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
HERVE AND FLORENCE GOGUELY FAMILY FOUNDA
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)65 Kirby Place
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Palo Alto, CA94301
A Employer identification number

77-0529457
B Telephone number (see instructions)

(650) 323-5369
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$259,653J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 6,482 6,482  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,650
b Gross sales price for all assets on line 6a 65,568
7 Capital gain net income (from Part IV, line 2)... 12,650
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........ 19,132 19,132  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 265 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,277 3,524   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,542 3,524   0
25 Contributions, gifts, grants paid....... 24,525 24,525
26 Total expenses and disbursements. Add lines 24 and 25 30,067 3,524   24,525
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,935
b Net investment income (if negative, enter -0-) 15,608
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......... 3,352 5,571 5,571
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)....... 229,077 Click to see attachment219,082 219,082
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).......... 35,000 Click to see attachment35,000 35,000
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment145 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 267,574 259,653 259,653
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 attachment10 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 10 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........ 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 267,564 259,653
30 Total net assets or fund balances (see instructions)..... 267,564 259,653
31 Total liabilities and net assets/fund balances (see instructions). 267,574 259,653
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
267,564
2
Enter amount from Part I, line 27a .....................
2
-10,935
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,024
4
Add lines 1, 2, and 3 ..........................
4
259,653
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
259,653
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 ABBVIE INC SHS P 2016-06-28 2017-12-29
b ABBVIE INC SHS P 2016-06-28 2018-01-04
c ABBVIE INC SHS P 2016-06-28 2018-01-31
d ABBVIE INC SHS P 2016-06-28 2018-04-03
e ABBVIE INC SHS P 2017-01-06 2018-04-03
ACCENTURE PLC SHS P 2016-02-26 2018-11-09
ACCENTURE PLC SHS P 2016-02-10 2017-12-29
ACCENTURE PLC SHS P 2016-02-10 2018-10-05
ACCENTURE PLC SHS P 2016-02-10 2018-08-09
ACCENTURE PLC SHS P 2016-02-10 2018-10-05
ACCENTURE PLC SHS P 2016-02-10 2018-08-03
ALLERGAN PLC P 2017-11-02 2018-10-05
ALLERGAN PLC P 2017-11-02 2018-08-03
APPLE INC P 2016-06-28 2018-04-02
APPLE INC P 2016-06-28 2018-08-09
APPLE INC P 2016-06-28 2018-09-11
APPLE INC P 2016-06-28 2018-01-04
APPLE INC P 2016-06-28 2017-12-29
