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
Henry L Kimelman Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

66-6012547
B Telephone number (see instructions)

(800) 839-1754
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$20,543,773J 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) 241,202
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,984 3,984  
4 Dividends and interest from securities... 449,648 449,648  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 295,104
b Gross sales price for all assets on line 6a 4,569,869
7 Capital gain net income (from Part IV, line 2)... 295,104
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)....... Click to see attachment 96,020 96,020  
12 Total. Add lines 1 through 11........ 1,085,958 844,756  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 86,967 86,967    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 32,594 6,608    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,870     7,870
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 66,621 11,874   54,747
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 194,052 105,449   62,617
25 Contributions, gifts, grants paid....... 910,008 910,008
26 Total expenses and disbursements. Add lines 24 and 25 1,104,060 105,449   972,625
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -18,102
b Net investment income (if negative, enter -0-) 739,307
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,415,257 961,172 961,172
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) 594,614 Click to see attachment570,211 588,823
b Investments—corporate stock (attach schedule)....... 11,192,719 Click to see attachment10,455,133 12,295,101
c Investments—corporate bonds (attach schedule)....... 3,989,009 Click to see attachment4,194,424 4,091,226
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 942,447 Click to see attachment1,931,570 2,607,451
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) 18,134,046 18,112,510 20,543,773
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
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 18,134,046 18,112,510
30 Total net assets or fund balances (see instructions)..... 18,134,046 18,112,510
31 Total liabilities and net assets/fund balances (see instructions). 18,134,046 18,112,510
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
18,134,046
2
Enter amount from Part I, line 27a .....................
2
-18,102
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
18,115,944
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,434
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
18,112,510
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 Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,569,869   4,288,586 281,283
b       13,821
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       281,283
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 295,104
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 842,665 20,866,767 0.040383
2016 580,117 19,008,989 0.030518
2015 339,533 10,057,930 0.033758
2014 316,944 5,389,513 0.058808
2013 266,572 5,369,060 0.04965
2
Total of line 1, column (d) .....................
2
0.213117
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
0.042623
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
21,603,374
5
Multiply line 4 by line 3......................
5
920,801
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,393
7
Add lines 5 and 6........................
7
928,194
8
Enter qualifying distributions from Part XII, line 4,.............
8
972,625
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 7,393
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 7,393
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 7,393
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 14,300
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 856
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,156
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 7,763
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet7,763 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)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Susan K Edwards Sec, Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Donald Kimelman Trustee, Pres
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    John D Kimelman Treas, Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    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
    OPPENHEIMER & CO INC Investment Mgmt 86,967
    85 BROAD STREET
    NEW YORK,NY10004
    Foundation Source Administrative 54,747
    55 Walls Drive 3rd fl
    Fairfield,CT06824
    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
    18,189,732
    b
    Average of monthly cash balances.......................
    1b
    1,187,297
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,555,330
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,932,359
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    21,932,359
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    328,985
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    21,603,374
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,080,169
    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
    1,080,169
