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
A R AND MARYLOUISE TANDY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 3627
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK741013627
A Employer identification number

73-1254985
B Telephone number (see instructions)

(918) 744-0553
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$37,647,078J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,052,940 1,052,940  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,094,511
b Gross sales price for all assets on line 6a 8,911,147
7 Capital gain net income (from Part IV, line 2)... 3,094,511
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 31,935 31,935  
12 Total. Add lines 1 through 11........ 4,179,386 4,179,386  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 165,237 165,237   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 12,645 12,645   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 48,626 17,890   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 226,508 195,772   0
25 Contributions, gifts, grants paid....... 10,101,850 10,101,850
26 Total expenses and disbursements. Add lines 24 and 25 10,328,358 195,772   10,101,850
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,148,972
b Net investment income (if negative, enter -0-) 3,983,614
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......... 1,582,281 376,118 376,118
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) 1,123,155 Click to see attachment250,000 248,913
b Investments—corporate stock (attach schedule)....... 16,776,481 Click to see attachment13,117,537 22,041,347
c Investments—corporate bonds (attach schedule)....... 15,988,404 Click to see attachment15,626,656 14,954,877
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 25,190 Click to see attachment25,823 25,823
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,495,511 29,396,134 37,647,078
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........ 59,188,680 59,188,680
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -23,693,169 -29,792,546
30 Total net assets or fund balances (see instructions)..... 35,495,511 29,396,134
31 Total liabilities and net assets/fund balances (see instructions). 35,495,511 29,396,134
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
35,495,511
2
Enter amount from Part I, line 27a .....................
2
-6,148,972
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
49,595
4
Add lines 1, 2, and 3 ..........................
4
29,396,134
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
29,396,134
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 4,743.83 SHARES COHEN & STEERS REALTY P   2018-01-25
b 1,000 SHARES PEPSICO P   2018-01-26
c 1,000 SHARES VISA INC CL A P   2018-01-26
d 1,000 SHARES EXXON MOBIL CORP P   2018-01-26
e 1,000 SHARES THERMO FISHER SCIENTIFIC P   2018-01-26
2,000 SHARES CELGENE P   2018-04-05
2,000 SHARES ACCENTURE PLC IRELAND SHS CLASS A P   2018-04-05
1,000 SHARES APPLE INC P   2018-04-05
3,000 SHARES MATERIALS SELECT SECTOR SPDRF P   2018-04-05
26,000 SHARES GENERAL ELECTRIC CORP P   2018-06-06
24,305.59 SHARES HARBOR INTERNATIONAL FUND CL I P   2018-09-05
12,252.36 SHARES LAZARD EMERGING MARKETS EQUITY INSTL P   2018-09-21
400 SHARES GARRET MOTION INC P   2018-10-19
0.67 SHARES RESIDEO TECHNOLOGIES INC P   2018-11-02
666 SHARES RESIDEO TECHNOLOGIES INC P   2018-12-03
4,718.46 SHARES VANGUARD SMALL CAP INDEX ADMIRAL P   2018-12-20
36,016.63 SHARES VANGUARD S/T INFL PROT-ADM P   2018-12-20
