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 RAVITZ FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)514 SOUTH ROSE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KALAMAZOO, MI490075212
A Employer identification number

38-3508943
B Telephone number (see instructions)

(269) 382-2844
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$37,997,895J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 34,291 34,291  
4 Dividends and interest from securities... 1,014,311 1,014,311  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,669,188
b Gross sales price for all assets on line 6a 17,939,574
7 Capital gain net income (from Part IV, line 2)... 1,669,188
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,717,790 2,717,790  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 215,550 95,672   119,878
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 23,451 10,376   13,075
16a Legal fees (attach schedule)......... Click to see attachment 1,875 937   938
b Accounting fees (attach schedule)....... Click to see attachment 21,000 10,500   10,500
c Other professional fees (attach schedule).... Click to see attachment 205,562 205,562   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 65,295 295   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 20,400 10,200   10,200
21 Travel, conferences, and meetings....... 1,636 818   818
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 18,981 5,753   13,228
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 573,750 340,113   168,637
25 Contributions, gifts, grants paid....... 2,419,703 2,419,703
26 Total expenses and disbursements. Add lines 24 and 25 2,993,453 340,113   2,588,340
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -275,663
b Net investment income (if negative, enter -0-) 2,377,677
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 346,525 297,902 297,902
2 Savings and temporary cash investments......... 2,023,890 1,049,661 1,049,661
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   8,361    
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)....... 6,347,656 Click to see attachment4,507,899 5,186,296
c Investments—corporate bonds (attach schedule)....... 8,369,299 Click to see attachment8,698,876 8,535,048
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,497,537 Click to see attachment16,763,267 22,928,988
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 31,593,268 31,317,605 37,997,895
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 19,798,753 19,798,753
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 11,794,515 11,518,852
30 Total net assets or fund balances (see instructions)..... 31,593,268 31,317,605
31 Total liabilities and net assets/fund balances (see instructions). 31,593,268 31,317,605
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
31,593,268
2
Enter amount from Part I, line 27a .....................
2
-275,663
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
31,317,605
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
31,317,605
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 FROM K-1 INVESCO DB BASE METALS FUND - OTHER GAINS      
b FROM K-1 INVESCO DB COMMODITY INDEX - OTHER GAINS      
c LITIGATION SETTLEMENT PROCEEDS      
d PUBLICLY TRADED SECURITIES - COMERICA BANK      
e PUBLICLY TRADED SECURITIES - COMERICA BANK      
PUBLICLY TRADED SECURITIES - MORGAN STANELY - 049986      
PUBLICLY TRADED SECURITIES - MORGAN STANELY - 049986      
PUBLICLY TRADED SECURITIES - MORGAN STANELY - 142487      
PUBLICLY TRADED SECURITIES - MORGAN STANELY - 142487      
PUBLICLY TRADED SECURITIES - COMERICA BANK      
(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     12,512 -12,512
b     32,228 -32,228
c 514     514
d 3,237,386   3,147,533 89,853
e 6,148,796   5,019,106 1,129,690
5,735,205   5,725,105 10,100
1,801,611   1,307,933 493,678
414,955   422,881 -7,926
584,919   603,088 -18,169
16,188     16,188
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       -12,512
b       -32,228
c       514
d       89,853
e       1,129,690
      10,100
      493,678
      -7,926
      -18,169
      16,188
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 1,669,188
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 1,936,343 41,170,594 0.047032
2016 2,054,101 38,330,880 0.053589
2015 1,793,789 39,468,717 0.045448
2014 1,892,642 40,162,174 0.047125
2013 2,020,909 37,706,985 0.053595
2
Total of line 1, column (d) .....................
2
0.246789
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
0.049358
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
42,448,670
5
Multiply line 4 by line 3......................
5
2,095,181
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
23,777
7
Add lines 5 and 6........................
