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 12-01-2018 , and ending 11-30-2019
Name of foundation
RICE FAMILY FOUNDATION
C/O JAMES A BOWDITCH
Number and street (or P.O. box number if mail is not delivered to street address)620 NE VINEYARD LANE NO B304
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BAINBRIDGE ISLAND, WA981102431
A Employer identification number

36-3529826
B Telephone number (see instructions)

(206) 780-0387
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$10,975,280J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,225 2,225  
4 Dividends and interest from securities... 235,655 235,655  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 20,079
b Gross sales price for all assets on line 6a 1,096,315
7 Capital gain net income (from Part IV, line 2)... 20,079
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 194 194  
12 Total. Add lines 1 through 11........ 258,153 258,153  
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)....... Click to see attachment 1,995 998   997
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,656 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 165 150   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,816 1,148   1,012
25 Contributions, gifts, grants paid....... 570,000 570,000
26 Total expenses and disbursements. Add lines 24 and 25 575,816 1,148   571,012
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -317,663
b Net investment income (if negative, enter -0-) 257,005
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............. 298,308 213,312 213,312
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)....... 1,496,996 Click to see attachment1,496,996 3,425,826
c Investments—corporate bonds (attach schedule)....... 3,181,116 Click to see attachment2,899,879 2,939,845
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,376,830 Click to see attachment2,418,173 4,396,297
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) 7,353,250 7,028,360 10,975,280
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 attachment7,227 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 7,227 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 7,346,023 7,028,360
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    
30 Total net assets or fund balances (see instructions)..... 7,346,023 7,028,360
31 Total liabilities and net assets/fund balances (see instructions). 7,353,250 7,028,360
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
7,346,023
2
Enter amount from Part I, line 27a .....................
2
-317,663
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,028,360
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
7,028,360
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,071,059   1,076,236 -5,177
b 25,256     25,256
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -5,177
b       25,256
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 20,079
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 616,167 10,838,174 0.056852
2016 565,048 10,591,251 0.053350
2015 565,970 10,141,498 0.055807
2014 570,900 10,401,020 0.054889
2013 511,175 10,397,449 0.049164
2
Total of line 1, column (d) .....................
2
0.270062
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
0.054012
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
10,605,378
5
Multiply line 4 by line 3......................
5
572,818
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,570
7
Add lines 5 and 6........................
7
575,388
8
Enter qualifying distributions from Part XII, line 4,.............
8
571,012
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 5,140
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 5,140
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 5,140
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,200
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 60
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet60 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    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 ofbulletCAROL R BOWDITCH Telephone no.bullet (206) 780-0387

