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
RUTH M FOY CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2831 RINGLING BLVD BLDG B STE 203-D
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SARASOTA, FL34237
A Employer identification number

65-0102106
B Telephone number (see instructions)

(941) 706-2880
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$500,195
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 88 88  
4 Dividends and interest from securities... 13,571 13,571  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,534
b Gross sales price for all assets on line 6a 132,794
7 Capital gain net income (from Part IV, line 2)... 15,534
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........ 29,193 29,193  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 10,400     10,400
15 Pension plans, employee benefits....... 796     796
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 10,968 10,968    
17 Interest............... 10 10    
18 Taxes (attach schedule) (see instructions)... 1,631 591    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 8,306      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,111 11,569   11,196
25 Contributions, gifts, grants paid....... 6,800 6,800
26 Total expenses and disbursements. Add lines 24 and 25 38,911 11,569   17,996
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,718
b Net investment income (if negative, enter -0-) 17,624
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......... 79,850 26,948 26,948
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   11,050    
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)....... 460,642 Click to see attachment512,822 473,247
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet5,608
Less: accumulated depreciation (attach schedule) bullet5,608      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 551,542 539,770 500,195
Liabilities 17 Accounts payable and accrued expenses.......... 3,052 998
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)......... 3,052 998
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 548,490 538,772
30 Total net assets or fund balances (see instructions)..... 548,490 538,772
31 Total liabilities and net assets/fund balances (see instructions). 551,542 539,770
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
548,490
2
Enter amount from Part I, line 27a .....................
2
-9,718
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
538,772
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
538,772
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 SCHEDULE ATTACHED P    
b SCHEDULE ATTACHED P    
c SCHEDULE ATTACHED 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 102,503   92,418 10,085
b 28,357   23,517 4,840
c 1,798   1,325 473
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       10,085
b       4,840
c       473
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 15,534
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 10,085
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 22,324 538,133 0.041484
2016 22,907 514,742 0.044502
2015 20,411 547,003 0.037314
2014 22,576 555,043 0.040674
2013 50,685 579,311 0.087492
2
Total of line 1, column (d) .....................
2
0.251466
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
0.050293
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
554,345
5
Multiply line 4 by line 3......................
5
27,880
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
176
7
Add lines 5 and 6........................
7
28,056
8
Enter qualifying distributions from Part XII, line 4,.............
8
17,996
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 1 352
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 352
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 352
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 648
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet648 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
 
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)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHOMAS A MENCHINGER Telephone no.bullet (941) 706-2880

    Located atbullet2831 RINGLING BLVD BLDG B SUITE 203SARASOTAFL ZIP+4bullet34237
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    KENNETH COWLES DIRECTOR
    000.00
    0 0 0
    3590 17TH STREET
    SARASOTA,FL34235
    ROBERT F DRABIK PRESIDENT
    000.00
    0 0 0
    1313 S LAKESHORE DRIVE
    SARASOTA,FL34231
    PATRICIA DRABIK SECRETARY
    000.00
    0 0 0
    1313 S LAKESHORE DRIVE
    SARASOTA,FL34231
    THOMAS A MENCHINGER TREASURER
    000.00
    0 0 0
    2831 RINGLING BLVD BLDG B SUITE 203
    SARASOTA,FL34237
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    523,302
    b
    Average of monthly cash balances.......................
    1b
    39,485
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    562,787
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    562,787
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    8,442
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    554,345
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    27,717
    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
    27,717
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    352
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    352
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    27,365
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    27,365
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    27,365
    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
    17,996
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    17,996
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    17,996
    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 27,365
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 22,113
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 22,113
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 17,996
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2018 distributable amount..... 17,996
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018. 9,369 9,369
    (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 12,744
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    12,744
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    STATE COLLEGE OF FLORIDA
    5840 26TH STREET WEST
    BRADENTON,FL34207
        EDUCATIONAL 1,500
    FLORIDA STATE UNIVERSITY
    600 WEST COLLEGE AVE
    TALLAHASSEE,FL32306
        EDUCATIONAL 1,000
    CAT DEPOT
    2542 17TH STREET
    SARASOTA,FL34234
        HUMANITARIAN 300
    UNIVERSITY OF SOUTH FLORIDA
    4202 E FOWLER
    TAMPA,FL33620
        EDUCATIONAL 1,000
    UNIVERSITY OF NORTH FLORIDA
    I UNF DR
    JACKSONVILLE,FL32224
        EDUCATIONAL 2,000
    VHS LACROSSE
    1 INDIAN AVE
    VENICE,FL34285
        EDUCATIONAL 500
    NOVA SOUTHEASTERN UNIVERSITY
    3301 COLLEGE AVE
    FORT LAUDERDAL,FL33314
        EDUCATIONAL 500
    Total .................................bullet 3a 6,800
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 88  
    4 Dividends and interest from securities....     14 13,571  
    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 ............
            15,534
    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)..   13,659 15,534
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    29,193
    (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

