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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 09-01-2017 , and ending 08-31-2018
Name of foundation
ETHEL D COLKET FOUNDATION CO PNC BANK NA
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1365
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PAOLI, PA193011365
A Employer identification number

23-6292917
B Telephone number (see instructions)

(484) 424-5343
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$5,959,271J 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) 1,008,403
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 114,408 122,768  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 348,857
b Gross sales price for all assets on line 6a 905,009
7 Capital gain net income (from Part IV, line 2)... 348,857
8 Net short-term capital gain......... 0
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).......   84,681  
12 Total. Add lines 1 through 11........ 1,471,668 556,306  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 17,993 17,993    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,647 168   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......   24,683    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,640 42,844 0 0
25 Contributions, gifts, grants paid....... 593,132 593,132
26 Total expenses and disbursements. Add lines 24 and 25 619,772 42,844 0 593,132
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 851,896
b Net investment income (if negative, enter -0-) 513,462
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 84,033 67,036 67,036
2 Savings and temporary cash investments......... 21,704 72,699 72,699
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 936,959 Click to see attachment1,095,467 2,575,485
c Investments—corporate bonds (attach schedule)....... 150,000 150,000 153,930
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,664,882 Click to see attachment1,637,492 2,028,498
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment305,975 Click to see attachment305,975 Click to see attachment1,061,623
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,163,553 3,328,669 5,959,271
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,073,352 3,233,815
27 Paid-in or capital surplus, or land, bldg., and equipment fund   67,036
28 Retained earnings, accumulated income, endowment, or other funds 90,201 27,818
29 Total net assets or fund balances (see instructions)..... 3,163,553 3,328,669
30 Total liabilities and net assets/fund balances (see instructions). 3,163,553 3,328,669
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,163,553
2
Enter amount from Part I, line 27a .....................
2
851,896
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,015,449
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
686,780
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,328,669
Form 990-PF (2019)
Form 990-PF (2019)
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 75. KRAFT HEINZ CO/THE   2016-09-13 2017-09-01
b 597.729 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2014-10-29 2017-09-20
c 266.383 ROWE T PRICE VALUE FD INC COM   2013-12-04 2017-09-20
d 108. SPDR DOW JONES REIT ETF   2012-02-23 2017-09-20
e 32. SPDR MIDCAP TRUST SERIES 1 ETF   1997-12-19 2017-09-20
17. DR PEPPER SNAPPLE GROUP INC   2016-03-11 2017-09-29
1. DR PEPPER SNAPPLE GROUP INC   2016-03-11 2017-09-29
24. DR PEPPER SNAPPLE GROUP INC   2016-03-11 2017-10-02
13. DR PEPPER SNAPPLE GROUP INC   2016-03-11 2017-10-03
6. DR PEPPER SNAPPLE GROUP INC   2016-03-11 2017-10-03
18. DR PEPPER SNAPPLE GROUP INC   2016-03-11 2017-10-04
37. CSX CORP COM   2017-06-19 2017-10-20
38. EXXON MOBIL CORP   2016-03-11 2017-10-20
7. EXXON MOBIL CORP   2016-03-11 2017-10-20
66. CSX CORP COM   2017-06-19 2017-10-23
2. CSX CORP COM   2017-06-20 2017-10-23
9. CSX CORP COM   2017-06-20 2017-10-24
1. CSX CORP COM   2017-06-20 2017-10-24
1. VALERO ENERGY CORP NEW COM   2016-12-09 2017-11-03
26. VALERO ENERGY CORP NEW COM   2016-12-09 2017-11-03
2. VALERO ENERGY CORP NEW COM   2016-12-09 2017-11-03
28. INGERSOLL-RAND PLC SEDOL: B633030   2016-05-26 2017-11-03
1. INGERSOLL-RAND PLC SEDOL: B633030   2016-05-27 2017-11-03
30. VALERO ENERGY CORP NEW COM   2016-12-09 2017-11-06
1. INGERSOLL-RAND PLC SEDOL: B633030   2016-05-27 2017-11-06
27. INGERSOLL-RAND PLC SEDOL: B633030   2016-05-31 2017-11-06
8. AETNA INC NEW   2016-03-11 2017-11-10
7. EDWARDS LIFESCIENCES CORP   2016-03-11 2017-11-10
45. EDWARDS LIFESCIENCES CORP   2016-03-11 2017-11-10
3110. CAMPBELL SOUP CO   1966-04-18 2017-11-17
1. BANK OF AMERICA CORP   2001-01-01 2017-12-01
96. ABBOTT LABORATORIES INC   2016-06-23 2017-12-08
1180. SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND   2016-08-17 2018-01-02
24. AGILENT TECHNOLOGIES (IPO)   2017-04-21 2018-01-04
6. AGILENT TECHNOLOGIES (IPO)   2017-04-21 2018-01-04
10. THERMO ELECTRON CORP COM   2016-03-11 2018-01-04
19. WYNDHAM WORLDWIDE CORP   2016-03-11 2018-01-04
42. WYNDHAM WORLDWIDE CORP   2016-03-11 2018-01-05
1. TRANSCANADA CORP (HOLDING CO)   2017-06-02 2018-01-19
14. TRANSCANADA CORP (HOLDING CO)   2017-06-02 2018-01-19
19. TRANSCANADA CORP (HOLDING CO)   2017-06-02 2018-01-19
10. TRANSCANADA CORP (HOLDING CO)   2017-06-05 2018-01-22
49. TRANSCANADA CORP (HOLDING CO)   2017-06-05 2018-01-22
74. CBS CORP CLASS B WI   2016-08-05 2018-02-02
10. HOME DEPOT INC COM   2016-03-11 2018-02-02
5. MOHAWK INDS INC   2016-08-05 2018-02-02
22.443 HENNESSY GAS UTILITY-INST   2017-12-07 2018-02-20
4343.855 HENNESSY GAS UTILITY-INST   2014-10-29 2018-02-20
453.14 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2017-08-22 2018-02-20
8746.218 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2014-10-29 2018-02-20
