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
RICHARD BROOKE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)17310 WRIGHT ST NO 202
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OMAHA, NE68130
A Employer identification number

47-2497511
B Telephone number (see instructions)

(402) 973-3030
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$79,131,898J 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 713 713  
4 Dividends and interest from securities... 145,408 145,408  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 284,220
b Gross sales price for all assets on line 6a 3,660,324
7 Capital gain net income (from Part IV, line 2)... 284,220
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........ 430,341 430,341  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 108,700 108,700   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 17,150 17,150   0
16a Legal fees (attach schedule)......... Click to see attachment 10,000 10,000   0
b Accounting fees (attach schedule)....... Click to see attachment 3,785 3,785   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,596 8,368   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 9,248 0  
20 Occupancy.............. 43,540 43,540   0
21 Travel, conferences, and meetings....... 2,778 2,778   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 15,086 15,086   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 221,883 209,407   0
25 Contributions, gifts, grants paid....... 3,812,599 3,812,599
26 Total expenses and disbursements. Add lines 24 and 25 4,034,482 209,407   3,812,599
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,604,141
b Net investment income (if negative, enter -0-) 220,934
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......... 191,067 30,031 30,031
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)....... 55,511,823 Click to see attachment52,435,393 79,074,400
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 bullet71,489
Less: accumulated depreciation (attach schedule) bullet45,712 28,548 Click to see attachment25,777 25,777
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment1,690 Click to see attachment1,690
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 55,731,438 52,492,891 79,131,898
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) Click to see attachment2,450 Click to see attachment2,907
23 Total liabilities (add lines 17 through 22)......... 2,450 2,907
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 55,728,988 52,489,984
30 Total net assets or fund balances (see instructions)..... 55,728,988 52,489,984
31 Total liabilities and net assets/fund balances (see instructions). 55,731,438 52,492,891
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
55,728,988
2
Enter amount from Part I, line 27a .....................
2
-3,604,141
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
365,137
4
Add lines 1, 2, and 3 ..........................
4
52,489,984
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
52,489,984
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 WEITZ CORE PLUS P 2017-12-27 2018-06-19
b WEITZ PARTNERS P 2017-12-27 2018-06-29
c WEITZ PARTNERS P 2017-12-27 2018-10-22
d WEITZ CORE PLUS P 2015-02-18 2018-06-19
e WEITZ PARTNERS P 2015-02-17 2018-04-05
WEITZ PARTNERS P 2015-02-17 2018-06-29
WEITZ PARTNERS P 2015-02-17 2018-10-22
WEITZ PARTNERS P 2015-02-17 2018-11-14
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 67,590   67,843 -253
b 223,248   223,248 0
c 222,383   228,298 -5,915
d 7,410   7,432 -22
e 990,000   1,088,408 -98,408
776,752   877,139 -100,262
677,617   768,171 -90,554
100,000   115,690 -15,690
595,324     595,324
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       -253
b       0
c       -5,915
d       -22
e       -98,408
      -100,262
      -90,554
      -15,690
      595,324
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 2 284,220
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 3,676,193 74,583,774 0.049289
2016 3,140,589 66,151,893 0.047475
2015 3,204,924 62,514,841 0.051267
2014 0 0 0.000000
2013      
2
Total of line 1, column (d) .....................
2
0.148031
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
0.037008
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
80,403,156
5
Multiply line 4 by line 3......................
5
2,975,560
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,209
7
Add lines 5 and 6........................
7
2,977,769
8
Enter qualifying distributions from Part XII, line 4,.............
8
3,812,599
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 2,209
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 2,209
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 2,209
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,000
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 2,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 209
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$ 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)
    bulletNE
    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 addressbulletWWW.RICHARDBROOKE.ORG
    14
    The books are in care ofbulletMELINDA DRICKEY Telephone no.bullet (402) 973-3025

