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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 09-01-2017 , and ending 08-31-2018
Name of foundation
ANKER L AND LILLIAN MUIR CHRISTY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

91-1236204
B Telephone number (see instructions)

(503) 464-3580
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$1,937,759J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 39,262 38,996  
5a Gross rents............ 34,469 34,469  
b Net rental income or (loss) 28,221
6a Net gain or (loss) from sale of assets not on line 10 70,310
b Gross sales price for all assets on line 6a 562,719
7 Capital gain net income (from Part IV, line 2)... 70,310
8 Net short-term capital gain......... 0
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........ 144,041 143,775  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,071 22,564   2,507
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 3,000 0 0 3,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,720 1,350   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 6,495 6,470   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,286 30,384 0 5,532
25 Contributions, gifts, grants paid....... 87,331 87,331
26 Total expenses and disbursements. Add lines 24 and 25 123,617 30,384 0 92,863
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 20,424
b Net investment income (if negative, enter -0-) 113,391
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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.............   103 103
2 Savings and temporary cash investments......... 19,437 45,710 45,710
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 873,608 Click to see attachment733,462 941,213
c Investments—corporate bonds (attach schedule)....... 376,033 Click to see attachment510,243 497,933
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 310,600 Click to see attachment310,600 452,800
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) 1,579,678 1,600,118 1,937,759
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
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,579,678 1,600,118
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,579,678 1,600,118
30 Total liabilities and net assets/fund balances (see instructions). 1,579,678 1,600,118
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,579,678
2
Enter amount from Part I, line 27a .....................
2
20,424
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
16
4
Add lines 1, 2, and 3 ..........................
4
1,600,118
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 29 .
6
1,600,118
Form 990-PF (2019)
Form 990-PF (2019)
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 .1818 BRIGHTHOUSE FINL INC   2014-02-10 2017-09-13
b .18 DIGITAL REALTY TRUST INC   2015-01-26 2017-09-25
c 30. MACYS INC   2011-11-17 2017-09-27
d 1388.488 TFS MARKET NEUTRAL FUND   2016-07-06 2017-09-27
e .7852 MICRO FOCUS INTL SPN A D R     2017-10-20
.5 WACOAL HOLDINGS CORP A D R   2016-07-06 2017-10-25
.1 AIR LIQUIDE S A A D R   2014-02-10 2017-11-16
11. ACXIOM CORP     2018-01-08
1. ALTRA INDUSTRIAL MOTION CORP   2016-02-23 2018-01-08
11. AMERICAN EQUITY INVT LIFE HL   2014-02-10 2018-01-08
1. ANIXTER INTL INC   2016-02-23 2018-01-08
2. CIMAREX ENERGY CO   2016-02-23 2018-01-08
1. DXC TECHNOLOGY CO   2016-07-06 2018-01-08
12. DISCOVERY COMMUNICATIONS INC CL A   2011-11-17 2018-01-08
4. EAGLE MATERIALS INC     2018-01-08
8. E S C O TECHNOLOGIES INC   2014-02-10 2018-01-08
3. G A T X CORP   2014-02-10 2018-01-08
24. THE GAP INC   2014-12-30 2018-01-08
2. GRAINGER W W INC   2011-11-17 2018-01-08
11. HAEMONETICS CORP MASS     2018-01-08
5. ILG INC   2014-02-10 2018-01-08
1. INGEVITY CORP   2011-11-17 2018-01-08
4. INNOPHOS HOLDINGS   2016-02-23 2018-01-08
2. JACOBS ENGR GROUP INC   2016-07-06 2018-01-08
10. JUNIPER NETWORKS INC   2011-11-17 2018-01-08
11. KEYSIGHT TECHNOLOGIES INC   2012-10-18 2018-01-08
10. KNOLL INC     2018-01-08
1. LEGACYTEXAS FINANCIAL GROUP   2015-01-26 2018-01-08
12. MANTECH INTL CORP A   2016-07-06 2018-01-08
2. METLIFE INC COM   2014-02-10 2018-01-08
8. OUTFRONT MEDIA INC     2018-01-08
32. PARK24 CO LTD SPN A D R   2016-02-23 2018-01-08
10. PLEXUS CORP     2018-01-08
