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
VON DER AHE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4605 LANKERSHIM BOULEVARD NO 707
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORTH HOLLYWOOD, CA91602
A Employer identification number

95-6051857
B Telephone number (see instructions)

(818) 980-9191
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$8,120,821
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 198,335 198,335  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 142,181
b Gross sales price for all assets on line 6a 1,104,957
7 Capital gain net income (from Part IV, line 2)... 0
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........ 340,516 198,335  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 9,908 4,954   4,954
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 8,530 4,265   4,265
c Other professional fees (attach schedule).... 80,405 80,405   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,791 2,496   75
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 1,020 510   510
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 10,966 10,703   263
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 114,620 103,333   10,067
25 Contributions, gifts, grants paid....... 368,400 368,400
26 Total expenses and disbursements. Add lines 24 and 25 483,020 103,333   378,467
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -142,504
b Net investment income (if negative, enter -0-) 95,002
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............. 9,244 15,590 15,590
2 Savings and temporary cash investments......... 12,045 114,820 114,820
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.......... 1,760    
10a Investments—U.S. and state government obligations (attach schedule) 100,000 Click to see attachment100,000 101,748
b Investments—corporate stock (attach schedule)....... 200,658 Click to see attachment199,023 350,947
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).......... 4,793,084 Click to see attachment4,544,854 7,537,716
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) 5,116,791 4,974,287 8,120,821
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........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 5,116,791 4,974,287
30 Total net assets or fund balances (see instructions)..... 5,116,791 4,974,287
31 Total liabilities and net assets/fund balances (see instructions). 5,116,791 4,974,287
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
5,116,791
2
Enter amount from Part I, line 27a .....................
2
-142,504
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,974,287
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
4,974,287
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.)
1a
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
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
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  
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 429,293 8,629,401 0.049748
2016 353,617 6,985,637 0.050621
2015 303,909 7,663,426 0.039657
2014 334,740 7,487,838 0.044704
2013 343,609 6,773,176 0.050731
2
Total of line 1, column (d) .....................
2
0.235461
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
0.047092
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
8,577,786
5
Multiply line 4 by line 3......................
5
403,945
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
950
7
Add lines 5 and 6........................
7
404,895
8
Enter qualifying distributions from Part XII, line 4,.............
8
378,467
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,900
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 1,900
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 1,900
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,120
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,120
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 9 780
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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)
    bulletCA
    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 ofbulletTHOMAS R VON DER AHE Telephone no.bullet (818) 980-9191

    Located atbullet4605 LANKERSHIM BLVD STE 707NORTH HOLLYWOODCA ZIP+4bullet91602
    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
     
