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
CH FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)6102 82ND STREET 8A
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LUBBOCK, TX79424
A Employer identification number

75-1534816
B Telephone number (see instructions)

(806) 792-0448
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$195,910,023J 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 56,790 56,790  
4 Dividends and interest from securities... 4,283,002 4,283,002  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,039,484
b Gross sales price for all assets on line 6a 58,864,070
7 Capital gain net income (from Part IV, line 2)... 3,039,484
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)....... Click to see attachment 5,743,615 5,743,615  
12 Total. Add lines 1 through 11........ 13,122,891 13,122,891  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 277,125 27,713   249,412
14 Other employee salaries and wages...... 4,263 426   3,837
15 Pension plans, employee benefits....... 21,067 2,107   18,960
16a Legal fees (attach schedule)......... Click to see attachment 13,330 1,333   11,997
b Accounting fees (attach schedule)....... Click to see attachment 24,890 2,489   22,401
c Other professional fees (attach schedule).... Click to see attachment 195,848 193,388   2,459
17 Interest............... 60,842     60,842
18 Taxes (attach schedule) (see instructions)... Click to see attachment 776,432 613,347    
19 Depreciation (attach schedule) and depletion... Click to see attachment 882,736 862,106  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 6,348 635   5,713
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 698,665 614,545   84,120
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,961,546 2,318,089   459,741
25 Contributions, gifts, grants paid....... 10,074,058 10,074,058
26 Total expenses and disbursements. Add lines 24 and 25 13,035,604 2,318,089   10,533,799
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 87,287
b Net investment income (if negative, enter -0-) 10,804,802
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............. 637,735 547,270 547,266
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).....      
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)....... 164,150,431 Click to see attachment169,995,447 169,429,006
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet12,814,396
Less: accumulated depreciation (attach schedule) bullet12,494,089 322,048 Click to see attachment320,307 12,814,396
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,789,461    
14 Land, buildings, and equipment: basis bullet828,588
Less: accumulated depreciation (attach schedule) bullet124,386 724,831 Click to see attachment704,202 809,781
15 Other assets (describe bullet) Click to see attachment301,461 Click to see attachment12,309,574 Click to see attachment12,309,574
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 170,925,967 183,876,800 195,910,023
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 attachment230 Click to see attachment12,000,064
23 Total liabilities (add lines 17 through 22)......... 230 12,000,064
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 170,925,737 171,876,736
30 Total net assets or fund balances (see instructions)..... 170,925,737 171,876,736
31 Total liabilities and net assets/fund balances (see instructions). 170,925,967 183,876,800
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
170,925,737
2
Enter amount from Part I, line 27a .....................
2
87,287
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
863,712
4
Add lines 1, 2, and 3 ..........................
4
171,876,736
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
171,876,736
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 JP MORGAN - 2008 P    
b JP MORGAN - 2008 P    
c JP MORGAN - 3006 P    
d JP MORGAN - 3006 P    
e PRIVATE ADVISORS STABLE VALUE FUND P    
JPM MM 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 20,674,426   20,027,970 646,456
b 33,702,573   33,159,341 543,232
c 343,393   331,627 11,766
d 532,764   471,368 61,396
e 2,510,808   1,833,641 677,167
    639 -639
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       646,456
b       543,232
c       11,766
d       61,396
e       677,167
      -639
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 3,039,484
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 3 657,583
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 9,477,015 189,757,388 0.049943
2016 8,823,419 180,208,167 0.048962
2015 10,607,193 186,708,663 0.056811
2014 9,895,639 196,250,520 0.050424
2013 9,007,278 185,250,770 0.048622
2
Total of line 1, column (d) .....................
2
0.254762
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
0.050952
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
194,019,061
5
Multiply line 4 by line 3......................
5
9,885,659
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
108,048
7
Add lines 5 and 6........................
7
9,993,707
8
Enter qualifying distributions from Part XII, line 4,.............
8
10,533,799
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 1 108,048
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 108,048
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 108,048
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 117,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 132,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 23,952
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet23,952 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    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 addressbulletWWW.CHFOUNDATIONLUBBOCK.COM
    14
    The books are in care ofbulletCHERYL SANFORD Telephone no.bullet (806) 792-0448

    Located atbullet6102 82ND STREET SUITE 8ALUBBOCKTX ZIP+4bullet79424
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
     
