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
MARILYN AND MARSHALL BUTLER FNDTN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 641939
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA90064
A Employer identification number

13-3591664
B Telephone number (see instructions)

(866) 888-5157
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$2,785,823J 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) 57,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 73,059 73,059  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 92,529
b Gross sales price for all assets on line 6a 1,107,898
7 Capital gain net income (from Part IV, line 2)... 92,529
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........ 222,588 165,588 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,325 1,162 0 1,162
c Other professional fees (attach schedule).... Click to see attachment 22,915 22,915 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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 250 0 0 250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,490 24,077 0 1,412
25 Contributions, gifts, grants paid....... 175,262 175,262
26 Total expenses and disbursements. Add lines 24 and 25 200,752 24,077 0 176,674
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 21,836
b Net investment income (if negative, enter -0-) 141,511
c Adjusted net income (if negative, enter -0-)... 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............. 3,161 4,118 4,118
2 Savings and temporary cash investments......... 327,939 124,905 124,905
3 Accounts receivable bullet1,350
Less: allowance for doubtful accounts bullet   1,200 1,350 1,350
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)....... 1,328,749 Click to see attachment1,156,221 1,307,964
c Investments—corporate bonds (attach schedule)....... 578,923 Click to see attachment769,117 749,235
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 452,343 Click to see attachment604,966 598,251
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,692,315 2,660,677 2,785,823
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 2,692,315 2,660,677
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 2,692,315 2,660,677
31 Total liabilities and net assets/fund balances (see instructions). 2,692,315 2,660,677
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
2,692,315
2
Enter amount from Part I, line 27a .....................
2
21,836
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,714,151
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
53,474
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,660,677
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 JPMORGAN CAP TRANSACTIONS ACCT 0009 P 2018-01-01 2018-12-31
b JPMORGAN CAP TRANSACTIONS ACCT 0009 P 2017-01-01 2018-12-31
c JPMORGAN CAP GAIN DISTRIBUTIONS ACCT 0009 P 2017-01-01 2018-12-31
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 253,802   258,065 -4,263
b 819,024   757,304 61,720
c 35,072     35,072
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -4,263
b       61,720
c       35,072
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 92,529
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 -4,263
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 116,966 2,932,566 0.039885
2016 128,900 2,630,913 0.048994
2015 142,573 2,677,721 0.053244
2014 145,754 2,733,491 0.053322
2013 155,525 2,376,121 0.065453
2
Total of line 1, column (d) .....................
2
0.260898
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
0.052180
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,015,840
5
Multiply line 4 by line 3......................
5
157,367
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,415
7
Add lines 5 and 6........................
7
158,782
8
Enter qualifying distributions from Part XII, line 4,.............
8
176,674
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 1,415
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 1,415
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 1,415
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,829
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,829
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 414
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet414 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPRAGER METIS CPAS LLC Telephone no.bullet (212) 643-0099

