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
CHARLES K & ESTHER KRIEGER FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address)C/O S LICHTSTEIN 75 LIVINGSTON AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROSELAND, NJ07068
A Employer identification number

26-2680294
B Telephone number (see instructions)

(973) 325-7800
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$10,953,850J 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) 12,065
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 382,547 382,547  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,616
b Gross sales price for all assets on line 6a 1,390,145
7 Capital gain net income (from Part IV, line 2)... 79,364
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)....... Click to see attachment 3,206 3,206  
12 Total. Add lines 1 through 11........ 401,434 465,117  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,000 7,500   67,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 10,365 1,037   9,328
b Accounting fees (attach schedule)....... Click to see attachment 10,244 9,220   1,024
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 14,685 3,685   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 19 19   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 110,313 21,461   77,852
25 Contributions, gifts, grants paid....... 627,500 627,500
26 Total expenses and disbursements. Add lines 24 and 25 737,813 21,461   705,352
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -336,379
b Net investment income (if negative, enter -0-) 443,656
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............. 748,351 512,714 512,714
2 Savings and temporary cash investments.........      
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)....... 5,455,457 Click to see attachment5,932,821 5,781,045
c Investments—corporate bonds (attach schedule)....... 191,253 Click to see attachment94,338 90,948
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,511,138 Click to see attachment5,047,483 4,557,466
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment10,442 Click to see attachment11,677 Click to see attachment11,677
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,916,641 11,599,033 10,953,850
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........ 11,916,641 11,599,033
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)..... 11,916,641 11,599,033
31 Total liabilities and net assets/fund balances (see instructions). 11,916,641 11,599,033
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
11,916,641
2
Enter amount from Part I, line 27a .....................
2
-336,379
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
18,771
4
Add lines 1, 2, and 3 ..........................
4
11,599,033
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
11,599,033
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES D    
b PUBLICLY TRADED SECURITIES P    
c PUBLICLY TRADED SECURITIES P    
d CAPITAL GAINS DIVIDENDS P    
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 1,078,033   1,066,495 11,538
b 139,199   150,581 -11,382
c 84,973   93,705 -8,732
d 87,940     87,940
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       11,538
b       -11,382
c       -8,732
d       87,940
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 79,364
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 644,955 9,550,313 0.067532
2016 0 0 0.000000
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
0.067532
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
0.033766
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
11,749,965
5
Multiply line 4 by line 3......................
5
396,749
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,437
7
Add lines 5 and 6........................
7
401,186
8
Enter qualifying distributions from Part XII, line 4,.............
8
705,352
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 4,437
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 4,437
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 4,437
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 11,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,000
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 6,563
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet6,563 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)
    bulletNJ
    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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletSTEPHEN P LICHTSTEIN Telephone no.bullet (973) 325-7800

    Located atbullet75 LIVINGSTON AVENUEROSELANDNJ ZIP+4bullet07068
    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
    STEPHEN P LICHTSTEIN PRESIDENT
    5.00     		25,000 0 0
    10 CHERRY HILL ROAD
    LIVINGSTON,NJ07039
    ELLIOT BERKOWITZ VICE PRESIDENT
    5.00     		25,000 0 0
    110-55 72ND RD APT 410
    FOREST HILLS,NY11375
    ELAINE WEIDMANN SECRETARY/TREASURER
    5.00     		25,000 0 0
    5005 SANLO PLACE
    WOODLAND HILLS,CA91364
    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
     