    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
    KAY SANFORD TRUSTEE/PRES
    000.00     		101,125 0 0
    9307 QUINTON AVENUE
    LUBBOCK,TX79424
    KEVIN G MCMAHON TRUSTEE
    000.00     		2,000 0 0
    4011 88TH PLACE
    LUBBOCK,TX79423
    KATHY GILBREATH TRUSTEE/VP
    000.00     		2,000 0 0
    4603 5TH STREET
    LUBBOCK,TX79416
    MARK GRIFFIN TRUSTEE
    000.00     		2,000 0 0
    PO BOX 10128
    LUBBOCK,TX79408
    SUZANNE BLAKE TRUSTEE
    000.00     		0 0 0
    PO BOX 2161
    LUBBOCK,TX79408
    SANDY OGLETREE EXECTIVE DIR
    000.00     		0 0 0
    PO BOX 94038
    LUBBOCK,TX79493
    CHERYL SANFORD TREASURER
    000.00     		81,500 0 0
    5319 COUNTY ROAD 7560
    LUBBOCK,TX79424
    HEATHER HOCKER GRANT ADMIN
    000.00     		88,500 0 0
    4603 8TH ST
    LUBBOCK,TX79416
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    180,318,861
    b
    Average of monthly cash balances.......................
    1b
    3,365,862
    c
    Fair market value of all other assets (see instructions)................
    1c
    13,288,943
    d
    Total (add lines 1a, b, and c).........................
    1d
    196,973,666
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    196,973,666
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,954,605
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    194,019,061
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    9,700,953
    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
    9,700,953
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    108,048
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    108,048
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    9,592,905
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    9,592,905
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    9,592,905
    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
    10,533,799
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    10,533,799
    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
    108,048
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    10,425,751
    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 9,592,905
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 1,181,813
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 10,533,799
    a Applied to 2017, but not more than line 2a 1,181,813
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 9,351,986
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		240,919
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NA
    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.
    NA
    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:
    HEATHER HOCKER
    6102 82ND STREET SUITE 8A
    LUBBOCK,TX79424
    (806) 792-0448
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT REQUESTS SHOULD BE IN WRITING AND INCLUDE (1) A BRIEF BACKGROUND OF THE ORGANIZATION; (2) A DESCRIPTION OF THE PROPOSED PROJECT AND A CONCISE STATEMENT OF ITS OBJECTIVES AND GOALS; (3) AN EXPLANATION OF THE PROPOSED USE OF FUNDS; (4) A DETAILED BUDGET, OTHER SOURCES OF DOCUMENTS FROM INTERNAL REVENUE SERVICE SHOWING TAX EXEMPT STATUS; (5) A STATEMENT OF APPROVAL OF THE REQUEST SIGNED BY THE CHIEF ADMINISTRATOR AND THE CHAIRMAN OF THE BOARD AND THE NAME OF THE PRIMARY CONTACT PERSON FOR FOLLOW UP; (6) MOST RECENT FINANCIAL REPORT; AND (7) PLAN FOR SUSTAINING THE PROJECT AFTER GRANT FUNDS EXPIRE.
    cAny submission deadlines:
    MAY 1ST OF EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE GENERALLY RESTRICTED TO ORGANIZATIONS WHOSE SERVICES BENEFIT THE SOUTH PLAINS AREA OF TEXAS.
    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
    ALL SAINTS EPISCOPAL SCHOOL
    3222 103RD STREET
    LUBBOCK,TX79423     		NONE PAID SUPPORT FOR SCHOLARSHIPS 50,000
