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
THE GEORGE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2627 JOHNSTON ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43220
A Employer identification number

31-1030194
B Telephone number (see instructions)

(614) 228-1541
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$6,958,710J 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 2 2 2
4 Dividends and interest from securities... 350,405 350,405 350,405
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -46,103
b Gross sales price for all assets on line 6a 893,395
7 Capital gain net income (from Part IV, line 2)...  
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........ 304,304 350,407 350,407
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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 4,775 4,775 4,775  
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,580      
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 596 596 596  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,951 5,371 5,371 0
25 Contributions, gifts, grants paid....... 413,005 413,005
26 Total expenses and disbursements. Add lines 24 and 25 421,956 5,371 5,371 413,005
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -117,652
b Net investment income (if negative, enter -0-) 345,036
c Adjusted net income (if negative, enter -0-)... 345,036
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............. 10,285 15,762 15,762
2 Savings and temporary cash investments......... 114,500 117,709 117,709
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) 2,260,761 Click to see attachment2,227,281 2,253,751
b Investments—corporate stock (attach schedule)....... 558,710 Click to see attachment593,954 2,925,590
c Investments—corporate bonds (attach schedule)....... 1,826,425 Click to see attachment1,698,323 1,645,898
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) 4,770,681 4,653,029 6,958,710
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
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 4,770,681 4,653,029
30 Total net assets or fund balances (see instructions)..... 4,770,681 4,653,029
31 Total liabilities and net assets/fund balances (see instructions). 4,770,681 4,653,029
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,770,681
2
Enter amount from Part I, line 27a .....................
2
-117,652
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,653,029
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,653,029
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 PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 893,395   939,498 -46,103
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -46,103
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -46,103
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 408,600 7,343,890 0.055638
2016 396,308 7,334,093 0.054036
2015 404,357 7,260,829 0.055690
2014 404,819 7,456,209 0.054293
2013 405,988 7,456,913 0.054445
2
Total of line 1, column (d) .....................
2
0.274102
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
0.054820
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
7,109,940
5
Multiply line 4 by line 3......................
5
389,767
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,450
7
Add lines 5 and 6........................
7
393,217
8
Enter qualifying distributions from Part XII, line 4,.............
8
413,005
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 3,450
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,450
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,450
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,270
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,270
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 180
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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 ofbulletJACK GEORGE Telephone no.bullet (614) 228-1541

    Located atbullet2627 JOHNSTON ROADUPPER ARLINGTONOH ZIP+4bullet43220
    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
     
