-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
LVH FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
69 WINGED FOOT DRIVE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LIVINGSTON
,
NJ
07039
A Employer identification number
22-6083972
B
Telephone number (see instructions)
(973) 533-0907
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
1,287,130
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
143
143
4
Dividends and interest from securities
...
13,425
13,425
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
148,471
b
Gross sales price for all assets on line 6a
743,443
7
Capital gain net income (from Part IV, line 2)
...
148,471
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
........
162,039
162,039
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
1,625
0
0
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
2,295
123
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
7,449
7,199
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
11,369
7,322
0
25
Contributions, gifts, grants paid
.......
57,709
57,709
26
Total expenses and disbursements.
Add lines 24 and 25
69,078
7,322
57,709
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
92,961
b
Net investment income
(if negative, enter -0-)
154,717
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
5,617
3,871
3,871
2
Savings and temporary cash investments
.........
9,775
28,586
28,586
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
.......
845,297
921,176
1,254,653
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
3
20
20
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
860,692
953,653
1,287,130
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
860,692
953,653
29
Total net assets or fund balances
(see instructions)
.....
860,692
953,653
30
Total liabilities and net assets/fund balances
(see instructions)
.
860,692
953,653
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
860,692
2
Enter amount from Part I, line 27a
.....................
2
92,961
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
953,653
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
953,653
Form
990-PF
(2019)
Form 990-PF (2019)
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
AIR PROD & CHEMICAL INC COMMON STOCK
P
2018-12-13
2019-05-22
b
AIR PROD & CHEMICAL INC COMMON STOCK
P
2018-12-13
2019-07-05
c
AIR PROD & CHEMICAL INC COMMON STOCK
P
2018-12-13
2019-08-16
d
AIR PROD & CHEMICAL INC COMMON STOCK
P
2018-12-13
2019-09-09
e
AMGEN INC COMMON STOCK
P
2018-09-19
2019-05-08
AMGEN INC COMMON STOCK
P
2018-11-16
2019-05-08
AVERY DENNISON CORP COMMON STOCK
P
2019-06-28
2019-07-05
BEST BUY CO INC
P
2018-07-02
2019-02-27
