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
William and Sonia Pindler Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

20-5684212
B Telephone number (see instructions)

(800) 839-1754
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$952,373
J 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) 50,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 199 199  
4 Dividends and interest from securities... 21,925 21,925  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,397
b Gross sales price for all assets on line 6a 157,443
7 Capital gain net income (from Part IV, line 2)... 15,397
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........ 87,521 37,521  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 17,797 17,797    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 378 378    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 157     157
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 6,057 2   6,055
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,389 18,177   6,212
25 Contributions, gifts, grants paid....... 37,250 37,250
26 Total expenses and disbursements. Add lines 24 and 25 61,639 18,177   43,462
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 25,882
b Net investment income (if negative, enter -0-) 19,344
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 38,332 87,022 87,022
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)....... 880,833 Click to see attachment858,025 865,351
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis 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) 919,165 945,047 952,373
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........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 919,165 945,047
30 Total net assets or fund balances (see instructions)..... 919,165 945,047
31 Total liabilities and net assets/fund balances (see instructions). 919,165 945,047
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
919,165
2
Enter amount from Part I, line 27a .....................
2
25,882
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
945,047
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
945,047
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      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 157,443   142,046 15,397
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       15,397
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 15,397
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 42,067 998,807 0.042117
2016 52,446 943,800 0.055569
2015 45,235 919,707 0.049184
2014 70,947 755,212 0.093943
2013 7,925 602,602 0.013151
2
Total of line 1, column (d) .....................
2
0.253964
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
0.050793
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
985,917
5
Multiply line 4 by line 3......................
5
50,078
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
193
7
Add lines 5 and 6........................
7
50,271
8
Enter qualifying distributions from Part XII, line 4,.............
8
43,462
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 1 387
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 387
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 387
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 259
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 138
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 397
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 10
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet10 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. 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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Wendy AbajianClick to see attachment Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Suzanne CaronClick to see attachment Dir, Sec*