    Located atbullet620 NE VINEYARD LANE B304BAINBRIDGE ISLANDWA ZIP+4bullet981102431
    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
    CAROL R BOWDITCH DIRECTOR
    0.00     		0 0 0
    620 NE VINYARD LANE B304
    BAINBRIDGE ISLAND,WA98110
    EMILY R DOUGLASS DIRECTOR
    0.00     		0 0 0
    11 EVERGREEN ROAD
    NORTH OAK,MN55127
    ARTHUR RICE DIRECTOR
    0.00     		0 0 0
    26999 CUBA ROAD
    BARRINGTON,IL60010
    JAMES A BOWDITCH DIRECTOR
    0.00     		0 0 0
    620 NE VINYARD LANE B304
    BAINBRIDGE ISLAND,WA98110
    JOHN P DOUGLASS DIRECTOR
    0.00     		0 0 0
    11 EVERGREEN ROAD
    NORTH OAK,MN55127
    LYNN D RICE DIRECTOR
    0.00     		0 0 0
    26999 CUBA ROAD
    BARRINGTON,IL60010
    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 NOT APPLICABLE 0
    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 NOT APPLICABLE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    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
    10,425,157
    b
    Average of monthly cash balances.......................
    1b
    341,724
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,766,881
    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
    10,766,881
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    161,503
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,605,378
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    530,269
    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
    530,269
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    5,140
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,140
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    525,129
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    525,129
    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
    525,129
    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
    571,012
    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
    571,012
    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
    571,012
    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 7 525,129
    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...... 5,203
    b From 2014...... 59,406
    c From 2015...... 68,905
    d From 2016...... 47,539
    e From 2017...... 83,970
    fTotal of lines 3a through e........ 265,023
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 571,012
    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..... 525,129
    e Remaining amount distributed out of corpus 45,883
    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 5 310,906
    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) ...     		5,203
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		305,703
    10 Analysis of line 9:
    a Excess from 2014.... 59,406
    b Excess from 2015.... 68,905
    c Excess from 2016.... 47,539
    d Excess from 2017.... 83,970
    e Excess from 2018.... 45,883
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVE FLOOR 17
    CHICAGO,IL60601     		NONE PC MEDICAL CARE & RESEARCH PROGRAM SUPPORT 10,000
    AMERICAN RED CROSS
    2025 E ST NW
    WASHINGTON,DC20006     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 7,000
    AVAIL ACADEMY
    4015 INGLEWOOD AVE S
    EDINA,MN55416     		NONE PC EDUCATIONAL PROGRAM SUPPORT 10,000
    BAINBRIDGE SCHOOLS FOUNDATION
    8489 MADISON AVE NE
    BAINBRIDGE ISLAND,WA98110     		NONE PC EDUCATIONAL PROGRAM SUPPORT 3,000
    BARRE HISTORICAL SOCIETY
    PO BOX 755
    BARRE,MA01005     		NONE PC CONSERVANCY PROGRAM SUPPORT 4,000
    BARRINGTON AREA COUNCIL ON AGING
    6000 GARLANDS LANE 100
    BARRINGTON,IL60010     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 20,000
    BOY SCOUTS OF AMERICA NORTHERN STAR COUNCIL
    6202 BLOOMINGTON RD
    ST PAUL,MN55111     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    BOYS AND GIRLS CLUBS OF WAUSAU
    PO BOX 2386
    WAUSAU,WI54403     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 1,000
    CAMP MANITO-WISH YMCA
    PO BOX 246