    ALSTROM ANGELS
    5121 69TH STREET SUITE B1
    LUBBOCK,TX79424     		NONE PAID SUPPORT FOR MILESTONES DEVELOPMENT P 250,000
    AMERICAN CANCER SOCIETY
    3513 10TH ST
    LUBBOCK,TX79415     		NONE PAID SUPPORT FOR HOPE LODGE LUBBOCK CAPIT 11,825
    AMERICAN RED CROSS
    2201 19TH STREET
    LUBBOCK,TX794014507     		NONE PAID SUPPORT FOR DISASTER CYCLE SERVICES 15,000
    AMERICAN WIND POWER CENTER
    1701 CANYON LAKE DRIVE
    LUBBOCK,TX79403     		NONE PAID SUPPORT FOR IMPROVEMENTS TO THE ORIG 60,000
    BAILEY COUNTY SENIOR CITIZENS ASSOC
    P O BOX 292
    MULESHOE,TX79347     		NONE PAID SUPPORT FOR BAILEY COUNTY SENIOR CEN 22,872
    BALLET LUBBOCK
    5702 GENOA AVE
    LUBBOCK,TX79424     		NONE PAID SUPPORT FOR BUILDING CONSTRUCTION; 4 250,000
    BALLET LUBBOCK
    5702 GENOA AVENUE
    LUBBOCK,TX79424     		NONE PAID SUPPORT FOR THE NUTCRACKER 2018 51,000
    BALLET LUBBOCK
    5702 GENOA AVENUE
    LUBBOCK,TX79424     		NONE PAID SUPPORT FOR BALLET LUBBOCK 2018-2019 20,000
    BALLET LUBBOCK
    5702 GENOA AVENUE
    LUBBOCK,TX79424     		NONE PAID SUPPORT FOR 2019 SPRING PRODUCTION - 19,000
    BALLET LUBBOCK
    5702 GENOA AVENUE
    LUBBOCK,TX79424     		NONE PAID SUPPORT FOR 2018-2019 OUTREACH PROGR 10,000
    BAYER MUSEUM OF AGRICULTURE
    PO BOX 505
    LUBBOCK,TX79408     		NONE PAID SUPPORT FOR AGWORKS LITERACY WING PR 16,991
    BIG BROTHERS BIG SISTERS
    3416 KNOXVILLE AVE
    LUBBOCK,TX79413     		NONE PAID SUPPORT FOR YOUTH THREATENED BY EXTR 30,000
    BOY SCOUTS - SOUTH PLAINS COUNCIL
    30 BRIERCROFT OFFICE PARK
    LUBBOCK,TX79412     		NONE PAID SUPPORT FOR LOTT SCOUT SERVICE CENT 35,000
    BROWNFIELD SENIOR CITIZENS CENTER
    POST OFFICE BOX 1021BROWN
    LUBBOCK,TX79316     		NONE PAID SUPPORT FOR OPERATING FUNDS 15,000
    BUCKNER CHILDREN AND FAMILY SERVICE
    129 BRENTWOOD AVE
    LUBBOCK,TX79416     		NONE PAID SUPPORT FOR LUBBOCK FOSTER CHILDREN 35,400
    CAERUS ENSEMBLE
    3110 22ND STREET
    LUBBOCK,TX79410     		NONE PAID SUPPORT FOR 2019 CONCERT SEASON 2,000
    CAPROCK AMBUCS
    P O BOX 93871
    LUBBOCK,TX79493     		NONE PAID SUPPORT FOR CAPROCK AMBUCS AMTRYKES 10,000
    CHARLES ADAMS STUDIO PROJECT
    602 AVENUE J
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR ARTS FELLOWSHIPS 20,000
    CHILDREN'S HOME OF LUBBOCK
    PO BOX 2824
    LUBBOCK,TX79408     		NONE PAID SUPPORT FOR FAMILY SUPPORT PROGRAM 69,014
    COALITION OF COMMUNITY ASSISTANCE V
    3212 AVENUE Q
    LUBBOCK,TX79411     		NONE PAID SUPPORT FOR BUILDING PURCHASE 50,000
    COMMUNITIES IN SCHOOLS OF THE SOUTH
    1946 AVE Q 3RD FLOOR
    LUBBOCK,TX79411     		NONE PAID SUPPPORT FOR SOUTH PLAINS PROGRAM EX 30,000
    COMMUNITY FOUNDATION OF WEST TEXAS
    6102 82ND STREET 8B
    LUBBOCK,TX79424     		NONE PAID SUPPORT FOR FUNDING INFORMATION NETW 2,455
    COVENANT HEALTH FOUNDATION
    3623 22ND PLACE
    LUBBOCK,TX79410     		NONE PAID CHALLENGE GRANT FOR MASTER FACILITY 1,000,000
    EARLY LEARNING CENTERS OF LUBBOCK
    1639 MAIN STREET
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR CHILDCARE FEE ASSISTANCE 145,000
    FAMILY COUNSELING SERVICES
    5701 AVE P
    LUBBOCK,TX79412     		NONE PAID SUPPORT FOR COUNSELOR PRACTICUM 60,000
    FAMILY GUIDANCE & OUTREACH CENTER O
    5 BRIERCROFT OFFICE PARK
    LUBBOCK,TX79412     		NONE PAID SUPPORT FOR SCHOOL BASED PROGRAMS 41,500
    FAMILY PROMISE OF LUBBOCK INC
    PO BOX 1258
    LUBBOCK,TX79408     		NONE PAID SUPPORT FOR CASE MANAGER, HOMELESS C 22,500
    FLATLANDS DANCE THEATRE
    PO BOX 93001
    LUBBOCK,TX794933001     		NONE PAID SUPPORT FOR 2018-2019 SEASON 3,000
    FOUNDATION FOR INSPIRATION AND RECO
    5101 71ST STREET
    LUBBOCK,TX79424     		NONE PAID SUPPORT FOR 2019 LUBBOCKFIRST TECH C 10,000
