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
PRATIMA N SHAH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)300 S WACKER DR RM/STE 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60606
A Employer identification number

31-1809141
B Telephone number (see instructions)

(312) 922-6400
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$2,598,648J 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) 300,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 12,497 12,497  
4 Dividends and interest from securities... 46,913 46,913  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 33,407
b Gross sales price for all assets on line 6a 2,370,839
7 Capital gain net income (from Part IV, line 2)... 33,407
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 27 27  
12 Total. Add lines 1 through 11........ 392,844 92,844  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,800      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,478      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,829 2,829    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,107 2,829   0
25 Contributions, gifts, grants paid....... 195,000 195,000
26 Total expenses and disbursements. Add lines 24 and 25 203,107 2,829   195,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 189,737
b Net investment income (if negative, enter -0-) 90,015
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............. 327,229 144,914 144,914
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,617,001 Click to see attachment1,962,344 1,995,439
c Investments—corporate bonds (attach schedule)....... 455,050 Click to see attachment481,759 458,295
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,399,280 2,589,017 2,598,648
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 2,399,280 2,589,017
30 Total net assets or fund balances (see instructions)..... 2,399,280 2,589,017
31 Total liabilities and net assets/fund balances (see instructions). 2,399,280 2,589,017
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
2,399,280
2
Enter amount from Part I, line 27a .....................
2
189,737
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,589,017
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,589,017
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 UNITED RENTALS INC P 2018-10-08 2018-12-11
b WELLS FARGO CO NEW COM P 2018-08-30 2018-10-04
c CVS HEALTH CORP COM P 2018-11-30 2018-11-30
d AMAZON.COM INC P 2016-11-18 2018-01-31
e GARRETT MOTION INC COM P 2017-04-12 2018-10-03
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2014-08-29 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2015-10-30 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2016-12-30 2018-03-07
AON PLC COM P 2018-08-10 2018-08-28
BANK NEW YORK MELLON CORP P 2018-08-05 2018-10-04
CITIGROUP INC COM P 2018-06-14 2018-07-20
EMERA INC COM P 2017-12-29 2018-03-16
GENERAL ELECTRIC CO P 2017-11-27 2018-05-11
KRAFT HEINZ CO COM P 2018-09-10 2018-09-20
LOWES COS INC COM P 2017-08-21 2018-05-23
PHILLIPS 66 COM P 2018-09-20 2018-09-26
TATA MOTORS LIMITED P 2017-12-01 2018-01-03
WALMART INC COM P 2018-05-09 2018-07-10
BANK OF NOVA SCOTIA COM P 2016-07-28 2018-09-05
FRANKLIN RES INC COM P 2017-07-11 2018-12-12
UNITED RENTALS INC P 2018-10-08 2018-12-11
FRANKLIN RES INC COM P 2017-07-11 2018-08-07
VIRTUS SEIX FLOATING RATE HIGH INC P 2017-03-31 2018-03-07
BLACKROCK INC P 2016-06-17 2018-01-26
GARRETT MOTION INC COM P 2017-06-21 2018-10-03
