Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE PETER HALMOS FAMILY FOUNDATION
C/O MEYERS EVANS & FEAGANSPA
Number and street (or P.O. box number if mail is not delivered to street address)5090 PGA BOULEVARD SUITE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALM BEACH GARDENS, FL33418
A Employer identification number

59-2409780
B Telephone number (see instructions)

(561) 249-1712
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$179,027J 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) 35,024
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,041 1,018  
4 Dividends and interest from securities... 56,583 56,583  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 121,471
b Gross sales price for all assets on line 6a 973,285
7 Capital gain net income (from Part IV, line 2)... 121,471
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 80,298 1,410 78,888
12 Total. Add lines 1 through 11........ 294,417 180,482 78,888
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 26,215 8,650    
c Other professional fees (attach schedule).... Click to see attachment 11,962     11,962
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,866 96   61
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 21,755 1,279   20,149
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 78,798 10,025   32,172
25 Contributions, gifts, grants paid....... 172,803 172,803
26 Total expenses and disbursements. Add lines 24 and 25 251,601 10,025   204,975
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 42,816
b Net investment income (if negative, enter -0-) 170,457
c Adjusted net income (if negative, enter -0-)... 78,888
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 10,562 25,828 25,828
2 Savings and temporary cash investments......... 345,606 153,198 153,199
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)....... 1,135,639 Click to see attachment1,371,656  
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)..........      
14 Land, buildings, and equipment: basis bullet49,689
Less: accumulated depreciation (attach schedule) bullet49,689      
15 Other assets (describe bullet) Click to see attachment29,931 Click to see attachment13,872  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,521,738 1,564,554 179,027
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 1,521,738 1,564,554
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 1,521,738 1,564,554
31 Total liabilities and net assets/fund balances (see instructions). 1,521,738 1,564,554
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,521,738
2
Enter amount from Part I, line 27a .....................
2
42,816
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,564,554
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,564,554
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ALPS EMERGING SECTOR P 2016-09-14 2018-03-01
b CARLYLE GROUP P 2017-06-22 2018-09-24
c GALLAGHER ARTHUR J P 2017-12-20 2018-03-01
d LAS VEGAS SANDS CORP P 2017-02-07 2018-02-06
e POWERSHARES EXCHANGE TRADED P 2017-12-13 2018-02-06
WISDOMTREE TRUST P 2016-12-07 2018-09-05
TEEKAY K-1 P    
ANDEAVOR LOGISTICS P 2017-10-31 2018-02-28
CISCO SYSTEMS INC P    
GAMING & LEISURE PROPERTIES P 2017-03-06 2018-02-06
LIBERTY ALL-STAR GROWTH FUND P 2017-11-06 2018-05-03
SEAGATE TECHNOLOGY PLC P 2017-11-24 2018-02-06
BLACKSTONE K-1 P    
ANDEAVOR LOGISTICS P 2018-01-12 2018-02-28
