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
STAGECOACH FOUNDATION INC
C/O GRF LLC
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1760
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA MONICA, CA904061760
A Employer identification number

81-5317011
B Telephone number (see instructions)

(310) 954-1050
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,896,382
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) 274,347
2 Check bullet.............
3 Interest on savings and temporary cash investments 546 546  
4 Dividends and interest from securities... 15,961 15,961  
5a Gross rents............ 25,000 25,000  
b Net rental income or (loss) -52,295
6a Net gain or (loss) from sale of assets not on line 10 9,018
b Gross sales price for all assets on line 6a 317,451
7 Capital gain net income (from Part IV, line 2)... 9,018
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 324,872 50,525  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 73,368 0   73,368
14 Other employee salaries and wages...... 18,445 0   18,445
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 14,331 0   14,331
b Accounting fees (attach schedule)....... 31,623 0   17,123
c Other professional fees (attach schedule).... 2,454 2,454   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 8,926 15   7,411
19 Depreciation (attach schedule) and depletion... 37,172 37,172  
20 Occupancy.............. 65,123 40,123   25,000
21 Travel, conferences, and meetings....... 16,228 0   16,228
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 193,519 0   169,497
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 461,189 79,764   341,403
25 Contributions, gifts, grants paid....... 5,300 5,300
26 Total expenses and disbursements. Add lines 24 and 25 466,489 79,764   346,703
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -141,617
b Net investment income (if negative, enter -0-) 0
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............. 358,612 268,491 268,491
2 Savings and temporary cash investments......... 30,438 285,541 285,541
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   4,271    
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..........   2,500 2,500
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 741,275 Click to see attachment474,072 449,527
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet1,868,321
Less: accumulated depreciation (attach schedule) bullet43,223 1,826,941 Click to see attachment1,825,098 1,825,098
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 989 0 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment60,225 Click to see attachment65,225 Click to see attachment65,225
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,022,751 2,920,927 2,896,382
Liabilities 17 Accounts payable and accrued expenses.......... 10,145 51,338
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment15,000 Click to see attachment13,600
23 Total liabilities (add lines 17 through 22)......... 25,145 64,938
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........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 2,997,606 2,855,989
30 Total net assets or fund balances (see instructions)..... 2,997,606 2,855,989
31 Total liabilities and net assets/fund balances (see instructions). 3,022,751 2,920,927
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
2,997,606
2
Enter amount from Part I, line 27a .....................
2
-141,617
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,855,989
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,855,989
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 CELGENE CORP P   2018-02-26
b LILLY ELI & CO P   2018-02-26
c US BANCORP NEW P   2018-02-26
d CNR FIXED INCOME OPPORT CL N 1236 P   2018-03-14
e SPDR S&P 500 ETF TRUST P   2018-03-15
CNR CORPORATE BD FD SERV CL 2641 P   2018-04-02
CNR GOVT BD FD SERV CL 2639 P   2018-04-02