3. PROGRESS SOFTWARE CORP   2015-01-26 2018-01-08
31. SLM CORP     2018-01-08
1. SAIA INC   2016-07-06 2018-01-08
10. SNYDERS-LANCE INC   2015-01-26 2018-01-08
5. SYKES ENTERPRISES INC     2018-01-08
71. T J X COS INC NEW   2017-03-28 2018-01-08
7. TARGET CORP   2016-02-23 2018-01-08
6. TEXTRON INC   2016-02-23 2018-01-08
4. TORO CO   2014-02-10 2018-01-08
49. TREEHOUSE FOODS INC   2017-03-28 2018-01-08
49. WPP PLC SPONSORED A D R     2018-01-08
6. WALGREENS BOOTS ALLIANCE INC   2016-07-06 2018-01-08
92. COCA COLA CO   2011-11-17 2018-01-09
23. ELECTRONIC ARTS   2017-03-28 2018-01-09
13. ELECTRONIC ARTS   2011-11-17 2018-01-09
10. GLOBAL PAYMENTS INC   2014-02-10 2018-01-09
76. HONG KONG EXCHANGES A D R   2014-02-10 2018-01-09
34. HUNTSMAN CORP     2018-01-09
366. ISHARES JPMORGAN USD EMERG ETF     2018-01-09
15. LIBERTY MEDIA CORP DELAWARE   2012-12-13 2018-01-09
30. LIBERTY MEDIA CORP DELAWARE   2012-12-13 2018-01-09
27. MAGNA INTL INC CL A     2018-01-09
132. MICROSOFT CORP   2017-09-27 2018-01-09
22. PPG INDS INC COM   2011-11-17 2018-01-09
4088.606 PRUDENTIAL SHORT DUR HI YLD INC Z   2017-03-28 2018-01-09
52. RSP PREMIAN INC   2017-03-28 2018-01-09
4. RSP PREMIAN INC   2016-02-23 2018-01-09
283. SPDR DOW JONES INTERNATIONAL ETF   2017-01-19 2018-01-09
511.707 VANGUARD EQUITY INCOME ADM   2016-12-16 2018-01-09
95.921 VANGUARD EQUITY INCOME ADM     2018-01-09
71. WISDOMTREE JAPAN HEDGED   2014-02-10 2018-01-09
13. ZEBRA TECHNOLOGIES CORP CL A     2018-01-09
42. BUNGE LIMITED     2018-01-09
11. NXP SEMICONDUCTORS NV   2015-01-26 2018-01-09
1802.275 NUVEEN REAL ESTATE SECS I     2018-01-12
531.923 NUVEEN REAL ESTATE SECS I     2018-01-12
280.072 ROWE T PRICE MID-CAP VALUE FD INC   2012-10-18 2018-01-12
160.036 VANGUARD EQUITY INCOME ADM   2017-03-28 2018-01-12
3. THE PRICELINE GROUP INC     2018-01-17
4. BANK OF THE OZARKS INC   2014-02-10 2018-01-18
21. BROOKFIELD ASSET MANAGE CL A   2014-02-10 2018-01-18
29. EDWARDS LIFESCIENCES CORP COM   2018-01-09 2018-01-18
8. EDWARDS LIFESCIENCES CORP COM   2011-11-17 2018-01-18
147. FASTENAL CO     2018-01-18
28. FOOT LOCKER INC   2017-03-28 2018-01-18
15. HESS CORP   2012-10-18 2018-01-18
26. HOPE BANCORP INC   2016-02-23 2018-01-18
30. IMPERIAL OIL LTD   2016-02-23 2018-01-18
16. INTERNATIONAL BUSINESS MACHINES CAPITAL STOCK     2018-01-18
62. THE KRAFT HEINZ CO     2018-01-18
22. THE KRAFT HEINZ CO   2017-03-28 2018-01-18
3. LANCASTER COLONY CORP     2018-01-18
1. MATTHEWS INTL CORP CL A   2014-02-10 2018-01-18
2085.127 ROBECO BOSTON PARTNERS L S RSRCH   2014-02-10 2018-01-18
47. SCHOLASTIC CORP   2017-03-28 2018-01-18
1. SCHOLASTIC CORP   2016-02-23 2018-01-18
12. SHIRE PHARMACEUTICALS GR SPONSORED ADR   2017-03-28 2018-01-18
1. SIGNATURE BK   2014-02-10 2018-01-18
62. TYSON FOODS INC CL A   2018-01-09 2018-01-18
15. UNITED COMMUNITY BANKS INC   2016-02-23 2018-01-18
207.751 VANGUARD EQUITY INCOME ADM   2017-03-28 2018-01-18
734.474 CAUSEWAY EMERGING MARKETS INSTL     2018-01-19
102. DAITO TRUST CONS SPN A D R   2018-01-09 2018-01-19
71. GLAXO SMITHKLINE P L C A D R   2017-03-28 2018-01-19
3721.253 HARDING LOEVNER FRONTIER EMERGING   2016-02-23 2018-01-19
27. HONDA MOTOR LTD ADR COMMON 50YEN   2014-02-10 2018-01-19
106. MITSUBISHI ESTATE LTD A D R   2017-03-28 2018-01-19
256. ROCHE HLDG LTD SPONSORED ADR   2017-03-28 2018-01-19
131. SCHLUMBERGER LTD ISIN #AN8068571086     2018-01-19
120. SYSMEX CORP UNSPON A D R   2018-01-09 2018-01-19
13. CARDTRONICS PLC   2014-02-10 2018-01-19
15. JOHNSON CTLS INTL PLC     2018-01-19
47. CHECK POINT SOFTWARE TECH LTD   2017-03-28 2018-01-19
21. ABB LTD A D R   2016-07-06 2018-01-24
13. CK HUTCHISON HOLDINGS LIMITED ADR   2016-02-23 2018-01-24
28. CHINA CONSTRUCT UNSPON A D R   2014-02-10 2018-01-24
2. CHINA PETROLEUM CHEM A D R   2016-07-06 2018-01-24
1. FOMENTO ECONOMICO MEXICANO SP ADR COM   2014-02-10 2018-01-24
1. MICRO FOCUS INTL SPN A D R   2016-07-06 2018-01-24
1. MONOTARO CO LTD UNSP A D R   2016-07-06 2018-01-24
3. SKY PLC SPN A D R   2016-07-06 2018-01-24
3. WACOAL HOLDINGS CORP A D R   2016-07-06 2018-01-24
1. ADIENT LTD   2016-10-31 2018-01-24
7. ARGO GROUP INTL HLDGS LTD   2014-02-10 2018-01-24
2. ASML HOLDING NV NY REG SHS   2014-02-10 2018-01-24