50,953.58 SHARES TEMPLETON GLOBAL BOND ADVISOR CL P   2018-12-20
3,000 SHARES NIKE INC CL B P   2018-12-20
2,000 SHARES PEPSICO P   2018-12-20
10,000 SHARES NOBLE ENERGY INC P   2018-12-20
3,000 SHARES VISA INC CL A P   2018-12-20
1,000 SHARES MCCORMICK & COMPANY NON VOTING P   2018-12-21
3,000 SHARES EXXON MOBIL CORP P   2018-12-21
1,000 SHARES CHUBB LTD P   2018-12-21
3,000 SHARES CELGENE CORP P   2018-12-21
1,000 SHARES CVS HEALTH CORP P   2018-12-21
3,000 SHARES DANAHER CORP P   2018-12-21
2,000 SHARES MEDTRONIC PLC P   2018-12-21
1,000 SHARES THERMO FISHER SCIENTIFIC P   2018-12-21
2,000 SHARES UNITED TECHNOLOGIES P   2018-12-21
2,000 SHARES XILINX P   2018-12-21
MASSMUTUAL GLOBAL 2.1% P   2018-08-02
ROYAL BANK OF CANADA 2.2% P   2018-07-27
CAPITAL GAINS DIVIDENDS P    
(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 200,000   235,962 -35,962
b 121,182   52,280 68,902
c 124,747   17,596 107,151
d 88,203   69,079 19,124
e 214,822   36,350 178,472
172,712   55,496 117,216
294,990   56,417 238,573
167,396   50,958 116,438
168,956   150,030 18,926
359,448   259,119 100,329
1,555,315   1,097,451 457,864
210,250   237,478 -27,228
6,054   4,899 1,155
13   14 -1
13,742   13,835 -93
300,000   124,174 175,826
863,319   893,995 -30,676
574,756   634,594 -59,838
214,098   38,160 175,938
224,969   104,560 120,409
208,806   263,025 -54,219
397,625   52,788 344,837
145,970   51,907 94,063
218,362   207,236 11,126
127,948   111,080 16,868
202,718   81,277 121,441
69,942   27,878 42,064
308,089   111,422 196,667
185,001   147,667 37,334
233,990   36,350 197,640
232,729   87,820 144,909
177,058   55,915 121,143
200,000   201,649 -1,649
250,000   248,175 1,825
77,937     77,937
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       -35,962
b       68,902
c       107,151
d       19,124
e       178,472
      117,216
      238,573
      116,438
      18,926
      100,329
      457,864
      -27,228
      1,155
      -1
      -93
      175,826
      -30,676
      -59,838
      175,938
      120,409
      -54,219
      344,837
      94,063
      11,126
      16,868
      121,441
      42,064
      196,667
      37,334
      197,640
      144,909
      121,143
      -1,649
      1,825
      77,937
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 3,094,511
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 4,844,350 49,189,558 0.098483
2016 11,980,078 55,256,838 0.216807
2015 13,823,372 60,985,538 0.226666
2014 4,891,000 69,331,340 0.070545
2013 6,214,250 68,732,239 0.090412
2
Total of line 1, column (d) .....................
2
0.702913
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
0.140583
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
45,429,627
5
Multiply line 4 by line 3......................
5
6,386,633
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
39,836
7
Add lines 5 and 6........................
7
6,426,469
8
Enter qualifying distributions from Part XII, line 4,.............
8
10,101,850
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 39,836
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 39,836
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 39,836
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 33,840
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 48,840
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 9,004
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet9,004 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)
    bulletOK
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPRESTON SMITH CPA Telephone no.bullet (918) 250-1040

