Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE STEELE FAMILY FOUNDATION
C/O RONALD W STEELE
Number and street (or P.O. box number if mail is not delivered to street address)4515 WILSON BLVD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARLINGTON, VA22203
A Employer identification number

61-6383654
B Telephone number (see instructions)

(202) 342-1194
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$2,075,677J 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) 3,363
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 60,597 60,597  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 95,743
b Gross sales price for all assets on line 6a 381,789
7 Capital gain net income (from Part IV, line 2)... 95,798
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 159,703 156,395  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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 6,250 3,125   1,875
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,692 3,000   0
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 19,416 19,192   224
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,358 25,317   2,099
25 Contributions, gifts, grants paid....... 317,000 317,000
26 Total expenses and disbursements. Add lines 24 and 25 346,358 25,317   319,099
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -186,655
b Net investment income (if negative, enter -0-) 131,078
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.............      
2 Savings and temporary cash investments......... 151,812 104,823 104,823
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) 39,300 Click to see attachment34,316 34,987
b Investments—corporate stock (attach schedule)....... 1,216,671 Click to see attachment1,090,554 1,847,183
c Investments—corporate bonds (attach schedule)....... 24,356 Click to see attachment20,237 19,958
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 32,902 Click to see attachment28,456 68,726
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) 1,465,041 1,278,386 2,075,677
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,465,041 1,278,386
30 Total net assets or fund balances (see instructions)..... 1,465,041 1,278,386
31 Total liabilities and net assets/fund balances (see instructions). 1,465,041 1,278,386
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
1,465,041
2
Enter amount from Part I, line 27a .....................
2
-186,655
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,278,386
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,278,386
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 PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 291,542   230,505 61,037
b 90,201   55,486 34,715
c 46     46
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       61,037
b       34,715
c       46
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 95,798
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 312,015 2,573,286 0.121252
2016 238,632 2,420,651 0.098582
2015 194,902 2,501,094 0.077927
2014 194,168 2,602,686 0.074603
2013 162,902 2,084,064 0.078166
2
Total of line 1, column (d) .....................
2
0.450530
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
0.090106
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
2,501,976
5
Multiply line 4 by line 3......................
5
225,443
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,311
7
Add lines 5 and 6........................
7
226,754
8
Enter qualifying distributions from Part XII, line 4,.............
8
319,099
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 1,311
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,311
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,311
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,043
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,043
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 732
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet732 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    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 ofbulletRONALD W STEELE Telephone no.bullet (202) 342-1194