90. ASAHI GLASS CO LTD A D R   2016-02-23 2018-04-12
38. AXA SPONSORED ADR     2018-04-12
21. B A E SYSTEMS P L C A D R   2014-02-10 2018-04-12
408. BANCO BILBAO VIZCAYA ARGEN A D R     2018-04-12
26. BRITISH AMER SPON ADR     2018-04-12
29. CRH PLC ADR   2016-07-06 2018-04-12
37. EMBOTELLADORA ANDINA B A D R   2016-02-23 2018-04-12
371. FUCHS PETROLUB SE PREF A D R   2018-01-09 2018-04-12
2. FUCHS PETROLUB SE PREF A D R     2018-04-12
2151.872 HARDING LOEVNER FRONTIER EMERGING   2016-02-23 2018-04-12
21. IBERDROLA S SPONS A D R   2016-02-23 2018-04-12
45. INDUSTRIAS BACHOCO SAB DE CV A D R   2016-07-06 2018-04-12
116. I N G GROEP NV SPONSORED ADR     2018-04-12
255. KT CORP SP A D R   2016-07-06 2018-04-12
94. KONINKLIJKE AHOLD DELHAIZE NV ADR   2017-03-28 2018-04-12
77. KONE OYJ B UNSPONSORED A D R   2016-02-23 2018-04-12
551. MIZUHO FNL GRP A D R   2016-07-06 2018-04-12
111. MTN GROUP LTD A D R   2016-02-23 2018-04-12
16. LUKOIL PJSC SPON A D R   2014-02-10 2018-04-12
108. RECKITT BENCKISER SPON A D R   2017-03-28 2018-04-12
108. RELX NV SPON A D R   2017-03-28 2018-04-12
34. SASOL LTD SPONSORED ADR   2016-02-23 2018-04-12
61. SEKISUI HOUSE LTD A D R   2014-02-10 2018-04-12
20. SIEMENS AG A D R   2014-02-10 2018-04-12
123. SYMRISE AG UNSPON A D R   2017-03-28 2018-04-12
45. TENARIS SA ADR   2016-07-06 2018-04-12
67. TRACTOR SUPPLY CO   2017-03-28 2018-04-12
3. LYONDELLBASELL INDUSTRIES CL A   2016-07-06 2018-04-12
72. FLEXTRONICS INTL LTD COM   2016-02-23 2018-04-12
212. LINDE AG A D R     2018-04-26
.5 APERGY CORP   2012-10-18 2018-05-16
16. TIME WARNER INC   2014-02-10 2018-06-14
.992 ATT INC   2014-02-10 2018-08-16
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 10   10  
b 20   13 7
c 654   912 -258
d 19,633   18,675 958
e 25   23 2
65   51 14
2   2  
309   218 91
49   24 25
347   234 113
76   43 33
256   174 82
101   53 48
265   248 17
478   292 186
490   274 216
190   170 20
774   1,008 -234
474   350 124
689   425 264
145   66 79
73   20 53
186   102 84
135   99 36
287   227 60
491   227 264
233   175 58
43   21 22
623   455 168
104   87 17
181   141 40
776   840 -64
649   392 257
132   78 54
361   166 195
71   25 46
499   308 191
156   114 42
5,391   5,566 -175
470   520 -50
349   205 144
265   128 137
2,455   4,129 -1,674
4,426   5,193 -767
440   489 -49
4,250   3,050 1,200
2,570   2,047 523
1,452   290 1,162
1,049   333 716
2,607   1,183 1,424
1,160   324 836
42,501   40,309 2,192
599   288 311
1,194   557 637
1,604   1,182 422
11,650   9,703 1,947
2,604   909 1,695
36,797   36,838 -41
2,187   2,039 148
168   81 87
11,631   10,286 1,345
40,614   35,768 4,846
7,613   6,590 1,023
4,378   3,317 1,061
1,482   830 652
2,925   2,531 394
1,302   869 433
35,054   37,468 -2,414
10,346   10,972 -626
8,833   7,192 1,641
12,833   11,371 1,462
5,832   3,579 2,253
205   119 86
901   528 373
3,521   3,469 52
971   255 716
7,847   7,848 -1
1,360   2,044 -684
812   833 -21
486   366 120
954   935 19
2,701   3,005 -304
4,920   4,810 110
1,746   2,006 -260
382   356 26
53   40 13
36,573   29,671 6,902
1,838   2,027 -189
39   35 4
1,744   2,136 -392
153   121 32
4,901   5,106 -205
458   253 205
16,734   14,761 1,973
11,091   8,497 2,594
4,750   5,114 -364
2,697   3,032 -335
35,426   24,932 10,494
975   984 -9
2,015   2,019 -4
7,821   8,253 -432
9,929   10,101 -172
4,878   4,975 -97
279   518 -239
583   652 -69
4,879   4,883 -4
596   406 190
173   160 13
623   372 251
176   140 36
99   89 10
31   29 2
35   33 2
174   131 43
475   303 172
73   47 26
448   254 194
404   175 229
714   433 281
1,052   910 142
716   601 115
3,155   2,976 179
1,534   1,301 233
981   806 175
1,111   669 442
4,945   4,975 -30
27   20 7
20,120   14,418 5,702
637   552 85
2,774   2,289 485
2,003   1,548 455
3,437   3,629 -192
2,266   2,034 232
1,894   1,730 164
1,984   1,598 386
1,057   942 115
1,010   911 99
1,841   2,026 -185
2,292   2,019 273
1,205   932 273
1,107   830 277
1,288   1,273 15
2,384   2,007 377
1,674   1,257 417
4,045   4,596 -551
311   219 92
1,200   764 436
4,323   3,422 901
20   10 10
1,608   979 629
33   32 1
      10,959
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        
b       7
c       -258
d       958
e       2
      14
       