     
    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
    JACK GEORGE PRESIDENT
    3.00     		0 0 0
    2627 JOHNSTON ROAD
    UPPER ARLINGTON,OH43220
    JOAN GEORGE SEC/TREAS
    3.00     		0 0 0
    2627 JOHNSTON ROAD
    UPPER ARLINGTON,OH43220
    CAROL GEORGE TRUSTEE
    1.00     		0 0 0
    4927 STONEHAVEN DRIVE
    COLUMBUS,OH43220
    SARAH GEORGE TRUSTEE
    1.00     		0 0 0
    453 ELM AVENUE
    GLENDALE,MO63122
    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  
    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.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,111,911
    b
    Average of monthly cash balances.......................
    1b
    106,302
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,218,213
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    7,218,213
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    108,273
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,109,940
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    355,497
    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
    355,497
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,450
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,450
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    352,047
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    352,047
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    352,047
    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
    413,005
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    413,005
    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
    3,450
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    409,555
    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 7 352,047
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 40,706
    b From 2014...... 39,801
    c From 2015...... 48,592
    d From 2016...... 36,497
    e From 2017...... 47,945
    fTotal of lines 3a through e........ 213,541
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 413,005
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 352,047
    e Remaining amount distributed out of corpus 60,958
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 274,499
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		40,706
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		233,793
    10 Analysis of line 9:
    a Excess from 2014.... 39,801
    b Excess from 2015.... 48,592
    c Excess from 2016.... 36,497
    d Excess from 2017.... 47,945
    e Excess from 2018.... 60,958
    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:
    JACK GEORGE
    PO BOX 21609
    COLUMBUS,OH43221
    (614) 451-5468
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER - NONE REQUIRED
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    ALLEY CAT ALLIES
    ALLEY CAT ALLIES
    BOX 98179
    BOX 98179
    WASHINGTON,DC20077     		    CHARITABLE 150
    AMERICAN RIVERS
    AMERICAN RIVERS
    801 PENNSYLVANIA AVE SE
    801 PENNSYLVANIA AVE SE
    WASHINGTON,DC20077     		    CHARITABLE 100
    ARCHAEOLOGICAL CONSERVANCY
    ARCHAEOLOGICAL CONSERVANCY
    5301 CENTRAL AVENUE NE
    5301 CENTRAL AVENUE NE
    ALBUQUEQUE,NM87108     		    CHARITABLE 50
    ASPCA
    ASPCA
    BOX 96929
    BOX 96929
    WASHINGTON,DC20077     		    CHARITABLE 150
    AUDUBON CENTER FOR BIRDS OF PREY
    AUDUBON CENTER FOR BIRDS OF PREY
    1101 AUDUBON WAY
    1101 AUDUBON WAY
    MAITLAND,FL32751     		    CHARITABLE 400
    BALLET METROPOLITAN
    BALLET METROPOLITAN
    322 MT VERNON AVE
    322 MT VERNON AVE
    COLUMBUS,OH43215     		    CHARITABLE 30,000
    BAT CONSERVATION INTERNATIONAL
    BAT CONSERVATION INTERNATIONAL
    BOX 149010
    BOX 149010
    AUSTIN,TX78714     		    CHARITABLE 250
    CAHOKIA MOUNDS MUSEUM SOCIETY
    CAHOKIA MOUNDS MUSEUM SOCIETY
    30 RAMEY STREET
    30 RAMEY STREET
    COLLINSVILLE,IL62234     		    CHARITABLE 50
    CAPA
    CAPA
    55 E STATE STREET
    55 E STATE STREET
    COLUMBUS,OH43215     		    CHARITABLE 60
    CAPITAL AREA HUMANE SOCIETY
    CAPITAL AREA HUMANE SOCIETY
    3015 SCIOTO DARBY
    3015 SCIOTO DARBY
    HILLIARD,OH43026     		    CHARITABLE 1,100
    CENTER OF SCIENCE & INDUSTRY
    CENTER OF SCIENCE & INDUSTRY
    333 W BROAD STREET
    333 W BROAD STREET
    COLUMBUS,OH43215     		    CHARITABLE 110
    CINCINNATI MUSEUM OF ART
    CINCINNATI MUSEUM OF ART
    EDEN PARK
    EDEN PARK
    CINCINNATI,OH45202     		    CHARITABLE 100
    CLEVELAND MUSEUM OF ART
    CLEVELAND MUSEUM OF ART
    BOX 606054
    BOX 606054
    CLEVELAND,OH44106     		    CHARITABLE 175
    COLONIAL WILLIAMSBURG FOUNDATION
    COLONIAL WILLIAMSBURG FOUNDATION
    BOX 1776
    BOX 1776
    WILLIAMSBURG,VA23187     		    CHARITABLE 50
    COLONY CATS & DOGS RESCUE
    COLONY CATS & DOGS RESCUE
    BOX 163904
    BOX 163904
    COLUMBUS,OH43216     		    CHARITABLE 200
    COLUMBUS AUDUBON SOCIETY
    COLUMBUS AUDUBON SOCIETY
    505 W WHITTIER STREET
    505 W WHITTIER STREET
    COLUMBUS,OH43215     		    CHARITABLE 50
    COLUMBUS CHAMBER MUSIC SOCIETY
    COLUMBUS CHAMBER MUSIC SOCIETY
    4131 N HIGH STREET
    4131 N HIGH STREET
    COLUMBUS,OH43215     		    CHARITABLE 500
    COLUMBUS MUSEUM OF ART
    COLUMBUS MUSEUM OF ART
    480 E BROAD STREET
    480 E BROAD STREET
    COLUMBUS,OH43215     		    CHARITABLE 1,000
    COLUMBUS SYMPHONY ORCHESTRA
    COLUMBUS SYMPHONY ORCHESTRA
    55 E STATE STREET
    55 E STATE STREET
    COLUMBUS,OH43215     		    CHARITABLE 285,250
    COLUMBUS ZOO
    COLUMBUS ZOO
    BOX 400
    BOX 400
    POWELL,OH43065     		    CHARITABLE 660
    CORNELL LABORATORY OF ORNITHOLOGY
    CORNELL LABORATORY OF ORNITHOLOGY
    159 SAPSUCKER WOODS RD
    159 SAPSUCKER WOODS RD
    ITHICA,NY14850     		    CHARITABLE 180
    COZY CAT COTTAGE
    COZY CAT COTTAGE
    62 VILLAGE POINTE DR
    62 VILLAGE POINTE DR
    POWELL,OH43065     		    CHARITABLE 150
    CRANE HOLLOW NATURE PRESERVE
    CRANE HOLLOW NATURE PRESERVE
    18038 ST ROUTE 374
    18038 ST ROUTE 374
    ROCKBRIDGE,OH43149     		    CHARITABLE 50
    CROW CANYON ARCHEOLOGY CENTER
    CROW CANYON ARCHEOLOGY CENTER
    DEPT NH
    DEPT NH
    CORTEZ,CO81321     		    CHARITABLE 1,000