CNR FIXED INCOME OPPORT CL N 1236 P   2018-04-02
SPDR S&P 500 ETF TRUST P   2018-04-03
ECOLAB INC P   2018-04-13
CNR CORPORATE BD FD SERV CL 2641 P   2018-05-08
CNR GOVT BD FD SERV CL 2639 P   2018-05-08
CNR FIXED INCOME OPPORT CL N 1236 P   2018-05-08
COMCAST CORP-CL A P   2018-05-09
ESSEX PROPERTY TRUST INC REIT P   2018-05-09
PEPSICO INC P   2018-05-09
COLGATE PALMOLIVE CO P   2018-05-09
JOHNSON & JOHNSON P   2018-05-09
CABOT OIL & GAS CORP P   2018-05-09
RAYTHEON COMPANY P   2018-05-09
TIME WARNER INC P   2018-05-09
CHUBB LTD P   2018-05-09
BANK OF AMERICA CORP P   2018-05-09
CMS ENERGY CORP P   2018-05-09
COMERICA INC P   2018-05-09
AMPHENOL CORP P   2018-05-09
DISNEY WALT CO NEW P   2018-05-09
EXXONMOBIL CORP P   2018-05-09
HONEYWELL INTERNATIONAL INC P   2018-05-09
WALMART INC P   2018-05-09
AMERICAN WATER WORKS CO INC P   2018-05-09
STARBUCKS CORP P   2018-05-09
ACCENTURE PLC CL A P   2018-05-09
FACEBOOK INC-A P   2018-05-09
MCDONALDS CORP P   2018-05-09
PNC FINANCIAL SERVICES GROUP P   2018-05-09
CHEVRON CORPORATION P   2018-05-09
NEXTERA ENERGY INC P   2018-05-09
STRYKER CORPORATION P   2018-05-09
ELECTRONIC ARTS INC P   2018-05-09
THERMO FISHER SCIENTIFIC INC P   2018-05-09
BERKSHIRE HATHAWAY INC-CL B P   2018-05-09
HALLIBURTON CO P   2018-05-09
SUNTRUST BANKS INC P   2018-05-09
MAGNA INTERNATIONAL INC CL A P   2018-05-09
UNION PAC CORP P   2018-05-09
CONCHO RESOURCES P   2018-05-09
DANAHER CORP P   2018-05-09
NORTHROP GRUMMAN CORPORATION P   2018-05-09
HOME DEPOT INC P   2018-05-09
BLACKROCK INC CL A P   2018-05-09
CINTAS CORP P   2018-05-09
CME GROUP INC. P   2018-05-09
JP MORGAN CHASE & CO P   2018-05-09
PULTE GROUP INC P   2018-05-09
WESTLAKE CHEMICAL CORP P   2018-05-09
APPLE INC P   2018-05-09
ALPHABET INC CL A P   2018-05-09
EDWARDS LIFESCIENCES CORP P   2018-05-09
ZOETIS INC P   2018-05-09
UNITEDHEALTH GROUP INC P   2018-05-09
COSTCO WHOLESALE CORP P   2018-05-09
MICROSOFT CORP P   2018-05-09
VISA INC CL A P   2018-05-09
MASTERCARD INC CL A P   2018-05-09
ADOBE SYS INC P   2018-05-09
EXXONMOBIL CORP P   2018-05-25
UNITEDHEALTH GROUP INC P   2018-06-28
MASTERCARD INC CL A P   2018-06-28
AT&T INC P   2018-07-02
CNR DIVIDEND & INCOME FD CL N 1231 P   2018-07-12
CNR FIXED INCOME OPPORT CL N 1236 P   2018-07-12
FIERA CAP EMERG MRKTS-INST P   2018-07-12
CNR CORPORATE BD FD SERV CL 2641 P   2018-07-12
CNR GOVT BD FD SERV CL 2639 P   2018-07-12
BROOKFIELD GL LISTED RE-Y P   2018-07-12
TWEEDY BROWNE GLOBAL VALUE FD# 001 P   2018-07-12
STARBUCKS CORP P   2018-08-07
CHEVRON CORPORATION P   2018-08-23
RAYTHEON COMPANY P   2018-08-23
HALLIBURTON CO P   2018-08-23
3M CO P   2018-08-23
CHUBB LTD P   2018-08-23
CABOT OIL & GAS CORP P   2018-08-23
STRYKER CORPORATION P   2018-08-23
DOWDUPONT INC P   2018-08-23
CONCHO RESOURCES P   2018-08-23
MCDONALDS CORP P   2018-08-23
FACEBOOK INC-A P   2018-08-23
CMS ENERGY CORP P   2018-08-23
COMERICA INC P   2018-08-23
MAGNA INTERNATIONAL INC CL A P   2018-08-23
BANK OF AMERICA CORP P   2018-08-23
ACCENTURE PLC CL A P   2018-08-23
AMPHENOL CORP P   2018-08-23
HONEYWELL INTERNATIONAL INC P   2018-08-23
AMERICAN WATER WORKS CO INC P   2018-08-23
ELECTRONIC ARTS INC P   2018-08-23
NEXTERA ENERGY INC P   2018-08-23
WESTLAKE CHEMICAL CORP P   2018-08-23
PULTE GROUP INC P   2018-08-23
DANAHER CORP P   2018-08-23
BERKSHIRE HATHAWAY INC-CL B P   2018-08-23
UNION PAC CORP P   2018-08-23
THERMO FISHER SCIENTIFIC INC P   2018-08-23
ALPHABET INC CL A P   2018-08-23
CME GROUP INC. P   2018-08-23
ZOETIS INC P   2018-08-23
CINTAS CORP P   2018-08-23
MICROSOFT CORP P   2018-08-23
VISA INC CL A P   2018-08-23
UNITEDHEALTH GROUP INC P   2018-08-23
MASTERCARD INC CL A P   2018-08-23
ADOBE SYS INC P   2018-08-23
APPLE INC P   2018-08-23
COLGATE PALMOLIVE CO P   2018-08-23
COMCAST CORP-CL A P   2018-08-23
EDWARDS LIFESCIENCES CORP P   2018-08-23
HOME DEPOT INC P   2018-08-23
INGERSOLL-RAND PLC P   2018-08-23