    Located atbullet14 PENN PLAZA 18TH FLOORNEW YORKNY ZIP+4bullet10122
    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
    MARILYN BUTLER TRUSTEE
    1.00     		0 0 0
    PO BOX S3
    ASPEN,CO81611
    LAWRENCE BUTLER TRUSTEE
    1.00     		0 0 0
    PO BOX S3
    ASPEN,CO81611
    MICHAEL BUTLER TRUSTEE
    1.00     		0 0 0
    PO BOX S3
    ASPEN,CO81611
    HILLARY BUTLER TRUSTEE
    1.00     		0 0 0
    PO BOX S3
    ASPEN,CO81611
    ELIOT BUTLER TRUSTEE
    1.00     		0 0 0
    PO BOX S3
    ASPEN,CO81611
    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
    2,897,243
    b
    Average of monthly cash balances.......................
    1b
    164,524
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,061,767
    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
    3,061,767
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    45,927
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,015,840
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    150,792
    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
    150,792
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,415
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,415
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    149,377
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    149,377
    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
    149,377
    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
    176,674
    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
    176,674
    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
    1,415
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    175,259
    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 7 149,377
    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...... 42,837
    b From 2014...... 7,158
    c From 2015...... 9,891
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 59,886
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 176,674
    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..... 149,377
    e Remaining amount distributed out of corpus 27,297
    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 87,183
    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) ...     		42,837
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		44,346
    10 Analysis of line 9:
    a Excess from 2014.... 7,158
    b Excess from 2015.... 9,891
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 27,297
    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
    ABANDONED CHILDREN'S FUND
    2360 MENDOCINO AVE
    SANTA ROSA,CA95403     		  PC GENERAL 100
    ADOPT A PLATOON
    PO BOX 234
    LOZANO,TX78568     		  PC GENERAL 33
    ALFALIT INTERNATIONAL
    3026 NW 79TH AVE
    DORAL,FL33122     		  PC GENERAL 50
    ALZHEIMER'S ASSOCIATION
    225 NORTH MICHIGAN AVENUE SUITE
    1700
    CHICAGO,IL60601     		  PC GENERAL 75
    ALZHEIMER'S DISEASE RESEARCH FOUNDATION
    34 WASHINGTON ST SUITE 200
    WELLESLEY HILLS,MA02481     		  PC GENERAL 100
    AMERICAN CIVIL LIBERTIES UNION
    125 BROAD ST 18TH FLOOR
    NEW YORK,NY10033     		  PC GENERAL 100
