Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
Robert & Joan Dircks Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 559
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Dunstable, MA01827
A Employer identification number

22-3135737
B Telephone number (see instructions)

(978) 449-0072
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$10,903,034J 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... 264,324 264,324 264,324
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 639,938
b Gross sales price for all assets on line 6a 1,186,160
7 Capital gain net income (from Part IV, line 2)... 639,938
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 904,262 904,262 264,324
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 81,175 48,705   32,470
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 9,800 5,880   3,920
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,980 3,588   2,392
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 13,084 7,850   5,234
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 110,039 66,023   44,016
25 Contributions, gifts, grants paid....... 530,512 530,512
26 Total expenses and disbursements. Add lines 24 and 25 640,551 66,023   574,528
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 263,711
b Net investment income (if negative, enter -0-) 838,239
c Adjusted net income (if negative, enter -0-)... 264,324
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............. 54,212 43,031 43,031
2 Savings and temporary cash investments......... 1,542,118 2,064,739 1,664,739
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)      
b Investments—corporate stock (attach schedule)....... 10,854,133 Click to see attachment9,079,475 9,079,475
c Investments—corporate bonds (attach schedule)....... 254,023 Click to see attachment115,789 115,789
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,704,486 11,303,034 10,903,034
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.................. 12,704,486 11,303,034
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)..... 12,704,486 11,303,034
31 Total liabilities and net assets/fund balances (see instructions). 12,704,486 11,303,034
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
12,704,486
2
Enter amount from Part I, line 27a .....................
2
263,711
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
12,968,197
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,665,163
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
11,303,034
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 2,764 Fidelity National Financial IN FNF Group P 2016-08-09 2018-01-02
b 792 IShares Russell 2000 Growth ETF P 2009-07-27 2018-02-21
c 500 IShares TR IBOXX Hi Yield ETF P 2009-07-27 2018-12-14
d 666 Life Storage Inc P 2017-06-16 2018-10-04
e 1,771 Pfizer Incorporated P 2014-08-13 2018-08-08
1,290 SPDR S&P 500 ETF Trust Unit P 2008-07-30 2018-02-21
2,750 Vanguard Index Fds Vanguard Growth P 2009-07-27 2018-02-21
(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 106,769   72,783 33,986
b 150,503   47,904 102,599
c 41,579   40,968 611
d 60,121   49,718 10,403
e 73,517   50,014 23,503
351,196   163,890 187,306
402,475   120,945 281,530
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       33,986
b       102,599
c       611
d       10,403
e       23,503
      187,306
      281,530
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 2 639,938
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 662,691 11,868,432 0.05584
2016 601,376 10,924,186 0.05505
2015 591,257 10,839,278 0.05455
2014 571,064 10,936,538 0.05222
2013 510,393 10,116,404 0.05045
2
Total of line 1, column (d) .....................
2
0.268102
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
0.053620
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
12,330,692
5
Multiply line 4 by line 3......................
5
661,172
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
8,382
7
Add lines 5 and 6........................
7
669,554
8
Enter qualifying distributions from Part XII, line 4,.............
8
574,528
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 16,765
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 16,765
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 16,765
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 7,200
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 18,065
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,265
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 8,500
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet8,500 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    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.dircksfoundation.org
    14
    The books are in care ofbulletCarolyn Van Riper Telephone no.bullet (978) 449-0072

    Located atbulletPO Box 559DunstableMA ZIP+4bullet01827
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Robert E Dircks Trustee
    10.00     		22,000    
    PO Box 559
    Dunstable,MA01827
    Thomas C Dircks Trustee
    0.00     		0    
    PO Box 559
    Dunstable,MA01827
    Joan Walsh Trustee
    10.00     		22,000    
    PO Box 559
    Dunstable,MA01827
    Carolyn Van Riper Trustee
    15.00     		37,175    
    PO Box 559
    Dunstable,MA01827
    William C Dircks Trustee
    0.00     		0    
    PO Box 559
    Dunstable,MA01827
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    12,170,456
    b
    Average of monthly cash balances.......................
