Form990-PF
Click to see list of attachments

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
THE PAGE & OTTO MARX JR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1983 MARCUS AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAKE SUCCESS, NY11042
A Employer identification number

13-3200783
B Telephone number (see instructions)

(516) 775-3000
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$18,897,767J 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 111,687 104,187  
4 Dividends and interest from securities... 409,739 409,739  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 631,812
b Gross sales price for all assets on line 6a 2,403,407
7 Capital gain net income (from Part IV, line 2)... 631,812
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,153,238 1,145,738  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,500 3,750   3,750
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 43,200 14,400   28,800
c Other professional fees (attach schedule).... Click to see attachment 143,184 47,728   95,456
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,855 618   1,237
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 11,015 3,671   7,344
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 206,754 70,167   136,587
25 Contributions, gifts, grants paid....... 836,750 836,750
26 Total expenses and disbursements. Add lines 24 and 25 1,043,504 70,167   973,337
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 109,734
b Net investment income (if negative, enter -0-) 1,075,571
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 28,506 14,017 14,017
2 Savings and temporary cash investments......... 341,424 64,386 64,386
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 248,570 248,570 249,068
b Investments—corporate stock (attach schedule)....... 11,904,732 12,283,132 15,718,090
c Investments—corporate bonds (attach schedule)....... 3,033,981 3,033,981 2,852,206
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,557,215 15,644,086 18,897,767
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........ 15,557,215 15,644,086
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)..... 15,557,215 15,644,086
31 Total liabilities and net assets/fund balances (see instructions). 15,557,215 15,644,086
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
15,557,215
2
Enter amount from Part I, line 27a .....................
2
109,734
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,492
4
Add lines 1, 2, and 3 ..........................
4
15,671,441
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
27,355
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
15,644,086
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 2721.3 Dentsply Sirona P 2015-12-15 2018-01-10
b 543.7 Dentsply Sirona P 2015-12-29 2018-01-10
c 300 Facebook P 2015-05-27 2018-03-20
d 550 Facebook P 2016-12-01 2018-03-20
e 300 The Trade Desk P 2017-02-28 2018-05-15
400 The Trade Desk P 2017-02-28 2018-06-27
1000 The Trade Desk P 2017-02-28 2018-06-27
1575 Vanguard P 2013-12-18 2018-07-03
650 The Trade Desk P 2017-02-28 2018-09-06
170 Garrett Motion Inc. P 2016-12-20 2018-10-03
5500 US Bank Corp P 2012-01-17 2018-10-17
2500 Delta Airlines P 2015-12-23 2018-10-25
1100 Delta Airlines P 2015-12-23 2018-10-25
400 Delta Airlines P 2016-05-03 2018-10-25
540 The Trade Desk P 2017-02-28 2018-10-25
535 The Trade Desk P 2017-02-28 2018-10-26
0.3333 Resideo Technologies P 2016-12-20 2018-10-29
283 Resideo Technologies P 2016-12-20 2018-11-06
1600 Chubb LTD P 2016-06-15 2018-11-07
7500 Bank of America P 2016-12-05 2018-11-12
305K Treasury Obligation MMF P 2000-01-01 2018-12-11
65K Treasury Obligation MMF P 2000-01-01 2018-12-20
(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 172,350   161,365 10,985
b 34,435   33,443 992
c 49,573   24,048 25,525
d 90,883   63,322 27,561
e 23,952   11,678 12,274
36,284   15,570 20,714
90,710   35,503 55,207
394,834   258,128 136,706
89,676   23,077 66,599
2,847   2,161 686
288,838   161,765 127,073
134,506   129,523 4,983
59,183   57,205 1,978
21,521   17,192 4,329
62,145   19,171 42,974
58,575   18,994 39,581
7     7
6,828   5,785 1,043
208,457   199,803 8,654
207,803   163,862 43,941
305,000   305,000  
65,000   65,000  
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       10,985
b       992
c       25,525
d       27,561
e       12,274
      20,714
      55,207
      136,706
      66,599
      686
      127,073
      4,983
      1,978
      4,329
      42,974
      39,581
      7
      1,043
      8,654
      43,941
       
