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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
VAN BEUREN CHARITABLE FOUNDATION INC
C/O BRANDYWINE GROUP ADV (PTS) INC
Number and street (or P.O. box number if mail is not delivered to street address)501 MADISON AVE 17TH FL
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10022
A Employer identification number

22-2773769
B Telephone number (see instructions)

(212) 319-2700
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$243,358,796
J 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) 10,967,765
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,932,385 3,904,700  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,590,316
b Gross sales price for all assets on line 6a 10,832,747
7 Capital gain net income (from Part IV, line 2)... 9,590,316
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)....... 276,875 276,875  
12 Total. Add lines 1 through 11........ 24,767,341 13,771,891  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 316,094 0   316,094
14 Other employee salaries and wages...... 121,730 0   121,730
15 Pension plans, employee benefits....... 176,370 0   176,370
16a Legal fees (attach schedule)......... 7,452 4,968   2,484
b Accounting fees (attach schedule)....... 53,511 53,511   0
c Other professional fees (attach schedule).... 1,983,174 1,983,174   0
17 Interest............... 547,977 547,977   0
18 Taxes (attach schedule) (see instructions)... 248,783 0   0
19 Depreciation (attach schedule) and depletion... 4,638 4,638  
20 Occupancy.............. 46,468 0   46,468
21 Travel, conferences, and meetings....... 32,345 0   32,345
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 304,310 2,831   276,379
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,842,852 2,597,099   971,870
25 Contributions, gifts, grants paid....... 6,342,081 6,342,081
26 Total expenses and disbursements. Add lines 24 and 25 10,184,933 2,597,099   7,313,951
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,582,408
b Net investment income (if negative, enter -0-) 11,174,792
c Adjusted net income (if negative, enter -0-)...  
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.............   1 1
2 Savings and temporary cash investments......... 5,403,669 1,961,357 1,961,357
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 90,184,831 Click to see attachment82,464,534 82,464,534
c Investments—corporate bonds (attach schedule)....... 9,894,443 Click to see attachment12,276,555 12,276,555
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 147,784,625 Click to see attachment146,297,968 146,297,968
14 Land, buildings, and equipment: basis bullet150,456
Less: accumulated depreciation (attach schedule) bullet113,798 37,890 36,658 36,658
15 Other assets (describe bullet) Click to see attachment274,323 Click to see attachment321,723 Click to see attachment321,723
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 253,579,781 243,358,796 243,358,796
Liabilities 17 Accounts payable and accrued expenses.......... 71,342 63,973
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)......... 71,342 63,973
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.................. 204,991,032 205,167,926
25 Temporarily restricted............... 48,517,407 38,126,897
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    
30 Total net assets or fund balances (see instructions)..... 253,508,439 243,294,823
31 Total liabilities and net assets/fund balances (see instructions). 253,579,781 243,358,796
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
253,508,439
2
Enter amount from Part I, line 27a .....................
2
14,582,408
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1
4
Add lines 1, 2, and 3 ..........................
4
268,090,848
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
24,796,025
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
243,294,823
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 THRU PARTNERSHIPS P 2018-01-01 2018-06-15
b THRU PARTNERSHIPS P 2017-01-01 2018-06-15
c REALIZED GAINS & LOSSES P 2018-01-01 2018-06-15
d REALIZED GAINS & LOSSES P 2017-01-01 2018-06-15
e SEC LIT/WASH SALES/ADJUSTMENTS P 2017-01-01 2018-06-15
(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     1,242,431 -1,242,431
b 5,437,697     5,437,697
c 372,142     372,142
d 4,916,444     4,916,444
e 106,464     106,464
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       -1,242,431
b       5,437,697
c       372,142
d       4,916,444
e       106,464
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 9,590,316
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 11,389,682 188,659,081 0.060372
2016 7,625,835 162,894,860 0.046814
2015 7,269,077 157,272,930 0.046220
2014 6,868,893 151,093,610 0.045461
2013 5,975,211 129,320,136 0.046205
2
Total of line 1, column (d) .....................
2
0.245072
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
0.049014
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
211,220,723
5
Multiply line 4 by line 3......................
5
10,352,773
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
111,748
7
Add lines 5 and 6........................
7
10,464,521
8
Enter qualifying distributions from Part XII, line 4,.............
8
7,313,951
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 1 223,496
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 223,496
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 223,496
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 256,619
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 70,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 326,619
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 103,123
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet103,123 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletRI
    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 ofbulletBRANDYWINE TRUST COMPANY Telephone no.bullet (718) 317-6857

    Located atbullet7234 LANCASTER PIKE SUITE 300AHOCKESSINDE ZIP+4bullet19707
    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
     
