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 06-01-2018 , and ending 05-31-2019
Name of foundation
THE DALIS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3200 PACIFIC AVENUE SUITE 100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VIRGINIA BEACH, VA23451
A Employer identification number

54-6046229
B Telephone number (see instructions)

(757) 423-3318
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$12,547,542J 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 124 124  
4 Dividends and interest from securities... 338,005 338,005  
5a Gross rents............ 431,195 431,195  
b Net rental income or (loss) 185,979
6a Net gain or (loss) from sale of assets not on line 10 337,987
b Gross sales price for all assets on line 6a 343,861
7 Capital gain net income (from Part IV, line 2)... 337,987
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,107,311 1,107,311  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 149,512 134,561   14,951
14 Other employee salaries and wages...... 12,880 11,592   1,288
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,111 1,000   111
b Accounting fees (attach schedule)....... Click to see attachment 8,865 7,978   887
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,389 6,650   739
19 Depreciation (attach schedule) and depletion... Click to see attachment 77,750 77,750  
20 Occupancy.............. 167,466 167,466   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,944 3,615   329
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 428,917 410,612   18,305
25 Contributions, gifts, grants paid....... 785,000 785,000
26 Total expenses and disbursements. Add lines 24 and 25 1,213,917 410,612   803,305
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -106,606
b Net investment income (if negative, enter -0-) 696,699
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............. 157,403 97,813 97,813
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.......... 4,100 4,100 4,100
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 513,675 Click to see attachment430,563 6,818,329
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet1,919,849
Less: accumulated depreciation (attach schedule) bullet465,079 1,523,023 Click to see attachment1,454,770 5,627,300
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 2,198,201 1,987,246 12,547,542
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 attachment46,880 Click to see attachment19,811
23 Total liabilities (add lines 17 through 22)......... 46,880 19,811
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 1,473,099 1,473,099
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 678,222 494,336
30 Total net assets or fund balances (see instructions)..... 2,151,321 1,967,435
31 Total liabilities and net assets/fund balances (see instructions). 2,198,201 1,987,246
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
2,151,321
2
Enter amount from Part I, line 27a .....................
2
-106,606
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,044,715
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
77,280
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,967,435
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 WABTEC CORP COM   2019-02-26 2019-02-28
b JOHNSON & JOHNSON   2017-04-20 2019-05-14
c MCDONALD'S CORPORATION   1999-01-01 2019-05-14
d SUPERVALU INC   2017-04-20 2018-10-22
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 40   42 -2
b 151,075   741 150,334
c 183,483   3,185 180,298
d 9,263   1,906 7,357
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       -2
b       150,334
c       180,298
d       7,357
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 2 337,987
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 768,048 16,471,676 0.046628
2016 763,868 16,149,440 0.047300
2015 785,913 17,025,557 0.046161
2014 839,806 15,819,132 0.053088
2013 756,504 15,564,929 0.048603
2
Total of line 1, column (d) .....................
2
0.241780
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
0.048356
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
14,345,025
5
Multiply line 4 by line 3......................
5
693,668
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,967
7
Add lines 5 and 6........................
7
700,635
8
Enter qualifying distributions from Part XII, line 4,.............
8
803,305
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 6,967
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 6,967
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 6,967
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 17,000
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 17,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 286
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 9,747
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet9,747 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)
    bulletVA
    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 ofbulletMICHAEL NORMENT Telephone no.bullet (757) 754-8382

    Located atbullet3200 PACIFIC AVE SUITE 100VIRGINIA BEACHVA ZIP+4bullet23451
    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
    JOAN DALIS DIRECTOR
    1.00     		0 0 0
    3200 PACIFIC AVE SUITE 100
    VIRGINIA BEACH,VA23451
    MICHAEL NORMENT DIRECTOR
    20.00     		149,512 0 0
    3200 PACIFIC AVE SUITE 100
    VIRGINIA BEACH,VA23451
    MATTHEW NORMENT DIRECTOR
    5.00     		0 0 0
    3200 PACIFIC AVE SUITE 100
    VIRGINIA BEACH,VA23451
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,808,569
    b
    Average of monthly cash balances.......................
    1b
    127,608
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,627,300
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,563,477
    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
    14,563,477
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    218,452
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,345,025
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    717,251
    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
    717,251
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,967
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,967
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    710,284
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    710,284
    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
    710,284
    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
    803,305
    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
    803,305
    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
    6,967
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    796,338
    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 7 710,284
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 787,889
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 803,305
    a Applied to 2017, but not more than line 2a 787,889
    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..... 15,416
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		694,868
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    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).)