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

    TY 2018 DepreciationSchedule
    Name:
    RUTH M FOY CHARITABLE FOUNDATION
    EIN:
    65-0102106
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE EQUIPMENT 2001-06-26 1,409 1,409 200DB 5.0000        
    OFFICE EQUIPMENT 2004-07-23 2,199 2,199 200DB 5.0000        
    OFFICE EQUIPMENT 2011-01-18 2,000 2,000 200DB 5.0000        

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    RUTH M FOY CHARITABLE FOUNDATION
    EIN:
    65-0102106
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3000 SHARES EATON VANCE 38,798 26,760
    62 SHARES EXXON MOBIL 5,212 4,228
    8 SHARES FACTSET RESEARCH 1,019 1,601
    14 SHARES GENERAL DYNAMICS 1,858 2,201
    46 SHARES GENERAL MILLS    
    15 SHARES HARRIS CORP 1,360 2,020
    17 SHARES ILLINOIS TOOL WORKS 1,725 2,154
    10 SHARES IBM    
    37 SHARES OF ABBOTT LABS 1,628 2,676
    56 SHARES AFLAC 2,038 2,551
    11 SHARES OF AIR PRODUCTS 1,254 1,761
    12 SHARES AMGEN INC 1,958 2,336
    26 ANNALOG DEVICES 1,502 2,232
    41 SHARES AT&T 1,474 1,170
    19 SHARES AUTOMATED DATA 1,459 2,491
    12 SHARES BECTON DICKINSON & CO 1,672 2,704
    4 SHARES BLACKROCK INC 1,553 1,571
    14 SHARES CHEVRON CO 1,533 1,523
    16 SHARESCHUBB LTD 2,029 2,067
    14 SHARES CLOROX 1,475 2,158
    22 SHARES COLGATE PALMOLIVE 1,370 1,309
    26 SHARES EMERSON ELECTRIC CO 1,586 1,554
    28 SHARES OF EVERSOURCE ENERGY 1,419 1,821
    23 SHARES JM SMUCKER CO    
    47 SHARES JOHNSON AND JOHNSON 5,370 6,065
    54 SHARES LOWES 3,367 4,987
    11 SHARES OF MCDONALDS 1,353 1,953
    47 SHARES OF MICROSOFT 2,436 4,774
    16 SHARES NEXTERA 1,671 2,781
    55 SHARES NIKE 3,346 4,078
    40 SHARES NOVARTIS AG 3,119 3,432
    31 SHARES PAYCHEX 1,332 2,020
    47 SHARES PEPSICO 4,832 5,193
    18 SHARES PHILLIPS 66 1,417 1,551
    12 SHARES OF POLARIS 1,058 920
    21 SHARES PRAXAIR    
    42 SHARES PROCTER & GAMBLE 3,545 3,861
    24 SHARES OF QUALCOM 1,444 1,366
    35 SHARES SYSCO CORP 1,357 2,068
    59 SHARES OF TARGET 3,574 3,899
    16 SHARES UNITED TECH 1,682 1,704
    28 SHARES VF CORP 1,438 1,998
    21 SHARES WAL MART 1,852 1,956
    28 SHARES WEC ENERGY GROUP 1,793 1,939
    11 SHARES 3M 1,703 2,096
    35 SHARES CONOCOPHILLIPS 1,791 2,182
    13 SHARES ACCENTURE PLC 1,854 1,833
    8 SHARES AMERCO 2,841 2,625
    23 SHARES ALEXICON PHAR 2,577 2,239
    61 SHARES ARAMARK 2,235 1,767
    33 SHARES ARCHER    
    71 SHARES AXALTA 2,099 1,663
    85 SHARES ABB LTD SPONS 2,166 1,616
    44 SHARES OF ACTIVISION 2,608 2,049
    7 SHARES OF ACUITY BRANDS    
    12 SHARES OF ADOBE SYSTEMS 2,027 2,715
    308 SHARES OD ADVANCED SEMICONDUCTOR    
    51 SHARES AEROJET 1,467 1,797
    24 SHARES OF ALIBABA 4,087 3,290
    93 SHARES ALLIANZ SE 2,175 1,873
    2 SHARES OF AMAZON 2,300 3,004
    24 SHARES OF AMDOC 1,544 1,406
    32 SHARES OF AMERICAN EXPRESS 3,146 3,050
    132 SHARES OF ANNALY CAPITAL    
    63 SHARES OF APPLIED MATERIALS 3,022 2,063
