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
ROMA CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1711 W NICKERSON ST NO A
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98119
A Employer identification number

94-3142398
B Telephone number (see instructions)

(206) 621-7585
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$27,958,995J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 107,028 107,028  
4 Dividends and interest from securities... 211,341 211,341  
5a Gross rents............ 1,238,775 1,238,775  
b Net rental income or (loss) 911,615
6a Net gain or (loss) from sale of assets not on line 10 30,157
b Gross sales price for all assets on line 6a 1,550,419
7 Capital gain net income (from Part IV, line 2)... 30,157
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........ 1,587,301 1,587,301  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 56,000 28,000   28,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 9,817 9,817   0
b Accounting fees (attach schedule)....... Click to see attachment 13,614 13,614   0
c Other professional fees (attach schedule).... Click to see attachment 961 961   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 29,240 1,260   0
19 Depreciation (attach schedule) and depletion... 324,899 324,899  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 12,863 10,261   2,602
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 447,394 388,812   30,602
25 Contributions, gifts, grants paid....... 1,200,000 1,200,000
26 Total expenses and disbursements. Add lines 24 and 25 1,647,394 388,812   1,230,602
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -60,093
b Net investment income (if negative, enter -0-) 1,198,489
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............. 187,056 14,683 14,683
2 Savings and temporary cash investments......... 1,691,104 2,634,539 2,634,539
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) 943,221 Click to see attachment655,976 601,530
b Investments—corporate stock (attach schedule)....... 5,562,354 Click to see attachment5,549,877 9,677,605
c Investments—corporate bonds (attach schedule)....... 1,068,922 Click to see attachment799,256 756,638
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment7,282,875 Click to see attachment7,021,108 Click to see attachment14,274,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,735,532 16,675,439 27,958,995
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 16,735,532 16,675,439
29 Total net assets or fund balances (see instructions)..... 16,735,532 16,675,439
30 Total liabilities and net assets/fund balances (see instructions). 16,735,532 16,675,439
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
16,735,532
2
Enter amount from Part I, line 27a .....................
2
-60,093
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,675,439
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,675,439
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 AT&T INC BOND P 2015-04-14 2018-02-01
b US TSY NOTE P 2016-09-26 2018-02-28
c AT&T INC BOND P 2015-04-14 2018-02-01
d US TSY NOTE P 2016-09-26 2018-02-28
e 166SH TIME INC P 2005-02-16 2018-02-02
HP BOND P 2017-10-05 2018-03-26
HP BOND P 2017-10-05 2018-03-26
APPLE INC BOND P 2015-04-10 2018-05-03
GECC BOND P 2015-04-10 2018-05-01
APPLE INC BOND P 2015-04-10 2018-05-03
GECC BOND P 2015-04-10 2018-05-01
