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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 12-01-2017 , and ending 11-30-2018
Name of foundation
Henry Nias Foundation Inc
c/o Richard Edelman
% RICHARD EDELMAN
Number and street (or P.O. box number if mail is not delivered to street address)180 East Prospect Avenue
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Mamaroneck, NY10543
A Employer identification number

13-6075785
B Telephone number (see instructions)

(910) 947-5460
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$35,224,824J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 712,954 712,954  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 2,685,494
b Gross sales price for all assets on line 6a 5,652,865
7 Capital gain net income (from Part IV, line 2)... 2,686,673
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,398,448 3,399,627  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 366,000 183,000   183,000
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 23,250 11,625   11,625
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 121,438      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,520     5,520
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 516,208 194,625   200,145
25 Contributions, gifts, grants paid....... 1,212,000 1,212,000
26 Total expenses and disbursements. Add lines 24 and 25 1,728,208 194,625   1,412,145
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,670,240
b Net investment income (if negative, enter -0-) 3,205,002
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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......... 2,702 106,370 106,370
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 25,378,140 Click to see attachment35,118,454 35,118,454
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,855,410    
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) 34,236,252 35,224,824 35,224,824
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 34,236,252 35,224,824
30 Total liabilities and net assets/fund balances (see instructions). 34,236,252 35,224,824
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
34,236,252
2
Enter amount from Part I, line 27a .....................
2
1,670,240
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
35,906,492
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
681,668
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
35,224,824
Form 990-PF (2019)
Form 990-PF (2019)
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 UBS LONG-TERM - INFO AVAILABLE UPON REQUEST P   2017-11-30
b
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 4,480,044   1,793,371 2,686,673
b
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       2,686,673
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 2,686,673
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))
2018 1,270,576 32,072,927 0.039615
2017 1,204,054 29,436,777 0.040903
2016 1,209,485 30,620,006 0.0395
2015 1,224,126 29,759,409 0.041134
2014 1,101,834 26,022,637 0.042341
2
Total of line 1, column (d) .....................
2
0.203493
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
0.040699
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
34,727,719
5
Multiply line 4 by line 3......................
5
1,413,383
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
32,050
7
Add lines 5 and 6........................
7
1,445,433
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,412,145
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 (2019)
Form 990-PF (2019)
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 64,100
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 64,100
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 64,100
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 69,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 69,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 526
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 4,374
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet4,374 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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 ofbulletRICHARD EDELMAN Telephone no.bullet (910) 947-5460

    Located atbullet277 GLENDALE DRIVECARTHAGENC ZIP+4bullet28327
    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 2019, 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    CHARLES D FLEISHMAN PRESIDENT
    40.0     		87,000 0 0
    180 East Prospect Avenue
    Mamaroneck,NY10543
    RICHARD J EDELMAN TREASURER
    30.0     		79,000 0 0
    180 East Prospect Avenue
    Mamaroneck,NY10543
    BETH ZWEIBEL Director
    20.0     		50,000 0 0
    180 East Prospect Avenue
    Mamaroneck,NY10543
    Catherine L Edelman Director
    20.0     		50,000 0 0
    180 East Prospect Avenue
    Mamaroneck,NY10543
    Ellen Fleischman-Litsky Director
    20.0     		50,000 0 0
    180 East Prospect Avenue
    Mamaroneck,NY10543
    VICTORIA E TATE Director
    20.0     		50,000 0 0
    180 East Prospect Avenue
    Mamaroneck,NY10543
    VIrgina Edelman Director
    20.0     		0 0 0
    180 East Prospect Avenue
    Mamaroneck,NY10543
    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 (2019)
    Form 990-PF (2019)
    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
     