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Van J DicksonClick to see attachment Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Robert HarrisClick to see attachment Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Mark PindlerClick to see attachment Treas, Dir, Sec
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Sonia PindlerClick to see attachment Pres, Chairlady, Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Andrew StoutClick to see attachment Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Steve ZweigClick to see attachment Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    964,711
    b
    Average of monthly cash balances.......................
    1b
    36,220
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,000,931
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,000,931
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,014
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    985,917
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    49,296
    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
    49,296
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    387
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    387
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    48,909
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    48,909
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    48,909
    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
    43,462
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    43,462
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    43,462
    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 48,909
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:2016, 2015, 2014  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 9,312
    c From 2015...... 680
    d From 2016...... 4,756
    e From 2017......  
    fTotal of lines 3a through e........ 14,748
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 43,462
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2018 distributable amount..... 43,462
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 5,447 5,447
    (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 9,301
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    9,301
    10 Analysis of line 9:
    a Excess from 2014.... 3,865
    b Excess from 2015.... 680
    c Excess from 2016.... 4,756
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Sonia Pindler
    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
    A M G INTERNATIONAL
    6815 SHALLOWFORD RD
    CHATTANOOGA,TN37421
    N/A PC General & Unrestricted 300
    AMERICAN HEART ASSOCIATION INC
    7272 GREENVILLE AVE
    DALLAS,TX75231
    N/A PC General & Unrestricted 750
    AMERICAN INSTITUTE FOR CANCER RESEARCH
    1560 WILSON BLVD STE 1000
    ARLINGTON,VA22209
    N/A PC General & Unrestricted 750
    AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO
    424 E 92ND ST
    NEW YORK,NY10128
    N/A PC LA Chapter fund 500
    ANTI-DEFAMATION LEAGUE
    605 3RD AVE
    NEW YORK,NY10158
    N/A PC LA Chapter fund 1,000
    ARARAT HOME OF LOS ANGELES INC
    15105 MISSION HILLS RD
    MISSION HILLS,CA91345
    N/A PC General & Unrestricted 1,000
    ARMENIAN GENERAL BENEVOLENT UNION
    2495 E MOUNTAIN ST
    PASADENA,CA91104
    N/A PC General & Unrestricted 1,500
    ARMENIAN MISSIONARY ASSOC OF AMER INC
    31 W CENTURY RD
    PARAMUS,NJ07652
    N/A PC General & Unrestricted 1,500
    BEL-AIR PRESBYTERIAN CHURCH
    16221 MULHOLLAND DR
    LOS ANGELES,CA90049
