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 07-01-2018 , and ending 06-30-2019
Name of foundation
CONNIE HILLMAN FAMILY FOUNDATION
C/O LARRY R ADAMSON
Number and street (or P.O. box number if mail is not delivered to street address)3430 ESUNRISE DR NO 200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TUCSON, AZ85718
A Employer identification number

45-3758612
B Telephone number (see instructions)

(520) 792-1181
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$9,851,513
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) 3,291,297
2 Check bullet.............
3 Interest on savings and temporary cash investments 118,807 118,807  
4 Dividends and interest from securities... 52,723 52,723  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -158,187
b Gross sales price for all assets on line 6a 10,356,014
7 Capital gain net income (from Part IV, line 2)... 270,978
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........ 3,304,640 442,508  
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)......... 50,861 5,086   45,775
b Accounting fees (attach schedule)....... 6,243 624   5,619
c Other professional fees (attach schedule).... 65,447 65,447   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 11,357 11,357   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 133,908 82,514   51,394
25 Contributions, gifts, grants paid....... 2,670,156 2,670,156
26 Total expenses and disbursements. Add lines 24 and 25 2,804,064 82,514   2,721,550
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 500,576
b Net investment income (if negative, enter -0-) 359,994
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............. -1 326,443 326,443
2 Savings and temporary cash investments......... 8,803,152 8,618,246 8,653,106
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 63,374 Click to see attachment394,658 395,374
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).......... 375,509 Click to see attachment403,263 476,590
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) 9,242,034 9,742,610 9,851,513
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 9,242,034 9,742,610
30 Total net assets or fund balances (see instructions)..... 9,242,034 9,742,610
31 Total liabilities and net assets/fund balances (see instructions). 9,242,034 9,742,610
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
9,242,034
2
Enter amount from Part I, line 27a .....................
2
500,576
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,742,610
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
9,742,610
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 245 SHARES, ABBVIE INC   2018-10-19 2018-10-24
b 614 SHARES, CISCO SYSTEMS INC D 2018-10-19 2019-04-02
c 278 SHARES, EMERSON ELECTRIC CO D 2018-10-19 2018-10-24
d 331 SHARES, JPMORGAN CHASE D 2018-10-19 2018-12-04
e 1,395 SHARES, JOHNSON & JOHNSON D 2018-10-19 2018-10-24
85 SHARES, LOCKHEED MARTIN CORP D 2018-10-19 2018-10-24
336 SHARES, MAXIM INTEGRATED PRODUCTS D 2018-10-19 2018-11-05
452 SHARES, MAXIM INTEGRATED PRODUCTS INC D 2018-10-19 2018-11-05
2,294 SHARES, MERCK & CO INC D 2018-10-19 2018-10-24
769 SHARES, NEXTERA ENERGY INC D 2018-10-19 2018-10-24
6,361 SHARES. OLD REPUBLIC INTERNATIONAL CORP D 2018-10-19 2018-10-24
1,400 SHARES, APPLE INC P 2019-01-03 2019-01-22
1,185 SHARES, M & T BK CORP P 2019-04-05 2019-04-15
3,575 SHARES, PROSHARES TR ULTRASHORT QQQ P 2018-09-17 2018-09-18
3,645 SHARES, PROSHARES TR ULTRASHORT QQQ P 2018-10-04 2018-10-08
1,775 SHARES, PROSHARES TR ULTRASHORT QQQ P 2018-10-29 2018-10-31
1,780 SHARES, PROSHARES TR ULTRASHORT QQQ P 2018-12-14 2018-12-17
800 SHARES, PROSHARES TR ULTRASHORT QQQ WASH SALE   2018-12-19 2019-01-30
850 SHARES, PROSHARES TR ULTRASHORT QQQ P 2019-01-03 2019-01-30
7,230 SHARES, PROSHARES TR ULTRAPRO SHORT S P 2018-09-17 2018-09-18
7,415 SHARES, PROSHARES TR ULTRAPRO SHORT S P 2018-10-04 2018-10-08
3,400 SHARES, PROSHARES TR ULTRAPRO SHORT S P 2018-10-29 2018-10-31
3,340 SHARES, PROSHARES TR ULTRAPRO SHORT S P 2018-12-14 2018-12-17
1,470 SHARES, PROSHARES TR ULTRAPRO SHORT S WASH SALE P 2018-12-19 2018-01-30
1,555 SHARES, PROSHARES TR ULTRAPRO SORT S P 2019-01-03 2019-01-30
15,270 SHARES, ULTRASHORT TR S&P500 WASH SALE   2018-09-17 2018-09-18
15,695 SHARES, ULTRASHORT TR S&P500 P 2018-10-04 2018-10-08
7,850 SHARES, PROSHARES TR ULTRASHORT S&P500 P 2018-10-29 2018-10-31