    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
    22 WARRIORS
    2232 S NELLIS BLVD STE G3 230
    LAS VEGAS,NV89104     		  PC TO SUPPORT ACTIONS TO ELIMINATE THE SUICIDES COMMITTED BY VETERANS, FIRST RESPONDERS AND THEIR FAMILY MEMBERS. 10,000
    ALZHEIMER'S ASSOCIATION
    6350 CENTER DRIVE SUITE 102
    NORFOLK,VA23502     		  PC THE ALZHEIMER'S ASSOCIATION ADVANCES RESEARCH TO END ALZHEIMER'S AND DEMENTIA WHILE ENHANCING CARE FOR THOSE LIVING WITH THE DISEASE. 20,000
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    199 WATER ST 11TH FLOOR
    NEW YORK,NY10038     		  PC TO RAISE AWARENESS, FUND SCIENTIFIC RESEARCH AND PROVIDE RESOURCES AND AID TO THOSE AFFECTED BY SUICIDE. 10,000
    AMERICAN RED CROSS
    431 18TH STREET NW
    WASHINGTON,DC20006     		  PC TO PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENEROSITY OF DONORS. 10,000
    AN ACHIEVABLE DREAM INC
    10858 WARWICK BLVD SUITE A
    NEWPORT NEWS,VA23601     		  PC TO DEVELOP INDEPENDENT, PRODUCTIVE CITIZENS THROUGH A SOCIAL, ACADEMIC, AND MORAL EDUCATION. 5,000
    ARTULA INSTITUTE FOR ART AND ENVIRONMENTAL EDUCATION
    PO BOX 1139
    BRANDON,OR97411     		  PC TO PROVIDE OPPORTUNITIES TO EXPRESS AND TEACH ENVIRONMENTAL ISSUES THROUGH THE ARTS. 5,000
    ASOCIACION MARISTA DE PUERTO RICO
    6 CALLE M CHAMPANAT
    GUAYNABO,BAYAMON00969
    RQ     		  PC TO CREATE, ESTBLISH, AND/OR ORGANIZE SCHOOLS, COLLEGES, AND/OR INSTITUTES UNDER THE DIRECTION AND/OR ADMINISTRATION OF THE RELIGIOUS CONGREGATION KNOWN AS THE "MARIST TEACHING BROTHERS". 10,000
    BECAUSE INTERNATIONAL
    120 9TH SOUTH SUITE 110
    NAMPA,ID83651     		  PC TO LISTEN TO THOSE LIVING IN EXTREME POVERTY TO HEAR THEIR THOUGHTS, IDEAS, AND DREAMS FOR HOW TO MAKE THEIR DAILY LIVES BETTER. AND THEN HELP TURN THOSE IDEAS INTO A REALITY. 25,000
    CAMP SOUTHERN GROUND
    101 GARDNER PARK
    PEACHTREE CITY,GA30269     		  PC TO PROVIDE EXTRAORDINARY EXPERIENCES FOR INDIVIDUALS TO RECOGNIZE AND MAGNIFY THE UNIQUE GIFTS WITHIN THEMSELVES AND OTHERS TO PROFOUNDLY IMPACT THE WORLD. 10,000
    CAPTAINS FOR CLEAN WATER
    12360 FLINTLOCK LN
    FORT MEYERS,FL33912     		  PC TO ADVOCATE FOR THE ELIMINATION OF HARMFUL, LARGE-SCALE LAKE OKEECHOBEE DISCHARGES INTO THE CALOOSAHATCHEE AND ST. LUCIE RIVER ESTUARIES. 10,000
    CHESAPEAKE BAY FOUNDATION
    821 BARKER RD
    VIRGINIA BEACH,VA23462     		  PC TO EDUCATE STUDENTS THROUGH ACADEMIC PROGRAMS INDIVIDUALIZED TO ADDRESS THEIR LEARNING DIFFERENCES, EMPOWERING THEM WITH THE SKILLS AND CONFIDENCE NECESSARY FOR SUCCESS IN HIGHER EDUCATION, CAREERS AND LIFE. 20,000
    CHILDRENS ALOPECIA PROJECT
    906 PENN AVE
    WYOMISSING,PA19610     		  PC TO RAISE AWARENESS OF ALOPECIA AND THE SELF-ESTEEM IN CHILDREN SO THEY BECOME STRONGER TEENS AND PRODUCTIVE ADULTS. 5,000
    CONCERNS OF POLICE SURVIVORS
    846 OLD SOUTH 5