7
2,118,958
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,588,340
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 23,777
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 23,777
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 23,777
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 78,612
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 128,612
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10 104,835
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet104,835 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)
    bulletMI
    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 addressbulletN/A
    14
    The books are in care ofbulletMR BRUCE GELBAUGH Telephone no.bullet (269) 382-2844

    Located atbullet514 SOUTH ROSE STREETKALAMAZOOMI ZIP+4bullet49007
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BRUCE GELBAUGH TREASURER/DIRECTOR
    20.00     		91,350 2,650 0
    514 S ROSE STREET
    KALAMAZOO,MI49007
    BURTON SHIFMAN PRESIDENT/DIRECTOR
    15.00     		19,350 2,650 0
    514 S ROSE STREET
    KALAMAZOO,MI49007
    ARNOLD SHIFMAN DIRECTOR
    1.00     		5,000 0 0
    514 S ROSE STREET
    KALAMAZOO,MI49007
    JONATHAN AARON SECRETARY/DIRECTOR
    1.00     		5,000 0 0
    514 S ROSE STREET
    KALAMAZOO,MI49007
    LAWRENCE HANDLER DIRECTOR
    5.00     		5,000 0 0
    514 S ROSE STREET
    KALAMAZOO,MI49007
    CAROLE SHIFMAN PROGRAM DIRECTOR/DIRECTOR
    30.00     		87,350 2,650 0
    514 S ROSE STREET
    KALAMAZOO,MI49007
    STEVE MARGOLIN DIRECTOR
    1.00     		2,500 0 0
    514 S ROSE STREET
    KALAMAZOO,MI49007
    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
    MORGAN STANLEY INVESTMENT MANAGEMENT FEES 110,241
    40701 WOODWARD AVE SUITE 200
    BLOOMFIELD,MI48304
    COMERICA BANK INVESTMENT MANAGEMENT FEES 95,321
    PO BOX 75000
    DETROIT,MI48275
    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
    40,772,957
    b
    Average of monthly cash balances.......................
    1b
    2,322,139
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    43,095,096
    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
    43,095,096
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    646,426
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    42,448,670
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,122,434
    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
    2,122,434
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    23,777
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    23,777
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,098,657
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,098,657
    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
    2,098,657
    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
    2,588,340
    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
    2,588,340
    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
    23,777
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,564,563
    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 2,098,657
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 123,191
    b From 2014......  
    c From 2015......  
    d From 2016...... 170,419
    e From 2017......  
    fTotal of lines 3a through e........ 293,610