JOHNSON & JOHNSON P   2018-08-23
JP MORGAN CHASE & CO P   2018-08-23
PNC FINANCIAL SERVICES GROUP P   2018-08-23
SUNTRUST BANKS INC P   2018-08-23
WALMART INC P   2018-08-23
AT&T INC P   2018-09-17
FIERA CAP EMERG MRKTS-INST P   2018-09-20
CNR DIVIDEND & INCOME FD CL N 1231 P   2018-09-20
TWEEDY BROWNE GLOBAL VALUE FD# 001 P   2018-09-20
BROOKFIELD GL LISTED RE-Y P   2018-09-20
SPDR S&P 500 ETF TRUST P   2018-09-21
TEXAS INSTRUMENTS INC P   2018-10-31
PRAXAIR INC P   2018-11-01
SPDR S&P 500 ETF TRUST P   2018-11-02
CNR DIVIDEND & INCOME FD CL N 1231 P   2018-12-19
DELAWARE SMALL CAP VALUE FUND-I P   2018-12-24
TWEEDY BROWNE GLOBAL VALUE FD# 001 P   2018-12-28
ESSEX PROPERTY TRUST INC REIT P   2018-08-23
PEPSICO INC P   2018-08-23
DISNEY WALT CO NEW P   2018-08-23
NORTHROP GRUMMAN CORPORATION P   2018-08-23
COSTCO WHOLESALE CORP P   2018-08-23
COMCAST CORP-CL A P   2018-08-23
COLGATE PALMOLIVE CO P   2018-08-23
JOHNSON & JOHNSON P   2018-08-23
INGERSOLL-RAND PLC P   2018-08-23
EDWARDS LIFESCIENCES CORP P   2018-08-23
PNC FINANCIAL SERVICES GROUP P   2018-08-23
HOME DEPOT INC P   2018-08-23
WALMART INC P   2018-08-23
SUNTRUST BANKS INC P   2018-08-23
JP MORGAN CHASE & CO P   2018-08-23
APPLE INC P   2018-08-23
WESTLAKE CHEMICAL CORP P   2018-09-17
AT&T INC P   2018-09-17
AT&T INC P   2018-09-17
CNR FIXED INCOME OPPORT CL N 1236 P   2018-09-20
CNR CORPORATE BD FD SERV CL 2641 P   2018-09-20
CNR GOVT BD FD SERV CL 2639 P   2018-09-20
DELAWARE SMALL CAP VALUE FUND-I P   2018-09-20
BROOKFIELD GL LISTED RE-Y P   2018-09-20
FACEBOOK INC-A P   2018-10-15
GARRETT MOTION INC P   2018-10-17
TEXAS INSTRUMENTS INC P   2018-10-31
TEXAS INSTRUMENTS INC P   2018-10-31
CNR FIXED INCOME OPPORT CL N 1236 P   2018-11-01
HALLIBURTON CO P   2018-11-01
CNR DIVIDEND & INCOME FD CL N 1231 P   2018-11-01
CNR CORPORATE BD FD SERV CL 2641 P   2018-11-01
3M CO P   2018-11-01
CNR GOVT BD FD SERV CL 2639 P   2018-11-01
RESIDEO TECHNOLOGIES INC P   2018-11-12
RESIDEO TECHNOLOGIES INC P   2018-11-15
FIERA CAP EMERG MRKTS-INST P   2018-12-24
DELAWARE SMALL CAP VALUE FUND-I P   2018-12-24
TWEEDY BROWNE GLOBAL VALUE FD# 001 P   2018-12-28
(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 2,346   3,399 -1,053
b 2,697   2,875 -178
c 3,540   3,405 135
d 10,000   10,008 -8
e 13,869   12,718 1,151
3,000   3,070 -70
3,000   3,061 -61
7,000   6,992 8
13,119   12,447 672
2,104   1,979 125
4,000   4,110 -110
3,000   3,073 -73
10,000   10,055 -55
737   941 -204
1,203   1,328 -125
492   584 -92
503   584 -81
621   670 -49
304   351 -47
819   863 -44
370   413 -43
531   574 -43
979   993 -14
369   382 -13
377   387 -10
429   435 -6
510   511 -1
393   392 1
867   861 6
686   678 8
764   755 9
287   277 10
611   599 12
535   514 21
826   802 24
438   411 27
508   476 32
491   458 33
673   638 35
372   337 35
421   385 36
789   751 38
318   271 47
669   608 61
724   660 64
405   339 66
472   405 67
602   523 79
950   859 91
919   826 93
525   426 99
703   601 102
798   689 109
985   874 111
838   726 112
538   422 116
1,117   973 144
2,121   1,975 146
1,088   918 170
904   702 202
1,400   1,197 203
1,158   952 206
1,062   839 223
1,681   1,393 288
1,323   1,016 307
1,157   772 385
1,637   1,551 86
1,001   798 203
1,770   1,232 538
32   33 -1
12,000   12,621 -621
8,000   8,362 -362
2,000   2,348 -348
6,000   6,165 -165
2,000   2,049 -49
2,000   1,995 5
3,000   2,968 32
1,563   1,628 -65
1,065   1,156 -91
802   863 -61
369   407 -38
614   651 -37
404   430 -26
390   410 -20
843   861 -18
622   618 4
411   405 6
969   961 8
1,038   1,027 11
444   430 14
601   581 20
710   681 29
964   933 31
825   786 39
564   515 49
627   574 53
800   746 54
507   449 58
519   458 61
388   307 81
873   784 89
706   598 108
835   718 117
755   564 191
1,152   949 203
1,226   988 238
1,180   940 240
1,103   761 342
1,274   815 459
1,601   1,129 472
1,974   1,471 503