7,645 SHARES,, PROSHARES TR ULTRASHORT S&P500 P 2018-12-14 2018-12-17
3,500 SHARES,, PROSHARES TR ULTRASHORT S&P500 WASH SALE   2018-12-19 2019-01-30
3,725 SHARES, PROSHARES TR ULTRASHORT S&P500 P 2019-01-03 2019-01-30
36,035 SHARES, PROSHARES TR ULTRAPRO SHORT Q P 2018-09-17 2018-09-18
36,610 SHARES, PROSHARES TR ULTRAPRO SHORT Q P 2018-10-04 2018-10-08
16,355 SHARES, PROSHARES TR ULTRAPRO SHORT Q P 2018-10-29 2018-10-31
16,795 SHARES, PROSHARES TR ULTRAPRO SHORT Q P 2018-12-14 2018-12-17
7,260 SHARES, PROSHARES TR ULTRAPRO SHORT Q WASH SALE P 2018-12-19 2019-01-30
7,620 SHARES, PROSHARES TR ULTRAPRO SHORT Q P 2019-01-03 2019-01-30
4,020 SHARES, SPDR UNIT TRUST SERIES 1 P 2019-04-05 2019-05-06
1,340 SHARES, SPDR UNIT TRUST SERIES 1 P 2019-04-08 2019-05-06
1,860 SHARES, SYNNEX CORP P 2019-04-05 2019-05-06
315 SHARES, THOR INDUSTRIES INC P 2018-04-19 2018-09-20
335 SHARES, THOR INDUSTRIES INC P 2018-05-23 2018-09-20
175,000 UNITS TREASURY BILLS DUE 11/08/18 P 2018-05-07 2018-11-08
315,000 UNITS TREASURY BILLS DUE 1/30/19 P 2018-10-29 2019-01-31
475,000 UNITS TREASURY BILLS DUE 2/7/19 P 2018-11-05 2019-02-07
600,000 UNITS TREASURY BILLS DUE 5/2/19 P 2018-10-29 2019-05-02
950,000 UNITS TREASURY BILLS DUE 5/9/19 P 2019-11-05 2019-05-09
130 SHARES ETF SPDR GOLD TRUST P 2013-06-20 2019-06-20
(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 19,619   14,063 5,556
b 33,846   17,732 16,114
c 18,549   12,577 5,972
d 36,130   21,042 15,088
e 193,664   82,611 111,053
26,690   16,235 10,455
17,334   14,817 2,517
23,318   9,465 13,853
162,837   74,041 88,796
135,227   41,522 93,705
127,180   64,055 63,125
215,796   199,570 16,226
196,300   193,215 3,085
131,025   130,445 580
137,844   132,250 5,594
72,762   79,994 -7,232
79,881   78,414 1,467
32,547   38,537 0
34,581   48,589 -14,008
236,089   237,260 -1,171
245,507   241,062 4,445
131,752   145,717 -13,965
145,166   141,499 3,667
55,336   70,094 0
58,536   91,891 -33,355
510,419   512,515 0
529,192   524,833 4,359
295,219   315,835 -20,616
312,258   306,937 5,321
130,977   152,132 0
139,397   188,068 -48,671
424,584   422,157 2,427
452,428   425,591 26,837
224,218   258,919 -34,701
260,267   253,766 6,501
95,244   124,955 0
99,967   167,297 -67,330
1,162,199   1,159,690 2,509
387,400   386,846 554
197,743   193,238 4,505
29,279   31,862 -2,583
31,138   31,512 -374
173,235   173,235 0
313,227   313,227 0
472,230   472,230 0
592,689   592,689 0
938,255   938,255 0
16,933   16,260 673
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       5,556
b       16,114
c       5,972
d       15,088
e       111,053
      10,455
      2,517
      13,853
      88,796
      93,705
      63,125
      16,226
      3,085
      580
      5,594
      -7,232
      1,467
      0
      -14,008
      -1,171
      4,445
      -13,965
      3,667
      0
      -33,355
      0
      4,359
      -20,616
      5,321
      0
      -48,671
      2,427
      26,837
      -34,701
      6,501
      0
      -67,330
      2,509
      554
      4,505
      -2,583
      -374
      0
      0
      0
      0
      0
      673
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 2 270,978
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 2,289,277 8,849,722 0.258683
2016 2,459,000 9,723,228 0.252900
2015 1,643,561 10,112,048 0.162535
2014 685,874 9,991,945 0.068643
2013 329,537 9,839,671 0.033491
2
Total of line 1, column (d) .....................
2
0.776252
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
0.155250
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
9,171,118
5
Multiply line 4 by line 3......................
5
1,423,816
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,600
7
Add lines 5 and 6........................
7
1,427,416
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,721,550
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 3,600
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 3,600
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 3,600
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 144
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,744
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAZ
    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 addressbulletNONE
    14
    The books are in care ofbulletLARRY R ADAMSON Telephone no.bullet (520) 792-1181