    Located atbullet4515 WILSON BLVDARLINGTONVA ZIP+4bullet22203
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    RONALD W STEELE DIRECTOR
    0.25     		0 0 0
    4515 WILSON BLVD
    ARLINGTON,VA22203
    MARY J STEELE DIRECTOR
    0.25     		0 0 0
    4515 WILSON BLVD
    ARLINGTON,VA22203
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,430,037
    b
    Average of monthly cash balances.......................
    1b
    110,040
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,540,077
    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
    2,540,077
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    38,101
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,501,976
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    125,099
    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
    125,099
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,311
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,311
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    123,788
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    123,788
    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
    123,788
    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
    319,099
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    319,099
    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
    1,311
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    317,788
    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 7 123,788
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015...... 226,386
    d From 2016...... 121,075
    e From 2017...... 185,205
    fTotal of lines 3a through e........ 532,666
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 319,099
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 123,788
    e Remaining amount distributed out of corpus 195,311
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 727,977
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		727,977
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015.... 226,386
    c Excess from 2016.... 121,075
    d Excess from 2017.... 185,205
    e Excess from 2018.... 195,311
    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
    ADELANTE CHARTER SCHOOL OF SANTA BARBARA
    1102 E YANONALI STREET
    SANTA BARBARA,CA93103     		NONE PUBLIC CHARITY DEVELOP BILITERATE MULTICULTURAL STUDENTS 3,000
    AHEAD WITH HORSES
    10157 JOHANNA AVENUE
    SHADOW HILLS,CA91040     		NONE PUBLIC CHARITY PROVIDE UNIQUE, MOTIVATING AND EFFECTIVE THERAPY, EDUCATION TO DISABLED/DISADVANTAGED 2,000
    ARLINGTON FREE CLINIC
    2921 11TH STREET SOUTH
    ARLINGTON,VA22204     		NONE PUBLIC CHARITY PROVIDES FREE MEDICAL CARE TO LOW-INCOME ADULTS 5,000
    ARLINGTON PARTNERSHIP FOR AFFORDABLE HOUSING