63. PEPSICO INC COM   2016-06-02 2018-02-23
15. PROLOGIS INC   2017-06-02 2018-02-23
86. PROLOGIS INC   2016-10-21 2018-02-23
32. PROLOGIS INC   2017-06-02 2018-02-26
12. SHERWIN-WILLIAMS CO   2017-06-19 2018-03-02
29. STANLEY BLACK & DECKER INC   2017-11-03 2018-03-09
1. CLIFFS NATURAL RESOURCES, INC (18683K101)   2001-01-01 2018-03-22
18. MOHAWK INDS INC   2016-08-05 2018-04-05
5. MOHAWK INDS INC   2017-08-18 2018-04-05
28. AETNA INC NEW   2016-03-11 2018-04-26
15. ILLINOIS TOOL WORKS INC COM   2016-03-11 2018-04-26
30. ILLINOIS TOOL WORKS INC COM   2016-03-11 2018-04-27
78. ALTRIA GROUP INC   2016-03-11 2018-05-04
56. COMCAST CORPORATION CL A   2016-03-11 2018-05-04
13. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2017-04-07 2018-05-04
13. BERRY GLOBAL GROUP INC   2016-08-24 2018-05-15
62. BERRY GLOBAL GROUP INC   2016-08-24 2018-05-15
33. HONEYWELL INTL INC   2016-03-11 2018-05-15
3. HONEYWELL INTL INC   2016-03-11 2018-05-15
18. BERRY GLOBAL GROUP INC   2016-08-25 2018-05-16
18. BERRY GLOBAL GROUP INC   2016-10-14 2018-05-16
7. BERRY GLOBAL GROUP INC   2016-10-14 2018-05-16
3. BERRY GLOBAL GROUP INC   2016-10-17 2018-05-17
1. BERRY GLOBAL GROUP INC   2016-10-17 2018-05-17
783. CHEVRON CORPORATION   1996-03-01 2018-05-21
416. PHILLIPS 66   2001-07-20 2018-05-21
79. ANALOG DEVICES INC   2017-06-14 2018-05-23
112. HALLIBURTON CO   2017-01-27 2018-06-13
11. SMUCKER J M CO COM NEW   2018-02-23 2018-06-13
19425. PLEIADES INVESTMENT PARTNERS LP CLASS B   2016-10-01 2018-06-13
12. SMUCKER J M CO COM NEW   2018-02-23 2018-06-14
14. AGILENT TECHNOLOGIES (IPO)   2017-04-21 2018-06-15
21. AGILENT TECHNOLOGIES (IPO)   2017-08-18 2018-06-15
36. AGILENT TECHNOLOGIES (IPO)   2017-04-21 2018-06-15
32. SMUCKER J M CO COM NEW   2018-02-26 2018-06-15
25. CONSTELLATION BRANDS INC CL A   2016-03-11 2018-07-02
17. CUMMINS INC   2017-02-17 2018-07-02
11. CUMMINS INC   2017-02-21 2018-07-03
24. CONSTELLATION BRANDS INC CL A   2016-03-11 2018-07-13
8. GENERAL DYNAMICS CORP   2016-03-11 2018-07-13
3. GENERAL DYNAMICS CORP   2016-03-11 2018-07-13
12. THERMO ELECTRON CORP COM   2016-03-11 2018-07-13
18. GENERAL DYNAMICS CORP   2016-03-11 2018-07-16
10. THERMO ELECTRON CORP COM   2016-03-11 2018-07-16
14. PARKER HANNIFIN CORP   2017-04-07 2018-07-27
20. STATE STR CORP COM   2016-09-07 2018-07-27
59. STATE STR CORP COM   2016-09-08 2018-07-27
3. STATE STR CORP COM   2016-09-09 2018-07-27
24. TYSON FDS INC COM   2016-03-11 2018-07-27
5. TYSON FDS INC COM   2016-03-11 2018-07-27
21. PARKER HANNIFIN CORP   2017-04-07 2018-07-30
26. TYSON FDS INC COM   2016-03-11 2018-07-30
31. TYSON FDS INC COM   2017-09-29 2018-07-30
36. JOHNSON & JOHNSON COM   2016-03-11 2018-08-16
25. LAUDER ESTEE COS INC CL A   2017-09-01 2018-08-16
14. LAUDER ESTEE COS INC CL A   2017-09-01 2018-08-16
35. FACEBOOK INC   2016-03-11 2018-08-17
1. LAUDER ESTEE COS INC CL A   2017-09-05 2018-08-17
25. LAUDER ESTEE COS INC CL A   2017-09-05 2018-08-17
9. ROYAL DUTCH SHELL PLC ADR A   2017-10-20 2018-08-23
1. ROYAL DUTCH SHELL PLC ADR A   2017-10-20 2018-08-24
35. ROYAL DUTCH SHELL PLC ADR A   2017-10-20 2018-08-24
30. ROYAL DUTCH SHELL PLC ADR A   2017-10-23 2018-08-27
1. ROYAL DUTCH SHELL PLC ADR A   2017-10-23 2018-08-27
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,033   6,607 -574
b 10,000   8,721 1,279
c 10,000   9,347 653
d 9,989   7,369 2,620
e 10,247   1,973 8,274
1,507   1,547 -40
88   91 -3
2,107   2,184 -77
1,134   1,183 -49
523   546 -23
1,573   1,638 -65
2,020   1,966 54
3,152   3,125 27
580   576 4
3,587   3,495 92
109   105 4
490   470 20
55   52 3
81   68 13
2,105   1,764 341
161   136 25
2,417   1,857 560
86   66 20
2,441   2,035 406
86   66 20
2,336   1,801 535
1,395   907 488
727   613 114
4,674   3,940 734
154,295   17 154,278
36     36
5,230   3,684 1,546
43,317   43,034 283
1,655   1,276 379
416   318 98
1,991   1,403 588
2,205   1,454 751
4,739   3,215 1,524
48   47 1
672   658 14
912   892 20
480   471 9
2,350   2,316 34
4,140   3,854 286
1,954   1,284 670
1,357   1,066 291
618   682 -64
119,630   132,978 -13,348
6,725   7,289 -564
129,794   126,889 2,905
6,898   6,536 362
918   853 65
5,265   4,531 734
1,957   1,820 137
4,700   4,278 422
4,637   4,765 -128
10     10
4,310   3,922 388
1,197   1,244 -47
5,013   3,175 1,838
2,158   1,473 685
4,270   2,947 1,323
4,397   4,832 -435
1,784   1,657 127
1,392   1,266 126
621   563 58
2,950   2,792 158
4,857   3,579 1,278
441   325 116
859   810 49
859   803 56
334   312 22
143   134 9
47   45 2
101,131   21,887 79,244
50,426   5,479 44,947
7,460   6,477 983
5,359   6,463 -1,104
1,152   1,365 -213
19,426     19,426
1,247   1,497 -250
920   742 178
1,384   1,291 93
2,373   1,938 435
3,353   4,070 -717
5,374   3,551 1,823
2,245   2,603 -358
1,453   1,697 -244
5,177   3,409 1,768
1,543   1,084 459
580   407 173
2,536   1,684 852
3,449   2,439 1,010
2,095   1,403 692
2,304   2,256 48
1,743   1,411 332
5,135   4,159 976
261   211 50
1,532   1,625 -93
319   338 -19
3,461   3,384 77
1,521   1,760 -239
1,836   2,187 -351
4,760   4,114 646
3,340   2,696 644
1,873   1,510 363
6,061   3,825 2,236
135   108 27
3,380   2,696 684
584   549 35
66   61 5
2,302   2,139 163
1,980   1,839 141
66   61 5
      21,383
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       -574
b       1,279
c       653
d       2,620
e       8,274
      -40
      -3
      -77
      -49
      -23
      -65
      54
      27
      4
      92
      4
      20
      3
      13
      341
      25
      560
      20
      406
      20
      535
      488
      114
      734
      154,278
      36
      1,546
      283
      379
      98
      588
      751
      1,524
      1
      14
      20
      9
      34