    AMERICAN DIABETES ASSOCIATION
    2451 CRYSTAL DRIVE SUITE 900
    ARLINGTON,VA22202     		  PC GENERAL 100
    AMERICAN FRIENDS JORDAN RIVER VILLAGE FOUNDATION
    244 MADISON AVE SUITE 482
    NEW YORK,NY10016     		  PC GENERAL 8,500
    AMERICAN FRIENDS OF LEKET ISRAEL
    PO BOX 2090
    TEANECK,NJ07666     		  PC GENERAL 500
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    NATIONAL HEADQUARTERS 352 7TH AVE
    SUITE 400
    NEW YORK,NY10001     		  PC GENERAL 1,000
    AMERICAN ISRAEL FRIENDSHIP LEAGUE
    1430 BROADWAY RM 1804
    NEW YORK,NY10018     		  PC GENERAL 250
    AMERICAN JEWISH WORLD SERVICES
    45 WEST 36TH ST 11TH FLOOR
    NEW YORK,NY10018     		  PC GENERAL 250
    AMERICAN KIDNEY FUND
    11921 ROCKVILLE PIKE SUITE 300
    ROCKVILLE,MD20852     		  PC GENERAL 50
    AMERICAN LEPROSY MISSIONS
    120 BROADUS AVE
    GREENVILLE,SC29601     		  PC GENERAL 25
    AMERICAN PARKINSON DISEASE ASSOCIATION
    PARKINSON PLAZA 135 PARKINSON AVE
    STATEN ISLAND,NY10305     		  PC GENERAL 100
    AMERICAN RED CROSS
    430 17TH STREET NW
    WASHINGTON,DC20006     		  PC GENERAL 105
    AMERICAN SOCIETY FOR YAD VASHEM
    500 FIFTH AVENUE 42ND FLOOR
    NEW YORK,NY10110     		  PC GENERAL 250
    AMERICA'S VETDOGS
    371 JERICHO TURNPIKE
    ST JAMES,NY11780     		  PC GENERAL 100
    AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION
    1275 K STREET NW SUITE 250
    WASHINGTON,DC20005     		  PC GENERAL 100
    ARTHRITIS FOUNDATION
    1355 PEACHTREE ST SUITE 600
    ATLANTA,GA30309     		  PC GENERAL 50
    ASCENDIGO AUTISM SERVICES INC
    818 INDUSTRY PLACE
    CARBONDALE,CO81623     		  PC GENERAL 10,000
    ASPEN EDUCATION FOUNDATION
    PO BOX 2200
    ASPEN,CO81612     		  PC GENERAL 20,000
    AUTISM SPEAKS INC
    1 EAST 33RD STREET 4TH FLOOR
    NEW YORK,NY10016     		  PC GENERAL 5,000
    BIKUR CHOLIM
    156 5TH AVENUE 1100
    NEW YORK,NY10010     		  PC GENERAL 1,000
    BIRTHRIGHT ISRAEL FOUNDATION
    PO BOX 21615
    NEW YORK,NY10087     		  PC GENERAL 300
    BLINDED VETERANS ASSOCIATION
    125 NORTH WEST ST 3RD FLOOR
    ALEXANDRIA,VA22314     		  PC GENERAL 50
    BOWERY MISSION
    432 PARK AVENUE SOUTH 3RD FLOOR
    NEW YORK,NY10016     		  PC GENERAL 100
    BRAILLE INSTITUTE OF AMERICA
    741 NORTH VERMONT AVE
    LOS ANGELES,CA90029     		  PC GENERAL 100
    CENTER FOR REPRODUCTIVE RIGHTS
    199 WATER STREET 22ND FLOOR
    NEW YORK,NY10038     		  PC GENERAL 75
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET 8TH FLOOR
    NEW YORK,NY10022     		  PC GENERAL 100
    CHILDREN'S HUNGER RELIEF FUND
    2360 PROFESSIONAL DRIVE SUITE 200
    SANTA ROSA,CA95403     		  PC GENERAL 100
    CITY HARVEST INC
    6 EAST 32ND STREET 5TH FLOOR
    NEW YORK,NY10016     		  PC GENERAL 100
    CITY MEALS ON WHEELS
    355 LEXINGTON AVE
    NEW YORK,NY10017     		  PC GENERAL 133
    COALITION FOR THE HOMELESS
    129 FULTON ST
    NEW YORK,NY10038     		  PC GENERAL 100
    COMPASSION & CHOICES
    101 SW MADISON ST UNIT 8009
    PORTLAND,OR97207     		  PC GENERAL 500
    CONGREGATION OF ZARUA