    Located atbullet17310 WRIGHT STREET SUITE 202OMAHANE ZIP+4bullet68130
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MELINDA DRICKEY EXECUTIVE DIRECTOR & TREAS
    40.00     		108,700 17,150 0
    17310 WRIGHT ST STE 202
    OMAHA,NE68130
    NEAL DRICKEY SECRETARY
    5.00     		0 0 0
    17310 WRIGHT ST STE 202
    OMAHA,NE68130
    ANNE DRICKEY PRESIDENT
    5.00     		0 0 0
    17310 WRIGHT ST STE 202
    OMAHA,NE68130
    ROBERT DRICKEY VICE PRESIDENT
    5.00     		0 0 0
    17310 WRIGHT ST STE 202
    OMAHA,NE68130
    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
    81,562,556
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    65,014
    d
    Total (add lines 1a, b, and c).........................
    1d
    81,627,570
    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
    81,627,570
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,224,414
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    80,403,156
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,020,158
    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
    4,020,158
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,209
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,209
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,017,949
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,017,949
    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
    4,017,949
    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
    3,812,599
    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
    3,812,599
    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
    2,209
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,810,390
    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 4,017,949
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 90,266
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 3,812,599
    a Applied to 2017, but not more than line 2a 90,266
    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..... 3,722,333
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		295,616
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    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 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
    ACLU OF NEBRASKA
    941 O ST 706
    LINCOLN,NE68508     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 30,000
    AMERICAN MIDWEST BALLET
    918 S 37TH STREET
    OMAHA,NE68105     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 100,000
    ANIMAL ACTION LEAGUE
    PO BOX 1413
    JOSHUA TREE,CA92252     		NONE PUBLIC CHARITY EAST VALLEY SPAY/NEUTER PROGRAM 51,000
    ANIMAL SAMARITANS
    72-120 PET LAND PLACE
    THOUSAND PALMS,CA92276     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 49,779
    ASSITANCE LEAGUE OF OMAHA
    3569 LEAVENWORTH STREET
    OMAHA,NE68105     		NONE PUBLIC CHARITY OPERATION SCHOOL BELL 75,000
    AVENUE SCHOLARS FOUNDATION
    7101 MERCY ROAD SUITE 240
    OMAHA,NE68106     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 75,000
    BASIC ASSISTANCE FOR STUDENTS IN THE COMMUNITY
    PO BOX 1914
    BORREGO SPRINGS,CA92004     		NONE PUBLIC CHARITY READING, ESL, AND MATH ACADEMICS 50,000
    BIG BROTHERSBIG SISTERS OF THE MIDLANDS
    10831 OLD MILL RD SUITE 400
    OMAHA,NE68154     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 30,000
    BORREGO SPRINGS UNIFIED SCHOOL DISTRICT
    1315 PALM CANYON DRIVE
    BORREGO SPRINGS,CA92004     		NONE PUBLIC SCHOOL FIELD TRIPS, INSTRUMENTS AND SUMMER PROGRAM 50,000
    BOYS AND GIRLS CLUB OF GREATER SAN DIEGO
    PO BOX 178569
    SAN DIEGO,CA92177     		NONE PUBLIC CHARITY SUMMER 2018 FIELD TRIPS 27,000
    BOYS AND GIRLS CLUB OF THE COACHELLA VALLEY
    42600 COOK ST SUITE 120
    PALM DESERT,CA92211     		NONE PUBLIC CHARITY DIPLOMAS TO DEGREES PROGRAM 25,000
    BROWNELL-TALBOT SCHOOL
    400 N HAPPY HOLLOW BLVD
    OMAHA,NE68132     		NONE PUBLIC CHARITY RICHARD BROOKE FOUNDATION STUDENT SCHOLARSHIP 25,164
    BULL TERRIER RESCUE OF SOUTHERN CALIFORNIA
    36403 116TH ST E
    LITTLEROCK,CA93543     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    CAMP FOSTERYMCA OF THE OKOBOJIS