    ENVIRONMENTAL DEFENSE
    ENVIRONMENTAL DEFENSE
    BOX 5055
    BOX 5055
    HAGERSTOWN,MD21741     		    CHARITABLE 100
    FRANKLIN PARK CONSERVATORY
    FRANKLIN PARK CONSERVATORY
    1777 E BROAD STREET
    1777 E BROAD STREET
    COLUMBUS,OH43203     		    CHARITABLE 100
    FRIENDS OF DREXEL THEATRE
    FRIENDS OF DREXEL THEATRE
    55 E STATE STREET
    55 E STATE STREET
    COLUMBUS,OH43215     		    CHARITABLE 100
    FRIENDS OF NATURAL HISTORY FOUNDATI
    FRIENDS OF NATURAL HISTORY FOUNDATION
    105 W HIGHWAY 54
    105 W HIGHWAY 54
    DURHAM,NC27713     		    CHARITABLE 50
    GREAT SMOKEY MTN HISTORY SOCIETY
    GREAT SMOKEY MTN HISTORY SOCIETY
    115 PARK ROAD
    115 PARK ROAD
    GATLINBURG,TN37738     		    CHARITABLE 100
    KALONA HISTORICAL SOCIETY
    KALONA HISTORICAL SOCIETY
    BOX 292
    BOX 292
    KALONA,IA52246     		    CHARITABLE 5,000
    LEAGUE OF WOMEN VOTERS
    LEAGUE OF WOMEN VOTERS
    BOX 98050
    BOX 98050
    WASHINGTON,DC20090     		    CHARITABLE 100
    MCBRIDE RAPTOR PROJECT
    MCBRIDE RAPTOR PROJECT
    216 FIELD HOUSE UNIV OF I
    216 FIELD HOUSE UNIV OF I
    IOWA CITY,IA52241     		    CHARITABLE 100
    MID OHIO FOOD BANK
    MID OHIO FOOD BANK
    1625 W MOUND STREET
    1625 W MOUND STREET
    COLUMBUS,OH43223     		    CHARITABLE 100
    MISSOURI BOTANICAL GARDEN
    MISSOURI BOTANICAL GARDEN
    BOX 17419
    BOX 17419
    ST LOUIS,MO63178     		    CHARITABLE 190
    MISSOURI HISTORICAL SOCIETY
    MISSOURI HISTORICAL SOCIETY
    BOX 11904
    BOX 11904
    ST LOUIS,MO63112     		    CHARITABLE 75
    MISSOURI HUMANE SOCIETY
    MISSOURI HUMANE SOCIETY
    1201 MACKLAND AVENUE
    1201 MACKLAND AVENUE
    ST LOUIS,MO63110     		    CHARITABLE 150
    NAACP
    NAACP
    BOX 17210
    BOX 17210
    BALTIMORE,MD21298     		    CHARITABLE 100
    NATIONAL PARKS & CONSERVATION ASSOC
    NATIONAL PARKS & CONSERVATION ASSOC
    BOX 96918 1015 35TH ST NW
    BOX 96918 1015 35TH ST NW
    WASHINGTON,DC20077     		    CHARITABLE 200
    NATURAL RESOURCES DEFENSE COUNCIL
    NATURAL RESOURCES DEFENSE COUNCIL
    BOX 1830
    BOX 1830
    MERRIFIELD,VA22116     		    CHARITABLE 100
    NATURE CONSERVANCY
    NATURE CONSERVANCY
    BOX 79181
    BOX 79181
    BALTIMORE,MD21279     		    CHARITABLE 150
    NORTH AMERICAN BUTTERFLY ASSOC
    NORTH AMERICAN BUTTERFLY ASSOC
    4 DELAWARE ROAD
    4 DELAWARE ROAD
    MORRISTOWN,NJ07960     		    CHARITABLE 100
    OHIO ENVIRONMENTAL COUNCIL
    OHIO ENVIRONMENTAL COUNCIL
    400 DUBLIN AVENUE
    400 DUBLIN AVENUE
    COLUMBUS,OH43215     		    CHARITABLE 100
    OHIO HISTORICAL SOCIETY
    OHIO HISTORICAL SOCIETY
    800 E 17TH AVENUE
    800 E 17TH AVENUE
    COLUMBUS,OH43211     		    CHARITABLE 50
    OHIO STATE UNIV COSTUMES & TEXTILES
    OHIO STATE UNIV COSTUMES & TEXTILES
    1787 NEIL AVENUE
    1787 NEIL AVENUE
    COLUMBUS,OH43215     		    CHARITABLE 50
    OHIO WILDLIFE CENTER
    OHIO WILDLIFE CENTER
    2661 BILLINGSLEY ROAD
    2661 BILLINGSLEY ROAD
    WORTHINGTON,OH43235     		    CHARITABLE 150
    OTTERBEIN UNIVERSITY THEATRE
    OTTERBEIN UNIVERSITY THEATRE
    ONE SOUTH GROVE STREET
    ONE SOUTH GROVE STREET
    WESTERVILLE,OH43081     		    CHARITABLE 100
    PHILLIPS COLLECTION
    PHILLIPS COLLECTION
    1600 21ST STREET NW
    1600 21ST STREET NW
    WASHINGTON,DC20009     		    CHARITABLE 100
    PLANNED PARENTHOOD
    PLANNED PARENTHOOD
    810 7TH AVENUE
    810 7TH AVENUE
    NEW YORK,NY10019     		    CHARITABLE 200
    PRO MUSICA
    PRO MUSICA
    444 E BROAD STREET
    444 E BROAD STREET
    COLUMBUS,OH43215     		    CHARITABLE 1,000
    SIERRA CLUB FOUNDATION
    SIERRA CLUB FOUNDATION
    85 SECOND STREET SUITE 75
    85 SECOND STREET SUITE 75
    SAN FRANCISCO,CA94105     		    CHARITABLE 1,000
    SMITHSONIAN INSTITUTION
    SMITHSONIAN INSTITUTION
    BOX 55573
    BOX 55573
    BOULDER,CO80321     		    CHARITABLE 75
    ST LOUIS ART MUSEUM
    ST LOUIS ART MUSEUM
    BOX 78871
    BOX 78871
    ST LOUIS,MO63178     		    CHARITABLE 235
    ST LOUIS SCIENCE CENTER
    ST LOUIS SCIENCE CENTER
    BOX 790048
    BOX 790048
    ST LOUIS,MO63179     		    CHARITABLE 60
    ST LOUIS ZOO
    ST LOUIS ZOO
    1 GOVERNMENT DRIVE
    1 GOVERNMENT DRIVE
    ST LOUIS,MO63110     		    CHARITABLE 200
    SUNDAY AT CENTRAL
    SUNDAY AT CENTRAL
    355 WEST 7TH AVE
    355 WEST 7TH AVE
    COLUMBUS,OH43201     		    CHARITABLE 100
    TEXTILE MUSEUM
    TEXTILE MUSEUM
    2033 K ST NW
    2033 K ST NW
    WASHINGTON,DC20006     		    CHARITABLE 60
    THE COLUMBUS FOUNDATION
    THE COLUMBUS FOUNDATION
    1234 EAST BROAD STREET
    1234 EAST BROAD STREET
    COLUMBUS,OH43205     		    CHARITABLE 50,000
    TOLEDO MUSEUM OF ART
    TOLEDO MUSEUM OF ART
    BOX 1013
    BOX 1013
    TOLEDO,OH43697     		    CHARITABLE 100
    UNITED WAY OF CENTRAL OHIO
    UNITED WAY OF CENTRAL OHIO
    360 SOUTH THIRD STREET
    360 SOUTH THIRD STREET
    COLUMBUS,OH43215     		    CHARITABLE 500
    UPPER ARLINGTON PUBLIC LIBRARY
    UPPER ARLINGTON PUBLIC LIBRARY
    2800 TREMONT ROAD
    2800 TREMONT ROAD
    UPPER ARLINGTON,OH43221     		    CHARITABLE 100
    WEXNER CENTER
    WEXNER CENTER
    N HIGH ST AT 15TH AVE
    N HIGH ST AT 15TH AVE
    COLUMBUS,OH43210     		    CHARITABLE 75
    WORLD WILDLIFE FUND
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    1250 24TH STREET NW
    WASHINGTON,DC20077     		    CHARITABLE 150
    WOSU STATIONS FUND
    WOSU STATIONS FUND
    2400 OLENTANGY RIVER ROAD
    2400 OLENTANGY RIVER ROAD
    COLUMBUS,OH43215     		    CHARITABLE 30,000
    Total .................................bullet 3a 413,005
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 2  
    4 Dividends and interest from securities....     14 350,405  
    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 ............     		    14 -46,103  
    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)..   304,304  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    304,304
    (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:
    THE GEORGE FOUNDATION
    EIN:
    31-1030194
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 4,775 4,775 4,775  