       
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 2 631,812
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 989,533 19,154,314 0.05166
2016 974,709 18,213,723 0.05352
2015 932,301 19,265,943 0.04839
2014 874,688 19,644,768 0.04453
2013 868,021 18,467,404 0.04700
2
Total of line 1, column (d) .....................
2
0.245095
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
0.049019
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
19,865,184
5
Multiply line 4 by line 3......................
5
973,771
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
10,756
7
Add lines 5 and 6........................
7
984,527
8
Enter qualifying distributions from Part XII, line 4,.............
8
973,337
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 21,511
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 21,511
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 21,511
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 8,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 13,511
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 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE PAGE & OTTO MARX JR FOUNDA Telephone no.bullet (516) 775-3000

    Located atbullet1983 MARCUS AVENUE STE 137LAKE SUCCESSNY ZIP+4bullet11042
    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
     
    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 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
     
    No
    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
     
    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
     
    No
    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
    JILL LEVY President
    2.00     		2,000    
    1983 Marcus Avenue Ste 137
    Lake Success,NY11042
    HELEN O WESTCOTT Director
    1.00     		1,500    
    1983 Marcus Avenue Ste 137
    Lake Success,NY11042
    ALEXANDER T WESTCOTT Director
    1.00     		2,000    
    1983 Marcus Avenue Ste 137
    Lake Success,NY11042
    ALLAN M LEVY Director
    1.00     		2,000    
    1983 MARCUS AVE STE 137
    LAKE SUCCESS,NY11042
    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  
    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
    WILLIAMS JONES & ASSOCIATES LL INVESTMENT ADVISORY 109,584
    717 FIFTH AVE FL 11
    NEW YORK,NY10022
    MICHAEL C ALLEN & CO CPAS PLLC ACCOUNTING & ADMIN 43,200
    1983 Marcus Avenue Ste 137
    Lake Success,NY11042
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    19,562,266
    b
    Average of monthly cash balances.......................
    1b
    605,434
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,167,700
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    20,167,700
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    302,516
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,865,184
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    993,259
    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
    993,259
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    21,511
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    21,511
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    971,748
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    971,748
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    971,748
    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
    973,337
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    973,337
