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
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THEODORE L CROSS
FAMILY CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)185 MERRICK ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LYNBROOK, NY11563
A Employer identification number

04-3254361
B Telephone number (see instructions)

(516) 478-6000
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$18,102,386J 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 6,859 6,859 6,859
4 Dividends and interest from securities... 232,705 232,705 232,705
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 297,622
b Gross sales price for all assets on line 6a 2,274,333
7 Capital gain net income (from Part IV, line 2)... 297,622
8 Net short-term capital gain......... 51,798
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........ 537,186 537,186 291,362
Operating and Administrative Expenses 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).......        
c Other professional fees (attach schedule).... Click to see attachment 86,279 84,015   2,264
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,798 8,351    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 1,309 86   1,223
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 100,386 92,452   3,487
25 Contributions, gifts, grants paid....... 1,050,000 1,050,000
26 Total expenses and disbursements. Add lines 24 and 25 1,150,386 92,452   1,053,487
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -613,200
b Net investment income (if negative, enter -0-) 444,734
c Adjusted net income (if negative, enter -0-)... 291,362
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 360,652 788,503 788,503
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.......... 9,222 14,775 14,775
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 10,852,494 Click to see attachment10,606,715 11,745,135
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,240,000 Click to see attachment4,439,175 5,553,973
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) 16,462,368 15,849,168 18,102,386
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
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 bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 16,462,368 15,849,168
30 Total net assets or fund balances (see instructions)..... 16,462,368 15,849,168
31 Total liabilities and net assets/fund balances (see instructions). 16,462,368 15,849,168
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,462,368
2
Enter amount from Part I, line 27a .....................
2
-613,200
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
15,849,168
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 30 .
6
15,849,168
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a -51 TORONTO-DOMINION BANK P 2017-09-01 2018-12-21
b -45 TORONTO-DOMINION BANK P 2017-09-15 2018-12-21
c -45 ZOETIS INC P 2016-02-18 2018-11-28
d -44 ROYAL CARIBBEAN CRUISES LTD P 2015-05-22 2018-11-21
e -84 ELECTRONIC ARTS INC P 2018-02-06 2018-11-20
-42 ELECTRONIC ARTS INC P 2018-08-30 2018-11-20
-2 ROYAL CARIBBEAN CRUISES LTD P 2015-03-30 2018-11-20
-6 ROYAL CARIBBEAN CRUISES LTD P 2015-05-22 2018-11-20
-46 ELECTRONIC ARTS INC P 2018-02-06 2018-11-14
-24 ELECTRONIC ARTS INC P 2018-03-07 2018-11-14
-5 REGENERON PHARMACEUTICALS P 2018-10-16 2018-11-06
-30 ROYAL CARIBBEAN CRUISES LTD P 2015-03-30 2018-11-01
-60 TORONTO-DOMINION BANK P 2017-09-15 2018-10-31
-47 TORONTO-DOMINION BANK P 2017-09-19 2018-10-31
-109 NORWEGIAN CRUISE LINE HOLDIN P 2017-06-09 2018-10-30
-101 NORWEGIAN CRUISE LINE HOLDIN P 2017-06-09 2018-10-29
-169 NORWEGIAN CRUISE LINE HOLDIN P 2017-06-08 2018-10-26
-2 BOOKING HOLDINGS INC P 2013-11-08 2018-10-25
-2 BOOKING HOLDINGS INC P 2013-10-24 2018-10-25
-101 NORWEGIAN CRUISE LINE HOLDIN P 2017-06-08 2018-10-25
-74 NORWEGIAN CRUISE LINE HOLDIN P 2017-06-21 2018-10-25
-26 NORWEGIAN CRUISE LINE HOLDIN P 2017-06-23 2018-10-25
-139 SCHWAB (CHARLES) CORP P 2016-08-08 2018-10-25
-45 TORONTO-DOMINION BANK P 2017-12-01 2018-10-25