    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 (2019)
    Form 990-PF (2019)
    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
    34,936,887
    b
    Average of monthly cash balances.......................
    1b
    319,681
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    35,256,568
    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
    35,256,568
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    528,849
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    34,727,719
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,736,386
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,736,386
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    64,100
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    64,100
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,672,286
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,672,286
    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
    1,672,286
    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
    1,412,145
    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
    1,412,145
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,412,145
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 1,672,286
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 763,372
    b Total for prior years:2015, 2014, 2013  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,412,145
    a Applied to 2018, but not more than line 2a 763,372
    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 2019 distributable amount..... 648,773
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019.    
    (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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		1,023,513
    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 2014 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019.... 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Richard Edelman
    277 Glendale Drive
    Carthage,NY28327
    (910) 947-5460
    bThe form in which applications should be submitted and information and materials they should include:
    no special requirements other than nature of activity.
    cAny submission deadlines:
    august annually
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    potential grant recipients must be exempt from tax under IRC Section 501(c)(3).
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    Vagelos College of Physicians & Surgeons
    630 W 168th St
    New York,NY10032     		none public charity General 50,000
    Children's Home of Poughkeepsie
    10 Childrens Way
    Poughkeepsie,NY12601     		none public charity education 35,000
    Project Broadway
    445 west 54th St
    New York,NY10019     		none public charity art program 35,000
    Palm Beach School of Autism
    8480 Lantana Rd
    Lake Worth,FL33467     		none public charity General 35,000
    92nd Street Y
    1395 Lexington Avenue
    New York,NY10128     		none public charity music program 30,000
    CLINICS CAN HELP
    2560 Westgate Ave
    West Palm Beach,FL33409     		none public charity CLINICAL SERVICES 30,000
    Friends of Karen
    118 Titicus Road PO Box 190
    Purdys,NY10578     		none public charity programs for the critically ill and their families 30,000
    ICD Institute for Career Development
    340 East 24th Street
    New York,NY10010     		none public charity career development and employment 30,000
    Planned Parenthood of New York City
    26 Bleecker St
    New York,NY10012     		none public charity women's health care 30,000
    Center for Hearing & Communication
    50 Broadway
    New York,NY10004     		none public charity hearing assessments and hearing aids 25,000
    Dean College
    99 Main Street
    Franklin,MA20038     		none public charity education 25,000
    Groove With Me
    70 E3rd ST 9
    New York,NY10003     		none public charity after school dance program 25,000
    OTSAR
    2324 West 13th Street
    Brooklyn,NY11223     		none public charity educational and counseling services for the disabled 25,000
    TEAM Inc
    30 Elizabeth St
    Derby,CT06418     		none public charity social services 25,000
    Town Hall
    123 West 43rd Street
    New York,NY10036     		none public charity education 25,000
    Townsend Harris Alumni Association Inc
    190 Willis Avenue
    Mineola,NY11501     		none public charity education 25,000
    YOUTH ON ICE
    4300 US HIGHWAY 1
    FORT PIERCE,FL34982     		none public charity ICE SKATING TRAINING 25,000
    Lenox Hill Hospital
    100 E 77th St
    New York,NY10075     		none public charity General 25,000
    Lincoln Center Theater
    150 west 65th street
    New York,NY10023     		none public charity General 25,000
    Mt Sinai School of Medicine
    Gustave L Levy Place Box 1049
    New York,NY10029     		none public charity General 25,000
    Jewish Home Lifecare
    120 West 106th Street
    New York,NY10025     		none public charity adult day care 22,000
    Anti-Defamation League- B'Nai Brith
    605 Third Avenue
    New York,NY10158     		none public charity anti-defamation 20,000
    Metropolitan Museum of Art
    1000 Fifth Avenue
    New York,NY10028     		none public charity art program 20,000
    Museum of the City of New York
    1220 5th Ave
    New York,NY10029     		none public charity art program 20,000
    roaring brook nature center
    70 Gracey Rd
    Canton,CT06019     		none public charity NATURE PROGRAMS 20,000
    SCOPE
    1375 Broadway
    New York,NY10018     		none public charity anti-gang empowerment program 20,000
    University of New Haven
    300 Orange Avenue
    West Haven,CT06516     		none public charity education 20,000
    Whitney Museum
    945 Madison Avenue
    New York,NY10021     		none public charity art program 20,000
    Bronx Documentary Center
    614 Courtlandt Ave
    Bronx,NY10451     		none public charity General 20,000
    MARC Acadamy & Family Center
    2105-2111 Jerome Avenue
    Bronx,NY10453     		none public charity after school program 18,000
    Symphony Space