      91
      25
      113
      33
      82
      48
      17
      186
      216
      20
      -234
      124
      264
      79
      53
      84
      36
      60
      264
      58
      22
      168
      17
      40
      -64
      257
      54
      195
      46
      191
      42
      -175
      -50
      144
      137
      -1,674
      -767
      -49
      1,200
      523
      1,162
      716
      1,424
      836
      2,192
      311
      637
      422
      1,947
      1,695
      -41
      148
      87
      1,345
      4,846
      1,023
      1,061
      652
      394
      433
      -2,414
      -626
      1,641
      1,462
      2,253
      86
      373
      52
      716
      -1
      -684
      -21
      120
      19
      -304
      110
      -260
      26
      13
      6,902
      -189
      4
      -392
      32
      -205
      205
      1,973
      2,594
      -364
      -335
      10,494
      -9
      -4
      -432
      -172
      -97
      -239
      -69
      -4
      190
      13
      251
      36
      10
      2
      2
      43
      172
      26
      194
      229
      281
      142
      115
      179
      233
      175
      442
      -30
      7
      5,702
      85
      485
      455
      -192
      232
      164
      386
      115
      99
      -185
      273
      273
      277
      15
      377
      417
      -551
      92
      436
      901
      10
      629
      1
       
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 70,310
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))
2018      
2017      
2016      
2015      
2014      
2
Total of line 1, column (d) .....................
2
 
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
 
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4,.............
8
 
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,268
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,268
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,268
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 595
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 595
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 1,673
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet0 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$   (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)
    bulletWA
    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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 ofbulletUS BANK Telephone no.bullet (503) 464-3580

    Located atbullet555 SW OAKPORTLANDOR ZIP+4bullet97204
    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 2019, 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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
     
    No
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
     
    No
    .........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
    US BANK TRUSTEE
    1     		25,071    
    PO BOX 3168
    PORTLAND,OR97208
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    1,876,316
    b
    Average of monthly cash balances.......................
    1b
    51,898
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,928,214
    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
    1,928,214
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    28,923
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,899,291
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    94,965
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    94,965
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    2,268
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,268
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    92,697
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    92,697
    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
    92,697
    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
    92,863
    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
    92,863
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    92,863
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 92,697
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 87,330
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 0
    b From 2015...... 0
    c From 2016...... 0
    d From 2017...... 0
    e From 2018...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 92,863
    a Applied to 2018, but not more than line 2a 87,330
    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 2019 distributable amount..... 5,533
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		87,164
    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 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015.... 0
    b Excess from 2016.... 0
    c Excess from 2017.... 0
    d Excess from 2018.... 0
    e Excess from 2019.... 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 (2019)
    Form 990-PF (2019)
    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
    MONTANA STATE UNIVERSITY
    OFFICE OF FINANCIAL AID
    BOZEMAN,MT597174160     		NONE I SCHOLARSHIPS 65,498
    WASHINGTON STATE UNIVERSITY
    DEPT OF AGRONOMY AND SOILS
    PULLMAN,WA991646420     		NONE I SCHOLARSHIPS 21,833
    Total .................................bullet 3a 87,331
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 39,262  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 28,221  
    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 70,310  
    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)..   137,793  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    137,793
    (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 (2019)
    Form 990-PF (2019)
    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 (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    ANKER L AND LILLIAN MUIR CHRISTY FOUNDATION
    EIN:
    91-1236204
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 3,000     3,000

