Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
STONEGRODD FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)320 EAST 72ND STREET NO 16/17A
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10021
A Employer identification number

46-1594782
B Telephone number (see instructions)

(212) 605-3100
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$638,694J 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) 100
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 13,827 13,827  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 50,849
b Gross sales price for all assets on line 6a 255,564
7 Capital gain net income (from Part IV, line 2)... 50,849
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 64,776 64,676  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,851 351   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,876 1,621   255
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,727 1,972   255
25 Contributions, gifts, grants paid....... 118,250 118,250
26 Total expenses and disbursements. Add lines 24 and 25 121,977 1,972   118,505
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -57,201
b Net investment income (if negative, enter -0-) 62,704
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......... 4,211 20,510 20,510
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)....... 678,241 Click to see attachment604,741 618,184
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 682,452 625,251 638,694
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........ 958,610 958,610
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -276,158 -333,359
30 Total net assets or fund balances (see instructions)..... 682,452 625,251
31 Total liabilities and net assets/fund balances (see instructions). 682,452 625,251
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
682,452
2
Enter amount from Part I, line 27a .....................
2
-57,201
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
625,251
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
625,251
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 BROADRIDGE FINANCIAL SOLUTIO   2018-10-15 2018-12-27
b BROADRIDGE FINANCIAL SOLUTIO   2018-10-15 2018-12-26
c CVS HEALTH CORP   2018-11-29 2018-12-21
d EXXON MOBIL CORP   2017-12-08 2018-12-21
e ULTA BEAUTY INC   2018-11-07 2018-12-10
VERTEX PHARMACEUTICALS INC   2018-11-06 2018-12-10
REGENCY CENTERS CORP   2018-10-09 2018-12-10
LYONDELLBASELL INDU-CL A   2018-08-21 2018-12-10
US FOODS HOLDING CORP   2018-08-07 2018-12-10
FIDELITY NATIONAL INFORMATION   2018-08-01 2018-12-10
BERKSHIRE HATHAWAY INC-CL B   2018-08-01 2018-12-10
CUBESMART   2018-07-02 2018-12-10
CUBESMART   2018-06-28 2018-12-10
VERIZON COMMUNICATIONS INC   2018-05-24 2018-12-10
CONSTELLATION BRANDS INC-A   2018-05-16 2018-12-10
CBRE GROUP INC   2018-05-03 2018-12-10
AUTOZONE INC   2018-05-03 2018-12-10
SUN COMMUNITIES INC   2018-04-06 2018-12-10
COGNIZANT TECH SOLUTIONS-A   2018-04-04 2018-12-10
TOTAL SYSTEM SERVICES INC   2018-03-21 2018-12-10
ANTHEM INC   2018-03-02 2018-12-10
CITIGROUP INC   2018-01-31 2018-12-10
CITIGROUP INC   2018-01-26 2018-12-10
CHEVRON CORP   2018-01-26 2018-12-10
EVEREST RE GROUP LTD   2017-12-12 2018-12-10
EXXON MOBIL CORP   2017-12-08 2018-12-10
ZOETIS INC   2017-09-07 2018-12-10
BOEING CO/THE   2017-08-02 2018-12-10
FNF GROUP   2017-07-28 2018-12-10
NOKIA CORP-SPON ADR   2017-07-28 2018-12-10
RAYTHEON COMPANY   2017-07-27 2018-12-10
FNF GROUP   2017-07-27 2018-12-10
S&P GLOBAL INC   2017-07-10 2018-12-10
FNF GROUP   2017-06-30 2018-12-10
CDW CORP/DE   2017-06-14 2018-12-10
MID-AMERICA APARTMENT COMM   2017-06-13 2018-12-10
WALMART INC   2017-06-13 2018-12-10
CDW CORP/DE   2017-06-12 2018-12-10
MARATHON PETROLEUM CORP   2017-06-06 2018-12-10
TEXAS INSTRUMENTS INC   2017-06-06 2018-12-10
TJX COMPANIES INC   2017-05-26 2018-12-10
MEDTRONIC PLC   2017-05-26 2018-12-10
MARATHON PETROLEUM CORP   2017-05-26 2018-12-10
JPMORGAN CHASE & CO   2017-05-10 2018-12-10
JPMORGAN CHASE & CO   2017-04-28 2018-12-10
MCDONALD'S CORP   2017-04-28 2018-12-10
JPMORGAN CHASE & CO   2017-04-10 2018-12-10
PROCTER & GAMBLE CO/THE   2017-03-20 2018-12-10