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2014-09-30 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2015-11-30 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2017-01-31 2018-03-07
AON PLC COM P 2018-08-10 2018-08-30
BANK NEW YORK MELLON CORP P 2018-08-05 2018-10-04
CITIGROUP INC COM P 2018-06-14 2018-07-20
EMERA INC COM P 2017-12-29 2018-03-16
GENPACT LIMITED COM P 2018-01-05 2018-02-20
KRAFT HEINZ CO COM P 2018-09-18 2018-09-20
LOWES COS INC COM P 2017-11-06 2018-09-17
PHILLIPS 66 COM P 2018-09-20 2018-10-01
TATA MOTORS LIMITED P 2018-01-30 2018-12-31
WALMART INC COM P 2018-05-09 2018-11-16
BANK OF NOVA SCOTIA COM P 2016-10-28 2018-09-05
GENERAL ELECTRIC CO P 2017-11-27 2018-12-31
BRITISH AMERICAN TOBACCO P 2017-08-03 2018-05-11
COMPUTER MODELLING GROUP P 2018-07-16 2018-08-07
VIRTUS SEIX FLOATING RATE HIGH INC P 2017-04-28 2018-03-07
CIGNA CORP NEW COM P 2009-08-10 2018-12-26
OMNICOM CAP INC P 2014-05-23 2018-01-24
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2014-10-31 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2015-12-31 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2017-02-28 2018-03-07
AON PLC COM P 2018-08-10 2018-08-30
BANK NEW YORK MELLON CORP P 2018-08-14 2018-11-21
COMPUTER MODELLING GROUP P 2018-07-16 2018-08-07
EMERA INC COM P 2017-12-29 2018-03-16
IRON MOUNTAIN INC COM P 2018-06-11 2018-08-03
KRAFT HEINZ CO COM P 2018-09-18 2018-09-20
LOWES COS INC COM P 2018-02-05 2018-09-17
PINNACLE WEST CAP CP P 2018-01-16 2018-03-05
TRIUMPH GROUP INC NEW P 2018-02-05 2018-02-21
WELLS FARGO CO NEW COM P 2018-03-26 2018-10-04
BANK OF NOVA SCOTIA COM P 2017-01-30 2018-09-05
GENERAL ELECTRIC CO P 2017-12-13 2018-12-31
JOHNSON OUTDOORS INCCL A P 2018-09-18 2018-10-16
LITHIA MOTORS INC CLA P 2018-03-14 2018-09-10
VIRTUS SEIX FLOATING RATE HIGH INC P 2017-05-31 2018-03-07
CIGNA CORP NEW COM P 2011-09-20 2018-12-26
PRAXAIR INC P 2006-09-06 2018-10-31
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2014-11-28 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2016-01-29 2018-03-07
ABM INDS INC COM P 2018-07-16 2018-08-02
AON PLC COM P 2018-08-14 2018-08-30
BANK OF NOVA SCOTIA COM P 2017-10-30 2018-09-05
COMPUTER MODELLING GROUP P 2018-07-16 2018-08-07
EMERA INC COM P 2017-12-29 2018-03-16
IRON MOUNTAIN INC COM P 2018-06-18 2018-08-03
L BRANDS INC COM P 2017-03-31 2018-01-05
LOWES COS INC COM P 2018-05-07 2018-09-17
PINNACLE WEST CAP CP P 2018-01-16 2018-03-05
TRIUMPH GROUP INC NEW P 2018-02-05 2018-02-21
WELLS FARGO CO NEW COM P 2018-03-26 2018-10-04
BANK OF NOVA SCOTIA COM P 2017-04-27 2018-09-05
LOWES COS INC COM P 2017-08-21 2017-08-21
UNITED RENTALS INC P 2018-10-12 2018-12-28
BIG LOTS INC COM P 2018-03-16 2018-06-07
VIRTUS SEIX FLOATING RATE HIGH INC P 2017-06-30 2018-03-07
CIGNA CORP NEW COM P 2011-10-06 2018-12-26
PRAXAIR INC P 2008-12-12 2018-10-31
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2014-12-18 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2016-02-29 2018-03-07
ABM INDS INC COM P 2018-07-17 2018-08-02
AON PLC COM P 2018-08-16 2018-09-04
BANK OF NOVA SCOTIA COM P 2018-01-30 2018-09-05
CRACKER BARREL OLD CTRY P 2018-08-23 2018-09-04
FLUOR CORP NEW P 2017-03-30 2018-01-29
IRON MOUNTAIN INC COM P 2018-06-18 2018-08-07
L BRANDS INC COM P 2017-04-04 2018-01-05
LOWES COS INC COM P 2018-08-06 2018-09-17
PINNACLE WEST CAP CP P 2018-01-16 2018-09-11
UNILEVER PLC SPON ADR NEW P 2018-02-14 2018-03-28
WELLS FARGO CO NEW COM P 2018-10-02 2018-10-04
BANK OF NOVA SCOTIA COM P 2017-07-28 2018-09-05
WALMART INC COM P 2017-01-30 2018-07-10
BANK NEW YORK MELLON CORP P 2018-08-08 2018-11-21