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    ANKER L AND LILLIAN MUIR CHRISTY FOUNDATION
    EIN:
    91-1236204
    Name of Bond End of Year Book Value End of Year Fair Market Value
    670678390 NUVEEN STRATEGIC INC 17,235 16,046
    670690387 NUVEEN INFLATION PRO 92,996 89,193
    87234N765 TCW EMERGING MARKETS 451 441
    693476BN2 PNC FUNDING CORP 51,317 49,986
    77956H104 T ROWE PRICE INTL BO 44,227 41,773
    63872T620 LOOMIS SAYLES STRATE 22,350 22,170
    464288281 ISHARES JPMORGAN USD 4,977 4,775
    38143H381 GOLDMAN SACHS COMM S    
    36962G4J0 GEN ELEC CAP CRP MTN 51,202 51,607
    68381K606 OPPENHEIMER SENIOR F 63,656 62,862
    74442J307 PRUDENTIAL SHORT DUR    
    06406RAG2 BANK OF NY MTN 50,017 50,244
    670700400 NUVEEN PREFERRED SEC 15,420 14,672
    258620103 DOUBLELINE TOTAL RET 5,383 5,296
    131582439 CALVERT HIGH YIELD B 61,891 59,713
    46429B655 ISHARES FLOATING RAT 29,121 29,155