APPLE INC P 2016-06-28 2018-10-05
APPLE INC P 2016-06-28 2018-10-05
APPLE INC P 2016-06-28 2018-08-03
AT&T INC P 2016-06-28 2018-11-09
AT&T INC P 2016-06-28 2018-10-05
AT&T INC P 2016-06-28 2018-10-05
AT&T INC P 2016-06-28 2018-10-02
AT&T INC P 2016-06-28 2018-04-02
AT&T INC P 2016-06-28 2018-08-09
AT&T INC P 2016-06-28 2017-12-29
AT&T INC P 2016-06-28 2018-01-04
BECTON DICKINSON CO P 2017-01-19 2018-11-09
BECTON DICKINSON CO P 2017-01-19 2018-01-04
BECTON DICKINSON CO P 2017-01-19 2018-08-09
BECTON DICKINSON CO P 2017-01-19 2018-10-05
BECTON DICKINSON CO P 2017-01-19 2018-10-16
BLACKROCK INC P 2016-06-28 2018-10-05
BLACKROCK INC P 2016-06-28 2018-01-31
BLACKROCK INC P 2016-06-28 2017-12-29
CARNIVAL CORP PAIRED SHS P 2018-04-19 2018-08-09
CARNIVAL CORP PAIRED SHS P 2018-04-19 2018-10-05
CARNIVAL CORP PAIRED SHS P 2018-04-19 2018-10-05
CHEVRON CORP P 2016-06-28 2018-10-05
CHEVRON CORP P 2016-06-28 2018-10-05
CHEVRON CORP P 2016-06-28 2018-01-04
CHEVRON CORP P 2016-06-28 2017-12-29
CHEVRON CORP P 2016-06-28 2018-08-09
CHEVRON CORP P 2016-06-28 2018-10-02
CHUBB LTD P 2016-06-28 2018-12-11
CHUBB LTD P 2016-06-28 2017-12-29
CHUBB LTD P 2016-06-28 2018-10-05
CHUBB LTD P 2016-06-28 2018-10-05
CHUBB LTD P 2016-06-28 2018-10-02
CHUBB LTD P 2016-06-28 2018-04-20
CISCO SYSTEMS INC COM P 2016-12-16 2018-08-09
CISCO SYSTEMS INC COM P 2016-12-16 2018-11-09
CISCO SYSTEMS INC COM P 2016-12-16 2018-04-20
CISCO SYSTEMS INC COM P 2016-12-16 2017-12-29
CISCO SYSTEMS INC COM P 2016-12-16 2018-10-05
CISCO SYSTEMS INC COM P 2016-12-16 2018-01-04
CISCO SYSTEMS INC COM P 2016-12-16 2018-10-05
CISCO SYSTEMS INC COM P 2016-12-16 2018-05-14
CISCO SYSTEMS INC COM P 2016-12-16 2018-10-02
CME GROUP INC P 2018-07-11 2018-10-04
CME GROUP INC P 2018-07-11 2018-08-09
COLGATE PALMOLIVE P 2016-06-28 2018-11-09
COLGATE PALMOLIVE P 2016-06-28 2018-11-09
COLGATE PALMOLIVE P 2016-06-28 2018-10-02
COLGATE PALMOLIVE P 2016-06-28 2018-10-05
COLGATE PALMOLIVE P 2016-06-28 2017-12-29
COLGATE PALMOLIVE P 2016-06-28 2018-08-03
COLGATE PALMOLIVE P 2016-06-28 2018-04-02
COMCAST CORP NEW CL A P 2017-07-25 2018-10-04
COMCAST CORP NEW CL A P 2017-07-25 2018-10-05
COMCAST CORP NEW CL A P 2017-07-25 2018-10-05
COMCAST CORP NEW CL A P 2017-07-25 2018-08-09
COMCAST CORP NEW CL A P 2017-07-25 2018-08-03
COMCAST CORP NEW CL A P 2017-07-25 2018-11-09
COMCAST CORP NEW CL A P 2017-07-25 2018-11-09
COMCAST CORP NEW CL A P 2017-07-25 2018-04-02
COMCAST CORP NEW CL A P 2017-07-25 2018-04-20
COMCAST CORP NEW CL A P 2017-07-25 2018-01-04
COMCAST CORP NEW CL A P 2017-07-25 2017-12-29
CVS HEALTH CORP P 2016-06-28 2018-01-04
CVS HEALTH CORP P 2016-06-28 2018-10-05
CVS HEALTH CORP P 2016-06-28 2018-08-03
CVS HEALTH CORP P 2016-06-28 2018-10-05
CVS HEALTH CORP P 2016-06-28 2017-12-29
CYRUSONE INC P 2017-08-11 2018-11-09
CYRUSONE INC P 2017-08-10 2018-04-20
CYRUSONE INC P 2017-08-10 2018-04-02
CYRUSONE INC P 2017-08-11 2018-10-05
CYRUSONE INC P 2017-08-11 2018-10-05
CYRUSONE INC P 2017-08-10 2018-10-04
CYRUSONE INC P 2017-08-10 2018-08-03
CYRUSONE INC P 2017-08-10 2017-12-29
CYRUSONE INC P 2017-08-10 2017-12-29