L BRANDS INC COM P 2017-04-04 2018-03-09
VIRTUS SEIX FLOATING RATE HIGH INC P 2017-07-31 2018-03-07
COMCAST CORP P 2016-06-17 2018-01-26
PRAXAIR INC P 2010-01-27 2018-10-31
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2014-12-31 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2016-03-31 2018-03-07
AIR FRANCE-KLM SPONSADR EACH REP 1 C P 2018-08-28 2018-11-06
APPLE INC P 2017-11-14 2018-11-05
BANK OF NOVA SCOTIA COM P 2018-04-27 2018-09-05
CRACKER BARREL OLD CTRY P 2018-08-27 2018-09-04
FLUOR CORP NEW P 2017-07-17 2018-01-29
IRON MOUNTAIN INC COM P 2018-06-18 2018-08-07
L BRANDS INC COM P 2017-04-04 2018-01-05
LOWES COS INC COM P 2018-08-28 2018-09-17
PINNACLE WEST CAP CP P 2018-01-16 2018-09-11
UNILEVER PLC SPON ADR NEW P 2018-01-05 2018-07-02
APPLE INC P 2016-03-09 2018-11-05
FLUOR CORP NEW P 2017-01-18 2018-01-29
WALMART INC COM P 2017-03-29 2018-07-10
JOHNSON OUTDOORS INCCL A P 2018-09-18 2018-10-16
MULTICOLOR CORP P 2018-07-16 2018-12-13
VIRTUS SEIX FLOATING RATE HIGH INC P 2017-08-31 2018-03-07
CVS HEALTH CORP COM P 2006-02-09 2018-01-04
PRUDENTIAL FINL INC P 2014-06-20 2018-09-13
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2015-01-30 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2016-04-29 2018-03-07
AIR FRANCE-KLM SPONSADR EACH REP 1 C P 2018-08-28 2018-11-06
APPLE INC P 2018-02-13 2018-11-05
BANK OF NOVA SCOTIA COM P 2018-07-30 2018-09-05
CRACKER BARREL OLD CTRY P 2018-08-29 2018-09-04
FLUOR CORP NEW P 2017-07-17 2018-01-29
IRON MOUNTAIN INC COM P 2018-06-28 2018-08-07
LITHIA MOTORS INC CLA P 2018-03-15 2018-09-10
LOWES COS INC COM P 2018-08-31 2018-09-17
PINNACLE WEST CAP CP P 2018-05-30 2018-09-11
UNILEVER PLC SPON ADR NEW P 2018-02-14 2018-07-02
APPLE INC P 2016-05-12 2018-11-05
FLUOR CORP NEW P 2017-01-18 2018-01-29
WALMART INC COM P 2017-05-31 2018-07-10
AIR FRANCE-KLM SPONSADR EACH REP 1 C P 2018-08-28 2018-08-31
FLUOR CORP NEW P 2018-03-29 2018-10-31
VIRTUS SEIX FLOATING RATE HIGH INC P 2017-09-29 2018-03-07
CVS HEALTH CORP COM P 2012-07-20 2018-01-04
PRUDENTIAL FINL INC P 2014-10-07 2018-09-13
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2015-02-27 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2016-05-31 2018-03-07
AIR FRANCE-KLM SPONSADR EACH REP 1 C P 2018-08-28 2018-11-06
APPLE INC P 2018-05-15 2018-11-05
BANK OF NOVA SCOTIA COM P 2018-07-30 2018-09-07
CRACKER BARREL OLD CTRY P 2018-08-29 2018-09-06
FLUOR CORP NEW P 2017-07-17 2018-02-15
IRON MOUNTAIN INC COM P 2018-06-28 2018-08-09
LITHIA MOTORS INC CLA P 2018-03-15 2018-09-10
LOWES COS INC COM P 2018-08-31 2018-09-17
PINNACLE WEST CAP CP P 2018-08-30 2018-09-11
UNILEVER PLC SPON ADR NEW P 2018-06-07 2018-07-02
APPLE INC P 2016-08-09 2018-11-05
FLUOR CORP NEW P 2017-01-18 2018-01-29
FRANKLIN RES INC COM P 2017-07-10 2018-07-02
LITHIA MOTORS INC CLA P 2018-03-14 2018-06-19
VIRTUS SEIX FLOATING RATE HIGH INC P 2017-10-31 2018-03-07
EXPRESS SCRIPTS HLDGCO COM P 2009-08-10 2018-12-24
PRUDENTIAL FINL INC P 2015-01-26 2018-09-13
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2015-03-31 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2016-06-30 2018-03-07
AIR FRANCE-KLM SPONSADR EACH REP 1 C P 2018-08-30 2018-11-06
APPLE INC P 2018-08-14 2018-11-05
BIG LOTS INC COM P 2018-03-16 2018-07-19
CROWN HLDGS INC COM P 2018-09-18 2018-12-07
FLUOR CORP NEW P 2017-08-07 2018-02-15
JACOBS ENGR GROUP INC P 2018-06-22 2018-07-05
LITHIA MOTORS INC CLA P 2018-03-15 2018-11-07
LOWES COS INC COM P 2018-08-31 2018-09-19
PINNACLE WEST CAP CP P 2018-01-16 2018-09-13