      286
      670
      291
      -64
      -13,348
      -564
      2,905
      362
      65
      734
      137
      422
      -128
      10
      388
      -47
      1,838
      685
      1,323
      -435
      127
      126
      58
      158
      1,278
      116
      49
      56
      22
      9
      2
      79,244
      44,947
      983
      -1,104
      -213
      19,426
      -250
      178
      93
      435
      -717
      1,823
      -358
      -244
      1,768
      459
      173
      852
      1,010
      692
      48
      332
      976
      50
      -93
      -19
      77
      -239
      -351
      646
      644
      363
      2,236
      27
      684
      35
      5
      163
      141
      5
       
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 2 348,857
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))
2018 1,153,855 6,162,438 0.18724
2017 2,048,584 6,368,948 0.321652
2016 1,935,473 5,712,867 0.338792
2015 1,231,704 5,180,170 0.237773
2014 1,092,367 5,060,839 0.215847
2
Total of line 1, column (d) .....................
2
1.301304
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
0.260261
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
5,942,957
5
Multiply line 4 by line 3......................
5
1,546,720
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,135
7
Add lines 5 and 6........................
7
1,551,855
8
Enter qualifying distributions from Part XII, line 4,.............
8
593,132
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 (2019)
Form 990-PF (2019)
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 10,269
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 10,269
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 10,269
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 6,938
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,938
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 3,331
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 2020 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bulletPA
    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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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 addressbulletSEE FOOTNOTE
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 762-9161

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet152129938
    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 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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
     
    No
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    PNC BANK N A CO-TRUSTEE
    3     		17,993    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA152129938
    TRISTRAM C COLKET JR CO-TRUSTEE
    1     		0    
    PO BOX 1365
    PAOLI,PA193011365
    BRYAN D COLKET CO-TRUSTEE
    1     		0    
    PO BOX 1365
    PAOLI,PA193011365
    CAROLYN C CULLEN CO-TRUSTEE
    1     		0    
    PO BOX 1365
    PAOLI,PA193011365
    RUTH M COLKET CO-TRUSTEE
    1     		0    
    PO BOX 1365
    PAOLI,PA193011365
    TRISTRAM C COLKET III CO-TRUSTEE
    1     		0    
    PO BOX 1365
    PAOLI,PA193011365
    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 (2019)
    Form 990-PF (2019)
    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.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    5,964,165
    b
    Average of monthly cash balances.......................
    1b
    69,294
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,033,459
    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
    6,033,459
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    90,502
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,942,957
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    297,148
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    297,148
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    10,269
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,269
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    286,879
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    286,879
    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
    286,879
    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
    593,132
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    593,132
    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
    593,132
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 286,879
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 844,555
    b From 2015...... 983,017
    c From 2016...... 1,661,188
    d From 2017...... 1,742,869
    e From 2018...... 852,925
    fTotal of lines 3a through e........ 6,084,554
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 593,132
    a Applied to 2018, 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 2019 distributable amount..... 286,879
    e Remaining amount distributed out of corpus 306,253
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 6,390,807
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		844,555
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		5,546,252
    10 Analysis of line 9:
    a Excess from 2015.... 983,017
    b Excess from 2016.... 1,661,188
    c Excess from 2017.... 1,742,869
    d Excess from 2018.... 852,925
    e Excess from 2019.... 306,253
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Ethel D Colket Foundation
    PO BOX 1365
    PAOLI,PA193011365
    (484) 424-5343
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITING
    cAny submission deadlines:
    NONE, BUT APPLICANTS FROM THE DELAWARE VALLEY OF PA ARE PREFERRED.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    EDUCATIONAL, CHARITABLE, SCIENTIFIC, LITERARY, AND RELIGIOUS CONCERNS ONLY.