    1769 260TH AVE
    SPIRIT LAKE,IA51360     		NONE PUBLIC CHARITY MASTER SITE PLAN, CONCRETE AND GENERAL OPERATING SUPPORT 90,535
    CASA FOR DOUGLAS COUNTY
    2412 ST MARYS AVENUE
    OMAHA,NE68105     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    CHILD SAVING INSTITUE
    4545 DODGE STREET
    OMAHA,NE68132     		NONE PUBLIC CHARITY PEDIATRIC SOCIAL WORK PROGRAM 84,638
    CHILDREN'S SCHOLARSHIP FUND
    7101 MERCY ROAD SUITE 305
    OMAHA,NE68106     		NONE PUBLIC CHARITY K-8 SCHOLARSHIPS 30,000
    CHRISTMAS CIRCLE COMMUNITY PARK
    PO BOX 1025
    BORREGO SPRINGS,CA92004     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 25,000
    CITY SPROUTS
    PO BOX 31593
    OMAHA,NE68131     		NONE PUBLIC CHARITY URBAN FARMING SUMMER INTERNSHIP 10,000
    COACHELLA VALLEY HOUSING COALITION
    45701 MONROE STREET SUITE G
    INDIO,CA92201     		NONE PUBLIC CHARITY AFTER SCHOOL PROGRAM SUPPORT 50,000
    COLLEGE OF THE DESERT FOUNDATION
    43-500 MONTERREY AVE
    PALM DESERT,CA92260     		NONE PUBLIC CHARITY PLEDGE SCHOLARSHIP PROGRAM 2018-2019 100,000
    COLLEGE POSSIBLE
    900 S 74TH PLAZA SUITE 403
    OMAHA,NE68144     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    COMPLETELY KIDS
    2566 ST MARYS AVE
    OMAHA,NE68105     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 35,000
    ELKHORN PUBLIC SCHOOLS FOUNDATION
    20214 VETERANS DRIVE
    ELKHORN,NE68022     		NONE PUBLIC CHARITY SMART PROJECTORS 14,350
    FILM STREAMS
    1340 MIKE FAHEY STREET
    OMAHA,NE68104     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,114
    FOOD BANK FOR THE HEARTLAND
    10525 J STREET
    OMAHA,NE68127     		NONE PUBLIC CHARITY SNAP COUNSELOR AND BACKPACK PROGRAM 100,000
    FOOD IN NEED OF DISTRIBUTION INC (DBA FIND FOOD BANK)
    83-775 CITRUS AVE
    INDIO,CA92202     		NONE PUBLIC CHARITY SCHOOL-BASED FARMERS MARKETS AND REFRIGERATION UNITS 80,835
    GALLERY 1516 OF REGIONAL ARTISTS
    1516 LEAVENWORTH STREET
    OMAHA,NE68102     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    GIRLS INCORPORATED OF OMAHA
    2811 N 45TH STREET
    OMAHA,NE68104     		NONE PUBLIC CHARITY TEEN TRIP, TRANSITIONAL LIVING FACILITY AND GENERAL OPERATING SUPPORT 75,000
    HOSPICE HOUSE
    7415 CEDAR STREET
    OMAHA,NE68124     		NONE PUBLIC CHARITY SUPPORT FOR UNREIMBURSED CARE 50,000
    HUMANE SOCIETY OF THE DESERT
    PO BOX 2922
    PALM SPRINGS,CA92262     		NONE PUBLIC CHARITY DIGITAL X-RAY MACHINE 70,265
    KANEKO
    1111 JONES ST
    OMAHA,NE68102     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 100,000
    LIVING DESERT
    47900 PORTOLA AVE
    PALM DESERT,CA92260     		NONE PUBLIC CHARITY CAPITAL CAMPAIGN - PHASE 2 150,000
    MCCALLUM THEATER
    73000 FRED WARING DRIVE
    PALM DESERT,CA92260     		NONE PUBLIC CHARITY AESTHETIC EDUCATION PROGRAM 50,000
    METROPOLITAN COMMUNITY COLLEGE FOUNDATION
    PO BOX 3777
    OMAHA,NE681030777     		NONE PUBLIC CHARITY DUAL-CREDIT MODULAR MATH PROGRAM 30,000
    MIDLANDS HUMANE SOCIETY
    1020 RAILROAD AVENUE
    COUNCIL BLUFFS,NE51503     		NONE PUBLIC CHARITY DIRECTOR OF ANIMAL BEHAVIOR AND GENERAL OPERATING SUPPORT 100,000
    NEBRASKA APPLESEED
    941 O ST SUITE 920
    LINCOLN,NE68508     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 30,000
    NEBRASKA CHILDREN AND FAMILIES FOUNDATION
    215 CENTENNIAL MALL SOUTH STE 200
    LINCOLN,NE68508     		NONE PUBLIC CHARITY LEAP SKILLS SCHOLARSHIPS 75,000
    NEBRASKA HUMANE SOCIETY
    8929 FORT STREET
    OMAHA,NE68134     		NONE PUBLIC CHARITY MOLLY PROJECT AND CAPITAL CAMPAIGN 403,117
    NO MORE EMPTY POTS
    8511 N 30TH ST
    OMAHA,NE68112     		NONE PUBLIC CHARITY CAPITAL CAMPAIGN - PHASE 2 25,484
    NORTHSTAR FOUNDATION
    4240 N 49TH AVE
    OMAHA,NE68104     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,753
    NU FOUNDATION
    2285 S 67TH ST SUITE 200
    OMAHA,NE68106     		NONE PUBLIC CHARITY STRAUSS PERFORMING ARTS CENTER ACOUSTICS AND UNL STS TEACHING PROGRAM 40,602
    OMAHA CHILDREN'S MUSUEM
    500 S 20TH
    OMAHA,NE68102     		NONE PUBLIC CHARITY PARTNER SCHOOL PROGRAM/WELCOME FUND PROGRAM 35,000