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,588,340
    a Applied to 2017, but not more than line 2a 0
    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..... 2,098,657
    e Remaining amount distributed out of corpus 489,683
    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 5 783,293
    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 ..........     		0
    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) ...     		123,191
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		660,102
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016.... 170,419
    d Excess from 2017....  
    e Excess from 2018.... 489,683
    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 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
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVENUE
    NEW YORK,NY101583560     		  PC GENERAL SUPPORT 75,000
    BIG BROTHERS BIG SISTERS
    3501 COVINGTON ROAD
    KALAMAZOO,MI49001     		  PC GENERAL SUPPORT 35,000
    BIRMINGHAM JEWISH CONNECTION
    40700 WOODWARD AVE STE 305
    BIRMINGHAM,MI48304     		  PC GENERAL SUPPORT 5,000
    BOYS & GIRLS CLUBS OF GREATER KALAMAZOO
    915 LAKE STREET
    KALAMAZOO,MI49001     		  PC GENERAL SUPPORT 25,000
    CISV USA - DETROIT CHAPTER
    PO BOX 20254
    FERNDALE,MI48220     		  PC PROGRAM SUPPORT - DETROIT CHAPTER 2,500
    CONGREGATION BETH SHALOM
    14601 WEST LINCOLN ROAD
    OAK PARK,MI482371333     		  PC SANCTUARY FUND 1,500
    CONGREGATION BETH SHALOM
    14601 WEST LINCOLN ROAD
    OAK PARK,MI48237     		  PC ACCSOCIAL ACTION-HOMELESS WEEK 2,500
    FAMILY & CHILDREN SERVICES
    1608 LAKE STREET
    KALAMAZOO,MI49001     		  PC GENERAL SUPPORT 5,000
    HEBREW FREE LOAN
    6735 TELEGRAPH RD 300
    BLOOMFIELD HILLS,MI48301     		  PC MICHIGAN JEWISH ORGANIZATION LOAN PROGRAM 125,000
    HEBREW FREE LOAN
    6735 TELEGRAPH RD 300
    BLOOMFIELD HILLS,MI48301     		  PC GENERAL SUPPORT 25,000
    HILLEL CAMPUS ALLIANCE OF MICHIGAN
    360 CHARLES STREET
    EAST LANSING,MI48823     		  PC GENERAL SUPPORT 115,000
    HILLEL DAY SCHOOL
    32200 MIDDLEBELT ROAD
    FARMINGTON HILLS,MI48334     		  PC ANNUAL FUND 5,000
    HILLEL OF METRO DETROIT
    5221 GULLEN MALL 667 SCB - WSU
    DETROIT,MI48202     		  PC SMALL CAMPUSES BIG IMPACT PROGRAM 25,000
    HOLOCAUST MEMORIAL CENTER
    28123 ORCHARD LAKE ROAD
    FARMINGTON HILLS,MI483343738     		  PC GENERAL SUPPORT 230,000
    HOLOCAUST MEMORIAL CENTER
    28123 ORCHARD LAKE ROAD
    FARMINGTON HILLS,MI48334     		  PC MUSEUM EDUCATION PROJECT 100,000
    ISRAEL TENNIS CENTERS
    3275 WEST HILLSBORO BOULEVARD SUITE
    102
    DEERFIELD BEACH,FL33442     		  PC ADDISON EMBRACE PROGRAM FOR CHILDREN AT-RISK 10,000
    JEWISH COMMUNITY CENTER OF METROPOLITAN DETROIT
    6600 W MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		  PC MACCABI GAMES & ARTSFEST 2019 25,000
    JEWISH COMMUNITY RELATIONS COUNCIL
    6735 TELEGRAPH ROAD SUITE 140
    BLOOMFIELD HILLS,MI48301     		  PC GENERAL SUPPORT 75,000
    JEWISH FAMILY SERVICE
    6555 WEST MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		  PC GENERAL SUPPORT 11,000
    JEWISH FEDERATION OF METROPOLITAN DETROIT
    6735 TELEGRAPH ROAD