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    TRUSTEES OF THE UNIVERSITY OF PA
    4200 FIFTH AVENUE
    PITTSBURGH,PA15222     		NONE PC GENERAL SUPPORT 3,000
    ACADEMY IN MANAYUNK
    1200 RIVER ROAD
    CONSHOHOCKEN,PA19428     		NONE PC GENERAL SUPPORT 250
    AMERICAN CANCER SOCIETY
    320 BILMAR DRIVE
    PITTSBURGH,PA15205     		NONE PC GENERAL SUPPORT 300
    BILLFISH FOUNDATION
    5100 N FEDERAL HIGHWAY
    FORT LAUDERDALE,FL33308     		NONE PC GENERAL SUPPORT 300
    COMMUNITY SCHOOL - IDAHO
    1 COMMUNITY SCHOOL DRIVE
    SUN VALLEY,ID83353     		NONE PC FRIENDS OF THE SAILING 2,000
    FRANKLIN INSTITUTE
    220 NORTH 20TH STREET
    PHILADELPHIA,PA19103     		NONE PC GENERAL SUPPORT 2,000
    EMMC FOUNDATION
    PO BOX 931
    BANGOR,ME04402     		NONE PC GENERAL SUPPORT 200
    PHILADELPHIA MUSEUM OF ART
    PO BOX 7646
    PHILADELPHIA,PA19101     		NONE PC GENERAL SUPPORT 9,200
    PHILADELPHIA ORCHESTRA
    260 S BROAD ST STE 1600
    PHILADELPHIA,PA19102     		NONE PC GENERAL SUPPORT 2,100
    QUEBEC LABRADOR FOUNDATION INC
    55 MAIN STREET
    IPSWITCH,ME01938     		NONE PC GENERAL SUPPORT 18,000
    ROANOKE COLLEGE
    221 COLLEGE LANE
    SALEM,VA24153     		NONE PC GENERAL SUPPORT 800
    ST DAVID'S CHURCH
    763 S VALLEY FORGE ROAD
    WAYNE,PA19087     		NONE PC GENERAL SUPPORT 4,300
    WILLISTOWN CONSERVATION TRUST
    925 PROVIDENCE ROAD
    NEWTON SQUARE,PA19073     		NONE PC GENERAL SUPPORT 20,000
    CHESTER COUNTY FOOD BANK
    650 PENNSYLVANIS DRIVE
    EXTON,PA19341     		NONE PC 28TH ANN FRIENDS OF ACADIA 5,500
    ABBE MUSEUM BAR HARBOR ME
    26 MT DESERT STREET
    BAR HARBOUR,ME04609     		NONE PC GENERAL SUPPORT 1,000
    AMERICAN HELICOPTER MUSEUM
    1200 RIVER ROAD
    CONSHOHOCKEN,PA19428     		NONE PC GENERAL SUPPORT 2,300
    BOYS & GIRLS CLUBS OF MARTIN
    COUNTY
    115 SE LARES AVENUE
    HOBE SOUND,FL33475     		NONE PC GENERAL SUPPORT 300
    BRANDYWINE VALLEY SPCA
    1212 PHOENIXVILLE PIKE
    WEST CHESTER,PA19380     		NONE PC LAWRENCE B. MORRIS 1,000
    ACADIA FAMILY CENTER
    1 FERNALD POINT ROAD
    SOUTHWEST HARBOR,ME04679     		NONE PC GENERAL SUPPORT 5,000
    THE AGNES IRWIN SCHOOL
    1220 AMERICAN BLVD
    WEST CHESTER,PA19380     		NONE PC GENERAL SUPPORT 800
    AMERICAN RED CROSS
    221 CHESTNUT STREET
    PHILADELPHIA,PA19103     		NONE PC GENERAL SUPPORT 500
    BAR HARBOR FOOD PANTRY
    36 MT DESERT STREET
    BAR HARBOUR,ME04609     		NONE PC GENERAL SUPPORT 200
    BAR HARBOR HISTORICAL SOCIETY
    33 LEDGELAWN AVENUE
    BAR HARBOUR,ME04609     		NONE PC ANNUAL DONATION, SMARD 1,000
    BARNES FOUNDATION
    2025 BENJAMIN FRANKLIN PKWY
    PHILADELPHIA,PA19130     		NONE PC GENERAL SUPPORT 1,000
    BEATRIX FARRAND SOCIETY
    475 BAY VIEW DRIVE
    BAR HARBOUR,ME04609     		NONE PC GENERAL SUPPORT 2,500
    BOY SCOUTS OF AMERICA
    90 KELLEY ROAD
    ORONO,ME04473     		NONE PC GENERAL SUPPORT 500
    BRANDYWINE CONSERVANCY INC
    PO BOX 141
    CHADDS FORD,PA19317     		NONE PC GENERAL SUPPORT 600
    CARDIGAN MOUNTAIN SCHOOL
    62 ALUMNI DRIVE
    CANAAN,NH03741     		NONE PC 26TH ANNUAL 5K WALK/RUN - 500
    CHEROKEE PLANTATION CHARITIES INC
    5109 COMBAHEE ROAD
    YEMASSEE,SC29945     		NONE PC GENERAL SUPPORT 1,000
    COMMUNITY SCHOOL OF MOUNT
    DESERT ISLAND
    PO BOX 825
    BAR HARBOR,ME04609     		NONE PC MAINE COAST COMMUNITY 800
    CHESTER COUNTY FUND FOR WOMEN
    1025 ANDREW DRIVE STE 200
    WEST CHESTER,PA19380     		NONE PC GENERAL SUPPORT 2,500
    CHOP FOUNDATION
    225 NORTH HIGH STREET
    WEST CHESTER,PA19380     		NONE PC GENERAL SUPPORT 1,000
    CHESTER COUNTY SPCA
    1212 PHOENIXVILLE PIKE
    WEST CHESTER,PA19380     		NONE PC 2017 CRAFT SHOW 1,300