    FRIENDS OF THE LIBRARY
    1306 9TH STREET
    LUBBOCK,TX79410     		NONE PAID SUPPORT FOR E-BOOKS AND AUDIO BOOKS 19,991
    GIRL SCOUTS OF TEXAS OKLAHOMA PLAIN
    2567 74TH STREET
    LUBBOCK,TX79423     		NONE PAID SUPPORT FOR GIRL SCOUT LEADERSHIP EX 40,000
    GOODWILL INDUSTRIES OF NORTHWEST TE
    715 28TH STREET
    LUBBOCK,TX79404     		NONE PAID SUPPORT FOR TRAINING, PLACEMENT AND 85,000
    GUADALUPE-PARKWAY CENTERS
    405 N MLK JR BLVD
    LUBBOCK,TX79403     		NONE PAID SUPPORT FOR SUMMER BLAST 99,000
    GUADALUPE-PARKWAY CENTERS
    405 N MLK JR BLVD
    LUBBOCK,TX79403     		NONE PAID SUPPORT FOR TEEN OUTREACH/MAKING A D 22,000
    INSIDE OUT FOUNDATION
    4630 50TH STREET SUITE 1
    LUBBOCK,TX79414     		NONE PAID SUPPORT AESTHETICS PROGRAM 15,000
    JUNIOR LEAGUE OF LUBBOCK INC
    4205 84TH STREET
    LUBBOCK,TX79423     		NONE PAID SUPPORT FOR FOOD2KIDS 25,000
    LEGAL AID SOCIETY OF LUBBOCK INC
    916 MAIN STREET SUITE 10
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR WEBSITE 6,500
    LITERACY LUBBOCK
    1306 9TH STREET
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR LITERACY LUBBOCK PROGRAM 37,000
    LLANO ESTACADO SILVER STAR BOARD
    P O BOX 65195
    LUBBOCK,TX79464     		NONE PAID SUPPORT FOR ADULT PROTECTIVE SERVICE 6,000
    LUBBOCK AREA UNITED WAY
    1655 MAIN STREET SUITE 1
    LUBBOCK,TX79413     		NONE PAID SUPPORT FOR 2018 ANNUAL CAMPAIGN 124,000
    LUBBOCK ARTS ALLIANCE
    1500 BROADWAY SUITE 1202
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR 41ST ANNUAL LUBBOCK ARTS 42,000
    LUBBOCK ARTS ALLIANCE
    1500 BROADWAY SUITE 1202
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR ARTADVENTURES ART EDUCA 20,000
    LUBBOCK ARTS ALLIANCE
    1500 BROADWAY SUITE 1202
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR LUBBOCK CULTURAL DISTRIC 15,000
    LUBBOCK CHAMBER OF COMMERCE FOUNDAT
    1500 BROADWAY SUITE 101
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR LUBBOCK CHAMBER YOUNG EN 14,400
    LUBBOCK CHAMBER OF COMMERCE FOUNDAT
    1500 BROADWAY SUITE 101
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR THE LUBBOCK COUNTY EXPO 70,000
    LUBBOCK CHILDREN'S HEALTH CLINIC
    PO BOX 12103
    LUBBOCK,TX79452     		NONE PAID SUPPORT FOR OPERATIONAL SUPPORT FOR 90,000
    THE LUBBOCK CHORALE
    5815 82ND ST STE 145PMB
    LUBBOCK,TX79424     		NONE PAID SUPPORT FOR 2018-2019 CONCERT SEASON 24,000
    LUBBOCK CHRISTIAN SCHOOLS
    2604 DOVER AVE
    LUBBOCK,TX79407     		NONE PAID CONSTRUCTION OF ELEMENTARY SCHOOL BL 20,000
    LUBBOCK CHRISTIAN UNIVERSITY
    5601 19TH ST
    LUBBOCK,TX79407     		NONE PAID SUPPORT FOR WASHINGTON DC INTERNSHIP 150,000
    LUBBOCK CHRISTIAN UNIVERSITY
    5601 19TH ST
    LUBBOCK,TX79407     		NONE PAID SUPPORT FOR MUSIC REHEARSAL HALL; 2N 100,000
    LUBBOCK CHRISTIAN UNIVERSITY
    5601 19TH ST
    LUBBOCK,TX79407     		NONE PAID SUPPORT FOR WASHINGTON DC INTERNSHIP 100,000
    LUBBOCK CHRISTIAN UNIVERSITY
    5601 19TH ST
    LUBBOCK,TX79407     		NONE PAID SUPPORT FOR MUSIC REHEARSAL HALL; 3R 100,000
    LUBBOCK COMMUNITY THEATRE
    4232 B BOSTON AVENUE
    LUBBOCK,TX79413     		NONE PAID SUPPORT FOR 2018-2019 SEASON 28,950
    LUBBOCK ENTERTAINMENT AND PERFORMIN
    1500 BROADWAY SUITE 1254
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR CONSTRUCTION OF BUDDY HO 2,000,000
    LUBBOCK ENTERTAINMENT AND PERFORMIN
    1500 BROADWAY STREET SUI
    LUBBOCK,TX79401     		NONE PAID OPERATING SUPPORT FOR LUBBOCK ENTERT 368,000
    LUBBOCK ENTERTAINMENT AND PERFORMIN
    1500 BROADWAY STREET SUI
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR JACK DIAMND LECTURE SPON 3,000
    LUBBOCK HABITAT FOR HUMANITY
    2910 AVENUE N