    OMAHA CONSERVATORY OF MUSIC
    3504 S 108TH STREET
    OMAHA,NE68144     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 65,871
    OMAHA HOME FOR BOYS
    4343 N 52ND STREET
    OMAHA,NE68104     		NONE PUBLIC CHARITY BELIEF PROGRAM 25,164
    OMAHA PERFORMING ARTS
    1200 DOUGLAS STREET
    OMAHA,NE68102     		NONE PUBLIC CHARITY MUSICAL EXPLORERS AND DISNEY MUSICALS IN SCHOOLS 50,000
    OMAHA PUBLIC LIBRARY FOUNDATION
    215 S 15TH STREET
    OMAHA,NE68102     		NONE PUBLIC CHARITY 2018 SUMMER READING PROGRAM 30,068
    OMAHA THEATER COMPANY
    2001 FARNAM STREET
    OMAHA,NE68102     		NONE PUBLIC CHARITY EVERY SINGLE CHILD PRESCHOOL PROGRAM 60,000
    OMAHA ZOO FOUNDATION
    3701 S 10TH ST
    OMAHA,NE68107     		NONE PUBLIC CHARITY GLACIER BAY LANDING 50,000
    ONE WORLD COMMUNITY HEALTH CENTERS INC
    4920 S 30TH ST SUITE 103
    OMAHA,NE68107     		NONE PUBLIC CHARITY TEEN AND YOUNG ADULT HEALTH CENTER 75,000
    ONE WORLD COMMUNITY HEALTH CENTERS INC
    4920 S 30TH ST SUITE 103
    OMAHA,NE68107     		NONE PUBLIC CHARITY NAVIGATOR AT THE LEARNING COMMUNITY CENTER OF SOUTH OMAHA 60,137
    ONE WORLD COMMUNITY HEALTH CENTERS INC
    4920 S 30TH ST SUITE 103
    OMAHA,NE68107     		NONE PUBLIC CHARITY MOBILE DENTAL CLINIC 25,000
    PALM SPRINGS ART MUSEUM
    101 NORTH MUSEUM DRIVE
    PALM SPRINGS,CA92262     		NONE PUBLIC CHARITY PROGRAM FOR ELEMENTARY SCHOOL CHILDREN 30,000
    PALM VALLEY SCHOOL
    35-525 DAVALL DR
    RANCHO MIRAGE,CA92270     		NONE PUBLIC CHARITY TECHNOLOGY LAB UPGRADE AND GENERAL OPERATING SUPPORT 50,000
    PARTNERSHIP 4 KIDS
    1004 FARNAM ST STE 200
    OMAHA,NE68102     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 25,000
    PHOENIX ACADEMY
    1110 N 66TH STREET
    OMAHA,NE68132     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 30,000
    PLANNED PARENTHOOD OF THE HEARTLAND
    3105 N 93RD STREET
    OMAHA,NE68134     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT FOR OMAHA CLINIC 130,000
    PROJECT HARMONY
    11949 Q STREET
    OMAHA,NE68137     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 30,000
    SHELTERING TREE
    1323 WILLIAM ST
    OMAHA,NE68108     		NONE PUBLIC CHARITY 12 PASSENGER VAN 32,453
    STRATEGIC AIR COMMAND AND AEROSPACE MUSEUM
    28210 WEST PARK HIGHWAY
    ASHLAND,NE68003     		NONE PUBLIC CHARITY STEM EXHIBITS 25,000
    THE FOUNDATION FOR THE PALM SPRINGS UNIFIED SCHOOL DISTRICT
    980 E TAHQUITZ CANYON WAY
    PALM SPRINGS,CA92262     		NONE PUBLIC CHARITY RACE ACADEMY CTE TRAVEL SERVICES 40,000
    THE FOUNDATION FOR THE PALM SPRINGS UNIFIED SCHOOL DISTRICT
    980 E TAHQUITZ CANYON WAY
    PALM SPRINGS,CA92262     		NONE PUBLIC CHARITY STEAM LAB AT RANCHO MIRAGE ELEMENTARY SCHOOL 15,000
    THE HOPE CENTER FOR KIDS
    2200 N 20TH ST
    OMAHA,NE68110     		NONE PUBLIC CHARITY EMPLOYMENT & LEARNING ACADEMY 10,000
    UNION FOR CONTEMPORARY ART
    2417 BURDETTE STREET
    OMAHA,NE68111     		NONE PUBLIC CHARITY SATURDAY ART CLUB 49,270
    VOICE FOR COMPANION ANIMALS
    PO BOX 5256
    GRAND ISLAND,NE68802     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 6,000
    WOMEN'S CENTER FOR ADVANCEMENT
    222 S 29TH STREET
    OMAHA,NE68131     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    WOMEN'S FUND OF OMAHA
    1111 N 13TH ST SUITE 106
    OMAHA,NE68102     		NONE PUBLIC CHARITY ADOLESCENT HEALTH PROJECT 55,000
    YOUTH EMERGENCY SERVICES
    2679 FARNAM ST SUITE 205
    OMAHA,NE68131     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    Total .................................bullet 3a 3,812,599
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 713  
    4 Dividends and interest from securities....     14 145,408  
    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 ............     		    18 284,220  
    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).. 0 430,341 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    430,341
    (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:
    RICHARD BROOKE FOUNDATION
    EIN:
    47-2497511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,785 3,785   0