    COMMUNITY PARTNERSHIP SCHOOL
    1936 NORTH JUDSON STREET
    PHILADELPHIA,PA19121     		NONE PC GENERAL SUPPORT 300
    PAOLI HOSPITAL FOUNDATION
    255 WEST LANCASTER AVENUE
    PAOLI,PA19301     		NONE PC GENERAL SUPPORT 500
    BAR HARBOR FIRE DEPARTMENT
    37 FIREFLY LANE
    BAR HARBOR,ME04609     		NONE PC GENERAL SUPPORT 300
    CONCORDIA LUTHERAN CHURCH
    3003 SILVERSIDE ROAD
    WILMINGTON,DE19810     		NONE PC GENERAL SUPPORT 500
    COLLEGE OF THE ATLANTIC
    105 EDEN STREET
    BAR HARBOR,ME04609     		NONE PC STEWARDSHIP DRIVE 27,000
    DOWNEAST HEALTH SERVICES
    97 HIDDEN VALLEY ROAD
    LAKE LUZERNE,NY12846     		NONE PC GENERAL SUPPORT 500
    EPISCOPAL ACADEMY
    1785 BISHOP WHITE DRIVE
    NEWTON SQUARE,PA19073     		NONE PC KATAHDIN AREA COUNCIL, BSA 300
    EPISCOPAL COMMUNITY SERVICES
    225 S THIRD STREET
    PHILADELPHIA,PA19106     		NONE PC ANNUAL GIVING CAMPAIGN 2,000
    FOREST SOCIETY OF MAINE
    115 FRANKLIN STREET
    BANGOR,ME04401     		NONE PC GENERAL SUPPORT 6,000
    FRIENDS OF ACADIA BENEFIT COMMITTEE
    PO BOX 45
    BAR HARBOUR,ME04609     		NONE PC IHO CHARLOTTE C. WEBER 13,800
    GARDEN CLUB OF MT DESERT
    PO BOX 553
    NORTHEAST HARBOR,ME04662     		NONE PC GENERAL SUPPORT 5,000
    FISHER HOUSE FOUNDATION INC
    300 N WASHINGTON STREET
    GETTYSBURG,PA17325     		NONE PC GENERAL SUPPORT 300
    GREAT HARBOR MARITIME MUSEUM
    125 MAIN STREET
    NORTHEAST HARBOR,ME04660     		NONE PC GENERAL SUPPORT 200
    GREENER PARTNERS
    3215 STUMP HALL ROAD
    COLLEGEVILLE,PA19426     		NONE PC GENERAL SUPPORT 1,000
    GULF OF MAINE RESEARCH INSTITUTE
    350 COMMERCIAL STREET
    PORTLAND,ME04101     		NONE PC GENERAL SUPPORT 200
    GIRL SCOUTS OF MAINE
    138 GANNETT DRIVE
    SOUTH PORTLAND,ME04106     		NONE PC GENERAL SUPPORT 300
    HARBOR HOUSE
    329 MAIN STREET
    PORT CLYDE,MD04679     		NONE PC ANNUAL FUND 2017 6,000
    GOSHEN FIRE COMPANY
    1320 PARK AVENUE
    WEST CHESTER,PA19380     		NONE PC GENERAL SUPPORT 1,000
    HERRING GUT LEARNING CENTER
    59 FACTORY ROAD
    PORT CLYDE,MD04855     		NONE PC GENERAL SUPPORT 1,000
    HOBERT & WILLIAM SMITH COLLEGE
    300 PULTENY STREET
    GENEVA,NY14456     		NONE PC GENERAL SUPPORT 300
    HISTORIC SUGARTOWN INC
    690 SUGARTOWN ROAD
    MALVEN,PA19355     		NONE PC GENERAL SUPPORT 500
    THE GUARDIANS OF MARTIN COUNTY
    PO BOX 1489
    HOBE SOUND,FL33475     		NONE PC GENERAL SUPPORT 300
    HOBE SOUND COMMUNITY CHEST
    PO BOX 511
    HOBE SOUND,FL33475     		NONE PC GENERAL SUPPORT 800
    HUN SCHOOL OF PRINCETON
    176 EDGARSTOUNE ROAD
    PRINCETON,NJ08540     		NONE PC GENERAL SUPPORT 300
    INDEPENDENCE SEAPORT MUSEUM
    211 S CHRISTOPHER BLVD
    PHILADELPHIA,PA19106     		NONE PC GENERAL SUPPORT 300
    INDIAN MOUNTAIN SCHOOL INC
    211 INDIAN MOUNTAIN ROAD
    LAKEVILLE,CT06039     		NONE PC GENERAL SUPPORT 500
    ISLAND CONNECTIONS
    15 EAGLE LAKE ROAD
    BAR HARBOUR,MD04609     		NONE PC GENERAL SUPPORT 1,000
    ISLAND READERS AND WRITERS
    PO BOX 227
    MOUNT DESERT,MD04660     		NONE PC GENERAL SUPPORT 1,000
    JACKSON LABORATORY
    600 MAIN STREET
    BAR HARBOUR,ME04609     		NONE PC GENERAL SUPPORT 300
    JESUP MEMORIAL LIBRARY
    34 MT DESERT STREET
    BAR HARBOUR,ME04609     		NONE PC GENERAL SUPPORT 300
    KID'S CORNER BAR HARBOR ME
    81 MT DESERT ROAD
    BAR HARBOUR,ME04069     		NONE PC GENERAL SUPPORT 2,000
    LIFEFLIGHT FOUNDATION
    PO BOX 899
    CAMDEN,ME04644     		NONE PC GENERAL SUPPORT 1,000
    MAINE COAST HERITAGE TRUST
    1 BOWDOIN MILL ISLAND STE 20
    TOPSHAM,ME04086     		NONE PC GENERAL SUPPORT 800
    MAINE COMMUNITY FOUNDATION
    245 MAIN STREET
