06 2018-01-12
U.S. TRSY INFLATION BOND P 2009-02-03 2017-09-19
US TSY 1.250% OCT 31 20 P 2016-12-13 2017-12-18
PPL CORPORATION P 2017-01-10 2018-01-04
METLIFE INC COM P 2017-02-07 2018-01-31
VENTAS INC P 2017-10-23 2018-03-12
KRAFT (THE) HEINZ CO SHS P 2018-03-12 2018-04-27
PHILIP MORRIS INTL INC P 2015-02-23 2018-04-27
JPMORGAN CHASE & CO P 2011-05-20 2017-07-07
BRIGHTHOUSE FINL INC REG P 2016-07-14 2017-08-28
INTEL CORP P 2014-02-10 2017-10-23
OCCIDENTAL PETE CORP CAL P 2015-06-12 2017-10-23
GENERAL ELECTRIC P 2017-02-07 2017-10-30
GENERAL ELECTRIC P 2014-10-16 2017-10-30
FEDEX CORP DELAWARE COM P 2013-03-04 2018-01-04
AFFILIATED MANAGERS GRP P 2013-03-04 2018-01-30
HONEYWELL INTL INC DEL P 2013-03-04 2018-01-30
ZOETIS INC P 2016-10-10 2018-01-30
COSTCO WHOLESALE CRP DEL P 2013-03-25 2018-02-02
NETFLIX COM INC P 2017-05-10 2018-02-02
FACEBOOK INC P 2016-01-20 2018-03-28
DISNEY (WALT) CO COM STK P 2014-07-08 2017-09-14
LOCKHEED MARTIN 3.55% 20 P 2016-03-16 2018-01-12
U.S. TRSY INFLATION NTE P 2017-02-17 2017-09-19
US TSY 1.375% MAR 31 20 P 2015-05-08 2018-01-12
PPL CORPORATION P 2015-10-26 2018-01-04
METLIFE INC COM P 2016-07-14 2018-01-31
VENTAS INC P 2017-02-07 2018-03-12
KRAFT (THE) HEINZ CO SHS P 2018-01-04 2018-04-27
PROCTER & GAMBLE CO P 2017-10-23 2018-04-27
JPMORGAN CHASE & CO P 2011-03-25 2017-07-07
KIMBERLY CLARK P 2015-10-26 2017-09-29
INTEL CORP P 2013-12-16 2017-10-23
OCCIDENTAL PETE CORP CAL P 2015-05-10 2017-10-23
GENERAL ELECTRIC P 2017-01-10 2017-10-30
GENERAL ELECTRIC P 2011-12-16 2017-10-30
MEDTRONIC PLC SHS P 2017-02-07 2018-01-04
ALIGN TECH INC DEL COM P 2018-01-04 2018-01-30
INTERCONTINENTAL P 2017-06-27 2018-01-30
ABBVIE INC SHS P 2018-01-30 2018-02-02
CSX CORP P 2018-01-04 2018-02-02
NVIDIA P 2016-08-24 2018-02-02
FACEBOOK INC P 2015-11-23 2018-03-28
CELGENE CORP COM P 2017-02-08 2017-11-06
MCDONALD'S CORP P 2017-03-13 2018-01-12
U.S. TRSY INFLATION NTE P 2016-01-29 2017-09-19
US TSY 1.375% MAR 31 20 P 2015-04-21 2018-01-12
PROCTER & GAMBLE CO P 2015-12-11 2018-01-04
DOMINION ENERGY INC P 2015-10-26 2018-03-12
VENTAS INC P 2017-01-10 2018-03-12
KRAFT (THE) HEINZ CO SHS P 2017-10-23 2018-04-27
PROCTER & GAMBLE CO P 2017-07-07 2018-04-27
LOCKHEED MARTIN CORP P 2013-01-30 2017-07-07
KIMBERLY CLARK P 2015-10-26 2017-09-29
INTEL CORP P 2013-12-16 2017-10-23
OCCIDENTAL PETE CORP CAL P 2014-12-26 2017-10-23
GENERAL ELECTRIC P 2016-01-22 2017-10-30
GENERAL ELECTRIC P 2011-09-02 2017-10-30
MEDTRONIC PLC SHS P 2016-05-05 2018-01-04
ALPHABET INC SHS CL A P 2013-12-11 2018-01-30
INTERCONTINENTAL P 2017-02-08 2018-01-30
ADOBE SYSTEMS INC RSTD P 2014-02-14 2018-02-02
CSX CORP P 2018-01-04 2018-02-02
ORACLE CORP 0.01 DEL P 2017-09-14 2018-02-02
NVIDIA P 2016-08-24 2018-03-28
CELGENE CORP COM P 2015-12-03 2017-11-06
MICROSOFT CORP 2.37% 202 P 2015-03-12 2018-04-19
US TSY 0.750% AUG 31 20 P 2016-11-14 2017-08-14
US TSY 2.000% OCT 31 20 P 2018-01-12 2018-02-22
ROYAL DUTCH SHEL PLC P 2016-07-26 2018-01-04
OCCIDENTAL PETE CORP CAL P 2017-02-07 2018-03-12
VENTAS INC P 2015-10-26 2018-03-12
KRAFT (THE) HEINZ CO SHS P 2017-07-07 2018-04-27
PROCTER & GAMBLE CO P 2017-02-07 2018-04-27
LOCKHEED MARTIN CORP P 2012-07-09 2017-07-07
PACCAR INC P 2015-10-26 2017-10-09
INTEL CORP P 2013-11-11 2017-10-23
OCCIDENTAL PETE CORP CAL P 2014-06-15 2017-10-23
GENERAL ELECTRIC P 2016-01-21 2017-10-30
GENERAL ELECTRIC P 2011-05-20 2017-10-30
NETFLIX COM INC P 2017-05-10 2018-01-04