    1b
    348,013
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,518,469
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    12,518,469
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    187,777
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,330,692
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    616,535
    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
    616,535
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    16,765
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,765
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    599,770
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    599,770
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    599,770
    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
    574,528
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    574,528
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    574,528
    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 7 599,770
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 11,967
    b From 2014...... 29,129
    c From 2015...... 53,733
    d From 2016...... 67,917
    e From 2017...... 83,609
    fTotal of lines 3a through e........ 246,355
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 574,528
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 574,528
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018. 25,242 25,242
    (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 5 221,113
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		221,113
    10 Analysis of line 9:
    a Excess from 2014.... 15,854
    b Excess from 2015.... 53,733
    c Excess from 2016.... 67,917
    d Excess from 2017.... 83,609
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    The Robert and Joan Dircks Foundati
    PO Box 559
    Dunstable,MA01827
    (978) 449-0072
    bThe form in which applications should be submitted and information and materials they should include:
    The application process is as follows:Step 1: Determine eligibility by view funding guidelines at the Robert and Joan Dircks Foundation's web site at www.dircksfoundation.orgIf the criterion is met, the applicant will fill in the information requested in the on-line grant request information section. (This serves as a letter of inquiry and provides the necessary information needed by the review board). Within one week, the applying organization will be contacted regarding the status of the request. If the request is not initially denied the applicant will be provided a user name and password to enable them to submit an application.Step 2: The applicant will complete the application and forward it, with information requested, to the Foundation. The trustees review applications five times each year, January, March, May, August and November.Step 3: If a site visit is requested by the Foundation a representative from the Foundation will contact the organization to set a date. Step 4: After
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Funding Guidelines: The Robert and Joan Dircks Foundation focuses on programs and projects that provide opportunities to children and individuals who are physically, mentally or economically disadvantaged. The Foundation concentrates on small non-profit organizations that provide programs and projects that prevent or solve problems, rather than meet basic needs. Grants are awarded for one year only and typically range from $1,000 to $15,000. Recipients are required to report on the program that was funded and evaluate the effectiveness of the program.Funding Restrictions: Grants are only awarded to organizations that are tax exempt under section 501(c)3 of the Internal Revenue Code. One grant can be awarded by the Foundation to an organization within one calendar year. The Robert and Joan Dircks Foundation does not award grants for political or lobbying activities, operating budgets, deficit or debt reduction, loans or housing projects. Also, grants are not made to programs of national