    45 SHARES APACHE 1,808 1,181
    10 SHARES ARROW ELECTRONICS 740 690
    35 SHARES ASTRAZENECA 1,126 1,329
    101 SHARES ATRESMEDIA 1,052 502
    30 SHARES AVNET 1,175 1,083
    57 SHARES BAE 1,710 1,335
    110 SHARES BALFOUR BEATTY 794 700
    43 SHARES BANCO 1,071 744
    24 SHARES BCE 1,169 949
    22 SHARES BIC SA 1,220 1,144
    42 SHARES BNP PARIBAS 1,578 947
    12 SHARES BOC HONG KONG 1,172 887
    26 SHARES BOK FNL 2,288 1,907
    44 SHARES BORG WARNER 1,997 1,529
    146 SHARES BRIGGS AND STRATTON 3,241 1,910
    66 SHARES BRINKER INTL    
    45 SHARES BRISTOL MYERS 2,734 2,339
    30 SHARES BRISTISH AMERN TOB 1,960 956
    190 SHARES C&C GRP 1,999 1,716
    23 SHARES CELGENE CORP    
    55 SHARES CEMEX 395 265
    81 SHARES CISCO 2,777 3,510
    66 SHRES CITIZENS 2,274 1,962
    41 SHARES COGNEX 2,424 1,585
    29 SHARES COGNIZANT 2,087 1,841
    17 SHARES COMPANHIA 384 353
    111 SHARES COMPANHIA PARA 761 869
    5 SHARES COSTCO 945 1,019
    70 SHARES CSRA    
    37 SHARES OF CVS    
    65 SHARES DIA NIPPON 728 678
    83 SHARES DAIMLER AG 1,705 1,088
    40 SHARES DE LA RUE 969 629
    185 SHARES DEBENHAMS    
    66 SHARES DEUTSCHE TELE 1,187 1,121
    11 SHARES DIAGEO 1,539 1,560
    94 SHARES DIAMOND OFFSHORE 1,536 887
    58 SHARES OF DISCOVERY 1,151 1,435
    8 SHARES DOMINOS PIZZA    
    33 SHARES DOREL INDS 778 426
    1 SHARE E-L FINANCIAL 649 578
    19 SHARES EATON VANCE CORP 734 668
    167 SHARES OF EBAY 5,781 4,688
    27 SHARES EDGEWELL PERS CARE 1,389 1,008
    12 SHARES EDWARDS LIFE 1,363 1,838
    139 SHARES EMBRAER 2,724 3,076
    51 SHARES ENGIE SPON 894 730
    12 SHARES OF ENTERGY CORP 947 1,033
    72 SHARES EQT CORP 1,804 1,360
    38 SHARES ERSTE    
    72 SHARES EXELON CORP 2,965 3,247
    43 SHARES OF FACEBOOK 7,225 5,637
    55 SHARES FIFTH THIRD 1,461 1,294
    218 SHARES FIRST PAC 784 420
    19 SHARES FIRST REPUBLIC    
    48 SHARES FRANKLIN RES 1,776 1,424
    26 SHARES FTI CONSULTING    
    103 SAHRES OF FUJI MEDIA 809 718
    17 SHARES FSNETWORKS    
    127 SHARES GENTEX    
    144 SHARES GLAXOSMITHKLINE 5,119 5,502
    4 SHARES GRAINGER WW    
    45 SHARES G4S PLC 654 579
    35 SHARES HACHIJUNI 1,879 1,407
    35 SHARES HEALTHSOUTH    
    25 SHARES HELMERICH    
    129 SHARES HONDA 4,216 3,412
    44 SHARES HSBC HOLDINGS 2,164 1,809
    10 SHARES ILLUMINA 2,125 2,999
    57 SHARES IMPERIAL BRANDS 2,195 1,740
    121 SHARES ING GROEP    
    22 SHARES INTERCONTINENTAL EXCH    
    110 SHARES INTERPUBLIC 2,193 2,269
    99 SHARES INVESCO 3,078 1,657
    36 SHARES ITV PLC 800 566
    68 SHARES SAINSBURY 890 917
    106 SHARES JAPAN TOBACCO    
    11 SHARES JONES LANG    
    25 SHARES JP MORGAN CHASE 2,609 2,441
    19 SHARES KAR AUCTION 850 907
    249 SHARES KINGFISHER 2,047 1,300
    72 SHARES KROGER 1,811 1,980
    21 SHARES LBRANDS 1,158 539
    30 SHARES OF LEUCADIA    
    25 SHARES MDC HOLDINGS    
    102 SHARES MAGYAR TELECOM 836 776
    65 SHARES MANULIFE 1,376 922
    264 SHARES MARKS & SPENCER 2,168 1,634
