Form990-PF
Click to see attachment

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
TUA THE BUTLER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 1802
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PROVIDENCE, RI029011802
A Employer identification number

56-6547924
B Telephone number (see instructions)

(888) 866-3275
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$11,542,240J 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) 996,443
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 210,617 207,863  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 129,085
b Gross sales price for all assets on line 6a 2,650,098
7 Capital gain net income (from Part IV, line 2)... 129,085
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)....... Click to see attachment 22,773 22,773  
12 Total. Add lines 1 through 11........ 1,358,918 359,721  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,207 30,124   20,083
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 1,250 750 0 500
c Other professional fees (attach schedule).... Click to see attachment 4,323 4,323   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,261 3,261   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 882 0 0 882
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,923 38,458 0 21,465
25 Contributions, gifts, grants paid....... 258,080 258,080
26 Total expenses and disbursements. Add lines 24 and 25 327,003 38,458 0 279,545
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,031,915
b Net investment income (if negative, enter -0-) 321,263
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 393,544 740,661 740,661
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)....... 8,696,750 Click to see attachment8,462,029 10,801,579
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)..........     0
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) 9,090,294 9,202,690 11,542,240
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 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........ 9,090,294 9,202,690
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 9,090,294 9,202,690
31 Total liabilities and net assets/fund balances (see instructions). 9,090,294 9,202,690
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
9,090,294
2
Enter amount from Part I, line 27a .....................
2
1,031,915
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,816
4
Add lines 1, 2, and 3 ..........................
4
10,126,025
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
923,335
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
9,202,690
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 53. ABBVIE INC COM   2017-11-01 2018-11-16
b 19. ABBVIE INC COM   2017-07-26 2018-11-16
c 51. ACTIVISION BLIZZARD INC COM   2017-10-13 2018-12-27
d 5. ACTIVISION BLIZZARD INC COM   2017-10-13 2018-12-27
e 97. ACTIVISION BLIZZARD INC COM   2017-07-14 2018-12-27
51. ACTIVISION BLIZZARD INC COM   2017-07-14 2018-12-28
14. ACXIOM CORP COM   2014-12-02 2018-04-09
30. ACXIOM CORP COM   2014-12-16 2018-04-09
18. ACXIOM CORP COM   2014-12-16 2018-06-20
11. ACXIOM CORP COM   2015-01-23 2018-06-20
26. ACXIOM CORP COM   2015-01-23 2018-06-21
59. AETNA INC NEW COM   2017-12-01 2018-11-28
3. AETNA INC NEW COM   2018-03-21 2018-11-28
3. ALIBABA GROUP HLDG LTD ADS   2015-05-12 2018-03-26
1. ALPHABET INC CL A COM   2014-01-30 2018-02-15
56. ALTRA INDL MOTION CORP COM   2014-11-14 2018-12-14
12. ALTRA INDL MOTION CORP COM   2014-12-16 2018-12-14
6. ALTRA INDL MOTION CORP COM   2014-12-16 2018-12-17
80. ALTRIA GROUP INC   2016-12-22 2018-11-16
1. AMERICAN EQUITY INVT LIFE HLDG COM   2014-11-14 2018-09-06
3. AMERICAN WTR WKS CO INC NEW COM   2017-01-06 2018-02-15
1. APPLE INC COM   2014-01-30 2018-02-15
1. AVISTA CORP   2014-11-14 2018-09-06
1. BARNES GROUP INC COM   2014-11-14 2018-09-06
1. BLACKROCK INC CL A   2015-04-08 2018-02-15
4. BUFFALO WILD WINGS INC COM   2016-09-28 2018-02-05
7. BUFFALO WILD WINGS INC COM   2016-07-06 2018-02-05
4. BUFFALO WILD WINGS INC COM   2016-07-21 2018-02-05
1. CVB FINL CORP   2015-03-23 2018-09-06
.944 CVS CAREMARK CORP COM   2018-11-28 2018-12-19
51. CVS CAREMARK CORP COM   2018-11-28 2018-12-28
115. CALGON CARBON CORP COM   2014-11-14 2018-03-09