AMAZON COM INC COM P 2013-03-25 2018-01-30
INTERCONTINENTAL P 2017-02-07 2018-01-30
AFFILIATED MANAGERS GRP P 2017-02-08 2018-02-02
DANAHER CORP DEL COM P 2014-10-23 2018-02-02
PAYPAL HOLDINGS INC SHS P 2017-09-14 2018-02-02
ORACLE CORP 0.01 DEL P 2018-01-04 2018-03-28
CELGENE CORP COM P 2014-12-31 2017-11-06
MICROSOFT CORP 2.37% 202 P 2015-02-23 2018-04-19
US TSY 0.750% JUL 15 20 P 2016-07-20 2018-03-01
US TSY 2.000% OCT 31 20 P 2018-01-12 2018-04-27
(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 497   441 56
b 3,811   3,443 368
c 1,284   1,403 -119
d 2,864   3,267 -403
e 8,085   12,358 -4,273
655   756 -101
15,291   11,089 4,202
591   462 129
19,602   17,780 1,822
65   83 -18
26,154   39,229 -13,075
20,541   19,644 897
11,125   3,198 7,927
1,402   269 1,133
433   385 48
600   617 -17
1,471   971 500
909   906 3
2,332   2,560 -228
6,004   4,368 1,636
8,285   8,019 266
2,943   2,991 -48
7,741   8,060 -319
23,336   20,888 2,448
2,495   1,730 765
2,567   2,491 76
136   160 -24
349   515 -166
364   387 -23
2,789   2,114 675
2,830   2,156 674
299   130 169
299   220 79
203   244 -41
14,413   13,579 834
1,770   1,783 -13
964   186 778
272   189 83
200   200  
1,377   1,265 112
1,230   481 749
5,561   6,532 -971
6,732   9,136 -2,404
8,328   8,171 157
1,962   1,972 -10
14,514   15,151 -637
874   833 41
2,349   2,156 193
1,604   1,515 89
18,954   20,066 -1,112
291   357 -66
44,830   47,913 -3,083
331   299 32
2,931   1,764 1,167
1,925   1,323 602
3,593   2,925 668
81   104 -23
25,540   21,342 4,198
11,860   10,205 1,655
2,168   322 1,846
837   746 91
252   232 20
3,266   1,817 1,449
671   276 395
1,659   1,821 -162
1,975   2,020 -45
9,853   10,042 -189
5,887   5,918 -31
7,969   7,983 -14
7,642   5,237 2,405
21,245   18,833 2,412
24,259   27,179 -2,920
409   453 -44
11,865   15,237 -3,372
1,390   1,787 -397
237   165 72
1,916   1,771 145
321   198 123
8,747   7,708 1,039
365   485 -120
2,575   946 1,629
214   92 122
790   421 369
5,540   3,196 2,344
1,131   581 550
782   295 487
1,541   711 830
897   975 -78
9,874   10,053 -179
3,796   3,615 181
9,812   9,970 -158
8,977   8,981 -4
2,857   2,443 414
157   134 23
413   449 -36
477   481 -4
3,974   5,007 -1,033
33,605   30,293 3,312
828   619 209
45   45  
1,283   518 765
5,271   3,830 1,441
101   139 -38
1,617   1,159 458
7,075   6,630 445
1,153   648 505
2,171   554 1,617
2,952   515 2,437
2,693   1,587 1,106
1,106   970 136
902   700 202
8,930   9,009 -79
13,829   14,652 -823
5,830   5,943 -113
12,001   11,972 29
2,851   1,025 1,826
209   190 19
2,340   2,287 53
68   68  
7,285   9,667 -2,382
3,038   2,543 495
6,743   5,175 1,568
24,182   20,622 3,560
1,925   533 1,392
1,291   1,222 69
101   127 -26
1,214   269 945
5,601   5,968 -367
5,248   3,536 1,712
1,034   1,054 -20
2,197   1,234 963
1,904   829 1,075
233   233  
902   630 272
1,685   2,004 -319
2,493   2,411 82
7,963   8,006 -43
1,943   1,994 -51
2,413   950 1,463
105   94 11
9,980   9,806 174
14,250   15,226 -976
12,086   14,789 -2,703
11,913   11,147 766
1,183   750 433
81   58 23
994   672 322
2,434   2,289 145
20   25 -5
188   105 83
3,978   3,765 213
1,703   1,985 -282
1,079   809 270
1,996   801 1,195
1,417   1,245 172
1,628   1,109 519
1,644   1,791 -147
4,213   4,929 -716
953   978 -25
1,998   2,002 -4
4,856   4,693 163
22,853   14,785 8,068
366   328 38
6,057   4,134 1,923
13,578   16,029 -2,451
1,242   1,361 -119
6,030   4,227 1,803
1,301   773 528
366   283 83
3,994   2,824 1,170
