Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
JPMORGAN CHASE FOUNDATION OF NORTHWEST
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

72-6022876
B Telephone number (see instructions)

(800) 496-2583
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$2,920,137J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 51,304 50,742  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 69,348
b Gross sales price for all assets on line 6a 758,877
7 Capital gain net income (from Part IV, line 2)... 69,348
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 35,291 35,291  
12 Total. Add lines 1 through 11........ 155,943 155,381  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,067 21,040   14,027
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).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 17,757 1,168   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 10,339 10,339    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 63,163 32,547 0 14,027
25 Contributions, gifts, grants paid....... 133,700 133,700
26 Total expenses and disbursements. Add lines 24 and 25 196,863 32,547 0 147,727
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -40,920
b Net investment income (if negative, enter -0-) 122,834
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............. 47,551 17,577 17,577
2 Savings and temporary cash investments......... 113,925 53,151 53,151
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)....... 1,328,629 Click to see attachment1,371,292 1,487,187
c Investments—corporate bonds (attach schedule)....... 218,488 Click to see attachment292,745 291,514
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 168,677 Click to see attachment100,915 95,703
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment88,620 Click to see attachment88,620 Click to see attachment975,005
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,965,890 1,924,300 2,920,137
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........ 1,965,890 1,924,300
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)..... 1,965,890 1,924,300
31 Total liabilities and net assets/fund balances (see instructions). 1,965,890 1,924,300
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
1,965,890
2
Enter amount from Part I, line 27a .....................
2
-40,920
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,514
4
Add lines 1, 2, and 3 ..........................
4
1,928,484
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,184
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,924,300
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 582.462 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070   2015-04-24 2018-01-08
b 611.253 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070     2018-01-08
c 429.701 VANGUARD TOTAL BOND MARKET INDEX FUND-ADM   2017-06-26 2018-01-08
d 778.415 VANGUARD TOTAL BOND MARKET INDEX FUND-ADM   2016-10-20 2018-01-08
e 1164.105 PIMCO SHORT TERM FUND INSTL   2018-01-08 2018-02-08
4958.101 BLACKROCK HIGH YIELD PT-BLAC   2016-04-04 2018-02-13
500.002 MFS EMERGING MKTS DEBT FD R6   2017-06-26 2018-02-14
1399.504 MFS EMERGING MKTS DEBT FD R6   2016-07-20 2018-02-14
283. ISHARES MISCI EAFE INDEX FUND     2018-06-11
181. ISHARES MISCI EAFE INDEX FUND   2017-05-09 2018-06-11
197. ISHARES MISCI EAFE INDEX FUND   2017-06-26 2018-06-11
329.001 HARTFORD CAPITAL APPREC FD CL - F   2011-01-06 2018-07-03
442.454 VANGUARD TOTAL INTL BND-ADM   2017-04-10 2018-07-03