    127 EAST 82ND STREET
    NEW YORK,NY10028     		  PC GENERAL 2,750
    CROHN'S & COLITIS FOUNDATION INC
    733 THIRD AVENUE SUITE 510
    NEW YORK,NY10017     		  PC GENERAL 200
    DISABLED AMERICAN VETERANS
    3725 ALEXANDRIA PIKE
    COLD SPRING,KY41076     		  PC GENERAL 150
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006     		  PC GENERAL 500
    DOROT
    171 WEST 85TH STREET
    NEW YORK,NY10024     		  PC GENERAL 100
    EAST 55TH STREET SYNAGOGUE
    308 EAST 55TH STREET
    NEW YORK,NY10022     		  PC GENERAL 250
    EPILEPSY FOUNDATION
    8301 PROFESSIONAL PLACE
    LANDOVER,MD20785     		  PC GENERAL 50
    FEDERATION OF JEWISH COMMUNITIES
    445 PARK AVENUE SUITE 1702
    NEW YORK,NY10022     		  PC GENERAL 500
    FEED THE CHILDREN
    333 N MERIDIAN
    OKLAHOMA CITY,OK73107     		  PC GENERAL 100
    FINCA INTERNATIONAL
    1201 15TH STREET NW 8TH FLOOR
    WASHINGTON,DC20005     		  PC GENERAL 100
    FOOD BANK FOR NYC
    39 BROADWAY 10TH FLOOR
    NEW YORK,NY10006     		  PC GENERAL 250
    FOOD FOR THE POOR INC
    6401 LYONS ROAD
    COCONUT CREEK,FL33073     		  PC GENERAL 100
    FOUNTAIN HOUSE
    425 WEST 47TH STREET
    NEW YORK,NY10036     		  PC GENERAL 100
    FRIENDS OF ISRAEL DISABLED VETERANS
    1133 BROADWAY 232
    NEW YORK,NY10010     		  PC GENERAL 250
    FRIENDS OF WESTHAMPTON AMBULANCE INC
    3 HAZELWOOD AVE
    W HAMPTON BEACH,NY11978     		  PC GENERAL 52
    FRIENDS OF YAD SARAH
    445 PARK AVENUE SUITE 1702
    NEW YORK,NY10022     		  PC GENERAL 100
    GUGGENHEIM MUSEUM
    1071 5TH AVE
    NEW YORK,NY10128     		  PC GENERAL 600
    GUIDE DOGS FOR THE BLIND
    PO BOX 151200
    SAN RAFAEL,CA94915     		  PC GENERAL 100
    HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA INC
    40 WALL STREET 8TH FLOOR
    NEW YORK,NY10005     		  PC GENERAL 100,000
    HEBREW BURIAL & FREE LOAN ASSOCIATION OF NEW HAVEN
    PO BOX 3783
    WOODBRIDGE,CT06525     		  PC GENERAL 100
    HEIFER INTERNATIONAL
    PO BOX 727
    LITTLE ROCK,AR72203     		  PC GENERAL 100
    ISRAEL CANCER REEARCH FUND
    52 VANDERBILT AVENUE SUITE 1510
    NEW YORK,NY10017     		  PC GENERAL 100
    JCC MANHATTAN
    334 AMSTERDAM AVE
    NEW YORK,NY10023     		  PC GENERAL 250
    JDC CORPORATION
    610 MANTON AVENUE
    PROVIDENCE,RI02909     		  PC GENERAL 100
    JEWISH FOUNDATION FOR THE RIGHTEOUS
    305 SEVENTH AVENUE 19TH FLOOR
    NEW YORK,NY10001     		  PC GENERAL 100
    LIGHTHOUSE GUILD INTERNATIONAL INC
    250 WEST 64TH STREET
    NEW YORK,NY10023     		  PC GENERAL 200
    LUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573     		  PC GENERAL 100
    LUPUS FOUNDATION OF AMERICA
    2121 K STREET NW SUITE 200
    WASHINGTON,DC20037     		  PC GENERAL 2,000
    MACULAR DEGENERATION ASSOCIATION
    5969 CATTLERIDGE BLVD SUITE 100
    SARASOTA,FL34232     		  PC GENERAL 100
    MAKE A WISH FOUNDATION
    4742 N 24TH STREET SUITE 400
    PHOENIX,AZ85016     		  PC GENERAL 100
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    1275 YORK AVENUE
    NEW YORK,NY10065     		  PC GENERAL 50
    MERCY CORPS