    BLOOMFIELD HILLS,MI483032030     		  PC 2018 ISRAELI CAMPER FUND 300,000
    JEWISH FEDERATION OF METROPOLITAN DETROIT
    6735 TELEGRAPH ROAD PO BOX 2030
    BLOOMFIELD HILLS,MI483032030     		  PC NEXTGEN EPIC EVENT 500
    JEWISH FEDERATION OF METROPOLITAN DETROIT
    6735 TELEGRAPH RD 300
    BLOOMFIELD HILLS,MI483032030     		  PC RAVITZ SMALL MICHIGAN JEWISH COMMUNITIES INITIATIVE PROGRAMMING ENDOWMENT 100,000
    JEWISH HISTORICAL SOCIETY OF MICHIGAN
    6600 W MAPLE ROAD
    WEST BLOOMFIELD,MI483223003     		  PC GENERAL SUPPORT 9,703
    JEWISH SENIOR LIFE
    6710 WEST MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		  PC SECURING OUR FUTURE: THE CAMPAIGN FOR JEWISH SENIOR LIFE 50,000
    KADIMA
    15999 W 12 MILE ROAD
    SOUTHFIELD,MI48076     		  PC GENERAL SUPPORT 50,000
    KALAMAZOO DREAM CENTER
    1122 PORTAGE STREET
    KALAMAZOO,MI49001     		  PC GENERAL SUPPORT 2,500
    MINISTRY WITH COMMUNITY
    440 N EDWARDS STREET
    KALAMAZOO,MI49007     		  PC GENERAL SUPPORT 2,500
    NATIONAL COUNCIL OF JEWISH WOMEN
    26400 LAHSER ROAD SUITE 306
    SOUTHFIELD,MI480332675     		  PC BACK 2 SCHOOL STORE 5,000
    NATIONAL RAMAH COMMISSION INC
    3080 BROADWAY
    NEW YORK,NY10027     		  PC CAMP RAMAH 2,000
    OAKLAND OPPORTUNITY ACADEMY - OAKLAND SCHOOLS
    2111 PONTIAC LAKE ROAD
    WATERFORD,MI483282736     		  PC OAKLAND OPPORTUNITY ACADEMY STUDENT LEADERSHIP DEVELOPMENT 2,000
    TAMARACK CAMPS
    6735 TELEGRAGH ROAD SUITE 380
    BLOOMFIELD HILLS,MI48301     		  PC CAMP SCHOLARSHIPS 150,000
    TEMPLE ISRAEL
    5725 WALNUT LAKE ROAD
    WEST BLOOMFIELD,MI48323     		  PC GENERAL SUPPORT 2,500
    THE WELL
    5725 WALNUT LAKE ROAD
    WEST BLOOMFIELD,MI48323     		  PC GENERAL SUPPORT 40,000
    UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE STREET SUITE 8000
    ANN ARBOR,MI481091288     		  PC CAMP MICHIGANIA MOTT FAMILY PROGRAM 25,000
    UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE STREET SUITE 8000
    ANN ARBOR,MI481091288     		  PC RAVITZ RECRUITMENT ENHANCEMENT FUND 150,000
    UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE STREET SUITE 8000
    ANN ARBOR,MI481091288     		  PC ANNA S.F. LOK, M.D., BREAKTHROUGH RESEARCH FUND 150,000
    UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE STREET SUITE 8000
    ANN ARBOR,MI481091288     		  PC CRANIOFACIAL ANOMALIES PROGRAM-RESEARCH GIFTS 2,500
    YAD EZRA
    2850 W 11 MILE ROAD
    BERKLEY,MI48072     		  PC GENERAL SUPPORT 40,000
    AMERICAN TECHNION SOCIETY
    55 EAST 59TH STREET
    NEW YORK,NY10022     		  PC GENERAL SUPPORT 150,000
    BOCA RATON REGIONAL HOSPITAL
    745 MEADOWS ROAD
    BOCA RATON,FL33486     		  PC GENERAL SUPPORT 2,500
    DAUGHTERS OF ZION MINISTRIES OUTREACH
    21677 MELROSE AVENUE
    SOUTHFIELD,MI48075     		  PC GENERAL SUPPORT 1,250
    FRANKEL JEWISH ACADEMY
    6600 W MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		  PC GENERAL SUPPORT 500
    HILLEL UNIVERSITY OF MICHIGAN
    1429 HILL STREET
    ANN ARBOR,MI48104     		  PC SHABBAT CAMPAIGN 50,000
    HILLEL UNIVERSITY OF MICHIGAN
    1429 HILL STREET
    ANN ARBOR,MI48104     		  PC ENGAGEMENT AND EDUCATION EXPANSION 30,000
    MOISHE HOUSE
    5007 PROVIDENCE ROAD
    CHARLOTTE,NC28226     		  PC GENERAL SUPPORT 10,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