CNX MIDSTREAM P 2017-11-08 2018-03-01
GENERAL ELECTRIC COMPANY P    
MPLX LP COM P 2017-11-24 2018-09-14
SELECT SECTOR SPDR TRUST P 2017-02-03 2018-10-23
BLACKSTONE K-1 P    
ANTERO ACTIVITY AFTER SALE P    
COVANTA HOLDING CORP P 2016-08-03 2018-08-02
GLOBAL X SUPERDIVIDEND REIT P   2018-10-23
MPLX LP COM P 2017-12-05 2018-09-14
SPDR S&P DIVIDEND P 2016-07-07 2018-10-23
CARLYLE GROUP K-1 P    
ANTERO MIDSTREAM P 2018-01-10 2018-10-10
CRESTWOOD EQUITY P 2018-06-12 2018-06-13
ICAHN ENTERPRISES P 2017-01-03 2018-07-25
NORDSTROM INC P 2017-05-10 2018-01-23
TALLGRASS ENERGY LP P 2018-07-02  
CNX MIDSTREAM K-1 P    
ANTERO MIDSTREAM P 2018-02-09 2018-10-10
CRESTWOOD EQUITY P 2018-06-12 2018-10-05
ICAHN ENTERPRISES LP P 2018-01-12 2018-09-05
OMEGA HEALTHCARE P 2017-06-09 2018-09-05
TALLGRASS ACTIVITY AFTER SALE P    
CRESTWOOD K-1 P    
ANTERO MIDSTREAM P 2017-02-07 2018-10-10
CRESTWOOD EQUITY P 2017-01-10 2018-06-13
ICAHN ENTERPRISES LP P 2018-01-12 2018-09-20
OMEGA HEALTHCARE INVESTORS P 2018-02-07 2018-09-05
TARGA RESOURCES CORP P 2017-06-26 2018-02-06
DORCHESTER K-1 P    
ANTERO MIDSTREAM P 2017-04-11 2018-10-10
CRESTWOOD ACTIVITY AFTER SALE P    
ICAHN ENTERPRISES LP P 2018-09-13 2018-09-20
ONE LIBERTY PROPERTIES P 2016-11-08 2018-10-23
TEEKAY ACTIVITY AFTER SALE P    
EQM MIDSTREAM K-1 P    
ARBOR REALTY TRUST P 2017-04-07 2018-05-01
DOWDUPONT P 2016-12-22  
ICAHN ENTERPRISES LP P 2018-09-13 2018-10-23
PAYCHEX INC P 2017-03-31 2018-02-06
TEEKAY LNG PARTNERS P 2016-08-04 2018-02-28
ENTERPRISE PRODUCTS K-1 P    
ATT P 2017-10-26 2018-02-06
DOWDUPONT INC P 2018-04-12 2018-09-05
ICAHN ACTIVITY AFTER SALE P    
PAYCHEX INC P 2017-03-31 2018-10-23
TWITTER P 2016-07-20 2018-02-06
ICAHN K-1 ST P    
ATT INC P 2016-03-02 2018-02-06
DUFF & PHELPS SELECT ENERGY P    
ISHARES TRUST P 2018-02-07 2018-10-23
PERRIGO COMPANY PLC P 2017-02-07 2018-02-06
VANECK VECTORS ETF P 2017-04-11 2018-01-10
ICAHN K-1 LT P    
BP PRUDHOE BAY ROYALTY TRUST P    
EDUCATION REALTY TRUST P   2018-09-21
ISHARES TRUST P 2016-06-24 2018-10-23
PFIZER P 2018-01-17 2018-10-23
VANECK VECTORS ETF P    
MPLX K-1 P    
CAL-MAINE FOODS INC P 2016-08-03 2018-05-01
ENTERPRISE RESTORE BASIS P    
KINGSTONE COMPANIES P 2017-06-23 2018-04-16
PHILLIPS 66 ACTIVITY AFTER SALE P    
VANGUARD INDEX FUNDS P 2016-06-30 2018-02-06
OAKTREE K-1 ST P    
CAMBRIA SHAREHOLDER P 2016-06-30 2018-02-06
EVERCORE P 2018-01-12 2018-09-05
LADDER CAPITAL CORP P    
PHILLIPS 66 PARTNERS P 2016-08-18 2018-02-28
WADDELL & REED P 2016-04-20 2018-02-06
OAKTREE K-1 LT P    
CARLYLE GROUP P 2018-05-09 2018-09-24
FEDERAL AGRICULTURAL MORTGAGE P 2017-04-07 2018-01-10
LAMAR ADVERTISING P 2016-06-24 2018-02-06
POWERSHARES ETF P 2016-07-07 2018-02-06
WEYERHAEUSER CO P 2017-02-03 2018-02-06
SUNCOKE K-1 P    
(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 10,363   8,902 1,461
b 4,752   3,667 1,085
c 6,195   5,825 370
d 7,302   5,196 2,106
e 19,286   19,592 -306
42,335   38,154 4,181
1     1
2,587   1,685 902
39,404   37,099 2,305
13,997   12,886 1,111
5,725   5,524 201
4,844   4,040 804
383     383
22,285   22,883 -598
3,487   3,317 170
30,063   51,377 -21,314
3,652   3,344 308
5,383   4,887 496
1     1
3,042     3,042
6,975   6,290 685
27,353   26,478 875
14,608   13,760 848
9,232   8,412 820
169     169
34,193   29,638 4,555
10,063   10,076 -13
38,034   25,610 12,424
10,347   9,803 544
36,164   33,271 2,893
    159 -159