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    7,393
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,393
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,072,776
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,072,776
    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
    1,072,776
    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
    972,625
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    972,625
    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
    7,393
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    965,232
    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 1,072,776
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 635,030
    b Total for prior years:2016, 2015, 2014  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 972,625
    a Applied to 2017, but not more than line 2a 635,030
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 337,595
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    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 ..........     		735,181
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    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
    A BETTER BALANCE
    80 MAIDEN LN RM 606
    NEW YORK,NY10038     		N/A PC General & Unrestricted 3,000
    ALI FORNEY CENTER
    224 W 35TH ST STE 1102
    NEW YORK,NY10001     		N/A PC General & Unrestricted 2,500
    AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO
    424 E 92ND ST
    NEW YORK,NY10128     		N/A PC General & Unrestricted 10,000
    AMNESTY INTERNATIONAL OF THE USA INC
    5 PENN PLZ 16TH FL
    NEW YORK,NY10001     		N/A PC Yemen fund 2,000
    ANIMAL CARE FUND
    PO BOX A
    E SMITHFIELD,PA18817     		N/A PC General & Unrestricted 2,000
    ARTS MID-HUDSON INC
    696 DUTCHESS TPKE STE F
    POUGHKEEPSIE,NY12603     		N/A PC Charitable Event 1,000
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY12504     		N/A PC student financial aid and support for programming at the fisher center for the performing arts 7,000
    BARTLETT ARBORETUM ASSOCIATION INC
    151 BROOKDALE RD
    STAMFORD,CT06903     		N/A PC General & Unrestricted 1,000
    BENCHMARK SCHOOL
    2107 N PROVIDENCE RD
    MEDIA,PA19063     		N/A PC General & Unrestricted 1,000
    BROOKLYN COMMUNITY BAIL FUND INC
    195 MONTAGUE ST FL 14
    BROOKLYN,NY11201     		N/A PC General & Unrestricted 2,000
    CATSKILL MOUNTAINKEEPER INC
    PO BOX 1000
    LIVINGSTON MANOR,NY12758     		N/A PC General & Unrestricted 2,500
    CENTER CITY DISTRICT FOUNDATION
    660 CHESTNUT ST
    PHILADELPHIA,PA19106     		N/A PC General & Unrestricted 2,000
    CHILD ABUSE PREVENTION CENTER INC
    35 VAN WAGNER RD
    POUGHKEEPSIE,NY12603     		N/A PC General & Unrestricted 10,000
    CHILDFUND INTERNATIONAL INC
    2821 EMERYWOOD PKWY
    RICHMOND,VA23294     		N/A PC General & Unrestricted 1,008
    CHILDRENS HOME SOCIETY OF FLORIDA South Coastal D
    3333 FOREST HILL BLVD
    WEST PALM BEACH,FL33406     		N/A PC Children's Christmas presents fund 1,000
    CLARK UNIVERSITY
    950 MAIN ST
    WORCESTER,MA01610     		N/A PC General & Unrestricted 1,000
    COLUMBIA-GREENE HOSPITAL FOUNDATION
    71 PROSPECT AVE
    HUDSON,NY12534     		N/A PC to purchase A refrigerator unit to store sexual assault kits & general support 4,000
    COLUMBUS ZOOLOGICAL PARK ASSOCIATION
    PO BOX 400
    POWELL,OH43065     		N/A PC General & Unrestricted 5,000
    COMMITTEE TO PROTECT JOURNALISTS INC
    330 7TH AVE 11TH FL
    NEW YORK,NY10001     		N/A PC General & Unrestricted 2,000
    COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY
    80 WASHINGTON ST STE 201
    POUGHKEEPSIE,NY12601     		N/A PC General & Unrestricted 10,000
    CONGREGATION RODEPH SHOLOM
    7 W 83RD ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 5,000
    CULTURAL COUNCIL OF PALM BEACH COUNTY INC
    601 LAKE AVE
    LAKE WORTH,FL33460     		N/A PC General & Unrestricted 1,000
    DUO DUO ANIMAL WELFARE PROJECT INC
    1030 E EL CAMINO REAL STE 302
    SUNNYVALE,CA94087     		N/A PC General & Unrestricted 2,000
    DWIGHT-ENGLEWOOD SCHOOL
    315 E PALISADE AVE
    ENGLEWOOD,NJ07631     		N/A PC General & Unrestricted 10,000
    EUGENE ONEILL MEMORIAL THEATER CENTER INC
    305 GREAT NECK RD
    WATERFORD,CT06385     		N/A PC General & Unrestricted 7,500
    FAMILY SERVICES INC
    29 N HAMILTON ST
    POUGHKEEPSIE,NY12601     		N/A PC General & Unrestricted 20,000
    FARM SANCTUARY INC
    PO BOX 150
    WATKINS GLEN,NY14891     		N/A PC General & Unrestricted 1,000
    FORWARD ASSOC INC
    125 MAIDEN LN 8TH FL
    NEW YORK,NY10038     		N/A PC General & Unrestricted 25,000
    FOUR FREEDOMS PARK CONSERVANCY INC
    750 LEXINGTON AVE 9TH FL
    NEW YORK,NY10022     		N/A PC General & Unrestricted 5,000
    FRIENDS OF RODEPH SHOLOM SCHOOL INC
    7 W 83RD ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 25,000
    FRIENDS OF SIVANANDA ASHRAM YOGA IN THE CARIBBEAN
    PO BOX N7550
    NASSAU,PARADISE ISLAND  
    BF     		N/A PC BOAT Project 5,000
    GALLERY AT RHINEBECK INC
    57 E MARKET ST APT3
    RHINEBECK,NY12572     		N/A PC General & Unrestricted 2,000
    GLYNWOOD CENTER INC
    PO BOX 157
    COLD SPRING,NY10516     		N/A PC General & Unrestricted 2,500