ANHEUSER-BUSCH BOND P 2017-04-06 2018-06-06
ANHEUSER-BUSCH BOND P 2017-04-06 2018-06-06
AT&T INC P 2005-02-16 2018-06-15
PERSPECTA INC P 2005-02-16 2018-05-31
TIME WARNER INC P 2005-02-16 2018-06-15
TIME WARNER INC P 2014-12-15 2018-06-15
TIME WARNER INC P 2015-03-13 2018-06-15
TIME WARNER INC P 2015-06-15 2018-06-15
TIME WARNER INC P 2015-09-15 2018-06-15
TIME WARNER INC P 2015-12-15 2018-06-15
TIME WARNER INC P 2016-03-15 2018-06-15
TIME WARNER INC P 2016-06-15 2018-06-15
TIME WARNER INC P 2016-09-15 2018-06-15
TIME WARNER INC P 2016-12-15 2018-06-15
TIME WARNER INC P 2017-03-15 2018-06-15
TIME WARNER INC P 2017-06-15 2018-06-15
TIME WARNER INC P 2017-08-01 2018-06-15
TIME WARNER INC P 2017-11-01 2018-06-15
TIME WARNER INC P 2018-02-01 2018-06-15
TIME WARNER INC P 2018-05-01 2018-06-15
MONDELEZ INTL BOND P 2015-04-14 2018-08-23
MONDELEZ INTL BOND P 2015-04-14 2018-08-23
DISCOVER BANK GREEN P 2017-09-22 2018-09-27
GOLDMAN SACHS BK P 2017-09-22 2018-09-27
HOME DEPOT INC P 2017-06-28 2018-09-10
HOME DEPOT INC P 2017-06-28 2018-09-10
INTEL P 2005-02-16 2018-10-05
INTEL P 2014-12-01 2018-10-05
INTEL P 2015-02-27 2018-10-05
INTEL P 2015-06-01 2018-10-05
INTEL P 2015-09-01 2018-10-05
INTEL P 2015-12-01 2018-10-05
INTEL P 2016-03-01 2018-10-05
INTEL P 2016-06-01 2018-10-05
INTEL P 2016-09-01 2018-10-05
INTEL P 2016-12-01 2018-10-05
INTEL P 2017-03-01 2018-10-05
INTEL P 2017-06-01 2018-10-05
INTEL P 2017-09-01 2018-10-05
US TSY NOTE P 2017-05-16 2018-11-15
US TSY NOTE P 2017-05-16 2018-11-15
AGILENT TECH P 2005-02-16 2018-11-16
AGILENT TECH P 2015-01-28 2018-11-16
AGILENT TECH P 2015-04-22 2018-11-16
AGILENT TECH P 2015-07-22 2018-11-16
AGILENT TECH P 2015-10-21 2018-11-16
AGILENT TECH P 2016-01-27 2018-11-16
AGILENT TECH P 2016-04-27 2018-11-16
AGILENT TECH P 2016-07-27 2018-11-16
AGILENT TECH P 2016-10-26 2018-11-16
AGILENT TECH P 2017-01-25 2018-11-16
AGILENT TECH P 2017-04-26 2018-11-16
AGILENT TECH P 2017-07-26 2018-11-16
AGILENT TECH P 2017-10-02 2018-11-16
AGILENT TECH P 2017-10-25 2018-11-16
AGILENT TECH P 2017-10-25 2018-11-16
DXC TECH P 2005-02-16 2018-11-16
DXC TECH P 2015-01-17 2018-11-16
DXC TECH P 2015-04-01 2018-11-16
DXC TECH P 2015-07-01 2018-11-16
DXC TECH P 2015-10-07 2018-11-16
DXC TECH P 2017-10-11 2018-11-16
GENERAL ELECTRIC P 2005-02-16 2018-11-15
GENERAL ELECTRIC P 2015-01-05 2018-11-15
GENERAL ELECTRIC P 2015-01-26 2018-11-15
GENERAL ELECTRIC P 2015-01-26 2018-11-15
GENERAL ELECTRIC P 2015-04-27 2018-11-15
GENERAL ELECTRIC P 2015-07-27 2018-11-15
GENERAL ELECTRIC P 2015-10-26 2018-11-15
GENERAL ELECTRIC P 2016-01-25 2018-11-15
GENERAL ELECTRIC P 2016-04-25 2018-11-15
GENERAL ELECTRIC P 2016-07-25 2018-11-15
GENERAL ELECTRIC P 2016-10-25 2018-11-15
GENERAL ELECTRIC P 2017-01-25 2018-11-15
GENERAL ELECTRIC P 2017-04-25 2018-11-15
GENERAL ELECTRIC P 2017-07-25 2018-11-15
GENERAL ELECTRIC P 2017-10-25 2018-11-15
HEWLETT PACKARD P 2005-02-16 2018-11-16
HEWLETT PACKARD P 2015-01-07 2018-11-16
HEWLETT PACKARD P 2015-04-01 2018-11-16
HEWLETT PACKARD P 2015-07-01 2018-11-16
HEWLETT PACKARD P 2015-10-07 2018-11-16
HEWLETT PACKARD P 2017-10-04 2018-11-16
HP INC COM P 2005-02-16 2018-11-16
HP INC COM P 2015-01-07 2018-11-16
HP INC COM P 2015-04-01 2018-11-16
HP INC COM P 2015-07-01 2018-11-16
HP INC COM P 2015-10-07 2018-11-16
HP INC COM P 2016-01-06 2018-11-16
HP INC COM P 2016-04-06 2018-11-16
HP INC COM P 2016-07-06 2018-11-16
