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
TOUCHPOINT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1501 NJ2-130-03-31
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ085341501
A Employer identification number

94-3339119
B Telephone number (see instructions)

(609) 274-6834
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,336,370J 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      
4 Dividends and interest from securities... 45,037 45,023  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 39,842
b Gross sales price for all assets on line 6a 695,520
7 Capital gain net income (from Part IV, line 2)... 39,842
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 84,879 84,865  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 2,500 0 0 2,500
c Other professional fees (attach schedule).... Click to see attachment 31,312 18,787   12,525
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,217 675   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 1,850 105   1,745
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,879 19,567 0 16,770
25 Contributions, gifts, grants paid....... 131,000 131,000
26 Total expenses and disbursements. Add lines 24 and 25 171,879 19,567 0 147,770
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -87,000
b Net investment income (if negative, enter -0-) 65,298
c Adjusted net income (if negative, enter -0-)... 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............. 1,677 599 599
2 Savings and temporary cash investments......... 380,938 128,806 128,806
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 4,648 Click to see attachment4,009 3,938
b Investments—corporate stock (attach schedule)....... 1,241,850 Click to see attachment1,197,254 1,714,939
c Investments—corporate bonds (attach schedule)....... 62,274 Click to see attachment60,158 62,218
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 205,222 Click to see attachment412,903 425,870
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,896,609 1,803,729 2,336,370
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 1,896,609 1,803,729
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 1,896,609 1,803,729
31 Total liabilities and net assets/fund balances (see instructions). 1,896,609 1,803,729
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,896,609
2
Enter amount from Part I, line 27a .....................
2
-87,000
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,809,609
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,880
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,803,729
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 11. ABBOTT LABORATORIES   2004-11-08 2018-12-14
b 11. ABBOTT LABORATORIES   2004-11-08 2019-01-29
c 11. AIR PRODUCTS AND CHEMICALS INC COMMON   2017-11-14 2018-07-27
d 4. AIR PRODUCTS AND CHEMICALS INC COMMON   2017-11-14 2018-08-20
e 5. AIR PRODUCTS AND CHEMICALS INC COMMON   2017-11-14 2018-08-30
4. AIR PRODUCTS AND CHEMICALS INC COMMON   2017-11-14 2019-05-28
3. AIR PRODUCTS AND CHEMICALS INC COMMON   2017-11-14 2019-06-26
2. AMERICAN EXPRESS COMPANY   2004-11-15 2018-12-14
2. AMERICAN EXPRESS COMPANY   2004-11-15 2019-01-29
1. ANSYS INC   2018-06-21 2018-12-11
45. APPLE INC   2017-07-13 2018-07-12
35. APPLE INC   2009-06-03 2018-09-28
80. APPLE INC   2009-08-25 2018-09-28
50. APPLE INC   2017-07-13 2019-02-12
11. AUTODESK INC COM   2017-11-14 2018-08-02
5. AUTODESK INC COM   2017-11-14 2018-09-18
4. AUTODESK INC COM   2017-11-14 2018-11-14
7. AUTODESK INC COM   2017-11-14 2019-01-16
1. AUTOMATIC DATA PROCESSING INC COMMON   2009-08-25 2018-12-14
1. AUTOMATIC DATA PROCESSING INC COMMON   2009-08-25 2019-01-29
2. BLACK KNIGHT HOLDCO CORP   2017-11-14 2018-12-11
19. BROOKFIELD ASSET MGMT   2017-11-14 2018-09-18
12. BROOKFIELD ASSET MGMT   2017-11-14 2018-10-04
25. BROOKFIELD ASSET MGMT   2017-11-14 2018-11-14
4. BROOKFIELD ASSET MGMT   2017-11-14 2018-12-11
8. BROOKFIELD ASSET MGMT   2017-11-14 2019-04-25
2. BROWN & BROWN INC   2017-11-14 2018-12-11
1. BROWN-FORMAN CORP CL B COM   2017-11-14 2018-12-11
3. CBRE GROUP INC   2017-11-14 2018-12-11
23. CDK GLOBAL INC SHS   2017-11-14 2019-01-30
5. CDK GLOBAL INC SHS   2018-08-02 2019-02-19
1. CDK GLOBAL INC SHS   2017-11-14 2019-02-19
5. CDK GLOBAL INC SHS   2018-07-27 2019-02-19
1. CANADIAN PAC RY LTD   2013-02-21 2019-01-29
3. CARMAX INC   2017-11-14 2018-12-11
6. CARMAX INC   2017-11-14 2019-04-25
550. CARNIVAL CORP   2018-05-01 2018-12-18
150. CARNIVAL CORP   2018-07-05 2018-12-18
565. CARNIVAL CORP   2019-01-30 2019-03-27
200. CISCO SYS INC   2014-10-10 2019-02-12
21. COCA-COLA CO USD   2004-11-15 2018-09-28
13. COCA-COLA CO USD   2004-11-15 2018-12-14
11. COCA-COLA CO USD   2004-11-15 2019-01-29
200. COCA-COLA CO USD   2016-02-01 2019-02-12
1. COLFAX CORP   2017-11-14 2018-12-11
16. COLFAX CORP   2017-11-14 2018-12-19
19. COMCAST CORP NEW CL A   2013-02-19 2018-12-14
19. COMCAST CORP NEW CL A   2013-02-19 2019-01-29
4. CONOCOPHILLIPS   2005-04-21 2018-12-14
3. CONOCOPHILLIPS   2009-05-07 2018-12-14
9. CONOCOPHILLIPS   2009-05-07 2019-01-29
16. CONSTELLATION BRANDS INC   2016-01-25 2018-09-28
1. CONSTELLATION BRANDS INC   2016-04-28 2018-09-28
4. CONSTELLATION BRANDS INC   2016-11-17 2018-09-28
19. DENTSPLY SIRONA INC   2017-11-14 2018-09-18
42. DENTSPLY SIRONA INC   2017-11-14 2018-10-04
1. DENTSPLY SIRONA INC   2017-11-14 2018-10-05
51. DENTSPLY SIRONA INC   2017-11-14 2018-10-10
39. DISNEY (WALT) CO COM STK   2010-03-12 2018-09-28