CYRUSONE INC CXL P 2017-08-10 2017-12-29
DISNEY (WALT) CO COM STK P 2016-06-28 2018-08-03
DISNEY (WALT) CO COM STK P 2016-06-28 2018-10-02
DISNEY (WALT) CO COM STK P 2016-06-28 2018-10-05
DISNEY (WALT) CO COM STK P 2016-06-28 2018-11-09
DISNEY (WALT) CO COM STK P 2016-06-28 2017-12-29
FIDELITY NATL INFO SVCS P 2016-06-28 2018-08-09
FIDELITY NATL INFO SVCS P 2016-06-28 2018-10-05
FIDELITY NATL INFO SVCS P 2016-06-28 2018-10-05
FIDELITY NATL INFO SVCS P 2016-06-28 2018-11-09
FIDELITY NATL INFO SVCS P 2016-06-28 2017-12-29
FIDELITY NATL INFO SVCS P 2016-06-28 2018-01-04
FIDELITY NATL INFO SVCS P 2016-06-28 2018-04-02
GARRETT MOTION INC P 2016-06-28 2018-10-03
HONEYWELL INTL INC DEL P 2016-06-28 2018-10-05
HONEYWELL INTL INC DEL P 2016-06-28 2018-10-02
HONEYWELL INTL INC DEL P 2016-06-28 2018-04-02
HONEYWELL INTL INC DEL P 2016-06-28 2018-01-04
INGERSOLL-RAND PLC P 2016-09-27 2018-10-05
INGERSOLL-RAND PLC P 2016-09-27 2018-04-20
INGERSOLL-RAND PLC P 2016-09-27 2017-12-29
INGERSOLL-RAND PLC P 2016-09-27 2018-10-02
INGERSOLL-RAND PLC P 2016-09-27 2018-10-05
INTRPUBLIC GRP OF CO P 2017-05-10 2018-03-01
INTRPUBLIC GRP OF CO P 2017-04-21 2018-01-04
INTRPUBLIC GRP OF CO P 2017-07-03 2018-03-01
INTRPUBLIC GRP OF CO P 2017-05-11 2018-03-01
INTRPUBLIC GRP OF CO P 2017-05-10 2018-02-28
INTRPUBLIC GRP OF CO P 2017-05-09 2018-02-28
INTRPUBLIC GRP OF CO P 2017-04-24 2018-02-28
INTRPUBLIC GRP OF CO P 2017-04-21 2018-02-28
INTRPUBLIC GRP OF CO P 2017-04-21 2018-02-27
INTRPUBLIC GRP OF CO P 2017-04-21 2017-12-29
JOHNSON AND JOHNSON P 2016-06-28 2017-12-29
JOHNSON AND JOHNSON COM P 2016-06-28 2018-08-09
JOHNSON AND JOHNSON COM P 2016-06-28 2018-10-05
JOHNSON AND JOHNSON COM P 2016-06-28 2018-10-05
JOHNSON AND JOHNSON COM P 2016-06-28 2018-11-09
JOHNSON AND JOHNSON COM P 2016-06-28 2018-12-11
JOHNSON AND JOHNSON COM P 2016-06-28 2018-04-02
JPMORGAN CHASE & P 2016-06-28 2017-12-29
JPMORGAN CHASE & CO P 2016-06-28 2018-10-02
JPMORGAN CHASE & CO P 2016-06-28 2018-10-05
JPMORGAN CHASE & CO P 2016-06-28 2018-10-04
JPMORGAN CHASE & CO P 2016-06-28 2018-08-09
JPMORGAN CHASE & CO P 2016-06-28 2018-11-09
JPMORGAN CHASE & CO P 2016-06-28 2018-01-18
JPMORGAN CHASE & CO P 2016-06-28 2018-01-04
JPMORGAN CHASE & CO P 2016-06-28 2018-04-02
LINDE PLC REG SHS P 2016-06-28 2018-12-11
LOCKHEED MARTIN CORP P 2016-06-28 2018-11-09
LOCKHEED MARTIN CORP P 2016-06-28 2018-01-04
LOCKHEED MARTIN CORP P 2016-06-28 2018-10-05
LOWE'S COMPANIES INC P 2016-06-28 2018-11-09
LOWE'S COMPANIES INC P 2016-06-28 2017-12-29
LOWE'S COMPANIES INC P 2016-06-28 2018-08-03
LOWE'S COMPANIES INC P 2016-06-28 2018-08-09
LOWE'S COMPANIES INC P 2016-06-28 2018-10-05
LOWE'S COMPANIES INC P 2016-06-28 2018-10-05
LOWE'S COMPANIES INC P 2016-06-28 2018-01-04
MARSH & MCLENNAN COS INC P 2016-06-28 2018-10-05
MARSH & MCLENNAN COS INC P 2016-06-28 2018-10-04
MARSH & MCLENNAN COS INC P 2016-06-28 2018-10-02
MARSH & MCLENNAN COS INC P 2016-06-28 2018-04-20
MARSH & MCLENNAN COS INC P 2016-06-28 2018-01-04
MARSH MCLENNAN COS P 2016-06-28 2017-12-29
MEDTRONIC PLC SHS P 2016-06-28 2018-11-09
MEDTRONIC PLC SHS P 2016-06-28 2018-08-09
