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
Don and Roy Splawn Charitable
Foundation West INC
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

94-3276752
B Telephone number (see instructions)

(800) 839-1754
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$4,848,479J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 19,560 19,560  
4 Dividends and interest from securities... 27,510 27,510  
5a Gross rents............ 35,000 35,000  
b Net rental income or (loss) 33,348
6a Net gain or (loss) from sale of assets not on line 10 -2,601
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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)....... Click to see attachment 70,704 66,548  
12 Total. Add lines 1 through 11........ 150,173 148,618  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,000     36,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 7,500 7,500 0 0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 23,933 23,933    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,600      
19 Depreciation (attach schedule) and depletion... Click to see attachment 383    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 380     380
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 42,819 7,360   35,459
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 112,615 38,793 0 71,839
25 Contributions, gifts, grants paid....... 174,000 174,000
26 Total expenses and disbursements. Add lines 24 and 25 286,615 38,793 0 245,839
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -136,442
b Net investment income (if negative, enter -0-) 109,825
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.............      
2 Savings and temporary cash investments......... 2,206,908 934,242 934,242
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)....... 881,193 Click to see attachment881,193 1,251,131
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet1,165,050
Less: accumulated depreciation (attach schedule) bullet     Click to see attachment1,165,050 1,165,050
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,312,066 Click to see attachment1,280,402 1,495,218
14 Land, buildings, and equipment: basis bullet3,221
Less: accumulated depreciation (attach schedule) bullet383   Click to see attachment2,838 2,838
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,400,167 4,263,725 4,848,479
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 4,400,167 4,263,725
30 Total net assets or fund balances (see instructions)..... 4,400,167 4,263,725
31 Total liabilities and net assets/fund balances (see instructions). 4,400,167 4,263,725
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
4,400,167
2
Enter amount from Part I, line 27a .....................
2
-136,442
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,263,725
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,263,725
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 Passthrough K1 Capital Gain/(Loss)      
b
c
d
e
(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       -2,601
b
c
d
e
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        
b
c
d
e
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 -2,601
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 247,224 4,925,536 0.050192
2016 245,535 5,131,285 0.047851
2015 248,012 4,834,353 0.051302
2014 252,967 5,088,595 0.049713
2013 212,787 5,202,736 0.040899
2
Total of line 1, column (d) .....................
2
0.239957
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
0.047991
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,846,852
5
Multiply line 4 by line 3......................
5
232,605
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,098
7
Add lines 5 and 6........................
7
233,703
8
Enter qualifying distributions from Part XII, line 4,.............
8
249,060
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 1,098
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,098