795   751 44
101   127 -26
1,693   916 777
9,821   7,992 1,829
7,299   8,651 -1,352
674   276 398
333   122 211
846   770 76
863   853 10
1,521   1,497 24
6,117   6,114 3
2,818   2,698 120
3,996   3,966 30
5,890   6,523 -633
7,334   7,046 288
1,256   1,128 128
2,615   1,734 881
1,555   1,713 -158
22,269   26,843 -4,574
1,733   1,665 68
2,861   2,568 293
204   159 45
1,179   1,294 -115
1,540   1,491 49
203   252 -49
309   208 101
6,706   2,299 4,407
7,959   2,948 5,011
432   203 229
354   339 15
1,804   1,227 577
3,740   3,235 505
11,963   10,910 1,053
5,852   5,966 -114
2,993   2,974 19
9,980   10,011 -31
1,963   2,094 -131
3,101   3,780 -679
2,673   2,833 -160
15,555   12,441 3,114
1,140   1,303 -163
14,487   15,714 -1,227
303   291 12
2,953   2,428 525
204   182 22
65   76 -11
11,800   13,264 -1,464
101   118 -17
957   885 72
2,915   2,806 109
2,653   1,051 1,602
6,048   2,127 3,921
947   186 761
519   529 -10
8,728   5,358 3,370
5,274   5,939 -665
11,568   11,706 -138
1,496   1,484 12
6,973   7,007 -34
4,908   5,197 -289
12,157   13,864 -1,707
8,846   8,665 181
3,289   3,927 -638
19,383   22,709 -3,326
1,159   1,146 13
1,287   1,138 149
167   187 -20
814   620 194
524   588 -64
8,150   10,526 -2,376
61   76 -15
371   214 157
3,748   2,750 998
1,574   926 648
646   554 92
1,757   1,589 168
2,238   1,941 297
463   401 62
1,270   1,568 -298
2,059   2,085 -26
2,993   2,566 427
996   1,001 -5
868   954 -86
1,847   1,752 95
5,232   6,598 -1,366
2,094   2,432 -338
1,325   1,322 3
1,686   778 908
4,893   4,483 410
326   194 132
524   591 -67
13,726   20,051 -6,325
2,392   2,871 -479
3,435   1,366 2,069
4,581   3,188 1,393
321   138 183
1,020   686 334
1,541   842 699
789   479 310
1,234   743 491
8,693   7,679 1,014
8,236   8,297 -61
2,109   2,098 11
1,972   2,002 -30
19,787   21,842 -2,055
43,548   33,741 9,807
12,856   15,961 -3,105
233   312 -79
3,275   3,937 -662
1,592   785 807
12,223   12,630 -407
1,832   1,105 727
655   785 -130
182   283 -101
872   729 143
1,936   1,746 190
7,302   6,258 1,044
74   66 8
231   239 -8
393   404 -11
1,422   369 1,053
4,165   2,886 1,279
2,107   2,429 -322
10,223   9,854 369
5,273   5,201 72
24,645   25,024 -379
1,735   1,478 257
35,917   35,769 148
897   1,114 -217
5,409   7,142 -1,733
2,038   2,452 -414
566   178 388
1,293   1,336 -43
1,832   1,111 721
131   149 -18
2,048   2,835 -787
1,257   973 284
6,820   6,460 360
1,178   542 636
297   232 65
1,973   676 1,297
730   751 -21
1,896   1,949 -53
3,957   1,107 2,850
4,213   4,485 -272
1,953   2,008 -55
14,925   14,944 -19
9,721   9,849 -128
7,593   6,032 1,561
22,334   23,317 -983
28,252   31,292 -3,040
3,781   5,359 -1,578
13,100   15,871 -2,771
4,813   1,486 3,327
42,729   31,983 10,746
244   145 99
393   559 -166
426   599 -173
1,683   1,630 53
4,956   3,835 1,121
1,402   258 1,144
10,702   8,610 2,092
200   160 40
1,620   942 678
780   622 158
1,704   1,815 -111
4,715   5,366 -651
7,813   8,012 -199
1,962   1,994 -32
15,479   15,758 -279
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       56
b       368
c       -119
d       -403
e       -4,273
      -101
      4,202
      129
      1,822
      -18
      -13,075
      897
      7,927
      1,133
      48
      -17
      500
      3
      -228
      1,636
      266
      -48
      -319
      2,448
      765
      76
      -24
      -166
      -23
      675
      674
      169
      79
      -41
      834
      -13
      778
      83
       