1. DISNEY (WALT) CO COM STK   2010-03-12 2018-12-14
1. DISNEY (WALT) CO COM STK   2010-03-12 2019-01-29
.55 DISNEY (WALT) CO COM STK   2016-04-28 2019-03-26
4. DOLLAR GENERAL CORP   2017-11-14 2018-12-19
560. DOWDUPONT INC COM   2018-03-29 2018-12-18
1. ECHOSTAR HLDG CORP   2017-11-14 2018-12-11
4. ECOLAB INC COM   2017-11-14 2018-07-27
2. EQUINIX INC   2017-11-14 2019-06-26
1. FASTENAL CO COMMON   2017-11-14 2018-12-11
28.37 FNMA PAS3154 04%2044   2018-07-25 2018-07-25
35.49 FNMA PAS3154 04%2044   2018-08-27 2018-08-27
26.4 FNMA PAS3154 04%2044   2018-09-25 2018-09-25
21.15 FNMA PAS3154 04%2044   2018-10-25 2018-10-25
41.33 FNMA PAS3154 04%2044   2018-11-26 2018-11-26
23.26 FNMA PAS3154 04%2044   2018-12-26 2018-12-26
24.82 FNMA PAS3154 04%2044   2019-01-25 2018-12-31
24.82 FNMA PAS3154 04%2044   2019-01-25 2019-01-25
9.37 FNMA PAS3154 04%2044   2019-02-25 2019-02-25
26.26 FNMA PAS3154 04%2044   2019-03-25 2019-03-25
50.58 FNMA PAS3154 04%2044   2019-04-25 2019-04-25
54.77 FNMA PAS3154 04%2044   2019-05-28 2019-05-28
38.05 FNMA PAS3154 04%2044   2019-06-25 2019-06-25
13.34 FNMA PAS7601 04%2046   2018-07-25 2018-07-25
8.74 FNMA PAS7601 04%2046   2018-08-27 2018-08-27
10.84 FNMA PAS7601 04%2046   2018-09-25 2018-09-25
10.21 FNMA PAS7601 04%2046   2018-10-25 2018-10-25
7.64 FNMA PAS7601 04%2046   2018-11-26 2018-11-26
6.58 FNMA PAS7601 04%2046   2018-12-26 2018-12-26
5.15 FNMA PAS7601 04%2046   2019-01-25 2018-12-31
5.15 FNMA PAS7601 04%2046   2019-01-25 2019-01-25
8.6 FNMA PAS7601 04%2046   2019-02-25 2019-02-25
6.52 FNMA PAS7601 04%2046   2019-03-25 2019-03-25
7.08 FNMA PAS7601 04%2046   2019-04-25 2019-04-25
5.77 FNMA PAS7601 04%2046   2019-05-28 2019-05-28
12.32 FNMA PAS7601 04%2046   2019-06-25 2019-06-25
12.53 FNMA PMA2907 04%2047   2018-07-25 2018-07-25
14.09 FNMA PMA2907 04%2047   2018-08-27 2018-08-27
8.92 FNMA PMA2907 04%2047   2018-09-25 2018-09-25
10.75 FNMA PMA2907 04%2047   2018-10-25 2018-10-25
8.14 FNMA PMA2907 04%2047   2018-11-26 2018-11-26
8.05 FNMA PMA2907 04%2047   2018-12-26 2018-12-26
9.47 FNMA PMA2907 04%2047   2019-01-25 2018-12-31
9.47 FNMA PMA2907 04%2047   2019-01-25 2019-01-25
7.95 FNMA PMA2907 04%2047   2019-02-25 2019-02-25
6.6 FNMA PMA2907 04%2047   2019-03-25 2019-03-25
9.21 FNMA PMA2907 04%2047   2019-04-25 2019-04-25
6.88 FNMA PMA2907 04%2047   2019-05-28 2019-05-28
15.66 FNMA PMA2907 04%2047   2019-06-25 2019-06-25
9. FIDELITY NATL INFO SVCS   2017-11-14 2018-07-27
7. FIDELITY NATL INFO SVCS   2017-11-14 2018-08-02
2. FID NATIONAL FINL INC   2017-11-14 2018-12-11
44. FOREST CITY REALTY TR   2017-11-14 2018-09-18
.67 FOX CORP REG SHS CL A   2019-03-26 2019-03-26
75. FOX CORP REG SHS CL A   2019-03-19 2019-06-28
3. GCI LIBERTY INC REG SHS   2017-11-14 2018-12-11
1. GARTNER INC NEW CL A   2017-11-14 2018-12-11
5. GARTNER INC NEW CL A   2017-11-14 2019-04-25
1. HD SUPPLY HLDGS INC   2017-11-14 2018-12-11
7. HD SUPPLY HLDGS INC   2017-11-14 2019-02-19
5. HD SUPPLY HLDGS INC   2017-11-14 2019-03-04
2. HILTON WORLDWIDE   2017-11-14 2018-12-11
1. THE HOWARD HUGHES CORP   2017-11-14 2018-12-11
2100. ING GROEP N V SPONSORED ADR   2017-12-05 2018-08-17
700. ING GROEP N V SPONSORED ADR   2018-07-05 2018-08-17
100. INTEL CORPORATION   2012-10-03 2019-02-12
21. INTERCONTINENTAL EXCHANGE INC   2015-06-08 2018-09-28
3. INTERCONTINENTAL EXCHANGE INC   2015-06-08 2018-12-14
2. INTERCONTINENTAL EXCHANGE INC   2015-06-08 2019-01-29
5. INTUIT INC COM   2017-11-14 2018-07-27
3. INTUITIVE SURGICAL INC   2016-11-22 2018-12-14
2. INTUITIVE SURGICAL INC   2016-11-22 2019-01-29
3. J P MORGAN CHASE & CO   2009-01-13 2018-12-14
5. J P MORGAN CHASE & CO   2009-01-13 2019-01-29
1. KAR AUCTION SERVICES INC   2017-11-14 2018-12-11
8. KAR AUCTION SERVICES INC   2018-08-02 2019-03-28
19. KAR AUCTION SERVICES INC   2017-11-14 2019-03-28
6. KAR AUCTION SERVICES INC   2018-07-27 2019-03-28
4. KKR & CO INC CL A   2018-08-20 2018-12-11
3. KENNEDY-WILSON HLDGS INC   2018-07-27 2018-12-11
1650. KEYCORP NEW COM   2018-06-07 2018-12-19
400. KEYCORP NEW COM   2018-07-05 2018-12-19
2. ESTEE LAUDER COMPANIES INC CL A   2005-07-06 2018-12-14
2. ESTEE LAUDER COMPANIES INC CL A   2005-07-06 2019-01-29
1. LENNAR CORP   2017-11-14 2018-12-11
1. LIBERTY BROADBAND CORP   2017-11-14 2018-12-11
1. LIBERTY BROADBAND CORP   2017-11-14 2018-12-11
9. LIBERTY EXPEDIA HOLDINGS   2017-11-14 2018-11-14
1. LIBERTY EXPEDIA HOLDINGS   2017-11-14 2018-12-11
15. LIBERTY EXPEDIA HOLDINGS   2017-11-14 2019-05-28
1. LIBERTY MEDIA CORP DEL   2017-11-14 2018-12-11
2. LIBERTY MEDIA CORP DEL   2017-11-14 2018-12-11
3. LIBERTY MEDIA CORP DEL   2017-11-14 2018-12-11
1. M & T BK CORP   2017-11-14 2018-12-11
1. MARKEL CORPORATION HOLDING COMPANY   2017-11-14 2018-12-11
1. MARTIN MARIETTA MATLS INC   2017-11-14 2018-12-11
4. MARTIN MARIETTA MATLS INC   2017-11-14 2019-04-09
2. MARTIN MARIETTA MATLS INC   2017-11-14 2019-04-25
3. MC DONALDS CORPORATION COMMON   2009-11-24 2018-12-14
3. MC DONALDS CORPORATION COMMON   2009-11-24 2019-01-29
1. METTLER-TOLEDO INTL INC   2018-05-14 2018-12-11
1. METTLER-TOLEDO INTL INC   2018-05-14 2019-02-19
10. MICROSOFT CORP COM   2015-08-28 2018-12-14
8. MICROSOFT CORP COM   2015-08-28 2019-01-29
75. MICROSOFT CORP COM   2016-03-07 2019-02-12
2. MICROCHIP TECHNOLOGY INC   2017-11-14 2018-12-11
1. MOHAWK INDS INC   2017-11-14 2018-12-11
6. MOHAWK INDS INC   2017-11-14 2018-12-19
6. MOODYS CORP   2017-11-14 2018-08-02
5. MOODYS CORP   2017-11-14 2018-08-20
5. MOODYS CORP   2017-11-14 2018-08-30