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,098
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,500
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 175
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,675
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,577
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,577 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    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
    Natalie Yee Dir, Sec, VP, EXECUTIVE DIR
    10.0     		36,000 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Phillips Yee Pres, Dir, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,287,821
    b
    Average of monthly cash balances.......................
    1b
    1,448,169
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,184,672
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,920,662
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,920,662
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    73,810
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,846,852
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    242,343
    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
    242,343
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,098
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,098
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    241,245
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    241,245
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    241,245
    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
    245,839
    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
    3,221
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    249,060
    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
    1,098
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    247,962
    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 7 241,245
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 243,041
    b Total for prior years:2016, 2015, 2014  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 249,060
    a Applied to 2017, but not more than line 2a 243,041
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 6,019
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		235,226
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		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.... 0
    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).)
    NONE
    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
    A Ayala
    PO Box 817
    Lucerne,CA95458     		N/A I Scholarship Grant 1,250
    A Becerra
    224541 Hesperian Blvd
    Hayward,CA94541     		N/A I Scholarship Grant 2,000
    A Bloch
    670 Forest Avenue
    Palo Alto,CA94301     		N/A I Scholarship Grant 1,750
    A Dawson
    1146 58th ave
    oakland,CA94621     		N/A I Scholarship Grant 1,000
    A Jackson
    143 S 33rd St
    Richmond,CA94804     		N/A I Scholarship Grant 1,500
    A Jobbins
    2246 White Sands Dr
    South Lake Tahoe,CA96150     		N/A I Scholarship Grant 1,750
    A Kalan
    5960 East Highway 20
    Lucerne,CA95458     		N/A I Scholarship Grant 750
    A Larios
    1267 S Quinley Ave
    Merced,CA95341     		N/A I Scholarship Grant 1,000
    A Mendoza
    1928 Saint Marys Rd PMB 4197
    Moraga,CA94575     		N/A I Scholarship Grant 1,750
    A Mitchell
    118 Danvers Ct
    Vacavile,CA95687     		N/A I Scholarship Grant 1,500
    A Sarabia Savala
    5521 Vineyard Point Ct
    Salida,CA95368     		N/A I Scholarship Grant 1,500
    A Tefera
    5050 E Garford Apt 267
    Long Beach,CA90815     		N/A I Scholarship Grant 750
    A Vesely
    741 Sulphur Bank Drive
    Clearlake Oaks,CA95423     		N/A I Scholarship Grant 500
    B Aguilera
    102 Marina Ave Apt C
    Aptos,CA95003     		N/A I Scholarship Grant 1,750
    B Fernandez
    5404 Marit Drive
    Santa Rosa,CA95409     		N/A I Scholarship Grant 750
    B Prentiss
    24400 Fuhrman Rd
    Acampo,CA95220     		N/A I Scholarship Grant 500
