Form990-PF
Click to see attachment

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
COLBURN-KEENAN FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 811
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ENFIELD, CT06083
A Employer identification number

20-4634920
B Telephone number (see instructions)

(800) 966-2431
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$9,756,742J 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) 200
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 232,088 232,088  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 288,611
b Gross sales price for all assets on line 6a 288,611
7 Capital gain net income (from Part IV, line 2)... 288,611
8 Net short-term capital gain.........  
9 Income modifications........... 11,197
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........ 520,899 520,699 11,197
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 52,602 21,041   31,561
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 12,500 12,500   0
c Other professional fees (attach schedule).... Click to see attachment 30,461 30,461   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,006 6,209   2,797
19 Depreciation (attach schedule) and depletion... Click to see attachment 252 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 17,326 12,647   4,678
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 122,147 82,858   39,036
25 Contributions, gifts, grants paid....... 528,171 528,171
26 Total expenses and disbursements. Add lines 24 and 25 650,318 82,858   567,207
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -129,419
b Net investment income (if negative, enter -0-) 437,841
c Adjusted net income (if negative, enter -0-)... 11,197
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............. 109,605 66,568 66,568
2 Savings and temporary cash investments.........      
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)....... 10,787,695 Click to see attachment9,690,069 9,690,069
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 bullet4,948
Less: accumulated depreciation (attach schedule) bullet4,843 357 105 105
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,897,657 9,756,742 9,756,742
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 59,958 55,785
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)......... 59,958 55,785
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.................. 10,837,699 9,700,957
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)..... 10,837,699 9,700,957
31 Total liabilities and net assets/fund balances (see instructions). 10,897,657 9,756,742
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
10,837,699
2
Enter amount from Part I, line 27a .....................
2
-129,419
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11,197
4
Add lines 1, 2, and 3 ..........................
4
10,719,477
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,018,520
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
9,700,957
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 CAPITAL GAINS DIVIDENDS P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 288,611     288,611
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       288,611
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 288,611
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 482,145 10,286,143 0.046873
2016 619,340 9,909,226 0.062501
2015 427,934 10,384,737 0.041208
2014 470,532 10,736,611 0.043825
2013 451,670 9,270,705 0.048720
2
Total of line 1, column (d) .....................
2
0.243127
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
0.048625
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
10,394,146
5
Multiply line 4 by line 3......................
5
505,415
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,378
7
Add lines 5 and 6........................
7
509,793
8
Enter qualifying distributions from Part XII, line 4,.............
8
567,207
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 4,378
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 4,378
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 4,378
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,974
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,974
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 5
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 1,591
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,591 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.COLKEEN.ORG
    14
    The books are in care ofbulletSUSAN FERRIS Telephone no.bullet (800) 966-2431