    N/A PC General & Unrestricted 2,000
    CAL FARLEYS BOYS RANCH
    PO BOX 1890
    AMARILLO,TX79174
    N/A PC General & Unrestricted 750
    CANINE COMPANIONS FOR INDEPENDENCE - SOUTHWEST REG
    PO BOX 4568
    OCEANSIDE,CA92052
    N/A PC General & Unrestricted 750
    CHILDFUND INTERNATIONAL INC
    2821 EMERYWOOD PKWY
    RICHMOND,VA23294
    N/A PC General & Unrestricted 200
    CHILDRENS HOSPITAL LOS ANGELES
    4650 W SUNSET BLVD
    LOS ANGELES,CA90027
    N/A PC General & Unrestricted 1,000
    CHRISTIAN JEW FOUNDATION
    611 BROADWAY
    SAN ANTONIO,TX78215
    N/A PC General & Unrestricted 1,000
    CITY OF HOPE
    1500 E DUARTE RD
    DUARTE,CA91010
    N/A PC General & Unrestricted 1,000
    DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUS
    3725 ALEXANDRIA PIKE
    COLD SPRING,KY41076
    N/A PC General & Unrestricted 1,000
    EASTER SEALS SOUTHERN CALIFORNIA INC
    1063 MCGAW AVE
    IRVINE,CA92614
    N/A PC General & Unrestricted 500
    FAR EAST BROADCASTING COMPANY INC
    15700 IMPERIAL HWY
    LA MIRADA,CA90638
    N/A PC General & Unrestricted 500
    FRIENDS OF ISRAEL GOSPEL MINISTRY INC
    PO BOX 908
    BELLMAWR,NJ08099
    N/A PC General & Unrestricted 500
    GOOD SHEPHERD CENTER FOR HOMELESS WOMEN AND CHILDR
    1650 ROCKWOOD ST
    LOS ANGELES,CA90026
    N/A PC General & Unrestricted 500
    GRACE TO YOU
    28001 HARRISON PKWY
    VALENCIA,CA91355
    N/A PC General & Unrestricted 500
    HABITAT FOR HUMANITY INTERNATIONAL INC
    2200 S RITCHEY ST
    SANTA ANA,CA92705
    N/A PC General & Unrestricted 500
    HEALTH LIFELINE INC
    150 3RD AVE
    NYACK,NY10960
    N/A PC General & Unrestricted 750
    HOLLYWOOD POLICE ACTIVITY LEAGUE
    1358 N WILCOX AVE
    LOS ANGELES,CA90028
    N/A PC General & Unrestricted 300
    HOPE FOR TODAY MINISTRIES
    PO BOX 3927
    TUSTIN,CA92781
    N/A PC General & Unrestricted 800
    IN TOUCH MINISTRIES INC
    3836 DEKALB TECHNOLOGY PKWY
    ATLANTA,GA30340
    N/A PC General & Unrestricted 1,000
    INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS
    PO BOX 96105
    WASHINGTON,IL20090
    N/A PC General & Unrestricted 500
    JEWS FOR JESUS
    60 HAIGHT ST
    SAN FRANCISCO,CA94102
    N/A PC General & Unrestricted 500
    KOCE-TV FOUNDATION - PBS SOCAL
    PO BOX 25113
    SANTA ANA,CA92799
    N/A PC General & Unrestricted 800
    LIFE OUTREACH INTERNATIONAL ASSOCIATION OF CHURCHE
    PO BOX 982000
    FT WORTH,TX76182
    N/A PC Water For Life fund 500
    LOS ANGELES MISSION INC
    PO BOX 60127
    LOS ANGELES,CA90060
    N/A PC General & Unrestricted 750
    LOS ANGELES REGIONAL FOOD BANK
    1734 E 41ST ST
    VERNON,CA90058
    N/A PC General & Unrestricted 500
    MAKE-A-WISH FOUNDATION OF AMERICA
    1702 E HIGHLAND AVE STE 400
    PHOENIX,AZ85016
    N/A PC LA Chapter fund 500
    MARCH OF DIMES FOUNDATION
    700 N BRAND BLVD STE 950
    GLENDALE,CA91203
    N/A PC General & Unrestricted 500
    MIDNIGHT MISSION
    601 S SAN PEDRO ST
    LOS ANGELES,CA90014
    N/A PC General & Unrestricted 1,000
    MIRMAN SCHOOL FOR GIFTED CHILDREN
    16180 MULHOLLAND DR
    LOS ANGELES,CA90049
    N/A PC General & Unrestricted 1,000
    MUSEUM ASSOCIATES
    5905 WILSHIRE BLVD
    LOS ANGELES,CA90036
    N/A PC Los Angeles County Museum of Art 500
    NATIONAL FOUNDATION FOR CANCER RESEARCH
    4600 E W HWY STE 525
    BETHESDA,MD20814
    N/A PC General & Unrestricted 750
    OPTIMIST INTERNATIONAL FOUNDATION
    4494 LINDELL BLVD
    SAINT LOUIS,MO63108
    N/A PC LA Chapter fund 300
    OUR DAILY BREAD MINISTRIES FOUNDATION
    3000 KRAFT AVE SE
    GRAND RAPIDS,MI49512
    N/A PC General & Unrestricted 750
    PACIFIC LODGE YOUTH SERVICES