    45 SW ANKENY STREET
    PORTLAND,OR97204     		  PC GENERAL 100
    MERCY SHIPS
    15862 STATE HIGHWAY 110 NORTH
    LINDALE,TX75771     		  PC GENERAL 100
    METRO COUNCIL ON JEWISH POVERTY
    77 WATER STREET 7TH FLOOR
    NEW YORK,NY10005     		  PC GENERAL 1,000
    MOTHER'S AGAINST DRUNK DRIVERS
    511 EAST JOHN CARPENTER FWY SUITE
    700
    IRVING,TX75062     		  PC GENERAL 50
    MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA
    375 KINGS HIGHWAY NORTH
    CHERRY HILL,NJ08034     		  PC GENERAL 100
    MUSCULAR DYSTROPHY ASSOCIATION
    161 NORTH CLARK SUITE 3550
    CHICAGO,IL60601     		  PC GENERAL 50
    NATIONAL DIABETES FUND
    259 WEST 30TH STREET SUITE 402
    NEW YORK,NY10001     		  PC GENERAL 50
    NATIONAL GLAUCOMA RESEARCH
    55 STEVENSON STREET
    SAN FRANCISCO,CA94105     		  PC GENERAL 50
    NATIONAL HEMOPHILIA FOUNDATION
    7 PENNSYLVANIA PLAZA SUITE 1204
    NEW YORK,NY10001     		  PC GENERAL 50
    NATIONAL JEWISH HEALTH
    1400 JACKSON STREET
    DENVER,CO80206     		  PC GENERAL 50
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 THIRD AVENUE 3RD FLOOR
    NEW YORK,NY10017     		  PC GENERAL 100
    NATIONAL ORGANIZATION FOR WOMEN
    PO BOX 32674
    SANTA FE,NM87594     		  PC GENERAL 100
    NATIVE AMERICAN CHILDREN'S FUND
    24 EAST PALISADE BASIN DRIVE
    RED LODGE,MT59068     		  PC GENERAL 104
    NATIVE AMERICAN VETERANS ASSISTANCE
    1010 ENNEN DRIVE
    RAPID CITY,SD57703     		  PC GENERAL 100
    NEW YORK PUBLIC RADIO
    160 VARICK STREET 8TH FLOOR
    NEW YORK,NY10013     		  PC GENERAL 50
    NORTH PLAINS RESERVATION AID
    16415 ADDISON ROAD SUITE 200
    ADDISON,TX750013210     		  PC GENERAL 200
    OPERATION HOMEFRONT
    1355 CENTRAL PARKWAY SOUTH SUITE
    100
    SAN ANTONIO,TX78232     		  PC GENERAL 50
    OPERATION SMILE
    3641 FACULTY BOULEVARD
    VIRGINIA BEACH,VA23453     		  PC GENERAL 250
    OXFAM AMERICA
    226 CAUSEWAY STREET 5TH FLOOR
    BOSTON,MA02114     		  PC GENERAL 150
    PARALYZED VETERANS OF AMERICA
    704 SOUTH JONES BLVD
    LAS VEGAS,NV89107     		  PC GENERAL 250
    PECONIC BAYKEEPER
    PO BOX 893 10 COUNTRY ROAD
    QUOGUE,NY11959     		  PC GENERAL 50
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    123 WILLIAMS ST
    NEW YORK,NY10038     		  PC GENERAL 1,700
    POLICE ATHLETIC LEAGUE
    34 1/2 EAST 12TH STREET
    NEW YORK,NY10003     		  PC GENERAL 75
    PROJECT HOPE
    255 CARTER HALL LANE PO BOX 250
    MILLWOOD,VA22646     		  PC GENERAL 50
    PROSTATE CANCER FOUNDATION
    1250 FOURTH STREET
    SANTA MONICA,CA90401     		  PC GENERAL 100
    QUOGUE FIRE DEPARTMENT
    PO BOX QFD
    QUOGUE,NY11959     		  PC GENERAL 200
    QUOGUE VILLAGE POLICE BENEVOLENT ASSOCIATION
    PO BOX 449
    QUOGUE,NY11959     		  PC GENERAL 75
    RED CLOUD INDIAN SCHOOL
    100 MISSION DRIVE
    PINE RIDGE,SD57770     		  PC GENERAL 100
    RONALD MCDONALD HOUSE NEW YORK
    405 EAST 73RD STREET
    NEW YORK,NY10021     		  PC GENERAL 245
    SAINT JOSEPH'S INDIAN SCHOOL
    1301 NORTH MAIN STREET PO BOX 89
    CHAMBERLAIN,SD57325     		  PC GENERAL 100