     
    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
     
     
    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
     
     
    .........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
    ARCHBOLD D VAN BEUREN CHAIRMAN
    0.00
    0 0 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    ANDREA VAN BEUREN VICE CHAIRMAN
    0.00
    0 0 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    STEPHEN L GLASCOCK TREASURER
    0.00
    0 0 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    HOPE HILL VAN BEUREN BOARD MEMBER
    0.00
    0 0 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    BARBARA VAN BEUREN BOARD MEMBER
    0.00
    0 0 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    HELENE B VAN BEUREN BOARD MEMBER
    0.00
    0 0 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    ROGER KASS SECRETARY
    0.00
    0 0 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    ELIZABETH R LYNN PRESIDENT & ASSISTANT TREA
    40.00
    236,594 59,255 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    KIM L DAME ASSISTANT SECRETARY
    40.00
    79,500 36,386 0
    C/O VAN BEUREN CHARITABLE FDN 449
    THAMES ST UNIT 112
    NEWPORT,RI028403283
    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
    DEBORAH S LINNELL SENIOR PROGRAM OFFIC
    40.00
    103,681 40,795 0
    C/O VAN BEUREN CHARITABLE FDN
    NEWPORT,RI028403283
    Total number of other employees paid over $50,000...................bullet 0
    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.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE SUSTAINABILITY INITIATIVE - FUND DEVELOPMENT AND SUSTAINABLE PRACTICES- PROVIDING COHORT-BASED ASSESSMENTS, TRAININGS, FUND DEVELOPMENT PLANS AND PEER LEARNING, LEADERSHIP LECTURE SERIES. 125,742
    2 NEWPORT FOR ALL AGES - COORDINATION, ASSESSMENT AND CONVENING RELATED TO NEWPORT AS AN AGE FRIENDLY CITY 19,900
    3 FINANCE AS DESTINY - STRENGTHEN FINANCIAL SYSTEMS, PROVIDING ASSESSMENTS AND FINANCIAL WORK PLANS 15,000
    4 LEADING TO BETTER DESIGN - WORKSHOP/TRAININGS TO STRENGTHEN PLANNING FOR CAPITAL PROJECTS AND DEVELOPMENT OF AN ASSESSMENT TOOL FOR CAPITAL PROJECT READINESS 7,425
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (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
    209,531,523
    b
    Average of monthly cash balances.......................
    1b
    4,557,981
    c
    Fair market value of all other assets (see instructions)................
    1c
    347,778
    d
    Total (add lines 1a, b, and c).........................
    1d
    214,437,282
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    214,437,282
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    3,216,559
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    211,220,723
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    10,561,036
    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
    10,561,036
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    223,496
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    223,496
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    10,337,540
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    10,337,540
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    10,337,540
    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
    7,313,951
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    7,313,951
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    7,313,951
    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 10,337,540
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 992,434
    b Total for prior years:20, 20, 20 0
    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........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 7,313,951
    a Applied to 2017, but not more than line 2a 992,434
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 6,321,517