9. MOODYS CORP   2017-11-14 2018-09-18
9. MOODYS CORP   2017-11-14 2018-10-04
1. MOODYS CORP   2017-11-14 2018-12-11
2. MOODYS CORP   2017-11-14 2018-12-19
6. MOODYS CORP   2017-11-14 2019-01-30
1. MOTOROLA SOLUTIONS INC   2017-11-14 2018-12-11
4. NESTLE S A SPONSORED ADR   2009-08-25 2018-12-14
5. NESTLE S A SPONSORED ADR   2009-08-25 2019-01-29
2. NIKE INC CL B   2015-08-28 2018-12-14
5. NIKE INC CL B   2015-08-28 2019-01-29
2. NOVO NORDISK A/S ADR   2009-08-25 2019-01-29
3. O'REILLY AUTOMOTIVE INC   2017-11-14 2018-12-19
1. O'REILLY AUTOMOTIVE INC   2017-11-14 2019-01-16
3. O'REILLY AUTOMOTIVE INC   2017-11-14 2019-01-30
2. O'REILLY AUTOMOTIVE INC   2017-11-14 2019-03-04
130. ORACLE CORPORATION   2018-05-16 2019-02-12
1. PEPSICO INC   2004-11-15 2018-12-14
3. PHILIP MORRIS INTL INC   2004-12-21 2018-12-14
4. PHILIP MORRIS INTL INC   2004-12-21 2019-06-28
8. PHILIP MORRIS INTL INC   2008-05-27 2019-06-28
10. PRAXAIR INC   2005-03-10 2018-10-31
13. PRAXAIR INC   2006-03-24 2018-10-31
20. PRAXAIR INC   2006-05-16 2018-10-31
20. PRAXAIR INC   2009-11-24 2018-10-31
5. PRAXAIR INC   2016-04-28 2018-10-31
11. PROGRESSIVE CORP OHIO   2017-11-14 2018-09-18
7. PROGRESSIVE CORP OHIO   2017-11-14 2018-10-04
1. PROGRESSIVE CORP OHIO   2017-11-14 2018-12-11
3. RESTAURANT BRANDS INTL   2017-11-14 2018-12-11
2. ROCHE HLDG LTD SPONSORED ADR   2010-01-27 2018-12-14
2. ROCHE HLDG LTD SPONSORED ADR   2011-03-14 2018-12-14
8. ROCHE HLDG LTD SPONSORED ADR   2011-03-14 2019-01-29
5. ROPER TECHNOLOGIES INC   2017-11-14 2018-08-20
6. ROPER TECHNOLOGIES INC   2017-11-14 2018-12-19
1. ROPER TECHNOLOGIES INC   2017-11-14 2019-01-30
13. ROSS STORES INC   2017-11-14 2018-07-27
20. ROSS STORES INC   2017-11-14 2018-08-02
7. ROSS STORES INC   2017-11-14 2018-08-30
16. ROSS STORES INC   2017-11-14 2018-10-04
21. ROSS STORES INC   2017-11-14 2018-11-14
17. ROSS STORES INC   2017-11-14 2018-12-19
4. S&P GLOBAL INC   2017-11-14 2018-07-27
5. S&P GLOBAL INC   2017-11-14 2018-08-02
5. S&P GLOBAL INC   2017-11-14 2018-08-30
5. S&P GLOBAL INC   2017-11-14 2018-11-14
6. S&P GLOBAL INC   2017-11-14 2018-12-19
2. S&P GLOBAL INC   2017-11-14 2019-01-16
2. SBA COMMUNICATIONS CORP   2017-11-14 2018-12-11
4. SBA COMMUNICATIONS CORP   2017-11-14 2019-03-04
1. SBA COMMUNICATIONS CORP   2017-11-14 2019-03-28
4. SBA COMMUNICATIONS CORP   2017-11-14 2019-04-09
3. SBA COMMUNICATIONS CORP   2017-11-14 2019-04-25
135. SPDR S&P 500 ETF TRUST   2018-04-04 2019-02-12
31. SPDR S&P 500 ETF TRUST   2019-01-09 2019-02-12
50. SPDR S&P 500 ETF TRUST   2019-01-09 2019-02-13
200. SPDR S&P 500 ETF TRUST   2019-01-09 2019-06-10
1300. SPDR US FINANCIAL SECTOR ETF   2018-03-02 2018-10-12
400. SPDR US FINANCIAL SECTOR ETF   2018-07-05 2018-10-12
2000. USD SHELL INTL FIN   2013-08-08 2018-08-10
4. SHERWIN-WILLIAMS COMPANY COMMON   2017-11-14 2018-08-20
5. SHERWIN-WILLIAMS COMPANY COMMON   2017-11-14 2018-09-18
5. SHERWIN-WILLIAMS COMPANY COMMON   2017-11-14 2018-10-10
12. STATE ST CORP COM   2018-02-02 2019-05-21
24. STATE ST CORP COM   2015-01-08 2019-05-21
12. STATE ST CORP COM   2015-01-09 2019-05-21
41. STATE ST CORP COM   2014-09-10 2019-05-21
9. STATE ST CORP COM   2014-09-11 2019-05-21
9. STATE ST CORP COM   2017-09-14 2019-05-21
34. STATE ST CORP COM   2013-11-22 2019-05-21
8. STATE ST CORP COM   2016-04-28 2019-05-21
17. STATE ST CORP COM   2018-02-02 2019-05-22
1. SUMMIT MATLS INC   2018-08-30 2018-12-11
350. TEXAS INSTRUMENTS INC   2018-04-24 2018-11-09
40. TOTAL S.A. SP ADR   2011-03-01 2019-05-21
1. TRANSDIGM GROUP INC   2017-11-14 2018-12-11
2. TRANSDIGM GROUP INC   2017-11-14 2019-03-04
1. TRANSDIGM GROUP INC   2017-11-14 2019-04-25
1. TRANSDIGM GROUP INC   2017-11-14 2019-06-26
1. TRANSUNION   2017-11-14 2018-12-11
8. TWENTY-FIRST CENTURY   2009-08-25 2018-12-14
9. TWENTY-FIRST CENTURY   2009-08-25 2019-01-29
85. TWENTY-FIRST CENTURY   2014-04-07 2019-03-18
30. TWENTY-FIRST CENTURY   2015-01-08 2019-03-18
103. TWENTY-FIRST CENTURY   2009-08-25 2019-03-18
9. TWENTY-FIRST CENTURY   2016-04-28 2019-03-18
4. UNION PACIFIC CORP   2014-02-03 2018-12-14
6. UNION PACIFIC CORP   2014-02-03 2019-01-29
200. UNITED TECHNOLOGIES CORP   2018-02-09 2018-11-29
90. UNITED TECHNOLOGIES CORP   2018-04-17 2018-11-29
1. UNITEDHEALTH GROUP INC   2016-09-08 2018-12-14
1. UNITEDHEALTH GROUP INC   2016-09-08 2019-01-29
4. VERISIGN INC   2017-11-14 2019-06-26
150. VERIZON COMMUNICATIONS INC   2017-02-14 2019-02-12
1. VERISK ANALYTICS INC   2017-11-14 2018-12-11
3. VERISK ANALYTICS INC   2018-02-02 2018-12-14
3. VERISK ANALYTICS INC   2018-02-02 2019-01-29
3. VERISK ANALYTICS INC   2017-11-14 2019-04-09
4. VERISK ANALYTICS INC   2017-11-14 2019-06-26
450. VICTORYSHARES US LARGE   2017-10-20 2018-10-02
300. VICTORYSHARES US LARGE   2019-04-04 2019-06-10
300. VICTORYSHARES US LARGE   2017-10-20 2019-06-10
100. VICTORYSHARES US LARGE   2018-08-22 2019-06-10
2. VISA INC CL A SHRS   2015-02-25 2018-12-14
3. VISA INC CL A SHRS   2015-02-25 2019-01-29
1. VULCAN MATERIALS COMPANY COM   2017-11-14 2018-12-11
20. WELLS FARGO & CO NEW   2013-07-10 2018-09-28
2. WELLS FARGO & CO NEW   2013-07-10 2019-01-29
85. WELLS FARGO & CO NEW   2013-07-10 2019-02-05
39. WELLS FARGO & CO NEW   2015-08-28 2019-02-05
14. WELLS FARGO & CO NEW   2016-04-28 2019-02-05
4. AON PLC   2017-11-14 2018-07-27
5. AON PLC   2017-11-14 2018-08-02
5. AON PLC   2017-11-14 2018-08-20
6. AON PLC   2017-11-14 2018-10-04
4. AON PLC   2017-11-14 2018-11-14
6. AON PLC   2017-11-14 2018-12-19
2. AON PLC   2017-11-14 2019-01-16