    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
    11,466,293
    b
    Average of monthly cash balances.......................
    1b
    462,605
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,928,898
    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
    11,928,898
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    178,933
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,749,965
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    587,498
    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
    587,498
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    4,437
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,437
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    583,061
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    583,061
    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
    583,061
    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
    705,352
    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
    705,352
    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
    4,437
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    700,915
    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 7 583,061
    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......  
    c From 2015......  
    d From 2016......  
    e From 2017...... 178,829
    fTotal of lines 3a through e........ 178,829
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 705,352
    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..... 583,061
    e Remaining amount distributed out of corpus 122,291
    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 5 301,120
    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 ......     		301,120
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017.... 178,829
    e Excess from 2018.... 122,291
    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
    AMER ASSOC OF BEN UNIV
    1001 AVENUE OF THE AMERICAS
    NEW YORK,NY10018     		N/A 501C3 GENERAL 75,000
    ASPCA
    424 E 92ND ST
    NEW YORK,NY101286804     		N/A 501C3 GENERAL 2,500
    CITY OF HOPE
    1500 EAST DUARTE ROAD
    DUARTE,CA91010     		N/A 501C3 GENERAL 2,500
    DEFIANCE COLLEGE
    701 N CLINTON
    DEFIANCE,OH43512     		N/A 501C3 GENERAL 100,000
    FRIENDS OF TEMPLE BETH-EL JERSEY CITY
    2419 JOHN F KENNEDY BLVD
    JERSEY CITY,NJ07304     		N/A 501C3 GENERAL 125,000
    HADASSAH THE WOMENS ZIONIST OR
    40 WALL STREET
    NEW YORK,NY10005     		N/A 501C3 GENERAL 500
    LITERACY NASSAU INC
    187 SMITH STREET
    FREEPORT,NY11520     		N/A 501C3 GENERAL 5,000
    MT ANIMAL SHELTER
    194 ROUTE 10 WEST
    EAST HANOVER,NJ07936     		N/A 501C3 GENERAL 2,000
    US HOLOCAUST MEM MUSEUM
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024     		N/A 501C3 GENERAL 10,000
    HADASSAH MEDICAL RELIEF ASSOCIATION INC
    40 WALL STREET
    NEW YORK,NY10005     		N/A 501C3 GENERAL 250,000
    JEWISH COMMUNITY OF AMHERST INC
    742 MAIN STREET
    AMHERST,MA010022413     		N/A 501C3 GENERAL 1,500
    AMERICAN BICYCLING EDUCATION ASSOCIATION INC
    PO BOX 2466
    ORLANDO,FL328022466     		N/A 501C3 GENERAL 500
    JAFCO INC
    4200 N UNIVERSITY DRIVE
    SUNRISE,FL33351     		N/A 501C3 GENERAL 2,000
    AMERICAN COMMITTEE FOR SHAARE ZEDEK
    55 W 39TH STREET 4TH FLOOR
    NEW YORK,NY10018     		N/A 501C3 GENERAL 25,000
    EARLHAM COLLEGE
    701 NATIONAL RD W
    RICHMOND,IN47374     		N/A 501C3 GENERAL 10,000
    WORLD CENTRAL KITCHEN INC
    1875 CONNECTICUT AVENUE NW 10TH
    FLOOR
    WASHINGTON,DC20009     		N/A 501C3 GENERAL 2,500
    COMPASSION WITHOUT BORDERS
    PO BOX 14995
    SANTA ROSA,CA95402     		N/A 501C3 GENERAL 1,500
    NATIONAL WOMENS LAW CENTER
    11 DUPONT CIRCLE NW 800
    WASHINGTON,DC20036     		N/A 501C3 GENERAL 2,500
    ST BARNABAS MEDICAL CENTER
    95 OLD SHORT HILLS ROAD
    WEST ORANGE,NJ07052     		N/A 501C3 GENERAL 2,500
    THE DWELLING PLACE OF NY INC
    409 W 40TH STREET
    NEW YORK,NY10018     		N/A 501C3 GENERAL 500
    NEW ENGLAND LAB RESCUE INC
    751 DEERING RIDGE RD
    EAST WATERBORO,ME04030     		N/A 501C3 GENERAL 1,500
    PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INCPROCTOR TERRACE
    930 GEORGIA STREET
    LOS ANGELES,CA900151322     		N/A 501C3 GENERAL 5,000
    Total .................................bullet 3a 627,500
    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....     14 382,547  
    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.....     01 3,206  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 3,616  
    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).. 0 389,369 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    389,369
    (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
    CHARLES K & ESTHER KRIEGER FOUNDATION
    INC
    Employer identification number

    26-2680294
    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
    CHARLES K & ESTHER KRIEGER FOUNDATION
    INC         		Employer identification number
    26-2680294
    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
    ESTATE OF ESTHER KRIEGER
     
    C/O S LICHTSTEIN 75 LIVINGSTON AVE
     
    ROSELAND, NJ07068

    		$ 12,065


    (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
    CHARLES K & ESTHER KRIEGER FOUNDATION
    INC         		Employer identification number

    26-2680294
    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
    CHARLES K & ESTHER KRIEGER FOUNDATION
    INC         		Employer identification number

    26-2680294
    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:
    CHARLES K & ESTHER KRIEGER FOUNDATION
     
    INC
    EIN:
    26-2680294
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND BOOKKEEPING FEES 10,244 9,220   1,024