    CAMDENTON,MO65020     		  PC PROVIDE RESOURCES TO HELP FAMILIES AND CO-WORKERS COPE WITH THE TRAGIC LOSS OF OFFICERS KILLED IN HTE LINE OF DUTY. 10,000
    CONNECT WITH A WISH
    2492 NORTH LANDING RD SUITE 102
    VIRGINIA BEACH,VA23456     		  PC TO CONNECT THE WISHES AND NEEDS OF CHILDREN IN VIRGINIA BEACH FOSTER CARE WITH THE GENEROSITY OF THE COMMUNITY. 7,500
    CORINTH UNITED METHODIST
    23 W WILLIAMSBURG RD
    SANDSTON,VA23150     		  PC TO MAKE DISCIPLES OF JESUS CHRIST. 5,000
    DANIEL'S GRACE
    4216 VIRGINIA BEACH BLVD SUITE 140
    VIRGINIA BEACH,VA23452     		  PC TO PROVIDE SUPPORT TO THOSE WITH CANCER. 7,500
    DENBIGH YOUTH FOOTBALL AND CHEERLEADING ASSOCIATION
    PO BOX 22367
    NEWPORT NEWS,VA22367     		  PC TO PROVIDE OPPORTUNITIES TO PARTICIPATE IN RECREATIONAL YOUTH FOOTBALL AND CHEERLEADING. 5,000
    EASTERN VIRGINIA MEDICAL SCHOOL
    PO BOX 1980
    NORFOLK,VA23501     		  PC TO ADVANCE MEDICAL RESEARCH. 15,000
    FIDELITY CHARITABLE TRUST
    100 CROSBY PARKWAY
    COVINGTON,KY41015     		  NC TO PROMOTE CHARITABLE GIVING. 30,000
    FOODBANK OF SOUTHEASTERN VA
    800 TIDEWATER DRIVE
    NORFOLK,VA23504     		  PC TO HELP ELIMINATE HUNGER IN THE COMMUNITY. 10,000
    FOP 3 FOUNDATION
    1111 HARMONY RD
    NORFOLK,VA23502     		  PC TO PROMOTE AND FOSTER THE ENORCEMENT OF LAW AND ORDER. 5,000
    FULL CIRCLE FOUNDATION
    PO BOX 387
    RICHMOND,IL60071     		  PC TO GIVE BACK TO THE COMMUNITY. 10,000
    GOVERNOR'S SCHOOL FOR THE ARTS
    254 GRANBY STREET
    NORFOLK,VA23510     		  PC SUPPORT INNOVATION THAT DEVELOPS EXCELLENCE, NURTURES CREATIVITY, INSPIRES ARTISTIC VISION AND BUILDS COMMUNITIES WITH A PASSION FOR THE ARTS. 25,000
    HAMPTON ROADS COMMUNITY FOUNDATION
    101 W MAIN ST SUITE 4500
    NORFOLK,VA23510     		  PC TO IMPROVE LIFE IN SOUTHEASTERN VIRGINIA THROUGH GRANTS, SCHOLARSHIPS AND LEADERSHIP INITIATIVES. 30,000
    HOPE HOUSE FOUNDATION
    801 BOUSH STREET SUITE 302
    NORFOLK,VA23510     		  PC TO PROVIDE SERVICES TO ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES EXCLUSIVELY IN THEIR OWN HOMES OR APARTMENTS - REGARDLESS OF HOW COMPLEX THEIR DISABILITIES MAY BE. 10,000
    HOSPICE HOUSE
    4445 POWHATAN PARKWAY
    WILLIAMSBURG,VA23188     		  PC TO PROVIDE PHYSICAL, EMOTIONAL, SOCIAL AND SPIRITUAL SUPPORT TO ENHANCE THE QUALITY OF LIVING FOR INDIVIDUALS FACING THE LAST PHASES OF LIFE AND THE PEOPLE WHO LOVE THEM. 7,500
    HURRAH PLAYERS
    485 ST PAULS BLVD
    NORFOLK,VA23510     		  PC TO INSPIRE AND EMPOWER THE COMMUNITY THROUGH AFFORDABLE, PROFESSIONAL QUALITY MUSICAL THEATER EDUCATION AND FAMILY FRIENDLY ENTERTAINMENT. 57,500
    JEWISH FAMILY SERVICES
    5000 CORPORATE WOODS DR 400
    VIRGINIA BEACH,VA23462     		  PC TO PROVIDE A FULL SPECTRUM OF SOCIAL AND HEALTH SERVICES TO MEET THE NEEDS OF HAMPTON ROADS RESIDENTS. 10,000
    JT WALK
    2420 ATLANTIC AVE
    VIRGINIA BEACH,VA23451     		  PC TO HELP RAISE MONEY FOR ALS. 15,000