MEDTRONIC PLC SHS P 2016-06-28 2018-01-04
MEDTRONIC PLC SHS P 2016-06-28 2018-10-05
MEDTRONIC PLC SHS P 2016-06-28 2018-10-05
MEDTRONIC PLC SHS P 2016-06-28 2018-07-11
MEDTRONIC PLC SHS P 2016-06-28 2017-12-29
MEDTRONIC PLC SHS P 2016-06-28 2018-04-20
MICROSOFT CORP P 2016-06-28 2018-04-20
MICROSOFT CORP P 2016-06-28 2017-12-29
MICROSOFT CORP P 2016-06-28 2018-10-02
MICROSOFT CORP P 2016-06-28 2018-01-04
MICROSOFT CORP P 2016-06-28 2018-10-05
MICROSOFT CORP P 2016-06-28 2018-10-05
MICROSOFT CORP P 2016-06-28 2018-08-09
MONDELEZ INTERNATIONAL P 2016-06-28 2018-11-09
MONDELEZ INTERNATIONAL P 2016-06-28 2017-12-29
MONDELEZ INTERNATIONAL P 2016-06-28 2018-10-05
MONDELEZ INTERNATIONAL P 2016-06-28 2018-08-03
MONDELEZ INTERNATIONAL P 2016-06-28 2018-10-05
MONDELEZ INTERNATIONAL P 2016-06-28 2018-10-02
MONDELEZ INTERNATIONAL P 2016-06-28 2018-04-02
MONSANTO CO NEW P 2016-06-28 2017-12-29
MONSANTO CO NEW DEL COM P 2016-06-28 2018-05-31
MONSANTO CO NEW DEL COM P 2016-06-28 2018-04-02
MONSANTO CO NEW DEL COM P 2016-06-28 2018-04-18
MONSANTO CO NEW DEL COM P 2016-06-28 2018-04-19
MONSANTO CO NEW DEL COM P 2016-09-08 2018-05-31
MONSANTO CO NEW DEL COM P 2016-11-16 2018-05-31
MONSANTO CO NEW DEL COM P 2017-04-05 2018-05-31
NEXTERA ENERGY INC SHS P 2016-06-28 2018-10-05
NEXTERA ENERGY INC SHS P 2016-06-28 2018-10-02
NEXTERA ENERGY INC SHS P 2016-06-28 2018-11-09
NEXTERA ENERGY INC SHS P 2016-06-28 2018-04-02
NEXTERA ENERGY INC SHS P 2016-06-28 2017-12-29
NIELSEN HOLDINGS PLC SHS P 2016-04-29 2018-08-29
NIELSEN HOLDINGS PLC SHS P 2016-04-28 2018-08-03
NIELSEN HOLDINGS PLC SHS P 2016-04-28 2018-08-09
NIELSEN HOLDINGS PLC SHS P 2016-04-28 2018-08-29
NIELSEN HOLDINGS PLC SHS P 2016-04-29 2018-08-30
NIELSEN HOLDINGS PLC SHS P 2016-04-29 2018-08-31
NIELSEN HOLDINGS PLC SHS P 2017-01-30 2018-09-04
NIELSEN HOLDINGS PLC SHS P 2017-01-30 2018-09-05
NIELSEN HOLDINGS PLC SHS P 2016-04-29 2018-09-04
NIELSEN HOLDINGS PLC SHS P 2017-01-31 2018-09-05
NIELSEN HOLDINGS PLC SHS P 2016-04-28 2017-12-29
PACKAGING CORP AMERICA P 2016-06-28 2018-10-05
PACKAGING CORP AMERICA P 2016-06-28 2018-01-04
PACKAGING CORP AMERICA P 2016-06-28 2018-04-20
PACKAGING CORP AMERICA P 2016-06-28 2018-08-09
PACKAGING CORP AMERICA P 2016-06-28 2018-10-05
PACKAGING CORP AMERICA P 2016-06-28 2017-12-29
PEPSICO INC P 2016-06-28 2018-11-09
PEPSICO INC P 2016-06-28 2018-10-05
PEPSICO INC P 2016-06-28 2018-10-05
PEPSICO INC P 2016-06-28 2018-01-04
PEPSICO INC P 2016-06-28 2017-12-29
PEPSICO INC P 2016-06-28 2018-08-09
PEPSICO INC P 2016-06-28 2018-08-03
PFIZER INC P 2016-06-28 2018-11-09
PFIZER INC P 2016-06-28 2017-12-29
PFIZER INC P 2016-06-28 2018-04-02
PFIZER INC P 2016-06-28 2018-04-20
PFIZER INC P 2016-06-28 2018-10-05
PFIZER INC P 2016-06-28 2018-10-04
PFIZER INC P 2016-06-28 2018-10-02
PFIZER INC P 2016-06-28 2018-10-05
PFIZER INC P 2016-06-28 2018-08-03
PFIZER INC P 2016-06-28 2018-01-04
PHILIP MORRIS INTL INC P 2018-04-03 2018-10-02
PHILIP MORRIS INTL INC P 2018-04-03 2018-08-03
PHILIP MORRIS INTL INC P 2018-04-03 2018-10-05
PHILIP MORRIS INTL INC P 2018-04-03 2018-10-05