GOLDMAN SACHS GROUP INC   2017-03-20 2018-12-10
EDWARDS LIFESCIENCES   2017-03-20 2018-12-10
GOLDMAN SACHS GROUP INC   2017-03-06 2018-12-10
NORFOLK SOUTHERN CORP   2017-03-06 2018-12-10
JPMORGAN CHASE & CO   2017-03-06 2018-12-10
ALTRIA GROUP INC   2016-12-16 2018-12-10
TEXAS INSTRUMENTS INC   2016-10-13 2018-12-10
CISCO SYSTEMS INC   2016-09-22 2018-12-10
T-MOBILE US INC   2016-09-12 2018-12-10
AB SMALL CAP CORE PORTFOLIO ADV CL   2016-08-05 2018-12-10
PROGRESSIVE CORP   2016-08-02 2018-12-10
PROGRESSIVE CORP   2016-07-27 2018-12-10
ORACLE CORP   2016-07-25 2018-12-10
DELTA AIR LINES INC   2016-07-20 2018-12-10
ADOBE INC   2016-07-20 2018-12-10
NISOURCE INC   2016-07-05 2018-12-10
MERCK & CO. INC.   2016-06-10 2018-12-10
AB SMALL CAP CORE PORTFOLIO ADV CL   2016-06-09 2018-12-10
NIKE INC -CL B   2016-06-06 2018-12-10
COSTCO WHOLESALE CORP   2016-06-06 2018-12-10
XILINX INC   2016-05-16 2018-12-10
HONEYWELL INTERNATIONAL INC   2016-05-02 2018-12-10
SYNCHRONY FINANCIAL   2016-03-07 2018-12-10
EOG RESOURCES INC   2016-02-26 2018-12-10
EOG RESOURCES INC   2015-11-12 2018-12-10
ALTRIA GROUP INC   2015-11-03 2018-12-10
UNITEDHEALTH GROUP INC   2015-10-13 2018-12-10
ROSS STORES INC   2015-10-09 2018-12-10
WELLS FARGO & COMPANY   2015-09-14 2018-12-10
FACEBOOK INC-A   2015-09-04 2018-12-10
WELLS FARGO & COMPANY   2015-09-03 2018-12-10
ORACLE CORP   2015-09-01 2018-12-10
UNITEDHEALTH GROUP INC   2015-08-26 2018-12-10
MAGNA INTERNATIONAL INC   2015-08-06 2018-12-10
BANK OF AMERICA CORP   2015-07-27 2018-12-10
ALPHABET INC-CL C   2015-07-20 2018-12-10
PEPSICO INC   2015-06-04 2018-12-10
NORTHROP GRUMMAN CORP   2015-06-04 2018-12-10
MICROSOFT CORP   2015-05-08 2018-12-10
AB DISCOVERY VALUE-ADV   2015-03-26 2018-12-10
AB DISCOVERY GRWTH FUND- AD   2015-03-26 2018-12-10
AMERICAN ELECTRIC POWER   2015-02-17 2018-12-10
AMERICAN ELECTRIC POWER   2015-02-13 2018-12-10
FACEBOOK INC-A   2015-02-09 2018-12-10
FACEBOOK INC-A   2015-02-06 2018-12-10
AB DISCOVERY VALUE-ADV   2014-12-23 2018-12-10
AB DISCOVERY GRWTH FUND- AD   2014-12-22 2018-12-10
WALT DISNEY CO/THE   2014-12-03 2018-12-10
WALT DISNEY CO/THE   2014-10-27 2018-12-10
NIKE INC -CL B   2014-10-27 2018-12-10
WELLS FARGO & COMPANY   2014-06-20 2018-12-10
GILEAD SCIENCES INC   2014-06-09 2018-12-10
APPLE INC   2014-04-29 2018-12-10
COMCAST CORP-CLASS A   2013-11-21 2018-12-10
PFIZER INC   2013-06-06 2018-12-10
COMCAST CORP-CLASS A   2013-03-05 2018-12-10
HP INC   2013-03-05 2018-12-10
HOME DEPOT INC   2013-03-05 2018-12-10
BIOGEN INC   2013-03-05 2018-12-10
VISA INC - CLASS A SHARES   2013-03-05 2018-12-10
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2013-03-05 2018-12-10
AB EMERGING MARKETS PORT   2013-03-05 2018-12-10
BERNSTEIN INTERNATIONAL PORT   2013-03-05 2018-12-10
AB BOND INFLATION STRATEGY CLASS 1   2013-03-05 2018-12-10
OVERLAY A PORTFOLIO CLASS 1   2013-03-05 2018-12-10
AETNA INC   2016-06-06 2018-11-29
AETNA INC   2014-10-27 2018-11-29
EDISON INTERNATIONAL   2017-03-06 2018-11-08
EDISON INTERNATIONAL   2016-09-28 2018-11-08
EDISON INTERNATIONAL   2016-09-28 2018-11-07
EDISON INTERNATIONAL   2016-05-18 2018-11-07
CME GROUP INC   2018-05-24 2018-11-06
CME GROUP INC   2018-04-27 2018-11-06
CME GROUP INC   2018-04-26 2018-11-06
JPMORGAN CHASE & CO   2017-03-06 2018-11-06
JPMORGAN CHASE & CO   2017-02-21 2018-11-06
CISCO SYSTEMS INC   2016-09-22 2018-11-06
PROGRESSIVE CORP   2016-07-27 2018-11-06
PROGRESSIVE CORP   2016-07-26 2018-11-06
EDISON INTERNATIONAL   2016-05-18 2018-11-06
RESIDEO TECHNOLOGIES INC   2017-09-27 2018-11-02
RESIDEO TECHNOLOGIES INC   2016-10-19 2018-11-02
GARRETT MOTION INC   2016-10-19 2018-11-02
RESIDEO TECHNOLOGIES INC   2016-05-02 2018-11-02
GARRETT MOTION INC   2016-05-02 2018-11-02
VERIZON COMMUNICATIONS INC   2018-05-24 2018-10-12
CROWN CASTLE INTL CORP   2018-03-02 2018-10-12
CROWN CASTLE INTL CORP   2017-11-21 2018-10-12
CROWN CASTLE INTL CORP   2017-10-25 2018-10-12
CROWN CASTLE INTL CORP   2017-10-05 2018-10-12
INTEL CORP   2016-11-10 2018-10-12
INTEL CORP   2016-10-12 2018-10-12
PROGRESSIVE CORP   2016-07-26 2018-10-12
BANK OF AMERICA CORP   2015-07-27 2018-10-12
AETNA INC   2014-06-18 2018-10-12