    KAMP KESEM
    10586 W PICO BLVD 196
    LOS ANGELES,CA90064     		  PC ALLOW PASSIONATE COLLEGE STUDENT LEADERS TO SUPPORT CHILDREN THROUGH AND BEYOND THEIR PARENT'S CANCER. 10,000
    KELSKIDS
    216 C 56TH STREET
    VIRGINIA BEACH,VA23451     		  NC TO HELP DIAGNOSE DISABLED PEOPLE TO GAIN SENSE OF FREEDOM THROUGH AQUATIC PROGRAMS. 30,000
    MERCY CHEFS
    4240 PORTSMOUTH BLVD 402
    CHESAPEAKE,VA23321     		  PC TO PROVIDE MEALS TO INDIVIDUALS IN AREAS OF NATURAL DISASTERS. 5,000
    MERCY MEDICAL ANGELS
    4620 HAYGOOD ROAD SUITE 1
    VIRGINIA BEACH,VA23455     		  PC TO REMOVE THE BARRIER TO MEDICAL CARE WITH TRANSPORTATION ONT HE GROUND WITH GAS CARDS, BUS AND TRAIN TICKETS AND IN THE AIR WITH COMMERCIAL FLIGHTS AND VOLUNTEER PILOTS. 7,500
    NORFOLK ROWING CENTER
    6011 WESTWOOD TER
    NORFOLK,VA23509     		  PC TO FOSTER RECREATIONAL AND COMPETITIVE ROWING IN SOUTHEASTERN VIRGINIA. 10,000
    OHEF SHOLOM TEMPLE
    530 RALEIGH AVE
    NORFOLK,VA23507     		  PC TO PROMOTE AND EDUCATE PEOPLE ON REFORM JUDAISM, TO INTRODUCE INNOVATION WHILE PRESERVING TRADTION, TO EMBRACE DIVERSITY WHILE ASSERTING COMMONALITY, TO AFFIRM BELIEFS WITHOUT REJECTING THOSE WHO DOUBT AND TO BRING FAITH TO SACRED TEXTS WITHOUT SACRIFICING CRITICAL SCHOLARSHIP. 10,000
    OKLAHOMA STATE UNIVERSITY MEDICAL CENTER
    744 W 9TH ST
    TULSA,OK74127     		  PC TO PROVIDE HIGH QUALITY HEALTH SERVICES, DELIVERED WITH COMPASSION FOR PATIENTS AND THEIR FAMILIES, RESPECT FOR EMPLOYEES, PHYSICIANS AND OTHER HEALTH CARE PROFESSIONALS, ENSURING OKLAHOMA STATE UNIVERSITY MEDICAL CENTER'S VIABILITY AND GROWTH THROUGH SOUND FISCAL AND ETHICAL PERFORMANCE AND, IN PARTNERSHIP WITH OKLAHOMA STATE UNIVERSITY CENTER FOR HEALTH SCIENCES, PROVIDE A SUPERIOR TRAINING GROUND FOR HEALTH CARE PROFESSIONALS TO SERVE RURAL AND URBAN OKLAHOMA. 10,000
    PENNINSULA COMMUNITY FOUNDATION
    19101 PENINSULA CLUB DR
    CORNELIUS,NC28031     		  PC TO DONATE FUNDS TO OTHER CHARITABLE ORGANIZATIONS IN THE COMMUNITY. 22,500
    PLANNED PARENTHOOD
    515 NEWTON RD
    VIRGINIA BEACH,VA23462     		  PC TO HELP PROVIDE AFFORDABLE HEALTH CARE FOR WOMEN, MEN, AND YOUNG PEOPLE AS WELL AS PROVIDE SEX EDUCATION. 20,000
    REALLY AWESOME PEOPLE SWIMMING (RAPS)
    617 REASOR DR
    VIRGINIA BEACH,VA23464     		  PC TO PROVIDE SWIM LESSONS TO AS MANY MINORITIES AS POSSIBLE IN ORDER TO KEEP THEM SAFE WHILE IN, ON, OR AROUND THE WATER, WHICH IN TURN, WILL HELP LOWER THE DROWNING RATES AMONG MINORITIES. 7,500
    RICKY MARTIN FOUNDATION
    PO BOX 13534
    SAN JUAN    
    RQ     		  PC TO EDUCATE ABOUT HUMAN TRAFFICKING THROUGH RESEARCH AND COMMUNITY INITIATIVES, ANCHORED IN THE DEFENSE OF CHILDREN AND YOUTH RIGHTS. 5,000
    SPONDYLITIS ASSOCIATION
    16360 ROSCOE BLVD STE 100