-43 TORONTO-DOMINION BANK P 2017-09-19 2018-10-25
-4 ADOBE INC. P 2015-07-28 2018-10-22
-10 MICROSOFT CORP P 2018-07-20 2018-10-22
-8 ROYAL CARIBBEAN CRUISES LTD P 2015-03-30 2018-10-22
-106 SCHWAB (CHARLES) CORP P 2016-08-08 2018-10-22
-146 SCHWAB (CHARLES) CORP P 2016-08-08 2018-10-19
-13 SCHWAB (CHARLES) CORP P 2016-08-09 2018-10-19
-79 SCHWAB (CHARLES) CORP P 2016-08-09 2018-10-18
-78 SCHWAB (CHARLES) CORP P 2016-08-09 2018-10-16
-120 SCHWAB (CHARLES) CORP P 2016-10-18 2018-10-16
-85 SCHWAB (CHARLES) CORP P 2017-11-29 2018-10-16
-57 ZOETIS INC P 2016-02-18 2018-10-11
-2 THERMO FISHER SCIENTIFIC INC P 2018-04-26 2018-10-05
-50 THERMO FISHER SCIENTIFIC INC P 2018-01-31 2018-10-05
-20 IPG PHOTONICS CORP P 2018-04-27 2018-09-26
-10 IPG PHOTONICS CORP P 2018-04-30 2018-09-26
-32 IPG PHOTONICS CORP P 2018-04-30 2018-09-25
-13 IPG PHOTONICS CORP P 2018-04-30 2018-09-24
-20 IPG PHOTONICS CORP P 2018-05-01 2018-09-24
-374 SIRIUS XM HOLDINGS INC P 2018-01-10 2018-08-06
-449 SIRIUS XM HOLDINGS INC P 2018-01-10 2018-08-03
-16 BLACKROCK INC P 2018-03-08 2018-08-02
-859 SIRIUS XM HOLDINGS INC P 2018-01-10 2018-08-02
-898 SIRIUS XM HOLDINGS INC P 2018-01-10 2018-08-01
-11 BLACKROCK INC P 2018-03-08 2018-07-24
-2 BLACKROCK INC P 2018-03-08 2018-07-20
-15 BLACKROCK INC P 2018-03-09 2018-07-20
-50 ZOETIS INC P 2016-05-18 2018-07-02
-25 ZOETIS INC P 2016-02-18 2018-07-02
-55 ZOETIS INC P 2016-05-18 2018-06-29
-20 ZOETIS INC P 2016-05-04 2018-06-29
-45 ABBOTT LABORATORIES P 2017-06-23 2018-06-27
-125 ABBOTT LABORATORIES P 2017-07-20 2018-06-27
-85 ADOBE INC. P 2015-07-24 2018-06-27
-15 ADOBE INC. P 2015-07-28 2018-06-27
-80 ALIBABA GROUP HOLDING-SP ADR P 2014-09-25 2018-06-27
-13 ALIBABA GROUP HOLDING-SP ADR P 2014-09-29 2018-06-27
-55 ALIBABA GROUP HOLDING-SP ADR P 2015-01-29 2018-06-27
-12 ALPHABET INC/CA-CL A P 2016-07-29 2018-06-27
-6 ALPHABET INC/CA-CL A P 2015-08-11 2018-06-27
-15 BECTON DICKINSON AND CO P 2018-02-06 2018-06-27
-30 BECTON DICKINSON AND CO P 2018-06-22 2018-06-27
-13 BLACKROCK INC P 2018-03-09 2018-06-27
-2 BOOKING HOLDINGS INC P 2013-10-21 2018-06-27
-4 BOOKING HOLDINGS INC P 2013-10-24 2018-06-27
-2 BOOKING HOLDINGS INC P 2018-03-07 2018-06-27
-30 CANADIAN PACIFIC RAILWAY LTD P 2018-04-27 2018-06-27
-7 CANADIAN PACIFIC RAILWAY LTD P 2017-10-18 2018-06-27
-41 ELECTRONIC ARTS INC P 2018-03-07 2018-06-27
-143 FACEBOOK INC-A P 2015-06-19 2018-06-27
-30 INTUIT INC P 2018-04-26 2018-06-27
-5 INTUIT INC P 2018-03-05 2018-06-27
-15 IPG PHOTONICS CORP P 2018-06-25 2018-06-27
-10 IPG PHOTONICS CORP P 2018-05-01 2018-06-27
-90 MICROSOFT CORP P 2017-11-28 2018-06-27
-50 MICROSOFT CORP P 2018-02-01 2018-06-27
-90 MICROSOFT CORP P 2017-10-27 2018-06-27
-175 MONSTER BEVERAGE CORP P 2016-04-29 2018-06-27
-60 MONSTER BEVERAGE CORP P 2015-08-24 2018-06-27
-50 MSCI INC P 2018-02-01 2018-06-27
-89 NORWEGIAN CRUISE LINE HOLDIN P 2017-06-23 2018-06-27
-71 NORWEGIAN CRUISE LINE HOLDIN P 2017-08-11 2018-06-27
-70 PAYPAL HOLDINGS INC P 2017-03-23 2018-06-27
-40 PAYPAL HOLDINGS INC P 2017-04-21 2018-06-27
-10 ROYAL CARIBBEAN CRUISES LTD P 2015-04-13 2018-06-27
-80 ROYAL CARIBBEAN CRUISES LTD P 2015-03-30 2018-06-27
-80 SCHWAB (CHARLES) CORP P 2017-11-29 2018-06-27
-190 SCHWAB (CHARLES) CORP P 2017-12-01 2018-06-27
-90 SCHWAB (CHARLES) CORP P 2017-12-04 2018-06-27
-450 SIRIUS XM HOLDINGS INC P 2018-01-10 2018-06-27
-245 SIRIUS XM HOLDINGS INC P 2018-01-26 2018-06-27
-440 TENCENT HOLDINGS LTD-UNS ADR P 2012-03-16 2018-06-27
-45 THERMO FISHER SCIENTIFIC INC P 2018-01-31 2018-06-27
-35 TORONTO-DOMINION BANK P 2017-12-01 2018-06-27
-140 TORONTO-DOMINION BANK P 2018-03-01 2018-06-27
-90 VISA INC-CLASS A SHARES P 2016-07-22 2018-06-27
-35 VISA INC-CLASS A SHARES P 2012-03-19 2018-06-27
-35 VISA INC-CLASS A SHARES P 2018-02-06 2018-06-27
-15 VISA INC-CLASS A SHARES P 2016-10-25 2018-06-27
-115 ZOETIS INC P 2016-05-04 2018-06-27
-67 ZOETIS INC P 2016-07-05 2018-06-27
-48 ZOETIS INC P 2016-07-06 2018-06-27
-740 SIRIUS XM HOLDINGS INC P 2018-01-26 2018-06-22