    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
    Cancer Hope Network
    2 North Road Suite A
    Chester,NJ07930     		None 501(c)3 Partial Funding of Cancer Hope Network's Patient Services Director 10,000
    Why Me Inc
    1152 Pleasant Street
    Worcester,MA01602     		None 501(c)3 Childhood Cancer Lifeline and Sherry's House programs 20,000
    The Phoenix Center Inc
    16 Monsignor Owens Place
    Nutley,NJ07110     		None 501(c)3 Community Based Leisure & Recreation Activities 15,000
    Michael Lisnow Respite Center
    112 Main Street
    Hopkinton,MA01748     		None 501(c)3 The Michael Lisnow Respite Center Scholarship Fund 20,000
    Maternal & Child Health Consortium
    30 W Barnard St Suite 1
    West Chester,PA19382     		None 501(c)3 Healthy Start and Family Benefits Programs 20,000
    College of Mount Saint Vincent
    6301 Riverdale Avenue
    Riverdale,NY10471     		None 501(c)3 Scholarships 5,000
    Saint Athanasius Church
    2154 61st Street
    Brooklyn,NY11204     		None 501(c)3 Hispanic Scholarship Fund 20,000
    Emmanuel Cancer Foundation
    67 Walnut Street Suite 107
    Clark,NJ07066     		None 501(c)3 Emmanuel Cancer Foundation's Pediatric Cancer Family Services Program 15,000
    Family Promise of Bergen County
    100 Dayton Street
    Ridgewood,NJ07450     		None 501(c)3 Camp Lots of Fun 5,000
    Happiness is Camping
    62 Sunset Lake Road
    Hardwick,NJ07825     		None 501(c)3 Camp Direct Medical Services 15,000
    Jersey Battered Womens Service Inc
    PO Box 1437
    Morristown,NJ07962     		None 501(c)3 Protective Services 10,000
    Main Street Counseling Center
    8 Marcella Avenue
    West Orange,NJ07052     		None 501(c)3 School-Based Counseling program 10,000
    Embrace Kids Foundation
    121 Somerset Street
    New Brunswick,NJ08901     		None 501(c)3 Embrace Kids Learning Center and Beyond 5,000
    Saint Barnabas High School
    425 East 240th Street
    Bronx,NY10470     		None 501(c)3 Sr. Georgette Dircks Scholarship Fund 10,000
    Kelly Anne Dolan Memorial Fund
    580 Virginia Drive Suite 110
    Fort Washington,PA19034     		None 501(c)3 Energy for Life 10,000
    Loaves Fishes
    PO Box 1
    Ayer,MA01432     		None 501(c)3 Food Pantry 2,500
    Bryn Mawr Rehab Hospital Foundation
    414 Paoli Pike
    Malvern,PA19355     		None 501(c)3 Driving Simulator 20,000
    StudentPartner Alliance
    561 Springfield Avenue
    Summit,NJ07901     		None 501(c)3 STEM Scholarship Program for Low-Income, Inner-City Students 6,000
    Loyola University Maryland
    4501 North Charles Street
    Baltimore,MD21210     		None 501(c)3 Dircks Family Men's Lacrosse Scholarship Endowment 5,000
    Planned Lifetime Assistance Network
    Loeser Avenue PO Box 547
    Somerville,NJ08876     		None 501(c)3 Promoting Independent Living for People with Disabilities 7,500
    Kidsbridge
    4556 South Broad Street 2nd Fl
    Trenton,NJ08620     		None 501(c)3 "Upstander Experience" for at-risk youth in New Jersey 6,000
    All Saints Community Service Devel
    601 Jackson Street
    Hoboken,NJ07030     		None 501(c)3 Academic & Enrichment Programs 5,000
    Caring Contact Contact We Care Inc
    PO Box 2376
    Westfield,NJ07091     		None 501(c)3 Save our Youth Campaign Expansion 7,500
    Employment Horizons Inc
    10 Ridgedale Avenue
    Cedar Knolls,NJ07927     		None 501(c)3 Debit Card Swipe System to enhance Skills Training 6,512