    Located atbulletPO BOX 811ENFIELDCT ZIP+4bullet06083
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........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
    DAWN BRYANT TREASURER
    2.00     		0 0 0
    PO BOX 811
    ENFIELD,CT06083
    DR RICH STEINGART BOARD MEMBER
    1.00     		0 0 0
    PO BOX 811
    ENFIELD,CT06083
    HILARY KEENAN BOARD MEMBER
    1.00     		0 0 0
    PO BOX 811
    ENFIELD,CT06083
    CHRISTINE PINEO SECRETARY
    1.00     		0 0 0
    PO BOX 811
    ENFIELD,CT06083
    SUSAN KEENAN BOARD MEMBER
    1.00     		0 0 0
    PO BOX 811
    ENFIELD,CT06083
    COLLEEN BERNDT BOARD MEMBER
    1.00     		0 0 0
    PO BOX 811
    ENFIELD,CT06083
    KIMBERLY CONANT MANAGING DIRECTOR
    30.00     		0 0 0
    PO BOX 811
    ENFIELD,CT06083
    RENEE OLIVERI BOARD MEMBER
    1.00     		0 0 0
    PO BOX 811
    ENFIELD,CT06083
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    10,384,332
    b
    Average of monthly cash balances.......................
    1b
    168,100
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,552,432
    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
    10,552,432
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    158,286
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,394,146
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    519,707
    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
    519,707
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    4,378
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,378
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    515,329
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    515,329
    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
    515,329
    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
    567,207
    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
    567,207
    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
    4,378
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    562,829
    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 7 515,329
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 255,874
    b Total for prior years:20, 20, 20 0
    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........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 567,207
    a Applied to 2017, but not more than line 2a 255,874
    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 2018 distributable amount..... 311,333
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		203,996
    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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    COLBURN-KEENAN FOUNDATION INC
    PO BOX 811
    ENFIELD,CT06083
    (800) 966-2431
    ADMIN@COLKEEN.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    CALL, WRITE OR GO TO WWW.COLKEEN.ORG FOR AN APPLICATION. ADDRESS TO CONTACT IN WRITING IS PO BOX 811, ENFIELD, CT 06083
    cAny submission deadlines:
    OCTOBER 1ST EACH YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PROJECTS MUST INTEND TO IMPROVE THE QUALITY OF LIFE AND HEALTH OF MEMBERS OF THE BLEEDING DISORDERS AND CHRONIC ILLNESSES COMMUNITIES.
    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
    ALASKA HEMOPHILIA ASSOC
    3851 PIPER ST STE U-1401
    ANCHORAGE,AK99508     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 7,931
    ARIZONA HEMOPHILIA ASSOCIATION
    826 N 5TH AVENUE
    PHOENIX,AZ85003     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 1,000
    BLEEDING DISORDERS ALLIANCE OF ILLINOIS
    210 S DESPLAINES
    CHICAGO,IL60661     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 3,218
    CAMP BOGGY CREEK
    30500 BRANTLEY BRANCH ROAD
    EUSTIS,FL32736     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 4,199
    CAMP HOLIDAY TRAILS
    400 HOLIDAY TRAILS MANE
    CHARLOTTESVILLE,VA22903     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 4,260
    CAMP SUNSHINE AT SEBAGO LAKE INC
    35 ACADIA RD
    CASCO,ME04015     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 3,511
    CAMP TANAGER
    1614 W MT VERNON RD
    MOUNT VERNON,IA52314     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 1,774
    CENTRAL CA HEMOPHILIA FOUNDATION
    PO BOX 163689
    SACRAMENTO,CA95816     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 7,500
    CENTRAL OHIO CHAPTER OF NHF
    4400 N HIGH ST STE 402
    COLUMBUS,OH43214     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 1,000
    CONNECTICUT HEMOPHILIA SOCIETY
    PO BOX 548
    WINDSOR,CT06095     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 1,000
    CURE CHILDHOOD CANCER ASSOCIATION
    200 WESTFALL RD
    ROCHESTER,NY14623     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 850
    EASTERN PENNSYLVANIA CHAPTER OF NHF
    1489 BALTIMORE PIKE STE 227
    SPRINGFIELD,PA19064     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 2,000
    FAMOHIO INC
    2425 ROSCOE CT
    DUBLIN,OH43016     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 1,000
    FLORIDA HEMOPHILIA ASSOCIATION
    915 MIDDLE RIVER DRIVE SUITE 421
    FORT LAURDERDALE,FL33304     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 11,000
    GATEWAY HEMOPHILIA ASSOCIATION
    4976 EICHELBERGER STREET
    ST LOUIS,MO63109     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 3,356
    GREAT LAKES HEMOPHILIA FOUNDATION
    638 N 18TH STREET SUITE 108
    MILWAUKEE,WI53233     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 4,000
    HAWAII CHAPTER OF NHF
    91-1121 KEAUNUI DR STE 108 118
    EWA BEACH,HI96707     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 1,881
    HEMOPHILIA AND BLEEDING DISORDERS OF ALABAMA
    917 W OSCEOLA ST
    WETUMPKA,AL36092     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 2,000
    HEMOPHILIA ALLIANCE OF MAINE
    PO BOX 794
    AUGUSTA,ME04332     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 7,100
    HEMOPHILIA ASSOCIATION OF NEW JERSEY
    197 ROUTE 18 SOUTH SUITE 206