-520 SIRIUS XM HOLDINGS INC P 2018-03-07 2018-06-22
-640 SIRIUS XM HOLDINGS INC P 2018-03-07 2018-06-21
-60 ROYAL CARIBBEAN CRUISES LTD P 2015-04-13 2018-05-01
-33 KANSAS CITY SOUTHERN P 2017-04-24 2018-04-30
-67 KANSAS CITY SOUTHERN P 2017-04-26 2018-04-30
-95 KANSAS CITY SOUTHERN P 2017-04-24 2018-04-27
-4 KANSAS CITY SOUTHERN P 2017-04-24 2018-04-26
-101 KANSAS CITY SOUTHERN P 2017-04-25 2018-04-26
-15 CANADIAN PACIFIC RAILWAY LTD P 2017-10-18 2018-04-24
-144 DOLLAR TREE INC P 2017-08-24 2018-03-08
-111 DOLLAR TREE INC P 2017-08-24 2018-03-07
-35 DOLLAR TREE INC P 2017-09-19 2018-03-07
-65 DOLLAR TREE INC P 2017-09-28 2018-03-07
-15 DOLLAR TREE INC P 2017-10-06 2018-03-07
-95 DOLLAR TREE INC P 2017-11-21 2018-03-07
-95 DOLLAR TREE INC P 2017-11-24 2018-03-07
-15 WYNN RESORTS LTD P 2017-02-13 2018-03-05
-55 WYNN RESORTS LTD P 2017-02-21 2018-03-05
-70 WYNN RESORTS LTD P 2017-02-13 2018-03-02
-35 WYNN RESORTS LTD P 2017-02-10 2018-02-28
-20 WYNN RESORTS LTD P 2017-02-13 2018-02-28
-40 WYNN RESORTS LTD P 2018-02-01 2018-02-28
-10 REGENERON PHARMACEUTICALS P 2017-04-05 2018-02-06
-1 REGENERON PHARMACEUTICALS P 2016-12-12 2018-02-06
-10 REGENERON PHARMACEUTICALS P 2017-03-21 2018-02-06
-35 REGENERON PHARMACEUTICALS P 2017-04-28 2018-02-06
-25 REGENERON PHARMACEUTICALS P 2016-12-12 2018-02-05
-11 REGENERON PHARMACEUTICALS P 2017-03-16 2018-02-02
-14 REGENERON PHARMACEUTICALS P 2016-12-12 2018-02-02
-50 ALEXION PHARMACEUTICALS INC P 2013-02-21 2018-02-01
-18 REGENERON PHARMACEUTICALS P 2017-03-29 2018-02-01
-20 REGENERON PHARMACEUTICALS P 2017-11-02 2018-02-01
-3 REGENERON PHARMACEUTICALS P 2017-03-15 2018-02-01
-4 REGENERON PHARMACEUTICALS P 2017-03-16 2018-02-01
-75 ALEXION PHARMACEUTICALS INC P 2013-02-21 2018-01-31
-90 ALEXION PHARMACEUTICALS INC P 2013-02-22 2018-01-31
-15 ALEXION PHARMACEUTICALS INC P 2013-03-04 2018-01-31
-305 STARBUCKS CORP P 2017-11-01 2018-01-26
-115 STARBUCKS CORP P 2017-11-28 2018-01-26
-20 MONSTER BEVERAGE CORP P 2015-11-06 2018-01-10
-5 MONSTER BEVERAGE CORP P 2016-04-29 2018-01-10
-100 MONSTER BEVERAGE CORP P 2017-11-09 2018-01-10
-105 ZOETIS INC P 2016-05-05 2018-01-10
-30 ZOETIS INC P 2016-07-06 2018-01-10
-35 BRITISH AMERICAN TOBACCO PLC ISIN GB0002875804 SEDOL 0287580 P 2012-03-21 2018-09-18
-25 BRITISH AMERICAN TOBACCO PLC ISIN GB0002875804 SEDOL 0287580 P 2012-06-18 2018-09-18
-60 BRITISH AMERICAN TOBACCO PLC ISIN GB0002875804 SEDOL 0287580 P 2012-03-21 2018-08-30
-40 BRITISH AMERICAN TOBACCO PLC ISIN GB0002875804 SEDOL 0287580 P 2012-03-21 2018-07-26
-20 BRITISH AMERICAN TOBACCO PLC ISIN GB0002875804 SEDOL 0287580 P 2012-03-21 2018-07-03
-30 BRITISH AMERICAN TOBACCO PLC ISIN GB0002875804 SEDOL 0287580 P 2012-03-21 2018-06-27
-75 BRITISH AMERICAN TOBACCO PLC ISIN GB0002875804 SEDOL 0287580 P 2012-03-21 2018-06-20
-75 BRITISH AMERICAN TOBACCO PLC ISIN GB0002875804 SEDOL 0287580 P 2012-03-21 2018-06-14
-150 BRITISH AMERICAN TOBACCO PLC ISIN GB0002875804 SEDOL 0287580 P 2012-03-21 2018-06-08
-140 BRITISH AMERICAN TOBACCO PLC ISIN GB0002875804 SEDOL 0287580 P 2012-03-21 2018-06-04
-35 BRITISH AMERICAN TOBACCO PLC ISIN GB0002875804 SEDOL 0287580 P 2017-08-01 2018-06-04
-75 DIAGEO PLC ISIN GB0002374006 SEDOL 0237400 P 2012-10-09 2018-03-02
-60 DIAGEO PLC ISIN GB0002374006 SEDOL 0237400 P 2012-05-04 2018-03-02
-589.26 EURO PRINCIPAL CURRENCY P 2018-08-09 2018-08-10
-1106 EURO PRINCIPAL CURRENCY P 2018-05-02 2018-05-07
-928.84 EURO PRINCIPAL CURRENCY P 2018-05-02 2018-05-03
-21 MASTERCARD INC-CLASS A P 2014-10-24 2018-08-15
-5 MASTERCARD INC-CLASS A P 2014-10-24 2018-04-06
-261.45 POUND STERLING P 2018-04-06 2018-04-09
-58275.058 LAUDUS MONDRIAN EMG MKT-INS P 2011-11-17 2018-07-11
-22598.87 LAUDUS MONDRIAN EMG MKT-INS P 2012-08-27 2018-07-11
-12004.802 LAUDUS MONDRIAN EMG MKT-INS P 2014-03-05 2018-07-11
-4512.635 VULCAN VALUE PARTNERS FD P 2016-01-15 2018-07-11
BROWN FORMAN CORP. CL B - CASH IN LIEU P 2018-01-01 2018-12-31
FIRST EAGLE - SETTLEMENT P 2018-01-01 2018-12-31
FIRST EAGLE - SETTLEMENT P 2018-01-01 2018-12-31