2. AON PLC   2017-11-14 2019-03-28
1. ARCH CAP GROUP LTD   2017-11-14 2018-12-11
3. IHS MARKIT LTD SHS   2017-11-14 2018-12-11
2. LIBERTY GLOBAL PLC CL C   2017-11-14 2018-12-11
1. LINDE PLC REG SHS   2005-03-10 2018-12-14
1. LINDE PLC REG SHS   2005-03-10 2019-01-29
17. CHUBB LTD   2013-11-22 2019-06-28
1. WIX COM LTD   2018-09-18 2018-12-11
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 780   237 543
b 762   237 525
c 1,780   1,780  
d 667   647 20
e 833   809 24
817   647 170
667   485 182
211   98 113
203   98 105
154   182 -28
8,587   6,671 1,916
7,877   697 7,180
18,004   1,949 16,055
8,505   7,412 1,093
1,417   1,357 60
747   617 130
525   493 32
949   864 85
135   34 101
134   34 100
91   92 -1
814   788 26
523   498 25
1,099   1,037 62
165   166 -1
383   332 51
55   50 5
46   47 -1
124   126 -2
1,139   1,443 -304
292   309 -17
58   63 -5
292   318 -26
203   117 86
188   213 -25
460   426 34
31,224   35,090 -3,866
8,516   8,561 -45
28,539   32,481 -3,942
9,444   4,686 4,758
968   427 541
641   265 376
521   224 297
9,930   8,617 1,313
22   35 -13
347   562 -215
690   395 295
685   395 290
258   160 98
193   103 90
590   308 282
3,463   2,374 1,089
216   156 60
866   616 250
723   1,241 -518
1,518   2,743 -1,225
36   65 -29
1,849   3,330 -1,481
4,528   1,315 3,213
112   34 78
110   34 76
59   38 21
423   334 89
29,578   35,097 -5,519
40   58 -18
566   526 40
978   963 15
55   47 8
28   28  
35   35  
26   26  
21   21  
41   41  
23   23  
25   25  
25   25  
9   9  
26   26  
51   51  
55   55  
38   38  
13   13  
9   9  
11   11  
10   10  
8   8  
7   7  
5   5  
5   5  
9   9  
7   7  
7   7  
6   6  
12   12  
13   13  
14   14  
9   9  
11   11  
8   8  
8   8  
9   9  
9   9  
8   8  
7   7  
9   9  
7   7  
16   16  
973   842 131
719   655 64
64   79 -15
1,105   1,110 -5
25   27 -2
2,741   3,058 -317
138   167 -29
143   117 26
788   586 202
39   35 4
308   243 65
216   173 43
146   146  
104   121 -17
28,007   37,608 -9,601
9,336   10,297 -961
4,935   2,261 2,674
1,573   991 582
231   142 89
150   94 56
1,069   775 294
1,493   647 846
986   431 555
301   76 225
522   127 395
50   48 2
396   471 -75
940   915 25
297   352 -55
84   103 -19
58   61 -3
24,438   33,659 -9,221
5,924   7,928 -2,004
272   39 233
263   39 224
41   58 -17
79   86 -7
79   87 -8
376   398 -22
42   44 -2
625   664 -39
39   40 -1
79   81 -2
95   108 -13
154   160 -6
1,056   1,076 -20
179   212 -33
823   847 -24
426   423 3
549   192 357
547   192 355
595   569 26
670   569 101
1,064   439 625
819   352 467
7,956   3,843 4,113
145   180 -35
119   265 -146
727   1,591 -864
1,030   859 171
857   715 142
883   715 168
1,602   1,288 314
1,458   1,288 170
145   143 2
285   286 -1
929   859 70
130   91 39
335   163 172
434   204 230
145   112 33
402   281 121
93   25 68
1,042   649 393
342   216 126
1,025   649 376
738   432 306
6,682   6,064 618
115   52 63
248   97 151
312   129 183
624   413 211
1,635   479 1,156
2,125   724 1,401
3,269   1,114 2,155
3,269   1,659 1,610
817   596 221
762   563 199
496   358 138
63   51 12
160   195 -35
62   44 18
62   36 26
258   142 116
1,503   1,282 221
1,641   1,539 102
283   256 27
1,125   833 292
1,755   1,281 474
668   448 220
1,522   1,025 497
2,113   1,345 768
1,365   1,089 276
826   635 191
983   794 189
1,030   794 236
899   794 105
1,015   953 62
367   318 49
342   332 10
727   664 63
193   166 27
802   664 138
597   498 99
36,778   35,450 1,328
8,445   8,006 439
13,752   12,912 840
57,810   51,650 6,160
34,190   36,712 -2,522
10,520   10,648 -128
2,000   2,000  
1,769   1,556 213
2,364   1,945 419
2,108   1,945 163
717   1,293 -576
1,434   1,852 -418
717   924 -207
2,450   2,963 -513
538   650 -112
538   848 -310
2,032   2,474 -442
478   508 -30
1,010   1,832 -822
13   22 -9
33,711   34,884 -1,173
2,204   2,389 -185
348   265 83
869   530 339
476   265 211
479   265 214
61   55 6
393   79 314
442   89 353
1,155   718 437
408   283 125
1,400   269 1,131
122   73 49
572   348 224
958   523 435
24,142   24,799 -657
10,864   11,229 -365
265   135 130
267   135 132
829   446 383
8,157   7,229 928
115   91 24
341   297 44
347   297 50
405   273 132
574   364 210
20,731   19,836 895
13,919   13,968 -49
13,919   13,224 695
4,640   4,672 -32
271   137 134
403   205 198
101   123 -22
1,055   838 217
100   84 16
4,151   3,563 588
1,905   2,094 -189
684   711 -27
588   572 16
705   715 -10
717   715 2
943   858 85
652   572 80
911   858 53
300   286 14
336   286 50
27   32 -5
152   131 21
45   57 -12
157   163 -6
161   163 -2
2,504   1,745 759
93   115 -22
      75
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       543
b       525
c        
d       20
e       24
      170
      182
      113
      105
      -28
      1,916
      7,180
      16,055
      1,093
      60
      130
      32
      85
      101
      100
      -1
      26
      25
      62
      -1
      51
      5
      -1
      -2
      -304
      -17
      -5
      -26
      86
      -25
      34
      -3,866
      -45
      -3,942
      4,758
      541
      376
      297
      1,313
      -13
      -215
      295
      290
      98
      90
      282
      1,089
      60
      250
      -518
      -1,225
      -29
      -1,481
      3,213
      78
      76
      21
      89
      -5,519
      -18
      40
      15
      8
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      131
      64
      -15
      -5
      -2
      -317
      -29
      26
      202
      4
      65
      43
       