    Located atbullet3430 E SUNRISE DR STE 200TUCSONAZ ZIP+4bullet85718
    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
    EMORY A HILLMAN DIRECTOR, PRESIDENT & TREA
    0.20
    0 0 0
    2 ARBORWOOD
    IRVINE,CA926202116
    LARRY R ADAMSON DIRECTOR, VICE PRES & SECY
    5.00
    0 0 0
    3430 E SUNRISE 200
    TUCSON,AZ857183236
    FEES PAID TO THE LAW FIRM OF LARRY DIRECTOR, VICE PRES & SECY
    0.00
    0 0 0
    ADAMSON ARE ON PART I LNS 16A16B
    TUCSON,AZ857183236
    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
    MISSION MANAGEMENT & TRUST INVESTMENT SERVICES 65,447
    3567 E SUNRISE DR 235
    TUCSON,AZ85718
    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
    9,296,843
    b
    Average of monthly cash balances.......................
    1b
    13,937
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,310,780
    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
    9,310,780
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    139,662
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,171,118
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    458,556
    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
    458,556
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,600
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,600
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    454,956
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    454,956
    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
    454,956
    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
    2,721,550
    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
    2,721,550
    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
    3,600
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,717,950
    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 7 454,956
    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...... 879,848
    d From 2016...... 1,975,437
    e From 2017...... 1,858,129
    fTotal of lines 3a through e........ 4,713,414
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,721,550
    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..... 454,956
    e Remaining amount distributed out of corpus 2,266,594
    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 6,980,008
    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 ......
    6,980,008
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015.... 879,848
    c Excess from 2016.... 1,975,437
    d Excess from 2017.... 1,858,129
    e Excess from 2018.... 2,266,594
    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 e-mail address of the person to whom applications should be addressed:
    LARRY R ADAMSON
    3430 E SUNRISE DRSUITE 200
    TUCSON,AZ85718
    (520) 792-1181
    LADAMSON@DUFFIELDLAW.COM
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER
    cAny submission deadlines:
    NONE NONE NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MUST BE A 501 (C) (3) ORGANIZATION
    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
    A FOR ARIZONA
    3200 N CENTRAL AVENUE
    PHOENIX,AZ85012
      PVTNONPROFIT PROGRAMS FOR EDUCATORS OF LOW-INCOME SCHOOL CHILDREN 10,000
    ADMINISTRATION OF RESOURCES & CHOICES
    3003 S COUNTRY CLUB
    TUCSON,AZ85713
      PVTNONPROFIT LOW INCOME HOMEOWNERSHIP ASSISTANCE AND COUNSELING 15,000
    AMERICAN RED CROSS