    BOULDER JUNCTION,WI545120246     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 14,000
    CASTING 4 A CURE
    16933 SW COBBLESTONE DR
    SHERWOOD,OR97140     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 4,000
    CASTING FOR RECOVERY INC
    109 E OAK ST STE 1G
    BOZEMAN,MT59715     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    CHILDRENS HEALTH CARE FOUNDATION (AKA CHILDREN'S HOSPITAL AND CLINICS OF MI
    2525 CHICAGO AVE SOUTH
    MINNEAPOLIS,MN55404     		NONE PC MEDICAL CARE & RESEARCH PROGRAM SUPPORT 24,000
    CITIZENS FOR CONSERVATION
    459 WEST HIGHWAY 22
    BARRINGTON,IL60010     		NONE PC CONSERVANCY PROGRAM SUPPORT 4,000
    COLORADO COLLEGE
    14 EAST CACHE LA POUDRE ST
    COLORADO SPRINGS,CO809033298     		NONE PC EDUCATIONAL PROGRAM SUPPORT 2,000
    COMMUNITY CHURCH OF BARRINGTON
    407 S GROVE AVE
    BARRINGTON,IL600104445     		NONE PC RELIGIOUS PROGRAM SUPPORT 57,000
    DEPAUW UNIVERSITY ANNUAL FUND
    313 SOUTH LOCUST
    GREENCASTLE,IN461351736     		NONE PC EDUCATIONAL PROGRAM SUPPORT 8,000
    DOMESTIC ABUSE INTERVENTION SERVICES
    2102 FORDEM AVE
    MADISON,WI53704     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 5,000
    EARTHCORPS
    6310 NE 74TH ST 201E
    SEATTLE,WA98115     		NONE PC CONSERVANCY PROGRAM SUPPORT 5,000
    FIRST PRESBYTERIAN CHURCH OF MISSOULA
    235 S FIFTH STREET W
    MISSOULA,MT59801     		NONE PC RELIGIOUS PROGRAM SUPPORT 13,000
    FIRST PRESBYTERIAN CHURCH OF PETOSKY
    501 E MITCHELL STREET
    PETOSKY,MI497702625     		NONE PC RELIGIOUS PROGRAM SUPPORT 10,000
    GATEWAY COMMUNITY CHURCH
    3510 HIGH RD
    MIDDLETON,WI53562     		NONE PC RELIGIOUS PROGRAM SUPPORT 7,500
    GO GIRL GOLF
    9567 OLYMPUS BEACH RD
    BAINBRIDGE ISLAND,WA98110     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 1,000
    HABITAT FOR HUMANITY OF KITSAP COUNTY
    3559 WHEATON WAY
    BREMERTON,WA98310     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 4,000
    HABITAT FOR HUMANITY
    1954 UNIVERSITY AVE W
    ST PAUL,MN55104     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 4,000
    HELPLINE HOUSE
    282 KNECHTEL WAY NE
    BAINBRIDGE ISLAND,WA98110     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    HOPE COLLEGE
    PO BOX 9000
    HOLLAND,MI494229000     		NONE PC EDUCATIONAL PROGRAM SUPPORT 8,000
    HOSPITALITY HOUSE
    1220 LOGAN AVE N PO BOX 11008
    MINNEAPOLIS,MN55411     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 6,000
    ISLAND VOLUNTEER CAREGIVERS
    PO BOX 11253
    BAINBRIDGE ISLAND,WA98110     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    JOURNEYCARE
    405 LAKE ZURICH RD
    BARRINGTON,IL60010     		NONE PC MEDICAL CARE & RESEARCH PROGRAM SUPPORT 6,000
    JUVENILE DIABETES FOUNDATION FOR RESEARCH
    11 SOUTH LASALLE STREET STE 1800
    CHICAGO,IL606031344     		NONE PC MEDICAL CARE & RESEARCH PROGRAM SUPPORT 7,500
    LITTLE TRAVERSE CONSERVANCY
    3264 POWELL RD
    HARBOR SPRINGS,MI49740     		NONE PC $7,000 HANDI-CAPABLE HUNT/$5,000 GENERAL EXPENSES 12,000
    MINNEHAHA ACADEMY ANNUAL FUND
    3100 WEST RIVER PARKWAY
    MINNEAPOLIS,MN55406     		NONE PC EDUCATIONAL PROGRAM SUPPORT 30,000
    MONTANA STATE UNIVERSITY
    1501 S 11TH AVE PO BOX 172750
    BOZEMAN,MT597172750     		NONE PC JAKE JABS COLLEGE OF BUSINESS AND ENTREPENEURSHIP 5,000
    MUSEUM OF THE ROCKIES
    600 W KAGY BLVD
    BOZEMAN,MT59717     		NONE PC TWOFLY FUNDRAISER 3,000
    NANTUCKET CONSERVATION FOUNDATION
    PO BOX 13 118 CLIFF RD
    NANTUCKET,MA02554     		NONE PC CONSERVANCY PROGRAM SUPPORT 12,000
    NANTUCKET LAND COUNCIL
    PO BOX 502
    NANTUCKET,MA02554     		NONE PC CONSERVANCY PROGRAM SUPPORT 12,000
    NATIONAL PARKS FOUNDATION
    1110 VERMONT AVE SUITE 200
    WASHINGTON,DC20005     		NONE PC CONSERVANCY PROGRAM SUPPORT 4,000
    NATURE CONSERVANCY OF MN
    1101 WEST RIVER PKWY SUITE 200
    MINNEAPOLIS,MN554151291     		NONE PC CONSERVANCY PROGRAM SUPPORT 10,000
    NATURE CONSERVANCY OF WI
    633 WEST MAIN STREET