15. CELGENE CORP   2016-08-01 2018-05-18
43. CELGENE CORP   2016-08-08 2018-05-18
45. CELGENE CORP   2016-07-29 2018-05-18
6. CELGENE CORP   2016-07-29 2018-05-18
1. CHEESECAKE FACTORY INCORPORATED   2018-01-29 2018-09-06
13. CISCO SYSTEMS INCORPORATED   2015-06-24 2018-02-15
1. CITIGROUP INC NEW COM   2017-11-10 2018-02-15
1. COLUMBIA BKG SYS INC COM   2015-02-20 2018-09-06
.8 CONCHO RES INC COM   2015-11-12 2018-08-02
2.72 CONCHO RES INC COM   2015-11-12 2018-09-17
5.76 CONCHO RES INC COM   2015-11-05 2018-09-17
11.52 CONCHO RES INC COM   2015-11-04 2018-09-17
54. CTRIP COM INTL LTD AMERICAN DEP SHS COM   2017-08-22 2018-01-19
105. CTRIP COM INTL LTD AMERICAN DEP SHS COM   2016-10-24 2018-01-19
25. CTRIP COM INTL LTD AMERICAN DEP SHS COM   2016-10-28 2018-01-19
35. CTRIP COM INTL LTD AMERICAN DEP SHS COM   2016-10-28 2018-01-19
15. CTRIP COM INTL LTD AMERICAN DEP SHS COM   2017-01-12 2018-01-19
36. CTRIP COM INTL LTD AMERICAN DEP SHS COM   2017-01-11 2018-01-19
21. CTRIP COM INTL LTD AMERICAN DEP SHS COM   2017-01-12 2018-01-19
6. DENNYS CORP COM   2016-09-30 2018-09-06
30. DISNEY WALT CO   2015-05-11 2018-02-06
21. DISNEY WALT CO   2015-08-31 2018-02-06
92. DISNEY WALT CO   2014-11-06 2018-02-06
73. DISNEY WALT CO   2014-01-30 2018-02-06
9115.77 DOUBLELINE TOTAL RETURN BD FUND CL I   2015-05-07 2018-06-26
63810.392 DOUBLELINE TOTAL RETURN BD FUND CL I   2014-11-04 2018-06-26
9174.312 DOUBLELINE TOTAL RETURN BD FUND CL I   2016-04-08 2018-06-26
5. EOG RESOURCES INC   2014-05-01 2018-02-15
1. EOG RESOURCES INC   2014-11-06 2018-02-15
1. EDUCATION RLTY TR INC REITS   2016-12-16 2018-09-06
16. EDUCATION RLTY TR INC REITS   2016-12-16 2018-09-21
78. EDUCATION RLTY TR INC REITS   2014-11-14 2018-09-21
8. ELECTRONIC ARTS   2018-06-08 2018-12-27
53. ELECTRONIC ARTS   2018-01-19 2018-12-27
28. ELECTRONIC ARTS   2018-01-19 2018-12-28
7. ELECTRONIC ARTS   2018-01-19 2018-12-28
3. EMPIRE ST RLTY TR INC CL A REITS   2016-03-14 2018-09-06
54.448 ENBRIDGE INC   2016-12-22 2018-01-26
4.552 ENBRIDGE INC   2016-04-08 2018-01-26
33. ENBRIDGE INC   2016-04-08 2018-01-29
54. ENBRIDGE INC   2016-04-08 2018-03-09
17. ENBRIDGE INC   2016-04-08 2018-03-26
93. ENBRIDGE INC   2016-04-08 2018-03-27
49. ENBRIDGE INC   2016-04-08 2018-04-06
146. ENBRIDGE INC   2016-04-08 2018-04-09
1. ENPRO INDS INC COM   2014-11-14 2018-09-06
12. ENPRO INDS INC COM   2014-11-14 2018-09-20
6. ENPRO INDS INC COM   2014-11-14 2018-09-21
2. ESCO TECHNOLOGIES INC   2014-11-14 2018-09-06
8. ESCO TECHNOLOGIES INC   2014-11-14 2018-12-14
120. EXXON MOBIL CORPORATION   2017-01-20 2018-03-09
6. FACEBOOK INC CL A COM   2015-05-14 2018-02-02
24. FACEBOOK INC CL A COM   2015-05-12 2018-02-05
1. FACEBOOK INC CL A COM   2015-05-14 2018-02-15
53. FACEBOOK INC CL A COM   2015-05-12 2018-03-26
16. FACEBOOK INC CL A COM   2018-03-21 2018-06-13
16. FACEBOOK INC CL A COM   2015-05-14 2018-06-13
18. FACEBOOK INC CL A COM   2015-05-14 2018-07-12
12. FACEBOOK INC CL A COM   2015-05-11 2018-07-12
88. FACEBOOK INC CL A COM   2015-05-11 2018-09-28
78. FACEBOOK INC CL A COM   2014-11-17 2018-09-28
1. FIRST FINL BANCORP   2017-03-17 2018-09-06
1. FIRST INDUSTRIAL REALTY TRUST COM   2014-11-14 2018-09-06
1. FIRST MIDWEST BANCORP INC DEL   2014-11-14 2018-09-06
1. FRANKLIN ELEC INC   2015-03-18 2018-09-06
1. GARRETT MOTION INC COM   2018-03-21 2018-10-10
1.2 GARRETT MOTION INC COM   2015-05-11 2018-10-10
1.2 GARRETT MOTION INC COM   2015-08-31 2018-10-10
19.6 GARRETT MOTION INC COM   2014-01-30 2018-10-10
1.7 GARRETT MOTION INC COM   2017-07-27 2018-10-19
5.8 GARRETT MOTION INC COM   2017-07-26 2018-10-19
5.5 GARRETT MOTION INC COM   2017-07-13 2018-10-19
6.8 GARRETT MOTION INC COM   2017-01-10 2018-10-19
5.2 GARRETT MOTION INC COM   2017-01-09 2018-10-19
.8 GARRETT MOTION INC COM   2014-01-30 2018-10-29
.8 GARRETT MOTION INC COM   2017-01-09 2018-10-29
1. GOLDMAN SACHS GROUP INC   2017-06-21 2018-02-15
56. GOLDMAN SACHS GROUP INC   2016-02-05 2018-12-27
17. GOLDMAN SACHS GROUP INC   2016-02-22 2018-12-27
21. HAEMONETICS CORP MASS COM   2014-11-14 2018-05-22
30. HAEMONETICS CORP MASS COM   2014-11-14 2018-06-13
30. HAEMONETICS CORP MASS COM   2014-11-14 2018-06-15
1. HALLIBURTON CO   2017-03-24 2018-02-15
141. HALLIBURTON CO   2017-03-24 2018-11-20