    Quest Therapeutic Services
    461 Cann Road
    West Chester,PA19382     		None 501(c)3 Hippotherapy (Equine-Assisted Therapy) Program Support to Serve Children with Special Needs 20,000
    AcademyOfClinicalAppliedPsychoanaly
    301 S Linvingston Avenue
    Livingston,NJ07039     		None 501(c)3 Joining Forces Program. 10,000
    Adler Aphasia Center
    60 West Hunter Avenue
    Maywood,NJ07607     		None 501(c)3 New Virtual Aphasia Communication Groups and Technology Refresh 15,000
    Bergen Volunteer Medical Initiative
    75 Essex St Suite 100
    Hackensack,NJ07601     		None 501(c)3 Free Mental Health Support for working, low-income patients of Bergen volunteer medical initiative 7,500
    Family Promise of Morris County
    PO Box 1494
    Morristown,NJ07962     		None 501(c)3 Single Stop Supplement to Landlord Tenant Program 5,000
    FISH Hospitality Program Inc
    456 New Market Road
    Piscataway,NJ08854     		None 501(c)3 FISH Hospitality Program, Inc. 5,000
    HomeSharing Inc
    120 Findern Avenue
    Bridgewater,NJ08807     		None 501(c)3 Shared Affordable Housing 5,000
    Sound Start Babies Foundation
    PO Box 155
    Mountain Lakes,NJ07046     		None 501(c)3 Sound Start Babies Early Intervention Program for Children Who Are Deaf and Hard of Hearing 15,000
    NAMI Mercer
    3371 Brunswick Plke
    Lawrenceville,NJ08648     		None 501(c)3 Education and Support Programs 7,500
    Roots Wings Foundation
    75 Bloomfield Avenue
    Denville,NJ07834     		None 501(c)3 Facilitating Life-Skils for Youth (FLY) 5,000
    The Sturge-Weber Foundation
    PO Box 418
    Mt Freedom,NJ07970     		None 501(c)3 2018 Children & Teens Conference Program 7,500
    Wings for Success
    PO Box 1184
    Frazer,PA19355     		None 501(c)3 Clothing and Workshop Program 4,000
    Fisherman's Mark
    89 N Main Street
    Lambertville,NJ08530     		None 501(c)3 Fisherman's Mark Bridge to Self Sufficiency 5,000
    Operation Outreach-USA
    360 Woodland St
    Holliston,MA01746     		None 501(c)3 Operation Outreach Literacy Program in the Plainfield, NJ Public Schools 6,000
    Our Lady of Grace
    28 Tarbell Street
    Pepperell,MA01463     		None 501(c)3 2018 Grand Annual collection 1,000
    Pikeswille Volunteer Fire Company
    40 E Sudbrook Lane
    Pikesville,MD21208     		None 501(c)3 Fireman Training 3,500
    Preschool Advantage
    PO Box 86
    Morris Plains,NJ07950     		None 501(c)3 Quality Early Education for Disadvantaged Children 5,000
    Prevention Education Inc TA PEI Kid
    231 Lawrence Road
    Lawrenceville,NJ08646     		None 501(c)3 Crisis Intervention for Child Victims of Sexual Abuse 7,500
    Interfaith Food Pantry
    2 Executive Drive
    Morris Plains,NJ07950     		None 501(c)3 Free Famers Market - All Year Round 5,000
    Mount Carmel Guild of Trenton
    73 North Clinton Avenue
    Trenton,NJ08609     		None 501(c)3 Mount Carmel Guild Emergency Assistance Case Management Services 5,000
    Twin Oaks Horse Sanctuary
    PO Box 284
    Lake Grove,NY11755     		None 501(c)3 Senior Horse Care 2,500
    Home of the Sparrow
    858 E Swedesford Road
    Exton,PA19341     		None 501(c)3 Graduate Outreach Program 15,000
    ACT In Faith of Greater West Cheste
    212 S High Street
    West Chester,PA19382     		None 501(c)3 Community Building Food & Grocery Initiatives 5,000
    Anshe Emeth Community Development C
    222 Livingston Ave
    New Brunswick,NJ08901     		None 501(c)3 Central Jersey Diaper Bank (Formerly: B-FED: Baby Formula and Emergency Diapers) 5,000
    AphasiaAccess
    405 North Stanwick Road
    Moorestown,NJ08057     		None 501(c)3 E-Learning Course Curriculum for Life Participation Approach to Aphasia 10,000
    Camp Happy Days