LTCG P 2001-01-01 2018-12-31
STCG P 2018-01-01 2018-12-31
SOMERSET SMALL MID CAP- FUNDS REDEMPTION P 2013-06-26 2018-06-30
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,514   2,780 -266
b 2,218   2,487 -269
c 4,112   1,892 2,220
d 4,745   3,353 1,392
e 6,884   10,212 -3,328
3,442   5,038 -1,596
212   161 51
636   457 179
3,965   5,592 -1,627
2,068   3,020 -952
1,797   1,985 -188
3,207   2,414 793
3,342   3,316 26
2,618   2,609 9
4,585   5,609 -1,024
4,360   5,198 -838
7,434   8,753 -1,319
3,571   2,121 1,450
3,571   2,149 1,422
4,574   5,231 -657
3,351   4,020 -669
1,177   1,438 -261
5,957   4,180 1,777
2,494   2,602 -108
2,384   2,387 -3
999   322 677
1,098   1,075 23
918   644 274
4,874   3,188 1,686
6,842   4,391 2,451
609   392 217
3,682   2,380 1,302
3,737   2,350 1,387
5,750   3,872 1,878
4,073   4,101 -28
5,022   2,397 2,625
481   429 52
12,019   11,109 910
3,127   4,244 -1,117
1,564   2,130 -566
5,181   6,815 -1,634
2,135   2,769 -634
3,284   4,437 -1,153
2,575   2,056 519
3,084   2,468 616
7,555   8,804 -1,249
5,920   4,722 1,198
6,189   4,936 1,253
5,629   6,053 -424
1,006   1,101 -95
7,543   8,583 -1,040
4,245   2,344 1,901
2,122   1,051 1,071
4,723   2,578 2,145
1,717   940 777
2,781   2,218 563
7,725   6,344 1,381
20,699   6,882 13,817
3,653   1,209 2,444
15,215   7,124 8,091
2,472   1,154 1,318
10,460   4,912 5,548
13,687   9,564 4,123
6,844   4,156 2,688
3,601   3,382 219
7,202   7,115 87
6,656   7,439 -783
4,077   2,165 1,912
8,154   4,298 3,856
4,077   4,209 -132
5,526   5,536 -10
1,289   1,237 52
5,796   5,160 636
28,601   11,810 16,791
6,050   5,507 543
1,008   852 156
3,325   3,409 -84
2,217   2,219 -2
8,944   7,623 1,321
4,969   4,768 201
8,944   7,573 1,371
9,829   8,392 1,437
3,370   2,705 665
8,314   7,312 1,002
4,413   4,922 -509
3,520   3,930 -410
5,780   3,039 2,741
3,303   1,754 1,549
1,070   812 258
8,564   6,438 2,126
4,266   3,860 406
10,133   9,263 870
4,800   4,590 210
3,063   2,474 589
1,668   1,463 205
21,470   2,461 19,009
9,311   9,998 -687
2,017   2,024 -7
8,066   8,175 -109
11,965   7,148 4,817
4,653   1,022 3,631
4,653   4,068 585
1,994   1,236 758
9,757   5,405 4,352
5,684   3,161 2,523
4,072   2,295 1,777
5,306   4,420 886
3,728   3,361 367
4,593   4,137 456
6,489   4,872 1,617
3,557   2,955 602
7,222   5,973 1,249
10,252   8,507 1,745
428   358 70
10,804   9,131 1,673
2,660   2,651 9
13,230   11,553 1,677
9,882   8,906 976
3,116   2,907 209
5,787   5,554 233
1,335   1,336 -1
8,457   9,384 -927
8,457   9,366 -909
2,421   1,484 937
8,878   5,281 3,597
11,275   6,926 4,349
5,885   3,472 2,413
3,363   1,979 1,384
6,726   6,744 -18
3,278   3,824 -546
328   391 -63
3,278   3,776 -498
11,471   13,543 -2,072
8,504   9,785 -1,281
3,806   4,330 -524
4,844   5,480 -636
5,897   4,317 1,580
6,325   7,134 -809
7,027   7,962 -935
1,054   1,191 -137
1,405   1,574 -169
9,001   6,476 2,525
10,802   7,870 2,932
1,800   1,331 469
17,549   16,829 720
6,617   6,523 94
1,273   965 308
318   240 78
6,364   5,835 529
7,726   5,041 2,685
2,207   1,436 771
1,641   1,814 -173
1,172   1,267 -95
2,910   3,110 -200
2,172   2,073 99
1,013   1,037 -24
1,476   1,555 -79
3,730   3,887 -157
3,703   3,887 -184
7,311   7,774 -463
7,130   7,256 -126
1,784   2,263 -479
2,449   2,162 287
1,959   1,602 357
671   682 -11
1,317   1,320 -3
1,113   1,111 2
4,200   1,553 2,647
856   370 486
369   368 1
451,049   500,000 -48,951
174,915   200,000 -25,085
92,917   100,000 -7,083
100,000   67,013 32,987
27     27
84     84
193     193
103,128     103,128
56,931     56,931
430,760   400,000 30,760
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       -266
b       -269
c       2,220
d       1,392
e       -3,328
      -1,596
      51
      179
      -1,627
      -952
      -188
      793
      26
      9
      -1,024
      -838
      -1,319
      1,450
      1,422
      -657
      -669
      -261
      1,777
      -108
      -3
      677
      23
      274
      1,686
      2,451
      217
      1,302
      1,387