144. HALLIBURTON CO   2017-03-27 2018-11-20
26. HALLIBURTON CO   2018-03-21 2018-11-20
283. HALLIBURTON CO   2017-12-19 2018-11-20
15399.972 OAKMARK SELECT FUND CL I   2014-11-04 2018-12-14
3. HARSCO CORP   2014-11-14 2018-09-06
52. HASBRO INC   2016-04-08 2018-01-26
13. HASBRO INC   2016-04-08 2018-06-18
33. HASBRO INC   2016-04-08 2018-06-19
20. HASBRO INC   2016-04-08 2018-11-30
6. HASBRO INC   2016-12-22 2018-11-30
33. HASBRO INC   2016-12-22 2018-12-03
2. HEALTHCARE RLTY TR COM   2014-11-14 2018-09-06
4. HOME DEPOT INC   2017-01-06 2018-02-15
5. HONEYWELL INTERNATIONAL INC   2015-05-11 2018-02-15
1. HOPE BANCORP INC COM   2014-11-14 2018-09-06
1. HUB GROUP INC CL A   2017-06-29 2018-09-06
21. ITT INC COM   2016-12-19 2018-10-15
10. ITT INC COM   2016-05-25 2018-10-15
1. INNOPHOS HLDGS INC COM   2014-11-14 2018-09-06
51. INNOPHOS HLDGS INC COM   2014-11-14 2018-12-14
22. INTEGRATED DEVICE TECHNOLOGY INC   2017-01-30 2018-05-10
12. INTEGRATED DEVICE TECHNOLOGY INC   2017-01-30 2018-09-28
30. INTEGRATED DEVICE TECHNOLOGY INC   2017-01-30 2018-12-31
4. INTEGRATED DEVICE TECHNOLOGY INC   2017-01-26 2018-12-31
27. JD.COM INC SPON ADR CL A   2015-05-12 2018-11-09
272. JD.COM INC SPON ADR CL A   2015-05-28 2018-11-09
75. JD.COM INC SPON ADR CL A   2015-11-13 2018-11-09
8. JD.COM INC SPON ADR CL A   2015-11-13 2018-11-09
3. KITE RLTY GROUP TR REITS   2014-11-14 2018-09-06
1. KNOLL INC NEW COM   2014-12-18 2018-09-06
1. KORN FERRY INTL NEW   2017-03-03 2018-09-06
.135 LHC GROUP INC COM   2018-01-04 2018-04-25
1. LHC GROUP INC COM   2018-01-04 2018-09-06
1. LANCASTER COLONY CORP COM   2018-06-07 2018-11-29
7. LANCASTER COLONY CORP COM   2018-06-06 2018-11-29
5. LANCASTER COLONY CORP COM   2015-10-26 2018-11-29
4. LANCASTER COLONY CORP COM   2015-10-26 2018-11-30
8. LANCASTER COLONY CORP COM   2016-02-10 2018-11-30
8. LAS VEGAS SANDS CORP   2014-01-30 2018-02-15
1. LYDALL INC   2017-06-30 2018-09-06
126. MASCO CORPORATION   2017-12-19 2018-11-20
130. MASCO CORPORATION   2018-02-06 2018-11-20
24. MASCO CORPORATION   2018-03-21 2018-11-20
269. MASCO CORPORATION   2017-11-10 2018-11-20
156. MASCO CORPORATION   2018-06-13 2018-11-20
5. MASTERCARD INC CL A COM   2016-01-06 2018-03-26
16. MASTERCARD INC CL A COM   2015-05-28 2018-03-26
28. MAXIM INTEGRATED PRODS INC   2017-06-08 2018-01-05
25. MAXIM INTEGRATED PRODS INC   2016-12-22 2018-01-05
48. MAXIM INTEGRATED PRODS INC   2016-12-22 2018-01-08
25. MAXIM INTEGRATED PRODS INC   2016-12-22 2018-06-05
80. MAXIM INTEGRATED PRODS INC   2016-12-22 2018-06-06
2. MAXIM INTEGRATED PRODS INC   2016-04-08 2018-06-06
12. MCGRATH RENTCORP   2017-08-02 2018-04-23
20. MEDPACE HLDGS INC COM   2018-06-15 2018-12-11
8. MEDPACE HLDGS INC COM   2018-06-15 2018-12-14
16. MEDPACE HLDGS INC COM   2018-06-13 2018-12-14
17. MEDPACE HLDGS INC COM   2018-06-13 2018-12-18
143. MERCK & CO INC NEW COM   2016-04-08 2018-02-13
51. MICROSOFT CORPORATION   2016-12-22 2018-03-09
47. MICROSOFT CORPORATION   2016-12-22 2018-07-26
1. MINERALS TECHNOLOGIES INC COM   2014-11-14 2018-09-06
3. MONSANTO CO NEW COM   2015-05-11 2018-02-15
60. MONSANTO CO NEW COM   2015-05-28 2018-06-07
7. MONSANTO CO NEW COM   2015-05-11 2018-06-07
52. MONSANTO CO NEW COM   2015-05-12 2018-06-07
7. MONSANTO CO NEW COM   2018-03-21 2018-06-07
33. MONSANTO CO NEW COM   2014-11-06 2018-06-07
31. MONSANTO CO NEW COM   2016-09-08 2018-06-07
99. MONSANTO CO NEW COM   2014-01-30 2018-06-07
8. MONSANTO CO NEW COM   2015-08-31 2018-06-07
3. MUELLER WTR PRODS INC SER A COM   2018-02-27 2018-09-06
7. KEYENCE CORP FIRST SECTION COM   2015-05-29 2018-03-27
11. NIKE INC CL B   2015-05-11 2018-02-15
24. NIKE INC CL B   2018-03-21 2018-10-10
53. NIKE INC CL B   2015-05-11 2018-10-10
75. NIKE INC CL B   2014-11-06 2018-10-10
30. NIDEC CORP COM   2015-05-13 2018-02-06
23. NIDEC CORP COM   2015-05-13 2018-03-27
2. NORTHROP CORPORATION   2017-01-06 2018-02-15
1. NORTHWESTERN CORP NEW COM   2014-11-14 2018-09-06
1. OXFORD INDS INC   2015-03-19 2018-09-06
6. PNC BK CORP   2015-05-11 2018-02-15
1. PS BUSINESS PKS INC CALIF COM   2014-11-14 2018-09-06
4. PALO ALTO NETWORKS INC COM   2015-08-10 2018-02-15
8. PALO ALTO NETWORKS INC COM   2018-03-21 2018-10-10
22. PALO ALTO NETWORKS INC COM   2015-10-02 2018-10-10