BANK OF AMERICA CORP   2013-03-05 2018-10-12
APPLE INC   2014-04-29 2018-10-09
AB DISCOVERY GRWTH FUND- ADV   2014-12-22 2018-10-05
AB DISCOVERY GRWTH FUND- ADV   2014-10-21 2018-10-05
EBAY INC   2015-08-20 2018-10-02
EBAY INC   2015-02-11 2018-10-02
XILINX INC   2016-05-16 2018-10-01
XILINX INC   2016-04-20 2018-10-01
S&P GLOBAL INC   2017-07-10 2018-09-28
MARATHON PETROLEUM CORP   2017-05-26 2018-09-28
MARATHON PETROLEUM CORP   2017-05-11 2018-09-28
NORFOLK SOUTHERN CORP   2017-03-06 2018-09-28
NORFOLK SOUTHERN CORP   2017-02-16 2018-09-28
NORFOLK SOUTHERN CORP   2017-02-15 2018-09-28
CIGNA CORP   2016-08-18 2018-09-28
BANK OF AMERICA CORP   2013-03-05 2018-09-28
SCHLUMBERGER LTD   2016-06-01 2018-09-10
SCHLUMBERGER LTD   2016-02-09 2018-09-10
COGNIZANT TECH SOLUTIONS-A   2018-04-04 2018-09-07
INTEL CORP   2016-10-12 2018-09-07
COSTCO WHOLESALE CORP   2016-06-06 2018-09-07
INTEL CORP   2016-05-16 2018-09-07
SCHLUMBERGER LTD   2016-02-09 2018-09-07
ALPHABET INC-CL C   2015-07-20 2018-09-07
NORTHROP GRUMMAN CORP   2015-06-04 2018-09-07
FACEBOOK INC-A   2015-02-06 2018-09-07
SCHLUMBERGER LTD   2014-06-30 2018-09-07
ALPHABET INC-CL C   2014-06-05 2018-09-07
VISA INC - CLASS A SHARES   2013-03-05 2018-09-07
AB DISCOVERY GRWTH FUND- ADV   2014-10-21 2018-09-05
AB DISCOVERY GRWTH FUND- ADV   2013-03-05 2018-09-05
INTUITIVE SURGICAL INC   2017-02-09 2018-08-17
S&P GLOBAL INC   2017-07-10 2018-08-16
EDWARDS LIFESCIENCES   2017-03-20 2018-08-16
INTEL CORP   2016-05-16 2018-08-16
ALPHABET INC-CL C   2013-03-05 2018-08-16
XILINX INC   2016-04-20 2018-08-01
FACEBOOK INC-A   2015-02-06 2018-08-01
VISA INC - CLASS A SHARES   2013-03-05 2018-08-01
ALPHABET INC-CL C   2013-03-05 2018-08-01
CARNIVAL CORP   2018-04-12 2018-07-24
CARNIVAL CORP   2018-04-04 2018-07-24
DOWDUPONT INC   2017-09-20 2018-07-24
CARNIVAL CORP   2018-04-04 2018-07-23
DOWDUPONT INC   2017-09-20 2018-07-23
DOWDUPONT INC   2016-11-10 2018-07-23
DOWDUPONT INC   2016-11-10 2018-07-20
DOWDUPONT INC   2016-10-21 2018-07-20
CARNIVAL CORP   2018-04-04 2018-07-19
CITIGROUP INC   2018-01-26 2018-07-19
BOEING CO/THE   2017-08-02 2018-07-19
DOWDUPONT INC   2016-10-21 2018-07-19
DOWDUPONT INC   2016-10-20 2018-07-19
TEXAS INSTRUMENTS INC   2016-10-13 2018-07-19
TEXAS INSTRUMENTS INC   2016-07-25 2018-07-19
TYSON FOODS INC-CL A   2018-05-16 2018-07-09
TYSON FOODS INC-CL A   2016-06-10 2018-07-09
TYSON FOODS INC-CL A   2016-05-18 2018-07-09
AB DISCOVERY GRWTH FUND- ADV   2013-03-05 2018-07-05
EDISON INTERNATIONAL   2016-05-18 2018-07-02
EDISON INTERNATIONAL   2015-09-04 2018-07-02
PROCTER & GAMBLE CO/THE   2017-03-20 2018-06-29
MCKESSON CORP   2017-07-13 2018-06-20
MCKESSON CORP   2016-12-15 2018-06-20
ALTRIA GROUP INC   2015-11-03 2018-06-19
MCKESSON CORP   2016-10-24 2018-06-15
AMERICAN INTERNATIONAL GROUP   2016-02-05 2018-06-15
ALTRIA GROUP INC   2015-11-03 2018-06-15
ALTRIA GROUP INC   2015-09-23 2018-06-15
AMERICAN INTERNATIONAL GROUP   2016-02-05 2018-06-14
AMERICAN INTERNATIONAL GROUP   2016-02-04 2018-06-14
ORACLE CORP   2015-09-01 2018-06-14
ORACLE CORP   2015-08-20 2018-06-14
ALTRIA GROUP INC   2015-09-23 2018-06-12
AMERICAN INTERNATIONAL GROUP   2016-02-04 2018-06-11
EDWARDS LIFESCIENCES   2017-03-20 2018-06-06
MCKESSON CORP   2016-10-24 2018-06-06
MCKESSON CORP   2015-02-17 2018-06-06
MCKESSON CORP   2015-01-12 2018-06-06
MERCK & CO. INC.   2016-06-10 2018-06-05
EOG RESOURCES INC   2015-11-12 2018-06-05
MERCK & CO. INC.   2015-02-17 2018-06-05
MERCK & CO. INC.   2013-03-05 2018-06-05
BIOGEN INC   2013-03-05 2018-06-05
CDW CORP/DE   2017-06-12 2018-05-23
AB DISCOVERY GRWTH FUND- ADV   2013-03-05 2018-05-23
JOHNSON & JOHNSON   2017-10-05 2018-05-22
CDW CORP/DE   2017-06-12 2018-05-22
JOHNSON & JOHNSON   2017-09-26 2018-05-21
CDW CORP/DE   2017-06-12 2018-05-21
CDW CORP/DE   2017-06-08 2018-05-21
PROCTER & GAMBLE CO/THE   2017-03-20 2018-05-21
JOHNSON & JOHNSON   2017-02-21 2018-05-21
JOHNSON & JOHNSON   2016-11-11 2018-05-21
CITIGROUP INC   2018-01-26 2018-05-16
CERNER CORP   2017-09-26 2018-05-16
CERNER CORP   2017-09-05 2018-05-16
NORFOLK SOUTHERN CORP   2017-02-15 2018-05-14
CERNER CORP   2017-09-05 2018-05-11
