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
MCINTYREC S & M F MCINTYRE FDN - EQ
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

38-6046733
B Telephone number (see instructions)

(800) 496-2583
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$3,059,309J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 69,634 69,590  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 113,226
b Gross sales price for all assets on line 6a 993,278
7 Capital gain net income (from Part IV, line 2)... 113,226
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 182,860 182,816  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 46,237 27,742   18,495
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,031 1,643   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,268 29,385 0 18,495
25 Contributions, gifts, grants paid....... 161,000 161,000
26 Total expenses and disbursements. Add lines 24 and 25 213,268 29,385 0 179,495
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -30,408
b Net investment income (if negative, enter -0-) 153,431
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 643 225 225
2 Savings and temporary cash investments......... 92,708 47,066 47,066
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,785,269 Click to see attachment1,780,493 2,361,134
c Investments—corporate bonds (attach schedule)....... 598,617 Click to see attachment618,988 650,884
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 2,477,237 2,446,772 3,059,309
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 2,477,237 2,446,772
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)..... 2,477,237 2,446,772
31 Total liabilities and net assets/fund balances (see instructions). 2,477,237 2,446,772
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
2,477,237
2
Enter amount from Part I, line 27a .....................
2
-30,408
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,446,829
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
57
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,446,772
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 1. EASTMAN CHEM CO   2016-02-23 2018-12-11
b 7. EASTMAN CHEM CO   2016-02-23 2018-12-11
c 1. EASTMAN CHEM CO   2016-02-23 2018-12-11
d 27. LAUDER ESTEE COS INC CL A   2018-08-23 2018-12-11
e 4. EASTMAN CHEM CO   2016-02-23 2018-12-12
2. EASTMAN CHEM CO   2016-02-23 2018-12-12
8. EASTMAN CHEM CO   2016-02-23 2018-12-12
8. EASTMAN CHEM CO   2016-02-23 2018-12-13
8. EASTMAN CHEM CO   2016-07-07 2018-12-14
2180.018 DODGE & COX INCOME FUND   2017-11-17 2018-12-17
143.6 DODGE & COX INCOME FUND   2018-01-22 2018-12-17
5. EASTMAN CHEM CO   2016-07-07 2018-12-17
9. PVH CORP     2018-12-17
2. PVH CORP   2018-01-29 2018-12-17
4. EASTMAN CHEM CO   2016-07-07 2018-12-18
5. EASTMAN CHEM CO     2018-12-18
6. PVH CORP     2018-12-18
3. PVH CORP   2018-01-29 2018-12-18
3. PVH CORP   2018-01-30 2018-12-18
3. PVH CORP   2018-01-30 2018-12-19
22. GOLDMAN SACHS GROUP INC     2018-12-21
70. PARSLEY ENERGY INC-CLASS A     2018-12-21
18. PARSLEY ENERGY INC-CLASS A     2018-12-21
2756.039 JPMORGAN CORE BOND FUND ULTRA     2018-12-27
242. VANGUARD BD INDEX FD INC   2018-06-13 2018-12-27
422.493 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070   2013-05-01 2019-01-17
1. GILEAD SCIENCES INC   2015-01-08 2019-01-23
1. GILEAD SCIENCES INC   2015-01-08 2019-01-23
6. GILEAD SCIENCES INC     2019-01-23
1. GILEAD SCIENCES INC   2015-01-08 2019-01-23
2. GILEAD SCIENCES INC     2019-01-23
2. MASTERCARD INC - CLASS A   2011-09-21 2019-01-23
7. WORLDPAY INC CL A   2017-09-22 2019-01-23
1. WORLDPAY INC CL A   2017-09-22 2019-01-23
9. GILEAD SCIENCES INC     2019-01-24
2. MASTERCARD INC - CLASS A   2011-09-21 2019-01-24
6. MASTERCARD INC - CLASS A     2019-01-24
12. WORLDPAY INC CL A   2017-09-22 2019-01-24
1. GILEAD SCIENCES INC   2016-02-10 2019-01-25
3. GILEAD SCIENCES INC   2016-02-10 2019-01-25
1. GILEAD SCIENCES INC   2016-02-10 2019-01-25
9. MASTERCARD INC - CLASS A   2012-04-30 2019-01-25
13. WORLDPAY INC CL A   2017-09-22 2019-01-25
3. WORLDPAY INC CL A   2018-10-08 2019-01-25
1. GILEAD SCIENCES INC   2016-02-10 2019-01-28
2. GILEAD SCIENCES INC   2016-02-10 2019-01-28
9. WORLDPAY INC CL A   2018-10-08 2019-01-28