    B Sanchez
    595 Melody Lane
    Upper Lake,CA95485     		N/A I Scholarship Grant 1,000
    C Arellano
    PO Box 1045
    Larkspur,CA94977     		N/A I Scholarship Grant 2,000
    C Avalos
    388 Saint George St
    Hayward,CA94541     		N/A I Scholarship Grant 750
    C Barajas Yepez
    352 Bernard Drivve AptL
    Yuba City,CA95991     		N/A I Scholarship Grant 1,250
    C Callen
    1124 Vista Grande Rd
    El Cajon,CA92019     		N/A I Scholarship Grant 2,000
    C Clark
    14 Winding Way
    Watsonville,CA95076     		N/A I Scholarship Grant 1,500
    C Davis
    8 Heritage Halls 4101
    Provo,UT84602     		N/A I Scholarship Grant 2,000
    C Leon Espinoza
    257 S Chess Terrace
    Porterville,CA93257     		N/A I Scholarship Grant 1,750
    C Luna Contreras
    17000 Arnold Drive
    Sonoma,CA95476     		N/A I Scholarship Grant 1,500
    c orduno
    1350 Eubank Ave
    Wilmington,CA90744     		N/A I Scholarship Grant 1,500
    C Tang
    609 Anderson Road Apt 268
    Davis,CA95616     		N/A I Scholarship Grant 1,750
    C Villegas
    102 Noga Ave
    San Jacinto,CA92582     		N/A I Scholarship Grant 1,000
    C Wang
    2525 Benvenue Avenue
    Berkeley,CA94704     		N/A I Scholarship Grant 1,500
    D Garcia Perez
    2367 Silverado Court
    Stockton,CA95206     		N/A I Scholarship Grant 750
    D Layton
    PO Box 356
    Etna,CA96027     		N/A I Scholarship Grant 1,250
    D Miranda
    350 S State St Spc 3
    San Jacinto,CA92583     		N/A I Scholarship Grant 1,000
    D MORON GUZMAN
    247 Salisbury St
    Porterville,CA93257     		N/A I Scholarship Grant 2,000
    D Neypes
    PO Box 9521
    Azusa,CA91702     		N/A I Scholarship Grant 2,000
    D Romero
    317 Playa Del Rey
    San Rafael,CA94901     		N/A I Scholarship Grant 1,000
    D Toscano
    2505 5th Street Apt 204
    Davis,CA95618     		N/A I Scholarship Grant 2,000
    E Barba
    14909 E Parkdale Dr
    Lockeford,CA95237     		N/A I Scholarship Grant 1,000
    E Bikoba
    SCU-2678
    Santa Clara,CA95053     		N/A I Scholarship Grant 1,500
    E Gomez
    514 I Street
    Marysville,CA95901     		N/A I Scholarship Grant 1,250
    E Medina
    22689 Crespi Street
    Woodland Hills,CA91364     		N/A I Scholarship Grant 1,250
    E Ottum
    140 Commonwealth Ave Ignacio B45
    Chestnut Hill,MA02467     		N/A I Scholarship Grant 1,750
    E Rojas Palato
    298 Main Street
    Yuba City,CA95991     		N/A I Scholarship Grant 1,750
    E Rosas- Moreno
    9174 Upper Lake Lucerne Rd
    Upper Lake,CA95485     		N/A I Scholarship Grant 750
    E Vang
    3177 Lucich Drive
    MERCED,CA95348     		N/A I Scholarship Grant 1,000
    E Wetmore
    6937 Meadowbrook Dr
    CLEARLAKE,CA95422     		N/A I Scholarship Grant 750
    F Alberto
    818 W A st Apt 52
    Hayward,CA94544     		N/A I Scholarship Grant 750
    F Marquez
    5847 Friends Ave
    Whittier,CA90601     		N/A I Scholarship Grant 1,250
    G Corona-Thurman
    PO Box 3694
    Eureka,CA95502     		N/A I Scholarship Grant 1,000
    G Hojilla
    1595 Casa Buena Dr Apt 4
    Corte Madera,CA94925     		N/A I Scholarship Grant 250
    G Lee
    520 Kelton Apt 512
    Los Angeles,CA90024     		N/A I Scholarship Grant 2,000
    G Steinheimer
    Calle Doctor Oloriz 12
    Granada   18012
    SP     		N/A I Scholarship Grant 1,000
    H Le
    2776 Twin Oaks Ln
    San Jose,CA95127     		N/A I Scholarship Grant 1,500
    H Pabla
    PO Box 344
    Livingston,CA95334     		N/A I Scholarship Grant 1,250
    H Ravizza
    2300 Burgan Avenue
    Clovis,CA93611     		N/A I Scholarship Grant 750
    H Smith
    2001 Matisse St
    Davis,CA95618     		N/A I Scholarship Grant 1,000
    I Ahmed
    4412 Tierra Verde St Apt 1
    Bakersfield,CA93301     		N/A I Scholarship Grant 1,250
    I Alonzo
    976 E Edgecomb St
    Covina,CA91724     		N/A I Scholarship Grant 2,000
    I Jung
    9228 Sweetdale Ct
    Sacramento,CA95829     		N/A I Scholarship Grant 1,750