HP INC COM P 2016-10-05 2018-11-16
HP INC COM P 2017-01-04 2018-11-16
HP INC COM P 2017-04-05 2018-11-16
HP INC COM P 2017-07-05 2018-11-16
HP INC COM P 2017-10-04 2018-11-16
KEYSIGHT TECHNOLOGIES P 2005-02-16 2018-11-16
MICRO FCS INT P 2005-02-16 2018-11-16
MICRO FCS INT P 2015-01-07 2018-11-16
MICRO FCS INT P 2015-04-01 2018-11-16
MICRO FCS INT P 2015-07-01 2018-11-16
MICRO FCS INT P 2015-10-07 2018-11-16
PERSPECTA INC P 2005-02-16 2018-11-16
PERSPECTA INC P 2015-01-07 2018-11-16
PERSPECTA INC P 2015-04-01 2018-11-16
PERSPECTA INC P 2015-07-01 2018-11-16
PERSPECTA INC P 2015-10-07 2018-11-16
PERSPECTA INC P 2017-10-11 2018-11-16
AGILENT TECH P 2018-01-24 2018-11-16
AGILENT TECH P 2018-04-25 2018-11-16
AGILENT TECH P 2018-07-25 2018-11-16
AGILENT TECH P 2018-10-24 1968-01-11
DXC TECH P 2018-01-16 2018-11-16
DXC TECH P 2018-04-17 2018-11-16
DXC TECH P 2018-07-17 2018-11-16
DXC TECH P 2018-10-16 2018-11-16
DXC TECH P 2018-10-16 2018-11-16
GENERAL ELECTRIC P 2018-01-25 2018-11-16
GENERAL ELECTRIC P 2018-04-25 2018-11-15
GENERAL ELECTRIC P 2018-07-25 2018-11-15
GENERAL ELECTRIC P 2018-10-25 2018-11-15
HEWLETT PACKARD ENTERPRISE P 2018-01-03 2018-11-16
HEWLETT PACKARD ENTERPRISE P 2018-04-04 2018-11-16
HEWLETT PACKARD ENTERPRISE P 2018-07-05 2018-11-16
HEWLETT PACKARD ENTERPRISE P 2018-10-03 2018-11-16
HEWLETT PACKARD ENTERPRISE P 2018-10-03 2018-11-16
HP INC COM P 2018-01-03 2018-11-16
HP INC COM P 2018-04-04 2018-11-16
HP INC COM P 2018-07-05 2018-11-16
HP INC COM P 2018-10-03 2018-11-11
HP INC COM P 2018-10-03 2018-11-16
PERSPECTA INC P 2018-01-16 2018-11-16
PERSPECTA INC P 2018-04-17 2018-11-16
SEA HAVEN PTSP P   2018-09-04
US TSY NOTE P 2016-05-25 2018-01-31
US TSY NOTE P 2016-05-25 2018-01-31
PRECISION CORP P 2017-06-28 2018-01-16
PRECISION CORP P 2017-06-28 2018-01-16
US TSY NOTE P 2017-09-26 2018-04-30
US TSY NOTE P 2017-09-26 2018-04-30
(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 25,000   25,000 0
b 35,000   35,000 0
c 25,000   25,000 0
d 35,000   35,000 0
e 3,071   2,049 1,022
26,455   27,018 -563
26,455   27,018 -563
25,000   24,911 89
25,000   25,000 0
25,000   24,911 89
25,000   25,000 0
26,018   26,307 -289
26,018   26,307 -289
24   19 5
18   7 11
71,649     71,649
273   186 87
299   208 91
294   215 79
365   154 211
394   132 262
421   183 238
405   200 205
387   218 169
316   283 33
306   294 12
304   298 6
296   296 0
310   297 13
323   289 34
327   288 39
25,000   25,000 0
25,000   25,000 0
250,000   250,000 0
250,000   250,000 0
25,000   25,000 0
25,000   25,000 0
22   12 10
11,228   9,000 2,228
13,450   9,658 3,792
13,132   9,727 3,405
16,043   9,794 6,249
13,329   9,876 3,453
16,882   10,774 6,108
16,203   10,868 5,335
14,364   10,958 3,406
14,683   11,037 3,646
14,375   11,119 3,256
15,243   11,738 3,505
15,761   11,826 3,935
35,000   35,000 0
35,000   35,000 0
14,608   3,729 10,879
37   23 14
34   23 11
37   23 14
41   23 18
45   26 19
41   27 14
37   27 10
39   27 12
42   31 11
36   31 5
32   31 1
8   8 0
21   23 -2
8   8 0
6,314   2,881 3,433
25   22 3
32   22 10
38   24 14
41   25 16
13   16 -3
24,242   108,600 -84,358
6   22 -16
221   672 -451
6   18 -12
210   696 -486
218   702 -484
193   709 -516
207   714 -507
190   720 -530
184   725 -541
203   731 -528
207   768 -561
212   775 -563
247   781 -534
289   788 -499
17,925   7,796 10,129
72   59 13
92   60 32
107   66 41
117   66 51