    GRACE SMITH HOUSE INC
    1 BROOKSIDE AVE
    POUGHKEEPSIE,NY12601     		N/A PC General & Unrestricted 10,000
    GREAT OAKS VILLAGE
    1718 E MICHIGAN ST
    ORLANDO,FL32806     		N/A GOV General & Unrestricted 2,000
    GROUNDTRUTH PROJECT INC
    10 GUEST ST
    BRIGHTON,MA02135     		N/A PC Report for America Program 25,000
    HALDANE SCHOOL FOUNDATION INC
    PO BOX 364
    COLD SPRING,NY10516     		N/A PC General & Unrestricted 2,500
    HAWTHORNE VALLEY ASSOCIATION INC
    327 RTE 21C
    GHENT,NY12075     		N/A PC the mobile market initiative, also known as Rolling grocer 4,000
    HEIFER INTERNATIONAL FOUNDATION
    1 WORLD AVE
    LITTLE ROCK,AR72202     		N/A PC General & Unrestricted 1,000
    HELO INCORPORATED
    1599 S ST APT 3
    COVENTRY,CT06238     		N/A PC Helo Haiti fund 3,500
    HELP ANIMALS INDIA
    19215 32ND AVE NE
    LK FOREST PK,WA98155     		N/A PC General & Unrestricted 7,000
    HIAS INC
    411 5TH AVE 10TH FL
    NEW YORK,NY10016     		N/A PC General & Unrestricted 10,000
    HILLSDALE FIRE COMPANY NO 1 INC
    PO BOX 328
    HILLSDALE,NY12529     		N/A PC General & Unrestricted 1,000
    HUDSON RIVER HOUSING
    313 MILL ST
    POUGHKEEPSIE,NY12601     		N/A PC General & Unrestricted 20,000
    HUMANE SOCIETY INTERNATIONAL
    1255 23RD ST NW STE 450
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 10,000
    HUMLA FUND
    PO BOX 454
    W STOCKBRIDGE,MA01266     		N/A PC General & Unrestricted 1,500
    JACOBS PILLOW DANCE FESTIVAL INC
    358 GEORGE CARTER RD
    BECKET,MA01223     		N/A PC special capital improvement project 2,000
    JOHN BARTRAM ASSOCIATION
    54TH LINDBERGH BLVD
    PHILADELPHIA,PA19143     		N/A PC General & Unrestricted 1,000
    LIFT INC
    999 N CAPITOL ST NE STE 310
    WASHINGTON,DC20002     		N/A PC General & Unrestricted 20,000
    MARET SCHOOL INC
    3000 CATHEDRAL AVE NW
    WASHINGTON,DC20008     		N/A PC General & Unrestricted 5,000
    MARSHALL PROJECT INC
    156 W 56TH ST STE 701
    NEW YORK,NY10019     		N/A PC General & Unrestricted 30,000
    MASS DESIGN GROUP
    334 BOYLSTON ST STE 400
    BOSTON,MA02116     		N/A PC General & Unrestricted 75,000
    MASTERY CHARTER SCHOOLS FOUNDATION
    5700 WAYNE AVE
    PHILADELPHIA,PA19144     		N/A PC General & Unrestricted 10,000
    MIAMI ARTS INC
    95 NW 23RD ST
    MIAMI,FL33127     		N/A PC General & Unrestricted 5,000
    MILL STREET LOFT INC
    45 PERSHING AVE
    POUGHKEEPSIE,NY12601     		N/A PC The Art Effect 10,000
    NATIONAL PUBLIC RADIO INC
    PO BOX 791490
    BALTIMORE,MD21279     		N/A PC international news coverage and the Transparency in Government Fund Program 60,000
    NEW DRAMATISTS INC
    424 W 44TH ST
    NEW YORK,NY10036     		N/A PC General & Unrestricted 3,000
    NEW YORK FOUNDATION FOR THE ARTS INC
    20 JAY ST STE 740
    BROOKLYN,NY11201     		N/A PC Betty Effect 2,000
    NORTON MUSEUM OF ART INC
    1450 S DIXIE HWY
    WEST PALM BCH,FL33401     		N/A PC General & Unrestricted 10,000
    OMEGA INSTITUTE FOR HOLISTIC STUDIES INC
    150 LAKE DR
    RHINEBECK,NY12572     		N/A PC Omega Art Center Program 25,000
    OMEGA INSTITUTE FOR HOLISTIC STUDIES INC
    150 LAKE DR
    RHINEBECK,NY12572     		N/A PC Omega Womens Leadership Center Program 25,000
    OPERA PHILADELPHIA
    1420 LOCUST ST STE 210
    PHILADELPHIA,PA19102     		N/A PC General & Unrestricted 10,000
    OPERA PHILADELPHIA
    1420 LOCUST ST STE 210
    PHILADELPHIA,PA19102     		N/A PC Charitable Event 25,000
    PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC
    501 FRONT ST
    NORFOLK,VA23510     		N/A PC General & Unrestricted 1,000
    PHILADELPHIA CLEF CLUB OF THE PERFORMING ARTS INC
    736 S BROAD ST 38
    PHILADELPHIA,PA19146     		N/A PC performances and master classes by Lou Cioci's band in philadelphia schools program 2,500
    PHILADELPHIA ENVIRONMENTAL FILM FESTIVAL
    7201 SHERMAN ST
    PHILADELPHIA,PA19119     		N/A PC General & Unrestricted 5,000
    PHILADELPHIA MUSEUM OF ART
    PO BOX 7646
    PHILADELPHIA,PA19101     		N/A PC General & Unrestricted 10,000
    PHILADELPHIA ORCHESTRA ASSOCIATION
    1 S BROAD ST 14TH FL
    PHILADELPHIA,PA19107     		N/A PC General & Unrestricted 5,000
    PRO PUBLICA INC
    155 AVE OF THE AMERICAS 13TH FL
    NEW YORK,NY10013     		N/A PC General & Unrestricted 50,000
    PROJECT HOME
    1515 FAIRMOUNT AVE
    PHILADELPHIA,PA19130     		N/A PC Hub of Hope service center in Suburban Station 2,500
    REGIONAL FOOD BANK OF N E NY INC
    965 ALBANY SHAKER RD
    LATHAM,NY12110     		N/A PC Columbia County 1,000
    RODEPH SHALOM CONGREGATION
    615 N BROAD ST
    PHILADELPHIA,PA19123     		N/A PC General & Unrestricted 1,000
    SAINT PAUL AREA SYNOD OF THE EVANGELICAL LUTHERAN
    105 UNIVERSITY AVE W
    SAINT PAUL,MN55103     		N/A PC Beg Kwa Bega Program 3,000
    SAMUEL S FLEISHER ART MEMORIAL INC
    PO BOX 7646
    PHILADELPHIA,PA19101     		N/A PC General & Unrestricted 5,000
    SAVE THE CHILDREN FEDERATION INC
    501 KINGS HWY E STE 400
    FAIRFIELD,CT06825     		N/A PC for support of the Emergency Health Unit 50,000
    SOULSVILLE
    926 E MCLEMORE AVE
    MEMPHIS,TN38106     		N/A PC General & Unrestricted 1,000
    SOUTHERN POVERTY LAW CENTER INC