2. GILEAD SCIENCES INC   2016-02-10 2019-01-29
2. WORLDPAY INC CL A   2018-10-08 2019-01-29
1. GILEAD SCIENCES INC   2016-02-10 2019-01-30
1. GILEAD SCIENCES INC   2016-02-10 2019-01-30
11. WORLDPAY INC CL A     2019-01-30
1. GILEAD SCIENCES INC   2016-02-10 2019-01-31
1. GILEAD SCIENCES INC   2018-12-26 2019-02-01
2. GILEAD SCIENCES INC     2019-02-01
510. ISHARES MISCI EAFE INDEX FUND     2019-02-11
1452.686 DODGE & COX INCOME FUND   2018-09-10 2019-02-12
658.631 DODGE & COX INCOME FUND   2018-01-22 2019-02-12
1495.252 DOUBLELINE TTL RTRN BND-I   2018-07-30 2019-02-12
4276.982 DOUBLELINE TTL RTRN BND-I     2019-02-12
21.069 JPMORGAN CORE BOND FUND ULTRA   2016-09-27 2019-02-12
11092.602 JPMORGAN CORE BOND FUND ULTRA     2019-02-12
6057.1 PIMCO INVESTMENT GRADE CORPORATE BOND FUND     2019-02-12
308. VANGUARD BD INDEX FD INC     2019-02-12
168. VANGUARD BD INDEX FD INC   2018-12-17 2019-02-12
726.909 DODGE & INTERNATIONAL STOCK FUND   2008-10-13 2019-02-14
9. ANALOG DEVICES INC   2016-10-31 2019-02-19
4. ANALOG DEVICES INC     2019-02-19
12. ANALOG DEVICES INC     2019-02-19
21. ANALOG DEVICES INC     2019-02-19
9. ANALOG DEVICES INC     2019-02-19
4. ANALOG DEVICES INC   2018-09-13 2019-02-19
15. ANALOG DEVICES INC     2019-02-20
2. ADOBE SYS INC   2012-11-05 2019-03-04
1. ALPHABET INC-CL C   2013-02-08 2019-03-04
1. AMAZON COM INC   2015-03-12 2019-03-04
2. AMERICAN EXPRESS CO   2018-07-18 2019-03-04
8. APPLE COMPUTER INC   2011-04-06 2019-03-04
1692.63 ARTISAN INTL VAL-INST     2019-03-04
2. AUTOMATIC DATA PROCESSING INC   2018-10-19 2019-03-04
30. BANK OF AMERICA CORPORATION   2012-11-08 2019-03-04
3. BERKSHIRE HATHAWAY INC DEL CL B   2017-04-20 2019-03-04
15. BOSTON SCIENTIFIC CORP   2016-09-15 2019-03-04
7. BRISTOL MYERS SQUIBB CO   2013-05-13 2019-03-04
3. BROADCOM INC   2013-05-31 2019-03-04
3. CELGENE CORP.   2015-08-11 2019-03-04
1. CHARTER COMMUNICATIONS INC-A   2016-02-09 2019-03-04
10. CITIGROUP INC NEW     2019-03-04
7. COCA-COLA CO   2018-04-13 2019-03-04
11. COMCAST CORP NEW CL A   2016-02-05 2019-03-04
4. DELTA AIR LINES INC DEL NEW   2017-12-13 2019-03-04
2. DIAMONDBACK ENERGY INC   2017-05-15 2019-03-04
7. DISNEY WALT CO     2019-03-04
4. DOLLAR TREE INC     2019-03-04
13. DOWDUPONT INC   2015-07-15 2019-03-04
6. EOG RESOURCES INC   2016-05-02 2019-03-04
4. ELECTRONIC ARTS   2018-09-20 2019-03-04
2. FACEBOOK INC-A     2019-03-04
3. FIDELITY NATL INFORMATION SVCS INC   2014-12-18 2019-03-04
3. FISERV INC   2019-01-23 2019-03-04
3. GENERAL DYNAMICS CORP     2019-03-04
4. HOME DEPOT INC   2011-01-27 2019-03-04
5. HONEYWELL INTL INC     2019-03-04
3. INTERCONTINENTALEXCHANGE GROUP, INC   2017-01-31 2019-03-04
570.526 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070   2013-05-01 2019-03-04
13. KEYCORP NEW   2016-03-01 2019-03-04
4. LILLY ELI & CO     2019-03-04
4. LOWES COS INC   2012-04-30 2019-03-04
7. MARATHON PETROLEUM CORPORATION   2018-03-09 2019-03-04
4. MASTERCARD INC - CLASS A   2012-04-30 2019-03-04
6. MERCK & CO INC     2019-03-04
19. MICROSOFT CORP   2012-07-06 2019-03-04
10. MONDELEZ INTERNATIONAL-W/I   2011-10-05 2019-03-04
17. MORGAN STANLEY DEAN WITTER & CO NEW   2013-04-19 2019-03-04
1. NETFLIX.COM INC   2018-09-13 2019-03-04
2. NEXTERA ENERGY INC   2016-10-18 2019-03-04
5. NISOURCE INC   2013-10-17 2019-03-04
3. NORFOLK SOUTHN CORP     2019-03-04
2. NORTHROP GRUMMAN CORP   2016-09-16 2019-03-04
3. NVIDIA CORP   2017-10-03 2019-03-04
1. O'REILLY AUTOMOTIVE INC   2017-05-04 2019-03-04
11. OCCIDENTAL PETE CORP     2019-03-04
1. PARKER HANNIFIN CORP   2018-01-11 2019-03-04
5. PAYPAL HOLDINGS INC   2018-01-26 2019-03-04
6. PEPSICO INC   2014-10-13 2019-03-04
21. PFIZER INC   2015-06-04 2019-03-04
5. PHILIP MORRIS INTERNATIONAL     2019-03-04
3. PIONEER NAT RES CO     2019-03-04
3. PRUDENTIAL FINL INC   2018-12-21 2019-03-04
1. REGENERON PHARMACEUTICALS INC   2019-01-23 2019-03-04
4. ROSS STORES INC   2018-12-11 2019-03-04
1. SVB FINANCIAL GROUP   2015-02-05 2019-03-04
3. SALESFORCE.COM INC   2018-04-13 2019-03-04
6. SCHWAB CHARLES CORP NEW   2015-10-19 2019-03-04
4. STANLEY BLACK & DECKER,INC.     2019-03-04
6. TEXAS INSTRS INC   2016-02-05 2019-03-04
4. UNION PAC CORP   2015-09-29 2019-03-04
2. UNITED TECHNOLOGIES CORP   2017-12-05 2019-03-04