      1,878
      -28
      2,625
      52
      910
      -1,117
      -566
      -1,634
      -634
      -1,153
      519
      616
      -1,249
      1,198
      1,253
      -424
      -95
      -1,040
      1,901
      1,071
      2,145
      777
      563
      1,381
      13,817
      2,444
      8,091
      1,318
      5,548
      4,123
      2,688
      219
      87
      -783
      1,912
      3,856
      -132
      -10
      52
      636
      16,791
      543
      156
      -84
      -2
      1,321
      201
      1,371
      1,437
      665
      1,002
      -509
      -410
      2,741
      1,549
      258
      2,126
      406
      870
      210
      589
      205
      19,009
      -687
      -7
      -109
      4,817
      3,631
      585
      758
      4,352
      2,523
      1,777
      886
      367
      456
      1,617
      602
      1,249
      1,745
      70
      1,673
      9
      1,677
      976
      209
      233
      -1
      -927
      -909
      937
      3,597
      4,349
      2,413
      1,384
      -18
      -546
      -63
      -498
      -2,072
      -1,281
      -524
      -636
      1,580
      -809
      -935
      -137
      -169
      2,525
      2,932
      469
      720
      94
      308
      78
      529
      2,685
      771
      -173
      -95
      -200
      99
      -24
      -79
      -157
      -184
      -463
      -126
      -479
      287
      357
      -11
      -3
      2
      2,647
      486
      1
      -48,951
      -25,085
      -7,083
      32,987
      27
      84
      193
      103,128
      56,931
      30,760
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 2 297,622
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 51,798
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 962,945 20,459,405 0.04707
2016 908,560 18,435,462 0.04928
2015 975,644 19,681,896 0.04957
2014 928,616 19,566,043 0.04746
2013 873,446 18,502,691 0.04721
2
Total of line 1, column (d) .....................
2
0.240587
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
0.048117
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
21,219,315
5
Multiply line 4 by line 3......................
5
1,021,010
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,447
7
Add lines 5 and 6........................
7
1,025,457
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,053,487
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 4,447
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 4,447
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 4,447
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 19,222
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 19,222
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 14,775
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet14,775 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
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNJ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOHN W HALLORAN CPA Telephone no.bullet (516) 478-6000

    Located atbullet185 MERRICK ROAD SUITE 2BLYNBROOKNY ZIP+4bullet11563
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........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
     
    No
    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
    AMANDA B CROSS Trustee
    5.00     		0    
    C/O FOUNDATION ADDRESS
    ROCKVILLE CENTRE,NY11570
    LISA W POWNALL-GRAY Trustee
    5.00     		0    
    C/O FOUNDATION ADDRESS
    ROCKVILLE CENTRE,NY11570
    ADRIENNE CANNELLA Trustee
    5.00     		0    
    C/O FOUNDATION ADDRESS
    ROCKVILLE CENTRE,NY11570
    JOHN W HALLORAN TRUSTEE
    5.00     		0    
    C/O FOUNDATION ADDRESS
    ROCKVILLE CENTRE,NY11570
    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 (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............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)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    14,262,888
    b
    Average of monthly cash balances.......................