      112
      749
      -971
      -2,404
      157
      -10
      -637
      41
      193
      89
      -1,112
      -66
      -3,083
      32
      1,167
      602
      668
      -23
      4,198
      1,655
      1,846
      91
      20
      1,449
      395
      -162
      -45
      -189
      -31
      -14
      2,405
      2,412
      -2,920
      -44
      -3,372
      -397
      72
      145
      123
      1,039
      -120
      1,629
      122
      369
      2,344
      550
      487
      830
      -78
      -179
      181
      -158
      -4
      414
      23
      -36
      -4
      -1,033
      3,312
      209
       
      765
      1,441
      -38
      458
      445
      505
      1,617
      2,437
      1,106
      136
      202
      -79
      -823
      -113
      29
      1,826
      19
      53
       
      -2,382
      495
      1,568
      3,560
      1,392
      69
      -26
      945
      -367
      1,712
      -20
      963
      1,075
       
      272
      -319
      82
      -43
      -51
      1,463
      11
      174
      -976
      -2,703
      766
      433
      23
      322
      145
      -5
      83
      213
      -282
      270
      1,195
      172
      519
      -147
      -716
      -25
      -4
      163
      8,068
      38
      1,923
      -2,451
      -119
      1,803
      528
      83
      1,170
      44
      -26
      777
      1,829
      -1,352
      398
      211
      76
      10
      24
      3
      120
      30
      -633
      288
      128
      881
      -158
      -4,574
      68
      293
      45
      -115
      49
      -49
      101
      4,407
      5,011
      229
      15
      577
      505
      1,053
      -114
      19
      -31
      -131
      -679
      -160
      3,114
      -163
      -1,227
      12
      525
      22
      -11
      -1,464
      -17
      72
      109
      1,602
      3,921
      761
      -10
      3,370
      -665
      -138
      12
      -34
      -289
      -1,707
      181
      -638
      -3,326
      13
      149
      -20
      194
      -64
      -2,376
      -15
      157
      998
      648
      92
      168
      297
      62
      -298
      -26
      427
      -5
      -86
      95
      -1,366
      -338
      3
      908
      410
      132
      -67
      -6,325
      -479
      2,069
      1,393
      183
      334
      699
      310
      491
      1,014
      -61
      11
      -30
      -2,055
      9,807
      -3,105
      -79
      -662
      807
      -407
      727
      -130
      -101
      143
      190
      1,044
      8
      -8
      -11
      1,053
      1,279
      -322
      369
      72
      -379
      257
      148
      -217
      -1,733
      -414
      388
      -43
      721
      -18
      -787
      284
      360
      636
      65
      1,297
      -21
      -53
      2,850
      -272
      -55
      -19
      -128
      1,561
      -983
      -3,040
      -1,578
      -2,771
      3,327
      10,746
      99
      -166
      -173
      53
      1,121
      1,144
      2,092
      40
      678
      158
      -111
      -651
      -199
      -32
      -279
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 86,190
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 -16,822
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 337,892 7,457,366 0.045310
2017 345,995 7,217,098 0.047941
2016 368,535 7,331,936 0.050264
2015 319,215 7,199,069 0.044341
2014 303,962 6,863,039 0.044290
2
Total of line 1, column (d) .....................
2
0.232146
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
0.046429
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
7,596,207
5
Multiply line 4 by line 3......................
5
352,684
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,179
7
Add lines 5 and 6........................
7
355,863
8
Enter qualifying distributions from Part XII, line 4,.............
8
415,240
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 3,179
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  
3 Add lines 1 and 2........................... 3 3,179
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 3,179
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 8,000
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 8,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 4,821
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet4,821 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDEREK BLAKESLEE Telephone no.bullet (407) 656-6611

