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
CHC FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1644
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
IDAHO FALLS, ID83403
A Employer identification number

82-0211282
B Telephone number (see instructions)

(208) 522-2368
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$11,448,391
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 335,673 335,673  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,997,949
b Gross sales price for all assets on line 6a 16,793,170
7 Capital gain net income (from Part IV, line 2)... 1,997,949
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)....... 3,112 3,112  
12 Total. Add lines 1 through 11........ 2,336,734 2,336,734  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 12,155 0   12,155
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 10,420 5,000   5,420
c Other professional fees (attach schedule).... 66,165 66,165   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,944 3,990   990
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,400 0   2,400
21 Travel, conferences, and meetings....... 35,610 0   35,610
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 16,969 0   16,987
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 148,663 75,155   73,562
25 Contributions, gifts, grants paid....... 698,680 698,680
26 Total expenses and disbursements. Add lines 24 and 25 847,343 75,155   772,242
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,489,391
b Net investment income (if negative, enter -0-) 2,261,579
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............. 44,466 53,648 53,648
2 Savings and temporary cash investments......... 1,193,623 1,149,917 1,149,917
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) 1,494,087 Click to see attachment803,400 800,256
b Investments—corporate stock (attach schedule)....... 5,903,353 Click to see attachment2,947,543 3,112,696
c Investments—corporate bonds (attach schedule)....... 879,498 Click to see attachment1,551,620 1,539,618
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 735,189 Click to see attachment5,217,845 4,792,256
14 Land, buildings, and equipment: basis bullet14,489
Less: accumulated depreciation (attach schedule) bullet14,489      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,250,216 11,723,973 11,448,391
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 10,250,216 11,723,973
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 10,250,216 11,723,973
31 Total liabilities and net assets/fund balances (see instructions). 10,250,216 11,723,973
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
10,250,216
2
Enter amount from Part I, line 27a .....................
2
1,489,391
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,739,607
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
15,634
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
11,723,973
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 TOTAL SHORT TERM GAIN/LOSS   2018-01-01 2018-12-31
b TOTAL LONG TERM GAIN/LOSS   2017-12-31 2018-12-31
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,390,297   9,697,298 -307,001
b 7,402,873   5,097,923 2,304,950
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -307,001
b       2,304,950
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,997,949
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 655,454 12,352,782 0.053061
2016 457,218 11,480,432 0.039826
2015 802,714 11,800,103 0.068026
2014 635,026 12,217,203 0.051978
2013 433,825 11,351,880 0.038216
2
Total of line 1, column (d) .....................
2
0.251107
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
0.050221
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
12,499,855
5
Multiply line 4 by line 3......................
5
627,755
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
22,616
7
Add lines 5 and 6........................
7
650,371
8
Enter qualifying distributions from Part XII, line 4,.............
8
772,242
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 22,616
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 22,616
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 22,616
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 21,520
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,096
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletID
    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 addressbulletWWW.CHCFOUNDATION.NET
    14
    The books are in care ofbulletCHC FOUNDATION Telephone no.bullet (208) 523-5953

    Located atbullet245 NORTH PLACER AVENUEIDAHO FALLSID ZIP+4bullet83403
    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
     
     
    ........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
    RON LECHELT MD DIRECTOR
    0.00
    0 0 0
    247 HARTERT DRIVE
    IDAHO FALLS,ID83404
    RALPH ISOM DIRECTOR
    0.00
    0 0 0
    4735 WEST 17TH NORTH
    IDAHO FALLS,ID83402
    ALICE PIKE DIRECTOR
    0.00
    0 0 0
    395 9TH STREET
    IDAHO FALLS,ID83404
    RICHARD FOWLER TREASURER
    0.00
    0 0 0
    9628 N RIVER ROAD
    IDAHO FALLS,ID83402
    SCOTT LEE VICE-PRESIDENT
    0.00
    0 0 0
    1033 KORTNEE DRIVE
    IDAHO FALLS,ID83402
    PEGGY SHARP SECRETARY
    0.00
    0 0 0
    1037 CLAREDOT DR
    IDAHO FALLS,ID83402
    MARGARET A LEVERETT DIRECTOR
    0.00
    0 0 0
    3585 SUN CIRCLE
    IDAHO FALLS,ID83404
    LESLEE MARTIN PRESIDENT
    0.00
    0 0 0
    210 HARRISBURG LANE
    IDAHO FALLS,ID83404
    CAROLE LENTZ DIRECTOR
    0.00
    0 0 0
    483 TROY AVE
    IDAHO FALLS,ID83402
    CHER STONE DIRECTOR
    0.00
    0 0 0
    1370 CAMERON AVE
    IDAHO FALLS,ID83402
    THERON MCGRIFF DIRECTOR
    0.00
    0 0 0
    3529 SUN CIRCLE
    IDAHO FALLS,ID83404
    ROGER HOTT DIRECTOR
    0.00
    0 0 0
    958 GRASSLAND DR
    IDAHO FALLS,ID83404
    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.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    11,564,709
    b
    Average of monthly cash balances.......................
    1b
    1,125,499
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,690,208
    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
    12,690,208
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    190,353
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,499,855
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    624,993
    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
    624,993
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    22,616
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,616
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    602,377
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    602,377
    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
    602,377
    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
    772,242
    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
     