    17 SHARES MCKESSON 2,552 1,878
    82 SHARES MEDIPAL HOLDINGS 1,609 1,760
    8 SHARES MEDNAX 405 264
    69 SHARES MEDTRONICS 5,506 6,276
    6 SHARES MERCADOLIBRE 1,695 1,757
    109 SHARES METRO AG 1,010 835
    121 SHARES MICHAELS COS 2,408 1,638
    74 SHARES OF MICHELIN 2,082 1,450
    75 SHARES MITIE GRP 789 443
    77 SHARES MMC NORILSK 1,445 1,451
    33 SHARES MONSTER    
    78 SHARES MUENCHENER 1,699 1,704
    22 SHARES NESTLE 1,885 1,781
    15 SHARES NETGEAR 770 780
    35 SHARES NEW ORIENTAL EDUCATIO 2,648 1,918
    100SHARES NEWFIELD EXPLORATION 2,127 1,466
    41 SHARES NIPPON 2,024 1,666
    30 SHARES NISOURCE 805 760
    90 SHARES NN GRP NV 1,972 1,763
    15 SHARES NORFOLK SOUTHERN 1,378 2,243
    18 SHARES NORTHERN TRUST 1,583 1,505
    18 SHARES NVIDA CORP 3,206 2,403
    38 SHARES OLD REPUBLIC 792 782
    34 SHARESORKLA ASA 342 263
    50 SHARES OWENS & MINOR 592 316
    22 SHARES PPG INDUSTRIES 2,569 2,249
    29 SHARES PAYPAL 2,190 2,439
    9 SHARES PIONEER NAT RES 1,393 1,184
    140 SHARES PREMIER FOODS PLC 393 245
    2 SHARES OF PRICELINE    
    166 SHARES PROSIEBEN SAT 1 1,336 735
    4 SHARES QUEST 388 333
    68 SHARES RENT A CTR    
    59 RHOEN-KLINIKUM 869 749
    26 SHARES ROBERT HALF    
    68 SHARES ROCHE HOLDINGS 2,104 2,113
    25 SHARES ROYAL DUTCH 1,637 1,498
    14 SHARES RYMAN HOPITALITY 833 934
    58 SHARES S.A. D'IETEREN 1,286 1,085
    94 SHARES SABRE CORP    
    24 SHARES SALESFORCE 2,424 3,287
    29 SHARES SANOFI 1,265 1,259
    41 SHARES SCHLUMBERGER 2,586 1,479
    62 SHARES CHARLES SCHWAB 3,132 2,575
    332 SHARES SEGA SAMMY 1,060 1,145
    18 SHARES SERVICENOW 2,109 3,205
    9 SHARES SHIRE    
    17 SHARES SHIZUOKA 1,647 1,334
    30 SHARES SIEMENS 2,003 1,682
    21 SHARES SIGNAPORE COMM 585 452
    98 SHARES SMITHS GRP 1,973 1,694
    51 SHARES SMURFIT KAPPA 1,624 1,355
    14 SHARES SNAP ON 2,101 2,034
    113 SHARES SONIC HEALTHCARE 1,954 1,780
    18 SHARES SPIRIT    
    25 SHARES SPLUNK 1,944 2,621
    44 SHARES SSE PLC 788 606
    43 SHARES STARBUCKS    
    37 SHARES STORE CAPITAL 883 1,047
    56 SHARES SUNTRUST 3,366 2,825
    43 SHARES TAISHO 842 1,087
    11 SHARES TARO PHARM 1,164 931
    34 SHARES TAYLOR MORRISON 806 541
    136 SHARES TELEFONICA 2,058 1,622
    64 SHARES THE ST JOE CO 1,182 843
    32 SHARES TOTAL S.A. SPONS 1,804 1,670
    3 SHARES TOYO SUISAN 1,289 1,035
    19 SHARES TRAVELERS COS 2,573 2,275
    60 SHARES UBS GRP 1,581 1,139
    26 SHARES UGI CORP 1,183 1,387
    9 SHARES ULTA BEAUTY    
    34 SHARES UNILEVER 1,946 1,829
    50 SHARES UNITED OVERSEAS BK 1,958 1,806
    34 SHARES UNITED PARCELS 3,949 3,316
    11 SHARES UNITED THERAP 1,443 1,198
    9 SHARES UNITEDHEALTH 2,040 2,242
    14 SHARES UNIVERSAL HEALTH 1,502 1,632
    100 SHARES US BANCORP 5,388 4,570
    66 SHARES VERIZON COMM 3,316 3,711
    41 SHARES VERMILION 1,395 864
    17 SHARES VERTEX PHARM 2,380 2,817
    17 SHARES VISA CLASS A 1,893 2,243
    58 SHARES VISTRA ENERGY 1,025 1,328