    NORTH EAST BRUNSWICK,NJ08816     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 200
    HEMOPHILIA ASSOCIATION OF THE CAPITOL AREA
    8136 OLD KEENE MILL RD STE A312
    SPRINGFIELD,VA22152     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 7,000
    HEMOPHILIA CENTER OF WESTERN NEW YORK
    936 DELEWARE AVE STE 300
    BUFFALO,NY14209     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 2,709
    HEMOPHILIA COUNCIL OF CALIFORNIA
    4629 WHITNEY AVE STE 1
    SACRAMENTO,CA95821     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 10,000
    HEMOPHILIA FEDERATION OF AMERICA
    999 NORTH CAPITOL ST NE STE 201
    WASHINGTON,DC20002     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 25,000
    HEMOPHILIA FOUNDATION OF MARYLAND
    13 CLASS COURT
    PARKVILLE,MD21234     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 2,400
    HEMOPHILIA FOUNDATION OF MICHIGAN
    1921 W MICHIGAN AVE
    YPSILANTI,MI48197     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 5,346
    HEMOPHILIA FOUNDATION OF OREGON
    456 SW MONROE AVE STE 102
    CORVALLIS,OR97333     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 5,390
    HEMOPHILIA FOUNDATION OF SOUTHERN CA
    959 E WALNUT STREET SUITE 114
    PASADENA,CA91106     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 14,170
    HEMOPHILIA OF INDIANA
    6910 NSHADELAND AVENUE SUITE 140
    INDIANAPOLIS,IN46220     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 3,428
    HEMOPHILIA OF IOWA INC
    6300 ROCKWELL DR NE STE 104
    CEDAR RAPIDS,IA52402     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 7,500
    HEMOPHILIA OF NORTH CAROLINA
    260 TOWN HALL DRIVE SUITE A
    MORRISVILLE,NC27560     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 11,000
    HEMOPHILIA OF SOUTH CAROLINA
    439 CONGAREE ROAD STE BOX 5
    GREENVILLE,SC29607     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 13,042
    IDAHO CHAPTER NATIONAL HEMOPHILIA FOUNDATION
    4696 OVERLAND ROAD SUITE 234
    BOISE,ID83705     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 1,000
    LONE STAR CHAPTER OF THE NHF
    5600 NORTHWEST CENTRAL SUITE 140
    HOUSTON,TX77092     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 1,000
    MARY M GOOLEY HEMOPHILIA TREATMENT CENTER INC
    1415 PORTLAND AVENUE SUITE 500
    ROCHESTER,NY14621     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 3,400
    MIDWEST HEMOPHILIA ASSOCIATION
    8900 STATE LINE ROAD SUITE 411
    LEAKWOOD,KS66206     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 4,147
    NATIONAL HEMOPHILIA FOUNDATION
    7 PENN PLAZA SUITE 1204
    NEW YORK,NY10001     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 10,000
    NEVADA CHAPTER OF THE NATIONAL HEMOPHILIA FOUNDATION
    222 S RAINBOW BLVD STE 203
    LAS VEGAS,NV89145     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 2,000
    NEW ENGLAND HEMOPHILIA ASSOCIATION
    347 WASHINGTON STREET SUITE 402
    DEDHAM,MA02026     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 6,171
    NEW YORK CITY HEMOPHILIA CHAPTER
    315 WEST 36TH STREET 2ND FLOOR
    NEW YORK,NY10018     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 5,000
    NORTHERN OHIO HEMOPHILIA FOUNDATION
    5000 ROCKSIDE RD 230
    INDEPENDENCE,OH44131     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 8,188
    OKLAHOMA HEMOPHILIA FOUNDATION
    8283 N OWASSO EXPRESSWAY SUITE H
    OWASSO,OK74055     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 12,712
    ONE HEARTLAND MN
    2101 HENNEPIN AVE S STE 200
    MINNEAPOLIS,MN55405     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 14,000
    ROCKY MOUNTAIN HEMOPHILIA & BLEEDING DISORDERS ASSOCIATION
    1627 WEST MAIN STREET 142
    BOZEMAN,MT59715     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 6,100
    TENNESSEE HEMOPHILIA & BLEEDING DISORDERS FOUNDATION
    1819 WARD DRIVE SUITE 102
    MURFREESBORO,TN37129     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 4,750
    TEXAS CENTRAL HEMOPHILIA ASSOCIATION
    12700 HILLCREST ROAD SUITE 191
    DALLAS,TX75230     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 9,000
    THE BLEEDING DISORDER FOUNDATION OF WA
    9639 FIRDALE AVENUE SUITE A
    EDMONDS,WA98020     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 6,500
    THE PAINTED TURTLE
    1300 4TH STREET SUITE 300
    SANTA MONICA,CA90401     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 10,000
    TRI-STATE BLEEDING DISORDER FOUNDATION
    635 W SEVENTH ST STE 407
    CINCINNATI,OH45203     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 8,500
    UNITED HEMOPHILIA FOUNDATION
    12138 CENTRAL AVE STE 872
    MITCHELLVILLE,MD20721     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 12,000
    VARIOUS INDIVIDUALS (HIPAA REQUIRES THE PATIENT INFORMATION REMAIN PRIVATE)
    PO BOX 811
    ENFIELD,CT06083     		NONE N/A SCHOLARSHIPS & ASSISTANCE TO INDIVIDUALS WITH CHRONIC BLOOD DISORDERS 221,928
    VIRGINIA HEMOPHILIA FOUNDATION
    410 N RIDGE ROAD SUITE 215
    RICHMOND,VA23229     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 2,000
    WESTERN PENNSYLVANIA CHAPTER OF THE NHF
    20411 ROUTE 19 UNIT 14
    CRANBERRY TOWNSHIP,PA16066     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 1,610
    WISCONSON BLEEDING DISORDERS NETWORK
    W237S9730 PAR AVENUE
    BIG BEND,WI53103     		NONE 501(C) 3 PROVIDE ASSISTANCE TO PATIENTS WITH SPECIFIC CHRONIC ILLNESES 2,400
    Total .................................bullet 3a 528,171
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 232,088  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 288,611  
    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).. 0 520,699 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    520,699
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    COLBURN-KEENAN FOUNDATION INC
    EIN:
    20-4634920
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,500 12,500   0