    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
    772,242
    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
    22,616
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    749,626
    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 7 602,377
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015...... 95,365
    d From 2016......  
    e From 2017...... 50,809
    fTotal of lines 3a through e........ 146,174
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 772,242
    a Applied to 2017, but not more than line 2a 0
    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..... 602,377
    e Remaining amount distributed out of corpus 169,865
    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 5 316,039
    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 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    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 ......
    316,039
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015.... 95,365
    c Excess from 2016....  
    d Excess from 2017.... 50,809
    e Excess from 2018.... 169,865
    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:
    CHC FOUNDATION INC
    PO BOX 1644
    IDAHO FALLS,ID83403
    (208) 522-2368
    bThe form in which applications should be submitted and information and materials they should include:
    INFORMATION IS AVAILABLE ON THE WEBSITE.
    cAny submission deadlines:
    2 GRANTING PERIODS PER YEAR MARCH AND AUGUST.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    IDAHO ONLY.
    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
    SP14-31 BONNEVILLE HISTORICAL SOCMOI
    200 NORTH EASTERN AVE
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 49,070
    SP14-31A BONNEVILLE HISTORICAL SOCMOI
    200 NORTH EASTERN AVE
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 50,000
    SP1431B BONNEVILLE HISTORICAL SOCMOI
    200 NORTH EASTERN AVE
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 50,000
    SP16-18 TETON VALLEY SKI ED FOUND SP16
    PO BOX 1042
    DRIGGS,ID83422
    NONE PC CHARITABLE 4,335
    SP1431C BONNEVILLE HISTORICAL SOCMOI
    200 NORTH EASTERN AVE
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 50,000
    SP1431D BONN HISTSOCMOI EXT 1218
    200 NORTH EASTERN AVE
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 50,000
    SP17-1 IDAHO FALLS SYMPHONY
    440 N CAPITAL AVE STE B
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 867
    SP17-4 FREMONT CO 4-H
    151 WEST 1ST NORTH
    ST ANTHONY,ID83445
    NONE PC CHARITABLE 1,400
    SP17-6 TETON SD #401 HIGH SCHOOL
    445 N MAIN ST
    DRIGGS,ID83422
    NONE PC CHARITABLE 5,300
    SP17-10 SALMON HOCKEY ASSOCIATION
    808 LOMBARD ST
    SALMON,ID83467
    NONE PC CHARITABLE 4,500
    SP17-13 LOST RIVERS SENIOR CIT EICAP
    PO BOX 145
    ARCO,ID83213
    NONE PC CHARITABLE 9,626
    SP17-25 IF IDAHO FALLS ART CO EXT 1018
    498 A ST
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 3,192
    SP17-26 IF PARKS AND REC NOISE PARK
    520 MEMORIAL DR
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 17,800
    SP17-35 THE NATURE CONSERVANCY
    151 N RIDGE AVE 110
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 4,000
    SP17-36 REGIONAL CO OF CHRISTIAN MIN
    237 N WATER AVE
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 25,000
    SP17-38 CITY OF TETONIA
    PO BOX 57
    TETONIA,ID83452
    NONE PC CHARITABLE 3,290
    SP17 43 NAMI
    PO BOX 2462
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 474
    SP17-45 WHITEWATER THERAPY
    PO BOX 1443
    SALMON,ID83467
    NONE PC CHARITABLE 1,290
    SP17-46 DEVELOPMENT WORKSHOP INC
    555 W 25TH ST
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 15,000
    SP17-48 IF YMCA
    155 N CORNER ST
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 18,500
    SP1431E BONN HISSOCMOI EXT 1218
    200 NORTH EASTERN AVE