TEXAS INSTRUMENTS INC   2016-07-25 2018-05-11
APPLE INC   2014-04-29 2018-05-11
APPLE INC   2013-12-30 2018-05-11
CBS CORP-CLASS B NON VOTING   2017-06-28 2018-05-09
CBS CORP-CLASS B NON VOTING   2017-03-06 2018-05-09
NORTHROP GRUMMAN CORP   2015-06-04 2018-05-08
CBS CORP-CLASS B NON VOTING   2017-03-06 2018-05-07
CBS CORP-CLASS B NON VOTING   2017-02-09 2018-05-07
BOEING CO/THE   2017-08-02 2018-05-02
DEVON ENERGY CORPORATION   2017-07-17 2018-05-02
JOHNSON & JOHNSON   2016-11-11 2018-05-02
APPLE INC   2013-12-30 2018-05-02
JOHNSON & JOHNSON   2013-03-05 2018-05-02
OVERLAY A PORTFOLIO CLASS 1   2013-03-05 2018-04-30
BERNSTEIN INTERNATIONAL PORTFOLIO   2013-03-05 2018-04-30
NORFOLK SOUTHERN CORP   2017-02-15 2018-04-23
DOWDUPONT INC   2016-10-20 2018-04-19
MERCK & CO. INC.   2013-03-05 2018-04-19
MARATHON PETROLEUM CORP   2017-05-11 2018-04-18
APPLE INC   2013-12-30 2018-04-18
QUEST DIAGNOSTICS INC   2017-12-26 2018-04-12
QUEST DIAGNOSTICS INC   2017-11-21 2018-04-12
QUEST DIAGNOSTICS INC   2017-07-27 2018-04-12
QUEST DIAGNOSTICS INC   2017-05-11 2018-04-12
CERNER CORP   2017-09-05 2018-04-11
CERNER CORP   2017-09-05 2018-04-06
CERNER CORP   2017-08-31 2018-04-06
CIGNA CORP   2016-08-18 2018-04-05
CIGNA CORP   2016-08-18 2018-04-04
AETNA INC   2014-06-18 2018-04-04
EATON CORP PLC   2016-10-14 2018-04-02
EATON CORP PLC   2016-09-22 2018-04-02
EATON CORP PLC   2016-09-07 2018-04-02
AETNA INC   2014-06-18 2018-04-02
APPLE INC   2013-12-30 2018-04-02
INTEL CORP   2016-05-16 2018-02-27
INTEL CORP   2016-03-01 2018-02-27
DEVON ENERGY CORPORATION   2017-07-17 2018-02-22
DEVON ENERGY CORPORATION   2017-04-10 2018-02-22
DEVON ENERGY CORPORATION   2016-12-15 2018-02-22
DEVON ENERGY CORPORATION   2016-10-12 2018-02-22
HP INC   2013-03-05 2018-02-22
HESS CORP   2016-08-08 2018-02-21
HESS CORP   2016-08-04 2018-02-21
HESS CORP   2016-05-02 2018-02-21
HESS CORP   2016-04-14 2018-02-21
EDISON INTERNATIONAL   2015-09-04 2018-02-21
EDISON INTERNATIONAL   2015-06-26 2018-02-21
JOHNSON & JOHNSON   2013-03-05 2018-02-21
JOHNSON & JOHNSON   2013-03-05 2018-02-20
PRICELINE GROUP INC/THE   2013-05-23 2018-02-16
JOHNSON & JOHNSON   2013-03-05 2018-02-16
FISERV INC   2014-10-08 2018-02-06
FISERV INC   2014-09-09 2018-02-06
ALLSTATE CORP   2017-09-27 2018-02-05
ALLSTATE CORP   2015-08-20 2018-02-05
ALLSTATE CORP   2015-06-08 2018-02-05
NORTHROP GRUMMAN CORP   2015-06-04 2018-01-31
ADOBE INC   2016-07-20 2018-01-26
L3 TECHNOLOGIES INC   2017-03-06 2018-01-25
OSHKOSH CORP   2016-10-14 2018-01-25
OSHKOSH CORP   2016-09-09 2018-01-25
L3 TECHNOLOGIES INC   2015-08-24 2018-01-25
KIMBERLY-CLARK CORP   2017-07-14 2018-01-19
US BANCORP   2017-02-09 2018-01-18
TEXAS INSTRUMENTS INC   2016-07-25 2018-01-18
US BANCORP   2015-02-20 2018-01-18
KIMBERLY-CLARK CORP   2017-07-14 2018-01-17
KIMBERLY-CLARK CORP   2017-06-28 2018-01-17
KIMBERLY-CLARK CORP   2017-06-28 2018-01-16
US BANCORP   2015-02-20 2018-01-16
US BANCORP   2014-02-21 2018-01-16
KIMBERLY-CLARK CORP   2017-06-28 2018-01-12
ROSS STORES INC   2015-10-09 2018-01-12
TYSON FOODS INC-CL A   2016-05-18 2018-01-11
TYSON FOODS INC-CL A   2016-03-24 2018-01-11
TYSON FOODS INC-CL A   2016-03-10 2018-01-11
CVS HEALTH CORP   2018-12-10 2018-12-10
RESIDEO TECHNOLOGIES INC   2018-11-07 2018-11-07
GARRETT MOTION INC   2018-10-09 2018-10-09
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 666   816 -150
b 563   699 -136
c 774   963 -189
d 1,509   1,816 -307
e 249   291 -42
345   353 -8
515   512 3
338   462 -124
445   470 -25
316   310 6
1,214   1,189 25
161   161 0
385   388 -3
1,043   878 165
374   444 -70
574   641 -67
884   635 249
325   262 63
468   561 -93
425   447 -22
828   694 134
57   79 -22
741   1,035 -294
800   918 -118
687   659 28
758   825 -67
886   641 245
649   481 168
64   70 -6
386   433 -47
512   504 8
257   275 -18
504   446 58
129   130 -1
91   61 30
1,018   1,079 -61
1,406   1,192 214
273   182 91
305   264 41
94   83 11
875   718 157
666   598 68
183   158 25
101   87 14
405   350 55
734   562 172
506   432 74
835   821 14
178   243 -65
482   282 200
534   755 -221
620   489 131
405   367 38
106   134 -28
375   270 105
748   507 241
