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
DOUGLASS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)645 E YALE PLACE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ENGLEWOOD, CO801131673
A Employer identification number

26-0348290
B Telephone number (see instructions)

(303) 550-8811
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$874,684J 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... 22,993 22,993  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 25,679
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment 25,679    
12 Total. Add lines 1 through 11........ 48,672 48,672 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... Click to see attachment 4,100 2,050   2,050
c Other professional fees (attach schedule).... Click to see attachment 9,463 4,732   4,731
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,224 482    
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 0      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,787 7,264   6,781
25 Contributions, gifts, grants paid....... 50,300 50,300
26 Total expenses and disbursements. Add lines 24 and 25 66,087 7,264   57,081
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -17,415
b Net investment income (if negative, enter -0-) 41,408
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 27,197 27,464 27,464
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).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
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)....... 918,081 Click to see attachment900,500 846,935
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) Click to see attachment386 Click to see attachment285 Click to see attachment285
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 945,664 928,249 874,684
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 882,475 882,475
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 63,189 45,774
30 Total net assets or fund balances (see instructions)..... 945,664 928,249
31 Total liabilities and net assets/fund balances (see instructions). 945,664 928,249
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
945,664
2
Enter amount from Part I, line 27a .....................
2
-17,415
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
928,249
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
928,249
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 9 SHARES AMERISOURCEBERGEN CORP P 2018-03-07 2018-04-16
b 1 SHARE COLGATE PALMOLIVE CO P 2017-05-16 2018-05-16
c 3 SHARES FACEBOOK INC P 2017-09-18 2018-05-16
d 1 SHARE FACEBOOK INC P 2017-09-18 2018-07-31
e 1 SHARE MICROSOFT CORP P 2018-05-16 2018-06-19
1 SHARE MONDELEZ INTL P 2017-05-16 2018-05-16
1 SHARE PARKER HANNIFIN CORP P 2017-09-18 2018-05-16
21 SHARES STARBUCKS CORP P 2018-03-07 2018-07-31
1 SHARE UNITEDHEALTH GROUP INC P 2018-02-16 2018-05-16
23 SHARES INVESCO LTD P 2018-03-07 2018-06-19
9 SHARES ADOBE INC P 2016-02-16 2018-02-16
2 SHARES ADOBE INC P 2016-02-16 2018-07-31
3 SHARES ADOBE INC P 2016-12-01 2018-07-31
1 SHARE ALPHABET INC CL A P 2014-12-24 2018-07-31
13 SHARES AMERICAN TOWER CORP P 2017-03-16 2018-09-21
1 SHARE AMERISOURCEBERGEN CORP P 2016-11-14 2018-02-16
7 SHARES AMERISOURCEBERGEN CORP P 2016-11-14 2018-04-16
11 SHARES AMERISOURCEBERGEN CORP P 2016-12-01 2018-04-16
1 SHARE AMERISOURCEBERGEN CORP P 2016-12-12 2018-04-16
1 SHARE AMERIPRISE FINANCIAL INC P 2016-02-16 2018-09-21
1 SHARE BLACKROCK INC P 2016-12-12 2018-06-19
6 SHARES COLGATE PALMOLIVE CO P 2015-10-13 2018-05-16
1 SHARE COLGATE PALMOLIVE CO P 2016-08-15 2018-05-16
2 SHARES COLGATE PALMOLIVE CO P 2016-11-14 2018-05-16
12 SHARES COLGATE PALMOLIVE CO P 2016-12-01 2018-05-16
1 SHARE COMCAST CORP P 2014-12-24 2018-04-16
2 SHARES COMCAST CORP P 2014-12-24 2018-05-16
2 SHARES WALT DISNEY P 2016-06-13 2018-05-16
1 SHARE ECOLAB INC P 2014-12-24 2018-05-16
1 SHARE ECOLAB INC P 2014-12-24 2018-09-21
3 SHARES FACEBOOK INC P 2015-05-18 2018-05-16
2 SHARES FACEBOOK INC P 2016-11-14 2018-05-16
6 SHARES FACEBOOK INC P 2016-12-01 2018-05-16
1 SHARE FACEBOOK INC P 2016-12-12 2018-05-16
.2 SHARE GARRETT MOTION INC P 2015-10-13 2018-10-01
9 SHARES HONEYWELL INTL INC P 2015-10-13 2018-02-16
1 SHARE HONEYWELL INTL INC P 2015-10-13 2018-04-16
1 SHARE INTERCONTINENTALEXCHANGE P 2014-12-24 2018-04-16
1 SHARE INTERCONTINENTALEXCHANGE P 2014-12-24 2018-05-16