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    973,337
    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 7 971,748
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 810,934
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 973,337
    a Applied to 2017, but not more than line 2a 810,934
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 162,403
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		809,345
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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
    ALZHEIMERS ASSOCIATION
    225 N MICHIGAN AVE
    CHICAGO,IL60601     		N/A PC FOR RESEARCH 20,000
    ART START
    526 WEST 26TH ST SUITE 501
    NEW YORK,NY10001     		N/A PC FOR BETTERMENT OF UNDERSERVED YOUTH 3,000
    BOSTON COLLEGE FUND CLUB HOCKEY TEAM
    140 COMMONWEALTH AVE
    CHESTNUT HILL,MA02167     		N/A PC FOR EDUCATION 2,250
    BLACK GIRLS CODE
    2323 BROADWAY
    OAKLAND,CA94612     		N/A PC TO MAKE PROGRAMMING AND TECHNOLOGY ACCESSIBLE TO A NEW GENERATION 10,000
    CAMPHILL SPECIAL SCHOOLS
    1784 FAIRVIEW RD
    GLENMOORE,PA19343     		N/A PC FOR EDUCATION AND SUPPORT OF SPECIAL NEEDS CHILDREN 50,000
    CHAPIN SCHOOL
    4101 PRINCETON PIKE
    PRINCETON,NJ08542     		N/A PC FOR EDUCATION AND SUPPORT OF YOUNG WOMEN 20,000
    CHILD CANCER FUND
    4720 SALISBURY ROAD
    JACKSONVILLE,FL32256     		N/A PC FOR SUPPORT OF FAMILIES FIGHTING CHILDHOOD CANCER 10,000
    CITY HARVEST
    6 EAST 32ND ST 5TH FL
    NEW YORK,NY10016     		N/A PC FOR FOOD RESCUE PROGRAM 10,000
    COMMUNITY VOICES HEARD
    115 EAST 106TH ST 3RD FL
    NEW YORK,NY10029     		N/A PC TO SUPPORT SOCIAL, ECONOMIC AND RACIAL JUSTICE FOR WOMEN AND LOW-INCOME FAMILIES IN NEW YORK STATE 10,000
    DUNN SCHOOL
    2555 WEST HIGHWAY 154 PO BOX 98
    LOS OLIVOS,CA93441     		N/A PC FOR EDUCATION OF THE WHOLE STUDENT TO THEIR FULLEST POTENTIAL 20,000
    EXPONENT PHILANTHROPY
    7120 N STREET NW
    WASHINGTON,DC20077     		N/A PC TO EMPOWER PHILANTHROPISTS TO LEVERAGE THEIR RESOURCES AND AMPLIFY THEIR IMPACT 1,750
    FOOD BANK NYC
    39 BROADWAY
    NEW YORK,NY10006     		N/A PC TO END HUNGER BY ORGANIZING FOOD, INFORMATION AND SUPPORT FOR COMMUNITY SURVIVAL, EMPOWERMENT AND DIGNITY. 1,500
    GODS LOVE WE DELIVER
    166 AVENUE OF THE AMERICAS
    NEW YORK,NY10013     		N/A PC TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE WITH SERIOUS ILLNESSES BY ALLEVIATING HUNGER. 1,500
    HILLSIDE FOOD OUTREACH
    404 IRVINGTON STREET
    PLEASANTVILLE,NY10570     		N/A PC TO END HUNGER AMONG VULNERABLE PEOPLE 7,250
    HUNTER COLLEGE FOUNDATION
    695 PAARK AVENUE ROOM E1306
    NEW YORK,NY10065     		N/A PC FOR EDUCATION AND DEVELOPMENT OF STUDENTS 2,500
    LIFE NEEDS CO-OP
    250 NORTH PLAIN RD
    GREAT BARRINGTON,MA01230     		N/A PC TO SUPPORT INITIATIVES AIMED AT THE ENVIRONMENT, AND ESPECIALLY THOSE ENGAGING YOUTH AND FURTHERING EDUCATION 32,500
    LOYOLA UNIVERSITY MARYLAND
    4501 NORTH CHARLES STREET
    BALTIMORE,MD21210     		N/A PC FOR EDUCATION IN THE JESUIT, CATHOLIC TRADITION 2,250
    MASS GENERAL HOSPITAL FTD UNIT
    125 NASHYA STREET SUITE 540
    BOSTON,MA02114     		N/A PC FOR RESEARCH OF ALL FORMS OF FRONTOTEMPORAL DISORDERS AND RELATED FOCAL DEMENTIA SYNDROMES 2,500
    METROPOLITAN OPERA PATRON PROGRAM
    LINCOLN CENTER
    NEW YORK,NY10023     		N/A PC TO SUPPORT PERFORMING ARTS 30,000
    MMRF
    382 MAIN ST 5TH FL
    NORWALK,CT06851     		N/A PC FOR RESEARCH OF MULTIPLE MYELOMA 35,000