    2916 E BROADWAY BLVD
    TUCSON,AZ85716
      PVTNONPROFIT VOLUNTEER SERVICESVOLUNTEER SERVICES 5,000
    AMISTADES
    5501 N ORACLE RD
    TUCSON,AZ85704
      PVTNONPROFIT ACADEMIC & BEHAVIORAL SERVICES FOR AT-RISK LATINO STUDENTS 10,000
    AMITY FOUNDATION
    10500 E TANQUE VERDE RD
    TUCSON,AZ85749
      PVTNONPROFIT OPIATE & ALCOHOL ABUSE PROGRAMS 25,000
    AMPHI FOUNDATION
    701 W WETMORE
    TUCSON,AZ85705
      PVTNONPROFIT STEM CAREER PROGRAMS 40,000
    ARIZONA CHILDREN'S ASSOCIATION
    3716 E COLUMBIA STREET
    TUCSON,AZ85714
      PVTNONPROFIT FOSTER CARE BY FAMILY MEMBER PROGRAMS 100,000
    ARIZONA ONCOLOGY PROGRAM
    2625 N CRAYCROFT ROAD
    TUCSON,AZ85712
      PVTNONPROFIT CANCER PATIENT SUPPORT SERVICES 5,000
    ARIZONA THEATER COMPANY
    343 S SCOTT
    TUCSON,AZ85701
      PVTNONPROFIT FOR ANNUAL FUND AS EXHIBITS SPONSOR 10,000
    ASSISTANCE LEAGUE OF TUCSON INC
    1307 N ALVERNON WAY
    TUCSON,AZ85712
      PVTNONPROFIT OPERATION SCHOOL BELL 15,000
    AVIVA CHILDREN'S SERVICES
    1535 S PLUMMER AVENUE
    TUCSON,AZ85719
      PVTNONPROFIT FAMILY REUNIFICATION OF FOSTER CHILDRENFAMILY REUNIFICATION OF FOSTER CHILDREN 10,000
    BALLET ARTS FOUNDATION
    200 S TUCSON BOULEVARD
    TUCSON,AZ85716
      PVTNONPROFIT FOR PROGRAMS OF ARTISTIC EXCELLENCE IN BALLET 15,000
    BEACON FOUNDATION
    308 W GLENN STREET
    TUCSON,AZ85705
      PVTNONPROFIT JOBS FOR THE MENTALLY CHALLENGED 20,000
    BIG BROTHERS - BIG SISTERS OF TUCSON
    160 E ALAMEDA STREET
    TUCSON,AZ85701
      PVTNONPROFIT FOR MENTORING SERVICES TO HIGH SCHOOL STUDENTS 50,000
    BIO 5 INSTITUTE
    P O BOX 210240
    TUCSON,AZ85721
      PVTNONPROFIT YOUTH LEADERSHIP AND STEM INTERNSHIP PROGRAM 15,000
    BLAIR CHAIRTY GROUP
    P O BOX 65331
    TUCSON,AZ85728
      PVTNONPROFIT YOUTH LEADERSHIP PROGRAMS 17,650
    BOY SCOUTS OF AMERICA - CATALINA COUNCIL
    2250 E BROADWAY BLVD
    TUCSON,AZ85719
      PVTNONPROFIT CO-ED STEM PROGRAMS 10,000
    BOYS & GIRLS CLUBS OF TUCSON
    PO BOX 40217
    TUCSON,AZ85717
      PVTNONPROFIT AFTER SCHOOL CORE VALUES TRAINING 40,000
    CAREGIVING TRAINING INSTITUTE
    710 S KOLB ROAD
    TUCSON,AZ85710
      PVTNONPROFIT FOR TRAINING OF CAREGIVERS 15,000
    CASA DE LOS NINOS
    1120 N 5TH AVENUE
    TUCSON,AZ85705
      PVTNONPROFIT FOSTER PARENT TRAINING SERVICES 40,000
    CASA DE LUZ FOUNDATION
    7740 N ORACLE ROAD
    TUCSON,AZ85704
      PVTNONPROFIT ASSISTANCE TO FAMILIES OF HOSPICE PATIENTS 40,000
    CHILD & FAMILY RESOURCES
    2800 E BROADWAY BLVD
    TUCSON,AZ85716
      PVTNONPROFIT YOUTH EMPOWERMENT & TEEN PREGANCY PROGRAMS 40,000
    CHILDREN'S MUSEUM TUCSON
    200 S 6TH AVENUE
    TUCSON,AZ85701
      PVTNONPROFIT ART PROGRAMS FOR UNDERSERVED STUDENTS 10,000
    CHRISTIAN YOUTH THEATER
    7090 N ORACLE STE 178-197
    TUCSON,AZ85704
      PVTNONPROFIT YOUTH THEATER PROGRAM 3,500
    CODAC BEHAVIORAL HEALTH SERVICES
    1650 E FT LOWELL STE 202
    TUCSON,AZ85719
      PVTNONPROFIT OPIOD RECOVERY PROGRAMS 30,000
    CODY'S FRIENDS
    PO BOX 36502
    TUCSON,AZ85704
      PVTNONPROFIT ASSISTANCE FOR PEOPLE IN NEED WITH PETS 1,000
    COMMUNITY FOOD BANK
    3003 S COUNTRY CLUB
    TUCSON,AZ85713
      PVTNONPROFIT FOOD FOR LOW-INCOME PEOPLE 30,000
    COMMUNITY FOUNDATION OF SOUTHERN ARIZONA
    6420 E BROADWAY BLVD
    TUCSON,AZ85711
      PVTNONPROFIT COMMUNITY PHILANTHROPY 45,000