1 SHARE INTERCONTINENTALEXCHANGE P 2014-12-24 2018-09-21
1 SHARE LOWE COMPANIES INC P 2016-02-16 2018-07-31
1 SHARE O'REILLY AUTOMOTIVE INC P 2014-12-24 2018-09-21
1 SHARE O'REILLY AUTOMOTIVE INC P 2016-06-13 2018-09-21
2 SHARES O'REILLY AUTOMOTIVE INC P 2016-12-01 2018-09-21
2 SHARES RED HAT INC P 2015-11-16 2018-02-16
9 SHARES RED HAT INC P 2015-11-16 2018-05-16
2 SHARES RED HAT INC P 2016-02-16 2018-05-16
.333 SHARE RESIDEO TECHNOLOGIES INC P 2015-10-13 2018-10-29
5 SHARES ROCKWELL AUTOMATION INC P 2015-01-27 2018-07-31
3 SHARES ROCKWELL AUTOMATION INC P 2015-04-01 2018-07-31
1 SHARE ROCKWELL AUTOMATION INC P 2016-08-15 2018-07-31
1 SHARE STARBUCKS CORP P 2014-12-24 2018-04-16
1 SHARE STARBUCKS CORP P 2014-12-24 2018-06-19
16 SHARES STARBUCKS CORP P 2014-12-24 2018-07-31
4 SHARES STARBUCKS CORP P 2016-06-13 2018-07-31
2 SHARES STARBUCKS CORP P 2016-08-15 2018-07-31
11 SHARES STARBUCKS CORP P 2016-12-01 2018-07-31
1 SHARE STARBUCKS CORP P 2016-12-12 2018-07-31
8 SHARES STARBUCKS CORP P 2017-03-16 2018-07-31
1 SHARE TJX COS INC P 2014-12-24 2018-04-16
1 SHARE TJX COS INC P 2014-12-24 2018-05-16
1 SHARE TJX COS INC P 2015-04-01 2018-07-31
1 SHARE THERMO FISHER SCIENTIFIC INC P 2015-04-01 2018-07-31
1 SHARE UNITED TECHNOLOGIES CORP P 2014-12-24 2018-05-16
1 SHARE UNITED TECHNOLOGIES CORP P 2015-04-01 2018-07-31
1 SHARE VISA INC P 2016-09-12 2018-04-16
1 SHARE VISA INC P 2016-09-12 2018-05-16
1 SHARE VISA INC P 2016-09-12 2018-06-19
8 SHARES VISA INC P 2016-09-12 2018-07-31
2 SHARES VISA INC P 2016-09-12 2018-09-21
1 SHARE ACCENTURE PLC P 2015-11-16 2018-05-16
1 SHARE ACCENTURE PLC P 2015-11-16 2018-09-21
1 SHARE INVESCO LTD P 2015-10-13 2018-05-16
13 SHARES INVESCO LTD P 2015-10-13 2018-06-19
2 SHARES INVESCO LTD P 2016-02-16 2018-06-19
2 SHARES INVESCO LTD P 2016-06-13 2018-06-19
2 SHARES INVESCO LTD P 2016-08-15 2018-06-19
22 SHARES INVESCO LTD P 2016-12-01 2018-06-19
3 SHARES INVESCO LTD P 2016-12-01 2018-06-19
1 SHARE INVESCO LTD P 2016-12-12 2018-06-19
7 SHARES INVESCO LTD P 2017-03-16 2018-06-19
3 SHARES INVESCO LTD P 2017-05-16 2018-06-19
1 SHARE MEDTRONIC PLC P 2015-01-27 2018-05-16
18.708 SHARES SEMPER MBS TOTAL RETURN FUND P 2018-06-14 2018-07-24
372.913 SHARES SEMPER MBS TOTAL RETURN FUND P 2018-06-14 2018-12-26
28.225 SHARES BROWN ADVISORY SUSTAINABLE P 2018-06-14 2018-07-24
258.964 SHARES BROWN ADVISORY SUSTAINABLE P 2018-06-14 2018-12-26
44.843 SHARES DELAWARE EMERGING MKTS P 2017-12-27 2018-01-12
2943.421 SHARES DELAWARE EMERGING MKTS P 2017-12-27 2018-06-14
1883.129 SHARES DIAMOND HILL SMALL MID CAP P 2017-10-31 2018-03-02
104.694 SHARES DIAMOND HILL SMALL MID CAP P 2017-12-14 2018-03-02
12.344 SHARES DIAMOND HILL SMALL MID CAP P 2017-12-14 2018-03-02
9.655 SHARES DIAMOND HILL SMALL MID CAP P 2017-12-28 2018-03-02
7.381 SHARES DIAMOND HILL SMALL MID CAP P 2018-01-12 2018-03-02
103.53 SHARES OAKMARK INTL FUND P 2017-10-31 2018-01-12
3458.579 SHARES OAKMARK INTL FUND P 2017-10-31 2018-06-14
61.26 SHARES OAKMARK INTL FUND P 2017-12-14 2018-06-14
48.909 SHARES OAKMARK INTL FUND P 2017-12-14 2018-06-14
2185.328 SHARES OAKMARK INTL FUND P 2017-12-27 2018-06-14
9.579 SHARES HARTFORD SHORT DURATION FUND P 2018-06-14 2018-07-24
230.806 SHARES HARTFORD SHORT DURATION FUND P 2018-06-14 2018-12-26
209 SHARES ISHARES TIPS BOND P 2018-01-12 2018-06-14
1 SHARE ISHARES TIPS BOND P 2018-01-12 2018-07-24
45 SHARES ISHARES TIPS BOND P 2018-01-12 2018-12-26
119 SHARES ISHARES CORE S&P MIDCAP P 2017-10-31 2018-06-14
11 SHARES ISHARES RUSSELL 1000 GROWTH P 2017-10-31 2018-03-02
295 SHARES ISHARES RUSSELL 1000 GROWTH P 2017-10-31 2018-06-14
30 SHARES ISHARES RUSSELL 1000 GROWTH P 2018-07-24 2018-12-26
43 SHARES ISHARES US FINANCIALS P 2018-01-12 2018-06-14
2 SHARES ISHARES US FINANCIALS P 2018-01-12 2018-07-24
14 SHARES ISHARES US FINANCIALS P 2018-01-12 2018-12-26
5 SHARES ISHARES CORE S&P SMALL-CAP P 2018-06-14 2018-07-24
26 SHARES ISHARES CORE S&P SMALL-CAP P 2018-06-14 2018-12-26
101 SHARES ISHARES GLOBAL INFRASTRUCTURE P 2018-01-12 2018-06-14
411 SHARES ISHARES GLOBAL INFRASTRUCTURE P 2018-01-12 2018-07-23
763 SHARES ISHARES CORE MSCI EAFE P 2018-06-14 2018-07-25
133 SHARES ISHARES CORE MSCI EAFE P 2018-06-14 2018-12-26
413 SHARES ISHARES CORE MSCI EMERGING MARKETS P 2018-06-14 2018-07-25
42 SHARES ISHARES CORE MSCI EMERGING MARKETS P 2018-06-14 2018-12-26
20 SHARES KRANESHARES CSI CHINA INTERNET P 2018-07-24 2018-12-26