    Located atbullet8118 EAST 63RD STTULSAOK ZIP+4bullet74133
    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
     
     
    ........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
    THE TRUST COMPANY OF OKLAHOMA TRUSTEE
    5.00     		165,237 0 0
    6120 SOUTH YALE AVE
    TULSA,OK74136
    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 THE A.R. AND MARYLOUISE TANDY FOUNDATION IS A PRIVATE,NON-OPERATING FOUNDATION. IT ACCOMPLISHES ITS CHARITABLEPURPOSES SOLELY THROUGH A PROGRAM OF MAKING CHARITABLEGIFTS AND GRANTS AND DOES NOT CONDUCT ANY DIRECT CHARITABLEACTIVITIES OR MAKE PROGRAM-RELATED INVESTMENTS. ALLADMINISTRATIVE EXPENSES WERE INCURRED IN THE ADMINISTRATIONOF INVESTMENTS, AND THEREFORE, NO EXPENSES HAVE BEEN ALLOCATED TO GRANT-MAKING ACTIVITIES. 0
    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.........................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
    45,409,465
    b
    Average of monthly cash balances.......................
    1b
    686,744
    c
    Fair market value of all other assets (see instructions)................
    1c
    25,240
    d
    Total (add lines 1a, b, and c).........................
    1d
    46,121,449
    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
    46,121,449
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    691,822
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    45,429,627
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,271,481
    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
    2,271,481
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    39,836
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    39,836
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,231,645
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,231,645
    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
    2,231,645
    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
    10,101,850
    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
    10,101,850
    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
    39,836
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    10,062,014
    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 2,231,645
    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...... 2,899,457
    b From 2014...... 1,503,645
    c From 2015...... 10,877,351
    d From 2016...... 9,352,486
    e From 2017...... 2,418,678
    fTotal of lines 3a through e........ 27,051,617
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 10,101,850
    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..... 2,231,645
    e Remaining amount distributed out of corpus 7,870,205
    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 34,921,822
    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) ...     		2,899,457
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		32,022,365
    10 Analysis of line 9:
    a Excess from 2014.... 1,503,645
    b Excess from 2015.... 10,877,351
    c Excess from 2016.... 9,352,486
    d Excess from 2017.... 2,418,678
    e Excess from 2018.... 7,870,205
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    J MICHAEL BARTEL SENIOR VICE PRESID
    6120 SOUTH YALE AVE SUITE 1900
    TULSA,OK74136
    (918) 744-0553
    bThe form in which applications should be submitted and information and materials they should include:
    THE A. R. AND MARYLOUISE TANDY FOUNDATION SUPPORTS ARTISTIC, EDUCATIONAL, CHARITABLE, RELIGIOUS AND OTHER NON-PROFIT ENTITIES WHICH ARE NOT PRIVATE FOUNDATIONS. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. THE FOUNDATION PRIMARILY SUPPORTS ENTITIES IN THE OKLAHOMA AND MAINE AND PRINCIPALLY THOSE ENTITIES IN TULSA, OKLAHOMA AND BOOTHBAY HARBOR, MAINE REGIONS. THE ADVISORY COMMITTEE DETERMINES THE AMOUNT OF DISTRIBUTIONS TO BE MADE BY THE FOUNDATION AND THE ENTITIES WHICH ARE TO RECEIVE DISTRIBUTIONS. MEETINGS OF THE ADVISORY COMMITTEE ARE HELD ON A QUARTERLY BASIS, NORMALLY AROUND THE FIRST WEEKS OF FEBRUARY, MAY, AUGUST AND NOVEMBER. ALL REQUESTS FOR CONTRIBUTIONS SHOULD BE SUBMITTED BY THE FIRST DAY OF JANUARY, APRIL, JULY AND OCTOBER. REQUESTS FOR CONTRIBUTIONS MUST BE IN WRITING. NO PRESCRIBED FORM IS REQUIRED BUT THE INFORMATION SHOULD INCLUDE THE IRS EXEMPTION LETTER OF THE ORGANIZATION AND A DESCRIPTION OF THE PROJECT FOR WHICH THE CONTRIBUTION IS REQUESTED. THE ADVISORY C
    cAny submission deadlines:
    SEE ABOVE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    TELEPHONE REQUESTS ARE NOT ACCEPTED.
    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 POCKETFUL OF HOPE
    1325 E APACHE
    TULSA,OK74106     		NONE PUBLIC CAPITAL CAMPAIGN 12,250
    ALZHEIMER'S ASSOCIATION
    6465 S YALE SUITE 312
    TULSA,OK74136     		NONE PUBLIC ANNUAL FUND 6,600
    AMERICAN CANCER SOCIETY
    P O BOX 22718
    OKLAHOMA CITY,OK73123     		NONE PUBLIC GENERAL FUND 3,500
    AMERICAN RED CROSS
    10151 E 11TH STREET
    TULSA,OK74128     		NONE PUBLIC GENERAL FUND 3,500
    AMERICAN RED CROSS
    16 COMMUNITY WAY
    TOPSHAM,ME04086     		NONE PUBLIC GENERAL FUND 3,500
    BIGELOW LABORATORY FOR OCEAN SCIENC
    60 BIGELOW DRIVE
    EAST BOOTHBAY,ME04544     		NONE PUBLIC COMPREHENSIVE CAMPAIGN 150,000
    BOOTHBAY HARBOR CONGREGATIONAL CHUR
    125 TOWNSEND AVENUE
    BOOTHBAY HARBOR,ME04538     		NONE PUBLIC GENERAL FUND 1,650
    BOOTHBAY REGION AMBULANCE
    PO BOX 280
    BOOTHBAY,ME04537     		NONE PUBLIC GENERAL FUND 3,500
    BOOTHBAY REGION LAND TRUST
    137 TOWNSEND AVE
    BOOTHBAY HARBOR,ME04538     		NONE PUBLIC ENDOWMENT SUPPORT 1,100
    BOOTHBAY REGION STUDENT AID FUND
    P O BOX 293
    BOOTHBAY HARBOR,ME04538     		NONE PUBLIC SCHOLARSHIP 1,100
    BOOTHBAY REGION YMCA
    261 TOWNSEND AVENUE
    BOOTHBAY HARBOR,ME04538     		NONE PUBLIC ANNUAL FUND 3,500,000
    BOOTHBAY REGIONAL HIGH SCHOOL
    236 TOWNSEND AVE
    BOOTHBAY HARBOR,ME04538     		NONE PUBLIC GENERAL FUND 2,750
    CENTER FOR MAINE CONTEMPORARY ART
    PO BOX 147
    ROCKPORT,ME04856     		NONE PUBLIC ADVANCEMENT OF ART EDUCATION 1,650
    COASTAL MAINE BOTANICAL GARDEN
    P O BOX 234
    BOOTHBAY HARBOR,ME04537     		NONE PUBLIC ANNUAL FUND 2,900
    CONNECTICUT COLLEGE FUND
    270 MOHEGAN AVENUE
    NEW LONDON,CT06320     		NONE PUBLIC ANNUAL FUND 5,500
    DVIS
    4300 S HARVARD AVE
    TULSA,OK74135     		NONE PUBLIC CAPITAL CAMPAIGN 80,000
    EMERGENCY INFANT SERVICES
    222 S HOUSTON AVE
    TULSA,OK74127     		NONE PUBLIC GENERAL FUND 1,650
    FAMILY CHILDREN'S SERVICES
    650 S PEORIA AVE
    TULSA,OK74120     		NONE PUBLIC CAPITAL CAMPAIGN 600,000
    FARNSWORTH MUSEUM OF ART
    16 MUSEUM STREET
    ROCKLAND,ME04841     		NONE PVT OP ANNUAL FUND 1,200