      -17
      -9,601
      -961
      2,674
      582
      89
      56
      294
      846
      555
      225
      395
      2
      -75
      25
      -55
      -19
      -3
      -9,221
      -2,004
      233
      224
      -17
      -7
      -8
      -22
      -2
      -39
      -1
      -2
      -13
      -6
      -20
      -33
      -24
      3
      357
      355
      26
      101
      625
      467
      4,113
      -35
      -146
      -864
      171
      142
      168
      314
      170
      2
      -1
      70
      39
      172
      230
      33
      121
      68
      393
      126
      376
      306
      618
      63
      151
      183
      211
      1,156
      1,401
      2,155
      1,610
      221
      199
      138
      12
      -35
      18
      26
      116
      221
      102
      27
      292
      474
      220
      497
      768
      276
      191
      189
      236
      105
      62
      49
      10
      63
      27
      138
      99
      1,328
      439
      840
      6,160
      -2,522
      -128
       
      213
      419
      163
      -576
      -418
      -207
      -513
      -112
      -310
      -442
      -30
      -822
      -9
      -1,173
      -185
      83
      339
      211
      214
      6
      314
      353
      437
      125
      1,131
      49
      224
      435
      -657
      -365
      130
      132
      383
      928
      24
      44
      50
      132
      210
      895
      -49
      695
      -32
      134
      198
      -22
      217
      16
      588
      -189
      -27
      16
      -10
      2
      85
      80
      53
      14
      50
      -5
      21
      -12
      -6
      -2
      759
      -22
       