    1b
    1,081,395
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,198,169
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,542,452
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    21,542,452
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    323,137
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    21,219,315
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,060,966
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,060,966
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    4,447
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,447
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,056,519
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,056,519
    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
    1,056,519
    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
    1,053,487
    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
    1,053,487
    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
    4,447
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,049,040
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,056,519
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 876,471
    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: bullet$ 1,053,487
    a Applied to 2017, but not more than line 2a 876,471
    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..... 177,016
    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 ..........     		879,503
    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)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACLU FOUNDATION
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10005     		NONE N/A GENERAL PURPOSES 35,000
    ANGELO J MELLILO CENTER FR MENTAL H
    113 GLEN COVE AVENUE
    GLEN COVE,NY11542     		NONE N/A GENERAL PURPOSES 25,000
    BRENNAN CENTER FOR JUSTICE AT NYU
    120 BROADWAY SUITE 1750
    NEW YORK,NY10271     		NONE N/A GENERAL PURPOSES 50,000
    DING DARLING SOCIETY
    PO BOX 565
    SANIBEL,FL33957     		NONE N/A GENERAL PURPOSES 50,000
    FISH FRIENDS IN SERVICE HERE
    2430-B PERIWINKLE WAY UNIT B
    SANIBEL,FL33957     		NONE N/A GENERAL PURPOSES 35,000
    HARRIS CENTER AT MASS GENERAL HOSPI
    125 NASHUA STREET SUITE 540
    BOSTON,MA02114     		NONE N/A GENERAL PURPOSES 25,000
    HARRY CHAPIN FOOD BANK
    3760 FOWLER ST
    FORT MYERS,FL33901     		NONE N/A GENERAL PURPOSES 40,000
    HUMAN RIGHTS CAMPAIGN FOUNDATION
    1640 RHODE ISLAND AVE NW
    WASHINGTON,DC20036     		NONE N/A GENERAL PURPOSES 5,000
    HUMAN RIGHTS WATCH
    350 FIFTH AVE 34TH FLOOR
    NEW YORK,NY10118     		NONE N/A GENERAL PURPOSES 10,000
    LONG ISLAND CARES
    10 DAVIDS DRIVE
    HAUPPAUGE,NY11788     		NONE N/A General Purpose 25,000
    MS FOUNDATION FOR WOMEN
    12 METRO TECH CENTER 26TH FLOOR
    BROOKLYN,NY11201     		NONE N/A General Purpose 10,000
    PERKINS SCHOOL FOR THE BLIND
    175 NORTH BEACON ST
    WATERTOWN,MA02472     		NONE N/A General Purpose 30,000
    PLANNED PARENTHOOD
    123 WILLIAM STREET 10TH FLOOR
    NEW YORK,NY10038     		NONE N/A General Purpose 50,000
    PREP FOR PREP
    328 WEST 71ST ST
    NEW YORK,NY10023     		NONE N/A General Purpose 25,000
    NANTUCKET CONSERVATION FOUNDATION
    118 CLIFF ROAD
    NANTUCKET,MA02554     		NONE N/A General Purpose 10,000
    NANTUCKET COTTAGE HOSPITAL
    57 PROSPECT ST
    NANTUCKET,MA02554     		NONE N/A General Purpose 10,000
    NANTUCKET HISTORICAL ASSOCIATION
    15 BROAD ST
    NANTUCKET,MA02554     		NONE N/A General Purpose 25,000
    OUR LADY OF THE SNOWS RC CHURCH
    258-15 80TH AVE
    FLORAL PARK,NY11004     		NONE N/A General Purpose 2,500
    COMMACK VOLUNTEER AMBULANCE CORPS
    200 BURR ROAD
    COMMACK,NY11725     		NONE N/A GENERAL 25,000
    DISABILITY OPPORTUNITY FUND
    265 SUNRISE HIGHWAY SUITE 45
    ROCKVILLE CENTRE,NY11570     		NONE N/A GENERAL 5,000
    LEE MEMORIAL HEALTH SYSTEM FOUNDATI
    16451 HEALTHPARK COMMONSSUITE 200
    FORT MYERS,FL33908     		NONE N/A GENERAL 50,000
    PROJECT HORSESHOE FARM
    1202 MAIN STREET
    GREENSBORO,AL36744     		NONE N/A GENERAL 50,000
    RADCLIFF INSTITUTE
    10 GARDEN ST
    CAMBRIDGE,MA02138     		NONE N/A GENERAL 25,000
    THE ALI FORNEY CENTER
    224 WEST 35TH STREET STE 1500
    NEW YORK,NY10001     		NONE N/A GENERAL 5,000
    ARCHBISHOP MOLLOY HIGH SCHOOL - FUN