    LUBBOCK,TX79411     		NONE PAID SUPPORT FOR RAIDER WELCOME WEEK HOUS 40,000
    LUBBOCK INDEPENDENT SCHOOL DISTRICT
    1628 19TH STREET
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR BYRON MARTIN ADVANCED TE 300,000
    LUBBOCK INDEPENDENT SCHOOL DISTRICT
    3201 AVENUE Q
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR SUPERINTENDENT SCHOLARS 5,000
    LUBBOCK INDEPENDENT SCHOOL DISTRICT
    1628 19TH STREET
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR BYRON MARTIN ADVANCED TE 300,000
    LUBBOCK MOONLIGHT MUSICALS INC
    PO BOX 93522
    LUBBOCK,TX79493     		NONE PAID SUPPORT FOR LUBBOCK MOONLIGHT MUSICA 60,000
    LUBBOCK MOONLIGHT MUSICALS INC
    PO BOX 93522
    LUBBOCK,TX79493     		NONE PAID SUPPORT FOR MOONLIGHT BROADWAY 2019 75,000
    LUBBOCK SYMPHONY ORCHESTRA
    601 AVENUE K
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR 2018-2019 SEASON MASTERW 65,000
    LUBBOCK SYMPHONY ORCHESTRA
    601 AVENUE K
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR 2018-19 EDUCATION AND FA 52,000
    LUBBOCK SYMPHONY ORCHESTRA
    601 AVENUE K
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR 2018-19 CHAMBER ENSEMBLE 12,000
    LUBBOCK SYMPHONY ORCHESTRA
    601 AVENUE K
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR JAZZ AT LINCOLN CENTER W 30,000
    LUBBOCK WOMEN'S CLUB HISTORICAL FOU
    2020 BROADWAY
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR DOWNSTAIRS EAST RESTROOM 20,000
    MARCH OF DIMES
    2801 26TH STREET SUITE 3
    LUBBOCK,TX79410     		NONE PAID SUPPORT FOR STORK'S NEST 10,000
    MORRIS SAFE HOUSE FOUNDATION
    3240 NIGHTINGALE ROAD
    LUBBOCK,TX79407     		NONE PAID SUPPORT FOR PREVENTIVE MEDICAL CARE 10,000
    MUSEUM OF TEXAS TECH UNIVERSITY ASS
    BOX 43191
    LUBBOCK,TX79409     		NONE PAID PROGRAMMING AND MARKETING FOR 2019 T 40,000
    MUSEUM OF TEXAS TECH UNIVERSITY ASS
    BOX 43191
    LUBBOCK,TX79409     		NONE PAID SUPPORT FOR ART ON THE LLANO ESTACAD 15,000
    NATIONAL COWBOY SYMPOSIUM
    PO BOX 6638
    LUBBOCK,TX794936638     		NONE PAID SUPPORT FOR NATIONAL COWBOY SYMPOSIU 15,000
    NORTH AMERICA HOMBRES NOBLES DEVELO
    PO BOX 98401
    LUBBOCK,TX79499     		NONE PAID SUPPORT FOR TOMORROW'S LEADERS MENTO 25,300
    OGALLALA COMMONS INC
    PO BOX 346
    NAZARETH,TX79063     		NONE PAID SUPPORT FOR OGALLALA AQUIFER EDUCATI 15,000
    PARENTING COTTAGE
    3818 50TH STREET
    LUBBOCK,TX79413     		NONE PAID SUPPORT FOR PARENTS AS TEACHERS; EAR 30,000
    PEP HIGH SCHOOL
    3894 PEP ROAD
    PEP,TX79353     		NONE PAID SUPPORT FOR IPADS, CHROMEBOOKS, SERV 27,619
    PHILANTHROPY SOUTHWEST
    8350 NORTH CENTRAL EXPRES
    DALLAS,TX75206     		NONE PAID SUPPORT 4,250
    RECORDING LIBRARY OF WEST TEXAS
    3500 NORTH A ST SUITE 28
    MIDLAND,TX79705     		NONE PAID SUPPORT FOR OPERATING EXPENSES 10,000
    REFUGE SERVICES
    PO BOX 53684
    LUBBOCK,TX79453     		NONE PAID SUPPORT FOR EQUINE-ASSISTED THERAPY 29,200
    THE SALVATION ARMY
    PO BOX 2785
    LUBBOCK,TX79408     		NONE PAID SUPPORT FOR THE EMPOWERMENT CENTER 25,700
    SHELBY'S BRIDGE
    1008 E HAY
    SUDAN,TX79371     		NONE PAID SUPPORT FOR SHELBY'S BRIDGE TRAINING 20,000
    SICK CHILDREN'S CLINIC
    1002 AVE A
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR MEDICINE FUNDING 10,000
    SILENT WINGS MUSEUM FOUNDATION INC
    6202 N I-27
    LUBBOCK,TX79403     		NONE PAID SUPPORT FOR D-DAY COMMEMORATION 15,900
    SILENT WINGS MUSEUM FOUNDATION INC
    6202 N I-27
    LUBBOCK,TX79403     		NONE PAID SUPPORT FOR COLLECTIONS CARE AND PRE 9,000
    SILENT WINGS MUSEUM FOUNDATION INC
    6202 N I-27
    LUBBOCK,TX79403     		NONE PAID SUPPORT FOR CG-4A RESTORATION PROJEC 9,950
    SOUTH PLAINS CLOSING THE GAPS P-20
    PO BOX 41071