    4318 N CARLIN SPRINGS ROAD
    ARLINGTON,VA22203     		NONE PUBLIC CHARITY IDENTIFIES AND PRESENTS STRATEGIES TO REACH AFFORDABLE HOUSING 3,000
    AYUDA
    6925B WILLOW STREET NW
    WASHINGTON,DC20012     		NONE PUBLIC CHARITY PROVIDE LEGAL, SOCIAL AND LANGUAGE SERVICES 5,000
    BEN'S RANCH
    PO BOX 3952
    CARMEL,IN46082     		NONE PUBLIC CHARITY GIVE TEENS WITH MENTAL HEALTH CHALLENGES WAYS TO IMPROVE THEIR LIVES 3,000
    BEN'S RANCH
    PO BOX 3953
    CARMEL,IN46082     		NONE PUBLIC CHARITY ASSIST TEENS WITH MENTAL HEALTH CHALLENGES IMPROVE THEIR LIVES 3,000
    BENTON COMMUNITY FOUNDATION
    660 NW HARRISON BLVD
    CORVALLIS,OR97330     		NONE PUBLIC CHARITY ADVANCE COMMUNITY GOOD 5,000
    BHUTAN FOUNDATION
    21 DUPONT CIRCLE NW
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY CULTURAL PRESERVATION, ENVIRONMENTAL, GOOD GOVERNANCE 5,000
    BORROMEO HOUSING INC
    3304 WASHINGTON BOULEVARD
    ARLINGTON,VA22201     		NONE PUBLIC CHARITY EMPOWER SINGLE MOTHERS TO CREATE SELF-SUSTAINING FUTURE 5,000
    BOYS AND GIRLS CLUB OF CORVALLIS
    1112 NW CIRCLE BOULEVARD
    CORVALLIS,OR97330     		NONE PUBLIC CHARITY PROMOTE HEALTHY LIFESTYLE, RESPONSIBLE CARING CITIZENS 2,000
    BRIGHAM AND WOMEN'S HOSPITAL
    116 HUNTINGTON AVE THIRD FLOOR
    BOSTON,MA02116     		NONE PUBLIC CHARITY MEET THE HEALTH CARE NEEDS OF SOUTHWEST BOSTON 2,000
    BUILDING BRIDGES ACROSS THE RIVER
    1901 MISSISSIPPI AVE SE
    WASHINGTON,DC20020     		NONE PUBLIC CHARITY IMPROVE QUALIFY OF LIFE FOR INDIVIDUALS LIVING EAST OF ANACOSTIA RIVER 2,000
    CANCER CENTER OF SANTA BARBARA
    601 WEST JUNIPERO STREET
    SANTA BARBARA,CA93105     		NONE PUBLIC CHARITY COMPREHENSIVE OUTPATIENT CANCER CARE 5,000
    CAPITOL CARING
    2900 TELESTAR COURT
    FALLS CHURCH,VA22042     		NONE PUBLIC CHARITY PROVIDES HOSPICE, PALLIATIVE CARE AND COUNSELING 2,500
    CAPITOL HILL ARTS WORKSHOP
    545 7TH STREET SE
    WASHINGTON,DC20003     		NONE PUBLIC CHARITY BUILDING COMMUNITY THROUGH ARTS 3,000
    CATALOGUE FOR PHILANTHROPY
    10 G STREET NE
    WASHINGTON,DC20002     		NONE PUBLIC CHARITY INCREASE THE VISIBILITY OF CHARITIES 2,000
    CATHOLIC CHARITIES ARCHDIOCESE OF WASHINGTON
    924 G STREET NW
    WASHINGTON,DC20001     		NONE PUBLIC CHARITY SERVICE TO THOSE IN NEED, ADVOCATE FOR JUSTICE 10,000
    CATHOLIC CHARITIES DIOCESE OF ARLINGTON
    200 NORTH GLEBE ROAD SUITE 506
    ARLINGTON,VA22203     		NONE PUBLIC CHARITY ENCOUNTER CHRIST TO TRANSFORM INDIVIDUALS, FAMILIES AND COMMUNITY 12,000
    CATHOLIC CHARITIES OF LOS ANGELES INC
    1531 JAMES M WOOD BOULEVARD
    LOS ANGELES,CA900150095     		NONE PUBLIC CHARITY ENCOUNTER CHRIST TO TRANSFORM INDIVIDUALS, FAMILIES AND COMMUNITY 3,000