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 39,842
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 155,834 2,276,104 0.068465
2016 143,820 2,696,294 0.05334
2015 112,981 2,172,893 0.051996
2014 151,513 2,495,988 0.060703
2013 515,768 2,537,659 0.203246
2
Total of line 1, column (d) .....................
2
0.43775
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
0.08755
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
2,240,976
5
Multiply line 4 by line 3......................
5
196,197
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
653
7
Add lines 5 and 6........................
7
196,850
8
Enter qualifying distributions from Part XII, line 4,.............
8
147,770
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,306
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,306
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,306
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,520
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,214
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,214 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    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 ofbulletBANK OF AMERICA Telephone no.bullet (609) 274-6834

    Located atbullet1300 AMERICAN BOULEVARDPENNINGTONNJ ZIP+4bullet085341501
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CINDY A LABUDA PRESIDENT/CEO
    3     		0    
    15 POMPONIO CT
    PORTOLA VALLEY,CA94028
    BERNARD GANDLER DIRECTOR
    2     		0    
    1484 BULLION CIRCLE
    SAN JOSE,CA95120
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,063,832
    b
    Average of monthly cash balances.......................
    1b
    211,271
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,275,103
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,275,103
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    34,127
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,240,976
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    112,049
    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
    112,049
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,306
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,306
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    110,743
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    110,743
    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
    110,743
    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
    147,770
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    147,770
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    147,770
    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 7 110,743
    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...... 391,463
    b From 2014...... 28,948
    c From 2015...... 5,679
    d From 2016...... 10,659
    e From 2017...... 44,547
    fTotal of lines 3a through e........ 481,296
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 147,770
    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..... 110,743
    e Remaining amount distributed out of corpus 37,027
    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 5 518,323
    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) ...     		391,463
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		126,860
    10 Analysis of line 9:
    a Excess from 2014.... 28,948
    b Excess from 2015.... 5,679
    c Excess from 2016.... 10,659
    d Excess from 2017.... 44,547
    e Excess from 2018.... 37,027
    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).)
    CINDY A LABUDA
    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.
    NONE
    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:
    CINDY LABUDA
    15 POMPONIO CT
    PORTOLA VALLEY,CA94028
    (650) 599-7407
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER WITH NAME AND CONTACT INFORMATION, TAX STATUS OF APPLICANT AND DOLLAR AMOUNT OF GRANT
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE TOUCHPOINT FOUNDATION PRIMARILY SEEKS TO INCREASE THE AVAILABILITY AND ENHANCE HEALTH QUALITY
    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
    CASA OF SAN MATEO COUNTY
    330 TWIN DOLPHIN DR STE 139
    REDWOOD CITY,CA94065     		N/A PC UNRESTRICTED GENERAL 2,000
    BROWN UNIVERSITY OF PROVIDENCE
    164 ANGELL STREET
    PROVIDENCE,RI02912     		N/A PC UNRESTRICTED GENERAL 1,000
    TEEN KITCHEN PROJECT
    PO BOX 1853
    SOQUEL,CA95073     		N/A PC UNRESTRICTED GENERAL 3,000
    LIFE SKILLS TRAINING AND EDUCATIONAL
    PROGRAMS INC
    4041 BRIDGE ST
    FAIR OAKS,CA95628     		N/A PC UNRESTRICTED GENERAL 4,000
    TABLE OF PLENTY HMB A NONPROFIT
    CORPORATION
    PO BOX 3693
    HALF MOON BAY,CA94019     		N/A PC UNRESTRICTED GENERAL 2,500
    MAVERICKS COASTSIDE FOUNDATION
    PO BOX 874
    EL GRANADA,CA94018     		N/A PC UNRESTRICTED GENERAL 1,000
    COASTSIDE HOPE
    PO BOX 1089
    EL GRANADA,CA94018     		N/A PC UNRESTRICTED GENERAL 2,000
    PENINSULA JEWISH COMMUNITY CENTER
    800 FOSTER CITY BLVD
    FOSTER CITY,CA94404     		N/A PC UNRESTRICTED GENERAL 3,000
    MEALS ON WHEELS AND SENIOR OUTREACH
    SERVICES
    1300 CIVIC DRIVE
    WALNUT CREEK,CA94596     		N/A PC UNRESTRICTED GENERAL 5,000
    HEART OF THE VALLEY SERVICES FOR
    SENIORS INC
    PO BOX 418
    SANTA CLARA,CA95052     		N/A PC UNRESTRICTED GENERAL 3,500
    LOS ALTOS COMMUNITY FOUNDATION
    183 HILLVIEW AVE
    LOS ALTOS,CA94022     		N/A PC UNRESTRICTED GENERAL 1,500
    PENINSULA FAMILY SERVICE
    24 2ND AVE
    SAN MATEO,CA94401     		N/A PC UNRESTRICTED GENERAL 4,000
    VIA REHABILITATION SERVICES INC
    2851 PARK AVE
    SANTA CLARA,CA95050     		N/A PC UNRESTRICTED GENERAL 4,000
    NORTHERN CALIFORNIA PUBLIC
    BROADCASTING
    2601 MARIPOSA ST
    SAN FRANCISCO,CA94110     		N/A PC UNRESTRICTED GENERAL 1,000
    THE ARC SAN FRANCISCO
    1500 HOWARD ST
    SAN FRANCISCO,CA94103     		N/A PC UNRESTRICTED GENERAL 5,000
    LIGHTHOUSE FOR THE BLIND AND
    VISUALLY IMPAIRED
    1155 MARKET STREET 10TH FL
    SAN FRANCISCO,CA94103     		N/A PC UNRESTRICTED GENERAL 3,000
    MEALS ON WHEELS OF SAN FRANCISCO
    1375 FAIRFAX AVE
    SAN FRANCISCO,CA94124     		N/A PC UNRESTRICTED GENERAL 4,000
    HOSPICE OF SANTA CRUZ COUNTY
    940 DISC DRIVE
    SCOTTS VALLEY,CA95066     		N/A PC UNRESTRICTED GENERAL 5,000
    CALIFORNIA PACIFIC MEDICAL CENTER
    FOUNDATION
    C/O SH TAX 2200 RIVER PLAZA DR
    SACRAMENTO,CA95833     		N/A PC UNRESTRICTED GENERAL 4,000
    NORTH & SOUTH OF MARKET ADULT DAY
    HEALTH CARE CORP
    930 4TH ST 2ND FL
    SAN FRANCISCO,CA94158     		N/A PC UNRESTRICTED GENERAL 3,000
    COASTSIDE ADULT DAY HEALTH
    CENTER
    925 MAIN ST SUITE A
    HALF MOON BAY,CA94019     		N/A PC UNRESTRICTED GENERAL 10,000
    INSTITUTE ON AGING
    3575 GEARY BLVD
    SAN FRANCISCO,CA94118     		N/A PC UNRESTRICTED GENERAL 3,000
    SAN FRANCISCO FOOD BANK
    900 PENNSYLVANIA AVE
    SAN FRANCISCO,CA94107     		N/A PC UNRESTRICTED GENERAL 5,000
    SENIOR COASTSIDERS INC
    925 MAIN ST
    HALF MOON BAY,CA94019     		N/A PC UNRESTRICTED GENERAL 32,500
    EASTSIDE COLLEGE PREPARATORY
    SCHOOL INC
    1041 MYRTLE ST
    EAST PALO ALTO,CA94303     		N/A PC UNRESTRICTED GENERAL 5,000
    VILLA SIENA FOUNDATION
    1855 MIRAMONTE AVE
    MOUNTAIN VIEW,CA94040     		N/A PC UNRESTRICTED GENERAL 3,000
    SONRISAS DENTAL HEALTH INC
    430 N EL CAMINO REAL
    SAN MATEO,CA94401     		N/A PC UNRESTRICTED GENERAL 3,000
    OMBUDSMAN SERVICES OF SAN MATEO
    COUNTY INC
    711 NEVADA ST
    REDWOOD CITY,CA94061     		N/A PC UNRESTRICTED GENERAL 3,000
    THE HEALTH TRUST
    3180 NEWBERRY DR STE 200
    SAN JOSE,CA95118     		N/A PC UNRESTRICTED GENERAL 5,000
    Total .................................bullet 3a 131,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 45,037  
    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 39,842  
    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)..   84,879  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    84,879
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    TOUCHPOINT FOUNDATION
    EIN:
    94-3339119
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 2,500     2,500