    LUBBOCK,TX794091071     		NONE PAID SUPPORT FOR SOUTH PLAINS GENTX SCHOL 50,000
    SOUTH PLAINS COLLEGE FOUNDATION
    1401 S COLLEGE AVE
    LEVELLAND,TX79336     		NONE PAID SUPPORT FOR LUBBOCK CAMPUS; 1ST OF 3 1,000,000
    SOUTH PLAINS FOOD BANK
    5605 MLK BLVD
    LUBBOCK,TX79404     		NONE PAID SUPPORT FOR HUNGER DOESN'T TAKE A HO 62,864
    SPECIAL OLYMPICS TEXAS
    1804 RUTHERFORD LANE
    AUSTIN,TX78754     		NONE PAID SUPPORT FOR PROGRAMS IN LUBBOCK AREA 15,000
    SUPPORTERS OF THE FINE ARTS (SOFA)
    PO BOX 53005
    LUBBOCK,TX794533005     		NONE PAID SUPPORT FOR SHOWTIME: PHOTOGRAPHS OF 10,200
    SUPPORTERS OF THE FINE ARTS (SOFA)
    PO BOX 53005
    LUBBOCK,TX794533005     		NONE PAID SUPPORT FOR THE MELODY LINGERS - CE 14,150
    SUSAN G KOMEN - LUBBOCK AREA AFFIL
    1655 MAIN STREET SUITE 2
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR 2018 RACE FOR THE CURE 13,990
    TEXAS CULTURAL TRUST
    823 CONGRESS AVENUE SUIT
    AUSTIN,TX78701     		NONE PAID SUPPORT FOR ART CAN PROGRAM 25,000
    TEXAS INTERSCHOLASTIC LEAGUE FOUNDA
    P O BOX 151027
    AUSTIN,TX78715     		NONE PAID SCHOLARSHIPS 75,750
    TEXAS SCOTTISH RITE HOSPITAL FOR CH
    2222 WELBORN STREET
    DALLAS,TX75219     		NONE PAID SUPPORT FOR PATIENT CARE FOR CHILDRE 15,000
    TEXAS SOUTH PLAINS HONOR FLIGHT
    POBOX 94787
    LUBBOCK,TX79493     		NONE PAID SUPPORT FOR TEXAS SOUTH PLAINS HONOR 24,000
    LOUISE HOPKINS UNDERWOOD CENTER FOR
    511 AVENUE K
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR MARKETING POSITION 30,000
    LOUISE HOPKINS UNDERWOOD CENTER FOR
    511 AVENUE K
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR INFRASTRUCTURE: BUILDING 60,000
    LOUISE HOPKINS UNDERWOOD CENTER FOR
    511 AVENUE K
    LUBBOCK,TX79401     		NONE PAID SUPPORT FOR PUBLIC PROGRAMMING 35,000
    VOLUNTEER CENTER OF LUBBOCK
    1706 23RD STREET STE 10
    LUBBOCK,TX79411     		NONE PAID SUPPORT FOR 2018 RURAL YOUTH IN SERV 78,200
    VOLUNTEER SERVICES COUNCIL
    PO BOX 5396
    LUBBOCK,TX794085396     		NONE PAID SUPPORT FOR WHEELCHAIR ACCESSIBLE GO 24,150
    WOMEN'S PROTECTIVE SERVICES OF LUBB
    PO BOX 54089
    LUBBOCK,TX79453     		NONE PAID SUPPORT FOR CLIENT SAFETY AND SECURI 40,000
    YWCA OF LUBBOCK
    3101 35TH ST
    LUBBOCK,TX79403     		NONE PAID SUPPORT FOR WOMEN'S HEALTH INITIATIV 65,000
    YWCA OF LUBBOCK
    3101 35TH ST
    LUBBOCK,TX79403     		NONE PAID SUPPORT FOR Y100 YOUTH INITIATIVE 15,000
    YWCA OF LUBBOCK
    3101 35TH ST
    LUBBOCK,TX79403     		NONE PAID SUPPORT FOR SPECIAL NEEDS PROGRAM 25,000
    TEXAS TECH UNIVERSITY
    PO BOX 41081
    LUBBOCK,TX79403     		NONE PAID VARIOUS GRANTS 930,604
    TEXAS TECH UNIVERSITY HEALTH SCIENC
    PO BOX 41081
    LUBBOCK,TX79403     		NONE PAID VARIOUS GRANTS 200,833
    Total .................................bullet 3a 10,073,058
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 56,790  
    4 Dividends and interest from securities....     14 4,283,002  
    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.....     15 5,747,376  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,100,106 1,939,378
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMALLET RANCH     		        113,312
    bOTHER INCOME         4
    cOIL LEASE BONUS         1,600
    dOTHER INCOME - SCHEDULE K-1         -158,147
    eOTHER INCOME - SCHEDULE K-1         33,037
    fOTHER INCOME - SCHEDULE K-1          
    gDEVITT JONES FARMS         6,433
    12 Subtotal. Add columns (b), (d), and (e)..   11,187,274 1,935,617
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    13,122,891
    (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:
    CH FOUNDATION INC
    EIN:
    75-1534816
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 24,890 2,489   22,401