1241.003 SHARES MFS VALUE FUND P 2017-10-31 2018-03-02
907.956 SHARES MFS VALUE FUND P 2017-10-31 2018-06-14
58.115 SHARES MFS VALUE FUND P 2017-12-21 2018-06-14
10.89 SHARES MFS VALUE FUND P 2017-12-21 2018-06-14
6.348 SHARES MFS VALUE FUND P 2017-12-21 2018-06-14
354.256 SHARES MFS VALUE FUND P 2018-01-12 2018-06-14
4.822 SHARES MFS VALUE FUND P 2018-03-27 2018-06-14
1460.247 SHARES PIMCO COMMODITY REAL RETURN P 2018-01-12 2018-06-14
446.386 SHARES PIMCO COMMODITY REAL RETURN P 2018-01-12 2018-12-26
1666 SHARES PIMCO ENHANCED SHORT MATURITY ACTIVE P 2017-12-27 2018-01-12
764 SHARES PIMCO ENHANCED SHORT MATURITY ACTIVE P 2017-12-27 2018-06-14
20 SHARES HEALTH CARE SELECT SECTOR SPDR P 2018-07-24 2018-12-26
2 SHARES VANGUARD MID-CAP P 2018-06-14 2018-07-24
25 SHARES VANGUARD MID-CAP P 2018-06-14 2018-12-26
96 SHARES VANGUARD VALUE P 2018-06-14 2018-12-26
123 SHARES ISHARES RUSSELL 1000 GROWTH P 2015-10-01 2018-01-12
34 SHARES ISHARES RUSSELL 1000 GROWTH P 2015-10-01 2018-03-02
320 SHARES ISHARES RUSSELL 1000 GROWTH P 2015-10-01 2018-03-02
59 SHARES BRITISH AMER TOBACCO PLC P 2017-12-26 2018-10-09
33 SHARES COLGATE PALMOLIVE CO P 2017-12-26 2018-12-31
7 SHARES COMCAST CORP P 2018-03-07 2018-06-14
1 SHARE JPMORGAN CHASE & CO P 2018-01-11 2018-04-11
2 SHARES JPMORGAN CHASE & CO P 2018-01-11 2018-07-31
1 SHARE JOHNSON & JOHNSON P 2017-09-12 2018-01-11
1 SHARE NEXTERA ENERGY INC P 2018-01-11 2018-04-11
1 SHARE NEXTERA ENERGY INC P 2018-02-16 2018-06-14
8 SHARES NEXTERA ENERGY INC P 2018-02-16 2018-12-13
5 SHARES PRAXAIR INC P 2018-03-07 2018-10-31
10 SHARES REPUBLIC SERVICES INC P 2018-06-14 2018-12-13
1 SHARE SUNTRUST BANKS P 2018-04-11 2018-07-31
32 SHARES INVESCO LTD P 2017-11-10 2018-10-09
2 SHARES BLACKROCK INC P 2016-12-12 2018-01-11
1 SHARE BLACKROCK INC P 2016-12-12 2018-04-11
4 SHARES BLACKROCK INC P 2016-12-16 2018-07-31
1 SHARE BRITISH AMER TOBACCO PLC P 2015-04-01 2018-01-11
2 SHARES BRITISH AMER TOBACCO PLC P 2015-04-01 2018-06-14
23 SHARES BRITISH AMER TOBACCO PLC P 2015-04-01 2018-10-09
1 SHARE CHEVRON CORP P 2017-01-11 2018-04-11
1 SHARE CHEVRON CORP P 2017-01-11 2018-07-31
1 SHARE COLGATE PALMOLIVE CO P 2016-02-18 2018-02-16
1 SHARE COLGATE PALMOLIVE CO P 2016-02-18 2018-06-14
40 SHARES COLGATE PALMOLIVE CO P 2016-02-18 2018-12-13
1 SHARE CRANE CO P 2016-02-18 2018-04-11
1 SHARE CRANE CO P 2016-02-18 2018-07-31
6 SHARES CRANE CO P 2016-02-18 2018-10-09
4 SHARES HOME DEPOT INC P 2014-12-24 2018-02-16
1 SHARE INTEL CORP P 2016-12-01 2018-02-16
4 SHARES INTEL CORP P 2016-12-01 2018-04-11
1 SHARE INTEL CORP P 2016-12-01 2018-06-14
1 SHARE INTEL CORP P 2016-12-01 2018-07-31
4 SHARES INTEL CORP P 2016-12-01 2018-12-13
1 SHARE JOHNSON & JOHNSON P 2017-09-12 2018-12-13
3 SHARES LOCKHEED MARTIN CORP P 2016-02-18 2018-01-11
3 SHARES MICROSOFT CORP P 2014-12-24 2018-02-16
1 SHARE MICROSOFT CORP P 2014-12-24 2018-06-14
4 SHARES MICROSOFT CORP P 2014-12-24 2018-12-13
12 SHARES NEXTERA ENERGY INC P 2015-04-01 2018-04-11
1 SHARE NOVARTIS AG SPON ADR P 2014-12-24 2018-06-14
1 SHARE NOVARTIS AG SPON ADR P 2014-12-24 2018-12-13
15 SHARES PEPSICO INC P 2015-07-13 2018-01-11
1 SHARE PRAXAIR INC P 2016-09-12 2018-01-11
1 SHARE PRAXAIR INC P 2016-09-12 2018-06-14
9 SHARES PRAXAIR INC P 2016-09-12 2018-07-31
14 SHARES PRAXAIR INC P 2016-09-12 2018-10-31
6 SHARES ROCKWELL AUTOMATION P 2016-02-18 2018-06-14
6 SHARES SUNCOR ENERGY INC P 2017-01-24 2018-04-11
38 SHARES SUNCOR ENERGY INC P 2017-01-24 2018-07-31
1 SHARE TEXAS INSTRUMENTS P 2016-02-18 2018-01-11
17 SHARES TEXAS INSTRUMENTS P 2016-02-18 2018-04-11
2 SHARES TEXAS INSTRUMENTS P 2016-02-18 2018-12-13
2 SHARES UNION PACIFIC CORP P 2014-12-24 2018-02-16
1 SHARE UNION PACIFIC CORP P 2014-12-24 2018-07-31
10 SHARES UNION PACIFIC CORP P 2014-12-24 2018-12-13
1 SHARE UNITED TECHNOLOGIES P 2014-12-24 2018-07-31
13 SHARES VF CORP P 2016-02-18 2018-06-14
1 SHARE ACCENTURE PLC P 2016-02-18 2018-02-16
1 SHARE ACCENTURE PLC P 2016-02-18 2018-06-14
28 SHARES INVESTCO LTD P 2016-02-18 2018-02-16
6 SHARES INVESTCO LTD P 2016-02-18 2018-07-31
37 SHARES INVESTCO LTD P 2016-02-18 2018-10-09
1 SHARE LINDE PLC P 2016-09-12 2018-12-13
1 SHARE MEDTRONIC PLC P 2015-01-27 2018-07-31
4 SHARES ADVANCE AUTO PARTS P 2018-03-07 2018-10-09
2 SHARES AMERICAN WATER WORKS P 2018-03-07 2018-04-27
8 SHARES AMERICAN WATER WORKS P 2018-03-07 2018-10-09