    220 EAST 42ND STREET SUITE 400
    NEW YORK,NY10017     		  PC HUMANITARIAN RELIEF EFFORTS 5,000
    KALAMAZOO LOAVES & FISHES
    901 PORTAGE STREET
    KALAMAZOO,MI490013005     		  PC GENERAL SUPPORT 35,000
    TAMARACK CAMPS
    6735 TELEGRAGH ROAD SUITE 380
    BLOOMFIELD HILLS,MI48301     		  PC GENERATIONS PROJECT 50,000
    BERKLEY EDUCATIONAL FOUNDATION
    14501 TALBOT
    OAK PARK,MI48237     		  PC GENERAL SUPPORT 2,500
    FRESH AIR SOCIETY
    6735 TELEGRAPH RD
    BLOOMFIELD HILLS,MI48301     		  PC GENERAL SUPPORT 5,000
    FRIENDS OF ISRAEL DEFENCE FORCES
    PO BOX 4224
    NEW YORK,NY10163     		  PC GENERAL SUPPORT 2,000
    HUDA CLINIC
    13240 WOODROW WILSON
    DETROIT,MI48238     		  PC GENERAL SUPPORT 1,000
    JEWISH COMMUNITY RELATIONS COUNCIL
    6735 TELEGRAPH RD STE 140
    BLOOMFIELD HILLS,MI48301     		  PC COMMUNITY BUILDING FOR OUTREACH WORK 45,000
    JEWISH FAMILY SERVICE
    6555 WEST MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		  PC SENIOR TRANSPORATION PROJECT 2,000
    NATIONAL RAMAH COMMISSION INC
    3080 BROADWAY
    NEW YORK,NY10027     		  PC GENERAL SUPPORT 3,000
    SAVE KIDS OF INCARCERTAED PARENTS
    669 BUSH DRIVE PO BOX 250347
    HOPE HULL,AL36043     		  PC GENERAL SUPPORT 1,250
    MAKE-A-WISH FOUNDATION
    7600 GRAND RIVER AVENUE SUITE 175
    BRIGHTON,MI48114     		  PC GENERAL SUPPORT 5,000
    LNS JEWISH ARCHIVES
    PO BOX 2030
    BLOOMFIELD HILLS,MI483032030     		  PC DIGITAL PROJECTS FUND 5,000
    OAKLAND UNIVERSITY
    507 GOLF VIEW
    ROCHESTER,MI483094488     		  PC BERNARD & NINA KENT JUDAIC STUDIES FUND 2,000
    JEWISH COMMUNITY CENTER OF METROPOLITAN DETROIT
    6600 W MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		  PC SPECIAL NEEDS INCLUSION PROGRAM 30,000
    Total .................................bullet 3a 2,419,703
    bApproved for future payment
    JEWISH COMMUNITY RELATIONS COUNCIL
    6735 TELEGRAPH ROAD SUITE 140
    BLOOMFIELD HILLS,MI48301     		  PC CAPACITY BUILDING FUND 45,000
    Total .................................bullet 3b 45,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 34,291  
    4 Dividends and interest from securities....     14 1,014,311  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,669,188  
    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 2,717,790 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,717,790
    (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:
    THE RAVITZ FOUNDATION
    EIN:
    38-3508943
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PLANTE & MORAN 21,000 10,500   10,500

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE RAVITZ FOUNDATION
    EIN:
    38-3508943
    Name of Bond End of Year Book Value End of Year Fair Market Value
    TOYOTA MOTOR CREDIT CORP 4.5% 06/17/2020 36,189 35,701
    INTEL CORP 3.3% 10/01/2021 36,982 36,381
    PHILIP MORRIS INTL INC 4.5% 03/26/2020 37,001 36,612
    CISCO SYSTEMS INC 2.45% 06/15/2020 37,200 36,803
    OCCIDENTAL PETROLEUM CORP 4.1% 02/01/2021 37,244 36,622
    EQUINOR ASA 2.750% 11/10/2021 37,403 36,701
    CATERPILLAR FINL SERVICE 1.85% 09/04/2020 37,739 37,260
    COMCAST CORP 3.125% 07/15/2022 37,819 36,902
    HOME DEPOT INC 1.8% 06/05/2020 37,832 37,456