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    4,016,023
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    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).)
    HOPE HILL VAN BEUREN
    BARBARA VAN BEUREN
    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
    564 PARK AVENUE PRESERVATION FOUNDATION
    564 PARK AVENUE
    NEW YORK,NY10065
    NONE PUBLIC CHARITY ANNUAL FUND 2,000
    ACADEMY IN MANAYUNK INC
    1200 RIVER ROAD
    CONSHOCHOCKEN,PA19428
    NONE PUBLIC CHARITY ANNUAL FUND 210,000
    ANIMAL BALANCE
    PO BOX 55056
    PORTLAND,OR97238
    NONE PUBLIC CHARITY ANNUAL FUND 30,000
    ALLEN-CHASE FOUNDATION
    271 PINE NOOK ROAD
    DEERFIELD,MA01342
    NONE PUBLIC CHARITY ANNUAL FUND 10,000
    CORNELL UNIVERSITY
    1300 YORK AVENUE
    NEW YORK,NY10065
    NONE PUBLIC CHARITY SCHOLARSHIP / SUPPORT DIVISION OF CHILD PSYCHIATRY 30,000
    AQUIDNECK ISLAND PLANNING COMMISSION
    55 JOHN CLARKE ROAD
    MIDDLETOWN,RI02842
    NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    AQUIDNECK LAND TRUST
    790 AQUIDNECK AVENUE
    MIDDLETOWN,RI02842
    NONE PUBLIC CHARITY GENERAL OPERATIONS & DEVELOPING A BUILD OUT ANALYSIS 87,500
    AQUIDNECK LAND TRUST
    790 AQUIDNECK AVENUE
    MIDDLETOWN,RI02842
    NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    ATLANTIC THEATRE COMPANY
    336 W 20TH ST
    NEW YORK,NY10011
    NONE PUBLIC CHARITY CAPITAL CAMPAIGN 50,000
    ATLANTIC THEATRE COMPANY
    336 W 20TH ST
    NEW YORK,NY10011
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    BARNES FOUNDATION
    2025 BENJAMIN FRANKLIN PKWY
    PHILADELPHIA,PA19130
    NONE PUBLIC CHARITY ANNUAL FUND 10,000
    BARNES FOUNDATION
    2025 BENJAMIN FRANKLIN PKWY
    PHILADELPHIA,PA19130
    NONE PUBLIC CHARITY TO SUPPORT THE EXHIBITION FUND 25,000
    BIKE NEWPORT
    62 BROADWAY
    NEWPORT,RI02840
    NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 105,000
    BLITHEWOLD
    101 FERRY ROAD
    BRISTOL,RI02809
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    BOCA GRANDE HEALTH CLINIC
    PO BOX 2340
    BOCA GRANDE,FL33921
    NONE PUBLIC CHARITY ANNUAL FUND 10,000
    BOCA GRANDE WOMANS CLUB
    PO BOX 65
    BOCA GRANDE,FL33921
    NONE PUBLIC CHARITY COLLEGE SCHOLARSHIP FUND 5,000
    BOY SCOUTS OF AMERICA
    PO BOX 14777
    EAST PROVIDENCE,RI02914
    NONE PUBLIC CHARITY TO SUPPORT SCOUTING PROGRAMS 3,000
    BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY
    95 CHURCH STREET
    NEWPORT,RI02840
    NONE PUBLIC CHARITY SUMMER LEARNING INITIATIVE 2,500
    BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY
    95 CHURCH STREET
    NEWPORT,RI02840
    NONE PUBLIC CHARITY ACADEMIC PROGRAMSEDUCATION 35,000
    FRIENDS OF LITTLE COMPTON WELLNESS CENTER
    PO BOX 171
    LITTLE COMPTON,RI02837
    NONE PUBLIC CHARITY AGING IN PLACE HEALTHY LIVING SERIES 22,950
    LOOKING UPWARDS
    PO BOX 4289
    MIDDLETOWN,RI02842
    NONE PUBLIC CHARITY PARENTS PROMOTING CHILDREN'S SOCIAL/EMOTIONAL ABILITIES 35,000
    LOCAL INITIATIVES SUPPORT CORPORATION
    146 CLIFFORD STREET
    PROVIDENCE,RI02903
    NONE PUBLIC CHARITY FLORENCE GRAY CENTER 40,000
    FORT ADAMS TRUST
    90 FORT ADAMS DRIVE
    NEWPORT,RI02840
    NONE PUBLIC CHARITY STRATEGIC PLAN IMPLEMENTATION 100,000
    BRANDYWINE CONSERVANCY
    PO BOX 1419
    CHADDS FORD,PA19317
    NONE PUBLIC CHARITY ANNUAL FUND 2,500
    BROOKS SCHOOL
    1160 GREAT POND ROAD
    NORTH ANDOVER,MA01845
    NONE PUBLIC CHARITY ANNUAL FUND 7,500
    BROWN UNIVERSTIY
    164 ANGELL STREET
    PROVIDENCE,RI02912
    NONE PUBLIC CHARITY COLLEGE ADVISING EDUCATION-ROGERS HS 17,216
    BRYN MAWR HOSPITAL FOUNDATION
    130 SOUTH BRYN MAWR AVE
    BRYN MAWR,PA19019
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    C THOMAS CLAGETT JR MEMORIAL CLINIC & REGATTA INC
    231 INDIAN AVENUE
    PORTSMOUTH,RI02871
    NONE PUBLIC CHARITY ANNUAL FUND 2,500
    FABNEWPORT