UNILEVER PLC SPON ADR NEW P 2018-06-07 2018-07-05
APPLE INC P 2016-11-08 2018-11-05
FLUOR CORP NEW P 2017-09-29 2018-10-31
GENERAL ELECTRIC CO P 2017-11-09 2018-05-11
PINNACLE WEST CAP CP P 2018-01-16 2018-03-05
VIRTUS SEIX FLOATING RATE HIGH INC P 2017-11-30 2018-03-07
EXPRESS SCRIPTS HLDGCO COM P 2009-08-10 2018-12-24
RESIDEO TECHNOLOGIESINC COM P 2017-03-22 2018-10-31
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2015-04-30 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2016-07-29 2018-03-07
ALLIANCE DATA SYS CORP P 2018-03-02 2018-03-12
APPLE INC P 2018-09-19 2018-11-05
BOSTON SCIENTIFIC CORP P 2017-12-20 2018-02-22
CROWN HLDGS INC COM P 2018-09-18 2018-12-07
FLUOR CORP NEW P 2017-08-07 2018-08-03
JOHNSON OUTDOORS INCCL A P 2018-09-18 2018-11-01
LITHIA MOTORS INC CLA P 2018-03-15 2018-11-07
NEXEO SOLUTIONS INC COM P 2018-07-23 2018-08-08
PROVIDENCE SVC CORP P 2018-08-02 2018-08-06
WALMART INC COM P 2017-08-30 2018-07-10
APPLE INC P 2017-02-14 2018-11-05
FORD MTR CO DEL COM P 2017-03-23 2018-04-10
BANK NEW YORK MELLON CORP P 2018-08-08 2018-10-04
FLUOR CORP NEW P 2018-06-29 2018-10-31
VIRTUS SEIX FLOATING RATE HIGH INC P 2017-12-29 2018-03-07
EXPRESS SCRIPTS HLDGCO COM P 2011-09-20 2018-12-24
RESIDEO TECHNOLOGIESINC COM P 2017-04-12 2018-10-31
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2015-05-29 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2016-08-31 2018-03-07
ALLIANCE DATA SYS CORP P 2018-03-16 2018-06-14
ARRIS INTERNATIONAL LTD ORD P 2017-12-20 2018-04-20
BRITISH AMERICAN TOBACCO P 2017-10-04 2018-05-11
CROWN HLDGS INC COM P 2018-09-24 2018-12-07
FLUOR CORP NEW P 2017-09-29 2018-08-03
JOHNSON OUTDOORS INCCL A P 2018-09-18 2018-11-01
LOEWS CORP P 2018-02-15 2018-08-31
NEXEO SOLUTIONS INC COM P 2018-07-23 2018-08-08
PUBLIC STORAGE COM P 2017-12-21 2018-03-05
WALMART INC COM P 2017-12-28 2018-07-10
APPLE INC P 2017-05-16 2018-11-05
FORD MTR CO DEL COM P 2017-03-23 2018-04-10
JOHNSON OUTDOORS INCCL A P 2018-09-18 2018-11-01
WELLS FARGO CO NEW COM P 2018-05-30 2018-10-04
VIRTUS SEIX FLOATING RATE HIGH INC P 2018-01-31 2018-03-07
EXPRESS SCRIPTS HLDGCO COM P 2011-09-20 2018-12-24
RESIDEO TECHNOLOGIESINC COM P 2017-06-21 2018-10-31
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2015-06-30 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2016-09-30 2018-03-07
AMERICAN INTL GROUP INC COM P 2018-08-07 2018-08-20
AT&T INC COM P 2018-07-17 2018-09-19
BRITISH AMERICAN TOBACCO P 2018-02-14 2018-05-11
CVR ENERGY INC COM P 2018-10-12 2018-10-25
FLUOR CORP NEW P 2018-10-25 2018-10-31
JOHNSON OUTDOORS INCCL A P 2018-09-20 2018-11-01
LOEWS CORP P 2018-02-15 2018-08-31
PHILIP MORRIS INTL INC COM P 2018-06-14 2018-10-25
PUBLIC STORAGE COM P 2018-01-11 2018-03-07
WALMART INC COM P 2018-03-28 2018-07-10
APPLE INC P 2017-08-15 2018-11-05
FORD MTR CO DEL COM P 2017-03-23 2018-04-10
FLUOR CORP NEW P 2017-12-29 2018-10-31
FLUOR CORP NEW P 2018-09-28 2018-10-31
VIRTUS SEIX FLOATING RATE HIGH INC P 2018-02-28 2018-03-07
EXPRESS SCRIPTS HLDGCO COM P 2011-10-06 2018-12-24
RESIDEO TECHNOLOGIESINC COM P 2017-10-24 2018-10-31
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2015-07-31 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2016-10-31 2018-03-07
AON PLC COM P 2018-07-31 2018-08-28
AT&T INC COM P 2018-07-17 2018-09-19
BRITISH AMERICAN TOBACCO P 2018-02-22 2018-05-11
CVR ENERGY INC COM P 2018-10-12 2018-10-25
FORD MTR CO DEL COM P 2017-05-26 2018-04-16
KAR AUCTION SERVICESINC COM P 2018-06-12 2018-07-12
LOEWS CORP P 2018-02-21 2018-08-31
PHILIP MORRIS INTL INC COM P 2018-06-14 2018-10-25