    4900 SERRANIA AVE
    WOODLAND HLS,CA91364
    N/A PC General & Unrestricted 500
    PARALYZED VETERANS OF AMERICA
    2235 ENTERPRISE DR STE 3501
    WESTCHESTER,IL60154
    N/A PC General & Unrestricted 800
    SAHAG-MESROB ARMENIAN CHRISTIAN SCHOOL
    2501 MAIDEN LN
    ALTADENA,CA91001
    N/A PC General & Unrestricted 500
    SMILE TRAIN INC
    PO BOX 96231
    WASHINGTON,DC20090
    N/A PC General & Unrestricted 1,000
    SPECIAL OLYMPICS SOUTHERN CALIFORNIA - ORANGE COUN
    550 N PARK CENTER DR STE 102
    SANTA ANA,CA92705
    N/A PC General & Unrestricted 500
    ST JOSEPH'S INDIAN SCHOOL
    PO BOX 776
    CHAMBERLAIN,SD57325
    N/A PC General & Unrestricted 500
    THE SALVATION ARMY
    30840 HAWTHORNE BLVD
    RCH PALOS VRD,CA90275
    N/A PC General & Unrestricted 750
    TURNING POINT FOR GOD
    PO BOX 3838
    SAN DIEGO,CA92163
    N/A PC General & Unrestricted 500
    UNION RESCUE MISSION
    545 S SAN PEDRO ST
    LOS ANGELES,CA90013
    N/A PC General & Unrestricted 1,000
    VALLEY CAREGIVER RESOURCE CENTER
    3845 N CLARK ST STE 201
    FRESNO,CA93726
    N/A PC Fresno-Madera Ombudsman Program 500
    WORLD VISION
    PO BOX 9716
    FEDERAL WAY,WA98063
    N/A PC General & Unrestricted 500
    WWP INC
    2200 SPACE PARK DR STE 100
    HOUSTON,TX77058
    N/A PC General & Unrestricted 500
    Total .................................bullet 3a 37,250
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 199  
    4 Dividends and interest from securities....     14 21,925  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 15,397  
    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)..   37,521  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    37,521
    (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
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    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
    William and Sonia Pindler Family Foundation
     
    Employer identification number
    20-5684212
    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
    Pindler Survivors' Trust  
    10607 Holman Avenue
     
    Los Angeles, CA90024

    $ 50,000


    (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
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    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
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    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 CompensationExplanation
    Name:
    William and Sonia Pindler Family Foundation
    EIN:
    20-5684212
    Person Name Explanation
    Suzanne Caron *Removed from position in 2018

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

    TY 2018 DepreciationSchedule
    Name:
    William and Sonia Pindler Family Foundation
    EIN:
    20-5684212
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    William and Sonia Pindler Family Foundation
    EIN:
    20-5684212
    Name of Stock End of Year Book Value End of Year Fair Market Value
    58.COM 630 434
    ABB LTD 763 570
    ABBEY CAPITAL FUTURES STRATEGY 8,844 8,259
    ABN AMRO BANK NV UNSP ADR 765 592
    ACCENTURE PLC 1,106 1,269
    ACTIVISION BLIZZARD INC 263 279
    ACTUANT CORP CL A 1,228 1,091
    AERCAP HOLDING N.V 886 832
    AFFILIATED MANAGERS GROUP 660 682
    AFLAC INC 312 319
    AIA GROUP LTD ADR 779 921
    AIR LEASE CORP 363 302
    ALIBABA GROUP HOLDING LTD 637 1,234
    ALLEGHANY CP 945 1,247
    ALLERGAN PLC 6,470 3,742
    ALLIANCE DATA SYSTEM CORP 509 300
    ALLIANT CORP 256 254
    ALLSTATE CORP 616 578
    AMC NETWORKS INC 754 549
    AMDOCS LIMITED 713 703
    AMERICAN ELECTRIC POWER INC 282 299
    AMERICAN HOMES 4 RENT 306 318
