Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
DOUGLAS O & GAIL S TOZOUR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3606 HORIZON DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KING OF PRUSSIA, PA19406
A Employer identification number

22-2779208
B Telephone number (see instructions)

(610) 962-1686
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$1,585,458
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) 320,839
2 Check bullet.............
3 Interest on savings and temporary cash investments 57 57  
4 Dividends and interest from securities... 9,208 9,208  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 192,554
b Gross sales price for all assets on line 6a 703,953
7 Capital gain net income (from Part IV, line 2)... 192,554
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)....... 10,716 10,716  
12 Total. Add lines 1 through 11........ 533,374 212,535  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,500 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 17,650 17,650   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,150 17,650   0
25 Contributions, gifts, grants paid....... 131,650 131,650
26 Total expenses and disbursements. Add lines 24 and 25 150,800 17,650   131,650
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 382,574
b Net investment income (if negative, enter -0-) 194,885
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............. 800 64 64
2 Savings and temporary cash investments.........      
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).....   36,108 36,108
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)....... 1,079,565 Click to see attachment1,431,127 1,378,798
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).......... 242,934 Click to see attachment242,934 170,488
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) 1,323,299 1,710,233 1,585,458
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) Click to see attachment1,912 Click to see attachment1,912
23 Total liabilities (add lines 17 through 22)......... 1,912 1,912
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,321,387 1,708,321
30 Total net assets or fund balances (see instructions)..... 1,321,387 1,708,321
31 Total liabilities and net assets/fund balances (see instructions). 1,323,299 1,710,233
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
1,321,387
2
Enter amount from Part I, line 27a .....................
2
382,574
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8,208
4
Add lines 1, 2, and 3 ..........................
4
1,712,169
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,848
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,708,321
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 15 DIGITAL RLTY TR INC   2013-06-01 2018-01-10
b 3 DIGITAL RLTY TR INC   2013-07-01 2018-01-10
c 21 DIGITAL RLTY TR INC   2013-07-15 2018-01-10
d 143 DIGITAL RLTY TR INC   2013-08-15 2018-01-10
e 43 INTEL CORP   2013-05-13 2018-02-23
118 INTEL CORP   2013-06-18 2018-02-23
285 INTEL CORP   2013-07-15 2018-02-23
337 INTEL CORP   2013-08-15 2018-02-23
1 INTEL CORP   2013-09-04 2018-02-23
14 INTEL CORP   2013-09-04 2018-02-23
17 INTEL CORP   2013-12-04 2018-02-23
11 INTEL CORP   2014-03-04 2018-02-23
16 INTEL CORP   2014-03-04 2018-02-23
15 INTEL CORP   2014-06-03 2018-02-23
2 INTEL CORP   2014-09-03 2018-02-23
10 INTEL CORP   2014-09-03 2018-02-23
9 INTEL CORP   2014-12-02 2018-02-23
1 INTEL CORP   2015-03-03 2018-02-23
10 INTEL CORP   2015-03-03 2018-02-23
10 INTEL CORP   2015-06-02 2018-02-23
101 INTEL CORP   2015-08-24 2018-02-23
109 INTEL CORP   2015-08-24 2018-02-23
1 INTEL CORP   2015-09-02 2018-02-23
12 INTEL CORP   2015-09-02 2018-02-23
12 INTEL CORP   2015-12-02 2018-02-23
1 INTEL CORP   2016-03-02 2018-02-23
14 INTEL CORP   2016-03-02 2018-02-23
14 INTEL CORP   2016-06-02 2018-02-23
1 INTEL CORP   2016-09-02 2018-02-23
12 INTEL CORP   2016-09-02 2018-02-23
1 INTEL CORP   2016-12-02 2018-02-23
13 INTEL CORP   2016-12-02 2018-02-23
13 INTEL CORP   2017-03-02 2018-02-23
13 INTEL CORP   2017-06-02 2018-02-23
1 INTEL CORP   2017-09-05 2018-02-23
13 INTEL CORP   2017-09-05 2018-02-23
87 INTEL CORP   2017-11-09 2018-02-23
1 INTEL CORP   2017-12-04 2018-02-23
7 INTEL CORP   2017-12-04 2018-02-23
48 JPMPRGAN CHASE & CO   2013-03-15 2018-02-23
104 JPMPRGAN CHASE & CO   2013-04-15 2018-02-23
103 JPMPRGAN CHASE & CO   2013-05-13 2018-02-23
78 JPMPRGAN CHASE & CO   2013-06-18 2018-02-23
1 JPMPRGAN CHASE & CO   2013-08-07 2018-02-23
68 JPMPRGAN CHASE & CO   2013-08-15 2018-02-23
4 JPMPRGAN CHASE & CO   2013-11-06 2018-02-23
43 JPMPRGAN CHASE & CO   2014-05-19 2018-02-23
4 JPMPRGAN CHASE & CO   2014-08-05 2018-02-23
4 JPMPRGAN CHASE & CO   2014-11-04 2018-02-23
1 JPMPRGAN CHASE & CO   2015-02-05 2018-02-23
4 JPMPRGAN CHASE & CO   2015-02-05 2018-02-23
1 JPMPRGAN CHASE & CO   2015-05-07 2018-02-23
3 JPMPRGAN CHASE & CO   2015-05-07 2018-02-23
4 JPMPRGAN CHASE & CO   2015-08-04 2018-02-23