    CENTRAL UNION MISSION
    PO BOX 96763
    WASHINGTON,DC200906763     		NONE PUBLIC CHARITY SOCIAL SERVICE MINISTRY 5,000
    CHARITY NAVIGATOR
    139 HARRISTOWN ROAD SUITE 101
    GLEN ROCK,NJ07452     		NONE PUBLIC CHARITY CHARITY EVALUATOR 2,000
    CHILDREN'S NATIONAL HEALTH SYSTEM
    801 ROEDER ROAD SUITE 650
    SILVER SPRING,MD20910     		NONE PUBLIC CHARITY PREMIER PROVIDER OF PEDIATRIC SERVICES 3,000
    CITY BLOSSOMS
    1420 COLUMBIA ROAD NW
    WASHINGTON,DC20009     		NONE PUBLIC CHARITY FOSTER HEALTHY CIOMMUNITIES WITH FOCUS ON LOW-INCOME COMMUNITIES 5,000
    CITY DOGS RESCUE & CITY KITTIES
    2121 DECATUR PLACE NW
    WASHINGTON,DC20008     		NONE PUBLIC CHARITY SAVE LIVES OF ADOPTABLE CATS AND DOGS 5,000
    COMMON GOOD CITY FARM
    PO BOX 26030
    WASHINGTON,DC20001     		NONE PUBLIC CHARITY URBAN FARMING 5,000
    CORVALLIS BICYCLE COLLECTIVE
    PO BOX 188
    CORVALLIS,OR97339     		NONE PUBLIC CHARITY PROMOTE ACCESS TO BICYCLES AND NEIGHBORHOOD LIVABILITY 1,000
    DIRECT RELIEF
    6100 WALLACE BECKNELL ROAD
    SANTA BARBARA,CA93117     		NONE PUBLIC CHARITY PROVIDE ESSENTIAL MEDICAL RESOURCES TO LOW-INCOME INDIVIDUALS 5,000
    DOORWAYS FOR WOMEN AND FAMILIES
    PO BOX 100185
    ARLINGTON,VA22210     		NONE PUBLIC CHARITY CREATE PATHWAYS OUT OF HOMELESSNESS AND DOMESTIC VIOLENCE 3,000
    DUMBARTON CONCERTS
    3133 DUMBARTON ST NW
    WASHINGTON,DC20007     		NONE PUBLIC CHARITY CLASSICAL/CHAMBER/JAZZ MUSIC CONCERTS 5,000
    EARTH SANGHA
    10123 COMMONWEALTH BLVD
    FAIRFAX,VA22032     		NONE PUBLIC CHARITY PROPAGATION OF LOCAL NATIVE PLANTS 5,000
    ENSEMBLE THEATRE
    PO BOX 2307
    SANTA BARBARA,CA93120     		NONE PUBLIC CHARITY PRESENTS NEW PLAYS AND INNOVATIVE INTERPRETATIONS OF CLASSIC WORKS 5,000
    FACETS OPENING DOORS FOR PEOPLE IN NEED
    10640 PAGE AVENUE SUITE 300
    FAIRFAX,VA22030     		NONE PUBLIC CHARITY MEET EMERGENCY SHELTER, FOOD AND MEDICAL NEEDS 5,000
    FOCUSED ULTRASOUND FOUNDATION
    1230 CEDARS COURT SUITE 206
    CHARLOTTESVILLE,VA22903     		NONE PUBLIC CHARITY ACCELERATE DEVELOPMENT & ADOPTION OF FOCUSED ULTRASOUND 3,000
    FOOD & FRIENDS
    219 RIGGS ROAD NE
    WASHINGTON,DC20011     		NONE PUBLIC CHARITY DELIVER MEALS TO CRITICALLY ILL 5,000
    FOOD FOR OTHERS
    2938 PROSPERITY AVE
    FAIRFAX,VA22031     		NONE PUBLIC CHARITY DISTRIBUTE FOOD TO THE HUNGRY 4,000
    FRIENDS OF THE FAIRFAX COUNTY ANIMAL SHELTER
    PO BOX 2321
    CENTREVILLE,VA20122     		NONE PUBLIC CHARITY HELP LOST AND ABANDONED ANIMALS IN COMMUNITY 3,000
    GRACE FISHER FOUNDATION FUND
    1111 CHAPALA STREET STE 200
    SANTA BARBARA,CA931013100     		NONE PUBLIC CHARITY COMMITTED TO MAKING KIDS OF ALL ABILITIES GET TO EXPRESS THEMSELVES CREATIVELY 1,000
    HART FOR ANIMALS