    COMMUNITY HOME REPAIR PROJECTS
    PO BOX 26215
    TUCSON,AZ85726
      PVTNONPROFIT HOUSING SUPPORT FOR LOW INCOME 10,000
    COPE COMMUNITY SERVICES
    82 S STONE AVENUE
    TUCSON,AZ85701
      PVTNONPROFIT BEHAVIORAL HEALTH & MEDICAL ASSISTANCE 50,000
    CULTURE OF PEACE ALLIANCE
    4317 N EL TOVAR AVE
    TUCSON,AZ85705
      PVTNONPROFIT TEACHING COMPASSION & NON-VIOLENCE 5,000
    DIAPER BANK OF SOUTHERN ARIZONA
    1050 S PLUMMER
    TUCSON,AZ85719
      PVTNONPROFIT NEED BASED SUPPLIES 20,000
    DIRECT CENTER FOR INDEPENDENCE
    1001 N ALVERNON
    TUCSON,AZ85711
      PVTNONPROFIT LINKING EMPLOYERS WITH DISABLED VETERANS 10,000
    EARN TO LEARN
    4803 E 5TH STREET
    TUCSON,AZ85711
      PVTNONPROFIT FINANCIAL AID TO LOW-INCOME STUDENTS 20,000
    EASTER SEALS BLAKE FOUNDATION
    7750 E BROADWAY BLVD
    TUCSON,AZ85710
      PVTNONPROFIT CHILDCARE, EARLY INTERVENTION, JOB TRAINING AND BEHAVIORAL SERVICES 45,000
    EDUCATIONAL ENRICHMENT FOUNDATION
    3809 E THIRD STREET
    TUCSON,AZ85716
      PVTNONPROFIT HIGH SCHOOL SUPPLEMENTAL NEEDS 40,000
    EL RIO HEALTH CENTER FOUNDATION
    839 W CONGRESS STREET
    TUCSON,AZ85745
      PVTNONPROFIT LOW-INCOME HEALTH SERVICES 40,000
    EMERGE CENTER AGAINST DOMESTIC ABUSE
    2545 E ADAMS STREET
    TUCSON,AZ85716
      PVTNONPROFIT ABUSED WOMEN'S SHELTER AND COUNSELING 55,000
    EXODUS
    3726 E HAMPTON STREET
    TUCSON,AZ85716
      PVTNONPROFIT HOUSING & RECOVERY SERVICES FOR DRUG,ALCOHOL HOMELESSNESS 30,000
    GABRIEL'S ANGELS TUCSON
    3849 E BROADWAY 292
    TUCSON,AZ85716
      PVTNONPROFIT TEACHING CORE VALUES TO AT-RISK YOUTH 2,500
    GAP MINISTRIES
    2861 N FLOWING WELLS RD
    TUCSON,AZ85705
      PVTNONPROFIT SERVICES FOR CHILDREN AND FAMILIES IN NEED 10,000
    GIRL SCOUTS OF SOUTHERN ARIZONA
    4300 E BROADWAY BLVD
    TUCSON,AZ85711
      PVTNONPROFIT SOCIAL IMPACT PROGRAMS FOR GIRLS 40,000
    GOODWILL INDUSTRIES OF SOUTHERN ARIZONA
    1940 E SILVERLAKE
    TUCSON,AZ85713
      PVTNONPROFIT SERVICES, TRAINING & JOBS FOR PEOPLE WITH EMPLOYMENT BARRIERS 40,000
    GROWTH PARTNERS ARIZONA
    333 N WILMOT STE 227
    TUCSON,AZ85711
      PVTNONPROFIT LENDING PROGRAMS TO NON-PROFIT ORGANIZATIONS 20,000
    HABITAT FOR HUMANITY - TUCSON
    3501 N MOUNTAIN AVENUE
    TUCSON,AZ85719
      PVTNONPROFIT HOME OWNERSHIP FOR LOW-INCOME PEOPLE 40,000
    INTEGRATIVE TOUCH FOR KIDS
    8340 N THORNYDALE 110-153
    TUCSON,AZ85741
      PVTNONPROFIT HOSPITAL AND COMMUNITY PROGRAMS FOR HEALING AND WELL-BEING 1,000
    INTERFAITH COMMUNITY SERVICES
    2820 W INA ROAD
    TUCSON,AZ85741
      PVTNONPROFIT EMPLOYMENT & COUNCELING ASSISTANCE 68,489
    INTERNATIONAL RESCUE COMMITTEE - TUCSON
    2100 N KOLB ROAD
    TUCSON,AZ85715
      PVTNONPROFIT REFUGEE SERVICES 10,000
    JOB PATH
    2820 W INA ROAD
    TUCSON,AZ85741
      PVTNONPROFIT JOB TRAINING AND EDUCATION FOR UNDERSERVED. 20,000
    JUNIOR ACHIEVEMENT
    6339 E SPEEDWAY
    TUCSON,AZ85710
      PVTNONPROFIT FINANCIAL EDUCATION FOR HIGH SCHOOLERS 5,000
    LA FRONTERA
    504 W 29TH STREET
    TUCSON,AZ85713
      PVTNONPROFIT LOW-INCOME HOUSING FOR FAMILIES, SENIORS & DISABLED 20,000
    LITERACY CONNECTS
    200 E YAVAPAI
    TUCSON,AZ85705
      PVTNONPROFIT LITERACY AND READING FLUENCY PROGRAMS 191,788
    MINI-TIME MACHINE MUSEUM
    4455 E CAMP LOWELL DRIVE