4 JPMPRGAN CHASE & CO   2015-11-04 2018-02-23
1 JPMPRGAN CHASE & CO   2016-02-03 2018-02-23
4 JPMPRGAN CHASE & CO   2016-02-03 2018-02-23
4 JPMPRGAN CHASE & CO   2016-05-05 2018-02-23
1 JPMPRGAN CHASE & CO   2016-08-02 2018-02-23
4 JPMPRGAN CHASE & CO   2016-08-02 2018-02-23
4 JPMPRGAN CHASE & CO   2016-11-02 2018-02-23
3 JPMPRGAN CHASE & CO   2017-02-02 2018-02-23
1 JPMPRGAN CHASE & CO   2017-05-03 2018-02-23
3 JPMPRGAN CHASE & CO   2017-05-03 2018-02-23
3 JPMPRGAN CHASE & CO   2017-08-02 2018-02-23
1 JPMPRGAN CHASE & CO   2017-11-01 2018-02-23
2 JPMPRGAN CHASE & CO   2017-11-01 2018-02-23
200 LOCKHEED MARTIN CORP   2014-02-04 2018-02-23
1 LOCKHEED MARTIN CORP   2017-01-04 2018-02-23
1 LOCKHEED MARTIN CORP   2017-03-27 2018-02-23
1 LOCKHEED MARTIN CORP   2017-03-27 2018-02-23
1 LOCKHEED MARTIN CORP   2017-06-26 2018-02-23
1 LOCKHEED MARTIN CORP   2017-09-25 2018-02-23
1330 SP 500 CLIRN ISSUER BAC   2016-05-26 2018-02-23
4393 SP 500 CLIRN ISSUER BAC   2016-05-26 2018-04-27
7928 SP 500 CLIRN ISSUER BAC   2016-05-26 2018-05-25
310 CHENIERE ENERGY   2012-07-02 2018-06-20
50 CHENIERE ENERGY   2012-07-02 2018-07-19
80 CHENIERE ENERGY   2012-07-02 2018-07-20
158 CHENIERE ENERGY   2012-07-02 2018-07-31
6000 SPSIRBK ARN ISSUER CIBC   2017-06-29 2018-08-31
17000 SP 500 CLIRN ISSUER HSBC   2016-11-22 2018-11-21
3285 SX5E CLIRNS ISSUER BNS   2017-06-29 2018-12-10
562 COAST ACCESS LTD AUDIT HOLDBACK RECONCILIATION   2004-03-01 2018-06-26
(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 1,681   928 753
b 336   185 151
c 2,353   1,330 1,023
d 16,023   7,690 8,333
e 2,007   1,038 969
5,508   3,007 2,501
13,304   6,785 6,519
15,732   7,484 8,248
47   24 23
654   313 341
794   403 391
47   23 24
747   395 352
700   409 291
47   28 19
467   347 120
420   336 84
47   37 10
467   341 126
467   336 131
4,715   2,607 2,108
5,088   2,956 2,132
47   32 15
560   339 221
560   421 139
47   30 17
653   425 228
653   442 211
47   32 15
560   435 125
47   35 12
607   440 167
607   466 141
607   472 135
47   35 12
607   457 150
4,061   4,009 52
47   38 9
327   316 11
5,545   2,400 3,145
12,015   5,092 6,923
11,900   5,091 6,809
9,011   4,209 4,802
115   56 59
7,856   3,614 4,242
462   209 253
4,968   2,311 2,657
462   233 229
462   241 221
115   57 58
462   219 243
116   61 55
347   191 156
462   279 183
462   260 202
115   63 52
462   237 225
462   255 207
116   61 55
462   256 206
462   278 184
347   255 92
115   74 41
347   262 85
347   275 72
115   97 18
231   202 29
71,126   29,070 42,056
355   254 101
355   260 95
355   265 90
356   281 75
356   308 48
14,998   13,300 1,698
50,009   43,930 6,079
91,013   79,280 11,733
20,106   4,523 15,583
3,056   730 2,326
4,932   1,167 3,765
10,073   2,305 7,768
71,520   60,000 11,520
194,718   170,000 24,718
29,987   32,850 -2,863
562   612 -50
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       753
b       151
c       1,023
d       8,333
e       969
      2,501
      6,519
      8,248
      23
      341
      391
      24
      352
      291
      19
      120
      84
      10
      126
      131
      2,108
      2,132
      15
      221
      139
      17
      228
      211
      15
      125
      12
      167
      141
      135
      12
      150
      52
      9
      11
      3,145
      6,923
      6,809
      4,802
      59
      4,242
      253
      2,657
      229
      221
      58
      243
      55
      156
      183
      202
      52
      225
      207
      55
      206
      184
      92
      41
      85
      72
      18
      29
      42,056
      101
      95
      90
      75
      48
      1,698
      6,079
      11,733
      15,583
      2,326
      3,765
      7,768
      11,520
      24,718
      -2,863
      -50
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 2 192,554
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 182,192 1,209,055 0.150690
2016 68,229 1,185,793 0.057539
2015 122,241 1,265,870 0.096567
2014 108,332 1,246,858 0.086884
2013 127,778 989,261 0.129165
2
Total of line 1, column (d) .....................
2
0.520845
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
0.104169
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,370,121
5
Multiply line 4 by line 3......................
5
142,724
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,949
7
Add lines 5 and 6........................
7
144,673
8
Enter qualifying distributions from Part XII, line 4,.............
8
131,650
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 3,898
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 3,898
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 3,898
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 527
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,527
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 1,371
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
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDOUGLAS TOZOUR Telephone no.bullet (610) 962-1686