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

    TY 2018 DepreciationSchedule
    Name:
    CH FOUNDATION INC
    EIN:
    75-1534816
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    DEPRECIATION   8,088 8,088 MACRS SL CLASS LIFE 7.0000        
    COMPUTER 2013-01-01 1,834 1,781 200DB 5.0000 53      
    GRANTMAKING SOFTWARE - FOUNDANT TECHNOLOGY 2014-08-13 12,500 12,500   3.0000        
    DESK - CHERYL - BAKER OFFICE PRODUCTS 2014-04-01 425 359 200DB 7.0000 19      
    COMPUTER - CHERYL 2014-04-21 3,530 3,225 200DB 5.0000 204      
    CHAIR - CHERYL 2014-04-21 140 118 200DB 7.0000 6      
    LOT 8 STONECREST OFFICE PARK 2014-09-15 131,688              
    OFFICE EQUIPMENT 2006-12-12 7,817 7,817 200DB 7.0000        
    POLYCOM CONFERENCE PHONES (2) 2015-09-17 1,104 852 200DB 7.0000 72      
    SAMSUNG TV - COMMUNITY CONFERENCE ROOM 2015-10-20 1,400 1,161 200DB 5.0000 95      
    SAMSUNG TV - TRUSTEES CONFERENCE ROOM 2015-10-20 1,200 995 200DB 5.0000 82      
    FURNITURE - REST HARDW ROUND TABLE LOBBY 2015-08-17 1,388 1,072 200DB 7.0000 90      
    WISTERIA 2 END TABLES - LOBBY 2015-08-17 400 309 200DB 7.0000 26      
    2 SPEARS CHAIRS - LOBBY 2015-08-17 1,471 1,136 200DB 7.0000 96      
    HON DESK AND CREDENZA WITH KEYBOARD TRAY 2015-09-23 910 703 200DB 7.0000 59      
    HON L DESK WITH KEYBOARD TRAY 2015-09-23 720 556 200DB 7.0000 47      
    8' ROUND RUG - KAY'S OFFICE 2015-10-08 499 376 200DB 7.0000 35      
    8' ROUND RUG - HEATHER'S OFFICE 2015-10-08 749 565 200DB 7.0000 52      
    5X7 RUG - CHERYL'S OFFICE 2015-10-08 279 210 200DB 7.0000 20      
    5X7 RUG - KAY'S OFFICE 2015-10-08 279 210 200DB 7.0000 20      
    PORTRAIT OF CHRISTINE DEVITT 2015-10-08 437 330 200DB 7.0000 30      
    WALL ART AND MIRROR 2015-10-08 605 457 200DB 7.0000 42      
    2 LAMPS - HOBBY LOBBY 2015-10-08 456 344 200DB 7.0000 32      
    2 SETTEES IN LOBBY 2015-10-08 1,552 1,170 200DB 7.0000 109      
    RUGS FOR LOBBY - LEFTWICH CHAPMAN 2015-10-08 1,965 1,482 200DB 7.0000 138      
    BARRINGTON ROUND TABLE - KAY'S OFFICE 2015-10-28 1,399 1,055 200DB 7.0000 98      
    8 HIGH BACK LEATHER CHAIRS - TRUSTEE CONFEREN 2015-10-28 7,365 5,553 200DB 7.0000 518      
    FRAMING OF CHRISTINE DEVITT PORTRAIT 2015-10-28 504 380 200DB 7.0000 35      
    COMPUTER CART - KAY'S OFFICE 2015-10-28 614 463 200DB 7.0000 43      
    BARRINGTON ROUND TABLE - HEATHER'S OFFICE 2015-10-28 1,399 1,055 200DB 7.0000 98      
    8 LEATHER STEELCASE CHAIRS - COMMUNITY CONFER 2015-10-28 1,000 508 200DB 7.0000 141      
    4 MID BACK LEATHER CHAIRS - HEATHER'S OFFICE 2015-10-28 3,045 2,296 200DB 7.0000 214      
    4 MID BACK LEATHER CHAIRS - KAY'S OFFICE 2015-10-28 3,045 2,296 200DB 7.0000 214      
    CONFERENCE TABLE - TRUSTEE'S BOARD ROOM 2015-10-28 5,964 4,497 200DB 7.0000 419      
    CAMERAS AND WIRING 2015-05-19 810 640 200DB 7.0000 49      
    TELECO - WIRING 2015-05-19 2,160 1,707 200DB 7.0000 130      
    HARDWARE AND SOFTWARE - BLUE LAYER 2015-06-09 4,068 3,786   3.0000 282      
    PURCHASE OF LOT 7A 2015-08-10 75,000              
    TELECO - CAT6 WIRING, HOT SPOT 2015-09-03 795 614 200DB 7.0000 52      
    CAMERA AND SECURITY SYSTEM 2015-09-08 3,878 2,994 200DB 7.0000 253      
    TELECO - CAT6 LINE 2015-09-23 200 154 200DB 7.0000 13      
    COLLIER CONSTRUCTION BUILDING COST 2015-09-03 532,593 31,296 S/L 39.0000 13,656      
    PATIO FURNITURE 2016-03-24 2,901 2,013 200DB 7.0000 254      
    GRANT MAKING SOFTWARE 2016-05-25 8,500 4,722   3.0000 2,834      

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    CH FOUNDATION INC
    EIN:
    75-1534816
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PRIVATE ADVISORS STABLE VALUE FUND    
    VENTURE INVESTMENTS PRIVATE EQUITY 1,869,322 2,889,990
    MICROZAP, INC. 500,000 500,000
    LUBBOCK DOWNTOWN DEVELOPMENT 150,000 150,000
    FEG PRIVATE OPPORTUNITIES 8,439,232 11,793,946
    DOUBLELINE TOTAL RETURN 8,782,039 8,447,229
    JP MORGAN 660,000 660,000
    CLARION PRIVATE INVESTORS 2,948,115 3,157,020
    DEUTSHE X - TRACKER MSCI EUROPE    
    DEUTSHE X - TRACKER MSCI JAPAN    
    I SHARES COHEN & STEERS    
    I SHARES CORE S&P 500 22,093,278 24,312,977
    I SHARES MSCI ALL COUNTRY ASI 1,514,451 1,661,373
    I SHARES MSCI EAFE (BLACKROCK) INTER 12,476,500 11,391,715
    I SHARES MSCI INDIA ETF 2,269,673 2,277,722
    JP MORGAN INVESTMENT CASH 468,587 468,587
    JPM PRIME MM FD    
    LAZARD EMEG MKT    
    MATTHEWS ASIA DIV 3,221,697 3,102,537
    OAKMARK INTERNATIONAL 7,364,415 5,937,623
    PEG GLOBAL PRIVATE EQUITY 5,955,963 5,841,220
    PIMCO FD PAC INV MGMT SERIES    
    SCHWAB US TIPS ETF 10,439,939 10,080,385
    TRIBUTARY SMALL CO 4,154,992 3,774,864
    VANGUARD FTSE EMERGING MKTS 5,144,511 4,920,958
    VANGUARD MID-CAP ETF 6,780,192 6,837,561
    VANGUARD SHORT-TERM BOND ETF 6,812,932 6,738,242
    VANGUARD TOTAL BOND MKT 21,667,589 21,223,892
    FIDELITY CONS INCOME BOND 3,185,000 3,179,224
    BLACKSTONE GSO SEC LENDING FD CIA 1,620,000 1,620,000
    CARLYLE PRIVATE INVESTORS 224,028 224,028
    I SHARES CORE S&P 500 MSCI EMERGING 2,326,493 2,640,396
    I SHARES MSCI JAPAN 5,156,739 4,767,242
    INVESCO QQQ TR 3,132,827 2,919,216
    PRIMECAP ODYSSEY STOCK FD 8,322,664 7,089,862
    PRUDENTIAL GLOBAL REAL EST 6,689,661 6,091,745
    SVSS IV PRIVATE INVESTORS OFFSHORE 600,000 610,638
    TORTOISE MLP & PIPELINE 5,024,608 4,118,814