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    CHARLES K & ESTHER KRIEGER FOUNDATION
     
    INC
    EIN:
    26-2680294
    Name of Bond End of Year Book Value End of Year Fair Market Value
    100000 SHARES OF GOLDMAN SACHS GRP INC NOTES MEDIUM TERM NOTES CLLB 94,338 90,948

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    CHARLES K & ESTHER KRIEGER FOUNDATION
     
    INC
    EIN:
    26-2680294
    Name of Stock End of Year Book Value End of Year Fair Market Value
    54 SHARES OF ADIENT PLC 3,657 813
    260 SHARES OF AFFILIATED MANAGERS GROUP 44,021 25,334
    2000 SHARES OF ALTRIA GROUP INC 130,287 98,780
    1000 SHARES OF AMERICAN ELECTRIC POWER INC 66,120 74,740
    1400 SHARES OF AMERICAN EXPRESS COMPANY 114,688 133,448
    2700 SHARES OF AMERICAN STATES WTR CO 121,203 181,008
    1280 SHARES OF AMERIPRISE FINANCIAL INC 171,878 133,594
    125 SHARES OF AMPAL AMERICAN ISRAEL 1 0
    1000 SHARES OF ANNALY CAPITAL MANAGEMENT INC REIT 10,910 9,820
    2000 SHARES OF AT&T INC 76,520 57,080
    600 SHARES OF BERKSHIRE HATHAWAY INC SERIES B NEW 113,463 122,508
    70 SHARES OF BLACKROCK INC 27,847 27,497
    4000 SHARES OF BLACKSTONE MORTGAGE TRUST INC 123,258 127,440
    125 SHARES OF BOEING CO 22,989 40,313
    1600 SHARES OF BP PLC SPONS ADR 54,768 60,672
    610 SHARES OF CELANESE CORPORATION SERIES A 55,071 54,882
    730 SHARES OF CISCO SYSTEMS INC 34,085 31,631
    1000 SHARES OF CITIGROUP INC NEW 61,540 52,060
    450 SHARES OF CME GROUP INC 57,150 84,654
    1500 SHARES OF CMS ENERGY INC 66,195 74,475
    1000 SHARES OF COCA COLA COMPANY 45,407 47,350
    950 SHARES OF CONSOLIDATED EDISION INC 72,371 72,637
    1500 SHARES OF CSX CORP 73,815 93,195
    330 SHARES OF CUMMINS INC 50,441 44,101
    1000 SHARES OF CVS HEALTH CORPORATION 80,700 65,520
    285 DEERE & CO 40,751 42,513
    1000 SHARES OF DEVON ENERGY CORP 44,630 22,540
    205 SHARES OF DIAGEO PLC SPONSORED ADR NEW 23,313 29,069
    500 SHARES OF DISNEY WALT COMPANY 55,520 54,825
    1000 SHARES OF DOMINION ENERGY INC 76,250 71,460
    900 SHARES OF DOWDUPONT INC 51,744 48,132
    500 SHARES OF EATON CORP PLC 36,620 34,330
    984 SHARES OF ENBRIDGE INC 40,511 30,583
    1196 SHARES OF EVERGY INC 57,814 67,897
    1350 SHARES OF EVERSOURCE ENERGY 82,059 87,804
    1000 SHARES OF FIFTH THIRD BANCORP 27,212 23,530
    3000 SHARES OF FIRSTENERGY CORP 94,680 112,650
    16 SHARES OF FRONTIER COMMUNICATIONS CORP 701 38
    3800 SHARES OF GENERAL ELECTRIC COMPANY 114,722 28,766
    1000 SHARES OF GENERAL MILLS INC 58,780 38,940
    1000 SHARES OF GILEAD SCIENCES INC 74,165 62,550
    135 SHARES OF GOLDMAN SACHS GROUP INC 34,116 22,552
    1052 SHARES OF GOODYEAR TIRE & RUBBER 37,620 21,471
    1000 SHARES OF HAWAIIAN ELEC INDS INC 33,440 36,620
    700 SHARES OF HSBC HOLDINGS PLC-SPON ADR 28,588 28,777