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    ANKER L AND LILLIAN MUIR CHRISTY FOUNDATION
    EIN:
    91-1236204
    Name of Stock End of Year Book Value End of Year Fair Market Value
    296315104 E S C O TECHNOLOGIES    
    521865204 LEAR CORP 223 487
    69007J106 OUTFRONT MEDIA INC    
    931427108 WALGREENS BOOTS ALLI    
    02208R106 ALTRA INDUSTRIAL MOT    
    063904106 BANK OF THE OZARKS I    
    88579Y101 3M CO 561 1,476
    26969P108 EAGLE MATERIALS INC    
    82669G104 SIGNATURE BK    
    24869P104 DENNYS CORP 2,023 2,547
    067901108 BARRICK GOLD CORP 3,120 2,490
    453038408 IMPERIAL OIL LTD    
    653656108 NICE SYS LTD SPONSOR 2,191 3,930
    G47791101 INGERSOLL RAND PLC 2,963 3,646
    23304Y100 DBS GROUP HLDGS LTD 3,049 4,350
    136385101 CANADIAN NATURAL RES 2,916 3,041
    60687Y109 MIZUHO FNL GRP A D R    
    16941R108 CHINA PETROLEUM CHEM    
    168919108 CHINA CONSTRUCT UNSP    
    456463108 INDUSTRIAS BACHOCO S    
    69343P105 LUKOIL PJSC SPON A D    
    816078307 SEKISUI HOUSE LTD A    
    502441306 LVMH MOET HENNESSY A 3,596 6,378
    056752108 BAIDU COM INC A D R 5,324 7,474
    G51502105 JOHNSON CTLS INTL PL    
    43858F109 HONG KONG EXCHANGES    
    670690817 NUVEEN SMALL CAP GWT 18,523 23,447
    254687106 DISNEY WALT CO 154 224
    291011104 EMERSON ELECTRIC CO 3,008 4,604
    197236102 COLUMBIA BKG SYS INC 2,251 2,577
    911312106 UNITED PARCEL SERVIC 108 123
    530307305 LIBERTY BROADBAND C 224 568
    58933Y105 MERCK AND CO INC 2,998 3,361
    774341101 ROCKWELL COLLINS INC 530 1,360
    247361702 DELTA AIR LINES INC 2,216 2,573
    55616P104 MACYS INC    
    96145D105 WESTROCK CO 328 606
    42824C109 HEWLETT PACKARD ENTE 137 215
    025676206 AMERICAN EQUITY INVT    
    90984P303 UNITED COMMUNITY BAN    
    89469A104 TREEHOUSE FOODS INC    
    072730302 BAYER AG A D R 5,287 4,478
    904767704 UNILEVER PLC SPSD AD 2,006 2,275
    686330101 ORIX CORP SPONS A D 2,796 3,037
    83175M205 SMITH NEPHEW P L C 7,924 8,384
    585464100 MELCO CROWN ENTERTAI 3,560 4,466
    G16962105 BUNGE LIMITED    
    756255204 RECKITT BENCKISER SP    
    75955B102 RELX NV SPON A D R    
    N6596X109 NXP SEMICONDUCTORS N    
    015393101 ALFA LAVAL AB SWEDEN 2,329 3,401
    61022V107 MONOTARO CO LTD UNSP    
    06738C778 IPATH DOW JONES UBS 8,316 8,284
    97717W851 WISDOMTREE JAPAN HED    
    78463X863 SPDR DOW JONES INTER    
    922042676 VANGUARD GLBL EX US 36,555 33,929
    260003108 DOVER CORP 1,616 3,864
    413875105 HARRIS CORP DEL 764 1,625
    674599105 OCCIDENTAL PETROLEUM 2,764 3,195
    816300107 SELECTIVE INS GROUP 135 321
    278865100 ECOLAB INC 326 903
    858119100 STEEL DYNAMICS INC 357 640
    032095101 AMPHENOL CORP CL A 321 1,324
    69360J107 PS BUSINESS PKS INC 79 130
    192446102 COGNIZANT TECHNOLOGY 4,582 6,745
    800013104 SANDERSON FARMS INC 259 317
    91529Y106 UNUM GROUP 301 516
    904214103 UMPQUA HOLDINGS CORP 2,026 2,504
    92345Y106 VERISK ANALYTICS INC 3,642 7,741
    98956P102 ZIMMER BIOMET HOLDIN 375 495
    92826C839 VISA INC 4,212 13,367
    531229409 LIBERTY MEDIA CORP D    
    498904200 KNOLL INC    
    447011107 HUNTSMAN CORP    
    74978Q105 RSP PREMIAN INC    
    12541W209 C H ROBINSON WORLDWI 462 673
    054536107 AXA A D R    
    N22717107 CORE LABORATORIES N 7,438 7,331
    501173207 KUBOTA LTD A D R 2,710 2,813
    009126202 AIR LIQUIDE S A A D 4,576 5,549
    043393206 ASAHI GLASS CO LTD A    
    450737101 IBERDROLA S SPONS A    
    G0464B107 ARGO GROUP INTL HLDG    
    88031M109 TENARIS SA ADR    
    62474M108 MTN GROUP LTD A D R    
    G0176J109 ALLEGION PLC 1,588 3,140
    780259107 ROYAL DUTCH SHELL A 4,192 5,054
    500467501 KONINKLIJKE AHOLD DE    
    77957Y106 T ROWE PRICE MID CAP 38,535 47,899
    670678507 NUVEEN REAL ESTATE S 43,247 42,839
    74925K581 ROBECO BOSTON PARTNE 24,053 28,126
    260543103 DOW CHEM CO    
    361448103 G A T X CORP    
    742718109 PROCTER GAMBLE CO 609 747
    891092108 TORO CO    
    156782104 CERNER CORP COM 634 977
    500255104 KOHLS CORP 692 1,108
    892356106 TRACTOR SUPPLY CO    
    32054K103 FIRST INDL RLTY TR I 125 227
    68389X105 ORACLE CORPORATION 2,392 3,595
    44967H101 ILG INC    
    808513105 SCHWAB CHARLES CORP 3,486 7,263
    989207105 ZEBRA TECHNOLOGIES C    
    778296103 ROSS STORES INC 4,620 7,375
    421946104 HEALTHCARE RLTY TR 44 62
    375558103 GILEAD SCIENCES INC 895 1,969
    29476L107 EQUITY RESIDENTIAL 806 949
    311900104 FASTENAL CO    