BRISTOL MYERS SQUIBB CO COMMON STOCK
P
2019-05-08
2019-06-27
BROADCOM INC
P
2018-12-17
2019-07-09
BRUNSWICK CORP COMMON STOCK
P
2018-06-05
2019-05-24
CVS HEALTH CORP
P
2018-06-19
2019-02-22
CVS HEALTH CORP
P
2018-06-19
2019-03-04
COMCAST CORP NEW CL A
P
2018-06-29
2019-05-22
COMERICA INC COMMON STOCK
P
2018-07-19
2019-07-15
CONAGRA BRANDS INC
P
2018-10-15
2019-06-27
CURTISS WRIGHT CORP
P
2019-06-27
2019-07-05
WALT DISNEY CO (HOLDING CO) DISNEY COM
P
2018-10-17
2019-05-22
WALT DISNEY CO (HOLDING CO) DISNEY COM
P
2018-10-17
2019-09-30
EOG RESOURCES INC
P
2018-09-18
2019-03-08
EMCOR GROUP INC
P
2019-05-24
2019-07-05
EXELON CORP
P
2018-10-26
2019-07-05
FIRST REPUBLIC BANK
P
2019-06-27
2019-07-05
FIRST REPUBLIC BANK
P
2019-06-27
2019-09-09
FOOT LOCKER INC
P
2019-01-17
2019-05-31
GENL ELECTRIC CO
P
2019-02-25
2019-08-19
HOST HOTELS & RESORTS INC
P
2018-08-02
2019-06-04
HOST HOTELS & RESORTS INC
P
2018-08-02
2019-07-26
HOST HOTELS & RESORTS INC
P
2019-03-06
2019-07-26
IAA INC
P
2019-06-27
2019-09-11
KAR AUCTION SVCS INC
P
2019-06-27
2019-08-23
KLA CORP
P
2019-01-31
2019-07-05
KLA CORP
P
2019-01-31
2019-08-02
KINDER MORGAN INC
P
2019-02-22
2019-07-05
LILLY ELI & CO COMMON STOCK
P
2018-06-19
2019-02-08
LILLY ELI & CO COMMON STOCK
P
2018-07-02
2019-02-08
MERCK & CO INC NEW COM
P
2018-04-23
2019-02-27
MERCK & CO INC NEW COM
P
2018-09-13
2019-07-30
MERCK & CO INC NEW COM
P
2018-09-13
2019-09-10
MONDELEZ INTL INC
P
2018-03-12
2019-02-27
OCCIDENTAL PETROLEUM CRP COMMON STOCK
P
2018-07-23
2019-06-05
OMEGA HEALTHCARE INVS INC COMMON STOCK
P
2018-12-03
2019-03-06
OMEGA HEALTHCARE INVS INC COMMON STOCK
P
2018-12-03
2019-04-17
OMEGA HEALTHCARE INVS INC COMMON STOCK
P
2018-12-06
2019-04-17
ORACLE CORP
P
2019-01-17
2019-07-05
PACKAGING CORP OF AMERICA
P
2019-02-15
2019-09-06
PHILIP MORRIS INTL INC
P
2018-10-18
2019-08-27
PHILIP MORRIS INTL INC
P
2018-10-24
2019-08-27
PHILIP MORRIS INTL INC
P
2019-02-21
2019-08-27
PRICE T ROWE GROUP INC
P
2018-07-02
2019-06-04
PROCTER & GAMBLE CO
P
2018-12-03
2019-05-22
PROGRESSIVE CORP OHIO COMMON STOCK
P
2018-06-20
2019-02-27
QUALCOMM INC COMMON STOCK
P
2018-09-12
2019-01-31
RAYTHEON CO NEW
P
2019-06-05
2019-06-27
ROCHE HOLDING LTD SPONS ADR SWITZERLAND ADR
P
2019-02-08
2019-06-27
SONOCO PRODUCTS CO COMMON STOCK
P
2018-08-01
2019-02-15
TC ENERGY CORP FOREIGN STOCK CAD
P
2019-05-21
2019-09-11
TOTAL S.A. FRANCE SPON ADR
P
2018-08-23
2019-08-02
UNTD TECHNOLOGIES CORP COMMON STOCK
P
2018-06-12
2019-03-22
VERIZON COMMUNICATIONS INC
P
2018-08-01
2019-07-15
WABTEC INC
P
2019-02-26
2019-02-26
AFLAC INC COMMON STOCK
P
2018-05-03
2019-05-22
AFLAC INC COMMON STOCK
P
2018-05-03
2019-07-05
AFLAC INC COMMON STOCK
P
2018-05-03