    I Martinez
    1237 E Saint James St
    San Jose,CA95116     		N/A I Scholarship Grant 750
    J Hess
    3406 church st
    Fortuna,CA95540     		N/A I Scholarship Grant 500
    J Hudson
    2803 11th Ave
    Oakland,CA94610     		N/A I Scholarship Grant 1,000
    J Karam Padilla
    2801 E Avery Dr
    Palm Springs,CA92264     		N/A I Scholarship Grant 1,750
    J Macias
    195 Nightfall Rd
    San Jacinto,CA92582     		N/A I Scholarship Grant 2,000
    J Martin
    320 2nd Street
    Ripon,CA95366     		N/A I Scholarship Grant 1,750
    J McGee
    609 D Street
    Petaluma,CA94952     		N/A I Scholarship Grant 1,000
    J Ngo
    6639 Picasso Road
    Goleta,CA93117     		N/A I Scholarship Grant 1,250
    J Santana
    62 West Woodland Avenue
    Woodland,CA95695     		N/A I Scholarship Grant 750
    J Sihner
    PO Box 265
    Challenge,CA95925     		N/A I Scholarship Grant 1,250
    J Soto
    1936 White Oak Dr
    Yuba City,CA95991     		N/A I Scholarship Grant 1,250
    J Theofanides
    601 Red Fir Lane
    Etna,CA96027     		N/A I Scholarship Grant 1,000
    J Trejo
    793 S Milo Place
    Porterville,CA93257     		N/A I Scholarship Grant 500
    K Awakoaiye
    3052 Malcolm Avenue
    Oakland,CA94605     		N/A I Scholarship Grant 750
    K Cardona
    915 E Katella Ave 4039
    Anaheim,CA92805     		NONE I Scholarship Grant 1,000
    K Chiem
    8520 Costa Verde Blvd 3411
    San Diego,CA92122     		N/A I Scholarship Grant 1,750
    K Francis
    9187 Grangehill Dr
    Riverside,CA92508     		N/A I Scholarship Grant 750
    K Gebrekidan
    255 MacArthur Blvd Apt 304
    Oakland,CA94610     		N/A I Scholarship Grant 1,750
    K Marlin
    4425 Cruickshank Rd Apt 27
    Kelseyvile,CA95451     		N/A I Scholarship Grant 500
    K Munoz
    1084 Cameo Ct
    Atwater,CA95301     		N/A I Scholarship Grant 1,000
    K Perreras
    642 W Brewer Rd Unit 72
    Imperial,CA92251     		N/A I Scholarship Grant 1,250
    K Pope
    5025 Collwood Blvd
    San Diego,CA92115     		N/A I Scholarship Grant 2,000
    K Tyler
    682 Redwing Drive
    Merced,CA95340     		N/A I Scholarship Grant 1,250
    K Vielma-Cortes
    6354 San Benito Way
    Rohnert Park,CA94928     		N/A I Scholarship Grant 2,500
    K Vue
    561 Santa Clara St
    Merced,CA95341     		N/A I Scholarship Grant 1,250
    L Cortez
    1822 Ninth Street
    Berkeley,CA94710     		N/A I Scholarship Grant 2,000
    L Gegan
    146 Corson Ave Apt D
    Modesto,CA95350     		N/A I Scholarship Grant 1,000
    L Jackson
    2313 antler court
    Antioch,CA94531     		N/A I Scholarship Grant 1,000
    L Lin
    2725 Haste Street
    Berkeley,CA94704     		N/A I Scholarship Grant 1,250
    L Mejia
    11303 N Hwy 99 SPC 84
    Lodi,CA95240     		N/A I Scholarship Grant 1,000
    L Rodriguez Serrano
    10247 Griffith Street
    San Jose,CA95127     		N/A I Scholarship Grant 1,000
    L Runion-Hintzman
    633 Humbert St
    Folsom,CA95630     		N/A I Scholarship Grant 500
    M Alcantar
    468 Brown St
    Napa,CA94559     		N/A I Scholarship Grant 1,000
    M Cardenas
    2541 13th Avenue
    Oakland,CA94606     		N/A I Scholarship Grant 3,000
    M Carson
    115 Covington St
    Oakland,CA94605     		N/A I Scholarship Grant 250
    M Fontes
    137 C Street
    Davis,CA95616     		N/A I Scholarship Grant 1,750
    M Hensley
    3075 Redding Avenue Suite 1621-A
    Sacramento,CA95820     		N/A I Scholarship Grant 1,750
    M Hood
    1119 Madison Avenue
    Livermore,CA94550     		N/A I Scholarship Grant 500
    M Moron Guzman
    247 Salisbury St
    Porterville,CA93257     		N/A I Scholarship Grant 1,000
    M Radanovich
    PO Box 769
    Mariposa,CA95338     		N/A I Scholarship Grant 1,000
    M Sylvester
    16102 Ponderosa Lane
    Riverside,CA92504     		N/A I Scholarship Grant 250
    M Vasquez Garcia
    1239 Sunrise Drive
    Merced,CA95343     		N/A I Scholarship Grant 1,750
    M Vazquez
    1053 Monterey St