    PO BOX 623
    MCHENRY,MD215410623     		NONE PUBLIC CHARITY SAVE HOMELESS PETS 3,000
    HEAL THE OCEAN
    PO BOX 90106
    SANTA BARBARA,CA93190     		NONE PUBLIC CHARITY COMMITTED TO ENDING OCEAN POLLUTION 5,000
    IGNATIAN VOLUNTEER CORPS
    112 E MADISON STREET STE 300
    BALTIMORE,MD21202     		NONE PUBLIC CHARITY PROVIDES MEN AND WOMEN THE OPPORTUNITY TO SERVE THE NEEDY 3,000
    INNERCITY INNERCHILD
    3133 DUMBARTON ST NW
    WASHINGTON,DC20007     		NONE PUBLIC CHARITY ARTS EDUCATION/LITERACY PROGRAM FOR LOW-INCOME CHILDREN 10,000
    INSIGHT MEMORY CARE CENTER
    3953 PENDER DRIVE SUITE 100
    FAIRFAX,VA22030     		NONE PUBLIC CHARITY ADULT DAY HEALTH AND RESOURCE CENTER 1,000
    LAGUNA COTTAGES FOR SENIORS
    803 LAGUNA STREET
    SANTA BARBARA,CA93101     		NONE PUBLIC CHARITY PROVIDE AFFORDABLE HOUSING FOR SENIORS 2,500
    LEADERSHIP FOUNDATION OF INDIA
    115 PULASKI ROAD
    WHITEHOUSE STATION,NJ08889     		NONE PUBLIC CHARITY INVEST AND EMPOWER WOMEN LEADERS IN INDIA 3,000
    LEAST OF THESE FOUNDATION
    531 LAKEVIEW LANE
    BOYCE,VA22620     		NONE PUBLIC CHARITY INTERNATIONAL DEVELOPMENT AND RELIEF SERVICES 2,000
    MALAWI CHILDREN'S INITIATIVE
    121 GRAYLYN DRIVE
    CHAPEL HILL,NC27516     		NONE PUBLIC CHARITY FUNDS SCHOOL FEES FOR IMPROVERISHED CHILDREN AND ADULTS 10,000
    MARTHA'S TABLE
    2375 ELVANS ROAD SE
    WASHINGTON,DC20020     		NONE PUBLIC CHARITY PROVIDES FOOD, CLOTHING AND EDUCATION TO THOSE IN NEED 5,000
    MARY HOUSE
    4303 13TH STREET NE
    WASHINGTON,DC20017     		NONE PUBLIC CHARITY PROVIDES SHELTER AND RESOURCES TO IMMIGRANT FAMILIES 2,000
    MIRIAM'S KITCHEN
    2401 VIRGINIA AVENUE NW
    WASHINGTON,DC20037     		NONE PUBLIC CHARITY ADVOCATE FOR HOMELESS SERVICES 3,000
    MUSIC ACADEMY OF THE WEST
    1070 FAIRWAY ROAD
    SANTA BARBARA,CA931082899     		NONE PUBLIC CHARITY PROVIDES ADVANCED STUDY TO GIFTED CLASSICAL MUSICIANS 3,000
    NEW BEGINNINGS COUNSELING CENTER
    342 EAST CARRILLO STREET STE C
    SANTA BARBARA,CA93101     		NONE PUBLIC CHARITY MENTAL HEALTH CENTER PROVIDING PSYCHOLOGICAL COUNSELING AND SUPPORTIVE SERVICES 2,500
    NORTHERN VIRGINIA THERAPEUTIC RIDING PROGRAM INC
    6429 CLIFTON RD
    CLIFTON,VA20124     		NONE PUBLIC CHARITY PROVIDES EQUINE ASSISTED ACTIVITIES 2,000
    PARKINSON FOUNDATION OF NATIONAL CAPITAL AREA
    8830 CAMERON ST 201
    SILVER SPRING,MD209104154     		NONE PUBLIC CHARITY IMPROVE QUALITY OF LIFE FOR THOSE WITH PARKINSON'S DISEASE 3,000
    PARTY FOR A CURE
    909 BALTIMORE BOULEVARD
    WESTMINSTER,MD21157     		NONE PUBLIC CHARITY SUPPORTS LEUKEMIA AND LYMPHOMA SOCIETY 2,000
    PROJECT CREATE
    2028 MARTIN LUTHER KING JR AVENUE
    SE