    83-53 MANTON STREET
    BRIARWOOD,NY11435     		NONE N/A GENERAL 25,000
    NEW HAVEN FARMS
    PO BOX 8953
    NEW HAVEN,CT06532     		NONE N/A GENERAL 5,000
    PALLIATIVE SUPPORTIVE CARE OF NANTU
    57 PROSPECT STREET
    NANTUCKET,MA02554     		NONE N/A GENERAL 25,000
    UNIVERSITY OF CONNECTICUT INC
    2390 ALUMNI DRIVE UNIT 3206
    STORRS,CT06269     		NONE N/A GENERAL 15,000
    ACCESS YOUTH ACADEMY
    7310 MIRAMAR ROAD 405
    SAN DIEGO,CA92126     		NONE N/A GENERAL 15,000
    CLUBHOUSE INTERNATIONAL
    483 TENTH AVENUE SUITE 525
    NEW YORK,NY10018     		NONE N/A GENERAL 35,000
    NATIONAL ALLIANCE OF MENTAL ILLNESS
    3803 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203     		NONE N/A GENERAL 15,000
    THE CATHOLIC FUND FOR BROOKLYN QUEE
    191 JORALEMON STREET
    BROOKLYN,NY11201     		NONE N/A GENERAL 20,000
    CHILD FIRST
    100 EAST AVENUE
    NORWALK,CT06851     		NONE N/A GENERAL 30,000
    GLEN OAKS VOLUNTEER AMBULANCE CORPS
    257-02 UNION TURNPIKE
    GLEN OAKS,NY11004     		NONE N/A GENERAL 2,500
    CENTER FOR REPRODUCTIVE RIGHTS
    199 WATER STREET 22ND FLOOR
    NEW YORK,NY10038     		NONE N/A GENERAL 5,000
    FOUNDATION FOR NATIONAL PROGRESS
    222 SUTTER STREET SUITE 600
    SAN FRANCISCO,CA94108     		NONE N/A GENERAL 15,000
    GUTTMACHER INSTITUTE
    125 MAIDEN LANE 7TH FLOOR
    NEW YORK,NY10038     		NONE N/A GENERAL 15,000
    LEAGUE WOMEN VOTERS
    1730 M STREET NW SUITE 100
    WASHINGTON,DC20036     		NONE N/A GENERAL 35,000
    PROPUBLICA
    155 AVENUE OF THE AMERICAS 13TH FL
    NEW YORK,NY10013     		NONE N/A GENERAL 25,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVENUE
    MONTGOMERY,AL36104     		NONE N/A GENERAL 20,000
    THE ELIZABETH TAYLOR AIDS FOUNDATIO
    SAVITSKY SATIN BACON SUITE 2100
    LOS ANGELES,CA90024     		NONE N/A GENERAL 5,000
    GUADALUPE CENTER
    509 HOPE CIRCLE
    IMMOKALEE,FL34142     		NONE N/A GENERAL 20,000
    NAACP LEGAL DEFENSE AND EDUCATIONAL
    40 RECTOR STREET
    NEW YORK,NY10006     		NONE N/A GENERAL 15,000
    SOUTHWEST FLORIDA COMMUNITY FOUNDAT
    8771 COLLEGE PKWY BLDG 2 STE 201
    FORT MYERS,FL33919     		NONE N/A GENERAL 10,000
    THE CITY COLLEGE OF NEW YORK
    160 CONVENT AVE NORTH ACADEMIC CTR
    NEW YORK,NY10031     		NONE N/A GENERAL 35,000
    UNITED WAY OF LEE HENDRY GLADES OKE
    7273 CONCOURSE DRIVE
    FORT MYERS,FL33908     		NONE N/A GENERAL 10,000
    SHE SHOULD RUN
    718 7TH STREET NW 2ND FLOOR
    WASHINGTON,DC20001     		NONE N/A GENERAL 20,000
    WORLD CENTRAL KITCHEN
    1875 CONNECTICUT AVENUE NW 10TH FL
    WASHINGTON,DC20009     		NONE N/A GENERAL 10,000
    Total .................................bullet 3a 1,050,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 6,859  
    4 Dividends and interest from securities....     14 232,705  
    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 ............     		        297,622
    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)..   239,564 297,622
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    537,186
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THEODORE L CROSS
     
    FAMILY CHARITABLE FOUNDATION
    EIN:
    04-3254361
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    100 SH BANK UTICA NY (2300) 26,400 43,000
    650 SH ALTRIA GROUP INC (2300)    
    985 SH BERKSHIRE HATHAWAY INC (2300) 80,859 201,117
    710 SH BROWN FORMAN CORP CLASS A (2300) 14,867 33,668
    390 SH COMCAST CORPORATION (2300)    
    175 SH MARTIN MARIETTA MATERIALS (2300)    
    975 SH MASTERCARD INC - CLASS A (2300)    
    1,105 SH PHILLIP MORRIS INTL (2300)    
    1,525 SH WELLS FARGO (2300)    
    715 SH ANHEUSER BUSCH INBEV (2300)    
    650 SH BRITISH AMER TOB PLC (2300)    
    1,260 SH CIE FINANCIERE RICHEMNT (2300)    
    1,050 SH DIAGEO PLC (2300)    
    1,175 SH HEINEKEN HOLDING N V (2300) 54,492 99,061
    1,585 SH NESTLE S A SPONS (2300)    
    675 SH PERNOD-RICARD SA (2300) 71,456 110,574
    1,555 SH UNILEVER NV (2300)    
    355 SH ALEXION PHARMACEUTICALS    
    440 SH DOLLAR TREE INC    
    12 SH ALPHABET INC CL C 13,129 12,427
    78 SH ALPHABET INC CL A    
    1,380 SH MONSTER BEVERAGE CORP    
    110 SH REGENERON PHARMACEUTICALS    
    995 SH STARBUCKS CORP    
    50 SH PRICELINE.COM INC    
    1010 SH VISA INC CL A    