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE GEORGE FOUNDATION
    EIN:
    31-1030194
    Name of Bond End of Year Book Value End of Year Fair Market Value
    APPALACHIAN POWER CO 5/33 113,123 112,824
    AT&T INC 8/37    
    BANC ONE CORP SUB NOTES 3/19 58,701 50,420
    BANC ONE CORP SUB NOTES 7/25 45,867 47,060
    CINCINNATI FINANCIAL CORP DEBS 5/28 113,760 120,438
    EXPRESS SCRIPTS HLDG CO 2/26 101,478 101,353
    FORD MOTOR COMPANY 12/26 99,263 89,081
    GTE CORP DEBS NOW VERIZON 4/18    
    GENERAL ELECTRIC CAPITAL CORP 5/18    
    GENERAL MOTORS FINANCIAL CO 1/25 100,000 93,542
    HUNTINGDON NATIONAL BANK SUB NOTES 6    
    INDIANA MICHIGAN POWER SENIOR NOTES    
    L BRANDS INC 7/36 101,620 81,500
    MERRILL LYNCH & CO BONDS 7/18    
    NATIONAL CITY BANK CORP NOTE 5/19 101,299 101,372
    ONEOK INC 9/28 256,715 270,386
    PACIFIC GAS & ELEC CO 12/27 90,499 81,605
    SAFEWAY INC SR DEBS 9/27 104,056 86,000
    SOUTH CAROLINA ELEC GAS 2/32 121,858 121,244
    SWISS RE SOLUTIONS HLDG CORP NOTES 3 108,896 100,441
    WILLIAMS COS 6/31 123,627 120,796
    ZURICH REINSURANCE SENIOR NOTES 57,561 67,836