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		N/A PC General & Unrestricted 10,000
    SPACE ON THE FARM INC
    PO BOX 699
    NEW YORK,NY10013     		N/A PC General & Unrestricted 3,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    262 DANNY THOMAS PL
    MEMPHIS,TN38105     		N/A PC General & Unrestricted 1,000
    ST THOMAS RESCUE INC
    PO BOX 301934
    ST THOMAS,VI00803     		N/A PC General & Unrestricted 15,000
    SUPPORT EDUCATION WORLDWIDE
    6400 NE HWY 99
    VANCOUVER,WA98665     		N/A PC Sister Zeph charity 2,000
    SUSTAINABLE PRESERVATION INITIATIVE
    277 FAIRFIELD RD STE 207
    FAIRFIELD,NJ07004     		N/A PC General & Unrestricted 3,000
    THE ARMORY ART CENTER INC
    811 PARK PL
    WEST PALM BCH,FL33401     		N/A PC General & Unrestricted 2,000
    THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC
    800 N MAIN ST PO BOX 400
    SHEFFIELD,MA01257     		N/A PC General & Unrestricted 5,000
    THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC
    800 N MAIN ST PO BOX 400
    SHEFFIELD,MA01257     		N/A PC the fund for Columbia County 3,000
    THE BONE MARROW FOUNDATION INC
    515 MADISON AVE STE 1130
    NEW YORK,NY10022     		N/A PC General & Unrestricted 10,000
    THE DETROIT INSTITUTE OF ARTS
    5200 WOODWARD AVE
    DETROIT,MI48202     		N/A PC Memorial Grant in Honour of Robert Edwards 1,000
    THE FREE LIBRARY OF PHILADELPHIA
    1901 VINE ST STE 111
    PHILADELPHIA,PA19103     		N/A PC Parkway Central Renovation Project 25,000
    THE TREVOR PROJECT INC
    8704 SANTA MONICA BLVD
    WEST HOLLYWOOD,CA90069     		N/A PC General & Unrestricted 2,000
    THE WOMENS PROJECT & PRODUCTIONS
    55 W END AVE
    NEW YORK,NY10023     		N/A PC General & Unrestricted 3,000
    THEATRE OF THE EMERGING AMERICAN MOMENT
    138 S OXFORD ST STE 1C
    BROOKLYN,NY11217     		N/A PC General & Unrestricted 3,000
    TOOLS & TIARAS INC
    1103 BEAR DR
    BUSHKILL,PA18324     		N/A PC General & Unrestricted 1,000
    TPF SPECIAL ASSETS FUND
    1835 MARKET ST STE 2410
    PHILADELPHIA,PA19103     		N/A SO I The Lenfest Institute for Journalism 30,000
    TRINITY PREPARATORY SCHOOL OF FLORIDA INC
    5700 TRINITY PREP LN
    WINTER PARK,FL32792     		N/A PC General & Unrestricted 2,000
    TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW
    516 W 168TH ST 3RD FL
    NEW YORK,NY10032     		N/A PC The Brain Tumor Center of Columbia's Neurology Surgery division 1,000
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024     		N/A PC General & Unrestricted 10,000
    UPPER HUDSON PLANNED PARENTHOOD INC
    855 CENTRAL AVE
    ALBANY,NY12206     		N/A PC General & Unrestricted 1,000
    V-DAY
    4104 24TH ST 4515
    SAN FRANCISCO,CA94114     		N/A PC General & Unrestricted 5,000
    VOLUNTEERS OF AMERICA INC
    135 W 50TH ST FL 9
    NEW YORK,NY10020     		N/A PC General & Unrestricted 5,000
    WAMC
    318 CENTRAL AVE
    ALBANY,NY12206     		N/A PC General & Unrestricted 5,000
    WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY
    525 E 68TH ST
    NEW YORK,NY10065     		N/A PC Medical College for medical research 1,000
    WEST SIDE CENTER FOR COMMUNITY LIFE INC
    263 W 86TH ST
    NEW YORK,NY10024     		N/A PC General & Unrestricted 1,000
    WHYY INC
    150 N 6TH ST
    PHILADELPHIA,PA19106     		N/A PC local journalistic activities 2,500
    WIKIMEDIA FOUNDATION INC
    PO BOX 98204
    WASHINGTON,DC20090     		N/A PC General & Unrestricted 1,000
    WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLI
    3000 W SCHOOL HOUSE LN
    PHILADELPHIA,PA19144     		N/A PC General & Unrestricted 1,000
    WILMA THEATER INC
    265 S BROAD ST
    PHILADELPHIA,PA19107     		N/A PC General & Unrestricted 5,000
    WOODSTOCK ARTISTS ASSOCIATION INC
    28 TINKER ST
    WOODSTOCK,NY12498     		N/A PC General & Unrestricted 5,000
    WOODSTOCK ARTISTS ASSOCIATION INC
    28 TINKER ST
    WOODSTOCK,NY12498     		N/A PC Education Program 1,000
    WOODSTOCK ARTISTS ASSOCIATION INC
    28 TINKER ST
    WOODSTOCK,NY12498     		N/A PC Education program 3,000
    YALE UNIVERSITY ALUMNI FUND
    PO BOX 1890
    NEW HAVEN,CT06508     		N/A PC General & Unrestricted 1,000
    YOUNG SCHOLARS CHARTER SCHOOL INC
    900 N MARSHALL ST
    PHILADELPHIA,PA19123     		N/A PC General & Unrestricted 1,000
    YOUTH AND FAMILY ALLIANCE
    3700 S 1ST ST
    AUSTIN,TX78704     		N/A PC LifeWorks Housing 5,000
    YOUTH SENTENCING & REENTRY PROJECT INC
    1528 WALNUT ST STE 515
    PHILADELPHIA,PA19102     		N/A PC General & Unrestricted 1,000
    Total .................................bullet 3a 910,008
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 3,984  
    4 Dividends and interest from securities....     14 449,648  
    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 ............     		    18 295,104  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		    14 -9,933  
    bANNUITY INCOME     14 82,708  
    cINCOME FROM IRONWOOD MULTI-STRATEGY FUND     14 23,245  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   844,756  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    844,756
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    Henry L Kimelman Family Foundation
     