81   80 1
28,580   11,904 16,676
115   91 24
147   91 56
171   100 71
187   101 86
309   152 157
302   154 148
300   155 145
238   157 81
267   169 98
229   171 58
233   172 61
206   173 33
6,478   1,422 5,056
2,994   4,825 -1,831
12   19 -7
15   25 -10
18   29 -11
20   31 -11
1,049   422 627
4   3 1
5   3 2
6   4 2
7   4 3
2   2 0
30   35 -5
33   35 -2
35   35 0
29   28 1
12   16 -4
11   17 -6
14   20 -6
11   16 -5
3   4 -1
192   398 -206
221   401 -180
251   405 -154
255   399 -144
95   92 3
81   93 -12
141   140 1
126   139 -13
2   2 0
205   183 22
208   184 24
194   185 9
168   183 -15
3   3 0
2   2 0
2   2 0
    45,793 -45,793
35,000   35,000 0
35,000   35,000 0
25,000   25,000 0
25,000   25,000 0
35,000   35,000 0
35,000   35,000 0
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       0
b       0
c       0
d       0
e       1,022
      -563
      -563
      89
      0
      89
      0
      -289
      -289
      5
      11
      71,649
      87
      91
      79
      211
      262
      238
      205
      169
      33
      12
      6
      0
      13
      34
      39
      0
      0
      0
      0
      0
      0
      10
      2,228
      3,792
      3,405
      6,249
      3,453
      6,108
      5,335
      3,406
      3,646
      3,256
      3,505
      3,935
      0
      0
      10,879
      14
      11
      14
      18
      19
      14
      10
      12
      11
      5
      1
      0
      -2
      0
      3,433
      3
      10
      14
      16
      -3
      -84,358
      -16
      -451
      -12
      -486
      -484
      -516
      -507
      -530
      -541
      -528
      -561
      -563
      -534
      -499
      10,129
      13
      32
      41
      51
      1
      16,676
      24
      56
      71
      86
      157
      148
      145
      81
      98
      58
      61
      33
      5,056
      -1,831
      -7
      -10
      -11
      -11
      627
      1
      2
      2
      3
      0
      -5
      -2
      0
      1
      -4
      -6
      -6
      -5
      -1
      -206
      -180
      -154
      -144
      3
      -12
      1
      -13
      0
      22
      24
      9
      -15
      0
      0
      0
      -45,793
      0
      0
      0
      0
      0
      0
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 30,157
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 1,217,339 26,675,196 0.045636
2017 1,209,200 26,294,927 0.045986
2016 1,208,710 22,318,545 0.054157
2015 1,203,923 22,180,664 0.054278
2014 1,105,743 22,521,432 0.049097
2
Total of line 1, column (d) .....................
2
0.249154
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
0.049831
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
28,799,016
5
Multiply line 4 by line 3......................
5
1,435,084
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
11,985
7
Add lines 5 and 6........................
7
1,447,069
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,230,602
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 23,970
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 23,970
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 23,970
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 20,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 249
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 4,219
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
     