    SAINT JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		  PC GENERAL 100
    SAINT LABRE INDIAN SCHOOL
    PO BOX 216
    ASHLAND,MT59003     		  PC GENERAL 100
    SAVE THE CHILDREN FEDERATION
    501 KINGS HIGHWAY EAST SUITE 400
    FAIRFIELD,CT06825     		  PC GENERAL 50
    SEEDLINGS BRAILLE BOOKS FOR CHILDREN
    PO BOX 51924
    LIVONIA,MI48151     		  PC GENERAL 100
    SERIOUS FUN CHILDREN'S NETWORK
    228 SAUGATUCK AVENUE
    WESTPORT,CT06880     		  PC GENERAL 1,500
    SHARE OUR STRENGTH
    1030 15TH STREET NW SUITE 1100W
    WASHINGTON,DC20005     		  PC GENERAL 100
    SOARING EAGLE
    922 WYOMING AVE
    BILLINGS,MT59101     		  PC GENERAL 250
    SOS CHILDREN'S VILLAGE
    PO BOX 34604
    BETHASDA,MD20827     		  PC GENERAL 100
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		  PC GENERAL 600
    SOUTHWEST RESERVATION AID
    16415 ADDISON ROAD SUITE 200
    ADDISON,TX750013210     		  PC GENERAL 105
    SPECIAL OLYMPICS NY
    504 BALLTOWN ROAD
    SCHNECTADY,NY12304     		  PC GENERAL 150
    TECHNO SERVE
    1120 19TH STREET NW 8TH FLOOR
    WASHINGTON,DC20036     		  PC GENERAL 50
    THE ACTOR'S FUND
    729 SEVENTH AVENUE 10TH FLOOR
    NEW YORK,NY10019     		  PC GENERAL 250
    THE FRESH AIR FUND
    633 THIRD AVENUE
    NEW YORK,NY10017     		  PC GENERAL 500
    THE GLAUCOMA FOUNDATION
    80 MAIDEN LANE ROOM 700
    NEW YORK,NY10038     		  PC GENERAL 50
    THE JEWISH MUSEUM
    1109 5TH AVE
    NEW YORK,NY10128     		  PC GENERAL 2,500
    THE JEWISH THEOLOGICAL SEMINARY
    3080 BROADWAY
    NEW YORK,NY10027     		  PC GENERAL 500
    THE NEW YORK STEM CELL FOUNDATION
    619 WEST 54TH STREET
    NEW YORK,NY10019     		  PC GENERAL 1,500
    THE RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS
    701 OKEECHOBEE BOULEVARD
    WEST PALM BEACH,FL33401     		  PC GENERAL 500
    THE TRUST FOR PUBLIC LAND
    101 MONTGOMERY ST STE 900
    SAN FRANCISCO,CA94104     		  PC GENERAL 100
    TOYS FOR TOTS
    38 HAWLEY STREET
    BINGHAMTON,NY13901     		  PC GENERAL 50
    UJA - FEDERATION OF NY
    130 EAST 59TH STREET
    NEW YORK,NY10022     		  PC GENERAL 500
    USA FOR UNHCR
    259 WEST 30TH STREET
    NEW YORK,NY10001     		  PC GENERAL 100
    VISITING NURSE SERVICES
    107 EAST 70TH STREET 5TH FLOOR
    NEW YORK,NY10021     		  PC GENERAL 100
    WOMEN FOR WOMEN INTERNATIONAL
    2000 M STREET NW SUITE 200
    WASHINGTON,DC20036     		  PC GENERAL 50
    WOMEN'S JUSTICE NOW
    150 WEST 28TH STREET
    NEW YORK,NY10001     		  PC GENERAL 100
    WOUNDED WARRIORS PROJECT
    4899 BELFORT ROAD SUITE 300
    JACKSONVILLE,FL32256     		  PC GENERAL 200
    YIVO INSTITUTE FOR JEWISH
    15 WEST 16TH STREET
    NEW YORK,NY10011     		  PC GENERAL 360
    Total .................................bullet 3a 175,262
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 73,059  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 92,529  
    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).. 0 165,588 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    165,588
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