PHILIP MORRIS INTL INC P 2018-04-03 2018-11-09
PHILIP MORRIS INTL INC P 2018-04-03 2018-11-09
PHILIP MORRIS INTL INC P 2018-04-03 2018-04-20
PHILLIPS 66 SHS P 2016-06-28 2018-08-14
PHILLIPS 66 SHS P 2016-06-28 2018-04-20
PHILLIPS 66 SHS P 2016-06-28 2018-04-02
PHILLIPS 66 SHS P 2016-06-28 2018-08-13
PHILLIPS 66 SHS P 2016-06-28 2017-12-29
PHILLIPS 66 SHS P 2016-06-28 2018-08-15
PHILLIPS 66 SHS P 2016-06-28 2018-10-05
PHILLIPS 66 SHS P 2016-06-28 2018-10-02
PRAXAIR INC P 2017-03-06 2018-10-31
PRAXAIR INC P 2017-06-30 2018-10-31
PRAXAIR INC P 2016-06-28 2018-10-31
PRAXAIR INC P 2018-05-14 2018-10-31
PRAXAIR INC P 2016-06-28 2018-10-05
PRAXAIR INC P 2016-06-28 2018-10-05
PRAXAIR INC P 2016-06-28 2018-01-18
PRAXAIR INC P 2016-06-28 2018-01-04
REALTY INCM CRP MD PV$1. P 2018-10-03 2018-10-05
SCHLUMBERGER LTD P 2016-06-28 2018-10-02
SCHLUMBERGER LTD P 2016-06-28 2018-10-05
SCHLUMBERGER LTD P 2016-06-28 2018-10-05
SCHLUMBERGER LTD P 2016-06-28 2018-01-04
SCHLUMBERGER LTD P 2016-06-28 2017-12-29
TEXAS INSTRUMENTS P 2018-02-28 2018-11-09
TEXAS INSTRUMENTS P 2018-02-27 2018-08-09
TEXAS INSTRUMENTS P 2018-02-27 2018-10-05
TEXAS INSTRUMENTS P 2018-02-27 2018-10-05
UNION PACIFIC CORP P 2016-06-28 2018-10-05
UNION PACIFIC CORP P 2016-06-28 2018-04-02
UNION PACIFIC CORP P 2016-06-28 2018-10-02
UNION PACIFIC CORP P 2016-06-28 2018-07-11
UNION PACIFIC CORP P 2016-06-28 2018-10-04
UNION PACIFIC CORP P 2016-06-28 2017-12-29
UNITEDHEALTH GROUP INC P 2014-11-10 2018-11-09
UNITEDHEALTH GROUP INC P 2014-11-10 2018-10-05
UNITEDHEALTH GROUP INC P 2014-11-10 2018-04-02
UNITEDHEALTH GROUP INC P 2014-11-10 2018-10-05
UNITEDHEALTH GROUP INC P 2014-11-10 2018-01-04
UNITEDHEALTH GROUP INC P 2014-11-07 2017-12-29
WEC ENERGY GROUP INC SHS P 2016-06-28 2018-10-02
WEC ENERGY GROUP INC SHS P 2016-06-28 2018-10-05
WEC ENERGY GROUP INC SHS P 2016-06-28 2018-11-09
WEC ENERGY GROUP INC SHS P 2016-06-28 2018-04-02
WEC ENERGY GROUP INC SHS P 2016-06-28 2017-12-29
WELLS FARGO & CO NEW DEL P 2016-06-28 2018-10-05
WELLS FARGO & CO NEW DEL P 2016-06-28 2018-10-04
WELLS FARGO & CO NEW DEL P 2016-08-04 2018-10-26
WELLS FARGO & CO NEW DEL P 2016-08-03 2018-10-26
WELLS FARGO & CO NEW DEL P 2016-06-28 2018-10-26
WELLS FARGO & CO NEW DEL P 2016-06-28 2018-04-20
WELLS FARGO & CO NEW DEL P 2016-06-28 2018-01-04
WELLS FARGO & CO NEW DEL P 2016-06-28 2017-12-29
WHIRLPOOL CORP P 2016-06-28 2018-11-09
WHIRLPOOL CORP P 2016-06-28 2017-12-29
WHIRLPOOL CORP P 2016-06-28 2018-08-03
WHIRLPOOL CORP P 2016-06-28 2018-10-05
ROUNDING CAPITAL GAIN 2018 P 2018-12-31 2018-12-31
(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 97   60 37
b 100   60 40
c 1,128   601 527
d 2,335   1,563 772
e 898   639 259
164   102 62
153   94 59
172   94 78
161   94 67
171   94 77
159   94 65
190   175 15
186   175 11
166   92 74
209   92 117
670   277 393
173   92 81
170   92 78
225   92 133
226   92 134
208   92 116
92   126 -34
136   168 -32
34   42 -8
68   84 -16
70   84 -14
65   84 -19
78   84 -6
114   126 -12
241   174 67
221   173 48
251   173 78
254   173 81
1,206   867 339
480   321 159
564   321 243