2019-07-15
AT&T INC
P
2015-07-30
2019-07-05
ABBOT LABS COMMON STOCK
P
2018-01-24
2019-02-21
ALLSTATE CORP CLBL
P
2016-03-10
2019-07-05
AMER EXPRESS CO
P
2017-06-01
2019-02-27
AMER EXPRESS CO
P
2017-06-01
2019-07-05
AMER EXPRESS CO
P
2017-06-01
2019-08-16
ANTHEM INC
P
2017-06-01
2019-02-27
ANTHEM INC
P
2017-06-01
2019-03-27
ANTHEM INC
P
2017-12-12
2019-03-27
ANTHEM INC
P
2017-12-12
2019-04-16
APPLE INC
P
2015-08-21
2019-07-05
APPLE INC
P
2015-08-21
2019-07-30
APPLE INC
P
2015-08-21
2019-08-01
BANK OF AMERICA CORP
P
2016-10-20
2019-05-24
BAXTER INTL INC
P
2018-07-02
2019-07-05
CISCO SYS INC
P
2013-10-29
2019-02-27
CISCO SYS INC
P
2015-03-02
2019-02-27
CISCO SYS INC
P
2015-03-02
2019-07-05
CISCO SYS INC
P
2015-03-02
2019-07-11
CISCO SYS INC
P
2015-07-30
2019-07-11
CITIGROUP INC
P
2015-06-23
2019-07-05
DISCOVER FINANCIAL SERVICES
P
2018-01-10
2019-07-05
EOG RESOURCES INC
P
2017-07-18
2019-03-08
ENCOMPASS HEALTH CORP
P
2016-10-07
2019-03-06
ENTERGY CORP NEW COMMON STOCK
P
2016-03-10
2019-01-17
ENTERGY CORP NEW COMMON STOCK
P
2016-04-01
2019-07-05
EQUINOR ASA SPON ADR
P
2018-01-12
2019-05-20
EQUINOR ASA SPON ADR
P
2018-02-13
2019-05-24
GARRETT MOTION INC
P
2016-12-15
2019-01-15
GARRETT MOTION INC
P
2017-04-05
2019-01-15
HCA HEALTHCARE INC
P
2018-02-21
2019-02-27
HP INC
P
2017-04-11
2019-03-27
HONEYWELL INTL INC
P
2016-12-15
2019-05-22
HONEYWELL INTL INC
P
2016-12-15
2019-06-27
HONEYWELL INTL INC
P
2017-04-05
2019-06-27
JPMORGAN CHASE & CO
P
2011-11-10
2019-07-05
KANSAS CITY SOUTHERN NEW
P
2017-06-08
2019-07-05
KANSAS CITY SOUTHERN NEW
P
2017-06-08
2019-07-18
LOWES COMPANIES INC
P
2017-11-01
2019-07-05
MARATHON OIL CORP
P
2018-01-12
2019-05-29
MERCK & CO INC NEW COM
P
2018-04-23
2019-07-15
MERCK & CO INC NEW COM
P
2018-04-23
2019-07-30
MICROSOFT CORP
P
2017-12-15
2019-02-27
MICROSOFT CORP
P
2017-12-15
2019-06-27
MICROSOFT CORP
P
2017-12-15
2019-07-09
MICROSOFT CORP
P
2018-06-18
2019-07-09
MONDELEZ INTL INC
P
2018-03-12
2019-07-05
OCCIDENTAL PETROLEUM CRP COMMON STOCK
P
2018-05-17
2019-05-21
OCCIDENTAL PETROLEUM CRP COMMON STOCK
P
2018-05-17
2019-06-05
PEPSICO INC COMMON STOCK
P
2017-06-19
2019-07-05
PEPSICO INC COMMON STOCK
P
2017-06-19
2019-07-25
PFIZER INC COMMON STOCK
P
2011-10-25
2019-02-27
PFIZER INC COMMON STOCK
P
2011-10-25
2019-08-12
PFIZER INC COMMON STOCK
P
2015-07-30
2019-08-12
PFIZER INC COMMON STOCK
P
2016-09-12
2019-08-12
PUBLIC SERVICE ENTERPRISE GROUP INC COMMON STOCK
P
2014-09-09
2019-02-27
PUBLIC SERVICE ENTERPRISE GROUP INC COMMON STOCK
P
2016-06-27
2019-02-27
REINSURANCE GROUP AMER INC NEW
P
2017-11-17
2019-07-05
RESIDIO TECHNOLOGIES INC
P
2016-12-15
2019-01-15
RESIDIO TECHNOLOGIES INC
P
2017-04-05
2019-01-15