    Located atbullet3606 HORIZON DRIVEKING OF PRUSSIAPA ZIP+4bullet19406
    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
    DOUGLAS O TOZOUR TRUSTEE
    2.00
    0 0 0
    3606 HORIZON DRIVE
    KING OF PRUSSIA,PA19406
    GAIL TOZOUR TRUSTEE
    4.00
    0 0 0
    3606 HORIZON DRIVE
    KING OF PRUSSIA,PA19406
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,352,041
    b
    Average of monthly cash balances.......................
    1b
    38,945
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,390,986
    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
    1,390,986
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    20,865
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,370,121
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    68,506
    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
    68,506
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,898
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,898
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    64,608
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    64,608
    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
    64,608
    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
    131,650
    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
    131,650
    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
    131,650
    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 64,608
    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...... 78,840
    b From 2014...... 47,192
    c From 2015...... 59,988
    d From 2016...... 8,970
    e From 2017...... 122,775
    fTotal of lines 3a through e........ 317,765
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 131,650
    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..... 64,608
    e Remaining amount distributed out of corpus 67,042
    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 5 384,807
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 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) ...
    78,840
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    305,967
    10 Analysis of line 9:
    a Excess from 2014.... 47,192
    b Excess from 2015.... 59,988
    c Excess from 2016.... 8,970
    d Excess from 2017.... 122,775
    e Excess from 2018.... 67,042
    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).)
    DOUGLAS O TOZOUR
    GAIL TOZOUR
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALEX'S LEMONADE STAND FOUNDATION
    111 PRESIDENTIAL BLVD 203
    BALA CYNWYD,PA19004
    NONE PC TO FUND MEDICAL RESEARCH FOR CHILDHOOD CANCER 323
    ARTS CENTER OF COASTAL CAROLINA
    14 SHELTER COVE LN
    HILTON HEAD ISLAND,SC29928
    NONE PC TO FURTHER A COMMUNITY OF CULTURE AND SUPPORT LOCAL ARTS 2,755
    BISHOP'S ANNUAL APPEAL
    901 ORANGE GROVE ROAD
    CHARLESTON,SC29407
    NONE PC TO FURTHER RELIGIOUS PROGRESS AND SUPPORT CHARITIES 1,000
    BOYS GIRLS CLUB OF HILTON HEAD
    151 GUMTREE RD