    TUCSON,AZ85712
      PVTNONPROFIT TRANSPORTATION FOR LOW-INCOME STUDENTS 5,000
    MIRACLE SQUARE
    2601 N ORACLE ROAD
    TUCSON,AZ85705
      PVTNONPROFIT HOUSING FOR LOW-INCOME SENIORS & DISABLED 30,000
    MORE THAN A BED
    3637 N 1ST AVENUE
    TUCSON,AZ85719
      PVTNONPROFIT RESOURCE CENTER FOR FOSTER & ADOPTIVE FAMILIES 5,000
    MOTHERS AGAINST DRUNK DRIVING - SOUTHERN ARIZONA AFFILIATE
    2020 N FORBES
    TUCSON,AZ85745
      PVTNONPROFIT VICTIM SERVICES 20,000
    MUSEUM OF CONTEMPORARY ART
    265 S CHURCH AVE
    TUCSON,AZ85701
      PVTNONPROFIT SPECIAL PROJECT SUPPORT 10,000
    NAMI SOUTHERN ARIZONA
    6122 E 22ND STREET
    TUCSON,AZ85711
      PVTNONPROFIT EDUCATION FOR FAMILIES WITH MENTALLY ILL CHILDREN 40,000
    OLD PUEBLO COMMUNITY SERVICES
    4501 E 5TH STREET
    TUCSON,AZ85711
      PVTNONPROFIT HOMELESS WORK PROGRAM 10,000
    OUR FAMILY SERVICES
    2590 N ALVERNON WAY
    TUCSON,AZ85712
      PVTNONPROFIT SHELTER/HOUSING FOR HOMELESS FAMILIES & YOUTH SERVICES 50,000
    PATRONATO DE SAN XAVIER
    P O BOX 522
    TUCSON,AZ85702
      PVTNONPROFIT FOR MAINTENANCE, RESTORATION AND PRESERVATION OF MISSION SAN XAVIER DEL BAC 5,000
    PIMA COMMUNITY COLLEGE FOUNDATION
    4905 C E BROADWAY
    TUCSON,AZ85709
      PVTNONPROFIT SCHOLARSHIPS FOR THOSE IN NEED 10,000
    PIMA COUNCIL ON AGING
    8467 E BROADWAY
    TUCSON,AZ85710
      PVTNONPROFIT PROGRAMS FOR ELDERLY AND DISABLED 20,000
    PIMA COUNTY JTED
    2855 W MASTER PIECES DRIVE
    TUCSON,AZ85741
      PVTNONPROFIT JOB TRAINING FOR HIGH SCHOOL STUDENTS 10,000
    PPEP INC
    802 E 46TH STREET
    TUCSON,AZ85713
      PVTNONPROFIT FOR EDUCATIONAL/YOUTH PROGRAMS 25,000
    QUILTS OF VALOR
    1471 E SONORAN DESERT DRIVE
    TUCSON,AZ85737
      PVTNONPROFIT QUILTS MADE & GIVEN TO VETERANS 1,000
    RONALD MCDONALD HOUSE OF CHARITIES OF SOUTHERN ARIZONA
    2155 E ALLEN ROAD
    TUCSON,AZ85719
      PVTNONPROFIT FAMILY ILLNESS HOUSING SUPPORT 20,000
    SAN MIGUEL CATHOLIC HIGH SCHOOL
    6601 S SAN FERNANDO DRIVE
    TUCSON,AZ85756
      PVTNONPROFIT COLLEGE PREPARATION FOR LOW-INCOME HIGH SCHOOL STUDENTS AND WORK-STUDY PROGRAMS 20,000
    SARSEF
    3247 N CHRISTMAS AVENUE
    TUCSON,AZ85716
      PVTNONPROFIT STEM EDUCATION PROGRAM 20,000
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST
    FAIRFIELD,CT06825
      PVTNONPROFIT YOUNG CHILDREN & FAMILY SUPPORT PROGRAMS 20,000
    SISTER JOSE WOMEN'S CENTER
    P O BOX 1028
    TUCSON,AZ85702
      PVTNONPROFIT HOMELESS WOMEN'S SHELTER 20,000
    SKY ALLIANCE
    PO BOX 41165
    TUCSON,AZ85717
      PVTNONPROFIT TO PROTECT & RESTORE BIODEVERSITY & NATURAL HERITAGE OF SKY ISLANDS 1,000
    SOCIAL VENTURE PARTNERS
    5049 E BROADWAY STE 233
    TUCSON,AZ85711
      PVTNONPROFIT OPERATIONS AND FOR FAST PITCH PROGRAM 30,000
    SOUTHERN ARIZONA CHESS ASSN
    PO BOX 40663
    TUCSON,AZ85717
      PVTNONPROFIT TRAVEL EXPENSES FOR TITLE 1 STUDENTS 2,500
    SOUTHERN ARIZONA LEGAL AID INC
    2343 E BROADWAY STE 200
    TUCSON,AZ85719
      PVTNONPROFIT FREE CIVIL LEGAL AID 10,000
    ST LUKE'S HOME
    615 E ADAMS
    TUCSON,AZ85705
      PVTNONPROFIT FOR HOUSING ASSISTANCE TO LOW INCOME ELDERLY 35,000
    ST ELIZABETH HEALTH CENTER
    140 W SPEEDWAY
    TUCSON,AZ85705
      PVTNONPROFIT UNDERSERVED AND LOW INCOME HEALTHCARE 10,000
    STEP UP TO JUSTICE
    320 N COMMERCE PARK LOOP 100