    1622 Ashley Hall Road
    Charlston,SC29407     		None 501(c)3 Financial Assistance Program 2,500
    CASA Youth Advocates Inc
    PO Box 407
    Media,PA19063     		None 501(c)3 Advocacy for abused and neglected children including educational advocacy 7,500
    FAN4Kids
    154 Douglass Street
    Brooklyn,NY11217     		None 501(c)3 Fan4Kids NJ Expansion Project 7,500
    Soccer Without Borders-Boston
    145 Border Street 3rd Floor
    East Boston,MA02128     		None 501(c)3 High school program 2,500
    The Friends of Leadership Public Se
    485 Madison Avenue 15th Floor
    New York,NY10022     		None 501(c)3 Syracuse University Summer College 2018 5,000
    The Progeneria Research Foundation
    PO Box 3453
    Peabody,MA01961     		None 501(c)3 PRF Cell & Tissue Bank Freezer 15,000
    Friends Assoc for Care Protection o
    113 West Chestnut Street
    West Chester,PA19380     		None 501(c)3 Homelessness to Independence Initiative 7,500
    Malvern Preparatory School
    418 South Warren Avenue
    Malvern,PA19355     		None 501(c)3 Financial Assistance Scholarships 10,000
    The Baltimore Station Inc
    140 W West Street
    Baltimore,MD21230     		None 501(c)3 Feeding and Clothing Homeless Veterans 2,500
    American Prophyria Foundation
    4900 Woodway Suite 780
    Houston,TX77056     		  501(c)3 Shadow Jumpers 2,500
    Dancing Dreams
    23-91 Bell Blvd Suite LLC2
    Bayside,NY11360     		  501(c)3 Adaptive dance program 2,000
    Do Kind
    22 Jillson Circle
    Milford,MA01757     		  501(c)3 Do Kind 2,500
    United Ministries - Earl's Place
    1400 E Lombard Street
    Baltimore,MD21231     		  501(c)3 Transitional Housing for Male Veterans 1,500
    Family and Children's Aid Inc
    75 West Street
    Danbury,CT06810     		  501(c)3 Therapeutic Foster Care Program 1,500
    Futures in Education-Brooklyn Queen
    243 Prospect Park
    West Brooklyn,NY11215     		  501(c)3 Scholarships 2,500
    Interfaith Hospitality Network of O
    407 Lexingron Avenue
    Toms River,NJ08753     		  501(c)3 Helping Homeless Families with Children 2,500
    Push to Walk
    6 North Corporate Drive
    Riverdale,NJ07457     		  501(c)3 Push to Walk Scholarship Fund 5,000
    Starboard Society
    76 Cranbrook Road Ste 246
    Cockeysville,MD21030     		  501(c)3 Help for the working family 2,500
    Special Parent Advocacy Group
    20 Scotch Road Suite E
    Ewing,NJ08628     		  501(c)3 Inner City Educational Advocacy 2,500
    Oasis-A Haven for Women and Childre
    56 Mill Street
    Paterson,NJ07501     		  501(c)3 Oasis Enhanced Childcare program 7,500
    Total .................................bullet 3a 530,512
    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....         264,324
    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 ............     		        639,938
    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)..     904,262
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    904,262
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    Robert & Joan Dircks Foundation Inc
    EIN:
    22-3135737
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting fees 9,800 5,880 0 3,920

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    Robert & Joan Dircks Foundation Inc
    EIN:
    22-3135737
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    iShares IBOXX High Yield ETF (HYG) 33,657 33,657
    Powershares Global Exchange Traded Fd    
    iShares Tips Bond ETF 82,132 82,132

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    Robert & Joan Dircks Foundation Inc
    EIN:
    22-3135737
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    iShares Tr MSCI EAFE Index Fd (EFA) 167,288 167,288