2,090   1,551 539
1,639   1,062 577
1,513   909 604
863   649 214
470   511 -41
321   367 -46
560   447 113
996   826 170
504   458 46
271   268 3
694   583 111
292   274 18
373   304 69
192   170 22
48   50 -2
4,000   4,999 -999
20,000   20,522 -522
3,500   3,441 59
34   34 0
9,902   9,746 156
897   985 -88
1,308   1,274 34
1,364   1,433 -69
2,172     2,172
68     68
47     47
482   521 -39
912   934 -22
562   511 51
594   543 51
914   629 285
607   695 -88
268   286 -18
677   670 7
303   256 47
280   230 50
584   512 72
398   311 87
671   565 106
523   392 131
810   642 168
647   474 173
946   843 103
208   208 0
482   476 6
22,000   22,902 -902
10,000   10,285 -285
4,000   4,109 -109
1,500   1,308 192
2,966   3,005 -39
608   673 -65
16   14 2
449   409 40
449   406 43
10,000   10,443 -443
877   1,130 -253
4,000   4,234 -234
5,000   5,158 -158
1,328   1,450 -122
3,000   3,082 -82
14   16 -2
21   24 -3
21     21
482     482
539     539
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       -1,053
b       -178
c       135
d       -8
e       1,151
      -70
      -61
      8
      672
      125
      -110
      -73
      -55
      -204
      -125
      -92
      -81
      -49
      -47
      -44
      -43
      -43
      -14
      -13
      -10
      -6
      -1
      1
      6
      8
      9
      10
      12
      21
      24
      27
      32
      33
      35
      35
      36
      38
      47
      61
      64
      66
      67
      79
      91
      93
      99
      102
      109
      111
      112
      116
      144
      146
      170
      202
      203
      206
      223
      288
      307
      385
      86
      203
      538
      -1
      -621
      -362
      -348
      -165
      -49
      5
      32
      -65
      -91
      -61
      -38
      -37
      -26
      -20
      -18
      4
      6
      8
      11
      14
      20
      29
      31
      39
      49
      53
      54
      58
      61
      81
      89
      108
      117
      191
      203
      238
      240
      342
      459
      472
      503
      539
      577
      604
      214
      -41
      -46
      113
      170
      46
      3
      111
      18
      69
      22
      -2
      -999
      -522
      59
      0
      156
      -88
      34
      -69
      2,172
      68
      47
      -39
      -22
      51
      51
      285
      -88
      -18
      7
      47
      50
      72
      87
      106
      131
      168
      173
      103
      0
      6
      -902
      -285
      -109
      192
      -39
      -65
      2
      40
      43
      -443
      -253
      -234
      -158
      -122
      -82
      -2
      -3
      21
      482
      539
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 9,018
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 185,203 530,944 0.348818
2016      
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
0.348818
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
0.348818
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,014,394
5
Multiply line 4 by line 3......................
5
353,839
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
0
7
Add lines 5 and 6........................
7
353,839
8
Enter qualifying distributions from Part XII, line 4,.............
8
346,703
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 0
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 0
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 0
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,746
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,746
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,746
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,746 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)
    bulletNM
    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. Click to see attachment...............................
    10
    Yes
     