    ELLSWORTH,ME04605     		NONE PC GENERAL SUPPORT 1,500
    MIGHTY WRITERS
    1501 CHRISTIAN STREET
    PHILADELPHIA,PA19146     		NONE PC GENERAL SUPPORT 300
    MILL REEF FUND
    487 GOODWYN
    MEMPHIS,TN38111     		NONE PC GENERAL SUPPORT 500
    MOUNT DESERT LAND & GARDEN PRESERVE
    POBOX 208
    SEAL HARBOR,ME04675     		NONE PC GENERAL SUPPORT 1,000
    MOUNT DESERT ISLAND NURSING
    ASSOCIATION
    12 SUMMIT ROAD
    NORTHEAST HARBOR,ME04662     		NONE PC GENERAL SUPPORT 850
    NATIONAL AUDUBON SOCIETY
    117 WEST PINE ST
    ROME,NY13440     		NONE PC GENERAL SUPPORT 3,000
    NATURAL LANDS TRUST
    1031 PALMERS MILL ROAD
    MEDIA,PA19063     		NONE PC GENERAL SUPPORT 600
    NEIGHBORHOOD HOUSE
    1 KIMBALL ROAD
    NORTHEAST HARBOR,ME04662     		NONE PC GENERAL SUPPORT 5,880
    NEW YORK YACHT CLUB FOUNDATION
    37 WEST 44TH STREET
    NEW YORK,NY10036     		NONE PC GENERAL SUPPORT 500
    NEXT STEP DOMESTIC VIOLENCE PROJECT
    PO BOX 1466
    ELLSWORTH,ME04605     		NONE PC GENERAL SUPPORT 600
    NUTURING MINDS
    FLEET SHORE ROAD
    NORTHEAST HARBOR,ME04662     		NONE PC GENERAL SUPPORT 500
    OPEN DOOR RECOVERY CENTER INC
    8 OLD MILL ROAD
    ELLSWORTH,ME04605     		NONE PC GENERAL SUPPORT 2,500
    OPERATION WARM
    576 ROSEDALE ROAD SUITE 8
    KENNETT SQUARE,PA19348     		NONE PC 29TH ANNUAL FRIENDS OF 7,900
    PAOLI FIRE COMPANY
    69 DARBY ROAD
    PAOLI,PA19301     		NONE PC 2018 MARTIN COUNTY SPRING 12,200
    PENNSYLVANIA HORTICULTURAL SOCIETY
    100 NORTH 20TH STREET 500
    PHILADELPHIA,PA19103     		NONE PC GENERAL SUPPORT 300
    PENNSYLVANIA SPCA
    2801 BLOOM RD
    DANVILLE,PA17821     		NONE PC GENERAL SUPPORT 200
    RIDING ON INSULIN
    PO BOX 1516
    WHITEFISH,MT59937     		NONE PC 4TH ANNUAL DR. AUDREY EVANS 3,000
    PHILADELPHIA RONALD MCDONALD HOUSE
    3925 CHESTNUT STREET
    PHILADELPHIA,PA19104     		NONE PC GENERAL SUPPORT 300
    PHILADELPHIA ZOO
    3400 WEST GIRARD STREET
    PHILADELPHIA,PA19104     		NONE PC GENERAL SUPPORT 75
    ROCKEND ART BARN
    221 COLLEGE LANE
    SALEM,VA24153     		NONE PC GENERAL SUPPORT 1,300
    RUGGLES HOUSE SOCIETY
    146 MAIN STREET
    COLUMBIA FALLS,ME04623     		NONE PC GENERAL SUPPORT 500
    SUN VALLEY SKI EDUCATION FOUNDATION
    PO BOX 203
    SUN VALLEY,ID83353     		NONE PC GENERAL SUPPORT 3,000
    SEAL COVE AUTO MUSEUM
    1414 TREMONT ROAD
    SEAL COVE,ME04674     		NONE PC GENERAL MUSEUM 10,000
    SOMESVILLE VILLAGE IMPROVEMENT SOCIETY
    P O BOX 240
    MOUNT DESERT,ME04660     		NONE PC GENERAL SUPPORT 300
    ST GEORGE'S SCHOOL
    PO BOX 1910
    NEWPORT,RI02842     		NONE PC GENERAL SUPPORT 5,000
    ST JAMES SCHOOL
    1429 N 11TH STREET
    PHILADELPHIA,PA19122     		NONE PC GENERAL SUPPORT 200
    ST MALACHY SCHOOL
    1429 N 11TH STREET
    PHILADELPHIA,PA19122     		NONE PC GENERAL SUPPORT 300
    STROUD WATER RESEARCH CENTER
    970 SPENCER ROAD
    AVONDALE,PA19311     		NONE PC GENERAL SUPPORT 1,000
    SPCA OF HANCOCK COUNTY
    141 BAR HARBOR ROAD
    TRENTON,ME04605     		NONE PC 2018 HOLIDAY BOUTIQUE 10,500
    ST SAVIOUR'S EPISCOPAL
    41 MOUNT DESERT STREET
    BAR HARBOR,ME04685     		NONE PC GENERAL SUPPORT 2,000
    TRINITY COLLEGE
    300 SUMMIT STREET
    HARTFORD,CT06106     		NONE PC GENERAL SUPPORT 2,000
    UNITED WAY TOCQUEVILLE SOCIETY
    701 N FAIRFAX STREET
    ALEXANDRIA,VA22314     		NONE PC GENERAL SUPPORT 1,500
    UNIVERSITY OF PA SCHOOL OF
    NURSING
    418 CURIE BLVD
    PHILADELPHIA,PA19129     		NONE PC GENERAL SUPPORT 5,000
    WENDELL GILLEY MUSEUM
    ENDOWMENT
    4 HERRICK ROAD
    SOUTHWEST HARBOR,ME04679     		NONE PC GENERAL SUPPORT 5,000
    WESTSIDE FOOD PANTRY
    324 SEAWALL ROAD