ROYAL DUTCH SHELL PLC CL A SPON ADR
P
2018-06-26
2019-08-16
STEEL DYNAMICS INC
P
2018-01-12
2019-05-17
STEEL DYNAMICS INC
P
2018-01-23
2019-05-17
SYSCO CORP COMMON STOCK
P
2018-05-07
2019-05-22
TARGET CORP
P
2018-07-02
2019-07-05
TARGET CORP
P
2018-07-02
2019-10-02
TARGET CORP
P
2018-08-23
2019-10-02
US BANKCORP DEL NEW
P
2018-04-02
2019-07-05
US BANKCORP DEL NEW
P
2018-04-02
2019-08-09
US BANKCORP DEL NEW
P
2018-04-13
2019-08-09
UNION PACIFIC CORP COMMON STOCK
P
2017-06-15
2019-02-27
UNTD TECHNOLOGIES CORP COMMON STOCK
P
2017-08-25
2019-02-25
UNTD TECHNOLOGIES CORP COMMON STOCK
P
2017-08-25
2019-03-22
VF CORP COMMON STOCK
P
2017-12-15
2019-01-17
VERIZON COMMUNICATIONS INC
P
2017-10-03
2019-02-27
VERIZON COMMUNICATIONS INC
P
2017-10-03
2019-07-15
VERIZON COMMUNICATIONS INC
P
2017-10-18
2019-07-15
WALMART INC
P
2015-11-04
2019-02-27
WALMART INC
P
2017-10-03
2019-02-27
WALMART INC
P
2017-10-03
2019-07-05
WALMART INC
P
2017-10-03
2019-07-29
EATON CORP PLC FOREIGN STOCK
P
2018-03-01
2019-07-05
INGERSOLL-RAND PLC
P
2017-09-14
2019-02-27
INGERSOLL-RAND PLC
P
2017-09-14
2019-07-05
INGERSOLL-RAND PLC
P
2017-09-14
2019-10-02
ACTIVISION BLIZZARD INC
P
2018-08-13
2019-01-31
AMPHENOL CORP NEW CL A
P
2019-01-25
2019-02-27
AMPHENOL CORP NEW CL A
P
2019-01-25
2019-04-17
ATHENAHEALTH INC
P
2018-08-20
2019-01-25
BIOGEN INC
P
2018-08-13
2019-04-17
BIOGEN INC
P
2019-02-27
2019-04-17
BURLINGTON STORES INC
P
2018-10-04
2019-02-05
BURLINGTON STORES INC
P
2018-10-04
2019-05-02
BURLINGTON STORES INC
P
2019-02-27
2019-05-02
CDW CORP
P
2018-03-01
2019-02-27
CIGNA CORP
P
2018-07-12
2019-03-26
CARNIVAL CORP NEW (PAIRED STOCK) FOREIGN STOCK
P
2019-02-27
2019-09-17
CARNIVAL CORP NEW (PAIRED STOCK) FOREIGN STOCK
P
2019-08-26
2019-09-17
CELGENE CORP
P
2018-06-19
2019-03-01
CINTAS CORP COMMON STOCK
P
2019-04-17
2019-08-26
COGNIZANT TECH SOLUTIONS CRP
P
2018-10-23
2016-05-16
COGNIZANT TECH SOLUTIONS CRP
P
2018-10-24
2019-05-16
COGNIZANT TECH SOLUTIONS CRP
P
2019-02-27
2019-05-16
DICK'S SPORTING GOODS INC
P
2019-02-27
2019-06-12
FORTINET INC
P
2019-06-12
2019-08-26
IAC INTERACTIVE CORP
P
2018-11-13
2019-01-25
IAC INTERACTIVE CORP
P
2018-11-13
2019-05-16
IAC INTERACTIVE CORP
P
2018-11-13
2019-08-26
KLA CORP
P
2018-08-22
2019-02-27
L3 HARRIS TECHNOLOGIES INC
P
2019-07-16
2019-08-26
MOTOROLA SOLUTIONS INC
P
2019-05-17
2019-08-26
NORFOLK SOUTHERN CORP
P
2018-09-17
2019-02-27
NORFOLK SOUTHERN CORP
P
2018-09-17
2019-04-08
PAYPAL HOLDINGS INC
P
2018-11-09
2019-02-27
PAYPAL HOLDINGS INC
P
2018-11-09
2019-08-26
ROCKWELL AUTOMATION INC
P
2018-07-12
2019-07-11
SVB FINANCIAL GROUP
P
2018-12-04
2019-02-27
SNAP ON INC COMMON STOCK
P
2018-08-08
2019-07-16