392   270 122
1,512   1,429 83
382   195 187
318   163 155
843   738 105
337   246 91
486   197 289
545   535 10
618   456 162
1,093   996 97
289   218 71
895   609 286
525   261 264
688   548 140
372   425 -53
302   203 99
302   246 56
425   467 -42
533   250 283
556   342 214
98   105 -7
142   87 55
634   686 -52
328   255 73
533   224 309
445   549 -104
1,163   833 330
2,078   1,332 746
813   663 150
268   160 108
1,923   858 1,065
1,242   1,233 9
1,871   1,555 316
556   404 152
635   460 175
850   447 403
283   150 133
1,083   1,040 43
864   677 187
111   93 18
557   442 115
578   365 213
341   368 -27
606   709 -103
1,689   848 841
1,084   685 399
1,020   645 375
75   41 34
548   222 326
1,197   493 704
637   316 321
1,233   361 872
18,090   19,879 -1,789
625   696 -71
7,195   6,732 463
4,980   5,509 -529
30,570   27,253 3,317
1,046   607 439
2,092   789 1,303
417   476 -59
348   369 -21
139   148 -9
208   210 -2
1,120   948 172
560   471 89
1,120   953 167
432   367 65
756   637 119
462   317 145
418   196 222
279   131 148
342   350 -8
23   22 1
46   41 5
15   19 -4
23   29 -6
15   13 2
534   488 46
637   625 12
743   780 -37
849   833 16
956   885 71
45   35 10
540   444 96
537   261 276
489   301 188
601   242 359
317   128 189
452   170 282
46   31 15
394   279 115
1,333   1,106 227
98   70 28
80   44 36
482   277 205
592   446 146
408   264 144
1,061   683 378
181   122 59
723   490 233
181   123 58
1,236   800 436
860   337 523
481   605 -124
421   483 -62
455   481 -26
234   185 49
726   456 270
374   243 131
594   690 -96
1,164   666 498
601   319 282
971   450 521
178   352 -174
1,164   553 611
718   201 517
330   221 109
75   43 32
1,566   709 857
405   297 108
700   470 230
521   334 187
1,217   419 798
640   416 224
1,547   675 872
828   241 587
1,216   419 797
348   385 -37
232   259 -27
533   560 -27
407   453 -46
66   70 -4
328   270 58
593   486 107
263   215 48
412   453 -41
899   1,035 -136
716   481 235
723   592 131
132   108 24
461   270 191
346   197 149
334   340 -6
867   796 71
734   721 13
450   275 175
126   140 -14
568   514 54
388   456 -68
442   498 -56
590   566 24
679   701 -22
451   487 -36
828   796 32
230   234 -4
575   541 34
164   159 5
1,425   1,418 7
789   619 170
325   273 52
812   758 54
331   327 4
564   376 188
145   162 -17
290   451 -161
726   1,078 -352
62   57 5
465   328 137
556   529 27
618   432 186
597   316 281
397   304 93
365   230 135
494   532 -38
396   304 92
622   656 -34
159   121 38
239   187 52
368   456 -88
497   478 19
124   118 6
360   398 -38
531   626 -95
177   204 -27
454   368 86
425   475 -50
656   395 261
377   170 207
377   159 218
515   650 -135
360   479 -119
324   160 164
104   137 -33
1,039   1,289 -250
656   481 175
844   696 148
496   474 22
710   318 392
743   466 277
2,000   1,621 379
1,000   778 222
413   368 45
467   376 91
352   259 93
397   263 134
713   318 395
401   397 4
401   370 31
602   654 -52
1,204   1,292 -88
398   475 -77
343   407 -64
343   405 -62
677   533 144
505   400 105
679   322 357
1,009   802 207
776   641 135
854   619 235
504   242 262
336   159 177
653   395 258
703   423 280
215   222 -7
245   345 -100
276   421 -145
184   267 -83
1,267   547 720
458   559 -101
504   595 -91
458   590 -132
92   114 -22
418   400 18
418   393 25
915   543 372
526   310 216
1,884   796 1,088
1,062   621 441
898   450 448
1,668   847 821
392   364 28
1,471   942 529
1,079   732 347
342   160 182
401   197 204
834   673 161
671   371 300
1,055   610 445
625   322 303
577   623 -46
394   375 19
350   197 153
1,745   1,375 370
117   125 -8
233   264 -31
456   529 -73
287   222 65
401   283 118
451   529 -78
333   195 138
80   66 14
641   535 106
480   398 82
45     45
4     4
8     8
10,984     10,984
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       -150
b       -136
c       -189
d       -307
e       -42
      -8
      3
      -124
      -25
      6
      25
      0
      -3
      165
      -70
      -67
      249
      63
      -93
      -22
      134
      -22
      -294
      -118
      28
      -67
      245
      168
      -6
      -47
      8
      -18
      58
      -1