16. PALO ALTO NETWORKS INC COM   2015-04-20 2018-10-10
11. PALO ALTO NETWORKS INC COM   2015-05-11 2018-10-10
4. PEPSICO INCORPORATED   2015-05-11 2018-02-15
13. PEPSICO INCORPORATED   2016-10-26 2018-04-23
15. PEPSICO INCORPORATED   2016-10-25 2018-04-23
87. PEPSICO INCORPORATED   2017-02-14 2018-04-23
1. PEPSICO INCORPORATED   2017-02-15 2018-04-23
95. PHILIP MORRIS INTL INC COM   2016-04-08 2018-07-13
36. PHILIP MORRIS INTL INC COM   2016-04-08 2018-08-10
36. PHILIP MORRIS INTL INC COM   2016-12-22 2018-08-10
74. PHILIP MORRIS INTL INC COM   2016-12-22 2018-08-24
22. PINNACLE FINL PARTNERS INC COM   2014-11-14 2018-06-27
15. PINNACLE FINL PARTNERS INC COM   2014-11-14 2018-10-02
8. PLEXUS CORP COM   2014-11-14 2018-09-28
2. PROGRESS SOFTWARE CORP   2014-11-14 2018-09-06
19. PUBLIC STORAGE INC COM (REIT)   2016-04-08 2018-03-14
16. PUBLIC STORAGE INC COM (REIT)   2016-12-22 2018-03-14
4. RSP PERMIAN INC COM   2016-09-29 2018-06-27
20. RSP PERMIAN INC COM   2015-11-11 2018-06-27
20. RSP PERMIAN INC COM   2015-11-12 2018-06-27
2. RAYTHEON CO COM NEW   2017-01-06 2018-02-15
1. RENASANT CORP COM   2017-08-17 2018-09-06
2.833 RESIDEO TECHNOLOGIES INC COM   2017-07-27 2018-11-16
9.667 RESIDEO TECHNOLOGIES INC COM   2017-07-26 2018-11-16
9.167 RESIDEO TECHNOLOGIES INC COM   2017-07-13 2018-11-16
11.333 RESIDEO TECHNOLOGIES INC COM   2017-01-10 2018-11-16
10. RESIDEO TECHNOLOGIES INC COM   2017-01-09 2018-11-16
.667 RESIDEO TECHNOLOGIES INC COM   2018-03-21 2018-12-27
1. RESIDEO TECHNOLOGIES INC COM   2018-03-21 2018-12-28
2. RESIDEO TECHNOLOGIES INC COM   2015-05-11 2018-12-28
2. RESIDEO TECHNOLOGIES INC COM   2015-08-31 2018-12-28
34. RESIDEO TECHNOLOGIES INC COM   2014-01-30 2018-12-28
7. ROGERS CORP 00   2016-12-16 2018-01-22
2. ROGERS CORP 00   2016-12-16 2018-01-29
4. ROGERS CORP 00   2016-09-21 2018-01-29
5. ROGERS CORP 00   2016-09-21 2018-02-01
2. ROGERS CORP 00   2016-09-27 2018-02-01
6. ROGERS CORP 00   2016-09-27 2018-02-08
2. SPDR S&P BIOTECH ETF   2017-10-26 2018-02-15
14. SPDR S&P HOMEBUILDERS ETF   2015-05-11 2018-02-15
2. SRC ENERGY INC COM   2018-06-27 2018-09-06
48. SRC ENERGY INC COM   2018-06-27 2018-09-28
17. SAIA INC COM   2016-04-27 2018-06-27
1. SCHOLASTIC CORP COM   2015-11-20 2018-09-06
31. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT   2014-11-06 2018-02-15
1. SELECTIVE INS GROUP INC   2014-11-14 2018-09-06
10. SELECTIVE INS GROUP INC   2014-11-14 2018-12-14
1. SOUTH STATE CORP COM   2014-11-14 2018-09-06
1. SOUTHWEST GAS CORP   2017-10-27 2018-09-06
8. STRAYER ED INC COM   2017-09-21 2018-05-17
2. STRAYER ED INC COM   2017-09-20 2018-05-17
4. STRAYER ED INC COM   2017-09-20 2018-05-17
3. TRI POINTE HOMES INC COM   2015-09-09 2018-09-06
1. TELADOC HEALTH INC COM   2017-10-25 2018-02-15
11. TELADOC HEALTH INC COM   2018-03-21 2018-09-27
30. TELADOC HEALTH INC COM   2017-10-25 2018-09-27
15. TEXAS INSTRS INC   2017-10-30 2018-08-10
3. THERMO ELECTRON CORP   2015-05-11 2018-02-15
1. TOWNEBANK PORTSMOUTH VA COM   2017-08-03 2018-09-06
2. TRUEBLUE INC COM   2015-03-02 2018-09-06
1. UMB FINL CORP COM   2014-11-14 2018-09-06
5. UNION PAC CORP COM   2015-05-11 2018-02-15
1. UNITED CMNTY BK BLAIRSVILLE GA COM   2014-11-14 2018-09-06
1. UNITED BANKSHARES INC WEST VA COM   2014-11-14 2018-09-06
77. VENTAS INC COM   2016-04-08 2018-03-14
57. VENTAS INC COM   2016-04-08 2018-07-26
16. VENTAS INC COM   2016-04-08 2018-07-27
45. VENTAS INC COM   2016-12-22 2018-07-27
42. VENTAS INC COM   2016-12-22 2018-08-24
99. VENTAS INC COM   2016-12-22 2018-12-13
7. VENTAS INC COM   2016-12-22 2018-12-14
955. VANGUARD S&P 500 ETF   2016-12-21 2018-06-26
1375. VANGUARD S&P 500 ETF   2016-06-24 2018-06-26
7. VISA INC CL A COM   2015-05-11 2018-02-15
42. WEC ENERGY GROUP INC COM   2016-04-08 2018-07-13
30. WEC ENERGY GROUP INC COM   2016-04-08 2018-07-16
92. WILDHORSE RESOURCE DEV CORP COM   2018-09-25 2018-11-15
6. WILDHORSE RESOURCE DEV CORP COM   2018-09-25 2018-11-16
22. WILDHORSE RESOURCE DEV CORP COM   2018-09-24 2018-11-16
1. WOLVERINE WORLD WIDE INC COM   2014-11-14 2018-09-06
94. TENCENT HOLDINGS LTD COM   2015-12-11 2018-02-06
22. TENCENT HOLDINGS LTD COM   2015-12-11 2018-03-27
.3 ARGO GROUP INTL HLDGS LTD COM   2014-11-14 2018-03-08