5. UNITEDHEALTH GROUP INC     2019-03-04
1. VERTEX PHARMACEUTICALS INC   2015-04-08 2019-03-04
3. VISA INC CLASS A SHARES   2015-10-19 2019-03-04
3. WASTE CONNECTIONS INC   2016-07-26 2019-03-04
12. WELLS FARGO & CO NEW   2011-07-20 2019-03-04
1. WEX INC   2016-05-02 2019-03-04
2. YUM BRANDS INC     2019-03-04
5. ZIMMER HLDGS INC   2017-11-10 2019-03-04
3. ALLEGION PLC   2015-10-28 2019-03-04
3. ACCENTURE PLC     2019-03-04
2. LINDE PLC   2018-12-11 2019-03-04
4. MEDTRONIC PLC   2018-04-06 2019-03-04
3. APTIV PLC   2017-05-18 2019-03-04
4. CHUBB LTD   2009-04-13 2019-03-04
3. NXP SEMICONDUCTORS NV   2019-02-19 2019-03-04
763.672 DODGE & INTERNATIONAL STOCK FUND     2019-03-05
5. BIOGEN IDEC INC   2018-10-08 2019-03-14
6. BIOGEN IDEC INC     2019-03-14
3. BRISTOL MYERS SQUIBB CO   2018-12-26 2019-03-14
110. BRISTOL MYERS SQUIBB CO     2019-03-14
25. DISNEY WALT CO     2019-03-14
. BANK OF AMERICA CORPORATION     2019-03-20
. PFIZER INC     2019-04-03
22. DOW INC     2019-04-08
3. DOW INC     2019-04-08
1. DOW INC   2017-02-22 2019-04-08
27. DOW INC     2019-04-08
8.664 DOW INC     2019-04-08
5.336 DOW INC   2018-04-09 2019-04-08
3. DOW INC     2019-04-09
48. OCCIDENTAL PETE CORP     2019-04-25
49. OCCIDENTAL PETE CORP     2019-04-25
10. OCCIDENTAL PETE CORP     2019-05-01
2. OCCIDENTAL PETE CORP     2019-05-01
6. REGENERON PHARMACEUTICALS INC     2019-05-01
2. REGENERON PHARMACEUTICALS INC     2019-05-01
31. OCCIDENTAL PETE CORP     2019-05-02
2. OCCIDENTAL PETE CORP   2018-08-09 2019-05-02
1. OCCIDENTAL PETE CORP   2018-08-09 2019-05-02
7. OCCIDENTAL PETE CORP     2019-05-02
3. OCCIDENTAL PETE CORP     2019-05-02
4. OCCIDENTAL PETE CORP     2019-05-03
11. OCCIDENTAL PETE CORP     2019-05-03
2654.228 DODGE & INTERNATIONAL STOCK FUND     2019-05-14
2. PRUDENTIAL FINL INC   2018-12-21 2019-05-14
23. PRUDENTIAL FINL INC   2018-12-21 2019-05-14
11. PRUDENTIAL FINL INC   2018-12-21 2019-05-14
4. PRUDENTIAL FINL INC   2018-12-21 2019-05-14
5. PRUDENTIAL FINL INC     2019-05-14
34. SCHWAB CHARLES CORP NEW     2019-05-15
31. SCHWAB CHARLES CORP NEW     2019-05-16
8. SCHWAB CHARLES CORP NEW     2019-05-16
17. SCHWAB CHARLES CORP NEW   2016-06-03 2019-05-16
2. SCHWAB CHARLES CORP NEW   2018-12-26 2019-05-16
27. MEDTRONIC PLC     2019-05-16
13. MEDTRONIC PLC     2019-05-16
11. MEDTRONIC PLC   2018-07-18 2019-05-16
9. MEDTRONIC PLC   2018-07-18 2019-05-17
16. MEDTRONIC PLC     2019-05-17
7. PARKER HANNIFIN CORP   2018-01-11 2019-05-20
9. PARKER HANNIFIN CORP   2018-01-11 2019-05-20
1. PARKER HANNIFIN CORP   2018-12-26 2019-05-20
3. PARKER HANNIFIN CORP   2018-01-11 2019-05-20
31. DELTA AIR LINES INC DEL NEW     2019-06-05
12. DELTA AIR LINES INC DEL NEW   2017-12-13 2019-06-05
35. PHILIP MORRIS INTERNATIONAL     2019-06-05
3. PHILIP MORRIS INTERNATIONAL   2018-10-24 2019-06-05
1. DELTA AIR LINES INC DEL NEW   2017-12-13 2019-06-06
10. DELTA AIR LINES INC DEL NEW     2019-06-06
11. DELTA AIR LINES INC DEL NEW   2017-12-13 2019-06-06
2. DELTA AIR LINES INC DEL NEW   2017-12-13 2019-06-06
2. DELTA AIR LINES INC DEL NEW   2017-12-13 2019-06-07
1. DELTA AIR LINES INC DEL NEW   2017-12-13 2019-06-07
1. DELTA AIR LINES INC DEL NEW   2017-12-13 2019-06-07
1. DELTA AIR LINES INC DEL NEW   2018-12-26 2019-06-07
1. DELTA AIR LINES INC DEL NEW   2018-12-26 2019-06-07
95. BANK OF AMERICA CORPORATION     2019-06-10
20. DOLLAR TREE INC     2019-06-10
74. WELLS FARGO & CO NEW     2019-06-10
22. DOLLAR TREE INC     2019-06-11
8. DOLLAR TREE INC   2018-12-17 2019-06-11
7. DOLLAR TREE INC     2019-06-11
. CORTEVA INC     2019-06-13
. DUPONT DE NEMOURS INC-WI     2019-06-13
7. ADOBE SYS INC   2012-11-05 2019-06-27
. AMGEN INC     2019-07-17
872.457 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070   2013-05-01 2019-07-17
7. SVB FINANCIAL GROUP     2019-08-14
5. SVB FINANCIAL GROUP     2019-08-14
11. APTIV PLC   2017-05-18 2019-08-14
6. APTIV PLC   2017-05-18 2019-08-14
15. APTIV PLC     2019-08-14
8. SVB FINANCIAL GROUP     2019-08-15
28. APTIV PLC     2019-08-15
1. APTIV PLC   2018-12-26 2019-08-15
575.306 ARTISAN INTL VAL-INST   2011-12-19 2019-08-23
555.022 VANGUARD TOT BD MKT IDX-ADM   2019-02-12 2019-08-23
646.781 VANGUARD TTL INTL BND-ADM   2017-04-26 2019-08-23
. GENERAL MOTORS CO     2019-09-05