23,935   19,977 3,958
3,787   3,299 488
29,195   21,116 8,079
6,530   6,263 267
388     388
    87 -87
10,258   9,329 929
16,772   9,491 7,281
6,707   5,090 1,617
9,795   7,908 1,887
4,542   4,271 271
6     6
34,193   30,065 4,128
1,288     1,288
6,707   6,551 156
7,425   7,000 425
    9 -9
    19 -19
8,718   8,518 200
7,002   5,904 1,098
6,922   6,323 599
12,673   11,833 840
1,884   903 981
161     161
14,478   13,515 963
20,884   19,970 914
621     621
6,576   5,916 660
2,502   1,849 653
206     206
3,619   3,722 -103
12,735   12,639 96
24,306   22,392 1,914
8,640   7,933 707
20,470   18,208 2,262
302     302
28,795   23,105 5,690
62,250   66,773 -4,523
6,077   6,339 -262
21,940   18,628 3,312
4,294   3,947 347
9     9
4,757   4,353 404
40,930     40,930
3,423   3,155 268
33     33
7,482   6,346 1,136
24     24
3,750   2,784 966
10,390   9,651 739
13,929   12,338 1,591
5,028   3,816 1,212
2,096   1,797 299
141     141
7,127   6,434 693
7,700   5,556 2,144
6,795   6,208 587
6,429   5,459 970
3,434   3,114 320
    36 -36
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       1,461
b       1,085
c       370
d       2,106
e       -306
      4,181
      1
      902
      2,305
      1,111
      201
      804
      383
      -598
      170
      -21,314
      308
      496
      1
      3,042
      685
      875
      848
      820
      169
      4,555
      -13
      12,424
      544
      2,893
      -159
      3,958
      488
      8,079
      267
      388
      -87
      929
      7,281
      1,617
      1,887
      271
      6
      4,128
      1,288
      156
      425
      -9
      -19
      200
      1,098
      599
      840
      981
      161
      963
      914
      621
      660
      653
      206
      -103
      96
      1,914
      707
      2,262
      302
      5,690
      -4,523
      -262
      3,312
      347
      9
      404
      40,930
      268
      33
      1,136
      24
      966
      739
      1,591
      1,212
      299
      141
      693
      2,144
      587
      970
      320
      -36
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 2 121,471
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 40,742
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 107,533 3,532,415 0.030442
2016 35,410 3,039,234 0.011651
2015 114,035 3,468,212 0.032880
2014 62,442 3,963,059 0.015756
2013 163,065 3,308,557 0.049286
2
Total of line 1, column (d) .....................
2
0.140015
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
0.028003
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,585,091
5
Multiply line 4 by line 3......................
5
100,393
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,705
7
Add lines 5 and 6........................
7
102,098
8
Enter qualifying distributions from Part XII, line 4,.............
8
204,975
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,705
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 1,705
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 1,705
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,000
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 5,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,295
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet3,295 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
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
    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
     