.332 DELPHI TECHNOLOGIES PLC COM   2016-01-12 2018-01-19
3.001 DELPHI TECHNOLOGIES PLC COM   2016-01-12 2018-02-05
2.333 DELPHI TECHNOLOGIES PLC COM   2016-04-15 2018-02-05
4.667 DELPHI TECHNOLOGIES PLC COM   2016-04-15 2018-02-05
16. DELPHI TECHNOLOGIES PLC COM   2016-01-11 2018-02-05
4.999 DELPHI TECHNOLOGIES PLC COM   2016-01-08 2018-02-05
3. DELPHI TECHNOLOGIES PLC COM   2016-01-08 2018-02-06
14.001 DELPHI TECHNOLOGIES PLC COM   2016-01-08 2018-02-06
10.333 DELPHI TECHNOLOGIES PLC COM   2016-01-22 2018-02-06
.333 DELPHI TECHNOLOGIES PLC COM   2016-01-25 2018-02-06
3.333 DELPHI TECHNOLOGIES PLC COM   2016-01-25 2018-02-06
6. MEDTRONIC PLC COM   2015-01-26 2018-02-15
64. MOBILEYE NV COM   2015-11-20 2018-06-12
45. MOBILEYE NV COM   2015-12-02 2018-06-12
29. MOBILEYE NV COM   2015-12-03 2018-06-12
29. MOBILEYE NV COM   2015-09-29 2018-06-12
49. MOBILEYE NV COM   2015-09-25 2018-06-12
28. MOBILEYE NV COM   2015-09-28 2018-06-12
5. LYONDELLBASELL INDUSTRIES NV CL A COM   2015-05-11 2018-02-15
6. NXP SEMICONDUCTORS NV COM   2015-05-11 2018-02-15
4. ROYAL CARIBBEAN CRUISES LTD   2015-11-30 2018-02-15
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 4,840   4,910 -70
b 1,735   1,373 362
c 2,343   3,150 -807
d 231   309 -78
e 4,478   5,897 -1,419
2,390   3,100 -710
322   277 45
690   591 99
548   355 193
335   213 122
776   503 273
12,485   10,671 1,814
635   514 121
559   261 298
1,091   573 518
1,478   1,739 -261
317   334 -17
155   167 -12
4,537   5,408 -871
36   27 9
238   218 20
173   72 101
52   33 19
68   37 31
540   369 171
628   578 50
1,099   964 135
628   535 93
24   16 8
67   75 -8
3,337   4,055 -718
2,473   2,449 24
1,176   1,709 -533
3,372   4,878 -1,506
3,529   5,046 -1,517
470   673 -203
55   50 5
573   372 201
77   73 4
42   28 14
118   69 49
385   233 152
815   492 323
1,631   984 647
2,528   2,844 -316
4,916   5,071 -155
1,171   1,118 53
1,639   1,565 74
702   661 41
1,686   1,578 108
983   911 72
92   63 29
3,171   3,292 -121
2,219   2,147 72
9,723   8,423 1,300
7,715   5,269 2,446
95,169   100,000 -4,831
666,180   700,000 -33,820
95,780   100,000 -4,220
539   485 54
108   95 13
41   40 1
664   646 18
3,237   2,518 719
628   1,096 -468
4,158   6,155 -1,997
2,220   3,252 -1,032
555   812 -257
52   50 2
2,080   2,306 -226
174   138 36
1,244   1,004 240
1,718   1,643 75
509   517 -8
2,806   2,829 -23
1,532   1,491 41
4,614   4,441 173
73   67 6
922   800 122
457   400 57
137   74 63
531   296 235
8,954   10,270 -1,316
1,145   489 656
4,518   1,869 2,649
180   81 99
8,093   4,128 3,965
3,091   2,770 321
3,091   1,303 1,788
3,716   1,466 2,250
2,477   947 1,530
14,455   6,946 7,509
12,812   5,784 7,028
31   29 2
32   19 13
27   17 10
49   38 11
15   16 -1
19   13 6
19   13 6
302   190 112
23   25 -2
79   86 -7
75   80 -5
93   86 7
71   66 5
11   8 3
11   10 1
268   223 45
9,163   8,744 419
2,782   2,538 244
1,880   781 1,099
2,707   1,116 1,591
2,803   1,116 1,687
47   50 -3
4,435   6,998 -2,563
4,529   6,866 -2,337
818   1,223 -405
8,901   12,998 -4,097
540,231   698,235 -158,004
86   58 28
4,890   4,104 786
1,183   1,026 157
2,936   2,604 332
1,848   1,578 270
554   470 84
2,962   2,586 376
61   49 12
740   535 205
768   514 254
17   14 3
49   39 10
1,094   851 243
521   358 163
44   57 -13
1,228   2,893 -1,665
668   583 85
562   318 244
1,450   795 655
193   103 90
588   924 -336
5,920   9,220 -3,300
1,632   2,023 -391
174   216 -42
53   76 -23
23   20 3
64   32 32
10   8 2
100   63 37
182   129 53
1,274   899 375
910   521 389
725   417 308
1,449   809 640
599   585 14
42   52 -10
3,867   5,426 -1,559
3,990   5,500 -1,510
737   999 -262
8,257   10,416 -2,159
4,788   5,964 -1,176
871   469 402
2,788   1,481 1,307
1,500   1,378 122
1,339   974 365
2,583   1,871 712
1,534   974 560
4,889   3,118 1,771
122   74 48
709   443 266
1,153   909 244
434   363 71
869   693 176
861   736 125
7,862   7,916 -54
4,888   3,240 1,648
5,164   2,986 2,178
66   77 -11
362   361 1
7,680   7,117 563
896   842 54
6,656   6,091 565
896   836 60
4,224   3,770 454
3,968   3,317 651
12,672   10,625 2,047
1,024   785 239
34   35 -1
4,235   1,903 2,332
750   567 183
1,837   1,610 227
4,057   2,734 1,323
5,741   3,560 2,181
4,357   2,236 2,121
3,494   1,715 1,779
712   472 240
61   52 9
91   58 33