272. ISHARES TR BARCLAYS MBS BD FD   2019-02-12 2019-09-19
1163.937 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070   2013-05-01 2019-09-24
37. DISNEY WALT CO     2019-10-25
9. ACCENTURE PLC   2014-04-03 2019-10-25
1. ALEXION PHARMACEUTICALS INC   2019-03-14 2019-10-28
1. ALPHABET INC-CL C   2013-04-04 2019-10-28
2. AMERICAN EXPRESS CO   2018-07-18 2019-10-28
1. APPLE COMPUTER INC   2011-04-06 2019-10-28
8. BANK OF AMERICA CORPORATION   2013-04-18 2019-10-28
1. BERKSHIRE HATHAWAY INC DEL CL B   2017-04-20 2019-10-28
3. BOSTON SCIENTIFIC CORP   2016-09-15 2019-10-28
1. BROADCOM INC   2013-05-31 2019-10-28
1. CELGENE CORP.   2015-08-11 2019-10-28
1. CHARTER COMMUNICATIONS INC-A   2016-02-09 2019-10-28
2. CITIGROUP INC NEW   2012-10-23 2019-10-28
2. COCA-COLA CO   2018-04-13 2019-10-28
4. COMCAST CORP NEW CL A   2016-02-05 2019-10-28
1. CORTEVA INC   2015-07-15 2019-10-28
1. DIAMONDBACK ENERGY INC   2017-05-15 2019-10-28
1. EOG RESOURCES INC   2016-05-02 2019-10-28
1. ELECTRONIC ARTS   2018-09-20 2019-10-28
1. FACEBOOK INC-A   2014-10-29 2019-10-28
2. FIDELITY NATL INFORMATION SVCS INC   2014-12-18 2019-10-28
1. FISERV INC   2019-01-23 2019-10-28
1. HOME DEPOT INC   2011-01-27 2019-10-28
2. HONEYWELL INTL INC   2011-07-27 2019-10-28
4. KEYCORP NEW   2016-03-01 2019-10-28
1. LILLY ELI & CO   2015-07-07 2019-10-28
1. LOWES COS INC   2012-04-30 2019-10-28
2. MARATHON PETROLEUM CORPORATION   2018-03-09 2019-10-28
1. MASTERCARD INC - CLASS A   2012-04-30 2019-10-28
2. MERCK & CO INC   2016-08-05 2019-10-28
3. MICROSOFT CORP   2012-07-06 2019-10-28
2. MONDELEZ INTERNATIONAL-W/I   2011-10-05 2019-10-28
3. MORGAN STANLEY DEAN WITTER & CO NEW   2013-04-19 2019-10-28
2. NISOURCE INC   2013-10-17 2019-10-28
1. NORFOLK SOUTHN CORP   2017-02-01 2019-10-28
1. NORTHROP GRUMMAN CORP   2016-09-16 2019-10-28
1. PAYPAL HOLDINGS INC   2018-01-26 2019-10-28
1. PEPSICO INC   2014-10-13 2019-10-28
4. PFIZER INC   2015-06-04 2019-10-28
1. PHILIP MORRIS INTERNATIONAL   2018-10-24 2019-10-28
1. PROCTER & GAMBLE CO   2019-06-05 2019-10-28
1. ROSS STORES INC   2018-12-11 2019-10-28
1. TEXAS INSTRS INC   2016-02-05 2019-10-28
1. UNION PAC CORP   2015-09-29 2019-10-28
1. UNITEDHEALTH GROUP INC   2013-06-24 2019-10-28
1. VERTEX PHARMACEUTICALS INC   2015-04-08 2019-10-28
1. WASTE CONNECTIONS INC   2016-07-26 2019-10-28
2. WELLS FARGO & CO NEW   2012-06-05 2019-10-28
1. WEX INC   2016-05-02 2019-10-28
1. YUM BRANDS INC   2018-11-27 2019-10-28
1. ZIMMER HLDGS INC   2017-11-10 2019-10-28
1. ACCENTURE PLC   2014-04-03 2019-10-28
11. ACCENTURE PLC     2019-10-28
2. LINDE PLC   2018-12-11 2019-10-28
1. CHUBB LTD   2009-04-13 2019-10-28
23. NISOURCE INC     2019-11-11
30. NISOURCE INC     2019-11-11
24. NISOURCE INC     2019-11-12
62. NISOURCE INC     2019-11-12
5. NISOURCE INC   2015-12-03 2019-11-12
6. NISOURCE INC   2015-12-03 2019-11-13
36. CELGENE CORP.     2019-11-21
106. CELGENE CORP.     2019-11-21
55. RTS BRISTOL-MYERS SQUIBB-CVR   2019-11-21 2019-11-25
6. RTS BRISTOL-MYERS SQUIBB-CVR   2019-11-21 2019-11-25
2. RTS BRISTOL-MYERS SQUIBB-CVR   2019-11-21 2019-11-25
68. RTS BRISTOL-MYERS SQUIBB-CVR   2019-11-21 2019-11-26
11. RTS BRISTOL-MYERS SQUIBB-CVR   2019-11-21 2019-11-27
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 75   63 12
b 516   443 73
c 73   63 10
d 3,758   3,604 154
e 291   253 38
147   127 20
585   506 79
580   506 74
570   536 34
29,125   30,128 -1,003
1,919   1,967 -48
362   335 27
824   1,395 -571
185   311 -126
288   268 20
358   336 22
556   935 -379
277   468 -191
279   470 -191
280   470 -190
3,619   3,265 354
1,058   2,223 -1,165
275   573 -298
30,950   32,643 -1,693
18,961   18,884 77
8,163   6,620 1,543
69   102 -33
69   102 -33
410   610 -200
68   102 -34
136   190 -54
397   71 326
577   504 73
83   72 11
610   801 -191
399   70 329
1,193   261 932
987   865 122
68   89 -21
207   267 -60
69   89 -20
1,823   407 1,416
1,078   937 141
249   291 -42
68   89 -21
136   178 -42
749   873 -124
138   178 -40
164   194 -30
70   89 -19
69   89 -20
919   1,044 -125
70   89 -19
70   62 8
140   176 -36
31,631   27,619 4,012
19,582   19,539 43
8,878   9,023 -145
15,610   15,551 59
44,652   47,263 -2,611
239   253 -14
126,012   124,642 1,370
61,298   61,015 283
24,284   24,092 192