    2537 Broadway at 95th St
    New York,NY10025     		none public charity musical instruction 17,500
    ArtWorks Project
    1137 W Taylor St 113
    Chicago,IL60607     		none public charity General 16,000
    Dalton School
    108 East 89th Street
    New York,NY10128     		none public charity education 15,000
    Helen Keller Int'l ChildSight New York
    352 Park Ave South Suite 1200
    New York,NY10010     		none public charity vision program 15,000
    Jewish Board of Family Services
    386 Park Ave South
    New York,NY10016     		none public charity youth counseling league 15,000
    New York Youth Symphony
    850 Seventh Avenue Suite 505
    New York,NY10019     		none public charity music program 15,000
    QUANTUM HOUSE
    987 45th StREET
    West Palm Beach,FL33407     		none public charity HOUSING 15,000
    Third Street Music Settlement
    235 East 11th Street
    New York,NY10003     		none public charity musical instruction 15,000
    University of the Arts
    320 S Broad St
    Philadelphia,PA19102     		none public charity art program 15,000
    Wildlife Conservation Society
    2300 Southern Blvd
    Bronx,NY10460     		none public charity wildlife perserverance 15,000
    Agency of Aging of S Central Ct
    1 Long Wharf Dr
    New Haven,CT06511     		none public charity General 15,000
    Hofstra University
    100 Hofstra University
    Hempstead,NY11549     		none public charity General 15,000
    Long Wharf Theatre
    222 Sargent Drive
    New Haven,CT06511     		none public charity General 15,000
    Caridad Center
    8645 W Boynton Beach Blvd
    Boynton Beach,FL33472     		none public charity General 15,000
    FRIEND TO FRIEND
    105 McReynolds St
    Carthage,NC28327     		none public charity guidance to persons affected by interpersonal violence 12,500
    ByKids
    330 West End Ave 7A
    New York,NY10023     		none public charity children's documentaries 12,000
    Magnum Foundation
    59 E 4th St 7W
    New York,NY10003     		none public charity General 12,000
    ASPCA
    520 8th Ave - 7th floor
    New York,NY10018     		none public charity spay & neuter operations 10,000
    Brooklyn Arts Council
    55 Washington Street
    Brooklyn,NY11201     		none public charity art program 10,000
    City Harvest Inc
    6 East 32nd Street 5th floor
    New York,NY10016     		none public charity food distribution programs 10,000
    CITYArts Inc
    525 Broadway Suite 602
    New York,NY10012     		none public charity art program 10,000
    CityMeals-On-Wheels
    355 Lexington Avenue
    New York,NY10017     		none public charity meals-on-wheels program 10,000
    GODS LOVE WE DELIVER
    166 Avenue of the Americas
    New York,NY10013     		none public charity meals-on-wheels program 10,000
    HEART-Advocates Reaching Teachers
    PO Box 738
    Mamorneck,NY10543     		none public charity music 10,000
    SPARROW'S NEST
    942 NY-376
    Wappingers Falls,NY12590     		none public charity MEALS 10,000
    Cary Institute for Ecosystems Studies
    Box AB 2801 Sharon Turnpike
    Millbrook,NY12545     		none public charity General 10,000
    Photography Collections Preservation
    140 West 124th Street 48
    New York,NY10027     		none public charity General 10,000
    The O'Neal School
    3300 Airport Roa
    Southern Pines,NC28387     		none public charity education 7,500
    B'nai Israel- Southbury
    444 Main St N
    Southbury,CT06488     		none public charity General 7,500
    Ohio Wesleyan University
    61 S Sandusky St
    Delaware,OH43015     		none public charity General 7,500
    ThreeWalls
    2738 W North Ave
    Chicago,IL60647     		none public charity General 7,000
    BH CARE - MY SISTERS PLACE
    127 Washington Avenue
    North Haven,CT06473     		none public charity HEALTCARE 5,000
    Jewish Association for Services to Aged
    247 West 37th 9th Floor
    New York,NY10018     		none public charity services to the aged 5,000
    New York Historical Society
    170 Central Park West
    New York,NY10024     		none public charity historical programs 5,000
    The Doe Fund- Ready Willing and Able
    232 East 84th Street
    New York,NY10028     		none public charity rehabilitation program 5,000
    CRIS Radio
    1850 W Roosevelt Rd
    Chicago,IL60608     		none public charity General 5,000
    Fidelco Guide Dog Foundation
    103 Vision Way
    Bloomfield,CT06002     		none public charity General 5,000
    Rebuilding Our Children & Community
    29 North Hamilton Street L22
    Poughkeepsie,NY12601     		none public charity General 5,000
    Moore County Literacy Council
    575 SE Broad St Ste 10
    South Pines,NC28387     		none public charity General 4,000
    CAMERON BOYS CAMP
    255 Cameron Camp Rd
    Cameron,NC28326     		none public charity CAMPING 2,500
    Stanley M Isaacs Neighborhood Ctr
    415 East 93rd Street
    New York,NY10128     		none public charity meals-on-wheels program 2,500
    Sunrise Preservation Group
    250 NW Broad St
    Southern Pines,NC28387     		none public charity General 2,500
    BOYS AND GIRLS CLUB OF THE SANDHILLS
    160 Memorial park court
    South Pines,NC28387     		none public charity CHILDRENS PROGRAMS 2,000
    FAMILY PROMISE OF MOORE COUNTY
    400 Saunders Blvd
    Southern Pines,NC28387     		none public charity alleviating homelessness 2,000
    THE ARC OF MOORE COUNTY
    673 S Bennett StREET
    Southern Pines,NC28387     		none public charity social services 2,000
    Total .................................bullet 3a 1,212,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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....     14 712,954  
    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 2,685,494  
    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)..   3,398,448  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,398,448
    (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 (2019)
    Form 990-PF (2019)
    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 (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