7 SHARES ANDEAVOR COM P 2018-03-07 2018-04-27
31 SHARES ANDEAVOR COM P 2018-03-07 2018-06-14
7 SHARES ORBITAL ATK P 2018-03-07 2018-04-27
2 SHARES SS&C TECHNOLOGIES P 2018-03-07 2018-06-14
39 SHARES SCHEIN HENRY INC P 2018-03-07 2018-10-09
34 SHARES TRIPADVISOR INC P 2018-03-07 2018-06-14
1 SHARE ZAYO GROUP P 2018-03-07 2018-04-27
83 SHARES ADIENT PLC P 2018-03-07 2018-10-09
10 SHARES WILLIS TOWER WATSON PUB P 2018-03-07 2018-10-09
17 SHARES LOGITECH INTERNATIONAL P 2018-06-14 2018-10-09
72 SHARES FLEX LTD P 2018-03-07 2018-10-09
3 SHARES ADVANCED AUTO PARTS P 2016-12-01 2018-06-14
8 SHARES ADVANCED AUTO PARTS P 2016-12-01 2018-10-09
4 SHARES AKAMAI TECHNOLOGIES P 2016-12-01 2018-06-14
6 SHARES ARISTA NETWORKS INC P 2016-12-01 2018-03-07
1 SHARE ARISTA NETWORKS INC P 2016-12-01 2018-06-14
48 SHARES BANK UNITED INC P 2017-02-06 2018-03-07
20 SHARES CBOE GLOBAL MARKETS P 2016-12-01 2018-10-09
2 SHARES CENTENE CORP P 2016-12-01 2018-04-27
3 SHARES CENTENE CORP P 2016-12-01 2018-06-14
48 SHARES ENVESTNET, INC P 2016-12-01 2018-03-07
1 SHARE EPAM SYSTEMS INC P 2016-12-01 2018-06-14
3 SHARES EPAM SYSTEMS INC P 2016-12-01 2018-10-09
27 SHARES FOOT LOCKER INC P 2016-12-01 2018-03-07
2 SHARES FORTINET INC P 2016-12-01 2018-04-27
9 SHARES FORTINET INC P 2016-12-01 2018-06-14
18 SHARES FORTINET INC P 2016-12-01 2018-10-09
94 SHARES HANESBRANDS INC P 2016-12-01 2018-03-07
3 SHARES HEALTH CARE SERVICES GROUP P 2016-12-01 2018-06-14
46 SHARES HOLOGIC INC P 2016-12-01 2018-03-07
3 SHARES LENNOX INTL INC P 2016-12-01 2018-10-09
3 SHARES MCCORMICK & CO P 2016-12-01 2018-10-09
41 SHARES NEWELL BRANDS INC P 2016-12-01 2018-03-07
21 SHARES ORBITAL ATK P 2016-12-01 2018-04-27
21 SHARES PVH CORP COM P 2016-12-01 2018-03-07
6 SHARES SCHEIN HENRY INC P 2016-12-01 2018-04-27
16 SHARES SCHEIN HENRY INC P 2016-12-01 2018-10-09
1 SHARE SEALED AIR CORP P 2016-12-01 2018-10-09
1 SHARE JAZZ PHARMACEUTICALS P 2016-12-01 2018-04-27
3 SHARES JAZZ PHARMACEUTICALS P 2016-12-01 2018-06-14
11 SHARES TECHNIPFMC PLC P 2017-01-17 2018-04-27
27 SHARES TECHNIPFMC PLC P 2017-01-17 2018-10-09
15 SHARES WILLIS TOWER WATSON P 2016-12-01 2018-10-09
(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 800 0 850 -50
b 62 0 72 -10
c 550 0 510 40
d 173 0 170 3
e 101 0 97 4
40 0 46 -6
177 0 173 4
1,099 0 1,194 -95
240 0 228 12
621 0 757 -136
1,824 0 706 1,118
490 0 157 333
735 0 298 437
1,236 0 539 697
1,944 0 1,504 440
99 0 82 17
622 0 570 52
977 0 859 118
89 0 78 11
150 0 81 69
526 0 390 136
374 0 397 -23
62 0 75 -13
125 0 134 -9
748 0 778 -30
33 0 29 4
65 0 58 7
208 0 197 11
148 0 107 41
159 0 107 52
551 0 242 309
367 0 232 135
1,102 0 691 411
184 0 118 66
3 0 2 1
1,385 0 898 487
148 0 100 48
73 0 44 29
72 0 44 28
78 0 45 33
100 0 66 34
343 0 194 149
343 0 261 82
687 0 547 140
286 0 156 130
1,466 0 702 764
326 0 127 199
9 0 6 3
940 0 533 407
564 0 343 221
188 0 119 69
60 0 41 19
57 0 40 17
838 0 651 187
209 0 222 -13
105 0 111 -6
576 0 642 -66
52 0 58 -6
419 0 438 -19
83 0 68 15
86 0 68 18
97 0 69 28
235 0 132 103
125 0 117 8
136 0 117 19
122 0 82 40
131 0 82 49
135 0 82 53
1,096 0 654 442
299 0 163 136
154 0 105 49
174 0 105 69
28 0 32 -4
351 0 420 -69
54 0 53 1
54 0 57 -3
54 0 80 -26
595 0 696 -101
81 0 121 -40
27 0 32 -5
189 0 229 -40
81 0 96 -15
85 0 75 10
200 0 200 0
3,893 9 3,979 -77
678 0 673 5
5,340 324 6,178 -514
950 0 907 43
57,632 0 59,545 -1,913
41,918 0 42,954 -1,036
2,330 0 2,343 -13
275 0 276 -1
215 0 220 -5
164 0 172 -8
3,118 0 3,007 111
95,733 0 100,471 -4,738
1,696 0 1,723 -27
1,354 0 1,375 -21
60,490 0 62,173 -1,683
93 0 93 0
2,223 2 2,248 -23
23,415 0 23,685 -270
112 0 113 -1
4,917 0 5,100 -183
23,736 0 21,789 1,947
1,512 0 1,430 82
43,639 0 38,356 5,283
3,749 0 4,511 -762
5,163 0 5,270 -107
244 0 245 -1
1,422 0 1,716 -294
432 0 426 6
1,729 0 2,216 -487
4,354 0 4,585 -231
17,803 0 18,659 -856
49,182 0 50,854 -1,672
7,131 0 8,864 -1,733
22,203 0 22,955 -752
1,945 0 2,334 -389
745 0 1,177 -432
50,000 2 50,496 -494
36,218 0 36,944 -726
2,318 0 2,377 -59
434 0 445 -11
253 0 259 -6
14,131 0 14,995 -864
192 0 190 2
9,827 9 9,944 -108
2,500 94 3,040 -446
169,245 0 169,422 -177
77,522 0 77,694 -172
1,643 0 1,756 -113
324 0 324 0
3,304 0 4,047 -743
8,972 0 10,223 -1,251
17,355 0 11,399 5,956
4,674 0 3,151 1,523
43,993 0 29,656 14,337
2,628 0 3,629 -1,001
2,151 0 2,301 -150
235 0 253 -18
111 0 110 1
231 0 220 11
144 0 132 12