    WASHINGTON,DC20020     		NONE PUBLIC CHARITY ACCESSIBLE ARTS EDUCATION TO PROMOTE POSITIVE DEVELOPMENT TO THOSE EXPERIENCING POVERTY 2,000
    RAINFOREST TRUST
    7078 AIRLIE ROAD
    WARRENTON,VA20187     		NONE PUBLIC CHARITY WORKS TO PROTECT THREATENED SPECIES AND ECOSYSTEMS 3,000
    SANTA BARBARA BICYCLE COALITION
    221 E ALAMAR AVENUE
    SANTA BARBARA,CA931902047     		NONE PUBLIC CHARITY IMPROVE CYCLING SAFETY 3,000
    SANTA BARBARA BOTANIC GARDEN
    1212 MISSION CANYON ROAD
    SANTA BARBARA,CA931052126     		NONE PUBLIC CHARITY STUDY AND ADVOCATE FOR NATIVE PLANTS 2,000
    SANTA BARBARA CHANNELKEEPER
    714 BOND AVENUE
    SANTA BARBARA,CA93103     		NONE PUBLIC CHARITY PROTECT AND RESTORE SANTA BARBARA CHANNEL 2,500
    SANTA BARBARA MARITIME MUSEUM
    113 HARBOR WAY SUITE 190
    SANTA BARBARA,CA93109     		NONE PUBLIC CHARITY MUSEUM OF MARITIME HERITAGE OF SANTA BARBARA CHANNEL 3,000
    SCHOLARSHIP FOUNDATION OF SANTA BARBARA
    PO BOX 3620
    SANTA BARBARA,CA931303620     		NONE PUBLIC CHARITY GRANTS SCHOLARSHIP AWARDS 5,000
    SECOND STORY
    PO BOX 694
    DUNN LORING,VA22027     		NONE PUBLIC CHARITY TRANSFORMS LIVES OF YOUTH BY PROVIDING COUNSELING, SHELTER, SUPPORT 3,000
    SHAKESPEARE THEATRE COMPANY
    516 EIGHTH STREET SE
    WASHINGTON,DC200032834     		NONE PUBLIC CHARITY CREATE, PRESERVE AND PROMOTE CLASSICAL THEATRE 2,000
    SHEPHERD'S CENTER OF OAKTON-VIENNA
    541 MARSHALL ROAD SW
    VIENNA,VA22180     		NONE PUBLIC CHARITY PROVIDE LIFE-ENRICHING SERVICES TO MATURE ADULTS 3,000
    SIBLEY MEMORIAN HOSPITAL
    5255 LONGHBORO ROAD NW
    WASHINGTON,DC20016     		NONE PUBLIC CHARITY PHILANTHROPIC SUPPORT TO SIBLEY MEMORIAL HOSPITAL 5,000
    SOMOS AMIGOS MEDICAL MISSIONS
    PO BOX 2351
    SARATOGA,CA95070     		NONE PUBLIC CHARITY PROVIDE MEDICAL AND DENTAL CARE 5,000
    STAR COMMUNITY INC
    13757 BROADFORDING CHURCH ROAD
    HAGERSTOWN,MD21740     		NONE PUBLIC CHARITY PROVIDE SUPPORT FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES 3,000
    STUDIO THEATRE
    1501 14TH ST NW
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY THEATRE PRODUCTION COMPANY NURTURING ARTISTS 3,000
    SUDDEN ARRHYTHMIA DEATH SYNDROMES
    4527 SOUTH 2300 EAST STE 104
    SALT LAKE CITY,UT841174448     		NONE PUBLIC CHARITY WORKS TO SAVE THE LIVES AND SUPPORT THE FAMILIES OF THOSE WITH SADS 5,000
    SURFRIDER CHARLESTON
    942 CALLE NEGOCIO STE 350
    SAN CLEMENTE,CA92673     		NONE PUBLIC CHARITY PROTECTION AND ENJOYMENT OF WORLD'S OCEANS, WAVES, BEACHES 5,000
    SYNETIC THEATER
    2155 CRYSTAL PLAZA ARCADE
    ARLINGTON,VA22202     		NONE PUBLIC CHARITY PRODUCES MAINSTAGE PRODUCTIONS AND EDUCATIONAL STUDIO 2,000
    SYRIAN AMERICAN MEDICAL SOCIETY
    1012 14TH STREET NW