    HILTON HEAD ISLAND,SC29926
    NONE PC TO SUPPORT YOUTH PROGRAMS 400
    BRYN MAWR FIRE CO
    901 W LANCASTER AVE
    BRYN MAWR,PA19010
    NONE PC TO SUPPORT FIRE SAFETY AND RESCUE 65
    CHOP
    3401 CIVIC CENTER BLVD
    PHILADELPHIA,PA19104
    NONE PC TO FUND CHILDHOOD MEDICAL RESEARCH AND TREATMENT 25
    CRISTO REY PHILA HIGH SCHOOL
    5218 N BROAD ST
    PHILADELPHIA,PA19141
    NONE PC TO SUPPORT CATHOLIC SECONDARY EDUCATION 10,000
    CYSTIC FIBROSIS FOUNDATION
    2004 SPROUL RD 102
    BROOMALL,PA19008
    NONE PC TO FUND MEDICAL RESEARCH & TREATMENT FOR CYSTIC FIBROSIS 1,400
    HOLY FAMILY CATHOLIC CHURCH
    24 POPE AVENUE
    HILTON HEAD ISLAND,SC29928
    NONE PC TO FURTHER RELIGIOUS PROGRESS AND SUPPORT EDUCATION 100
    IMMACULATE CONCEPTION ACADEMY
    903 CHESTNUT ST
    PHILADELPHIA,PA19518
    NONE PC TO FURTHER RELIGIOUS PROGRESS AND SUPPORT EDUCATION 1,000
    LISA'S ARMY
    8945 RIDGE AVE UNIT 8
    PHILADELPHIA,PA19128
    NONE PC TO SUPPORT INDIVIDUALS UNDERGOING CANCER TREATMENTS 50
    NATIONAL LIBERTY MUSEUM
    321 CHESTNUT ST
    PHILADELPHIA,PA19106
    NONE PC TO FURTHER A COMMUNITY OF CULTURE 50,000
    PENN STATE UNIVERISTY
    OLD MAIN
    STATE COLLEGE,PA16801
    NONE PC TO SUPPORT HIGHER EDUCATION 360
    PREGNANCY CENTER & CLINIC
    1 CARDINAL ROAD SUITES 1-2
    HILTON HEAD ISLAND,SC29926
    NONE PC TO PROVIDE EDUCATION, AND PREGANANCY RELATED HEALTHCARE TO WOMEN 175
    SMILE TRAIN
    41 MADISON AVENUE 28TH FLOOR
    NEW YORK,NY10010
    NONE PC FUNDRAISING TO LOCAL DOCTORS TO PROVIDE SURGERY AND CLEFT CARE FOR CHILDREN IN DEVELOPMENT CONTRIES 250
    SPIN
    10501 DRUMMOND ROAD
    PHILADELPHIA,PA19154
    NONE PC TO SUPPORT SERVICES FOR CHILDREN AND ADULTS WITH AUTISM AND INTELLECTUAL/DEVELOPMENTAL DISABILITIES 92
    ST FANCIS BY THE SEA
    45 BEACH CITY ROAD
    HILTON HEAD ISLAND,SC29926
    NONE PC TO FURTHER RELIGIOUS PROGRESS 2,225
    WEXFORD PLANTATION CHARITY FD
    111 WEXFORD CLUB DRIVE
    HILTON HEAD ISLAND,SC29928
    NONE PC TO SUPPORT LOCAL COMMUNITY IN INITIATIVES 10,300
    YOUNG LIFE
    PO BOX 520
    COLORADO SPRINGS,CO80901
    NONE PC TO SUPPORT YOUTH PROGRAMS 2,400
    DAVE MARK
    1914 S 214 ST
    OMAHA,NE68022
    NONE INDIVIDUAL TO SUPPORT MEDICAL EXPENSES FOR ACCIDENT VICTIM 250
    POLICE ATHLETIC LEAGUE
    1100 W ROCKLAND ST
    PHILADELPHIA,PA19141
    NONE PC TO SUPPORT LITERACY ACTIVITIES, ARTS PROJECTS, COMMUNITY SERVICE 140
    NATIONAL LIBERTY MUSEUM
    321 CHESTNUT ST
    PHILADELPHIA,PA19106
    NONE PC TO FURTHER A COMMUNITY OF CULTURE 15,000
    PHILABUNDANCE
    3616 S GALLOWAY ST
    PHILADELPHIA,PA19148
    NONE PC TO FURTHER RELIGIOUS PROGRESS 100
    TOZOUR EVANGELISTIC MINISTRIES
    5600 NORTH BRIGHTON AVENUE
    KANSAS CITY,MO64119
    NONE PC TO SUPPORT LOCAL COMMUNITY IN INITIATIVES 2,000
    ARTHRITIS FON
    111 S INDEPENDENCE MALL E
    PHILADELPHIA,PA19106
    NONE PC TO SUPPORT WELLNESS PROGRAM 25
    AUTISM SPEAKS
    216 N HADDON AVE 403