    1,440 SH ZOETIS INC    
    990 SH ALIBABA GROUP HOLDING    
    15396.708 SH FPA CRESCENT 475,405 454,665
    4,294.526 SH VANGUARD 500 INDEX FUND 491,491 993,925
    37,851.776 SH DODGE & COX INTL STOCK    
    50,976.606 SH FIRST EAGLE OVERSEAS FUND 1,100,000 1,119,956
    92,878.73 SH LAUDUS TR EMERGING MARKETS    
    12,455 SH VANGUARD FTSE EMERGING 525,486 474,536
    13,768.992 SH TROWE PRICE NEW ERA F 610,850 414,309
    132,294.36 SH DODGE & COX INCOME FUND    
    640 SH JC Decaux International (2300)    
    117 SH SWATCH GROUP PLC (2300)    
    750 SH ADOBE SYSTEMS INC (2201)    
    895 SH FACEBOOK INC    
    640 SH VISA INC CL A 18,688 84,442
    710 SH ROYAL CARIBBEAN CRUISES    
    3,850 SH TENCENT HLDGS LTD    
    1,630 SCHWAB CORP    
    67,340.067 SH VULCAN VALUE PARTNERS    
    160 SH BECTON DICKINSON AND CO (2201)    
    300 SH KANSAS CITY SOUTHERN    
    1,040 SH MICROSOFT CORP    
    495 SH PAYPAL HOLDINGS INC    
    25 SH THERMO FISHER SCIENTIFIC INC    
    195 SH WYNN RESORTS LTD    
    157 SH CANADIAN PACIFIC RAILWAY LTD    
    740 SH NORWEGIAN CRUISE LINE HOLDINGS    
    670 SH TORONTO-DOMINION BANK    
    790 ABBOTT LABORATORIES    
    177 SH BROWN-FORMAN CORP CLASS B 3,717 8,422
    19 SH AMAZON.COM INC 28,718 28,537
    24 SH BOOKING HOLDINGS INC 24,940 41,338
    147 SH BURLINGTON STORES INC 23,764 23,912
    204 SH INTUIT INC 36,474 40,157
    300 SH MSCI INC 44,231 44,229
    64,986.325 GQG PART EMERG MKTS EQ-INST 805,828 729,147
    670 SH ALTRIA GROUP INC 20,893 33,091
    780 SH COMCAST CORP-CLASS A 12,594 26,559
    200 SH MARTIN MARIETTA MATERIALS 20,438 34,374
    949 SH MASTERCARD INC-CLASS A 41,377 179,029
    1,125 SH PHILIP MORRIS INTERNATIONAL 97,241 75,105
    1,513 SH WELLS FARGO & CO 56,241 69,719
    885 SH ANHEUSER BUSCH INBEV SA/NV 77,986 58,374
    1,340 SH CIE FINANCIERE RICHEMON-REG 90,681 85,762
    915 SH DIAGEO PLC 22,734 32,571
    800 SH JC DECAUX SA 29,853 22,424
    1,640 SH NESTLE SA-SPONS ADR 103,629 132,774
    155 SH SWATCH GROUP AG/THE-BR 58,770 45,145
    1,655 SH UNILEVER N V -NY SHARES 59,876 89,039
    715 SH ABBOTT LABORATORIES 35,153 51,716
    356 SH ADOBE INC 28,322 80,541
    76 SHALPHABET INC/CA-CL A 33,226 79,417
    265 SH AUTOMATIC DATA PROCESSING 36,399 34,747
    165 SH BECTON DICKINSON AND CO 32,267 37,178
    522 SH FACEBOOK INC-A 42,682 68,429
    937 SH MICROSOFT CORP 68,700 95,171
    870 SH MONSTER BEVERAGE CORP 23,527 42,821
    576 SH PAYPAL HOLDINGS INC 31,961 48,436
    89 SH REGENERON PHARMACEUTICALS 28,371 33,242
    549 SH SCHWAB CORP 16,441 22,800
    161 SH THERMO FISHER SCIENTIFIC INC 34,148 36,030
    583 SH ZOETIS INC 24,357 49,870
    162 SH CANADIAN PACIFIC RAILWAY LTD 29,558 28,774
    344 SH TORONTO-DOMINION BANK 18,752 17,104
    532 SH ALIBABA GROUP HOLDING-SP ADR 45,621 72,921
    255 SH ROYAL CARIBBEAN CRUISES LTD 18,749 24,936
    1,861 SH TENCENT HOLDINGS LTD-UNS ADR 18,957 73,454
    62,827.432 VULCAN VALUE PARTNERS FD 932,987 1,095,082
    34,615.530 DODGE & COX INTL STOCK FD 1,253,131 1,277,659
    198,598.71 DODGE & COX INCOME FD 2,710,298 2,633,419

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THEODORE L CROSS
     
    FAMILY CHARITABLE FOUNDATION
    EIN:
    04-3254361
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIR TREE INTERNATIONAL VALUE AT COST 79,175 20,238
    SOMERSET SMALL MID CAP AT COST    
    JOHNSTON INTERNATIONAL EQUITY AT COST 1,000,000 1,271,557
    THE WEATHERLOW OFFSHORE FUND I AT COST 1,600,000 2,053,289
    NYES LEDGE CAPITAL OFFSHORE FUND LTD AT COST 1,500,000 1,956,605
    HARVEST FUND AT COST 260,000 252,284

    TY 2018 OtherExpensesSchedule
    Name:
    THEODORE L CROSS
     
    FAMILY CHARITABLE FOUNDATION
    EIN:
    04-3254361
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DEPOSITORY FEE 86 86    
    INSURANCE 1,223     1,223


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THEODORE L CROSS
     
    FAMILY CHARITABLE FOUNDATION
    EIN:
    04-3254361
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONTRACT SERVICES 2,264 0 0 2,264
    INVESTMENT ADVISOR FEES 84,015 84,015 0 0


    TY 2018 TaxesSchedule
    Name:
    THEODORE L CROSS
     
    FAMILY CHARITABLE FOUNDATION
    EIN:
    04-3254361
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE 4,447      
    FOREIGN TAX 8,351 8,351