PUBLIC STORAGE COM P 2018-01-11 2018-03-07
WALMART INC COM P 2018-04-12 2018-07-10
BANK OF NOVA SCOTIA COM P 2015-11-24 2018-09-05
FORD MTR CO DEL COM P 2017-03-23 2018-04-10
BANK NEW YORK MELLON CORP P 2018-07-30 2018-09-20
LITHIA MOTORS INC CLA P 2018-03-14 2018-11-07
AETNA INC NEW COM P 2008-10-02 2018-11-29
EXPRESS SCRIPTS HLDGCO COM P 2011-10-06 2018-12-24
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2014-07-18 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2015-08-31 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2016-11-30 2018-03-07
AON PLC COM P 2018-08-02 2018-08-28
BANCO MARCO SA ADR P 2018-09-12 2018-09-20
BRITISH AMERICAN TOBACCO P 2018-03-02 2018-05-11
CVR ENERGY INC COM P 2018-10-12 2018-10-25
FORD MTR CO DEL COM P 2017-08-29 2018-04-16
KAR AUCTION SERVICESINC COM P 2018-06-12 2018-07-12
LOWES COS INC COM P 2017-08-21 2018-05-23
PHILIP MORRIS INTL INC COM P 2018-06-14 2018-10-25
PUBLIC STORAGE COM P 2018-01-11 2018-03-28
WALMART INC COM P 2018-04-12 2018-07-10
BANK OF NOVA SCOTIA COM P 2016-01-27 2018-09-05
FORD MTR CO DEL COM P 2017-03-23 2018-04-10
GENERAL ELECTRIC CO P 2017-11-09 2018-12-31
UNILEVER PLC SPON ADR NEW P 2018-01-05 2018-03-28
AETNA INC NEW COM P 2008-12-16 2018-11-29
GARRETT MOTION INC COM P 2017-03-22 2018-10-03
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2014-07-31 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2015-09-30 2018-03-07
VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2016-12-15 2018-03-07
AON PLC COM P 2018-08-03 2018-08-28
BANCO MARCO SA ADR P 2018-09-12 2018-09-20
BRITISH AMERICAN TOBACCO P 2018-04-18 2018-05-11
CVR ENERGY INC COM P 2018-10-17 2018-10-25
FRANKLIN RES INC COM P 2017-07-11 2018-07-02
KRAFT HEINZ CO COM P 2018-09-10 2018-09-20
LOWES COS INC COM P 2017-08-21 2018-05-23
PHILLIPS 66 COM P 2018-09-12 2018-09-26
TATA MOTORS LIMITED P 2017-11-30 2018-01-03
WALMART INC COM P 2018-04-12 2018-07-10
BANK OF NOVA SCOTIA COM P 2016-04-27 2018-09-05
FORD MTR CO DEL COM P 2017-03-23 2018-04-16
(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 21,095   21,095  
b 276   276  
c 66   67 -1
d 4,354   2,294 2,060
e 3   3  
91   95 -4
40   41 -1
101   102 -1
14,505   14,150 355
20,980   20,761 219
27,786   26,542 1,244
3,083   3,737 -654
7,306   9,204 -1,898
15,027   14,911 116
5,933   4,646 1,287
11,380   11,062 318
27,141   24,665 2,476
12,006   11,350 656
329   291 38
22,395   31,573 -9,178
15,822   15,822  
5,725   7,780 -2,055
100   101 -1
2,927   1,715 1,212
3   3  
85   87 -2
99   96 3
93   93  
7,216   7,075 141
5,244   5,190 54
6,946   6,635 311
15,432   18,687 -3,255
31,579   33,244 -1,665
8,091   7,956 135
421   287 134
5,710   5,531 179
11,973   30,984 -19,011
10,738   9,051 1,687
314   298 16
3,705   9,204 -5,499
31,400   34,371 -2,971
3,061   3,079 -18
100   101 -1
56   43 13
5,723   4,888 835
92   94 -2
102   97 5
89   89  
21,643   21,226 417
10,151   10,294 -143
3,074   3,098 -24
15,432   18,692 -3,260
36,058   34,636 1,422
5,779   5,683 96
323   289 34
15,565   15,747 -182
27   25 2
10,683   10,441 242
292   306 -14
10,894   26,210 -15,316
15,395   15,395  
136   147 -11
103   104 -1
20   20  
5,721   2,008 3,713
89   91 -2
102   96 6
31,087   30,704 383
21,643   21,011 632
299   340 -41
1,537   1,568 -31
12,343   14,957 -2,614
7,212   6,621 591
1,512   1,425 87
394   290 104
7,783   7,872 -89
27,453   25,229 2,224
26,707   26,104 603
315   306 9
22,779   14,748 8,031
20,260   24,162 -3,902
21,266   23,486 -2,220
100   101 -1
56   50 6
3,269   1,114 2,155
9   10 -1