    VAN NUYS,CA91406     		  PC TO CURE ANKYLOSING SPONDYLITIS AND RELATED DISEASES, AND TO EMPOWER THOSE AFFECTED TO LIVE THEIR LIVES TO THE FULLEST. 10,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		  PC TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT. 10,000
    ST MARY'S INFANT HOME
    6171 KEMPSVILLE CIR
    NORFOLK,VA23502     		  PC TO PROVIDE EXPERT AROUND-THE-CLOCK CARE FOR CHILDREN WITH SEVERE PHYSICAL AND INTELLECTUAL DISABILITIES 10,000
    SUGAR PLUM BAKERY
    1353 LASKIN RD
    VIRGINIA BEACH,VA23451     		  PC TO SERVE THE NEEDS OF PERSONS WITH DISABILITIES THROUGH EMPLOYMENT, EDUCATION AND TRAINING. 5,000
    THE HERMITAGE MUSEUM & GARDENS
    7637 N SHORE RD
    NORFOLK,VA23505     		  PC TO ENCOURAGE DEVELOPMENT OF ARTS AND CRAFTS AND TO PROMOTE THE ARTS WITHIN THE COMMUNITY. 15,000
    THE HIMALYAN CATARACT PROJECT
    PO BOX 55
    WATERBURY,VT05676     		  PC TO HELP ERADICATE PREVENTABLE AND CURABLE BLINDNESS IN THE DEVELOPING WORLD. 20,000
    TIDEWATER ORCHID SOCIETY
    6700 AZALEA GARDEN ROAD
    NORFOLK,VA23518     		  PC TO PROMOTE PUBLIC INTEREST IN AND APPRECIATION OF ORCHIDS BY UNDERTAKING EXHIBITS, SHOWS, AND OTHER PROMOTIONS, AND WILL ENDEAVER TO INCREASE MEMBERS' KNOWLEDGE OF ORCHIDS AND THEIR CULTURE BY LECTURES, WORKSHOPS, AND EDUCATIONAL PROGRAMS. 10,000
    TIDEWATER WOODEN BOAT WORKSHOP
    1153 BIRKS LN
    VIRGINIA BEACH,VA23464     		  PC TO HELP DISADVANTAGED YOUTH DEVELOP LIFE SKILLS THAT LEAD TO A SUCCSSFUL FUTURE THROUGH BOAT BUILDING AND OTHER NAUTICAL-RELATED ACTIVITIES. 7,500
    UNTAMED SPIRIT THERAPEUTIC AND EDUCATIONAL PROGRAM
    3943 DAWLEY ROAD
    VIRGINIA BEACH,VA23457     		  PC TO SERVE SPECIAL NEEDS CHILDREN AND ADULTS AND OFFER EDUCATIONAL WORKSHOPS TO THE COMMUNITY ABOUT EQUINE ASSISTED PROGRAMS. 7,500
    VIRGINIA AQUARIUM AND MARINE SCIENCE CENTER FOUNDATION
    717 GENERAL BOOTH BLVD
    VIRGINIA BEACH,VA23451     		  PC TO PROCURE AND MAINTAIN THE AQUARIUM'S EXHIBITS, INCLUDING THE ANIMALS AND HABITATS. 20,000
    VIRGINIA ARTS FESTIVAL
    440 BANK STREET
    NORFOLK,VA23510     		  PC TO BRING WORLD-CLASS PERFORMING ARTS TO OUR CITIZENS AND VISITORS, IMPACT THE LIVES OF STUDENTS THROUGH OUTSTANDING EDUCATION PROGRAMS, COMMISSION NEW WORKS OF NATIONAL AND INTERNATIONAL SIGNIFICANCE AND MAKE A TANGIBLE DIFFERENCE IN THE AREA THROUGH REGIONAL PARTNERSHIPS AND CULTURAL TOURISM. 100,000
    VIRGINIA BEACH ADAPTIVE WATERSPORTS
    400 BAKER RD
    VIRGINIA BEACH,VA23462     		  PC TO SERVE INDIVIDUALS WITH DISABILITIES IN OUR COMMUNITY, AND THEIR FAMILIES, BY OFFERING EVENTS SUCH AS CLINICS, WORKSHOPS AND TRAINING SESSIONS TO INSTRUCT AND DEVELOP OUR DISABLED ATHLETES AND SUPPORT STAFF. 7,500
    VIRGINIA WESLEYAN UNIVERSITY
    5817 WESLEYAN DRIVE
    VIRGINIA BEACH,VA23455     		  PC TO FOSTER AN INCLUSIVE COMMUNITY DEDICATED TO SCHOLARSHIP AND SERVICE GROUNDED IN THE LIBERAL ARTS AND SCIENCES THAT INSPIRES STUDENTS TO BUILD MEANINGFUL LIVES THROUGH ENGAGEMENT IN COASTAL VIRGINIA'S DYNAMIC METROPOLITAN REGION, THE NATION AND THE WORLD. 10,000