    Located atbullet800 S DILLARD STREETWINTER GARDENFL ZIP+4bullet34787
    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
     
     
    ........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
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DEREK BLAKESLEE PRESIDENT
    000.00     		0 0 0
    800 S DILLARD ST
    WINTER GARDEN,FL34787
    ANN BLAKESLEE SECR/TREAS
    000.00     		39,960 0 0
    800 S DILLARD ST
    WINTER GARDEN,FL34787
    DON WINGATE DIRECTOR
    000.00     		0 0 0
    800 S DILLARD ST
    WINTER GARDEN,FL34787
    CAROLE WINGATE DIRECTOR
    000.00     		0 0 0
    800 S DILLARD ST
    WINTER GARDEN,FL34787
    MARK GRIFFITH DIRECTOR
    000.00     		0 0 0
    800 S DILLARD ST
    WINTER GARDEN,FL34787
    ARDEN GRIFFITH DIRECTOR
    000.00     		0 0 0
    800 S DILLARD ST
    WINTER GARDEN,FL34787
    GINNIE STANFORD DIRECTOR
    000.00     		0 0 0
    800 S DILLARD ST
    WINTER GARDEN,FL34787
    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  
    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.............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 N/A  
    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
    4,368,772
    b
    Average of monthly cash balances.......................
    1b
    117,638
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,225,475
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,711,885
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    7,711,885
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    115,678
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,596,207
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    379,810
    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
    379,810
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    3,179
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,179
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    376,631
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    376,631
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    376,631
    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
    415,240
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    415,240
    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
    3,179
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    412,061
    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 7 376,631
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 122,097
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 415,240
    a Applied to 2018, but not more than line 2a 122,097
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2019 distributable amount..... 293,143
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2019.    
    (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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		83,488
    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 2014 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    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
    ADULT LITERACY LEAGUE
    345 W MICHIGAN STREET
    ORLANDO,FL32806     		NONE 509(A)(1) ADULT READING PROGRAM 15,000
    AMERICAN CANCER SOCEITY
    250 WILLIAMS ST
    ATLANTA,GA30303     		NONE 509(A)(1) RESEARCH SUPPORT 1,250
    AMERICAN DIABETES ASSOCIA
    1701 N BEAUREGARD STREET
    ALEXANDRIA,VA22311     		NONE 509(A)(1) DIABETES RESEARCH 5,000
    AUDUBON OF CENTRAL FL
    1101 AUDUBON WAY
    MAITLAND,FL32751     		NONE 509(A)(1) BIRD OF PREY CENTER SUPPORT 2,000
    BOGGY CREEK GANG CAMP
    30500 BRANTLY BRANCH RD
    EUSTIS,FL32736     		NONE 509(A)(1) MEDICAL CAMP FOR CHILDREN 5,000
    BOY SCOUTS OF AMERICA - C
    1951 S ORANGE BLOSSOM TRA
    APOPKA,FL32703     		NONE 509(A)(1) COUNCIL SUPPORT 5,000