161 0 151 10
159 0 156 3
1,461 0 1,245 216
817 0 778 39
739 0 689 50
73 0 68 5
702 0 1,051 -349
1,067 0 780 287
526 0 390 136
2,013 0 1,559 454
68 0 52 16
99 0 105 -6
1,024 0 1,266 -242
119 0 116 3
127 0 116 11
72 0 67 5
64 0 67 -3
2,608 0 2,773 -165
92 0 49 43
91 0 49 42
578 0 295 283
745 0 415 330
46 0 34 12
205 0 136 69
55 0 34 21
48 0 34 14
193 0 136 57
147 0 132 15
992 0 643 349
278 0 145 133
101 0 48 53
437 0 193 244
1,934 0 1,342 592
76 0 94 -18
88 0 94 -6
1,749 0 1,483 266
164 0 117 47
162 0 117 45
1,508 0 1,053 455
2,288 0 1,708 580
1,075 0 614 461
226 0 194 32
1,597 0 1,229 368
110 0 53 57
1,740 0 905 835
191 0 110 81
269 0 241 28
150 0 120 30
1,466 0 1,111 355
136 0 117 19
1,093 0 803 290
163 0 99 64
163 0 99 64
943 0 765 178
163 0 164 -1
811 0 1,200 -389
159 0 163 -4
90 0 76 14
678 0 469 209
173 0 160 13
721 0 640 81
852 0 674 178
4,339 0 2,984 1,355
926 0 926 0
105 0 102 3
3,431 0 2,627 804
1,951 0 1,450 501
37 0 36 1
2,801 0 4,796 -1,995
1,434 0 1,563 -129
704 0 780 -76
877 0 1,319 -442
401 0 511 -110
1,356 0 1,364 -8
326 0 256 70
1,721 0 558 1,163
281 0 93 188
2,017 0 1,833 184
2,006 0 1,384 622
220 0 117 103
371 0 175 196
2,700 0 1,653 1,047
125 0 63 62
387 0 188 199
1,105 0 1,978 -873
111 0 58 53
594 0 261 333
1,490 0 522 968
1,904 0 2,135 -231
125 0 116 9
1,769 0 1,740 29
641 0 444 197
407 0 267 140
1,112 0 1,870 -758
2,780 0 1,797 983
2,963 0 2,182 781
459 0 448 11
1,408 0 1,199 209
38 0 45 -7
154 0 102 52
530 0 305 225
366 0 391 -25
833 0 959 -126
2,151 0 1,819 332
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 0 0 0 -50
b 0 0 0 -10
c 0 0 0 40
d 0 0 0 3
e 0 0 0 4
0 0 0 -6
0 0 0 4
0 0 0 -95
0 0 0 12
0 0 0 -136
0 0 0 1,118
0 0 0 333
0 0 0 437
0 0 0 697
0 0 0 440
0 0 0 17
0 0 0 52
0 0 0 118
0 0 0 11
0 0 0 69
0 0 0 136
0 0 0 -23
0 0 0 -13
0 0 0 -9
0 0 0 -30
0 0 0 4
0 0 0 7
0 0 0 11
0 0 0 41
0 0 0 52
0 0 0 309
0 0 0 135
0 0 0 411
0 0 0 66
0 0 0 1
0 0 0 487
0 0 0 48
0 0 0 29
0 0 0 28
0 0 0 33
0 0 0 34
0 0 0 149
0 0 0 82
0 0 0 140
0 0 0 130
0 0 0 764
0 0 0 199
0 0 0 3
0 0 0 407
0 0 0 221
0 0 0 69
0 0 0 19
0 0 0 17
0 0 0 187
0 0 0 -13
0 0 0 -6
0 0 0 -66
0 0 0 -6
0 0 0 -19
0 0 0 15
0 0 0 18
0 0 0 28
0 0 0 103
0 0 0 8
0 0 0 19
0 0 0 40
0 0 0 49
0 0 0 53
0 0 0 442
0 0 0 136
0 0 0 49
0 0 0 69
0 0 0 -4
0 0 0 -69
0 0 0 1
0 0 0 -3
0 0 0 -26
0 0 0 -101
0 0 0 -40
0 0 0 -5
0 0 0 -40
0 0 0 -15
0 0 0 10
0 0 0 0
0 0 0 -77
0 0 0 5
0 0 0 -514
0 0 0 43
0 0 0 -1,913
0 0 0 -1,036
0 0 0 -13
0 0 0 -1
0 0 0 -5
0 0 0 -8
0 0 0 111
0 0 0 -4,738
0 0 0 -27
0 0 0 -21
0 0 0 -1,683
0 0 0 0
0 0 0 -23
0 0 0 -270
0 0 0 -1
0 0 0 -183
0 0 0 1,947
0 0 0 82
0 0 0 5,283
0 0 0 -762
0 0 0 -107
0 0 0 -1
0 0 0 -294
0 0 0 6
0 0 0 -487
0 0 0 -231
0 0 0 -856
0 0 0 -1,672
0 0 0 -1,733
0 0 0 -752
0 0 0 -389
0 0 0 -432
0 0 0 -494
0 0 0 -726
0 0 0 -59
0 0 0 -11
0 0 0 -6
0 0 0 -864
0 0 0 2
0 0 0 -108
0 0 0 -446
0 0 0 -177
0 0 0 -172
0 0 0 -113
0 0 0 0
0 0 0 -743
0 0 0 -1,251
0 0 0 5,956
0 0 0 1,523
0 0 0 14,337
0 0 0 -1,001
0 0 0 -150
0 0 0 -18
0 0 0 1
0 0 0 11
0 0 0 12
0 0 0 10
0 0 0 3
0 0 0 216
0 0 0 39
0 0 0 50
0 0 0 5
0 0 0 -349
0 0 0 287
0 0 0 136
0 0 0 454
0 0 0 16
0 0 0 -6
0 0 0 -242
0 0 0 3
0 0 0 11
0 0 0 5
0 0 0 -3
0 0 0 -165
0 0 0 43
0 0 0 42
0 0 0 283
0 0 0 330
0 0 0 12
0 0 0 69
0 0 0 21
0 0 0 14
0 0 0 57
0 0 0 15
0 0 0 349
0 0 0 133
0 0 0 53
0 0 0 244
0 0 0 592
0 0 0 -18
0 0 0 -6
0 0 0 266
0 0 0 47
0 0 0 45
0 0 0 455
0 0 0 580
0 0 0 461
0 0 0 32
0 0 0 368
0 0 0 57
0 0 0 835
0 0 0 81
0 0 0 28
0 0 0 30
0 0 0 355
0 0 0 19
0 0 0 290
0 0 0 64
0 0 0 64
0 0 0 178
0 0 0 -1
0 0 0 -389
0 0 0 -4
0 0 0 14
0 0 0 209
0 0 0 13
0 0 0 81
0 0 0 178
0 0 0 1,355
0 0 0 0
0 0 0 3
0 0 0 804
0 0 0 501
0 0 0 1
0 0 0 -1,995
0 0 0 -129
0 0 0 -76
0 0 0 -442
0 0 0 -110
0 0 0 -8
0 0 0 70
0 0 0 1,163
0 0 0 188
0 0 0 184
0 0 0 622
0 0 0 103
0 0 0 196
0 0 0 1,047
0 0 0 62
0 0 0 199
0 0 0 -873
0 0 0 53
0 0 0 333
0 0 0 968
0 0 0 -231
0 0 0 9
0 0 0 29
0 0 0 197
0 0 0 140
0 0 0 -758
0 0 0 983
0 0 0 781
0 0 0 11
0 0 0 209
0 0 0 -7
0 0 0 52
0 0 0 225
0 0 0 -25
0 0 0 -126
0 0 0 332
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 25,679
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 -16,656
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 53,629 978,106 0.054829
2016 48,114 952,661 0.050505
2015 42,721 826,667 0.051679
2014 37,915 781,840 0.048495
2013 33,302 660,415 0.050426
2
Total of line 1, column (d) .....................