106   98 8
15,544   14,741 803
122   120 2
308   357 -49
45,608   45,410 198
172   147 25
11,400   10,495 905
3,509   3,072 437
117   101 16
7,969   7,872 97
11,088   10,553 535
15,479   15,115 364
306   334 -28
4,353   3,299 1,054
40,201   40,758 -557
8,331   8,782 -451
103   104 -1
3,551   2,261 1,290
817   381 436
92   93 -1
109   104 5
9,684   9,762 -78
7   6 1
331   358 -27
22,804   22,485 319
202   149 53
2,986   2,748 238
15,075   13,185 1,890
11,390   10,735 655
349   351 -2
454   441 13
692   349 343
30,902   26,337 4,565
502   408 94
3,849   3,849  
8,769   15,350 -6,581
106   107 -1
3,010   1,136 1,874
6,212   5,815 397
94   95 -1
113   110 3
3,228   3,405 -177
7   6 1
325   337 -12
1,520   1,493 27
11,986   8,832 3,154
612   585 27
4,128   5,363 -1,235
4,898   4,669 229
73   73  
10,891   10,553 338
496   230 266
202   171 31
456   411 45
5,713   5,713  
29   29  
96   97 -1
1,129   677 452
1,456   1,300 156
88   89 -1
117   115 2
3,228   3,393 -165
7   7  
18   18  
13,728   13,439 289
346   276 70
3   2 1
8,120   10,536 -2,416
17,879   17,050 829
57   56 1
90   91 -1
428   231 197
12,159   10,375 1,784
15,782   22,437 -6,655
26,270   27,091 -821
100   101 -1
2,402     2,402
2,427   2,017 410
99   100 -1
110   107 3
4,304   3,994 310
7   7  
17,696   18,802 -1,106
48   46 2
36,809   25,703 11,106
22,415   22,682 -267
140   176 -36
2   2  
17   17  
8   9 -1
215   119 96
208   192 16
14,611   19,810 -5,199
7,784   7,869 -85
102   103 -1
36   13 23
5   6 -1
95   97 -2
118   117 1
47,923   46,452 1,471
16,173   17,519 -1,346
40,165   38,290 1,875
38,312   37,017 1,295
8,614   6,229 2,385
7,290   9,749 -2,459
11,722   14,542 -2,820
8,776   8,517 259
36,562   35,926 636
34   31 3
8   5 3
2,307   2,341 -34
10,489   10,489  
33   33  
107   108 -1
865     865
3   4 -1
99   101 -2
118   117 1
33,594   34,285 -691
41,373   39,036 2,337
374   449 -75
9,590   9,622 -32
218   166 52
7,290   11,990 -4,700
25,013   24,728 285
5,851   5,675 176
29,568   30,566 -998
27   31 -4
7   6 1
1,154   1,171 -17
10,935   18,195 -7,260
270   270  
105   106 -1
13   6 7
3   4 -1
98   99 -1
113   112 1
15,831   16,087 -256
26,716   25,394 1,322
308   365 -57
11,781   11,410 371
13,064   12,453 611
10,935   14,316 -3,381
5,003   4,949 54
9,054   8,078 976
19,793   19,539 254
32   32  
7   6 1
1,154   1,171 -17
317   317  
2   2  
99   100 -1
2,402     2,402
2   3 -1
98   99 -1
99   100 -1
14,505   14,253 252
6,680   6,349 331
7,850   9,027 -1,177
3,927   3,802 125
316   300 16
17,880   16,577 1,303
20,010   20,065 -55
9,054   8,074 980
19,793   19,535 258
12,009   11,898 111
39,807   31,859 7,948
5,761   5,853 -92
53,278   53,278  
85   104 -19
5,306   917 4,389
36   15 21
24,036   25,030 -994
102   103 -1
99   99  
14,505   14,144 361
6,492   6,085 407
15,700   17,560 -1,860
3,927   3,803 124
73   69 4
11,923   11,049 874
8,760   6,858 1,902
9,054   8,073 981
10,109   9,768 341
17,412   17,252 160
375   261 114
1,154   1,171 -17
221   564 -343
33,264   33,306 -42
10,613   1,215 9,398
5   5  
32   33 -1
93   91 2
14   15 -1
14,505   14,178 327
4,328   4,051 277
7,168   7,490 -322
19,635   19,156 479
3,156   4,510 -1,354
25,425   25,234 191
32,397   25,367 7,030
28,449   28,129 320
23,749   21,802 1,947
5,403   5,354 49
331   302 29
11,430   11,707 -277
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       -1
d       2,060
e        
      -4
      -1
      -1
      355
      219
      1,244
      -654
      -1,898
      116
      1,287
      318
      2,476
      656
      38
      -9,178
       