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    TY 2017 DepreciationSchedule
    Name:
    Henry Nias Foundation Inc
     
    c/o Richard Edelman
    EIN:
    13-6075785
    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

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

    TY 2017 GainLossSaleOtherAssetsSch
    Name:
    Henry Nias Foundation Inc
     
    c/o Richard Edelman
    EIN:
    13-6075785
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    UBS SHORT-TERM - INFO AVAILABLE UPON REQUEST   P 2018-11   1,172,821 1,174,000     -1,179  

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    Henry Nias Foundation Inc
     
    c/o Richard Edelman
    EIN:
    13-6075785
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE INC. 1,568,063 1,568,063
    AIR PROD & CHEMICAL INC 160,870 160,870
    AT&T INC 299,904 299,904
    AUTOMATIC DATA PROCESSING INC 1,031,940 1,031,940
    BANK OF NEW YORK MELLON CORP 600,327 600,327
    BANK OF AMER CORP 710,000 710,000
    BERKSHIRE HATHAWAY INC NEW 1,462,208 1,462,208
    BROADRIDGE RINANCIAL SOLUTIONS 185,273 185,273
    COCA COLA CO COM 806,400 806,400
    COLGATE PALMOLIVE CO 381,120 381,120
    COSTCO WHOLESALE CORP 462,560 462,560
    DIAGEO PLC NEW GB SPON ADR 433,050 433,050
    EXPRESS SCRIPTS HLDG CO 1,217,640 1,217,640
    EXXON MOBIL CORP 755,250 755,250
    FACEBOOK INC CL A 281,220 281,220
    FEDEX CORP 458,000 458,000
    FORD MOTOR CO COM NEW 297,544 297,544
    GENUINE PARTS CO 492,623 492,623
    HOME DEPOT INC 685,216 685,216
    HP INC 80,500 80,500
    INTEL CORP 554,738 554,738
    JOHNSON & JOHNSON COM 2,027,220 2,027,220
    JPMORGAN CHASE & CO 138,988 138,988
    KINDER MORGAN INC 110,033 110,033
    LINDE PLC EUR 954,300 954,300
    MCDONALDS CORP 527,828 527,828
    MEDTRONIC PLC 487,650 487,650
    MICROSOFT CORP 665,340 665,340
    NEXTERA ENERGY INC COM 799,524 799,524
    NOVARTIS AG SPON ADR 320,355 320,355
    PAYPAL HOLDINGS INC 171,620 171,620
    PROCTOR & GAMBLE CO 2,173,730 2,173,730
    PROLOGIS INC COM 67,340 67,340
    REGENERON PHARMACEUTICLS INC 457,063 457,063
    STARBUCKS CORP 533,760 533,760
    STRYKER CORP 394,785 394,785
    UNTD TECHNOLOGIES CORP 365,520 365,520
    US BANCORP DEL (NEW) 576,405 576,405
    WALT DISNEY CO (HOLDING CO) 254,078 254,078
    WELLS FARGO & CO NEW 347,392 347,392
    WELLTOWER INC REIT 180,825 180,825
    3M CO 1,247,517 1,247,517
    BLACKROCK ENHANCED EQUITY 97,207 97,207
    ISHARES US TECHNOLOGY ETF 3,653,790 3,653,790
    ISHARES CORE S&P MIDCAP 187,790 187,790
    ISHARES US CONSUMER SERVICES 174,493 174,493
    ISHARES US ENERGY ETF 173,472 173,472
    ISHARES RUSSELL 2000 VALUE ETF 221,508 221,508
    ISHARES RUSSELL 2000 GROWTH 286,140 286,140
    ISHARES NASDAQ BIOTECHNOLOGY 654,600 654,600
    ISHARES RUSSELL MID-CAP VALUE 257,250 257,250
    ISHARES RUSSELL MID-CAP GROWTH 125,230 125,230
    MSCI EAFE ETF 131,817 131,817
    ISHARES US OIL & GAS EXPLOR 482,960 482,960
    KAYNE ANDERSON MLP MIDSTREAM 365,390 365,390
    VANGUARD S&P 500 ETF 2,534,800 2,534,800
    VANGUARD INFORM TECHNOLOGY ETF 27,400 27,400
    WISDOMTREE US SMALLCAP DIVID 8,352 8,352
    WISDOMTREE US MIDCAP DIVID ETF 10,536 10,536

    TY 2017 OtherDecreasesSchedule
    Name:
    Henry Nias Foundation Inc
     
    c/o Richard Edelman
    EIN:
    13-6075785
    Description Amount
    UNREALIZED LOSS ON SECURITIES 681,668


    TY 2017 OtherExpensesSchedule
    Name:
    Henry Nias Foundation Inc
     
    c/o Richard Edelman
    EIN:
    13-6075785
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    miscellaneous 5,520     5,520


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    Henry Nias Foundation Inc
     
    c/o Richard Edelman
    EIN:
    13-6075785
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 23,250 11,625   11,625


    TY 2017 TaxesSchedule
    Name:
    Henry Nias Foundation Inc
     
    c/o Richard Edelman
    EIN:
    13-6075785
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax 120,688      
    NYS CORP TAX 750