    1 YORK STREET
    NEWPORT,RI02840
    NONE PUBLIC CHARITY NEWPORT EXPERIENCE OUT OF SCHOOL PROGRAM 34,250
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET
    NEW YORK,NY10022
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    EMMANUEL CHURCH
    42 DEARBORN STREET
    NEWPORT,RI02840
    NONE PUBLIC CHARITY MAINTENANCE AND SYSTEM UPGRADES 71,500
    CHILD AND FAMILY SERVICES OF NEWPORT
    31 JOHN CLARKE ROAD
    MIDDLETOWN,NY02842
    NONE PUBLIC CHARITY HOME BASED SENIOR BEHAVORIAL HEALTH COUNSELING 75,000
    CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION
    3401 CIVIC CENTER BLVD
    PHILADELPHIA,PA19104
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    COLUMBIA UNIVERSITY BUSINESS SCHOOL
    33 WEST 60TH STREET
    NEW YORK,NY10023
    NONE PUBLIC CHARITY ANNUAL FUND 12,500
    COUNCIL ON FOUNDATIONS
    2121 CRYSTAL DRIVE SUITE 700
    ARLINGTON,VA22202
    NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000
    EATING WITH THE ECOSYSTEM
    PO BOX 599
    WARREN,RI02885
    NONE PUBLIC CHARITY SCALES AND TALES: BOAT FOOD SERIES 8,415
    DUTCHESS LAND CONSERVANCY
    PO BOX 138
    MILLBROOK,NY12545
    NONE PUBLIC CHARITY ANNUAL FUND 10,000
    EAST BAY COMMUNITY ACTION PROGRAM
    19 BROADWAY
    NEWPORT,RI02840
    NONE PUBLIC CHARITY RENOVATIONS TO SUPPORT BEHAVIORAL HEALTH SERVICES 60,000
    EMMA PENDLETON BRADLEY HOSPITAL
    1011 VETERANS MEMORIAL PARKWAY
    EAST PROVIDENCE,RI02915
    NONE PUBLIC CHARITY TRANSPORTING NEWPORT CHILD & ADOLESCENT 40,000
    EAST BAY COMMUNITY ACTION PROGRAM
    19 BROADWAY
    NEWPORT,RI02840
    NONE PUBLIC CHARITY READING PROGRAMS / PARENT INVOLVMENT 35,524
    FOOD FOR THE POOR INC
    6401 LYONS ROAD
    COCONUT CREEK,FL33073
    NONE PUBLIC CHARITY ANNUAL FUND 2,000
    FRIENDS OF BOCA GRANDE COMMUNITY CENTER
    PO BOX 1222
    BOCA GRANDE,FL33921
    NONE PUBLIC CHARITY ANNUAL FUND 2,500
    GROW SMART RHODE ISLAND
    ONE EMPIRE PLAZA
    PROVIDENCE,RI02903
    NONE PUBLIC CHARITY IMPROVED PLANNING FOR RENEWAL ENERGY SITING 20,000
    FRIENDS OF UPPER EAST SIDE HISTORIC DISTRICT INC
    20 EAST 69TH STREET 4B
    NEW YORK,NY10021
    NONE PUBLIC CHARITY ANNUAL FUND 2,500
    FRIENDS SEMINARY
    222 E 16TH ST
    NEW YORK,NY10003
    NONE PUBLIC CHARITY LIGHT THE FUTURE CAMPAIGN 125,000
    FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES
    1500 SAN REMO AVENUE SUITE 249
    CORAL GABLES,FL33146
    NONE PUBLIC CHARITY NEW ENGLAND FUNDERS' GROUP 9,010
    GARDEN CONSERVANCY
    PO BOX 219
    NEW YORK,NY10516
    NONE PUBLIC CHARITY ANNUAL FUND 2,000
    GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSOCIATION
    PO BOX 446
    BOCA GRANDE,FL33921
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    GLADNEY CENTER FOR ADOPTION
    6300 JOHN RYAN DRIVE
    FORT WORTH,TX76132
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    GRANTMAKERS COUNCIL OF RHODE ISLAND
    50 VALLEY STREET
    PROVIDENCE,RI02909
    NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1,000
    GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
    1725 DESALES ST NW STE 404
    WASHINGTON,DC20036
    NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 3,190
    GROW SMART RHODE ISLAND
    ONE EMPIRE PLAZA
    PROVIDENCE,RI02903
    NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    HEIFER PROJECT INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AR72202
    NONE PUBLIC CHARITY SUPPORT GIFT CATALOG PROGRAMS 2,500
    INTERNATIONAL MEDICAL CORPS
    12400 WHILSHIRE BLVD SUITE 1500
    LOS ANGELES,CA90025
    NONE PUBLIC CHARITY ANNUAL FUND 10,000
    INTERNATIONAL YACHT RESTORATION SCHOOL
    449 THAMES ST SUITE 111
    NEWPORT,RI02840
    NONE PUBLIC CHARITY CAMPAIGN FOR THE FUTURE AND THE ANNUAL FUND 265,000
    HI-LO NEIGHBORHOOD ASSOCIATION
    19 CHAPEL STREET
    NEWPORT,RI02840
    NONE PUBLIC CHARITY WELLNESS CENTER AT DONOVAN MANOR 38,500