13,246   13,163 83
28,851   20,143 8,708
942   578 364
417   257 160
1,259   763 496
2,191   1,933 258
939   574 365
420   369 51
1,589   1,365 224
513   68 445
1,137   391 746
1,699   374 1,325
217   206 11
1,405   391 1,014
58,294   43,996 14,298
305   287 18
868   285 583
605   495 110
603   350 253
370   286 84
818   127 691
256   390 -134
345   182 163
637   371 266
319   312 7
425   321 104
195   214 -19
207   208 -1
796   652 144
382   370 12
699   680 19
576   496 80
384   454 -70
332   151 181
322   188 134
256   241 15
501   460 41
733   152 581
773   232 541
228   174 54
11,662   8,940 2,722
224   139 85
507   347 160
412   125 287
429   492 -63
902   181 721
486   382 104
2,117   572 1,545
470   208 262
716   349 367
351   371 -20
375   250 125
134   56 78
539   357 182
567   423 144
468   537 -69
370   249 121
735   1,027 -292
174   208 -34
481   425 56
696   571 125
901   723 178
435   568 -133
431   434 -3
289   240 49
432   400 32
374   323 51
249   120 129
473   358 115
272   171 101
539   427 112
638   299 339
667   345 322
251   241 10
1,180   322 858
189   123 66
444   231 213
253   148 105
600   349 251
179   94 85
190   178 12
621   554 67
271   194 77
484   254 230
337   321 16
367   310 57
251   212 39
533   183 350
281   278 3
31,272   18,977 12,295
1,601   1,712 -111
1,921   1,596 325
148   149 -1
5,412   5,964 -552
2,859   2,407 452
71     71
117     117
1,257   1,241 16
172   189 -17
57   63 -6
1,545   1,715 -170
496   557 -61
306   345 -39
170   173 -3
2,982   4,116 -1,134
3,043   3,832 -789
576   691 -115
116   137 -21
2,046   2,487 -441
680   844 -164
1,778   2,095 -317
115   156 -41
57   77 -20
402   541 -139
172   234 -62
232   310 -78
639   787 -148
106,063   103,700 2,363
196   160 36
2,264   1,832 432
1,087   876 211
390   319 71
495   398 97
1,455   971 484
1,351   903 448
348   233 115
738   494 244
87   80 7
2,380   2,134 246
1,148   1,028 120
972   969 3
792   793 -1
1,413   1,409 4
1,142   1,458 -316
1,469   1,874 -405
163   146 17
489   625 -136
1,703   1,660 43
659   643 16
2,703   4,051 -1,348
232   267 -35
55   54 1
549   535 14
600   588 12
109   107 2
110   107 3
55   53 2
55   53 2
55   50 5
56   50 6
2,679   1,050 1,629
2,076   1,851 225
3,434   1,949 1,485
2,346   2,015 331
853   691 162
746   608 138
17     17
50     50
2,056   239 1,817
27     27
18,950   13,671 5,279
1,336   848 488
951   632 319
875   779 96
482   425 57
1,197   1,127 70
1,494   1,082 412
2,220   2,437 -217
79   61 18
19,192   13,907 5,285
6,211   5,839 372
15,225   14,035 1,190
16     16
29,366   28,588 778
25,153   18,239 6,914
4,859   3,789 1,070
1,648   711 937
105   135 -30
1,284   396 888
237   206 31
248   49 199
256   91 165
213   165 48
123   70 53
291   42 249
106   130 -24
466   182 284
147   74 73
107   89 18
184   117 67
27   27  
88   104 -16
73   83 -10
97   114 -17
187   76 111
258   126 132
102   80 22
236   38 198
346   103 243
73   43 30
112   88 24
112   31 81
136   141 -5
272   45 227
166   128 38
433   90 343
105   42 63
140   62 78
56   22 34
189   120 69
346   211 135
107   85 22
137   95 42
149   138 11
82   89 -7
123   107 16
111   81 30
120   50 70
172   86 86
248   65 183
193   123 70
90   49 41
104   61 43
205   94 111
110   89 21
136   111 25
184   79 105
2,021   873 1,148
393   321 72
149   46 103
603   272 331
783   435 348
625   365 260
1,614   1,165 449
130   96 34
157   115 42
3,889   4,114 -225
11,451   9,875 1,576
115   127 -12
13   14 -1
4   5 -1
145   156 -11
23   25 -2
      19,063
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       12
b       73
c       10
d       154
e       38
      20
      79
      74
      34
      -1,003
      -48
      27
      -571
      -126
      20
      22
      -379
      -191
      -191
      -190
      354
      -1,165
      -298
      -1,693
      77
      1,543
      -33
      -33
      -200
      -34
      -54
      326
      73
      11
      -191
      329
      932
      122
      -21
      -60
      -20
      1,416
      141
      -42
      -21
      -42
      -124
      -40
      -30
      -19
      -20
      -125
      -19
      8
      -36
      4,012
      43
      -145
      59
      -2,611
      -14
      1,370
      283
      192
      83
      8,708
      364