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY HUMANITARIAN ASSISTANCE TO SYRIANS IN NEED 5,000
    THE ALEETHIA FOUNDATION
    4401A CONNECTICUT AVENUE NW
    WASHINGTON,DC20008     		NONE PUBLIC CHARITY SHELTER FOR RUNAWAYS AND HOMELESS YOUTH 3,000
    THE LAM FOUNDATION
    4520 COOPER RD SUITE 300
    CINCINNATI,OH45242     		NONE PUBLIC CHARITY DEDICATED TO FINDING A CURE FOR LAM 2,000
    THE LAMB CENTER
    3160 CAMPBELL DRIVE PO BOX 1385
    FAIRFAX,VA22031     		NONE PUBLIC CHARITY HOUSES DISABLED INDIVIDUALS 5,000
    THE MARIH CENTER
    3230-B DUKE STREET
    ALEXANDRIA,VA22314     		NONE PUBLIC CHARITY EMERGENCY PREGNANCY SERVICE 2,000
    TIDES CENTER
    PO BOX 29907
    SAN FRANCISCO,CA94129     		NONE PUBLIC CHARITY DEDICATED TO BUILDING A WORLD OF SHARED PROSPERITY AND SOCIAL JUSTICE 3,000
    TRAVIS MANION FOUNDATION
    164 E STATE STREET
    DOYLESTOWN,PA18901     		NONE PUBLIC CHARITY ASSIST VETERANS AND FAMILIES OF THE FALLEN 2,000
    UNITED WAY BENTON DOLLY PARTON LIBRARY
    2330 NW PROFESSIONAL DRIVE STE 101
    CORVALLIS,OR97330     		NONE PUBLIC CHARITY INCREASE ORGANIZED CAPACITY TO CARE FOR ONE ANOTHER 1,000
    VINA MOSES CENTER
    968 NW GARFIELD
    CORVALLIS,OR97330     		NONE PUBLIC CHARITY ASSIST LOW-INCOME FAMILIES IN BENTON COUNTY 1,000
    WASHINGTON JESUIT ACADEMY
    900 VARNUM STREET NE
    WASHINGTON,DC20017     		NONE PUBLIC CHARITY ACADEMY FOR BOYS FROM LOW-INCOME COMMUNITIES 3,000
    WASHINGTON SCHOOL FOR GIRLS
    1901 MISSISSIPPI AVE SE
    WASHINGTON,DC20020     		NONE PUBLIC CHARITY SCHOLARSHIP GIRLS' SCHOOL FROM LOW-INCOME COMMUNITIES 3,000
    WILDLIFE CENTER OF VIRGINIA
    1800 S DELPHINE AVENUE
    WAYNESBORO,VA22980     		NONE PUBLIC CHARITY HOSPITAL FOR NATIVE WILDLIFE, TEACHING WORLD TO CARE ABOUT WILDLIFE 3,000
    WOOLY MAMMOTH THEATRE
    641 D STREET NW
    WASHINGTON,DC20004     		NONE PUBLIC CHARITY THEATRE COMPANY BRINGING INNOVATIVE AND ORIGINAL PLAYS TO COMMUNITIES 3,000
    WORD DANCE THEATER
    4938 HAMPDEN LANE 405
    BETHESDA,MD20814     		NONE PUBLIC CHARITY PROGRESSIVE PERFORMING ARTS COMPANY 3,000
    WORD DANCE THEATER
    4939 HAMPDEN LANE 405
    BETHESDA,MD20814     		NONE PUBLIC CHARITY PROGRESSIVE PERFORMING ARTS COMPANY 2,000
    WORLD WOMEN WORK
    8 COLE LANE
    SANTA FE,NM87508     		NONE PUBLIC CHARITY PROVIDES EDUCATION AND SKILL DEVELOPMENT TO WMEN 5,000
    Total .................................bullet 3a 317,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 60,597  
    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 95,743  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 156,340 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    156,340
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE STEELE FAMILY FOUNDATION
     