516   321 195
59   65 -6
61   65 -4
61   65 -4
125   101 24
126   101 25
128   101 27
125   101 24
122   101 21
125   101 24
643   619 24
146   124 22
134   124 10
135   124 11
134   124 10
137   124 13
44   31 13
95   61 34
132   92 40
77   61 16
146   92 54
39   31 8
145   92 53
1,424   946 478
147   92 55
181   165 16
163   165 -2
62   71 -9
186   212 -26
67   71 -4
130   142 -12
151   142 9
68   71 -3
140   142 -2
35   40 -5
35   40 -5
138   159 -21
71   80 -9
35   40 -5
38   40 -2
77   80 -3
33   40 -7
33   40 -7
81   80 1
161   159 2
150   187 -37
79   93 -14
65   93 -28
157   187 -30
145   187 -42
330   345 -15
51   57 -6
100   114 -14
63   58 5
186   172 14
62   57 5
65   57 8
59   57 2
59   57 2
59   57 2
114   96 18
117   96 21
115   96 19
119   96 23
108   96 12
214   141 73
217   141 76
108   70 38
107   70 37
188   141 47
95   70 25
94   70 24
34   24 10
164   111 53
166   111 55
142   112 30
154   112 42
104   67 37
84   67 17
89   67 22
208   133 75
103   67 36
298   319 -21
81   98 -17
413   451 -38
390   417 -27
24   25 -1
142   147 -5
47   50 -3
898   933 -35
358   368 -10
40   49 -9
140   118 22
131   118 13
139   118 21
140   118 22
145   118 27
587   470 117
124   118 6
215   117 98
114   59 55
229   117 112
115   59 56
117   59 58
112   59 53
1,245   645 600
109   59 50
107   59 48
792   817 -25
310   240 70
326   240 86
348   240 108
196   155 41
186   155 31
195   155 40
100   78 22
220   155 65
110   78 32
93   78 15
167   130 37
84   65 19
167   130 37
83   65 18
82   65 17
82   65 17
94   84 10
91   84 7
84   84 0
97   84 13
97   84 13
699   673 26
81   84 -3
160   168 -8
190   98 92
258   148 110
115   49 66
87   49 38
225   98 127
225   98 127
219   98 121
88   83 5
129   124 5
127   124 3
88   83 5
85   83 2
43   41 2
122   124 -2
117   101 16
510   404 106
117   101 16
1,501   1,211 290
125   101 24
382   324 58
255   201 54
637   580 57
173   128 45
169   128 41
177   128 49
323   257 66
156   128 28
27   52 -25
22   52 -30
44   103 -59
107   207 -100
315   624 -309
362   728 -366
182   287 -105
105   164 -59
389   780 -391
314   491 -177
146   207 -61
106   63 43
128   63 65
116   63 53
111   63 48
108   63 45
121   63 58
234   204 30
107   102 5
107   102 5
119   102 17
120   102 18
114   102 12
116   102 14
133   103 30
145   137 8
105   103 2
37   34 3
45   34 11
45   34 11
88   69 19
180   137 43
81   69 12
37   34 3
83   100 -17
87   100 -13
84   100 -16
84   100 -16
90   100 -10
90   100 -10
84   100 -16
1,090   700 390
111   78 33
189   156 33
487   311 176
203   156 47
819   544 275
118   78 40
115   78 37
817   590 227
654   532 122
1,798   1,182 616
817   790 27
166   107 59
164   107 57
1,295   860 435
160   107 53
114   113 1
62   76 -14
63   76 -13
126   152 -26
73   76 -3
135   152 -17
194   219 -25
114   109 5
104   109 -5
104   109 -5
164   84 80
132   84 48
163   84 79
701   420 281
164   84 80
135   84 51
276   95 181
270   95 175
216   95 121
269   95 174
225   95 130
221   94 127
135   128 7
137   128 9
211   192 19
186   192 -6
133   128 5
160   137 23
107   91 16
360   333 27