     
    .........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
    THOMAS R VON DER AHE PRESIDENT
    0.00
    0 0 0
    4605 LANKERSHIM BLVD 707
    NORTH HOLLYWOOD,CA91602
    CLYDE V VON DER AHE MD VICE PRESIDENT
    0.00
    0 0 0
    4605 LANKERSHIM BLVD 707
    NORTH HOLLYWOOD,CA91602
    VINCENT M VON DER AHE SECRETARY
    0.00
    0 0 0
    4605 LANKERSHIM BLVD 707
    NORTH HOLLYWOOD,CA91602
    FREDERICK T VON DER AHE TREASURER
    0.00
    0 0 0
    4605 LANKERSHIM BLVD 707
    NORTH HOLLYWOOD,CA91602
    CHRIS VON DER AHE BOARD MEMBER
    0.00
    0 0 0
    4605 LANKERSHIM BLVD 707
    NORTH HOLLYWOOD,CA91602
    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
    8,549,531
    b
    Average of monthly cash balances.......................
    1b
    158,881
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,708,412
    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
    8,708,412
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    130,626
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,577,786
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    428,889
    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
    428,889
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,900
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,900
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    426,989
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    426,989
    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
    426,989
    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
    378,467
    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
    378,467
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    378,467
    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 7 426,989
    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...... 6,410
    b From 2014......  
    c From 2015......  
    d From 2016...... 6,043
    e From 2017......  
    fTotal of lines 3a through e........ 12,453
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 378,467
    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..... 378,467
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 12,453 12,453
    (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 ..........
    36,069
    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 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
    ALL SAINTS CHURCH
    132 N EUCLID AVE
    PASADENA,CA91101
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5,000
    CAMBELL HALL EPISCOPAL
    3533 LAUREL CANYON BLVD
    NORTH HOLLYWOOD,CA91607
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 20,000
    CASA TERESA
    123 WEST MAPLE STREET
    ORANGE,CA92866
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 20,000
    CATHOLIC EDUCATION FOUNDATION
    3424 WILSHIRE BLVD
    LOS ANGELES,CA90010
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 35,000
    CEDAR SINAI MEDICAL CENTER S OSHIN CANCER INST
    8700 BEVERLY BLVD
    LOS ANGELES,CA90048
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5,000
    CHRIST THE KING SCHOOL
    617 N ARDEN BLVD
    LOS ANGELES,CA90004
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25,000
    CLUB 21
    539 NORTH LAKE AVENUE
    PASADENA,CA91101
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10,000
    DELORES MISSION
    170 SOUTH GLEN STREET
    LOS ANGELES,CA90033
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 18,400
    HOSPITALLER FOUNDATION OF CA
    2468 S ST ANDREWS PLACE
    LOS ANGELES,CA90118
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5,000
    LITTLE SISTERS OF THE POOR
    2100 S WESTERN AVE
    SAN PEDRO,CA90732
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 15,000
    LOYOLA HIGH SCHOOL
    1901 VENICE BLVD
    LOS ANGELES,CA90006
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 15,000
    LOYOLA MARYMOUNT UNIVERSITY
    ONE LMU DRIVE
    LOS ANGELES,CA90045
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 50,000
    MARY HEALTH OF THE SICK
    2929 THERESA DRIVE
    NEWBURY PARK,CA91320
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5,000
    MATER DEI HIGH SCHOOL
    1202 WEST EDINGER AVE
    SANTA ANA,CA92707
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5,000
    MOUNT SAINT MARYS COLLEGE
    10 CHESTER PLACE
    LOS ANGELES,CA90007
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25,000
    NAZARETH HOUSE
    3333 MANNING AVE
    LOS ANGELES,CA90064
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5,000
    NOTRE DAME HIGH SCHOOL
    13645 RIVERSIDE DR
    SHERMAN OAKS,CA91423
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10,000
    RAMONA CONVENT SECONDARY SCHOLL
    1701 W RAMONA ROAD
    ALHAMBRA,CA91803
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5,000
    SANTA CLARA UNIVERSITY
    500 E CAMINO REAL
    SANTA CLARA,CA95053
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25,000
    SANTA MARGARITA HIGH SCHOOL
    22062 ANTONIO PKWY
    RANCHO SANTA MARGARITA,CA92688
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5,000
    ST ANNES MATERNITY HOME
    155 NORTH OCCIDENTAL BLVD
    LOS ANGELES,CA90026
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 15,000
    ST CAMILLAS CATHOLIC CENTER
    1911 ZONAL AVENUE
    LOS ANGELES,CA90033
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5,000
    ST CHARLES CHURCH
    10828 MOORPARK
    NORTH HOLLYWOOD,CA91602
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 20,000
    ST JOSEPH'S MEDICAL CENTER
    BUENA VISTA AT ALAMEDA
    BURBANK,CA91505
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 15,000
    ST VINCENT SENIOR MEALS ON WHEELS
    2222 OCEAN AVENUE STE 114
    LOS ANGELES,CA90057
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5,000
    Total .................................bullet 3a 368,400
    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....     14 198,335  
    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 ............
            142,181
    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).. 0 198,335 142,181
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    340,516
    (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.)
    1 N/A
    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:
    VON DER AHE FOUNDATION
    EIN:
    95-6051857
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,530 4,265   4,265