    JAMESTOWN ART CENTER
    18 VALLEY STREET
    JAMESTOWN,RI02835
    NONE PUBLIC CHARITY MSW PROGRAMMING FUND 2,500
    JAMES L MAHER CENTER
    906 AQUIDNECK AVE
    MIDDLETOWN,RI02842
    NONE PUBLIC CHARITY HEALTHY LIFESTYLE PROGRAMS 30,000
    LUCY'S HEARTH
    913 WEST MAIN ROAD
    MIDDLETOWN,RI02842
    NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 45,000
    MARTIN LUTHER KING COMMUNITY CENTER INC
    20 DR MARCUS F WHEATLAND BLVD
    NEWPORT,RI02840
    NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 77,500
    MEALS ON WHEELS OF RI INC
    70 BATH STREET
    PROVIDENCE,RI02908
    NONE PUBLIC CHARITY THE HOME DELIVERED PROGRAM IN NEWPORT COUNTY 12,500
    MIDDLETOWN TREE ASSOCIATION
    207 VERNON AVENUE
    MIDDLETOWN,RI02842
    NONE PUBLIC CHARITY FOR THE TREE MAINTENANCE PROGRAM AND PLANTING INCENTIVE PROGRAMS 12,000
    MEMORIAL SLOAN KETTERING
    633 THIRD AVENUE
    NEW YORK,NY10017
    NONE PUBLIC CHARITY ANNUAL SUPPORT 6,750
    MYSTIC SEAPORT MUSEUM INC
    75 GREENMANVILLE AVE
    MYSTIC,CT06355
    NONE PUBLIC CHARITY EXHIBITION FUND 150,000
    NAVAL WAR COLLEGE FOUNDATION
    686 CUSHING ROAD
    NEWPORT,RI02841
    NONE PUBLIC CHARITY ANNUAL FUND 46,667
    NEW YORK AND PRESBYTERIAN HOSPITAL
    525 E 68TH STREET
    NEW YORK,NY10065
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    NEW YORK HARBOR FOUNDATION
    10 SOUTH STREET SLIP 7
    NEW YORK,NY10004
    NONE PUBLIC CHARITY BILLION OYSTER PROJECT 1,500
    NEW YORK LANDMARKS CONSERVANCY
    ONE WHITEHALL STREET
    NEW YORK,NY10004
    NONE PUBLIC CHARITY ANNUAL FUND 3,000
    NEWPORT COUNTY COMMUNITY MENTAL HEALTH CENTER
    127 JOHNNY CAKE HILL ROAD
    MIDDLETOWN,RI02842
    NONE PUBLIC CHARITY ELECTRONIC HEALTH RECORD & BEHAVORIAL HEALTH ASSESSMENT SOFTWARE 144,786
    NATIONAL PUBLIC RADIO INC
    PO BOX 791490
    BALTIMORE,MD21279
    NONE PUBLIC CHARITY SUPPORT AMERICAN PUBLIC MEDIA MARKETPLACE 2,500
    NEWPORT ART MUSEUM AND ART ASSOCIATION
    76 BELLEVUE AVENUE
    NEWPORT,RI02840
    NONE PUBLIC CHARITY ANNUAL FUND 1,000
    NEWPORT COMMUNITY SCHOOL
    55 BROADWAY
    NEWPORT,RI02840
    NONE PUBLIC CHARITY ELO AND AIALC PROGRAMS 39,591
    ROSE ISLAND LIGHTHOUSE FOUNDATION
    1 WASHINGTON STREET
    NEWPORT,RI02840
    NONE PUBLIC CHARITY ORGANIZATIONAL DEVELOPMENT 6,250
    NEWPORT COUNTY DEVELOPMENTAL COUNCIL
    35 VALLEY ROAD
    MIDDLETOWN,RI02842
    NONE PUBLIC CHARITY SUPPORT CONNECT GREATER NEWPORT 85,000
    NEWPORT COUNTY WOMENS RESOURCE CENTER
    114 TOURO ST
    NEWPORT,RI02840
    NONE PUBLIC CHARITY COUNSELING PROGRAMS 23,913
    NEWPORT FESTIVALS FOUNDATION
    150 EAST 69TH STREET 27K
    NEW YORK,NY10021
    NONE PUBLIC CHARITY UNRESTRICTED OPERATING SUPPORT 25,000
    NEWPORT FILM INC
    174 BELLEVUE AVE SUITE 314
    NEWPORT,RI02840
    NONE PUBLIC CHARITY ANNUAL FUND 35,000
    NEWPORT HISTORICAL SOCIETY
    82 TOURO STREET
    NEWPORT,RI02840
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    NEWPORT HISTORICAL SOCIETY
    82 TOURO STREET
    NEWPORT,RI02840
    NONE PUBLIC CHARITY SUPPORT THE NEWPORT ANTIQUE SHOW 5,000
    NEWPORT FILM INC
    174 BELLEVUE AVE SUITE 314
    NEWPORT,RI02840
    NONE PUBLIC CHARITY SUMMER BENEFIT / STRATEGIC MARKETING INITIATIVE 56,000
    NEWPORT HOSPITAL FOUNDATION
    11 FRIENDSHIP STREET
    NEWPORT,RI02840
    NONE PUBLIC CHARITY BEYOND THE BUILDING CAPITAL CAMPAIGN 50,000
    NEWPORT HOSPITAL FOUNDATION
    11 FRIENDSHIP STREET
    NEWPORT,RI02840
    NONE PUBLIC CHARITY HEALTH FUND A NEED - EXPANSION CARDIOVASCULAR INSTITUTE 45,000
    RIMTA FOUNDATION
    99 POPPASQUASH ROAD
    BRISTOL,RI02809
    NONE PUBLIC CHARITY COMMUNITY PIPLINE FOR MARINE WORKFORCE 62,060
    NEWPORT PARTNERSHIPS FOR FAMILIES
    109 OLD FORT ROAD
    NEWPORT,RI02840
    NONE PUBLIC CHARITY CHRONIC EARLY ABSENTEEISM AND TRUANCY REDUCTION 70,594
    NEWPORT TREE CONSERVANCY
    29 FRANKLIN STREET