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    TOUCHPOINT FOUNDATION
    EIN:
    94-3339119
    Name of Bond End of Year Book Value End of Year Fair Market Value
    0258M0EB1 AMERICAN EXPRESS CRE 2,003 2,001
    345370CR9 FORD MOTOR COMPANY 1,987 2,017
    46625HJT8 JPMORGAN CHASE & CO 5,101 5,310
    594918BB9 MICROSOFT CORP 4,002 4,107
    822582AW2 USD SHELL INTL FIN    
    437076BL5 HOME DEPOT INC 2,005 1,999
    539830BF5 LOCKHEED MARTIN CORP 2,000 2,008
    842587CS4 SOUTHERN CO 2,001 1,999
    92343VBR4 VERIZON COMMUNICATIO 4,268 4,466
    00206RCN0 AT&T INC 4,888 5,140
    035242AP1 ANHEUSER-BUSCH INBEV 1,998 2,102
    172967JP7 CITIGROUP INC 4,921 5,173
    61761JVL0 MORGAN STANLEY 3,039 3,165
    94974BGA2 WELLS FARGO & COMPAN 4,920 5,174
    037833CG3 APPLE INC 5,014 5,164
    29379VAP8 ENTERPRISE PRODUCTS 2,013 2,064
    38143U8H7 GOLDMAN SACHS GROUP 4,076 4,175
    68389XBC8 ORACLE CORP 1,919 2,058
    92826CAD4 VISA INC 2,001 2,098
    82481LAB5 SHIRE ACQ INV IRELAN 2,002 1,998