483.962 AQR LONG-SHORT EQUITY-R6   2017-08-07 2018-07-11
527.051 AQR MANAGED FUTURES STR-R6   2017-10-25 2018-07-11
1929.438 AQR MANAGED FUTURES STR-R6   2017-06-26 2018-07-11
876.339 CRM LONG/SHORT OPPORTUNITIES FUND   2017-08-07 2018-07-11
129.119 CRM LONG/SHORT OPPORTUNITIES FUND   2017-06-26 2018-07-11
590.24 NEUBERGER BERMAN MULTI CAP     2018-07-20
482.444 CAPITAL GR NON US EQUITY   2013-11-04 2018-08-14
76. SPDR TR UNIT SER 1   2018-01-10 2018-08-20
4049.889 DOUBLELINE TOTL RET BND-I     2018-08-29
287. VANGUARD BD INDEX FD INC   2018-06-11 2018-10-01
417.454 ARTISAN INTL VALUE FD-INS     2018-10-16
2293.111 CAPITAL GR NON US EQUITY   2013-11-04 2018-10-16
1307.862 DODGE & INTERNATIONAL STOCK FUND     2018-10-16
455.888 HARTFORD CAPITAL APPREC FD CL - F     2018-10-16
1131.137 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070     2018-10-16
599.486 NEUBERGER BERMAN MULTI CAP   2012-06-21 2018-10-16
2194.963 PIMCO SHORT TERM FUND INSTL     2018-10-16
140. HARTFORD CAPITAL APPREC FD CL - F   2012-07-19 2018-10-22
171.927 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070   2014-12-22 2018-10-22
173.15 JPM US L/C CORE PL FD - USD - R6 ISIN US48129C6030   2007-06-27 2018-10-22
399.73 PIMCO INVESTMENT GRADE CORPORATE BOND FUND   2018-08-29 2018-10-22
192.166 VANGUARD TOTAL INTL BND-ADM   2018-07-12 2018-10-22
1710.754 AQR LONG-SHORT EQUITY-R6     2018-11-13
1865.672 AMERICAN BEACON GLG TR-UTL   2017-08-07 2018-11-13
2541.038 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND     2018-11-13
695.887 GMO SGM MAJOR MARKETS FD-VI   2018-01-08 2018-11-13
4454.003 PGIM ABSOLUTE RETURN BOND FUND CLASS R6     2018-11-13
1725.614 CHILTON STRATEGIC EUROPEAN EQUITIES FD   2018-01-08 2018-11-30
1569.465 DODGE & COX INCOME FUND   2017-11-17 2018-12-13
333.398 CHILTON STRATEGIC EUROPEAN EQUITIES FD   2018-01-08 2018-12-24
141. VANGUARD BD INDEX FD INC     2018-12-28
129. VANGUARD BD INDEX FD INC     2018-12-28
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 13,437   11,282 2,155
b 14,102   12,997 1,105
c 4,606   4,658 -52
d 8,345   8,570 -225
e 11,513   11,490 23
38,029   35,500 2,529
7,345   7,500 -155
20,559   21,007 -448
20,060   19,001 1,059
12,828   11,755 1,073
13,962   12,922 1,040
12,999   11,616 1,383
9,690   9,601 89
6,156   6,887 -731
4,612   4,749 -137
16,883   17,500 -617
9,473   9,000 473
1,396   1,321 75
11,551   6,120 5,431
6,513   5,616 897
21,710   20,834 876
42,240   44,586 -2,346
22,337   22,407 -70
14,757   14,754 3
29,627   26,692 2,935
55,231   51,973 3,258
18,003   14,550 3,453
25,575   21,601 3,974
11,654   6,043 5,611
21,730   21,664 66
5,391   4,340 1,051
3,803   3,181 622
5,376   3,485 1,891
3,965   4,041 -76
4,178   4,210 -32
20,580   22,322 -1,742
20,056   20,000 56
21,828   22,104 -276
21,788   22,505 -717
43,649   43,845 -196
16,169   18,861 -2,692
20,921   21,690 -769
3,104   3,644 -540
11,064   11,025 39
10,123   10,080 43
      39,959
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,155
b       1,105
c       -52
d       -225
e       23
      2,529
      -155
      -448
      1,059
      1,073
      1,040
      1,383
      89
      -731
      -137
      -617
      473
      75
      5,431
      897
      876
      -2,346
      -70
      3
      2,935
      3,258
      3,453
      3,974
      5,611
      66
      1,051
      622
      1,891
      -76
      -32
      -1,742
      56
      -276
      -717
      -196
      -2,692
      -769
      -540
      39
      43
       