565   523 42
2,979   2,648 331
210   183 27
187   137 50
122   91 31
116   159 -43
169   159 10
135   159 -24
112   159 -47
131     131
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       37
b       40
c       527
d       772
e       259
      62
      59
      78
      67
      77
      65
      15
      11
      74
      117
      393
      81
      78
      133
      134
      116
      -34
      -32
      -8
      -16
      -14
      -19
      -6
      -12
      67
      48
      78
      81
      339
      159
      243
      195
      -6
      -4
      -4
      24
      25
      27
      24
      21
      24
      24
      22
      10
      11
      10
      13
      13
      34
      40
      16
      54
      8
      53
      478
      55
      16
      -2
      -9
      -26
      -4
      -12
      9
      -3
      -2
      -5
      -5
      -21
      -9
      -5
      -2
      -3
      -7
      -7
      1
      2
      -37
      -14
      -28
      -30
      -42
      -15
      -6
      -14
      5
      14
      5
      8
      2
      2
      2
      18
      21
      19
      23
      12
      73
      76
      38
      37
      47
      25
      24
      10
      53
      55
      30
      42
      37
      17
      22
      75
      36
      -21
      -17
      -38
      -27
      -1
      -5
      -3
      -35
      -10
      -9
      22
      13
      21
      22
      27
      117
      6
      98
      55
      112
      56
      58
      53
      600
      50
      48
      -25
      70
      86
      108
      41
      31
      40
      22
      65
      32
      15
      37
      19
      37
      18
      17
      17
      10
      7
      0
      13
      13
      26
      -3
      -8
      92
      110
      66
      38
      127
      127
      121
      5
      5
      3
      5
      2
      2
      -2
      16
      106
      16
      290
      24
      58
      54
      57
      45
      41
      49
      66
      28
      -25
      -30
      -59
      -100
      -309
      -366
      -105
      -59
      -391
      -177
      -61
      43
      65
      53
      48
      45
      58
      30
      5
      5
      17
      18
      12
      14
      30
      8
      2
      3
      11
      11
      19
      43
      12
      3
      -17
      -13
      -16
      -16
      -10
      -10
      -16
      390
      33
      33
      176
      47
      275
      40
      37
      227
      122
      616
      27
      59
      57
      435
      53
      1
      -14
      -13
      -26
      -3
      -17
      -25
      5
      -5
      -5
      80
      48
      79
      281
      80
      51
      181
      175
      121
      174
      130
      127
      7
      9
      19
      -6
      5
      23
      16
      27
      42
      331
      27
      50
      31
      -43
      10
      -24
      -47
      131
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 12,650
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      
2016      
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
 