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
     
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHTTP://PETER-HALMOS-FOUNDATION.ORG/
    14
    The books are in care ofbulletBETHANY A EVANS Telephone no.bullet (561) 249-1712

    Located atbullet5090 PGA BOULEVARD SUITE 300PALM BEACH GARDENSFL ZIP+4bullet33418
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PETER A HALMOS PRES., SEC.
    10.00     		0 0 0
    700 S OLIVE AVENUE
    WEST PALM BEACH,FL33401
    NICHOLAS HALMOS VICE PRES.
    1.00     		0 0 0
    700 S OLIVE AVENUE
    WEST PALM BEACH,FL33401
    VICKI HALMOS VICE PRES.
    40.00     		0 0 0
    700 S OLIVE AVENUE
    WEST PALM BEACH,FL33401
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,471,397
    b
    Average of monthly cash balances.......................
    1b
    168,289
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,639,686
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,639,686
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    54,595
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,585,091
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    179,255
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    179,255
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,705
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,705
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    177,550
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    177,550
    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
    177,550
    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
    204,975
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    204,975
    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
    1,705
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    203,270
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 177,550
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 157,821
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 204,975
    a Applied to 2017, but not more than line 2a 157,821
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 47,154
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		130,396
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    PETER HALMOS
    VICKI HALMOS
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    UNIV OF MIAMI MILLER SCHOOL OF MED
    UNIV OF MIAMI MILLER SCHOOL OF MED
    1500 NW 12TH AVEST 1020E
    1500 NW 12TH AVEST 1020E
    MIAMI,FL33136     		    GENERAL 50,000
    UNIV OF MIAMI MILLER SCHOOL OF MED
    UNIV OF MIAMI MILLER SCHOOL FO MED
    1500 NW 12TH AVEST 1020E
    1500 NW 12TH AVEST 1020E
    MIAMI,FL33136     		    GENERAL 12,803
    GLOBAL SELF FOUNDATION
    GLOBAL SELF FOUNDATION
    47 W DIVISION STREET 196
    47 W DIVISION STREET 196
    CHICAGO,IL60610     		    GENERAL 20,000
    VANDERBILT UNIVERSITY
    VANDERBILT UNIVERSITY
    2301 VANDERBILT PLACE
    2301 VANDERBILT PLACE
    NASHVILLE,TN37240     		    GENERAL 5,000
    THE PARENTS FUND
    THE PARENTS FUND
    110 WOODBURY ROAD
    110 WOODBURY ROAD
    WATERTOWN,CT06795     		    GENERAL 3,000
    BROWN UNIVERSITY
    BROWN UNIVERSITY
    BOX 1893
    BOX 1893
    PROVIDENCE,RI02912     		    GENERAL 10,000
    THE SOS FOUNDATION
    THE SOS FOUNDATION
    5640 MALONEY AVE
    5640 MALONEY AVE
    KEY WEST,FL33040     		    GENERAL 5,000
    THE CURT GOWDY STATE PARK FAM FUND
    THE CURT GOWDY STATE PARK FAM FUND
    1472 N 5TH STREET ST 201
    1472 N 5TH STREET ST 201
    LARAMIE,WY82072     		    GENERAL 2,500
    ANNE NORTON CONSERVANCY
    ANNE NORTON CONSERVANCY
    2051 SOUTH FLAGLER DR
    2051 SOUTH FLAGLER DR
    WEST PALM BEACH,FL33401     		    GENERAL 1,500
    PALM BEACH DAY ACADEMY
    PALM BEACH DAY ACADEMY
    241 SEAVIEW AVE
    241 SEAVIEW AVE
    PALM BEACH,FL33480     		    GENERAL 2,000
    PALM BEACH POLICE FOUNDATION
    PALM BEACH POLICE FOUNDATION
    139 N COUNTY RD ST 20C
    139 N COUNTY RD ST 20C
    PALM BEACH,FL33480     		    GENERAL 2,000
    PALM BEACH DRAMA WORKS
    PALM BEACH DRAMA WORKS
    201 CLEMATIS STREET
    201 CLEMATIS STREET
    WEST PALM BEACH,FL33401     		    GENERAL 1,000
    CENTER FOR CREATIVE EDUCATION INC
    CENTER FOR CREATIVE EDUCATION INC
    425 24TH STREET
    425 24TH STREET
    WEST PALM BEACH,FL33407     		    GENERAL 1,500
    BASCOM PALMER
    BASCOM PALMER
    PO BOX 016880
    PO BOX 016880
    MIAMI,FL33101     		    GENERAL 2,500
    NEW YORK MUSIC FESTIVAL
    NEW YORK MUSIC FESTIVAL
    36 W 44TH STREET ST 1010A
    36 W 44TH STREET ST 1010A
    NEW YORK,NY10036     		    GENERAL 1,000
    THE FUND FOR JOHNS HOPKINS MEDICINE
    THE FUND FOR JOHNS HOPKINS MEDICINE
    750 EAST PRATT ST17TH FL
    750 EAST PRATT ST17TH FL
    BALTIMORE,MD21202     		    GENERAL 1,000
    COMMUNITY FOUNDATION SANTA CRUZ CNT
    COMMUNITY FOUNDATION SANTA CRUZ CNTY
    7807 SOQUEL DRIVE
    7807 SOQUEL DRIVE
    APTOS,CA95003     		    GENERAL 52,000
    Total .................................bullet 3a 172,803
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aPRINCIPAL PLAYERS          
    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 1,041  
    4 Dividends and interest from securities....     14 56,583  
    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.....     15 1,410  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 121,471  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aENTERPRISE PRODUCTS PARTNER     		211110 95,891 18    
    bPHILLIPS 66 PARTNERS 211110 -39 18    
    cICAHN 211110 -475 18    
    dEQT MIDSTREAM PARTNERS 211110 -3,528 18    
    eSUNCOKE ENERGY PARTNERS 211110 -1,498 18    
    fTEEKAY LNG PARTNERS 211110 39 18    
    gANDEAVOR LOGISTICS 211110 -4,717 18    
    hANTERO MIDSTREAM PARTNERS 211110 -3,042 18    
    iBLACKSTONE GROUP 211110 142 18    
    jCNZ MIDSTREAM PARTNERS 211110 -189 18    
    kCRESTWOOD EQUITY 211110 -1,193 18    
    lMPLX 211110 -1,640 18    
    mOAKTREE CAPITAL 211110 7 18    
    nTALLGRASS ENERGY 211110 -386 18    
    oEQGP HOLDINGS 211110 -540 18    
    pPBF LOGISTICS 211110 -76 18    
    qVALERO ENERGY PARTNERS LP 211110 -44 18    
    rPARTNERSHIP INCOME     18 176  
    12 Subtotal. Add columns (b), (d), and (e).. 78,712 180,681  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    259,393
    (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.)
    1A PROVIDING OPPORTUNITY AND FORUM FOR LOCAL YOUTH ACTORS IN COMMUNITY
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS EVANS & FEAGANSPA
    Employer identification number