    NEWPORT,RI02840
    NONE PUBLIC CHARITY HERITAGE TREE CENTER 75,000
    NEWPORT PUBLIC LIBRARY
    300 SPRING STREET
    NEWPORT,RI02840
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    NEWPORT PUBLIC SCHOOLS
    109 OLD FORT ROAD
    NEWPORT,RI02840
    NONE PUBLIC CHARITY NACTC COLLEGE AND CAREER READINESS 54,850
    NEWPORT PUBLIC SCHOOLS
    109 OLD FORT ROAD
    NEWPORT,RI02840
    NONE PUBLIC CHARITY NEWPORT PROJECT 33,343
    NEWPORT RESTORATION FOUNDATION
    51 TOURO STREET
    NEWPORT,RI02840
    NONE PUBLIC CHARITY ANNUAL FUND 2,500
    COMPANY OF THE REDWOOD LIBRARY
    50 BELLVUE AVE
    NEWPORT,RI02840
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    NIGHTINGALE BAMFORD SCHOOL
    20 EAST 92ND STREET
    NEW YORK,NY10128
    NONE PUBLIC CHARITY ANNUAL FUND 2,500
    NORMAN BIRD SANCTUARY TRUST
    583 THIRD BEACH ROAD
    MIDDLETOWN,RI02842
    NONE PUBLIC CHARITY DIRECT MAINTENANCE OF SANCTUARY LANDSCAPES 7,500
    TRUSTEES OF PHILLIPS ACADEMY
    180 MAIN STREET
    ANDOVER,MA01810
    NONE PUBLIC CHARITY ADDISON GALLERY 55,000
    OCEANA
    1350 CONNECTICUT AVE
    WASHINGTON,DC20036
    NONE PUBLIC CHARITY ANNUAL FUND 10,000
    OLANA PARTNERSHIP
    PO BOX 199
    HUDSON,NY12534
    NONE PUBLIC CHARITY ANNUAL FUND 2,500
    PROTECT OUR WINTERS
    4676 BROADWAY STREET
    BOULDER,CO80304
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    PA SOCIETY-PREVENTION OF CRUELTY TO ANIMALS
    350 E ERIE AVENUE
    PHILADELPHIA,PA19134
    NONE PUBLIC CHARITY SUPPORT THE BARK AND WINE EVENT 60,000
    PEAK GRANTMAKING INC
    1666 K ST NW
    WASHINGTON,DC20006
    NONE PUBLIC CHARITY UNRESTRICTED OPERATING SUPPORT 1,000
    PHILADELPHIA MUSEUM OF ART
    PO BOX 7646
    PHILADELPHIA,PA19101
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    POMFRET SCHOOL
    398 POMFRET STREET
    POMFRET,CT06258
    NONE PUBLIC CHARITY ANNUAL FUND 10,000
    PRESERVATION SOCIETY OF NEWPORT COUNTY
    424 BELLEVUE AVENUE
    NEWPORT,RI02840
    NONE PUBLIC CHARITY TOWARD CONSTRUCTION CENTER AT THE BREAKERS 300,000
    PRESERVATION SOCIETY OF NEWPORT COUNTY
    424 BELLEVUE AVENUE
    NEWPORT,RI02840
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    PRESERVATION SOCIETY OF NEWPORT COUNTY
    424 BELLEVUE AVENUE
    NEWPORT,RI02840
    NONE PUBLIC CHARITY 2019 COACHING WEEKEND ACTIVITIES 10,000
    PORTSMOUTH UNITED METHODIST CHURCH
    PO BOX 265
    PORTSMOUTH,RI02871
    NONE PUBLIC CHARITY IRRIGATION SYSTEM COMMUNITY GARDEN PROJECT 10,000
    PUPPIES BEHIND BARS
    10 EAST 40TH STREET 19TH FLOOR
    NEW YORK,NY10016
    NONE PUBLIC CHARITY ANNUAL FUND 2,000
    REACH OUT AND READ RHODE ISLAND
    1 RICHMOND SQ STE 158E
    PROVIDENCE,RI02906
    NONE PUBLIC CHARITY SUPPORT THE REACH OUT & READ EARLY LITERACY PROGRAM IN NEWPORT COUNTY 12,250
    RHODE ISLAND COMMUNITY FOOD BANK
    200 NIANTIC AVENUE
    PROVIDENCE,RI02907
    NONE PUBLIC CHARITY FOOD AQUISITION AND FUNDING FOR NEWPORT COUNTY FOOD PANTRIES 45,000
    RHODE ISLAND HOSPITAL
    593 EDDY STREET
    PROVIDENCE,RI02903
    NONE PUBLIC CHARITY RENOVATIONS, INPATIENT FLOORS & PEDIACTRIC ICU 1,000,000
    RHODE ISLAND KIDS COUNT
    ONE UNION STATION
    PROVIDENCE,RI02903
    NONE PUBLIC CHARITY 3G INITIATIVE IN NEWPORT 45,000
    RHODE ISLAND PUBLIC RADIO
    ONE UNION STATION
    PROVIDENCE,RI02903
    NONE PUBLIC CHARITY ANNUAL FUND 55,000
    RHODE ISLAND ARTS FOUNDATION AT NEWPORT
    26 VALLEY ROAD
    MIDDLETOWN,RI02842
    NONE PUBLIC CHARITY NEWPORT MUSIC FESTIVAL 30,000
    ROBERT POTTER LEAGUE FOR ANIMALS INC
    87 OLIPHANT LANE
    MIDDLETOWN,RI02842
    NONE PUBLIC CHARITY ANNUAL FUND 57,500
    SAIL NEWPORT
    60 FORT ADAMS DRIVE
    NEWPORT,RI02840
    NONE PUBLIC CHARITY 2018 VOLVO OCEAN RACE STOP OVER -140,000
    SAIL TO PREVAIL
    86 THAMES STREET
    NEWPORT,RI02840
    NONE PUBLIC CHARITY ADAPTIVE SAILING PROGRAM 25,000
    SAVE THE BAY INC