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 69,348
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 135,316 2,922,451 0.046302
2016 129,242 2,799,123 0.046172
2015 136,562 2,912,080 0.046895
2014 131,754 2,792,118 0.047188
2013 126,381 2,669,218 0.047348
2
Total of line 1, column (d) .....................
2
0.233905
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
0.046781
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
2,257,290
5
Multiply line 4 by line 3......................
5
105,598
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,228
7
Add lines 5 and 6........................
7
106,826
8
Enter qualifying distributions from Part XII, line 4,.............
8
147,727
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 1,228
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 1,228
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 1,228
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 8,804
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 8,804
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 7,576
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,228 RefundedBullet 11 6,348
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)
    bulletLA
    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  
    14
    The books are in care ofbulletJPMORGAN CHASE BANK NA Telephone no.bullet (800) 496-2583

    Located atbullet10 S DEARBORN IL1-0111CHICAGOIL ZIP+4bullet60603
    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
    JP MORGAN CHASE BANK NA TRUSTEE
    2     		35,067    
    10 S DEARBORN IL1-0111
    CHICAGO,IL60603
    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
    2,157,836
    b
    Average of monthly cash balances.......................
    1b
    55,092
    c
    Fair market value of all other assets (see instructions)................
    1c
    78,737
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,291,665
    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
    2,291,665
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    34,375
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,257,290
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    112,865
    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
    112,865
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,228
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,228
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    111,637
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    111,637
    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
    111,637
    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
    147,727
    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
    147,727
    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
    1,228
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    146,499
    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 7 111,637
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 122,393
    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$ 147,727
    a Applied to 2017, but not more than line 2a 122,393
    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..... 25,334
    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 ..........     		86,303
    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 e-mail address of the person to whom applications should be addressed:
    JPMORGAN CHASE BANK NA
    400 TEXAS ST FL 2
    SHREVEPORT,LA71101
    (318) 226-2382
    NONE@JPMORGAN.COM
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORM; INCLUDE ORGANIZATION'S TAX EXEMPTION DETERMINATION LETTER
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SUPPORTS ORGANIZATIONS IN NORTHWEST LOUISIANA AND SOUTHERN ARKANSAS
    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
    Career Compass of Louisiana
    17425 JEFFERSON HIGHWAY STE G
    Baton Rouge,LA70817     		NONE PC GENERAL 9,700
    Centenary College of Louisiana
    2911 CENTENARY BLVD
    Shreveport,LA71104     		NONE PC GENERAL 4,000
    Council on Alcoholism and Drug Abus
    2000 FAIRFIELD AVE
    Shreveport,LA71104     		NONE PC GENERAL 5,000
    Holy Angels Residential Facility
    10450 ELLERBE ROAD
    Shreveport,LA71106     		NONE PC GENERAL 5,000
    Strand Theatre of Shreveport
    PO BOX 1547
    Shreveport,LA71165     		NONE PC GENERAL 20,000
    Independence Bowl Foundation
    PO BOX 1723
    Shreveport,LA71166     		NONE PC GENERAL 3,000
    Red River Revel Arts Festival
    101 CROCKETT ST
    Shreveport,LA71101     		NONE PC GENERAL 20,000
    ARC of Caddo-Bossier Foundation
    351 JORDAN ST
    Shreveport,LA71101     		NONE PC GENERAL 2,500
    Shreveport Symphony Inc
    PO BOX 205
    Shreveport,LA71162     		NONE PC GENERAL 2,500
    SHREVEPORT OPERA
    212 TEXAS ST STE 101
    Shreveport,LA71101     		NONE PC GENERAL 10,000
    Louisiana State University Alumni A
    3838 WEST LAKESHORE DRIVE
    Baton Rouge,LA70808     		NONE PC GENERAL 2,000
    Food Bank-Northwest Louisiana
    2307 TEXAS AVE
    Shreveport,LA71103     		NONE PC GENERAL 15,000
    DRESS FOR SUCCESS
    SHREVEPORT BOSSIER
    520 OLIVE STREET
    SHREVEPORT,LA71104     		NONE PC GENERAL 5,000
    HOPE CONNECTIONS INC
    9650 ROCKVILLE PIKE
    Bethesda,MD20814     		NONE PC GENERAL 5,000
    VOLUNTEERS OF AMERICA
    OF NORTH LA
    360 JORDAN ST
    SHREVEPORT,LA71101     		NONE PC GENERAL 25,000
    Total .................................bullet 3a 133,700
    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 51,304  
    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 69,348  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aROYALTY INCOME     		    15 33,283  
    bOTHER INCOME     1 2,008  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   155,943  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    155,943
    (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

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    JPMORGAN CHASE FOUNDATION OF NORTHWEST
    EIN:
    72-6022876
    Name of Bond End of Year Book Value End of Year Fair Market Value
    91929687 BLACKROCK HIGH YIELD    
    258620103 DOUBLELINE TOTL RET    
    921937603 VANGUARD TOTAL BOND 85,800 85,771
    922031810 VANGUARD INTM TRM IN    
    55273E640 MFS EMERGING MKTS DE    
    64128K868 NEUBERGER BERMAN HI    
    091929687 BLACKROCK HIGH YIELD    
    256210105 DODGE & COX INCOME F    
    552746364 MFS EMERGING MKTS DE    
    92203J308 VANGUARD TOTAL INTL 83,667 83,239
    722005816 PIMCO INVESTMENT GRA 40,841 40,033
    921937827 VANGUARD SHORT-TERM 18,971 19,093
    54401E143 LORD ABBETT SHRT DUR 42,041 42,041
    83002G108 SIX CIRCLES ULTRA SH 21,425 21,337