    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 addressbulletWWW.STAGECOACHFDN.ORG
    14
    The books are in care ofbulletGELFAND RENNERT FELDMAN LLC Telephone no.bullet (310) 954-1050

    Located atbullet10990 WILSHIRE BOULEVARD 8TH FLOORLOS ANGELESCA ZIP+4bullet90024
    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
    GEORGE RR MARTIN DIRECTOR
    2.00
    0 0 0
    10990 WILSHIRE BOULEVARD 8TH FLOOR
    LOS ANGELES,CA90024
    MARISA XOCHTI JIMENEZ EXECUTIVE DIRECTOR
    40.00
    73,368 0 0
    369 MONTEZUMA AVENUE 192
    SANTA FE,NM87501
    LENORE GALLEGOS SECRETARY
    2.00
    0 0 0
    369 MONTEZUMA AVENUE 192
    SANTA FE,NM87501
    MICHAEL STERN BOARD OF DIRECTORS
    1.00
    0 0 0
    10990 WILSHIRE BOULEVARD 8TH FLOOR
    LOS ANGELES,CA90024
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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 EDUCATIONAL TRAINING PROGRAMS - THIS INITIATIVE IS ALL ABOUT HANDS ON TRAINING FROM WORKSHOPS, INTERNSHIPS, AND ACCESS TO ENTRY LEVEL WORK OPPORTUNITIES WITH LOCAL PRODUCTIONS AND FILM & TELEVISION COMMUNITY PARTNERS. IN 2018, WE HOSTED 15 WORKSHOPS, FROM ACTING, SET BUILDING & PAINTING, TO AUTOBIOGRAPHICAL SITCOM CRAFTING AND CONCEPT PITCHING, AND MORE, PROVIDING TRAINING FOR 185 NEW MEXICO RESIDENTS. STAGECOACH ENGAGES WITH VARIOUS COMMUNITIES ACROSS NEW MEXICO'S INDIAN COUNTRY OF 22 SOVEREIGN NATIONS, PROVIDING MULTI-DAY FILM TRAINING FACILITATED BY FILM, TELEVISION AND TECHNOLOGY PROFESSIONALS. STAGECOACH FOUNDATION HAS BEEN WELCOMED INTO LOCAL PUEBLO COMMUNITIES TO PROVIDE TRAINING AND EXPERIENCES FOR THEIR YOUTH AND FUTURE LEADERS TO ENABLE THEM TO CRAFT AND TELL THEIR OWN STORIES IN THEIR OWN VOICES THROUGH VARIOUS MEDIA PLATFORMS. STAGECOACH FOUNDATION HAS ESTABLISHED PARTNERSHIPS WITH LOCAL FILM & TELEVISION UNIONS TO PROVIDE UNION CURRICULUM & CONTENT TO NON-UNION MEMBERS 133,420
    2 LOCAL OUTREACH - IN 2018, STAGECOACH FOUNDATION HOSTED 14 PANEL DISCUSSIONS AND PRESENTATIONS WITH TOP LOCAL BUSINESS PROFESSIONALS, PROVIDING A PLATFORM FOR CONNECTING AND INFORMING THE SANTA FE AND AT LARGE FILM, TELEVISION AND TECHNOLOGY COMMUNITY ABOUT EMERGING PRACTICES, VISIONS, AND TECHNOLOGY. STAGECOACH FOUNDATION PARTNERED WITH MEOW WOLF TO CO-HOST INSPIRING STORYTELLING PRESENTATIONS WITH OUR LOCAL COMMUNITY. STAGECOACH FOUNDATION SPONSORS AND SUPPORTING ORGANIZATIONS TO CROSS-PROMOTE AND PARTICIPATE IN SUPPORTING OUR LOCAL TALENT. OUR PANEL DISCUSSIONS AND PRESENTATIONS PROVIDE OPPORTUNITIES FOR STAGECOACH FOUNDATION PARTICIPANTS TO NETWORK AND DEVELOP FRUITFUL WORKING RELATIONSHIPS AND JOB OPPORTUNITIES. 54,023
    3 FILM & TV GLOBAL OUTREACH - THIS INITIATIVE INCLUDES REACHING OUT TO STUDIOS AND PRODUCTION COMPANIES GLOBALLY TO INFORM AND SHARE HOW NEW MEXICO IS TRULY A STRONG FILM COMMUNITY THAT CAN CATER TO ANY FILM OR TV PRODUCTION, AND HAS AMPLE QUALIFIED AND PROPERLY TRAINED CREW READY AND WILLING TO WORK. EVERY YEAR THE EXECUTIVE DIRECTOR TRAVELS TO GLOBAL MARKETS AND ATTENDS GLOBAL CONFERENCES TO CONTINUE SHARING WITH THE FILM COMMUNITY WHAT STAGECOACH FOUNDATION AND THE STATE OF NEW MEXICO CAN DO FOR THEIR PRODUCTIONS, AND THE GREATER IMPACT THEIR PRODUCTIONS MAKE ON NEW MEXICO'S WORKFORCE AND ECONOMIC DEVELOPMENT. FURTHER, STAGECOACH FOUNDATION HAS A MULTI-FACETED SOCIAL MEDIA PRESENCE, AS A PLATFORM FOR INFORMING AND SHARING WITH STAGECOACH FOUNDATION'S MANY INTERCONNECTED COMMUNITIES. 43,241
    4 ACCESS TO WORK - THIS INITIATIVE PROVIDES MENTORSHIP, RESUME BUILDING AND COACHING, INTERVIEW PREPARATION, AND VETTING FOR JOB OPPORTUNITIES FOR NEW MEXICAN STAGECOACH FOUNDATION CANDIDATES TO GAIN ACCESS TO GAINFUL EMPLOYMENT WITH IN-STATE FILM & TELEVISION PRODUCTIONS AND INDUSTRY RELATED ORGANIZATIONS. CANDIDATES RECEIVE ONE-ON-ONE SUPPORT IN CONTEXTUALIZING THEIR SKILLS AND EXPERIENCE FOR INDUSTRY SPECIFIC NEEDS, COACHING FOR TELEPHONE AND IN PERSON INTERVIEWS, AND ON-GOING SUPPORT AND FOLLOW-UP THROUGH THEIR EMPLOYMENT. STAGECOACH FOUNDATION ASSISTED 9 CANDIDATES ACHIEVE EMPLOYMENT IN 2018 THROUGH THIS INITIATIVE. 43,241