    MADISON,WI53703     		NONE PC CONSERVANCY PROGRAM SUPPORT 4,000
    NOAH'S HOPE - HOPE 4 BRIDGET
    106 BARRINGTON COMMONS PO BOX 36
    BARRINGTON,IL60010     		NONE PC MEDICAL & CARE RESEARCH PROGRAM SUPPORT 3,000
    NORTH PARK SEMINARY
    3225 WEST FOSTER AVE
    CHICAGO,IL606254895     		NONE PC RUTH AND BERNARD DOUGLASS ENDOWMENT FUND 10,000
    NORTHWESTERN MUSIC SCHOOL
    DEVELOPMENT OFFICE 1201 DAVIS
    STREET
    EVANSTON,IL602084410     		NONE PC EDUCATIONAL PROGRAM SUPPORT 15,000
    NORTHWESTERN UNIVERSITY ATHLETIC DEPARTMENT
    DEVELOPMENT OFFICE 1201 DAVIS
    STREET
    EVANSTON,IL602084410     		NONE PC ATHLETIC PROGRAM SUPPORT 10,000
    PARKVIEW UNITED CHURCH OF CHRIST
    3737 BELLAIRE AVE
    WHITE BEAR LAKE,MN55110     		NONE PC RELIGIOUS PROGRAM SUPPORT 5,000
    PARTNERS IN HEALTH
    PO BOX 996
    FREDERICK,MD217059942     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    PEO FOUNDATION
    3700 GRAND AVE
    DES MOINES,IA503122899     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 9,000
    RUFFED GROUSE SOCIETY
    451 MCCORMICK RD
    CORAOPOLIS,PA15108     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 1,000
    SALEM COVENANT CHURCH ANNUAL FUND
    2655 FIFTH STREET NW
    NEW BRIGHTON,MN55112     		NONE PC RELIGIOUS PROGRAM SUPPORT 15,000
    SALVATION ARMY OF MN
    2445 PRIOR AVEUE N
    ROSEVILLE,MN55113     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 18,000
    SALVATION ARMY
    PO BOX 269 615 SLATERS LANE
    ALEXANDRIA,VA22313     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 11,000
    SAMARITAN COUNSELING CENTER
    1000 HART RD STE 201
    BARRINGTON,IL60010     		NONE PC MEDICAL CARE & RESEARCH PROGRAM SUPPORT 10,000
    SEATTLE ANIMAL SHELTERDONATIONS
    2061 15TH AVE W
    SEATTLE,WA98119     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    SEATTLE CANCER CARE ALLIANCE
    PO BOX 24385
    SEATTLE,WA981240385     		NONE PC MEDICAL CARE & RESEARCH PROGRAM SUPPORT 6,000
    SMITH COLLEGE
    23 ELM STREET
    NORTHAMPTON,MA01063     		NONE PC EDUCATIONAL PROGRAM SUPPORT 15,000
    SPARE KEY
    101 EAST FIFTH ST STE 1100
    ST PAUL,MN551012233     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 8,000
    ST PAUL CHAMBER ORCHESTRA
    408 ST PETER STREET SUITE 500
    ST PAUL,MN551021497     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 18,000
    SUSAN G KOMEN FOUNDATION
    5005 LJB FREEWAY SUITE 526
    DALLAS,TX75244     		NONE PC MEDICAL CARE & RESEARCH PROGRAM SUPPORT 12,000
    THE BALLARD FOOD BANK
    5130 LEARY AVENUE NW
    SEATTLE,WA98107     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    THE WOMEN'S COMMUNITY
    3200 HILLTOP AVE
    WAUSAU,WI544014026     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    TROUT UNLIMITED
    PO BOX 7400
    WOOLLY BUGGER,WV25438     		NONE PC WESTERN WATER PROJECT 3,000
    TWIN CITIES OPERA GUILD
    1043 GRAND AVE 189
    ST PAUL,MN55105     		NONE PC MUSIC & ARTS PROGRAM SUPPORT 10,000
    UNION GOSPEL MISSION
    77 9TH STREET EAST
    ST PAUL,MN55101     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 10,000
    UNIVERSITY OF PUGET SOUND
    1500 NORTH WARNER 1056
    TACOMA,WA984161056     		NONE PC EDUCATIONAL PROGRAM SUPPORT 1,000
    YALE UNIVERSITY
    265 CHURCH ST PO BOX 2038
    NEW HAVEN,CT065212038     		NONE PC EDUCATIONAL PROGRAM SUPPORT 15,000
    YOUTH HOMES
    550 N CALIFORNIA STREET
    MISSOULA,MT598077616     		NONE PC HUMAN SERVICES PROGRAM SUPPORT 4,000
    Total .................................bullet 3a 570,000
    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 2,225  
    4 Dividends and interest from securities....     14 235,655  
    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.....     14 194  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 20,079  
    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).. 0 258,153 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    258,153
    (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:
    RICE FAMILY FOUNDATION
     