SNAP ON INC COMMON STOCK
P
2018-08-13
2019-07-16
SNAP ON INC COMMON STOCK
P
2019-02-27
2019-07-16
STARBUCKS CORP COMMON STOCK
P
2019-01-31
2019-02-27
STARBUCKS CORP COMMON STOCK
P
2019-01-31
2019-07-16
STARBUCKS CORP COMMON STOCK
P
2019-01-31
2019-08-05
STARBUCKS CORP COMMON STOCK
P
2019-01-31
2019-08-26
SYSCO CORP COMMON STOCK
P
2019-07-11
2019-08-26
THERMO FISHER SCIENTIFIC INC
P
2019-01-25
2019-02-27
THERMO FISHER SCIENTIFIC INC
P
2019-01-25
2019-08-26
VISA INC CL A
P
2018-06-19
2019-02-27
XILINX INC COMMON STOCK
P
2018-04-30
2019-01-31
XILINX INC COMMON STOCK
P
2018-04-30
2019-02-27
XILINX INC COMMON STOCK
P
2018-04-30
2019-04-17
XILINX INC COMMON STOCK
P
2019-08-26
2019-09-09
ZOETIS INC
P
2018-05-04
2019-02-27
ACTIVISION BLIZZARD INC
P
2017-12-29
2019-01-31
ADOBE INC
P
2017-06-29
2019-03-29
ADOBE INC
P
2017-06-29
2019-08-26
ALPHABET INC CL A
P
2010-12-08
2019-04-24
AMER EXPRESS CO
P
2010-09-08
2019-02-27
AMER EXPRESS CO
P
2010-09-08
2019-08-26
ANTHEM INC
P
2014-08-27
2019-02-05
ANTHEM INC
P
2014-08-27
2019-05-16
ANTHEM INC
P
2015-07-30
2019-05-16
APPLE INC
P
2009-03-12
2019-02-27
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NUTANIX INC CL A
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POWER INTEGRATIONS INC
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PRESTIGE CONSUMER HEALTHCARE INC
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QUALYS INC
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REINSURANCE GROUP AMER INC NEW
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TOTAL SYS SERVICES INC
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TRIPADVISOR INC
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ULTIMATE SOFTWARE GROUP INC
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INTERNATIONAL BUSINESS MACHINES CORP
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L3HARRIS TECHNOLOGIES INC
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SVB FINANCIAL GROUP
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2019-08-26
2019-12-20
SOUTHWEST AIRLINES CO
P
2019-02-27
2019-12-20
SOUTHWEST AIRLINES CO
P
2019-08-26
2019-12-20
STARBUCKS CORP COMMON STOCK
P
2019-01-31
2019-12-20
STARBUCKS CORP COMMON STOCK
P
2019-02-05
2019-12-20
SYNCHRONY FINL
P
2019-08-26
2019-12-20
SYSCO CORP COMMON STOCK
P
2019-07-11
2019-12-20
THERMO FISHER SCIENTIFIC INC
P
2019-01-25
2019-12-20
ABBVIE INC
P
2018-02-27
2019-12-20
ABBVIE INC
P
2018-07-12
2019-12-20
AMERICAN EXPRESS COMPANY
P
2015-07-30
2019-12-20
AMERICAN EXPRESS COMPANY
P
2018-02-06
2019-12-20
BERRY GLOBAL GROUP INC
P
2017-10-17
2019-12-20
BERRY GLOBAL GROUP INC
P
2017-11-17
2019-12-20
BERRY GLOBAL GROUP INC
P
2018-02-06
2019-12-20