958   562 396
132   82 50
641   694 -53
1,655   1,516 139
4,551   3,615 936
3,310   2,526 784
2,276   1,681 595
443   386 57
1,330   1,398 -68
1,534   1,608 -74
8,899   9,287 -388
102   106 -4
7,857   9,579 -1,722
2,972   3,630 -658
2,972   3,292 -320
5,908   6,768 -860
1,383   851 532
881   580 301
468   321 147
81   53 28
3,693   5,225 -1,532
3,110   3,449 -339
173   153 20
865   557 308
865   549 316
436   297 139
46   41 5
60   68 -8
205   231 -26
194   215 -21
240   232 8
212   204 8
13   18 -5
20   26 -6
40   36 4
40   34 6
681   531 150
1,210   544 666
335   155 180
670   239 431
811   299 512
324   120 204
900   359 541
185   164 21
598   503 95
18   23 -5
422   540 -118
1,371   530 841
42   43 -1
898   657 241
65   26 39
625   264 361
82   62 20
80   82 -2
820   677 143
205   169 36
410   338 72
43   43  
37   32 5
910   472 438
2,483   967 1,516
1,645   1,446 199
629   390 239
33   32 1
58   48 10
76   59 17
666   539 127
30   18 12
39   35 4
3,816   4,829 -1,013
3,278   3,574 -296
885   1,003 -118
2,488   2,727 -239
2,462   2,545 -83
6,187   5,999 188
435   424 11
239,358   199,552 39,806
344,626   258,889 85,737
852   486 366
2,734   2,485 249
1,948   1,775 173
2,076   2,175 -99
136   142 -6
497   497  
39   27 12
5,003   1,830 3,173
1,219   428 791
17   12 5
20   13 7
157   117 40
122   90 32
245   180 65
838   605 233
262   187 75
160   112 48
730   522 208
539   341 198
17   11 6
174   109 65
496   454 42
3,091   2,857 234
2,174   1,994 180
1,401   1,283 118
1,401   1,278 123
2,367   2,145 222
1,352   1,209 143
552   521 31
702   626 76
527   371 156
      153,973
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       -70
b       362
c       -807
d       -78
e       -1,419
      -710
      45
      99
      193
      122
      273
      1,814
      121
      298
      518
      -261
      -17
      -12
      -871
      9
      20
      101
      19
      31
      171
      50
      135
      93
      8
      -8
      -718
      24
      -533
      -1,506
      -1,517
      -203
      5
      201
      4
      14
      49
      152
      323
      647
      -316
      -155
      53
      74
      41
      108
      72
      29
      -121
      72
      1,300
      2,446
      -4,831
      -33,820
      -4,220
      54
      13
      1
      18
      719
      -468
      -1,997
      -1,032
      -257
      2
      -226
      36
      240
      75
      -8
      -23
      41
      173
      6
      122
      57
      63
      235
      -1,316
      656
      2,649
      99
      3,965
      321
      1,788
      2,250
      1,530
      7,509
      7,028
      2
      13
      10
      11
      -1
      6
      6
      112
      -2
      -7
      -5
      7
      5
      3
      1
      45
      419
      244
      1,099
      1,591
      1,687
      -3
      -2,563
      -2,337
      -405
      -4,097
      -158,004
      28
      786
      157
      332
      270
      84
      376
      12
      205
      254
      3
      10
      243
      163
      -13
      -1,665
      85
      244
      655
      90
      -336
      -3,300
      -391
      -42
      -23
      3
      32
      2
      37
      53
      375
      389
      308
      640
      14
      -10
      -1,559
      -1,510
      -262
      -2,159
      -1,176
      402
      1,307
      122
      365
      712
      560
      1,771
      48
      266
      244
      71
      176
      125
      -54
      1,648
      2,178
      -11
      1
      563
      54
      565
      60
      454
      651
      2,047
      239
      -1
      2,332
      183
      227
      1,323
      2,181
      2,121
      1,779
      240
      9
      33
      396
      50
      -53
      139
      936
      784
      595
      57
      -68
      -74
      -388
      -4
      -1,722
      -658
      -320
      -860
      532
      301
      147
      28
      -1,532
      -339
      20
      308
      316
      139
      5
      -8
      -26
      -21
      8
      8
      -5
      -6
      4
      6
      150
      666
      180
      431
      512
      204
      541
      21
      95
      -5
      -118
      841
      -1
      241
      39
      361
      20
      -2
      143
      36
      72
       