    C/O JAMES A BOWDITCH
    EIN:
    36-3529826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEES 1,995 998   997

    TY 2018 AllOthProgRltdInvestmentsSch
    Name:
    RICE FAMILY FOUNDATION
     
    C/O JAMES A BOWDITCH
    EIN:
    36-3529826
    Category Amount
    NOT APPLICABLE 0

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    RICE FAMILY FOUNDATION
     
    C/O JAMES A BOWDITCH
    EIN:
    36-3529826
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CITIGROUP INC 7/30/22 107,863 104,465
    WELLS FARGO & CO 8/15/23 102,016 106,007
    CD CA PASADENA CIT BANK 6/17/20 200,000 200,650
    CD DE GREENWOOD DISCOVER BANK 8/22/2022 240,000 248,707
    CD DE WILMINGTON BARCLAYS 9/21/2020 200,000 200,590
    CD IL CHI GOLD COAST BNK 3/19/2021 100,000 100,434
    CD NY GOLDMAN SACHS 12/31/19 100,000 100,048
    CD NY STATE BANK OF INDIA 5/31/22 200,000 203,140
    CD SD SIOUX FALLS WELLS FARGO7/27/2020 200,000 201,588
    CD UT SALT LAKE SALLIE MAE 1/27/21 100,000 100,634
    CD UT SALT LK AMER. EXP 9/19/2022 200,000 201,932
    CD UT SALT LK CITY BMW BNK 3/23/2021 200,000 202,820
    CD UT SALT LAKE AMERICAN EXP BNK 7/29/20 100,000 100,435
    CD VA GLEN ALLEN CAP ONE 9/20/2021 200,000 201,522
    CD VA MCLEAN CAPITAL ONE 9/28/21 100,000 99,598
    CD NY NY PURCHASE MORGAN STANLEY PVL BK 5/30/2024 225,000 231,957
    CD UT SALT LAKE MORGAN STANLEY 5/30/2024 200,000 206,184
    CD VA MCLEAN CAPITAL ONE 5/30/24 125,000 129,134

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    RICE FAMILY FOUNDATION
     
    C/O JAMES A BOWDITCH
    EIN:
    36-3529826
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M 99,140 220,701
    ABBVIE INC 129,358 175,460
    APPLE INC 108,589 374,150
    AT&T INC 233,479 299,040
    DEERE & CO 100,575 504,150
    GENUINE PARTS 43,053 208,740
    HORMEL 48,459 400,770
    INTEL CORP 198,438 348,300
    J M SMUCKER 97,899 157,635
    VERIZON COMMUNICATIONS 220,943 301,200
    WELLS FARGO 217,063 435,680

    TY 2018 InvestmentsOtherSchedule2
    Name:
    RICE FAMILY FOUNDATION
     
    C/O JAMES A BOWDITCH
    EIN:
    36-3529826
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESCO QQQ TR SER 1 AT COST 372,551 1,640,800
    SPDR S&P MIDCAP AT COST 306,264 696,616
    VANGUARD MID CAP VALUE AT COST 182,792 234,040
    VANGUARD SMALL CAP VALUE AT COST 181,378 214,960
    AMERICAN NEW WORLD FUND AT COST 201,179 245,872
    AMERICAN CAPITAL WORLD G&I AT COST 386,456 474,828
    AMERICAN EURO PACIFIC GROWTH AT COST 307,160 402,701
    VANGUARD SHORT-TERM CORP BD AT COST 480,393 486,480

    TY 2018 OtherExpensesSchedule
    Name:
    RICE FAMILY FOUNDATION
     
    C/O JAMES A BOWDITCH
    EIN:
    36-3529826
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNT ANNUAL FEE 150 150   0
    FILING FEES 15 0   15


    TY 2018 OtherIncomeSchedule2
    Name:
    RICE FAMILY FOUNDATION
     
    C/O JAMES A BOWDITCH
    EIN:
    36-3529826
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SETTLEMENT PROCEEDS 194 194 194


    TY 2018 OtherLiabilitiesSchedule
    Name:
    RICE FAMILY FOUNDATION
     
    C/O JAMES A BOWDITCH
    EIN:
    36-3529826
    Description Beginning of Year - Book Value End of Year - Book Value
    SETTLEMENTS PAYABLE 7,227 0


    TY 2018 TaxesSchedule
    Name:
    RICE FAMILY FOUNDATION
     
    C/O JAMES A BOWDITCH
    EIN:
    36-3529826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ESTIMATED FEDERAL TAXES 3,656 0   0