    WESTMONT,PA08108
    NONE PC TO SUPPORT AUTISM RESEARCH 150
    COLONIAL SCH DIST ED
    230 FLOURTOWN RD
    PLYMOUTH MEETING,PA19462
    NONE PC TO SUPPORT COLONIAL SCHOOL EDUCATION 50
    DV GBC
    2401 WALNUT ST 103
    PHILADELPHIA,PA19103
    NONE PC TO SUPPORT HIGHER EDUCATION 500
    FUND A CURE
    216 W MARKET ST
    GREENSBORO,NC27401
    NONE PC TO PROVIDE GLOBAL MEDICAL SUPPORT 1,000
    HABITAT FOR HUMANITY
    1829 N 19TH ST
    PHILADELPHIA,PA19121
    NONE PC TO SUPPORT BUILDING SIMPLE, DECENT AND AFFORDABLE HOUSING 1,500
    HEADSTONG FOUNDATION
    232 GREEN AVE
    HOLMES,PA19043
    NONE PC TO SUPPORT FAMILIES AFFECTD BY CANCER 75
    HEROES INC
    1200 29TH ST NW
    WASHINGTON,DC20007
    NONE PC TO SUPPORT WOUNDED VETERANS 97
    IR FON HELPING HANDS
    3713 PINE ST
    JACKSONVILLE,FL32205
    NONE PC TO FUNDRAISING FOR CHILDREN SUPPORT 50
    LFWMH
    20 TOWNE DRIVE 199
    BLUFFTON,SC29909
    NONE PC TO SUPPORT WOUNDED VETERANS 1,200
    LOAVES & FISHES FOOD PANTRY
    703 LINCOLN AVE
    PROSPECT PARK,PA19076
    NONE PC TO SUPPORT LOCAL COMMUNITY AND CHARITIES 233
    ONE SIMPLE WISH
    1977 N OLDEN AVE 292
    TRENTON,NJ08618
    NONE PC TO FUNDRAISING FOR CHILDREN SUPPORT 194
    PHIL STARR
    1025 GROSSTOWN RD
    STOWE,PA19464
    NONE PC TO PROVIDE GLOBAL MEDICAL SUPPORT 35
    RECOVERY CHAIR
    PO BOX 463
    MT LAUREL,NJ08054
    NONE PC TO PROVIDE EDUCATION AND TRAINING TO STUDENTS AND ADULTS 325
    SANDY HOOK PROMISE
    13 CHURCH HILL RD
    NEWTOWN,CT06470
    NONE PC TO PROVIDE EDUCATION AND TRAINING TO STUDENTS AND ADULTS 26
    ST MARGARET SCHOOL
    227 N NARBERTH AVE
    NARBERTH,PA19072
    NONE PC TO FURTHER RELIGIOUS EDUCATION 205
    THE CHILDREN'S HEART FON
    5 REVERE DRIVE ONE NORTHBROOK PLACE
    SUITE 200
    NORTHBROOK,IL60062
    NONE PC TO SUPPORT CHILREN'S HEART DEFECT RESEARCH 25
    THE DELBARTON SCHOOL
    230 MENDHAM ROAD
    MORRISTOWN,NJ07960
    NONE PC TO SUPPORT HIGHER EDUCATION 500
    UNITED WAY GREATER
    1709 BENJAMIN FRANKLIN PARKWAY
    PHILADELPHIA,PA19014
    NONE PC TO FURTHER RELIGIOUS PROGRESS AND SUPPORT EDUCATION 5,000
    UNIVERSITY OF PA
    PHILADELPHIA
    PHILADELPHIA,PA19104
    NONE PC TO SUPPORT HIGHER EDUCATION 50
    USNA FOUNDATION
    PO BOX 79169
    BALTIMORE,MD21279
    NONE PC TO SUPPORT NAVAL ACADEMY 20,000
    Total .................................bullet 3a 131,650
    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 57  
    4 Dividends and interest from securities....     14 9,208  
    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.....     14 10,716  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 192,554  
    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).. 0 212,535 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    212,535
    (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
    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
    DOUGLAS O & GAIL S TOZOUR FOUNDATION
     