    AMETEK INC 1,061 1,151
    ANADARKO PETROLEUM CORP 2,906 2,981
    ANHEUSER BUSCH COS INC 1,543 921
    AON PLC 2,329 3,053
    APERGY INC. 338 244
    AQR MANAGED FUTURES FUND CL I 11,091 8,599
    AQR STYLE PREMIA ALT FD CL I 10,139 9,344
    ARKEMA S/ADR 463 510
    ARROW ELECTRONICS INC 426 483
    ARTISAN PARTNERS ASSET MANAGEM 876 619
    ASHTEAD GROUP PLC 136 168
    ASML HOLDING NV NY REG SHS 969 1,556
    ASSA ABLOY UNSP/ADR 1,231 1,056
    AUTODESK, INC 2,524 5,273
    AVERY DENNISON CORP 361 359
    BAIDU.COM - ADR 319 317
    BAIRD AGGREGATE BOND FUND CLAS 50,319 48,788
    BB SEGURIDADE 678 559
    BERKLEY W R CP 503 665
    BERRY PLASTICS GROUP INC 335 380
    BHP BILLITON LIMITED 995 1,304
    BIOGEN INC 5,400 4,815
    BLACKROCK EVENT DRIVEN EQUITY 8,580 8,540
    BORG WARNER INC 297 243
    BOSTON PPTYS INC 1,136 1,013
    BOSTON SCIENTIFIC 162 247
    BRENNTAG AG UNSP ADR 765 575
    BRIDGESTONE CORP UNSP ADR 1,115 1,151
    BROADCOM INC 2,739 6,103
    BROADRIDGE FINANCIAL 592 1,059
    BROWN & BROWN INC 989 1,626
    BUNZL PLC SPONSORED ADR 982 1,075
    C H ROBINSON WORLDWIDE INC 792 1,009
    CALRSBERG AS SP ADR REP B 652 701
    CANADIAN NATL RAILWAY CO 499 593
    CDK GLOBAL INC 1,777 1,436
    CENTENE CORP 241 231
    CHECK POINT SOFTWARE TECHNOLOG 925 1,129
    CHIRON CAPITAL ALLOCATION FUND 8,148 7,236
    CIELO SA ADR 958 328
    CIMAREX ENERGY CO 723 432
    CITRIX SYSTEMS INC 1,053 2,049
    COCA COLA EUROPEAN PARTNERS PL 303 367
    COGNIZANT TECHNOLOGY SOLUTIONS 112 127
    COMCAST CORP 4,521 5,278
    COMPAGNIE FINANCIERE RICHEMONT 1,403 1,116
    COMPANHIA SANEA ADS 262 371
    COMPASS GROUP PLC ADR 1,651 1,944
    CONTL AG SPONS ADR 819 524
    CORE LABORATORIES 540 298
    CREE, INC 928 1,155
    CRH PLC - AMERICAN DEPOSITARY 778 606
    CROWN HOLDINGS INC 359 291
    CUMMINS INC 480 401
    CURTISS WRIGHT CP 364 408
    DAIKIN INDS LTD ADR 670 1,072
    DAIWA HOUSE IND LTD 713 954
    DAVITA HEALTHCARE PARTNERS INC 420 309
    DBS GROUP HLDGS SPON ADR 1,666 1,813
    DELTA AIR LINES INC 512 499
    DEUTSCHE BOERSE ADR 366 406
    DIAMONDBACK ENERGY INC 474 556
    DISCOVER FINL SVCS COM 1,388 1,357
    DISCOVERY INC (FORMERLY DISC C 931 767
    DODGE & COX INCOME FUND 43,523 41,956
    DOLBY LABORATORIES 563 928
    DOLLAR TREE INC 339 361
    DOUGLAS EMMETT INC 599 648
    DOVER CORP 873 780
    DTE ENERGY CO COM 773 772
    DUKE REALTY CORPORATION 660 622
    DUN & BRADSTREET CORP 497 571
    E*TRADE FINANCIAL CORP 577 614
    EAST WEST BANCORP, INC 819 740
    EATON CORP PLC 669 618
    EBAY INC 489 421
    EDISON INTL 446 397
    ENBRIDGE INC 396 342
    ENERSYS 458 466
    ENTERGY CORP 713 775
    EQUINOR ASA 862 889
    EQUITY RESIDENTIAL PPTYS TR 872 858
    EVEREST RE GROUP LTD 664 653
    EVERGY, INC. 293 341
    EXPEDIA INC 465 451
    F M C CP 384 370
    FASTENAL COMPANY 468 627
    FEDERATED INSTI HIGH YIELD BD 7,572 7,011
    FEDERATED SHORT TERM INCOME FU 18,530 18,358
    FERGUSON PLC ADR 1,435 1,338
    FIDELITY NATIONAL INFORMATION 870 1,128
    FIFTH THIRD BANCORP 638 682
    FIRST DATA CORP 222 237
    FLEXTRONICS INTERNATIONAL 207 122
    FLUOR CORP 899 515
    FREEPORT-MCMORAN COPPER & GOLD 1,325 1,144
    GALP ENERGIA 458 357
    GATEWAY FUND 4,517 4,812
    GCI LIBERTY, INC. 273 288
    GENMAB A/S 307 247
    GIVAUDAN SA UNSP/ADR 904 1,111
    GLOBAL PAYMENTS INC 434 413
    GOLDMAN SACHS EMERGING MARKETS 8,098 7,441
    GRACO INC 201 377
    GRAPHIC PACKAGING CORP COM STK 411 330
    HARRIS CORP DEL 547 808
    HASBRO INC 273 244
    HD SUPPLY HLDGS INC 417 375
    HEINEKEN N V S ADR 987 1,011
    HENKEL KGAA PFD SHS ADR 825 770
    HILLENBRAND, INC 438 607