2
0.255934
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
0.051187
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
993,604
5
Multiply line 4 by line 3......................
5
50,860
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
414
7
Add lines 5 and 6........................
7
51,274
8
Enter qualifying distributions from Part XII, line 4,.............
8
57,081
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 1 414
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........................... 3 414
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- ..... 5 414
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 750
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -750 7 750
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 10 336
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet336 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
 
 
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)
    bulletCO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletKATHRYN A BRADLEY PC Telephone no.bullet (480) 584-3517

    Located atbullet14301 N 87TH STREET 208SCOTTSDALEAZ ZIP+4bullet852603692
    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
    KEITH DOUGLASS TRUSTEE
    1.00     		0 0 0
    645 E YALE PLACE
    ENGLEWOOD,CO80113
    BRUCE DOUGLASS TRUSTEE
    1.00     		0 0 0
    5688 COLLEGE PLACE
    BOULDER,CO80303
    HELEN DOUGLASS TRUSTEE
    1.00     		0 0 0
    910 GILDERSLEEVE STREET
    SANTA FE,NM87505
    KIMBERLY DOUGLASS TRUSTEE
    1.00     		0 0 0
    1903 N FREMONT
    CHICAGO,IL60614
    HOWARD DOUGLASS TRUSTEE
    1.00     		0 0 0
    4120 E GARFIELD
    SEATTLE,WA98112
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    975,436
    b
    Average of monthly cash balances.......................
    1b
    33,299
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,008,735
    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
    1,008,735
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,131
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    993,604
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    49,680
    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
    49,680
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    414
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    414
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    49,266
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    49,266
    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
    49,266
    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
    57,081
    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
    57,081
    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
    414
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    56,667
    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 49,266
    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...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 16,476
    fTotal of lines 3a through e........ 16,476
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 57,081
    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..... 16,476
    e Remaining amount distributed out of corpus 40,605
    5 Excess distributions carryover applied to 2018. 32,790 32,790
    (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 24,291
    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......     		 
    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) .......     		 
    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 ......     		24,291
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 24,291
    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).)
    DOUGLASS CHARITABLE LEAD ANNUITY TR
    KEITH DOUGLASS TRUSTEE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ROCKY MOUNTAIN PBS
    1089 BANNOCK ST
    DENVER,CO80204     		  PUBLIC CIVIC 1,100
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE 2ND FLOOR
    NEW YORK,NY10001     		  PUBLIC MEDICAL 4,500
    NEW MEXICO SUICIDE INTERVENTION PROJECT
    4164 S MEADOWS RD
    SANTA FE,NM87507     		  PUBLIC MEDICAL 300
    K-9 THERAPY CORP
    1700 W IRVING PARK RD
    CHICAGO,IL60613     		  PUBLIC ANIMAL WELFARE 300
    KITCHEN ANGELS
    1222 SILER ROAD
    SANTA FE,NM87507     		  PUBLIC CHILDREN 500
    CLIMATE SOLUTIONS
    1402 THIRD AVE STE 1305
    SEATTLE,WA98101     		  PUBLIC CIVIC 1,000
    DENVER ZOOLOGICAL SOCIETY
    2300 STEELE STREET
    DENVER,CO80205     		  PUBLIC ANIMAL WELFARE 500
    ASSISTANCE DOGS OF THE WEST
    PO BOX 31027
    SANTA FE,NM87594     		  PUBLIC MEDICAL 400
    NPSNM ENDOWMENT FUND
    PO BOX 35388
    ALBUQUERQUE,NM87176     		  PUBLIC EDUCATION 300
    FIRST PLACE
    PO BOX 22536
    SEATTLE,WA98122     		  PUBLIC CIVIC 1,000
    350ORG
    20 JAY ST SUITE 732
    BROOKLYN,NY11201     		  PUBLIC ENVIRONMENTAL 2,000
    BOYS AND GIRLS CLUBS OF KINGS COUNTY
    603 STEWART 300
    SEATTLE,WA98101     		  PUBLIC CHILDREN'S WELFARE 500
    ALASKA WILDERNESS LEAGUE
    122 C ST NW
    WASHINGTON,DC20001     		  PUBLIC ENVIRONMENTAL 500
    SAVE OUR YOUTH
    3443 W 23RD AVE
    DENVER,CO80211     		  PUBLIC CHILDREN'S WELFARE 400
    MENTAL HEALTH CENTER OF DENVER
    4141 E DICKERSON
    DENVER,CO80222     		  PUBLIC MEDICAL 500