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
 
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4,.............
8
 
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 1 312
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........................... 3 312
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- ..... 5 312
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 150
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 150
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 162
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
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletFiducial Jade Inc Telephone no.bullet (650) 815-2535

    Located atbullet2225 E Bayshore Rd - Ste 200Palo AltoCA ZIP+4bullet94303
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Herve Goguely Director
    0.00     		0 0 0
    65 Kirby Place
    Palo Alto,CA94301
    Florence Robichon Director
    0.00     		0 0 0
    889 Woodland Avenue
    Menlo Park,CA94025
    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
    251,261
    b
    Average of monthly cash balances.......................
    1b
    3,513
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    254,774
    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
    254,774
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    3,822
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    250,952
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    12,548
    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
    12,548
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    312
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    312
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    12,236
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    12,236
    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
    12,236
    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
    24,525
    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
    24,525
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    24,525
    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 12,236
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 2,307
    c From 2015...... 692
    d From 2016...... 17,550
    e From 2017......  
    fTotal of lines 3a through e........ 20,549
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 24,525
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 12,236
    e Remaining amount distributed out of corpus 12,289
    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 32,838
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		32,838
    10 Analysis of line 9:
    a Excess from 2014.... 2,307
    b Excess from 2015.... 692
    c Excess from 2016.... 17,550
    d Excess from 2017....  
    e Excess from 2018.... 12,289
    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
    Catholic Medical
    29 Bala Av - Ste 205
    Bala Cynwyd,PA19004     		n/a Exempt Support Program 1,500
    CMMB - Healthier Lives Worldwide
    100 Wall Street - Fl 9
    New York,NY10005     		n/a Exempt Support Program 2,000
    Dynamic Catholics
    5081 Olympic Blvd
    Erlanger,KY41018     		n/a Exempt Support Program 5,500
    Boys Town
    14100 Crawford Street
    Boys Town,NE68010     		n/a Exempt Support Program 100
    ST JUDE CHILDRENS RESEARCH HOS
    262 Danny Thomas Place
    Memphis,TN38105     		n/a Exempt Support Program 50
    CYSTIC
    4550 Montgomery Ave
    Bethesda,MD20814     		n/a Exempt Support Program 500
    PHOTOGRAPHERS WITHOUT BORDERS
    23 Division Street
    Saratoga Springs,NY12866     		n/a Exempt Support Program 3,750
    CATHOLIC CHARITIES OF SANTA CL
    2625 ZANKER ROAD
    SAN JOSE,CA95134     		n/a Exempt Support Program 125
    American University of Iraq Foundation
    1300 I St NW
    Washington,DC20001     		n/a Exempt Support Program 11,000
    Total .................................bullet 3a 24,525
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities.... 523000 6,482      
    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 ............     		523000 12,650      
    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).. 19,132 0 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    19,132
    (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.)
    1 PROGRAM SUPPORT
    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 InvestmentsCorpStockSchedule
    Name:
    HERVE AND FLORENCE GOGUELY FAMILY FOUNDA
     
    FOUNDATION
    EIN:
    77-0529457
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Merrill Lynch #02007 - Securities 73,581 73,581
    Merrill Lynch #02007 - Equities 82 82
    Merrill Lynch #02008 - Securities 145,419 145,419

    TY 2018 InvestmentsOtherSchedule2
    Name:
    HERVE AND FLORENCE GOGUELY FAMILY FOUNDA
     
    FOUNDATION
    EIN:
    77-0529457
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Artwork - Christo AT COST 35,000 35,000

    TY 2018 OtherAssetsSchedule
    Name:
    HERVE AND FLORENCE GOGUELY FAMILY FOUNDA
     
    FOUNDATION
    EIN:
    77-0529457
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Other Current Asset 41 0  
    Federal Income Tax - Receivable 104 0  


    TY 2018 OtherExpensesSchedule
    Name:
    HERVE AND FLORENCE GOGUELY FAMILY FOUNDA
     
    FOUNDATION
    EIN:
    77-0529457
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank fees 1,233 0   0
    Investment Expenses 3,524 3,524   0
    Other Expenses 170 0   0
    Accounting fees 350 0   0


    TY 2018 OtherIncreasesSchedule
    Name:
    HERVE AND FLORENCE GOGUELY FAMILY FOUNDA
     
    FOUNDATION
    EIN:
    77-0529457
    Description Amount
    Unrealized Gains 3,024


    TY 2018 OtherLiabilitiesSchedule
    Name:
    HERVE AND FLORENCE GOGUELY FAMILY FOUNDA
     
    FOUNDATION
    EIN:
    77-0529457
    Description Beginning of Year - Book Value End of Year - Book Value
    California Tax Payable 10 0


    TY 2018 TaxesSchedule
    Name:
    HERVE AND FLORENCE GOGUELY FAMILY FOUNDA
     
    FOUNDATION
    EIN:
    77-0529457
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CALIFORNIA INCOME TAX 10 0   0
    FEDERAL EXCISE TAX 56 0   0
    Foreign Div. Tax 199 0   0