    Hollister,CA95023     		N/A I Scholarship Grant 750
    M Xie
    Brown University 69 Brown St
    Providence,RI02912     		N/A I Scholarship Grant 1,750
    N Khan
    1534 Woolsey street
    Berkeley,CA94703     		N/A I Scholarship Grant 1,000
    N Le
    1786 Tonini Drive Apt 35
    San Luis Obispo,CA93405     		N/A I Scholarship Grant 1,500
    O Alcala
    281 N Idaho St Apt H
    La Habra,CA90631     		N/A I Scholarship Grant 1,000
    P Gounder
    27442 Mitchell Pl
    Hayward,CA94544     		N/A I Scholarship Grant 1,750
    P Yang
    1911 Mountain Vista Dr
    Oroville,CA95965     		N/A I Scholarship Grant 1,000
    R Lara-Puente
    313 Benito Street
    Soledad,CA93960     		N/A I Scholarship Grant 1,250
    R Le
    5331 Pal Mal Ave
    Temple City,CA91780     		N/A I Scholarship Grant 1,000
    R Noriega-Rocha
    15 Salinas Rd
    Watsonville,CA95076     		N/A I Scholarship Grant 1,750
    R Rodriguez Ramirez
    625 13th Street
    Richmond,CA94801     		N/A I Scholarship Grant 500
    S Ali
    2440 W Turner Rd Apt 145
    Lodi,CA95242     		N/A I Scholarship Grant 1,500
    S Arentz
    2840 Laguna St
    Concord,CA94518     		N/A I Scholarship Grant 1,750
    S Bishop
    1124 Miller Ct
    Rio Dell,CA95562     		N/A I Scholarship Grant 500
    S Camacho
    6803 Gladys Ave
    El Cerrito,CA94530     		N/A I Scholarship Grant 1,750
    S Chinedu
    1962 Orchard Park Ct
    San Jacinto,CA92583     		N/A I Scholarship Grant 1,000
    S De La Melena
    2511 Piedmont Ave
    Berkeley,CA94704     		N/A I Scholarship Grant 2,000
    S Ellsworth
    1205 E 22nd St Apt 515
    Marysville,CA95901     		N/A I Scholarship Grant 1,750
    S Hinsley
    6579 Park Riviera Way
    Sacramento,CA95831     		N/A I Scholarship Grant 250
    S Lamb
    350 Witness Ln Unit B
    Newport News,VA23608     		N/A I Scholarship Grant 2,500
    S Lynch
    622 40th Ave Apt2
    San Francisco,CA94121     		N/A I Scholarship Grant 1,000
    S Quach
    10104 Mosaic Way
    Elk Grove,CA95757     		N/A I Scholarship Grant 1,500
    S Saunders
    31175 sherwood rd
    fort bragg,CA95437     		N/A I Scholarship Grant 750
    S Simon
    3663 HWY 20
    Marysville,CA95901     		N/A I Scholarship Grant 1,000
    S Suman
    1786 Spruce St 110
    Berkeley,CA94709     		N/A I Scholarship Grant 1,000
    T Jasper
    3101 Mission Street
    San Francisco,CA94110     		N/A I Scholarship Grant 1,000
    T Simon
    3663 State Highway 20
    Marysville,CA95901     		N/A I Scholarship Grant 1,750
    T Snodgrass
    1880 East University Drive
    Boca Raton,FL33431     		N/A I Scholarship Grant 1,250
    V Daley
    712 McConnell Avenue
    Santa Rosa,CA95404     		N/A I Scholarship Grant 2,250
    V Lauver
    22107 Cottage Hill Drive
    Grass Valley,CA95949     		N/A I Scholarship Grant 1,500
    V Mariscal
    2017 River Pine Ct
    Modesto,CA95351     		N/A I Scholarship Grant 2,000
    V Silva
    14845 Chalk Hill Rd
    Healdsburg,CA95448     		N/A I Scholarship Grant 1,000
    W Liang
    14285 Rose Dr
    San Leandro,CA94578     		N/A I Scholarship Grant 1,500
    Y Casillas
    470 Churchill Way
    Salinas,CA93906     		N/A I Scholarship Grant 1,000
    Y Hu
    529 25th Ave
    San Francisco,CA94121     		N/A I Scholarship Grant 1,000
    Y Rodriguez
    633 Rodriguez St
    Watsonville,CA95076     		N/A I Scholarship Grant 1,500
    Total .................................bullet 3a 174,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 19,560  
    4 Dividends and interest from securities....     14 27,510  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 33,348  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -2,601  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		    14 66,548  
    bFederal Tax Refund     01 4,156  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   148,521  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    148,521
    (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