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

    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    VON DER AHE FOUNDATION
    EIN:
    95-6051857
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    VANGUARD ST CORP 2017-04 PURCHASED 2018-03   186,492 190,600   0 -4,108  
    ISHARES ST CORP BOND EFT 2012-03 PURCHASED 2018-12   6,174 6,303   0 -129  
    PIMCO EFT TR ENHAN SHRT MAT 2016-11 PURCHASED 2018-12   49,135 49,294   0 -159  
    SHIRE PHARMACEUTICALS GRP PL 2016-05 PURCHASED 2018-12   337 86   0 251  
    COTY INC COM CL A 2004-01 PURCHASED 2018-12   512 902   0 -390  
    KRAFT HEINZ CO COM   PURCHASED 2018-12   5,185 1,635   0 3,550  
    AES CORP COM 2018-08 PURCHASED 2018-12   1,842 1,758   0 84  
    APACHE CORP COM 2017-09 PURCHASED 2018-08   43,092 41,564   0 1,528  
    BAKER HUGHES A GE CO CL A 2018-11 PURCHASED 2018-12   1,368 1,469   0 -101  
    BOEING CO COM 2018-02 PURCHASED 2018-12   3,205 3,282   0 -77  
    BRITISH AMERN TOB PLC 2018-04 PURCHASED 2018-11   10,685 16,091   0 -5,406  
    CISCO SYS INC COM 2018-04 PURCHASED 2018-12   2,850 2,936   0 -86  
    FORTIVE CORP COM 2018-02 PURCHASED 2018-12   2,466 2,652   0 -186  
    GENERAL ELECTRIC CO COM 2017-09 PURCHASED 2018-02   1,752 2,901   0 -1,149  
    INTEL CORP COM 2018-04 PURCHASED 2018-12   914 1,038   0 -124  
    IQVIA HOLDGS INC COM 2018-07 PURCHASED 2018-12   1,136 1,174   0 -38  
    LKQ CORP COM 2018-05 PURCHASED 2018-11   5,578 6,205   0 -627  
    MERK & CO INC COM 2018-11 PURCHASED 2018-12   3,028 3,071   0 -43  
    NVIDIA CORP COM 2018-05 PURCHASED 2018-12   834 1,534   0 -700  
    PIONEER NAT RES CO COM 2018-08 PURCHASED 2018-12   1,193 1,584   0 -391  
    SPDR SERIES TRUST S&P BIOTECH 2018-01 PURCHASED 2018-12   1,424 1,775   0 -351  
    SPDR CONSUMER STAP 2018-11 PURCHASED 2018-12   3,335 3,495   0 -160  
    SELECT SECTOR SPDR TR 2018-11 PURCHASED 2018-12   1,380 1,515   0 -135  
    SPDR INDUSTRIAL IDX 2018-11 PURCHASED 2018-12   130 142   0 -12  
    SECTPRSPDR TR TECHNOLOGY 2018-11 PURCHASED 2018-12   3,377 3,498   0 -121  
    THERMO FISHER SCIENTIFIC INC 2018-08 PURCHASED 2018-12   2,285 2,343   0 -58  
    DELPHI TECHNOLOGIES PLC SHS 2017-11 PURCHASED 2018-05   6,205 6,480   0 -275  
    AT&T INC COM 2016-12 PURCHASED 2018-12   1,104 1,357   0 -253  
    ABBOTT LABS COM   PURCHASED 2018-01   19,466 8,160   0 11,306  
    ACTIVISION BLIZZARD INC COM 2014-11 PURCHASED 2018-12   185 81   0 104  
    ALPHABET INC CL C 2016-06 PURCHASED 2018-12   9,226 6,371   0 2,855  
    MAZON COM INC 2012-06 PURCHASED 2018-12   4,501 643   0 3,858  
    AMERICAN ELEC PWR INC COM 2012-12 PURCHASED     16,012 9,418   0 6,594  
    AMERICAN INTL GROUP INC COM NEW 2015-08 PURCHASED 2018-12   1,025 1,637   0 -612  
    AMERICAN TOWER CORP NEW COM 2012-06 PURCHASED 2018-12   3,094 1,246   0 1,848  