      160
      496
      258
      365
      51
      224
      445
      746
      1,325
      11
      1,014
      14,298
      18
      583
      110
      253
      84
      691
      -134
      163
      266
      7
      104
      -19
      -1
      144
      12
      19
      80
      -70
      181
      134
      15
      41
      581
      541
      54
      2,722
      85
      160
      287
      -63
      721
      104
      1,545
      262
      367
      -20
      125
      78
      182
      144
      -69
      121
      -292
      -34
      56
      125
      178
      -133
      -3
      49
      32
      51
      129
      115
      101
      112
      339
      322
      10
      858
      66
      213
      105
      251
      85
      12
      67
      77
      230
      16
      57
      39
      350
      3
      12,295
      -111
      325
      -1
      -552
      452
      71
      117
      16
      -17
      -6
      -170
      -61
      -39
      -3
      -1,134
      -789
      -115
      -21
      -441
      -164
      -317
      -41
      -20
      -139
      -62
      -78
      -148
      2,363
      36
      432
      211
      71
      97
      484
      448
      115
      244
      7
      246
      120
      3
      -1
      4
      -316
      -405
      17
      -136
      43
      16
      -1,348
      -35
      1
      14
      12
      2
      3
      2
      2
      5
      6
      1,629
      225
      1,485
      331
      162
      138
      17
      50
      1,817
      27
      5,279
      488
      319
      96
      57
      70
      412
      -217
      18
      5,285
      372
      1,190
      16
      778
      6,914
      1,070
      937
      -30
      888
      31
      199
      165
      48
      53
      249
      -24
      284
      73
      18
      67
       
      -16
      -10
      -17
      111
      132
      22
      198
      243
      30
      24
      81
      -5
      227
      38
      343
      63
      78
      34
      69
      135
      22
      42
      11
      -7
      16
      30
      70
      86
      183
      70
      41
      43
      111
      21
      25
      105
      1,148
      72
      103
      331
      348
      260
      449
      34
      42
      -225
      1,576
      -12
      -1
      -1
      -11
      -2
       
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 2 113,226
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 159,548 2,936,843 0.054326
2016 251,678 2,868,981 0.087724
2015 57,777 2,731,644 0.021151
2014 124,520 2,909,115 0.042803
2013 224,844 3,046,692 0.073799
2
Total of line 1, column (d) .....................
2
0.279803
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
0.055961
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
2,854,156
5
Multiply line 4 by line 3......................
5
159,721
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,534
7
Add lines 5 and 6........................
7
161,255
8
Enter qualifying distributions from Part XII, line 4,.............
8
179,495
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,534
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,534
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,534
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,493
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,493
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 2,959
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,536 RefundedBullet 11 1,423
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    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 addressbullet  
    14
    The books are in care ofbulletJP MORGAN CHASE BANK NA Telephone no.bullet (800) 496-2583

    Located atbullet10 S DEARBORN ST MC IL1-0111CHICAGOIL ZIP+4bullet60603
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    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
    JPMORGAN CHASE BANK N A TRUSTEE
    2     		38,237    
    10 S DEARBORN ST MC IL1-0111
    CHICAGO,IL60603
    ROCQUE E LIPFORD CO-TRUSTEE
    2     		8,000    
    1065 HOLLYWOOD DRIVE
    MONROE,MI48162
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,863,837
    b
    Average of monthly cash balances.......................