    800 SHARES OF ISHARES SILVER TR ETF 16,759 14,520
    2000 SHARES OF INTEL CORP 97,417 93,860
    310 SHARES OF ISHARES ETF RUSSELL 2000 GROWTH 50,542 52,080
    1500 SHARES OF ISHARES ETF U.S. PREFERRED STOCK 57,600 51,345
    1000 SHARES OF ISHARES IBOXX & ETF INVESTMENT GRADE CORP BD 119,325 112,820
    1604 SHARES OF ISHARES MSCI ETF EMERGING MARKETS 61,882 62,652
    500 SHARES OF JOHNSON & JOHNSON 70,943 64,525
    1000 SHARES OF JOHNSON CTLS INTL PLC 38,919 29,650
    715 SHARES OF JPMORGAN CHASE & CO 71,216 69,798
    1550 SHARES OF MANULIFE FINL CORP 28,272 21,995
    1200 SHARES OF MEDTRONIC PLC 98,484 109,152
    1375 SHARES OF MERCK & CO INC NEW 91,039 105,064
    709 SHARES OF MICROSOFT CORP 46,042 72,013
    1000 SHARES OF MONDELEZ INTL INC 41,805 40,030
    1833 SHARES OF NATION GRID PLC ADR SPONSORED ADR NEW 2017 120,020 87,947
    500 SHARES OF NESTLE S A REG ADR 38,295 40,480
    2225 SHARES OF NEW JERSEY RES CORP 88,221 101,616
    510 SHARES OF NEXTERA ENERGY INC 65,999 88,648
    750 SHARES OF NORTHROP GRUMMAN CORP NEW 184,448 183,675
    1000 SHARES OF PFIZER INCORPORATED 45,108 43,650
    360 SHARES OF PNC FINANCIAL SERVICES GROUP 47,106 42,088
    1500 SHARES OF PROCTER & GAMBLE CO 131,779 137,880
    1500 SHARES OF PUBLIC SVC ENTERPRISE GROUP INC 67,359 78,075
    2000 SHARES OF ROCHE HOLDINGS LTD ADR 61,983 62,160
    1300 SHARES OF ROYAL DUTCH SHELL PLC ADR CL A 70,977 75,751
    1000 SHARES OF SCHLUMBERGER LTD 72,755 36,080
    1500 SHARES OF SOUTH JERSEY INDS INC 52,815 41,700
    2000 SHARES OF SOUTHERN COMPANY/THE 100,602 87,840
    2000 SHARES OF SPDR BLOOMBERG ETF BARCLAYS CONVERTIBLE SECURITIES ETF 95,540 93,580
    1000 SHARES OF SPDR GOLD TRUST ETF 119,060 121,250
    1880 SHARES OF SUNCOR ENERGY INC NEW 58,750 52,584
    1000 SHARES OF TARGET CORP 72,864 66,090
    200 SHARES OF TENNECO INC 13,150 5,478
    235 SHARES OF THERMO FISHER SCIENTIFIC INC 37,558 52,591
    620 SHARES OF TJX COS INC NEW 24,320 27,739
    1000 SHARES OF TOTAL S.A. SPONS ADR 52,029 52,180
    2000 SHARES OF UBS AG JERSEY BRH ETN E-TRACS LKD TO ALERIAN MLP INFRSTRE IDX 59,940 39,540
    620 SHARES OF UNION PACIFIC CORP 68,268 85,703
    275 SHARES OF UNITED PARCEL SERVICE-B 29,389 26,821
    430 SHARES OF UNITEDHEALTH GROUP INC 72,214 107,122
    1000 SHARES OF VANGUARD INTERMEDIATE ETF TERM CORP BOND 88,109 82,860
    1568 SHARES OF VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF 61,638 59,741
    2000 SHARES OF VERIZON COMMUNICATIONS COM 106,229 112,440
    1085 SHARES OF VIACOM INC CL B 47,480 27,885
    127 SHARES OF VIAD CORPORATION (NEW) 6,033 6,361
    1000 SHARES OF WALGREENS BOOTS ALLIANCE INC 86,770 68,330
    500 WEC ENERGY GROUP INC 35,894 34,630
    1470 SHARES OF XCEL ENERGY INC 68,253 72,427

    TY 2018 InvestmentsOtherSchedule2
    Name:
    CHARLES K & ESTHER KRIEGER FOUNDATION
     