    BOY SCOUTS OF AMERICA - C
    1951 S ORANGE BLOSSOM TRA
    APOPKA,FL32703     		NONE 509(A)(1) LOCAL TROOP SUPPORT 8,000
    BOYS GIRLS CLUB OF CENTRAL FLORID
    325 STATION STREET
    ALTAMONTE SPRINGS,FL32701     		NONE 509(A)(1) BUILDING PROGRAM 50,000
    BREAD OF LIFE FELLOWSHIP
    PO BOX 770451
    WINTER GARDEN,FL34777     		NONE 509(A)(1) MEALS PROGRAM SUPPORT 2,000
    CANINE COMPANIONS
    8150 CLARCONA OCOEE RD
    ORLANDO,FL32868     		NONE 509(A)(1) OPERATIONS SUPPORT 2,000
    CENTRAL FLORIDA YMCA
    433 N MILLS AVENUE
    ORLANDO,FL32803     		NONE 509(A)(1) LOW INCOME YOUTH SCHOLARSHIPS 5,000
    CENTRAL FLORIDA ZOOLOGICA
    PO BOX 470309
    LAKE MONROE,FL32747     		NONE 509(A)(1) COMMUNITY ZOO SUPPORT 2,000
    CHILDRENS MIRACLE NETWORK
    3160 SOUTHGATE COMMERCE
    ORLANDO,FL32806     		NONE 509(A)(1) CHILDREN'S MEDICAL SUPPORT 1,000
    CHRISTIAN SERVICE CENTER
    808 W CENTRAL BLVD
    ORLANDO,FL32805     		NONE 509(A)(1) WEST ORANGE SUPPORT 15,000
    CITY OF WINTER GARDEN
    125 E PLANT STREET
    WINTER GARDEN,FL34787     		NONE 509(A)(1) HOLIDAY PROGRAM 500
    COALITION FOR THE HOMELES
    639 WEST CENTRAL BLVD
    ORLANDO,FL32801     		NONE 509(A)(1) HOMELESS SHELTER SUPPORT 2,000
    DOWN SYNDROME ASSOCIATION
    1137 EDGEWATER DRIVE
    ORLANDO,FL32804     		NONE 509(A)(1) BUDDY WALK SUPPORT 5,000
    DUVALL HOME
    3395 GRAND AVENUE
    DELAND,FL32720     		NONE 509(A)(1) ART PROGRAM SUPPORT 10,000
    ENGLISH SPRINGER SPANIEL RESCUE
    1025 ROSE CREEK DRIVE
    WOODSTOCK,GA30189     		NONE 509(A)(1) SUPPORT PET ADOPTION 1,000
    ENZIAN THEATER
    1300 S ORLANDO AVENUE
    MAITLAND,FL32751     		NONE 509(A)(1) OPERATIONAL SUPPORT 5,000
    FLORIDA BICYCLE ASSOCIATION
    732 ADIDAS ROAD
    WINTER SPRINGS,FL32708     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    FLORIDA STATE UNIVERSITY
    225 UNIVERSITY CENTER
    TALLAHASSEE,FL32306     		NONE 509(A)(1) ACCOUNTING DEPT SUPPORT 5,000
    FND FOR ORANGE CNTY PUBLIC SCHOOLS
    445 W AMELIA AVE
    ORLANDO,FL32801     		NONE 509(A)(1) SCIENCE TEACHER SUPPORT 17,500
    FREEDOM RIDE
    1905 LEE ROAD
    ORLANDO,FL32810     		NONE 509(A)(1) OPERATIONAL SUPPORT 2,000
    GARDEN THEATRE
    1 N MAIN STREET
    WINTER GARDEN,FL34787     		NONE 509(A)(1) OPERATIONAL SUPPORT 7,500
    GIFT FOR TEACHING
    6501 MAGIC WAY
    ORLANDO,FL32809     		NONE 509(A)(1) PUBLIC SCHOOL SUPPLIES SUPPORT 5,000
    GOODWILL INDUSTRIES
    7531 S ORANGE BLOSSOM TRA
    ORLANDO,FL32809     		NONE 509(A)(1) COMMUNITY SUPPORT 2,000
    HABITAT FOR HUMANITY WEST ORANGE
    13369 W COLONIAL DRIVE
    WINTER GARDEN,FL34787     		NONE 509(A)(1) NEW HOUSE SUPPORT 26,500
    HOUSE OF HOPE
    PO BOX 560484
    ORLANDO,FL32856     		NONE 509(A)(1) TROUBLED TEEN SUPPORT 2,000
    JUNIOR ACHIEVEMENT OF CENTRAL FLA
    2121 CAMDEN RD
    ORLANDO,FL32803     		NONE 509(A)(1) YOUTH SUPPORT 2,000
    KATIE CAPLES FOUNDATION
    914 ATLANTIC AVENUE
    AMELIA ISLAND,FL32034     		NONE 509(A)(1) TRANSPLANT SUPPORT 2,000
    LANES TEENAGE GIRLS INC
    PO BOX 609087
    ORLANDO,FL32860     		NONE 509(A)(1) CAMPUS TOUR PROGRAM FOR YOUTH 3,750
    LIGHTHOUSE OF CENTRAL FLA
    215 NEW HAMPSHIRE ST
    ORLANDO,FL32804     		NONE 509(A)(1) VISUAL IMPAIRMENT SUPPORT 2,000
    MOCKINGBIRD MINISTRIES
    100 W JEFFERSON STREET
    CHARLOTTESVILLE,VA22902     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    MOFFIT CANCER CENTER
    12902 MAGNOLIA DRIVE
    TAMPA,FL33612     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    NATIONAL WWII MUSUEM
    945 MAGAZINE STREET
    NEW ORLEANS,LA70130     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    NEHRLING GARDEN
    2267 HEMPEL AVENUE