    SOUTHWEST HARBOR,ME04679     		NONE PC GENERAL SUPPORT 5,000
    UNITED STATES EQUESTRIAN
    TEAM FOUNDATION
    4047 IRON WORKS PARKWAY
    LEXINGTON,KY40511     		NONE PC GENERAL SUPPORT 3,000
    WILLISTOWN TOWNSHIP POLICE
    ASSOCIATION
    925 PROVIDENCE ROAD
    NEWTON SQUARE,PA19073     		NONE PC GENERAL SUPPORT 10,000
    WOMEN'S WAY
    123 BROAD STREET
    PHILADELPHIA,PA19109     		NONE PC GENERAL SUPPORT 5,000
    WRTI-TEMPLE UNIVERSITY
    1509 CECIL B MOORE AVENUE
    PHILADELPHIA,PA19121     		NONE PC IN HONOR OF PAT BLAKE 1,000
    BAR HARBOR VILLAGE IMPROVEMENT
    ASSOCIATION
    59 COTTAGE STREET
    BAR HARBOR,ME04609     		NONE PC GENERAL SUPPORT 500
    CHRIST MEMORIAL CHAPEL
    52 SOUTH BEACH ROAD
    HOBE SOUND,FL33455     		NONE PC EUROPEAN DECORATIVE ARTS 6,300
    DUCKS UNLIMITED CHESTER COUNTY
    PO BOX 865
    DEVON,PA19333     		NONE PC MARK WOOLMAN HORNER MUSIC 300
    CAMP BEECH CLIFF - LADIES WHO LOONCH
    PO BOX 381 264 BEECH HILL ROAD
    MOUNT DESERT,ME04660     		NONE PC ANNUAL FUND 2,000
    NANTUCKET CONSERVATION
    FOUNDATION
    118 CLIFF ROAD
    NANTUCKET,MA02554     		NONE PC GENERAL SUPPORT 200
    NANTUCKET COMMUNITY SAILING
    PO BOX 2424
    NANTUCKET,MA02584     		NONE PC GENERAL SUPPORT 5,000
    COMMUNITY VOLUNTEERS IN MEDICINE
    300 LAWRENCE DRIVE
    WEST CHESTER,PA15222     		NONE PC GENERAL SUPPORT 300
    LUTHERAN COMMUNITY SERVICES
    4040 S 188TH STREET
    SEATAC,WA98188     		NONE PC GENERAL SUPPORT 500
    NORTHEAST HARBOR SAILING SCHOOL
    FLEET SHORE ROAD
    NORTHEAST HARBOR,ME04662     		NONE PC 88TH RADNOR HUNT RACES 1,500
    THE CHILDREN'S HOSPITAL FOUNDATION
    4401 PENN AVENUE
    PITTSBURGH,PA15224     		NONE PC FRIENDS OF PENN NURSING 250
    THE EPISCOPAL ACADEMY
    1785 BISHOP WHITE DRIVE
    NEWTON SQUARE,PA19073     		NONE PC GENERAL SUPPORT 11,309
    MAINE SEA COAST MISSIONARY
    127 WEST STREET
    BAR HARBOR,ME04609     		NONE PC GENERAL SUPPORT 9,777
    MOUNT DESERT ISLAND YMCA
    21 PARK STREET
    BAR HARBOR,ME04609     		NONE PC GENERAL SUPPORT 48,023
    MOUNT DESERT NURSING ASSOCIATION
    12 SUMMIT ROAD
    NORTHEAST HARBOR,ME04662     		NONE PC GENERAL SUPPORT 25,644
    SUMMER SEARCH NATIONAL
    101 HOWARD STREET
    SAN FRANCISCO,CA94105     		NONE PC GENERAL SUPPORT 15,387
    COLORADO COLLEGE
    14 E CACHE LA POUDRE STREET
    COLORADO SPRINGS,CO80903     		NONE PC GENERAL SUPPORT 97,303
    NORTHEAST HARBOR AMBULANCE SERVICE
    21 SEA STREET
    NORTHEAST HARBOR,ME04662     		NONE PC LEADERSHIP DINNER-PADDLE 6,500
    Northeast Harbor Library
    PO BOX 279
    Northeast Harbor,ME046620279     		NONE PC 2017 DONATION 1,000
    MEDICAL UNIVERSITY OF SOUTH CAROLINA
    171 ASHLEY AVENUE
    CHARLESTON,SC29425     		NONE PC 24TH ANNUAL BENEFIT GALA 2,000
    COSKATA -COATUE WILDLIFE REFUGE
    572 ESSEX STREET
    BENERLY,MA019151530     		NONE PC ANNUAL FUND 2017/2018 1,000
    MOUNT SESERT ISLAND HOSPITAL
    10 WAYMAN LANE
    BAR HARBOR,ME04609     		NONE PC GENERAL SUPPORT 1,250
    Jupiter Island Historical Society
    PO BOX 938
    Hoba Sound,FL33475     		NONE PC 2017 DONATION 300
    JUPITER ISLAND GARDEN CLUB
    PO BOX 1410
    HOBE SOUND,FL33475     		NONE PC 2017 DONATION 300
    NANTUCKET COTTAGE HOSPITAL FOUNDATION
    57 PROSPECT STREET
    NANTUCKET,MA02554     		NONE PC 2017 DONATION 1,000
    Swan's Island Educational Society
    PO BOX 12
    Swans Island,ME04685     		NONE PC 2017 ANNUAL FUND 2,500
    MDI Search and Rescue
    PO BOX 493
    Bar Harbor,ME04609     		NONE PC 2017 DONATION 450
    Hospice Volunteers of Hancock Society
    14 MCKENZIE AVENUE
    Ellsworth,ME04605     		NONE PC 2017 ANNUAL DONATION 300