    NATURAL HERITAGE TRUST
    625 BORADWAY
    ALBANY,NY12207     		N/A PC TO FURTHER PUBLIC PROGRAMS FOR PARKS, RECREATION, CULTURAL, LAND AND WATER CONSERVATION AND HISTORIC PRESERVATION OF THE STATE OF NEW YORK 14,500
    NEW GRANGE SCHOOL
    407 NASSAU ST AT CEDAR LANE
    PRINCETON,NJ08540     		N/A PC FOR THE EDUCATION AND DEVELOPMENT OF SPECIAL NEEDS CHILDREN 20,000
    NEW JERSEY SEEDS CENTER
    494 BROAD STREET SUITE 105
    NEWARK,NJ07102     		N/A PC FOR EDUCATION AND DEVELOPMENT OF CHILDREN 10,000
    NORTHWELL HEALTH FOUNDATION
    2000 MARCUS AVENUE
    NEW HYDE PARK,NY11042     		N/A PC FOR MEDICAL RESEARCH 45,000
    PACE UNIVERSITY
    1 PACE PLAZA
    NEW YORK,NY10038     		N/A PC GIFT TO EDUCATION 2,500
    PRINCETON DAY SCHOOL
    PO BOX 75 THE GREAT ROAD
    PRINCETON,NJ08542     		N/A PC FOR INTELLECTUAL AND MORAL DEVELOPMENT OF STUDENTS 10,000
    PRINCETON JUNIOR SCHOOL
    90 FACKLER ROAD
    LAWRENCEVILLE,NJ08648     		N/A PC FOR INTELLECTUAL AND MORAL DEVELOPMENT OF STUDENTS 20,000
    SOLEBURY SCHOOL
    6832 PHILLIPS MILL ROAD
    NEW HOPE,PA18938     		N/A PC FOR INTELLECTUAL AND MORAL DEVELOPMENT OF STUDENTS 66,000
    ST JOHN'S EPISCOPAL CHURCH
    8 SUNNYSIDE AVE
    PLEASANTVILLE,NY10570     		N/A PC FOR RELIGIOUS EDUCATION AND DEVELOPMENT 10,000
    THE ARNOLD P GOLD FOUNDATION
    619 PALISADE AVENUE
    ENGLEWOOD CLIFFS,NJ07632     		N/A PC TO SUPPORT COMPASSIONATE, COLLABORATIVE AND SCIENTIFICALLY EXCELLENT HEALTH CARE 20,000
    THE CHEWONKI FOUNDATION
    485 CHEWONKI NECK ROAD
    WISCASSET,ME04578     		N/A PC TO INSPIRE TRANSFORMATIVE GROWTH, TEACH APPRECIATION OF THE NATURAL WORLD, AND CHALLENGE PEOPLE TO BUILD THRIVING, SUSTAINABLE COMMUNITIES 10,000
    THE ELEPHANT SANCTUARY
    27 E MAIN ST
    HOHENWALD,TN38462     		N/A PC TO PROVIDE A NATURAL HABITAT FOR CAPTIVE ASIAN AND AFRICAN ELEPHANTS 4,500
    THE HOPE FOR YOUTH FOUNDATION
    PO BOX 8
    BUCHANAN,NY10511     		N/A PC TO SUPPORT ILL, DISABLED, AND DISADVANTAGED CHILDREN 7,250
    THE LUNG TRANSPLANT FOUNDATION
    1249 KILDAIRE FARM ROAD SUITE 323
    CARY,NC27511     		N/A PC TO IMPROVE THE LIVES OF LUNG TRANSPLANT PATIENTS AND FAMILIES 14,500
    THE NASHVILLE ZOO
    3777 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		N/A PC TO INSPIRE A CULTURE OF UNDERSTANDING AND DICOVERY OF OUR NATURAL WORLD THROUGH CONSERVATION, INNOVATION AND LEADERSHIP 10,000
    THE PENNINGTON SCHOOL
    112 W DELAWARE AVE
    PENNINGTON,NJ08534     		N/A PC SCHOLARSHIP 120,000
    THE TRENTON CHILDREN'S CHORUS
    NASS PRES CHURCH 61 NASSAU ST
    PRINCETON,NJ08542     		N/A PC TO EMPOWER THE ACADEMIC, SOCIAL AND SPIRITUAL LIVES OF CHILDREN THROUGH ARTISTRY IN MUSIC 20,000
    TRENTON COMMUNITY MUSIC SCHOOL
    PO BOX 5206
    TRENTON,NJ08638     		N/A PC TO DEVELOP AWARENESS, CONFIDENCE, CONNECTIVITY, EXPRESSIVENESS AND OPEN MINDNESS OF CHILDREN THROUGH MUSICAL INSTRUMENTS 5,000
    UNIVERSITY COMMUNITY SOCIAL SERVICE
    137 EAST 2ND ST
    NEW YORK,NY10003     		N/A PC SOUP KITCHEN AND SOCIAL SERVICES 12,500
    VERNON AVENUE PROJECT
    442 LORIMER STREET SUITE D309
    BROOKLYN,NY11206     		N/A PC TO EDUCATE THE NEXT GENERATION OF ENTREPRENEURS IN BROOKLYN 5,000
    WARE EPISCOPAL CHURCH
    PO BOX 616
    GLOUCHESTER,VA23061     		N/A PC FOR RELIGIOUS EDUCATION AND DEVELOPMENT 2,500
    WNET CHANNEL 13
    825 EIGHTH AVENUE