    Employer identification number

    22-2779208
    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
    DOUGLAS O & GAIL S TOZOUR FOUNDATION
     
    Employer identification number
    22-2779208
    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
    DOUGLAS AND GAIL TOZOUR  
    3606 HORIZON DRIVE
     
    KING OF PRUSSIA, PA19406

    $ 319,339


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    DOUGLAS AND GAIL TOZOUR
     
    3606 HORIZON DRIVE
     
    KING OF PRUSSIA, PA19406

    $ 1,500


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

    $  


    (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.)
    (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
    DOUGLAS O & GAIL S TOZOUR FOUNDATION
     
    Employer identification number

    22-2779208
    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
    1
    494 SHRS AMN ELEC POWER CO. STOCK $ 39,529 2018-12-31
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    75 SHRS BOEING COMPANY STOCK $ 30,368 2018-12-31
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    1,388 SHRS CISCO SYSTEMS INC COM STOCK $ 65,500 2018-12-31
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    673 SHRS COCA COLA COM STOCK $ 33,314 2018-12-31
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    243 SHRS DIGITAL RLTY TR INC STOCK $ 27,294 2018-12-31
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    194 SHRS MCDONALDS CORP $ 33,902 2018-12-31
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    DOUGLAS O & GAIL S TOZOUR FOUNDATION
     
    Employer identification number

    22-2779208
    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
    1
    893 SHRS PFIZER INC. $ 37,711 2018-12-31
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    919 SHRS TORONTO DOMINION BANK $ 51,721 2018-12-31
    (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
    DOUGLAS O & GAIL S TOZOUR FOUNDATION
     
    Employer identification number

    22-2779208
    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 InvestmentsCorpStockSchedule
    Name:
    DOUGLAS O & GAIL S TOZOUR FOUNDATION
    EIN:
    22-2779208
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENT IN CMS 500,000 500,000
    ML-SECURITIES 721,554 690,681
    ML-MUTUAL FUNDS 209,573 188,117

    TY 2018 InvestmentsOtherSchedule2
    Name:
    DOUGLAS O & GAIL S TOZOUR FOUNDATION
    EIN:
    22-2779208
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LINCOLN LIFE ANNUITY AT COST 242,934 170,488

    TY 2018 OtherDecreasesSchedule
    Name:
    DOUGLAS O & GAIL S TOZOUR FOUNDATION
    EIN:
    22-2779208
    Description Amount
    ADJUSTMENT TO COST BASIS 3,848


    TY 2018 OtherExpensesSchedule
    Name:
    DOUGLAS O & GAIL S TOZOUR FOUNDATION
    EIN:
    22-2779208
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY MANAGEMENT FEES 150 150   0
    INSURANCE PREMIUMS 17,500 17,500   0


    TY 2018 OtherIncomeSchedule2
    Name:
    DOUGLAS O & GAIL S TOZOUR FOUNDATION
    EIN:
    22-2779208
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM ANNUITIES 10,716 10,716 10,716


    TY 2018 OtherIncreasesSchedule
    Name:
    DOUGLAS O & GAIL S TOZOUR FOUNDATION
    EIN:
    22-2779208
    Description Amount
    PRIOR PERIOD ADJUSTMENT 3,025
    RETURN OF CAPITAL PROCEEDS 2,244
    NONDIVIDEND DISTRIBUTIONS 2,939


    TY 2018 OtherLiabilitiesSchedule
    Name:
    DOUGLAS O & GAIL S TOZOUR FOUNDATION
    EIN:
    22-2779208
    Description Beginning of Year - Book Value End of Year - Book Value
    OVERDRAFT LOAN PAYABLE 1,912 1,912


    TY 2018 TaxesSchedule
    Name:
    DOUGLAS O & GAIL S TOZOUR FOUNDATION
    EIN:
    22-2779208
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 1,500 0   0