    YOUTH SHELTERS
    PO BOX 28279
    SANTA FE,NM87592     		  PUBLIC CHILDREN 300
    RED LAKE ROSIE'S PLACE
    23880 S GOOD RD
    TRAIL,MN56684     		  PUBLIC ANIMAL WELFARE 300
    LOS GOLINDRINAS
    334 LOS PINOS ROAD
    SANTA FE,NM87507     		  PUBLIC ARTS 300
    SEATTLE HUMANE SOCIETY
    13212 SE EASTGATE WAY
    BELLEVUE,WA98005     		  PUBLIC ANIMAL WELFARE 300
    PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS
    7155 E 38TH AVE
    DENVER,CO80207     		  PUBLIC MEDICAL 300
    HABITAT FOR HUMANITY
    121 HABITAT STREET
    AMERICUS,GA31709     		  PUBLIC HOMELESS 800
    WYATT EDISON CHARTER SCHOOL
    3620 FRANKLIN STREET
    DENVER,CO80205     		  PUBLIC EDUCATION 200
    BOYS AND GIRLS CLUB
    730 ALTO STREET
    SANTA FE,NM87501     		  PUBLIC CHILDREN'S WELFARE 300
    NEW MEXICO ENVIRONMENTAL LAW CENTER
    1405 LUISA STREET SUITE 5
    SANTA FE,NM87505     		  PUBLIC ENVIRONMENTAL 1,000
    AMERICAN RED CROSS
    PO BOX 4002018
    DES MOINES,IA50340     		  PUBLIC CIVIC 400
    KENSINGTON CONSERVATORY
    736 N WESTERN AVE PMB 346
    LAKE FOREST,IL60045     		  PUBLIC CIVIC 3,000
    LANDMARKS ILLINOIS
    53 WEST JACKSON BLVD STE 1315
    CHICAGO,IL60604     		  PUBLIC CIVIC 200
    SANTA FE FARMERS MARKET
    1607 PASEO DE PERALTA
    SANTA FE,NM87501     		  PUBLIC CIVIC 400
    SANTA FE CONSERVATION TRUST
    PO BOX 23985
    SANTA FE,NM87502     		  PUBLIC CIVIC 300
    GIRLS INC
    301 HILLSIDE AVENUE
    SANTA FE,NM87501     		  PUBLIC EDUCATION 1,000
    MATCH NEW MEXICO
    809 ST MICHAELS DRIVE
    SANTA FE,NM87505     		  PUBLIC CHILDREN 300
    FRED HUTCHINSON CANCER RESEARCH CENTER
    PO BOX 19024
    SEATTLE,WA98109     		  PUBLIC MEDICAL 6,400
    ENNEAGRAM PRISON PROJECT
    PO BOX 804
    LOS GATOS,CA95031     		  PUBLIC EDUCATION 300
    KENT DENVER SCHOOL
    4000 E QUINCY
    ENGLEWOOD,CO80113     		  PUBLIC EDUCATION 1,000
    BIG CITY MOUNTAINEERS
    710 10TH STREET 120
    GOLDEN,CO80401     		  PUBLIC CHILDREN 1,000
    NEW MEXICO PBS
    1130 UNIVERSITY BLVD SE
    ALBUQUERQUE,NM87131     		  PUBLIC CIVIC 500
    PLANNED PARENTHOOD OF NEW MEXICO
    730 S ST MICHAELS DR SUITE 4B
    SANTA FE,NM87505     		  PUBLIC MEDICAL 400
    THE SALVATION ARMY
    5040 N PULASKI ROAD
    CHICAGO,IL60630     		  PUBLIC HOMELESS 300
    CHARCOT-MARIE-TOOTH ASSOCIATION
    PO BOX 105
    GLENOLDEN,PA19036     		  PUBLIC MEDICAL 500
    WTTW 11
    5400 N SAINT LOUIS AVE
    CHICAGO,IL60625     		  PUBLIC CIVIC 1,000
    ATTENTION HOMES
    3080 BROADWAY ST
    DENVER,CO80304     		  PUBLIC HOMELESS 550
    WOUNDED WARRIOR PROJECT
    1 S NEVADA AVENUE STE 205
    COLORADO SPRINGS,CO80903     		  PUBLIC VETERAN'S WELFARE 500
    MAXFUND
    720 W 10TH AVE
    DENVER,CO80204     		  PUBLIC ANIMAL WELFARE 300
    RUSH HOUR CONCERTS
    65 E HURON ST
    CHICAGO,IL60611     		  PUBLIC ARTS 500
    THERE WITH CARE
    2825 WILDERNESS PLACE SUITE 100
    BOULDER,CO80301     		  PUBLIC MEDICAL 750
    COLORADO NONPROFIT DEV
    789 SHERMAN ST 250
    DENVER,CO80203     		  PUBLIC CIVIC 200
    COLORADO PUBLIC RADIO
    7409 S ALTON CT
    ENGLEWOOD,CO80112     		  PUBLIC CIVIC 500
    CVNM
    200 W DE VARGAS ST 1
    SANTA FE,NM87501     		  PUBLIC CIVIC 300
    WINGS OF AMERICA
    901 W SAN MATEO RD M
    SANTA FE,NM87505     		  PUBLIC CHILDREN 300
    SCHOOL OF ADVANCED RESEARCH
    660 GARCIA ST
    SANTA FE,NM87505     		  PUBLIC EDUCATION 300
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PL
    CHICAGO,IL60632     		  PUBLIC HOMELESS 1,000
    BLUE SKY BRIDGE
    PO BOX 19122
    BOULDER,CO80308     		  PUBLIC HOMELESS 600
    BAILY BOUSHAY HOUSE
    2720 E MADISON ST
    SEATTLE,WA98112     		  PUBLIC MEDICAL 300
    PARTNERS IN HEALTH
    PO BOX 996
    FREDERICK,MD21705     		  PUBLIC MEDICAL 500
    DAV CHARITABLE SERVICE TRUST
    3725 ALEXANDRIA PIKE
    NEWPORT,KY41076     		  PUBLIC VETERAN'S 2,000
    FRIENDS OF THE PARKS
    17 N STATE STREET 1450
    CHICAGO,IL60602     		  PUBLIC CIVIC 1,000
    HOME GROWN NEW MEXICO
    PO BOX 23482
    SANTA FE,NM87502     		  PUBLIC CIVIC 200
    LIVE LIKE JAKE FOUNDATION
    PO BOX 31652
    PBG,FL33420     		  PUBLIC EDUCATION 300
    STEM SANTA FE
    PO BOX 33103
    SANTA FE,NM87594     		  PUBLIC EDUCATION 300
    UNION OF CONCERNED SCIENTISTS
    2 BRATTLE SQUARE
    CAMBRIDGE,MA02138     		  PUBLIC ENVIROMENTAL 500
    DENVER RESCUE MISSION
    6100 SMITH ROAD
    DENVER,CO80216     		  PUBLIC HOMELESS 300
    PROJECT HEALING WATERS FLY FISHING
    PO BOX 695
    LAPLATA,MD20646     		  PUBLIC VETERAN'S WELFARE 300
    ESPANOLA VALLEY HUMANE SOCIETY
    108 HAMM PARKWAY
    ESPANOLA,NM87532     		  PUBLIC ANIMAL WELFARE 300
    DAIRY CENTER OF THE ARTS
    2590 WALNUT STREET
    BOULDER,CO80302     		  PUBLIC ARTS 500
    LABORATORY TO COMBAT HUMAN TRAFFICKING
    1031 33RD STREET
    DENVER,CO80205     		  PUBLIC CIVIC 600
    REBUILD AFRICA
    38 PORTER RD
    CAMBRIDGE,MA02140     		  PUBLIC CIVIC 600
    SANTA FE DREAMER'S PROJECT
    PO BOX 8009
    SANTA FE,NM87504     		  PUBLIC CIVIC 400
    THE NATHAN YIP FOUNDATION
    6295 GREENWOOD PLAZA BLVD SUITE 100
    GREENWOOD VILLAGE,CO80111     		  PUBLIC EDUCATION 300
    ADVENTURERS & SCIENTISTS FOR CONSERVATION
    PO BOX 1834