    WHRO
    5200 HAMPTON BLVD
    NORFOLK,VA23508     		  PC TO IMPROVE THE CIVIC, EDUCATIONAL AND CULTURAL LIFE OF THE CITIZENS OF EASTERN VIRGINIA THROUGH THE PRODUCTION AND DISTRIBUTION OF IMPORTANT AND IMPACTFUL LOCAL, NATIONAL, AND EDUCATIONAL CONTENT. 5,000
    WORLD CENTRAL KITCHEN
    PO BOX 392289
    PITTSBURGH,PA15251     		  PC TO HELP CHANGE THE WORLD THROUGH THE EYES OF CHEFS. AS CHEFS, THEIR WORK IN THE KITCHEN IMPROVES HEALTH, INCREASES EDUCATION RATES, PROVIDES CAREER SKILLS, AND CREATES FOOD BUSINESSES. 10,000
    Total .................................bullet 3a 785,000
    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 ...........     		    14 124  
    4 Dividends and interest from securities....     14 338,005  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 185,979  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 337,987  
    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).. 0 862,095 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    862,095
    (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:
    THE DALIS FOUNDATION
    EIN:
    54-6046229
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 8,865 7,978   887

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

    TY 2018 DepreciationSchedule
    Name:
    THE DALIS FOUNDATION
    EIN:
    54-6046229
    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
    BUILDING 33RD & PACIFIC AVE 1978-12-01 225,000 225,000 SL 30.000000000000 0 0    
    LAND 33RD & PACIFIC AVE 1978-12-01 224,232   L   0 0    
    LAND 32ND & PACIFIC AVE 1978-12-01 82,000   L   0 0    
    NEW ROOF 1995-10-30 30,732 17,829 SL 39.000000000000 788 788    
    APPRAISAL FEE 2011-10-17 6,000     0 % 0 0    
    OTHER FEES 2013-05-31 39,790     0 % 0 0    
    OTHER FEES 2013-05-31 1,950     0 % 0 0    
    LEASEHOLD IMPROVEMENTS 2014 2016-06-01 136,914 18,256 SL 15.000000000000 9,128 9,128    
    ELECTRICAL UPDATE 2014 2016-06-01 100,000 13,334 SL 15.000000000000 6,667 6,667    
    SIGN 2014 2016-06-01 3,384 452 SL 15.000000000000 226 226    
    LEASEHOLD IMPROVEMENTS 2015 2016-06-01 333,089 44,412 SL 15.000000000000 22,206 22,206    
    ELEVATOR 2015 2016-06-01 23,520 3,136 SL 15.000000000000 1,568 1,568    
    LEASEHOLD IMPROVEMENTS 2016 2016-06-01 463,408 61,788 SL 15.000000000000 30,894 30,894    
    APPRAISAL FEE 2017-01-24 5,000     0 % 0 0    
    NEW FENCING 2017-09-28 5,830 259 SL 15.000000000000 389 389    
    LEASEHOLD IMPROVEMENTS 2017/2018 2017-11-05 176,219 2,636 SL 39.000000000000 4,518 4,518    
    HVAC 2018-01-02 21,210 227 SL 39.000000000000 544 544    
    BATHROOM REMODEL 2018-05-29 32,075   SL 39.000000000000 822 822    
    LEASEHOLD IMPROVEMENTS 2018/2019 2019-05-29 9,496   SL 15.000000000000 0 0    

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE DALIS FOUNDATION