    577128101 MATTHEWS INTL CORP C    
    887317303 TIME WARNER INC    
    74834L100 QUEST DIAGNOSTICS IN 800 1,540
    30231G102 EXXON MOBIL CORP 2,034 2,004
    59522J103 MID-AMER APT CMNTYS 67 104
    052800109 AUTOLIV INC 404 535
    42809H107 HESS CORP    
    78709Y105 SAIA INC    
    98310W108 WYNDHAM WORLDWIDE CO 30 88
    23355L106 DXC TECHNOLOGY CO    
    59156R108 METLIFE INC    
    755111507 RAYTHEON COMPANY 1,394 2,992
    344849104 FOOT LOCKER INC    
    15135B101 CENTENE CORP COM 2,105 4,394
    20030N101 COMCAST CORP CL A 2,448 3,329
    02079K305 ALPHABET INC CL A 4,754 9,854
    43940T109 HOPE BANCORP INC    
    37733W105 GLAXO SMITHKLINE P L    
    803054204 SAP SE SPONSORED A D 5,457 8,621
    358029106 FRESENIUS MED AKTIEN 4,119 5,153
    465562106 ITAU UNIBANCO HOLDIN 1,761 3,209
    874039100 TAIWAN SEMICONDUCTOR 5,078 11,074
    344419106 FOMENTO ECONOMICO ME    
    92932M101 WNS HOLDINGS LTD ADR 2,681 4,924
    018805101 ALLIANZ SE A D R 5,535 7,099
    826197501 SIEMENS AG A D R    
    N07059210 ASML HOLDING NV NY R    
    606783207 MITSUBISHI ESTATE LT    
    049255706 ATLAS COPCO AB SPONS 1,791 2,026
    701491102 PARK24 CO LTD SPN A    
    50048H101 KONE OYJ B UNSPONSOR    
    466140100 JGC CORP UNSPONSORED 5,038 4,951
    001317205 AIA GROUP LTD ADR 3,998 7,030
    05530H100 BBA AVIATION PLC UNS 5,214 4,318
    060505104 BANK OF AMERICA CORP 1,727 4,392
    438516106 HONEYWELL INTERNATIO 984 2,545
    87612E106 TARGET CORP    
    28176E108 EDWARDS LIFESCIENCES 3,784 5,193
    682189105 ON SEMICONDUCTOR COR 558 1,323
    49338L103 KEYSIGHT TECHNOLOGIE    
    530307107 LIBERTY BROADBAND A 97 243
    46625H100 J P MORGAN CHASE CO 1,699 5,958
    166764100 CHEVRON CORPORATION 2,864 3,080
    78442P106 SLM CORP COM    
    26613Q106 DUPONT FABROS TECHNO    
    15189T107 CENTERPOINT ENERGY I 982 1,417
    668074305 NORTHWESTERN CORP 579 779
    531229888 LIBERTY MEDIA CORP D 41 80
    25470F104 DISCOVERY COMMUNICAT    
    12673P105 CA INC 1,808 3,154
    641069406 NESTLE SA SPONSORED 11,355 12,646
    12626K203 CRH PLC ADR    
    138006309 CANON INC SPONS A D 7,740 8,568
    66987V109 NOVARTIS AG A D R 2,030 2,241
    12637N204 CSL LIMITED A D R 2,603 6,407
    110448107 BRITISH AMERN TOB PL    
    502117203 LOREAL UNSPONSORED A 3,689 4,981
    631512209 NASPERS LTD N SPON A 2,547 4,726
    535223200 LINDE AG A D R    
    000375204 ABB LTD A D R    
    12562Y100 CK HUTCHISON HOLDING    
    86562M209 SUMITOMO MITSUI FINL 2,065 2,193
    930004205 WACOAL HOLDINGS CORP    
    87155N109 SYMRISE AG UNSPON A    
    112585104 BROOKFIELD ASSET MAN    
    456837103 I N G GROEP NV SPONS    
    654744408 NISSAN MTR LTD SPO 2,938 2,759
    136375102 CANADIAN NATL RY CO 2,057 3,290
    654624105 NIPPON TELEGRAPH TEL 2,501 2,531
    86428V104 SUBARU CORP UNSPONS 3,033 2,726
    83084V106 SKY PLC SPN A D R    
    N53745100 LYONDELLBASELL INDUS    
    412295867 HARDING LOEVNER FRON 35,240 38,637
    458140100 INTEL CORP 2,015 2,761
    460146103 INTERNATIONAL PAPER 852 921
    693506107 P P G INDS INC    
    654106103 NIKE INC 549 1,973
    126650100 CVS HEALTH CORPORATI 1,671 2,633
    872540109 TJX COMPANIES INC    
    594918104 MICROSOFT CORP 4,110 7,414
    086516101 BEST BUY CO INC 352 1,591
    603158106 MINERALS TECHNOLOGIE 204 269
    405024100 HAEMONETICS CORP MAS    
    806407102 SCHEIN HENRY INC COM 1,599 2,175
    054937107 B B T CORP 856 1,343
    760759100 REPUBLIC SVCS INC 398 1,100
    406216101 HALLIBURTON CO 1,281 1,436
    580135101 MCDONALDS CORP 277 487
    747525103 QUALCOMM INC 7,166 8,657
    285512109 ELECTRONIC ARTS INC    
    69331C108 PG E CORP 736 877
    48203R104 JUNIPER NETWORKS INC    
    91324P102 UNITED HEALTH GROUP 1,142 2,148
    50540R409 LABORATORY CRP OF AM 896 1,729
    28140H203 EDUCATION REALTY TRU 136 207
    52471Y106 LEGACYTEXAS FINANCIA    
    37940X102 GLOBAL PAYMENTS INC    
    89417E109 TRAVELERS COS INC 1,153 1,448
    564563104 MANTECH INTL CORP A    
    064058100 BANK OF NEW YORK MEL 1,218 2,555
    72346Q104 PINNACLE FINANCIAL P 409 581
    781846209 RUSH ENTERPRISES INC 2,041 2,749
    171798101 CIMAREX ENERGY CO    
    02079K107 ALPHABET INC CL C 1,156 3,655
    806857108 SCHLUMBERGER LTD    
    771195104 ROCHE HOLDINGS LTD S    
    82481R106 SHIRE PLC A D R    
    62942M201 NTT DOCOMO INC A D R 2,045 2,150
    34407D109 FLY LEASING LTD A D 2,112 3,123
    48268K101 KT CORP SP A D R    
    072743305 BAYERISCHE MOTOREN S 2,368 2,518