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

    TY 2018 DepreciationSchedule
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West INC
    EIN:
    94-3276752
    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
    220 MARY GRUBBS 2018-05-30 1,165,050   L          
    MACBOOK PRO 2018 2018-02-28 3,221   SL 7 383      

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West INC
    EIN:
    94-3276752
    Name of Stock End of Year Book Value End of Year Fair Market Value
    LOOMIS SAYLES SR FLOATING RATE 24,800 23,425
    MERCK & CO INC 114,893 380,216
    VANGUARD 500 INDEX FUND ADM 540,500 626,909
    VANGUARD EXTENDED MARKET INDEX 201,000 220,581

    TY 2018 InvestmentsLandSchedule2
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West INC
    EIN:
    94-3276752
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    220 MARY GRUBBS 1,165,050   1,165,050 1,165,050

    TY 2018 InvestmentsOtherSchedule2
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West INC
    EIN:
    94-3276752
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DTC CORE FIXED INCOME CTF   201,562 204,990
    DTC SHORT DURATION FIXED INCOM   90,208 90,228
    HERITAGE NY LLC   534,387 643,200
    HERITAGE OHIO LLC   454,245 556,800

    TY 2018 LandEtcSchedule2
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West INC
    EIN:
    94-3276752
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    MACBOOK PRO 2018 3,221 383 2,838 2,838


    TY 2018 LegalFeesSchedule
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West INC
    EIN:
    94-3276752
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL CONSULTATIONS 7,500 7,500    


    TY 2018 OtherExpensesSchedule
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West INC
    EIN:
    94-3276752
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 31,323     31,323
    Foundation Dues & Memberships 750     750
    Indemnification Insurance 2,200     2,200
    K-1 Exp DTC CORE FIXED INCOME 489 489    
    K-1 Exp DTC SHORT DURATION FIX 227 227    
    PROPERTY PURCHASE CLOSING FEES 974 974    
    Office Supplies 718     718
    Postage/Delivery Service 408     408
    Property insurance 1,652 1,652    
    State or Local Filing Fees 60     60
    TITLE INSURANCE 4,018 4,018    


    TY 2018 OtherIncomeSchedule2
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West INC
    EIN:
    94-3276752
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss DTC CORE FIXED INCOME CTF 7,094 7,094  
    K-1 Inc/Loss DTC SHORT DURATION FIXED INCOME 2,654 2,654  
    K-1 Inc/Loss HERITAGE NY LLC 30,881 30,881  
    K-1 Inc/Loss HERITAGE OHIO LLC 25,919 25,919  
    Federal Tax Refund 4,156    


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West INC
    EIN:
    94-3276752
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 20,433 20,433    
    SURVEY FEES 3,500 3,500    


    TY 2018 TaxesSchedule
    Name:
    Don and Roy Splawn Charitable
     
    Foundation West INC
    EIN:
    94-3276752
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2018 1,600