    Employer identification number

    66-6012547
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    Henry L Kimelman Family Foundation
          		Employer identification number
    66-6012547
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Henry Kimelman Marital Trust  
    2212 St James street
     
    Philadelphia, PA19103

    		$ 241,202


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    Henry L Kimelman Family Foundation
          		Employer identification number

    66-6012547
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    Henry L Kimelman Family Foundation
          		Employer identification number

    66-6012547
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AFLAC INC SR NT - 3.625% - 06/ 14,953 15,050
    AIG INC - 4.872% - 06/01/2022 27,411 25,938
    ALLY BK MIDVALE UTAH - 1.700% 180,000 179,385
    AMC ENTMT INC - 0.000% - 06/15 6,938 6,160
    AMER INTERNATIONAL GROUP INC - 25,890 24,990
    AMERICAN EXPRESS CO NOTE - 2.5 12,034 11,582
    ANHEUSER BUSCH - 2.650% - 02/0 50,127 49,170
    AT&T INC - 2.800% - 02/17/2021 25,713 24,688
    AT&T INC BOND - 4.600% - 02/15 37,013 35,798
    AVALONBAY COMMUNITIES - 3.500% 50,477 49,301
    AVIS BUDGET CAR RENT LLC - 5.5 5,901 5,790
    B AND G FOODS - 5.250% - 04/01 14,885 14,880
    BALL CORP - 4.000% - 11/15/202 4,806 4,863
    BANK AMER CORP - 3.500% - 04/1 38,940 38,494
    BANK OF AMERICA CORP - 2.503% 21,419 21,182
    BANK OF MONTREAL MTN - 1.900% 14,894 14,488
    BMW BK NORTH AMER SALT LAKE - 179,999 179,830
    BOYD GAMING CORP - 6.875% - 05 11,743 11,110
    BP CAP MKTS P L C - 2.500% - 1 35,482 33,858
    CARNIVAL CORP - 3.950% - 10/15 52,585 50,645
    CCO HOLDING LLC - 5.250% - 09/ 5,007 4,956
    CENTURYLINK INC - 5.800% - 03/ 16,206 16,363
    CHEVRON CORP - 3.191% - 06/24/ 76,707 74,882
    CITIBANK NATIONAL ASSOCIATION 150,000 149,997
    CITIGROUP INC - 1.875% - 03/31 21,945 21,305
    CITIGROUP INC NOTE - 2.700% - 39,670 38,558
    CITIZENS BK NA PROVIDENCE, RI 100,000 99,982
    COMCAST CORP NOTE - 3.950% - 1 27,959 28,332
    CONCHO RES INC - 3.750% - 10/0 31,620 31,065
    CROWN AMERICAS NOTE - 4.500% - 18,126 17,573
    DAVITA HEALTHCARE PTNRS - 5.12 16,074 15,000
    DEERE JOHN CAP CORP BOND - 2.8 48,935 48,886
    DIGITAL RLTY TR - 3.625% - 10/ 29,016 29,716
    DISCOVER BK CD - 2.750% - 06/0 209,999 209,661
    DISCOVERY COMMUNICATIONS NOTE 75,128 73,523
    DOLPHIN SUBSIDIARY II INC - 7. 7,143 7,314
    ENERGY TRANSFER PARTNERS - 3.6 32,636 31,793
    EQUINIX INC NOTE - 5.375% - 04 7,121 6,965
    ERP OPER LTD - 3.250% - 08/01/ 89,498 85,241
    FORD MOTOR COMPANY - 4.346% - 70,382 60,575
    GAP INC - 5.950% - 04/12/2021 22,095 20,422
    GE CAP CORP - 3.100% - 01/09/2 10,568 9,345
    GENERAL ELECTRIC CO - 2.700% - 7,087 6,496
    GENERAL ELECTRIC CO MTN - 2.20 45,974 44,345
    GLP CAPITAL LP - 5.375% - 11/0 5,262 5,069
    GOLDMAN SACHS - 2.625% - 04/25 22,067 21,427
    GOLDMAN SACHS GROUP - 3.200% - 39,980 38,798
    GOODYEAR TIRE &RUBR CO NOTE - 3,006 2,633
    GRAPHIC PACKAGING CORP COM STK 24,093 23,500
    HANMI BK LOS ANGELES, CA - 2.8 180,000 180,015
    HCA INC - 5.875% - 03/15/2022 5,394 5,125
    HCP INC - 3.400% - 02/01/2025 21,025 19,873
    HEALTHSOUTH - 5.750% - 11/01/2 7,050 6,930
    HOME DEPOT - 2.625% - 06/01/20 50,414 49,476
    HOME TR BK CLYDE - 4.000% - 08 110,695 102,184
    HUNTSMAN INTL - 4.875% - 11/15 9,472 10,025
    INGLES MKTS INC - 5.750% - 06/ 7,092 6,913
    IRON MOUNTAIN INC BOND - 5.750 7,220 6,650
    JP MORGAN CHASE - 3.125% - 01/ 48,209 47,636
    JPMORGAN - 2.550% - 03/01/2021 21,984 21,690
    KIMCO RLTY CORP NOTE CALL - 2. 11,042 10,793
    LEVI STRAUSS &CO - 5.000% - 05 35,175 34,125
    LIBERTY MEDIA NOTE - 8.500% - 6,359 6,030
    LOUISIANA PAC CORP - 4.875% - 15,075 14,475
    LYONDELLBASELL INDUSTRIES - 5. 14,267 13,014
    MARRIOTT INTL - 2.300% - 01/15 20,110 19,228
    MARRIOTT INTL INC - 4.150% - 1 49,918 50,085
    MASCO CORP - 4.450% - 04/01/20 5,041 5,009
    MGM RESORTS INTERNATIONAL - 7. 4,365 4,255
    MORGAN STANLEY - 2.100% - 08/2 180,000 179,434
    MORGAN STANLEY FR - 3.700% - 1 39,448 39,336
    MORGAN STANLEY MTN - 2.750% - 22,118 21,403
    MURPHY OIL CP HLDG - 5.625% - 15,568 14,400
    NABORS INDUSTRIES LTD - 5.100% 5,805 4,557
    NOBLE ENERGY INC - 3.900% - 11 59,099 57,152
    NUSTAR LOGISTICS - 4.750% - 02 1,931 1,890
    NUSTAR NOTE - 4.800% - 09/01/2 9,546 9,800
    OCCIDENTAL PETROLEUM - 2.700% 6,920 6,785
    OMNICOM GROUP NOTE - 4.450% - 15,884 15,256
    PACKAGING CORP AMER - 3.900% - 13,310 13,125
    PENSKE AUTOMOTIVE GRP INC - 5. 6,060 5,618
    PHILLIPS 66 - 4.300% - 04/01/2 37,153 35,932
    POLYONE CORP NOTE - 5.250% - 0 8,929 8,685
    PREFERRED BK LOS ANGELES, CA - 150,000 150,042
    QVC INC - 4.450% - 02/15/2025 7,592 7,372
    RADIAN GROUP INC - 5.500% - 06 1,979 1,998
    REPUBLIC SVCS INC NT - 3.550% 32,208 30,125
    SOUTHERN PWR CO NOTE - 0.000% 14,929 14,774
    SOUTHWEST AIRLINES CO - 3.000% 42,721 41,997
    SPECTRUM BRANDS INC NOTE CALL 5,363 4,749
    TEMPUR SEALY - 5.500% - 06/15/ 5,910 5,475
    TOLL BROTHERS - 5.625% - 01/15 10,525 9,800
    TRANSCANADA PIPELINES - 3.750% 37,508 34,873
    TYSON FOODS INC SR NT - 3.950% 52,697 50,704
    U S BANCORP MTNS BK ENT - 3.00 25,447 24,843
    UBS SALT LAKE CD - 2.800% - 08 180,000 179,572
    UMPQUA BANK ROSEBURGOR CD - 2. 209,999 209,655
    UNDER ARMOUR INC - 3.250% - 06 76,328 62,834
    UNITED RENTALS - 5.500% - 05/1 17,000 15,768
    UNIVERSAL HOSPITAL SERV NOTE - 10,567 10,918
    WALGREENS BOOTS ALLIANCE - 3.8 73,973 69,920
    WASTE MGMT INC - 2.400% - 05/1 76,387 71,934
    WELLS FARGO & CO - 3.000% - 10 6,866 6,480
    WELLS FARGO CO MTN BE - 2.150% 40,233 39,565