    GOTHA,FL34734     		NONE 509(A)(1) OPERATIONAL SUPPORT 5,000
    OAKLAND NATURE PRESERVE
    747 MACHETE TRAIL
    OAKLAND,FL34760     		NONE 509(A)(1) SIGNAGE/OPERATIONAL SUPPORT 12,500
    ORANGE COUNTY REGIONAL HI
    65 E CENTRAL AVENUE
    ORLANDO,FL32801     		NONE 509(A)(1) COMMUNITY HISTORY CENTER SUPPORT 2,000
    ORLANDO MUSEUM OF ART
    2416 N MILLS
    ORLANDO,FL32803     		NONE 509(A)(1) COMMUNITY MUSUEM SUPPORT 2,000
    ORLANDO PHILHARMONIC ORCH
    812 E ROLLINS
    ORLANDO,FL32803     		NONE 509(A)(1) COMMUNITY CONCERT FOR WG 5,000
    ORLANDO SCIENCE CENTER
    777 E PRINCETON
    ORLANDO,FL32803     		NONE 509(A)(1) COMMUNITY SCIENCE PROGRAM SUPPORT 2,000
    ORLANDO UNION RESCUE MISS
    1521 WASHINGTON STREET
    ORLANDO,FL32802     		NONE 509(A)(1) HOMELESS SHELTER SUPPORT 2,000
    PET ALLIANCE OF CENTRAL FLORIDA
    2727 CONROY ROAD
    ORLANDO,FL32839     		NONE 509(A)(1) ANIMAL SHELTER SUPPORT 2,000
    PRINCE OF PEACE ORPHANAGE
    PO BOX 1344
    MT STERLING,KY40353     		NONE 509(A)(1) ORPHANAGE SUPPORT 40,000
    QUEST INC
    500 E COLONIAL DRIVE
    ORLANDO,FL32803     		NONE 509(A)(1) SUMMER CAMP SCHOLARSHIPS 7,500
    RONALD MCDONALD HOUSE
    2201 ALDEN ROAD
    ORLANDO,FL32803     		NONE 509(A)(1) COMMUNITY SUPPORT 5,000
    SALVATION ARMY
    PO BOX 540657
    ORLANDO,FL32854     		NONE 509(A)(1) HOMELESS REHAB SUPPORT 2,000
    SECOND HARVEST FOOD BANK
    2008 BRENGLE AVENUE
    ORLANDO,FL32808     		NONE 509(A)(1) COMMUNITY FOOD BANK SUPPORT 2,000
    SHEPHERD HOPE HEALTH CLIN
    4851 APOPKA VINELAND RD
    ORLANDO,FL32819     		NONE 509(A)(1) LOW INCOME HEALTH CLINIC 27,000
    SMITHSONIAN MUSUEMS
    PO BOX 37012
    WASHINGTON,DC20013     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    THE RUSSELL HOME
    510 HOLDEN AVENUE
    ORLANDO,FL32839     		NONE 509(A)(1) HANDICAPPED INDIVIDUAL SUPPORT 2,000
    UCP OF CENTRAL FLORIDA
    630 S DILLARD ST
    WINTER GARDEN,FL34787     		NONE 509(A)(1) CLASSROOM SUPPORT 2,000
    UNIVERSITY OF FLORIDA
    PO BOX 117166
    GAINESVILLE,FL32611     		NONE 509(A)(1) ACCOUNTING DEPT/CICIERONES SUPPORT 7,500
    WAMU
    4401 CONNECTICUT AVE NW
    WASHINGTON,DC20008     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,200
    WEST ORANGE SCHOLARSHIP FND
    800 S DILLARD STREET
    WINTER GARDEN,FL34787     		NONE 509(A)(1) LOCAL SCHOLARSHIP SUPPORT 6,000
    WINTER GARDEN ART ASSOCIATION
    127 S BOYD STREET
    WINTER GARDEN,FL34787     		NONE 509(A)(1) OPERATIONAL SUPPORT 2,500
    WINTER GARDEN HERITAGE FO
    1 N MAIN STREET
    WINTER GARDEN,FL34787     		NONE 509(A)(1) MUSUEM SUPPORT 7,000
    WINTER GARDEN POLICE ATHLETIC LEAGU
    125 E PLANT STREET
    WINTER GARDEN,FL34787     		NONE 509(A)(1) TOYS FOR NEEDY PROGRAM 1,000
    WMFE COMMUNITY COMMUNICAT
    11510 EAST COLONIAL DRIVE
    ORLANDO,FL32817     		NONE 509(A)(1) SUPPORT OF PUBLIC RADIO 11,000
    WORLD BICYCLE RELIEF
    1000 W FULTON MARKET
    CHICAGO,IL60607     		NONE 509(A)(1) OPERATIONAL SUPPORT 2,000
    WUCF
    12461 RESEARCH PARKWAY
    ORLANDO,FL32826     		NONE 509(A)(1) PUBLIC TELEVISION SUPPORT 7,500
    ADVENTURE CYCLING
    150 E PINE STREET
    MISSOULA,MT59802     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    Total .................................bullet 3a 390,700
    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....     14 169,785  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 125,951  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 86,190 639
    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)..   381,926 639
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    382,565
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990PF PREPARATION 2,900 2,175   725