    iShares Russell 2000 Growth Index Fd 448,056 448,056
    SPDR S&P 500 ETF Trust Unit Ser 1 (SPY) 824,736 824,736
    SPDR SER Tr S&P Oil & Gas Expl & Prodtn 48,709 48,709
    Sector SPDR Tr Shs Ben Int Energy (XLE) 73,695 73,695
    Vanguard Sector Index Fds Utils Vipers    
    Vanguard Index Fds Vanguard Growth Viper 1,018,893 1,018,893
    Vanguard Index Fds Vanguard Small Cap 428,572 428,572
    Wisdomtree Tr Intl Smallcap Divid Fd 341,411 341,411
    Vanguard REIT Index Fund (VGSIX) 229,825 229,825
    Wells Fargo Co 63,176 63,176
    General Electric Co (GE) 12,869 12,869
    iShares Inc MSCI Canada Index Fd (EWC) 105,711 105,711
    iShares Tr MSCI Emerging Mkts Index Fd 575,588 575,588
    SPDR Series Trust GLB Dow ETF (DGT) 252,740 252,740
    Apple Inc (APPL) 287,087 287,087
    Caterpillar Inc (CAT) 76,242 76,242
    Intel Corp. (INTC) 90,106 90,106
    Intl Business Mac (IBM) 31,259 31,259
    iShares Inc MSCI Pacific ex Japan Index 105,535 105,535
    iShares Tr S&P Latin Amer 40 Index Fd 84,416 84,416
    iShares Tr S&P Global Infrastructure Inx 85,691 85,691
    iShares Tr MSCI EAFE Value Index Fd 146,015 146,015
    Pepsico Inc (PEP) 88,384 88,384
    Wisdomtree Tr India Earnings Fd 157,009 157,009
    iShares Select Dividend ETF 181,478 181,478
    iShares China Large Cap ETF 132,716 132,716
    Vanguard Specialized Portfolios Div Appr    
    Vanguard FTSE Developed Market 258,661 258,661
    Vanguard Whitehall FDS High Dividend 562,230 562,230
    AT&T (T) 149,778 149,778
    Costco Wholesale Corp (COST) 89,632 89,632
    Henry Schein Corp 54,964 54,964
    Ford Motor Corp (F)    
    IShares S&P MSCI GSCI Commodity Indexed    
    IShares S&P MidCap 400 Value ETF (IWO) 22,411 22,411
    IShares TR Intl Developed Real Estate 13,515 13,515
    Pfizer Inc (PFE)    
    Powershares DB Commodity Index (DBC)    
    Powershares ETF Traded Fd (PHO)    
    Select Sector SPDR TR (XLB) 6,820 6,820
    Vanguard Index Funds Vanguard Small Cap 71,744 71,744
    Vanguard Index Funds Vanguard Mid Cap 77,243 77,243
    Wal-Mart Stores Inc (WMT) 61,479 61,479
    Verizon Communications (VZ) 164,725 164,725
    Wisdomtree Emerging Mkts (DGS) 25,720 25,720
    Wisdomtree Emerging Mkts Eqty Inc (DEM) 23,046 23,046
    Disney Walt Co (DIS) 99,781 99,781
    Sector SPDR TR SHS BEN INT Materials    
    Select Sector SPDR TR RL EST SEL SEC 19,406 19,406
    Crown Castle Intl Corp New 191,732 191,732
    Amn Healthcare Services Inc    
    Fidelity National Financial    
    American Tower Corporation 125,761 125,761
    CubeSmart 58,671 58,671
    Extra Space Storage 115,815 115,815
    Life Storage Inc    
    National Storage Affiliates 59,270 59,270
    SBA Communications Corp 54,557 54,557
    Invesco Exchange Traded Fund 39,155 39,155
    Sector SPDR Tr SHS Ben Int Financial 40,494 40,494
    Vanguard Group Div App ETF 229,595 229,595
    Vanguard World Fds Comm Srvc 121,327 121,327
    Invesco DB Commodity Index Track Fund 2,304 2,304
    iShares S&P GSCI Commodity 1,780 1,780
    Invesco Exchange Traded Fund Tr II 79,260 79,260
    Blackrock Inc 91,527 91,527
    Goldman Sachs Group Inc 39,090 39,090
    JPMorgan Chase 70,775 70,775

    TY 2018 OtherDecreasesSchedule
    Name:
    Robert & Joan Dircks Foundation Inc
    EIN:
    22-3135737
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Amount
    Federal Excise Tax 7,970
    Unrealized depreciation in value 1,657,193


    TY 2018 OtherExpensesSchedule
    Name:
    Robert & Joan Dircks Foundation Inc
    EIN:
    22-3135737
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Dues 10,700 6,420   4,280
    Investment Fees 80 48   32
    Office Supplies 1,320 792   528
    Postage 384 230   154
    Telephone 600 360   240