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

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

    13-3591664
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    MARILYN AND MARSHALL BUTLER FNDTN
          		Employer identification number
    13-3591664
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    THE BUTLER CLAT DTD 6-30-99
     
    PO BOX 641939
     
    LOS ANGELES, CA90064

    		$ 57,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    MARILYN AND MARSHALL BUTLER FNDTN
          		Employer identification number

    13-3591664
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    MARILYN AND MARSHALL BUTLER FNDTN
          		Employer identification number

    13-3591664
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    MARILYN AND MARSHALL BUTLER FNDTN
    EIN:
    13-3591664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,325 1,162 0 1,162

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    MARILYN AND MARSHALL BUTLER FNDTN
    EIN:
    13-3591664
    Name of Bond End of Year Book Value End of Year Fair Market Value
    256210105 DODGE & COX INCOME FUND 57,554 55,391
    258620103 DOUBLELINE TOTL RET 93,924 89,955
    48121L320 JPM UNCONSTRAINED DEBT 28,814 27,379
    4812C0100 JPMORGAN CORE BOND-R6 211,811 206,033
    54401E143 LORD ABBETT SHRT DUR INC 57,785 57,785
    552746364 MFS EMERGING MKTS DEBT FD 29,850 27,259
    693390841 PIMCO FD PAC INV MGM 27,218 27,738
    722005816 PIMCO INVESTMENT GRADE CORPORATE 121,826 117,594
    808524870 SCHWAB US TIPS ETF 29,679 29,394
    83002G108 SIX CIRCLES ULTRA SHORT DURATION 57,273 57,044
    921937827 VANGUARD SHORT-TERM BOND ETF 53,383 53,663

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    MARILYN AND MARSHALL BUTLER FNDTN
    EIN:
    13-3591664
    Name of Stock End of Year Book Value End of Year Fair Market Value
    115233579 BROWN ADV JAPAN ALPH 25,344 16,390
    14042Y601 CAPITAL GR NON US EQ 54,885 63,247
    315911750 FIDELITY 500 INDEX 84,275 81,189
    464287507 ISHARES CORE S&P MID 151,785 148,949
    46641Q696 JPMORGAN BETABUILDERS 29,684 24,751
    48121L817 JPMORGAN US EQUITY 30,138 57,696
    64122Q309 NEUBERGER BER MU/C O 95,004 108,343
    74160Q301 PRIMECAP ODYSSEY STO 70,423 89,586
    77956H435 T ROWE PRICE OVERSEA 61,490 60,129
    78462F103 SPDR S&P 500 ETF TRU 424,330 542,576
    83002G405 SIX CIRCLES INTERNATIONAL 42,954 38,130
    83302G306 SIX CIRCLES US UNCONSTRAINED 85,909 76,978

    TY 2018 InvestmentsOtherSchedule2
    Name:
    MARILYN AND MARSHALL BUTLER FNDTN
    EIN:
    13-3591664
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    09257V508 BLACKSTONE ALT MULTI-STRAT AT COST 57,785 55,884
    12628J881 CRM LONG/SHORT OPPOR AT COST 28,077 25,259
    25264S833 DIAMOND HILL LONG/SHORT AT COST 23,997 22,136
    29446A710 EQUINOX FDS TR IPM S AT COST 30,280 30,341
    46434G822 ISHARES INC MSCI JAPAN AT COST 30,537 24,787
    46641Q688 JPM BETABUILDERS DEVELOPED ASIA AT COST 13,430 13,539
    46641Q712 JPMORGAN BETABUILDERS JAPAN AT COST 20,034 19,916
    46641Q720 JPMORGAN BETABUILDERS EUROPE AT COST 47,143 47,206
    48129C207 JPMORGAN GL RES ENH IDX-R6 AT COST 114,504 120,852
    92203J-30-8 VANGUARD TOTAL INTL BND-ADM AT COST 235,179 234,331
    ARTWORK-MIRIAM CABESSA AT COST 4,000 4,000

    TY 2018 OtherDecreasesSchedule
    Name:
    MARILYN AND MARSHALL BUTLER FNDTN
    EIN:
    13-3591664
    Description Amount
    COST BASIS ADJUSTMENT 53,474


    TY 2018 OtherExpensesSchedule
    Name:
    MARILYN AND MARSHALL BUTLER FNDTN
    EIN:
    13-3591664
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NYS FILING FEE 250 0 0 250


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    MARILYN AND MARSHALL BUTLER FNDTN
    EIN:
    13-3591664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES 22,915 22,915 0 0