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE GEORGE FOUNDATION
    EIN:
    31-1030194
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCO BRANDS CORP 460 1,912
    AT&T INC 25,572 113,075
    AMERICAN ELECTRIC POWER INC 23,884 134,532
    ANDARKO PETROLEUM CORP   37,089
    AVANOS MEDICAL INC 1,427 11,198
    BLACKROCK CORE BOND TRUST 50,082 42,700
    CENTURYLINK 3,004 970
    CHEVRON CORP 18,557 251,305
    CINCINNATI FINANCIAL CORP 18,862 221,963
    COMCAST CORP 5,429 33,982
    DUKE ENERGY CORP 11,443 34,347
    ENBRIDGE 40,315 48,858
    EXXON MOBILE CORP 15,052 163,656
    FIRST ENERGY CORP 20,306 62,596
    FORTUNE BRANDS HOME & SECURITY INC 1,563 45,588
    FRONTIER COMMUNICATIONS CORP 896 69
    GATX CORPORATION 13,500 70,810
    GENERAL ELECTRIC CO 16,445 54,504
    GLASSBRIDGE ENTERPRISES INC 1,235 1
    INGREDION INC   45,700
    INTERNATIONAL BUSINESS MACHINES CORP 26,348 113,670
    KELLOGG COMPANY 13,054 57,010
    KIMBERLY-CLARK CORPORATION 32,940 227,880
    NEENAH PAPER INC 560 3,535
    NOKIA CORPORATION 2,180 437
    NORFOLK SOUTHERN CORP 16,569 269,172
    NUVEEN PFD INC OPP FUND 117,968 102,582
    OGE ENERGY CORPORATION 17,296 156,760
    PFIZER INC   137,585
    SCHWEITZER MAUDUIT INTL INC 99 5,010
    TENNECO AUTOMOTIVE INC 1,396 1,917
    3M CO 30,110 190,540
    VERIZON COMMUNICATIONS 14,011 112,496
    VODAFONE GROUP PLC NEW SPNSD ADR 34,653 24,331
    XCEL ENERGY INC 18,738 147,810

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE GEORGE FOUNDATION
    EIN:
    31-1030194
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


    2,227,281
    State & Local Government Securities - End of Year Fair Market Value:


    2,253,751


    TY 2018 OtherExpensesSchedule
    Name:
    THE GEORGE FOUNDATION
    EIN:
    31-1030194
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    MISCELLANEOUS 255 255 255  
    OFFICE 341 341 341  


    TY 2018 TaxesSchedule
    Name:
    THE GEORGE FOUNDATION
    EIN:
    31-1030194
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LICENSES & TAXES 3,580