      -2,055
      -1
      1,212
       
      -2
      3
       
      141
      54
      311
      -3,255
      -1,665
      135
      134
      179
      -19,011
      1,687
      16
      -5,499
      -2,971
      -18
      -1
      13
      835
      -2
      5
       
      417
      -143
      -24
      -3,260
      1,422
      96
      34
      -182
      2
      242
      -14
      -15,316
       
      -11
      -1
       
      3,713
      -2
      6
      383
      632
      -41
      -31
      -2,614
      591
      87
      104
      -89
      2,224
      603
      9
      8,031
      -3,902
      -2,220
      -1
      6
      2,155
      -1
      8
      803
      2
      -49
      198
      25
      905
      437
      16
      97
      535
      364
      -28
      1,054
      -557
      -451
      -1
      1,290
      436
      -1
      5
      -78
      1
      -27
      319
      53
      238
      1,890
      655
      -2
      13
      343
      4,565
      94
       
      -6,581
      -1
      1,874
      397
      -1
      3
      -177
      1
      -12
      27
      3,154
      27
      -1,235
      229
       
      338
      266
      31
      45
       
       
      -1
      452
      156
      -1
      2
      -165
       
       
      289
      70
      1
      -2,416
      829
      1
      -1
      197
      1,784
      -6,655
      -821
      -1
      2,402
      410
      -1
      3
      310
       
      -1,106
      2
      11,106
      -267
      -36
       
       
      -1
      96
      16
      -5,199
      -85
      -1
      23
      -1
      -2
      1
      1,471
      -1,346
      1,875
      1,295
      2,385
      -2,459
      -2,820
      259
      636
      3
      3
      -34
       
       
      -1
      865
      -1
      -2
      1
      -691
      2,337
      -75
      -32
      52
      -4,700
      285
      176
      -998
      -4
      1
      -17
      -7,260
       
      -1
      7
      -1
      -1
      1
      -256
      1,322
      -57
      371
      611
      -3,381
      54
      976
      254
       
      1
      -17
       
       
      -1
      2,402
      -1
      -1
      -1
      252
      331
      -1,177
      125
      16
      1,303
      -55
      980
      258
      111
      7,948
      -92
       
      -19
      4,389
      21
      -994
      -1
       
      361
      407
      -1,860
      124
      4
      874
      1,902
      981
      341
      160
      114
      -17
      -343
      -42
      9,398
       
      -1
      2
      -1
      327
      277
      -322
      479
      -1,354
      191
      7,030
      320
      1,947
      49
      29
      -277
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 33,407
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 -16,204
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      
2016      
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
 
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
 
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4,.............
8
 
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 1,800
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,800
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,800
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,200
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,200
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 600
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet600 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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)
    bulletIL
    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 ofbulletSMITA SHAH Telephone no.bullet (312) 922-6400