    No
    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)
    bulletWA
    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 addressbulletNA
    14
    The books are in care ofbulletBRUCE I MITCHELL CPA Telephone no.bullet (206) 621-7585

    Located atbullet1711 W NICKERSON ST SUITE ASEATTLEWA ZIP+4bullet981191663
    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
     
     
    ........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
    ROBERT BERRY PRESIDENT
    0.25     		17,000 0 0
    1711 W NICKERSON ST A
    SEATTLE,WA98119
    LAWRENCE PODNAR VICE PRESIDENT
    0.25     		17,000 0 0
    1711 W NICKERSON ST A
    SEATTLE,WA98119
    CARMEN ANGIULI TREASURER/SECRETARY
    0.25     		22,000 0 0
    1711 W NICKERSON ST A
    SEATTLE,WA98119
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (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
    12,114,609
    b
    Average of monthly cash balances.......................
    1b
    2,848,971
    c
    Fair market value of all other assets (see instructions)................
    1c
    14,274,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    29,237,580
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    29,237,580
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    438,564
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    28,799,016
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,439,951
    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
    1,439,951
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    23,970
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
    109
    c
    Add lines 2a and 2b............................
    2c
    24,079
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,415,872
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,415,872
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,415,872
    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
    1,230,602
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,230,602
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,230,602
    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 1,415,872
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 1,079,035
    b Total for prior years:20, 20, 20 0
    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........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,230,602
    a Applied to 2018, but not more than line 2a 1,079,035
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 151,567
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		1,264,305
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    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....  
    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).)
    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 (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
    BRIAN GRANT FOUNDATION
    5331 SW MACADAM AVE 269
    PORTLAND,OR97239     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 5,000
    CHILDHAVEN
    316 BROADWAY
    SEATTLE,WA98122     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 180,000
    CITY OF HOONAH PARKS & RECREATION DEPT
    PO BOX 360
    HOONAH,AK99829     		NONE GOVT. AGENCY TO SUPPORT THE MARY & WILLIAM JOHNSON YOUTH CENTER 10,000
    EARTH CORPS
    7400 SAND PT WAY NE 30
    SEATTLE,WA98115     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 5,000
    FARESTART
    700 VIRGINIA
    SEATTLE,WA98101     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 60,000
    GUIDE DOGS FOR THE BLIND
    32901 SE KELSO RD
    BORING,OR97009     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 180,000
    HABITAT FOR HUMANITY SEATTLE
    PO BOX 88337 NO B
    TUKWILA,WA98138     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 60,000
    HOPE FOR THE WARRIORS
    PMB 48 1335 SUITE E WESTERN BLVD
    JACKSONVILLE,NC28546     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 70,000
    LEUKEMIA & LYMPHOMA
    530 DEXTER AVE N 300
    SEATTLE,WA98109     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 35,000
    MAKE-A-WISH OF ALASKA & WASHINGTON
    811 FIRST AVE NO 520
    SEATTLE,WA98104     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 35,000
    MEDIC ONE FOUNDATION
    325 NINTH AVE BOX 359747
    SEATTLE,WA98104     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 25,000
    MEDICAL TEAMS INTERNATIONAL
    14150 SW MILTON CT
    TIGARD,OR97224     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 75,000
    NORTHWEST HARVEST
    PO BOX 12272
    SEATTLE,WA98102     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 35,000
    PEPS
    4649 SUNNYSIDE AVE N 324
    SEATTLE,WA98103     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 25,000
    PUGET SOUND BLOOD CENTER
    921 TERRY AVE
    SEATTLE,WA98104     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 35,000
    SEATTLE MILK FUND
    1130 N NORTHGATE WAY
    SEATTLE,WA98133     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 140,000
    STROKE RECOVERY CENTER
    2800 E ALEJO RD
    PALM SPRINGS,CA92262     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 20,000
    THE CASCADE MEDICAL TEAM FOUNDATION
    PO BOX 1545
    EUGENE,OR97440     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 20,000
    TREEHOUSE
    2100 24TH AVE S 220
    SEATTLE,WA98144     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 40,000
    UW FOUNDATION
    407 GERBERDING HALL
    SEATTLE,WA98195     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 15,000
    WAVE FOUNDATION
    1 AQUARIUM
    NEWPORT,KY41071     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 5,000
    WORLD CONCERN
    19303 FREMONT AVE N
    SEATTLE,WA98133     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 120,000
    YEAR UP PUGET SOUND
    45 MILK ST
    BOSTON,MA02109     		NONE PUBLIC CHARITY TO AID ORGANIZATION'S CHARITABLE ACTIVITIES 5,000
    Total .................................bullet 3a 1,200,000
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 107,028  
    4 Dividends and interest from securities....     14 211,341  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property...... 531110 8,493      
    bNot debt-financed property.....     14 903,122  
    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 30,157  
    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).. 8,493 1,251,648 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,260,141
    (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

    TY 2017 AccountingFeesSchedule
    Name:
    ROMA CHARITABLE FOUNDATION
    EIN:
    94-3142398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 13,614 13,614   0