    TY 2018 InvestmentsLandSchedule2
    Name:
    CH FOUNDATION INC
    EIN:
    75-1534816
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    MALLET RANCH - LAND & IMPROVEMENTS 445,246 151,618 293,628 445,246
    MINERAL INTERESTS 12,339,284 12,339,284   12,339,284
    DEVITT JONES FARM - LAND & IMPROVEME 29,866 3,187 26,679 29,866

    TY 2018 InvestmentsOtherSchedule2
    Name:
    CH FOUNDATION INC
    EIN:
    75-1534816
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    NR - POINTER MANAGEMENT, LLC AT COST    

    TY 2018 LandEtcSchedule2
    Name:
    CH FOUNDATION INC
    EIN:
    75-1534816
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE EQUIPMENT 13,182 13,080 102 10,000
    COMPUTER SOFTWARE 25,068 24,124 944 15,000
    FURNITURE AND FIXTURES 39,511 32,368 7,143 35,000
    CAMERAS AND WIRING 7,843 6,605 1,238 7,500
    TELEPHONES AND TELEVISION 3,703 3,257 446 3,000
    STONECREST OFFICE BUILDING 532,593 44,952 487,641 532,593
    LOT 8 STONECREST OFFICE PARK LAND 131,688   131,688 131,688
    LOT7A STONECREST OFFICE PARK LAND 75,000   75,000 75,000


    TY 2018 LegalFeesSchedule
    Name:
    CH FOUNDATION INC
    EIN:
    75-1534816
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT LEGAL FEES 13,330 1,333   11,997


    TY 2018 OtherAssetsSchedule
    Name:
    CH FOUNDATION INC
    EIN:
    75-1534816
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENT IN MALLET RANCH 247,771 257,906 257,906
    INVESTMENT IN DEVITT-JONES FARM 14,390 12,368 12,368
    ANNUITY FROM HELEN JONES TRUST 39,300 39,300 39,300
    PROGRAM RELATED INVESTMENT - BHH   12,000,000 12,000,000


    TY 2018 OtherExpensesSchedule
    Name:
    CH FOUNDATION INC
    EIN:
    75-1534816
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BONUS 1,000 100   900
    DEVITT JONES FARM-FARM EXPS 1,071 107   964
    DUES AND SUBSCRIPTIONS 2,080 208   1,872
    INSURANCE 11,159 1,116   10,042
    OFFICE SUPPLIES/EXPENSE 6,813 681   6,131
    REPAIRS & MAINTENANCE 4,158 416   3,741
    TELEPHONE 5,254 525   4,729
    UTILITIES 3,490 349   3,141
    COMPUTER REPAIR 3,021 302   2,719
    INVESTMENTS FEES 526,026 526,026    
    OIL MARKETING SERVICES 5,000 5,000    
    OFFICE PARK FEES 2,943 295   2,651
    SOFTWARE 8,500 850   7,650
    PUBLICITY 2,263 226   2,037
    MALLET RANCH - EXPENSES 41,715 4,172   37,543
    K-1 EXPENSES 73,600 73,600    
    K-1 EXPENSES 572 572    


    TY 2018 OtherIncomeSchedule2
    Name:
    CH FOUNDATION INC
    EIN:
    75-1534816
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTIES - O&G 5,747,376 5,747,376  
    MALLET RANCH 113,312 113,312  
    OTHER INCOME 4 4  
    OIL LEASE BONUS 1,600 1,600  
    OTHER INCOME - SCHEDULE K-1 -158,147 -158,147  
    OTHER INCOME - SCHEDULE K-1 33,037 33,037  
    DEVITT JONES FARMS 6,433 6,433  


    TY 2018 OtherIncreasesSchedule
    Name:
    CH FOUNDATION INC
    EIN:
    75-1534816
    Description Amount
    PREFERENCE DEPLETION 862,106
    FUNDS RECEIVED FROM HJ TRUST 1,606


    TY 2018 OtherLiabilitiesSchedule
    Name:
    CH FOUNDATION INC
    EIN:
    75-1534816
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCOUNTS PAYABLE - CC 230 64
    LINE OF CREDIT - JP MORGAN   12,000,000


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    CH FOUNDATION INC
    EIN:
    75-1534816
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 193,115 193,115    
    PROPERTY TAX CONSULTANT 2,733 273   2,459


    TY 2018 TaxesSchedule
    Name:
    CH FOUNDATION INC
    EIN:
    75-1534816
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 163,085      
    OIL & GAS SEVERANCE TAXES 228,062 228,062    
    PROPERTY TAXES 331,780 331,780    
    FOREIGN TAXES PAID 53,505 53,505