    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
    630,189
    b
    Average of monthly cash balances.......................
    1b
    336,928
    c
    Fair market value of all other assets (see instructions)................
    1c
    62,725
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,029,842
    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
    1,029,842
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,448
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,014,394
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    50,720
    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
    50,720
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    50,720
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    50,720
    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
    50,720
    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
    346,703
    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
    346,703
    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
    346,703
    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 50,720
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    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...... 160,074
    fTotal of lines 3a through e........ 160,074
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 346,703
    a Applied to 2017, but not more than line 2a 0
    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..... 50,720
    e Remaining amount distributed out of corpus 295,983
    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 5 456,057
    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 ..........
    0
    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 ......
    456,057
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017.... 160,074
    e Excess from 2018.... 295,983
    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).)
    GEORGE RR MARTIN
    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 e-mail address of the person to whom applications should be addressed:
    ELIZABETH KIANU STAHMEER DAOM
    369 MONTEZUMA AVENUE 192
    SANTA FE,NM87501
    (510) 754-3901
    ELIZABETH@STAGECOACHFDN.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    EDUCATIONAL, CHARITABLE, AND ECONOMIC DEVELOPMENT ACTIVITIES TO CREATE AND DEVELOP EDUCATIONAL AND ARTISTIC OPPORTUNITIES IN THE FIELDS OF TELEVISION AND FILM PRODUCTION AND JOB OPPORTUNITIES FOR THE COMMUNITY AROUND SANT FE, NEW MEXICO AND IN NEW MEXICO GENERALLY.
    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
    SANTA FE TEEN ARTS CENTER
    1614 PASEO DE PERALTA
    SANTA FE,NM87501
    NONE PUBLIC CHARITABLE OR DONATION 500
    NEW MEXICO SCHOOL FOR THE ARTS INSTITUTE
    275 E ALAMEDA ST
    SANTA FE,NM87501
    NONE PUBLIC CHARITABLE OR DONATION 2,500
    INSTITUTE OF AMERICAN INDIAN ARTS FOUNDATION
    PO BOX 22370
    SANTA FE,NM875022370
    NONE PUBLIC CHARITABLE OR DONATION 2,300
    Total .................................bullet 3a 5,300
    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 ...........
        14 546  
    4 Dividends and interest from securities....     14 15,961  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     01 -60,245  
    6 Net rental income or (loss) from personal property     17 7,950  
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 9,018  
    9 Net income or (loss) from special events:         -13,553
    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 -26,770 -13,553
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -40,323
    (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.)
    9 ANNIVERSARY PARTY
    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)
    Yes
     