      30
      -61
      214
      91
      41
      11
      157
      68
      25
      14
      55
      172
      74
      14
      -65
      200
      -221
      131
      38
      -28
      105
      241
      122
      83
      187
      155
      105
      91
      289
      10
      162
      97
      71
      286
      264
      140
      -53
      99
      56
      -42
      283
      214
      -7
      55
      -52
      73
      309
      -104
      330
      746
      150
      108
      1,065
      9
      316
      152
      175
      403
      133
      43
      187
      18
      115
      213
      -27
      -103
      841
      399
      375
      34
      326
      704
      321
      872
      -1,789
      -71
      463
      -529
      3,317
      439
      1,303
      -59
      -21
      -9
      -2
      172
      89
      167
      65
      119
      145
      222
      148
      -8
      1
      5
      -4
      -6
      2
      46
      12
      -37
      16
      71
      10
      96
      276
      188
      359
      189
      282
      15
      115
      227
      28
      36
      205
      146
      144
      378
      59
      233
      58
      436
      523
      -124
      -62
      -26
      49
      270
      131
      -96
      498
      282
      521
      -174
      611
      517
      109
      32
      857
      108
      230
      187
      798
      224
      872
      587
      797
      -37
      -27
      -27
      -46
      -4
      58
      107
      48
      -41
      -136
      235
      131
      24
      191
      149
      -6
      71
      13
      175
      -14
      54
      -68
      -56
      24
      -22
      -36
      32
      -4
      34
      5
      7
      170
      52
      54
      4
      188
      -17
      -161
      -352
      5
      137
      27
      186
      281
      93
      135
      -38
      92
      -34
      38
      52
      -88
      19
      6
      -38
      -95
      -27
      86
      -50
      261
      207
      218
      -135
      -119
      164
      -33
      -250
      175
      148
      22
      392
      277
      379
      222
      45
      91
      93
      134
      395
      4
      31
      -52
      -88
      -77
      -64
      -62
      144
      105
      357
      207
      135
      235
      262
      177
      258
      280
      -7
      -100
      -145
      -83
      720
      -101
      -91
      -132
      -22
      18
      25
      372
      216
      1,088
      441
      448
      821
      28
      529
      347
      182
      204
      161
      300
      445
      303
      -46
      19
      153
      370
      -8
      -31
      -73
      65
      118
      -78
      138
      14
      106
      82
      45
      4
      8
      10,984
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 50,849
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 125,912 857,256 0.146878
2016 129,019 868,497 0.148554
2015 121,325 1,009,008 0.120242
2014 100,946 1,056,941 0.095508
2013 76,398 1,033,574 0.073916
2
Total of line 1, column (d) .....................
2
0.585098
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
0.117020
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
800,648
5
Multiply line 4 by line 3......................
5
93,692
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
627
7
Add lines 5 and 6........................
7
94,319
8
Enter qualifying distributions from Part XII, line 4,.............
8
118,505
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 1 627
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........................... 3 627
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- ..... 5 627
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,374
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,374
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 10 747
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet747 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)
    bulletNY
    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 ofbulletPERELSON WEINER Telephone no.bullet (212) 605-3100