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    JPMORGAN CHASE FOUNDATION OF NORTHWEST
    EIN:
    72-6022876
    Name of Stock End of Year Book Value End of Year Fair Market Value
    115233579 BROWN ADV JAPAN ALPH 18,990 12,411
    256206103 DODGE & COX INTL STO 36,040 39,065
    416649309 HARTFORD CAPITAL APP    
    464287465 ISHARES MSCI EAFE IN 155,582 153,768
    464287473 ISHARES RUSSELL MID-    
    00170K745 AMG TIMESSQUARE MID    
    04314H667 ARTISAN INTL VALUE F    
    14042Y601 CAPITAL GR NON US EQ 46,793 50,203
    46637K513 JPM GLBL RES ENH IND    
    4812A1142 JPM US EQ FD - L FUN    
    4812A2389 JPM US LARGE CAP COR    
    64122Q309 NEUBERGER BER MU/C O 50,752 80,256
    78462F103 SPDR S&P 500 ETF TRU 443,866 541,827
    04314H857 ARTISAN INTL VALUE F 41,620 47,786
    41664T719 HARTFORD CAPITAL APP 49,524 54,402
    46432F842 ISHARES CORE MSCI EA 105,528 91,465
    48129C207 JPMORGAN GL RES ENH 128,808 138,469
    48129C603 JPMORGAN US L/C CORE 37,768 48,352
    315911750 FIDELITY 500 INDEX F 60,189 57,886
    46434G822 ISHARES INC MSCI JAP 22,722 18,451
    46641Q696 JPMORGAN BETABUILDER 44,559 38,035
    83002G306 SIX CIRCLES U.S. UNC 85,701 76,885
    83002G405 SIX CIRCLES INTERNAT 42,850 37,926

    TY 2018 InvestmentsOtherSchedule2
    Name:
    JPMORGAN CHASE FOUNDATION OF NORTHWEST
    EIN:
    72-6022876
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    277923728 EATON VANCE GLOBAL M      
    00191K500 AQR LONG-SHORT EQUIT      
    12628J881 CRM LONG/SHORT OPPOR AT COST 20,388 18,861
    29446A819 EQUINOX CAMPBELL STR      
    74441J829 PRUDENTIAL ABS RET B      
    00191K609 AQR MANAGED FUTURES      
    024525172 AMERICAN BEACON GLG      
    74441J837 PRUDENTIAL ABS RET B      
    09257V508 BLACKSTONE ALT MULTI AT COST 42,041 40,658
    25264S833 DIAMOND HILL LONG/SH AT COST 17,466 15,434
    29446A710 EQUINOX FDS TR IPM S AT COST 21,020 20,750