      5
      438
      1,516
      199
      239
      1
      10
      17
      127
      12
      4
      -1,013
      -296
      -118
      -239
      -83
      188
      11
      39,806
      85,737
      366
      249
      173
      -99
      -6
       
      12
      3,173
      791
      5
      7
      40
      32
      65
      233
      75
      48
      208
      198
      6
      65
      42
      234
      180
      118
      123
      222
      143
      31
      76
      156
       
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 2 129,085
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 104,869 10,356,950 0.010125
2016 376,924 8,556,747 0.04405
2015 544,911 8,719,632 0.062492
2014 193,263 5,413,857 0.035698
2013 104,766 2,168,682 0.048309
2
Total of line 1, column (d) .....................
2
0.200674
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
0.040135
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
11,718,978
5
Multiply line 4 by line 3......................
5
470,341
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,213
7
Add lines 5 and 6........................
7
473,554
8
Enter qualifying distributions from Part XII, line 4,.............
8
279,545
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 6,425
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 6,425
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 6,425
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 9,228
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 9,228
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,803
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,803 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)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet://garybutlerfamilyfoundation.org/
    14
    The books are in care ofbulletUS TRUST FIDUCIARY TAX SERVICES Telephone no.bullet (888) 866-3275

    Located atbulletPO BOX 1802PROVIDENCERI ZIP+4bullet029011802
    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
    BANK OF AMERICA N A TRUSTEE
    1     		50,207    
    208 HARRISTOWN RD
    GLEN ROCK,NJ07452
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    11,585,613
    b
    Average of monthly cash balances.......................
    1b
    311,827
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,897,440
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    11,897,440
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    178,462
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,718,978
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    585,949
    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
    585,949
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,425
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,425
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    579,524
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    579,524
    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
    579,524
    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
    279,545
    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
    279,545
    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
    279,545
    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 7 579,524
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 233,793
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 279,545
    a Applied to 2017, but not more than line 2a 233,793
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 45,752
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		533,772
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CO BANK OF AMERICA
    SEE ATTACHED SCHEDULE
    PO BOX 1802
    PROVIDENCE,RI029011802     		N/A PC UNRESTRICTED GENERAL 258,080
    Total .................................bullet 3a 258,080
    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 ...........     		         
    4 Dividends and interest from securities....     14 210,617  
    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 ............     		    18 129,085  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    1 22,773  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   362,475  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    362,475
    (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
    TUA THE BUTLER FAMILY FOUNDATION
     