    59-2409780
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS EVANS & FEAGANSPA         		Employer identification number
    59-2409780
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    PETER HALMOS  
    C/O MEYERS EVANS FEAGANS PA
    5090 PGA BLVD SUITE 300
    PALM BEACH GARDENS, FL33418

    		$ 30,024


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    VICKI HALMOS  
    C/O MEYERS EVANS FEAGANS PA
    5090 PGA BLVD SUITE 300
    PALM BEACH GARDENS, FL33418

    		$ 5,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS EVANS & FEAGANSPA         		Employer identification number

    59-2409780
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE PETER HALMOS FAMILY FOUNDATION
    C/O MEYERS EVANS & FEAGANSPA         		Employer identification number

    59-2409780
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 26,215 8,650    

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

    TY 2018 DepreciationSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    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
    FILM EQUIPMENT 2004-07-13 5,874 5,874 200DB 5.0000        
    LAPTOP COMPUTER 2004-09-15 2,332 2,332 200DB 5.0000        
    VIDEO EQUIPMENT 2005-06-30 8,021 8,021 200DB 5.0000        
    ROUTER FOR INTERNET 2005-06-30 573 573 200DB 5.0000        
    MUSIC EQUIPMENT FROM GUITAR CENTER 2005-06-30 6,746 6,746 200DB 5.0000        
    PROJECTOR 2005-08-31 958 958 200DB 5.0000        
    MONITOR 2005-08-31 205 205 200DB 5.0000        
    FILM EQUIPMENT 2005-09-30 3,838 3,838 200DB 5.0000        
    CD COLLECTION 2005-09-30 1,517 1,517 200DB 5.0000        
    AUDIO RECORDING DEVICE 2005-10-31 545 545 200DB 5.0000        
    SOUND & MICROPHONE EQUIPMENT 2009-01-25 17,074 17,074 200DB 5.0000        
    HP COMPUTER 2010-03-24 2,006 2,006 200DB 5.0000        

    TY 2018 ExplnOfNonFilingWithAGStmt
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Statement:
    FLORIDA DOES NOT WANT A COPY OF FORM 990-PF