    AMERICAN WTR WKS CO INC NEW COM 2011-02 PURCHASED     22,005 6,542   0 15,463  
    AMPHENOL CORP NEW CL A 2017-09 PURCHASED 2018-12   1,912 1,962   0 -50  
    ANHEUSER BUSCH INBEV SA 2017-03 PURCHASED 2018-11   14,149 19,952   0 -5,803  
    ANTHEM INC COM 2011-01 PURCHASED 2018-12   2,581 637   0 1,944  
    BIOGEN IDEC INC 2015-08 PURCHASED     13,502 10,490   0 3,012  
    BLACKROCK INC CL A 2013-01 PURCHASED 2018-12   1,491 942   0 549  
    BRISTOL MYERS SQUIBB CO COM 2017-09 PURCHASED 2018-11   15,922 18,672   0 -2,750  
    BRITHISH AMERN TOB PLC SPONSORED ADR   PURCHASED 2018-11   24,067 45,629   0 -21,562  
    BROADCOM INC 2017-01 PURCHASED 2018-12   1,222 955   0 267  
    CVS CORP COM 2011-08 PURCHASED 2018-12   1,852 874   0 978  
    CERNER CORP COM 2014-09 PURCHASED 2018-07   22,111 21,792   0 319  
    CITIGROUP CORP 2013-07 PURCHASED 2018-12   2,852 2,671   0 181  
    COMCAST CORP 2015-09 PURCHASED 2018-12   1,232 996   0 236  
    CONTINTENTAL RESOURCES INC COM 2016-05 PURCHASED 2018-12   857 890   0 -33  
    COSTCO WHSL CORP NEW COM 2017-06 PURCHASED 2018-12   1,413 1,117   0 296  
    DANAHER CORP DEL COM 2015-12 PURCHASED 2018-12   1,513 1,106   0 407  
    DISNEY WALT CO COM DISNEY 2017-01 PURCHASED 2018-12   4,156 4,088   0 68  
    FACEBOOK INC CL A 2017-11 PURCHASED 2018-12   3,582 4,831   0 -1,249  
    FORTIVE CORP COM   PURCHASED 2018-07   77 45   0 32  
    GARRETT MOTION INC COM 2012-07 PURCHASED     863 363   0 500  
    GENERAL ELECTRIC CO COM   PURCHASED     23,760 53,313   0 -29,553  
    GILEAD SCIENCES INC COM 2015-10 PURCHASED 2018-12   2,186 3,312   0 -1,126  
    GOLDMAN SACHS GROUP INC 2012-10 PURCHASED 2018-12   1,355 963   0 392  
    HESS CORP COM 2016-11 PURCHASED 2018-12   2,257 2,602   0 -345  
    HONEYWELL INTL INC COM 2012-07 PURCHASED 2018-12   4,935 2,034   0 2,901  
    JOHNSON & JOHNSON COM 2011-08 PURCHASED 2018-12   2,939 1,412   0 1,527  
    KINDER MORGAIN INC DEL COM 2015-12 PURCHASED 2018-12   1,075 1,513   0 -438  
    KROGER CO COM 2016-12 PURCHASED 2018-10   17,755 19,286   0 -1,531  
    LKQ CORP COM   PURCHASED 2018-11   28,300 39,253   0 -10,953  
    LAM RESEARCH CORP COM   PURCHASED 2018-11   29,867 28,025   0 1,842  
    LAUDER ESTEE COS INC CL A 2015-02 PURCHASED     16,893 9,386   0 7,507  
    M&T BK CORP COM 2015-03 PURCHASED 2018-12   1,275 1,149   0 126  
    MICROSOFT CORP COM 2015-12 PURCHASED 2018-12   9,783 5,329   0 4,454  
    MONDELEZ INTL INC CL A 2012-11 PURCHASED 2018-12   1,947 1,222   0 725  
    NIKE INC CL B 2017-01 PURCHASED 2018-12   3,724 2,866   0 858  
    NORFOLK SOUTHERN CORP COM 2013-10 PURCHASED 2018-12   4,713 2,523   0 2,190  
    PAYCHEX INC COM   PURCHASED 2018-02   32,354 19,591   0 12,763  
    PEPSICO INC COM 2015-10 PURCHASED 2018-12   3,522 3,291   0 231  