    Employer identification number

    56-6547924
    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
    TUA THE BUTLER FAMILY FOUNDATION
          		Employer identification number
    56-6547924
    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
    GARY C BUTLER  
    C/O BANK OF AMERICA NA
    PO BOX 1802
    PROVIDENCE, RI029011802

    		$ 996,443


    (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
    TUA THE BUTLER FAMILY FOUNDATION
          		Employer identification number

    56-6547924
    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
    1
    		 7803 SHS ADP INC $ 996,443 2018-12-27
    (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
    TUA THE BUTLER FAMILY FOUNDATION
          		Employer identification number

    56-6547924
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    TUA THE BUTLER FAMILY FOUNDATION
    EIN:
    56-6547924
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE - BOA 1,250 750   500

    TY 2018 GeneralExplanationAttachment
    Name:
    TUA THE BUTLER FAMILY FOUNDATION
    EIN:
    56-6547924
    Identifier Return Reference Explanation
    FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    TUA THE BUTLER FAMILY FOUNDATION
    EIN:
    56-6547924
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED STATEMENT 8,462,029 10,801,579

    TY 2018 OtherDecreasesSchedule
    Name:
    TUA THE BUTLER FAMILY FOUNDATION
    EIN:
    56-6547924
    Description Amount
    ADJUST FMV TO TAX COST 919,414
    ADJUST CARRYING VALUE 3,921


    TY 2018 OtherIncomeSchedule2
    Name:
    TUA THE BUTLER FAMILY FOUNDATION
    EIN:
    56-6547924
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 22,773 22,773  


    TY 2018 OtherIncreasesSchedule
    Name:
    TUA THE BUTLER FAMILY FOUNDATION
    EIN:
    56-6547924
    Description Amount
    INCOME ADJUSTMENT 1,999
    SALES ADJUSTMENT 1,817


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    TUA THE BUTLER FAMILY FOUNDATION
    EIN:
    56-6547924
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 4,323 4,323    


    TY 2018 TaxesSchedule
    Name:
    TUA THE BUTLER FAMILY FOUNDATION
    EIN:
    56-6547924
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 807 807   0
    EXCISE TAX ESTIMATES 9,000 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,523 1,523   0
    FOREIGN TAXES ON NONQUALIFIED 931 931   0