    TUCSON,AZ85745
      PVTNONPROFIT LEGAL SERVICES FOR LOW INCOME 10,000
    THE HAVEN
    1107 E ADELAIDE DRIVE
    TUCSON,AZ85719
      PVTNONPROFIT DRUG TREATMENT FOR WOMEN 40,000
    TREASURES FOR TEACHERS
    6800 N CAMINO MARTIN 124
    TUCSON,AZ85741
      PVTNONPROFIT FREE/LOW COST SCHOOL SUPPLIES FOR TEACHERS 2,500
    TU NUDITO CHILDREN & FAMILY SERVICES
    3922 N MOUNTAIN AVENUE
    TUCSON,AZ85719
      PVTNONPROFIT COUNSELLING PROGRAMS AND GRIEVING SERVICES FOR CHILDREN WHO HAVE LOST A FAMILY MEMBER 30,000
    TUCSON MEDICAL CENTER FOUNDATION
    5301 E GRANT RD
    TUCSON,AZ85712
      PVTNONPROFIT NICU - SMALL BABY PROGRAMNICU - SMALL BABY PROGRAM 20,000
    TUCSON MUSEUM OF ART
    140 N MAIN STREET
    TUCSON,AZ85701
      PVTNONPROFIT FOR SUPPORT OF THE ARTS 20,000
    TUCSON SYMPHONY SOCIETY
    2175 N 6TH AVENUE
    TUCSON,AZ85705
      PVTNONPROFIT FOR SUPPORT OF THE MUSICAL ARTS 60,000
    TUCSON YOUTH DEVELOPMENT
    1901 N STONE AVE
    TUCSON,AZ85705
      PVTNONPROFIT EDUCATION AND TRAINING FOR YOUTH EMPLOYMENT 5,000
    UNIVERSITY OF ARIZONA FOUNDATION
    1111 N CHERRY
    TUCSON,AZ85719
      PVTNONPROFIT FETAL ALCOHOL SPECTRUM DISORDERS PROGRAM 25,000
    WOMENS FOUNDATION OF SOUTHERN ARIZONA
    1661 N SWAN ROAD
    TUCSON,AZ85712
      PVTNONPROFIT COUNSELING/MENTORING NON-PROFITS SERVING WOMEN 354,729
    WORLD CARE
    1925 W GARDNER LANE
    TUCSON,AZ85705
      PVTNONPROFIT DISASTER RELIEF & YOUTH WORKFORCE TRAINING 12,500
    WRIGHT FLIGHT
    7075 S PLUMER AVENUE NO 14
    TUCSON,AZ85756
      PVTNONPROFIT YOUTH AVIATION OPPORTUNITY THROUGH ACADEMIC ACHIEVEMENT 10,000
    YMCA OF SOUTHERN ARIZONA
    60 W ALAMEDA STREET
    TUCSON,AZ85701
      PVTNONPROFIT SWIM CAMPS FOR CHILDREN 20,000
    YOUTH ON THEIR OWN
    1660 N ALVERNON WAY
    TUCSON,AZ85712
      PVTNONPROFIT ASSITANCE TO HOMELESS HIGH SCHOOL STUDENTS 20,000
    YWCA - MICROBUSINESS ADVANCEMENT CENTER
    330 N COMMERCE LOOP STREET
    TUCSON,AZ85745
      PVTNONPROFIT JOB-TRAINING SERVICES 30,000
    YWCA SOUTHERN ARIZONA
    525 N BONITA AVENUE
    TUCSON,AZ85745
      PVTNONPROFIT CAREER BUIDING SUPPORT FOR WOMEN 120,000
    Total .................................bullet 3a 2,670,156
    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 ...........
        14 118,807  
    4 Dividends and interest from securities....     14 52,723  
    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 -158,187  
    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 13,343 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    13,343
    (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.)
    8 THE <$158,187> IN COLUMN D OF PART XVI-A, LN 8, IS THE TOTAL CAPITAL LOSS INCURRED IN SELLING ASSETS WITH GROSS PROCEEDS OF $10,356,104 (CF PART I, LNS 6A & LN 6B). THESE SALES WERE NEEDED FIRST TO SELL & INVEST ASSETS CONTRIBUTED IN KIND IN NORMAL MANNER SO AS TO BE "RELATED TO ACCOMPLISHMNENT OF EXEMPT PURPOSES," SINCE CASH WAS USED TO COVER DISBURSEMENTS AND DISTRIBUTIONS THAT WERE PART OF THE OVERALL NEEDS OF THE ORGANIZATION IN ITS ORDINARY AND NORMAL ACTIVITIES UNDERTAKEN TO ENABLE THE ACCOMPLISHMENT OF ITS EXEMPT PURPOSES.
    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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    CONNIE HILLMAN FAMILY FOUNDATION
    C/O LARRY R ADAMSON
    Employer identification number