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    ROMA CHARITABLE FOUNDATION
    EIN:
    94-3142398
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MSSB #8794 NORDSTROM (25,000SH) 26,031 25,432
    MSSB #8794 AT&T (25,000SH) 25,814 25,563
    MSSB #8794 COMCAST (25,000SH) 29,089 25,363
    MSSB #8794 KINDER MORGAN (25,000SH) 25,059 24,817
    MSSB #8794 TIME WARNER (25,000SH) 27,979 25,593
    MSSB #8794 HSBC HOLDINGS (25,000SH) 28,600 25,696
    MSSB #8794 ENTERPRISE PROD (25,000SH) 26,872 25,145
    MSSB #8794 GILEAD SCIENCES (25,000SH) 26,923 24,795
    MSSB #8794 BOA CORP (25,000SH) 25,238 24,248
    MSSB #8794 CHEVRON CORP 2.427% 25,445 24,698
    MSSB #8794 DUPONT EL NEMOUR 5.75% 26,842 25,200
    MSSB #8794 GOLDMAN SACHS GROUP INC 3.625% 25,905 24,641
    MSSB #8794 STARBUCKS CORP 3.85% 27,051 25,179
    MSSB #8794 BOEING CO 4.875% 25,841 25,515
    MSSB #8794 VERIZON COMMUNICATIONS INC 5.150% 26,939 26,434
    MSSB #8795 NORDSTROM 4.75% 26,031 25,432
    MSSB #8795 AT&T 5.2% 25,814 25,563
    MSSB #8795 COMCAST 5.7% 29,089 25,363
    MSSB #8795 KINDER MORGAN (25,000SH) 25,059 24,817
    MSSB #8795 TIME WARNER 4.75% 27,979 25,593
    MSSB #8795 HSBC HOLDINGS 5.1% 28,600 25,696
    MSSB #8795 ENTERPRISE PROD 4.05% 26,872 25,145
    MSSB #8795 GILEAD SCIENCES 3.7% 26,923 24,795
    MSSB #8795 BOA CORP 4% 25,238 24,248
    MSSB #8795 CHEVRON CORP 2.427% 25,445 24,698
    MSSB #8795 DUPONT EL NEMOUR 5.75% 26,842 25,200
    MSSB #8795 GOLDMAN SACHS GROUP INC 3.625% 25,905 24,641
    MSSB #8795 STARBUCKS CORP 3.85% 27,051 25,179
    MSSB #8975 BOEING CO 4.875% 25,841 25,515
    MSSB #8975 VERIZON COMMUNICATIONS INC 5.150% 26,939 26,434

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    ROMA CHARITABLE FOUNDATION
    EIN:
    94-3142398
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ARMZX (322,292) 3,064,946 2,907,078
    INTC (27,619) 443,004 1,361,888
    AMGN (1,102SH) 80,590 229,497
    CHTR (168SH) 10,278 55,306
    CSCO (1,135SH) 22,325 54,377
    COST (2,252SH) 135,443 520,922
    HD (1,631SH) 82,864 294,102
    INTC (41,044SH) 1,022,339 2,023,897
    MSFT (17,582SH) 512,589 1,949,681
    WMT (2,220SH) 122,422 216,846
    T (2,049SH) 53,077 64,011

    TY 2017 InvestmentsGovtObligationsSch
    Name:
    ROMA CHARITABLE FOUNDATION
    EIN:
    94-3142398
    US Government Securities - End of Year Book Value:

    655,976
    US Government Securities - End of Year Fair Market Value:

    601,530
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2017 LegalFeesSchedule
    Name:
    ROMA CHARITABLE FOUNDATION
    EIN:
    94-3142398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 9,817 9,817   0


    TY 2017 OtherAssetsSchedule
    Name:
    ROMA CHARITABLE FOUNDATION
    EIN:
    94-3142398
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    THE VILLAGE GREEN GROUP LLC 799,419 823,384 1,630,000
    SCARBOROUGH GROUP 1,013,178 1,147,911 2,610,000
    SPANISH HILLS LIMITED LLP 1,393,270 1,293,412 2,470,000
    THE SHANNON SOUTH APARTMENTS LLC 1,450,945 1,333,279 2,385,000
    DOLPHIN APARTMENTS, LLC 295,529 285,851 720,000
    TIKI APARTMENT GROUP LLC 387,838 394,602 766,000
    SUMMERHILL PLACE LLC 1,148,545 1,118,478 2,710,000
    UNIVERSITY PARK INVESTMENTS, LLC 338,918 311,723 692,000
    SEA HAVEN PARTNERS 142,100 0 0
    O'LEARY ELECTRIC BUILDING, LLC 313,133 312,468 291,000


    TY 2017 OtherExpensesSchedule
    Name:
    ROMA CHARITABLE FOUNDATION
    EIN:
    94-3142398
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 2,000 0   2,000
    LICENSES 75 0   75
    OFFICE EXPENSE 527 0   527
    INVESTMENT AND BANK FEES 10,221 10,221   0
    SUPPLIES 40 40   0


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    ROMA CHARITABLE FOUNDATION
    EIN:
    94-3142398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 961 961   0


    TY 2017 TaxesSchedule
    Name:
    ROMA CHARITABLE FOUNDATION
    EIN:
    94-3142398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 27,980 0   0
    REAL ESTATE TAXES 1,260 1,260   0