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPS EMERGING SECTOR 10,971  
    ALPS ETF TR EQUAL 6,984  
    ALPS SECTOR DIVIDEND 51,092  
    AMERICAN CAMPUS COMMUNITY 136,648  
    ANDEAVOR LOGISTICS 45,888  
    ANTERO MIDSTREAM PARTNERS    
    ARBOR RLTY TR INC    
    ARES CAP CORP COM 15,632  
    AT&T 48,369  
    BED BATH & BEYOND 7,201  
    BLACKSTONE GROUP 23,543  
    BRIGGS & STRATTON CORP 20,168  
    CAL MAINE FOODS INC    
    CAMBRIA SHAREHOLDER    
    CARLYLE GROUP 2,350  
    CENTER COAST BRKFLD 10,264  
    CISCO SYS    
    CITIGROUP INC COM 85,528  
    CLEARBRIDGE ENERGY 3,965  
    CLEARWAY ENERGY INC 1,679  
    CNX MIDSTREAM PARTNERS 3,113  
    CNX RESOURCES 1,409  
    COLONY CAP INC 34,366  
    COLONY STARWOOD HOME    
    CONDUENT INC 144  
    CORECIVIC INC COM 4,064  
    COVANTA HLDG CORP COM 1,573  
    CRESTWOOD EQUITY PARTNERS    
    DORCHESTER MINERALS 1,972  
    DOW CHEM CO COM    
    DOWDUPONT INC    
    EATON VANCE 6,584  
    EDUCATION RLTY TR INC    
    ENTERPRISE PRODUCTS PARTNERS LP    
    EQT GP HOLDINGS 12,060  
    EQT MIDSTREAM PARTNERS 35,436  
    EXXON MOBIL CORP 8,188  
    FARMLAND PARTNERS 26,482  
    FEDERAL AGRIC MTG 13,796  
    FIDUCIARY / CLAYMORE 6,658  
    FIRST TR EXCHANGE 2,913  
    GALLAGHER ARTHUR J 647  
    GAMESTOP CORP NEW 9,214  
    GAMING & LEISURE 6,662  
    GENERAL ELECTRIC CO    
    GENERAL MOTORS COMPANY 12,027  
    GLADSTONE COML CORP 9,690  
    GLOBAL X SUPERDIVIDEND 9,910  
    GLOBAL X SUPERDIVIDEND 1,402  
    HSBC HLDGS PLC SPON 3,530  
    HUSKY ENERGY INC 1,425  
    ICAHN ENTERPRISES    
    INVESCO EXCHANGE 1,126  
    INVESCO EXCHANGE 6,531  
    INVITATION HOMES 6,038  
    IRON MTN INC 39,868  
    ISHARES RESIDENTIAL 5,598  
    ISHARES SILVER SHARES 33,363  
    JERNIGAN CAP 10,215  
    JP MORGAN CHASE 641  
    JP MORGAN EXCHANGE 25,115  
    JUNIPER NETWORKS INC 3,065  
    KINDER MORGAN 19,340  
    KINGSTONE COS    
    LADDER CAP CORP 1,379  
    LAMAR ADVERTISING    
    LAS VEGAS SANDS    
    LIBERTY ALL-STAR GROWTH 4,109  
    LINCOLN NATL CORP 34,690  
    LTC PPTYS INC 47,294  
    MANULIFE FINL CORP 1,893  
    MARATHON PETE CORP 13,923  
    MEDICAL PROPERTIES TRUST 2,657  
    METLIFE INC 4,726  
    MOLSON COORS BREWING 6,575  
    MONROE CAP CORP 12,896  
    MPLX LP 1,783  
    NEXTERA ENERGY 12,407  
    NORDSTROM INC    
    NRG YIELD INC    
    OAKTREE CAP GROUP 5,053  
    OMEGA HEALTHCARE INVESTORS    
    ONE LIBERTY PROPERTIES    
    ORGANICS ETF 3,306  
    OTC MKTS GROUP 39,693  
    PATTERN ENERGY GROUP 1,954  
    PAYCHEX INC    
    PBF LOGISTICS 1,874  
    PEMBINA PIPELINE 6,620  
    PERRIGO CO    
    PHILIPS 66 PARTNERS    
    PLYMOUTH INDL REIT 3,935  
    POWERSHARES DYNAMIC    
    PROSPECT CAPITAL CORP 16,360  
    READY CAPITAL CORP 10,998  
    SABINE ROYALTY TR 4,679  
    SEADRILL PARTNERS LLC 3,945  
    SEAGATE TECHNOLOGY    
    SELECT SECTOR SPDR AMEX    
    SENIOR HOUSING PROPERTY TRUST    
    SENIOR HOUSING PROPERTY TRUST 15,063  
    SIMON PPTY GROUP 16,987  
    SPDR S&P DIVIDEND 12,631  
    STORE CAP CORP COM 2,460  
    SUN LIFE FINL INC 4,469  
    SUNCOKE ENERGY PARTNERS 11,963  
    SUTHERLAND ASSET MGMT    
    TALLGRASS ENERGY 2,181  
    TARGA RES CORP    
    TCG BDC 1,857  
    TEEKAY LNG PARTNERS    
    TENNECO INC 11,093  
    TEVA PHARMACEUTICAL 3,358  
    THOR INDS INC 50,697  
    TIFFANY & CO 23,068  
    TWITTER INC    
    VALERO ENERGY 10,926  
    VALERO ENERGY PARTNERS 3,701  
    VALLEY NATL BANCORP 5,905  
    VANECK VECTORS    
    VANGUARD HIGH DIVIDEND 17,229  
    VERIZON COMMUNICATIONS 15,511  
    VODAFONE GROUP PLC 2,187  
    WADDELL & REED FINANCIAL    
    WESTERN REFNG INC    
    WESTERN REFNG LOGISTICS    
    WEYERHAUSER CO    
    WHITESTONE REIT COM 41,972  
    WISDOMTREE SMALL CAP 2,725  
    XEROX CORP COM 38,477  