    HOYA CORP SPONS ADR 391 421
    HP INC 963 962
    HUNTINGTON BANCSHARES INC 916 882
    HUNTINGTON INGALLS INDUSTRIES 377 381
    IAC/INTERACTIVE CORP 99 183
    ICICI BK LTD ADS 965 1,101
    ICON PLC - AMERICAN DEPOSITARY 525 646
    IHS MARKIT LTD 526 768
    IMMUNOGEN, INC 345 173
    INFINEON TECH ADS 1,136 900
    IONIS PHARMACEUTICALS INC 2,448 2,433
    IQVIA HOLDINGS INC 483 465
    ISHARES BARCLAYS US AGGREGATE 78,231 75,287
    ISHARES CORE MSCI EAFE ETF 69,159 65,009
    ISHARES CORE MSCI EMERGING MAR 30,544 32,910
    ISHARES RUSSELL MIDCAP VALUE 675 687
    ITT INC 258 241
    JAZZ PHARMACEUTICALS INC 287 248
    JOHN HANCOCK FDS II GL ABSRTR 9,022 8,338
    JOHNSON CONTROLS INTERNATIONAL 2,247 1,571
    JPMORGAN HIGH YIELD BOND FUND 7,792 7,026
    JULIUS BAER GROUP LTD 873 579
    KAO CORP 1,272 1,639
    KAR AUCTION SERVICES INC 348 286
    KASIKORNBANK PUB CO LTD ADR CM 411 386
    KBC GROUP SA UNSP ADR 946 767
    KERRY GROUP PLC 634 606
    KEYCORP 620 473
    KILROY REALTY CP 357 314
    KLA TENCOR CORP 317 268
    KOMATSU LTD 598 452
    L'AIR LIQUIDE ADR OTC 469 592
    L'OREAL ADR 690 776
    L3 TECHNOLOGIES, INC 1,677 2,258
    LABORATORY CORP AMER HLDGS 561 505
    LANDSTAR SYSTEM 643 957
    LEAR CORP 639 491
    LEGG MASON INC 2,019 1,633
    LEIDOS HOLDINGS INC 621 580
    LIBERTY BROADBAND CORPORATION 107 144
    LIBERTY BROADBAND CORPORATION 214 288
    LIBERTY MEDIA CORPORATION - SE 79 89
    LIBERTY MEDIA CORPORATION - SE 125 154
    LIBERTY SIRIUS XM CORP - SER C 623 740
    LIBERTY SIRIUS XM GROUP - SER 320 368
    LIONS GATE ENTERTAINMENT CORP 501 298
    LOEWS CORP 419 455
    LOGMEIN, INC 275 245
    LONDON STK EXCHANGE GROUP 691 681
    LONZA GROUP AG UNSP/ADR 650 676
    LOOMIS SAYLES ABSOLUTE STRATEG 7,495 7,231
    LPL FINANCIAL HOLDINGS INC 662 1,344
    MAKITA CORP 693 879
    MANPOWER GROUP INC 526 389
    MARATHON PETROLEUM CORP 806 826
    MARKEL CORP 792 1,038
    MARSH AND MCLENNAN COMPANIES I 337 399
    MARVELL TECHNOLOGY GROUP LTD 577 534
    MASCO CORP 563 497
    MATTHEWS INTERNATIONAL CORPORA 1,254 975
    MCCORMICK & CO 403 696
    MCKESSON CORP 753 552
    MEDTRONIC PLC 2,342 2,638
    METROPOLITAN WEST RETURN BOND 44,568 42,530
    MICHELIN CIE GEN UNSP/ADR 745 568
    MOLSON COOR BREW CO CL B 951 955
    MOODYS CORP 285 280
    MR PRICE GROUP LTD 426 444
    NATIONAL AUSTRALIA BK LTD 706 502
    NATL OILWELL VARCO 698 360
    NAVIENT CORPORATION 221 159
    NETAPP, INC 382 418
    NETEASE.COM INC COM STK 146 235
    NIELSEN HOLDINGS N.V 1,457 1,330
    NOBLE ENERGY INC 695 394
    NOMAD FOODS LIMITED 301 301
    NORDEA BANK ABP 1,023 688
    NORDSTROM INC 410 373
    NOVARTIS AG ADR 3,165 2,746
    NOW INC 294 244
    NUANCE COMMUNICATIONS, INC 1,147 1,085
    NUCOR CP 703 777
    NUTRIEN LTD 591 517
    NXP SEMICONDUCTORS 657 513
    OMNICOM GROUP 159 146
    OMRON CORP S/ADR 435 325
    OWENS CORNING 424 308
    PACCAR INC 474 400
    PARKER HANNIFIN CP 1,081 895
    PENTAIR INC. COM 402 378
    PERNOD-RECARD SA 787 1,080
    PING AN INSURANCE GROUP ADR 983 852
    PINNACLE WEST CAPITAL CORP 1,273 1,278
    PIONEER NAT RES CO 853 658
    POST HOLDINGS INC 338 624
    PROLOGIS 407 411
    PRUDENTIAL INVT PORTFOLIOS 9 P 7,326 7,241
    PRUDENTIAL PLC SC 2,749 2,051
    PT TELEKOM. IND. TBK ADR 393 472
    QORVO INC 479 425
    QURATE RETAIL INC QVC GROUP 1,594 1,074
    RECKITT BENCKISER GROUP 855 787
    RED ELECTRICA DE ESPANA SA 1,013 1,066
    REGENCY CENTERS CORP 747 645
    REGIONS FINANCIAL CORP 684 589
    REINSURANCE GROUP AMER INC 923 1,122
    RELX PLC 2,167 2,298
    RENTOKIL INITIAL PLC SPON ADR 521 541
    RETAIL PROPERTIES OF AMERICA A 243 206