    Located atbullet300 S WACKERCHICAGOIL ZIP+4bullet60606
    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
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    NIRANJAN SHAH PRESIDENT
    000.00     		0 0 0
    300 S WACKER
    CHICAGO,IL60606
    PRATIMA N SHAH VICE PRESIDE
    000.00     		0 0 0
    300 S WACKER
    CHICAGO,IL60606
    SMITA SHAH TREASURER
    000.00     		0 0 0
    300 S WACKER
    CHICAGO,IL60606
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,419,835
    b
    Average of monthly cash balances.......................
    1b
    236,071
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,655,906
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,655,906
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    39,839
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,616,067
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    130,803
    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
    130,803
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,800
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,800
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    129,003
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    129,003
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    129,003
    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
    195,000
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    195,000
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    195,000
    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 7 129,003
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 34,116
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 195,000
    a Applied to 2017, but not more than line 2a 34,116
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 129,003
    e Remaining amount distributed out of corpus 31,881
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 31,881
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		31,881
    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.... 31,881
    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
    CATHOLIC EXTENSION
    150 S WACKER DR
    CHICAGO,IL60606     		  PC SUPPORT FOR PARISH 15,000
    VIVEKANANDA VEDANTA SOCIETY OF CHI
    14630 LEMONT ROAD
    HOMER GLEN,IL60491     		  PC SUPPORT FOR RELIGIOUS TEACHINGS 120,000
    ENVIRONMENTAL LAW & POLICY CENTER
    35 EAST WACKER DRIVE
    CHICAGO,IL60601     		  PC SUPPORT FOR ENVIRONMENTAL POLICIES 5,000
    ABRAHAM LINCOLN PRES LIBRARY FDN
    500 EAST MADISON
    SPRINGFIELD,IL62701     		  PC SUPPORT FOR EDUCATION AND LEADERSHIP 5,000
    RASHTRIYA ANTYODAYA SANGH
    D-191 OKHLA PHASE-1
    NEW DELHI,NEW DELHI110020
    IN     		  NC SUPPORT FOR EDUCATION 50,000
    Total .................................bullet 3a 195,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    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 12,497  
    4 Dividends and interest from securities....     14 46,913  
    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.....     14 27  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 32,317 1,090
    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)..   91,754 1,090
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    92,844
    (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
    NIRANJAN SHAH EDU FUND FOREIGN PRIVATE SAME DIRECTORS
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


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


    Software ID:  
    Software Version:  


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    PRATIMA N SHAH FAMILY FOUNDATION
     
    Employer identification number

    31-1809141
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    PRATIMA N SHAH FAMILY FOUNDATION
          		Employer identification number
    31-1809141
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    FACILITY MANAGEMENT GROUP
     
    21W547 NORTH AVE
     
    LOMBARD, IL60148

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    NIRANJAN SHAH  
    PO BOX 3755
     
    OAK BROOK, IL60521

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    PNS MANAGEMENT LLC
     
    720 BENEDETTI DR
     
    NAPERVILLE, IL60563

    		$ 100,000


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    PRATIMA N SHAH FAMILY FOUNDATION
          		Employer identification number

    31-1809141
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    PRATIMA N SHAH FAMILY FOUNDATION
          		Employer identification number

    31-1809141
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    PRATIMA N SHAH FAMILY FOUNDATION
    EIN:
    31-1809141
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 2,800      

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    PRATIMA N SHAH FAMILY FOUNDATION
    EIN:
    31-1809141
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VARIOUS BONDS 481,759 458,295

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    PRATIMA N SHAH FAMILY FOUNDATION
    EIN:
    31-1809141
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VARIOUS STOCKS 1,547,854 1,663,225
    VARIOUS MUTUAL FUNDS 414,490 332,214

    TY 2018 OtherExpensesSchedule
    Name:
    PRATIMA N SHAH FAMILY FOUNDATION
    EIN:
    31-1809141
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INVESTMENT FEES 2,829 2,829    


    TY 2018 OtherIncomeSchedule2
    Name:
    PRATIMA N SHAH FAMILY FOUNDATION
    EIN:
    31-1809141
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SECURITY SETTLEMENT 27 27  


    TY 2018 TaxesSchedule
    Name:
    PRATIMA N SHAH FAMILY FOUNDATION
    EIN:
    31-1809141
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SEC OF STATE 40      
    FEDERAL TAXES 1,792      
    FOREIGN TAXES PAID ON DIVIDENDS 646