    1b
    33,783
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,897,620
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,897,620
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    43,464
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,854,156
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    142,708
    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
    142,708
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,534
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,534
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    141,174
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    141,174
    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
    141,174
    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
    179,495
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    179,495
    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
    1,534
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    177,961
    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 7 141,174
    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...... 31,062
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 111,769
    e From 2017...... 15,880
    fTotal of lines 3a through e........ 158,711
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 179,495
    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..... 141,174
    e Remaining amount distributed out of corpus 38,321
    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 5 197,032
    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) ...     		31,062
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		165,970
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 111,769
    d Excess from 2017.... 15,880
    e Excess from 2018.... 38,321
    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).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JP MORGAN CHASE BANK NA
    685 ST CLAIR AVENUE
    GROSSE POINT,MI48230
    (313) 343-8560
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS MUST HAVE AN OUTLINE OF THE PROPOSED BUDGET AND ITS OBJECTIVES AND A PHOTOCOPY OF EXEMPT STATUS IRS LETTER
    cAny submission deadlines:
    APPLICATIONS ACCEPTED ANYTIME
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO RESTRICTIONS
    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
    INJURED SOLDIERS INC
    10079 COLONIAL INDUSTRIAL DR
    SOUTH LYON,MI48178     		NONE PC GENERAL 2,000
    SAVE MONROE STRAYS
    911 S RAISINVILLE RD
    MONROE,MI48161     		NONE PC GENERAL 2,000
    PROJECT SECOND CHANCE MONROE
    ATTN BONNIE STEWART
    PO BOX 103
    MONROE,MI48161     		NONE PC GENERAL 10,000
    DOWN SYNDROME GUILD
    OF SOUTHEAST MICHIGAN
    1312 N CAMPBELL RD
    Royal Oak,MI48067     		NONE PC GENERAL 5,000
    BOY SCOUTS OF AMERICA
    1979 HURON PARKWAY
    ANN ARBOR,MI48104     		NONE PC GENERAL 2,000
    ALMA COLLEGE
    614 WEST SUPERIOR STREET
    ALMA,MI48801     		NONE PC GENERAL 100,000
    HABITAT FOR HUMANITY OF
    MONROE COUNTY
    213 E KIRKWOOD AVE
    BLOOMINGTON,IN47408     		NONE PC GENERAL 10,000
    MEADOW MONTESSORI
    FOR GENERAL SUPPORT
    1670 SOUTH RAISINVILLE ROAD
    Monroe,MI48161     		NONE PC GENERAL 10,000
    TRINITY LUTHERAN CHURCH AND
    SCHOOL
    323 SCOTT ST
    MONROE,MI48161     		NONE PC GENERAL 20,000
    Total .................................bullet 3a 161,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 69,634  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 113,226  
    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)..   182,860  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    182,860
    (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 InvestmentsCorpBondsSchedule
    Name:
    MCINTYREC S & M F MCINTYRE FDN - EQ
    EIN:
    38-6046733
    Name of Bond End of Year Book Value End of Year Fair Market Value
    256210105 DODGE & COX INCOME F    
    258620103 DOUBLELINE TOTL RET    
    4812C0100 JPM CORE BD FD - R6    
    92203J308 VANGUARD TOTAL INTL 252,947 268,980
    693390601 PIMCO SHORT-TERM FD- 30,791 30,511
    722005816 PIMCO INVESTMENT GRA    
    921937827 VANGUARD SHORT-TERM 28,224 28,909
    464287432 ISHARES 20+ YEAR TRE 29,751 29,769
    464287440 ISHARES 7-10 YEAR TR 28,846 30,793
    592905764 MTRPLTN WST TTL RTRN 57,139 60,268
    921937603 VANGUARD TOTAL BOND 191,290 201,654

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    MCINTYREC S & M F MCINTYRE FDN - EQ
    EIN:
    38-6046733
    Name of Stock End of Year Book Value End of Year Fair Market Value
    00724F101 ADOBE INC. 1,240 7,738
    02079K107 ALPHABET INC-CL C 12,903 26,099
    02079K305 ALPHABET INC-CL A 5,917 11,737
    023135106 AMAZON.COM INC 9,699 28,813
    032654105 ANALOG DEVICES INC    