    THE WALT DISNEY COMPANY 2.15% 09/17/2020 38,004 37,545
    AMERICAN HONDA FINANCE CORP 1.7% 09/09/2021 38,084 37,493
    BP CAPITAL MARKETS PLC 4.5% 10/01/2020 42,573 41,978
    ECOLAB INC 3.250% 01/14/2023 42,636 42,834
    CAPITAL ONE FINANCIAL CO 2.4% 10/30/2020 42,795 42,098
    ALTRIA GROUP INC 4.750% 05/05/2021 42,951 41,904
    ERP OPERATING LP 3.000% 04/15/2023 42,985 43,279
    JOHN DEERE CAPITAL CORP 2.700% 01/06/2023 43,094 42,911
    LOWES COS INC 3.875% 09/15/2023 43,191 42,311
    ORACLE CORP 1.9% 09/15/2021 43,224 42,689
    SOUTHERN CALIFORNIA EDISON CO 3.500% 10/01/2023 43,227 42,869
    STARBUCKS CORP 2.1% 02/04/2021 43,265 42,628
    KEYCORP 2.9% 09/15/2020 43,310 42,675
    WASTE MANAGEMENT INC 2.400% 05/15/2023 43,342 43,160
    AFLAC INC 3.625% 06/15/2023 43,412 43,143
    BERKSHIRE HATHAWAY INC 2.750% 03/15/2023 43,470 43,194
    SIMON PROPERTY GROUP LP 2.750% 06/01/2023 43,587 43,607
    UNITED PARCEL SERVICE 2.45% 10/01/2022 43,884 43,078
    CHUBB INA HOLDINGS INC 2.875% 11/03/2022 44,307 43,627
    ALPHABET INC 3.625% 05/19/2021 50,659 51,005
    TARGET CORP 3.500% 07/01/2024 51,090 51,340
    SANOFI 3.375% 06/19/2023 51,129 51,324
    EXXON MOBIL CORP 3.176% 03/15/2024 51,174 52,071
    COCA-COLA CO/THE 3.300% 09/1/2021 51,192 51,649
    RAYTHEON CO 2.500% 12/15/2022 51,226 51,649
    CHARLES SCHWAB CORP/THE 2.650% 01/25/2023 51,230 51,737
    GOLDMAN SACHS GROUP CO/THE 3.000% 04/26/2022 51,291 51,327
    CITIGROUP INC 4.000% 08/05/2024 51,343 51,374
    NOVARTIS CAPITAL CORP 3.400% 05/06/2024 51,500 52,296
    PEPSICO INC 3.600% 03/01/2024 51,524 51,770
    AMAZON.COM INC 2.800% 08/22/2024 51,536 52,486
    PROCTER & GAMBLE CO/THE 2.300% 02/06/2022 51,592 52,176
    AMERICAN EXPRESS CO 2.100% 09/12/2022 51,615 52,120
    UNITEDHEALTH GROUP INC 2.125% 03/15/2021 51,636 51,893
    APPLE INCE 2.100% 09/12/2022 51,636 52,178
    COVIDIEN INTERNATIONAL FINANCE SA 3.200% 06/15/2022 51,645 51,854
    MICRSOFT CORP 2.000% 08/08/2023 51,706 52,880
    BOEING CO/THE 2.200% 10/30/2022 51,732 52,088
    3M CO 3.250% 02/14/2024 51,811 52,318
    WALMART INC 1.900% 12/15/2020 51,811 52,168
    AMERIPRISE FINANCIAL INC 3.700% 10/15/2024 51,823 51,978
    PFIZER INC 3.000% 09/15/2021 51,831 52,310
    PRUDENTIAL FINANCIAL INC 3.500% 05/15/2024 51,859 52,285
    GENERAL DYNAMICS CORP 2.875% 05/11/2020 51,883 52,036
    METLIFE INC 3.600% 04/10/2024 52,060 52,358
    PEPSICO INC 2.25% 05/02/2022-2022 99,464 97,414
    ILLINOIS TOOL WORKS INC 3.500% 03/01/2024 101,863 101,533
    COCA-COLA CO/THE 2.875% 10/27/2025 148,917 144,411
    BERKSHIRE HATHAWAY INC 3.000% 02/11/2023 151,513 148,632
    ELI LILLY & CO 2.750% 06/1/2025 194,356 192,644
    CHEVRON CORPORATION 3.326% 11/17/2025-2025 206,075 198,424
    PHILIP MORRIS INTL INC 2.5% 08/22/2022 246,945 240,908
    HONEYWELL 1.85% 11/01/2021-2021 247,140 241,608
    BB&T CORP SR MEDIUM TERM NTS 2.05% 05/10/2021-2021 248,230 243,433
    APPLE INC 1.55% 02/07/2020 248,955 246,973
    MERCK & CO INC NEW 2.35% 02/10/2022 248,985 245,153
    DUKE ENERGY PROGRESS LCC 3.000% 09/15/2021 249,808 250,358
    QUALCOMM INC 2.9% 05/20/2024-2024 250,000 238,050
    WELLS FARGO & CO 2.1% 07/26/2021 250,185 242,195
    BANK NEW YORK MELLON CORP MEDIUM 2.661% 05/16/2023-2022 250,332 243,028