    PFIZER INC COM 2012-12 PURCHASED     13,135 8,850   0 4,285  
    PRUDENTIAL FINL INC COM 2014-03 PURCHASED 2018-12   1,856 1,972   0 -116  
    RESIDEO TECHNOLOGIES INC COM 2012-07 PURCHASED     138 63   0 75  
    SALESFORCE COM INC COM 2014-02 PURCHASED 2018-12   2,760 1,382   0 1,378  
    SCHLUMBERGER LTED COM 2017-11 PURCHASED 2018-11   28,329 37,789   0 -9,460  
    SCHWAB CHARLES CORP NEW COM 2015-09 PURCHASED 2018-12   715 514   0 201  
    SHERWIN WILLIAMS CO COM 2016-01 PURCHASED 2018-12   3,045 1,936   0 1,109  
    SYNCHRONY FINL COM   PURCHASED     2,026 2,816   0 -790  
    TJX COS INC NEW COM 2016-02 PURCHASED 2018-12   3,886 3,202   0 684  
    TYSON FOODS INC CL A 2016-01 PURCHASED 2018-12   843 820   0 23  
    UNITED HEALTH GROUP INC COM 2012-12 PURCHASED 2018-12   3,003 647   0 2,356  
    VALERO ENERGY CORP NEW COM 2015-04 PURCHASED 2018-12   1,993 1,640   0 353  
    VERIZON COMMUNICATIONS COM 2014-03 PURCHASED 2018-12   1,563 1,299   0 264  
    VERVISA INC COM CL A 2012-12 PURCHASED 2018-12   9,989 2,808   0 7,181  
    ALLERGAN PLCSHS 2017-01 PURCHASED 2018-12   1,642 2,569   0 -927  
    EATON CORP PL SHS 2014-03 PURCHASED 2018-12   2,518 2,263   0 255  
    LINDE PLC COM 2016-08 PURCHASED 2018-12   3,432 2,567   0 865  
    APTIV PLC SHS 2017-11 PURCHASED 2018-12   1,180 1,540   0 -360  
    MYLAN NV SHS EURO 2015-03 PURCHASED 2018-08   16,679 25,448   0 -8,769  
    NXP SEMICONDUCTORS NV COM   PURCHASED 2018-11   36,895 42,345   0 -5,450  
    ABBOTT LABS COM 2006-03 PURCHASED 2018-12   3,417 1,102   0 2,315  
    APPLE COMPUTER INC COM 2009-07 PURCHASED 2018-12   19,343 2,553   0 16,790  
    BERKSHIRE HATHAWAY INC DEL CL B NEW 2010-03 PURCHASED 2018-12   3,909 1,633   0 2,276  
    CLEGENE CORP COM 2009-04 PURCHASED 2018-12   723 211   0 512  
    CHEVRON CORP COM 2005-07 PURCHASED 2018-12   3,243 1,719   0 1,524  
    GENERAL ELECTRIC CO COM   PURCHASED 2018-02   18,499 36,372   0 -17,873  
    JP MORGAN CHASE & CO COM 2007-11 PURCHASED 2018-12   7,405 3,368   0 4,037  
    LOWES COS 2009-07 PURCHASED 2018-12   3,076 698   0 2,378  
    MCKESSON CORP COM 2009-03 PURCHASED     29,204 6,734   0 22,470  
    ORACLE CORP COM   PURCHASED     73,386 36,121   0 37,265  
    PROCTOR & GAMBLE CO COM 2005-07 PURCHASED 2018-12   2,019 1,205   0 814  
    3M CO 2005-07 PURCHASED 2018-12   2,284 890   0 1,394  
    WELLS FARGO & CO NEW COM 2005-07 PURCHASED 2018-12   2,924 1,836   0 1,088  
    ESSEX PPTY TR INC   PURCHASED 2018-01   308     0 308  
    WHITTIER INTL FUND A_ST CAP GAINS   PURCHASED     7,615     0 7,615  
    WHITTIER INTL FUND A_LT CAP GAINS   PURCHASED     34,692     0 34,692  
    WHITTIER VALUE FUND A_ST CAP GAIN   PURCHASED     58     0 58  
    WHITTIER VALUE FUND A_LT CAP GAIN   PURCHASED     30,699     0 30,699  