    FIT FIRST RESPONDERS
    8177 S HARVARD AVE 420
    TULSA,OK74137     		NONE PUBLIC GENERAL FUND 1,500
    FIVER FOUNDATION
    519 8TH AVENUE 24
    NEW YORK,NY10018     		NONE PUBLIC CAMP FOR DISADVANTAGED CHILDREN 650
    HOLLAND HALL SCHOOL
    5666 EAST 81ST STREET
    TULSA,OK74137     		NONE PVT OP ANNUAL FUND 2,001,100
    HONOR BUNKER INC
    6365 E 41ST STREET
    TULSA,OK74135     		NONE PUBLIC GENERAL FUND 1,500
    MAINE HISTORICAL SOCIETY
    489 CONGRESS STREET
    PORTLAND,ME04101     		NONE PUBLIC ANNUAL FUND 650
    MAINE MARITIME MUSEUM
    243 WASHINGTON STREET
    BATH,ME04530     		NONE PUBLIC GENERAL FUND 600
    MAINE PUBLIC BROADCASTING NETWORK
    1450 LISBON STREET
    LEWISTON,ME04240     		NONE PUBLIC PUBLIC TELEVISION, GENERAL FUND 650
    MAINE STATE MUSEUM
    83 STATE HOUSE STATION
    AUGUSTA,ME04333     		NONE PUBLIC EDUCATION PROJECTS 650
    MAINE STATE MUSIC THEATER
    22 ELM STREET
    BRUNSWICK,ME04011     		NONE PVT OP CAPITAL CAMPAIGN 650
    OKLAHOMA METHODIST MANOR
    4134 E 31ST ST
    TULSA,OK74135     		NONE PVT OP CAPITAL CAMPAIGN 505,500
    PARKSIDE PSYCHIATRIC HOSPITAL
    1620 E 12TH STREET
    TULSA,OK74120     		NONE PUBLIC GENERAL FUND 2,500,000
    PHILBROOK MUSEUM OF ART
    PO BOX 52510
    TULSA,OK74152     		NONE PRIVATE ANNUAL FUND 2,750
    PORTLAND MUSEUM OF ART
    SEVEN CONGRESS SQUARE
    PORTLAND,ME04101     		NONE PVT OP GENERAL FUND 1,200
    SOUTHPORT FIRE DEPARTMENT
    P O BOX 149
    SOUTHPORT,ME04576     		NONE PUBLIC EQUIPMENT CARE 1,650
    SOUTHPORT HISTORICAL SOCIETY
    P O BOX 3
    SOUTHPORT,ME04576     		NONE PUBLIC GENERAL FUND 1,200
    SOUTHPORT UNITED METH CHURCH
    PO BOX 143
    SOUTHPORT,ME04576     		NONE PUBLIC GENERAL FUND 17,500
    THE OPERA HOUSE BOOTHBAY HARBOR
    86 TOWNSEND AVENUE
    BOOTHBAY HARBOR,ME04538     		NONE PVT OP GENERAL FUND 1,200
    THE UNIVERSITY OF TULSA
    800 SOUTH TUCKER DRIVE
    TULSA,OK74104     		NONE PUBLIC ANNUAL FUND 12,650
    TULSA AREA UNITED WAY
    P O BOX 1859
    TULSA,OK74101     		NONE PUBLIC GENERAL FUND 3,500
    TULSA HISTORICAL SOCIETY
    2445 SOUTH PEORIA
    TULSA,OK74114     		NONE PUBLIC BUILDING FUND 1,200
    TULSA SYMPHONY ORCHESTRA
    111 EAST 1ST STREET
    TULSA,OK74103     		NONE PUBLIC GENERAL FUND 2,200
    UNIVERSITY OF MAINE
    40 HARLOW STREET
    BANGOR,ME04401     		NONE PUBLIC MUSEUM OF ART 11,000
    YMCA OF GREATER TULSA
    5002 S FULTON AVE
    TULSA,OK74135     		NONE PUBLIC BUILDING FUND 10,000
    LINDSEY HOUSE
    601 S ELGIN AVE
    TULSA,OK74120     		NONE PUBLIC GENERAL FUND 360,000
    SOONER ROWING ASSOCIATION
    PO BOX 52268
    TULSA,OK74152     		NONE PUBLIC GENERAL FUND 5,000
    TULSA COMMUNITY COLLEGE FOUNDATION
    3727 E APACHE ST
    TULSA,OK74115     		NONE PUBLIC GENERAL FUND 250,000
    TULSA GARDEN CENTER
    2435 S PEORIA AVE
    TULSA,OK74114     		NONE PUBLIC GENERAL FUND 25,000
    Total .................................bullet 3a 10,101,850
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 1,052,940  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     15 31,935  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 3,094,511  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,179,386 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,179,386
    (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