    Located atbullet299 PARK AVENUE 2ND FLOORNEW YORKNY ZIP+4bullet10171
    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
     
    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). Click to see attachment
    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
    MICHAEL STONE TREASURER
    10.00     		0 0 0
    320 EAST 72ND STREET APT 16/17A
    NEW YORK,NY10021
    PATRICIA GRODD DIRECTOR
    10.00     		0 0 0
    320 EAST 72ND STREET APT 16/17A
    NEW YORK,NY10021
    NICHOLAS STONE DIRECTOR
    10.00     		0 0 0
    320 EAST 72ND STREET APT 16/17A
    NEW YORK,NY10021
    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  
    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
    804,318
    b
    Average of monthly cash balances.......................
    1b
    8,523
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    812,841
    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
    812,841
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    12,193
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    800,648
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    40,032
    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
    40,032
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    627
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    627
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    39,405
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    39,405
    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
    39,405
    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
    118,505
    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
    118,505
    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
    627
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    117,878
    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 39,405
    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...... 25,423
    b From 2014...... 49,357
    c From 2015...... 72,063
    d From 2016...... 86,168
    e From 2017...... 84,181
    fTotal of lines 3a through e........ 317,192
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 118,505
    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..... 39,405
    e Remaining amount distributed out of corpus 79,100
    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 5 396,292
    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) ...     		25,423
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		370,869
    10 Analysis of line 9:
    a Excess from 2014.... 49,357
    b Excess from 2015.... 72,063
    c Excess from 2016.... 86,168
    d Excess from 2017.... 84,181
    e Excess from 2018.... 79,100
    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).)
    MICHAEL STONE
    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
    FIRST BOOK
    1319 F STREET NW STE 1000
    WASHINGTON,DC20004     		NONE PUBLIC CHARITY GENERAL 250
    GEORGIA LEGAL SERVICES PROGRAM INC
    104 MARIETTA STREET STE 250
    ATLANTA,GA30303     		NONE PUBLIC CHARITY GENERAL 250
    GILDA'S CLUB NYC
    195 W HOUSTON STREET
    NEW YORK,NY10014     		NONE PUBLIC CHARITY GENERAL 500
    KENYON COLLEGE
    103 COLLEGE ROAD
    GAMBIER,OH43022     		NONE PUBLIC CHARITY GENERAL 10,000
    OUR HOUSE INC
    76 FLORAL AVE
    MURRAY HILL,NJ07974     		NONE PUBLIC CHARITY GENERAL 500
    PEN AMERICAN CENTER
    588 BROADWAY SUITE 303
    NEW YORK,NY10012     		NONE PUBLIC CHARITY GENERAL 15,000
    POETS HOUSE
    10 RIVER TERRACE
    NEW YORK,NY10282     		NONE PUBLIC CHARITY GENERAL 15,000
    SCHOOL FOR ADVANCED RESEARCH
    PO BOX 2188
    SANTA FE,NM87504     		NONE PUBLIC CHARITY GENERAL 2,500
    SECOND HELPINGS ATLANTA INC
    PO BOX 720582
    ATLANTA,GA30358     		NONE PUBLIC CHARITY GENERAL 500
    THE ACADEMY OF AMERICAN POETS
    175 MAIDEN LANE SUITE 901
    NEW YORK,NY10038     		NONE PUBLIC CHARITY GENERAL 25,000
    THE COUNCIL OF LITERARY MAGAZINES AND PRESSES
    154 CHRISTOPHER STREET SUITE 3C
    NEW YORK,NY10014     		NONE PUBLIC CHARITY GENERAL 500
    THE NEW YORK PUBLIC LIBRARY
    445 FIFTH AVENUE
    NEW YORK,NY10016     		NONE PUBLIC CHARITY GENERAL 500
    THE PECONIC TRUST
    PO BOX 1776
    SOUTHAMPTON,NY11969     		NONE PUBLIC CHARITY GENERAL 500
    THE WORDSWORTH TRUST
    DOVE COTTAGE
      GRASMERELA22 9SH
    UK     		NONE PUBLIC CHARITY GENERAL 10,000
    THINK LIKE A GENIUS FOUNDATION
    S YOSEMITE STREET F2 200
    GREENWOOD VILLAGE,CO80111     		NONE PUBLIC CHARITY GENERAL 6,250
    TRUSTEES OF HAMILTON COLLEGE
    198 COLLEGE HILL ROAD
    CLINTON,NY13323     		NONE PUBLIC CHARITY GENERAL 10,000
    YEAR UP
    93 SUMMER STREET 5TH FLOOR
    BOSTON,MA02110     		NONE PUBLIC CHARITY GENERAL 21,000
    Total .................................bullet 3a 118,250
    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 13,827  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 50,849  
    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 64,676 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    64,676
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    STONEGRODD FAMILY FOUNDATION
     