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    TOUCHPOINT FOUNDATION
    EIN:
    94-3339119
    Name of Stock End of Year Book Value End of Year Fair Market Value
    713448108 PEPSICO INC 5,696 11,927
    718172109 PHILIP MORRIS INTL I 14,476 21,517
    00287Y109 ABBVIE INC SHS 6,349 11,199
    594918104 MICROSOFT CORP COM 36,593 92,968
    771195104 ROCHE HLDG LTD SPONS 8,631 11,478
    G5480U104 LIBERTY GLOBAL PLC 1,348 1,242
    12508E101 CDK GLOBAL INC SHS    
    31620R303 FID NATIONAL FINL IN 7,226 7,456
    461202103 INTUIT INC COM    
    53046P109 LIBERTY EXPEDIA HOLD 310 335
    882508104 TEXAS INSTRUMENTS IN 6,430 21,804
    90130A101 TWENTY-FIRST CENTURY    
    913017109 UNITED TECHNOLOGIES 48,831 58,981
    31620M106 FIDELITY NATL INFO S    
    40416M105 HD SUPPLY HLDGS INC    
    44267D107 THE HOWARD HUGHES CO 4,462 4,706
    531229870 LIBERTY MEDIA CORP D 276 287
    67103H107 O'REILLY AUTOMOTIVE 5,621 9,602
    743315103 PROGRESSIVE CORP OHI 2,780 4,156
    776696106 ROPER INDS INC NEW 4,359 6,226
    893641100 TRANSDIGM GROUP INC 8,212 14,998
    929160109 VULCAN MATERIALS COM 6,762 8,101
    031162100 AMGEN INC 35,021 36,856
    143658300 CARNIVAL CORP    
    458140100 INTEL CORPORATION 30,204 50,264
    H1467J104 CHUBB LTD 12,934 17,380
    20825C104 CONOCOPHILLIPS 4,351 7,564
    30231G102 EXXON MOBIL CORP 16,720 18,851
    N07059210 ASML HLDG NV NY REG 5,379 11,436
    02209S103 ALTRIA GROUP INC 5,633 11,364
    053015103 AUTOMATIC DATA PROCE 1,132 4,629
    20030N101 COMCAST CORP NEW CL 18,609 23,550
    45662N103 INFINEON TECHNOLOGIE 6,985 4,433
    641069406 NESTLE S A SPONSORED 6,332 13,442
    949746101 WELLS FARGO & CO NEW 31,818 28,392
    G5480U120 LIBERTY GLOBAL PLC 2,578 2,414
    09215C105 BLACK KNIGHT HOLDCO 6,487 8,060
    217204106 COPART INC 4,593 8,894
    33616C100 FIRST REP BK SAN FRN 6,033 6,054
    36164V305 GCI LIBERTY INC REG 2,867 3,257
    366651107 GARTNER INC NEW CL A 7,696 9,978
    526057104 LENNAR CORP 3,540 3,005
    530307305 LIBERTY BROADBAND CO 2,263 2,710
    531229607 LIBERTY MEDIA CORP D 2,423 2,279
    717081103 PFIZER INC COM 33,615 43,970
    166764100 CHEVRONTEXACO CORP 11,180 18,542
    29444U700 EQUINIX INC 2,888 3,026
    345605109 FOREST CITY REALTY T    
    595017104 MICROCHIP TECHNOLOGY 5,202 5,115
    78410G104 SBA COMMUNICATIONS C 10,622 14,390
    824348106 SHERWIN-WILLIAMS COM 7,302 7,333
    91879Q109 VAIL RESORTS INC 6,322 5,580
    92345Y106 VERISK ANALYTICS INC 10,732 16,696
    G47567105 IHS MARKIT LTD SHS 5,003 7,200
    278865100 ECOLAB INC COM    
    531229854 LIBERTY MEDIA CORP D 3,830 4,040
    55261F104 M & T BK CORP 1,915 2,041
    615369105 MOODYS CORP 2,719 3,711
    778296103 ROSS STORES INC 384 595
    78409V104 S&P GLOBAL INC 9,358 11,617
    89400J107 TRANSUNION 5,530 6,689
    92343E102 VERISIGN INC 4,459 8,366
    17275R102 CISCO SYS INC 15,593 38,311
    456837103 ING GROEP N V SPONSO    
    68389X105 ORACLE CORPORATION 20,282 37,031
    92343V104 VERIZON COMMUNICATIO 38,674 44,276
    03524A108 ANHEUSER-BUSCH INBEV 7,328 5,753
    037833100 APPLE COMPUTER INC C 41,262 72,043
    670100205 NOVO NORDISK A/S ADR 4,938 10,923
    592688105 METTLER-TOLEDO INTL 4,602 6,720
    002824100 ABBOTT LABORATORIES 5,362 14,802
    009158106 AIR PRODUCTS AND CHE 6,930 13,356
    02079K107 ALPHABET INC SHS 17,909 27,023
    025816109 AMERICAN EXPRESS COM 8,327 14,566
    13645T100 CANADIAN PAC RY LTD 4,343 8,469
    580135101 MC DONALDS CORPORATI 8,352 17,028
    857477103 STATE ST CORP COM    
    907818108 UNION PACIFIC CORP 9,767 17,080
    112585104 BROOKFIELD ASSET MGM 12,613 14,573
    115236101 BROWN & BROWN INC 3,791 4,925
    12504L109 CBRE GROUP INC 5,954 7,233
    143130102 CARMAX INC 8,847 10,854
    55354G100 MSCI INC 1,978 3,343
    570535104 MARKEL CORPORATION H 10,792 10,896
    573284106 MARTIN MARIETTA MATL 7,140 8,054
    608190104 MOHAWK INDS INC 2,916 1,622
    620076307 MOTOROLA SOLUTIONS I 1,571 2,668
    046353108 ASTRAZENECA PLC SPON 33,130 45,408
    09247X101 BLACKROCK INC CL A 8,839 15,956
    518439104 ESTEE LAUDER COMPANI 2,105 14,649
    115637209 BROWN-FORMAN CORP CL 1,799 2,106
    194014106 COLFAX CORP 3,904 3,111
    256677105 DOLLAR GENERAL CORP 2,854 4,325
    311900104 FASTENAL CO COMMON 1,649 2,216
    531229409 LIBERTY MEDIA CORP D 1,090 1,021
    191216100 COCA-COLA CO USD 40,487 54,892
    21036P108 CONSTELLATION BRANDS 4,027 5,120
    254687106 DISNEY (WALT) COMPAN 36,836 61,023
    46625H100 J P MORGAN CHASE & C 8,884 22,695
    74005P104 PRAXAIR INC    
    89151E109 TOTAL FINA ELF S.A. 3,545 3,682
    92826C839 VISA INC CL A SHRS 12,475 26,727
    G0450A105 ARCH CAP GROUP LTD 4,952 6,007
    03662Q105 ANSYS INC 5,717 6,759
    052769106 AUTODESK INC COM 5,004 6,353
    24906P109 DENTSPLY SIRONA INC    
    43300A203 HILTON WORLDWIDE 7,488 9,188
    48238T109 KAR AUCTION SERVICES    
    530307107 LIBERTY BROADBAND CO 1,467 1,748
    76131D103 RESTAURANT BRANDS IN 9,977 10,918
    26078J100 DOWDUPONT INC COM    
    493267108 KEYCORP NEW COM    
    30303M102 FACEBOOK INC 25,665 40,723
    45866F104 INTERCONTINENTALEXCH 4,565 8,078
    46120E602 INTUITIVE SURGICAL I 6,034 14,687
    654106103 NIKE INC CL B 6,524 9,654
    91324P102 UNITED HEALTH GROUP 8,057 13,177
    G0408V102 AON PLC 2,575 3,474
    023586100 AMERCO 2,475 2,650
    278768106 ECHOSTAR HLDG CORP 637 488
    57636Q104 MASTERCARD INC 13,599 16,401
    25754A201 DOMINOS PIZZA INC 4,833 5,287
    448579102 HYATT HOTELS CORP 2,951 2,969
    40171V100 GUIDEWIRE SOFTWARE I 3,116 3,244
    422806208 HEICO CORP NEW CL A 663 1,034
    82509L107 SHOPIFY INC 638 1,201
    M98068105 WIX COM LTD 4,199 5,968
    75606N109 REALPAGE INC 3,805 3,766
    929042109 VORNADO RLTY TR COM 1,009 962
    192422103 COGNEX CORP 322 288
    489398107 KENNEDY-WILSON HLDGS 2,902 2,880
    11133T103 BROADRIDGE FINL 7,323 7,533
    48251W104 KKR & CO INC C 5,315 5,206
    86614U100 SUMMIT MATLS INC 1,775 1,810
    94419L101 WAYFAIR INC 885 876
    G5494J103 LINDE PLC REG SHS 10,788 13,253
    023135106 AMAZON COM INC 30,322 28,404
    45168D104 IDEXX LABS INC 3,444 4,405
    G5960L103 MEDTRONIC PLC SHS 26,459 29,217
    67066G104 NVIDIA CORP 26,441 32,846
    911312106 UNITED PARCEL SVC IN 36,438 33,563
    35137L105 FOX CORP REG SHS CL 3,058 2,748
    83088V102 SLACK TECHNOLOGIES I 1,916 1,988

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    TOUCHPOINT FOUNDATION
    EIN:
    94-3339119
    US Government Securities - End of Year Book Value:

    4,009
    US Government Securities - End of Year Fair Market Value:

    3,938
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2018 InvestmentsOtherSchedule2
    Name:
    TOUCHPOINT FOUNDATION
    EIN:
    94-3339119
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    81369Y605 SECTOR SPDR TR      
    92647N865 VICTORYSHARES US LAR      
    78462F103 SPDR S&P 500 ETF TRU AT COST 77,475 87,900
    6CHZ60000 LIFE ASSIST TECHNOLO AT COST 100,000 100,000
    40168W483 GUGGENHEIM LIMITED AT COST 200,010 200,447
    922908769 VANGUARD TOTAL STOCK AT COST 35,418 37,523

    TY 2018 OtherDecreasesSchedule
    Name:
    TOUCHPOINT FOUNDATION
    EIN:
    94-3339119
    Description Amount
    TIMING DIFFERENCE 5,880


    TY 2018 OtherExpensesSchedule
    Name:
    TOUCHPOINT FOUNDATION
    EIN:
    94-3339119
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 85 0   85
    INVESTMENT EXPENSES-DIVIDEND I 11 11   0
    OTHER EXPENSE (NON-DEDUCTIBLE 94 94   0
    OTHER CHARITABLE EXPENSES 1,660 0   1,660


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    TOUCHPOINT FOUNDATION
    EIN:
    94-3339119
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 31,312 18,787   12,525


    TY 2018 TaxesSchedule
    Name:
    TOUCHPOINT FOUNDATION
    EIN:
    94-3339119
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 675 675   0
    EXCISE TAX - PRIOR YEAR 964 0   0
    EXCISE TAX ESTIMATES 3,578 0   0