    G1991C105 CARDTRONICS PLC    
    037833100 APPLE INC 9,650 23,446
    369550108 GENERAL DYNAMICS COR 1,106 1,547
    384802104 GRAINGER W W INC    
    670346105 NUCOR CORP 2,039 2,125
    053611109 AVERY DENNISON CORP 2,235 3,050
    035290105 ANIXTER INTL INC    
    513847103 LANCASTER COLONY COR    
    125896100 C M S ENERGY CORP 795 1,920
    031162100 AMGEN INC 2,144 2,598
    469814107 JACOBS ENGR GROUP IN    
    807066105 SCHOLASTIC CORP    
    743312100 PROGRESS SOFTWARE CO    
    005125109 ACXIOM CORP    
    729132100 PLEXUS CORP    
    871237103 SYKES ENTERPRISES IN    
    G0084W101 ADIENT LTD    
    779556109 ROWE T PRICE MID-CAP 39,505 47,616
    921921300 VANGUARD EQUITY INCO 42,767 44,136
    364760108 THE GAP INC    
    871829107 SYSCO CORP 1,970 2,843
    032654105 ANALOG DEVICES INC 2,330 3,064
    74005P104 PRAXAIR INC 96 158
    91913Y100 VALERO ENERGY CORP 5,427 7,780
    902788108 UMB FINL CORP 2,041 2,107
    466367109 JACK IN THE BOX INC 468 816
    10922N103 BRIGHTHOUSE FINL INC    
    084670702 BERKSHIRE HATHAWAY I 10,702 16,906
    70450Y103 PAYPAL HOLDINGS INC 6,159 8,679
    89785X101 TRUEBLUE INC 2,107 2,315
    741503403 THE PRICELINE GROUP    
    64110D104 NETAPP INC 1,998 4,254
    531229706 LIBERTY MEDIA CORP D 17 27
    531229870 LIBERTY MEDIA CORP D 43 105
    45688C107 INGEVITY CORP    
    00687A107 ADIDAS AG A D R 2,522 3,480
    559222401 MAGNA INTL INC CL    
    670100205 NOVO NORDISK AS A D 2,060 2,950
    803866300 SASOL LTD SPONSORED    
    237545108 DASSAULT SYSTEMES SA 3,961 10,156
    438128308 HONDA MOTOR CO LTD A    
    Y2573F102 FLEXTRONICS INTL LTD    
    23636T100 DANONE SPONS A D R 2,024 2,305
    867224107 SUNCOR ENERGY INC 491 659
    G1151C101 ACCENTURE PLC CL A 2,251 3,381
    05946K101 BANCO BILBAO VIZCAYA    
    05523R107 B A E SYSTEMS P L C    
    92937A102 WPP PLC SPONSORED A    
    35952Q106 FUCHS PETROLUB SE PR    
    29081P303 EMBOTELLADORA ANDINA    
    872407101 TFS MARKET NEUTRAL F    
    191216100 COCA COLA COMPANY    
    883556102 THERMO FISHER SCIENT 830 1,674
    701094104 PARKER HANNIFIN CORP 348 527
    666807102 NORTHROP GRUMMAN COR 2,120 2,686
    571903202 MARRIOTT INTL INC 698 1,265
    307305102 FANUC CORPORATION A 5,812 7,213
    149498107 CAUSEWAY EMERGING MA 21,757 25,439
    459200101 INTERNATIONAL BUSINE    
    478160104 JOHNSON JOHNSON 3,700 5,522
    882508104 TEXAS INSTRUMENTS IN 367 674
    883203101 TEXTRON INC    
    370334104 GENERAL MILLS INC 655 782
    224399105 CRANE CO 468 730
    437076102 HOME DEPOT INC 2,058 2,811
    499064103 KNIGHT TRANSN INC    
    92343V104 VERIZON COMMUNICATIO 2,391 2,610
    036752103 ANTHEM INC 1,444 2,912
    45774N108 INNOPHOS HOLDINGS    
    500754106 HJ HEINZ HOLDING COR    
    228368106 CROWN HOLDINGS INC 1,065 1,070
    833551104 SNYDERS-LANCE INC    
    531229854 LIBERTY MEDIA CORP D 97 259
    531229607 LIBERTY MEDIA CORP D    
    31620M106 FIDELITY NATL INFORM 573 974
    M22465104 CHECK POINT SOFTWARE    
    92336X109 VEONEER INC 157 300
    04530Y106 ASPEN PHARMACARE HL 4,855 4,695
    499049104 KNIGHT SWIFT TRANSPO 497 785
    03755L104 APERGY CORP 411 995
    26078J100 DOWDUPONT INC 1,268 1,894
    98311A105 WYNDAM HOTELS RESORT 37 114
    09857L108 BOOKING HOLDINGS INC 2,786 5,855
    77956H849 T ROWE PRICE INTL GR 44,522 40,213
    38143H381 GOLDMAN SACHS COMM S 4,199 4,724
    835699307 SONY CORP A D R 5,107 5,853
    00206R102 ATT INC 716 703
    151020104 CELGENE CORPORATION 5,064 4,534
    253868103 DIGITAL REALTY TRUST 102 249

    TY 2017 InvestmentsOtherSchedule2
    Name:
    ANKER L AND LILLIAN MUIR CHRISTY FOUNDATION
    EIN:
    91-1236204
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    9962170V8 PTNS SECS 24 & 36 18 AT COST 310,600 452,800

    TY 2017 OtherExpensesSchedule
    Name:
    ANKER L AND LILLIAN MUIR CHRISTY FOUNDATION
    EIN:
    91-1236204
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER MISC EXPENSE 25 0   25
    ADR FEES 222 222   0
    Rent and Royalty Expense 6,248      


    TY 2017 OtherIncreasesSchedule
    Name:
    ANKER L AND LILLIAN MUIR CHRISTY FOUNDATION
    EIN:
    91-1236204
    Description Amount
    ROUNDING ADJUSTMENT 16


    TY 2017 TaxesSchedule
    Name:
    ANKER L AND LILLIAN MUIR CHRISTY FOUNDATION
    EIN:
    91-1236204
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,301 1,301   0
    FEDERAL ESTIMATES - PRINCIPAL 370 0   0
    FOREIGN TAXES ON NONQUALIFIED 49 49   0