    Employer identification number

    46-1594782
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    STONEGRODD FAMILY FOUNDATION
          		Employer identification number
    46-1594782
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    MICHAEL STONEPATRICIA GRODD  
    320 EAST 72ND STREET APT 16/17A
     
    NEW YORK, NY10021

    		$ 100


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    STONEGRODD FAMILY FOUNDATION
          		Employer identification number

    46-1594782
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    STONEGRODD FAMILY FOUNDATION
          		Employer identification number

    46-1594782
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

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

    TY 2018 ExpenditureResponsibilityStmt
    Name:
    STONEGRODD FAMILY FOUNDATION
    EIN:
    46-1594782
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    THE WORDSWORTH TRUST
          		DOVE COTTAGE A591
      GRASMERE CUMBRIALA22 9SH
    UK     		2018-12-22 10,000 GENERAL CHARITABLE PURPOSE 10,000 NO VARIOUS 2019-02-22 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. THE STONE/GRODD FAMILY FOUNDATION DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. (REG 53.495-5(C)).

    TY 2018 GeneralExplanationAttachment
    Name:
    STONEGRODD FAMILY FOUNDATION
    EIN:
    46-1594782
    Identifier Return Reference Explanation
    STATEMENT REQUIRED BY REG. 53.4945-5(D) FORM 990-PF, PART XV(SUPPLEMENTARY INFORMATION): INFORMATION WITH RESPECT TO EXPENDITURE RESPONSIBILITY GRANTS (1) GRANTEE: THE WORDSWORTH TRUST DOVE COTTAGE,GRASMERE CUMBRIA,LA22 9SH(2) DATE PAID IN CURRENT TAX YEAR: $10,000 PAID ON DECEMBER 22, 2018. (3) TOTAL PAID: $10,000 PAID ON JULY 23, 2015 $10,000 PAID ON JANUARY 11, 2016 $10,000 PAID ON DECEMBER 26 2016 $10,000 PAID ON DECEMBER 19, 2017 $10,000 PAID ON DECEMBER 22, 2018 $50,000 TOTAL (4) PURPOSE: GENERAL CHARITABLE PURPOSE.(5) AMOUNT OF GRANT SPENT BY GRANTEE: $50,000(6) DIVERSION: TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT FURNISHED BY THE GRANTEE, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. (7) VERIFICATION : THE STONE/GRODD FAMILY FOUNDATION DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. (REG. 53.4945-5(C)).

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    STONEGRODD FAMILY FOUNDATION
    EIN:
    46-1594782
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BERNSTEIN - MARKETABLE SECURITIES 604,741 618,184

    TY 2018 OtherExpensesSchedule
    Name:
    STONEGRODD FAMILY FOUNDATION
    EIN:
    46-1594782
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEES 100 0   100
    BROKER MANAGEMENT FEES 1,621 1,621   0
    BANK SERVICE FEES 155 0   155


    TY 2018 TaxesSchedule
    Name:
    STONEGRODD FAMILY FOUNDATION
    EIN:
    46-1594782
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 351 351   0
    FEDERAL EXCISE TAX 1,500 0   0