    037833100 APPLE INC 8,956 34,475
    04314H857 ARTISAN INTL VALUE F 62,192 90,816
    060505104 BANK OF AMERICA CORP 7,570 12,895
    084670702 BERKSHIRE HATHAWAY I 10,586 12,337
    09062X103 BIOGEN INC    
    101137107 BOSTON SCIENTIFIC CO 5,172 10,423
    110122108 BRISTOL-MYERS SQUIBB 7,938 8,085
    151020104 CELGENE CORP    
    16119P108 CHARTER COMMUNICATIO 7,415 12,690
    172967424 CITIGROUP INC 9,670 12,770
    20030N101 COMCAST CORP-CLASS A 13,139 14,658
    25278X109 DIAMONDBACK ENERGY I 4,779 3,558
    254687106 WALT DISNEY CO/THE 5,947 8,337
    256206103 DODGE & COX INTL STO    
    256746108 DOLLAR TREE INC    
    26078J100 DOWDUPONT INC    
    26875P101 EOG RESOURCES INC 8,758 7,232
    277432100 EASTMAN CHEMICAL CO    
    30303M102 FACEBOOK INC-CLASS A 4,551 8,671
    31620M106 FIDELITY NATIONAL IN 5,823 10,499
    369550108 GENERAL DYNAMICS COR 6,813 7,451
    375558103 GILEAD SCIENCES INC    
    38141G104 GOLDMAN SACHS GROUP    
    437076102 HOME DEPOT INC 3,283 12,569
    438516106 HONEYWELL INTERNATIO 6,032 16,784
    45866F104 INTERCONTINENTAL EXC 2,231 3,578
    464287465 ISHARES MSCI EAFE IN 170,499 200,381
    46432F842 ISHARES CORE MSCI EA 241,002 247,239
    493267108 KEYCORP 4,904 6,515
    532457108 ELI LILLY & CO 6,406 9,271
    548661107 LOWE'S COS INC 2,192 7,977
    57636Q104 MASTERCARD INC - A 4,071 19,287
    58933Y105 MERCK & CO. INC. 9,339 11,769
    594918104 MICROSOFT CORP 12,361 45,868
    609207105 MONDELEZ INTERNATION 5,714 8,459
    617446448 MORGAN STANLEY 8,120 13,558
    65339F101 NEXTERA ENERGY INC 5,474 8,651
    65473P105 NISOURCE INC    
    655844108 NORFOLK SOUTHERN COR 8,470 11,610
    666807102 NORTHROP GRUMMAN COR 8,265 10,553
    67066G104 NVIDIA CORP 9,003 8,453
    67103H107 O'REILLY AUTOMOTIVE 3,110 5,307
    674599105 OCCIDENTAL PETROLEUM    
    713448108 PEPSICO INC 8,843 12,089
    717081103 PFIZER INC 11,614 12,673
    718172109 PHILIP MORRIS INTERN 3,962 3,732
    723787107 PIONEER NATURAL RESO 6,866 6,264
    78462F103 SPDR S&P 500 ETF TRU 325,046 465,179
    78486Q101 SVB FINANCIAL GROUP    
    808513105 SCHWAB (CHARLES) COR    
    854502101 STANLEY BLACK & DECK 5,022 8,360
    882508104 TEXAS INSTRUMENTS IN 6,770 12,261
    907818108 UNION PACIFIC CORP 7,864 12,495
    91324P102 UNITEDHEALTH GROUP I 7,798 23,229
    92532F100 VERTEX PHARMACEUTICA 2,955 5,322
    92826C839 VISA INC-CLASS A SHA 3,810 9,041
    94106B101 WASTE CONNECTIONS IN 2,976 5,252
    949746101 WELLS FARGO & CO 6,485 6,808
    96208T104 WEX INC 2,398 5,229
    98138H101 WORKDAY INC-CLASS A    
    98956P102 ZIMMER BIOMET HOLDIN 9,581 12,349
    G0176J109 ALLEGION PLC 3,305 6,002
    G1151C101 ACCENTURE PLC-CL A 2,315 5,230
    H1467J104 CHUBB LTD 5,266 9,543
    025816109 AMERICAN EXPRESS CO 9,297 9,850
    G6095L109 APTIV PLC    
    053015103 AUTOMATIC DATA PROCE 7,099 8,197
    11135F101 BROADCOM INC 2,375 15,178
    191216100 COCA-COLA CO/THE 5,220 6,248
    247361702 DELTA AIR LINES INC    
    285512109 ELECTRONIC ARTS INC 7,546 7,980
    518439104 ESTEE LAUDER COMPANI    
    56585A102 MARATHON PETROLEUM C 12,112 10,369
    G5960L103 MEDTRONIC PLC    
    64110L106 NETFLIX INC 7,350 6,293
    701094104 PARKER HANNIFIN CORP    
    701877102 PARSLEY ENERGY INC-C    
    70450Y103 PAYPAL HOLDINGS INC 7,861 9,721
    693656100 PVH CORP    
    79466L302 SALESFORCE.COM INC 11,048 12,868
    913017109 UNITED TECHNOLOGIES 3,918 4,747
    988498101 YUM] BRANDS INC 3,272 3,624
    315911750 FIDELITY 500 INDEX F 221,789 270,431
    46641Q696 JPMORGAN BETABUILDER 57,545 60,952
    46641Q712 JPMORGAN BETABUILDER 57,273 58,019
    48129C207 JPM GL RES ENH IDX F 138,958 173,149
    00287Y109 ABBVIE INC 8,953 10,001
    015351109 ALEXION PHARMACEUTIC 3,367 2,849
    110122157 RTS BRISTOL-MYERS SQ    
    22052L104 CORTEVA INC 4,525 3,851
    26614N102 DUPONT DE NEMOURS IN 7,560 5,509
    337738108 FISERV INC 14,562 18,831
    46641Q688 JPM BETABUILDERS DEV 14,245 14,959
    580135101 MCDONALD'S CORP 5,631 5,445
    742718109 PROCTER & GAMBLE CO/ 7,898 9,032
    747525103 QUALCOMM INC 3,719 3,593
    778296103 ROSS STORES INC 5,053 7,317
    G5494J103 LINDE PLC 15,048 17,940
    N6596X109 NXP SEMICONDUCTORS N 4,849 6,010

    TY 2018 OtherDecreasesSchedule
    Name:
    MCINTYREC S & M F MCINTYRE FDN - EQ
    EIN:
    38-6046733
    Description Amount
    SALES ADJUSTMENTS 51
    ROUNDING 6


    TY 2018 TaxesSchedule
    Name:
    MCINTYREC S & M F MCINTYRE FDN - EQ
    EIN:
    38-6046733
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 24 24   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,487 0   0
    FEDERAL ESTIMATES - INCOME 2,901 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,544 1,544   0
    FOREIGN TAXES ON NONQUALIFIED 75 75   0