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2U INC 17,270 14,817
    3M CO 10,618 12,766
    ABB LTD 13,170 13,174
    ABBOTT LABS 25,516 43,326
    ACUITY BRANDS INC 19,935 11,840
    ADIDAS AG 804 730
    ADVANCE AUTO PARTS INC 24,360 39,680
    AIA GROUP LTD ADR 3,483 3,189
    ALERIAN MLP ETF 80,575 43,650
    ALFA LAVAL AB 1,263 1,097
    ALLIANZ SE ADR 17,829 22,577
    ALLY FINANCIAL INC 35,409 37,117
    ALPHABET INC CL A 7,948 11,495
    ALPHABET INC CL C 7,723 11,392
    AMAZON COM 16,205 30,039
    AMBEV SA 972 768
    AMER INTERNATIONAL GROUP INC 54,971 42,996
    AMERISOURCEBERGEN CORP 48,388 43,003
    ANALOG DEVICES INC 24,244 24,805
    ANSYS INC 12,417 18,010
    ANTERO RESOURCES CORPORATION 40,081 18,329
    ASE TECHNOLOGY HOLDINGS CO LTD 21,186 15,394
    ASPEN PHARMACARE HOLDINGS LTD 1,109 478
    ASTRAZENECA 21,760 28,485
    ATLAS COPCO AB A SHS ADR 1,337 814
    AXA EQUITABLE HOLDINGS, INC. 21,596 19,906
    BAE SYSTEMS PLC 21,765 18,127
    BAIDU.COM - ADR 3,746 2,379
    BAKER HUGHES A GE COMPANY 49,323 28,853
    BANCO BILBAO ARG SA 2,531 1,661
    BANCO ITAU HOLDING FINANCIERA 1,861 1,755
    BANK OF AMERICA CORP 25,350 43,169
    BARON EMERGING MARKETS FUND 116,152 104,654
    BAYER A G SPONSORED ADR 3,950 2,319
    BAYERISCHE MOTOREN WERKE AG AD 1,301 944
    BCE INC 16,237 14,982
    BEACON ROOFING SUPPLY, INC 9,989 7,486
    BERKSHIRE HATHAWAY INC. CLASS 55,067 86,164
    BNP PARIBAS SPONS ADR 10,354 9,534
    BOC HK HLDGS LTD S/ADR 11,189 9,834
    BRITISH AMERICAN TOBACCO PLC 23,174 13,126
    CANADIAN NATL RAILWAY CO 2,097 2,001
    CENTURYLINK INC 77,675 72,387
    CHECK POINT SOFTWARE TECHNOLOG 2,526 2,669
    CHEMED CORP 11,785 19,830
    CHINA PETRO & CHEM 20,059 16,732
    CISCO SYSTEMS INC 15,625 18,459
    CITIGROUP INC 76,023 80,745
    CLOROX CO 213,750 308,280
    COSTAR GROUP, INC 17,724 28,674
    COTY INC 17,504 10,122
    DAIMLER AG ADR 18,393 12,074
    DASSAULT SYS SA SPN ADR 2,201 1,995
    DAVITA HEALTHCARE PARTNERS INC 20,909 16,056
    DBS GROUP HLDGS SPON ADR 3,171 2,440
    DEUTSCHE TELE AG ADS 10,205 10,290
    DEVON ENERGY CORPORATION 26,892 17,018
    DIAGEO PLC ADS 16,612 22,830
    DXC TECHNOLOGY COMPANY 14,893 14,196
    ECOLAB INC 24,895 30,649
    ELI LILLY & CO 28,862 45,131
    ENGIE 8,318 7,561
    EPIROC AB 362 367
    EVOLENT HEALTH INC 13,788 12,010
    FAIRFAX FINL HLDGS LTD 82,611 73,933
    FANUC LIMITED UNSPONSORED 2,857 2,003
    FASTENAL COMPANY 20,118 25,570
    FINANCIAL SELECT SECTOR SPDR F 121,995 142,920
    FISERV INC 21,444 31,086
    FIVE BELOW INC 8,736 18,725
    FOMENTO ECONOMICO MEXICANO 827 861
    FORD MOTOR COMPANY 121,355 61,200
    FREEPORT-MCMORAN COPPER & GOLD 8,990 12,640
    FRESENIUS MED CAR AG 2,126 1,360
    FUCHS PETROLUB SE 1,180 905
    GENERAL MOTORS 57,285 58,170
    GENTEX CORPORATION 10,561 13,440
    GLAXOSMITHKLINE PLC 20,708 19,716
    GLOBANT SA 12,850 16,783
    GOLDMAN SACHS TREASURYACCESS 0 338,941 339,069
    GRAND CANYON EDUCATION, INC 12,580 24,516
    GRIFOLS SA REP 1/2 CL B 895 808
    GROUPE DANONE ADS 63,422 65,776
    GRUPO FIN ADR 1,243 956
    GUIDEWIRE SOFTWARE INC 16,389 14,441
    HDFC BANK LTD ADR 960 1,036
    HEALTHCARE SVCS GROUP INC 26,293 26,760
    HEICO CORP 11,978 27,350
    HENRY SCHEIN INC 12,871 11,307
    HEWLETT PACKARD ENTERPRISE CO 26,220 33,553
    HONDA MOTOR CO LTD 7,552 6,692
    HSBC HOLDINGS PLC 17,623 18,869
    ICICI BK LTD ADS 1,024 1,235
    IHS MARKIT LTD 15,138 20,915
    IMPERIAL BRANDS PL 23,724 17,671
    INFINEON TECH ADS 2,511 2,179
    INT'L FLAVORS & FRAGRANCES INC 11,478 12,621
    INTERNATIONAL BUSINESS MACHINE 48,315 39,216
    INVESCO QQQ TRUST 835,694 1,239,480
    ISHARES MSCI EMERGING MARKETS 322,180 370,758
    ISHARES TR DJ SEL DIVIDEND INX 436,977 529,698
    ISHARES TRUST MSCI EAFE INDEX 649,207 650,048