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2017 GainLossSaleOtherAssetsSch
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    FRACTIONAL SHARES/STOCK SETTLEMENTS 2015-01 PURCHASE 2018-06   639       639  

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ML 4012 INVESTMENTS 306,565 298,456

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ML 4006 INVESTMENTS 330,778 478,102
    ML B43 INVESTMENTS 216,134 213,484
    ML 4004 INVESTMENTS 1,684,061 1,855,753
    ML 4005 INVESTMENTS 739,982 884,230
    ML 4012 INVESTMENTS 156,503 152,850

    TY 2017 InvestmentsGovtObligationsSch
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    US Government Securities - End of Year Book Value:

    305,217
    US Government Securities - End of Year Fair Market Value:

    301,420
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2017 InvestmentsLandSchedule2
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 375,000   375,000 375,000
    BUILDING 2,000,966 318,508 1,682,458 2,025,000

    TY 2017 InvestmentsOtherSchedule2
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PRESBYTERIAN INVESTMENT LOAN PROGRAM AT COST 148,499 148,499

    TY 2017 OtherExpensesSchedule
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOND BLD - WINTER GARDEN        
    INSURANCE 11,207 11,207    
    MAINTENANCE/REPAIRS 26,486 26,486    
    UTILITIES 11,994 11,994    
    SALES TAX INCLUDED IN RENTAL 14,903 14,903    
    PROPERTY TAXES 8,675 8,675    
    INVESTMENT DEPRECIATION 50,177 50,177    
    EXPENSES        
    DUES & SUBSCRIPTIONS 3,455     3,455
    LICENSE & REGISTRATION 123 123    


    TY 2017 OtherLiabilitiesSchedule
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSITS 18,000 19,000
    INSURANCE REPAIR RESERVE   44,547


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MERRILL LYNCH INVESTMENT FEES 33,841 33,841    


    TY 2017 TaxesSchedule
    Name:
    THE BOND FOUNDATION INC
    EIN:
    59-3468830
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FORM 990PF TAX 6,578      
    FOREIGN TAXES 722 722