    56 SHARES VODAFONE 1,500 1,080
    5 SHARES WACOAL HOLDINGS 793 624
    54 SHARES WELLS FARGO 3,160 2,488
    83 SHARES WEYERHAEUSER 2,682 1,814
    7 SHARES WHIRLPOOL 1,073 748
    3 SHARES WHITE MOUNTAIN 2,605 2,573
    185 SHARES WM MORRISON 2,303 2,103
    29 SHARES WORLD FUEL SERVICE 787 621
    79 SHARES YUE YUEN INDUSTRIAL 1,392 1,239
    90 SHARES ZAYO GRP 2,851 2,056
    69 SHARES ZURICH INSURANCE 2,074 2,057
    7 SHARES ALIGN TECH 1,687 1,466
    32 SHARES AMERISOURCEBERGEN 2,724 2,381
    12 SHARES APPLE INC 2,157 1,893
    96 SHARES ARCONIC 2,131 1,619
    385 SHARES ASE TECHNOLOGY 2,008 1,444
    1 SHARE BOOKING HOLDINGS 1,781 1,722
    89 SHARES CALBEE 742 706
    26 SHARES CANADA GOOSE 1,824 1,137
    13 SHARES CARLISLE 1,328 1,307
    38 SHARES CELESTICA 404 333
    25 SHARES CERNER CORP 1,306 1,311
    22 SHARES CHINA PETROLEUM 1,854 1,553
    66 SHARES CTRIP.COM 2,751 1,786
    30 SHARES DXC TECHNOLOGY 2,384 1,595
    18 SHARES ENCOMPASS HEALTH 819 1,111
    22 SHARES EXACT SCIENCES 1,643 1,388
    49 SHARES HARTFORD FINL SERV 2,055 2,178
    10 SHARES IDEXX LABS 1,771 1,860
    23 SHARES INGREDION 2,726 2,102
    69 SHARES ISHARES ST TREM TREAS 7,613 7,611
    26 SHARES JEFFERIES FINL 780 521
    8 SHARES KRONES 366 309
    11 SHARES LINDE PLC 1,798 1,716
    75 SHARES LKQ 2,123 1,780
    368 SHARES LLOYDS BANKING 1,410 942
    24 SHARES LOWES CORP 1,192 1,092
    82 SHARES MASCO 3,016 2,398
    117 SHARES MITSUBISHI 1,955 1,676
    22 SHARES MOHAWK INDS 3,468 2,573
    52 SHARES MOLSON COORS 3,583 2,920
    11 SHARES MSCI 1,711 1,622
    39 SHARES NATIONAL GRID PLC 2,080 1,871
    27 SHARES NATIONAL OILWELL 938 694
    25 SHARES PNC FINL 3,220 2,923
    22 SHARES SIERRA WIRELESS 351 295
    11 SHARES SIGNATURE BANK NEW YORK 1,278 1,131
    35 SHARES SQUARE INC 2,494 1,963
    45 SHARES STERICYCLE INC 2,367 1,651
    28 SHARES THOR INDUSTRIES 1,686 1,456
    19 SHARES TORCHMARK 1,613 1,416
    60 SHARES TV ASAHI 1,222 1,060
    23 SHARES VENTAS INC 1,263 1,348

    TY 2018 LandEtcSchedule2
    Name:
    RUTH M FOY CHARITABLE FOUNDATION
    EIN:
    65-0102106
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    MACHINERY AND EQUIPMENT 5,608 5,608    


    TY 2018 OtherExpensesSchedule
    Name:
    RUTH M FOY CHARITABLE FOUNDATION
    EIN:
    65-0102106
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BAD DEBTS 8,050      
    BANK CHARGES 256      


    TY 2018 OtherNotesLoansRcvblShortSch2
    Name:
    RUTH M FOY CHARITABLE FOUNDATION
    EIN:
    65-0102106
    Name of 501(c)(3) Organization Balance Due
    OTHER LOANS
     
     


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    RUTH M FOY CHARITABLE FOUNDATION
    EIN:
    65-0102106
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 10,968 10,968    


    TY 2018 TaxesSchedule
    Name:
    RUTH M FOY CHARITABLE FOUNDATION
    EIN:
    65-0102106
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 591 591    
    TAX ON INVESTMENT INCOME 1,040