    JGC CORP ADR 1,331 757
    JOHNSON & JOHNSON 434,814 562,013
    JP MORGAN CHASE 39,810 65,796
    JSC MMC NRLSK NICKL SPON ADR 14,389 14,318
    KOMATSU LTD 786 711
    KROGER CO 16,056 17,133
    KUBOTA CORPORATION 932 775
    L'AIR LIQUIDE ADR OTC 2,345 2,220
    L'OREAL ADR 2,302 2,192
    LIBERTY GLOBAL PLC - SERIES C 109,790 81,012
    LIBERTY LATIN AMERICA (FORMERL 4,566 1,996
    LINCOLN NATIONAL CORP 32,819 37,456
    LINDE PLC COM 10,501 14,044
    LKQ CORPORATION 9,577 7,641
    LLOYDS BANKING GROUP PLC 15,410 10,035
    LONZA GROUP AG UNSP/ADR 1,616 1,585
    LVMH MOET HENN UNSP 1,673 1,403
    MAGNA INTERNATIONAL INC 43,378 43,405
    MANULIFE FIN CORP 10,763 9,323
    MERCK & CO INC 21,296 29,341
    METLIFE INC 16,696 16,752
    MICHELIN CIE GEN UNSP/ADR 17,100 15,935
    MICROSOFT CORP 354,632 820,178
    MSC INDUSTRIAL DRCT 37,808 43,229
    MUENCHENER RUECKVERS 16,645 19,119
    NASPERS LTD N SPONS ADR 2,381 1,943
    NATIONAL INSTRUMENTS CORPORATI 15,385 23,643
    NEOGEN CORPORATION 7,309 9,690
    NESTLE S.A 23,854 26,393
    NETFLIX INC 17,867 12,580
    NEWELL RUBBERMAID INC 45,372 29,725
    NIPPON TELEGRAPH & TELEPHONE C 19,207 18,247
    NN GROUP N.V. 18,956 18,806
    NOBLE ENERGY INC 40,318 24,707
    NOVARTIS AG ADR 22,840 24,198
    NOVOZYMES A/S UNSP/ADR 842 806
    NVIDIA CORP 17,669 8,811
    ORKLA ASA SPON ADR 3,550 3,348
    PAYCOM SOFTWARE 15,396 18,000
    PFIZER INC 287,100 458,325
    PIMCO ALL ASSET CLASS C 100,000 88,412
    POWER CORPORATION OF CANADA 22,163 22,234
    PROSIEBENSAT.1 MEDIA 19,126 7,859
    PROTO LABS INC 18,985 30,002
    QUALCOMM INC 44,804 45,243
    REAL ESTATE SELECT SECTOR SPDR 26,633 25,854
    RECKITT BENCKISER GROUP 10,466 8,972
    RELIANCE STL & ALMN 33,734 37,934
    RESOLUTE FOREST PRODUCTS INC 22,514 20,658
    RITCHIE BROS AUCTIONEERS 22,513 26,143
    ROCHE HOLDING LTD ADR 42,683 42,238
    ROLLINS INC 16,545 29,349
    ROYAL DUTCH SHEL PLC SPONS ADR 17,966 18,761
    SALESFORCE.COM 18,673 31,640
    SANOFI-AVENTIS SPONSORED ADR 10,796 11,113
    SAP AKTIENGESELL ADS 2,883 2,588
    SASOL LTD 926 762
    SCHLUMBERGER LTD 1,583 830
    SIEMENS AG 20,084 20,581
    SINGAPORE TELE ADR 5,518 4,386
    SMITH A O CORP DEL COM 15,023 9,821
    SMITHS GROUP ORD 37.5P 18,803 18,224
    SMURFIT KAPPA 16,425 14,799
    SNAP ON INC 17,931 15,546
    SONIC HEALTHCARE LTD SHS 18,486 19,089
    SONOVA HOLDING AG AD 1,088 1,082
    SPDR DOW JONES INDUSTRIAL AVER 610,658 806,872
    SPDR GOLD SHARES 383,172 406,188
    SPDR S&P 500 ETF TRUST 1,147,583 1,413,549
    SPX CORPORATION 19,226 30,447
    SPX FLOW INC 40,399 41,949
    SSE PLC SPON ADR 10,602 7,174
    STARBUCKS CORP COM 24,626 27,563
    SYMRISE AG UNSPONSORED 1,253 1,148
    SYSMEX CORP UNSP ASDR 1,644 878
    TAIWAN SEMICONDUCTOR MFG CO LT 3,573 3,433
    TAPESTRY INC 36,447 30,544
    TELEFONICA BRASIL, S.A 21,382 16,869
    TEMENOS GROUP AG 1,167 970
    TEMPLETON DRAGON FUND 106,856 74,800
    TEMPLETON GLOBAL BOND FUND, CL 183,562 163,374
    TENARIS SA-ADR 750 426
    TOTAL FINA ELF S.A 15,207 17,115
    TYLER TECHNOLOGIES, INC 23,236 21,369
    UBS AG 20,039 15,178
    ULTIMATE SOFTWARE GROUP, INC. 19,259 24,487
    UNILEVER N V N Y 17,386 22,058
    UNILEVER PLC AMER 1,675 1,568
    UNITED OVRSEAS BK LTD ADR 12,212 15,784
    UNITEDHEALTH GROUP INC 14,249 25,410
    VEEVA SYSTEMS INC 8,049 18,579
    VERISK ANALYTICS, INC 19,489 25,842
    VERIZON COMMUNICATIONS 187,040 252,990
    VERMILION ENERGY 14,924 8,849
    VISA INC 14,098 17,416
    VODAFONE GROUP PLC 145,998 101,181
    WALGREENS BOOTS ALLIANCE 20,667 17,971
    WEATHERFORD INTL 36,761 5,049
    WEIBO CORPORATION 2,374 1,344
    WEST PHARMA SVCS INC 21,142 21,861
    YANDEX N V 837 821
    ZIMMER BIOMET HOLDINGS 42,394 38,480
    ZURICH INS GROU ADR 20,480 22,208