    (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
    Yes
     
    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
    1b(5) 62,245 GEORGE RR MARTIN DURING THE YEAR, GEORGE R.R. MARTIN PAID PAYROLL ON BEHALF OF THE FOUNDATION AND WAS REIMBURSED IN THE AMOUNT OF $60,149. THE FOUNDATION PAID $2,096 IN EXPENSES FOR GEORGE R.R. MARTIN AND WAS REIMBURSED IN THE SAME AMOUNT.
    1c 0 GEORGE RR MARTIN DURING 2018 GEORGE R.R. MARTIN SIMULTANEOUSLY EMPLOYED THE EXECUTIVE DIRECTOR OF THE FOUNDATION. THE EXECUTIVE DIRECTOR IS PAID SEPARATELY FOR WORK PERFORMED OUTSIDE OF THE FOUNDATION BY MR. MARTIN.
    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
    GEORGE RR MARTIN LITERARY FOUNDATION PRIVATE FOUNDATION MR. MARTIN FORMED BOTH THE GEORGE R.R. MARTIN LITERARY FOUNDATION AND STAGECOACH FOUNDATION. MR. MARTIN IS A SUBSTANTIAL CONTRIBUTOR TO BOTH FOUNDATIONS.
    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
    STAGECOACH FOUNDATION INC
    C/O GRF LLC
    Employer identification number

    81-5317011
    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
    STAGECOACH FOUNDATION INC
    C/O GRF LLC
    Employer identification number
    81-5317011
    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
    GEORGE RR MARTIN  
    10990 WILSHIRE BOULEVARD 8TH FLOOR
     
    LOS ANGELES, CA90024

    $ 250,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    WASSERMAN GROSSMAN & SLOAN
     
    10990 WILSHIRE BOULEVARD 8TH FLOOR
     
    LOS ANGELES, CA90024

    $ 15,000


    (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.)
    (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
    STAGECOACH FOUNDATION INC
    C/O GRF LLC
    Employer identification number

    81-5317011
    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
    2
    DONATED ACCOUNTING SERVICES AND TAX PREPARATION $ 15,000 2018-12-31
    (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
    STAGECOACH FOUNDATION INC
    C/O GRF LLC
    Employer identification number

    81-5317011
    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:
    STAGECOACH FOUNDATION INC
     
    C/O GRF LLC
    EIN:
    81-5317011
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING EXPENSES 31,623 0   17,123

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

    TY 2018 DepreciationSchedule
    Name:
    STAGECOACH FOUNDATION INC
     
    C/O GRF LLC
    EIN:
    81-5317011
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    BUILDING 2017-11-01 1,387,739 5,931 SL 39.000000000000 35,583 35,583    
    LAND 2017-11-01 414,211   L   0 0    
    IMPROVEMENTS 2017-11-01 25,305 108 SL 39.000000000000 649 649    
    METAL ART SIGN 2017-12-01 5,737 12 SL 39.000000000000 147 147    
    IMPROVEMENTS 2018-01-01 13,098   SL 39.000000000000 322 322    
    IMPROVEMENTS 2018-01-21 10,410   SL 39.000000000000 256 256    
    IMPROVEMENTS 2018-04-08 11,821   SL 39.000000000000 215 215    