    BOZEMAN,MT59771     		  PUBLIC ENVIROMENTAL 500
    WASHINGTON NATIONAL PARK
    1904 3RD AVE SUITE 400
    SEATTLE,WA98101     		  PUBLIC ENVIROMENTAL 1,000
    Total .................................bullet 3a 50,300
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 22,993  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 25,679  
    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)..   48,672  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    48,672
    (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:  
    Part VI Line 7 -Original Return Overpayment: -750


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    DOUGLASS FAMILY FOUNDATION
    EIN:
    26-0348290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Kathryn A. Bradley, PC legal/tax prep 4,100 2,050   2,050

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    DOUGLASS FAMILY FOUNDATION
    EIN:
    26-0348290
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC IRELAND 3,727 3,948
    ACCENTURE PLC IRELAND 5,943 6,345
    ADOBE SYSTEMS INC 4,358 5,882
    ADVANCED AUTO PARTS 2,105 2,834
    AKAMAI TECHNOLOGIES 3,425 3,115
    ALPHABET INC CL A 8,592 9,405
    AMERICAN TOWER CORP 3,140 3,638
    AMERICAN WATER WORKS 3,358 3,812
    AMERIPRISE FINANCIAL INC 3,814 2,922
    ARISTA NETWORKS INC 3,773 4,846
    BLACKROCK INC 3,557 3,143
    BLACKROCK INC 4,892 3,928
    BROWN ADVISORY SUSTAINABLE GROWTH 60,625 53,402
    CBOE HOLDINGS 1,883 1,761
    CENTENE CORP 2,771 4,151
    CHEVRON CORP 6,794 6,310
    CHUBB LTD 3,785 3,746
    CITIZENS FINANCIAL 3,861 2,943
    COCA COLA CO COM 6,626 6,913
    COLGATE PALMOLIVE CO 4,890 4,107
    COMCAST CORP 3,122 3,235
    COMCAST CORP 7,043 6,606
    CRANE CO DE 3,890 3,392
    DANAHER CORP 3,787 4,331
    DIAGEO PLC 3,529 4,254
    ECOLAB INC 3,118 3,831
    EPAM SYSTEMS INC 2,082 3,364
    FACEBOOK INC CL A 3,680 2,753
    FLEX LTD 3,493 1,598
    FORTINET INC 1,752 2,958
    GARRETT MOTION 43 37
    HARTFORD SHORT DURATION FUND 21,699 21,411
    HEALTH CARE SELECT SECTOR SPDR 15,886 15,658
    HEALTH CARE SVCS GROUP 6,472 6,308
    HOME DEPOT 3,383 4,124
    HOME DEPOT INC 5,868 6,701
    HONEYWELL INTL INC 4,030 4,228
    HUDSON LTD CL A 1,125 892
    HUNTINGTON INGALLS INDS 5,296 3,997
    INTEL CORP 7,602 8,307
    INTERCONTINENTAL EXCHANGE GROUP 2,151 2,637
    INTL FLAVORS & FRAGRANCES 4,193 4,431
    ISHARES CORE MSCI EAFE 81,980 67,650
    ISHARES CORE MSCI EMERGING MARKETS 21,899 18,577
    ISHARES CORE S&P SAMLL-CAP 20,971 17,053
    ISHARES RUSSELL 1000 GROWTH IND 42,557 37,048
    ISHARES TIPS BOND 48,730 47,089
    ISHARES US FINANCIALS 16,054 13,934
    JAZZ PHARMACEUTICALS 4,023 3,719
    JOHNSON & JOHNSON 8,780 8,646
    JPMORGAN CHASE &CO 8,383 7,322
    KANSAS CITY STHN NEW 3,746 3,723
    KRANESHARES CSI CHINA INTERNET 10,716 6,825
    LENNOX INTL INC 2,752 3,502
    LINDE PLC 2,942 2,809
    LOCKHEED MARTIN 4,839 4,451
    LOGITECH INTL INC 3,213 2,190
    LOWES COMPANIES 2,613 3,140
    MARSH & MCLENNAN COS 4,116 4,626
    MCCORMICK & CO 3,493 4,873
    MCDONALDS CORP 4,726 5,860
    MEDTRONIC INC 3,357 4,002
    MEDTRONIC PLC 5,144 6,003
    MINDBODY INC CL A 2,471 2,402
    MICROSOFT CORP 8,641 8,532
    MICROSOFT CORP 8,475 11,376
    MONDELEZ INTL 4,076 3,683
    NEXTERA ENERGY INC 3,226 3,650
    NORTHERN TRUST CORP 5,574 4,765
    NOVARTIS AG SPON ADR 4,106 4,462
    O'REILLY AUTOMOTIVE INC 2,425 3,443
    PARKER HANNIFIN CORP 4,173 3,579
    PIMCO COMMODITY REAL RETURN FUND 29,522 24,082
    RED HAT INC 3,077 4,742
    REPUBLUC SERVICES INC 3,041 3,100
    RESIDEO TECHNOLOGIES 119 103
    ROCKWELL AUTOMATION INC 2,282 2,107
    ROCKWELL AUTOMATION INC 3,128 3,010
    SCHLUMBERGER 5,307 2,814
    SEALED AIR CORP 3,954 3,101
    SEMPER MBS TOTAL RETURN FUND 38,291 37,507
    SERVICE CORP INTL 4,396 5,274
    SS&C TECHNOLOGIES HLDGS 4,683 4,105
    SUNCOR ENERGY 5,823 5,035
    SUNTRUST BANKS 6,526 5,094
    SUPERNUS PHARMACEUTICALS INC 2,347 1,661
    TECHNIPFMC 2,972 1,899
    TEXAS INSTRUMENTS 4,597 4,631
    THERMO FISHER SCIENTIFIC INC 3,496 4,700
    TJX COS 2,499 2,863
    TRIPADVISOR INC 3,042 3,938
    UNION PACIFIC CORP 3,095 3,732
    UNITED HEALTH GROUP 6,438 6,975
    UNITED TECHNOLOGIES 3,135 2,981
    UNITED TECHNOLOGIES CORP 4,009 3,833
    VANGUARD MID-CAP 37,068 31,643
    VANGUARD VALUE ETF 95,056 87,176
    VF CORP 2,664 2,854
    VISA INC 6,522 8,312
    WALT DISNEY CO 5,172 5,373
    ZAYO GROUP HLDGS 4,875 3,152

    TY 2018 OtherAssetsSchedule
    Name:
    DOUGLASS FAMILY FOUNDATION
    EIN:
    26-0348290
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 386 285 285


    TY 2018 OtherIncomeSchedule2
    Name:
    DOUGLASS FAMILY FOUNDATION
    EIN:
    26-0348290
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CAPITAL GAINS 25,679    


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    DOUGLASS FAMILY FOUNDATION
    EIN:
    26-0348290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UBS FINANCIAL INVESTMENT FEES 9,461 4,730   4,731
    PASS THRU FEES INVESTMENT FEES 2 2    


    TY 2018 TaxesSchedule
    Name:
    DOUGLASS FAMILY FOUNDATION
    EIN:
    26-0348290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 482 482    
    PRIOR YEAR TAXES 992      
    ESTIMATED TAX PMTS 750