    TY 2018 OtherAssetsSchedule
    Name:
    JPMORGAN CHASE FOUNDATION OF NORTHWEST
    EIN:
    72-6022876
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MINERAL ASSETS   0 78,704
    XXX-XX-XXXX 1/2 MI IN 38.5 ACRES 1 1 1
    XXX-XX-XXXX SEC 28 CLAIBORNE PH, 1 1 1
    XXX-XX-XXXX SEC 18 BIENVILLE PH, 1 1 1
    XXX-XX-XXXX SEC 18 BIENVILLE PH, 1 1 1
    XXX-XX-XXXX SEC 8 CADDO PH,LA 60 1 1 1
    XXX-XX-XXXX SEC 18 BIENVILLE PH, 1 1 1
    XXX-XX-XXXX SECS 1,11&12 DESOTO 1 1 1
    XXX-XX-XXXX SEC 4 ETC BIENVILLE 1 1 1
    XXX-XX-XXXX SEC 3 ETC BIENVILLE 1 1 1
    XXX-XX-XXXX SEC 1 ETC BIENVILLE 1 1 1
    XXX-XX-XXXX SEC 9 BIENVILLE LA 2 1 1 1
    XXX-XX-XXXX SEC 11 BIENVILLE PH 1 1 1
    XXX-XX-XXXX SEC 17 BIENVILLE PH 1 1 1
    XXX-XX-XXXX SEC 16&22 BIEVILLE P 1 1 1
    XXX-XX-XXXX SEC 5 + BIENVILLE PH 1 1 1
    XXX-XX-XXXX SEC 3 BIENVILLE PH L 1 1 1
    XXX-XX-XXXX SEC 10 + BIENVILLE P 1 1 1
    XXX-XX-XXXX SEC 5,8&9 BIENVILLE 1 1 1
    XXX-XX-XXXX SEC 7 ETC BIENVILLE 1 1 1
    XXX-XX-XXXX SEC 1 BIENVILLE PH L 1 1 1
    XXX-XX-XXXX SEC 1 BIENVILLE PH L 1 1 1
    XXX-XX-XXXX SEC 1 BIENVILLE PH L 1 1 1
    XXX-XX-XXXX SEC 2 BIENVILLE PH L 1 1 1
    XXX-XX-XXXX SEC 33 BIENVILLE PH 1 1 1
    XXX-XX-XXXX SEC 25ETC BIENVILLE 1 1 1
    XXX-XX-XXXX SEC 35 BIENVILLE PH 1 1 1
    XXX-XX-XXXX SEC 22 CLAIBORNE PH 1 1 1
    XXX-XX-XXXX SEC 14 SABINE PH LA 1 1 1
    XXX-XX-XXXX SEC 8 BIENVILLE PH L 1 1 1
    XXX-XX-XXXX SEC 22 CADDO PH LA 3 1 1 1
    XXX-XX-XXXX WILLIAMS SVY+ MARION 1 1 1
    XXX-XX-XXXX SEC 5 BIENVILLE PH L 1 1 1
    XXX-XX-XXXX SEC 6 CADDO PH LA 21 1 1 1
    36R004775 CHASE FND BIENVILLE 12,354 12,354 217,545
    36R007422 CHASE FND BIENVILLE 4,100 4,100 47,111
    36R007539 CHASE FND BIENVILLE 4,220 4,220 39,345
    36R007638 CHASE FND CADDO PARI 5,125 5,125 62,674
    36R007745 CHASE FND CADDO PARI 10,785 10,785 52,055
    36R008222 CHASE FND SABINE PAR 10,504 10,504 104,768
    36R008545 CHASE FND SABINE PAR 15,900 15,900 168,117
    36R011341 CHASE FND SABINE PAR 20,964 20,964 160,985
    36R011457 ONE FND NE OF LA HWY 4,635 4,635 43,668


    TY 2018 OtherDecreasesSchedule
    Name:
    JPMORGAN CHASE FOUNDATION OF NORTHWEST
    EIN:
    72-6022876
    Description Amount
    CHANGES TO FUND BALANCES 562
    2018 TRANSACTION POSTED IN 2019 3,612
    ROUNDING 10


    TY 2018 OtherExpensesSchedule
    Name:
    JPMORGAN CHASE FOUNDATION OF NORTHWEST
    EIN:
    72-6022876
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MINERAL INT - PRODUCTION TAX 1,269 1,269   0
    RENTAL - PROPERTY TAXES -13 -13   0
    RENTAL - OTHER EXPENSES 1,020 1,020   0
    FARM - TAXES 712 712   0
    FARM - INSURANCE 878 878   0
    FARM - OTHER EXPENSES 558 558   0
    ROYALTY - OTHER EXPENSES 5,769 5,769   0
    MINERAL INT FEES 146 146   0


    TY 2018 OtherIncomeSchedule2
    Name:
    JPMORGAN CHASE FOUNDATION OF NORTHWEST
    EIN:
    72-6022876
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 33,283 33,283  
    FARM INCOME 2,008 2,008  


    TY 2018 OtherIncreasesSchedule
    Name:
    JPMORGAN CHASE FOUNDATION OF NORTHWEST
    EIN:
    72-6022876
    Description Amount
    2017 TRANSACTION POSTED IN 2018 3,514


    TY 2018 TaxesSchedule
    Name:
    JPMORGAN CHASE FOUNDATION OF NORTHWEST
    EIN:
    72-6022876
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 13,300 0   0
    FEDERAL ESTIMATES - INCOME 3,289 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,077 1,077   0
    FOREIGN TAXES ON NONQUALIFIED 91 91   0