    TY 2018 LandEtcSchedule2
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
      49,689 49,689    


    TY 2018 OtherAssetsSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDEND RECEIVABLE 2,669 1,725  
    CAPITAL GAIN RECEIVABLE      
    FEDERAL ESTIMATED TAX 27,262 12,147  


    TY 2018 OtherExpensesSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PRINCIPAL PLAYERS        
    PLAY - MUSIC 1,617     1,617
    PLAY INSURANCE 888     888
    PRODUCTION COSTS 3,800     3,800
    MUSIC ROYALTIES 3,275     3,275
    PRODUCTION LIGHTING, EFFECTS 3,287     3,287
    UTILITIES 1,007     1,007
    ADVERTISING 5,639     5,639
    EXPENSES        
    BANK CHARGES 125     125
    OFFICE EXPENSE 511     511
    PARTNERSHIP NON-DEDUCTIBLE EX 327      
    PARTNERSHIP INVESTMENT INT EX 1,279 1,279    


    TY 2018 OtherIncomeSchedule2
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ETRADE 1,264 1,264  
    PARTNERSHIP K-1 62 62  
    PARTNERSHIP K-1 84 84  
    ENTERPRISE PRODUCTS PARTNER 95,891   95,891
    PHILLIPS 66 PARTNERS -39   -39
    ICAHN -475   -475
    EQT MIDSTREAM PARTNERS -3,528   -3,528
    SUNCOKE ENERGY PARTNERS -1,498   -1,498
    TEEKAY LNG PARTNERS 39   39
    ANDEAVOR LOGISTICS -4,717   -4,717
    ANTERO MIDSTREAM PARTNERS -3,042   -3,042
    BLACKSTONE GROUP 142   142
    CNZ MIDSTREAM PARTNERS -189   -189
    CRESTWOOD EQUITY -1,193   -1,193
    MPLX -1,640   -1,640
    OAKTREE CAPITAL 7   7
    TALLGRASS ENERGY -386   -386
    EQGP HOLDINGS -540   -540
    PBF LOGISTICS -76   -76
    VALERO ENERGY PARTNERS LP -44   -44
    PARTNERSHIP INCOME 176   176


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PRINCIPAL PLAYERS 11,962     11,962


    TY 2018 TaxesSchedule
    Name:
    THE PETER HALMOS FAMILY FOUNDATION
     
    C/O MEYERS EVANS & FEAGANSPA
    EIN:
    59-2409780
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LICENSES & PERMITS 61     61
    INCOME TAX 18,709      
    FOREIGN TAXES 96 96