    INC
    EIN:
    26-2680294
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    70000 SHARES OF GNMA II PASS THRU POOL 1884 AT COST 223 202
    25000 SHARES OF GNMA II PASS THRU POOL 1922 AT COST 40 34
    60000 SHARES OF GNMA II PASS THRU POOL 381322 AT COST 940 878
    30000 SHARES OF GNMA II PASS THRU POOL 3458 AT COST 1,832 1,720
    12458.03 SHARES OF AB CAP FD INC RELATIVE VALUE FD AT COST 71,098 59,549
    1433.375 SHARES OF AQUILA THREE PEAKS OPPORTUNITY GROWTH FUND CLASS A AT COST 70,958 58,539
    3395.4333 SHARES OF CALAMOS INVT TR NEW CONVERTIBLE FD CL A AT COST 56,885 52,629
    12508.739 SHARES OF COHEN & STEERS PFD SECS & INCOME FD INC CLASS A AT COST 175,015 159,486
    3674.576 SHARES OF GUGGENHEIM FDS TR MACRO OPPORTUNITIES FD CS A AT COST 100,098 95,429
    2177.8 SHARES OF DIAMOND HILL FDS RESEARCH OPPTYS FD CL A AT COST 53,124 42,837
    3672.03 SHARES OF DREYFUS/LAUREL FD TR AT COST 59,014 52,841
    23372.679 SHARES OF EATON VANCE ADV SR FLTNG RT ADVANTAGE FUND CLASS A AT COST 254,786 243,310
    5331.919 SHARES OF JOHN HANCOCK REGIONAL BANK CLASS A AT COST 143,795 119,328
    5392.902 SHARES OF CALVERT GLOBAL WATER FUND CL A AT COST 99,304 94,430
    13963.48 SHARES OF LORD ABBETT INVT TR FLOATING RATE FD CLASS A AT COST 254,912 121,482
    30890.89 SHARES OF LORD ABBETT BD-DEB A AT COST 130,007 230,755
    3735.508 SHARES OF DAVIS REAL ESTATE FUND CL A AT COST 147,186 133,544
    20583.442 SHARES OF BLACKROCK FUNDS GLOBAL LONG/SHORT CR FD INSTITUTIONAL AT COST 210,233 197,395
    6998.974 SHARES OF JPMORGAN DIVERSIFIED FUND CL A AT COST 118,546 102,675
    1292.644 SHARES OF VIRTUS FUNDS AT COST 45,871 37,487
    7782.101 SHARES OF PIMCO FUNDS PIMCO INCOME FD CLASS A AT COST 71,065 91,907
    6775.917 SHARES OF PIMCO FOREIGN BOND FD INST CL AT COST 100,007 72,096
    5039.478 SHARES OF PIONEER FUND CLASS A SHARES AT COST 154,034 124,777
    7349.654 SHARES OF PRINCIPAL INV FUND REAL ESTATE SECS FD CL INSTL AT COST 171,261 160,590
    39416.767 SHARES OF PRUDENTIAL INVESTMENT PORTS INC 15 HIGH YIELD FUND CLASS AT COST 223,339 201,814
    7360.214 SHARES OF PRUDENTIAL INVT PORT14 FLTG RATE INCOME FD CL A AT COST 73,783 69,260
    1525.946 SHARES OF PUTNAM GLOBAL NATURAL RESOURCES FUND CL A AT COST 28,531 21,073
    11859.471 SHARES OF PUTNAM FDS TR FLTG RATE INCOME FD CLASS Y AT COST 102,537 97,010
    24277.078 SHARES OF PUTNAM FLOATING RATE INCOME FD CL A AT COST 209,858 198,344
    19559.472 SHARES OF AQUILA THREE PEAKS HIGH INCOME CLASS A AT COST 167,838 158,823
    9505.084 SHARES OF RMB MENDON FINL LONG/SHORT FD CL A AT COST 175,021 134,212
    15380.416 SHARES OF PIMCO REAL ESTATE REAL RETURN STRATEGY CL A AT COST 117,480 108,278
    13352.626 SHARES OF BOSTON PARTNERS LONG/SHORT RESEARCH FUND CL INSTITUTIONA AT COST 213,448 192,678
    1930.393 SHARES OF RYDEX SERIES FUNDS BIOTECHNOLOGY FD CL A AT COST 144,671 123,371
    7716.049 SHARES OF TEMPLETON GLOBAL BOND FUND CL A AT COST 100,007 87,191
    6540.483 SHARES OF NATIXIS FDS TR II ASG GLBL ALTERNATIVES FD CL Y AT COST 68,833 68,021
    3094 SHARES OF ABERDEEN ISRAEL FD INC AT COST 25,729 19,647
    54 SHARES OF ALLIANZGI CONVERTIBLE & INCOME FD II AT COST 333 243
    9500 SHARES OF CALAMOS STRATEGIC TOTAL RETURN FUND AT COST 106,400 100,605
    3700 SHARES OF EATON VANCE TAX ADVANTAG GLOBAL DIVIDEND INCOME AT COST 57,757 50,098
    2000 SHARES OF EATON VANCE UNDS TAX MANAGED DIVERSIFIED EQUITY AT COST 22,180 20,400
    10000 SHARES OF EATON VANCE HIGH INCOME 2021 TARGET TERM TR COM SH BEN INT AT COST 101,131 89,200
    1921 SHARES OF KAYNE ANDERSON ENERGY DEVELOPMENT CO AT COST 40,487 26,433
    1850 SHARES OF ALABAMA PWR CO 5% CUM PERP MATURITY CALL 10/01/22 @ 25 AT COST 49,741 43,919
    1000 SHARES OF CHARLES SCHWAB 6% CORP SER C PERP MTY PERP CALL 12/01/20 @ 25 AT COST 26,323 25,390
    2000 SHARES OF HSBC HOLDINGS PLC 6.2% SERIES A PERP CALL 04/03/17 @25 AT COST 51,240 51,540
    2000 SHARES OF JPMORGAN 6.125% PFD PERPETUAL NON-CUM CALLABLE 03/01/2020 @25 AT COST 53,597 50,700
    2000 SHARES OF JPMORGAN 6.15% PFD PERP NON-CUM SER BB MTY CALLABLE 09/01/20 AT COST 52,900 51,560
    1800 SHARES OF MORGAN STANLEY 6.375% PFD SER I FIX/FLTG PERP MTY CALL 10/15/ AT COST 50,040 45,414
    1985 SHARES OF AAM GNMA ADVANTAGE INCOME PORT SER 14 CASH AT COST 11,116 9,885
    980 SHARES OF INVESCO ENERGY PORTFOLIO 2017-2 CASH AT COST 9,913 8,065
    4542 SHARES OF FIRST TRUST STRATEGIC INCOME ADVANTG SEL C/E PORT SER 66 CASH AT COST 44,488 37,154
    12942 SHARES OF ADVISORS ASSET MGMT GNMA ADVANTAGE ICOME PORT SER 11 CASH AT COST 41,719 30,543
    93 SHARES OF FIRST TRUST CORP HIGH INCOME PORT SER 23 CASH AT COST 95,990 90,835
    81 SHARES OF FIRST TRUST INVESTMENT GRADE MUTLI-ASSET INCM PRT LT 25 C AT COST 90,819 91,840