    TY 2018 AccountingFeesSchedule
    Name:
    A R AND MARYLOUISE TANDY FOUNDATION
    EIN:
    73-1254985
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PRESTON SMITH, CPA 12,645 12,645   0

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    A R AND MARYLOUISE TANDY FOUNDATION
    EIN:
    73-1254985
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MICROSOFT CORP 3% -10/1/20 257,653 251,690
    PIMCO TOTAL RETURN INSTITUTIONAL 4,818,889 4,413,419
    VANGUARD ADMIRAL SHORT TERM INV GRADE 10,550,114 10,289,768

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    A R AND MARYLOUISE TANDY FOUNDATION
    EIN:
    73-1254985
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE LTD. 110,470 564,040
    APPLE INC 203,833 630,960
    CHEVRON CORPORATION 475,895 761,530
    CHUBB LTD 444,320 516,720
    CITIGROUP INC 354,511 364,420
    COHEN & STEERS REALTY 568,510 508,977
    COSTCO WHOLESALE 204,797 407,420
    DANAHER CORP 211,370 618,720
    DODGE & COX INTERNATIONAL STOCK 965,840 1,363,161
    EXXON MOBIL 213,233 272,760
    HONEYWELL INTL 445,835 528,480
    MATERIALS SELECT SECTOR 593,022 606,240
    MCCORMICK & COMPANY NON VOTING 206,244 556,960
    MEDTRONIC PLC 443,001 545,760
    MICROSOFT CORP 290,285 507,850
    NIKE INC 72,755 444,840
    NOVARTIS 837,532 772,290
    PEPSICO INC. 271,846 662,880
    SCHLUMBERGER LTD 375,177 180,400
    SELECT SPDR ETF - UTILITIES 762,357 805,707
    THERMO FISHER SCIENTIFIC 102,830 671,370
    UNITED TECHNOLOGIES 219,550 532,400
    VANGUARD ADMIRAL INT'L GROWTH 960,363 1,625,629
    VANGUARD CONSUMER DISCRETIONARY ETF 789,932 1,128,900
    VANGUARD FINANCIALS ETF 1,232,904 2,509,741
    VANGUARD INFO TECHNOLOGY ETF 377,999 834,150
    VANGUARD SIGNAL SMALL CAP INDEX 429,034 1,218,637
    VANGUARD TELECOMMUNICATION ETF 695,137 597,745
    VISA INC CL A 105,460 791,640
    XILINX 153,495 511,020

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    A R AND MARYLOUISE TANDY FOUNDATION
    EIN:
    73-1254985
    US Government Securities - End of Year Book Value:

    250,000
    US Government Securities - End of Year Fair Market Value:

    248,913
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    A R AND MARYLOUISE TANDY FOUNDATION
    EIN:
    73-1254985
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HC ROYALTY PARTNERSHIP FMV 25,784 25,784
    MINERAL INTEREST FMV 22 22
    ROYALTY INTEREST FMV 16 16
    BOBWHITE ROYALTY FUNDS III, LP AT COST 1 1

    TY 2018 OtherIncomeSchedule2
    Name:
    A R AND MARYLOUISE TANDY FOUNDATION
    EIN:
    73-1254985
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME FROM K-1 27,641 27,641 27,641
    OIL AND GAS ROYALTIES 4,294 4,294 4,294


    TY 2018 OtherIncreasesSchedule
    Name:
    A R AND MARYLOUISE TANDY FOUNDATION
    EIN:
    73-1254985
    Description Amount
    RETURN OF CONTRIBUTION 1,750
    PARTNERSHIP CAPITAL TRANSFER 10,452
    PERCENTAGE DEPLETION 6,210
    EXCISE TAX REFUND 31,183


    TY 2018 TaxesSchedule
    Name:
    A R AND MARYLOUISE TANDY FOUNDATION
    EIN:
    73-1254985
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 30,736 0   0
    FOREIGN TAX 17,890 17,890   0