    HOME DEPOT INC 2.625% 06/01/2022-2022 251,303 247,378
    DISNEY WALT CO NEW MEDIUM TERM 2.15% 09/17/2020 253,116 247,008
    COSTCO WHOLSALE 2.25% 2/15/2022 254,080 244,350
    DEERE JOHN CAP CORP 2.8% 03/06/2023 254,152 244,430
    BOEING CO 2.85% 10/30/2024-2024 254,209 244,005
    INTERCONTINENTAL EXCHANCE INC 4.000% 10/15/2023 255,024 255,655
    VISA INC 3.15% 12/14/2025-2025 255,833 245,673
    BLACKROCK INC 5% 12/10/2019 256,166 254,483
    GENERAL ELECTRIC CAP CORP 3.1% 01/09/2023 256,885 233,278
    HERSHEY CO NT 4.125% 12/01/2020 257,787 255,278
    FLORIDA 3.1% 08/15/2021 258,516 249,645
    CISCO SYS INC 3.625% 03/04/2024 262,753 254,970

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE RAVITZ FOUNDATION
    EIN:
    38-3508943
    Name of Stock End of Year Book Value End of Year Fair Market Value
    LAMB WESTON HOLDINGS, INC. 11,035 27,144
    FIRST AMERN FINL CORP 16,609 17,276
    INTERNATIONAL GAME TECHNOLOGY (IGT) 17,828 13,986
    INTEL CORP 18,380 41,064
    AMAZON COM INC 20,406 79,604
    NORTHROP GRUMMAN CORP 22,430 46,531
    PAYPAL HLDGS INC 23,363 57,265
    PBF ENERGY INC 25,594 39,204
    ABBVIE INC 25,967 35,124
    T-MOBILE US INC 27,093 42,491
    LOCKHEED MARTIN CORP 27,986 45,560
    TAPESTRY INC 29,835 29,093
    ABBOTT LABS 30,900 54,537
    JOHNSON & JOHNSON 32,743 69,816
    LEGG MASON INC 33,054 25,791
    ALPHABET INC CL C 33,624 63,172
    SCORPIO TANKERS INC 34,105 10,183
    ADOBE SYS INC 34,763 84,388
    GILEAD SCIENCES INC 34,824 30,149
    CORNING INCORPORATED 35,137 47,822
    ONEOK INC 35,293 35,877
    LAS VEGAS SANDS CORP 35,856 29,460
    EXTENDED STAY AMER INC 36,144 32,752
    DOWDUPONT INC 36,563 39,896
    PFIZER INC 36,632 47,098
    EMERSON ELECTRIC ELEC CO 36,640 37,105
    CITIGROUP INC 36,692 44,459
    RAYTHEON COMPANY 36,700 58,120
    BOOKING HOLDINGS INC (BKNG) 36,780 36,171
    JPMORGAN CHASE & CO 37,294 63,843
    AMERICAN TOWER REIT 37,537 56,316
    STARWOOD PPTY TR INC 38,322 33,113
    LILLY ELI & CO 38,329 64,803
    NUCOR CORP 38,721 34,609
    AMGEN INC 39,380 89,159
    BERKSHIRE HATHAWAY CL B 39,393 69,625
    SUNTRUST BKS (STI) 39,856 30,314
    MERCK & CO INC NEW 42,190 84,586
    PRINCIPAL FINL GROUP 42,850 40,106
    INTERPUBLIC GROUP COS INC 43,433 38,949
    MORGAN STANLEY (MS) 43,495 39,254
    STARBUCKS CORP 43,516 50,168
    HOME DEPOT INC 44,124 71,305
    OLIN CORP COM PAR $1 45,163 41,849
    GOLDMAN SACHS GROUP INC 45,467 45,271
    BECTON DICKINSON & CO 46,728 66,244
    SEMPRA ENERGY 46,952 44,682
    CYRUSONE INC 48,899 44,684
    PACWEST BANCORP 48,956 34,678
    HONEYWELL INTERNATIONAL INC 49,317 59,850
    APPLE INC 50,131 68,617
    CONOCOPHILLIPS 50,820 75,818
    VERIZON COMMUNICATIONS 50,908 62,685
    THERMO FISHER SCIENTIFIC INC 51,925 81,460
    CONSTELLATION BRANDS INC CL A 54,324 59,986
    PROLOGIS INC 55,381 55,608
    INTERCONTINENTALEXCHANGE GROUP 1 55,847 68,324
    SCHLUMBERGER LTD 57,241 25,905
    ZOETIS INC 58,369 96,660
    BLACKROCK INC 58,489 64,030
    NIKE INC CL B 58,704 92,453
    CVS/CAREMARK CORP 59,600 52,416
    MICROSOFT CORP 59,603 115,790
    PEPSICO INC 59,613 81,092
    NEXTERA ENERGY INC 62,256 90,560
    NIELSEN HOLDINGS PLC 62,592 45,937
    CHEVRON CORPORATION 62,645 68,320
    SYSCO 68,319 82,022