    45-3758612
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    CONNIE HILLMAN FAMILY FOUNDATION
    C/O LARRY R ADAMSON
    Employer identification number
    45-3758612
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    JAMES H HILLMAN REVOCABLE TRUST CAS  
    CO SUSAN C VILLARREAL 7340 N SONYA
     
    TUCSON, AZ857047052

    $ 469,059


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    JAMES H HILLMAN REVOCABLE TRUST NON  
    CO SUSAN C VILLARREAL 7340 N SONYA
     
    TUCSON, AZ857047052

    $ 232,516


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    JAMES H HILLMAN IRREVOCABLE TRUST C  
    CO SUSAN C VILLARREAL 7340 N SONYA
     
    TUCSON, AZ857047052

    $ 977,674


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    JAMES H HILLMAN IRREVOCABLE TRUST N  
    CO SUSAN C VILLARREAL 7340 N SONYA
     
    TUCSON, AZ857047052

    $ 959,468


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    JAMES H HILLMAN CHARITABLE LEAD ANNUITY TRUST CASH
     
    CO WILMINGTON TRUST CO TRUSTEE 1100
     
    WILMINTON, DE198981000

    $ 652,580


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    CONNIE HILLMAN FAMILY FOUNDATION
    C/O LARRY R ADAMSON
    Employer identification number

    45-3758612
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    85 SHARES, LOCKHEED MARTIN CORPORATION $ 27,884 2018-10-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    331 SHARES, JPMORGAN CHASE & CO $ 35,829 2018-10-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    278 SHARES, EMERSON ELECTRIC COMPANY $ 20,198 2018-10-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    452 SHARES, MAXIM INTEGRATED PRODUCTS INC $ 23,353 2018-10-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    245 SHARES, ABBVIE INC $ 21,800 2018-10-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    614 SHARES, CISCO SYSTEMS INC $ 28,038 2018-10-19
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    CONNIE HILLMAN FAMILY FOUNDATION
    C/O LARRY R ADAMSON
    Employer identification number

    45-3758612
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    754 SHARES, CARLSBERG AS SPONSORED ADR $ 19,819 2019-06-26
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    238 SHARES, DBS GROUP HOLDINGS LTD SPONSORED ADR $ 18,211 2019-06-26
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    570 SHARES, AIRBUS SE UNSPONSORED ADR $ 20,118 2019-06-26
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    2,112 SHARES, ACS ACT DE CONSTRUCTION UNSPONSORED ADR $ 17,266 2019-06-26
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    1,395 JOHNSON & JOHNSON $ 193,842 2018-10-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    2,294 MERCK & COMPANY $ 165,856 2018-10-19
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    CONNIE HILLMAN FAMILY FOUNDATION
    C/O LARRY R ADAMSON
    Employer identification number

    45-3758612
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    336 SHARES, MAXIM INTEGRATED PRODUCTS INC $ 17,359 2018-10-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    769 SHARES, NEXTERA ENERGY INCORPORATED $ 132,956 2018-10-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    6,361 SHARES, OLD REPUBLIC INTERNATIONAL CORPORATION $ 130,210 2018-10-19
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    2,919 SHARES, CARLSBERG AS SPONSORED ADR $ 76,726 2019-06-26
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    922 SHARES, DBS GROUP HOLDINGS LTD SPONSORED ADR $ 70,547 2019-06-26
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    2,210 SHARES, AIRBUS SE UNSPONSORED ADR $ 78,002 2019-06-26
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    CONNIE HILLMAN FAMILY FOUNDATION
    C/O LARRY R ADAMSON
    Employer identification number

    45-3758612
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    8,189 SHARES, ACS ACT DE CONSTRUCTION UNSPONSORED ADR $ 66,945 2019-06-26
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    172 SHARES, ISHARES TR RUSSELL 1000 GROWTH ETF $ 27,025 2019-06-26
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    CONNIE HILLMAN FAMILY FOUNDATION
    C/O LARRY R ADAMSON
    Employer identification number

    45-3758612
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    CONNIE HILLMAN FAMILY FOUNDATION
     
    C/O LARRY R ADAMSON
    EIN:
    45-3758612
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUFFIELD ADAMSON - TAX PREP 6,243 624   5,619

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    CONNIE HILLMAN FAMILY FOUNDATION
     
    C/O LARRY R ADAMSON
    EIN:
    45-3758612
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MISSION - ETFS-EXCHNG TRDD FNDS 27,025 27,062
    MISSION - EQUITIES 367,633 368,312

    TY 2018 InvestmentsOtherSchedule2
    Name:
    CONNIE HILLMAN FAMILY FOUNDATION
     
    C/O LARRY R ADAMSON
    EIN:
    45-3758612
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MISSION - PRECIOUS METALS ETF FMV 403,263 476,590

    TY 2018 LegalFeesSchedule
    Name:
    CONNIE HILLMAN FAMILY FOUNDATION
     
    C/O LARRY R ADAMSON
    EIN:
    45-3758612
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUFFIELD ADAMSON 50,861 5,086   45,775


    TY 2018 OtherExpensesSchedule
    Name:
    CONNIE HILLMAN FAMILY FOUNDATION
     
    C/O LARRY R ADAMSON
    EIN:
    45-3758612
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICE FEES 5,560 5,560   0
    FEDERAL EXCISE TAXES 5,797 5,797   0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    CONNIE HILLMAN FAMILY FOUNDATION
     
    C/O LARRY R ADAMSON
    EIN:
    45-3758612
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISSION MANAGEMENT 65,447 65,447   0