    100 SAVE THE BAY DRIVE
    PROVIDENCE,RI02905
    NONE PUBLIC CHARITY EFFORTS TO PROTECT NARRAGANSETT BAY 160,000
    TOWN OF LITTLE COMPTON
    40 COMMONA
    LITTLE COMPTON,RI02837
    NONE PUBLIC CHARITY RENOVATIONS WILBUR MCMAHON SCHOOL 50,000
    SOUTH COUNTY HOSPITAL HEALTH CARE SYSTEM ENDOWMENT
    100 KENYON AVE
    WAKEFILED,RI02879
    NONE PUBLIC CHARITY 8 SKILLS FOR MENTAL WELLNESS 71,662
    SIGNATURE THEATER COMPANY
    480 WEST 42ND STREET
    NEW YORK,NY10036
    NONE PUBLIC CHARITY ANNUAL FUND 2,500
    SKOWHEGAN SCHOOL OF PAINTING AND SCULPTURE
    136 WEST 22 STREET
    NEW YORK,NY10036
    NONE PUBLIC CHARITY 2018 AWARDS BENEFIT 2,000
    ST ANDREWS EPISCOPAL CHURCH
    PO BOX 272
    BOCA GRANDE,FL33921
    NONE PUBLIC CHARITY ANNUAL FUND 2,000
    ST BERNARD'S SCHOOL
    4 EAST 98TH STREET
    NEW YORK,NY10029
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    ST COLUMBA - THE BERKELEY MEMORIAL CHAPEL
    55 VAUCLUSE AVENUE
    MIDDLETOWN,RI02842
    NONE PUBLIC CHARITY ANNUAL FUND & PRESERVATION OF THE CHAPEL 3,000
    ST GEORGE'S SCHOOL
    PO BOX 1910
    NEWPORT,RI02840
    NONE PUBLIC CHARITY OPERATING - GENERAL 10,000
    SAINT CLAIRE HOME
    309 SPRING STREET
    NEWPORT,RI02840
    NONE PUBLIC CHARITY ST REHABILITATION AND CONSULTING SERVICES 182,600
    STAR KIDS SCHOLARSHIP PROGRAM
    PO BOX 6214
    MIDDLETOWN,RI02842
    NONE PUBLIC CHARITY TUITION ASSISTANCE 23,720
    SUNCOAST HUMANE SOCIETY
    6781 SAN CASA DRIVE
    ENGLEWOOD,FL34224
    NONE PUBLIC CHARITY ANNUAL FUND 2,500
    STUDIO INCAMMINATI
    340 N 12TH STREET STE 400
    PHILADELPHIA,PA19107
    NONE PUBLIC CHARITY ANNUAL FUND 5,000
    SUNDANCE INSTITUTE
    PO BOX 68442
    PARK CITY,UT84068
    NONE PUBLIC CHARITY CATALYST WOMEN PROGRAM AND THE SUNDANCE CATALYST 25,000
    TAFT SCHOOL
    110 WOODBURY ROAD
    WATERTOWN,CT06795
    NONE PUBLIC CHARITY ANNUAL FUND 20,000
    DECK HOUSE SCHOOL
    PO BOX 367
    EDGECOMB,MN04556
    NONE PUBLIC CHARITY ANNUAL FUND 25,000
    THE ISLAND SCHOOL
    PO BOX 1090
    BOCA GRANDE,FL33921
    NONE PUBLIC CHARITY ANNUAL FUND 10,000
    THIRD SECTOR NEW ENGLAND INC
    89 SOUTH ST STE 700 LINCOLN PLAZA
    BOSTON,MA02111
    NONE PUBLIC CHARITY SUPPORT OF RHODE ISLAND LAND TRUST AND LOCAL AGRICULTURE & SEAFOOD ACT MARKETING GRANTS PROGRAM 108,070
    TIVERTON SCHOOL DEPARTMENT
    ADMINISTRATION CENTER
    TIVERTON,RI02878
    NONE PUBLIC CHARITY P.E.P. YOUTH OF TIVERTON 28,120
    TOWN OF PORTSMOUTH - SCHOOL DEPARTMENT
    120 EDUCATION LANE
    PORTSMOUTH,RI02871
    NONE PUBLIC CHARITY AUDITORIUM RENOVATIONS 225,000
    TRUSTEES OF COLUMBIA
    403 AVERY HALL
    NEW YORK,NY10027
    NONE PUBLIC CHARITY RESEARCH FELLOWSHIP, REAL ESTATE DEVELOPMENT AND SUPPORT BUSINESS FUND 25,000
    TRUSTEES OF COLUMBIA
    403 AVERY HALL
    NEW HAVEN,NY10027
    NONE PUBLIC CHARITY REAL ESTATE DEVELOPMENT FINANCE FUND 300,000
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    210 SOUTH 34TH STREET
    PHILADELPHIA,PA19104
    NONE PUBLIC CHARITY SUPPORT THE PENN DESIGN ANNUAL FUND AND MARILYN JORDAN TAYLOR PRESIDENTIAL PROFESSORSHIP 179,300
    VNS OF NEWPORT & BRISTOL COUNTIES
    1184 EAST MAIN ROAD
    PORTSMOUTH,RI02871
    NONE PUBLIC CHARITY ANNUAL FUND, SUPPORT THE PALLIATIVE CARE AND MATERNAL HEALTH PROGRAMS AND TO PILOT A COLLABORATIVE PROFESSIONAL DEVELOPMENT PROJECT WITH NEWPORT COUNTY COMMUNITY MENTAL HEALTH CENTER 35,000
    VNS OF NEWPORT & BRISTOL COUNTIES
    1184 EAST MAIN ROAD
    PORTSMOUTH,RI02871
    NONE PUBLIC CHARITY OPERATING - GENERAL 5,000
    WESLEYAN UNIVERSITY
    318 HIGH STREET
    MIDDLETOWN,CT06459
    NONE PUBLIC CHARITY SUPPORT FILM CENTER ADDITION 175,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521
    NONE PUBLIC CHARITY ANNUAL FUND 7,500
    Total .................................bullet 3a 6,342,081
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........
             