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

    TY 2018 DepreciationSchedule
    Name:
    COLBURN-KEENAN FOUNDATION INC
    EIN:
    20-4634920
    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
    OFFICE EQUIPMENT 2015-07-01 1,000 643 SL 3.000000000000 252 0    
    OFFICE EQUIPMENT 2009-07-01 3,948 3,948 SL 5.000000000000 0 0    

    TY 2018 GeneralExplanationAttachment
    Name:
    COLBURN-KEENAN FOUNDATION INC
    EIN:
    20-4634920
    Identifier Return Reference Explanation
    DISCLOSURE OF GRANT RECIPIENT INFORMATION FORM 990PF, PG 11, PART XV: IDENTIFYING INFORMATION FOR GRANT RECIPIENTS HAS BEEN OMITTED FROM PART XV FOR PRIVACY CONCERNS.AS DESCRIBED IN PART XV, ITEM 3, GRANTS ARE MADE TO INDIVIDUALS WITH A SPECIFIC MEDICAL CONDITION.IDENTFYING INFORMATION WILL BE SUBMITTED TO THE IRS UPON REQUEST.

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    COLBURN-KEENAN FOUNDATION INC
    EIN:
    20-4634920
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MUTUAL FUNDS- UNITED CAPITAL 9,690,069 9,690,069

    TY 2018 OtherDecreasesSchedule
    Name:
    COLBURN-KEENAN FOUNDATION INC
    EIN:
    20-4634920
    Description Amount
    NET UNREALIZED LOSSES 1,018,520


    TY 2018 OtherExpensesSchedule
    Name:
    COLBURN-KEENAN FOUNDATION INC
    EIN:
    20-4634920
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 2,114 1,836   278
    OFFICE EXPENSE 4,821 1,928   2,892
    PROCESSING FEES 6,452 4,944   1,508
    SCHOLARSHIP ONLINE SERVIC 3,939 3,939   0


    TY 2018 OtherIncreasesSchedule
    Name:
    COLBURN-KEENAN FOUNDATION INC
    EIN:
    20-4634920
    Description Amount
    INCOME MODIFICATIONS 11,197


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    COLBURN-KEENAN FOUNDATION INC
    EIN:
    20-4634920
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR FEES 30,461 30,461   0


    TY 2018 TaxesSchedule
    Name:
    COLBURN-KEENAN FOUNDATION INC
    EIN:
    20-4634920
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 4,662 1,865   2,797
    FOREIGN TAX PAID 4,344 4,344   0