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

    TY 2018 DepreciationSchedule
    Name:
    RICHARD BROOKE FOUNDATION
    EIN:
    47-2497511
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE FURNITURE 2015-03-27 9,035 5,084 200DB 7.000000000000 1,129 0    
    COMPUTERS 2015-04-01 3,011 2,144 200DB 5.000000000000 347 0    
    OFFICE FURNITURE 2015-05-28 2,989 1,682 200DB 7.000000000000 373 0    
    SOFA 2015-05-29 2,196 1,236 200DB 7.000000000000 274 0    
    OFFICE FURNITURE 2015-06-04 6,649 3,741 200DB 7.000000000000 831 0    
    COMPUTER ACCESSORIES 2015-06-04 2,058 1,465 200DB 5.000000000000 237 0    
    FILE CABINET 2015-06-10 2,003 1,127 200DB 7.000000000000 250 0    
    OFFICE DECOR 2015-08-11 27,256 15,337 200DB 7.000000000000 3,405 0    
    OFFICE DECOR 2015-09-29 4,815 2,709 200DB 7.000000000000 602 0    
    OFFICE DECOR 2016-01-28 5,000 1,939 200DB 7.000000000000 875 0    
    OFFICE FURNITURE 2018-08-20 6,477   200DB 7.000000000000 925 0    

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    RICHARD BROOKE FOUNDATION
    EIN:
    47-2497511
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BOND FUNDS 5,386,501 5,362,639
    EQUITIES 38,752,425 67,326,935
    EQUITY FUNDS 8,296,467 6,384,826

    TY 2018 LandEtcSchedule2
    Name:
    RICHARD BROOKE FOUNDATION
    EIN:
    47-2497511
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE FURNITURE 9,035 6,213 2,822  
    COMPUTERS 3,011 2,491 520  
    OFFICE FURNITURE 2,989 2,055 934  
    SOFA 2,196 1,510 686  
    OFFICE FURNITURE 6,649 4,572 2,077  
    COMPUTER ACCESSORIES 2,058 1,702 356  
    FILE CABINET 2,003 1,377 626  
    OFFICE DECOR 27,256 18,742 8,514  
    OFFICE DECOR 4,815 3,311 1,504  
    OFFICE DECOR 5,000 2,814 2,186  
    OFFICE FURNITURE 6,477 925 5,552  


    TY 2018 LegalFeesSchedule
    Name:
    RICHARD BROOKE FOUNDATION
    EIN:
    47-2497511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 10,000 10,000   0


    TY 2018 OtherAssetsSchedule
    Name:
    RICHARD BROOKE FOUNDATION
    EIN:
    47-2497511
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT ASSET   1,690 1,690


    TY 2018 OtherExpensesSchedule
    Name:
    RICHARD BROOKE FOUNDATION
    EIN:
    47-2497511
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE - UMBRELLA 1,000 1,000   0
    INSURANCE - WORKERS COMP 904 904   0
    OPERATING EXPENSES 8,219 8,219   0
    SOFTWARE 945 945   0
    INSURANCE - LIABILITY, D AND O 4,018 4,018   0


    TY 2018 OtherIncreasesSchedule
    Name:
    RICHARD BROOKE FOUNDATION
    EIN:
    47-2497511
    Description Amount
    FMV OF DONATIONS PAID IN EXCESS OF COST 365,137


    TY 2018 OtherLiabilitiesSchedule
    Name:
    RICHARD BROOKE FOUNDATION
    EIN:
    47-2497511
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL LIABILITIES 2,450 2,888
    CAPITAL ONE CREDIT CARD 0 19


    TY 2018 TaxesSchedule
    Name:
    RICHARD BROOKE FOUNDATION
    EIN:
    47-2497511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 3,228 0   0
    PAYROLL TAXES 8,368 8,368   0