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 50,000
    FA17-1 BONN JOINT SD #93 STAR LAB
    3497 N AMMON ROAD
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 16,720
    FA17-2 CITY OF CHALLIS
    699 N MAIN ST
    CHALLIS,ID83226
    NONE PC CHARITABLE 29,814
    FA17-7 BINGHAM CO HIST SOC
    200 NORTH EASTERN AVE
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 1,505
    FA17-10 CITY OF REXBURG
    35 NORTH 1ST EAST
    REXBURG,ID83440
    NONE PC CHARITABLE 10,000
    FA17-11 CITY OF MENAN
    664 N 3530 E
    MENAN,ID83434
    NONE PC CHARITABLE 3,333
    FA17-12 BUTTE SD#111
    PO BOX 89
    ARCO,ID83213
    NONE PC CHARITABLE 12,000
    FA17-13 MACKAY SD#182
    PO BOX 390
    MACKAY,ID83521
    NONE PC CHARITABLE 2,000
    FA17-14 LEMHI CO HIST SOC
    210 MAIN ST
    SALMON,ID83467
    NONE PC CHARITABLE 5,500
    FA17-15 LILLIAN VALLELY
    PO BOX BOX 790
    BLACKFOOT,ID83221
    NONE PC CHARITABLE 6,300
    FA17-20 CITY OF IF- IF GARDEN
    PO BOX 50220
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 7,611
    FA17-21 IF SENIOR CITIZENS' CEN
    535 WEST 21ST STREET
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 974
    FA17-22 THE CLUB
    2001 SOUTH WOODRUFF AVE SUITE 6
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 6,300
    FA17-25 EICAP HAVEN
    PO BOX 51098
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 9,560
    FA17-26 CITY OF IFNOISE PARK
    PO BOX 50220
    IDHAO FALLS,ID83402
    NONE PC CHARITABLE 20,000
    FA17-28 HIGH CO RC&D BONN YOUTH
    101 NORTH BRIDGE STREET
    SAINT ANTHONY,ID83445
    NONE PC CHARITABLE 969
    FA17-35 TETON CO RECYLING CENT
    3270 S ADAMS CANYON DR
    TETON,ID83025
    NONE PC CHARITABLE 2,410
    FA17-36 ARTI
    257 W BROADWAY ST
    IDHAO FALLS,ID83402
    NONE PC CHARITABLE 23,000
    SP18-2 IDAHO FALLS HUMANITARIAN CENTER
    1415 NORTHGATE MILE
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 6,420
    SP18-5 SNAKE RIVER YOUTH PERFORM ARTS
    3802 SHALE AVE
    AMMON,ID83401
    NONE PC CHARITABLE 5,000
    SP18-9 MACKAY HIGH SCHOOL
    PO BOX 390
    MACKAY,ID83521
    NONE PC CHARITABLE 789
    SP18-23 HEART OF IDAHO ANIMAL SANCTUARY
    2948 HIGHWAY 93
    CHALLIS,ID83226
    NONE PC CHARITABLE 5,000
    SP18-29 IF SENIOR CITIZENS COMM CENTER
    535 WEST 21ST STREET
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 1,475
    SP18-33 SHUMWAY ACADEMY
    3055 N 125 E
    REXBURG,ID83440
    NONE PC CHARITABLE 3,849
    SP18-35 PEOPLE AGAINST IMPAIRED DRIVING
    1270 CREEKSIDE CT
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 1,000
    SP18-38 CITY OF BLACKFOOT AQUATICS
    157 N BROADWAY
    BLACKFOOT,ID83221
    NONE PC CHARITABLE 1,602
    SP18-47 JEFF MADISON & FREMONT CO 4-H
    151 WEST 1ST NORTH
    ST ANTHONY,ID83445
    NONE PC CHARITABLE 1,824
    FA18-1 FREMONT CO SEARCH AND RESCUE
    151 WEST 1ST NORTH
    ST ANTHONY,ID83445
    NONE PC CHARITABLE 14,561
    FA18-11 SNAKE RIVER YOUTH PERFORM ARTS
    3802 SHALE AVE
    AMMON,ID83401
    NONE PC CHARITABLE 14,920
    FA18-20 BLACKFOOT PERFORMING ARTS CENTER
    780 S FISHER AVE
    BLACKFOOT,ID83221
    NONE PC CHARITABLE 5,600
    FA18-24 IF SENIOR CITIZEN'S CENTER
    535 WEST 21ST STREET
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 25,000
    CEI FOUNDATION
    EITC FOUNDATION
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 40,000
    Total .................................bullet 3a 698,680
    bApproved for future payment
    FA17-6 FA17-6 IF COMM OUTREACH CENTER
    301 SOUTH BOULEVARD
    IDAHO FALLS,ID83401
    NONE PC CHARITABLE 18,000
    FA17-14 FA17-14 LEMHI CO HIST SOCIETY
    210 MAIN STREET
    SALMON,ID83467
    NONE PC CHARITABLE 9,467
    BONNEVILE CO FAIRBOARD
    605 NORTH CAPITAL AVE
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 35,000
    SP18-7 CITY OF VICTOR
    PO BOX 122
    VICTOR,ID83455
    NONE PC CHARITABLE 25,000