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    VON DER AHE FOUNDATION
    EIN:
    95-6051857
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BAXTER INTL 2,768 28,566
    CITIGROUP, INC 150,000 157,140
    COCA COLA CO 10,585 23,566
    ESSEX PPTY TR INC COM 9,473 50,758
    EXXON MOBIL CORPORATION 958 17,047
    MONDELEZ INTL INC CL A 3,368 13,850
    PEPSICO 6,710 22,096
    PHILIP MORRIS INTL INC 5,071 16,690
    PROCTER & GAMBLE CO 10,090 21,234

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    VON DER AHE FOUNDATION
    EIN:
    95-6051857
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

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


    100,000
    State & Local Government Securities - End of Year Fair Market Value:


    101,748


    TY 2018 InvestmentsOtherSchedule2
    Name:
    VON DER AHE FOUNDATION
    EIN:
    95-6051857
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CORPORATE AMERICA-SEE ATTACHED AT COST 2,337,336 3,955,673
    CVS HEALTH CORP NOTE AT COST 49,774 49,465
    DIRECT TV HOLDINGS LLC AT COST 51,444 50,515
    ISHARES RUSSELL 2000 INDEX AT COST 43,462 98,015
    ISHARES RUSSELL 2000 VALUE AT COST 34,606 64,524
    ISHARES ST CORP BOND ETF AT COST 57,471 56,804
    MIDCAP SPDR TR UNIT AT COST 85,221 235,175
    PIMCO EFT TR ENHAN SHRT MAT AT COST 50,714 50,475
    TAX MANAGED VALUE STRATEGY-SEE ATTACHED AT COST 746,758 1,791,401
    VANGUARD ALL WORLD ETF AT COST 399,646 378,451
    VANGUARD EMERGING MARKET EQUITY ETF AT COST 148,432 143,256
    WHITTIER INTERNATIONAL FUND A LP AT COST 237,362 221,048
    WHITTIER VALUE FUND A LP AT COST 232,211 442,914
    WHITTIER K-1S - ADJ TO BASIS AT COST 70,417 0

    TY 2018 OtherExpensesSchedule
    Name:
    VON DER AHE FOUNDATION
    EIN:
    95-6051857
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 263 0   263
    ADMIN & INV EXP REPORTED ON K-1 10,703 10,703   0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    VON DER AHE FOUNDATION
    EIN:
    95-6051857
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 80,405 80,405   0


    TY 2018 TaxesSchedule
    Name:
    VON DER AHE FOUNDATION
    EIN:
    95-6051857
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CA FILING FEE 75 0   75
    FOREIGN TAX 2,496 2,496   0
    FEDERAL TAX 1,220 0   0