    4 Dividends and interest from securities....     14 3,932,385  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 276,875  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 9,590,316  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 13,799,576 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    13,799,576
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    Employer identification number

    22-2773769
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    Employer identification number
    22-2773769
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    VAN BEUREN CHARITABLE LEAD ANNUITY TRUST
     
    C/O BGAPTS 501 MADISON AVE 17FL
     
    NEW YORK, NY10022

    $ 2,820,779


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    JAVB 2008 CLAT
     
    C/O BGAPTS 501 MADISON AVE 17FL
     
    NEW YORK, NY10022

    $ 6,505,494


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    VAN BEUREN CLAT A
     
    C/O BGAPTS 501 MADISON AVE 17FL
     
    NEW YORK, NY10022

    $ 1,641,491


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    Employer identification number

    22-2773769
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    Employer identification number

    22-2773769
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 53,511 53,511   0

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME OBLIGATIONS 12,276,555 12,276,555

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MARKETABLE SECURITIES 82,464,534 82,464,534

    TY 2018 InvestmentsOtherSchedule2
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BENEFICIAL INTEREST IN CLAT AT COST 38,126,897 38,126,897
    LIMITED PARTNERSHIPS AT COST 108,171,071 108,171,071

    TY 2018 LegalFeesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 7,452 4,968   2,484


    TY 2018 OtherAssetsSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INCOME RECEIVABLE 132,175 155,484 155,484
    SECURITY DEPOSIT/PREPAID EXP 2,905 15,255 15,255
    PREPAID EXCISE TAX 139,243 36,305 36,305
    CONSTRUCTION IN PROGRESS - NEW OFFICE   114,679 114,679


    TY 2018 OtherDecreasesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Description Amount
    CHANGE IN MARKET VALUE OF SECURITIES 14,405,515
    CHANGE IN BENEFICIAL INTEREST IN CLAT 10,390,510


    TY 2018 OtherExpensesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE OPERATING EXPENSE 72,050 0   72,050
    FILING FEES 72 48   24
    INSURANCE 8,349 2,783   5,566
    NON DEDUCTIBLE EXP THRU PARTNERSHIP 25,100 0   0
    TRAINING 6,640 0   6,640
    COMMUNITY EVENTS 1,185 0   1,185
    SPECIAL INITIATIVES 22,562 0   22,562
    CONSULTING 168,352 0   168,352


    TY 2018 OtherIncomeSchedule2
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ORD INCOME (LOSS) THRU PARTNERSHIPS 276,875 276,875 276,875


    TY 2018 OtherIncreasesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Description Amount
    ROUNDING DIFFERENCE 1


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT SERVICES 1,983,174 1,983,174   0


    TY 2018 TaxesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
     
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN:
    22-2773769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX/UBTI TAX 248,783 0   0