    SP18-8 REGIONAL CO CHRISTIAN MINISTRY
    PO BOX 2236
    IDAHO FALLS,ID83403
    NONE PC CHARITABLE 2,500
    SP18-9 MACKAY HIGH SCHOOL
    PO BOX 390
    MACKAY,ID83251
    NONE PC CHARITABLE 2,361
    SP18-12 TETON SD#401 TETON HS
    555 EAST ROSS AVE
    DRIGGS,ID83422
    NONE PC CHARITABLE 10,000
    SP18-13 EAGLE ROCK CIVIL AIR PATROL
    PO BOX 51581
    IDAHO FALLS,ID83405
    NONE PC CHARITABLE 14,570
    SP18-19 EICAP HAVEN
    PO BOX 51098
    IDAHO FALLS,ID83444
    NONE PC CHARITABLE 49,000
    SP18-27 TETON VALLEY TRAILS & PATHWAYS
    PO BOX 373
    DRIGGS,ID83422
    NONE PC CHARITABLE 1,495
    SP18-30 IF DOWNTOWN HISTORIC FOUNDATION
    381 SHOUP AVE
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 8,500
    SP18-32 COLLEGE OF EASTERN IDAHO
    1600 SOUTH 25TH EAST
    IDAHO FALLS,ID83404
    NONE PC CHARITABLE 35,764
    SP18-39 CITY OF ASHTON
    714 MAIN STREET
    PO BO,ID83440
    NONE PC CHARITABLE 13,000
    SP18-41 ISU DEV OF HEALTH SERVICES
    921 SOUTH 8TH AVE STOP 8090
    POCATELLO,ID832098090
    NONE PC CHARITABLE 16,360
    SP18-44 TETON REGIONAL LAND TRUST
    PO BOX 247
    FIRTH,ID83236
    NONE PC CHARITABLE 950
    SP18-45 FIRTH SD#59 HS MUSIC
    329 LINCOLN STREET
    FIRTH,ID83236
    NONE PC CHARITABLE 3,600
    SP18-47 JEFF MADISON & FREMONT CO 4-H
    243 EAST FREMONT AVE
    RIGBY,ID83422
    NONE PC CHARITABLE 556
    SP18-49 THE ART MUSEUM OF EASTERN IDAHO
    300 SOUTH CAPITAL AVE
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 2,088
    SP18-50 MADISON MIDDLE SCHOOL LIBRARY
    575 WEST 7TH SOUTH
    REXBURG,ID83440
    NONE PC CHARITABLE 1,000
    FA18-5 IDAHO FALLS ARTS COUNCIL
    498 A STREET
    IDAHO FALLS,ID83402
    NONE PC CHARITABLE 14,916
    FA18-7 CITY OF MACKAY
    PO BOX 509
    MACKAY,ID83251
    NONE PC CHARITABLE 9,652
    FA18-8 RIGBY SENIOR CENTER
    PO BOX 525
    RIGBY,ID83442
    NONE PC CHARITABLE 8,521
    FA18-9 CITY OF RIGBY PARKS AND REC
    158 WEST FREMONT
    RIGBY,ID83442
    NONE PC CHARITABLE 3,500
    FA18-10 HAPI TRAILS
    PO BOX 1021
    VICTOR,ID83455
    NONE PC CHARITABLE 40,000
    FA18-11 SNAKE RIVER YOUTH PERFORM ARTS
    3802 SHALE AVE
    IDAHO FALLS,ID83401
    NONE PC CHARITABLE 1,449
    FA18-12 WHITE PINE CHARTER SCHOOL
    2959 JOHN ADAMS PARKWAY
    IDAHO FALLS,ID83406
    NONE PC CHARITABLE 6,000
    FA18-13 HENRY'S FORK FOUNDATION
    PO BOX 550
    ASHTON,ID83420
    NONE PC CHARITABLE 9,000
    FA18-14 CHALLIS ARTS COUNCIL
    PO BOX 1131
    CHALLIS,ID83226
    NONE PC CHARITABLE 3,000
    FA18-16 TETON SD#401
    PO BOX 775
    DRIGGS,ID83422
    NONE PC CHARITABLE 9,295
    FA18-18 SUGAR-SALEM SD#322
    PO BOX 150
    SUGAR CITY,ID83448
    NONE PC CHARITABLE 8,156
    FA18-22 CITY OF ARCOID SCIENCE CENTER
    PO BOX 196
    ARCO,ID83213
    NONE PC CHARITABLE 20,000
    FA18-26 JEFFERSON SD#251 ROBERTS ELEMEN
    682 NORTH 2858 EAST
    ROBERTS,ID83444
    NONE PC CHARITABLE 20,000
    FA18-28 GIRLS SCOUTS OF SILVER SAGE CO
    8948 WEST BARNES STREET
    BOISE,ID83709
    NONE PC CHARITABLE 10,000
    FA18-32 IDAHO FALLS YOUTH ARTS CENTRE
    PO BOX 51751
    IDAHO FALLS,ID83405
    NONE PC CHARITABLE 4,000
    FA18-33 CITY OF LEWISVILLE LIBRARY
    PO BOX 158
    LEWISVILLE,ID83431
    NONE PC CHARITABLE 3,000
    Total .................................bullet 3b 419,700
    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....     14 335,673  
    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.....     14 3,112  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 1,997,949  
    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).. 0 2,336,734 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,336,734
    (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 AccountingFeesSchedule
    Name:
    CHC FOUNDATION
    EIN:
    82-0211282
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 10,420 5,000   5,420