    BANK NEW YORK MELLON CORP 70,979 70,087
    INTERNATIONAL PAPER CO 73,695 64,374
    KEYCORP 73,954 58,706
    CISCO SYS INC 74,007 115,518
    WILLIAMS CO COS INC 75,466 57,440
    TE CONNECTIVITY LTD 78,602 73,285
    AUTOMATIC DATA PROCESSING INC (ADP) 80,120 73,034
    ESTEE LAUDER CO INC CL A (EL) 81,979 73,507
    ROPER TECHNOLOGIES (ROP) 82,497 78,890
    UNITED TECHNOLOGIES CORP 85,047 79,434
    CANADIAN NATL RAILWAY CO (CNI) 87,028 75,148
    LABORATORY CP AMER HLDGS NEW (LH) 89,028 65,834
    WALT DISNEY CO 91,549 100,878
    TJX COS INC NEW (TJX) 216,202 181,242
    HORMEL FOODS CORPORATION (HRL) 217,911 206,315
    ACCENTURE PLC IRELAND CL A (CAN) 230,170 200,375

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE RAVITZ FOUNDATION
    EIN:
    38-3508943
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CONS STAPLES SEL SECT SPDR FD (XLP) AT COST 129,259 121,872
    SPDR S&P GLB NAT RESOURCES (GNR) AT COST 198,898 206,200
    POWERSHARES DB COMM TRK INC (DBC) AT COST 216,579 211,554
    MSIF GROWTH I (MSEQX) AT COST 220,000 225,565
    BLACKROCK TECHNOLOGY OPP INST (BG SIX) AT COST 220,000 224,093
    VANGUARD DIVIDEND APPRECIATION (VIG) AT COST 230,121 360,554
    VIRTUS KAR SMALL-CAP GROWTH (PXSGX) AT COST 266,464 227,897
    PROSHARES TR S&P 500 DV ARIST (NOBL) AT COST 285,004 348,953
    ISHARES SP SMALLCAP 600 INDEX (IJR) AT COST 356,631 522,603
    SPDR NYSE TECHNOLOGY ETF (XNTK) AT COST 358,530 500,945
    ISHARES EDGE MSCI MIN VOL EMER (EEMV) AT COST 389,223 370,083
    VOYA GLOBAL REAL ESTATE I (IGLIX) AT COST 411,487 342,919
    SALIENT MLP& ENERGY INFORST 1 (SMLPX) AT COST 417,076 364,285
    ISHARES SP SMALLCAP 600 INDEX (IJR) AT COST 465,982 1,065,864
    ISHARES US REAL ESTATE ETF (IYR) AT COST 522,432 673,636
    OAKMARK INTERNATIONAL INVESTOR (OAKIX) AT COST 528,936 377,383
    ISHARES EDGE MSCI MIN VOL EAFE (EFAV) AT COST 544,779 499,883
    ISHARES CORE MSCI EAFE ETF (IEFA) AT COST 556,500 589,600
    ISHARES S&P 500 GRWTH ETF (IVW) AT COST 699,111 600,872
    VANGUARD FTSE EMERGING MKTS (VWO) AT COST 885,472 948,766
    VANGUARD INTL EQUITY INDEX FD (VEU) AT COST 1,089,920 1,097,384
    GUGGENHEIM S&P 500 EQU WEIGHT (RSP) AT COST 1,152,504 1,815,752
    ISHARES S&P 500 GRWTH ETF (IVW) AT COST 1,777,265 4,412,371
    VANGUARD FTSE DEVELOPED MKTS E (VEA) AT COST 2,257,428 2,340,565
    ISHARES S&P 500 VAL ETF (IVE) AT COST 2,583,666 4,479,389

    TY 2018 LegalFeesSchedule
    Name:
    THE RAVITZ FOUNDATION
    EIN:
    38-3508943
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL EXPENSE 1,875 937   938


    TY 2018 OtherExpensesSchedule
    Name:
    THE RAVITZ FOUNDATION
    EIN:
    38-3508943
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ASSOCIATION DUES 750 0   750
    INSURANCE 2,217 1,108   1,109
    OFFICE EXPENSE 1,738 869   869
    INVESTMENT EXPENSES FROM K-1S 3,776 3,776   0
    GRANT SOFTWARE 10,500 0   10,500


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE RAVITZ FOUNDATION
    EIN:
    38-3508943
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 205,562 205,562   0


    TY 2018 TaxesSchedule
    Name:
    THE RAVITZ FOUNDATION
    EIN:
    38-3508943
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 295 295   0
    EXCISE TAX 65,000 0   0