    TY 2018 GeneralExplanationAttachment
    Name:
    STAGECOACH FOUNDATION INC
     
    C/O GRF LLC
    EIN:
    81-5317011
    Identifier Return Reference Explanation
    MISSION STATEMENT PART IX-A SUMMARY OF DIRECT CHARITABLE ACTIVITIES STAGECOACH FOUNDATION IS A 501(C) NONPROFIT ORGANIZATION DEDICATED TO THE PRODUCTION OF GREAT WORKS ALONGSIDE ECONOMIC OPPORTUNITY FOR NEW MEXICO'S UNDERSERVED YOUTH AND YOUNG ADULTS. JOB CREATION AND TRAINING IN SUPPORT OF SANTA FE'S ECONOMY, WITH A PARTICULAR FOCUS ON FILM, EDUCATION AND TECHNOLOGY, IS BUILT INTO THE STAGECOACH FOUNDATION MISSION. BY BRINGING FILM AND TV PRODUCTIONS, AS WELL AS TECHNOLOGY PROJECTS TO SANTA FE, AND WORKING DIRECTLY WITH LOCAL EFFORTS TO HELP GROW FILM AND TECH INITIATIVES FROM THE GROUND UP, STAGECOACH FOUNDATION CONNECTS WORKING FILM AND DIGITAL ART/TECH PROFESSIONALS TO YOUNG PEOPLE EAGER FOR EDUCATION, INFORMATION AND REAL-WORLD SKILLS TRAINING. STAGECOACH FOUNDATION HOSTS FREE WORKSHOPS, HANDS-ON TRAINING PROGRAMS AND INTERNSHIPS, CREATING ONCE-IN-A-LIFETIME OPPORTUNITIES FOR NEW MEXICO'S YOUTH. STAGECOACH FOUNDATION IS COMMITTED TO INSPIRING THE NEXT GENERATION OF FILMMAKERS AND TECH PROFESSIONALS AND PROVIDING THEM WITH THE EXPERIENCES TO HELP THE REALIZE THEIR DREAMS. WITH THESE TRAINING PROGRAMS, STAGECOACH FOUNDATION IS HELPING LOCAL NEW MEXICANS GET JOBS ON FILM/TV PRODUCTIONS.

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    STAGECOACH FOUNDATION INC
     
    C/O GRF LLC
    EIN:
    81-5317011
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MARKETABLE SECURITIES 474,072 449,527

    TY 2018 InvestmentsLandSchedule2
    Name:
    STAGECOACH FOUNDATION INC
     
    C/O GRF LLC
    EIN:
    81-5317011
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING 1,387,739 41,514 1,346,225  
    LAND 414,211 0 414,211  
    IMPROVEMENTS 25,305 757 24,548  
    METAL ART SIGN 5,737 159 5,578  
    IMPROVEMENTS 13,098 322 12,776  
    IMPROVEMENTS 10,410 256 10,154  
    IMPROVEMENTS 11,821 215 11,606  

    TY 2018 LegalFeesSchedule
    Name:
    STAGECOACH FOUNDATION INC
     
    C/O GRF LLC
    EIN:
    81-5317011
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 14,331 0   14,331


    TY 2018 OtherAssetsSchedule
    Name:
    STAGECOACH FOUNDATION INC
     
    C/O GRF LLC
    EIN:
    81-5317011
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SCULPTURE 60,000 60,000 60,000
    DEPOSIT 225 225 225
    DONATED ASSETS HELD FOR AUCTION   5,000 5,000


    TY 2018 OtherExpensesSchedule
    Name:
    STAGECOACH FOUNDATION INC
     
    C/O GRF LLC
    EIN:
    81-5317011
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES 482 0   482
    ENTERTAINMENT 12,679 0   12,610
    OFFICE SUPPLIES 27,565 0   25,904
    OUTSIDE SERVICES 31,128 0   30,728
    PROMOTION 31,855 0   31,855
    WORKSHOP EXPENSES 19,233 0   19,233
    WEBSITE EXPENSES 42,889 0   19,624
    SECURITY 19,286 0   21,001
    INSURANCE 3,324 0   3,324
    REPAIRS AND MAINTENANCE 5,078 0   4,736


    TY 2018 OtherLiabilitiesSchedule
    Name:
    STAGECOACH FOUNDATION INC
     
    C/O GRF LLC
    EIN:
    81-5317011
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSIT 15,000 10,100
    UNEARNED INCOME 0 3,500


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    STAGECOACH FOUNDATION INC
     
    C/O GRF LLC
    EIN:
    81-5317011
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES 2,454 2,454   0


    TY 2018 SubstantialContributorsSch
    Name:
    STAGECOACH FOUNDATION INC
     
    C/O GRF LLC
    EIN:
    81-5317011
    Name Address
    GEORGE RR MARTIN 10990 WILSHIRE BLVD 8TH FLOOR
    LOS ANGELES,CA90024


    TY 2018 TaxesSchedule
    Name:
    STAGECOACH FOUNDATION INC
     
    C/O GRF LLC
    EIN:
    81-5317011
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 7,411 0   7,411
    FOREIGN TAXES 15 15   0
    FEDERAL EXCISE ESTIMATES 1,500 0   0