    ROBECO BOSTON PARTNERS LONG SH 7,703 7,416
    ROBERT HALF INTL INC 768 858
    ROCHE HOLDING LTD ADR 1,758 1,523
    ROGERS COMM CL B 1,120 1,128
    ROSS STORES, INC 246 250
    ROYAL DUTCH SHELL CL A 1,694 1,748
    RYANAIR HOLDINGS PLC-ADR COM 677 571
    RYOHIN KEIKAKU 835 1,011
    SAFRAN SA - UNSPON ADR 1,168 1,255
    SAMPO PLC UNSPONSORED ADR 1,110 1,019
    SAMSONITE 921 794
    SANLAM LTD SPONSORED ADR (SOUT 699 662
    SANTEN PHARMACEUTICA 463 486
    SAP AKTIENGESELL ADS 1,910 2,190
    SCHNEIDER ELEC UNSP/ADR 540 500
    SEAGATE TECHNOLOGY 4,561 3,126
    SENSATA TECHNOLOGIES HOLDINGS 1,174 986
    SGS SA UNSP ADR 678 787
    SKYWORKS SOLUTIONS, INC 178 134
    SL GREEN REALTY CORP 1,158 870
    SLM CORP 403 299
    SMC CORPORATION 792 892
    SMITHS GROUP ORD 37.5P 483 363
    SONOVA HOLDING AG AD 1,217 1,278
    SOUTHWEST AIRLINES 750 651
    SPIRIT AEROSYSTEMS HOLDINGS CL 219 288
    STATE STREET CORPORATION 333 252
    STERICYCLE INC 3,119 1,871
    SUMITOMO MITSUI FINCL GRP 1,096 846
    SUNCOR ENERGY INC 1,957 1,706
    SUNTRUST BKS INC 849 908
    SWEDBANK AB S/ADR 623 627
    SYNCHRONY FINANCIAL 438 352
    TAIWAN SEMICONDUCTOR MFG CO LT 998 1,476
    TD AMERITRADE HOLDING CORP 795 930
    TE CONNECTIVITY LTD 3,832 4,235
    TECHTRONIC INDS SPD ADR 917 1,076
    TELENOR ASA 959 872
    TENCENT HOLDINGS LIMITED 1,175 1,579
    TEXTRON INC 280 230
    THE MOSAIC CO 425 438
    TIMKEN CO COM 311 299
    TORCHMARK CORP 186 224
    TOTAL FINA ELF S.A 793 887
    TOWER SEMICONDCTOR LTD 730 354
    TOYOTA MTR CORP 990 813
    TRAVELERS COMPANIES INC 626 599
    TRINSEO SA 315 183
    TWITTER INC 2,258 3,707
    TYSON FOODS INC CL A 153 160
    UBISOFT ENTERTAIN UNSP ADR EAC 696 647
    UBS AG 1,356 867
    UNILEVER N V N Y 549 646
    UNILEVER PLC AMER 780 941
    UNITEDHEALTH GROUP INC 3,363 6,975
    UNIVERSAL HLTH SVC B 493 466
    VALEO SA SPONS ADR 522 277
    VANGUARD MARKET NEUTRAL FUND I 8,396 8,232
    VANGUARD S&P 500 ETF 82,766 107,550
    VERSUM MATERIALS INC 287 222
    VERTEX PHARMCTLS INC 2,699 3,480
    VINCI SA ADR 549 718
    VISTRA ENERGY CORP 291 298
    VIVENDI SA 1,065 990
    VOLKSWAGEN AG ADR 1,077 959
    WABCO HOLDINGS INC 471 429
    WATERS CORP 400 566
    WEATHERFORD INTL 2,740 117
    WESCO INTL INC 209 192
    WESTERN ASSET INFLATION IDX PL 13,213 12,340
    WESTERN ASSET MACRO OPPORTUNIT 5,376 5,300
    WESTERN DIGITAL CORP 1,788 1,331
    WESTERN UNION CO 2,228 1,962
    WFA CORE BOND FD INST 43,807 42,523
    WILEY JOHN & SONS INC CL A 928 986
    WILLIAM BLAIR MACRO ALLOCATION 6,274 6,167
    WILLIS TOWERS WATSON PUBLIC LT 1,982 2,430
    WOLTERS KLUWER S/ADR 652 1,115
    WYNDHAM DESTINATIONS INC 347 251
    WYNDHAM HOTELS & RESORTS INC C 605 454
    XCEL ENERGY INC 1,037 1,084
    XEROX CP 403 277
    YANDEX N V 665 574
    ZIMMER BIOMET HOLDINGS 452 415

    TY 2018 OtherExpensesSchedule
    Name:
    William and Sonia Pindler Family Foundation
    EIN:
    20-5684212
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 6,020     6,020
    Bank Charges 2 2    
    State or Local Filing Fees 35     35


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    William and Sonia Pindler Family Foundation
    EIN:
    20-5684212
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 17,797 17,797    


    TY 2018 SubstantialContributorsSch
    Name:
    William and Sonia Pindler Family Foundation
    EIN:
    20-5684212
    Name Address
    Pindler Survivors' Trust 10607 Holman Avenue
    Los Angeles,CA90024


    TY 2018 TaxesSchedule
    Name:
    William and Sonia Pindler Family Foundation
    EIN:
    20-5684212
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Tax Paid 378 378