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    US Government Securities - End of Year Book Value:

    367,418
    US Government Securities - End of Year Fair Market Value:

    366,882
    State & Local Government Securities - End of Year Book Value:


    202,793
    State & Local Government Securities - End of Year Fair Market Value:


    221,941


    TY 2018 InvestmentsOtherSchedule2
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ADVANTAGE ADVISERS XANTHUS FUN   351,825 782,607
    IRONWOOD MULTI-STRATEGY FUND   238,000 479,102
    KL SPECIAL OPPORTUNITIES FUND,   635,000 738,997
    AXA EQUIITABLE LIFE INSURANCE   706,745 606,745

    TY 2018 OtherDecreasesSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Description Amount
    PRIOR PERIOD ADJUSTMENT 3,434


    TY 2018 OtherExpensesSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 54,747     54,747
    Bank Charges 1,400 1,400    
    K-1 Exp ADVANTAGE ADVISERS XAN 10,474 10,474    


    TY 2018 OtherIncomeSchedule2
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss ADVANTAGE ADVISERS XANTHUS -9,933 -9,933  
    Annuity Income 82,708 82,708  
    income from ironwood multi-strategy fund 23,245 23,245  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 86,967 86,967    


    TY 2018 TaxesSchedule
    Name:
    Henry L Kimelman Family Foundation
    EIN:
    66-6012547
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2018 14,300      
    990-PF Excise Tax for 2017 34      
    990-PF Extension for 2017 11,652      
    Foreign Tax Paid 6,608 6,608