    NEW YORK,NY10019     		N/A PC TO INFORM, ENLIGHTEN, ENTERTAIN AND INSPIRE THE PUBLIC THROUGH THE POWER OF TELEVISION AND ELECTRONIC MEDIA 40,000
    YOUNG SCHOLARS INSTITUTE
    349 WEST STATE ST
    TRENTON,NJ08618     		N/A PC TO PROVIDE REMEDIAL, SUPPLEMENTAL AND ENRICHMENT PROGRAMS FOR STUDENTS IN TRENTON, NJ 5,000
    ALL FLORIDA JUNIOR RODEO ASSOCIATIO
    1475 NE 7TH AVE
    CITRA,FL32113     		N/A PC CHILDRENS HEALTH 2,000
    BRONX HIGH SCHOOL OF SCIENCE ALUMNI
    75 WEST 205 STREET
    BRONX,NY10468     		N/A PC SCHOOL 2,500
    CITY MEALS ON WHEELS
    355 LEXINGTON AVENUE
    NEW YORK,NY10017     		  PC FEEDING ELDERLY 1,500
    FUND OF THE CITY OF NY
    121 AVENUE OF THE AMERICAS 6TH FL
    NEW YORK,NY10013     		N/A PC IMPROVE LIFE OF NEW YORKERS 5,000
    NEW YORK PUBLIC RADIO
    160 VARICK STREET
    NEW YORK,NY10013     		N/A PC RADIO PRODUCTION 20,000
    SOCIAL GOOD FUND
    12651 SAN PABLO AVE 5473
    RICHMOND,CA94805     		N/A PC FUND FOR SOCIAL GOOD 10,000
    STRINGS MUSIC FESTIVAL
    PO BOX 774627
    STEAMBOAT SPRINGS,CO80477     		N/A PC SUPPORT FOR ORCHESTRA 2,500
    ARTIST'S FELLOWSHIP INC
    47 FIFTH AVENUE
    NEW YORK,NY10003     		N/A PC SUPPORT OF ARTISTS 4,500
    THE FUND OF JOHN HOPKINS MEDICINE
    75 EAST PRATT STREET 17TH FL
    BALTIMORE,MD21202     		N/A PC SUPPORT FOR MEDICAL RESEARCH 25,000
    THE TRAGEDY ASISTANCE PROGRAM FOR S
    3033 WILSON BLVD THIRD FLOOR
    ARLINGTON,VA22201     		N/A PC SUPPORT FOR WAR SURVIVORS 2,500
    UNITED HOSPITAL FUND
    1411 BROADWAY 12TH FLOOR
    NEW YORK,NY10018     		  PC MEDICAL RESEARCH 15,000
    Total .................................bullet 3a 836,750
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 111,687  
    4 Dividends and interest from securities....     14 409,739  
    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 ............     		        631,812
    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)..   521,426 631,812
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,153,238
    (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: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE PAGE & OTTO MARX JR FOUNDATION
    EIN:
    13-3200783
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      43,200 14,400 0 28,800

    TY 2018 OtherDecreasesSchedule
    Name:
    THE PAGE & OTTO MARX JR FOUNDATION
    EIN:
    13-3200783
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Amount
    Federal income tax 10,575


    TY 2018 OtherExpensesSchedule
    Name:
    THE PAGE & OTTO MARX JR FOUNDATION
    EIN:
    13-3200783
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Charge 10 3   7
    Insurance Expesnes 1,392 464   928
    Postage & Delivery 13 4   9
    Rental Expenses 9,600 3,200   6,400


    TY 2018 OtherIncreasesSchedule
    Name:
    THE PAGE & OTTO MARX JR FOUNDATION
    EIN:
    13-3200783
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Amount
    Miscellaeous Income 82
    NON-DIVIDEND DISTRIBUTIONS 4,410


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE PAGE & OTTO MARX JR FOUNDATION
    EIN:
    13-3200783
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    adminisrative fees 33,600 11,200 0 22,400
    Investment Advisory Fees 109,584 36,528 0 73,056


    TY 2018 TaxesSchedule
    Name:
    THE PAGE & OTTO MARX JR FOUNDATION
    EIN:
    13-3200783
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign taxes withheld 1,105 368   737
    nys franchise 750 250   500