    TY 2018 LegalFeesSchedule
    Name:
    CHARLES K & ESTHER KRIEGER FOUNDATION
     
    INC
    EIN:
    26-2680294
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 10,365 1,037   9,328


    TY 2018 OtherAssetsSchedule
    Name:
    CHARLES K & ESTHER KRIEGER FOUNDATION
     
    INC
    EIN:
    26-2680294
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM BROKER 10,442 11,677 11,677


    TY 2018 OtherExpensesSchedule
    Name:
    CHARLES K & ESTHER KRIEGER FOUNDATION
     
    INC
    EIN:
    26-2680294
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSE 19 19   0


    TY 2018 OtherIncomeSchedule2
    Name:
    CHARLES K & ESTHER KRIEGER FOUNDATION
     
    INC
    EIN:
    26-2680294
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME FROM BROKERAGE 3,206 3,206 3,206


    TY 2018 OtherIncreasesSchedule
    Name:
    CHARLES K & ESTHER KRIEGER FOUNDATION
     
    INC
    EIN:
    26-2680294
    Description Amount
    BOOK BASIS ADJUSTMENT 18,771


    TY 2018 SubstantialContributorsSch
    Name:
    CHARLES K & ESTHER KRIEGER FOUNDATION
     
    INC
    EIN:
    26-2680294
    Name Address
    ESTATE OF ESTHER KRIEGER
          		C/O S LICHTSTEIN 75 LIVINGSTON AVE
    ROSELAND,NJ07068


    TY 2018 TaxesSchedule
    Name:
    CHARLES K & ESTHER KRIEGER FOUNDATION
     
    INC
    EIN:
    26-2680294
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 11,000 0   0
    FOREIGN TAX WITHHELD 3,685 3,685   0