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    CHC FOUNDATION
    EIN:
    82-0211282
    Name of Bond End of Year Book Value End of Year Fair Market Value
      1,551,620 1,539,618

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    CHC FOUNDATION
    EIN:
    82-0211282
    Name of Stock End of Year Book Value End of Year Fair Market Value
      2,947,543 3,112,696

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    CHC FOUNDATION
    EIN:
    82-0211282
    US Government Securities - End of Year Book Value:

    803,400
    US Government Securities - End of Year Fair Market Value:

    800,256
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    CHC FOUNDATION
    EIN:
    82-0211282
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS FMV 5,217,845 4,792,256

    TY 2018 OtherDecreasesSchedule
    Name:
    CHC FOUNDATION
    EIN:
    82-0211282
    Description Amount
    FEDERAL TAXES PAID 15,634


    TY 2018 OtherExpensesSchedule
    Name:
    CHC FOUNDATION
    EIN:
    82-0211282
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING 6,945 0   6,945
    INSURANCE 4,714 0   4,714
    OFFICE SUPPLY & EXPENSE 2,579 0   2,579
    TELEPHONE 2,118 0   2,118
    MILEAGE 613 0   631


    TY 2018 OtherIncomeSchedule2
    Name:
    CHC FOUNDATION
    EIN:
    82-0211282
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ML REFUNDS 3,112 3,112 3,112


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    CHC FOUNDATION
    EIN:
    82-0211282
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 66,165 66,165   0


    TY 2018 TaxesSchedule
    Name:
    CHC FOUNDATION
    EIN:
    82-0211282
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN INCOME TAX 3,990 3,990   0
    PAYROLL TAX 954 0   990