    EIN:
    54-6046229
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 0 102,564
    AMERICAN EXPRESS 0 76,943
    CDK GLOBAL 0 103,898
    DXC TECHNOLOGY 0 26,143
    EXXON MOBIL 0 138,480
    KRAFT FOODS 97,986 189,269
    MONDELEZ 0 1,094,053
    PERSPECTA 0 5,880
    ROYAL DUTCH 0 29,524
    VERSUM MATERIALS 1,415 53,918
    ABBOTT LABORATORIES 984 117,740
    AIR PRODUCTS & CHEMICALS 2,586 101,867
    AUTOMATIC DATA PROCESSING 3,468 864,676
    VERIZON 29,792 56,102
    AT&T 20,582 66,584
    COCA COLA, INC 6,741 37,681
    EMERSON ELECTRIC COMPANY 3,213 83,400
    GENERAL ELECTRIC CO 9,471 57,750
    HEWLETT PACKARD 5,230 95,634
    MARSH & MCLENNAN 12,998 478,800
    MCDONALD'S CORP 12,738 764,189
    ALTRIA GROUP INC 87,853 25,048
    EDISON INTERNATIONAL 13,292 94,374
    UNITED TECHNOLOGIES 9,293 300,762
    PHILIP MORRIS INTERNATIONAL 79,346 897,362
    JOHNSON & JOHNSON 3,505 724,256
    AMERIPRISE FINANCIAL 369 36,000
    GENERAL MILLS 0 11,344
    3M CO COM 27,437 182,007
    WABTEC CORP 2,264 2,081

    TY 2018 InvestmentsLandSchedule2
    Name:
    THE DALIS FOUNDATION
    EIN:
    54-6046229
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING 33RD & PACIFIC AVE 225,000 225,000 0  
    LAND 33RD & PACIFIC AVE 224,232 0 224,232  
    LAND 32ND & PACIFIC AVE 82,000 0 82,000  
    NEW ROOF 30,732 18,617 12,115  
    APPRAISAL FEE 6,000 0 6,000  
    OTHER FEES 39,790 0 39,790  
    OTHER FEES 1,950 0 1,950  
    LEASEHOLD IMPROVEMENTS 2014 136,914 27,384 109,530  
    ELECTRICAL UPDATE 2014 100,000 20,001 79,999  
    SIGN 2014 3,384 678 2,706  
    LEASEHOLD IMPROVEMENTS 2015 333,089 66,618 266,471  
    ELEVATOR 2015 23,520 4,704 18,816  
    LEASEHOLD IMPROVEMENTS 2016 463,408 92,682 370,726  
    APPRAISAL FEE 5,000 0 5,000  
    NEW FENCING 5,830 648 5,182  
    LEASEHOLD IMPROVEMENTS 2017/2018 176,219 7,154 169,065  
    HVAC 21,210 771 20,439  
    BATHROOM REMODEL 32,075 822 31,253  
    LEASEHOLD IMPROVEMENTS 2018/2019 9,496 0 9,496  

    TY 2018 LegalFeesSchedule
    Name:
    THE DALIS FOUNDATION
    EIN:
    54-6046229
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,111 1,000   111


    TY 2018 OtherDecreasesSchedule
    Name:
    THE DALIS FOUNDATION
    EIN:
    54-6046229
    Description Amount
    ADJUSTMENTS TO BASIS OF INVESTMENTS 77,280


    TY 2018 OtherExpensesSchedule
    Name:
    THE DALIS FOUNDATION
    EIN:
    54-6046229
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 27 24   3
    PENALTIES 3,917 3,591   326


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE DALIS FOUNDATION
    EIN:
    54-6046229
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE ON LEASEHOLD IMPROVEMENTS 46,880 0
    PAYROLL WITHHOLDINGS 0 19,811


    TY 2018 TaxesSchedule
    Name:
    THE DALIS FOUNDATION
    EIN:
    54-6046229
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 7,389 6,650   739