    C/O RONALD W STEELE
    EIN:
    61-6383654
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,250 3,125   1,875

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE STEELE FAMILY FOUNDATION
     
    C/O RONALD W STEELE
    EIN:
    61-6383654
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ANHEUSER BUSCH INBEV WORLDWIDE INC 1,002 955
    BANK NEW YORK INC 1,007 966
    CISCO SYS INC 2,020 2,031
    CITIGROUP INC 957 1,022
    COMCAST CORP 3,068 3,007
    GOLDMAN SACHS 2,123 2,094
    KREDITANSTALT FUR WIEDERAUFBAU EURO 2,013 1,977
    MORGAN STANLEY 2,009 1,985
    U.S. BANKCORP 1,002 985
    VISA INC 3,006 2,962
    WELLS FARGO & CO 1,029 997
    WELLS FARGO & CO 1,001 977

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE STEELE FAMILY FOUNDATION
     
    C/O RONALD W STEELE
    EIN:
    61-6383654
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT&T INC 25,168 19,978
    ALPHABET INC CL C 14,776 41,424
    ALPHABET INC CL A 18,580 52,248
    AMERIPRISE FINL INC. 0 12,524
    APPLE INC 55,881 136,761
    ARCHER DANIELS MIDLAND CO 32,306 44,002
    BP PLC SPONS ADR 34,386 30,336
    BANK OF AMERICA CORPORATION 8,004 14,784
    BOEING CO 7,128 54,825
    CATERPILLAR INC 20,368 28,591
    CISCO SYSTEMS INC 10,115 21,665
    CITIGROUP INC 12,485 13,015
    COCO COLA COMPANY 26,243 35,797
    DEERE & CO 24,250 48,480
    DISNEY WALT CO 15,942 46,601
    DOMINION ENERGY INC 24,622 24,153
    DUKE ENERGY CORP 26,771 37,368
    EXXON MOBILE 29,681 23,798
    FIRST REP BK SAN FRANCISCO CA 74,313 78,210
    FLOWERS FOODS INC 15,176 18,470
    GARRETT MOTION INC. 284 271
    GENERAL ELECTRIC CO 43,240 18,887
    HP INC 9,175 22,833
    HEWLETT PACKARD ENTERPRISE CO 5,479 13,421
    HOME DEPOT INC 23,892 28,007
    HONEYWELL INTL INC 17,866 19,950
    INTEL CORP 14,854 31,443
    JP MORGAN CHASE & CO 27,951 32,703
    JOHNSON & JOHNSON 21,894 44,909
    KRAFT HEINZ CO 10,393 12,912
    LILLY ELI & CO 17,351 48,602
    LOCKHEED MARTIN CORP 28,967 58,914
    MCDONALDS CORP 28,223 53,271
    MICROSOFT CORP 56,125 200,499
    NORTHROP GRUMMAN CORP 17,525 17,878
    PEPSICO INC 22,274 35,354
    PROCTER & GAMBLE CO 33,825 48,350
    RESIDEO TECHNOLOGIES INC. 764 760
    SONOS INCORPORATED 53,456 24,550
    STARBUCKS CORP 28,001 69,230
    TRAVELERS COS INC 74,696 161,662
    UNITED PARCEL SVC INC 22,371 21,262
    VERIZON COMMUNICATIONS INC 18,380 22,938
    WYNDHAM DESTINATIONS INC. 5,273 14,336
    WYNDHAM HOTELS & RESORTS INC. 6,711 18,148
    JOHNSON CONTROLS INTERNATIONAL PLC 7,689 5,248
    TE CONNECTIVITY LIMITED 17,700 37,815

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE STEELE FAMILY FOUNDATION
     
    C/O RONALD W STEELE
    EIN:
    61-6383654
    US Government Securities - End of Year Book Value:

    34,316
    US Government Securities - End of Year Fair Market Value:

    34,987
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE STEELE FAMILY FOUNDATION
     
    C/O RONALD W STEELE
    EIN:
    61-6383654
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SPDR HEALTH CARE SELECT SECTOR FUND AT COST 0 21,628
    WISDOMTREE TR US SMALLCAP DIVID FD AT COST 28,456 47,098

    TY 2018 OtherExpensesSchedule
    Name:
    THE STEELE FAMILY FOUNDATION
     
    C/O RONALD W STEELE
    EIN:
    61-6383654
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 19,192 19,192   0
    CHECK PRINTING CHARGE 224 0   224


    TY 2018 TaxesSchedule
    Name:
    THE STEELE FAMILY FOUNDATION
     
    C/O RONALD W STEELE
    EIN:
    61-6383654
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX EXPENSE 3,692 3,000   0