    Jupiter Island Medical Clininc Inc
    100 ESTRADA SQUARE
    Hobe Sound,FL33455     		NONE PC 2017 DONATION 1,000
    MDI-COMMUNITY SAILING CENTER
    PO BOX 116
    Southwest Harbor,ME04579     		NONE PC ANNUAL APPEAL 2018 3,300
    MDI CAMP BEECH CLIFF CAMPERSHIP
    FUND
    PO BOX 381
    MOUNT DESERT,ME04680     		NONE PC 2017 DONATION 1,500
    DUNBAR EARLY LEARNING CENTER
    2315 WEST 10TH STREET
    TEXARKANA,TX75503     		NONE PC ANNUAL SUPPORT 500
    Mt Desert Nursery School & Children
    Center
    PO BOX 24
    Northeast,ME04662     		NONE PC 2017 DONATION 1,000
    MDI YMCA
    21 PARK STREET
    BAR HARBOR,ME04609     		NONE PC 2017 ANNUAL DISTRIBUTION 1,376
    MDI HISTORICAL SOCIETY
    PO BOX 653
    MOUNT DESERT,ME046600653     		NONE PC 2017 ANNUAL FUND 1,000
    ACADEMY OF NATURAL SCIENCES
    1900 BENJAMIN FRANKLIN PARKWAY
    PHILADELPHIA,PA191031195     		NONE PC 2017 ANNUAL DISTRIBUTION 500
    MDI BIOLOGICAL LAB
    PO BOX 35
    SALISBURY COVE,ME04672     		NONE PC WILLISTOWN BLUEBIRD TRAIL 200
    ISLAND HOUSING TRUST
    PO BOX 851
    MOUNT DESERT,ME04660     		NONE PC 2017 DONATION 1,500
    BAR HARBOR MUSIC FESTIVAL
    741 WEST END AVENUE
    NEW YORK,NY100256222     		NONE PC 2017 ANNUAL FUND 500
    1000 FRIENDS OF FLORIDA
    PO BOX 5948
    TALLAHASSEE,FL323145948     		NONE PC 2017 DONATION 500
    BLOOMING GROVE VOLUNTEER
    FIRE DEPARTMENT
    HC 8 BOX 8066
    HAWLEY,PA18428     		NONE PC TRINITY COLLEGE FUND-LONG 3,000
    BAR HARBOR BRASS WEEK
    9 EVERGREEN LANE
    HADDONFIELD,NJ08033     		NONE PC ANNUAL FUND 2017-2018 500
    SOMESVILLE LANDING CORPORATION
    PO BOX 324
    MOUNT DESERT,ME04660     		NONE PC 2017 DONATION 400
    Schoodic Institute Acadia National Park
    PO BOX 277
    Winter Harbor,ME04693     		NONE PC ANNUAL DONATION 2,500
    SUE LUCAS WILLISTOWN BLUEBIRD
    TRAIL
    PO BOX 40930
    DELAWARE COUNTY,PA19107     		NONE PC GENERAL SUPPORT 3,000
    Penn Vet New Bolton Center
    382 WEST STREET ROAD
    Kennett Square,PA193461692     		NONE PC 2017 DONATION 250
    Mt Desert Festival of Chamber Music
    PO BOX 87
    Mount Desert,ME04660     		NONE PC ANNUAL FUND 10,200
    MAINE SEA COAST MISSONARY
    127 WEST STREET
    BAR HARBOUR,ME04609     		NONE PC GENERAL SUPPORT 3,300
    HOLDERNESS SCHOOL
    PO BOX 1879
    PLYMOUTH,NH03264     		NONE PC GENERAL SUPPORT 1,300
    UNIVERSITY OF ALABAMA
    PO BOX 870132
    TUSCALOOSA,AL35487     		NONE PC GENERAL SUPPORT 1,000
    THE CHILDREN'S HOSPITAL FOUNDATION
    4401 PENN AVENUE CENTRAL PLANT
    PITTSBURGH,PA15224     		NONE PC GENERAL SUPPORT 10,258
    LOAVES AND FISHES OF HOBE SOUND INC
    9307 SE OLYMPUS STREET
    HOBE SOUND,FL33455     		NONE PC GENERAL SUPPORT 500
    SUMMER SEARCH PHILADELPHIA
    1528 WALNUT STREET
    PHILADELPHIA,PA19102     		NONE PC GENERAL SUPPORT 6,000
    COLORADO COLLEGE
    14 EAST CACHE LA POUDRE STREET
    COLORADO SPRINGS,CO80903     		NONE PC EPISCOPAL DAY SCHOOL 16,500
    Total .................................bullet 3a 593,132
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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....     14 114,408  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 348,857  
    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)..   463,265  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    463,265
    (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 (2019)
    Form 990-PF (2019)
    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 (2019)
    Additional Data


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    Software Version:  


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    Special Condition Description