BERRY GLOBAL GROUP INC
P
2018-07-12
2019-12-20
BERRY GLOBAL GROUP INC
P
2018-08-13
2019-12-20
CDW CORPORATION
P
2018-03-01
2019-12-20
CISCO SYS INC
P
2017-11-29
2019-12-20
CITRIX SYSTEMS INC
P
2016-05-27
2019-12-20
CITRIX SYSTEMS INC
P
2017-02-02
2019-12-20
COMCAST CORP NEW CL A
P
2017-06-23
2019-12-20
COMCAST CORP NEW CL A
P
2017-07-13
2019-12-20
COMCAST CORP NEW CL A
P
2017-10-03
2019-12-20
COMCAST CORP NEW CL A
P
2017-11-17
2019-12-20
COMCAST CORP NEW CL A
P
2018-07-12
2019-12-20
CROWN HOLDINGS INC
P
2017-07-06
2019-12-20
CROWN HOLDINGS INC
P
2017-10-03
2019-12-20
CROWN HOLDINGS INC
P
2018-02-06
2019-12-20
CROWN HOLDINGS INC
P
2018-07-12
2019-12-20
CROWN HOLDINGS INC
P
2018-08-13
2019-12-20
WALT DISNEY CO (HOLDING CO) DISNEY COM
P
2018-02-15
2019-12-20
DOLLAR GEN CORP
P
2015-06-11
2019-12-20
DOLLAR GEN CORP
P
2015-07-30
2019-12-20
DOLLAR GEN CORP
P
2017-10-03
2019-12-20
FIDELITY NATL INFORMATION SVCS
P
2017-11-15
2019-12-20
GILEAD SCIENCES INC
P
2015-07-30
2019-12-20
GILEAD SCIENCES INC
P
2016-02-08
2019-12-20
GILEAD SCIENCES INC
P
2017-10-03
2019-12-20
GILEAD SCIENCES INC
P
2017-11-17
2019-12-20
GILEAD SCIENCES INC
P
2018-07-12
2019-12-20
GLOBAL PAYMENTS INC
P
2015-12-03
2019-12-20
GLOBAL PAYMENTS INC
P
2016-02-08
2019-12-20
HOME DEPOT INC
P
2012-08-16
2019-12-20
HOME DEPOT INC
P
2013-10-29
2019-12-20
IAC INTERACTIVE CORP
P
2018-11-13
2019-12-20
ILLINOIS TOOL WORKS INC COMMON STOCK
P
2016-09-08
2019-12-20
ILLINOIS TOOL WORKS INC COMMON STOCK
P
2018-07-12
2019-12-20
ILLINOIS TOOL WORKS INC COMMON STOCK
P
2018-08-13
2019-12-20
INTERNATIONAL BUSINESS MACHINES CORP
P
2017-04-06
2019-12-20
INTERNATIONAL BUSINESS MACHINES CORP
P
2017-10-03
2019-12-20
INTERNATIONAL BUSINESS MACHINES CORP
P
2018-07-12
2019-12-20
INTERNATIONAL BUSINESS MACHINES CORP
P
2018-08-13
2019-12-20
KLA CORPORATION COMMON STOCK
P
2018-08-22
2019-12-20
LAM RESEARCH CORP COMMON STOCK
P
2013-11-06
2019-12-20
LAM RESEARCH CORP COMMON STOCK
P
2014-03-13
2019-12-20
LAM RESEARCH CORP COMMON STOCK
P
2015-07-30
2019-12-20
LAM RESEARCH CORP COMMON STOCK
P
2018-02-06
2019-12-20
LOCKHEED MARTIN CORP COMMON STOCK
P
2018-03-05
2019-12-20
LOCKHEED MARTIN CORP COMMON STOCK
P
2018-07-12
2019-12-20
NORFOLK SOUTHERN CORP
P
2018-09-17
2019-12-20
O REILLY AUTOMOTIVE INC
P
2012-11-26
2019-12-20
O REILLY AUTOMOTIVE INC
P
2013-10-29
2019-12-20
O REILLY AUTOMOTIVE INC
P
2017-10-03
2019-12-20
ORACLE CORP
P
2012-02-15
2019-12-20
ORACLE CORP
P
2013-08-16
2019-12-20
ORACLE CORP
P
2013-10-29
2019-12-20
ORACLE CORP
P
2015-07-30
2019-12-20
ORACLE CORP
P
2018-02-06
2019-12-20
ORACLE CORP
P
2018-07-12
2019-12-20
PROGRESSIVE CORP OHIO COMMON STOCK
P
2018-01-17
2019-12-20
ROSS STORES INC COMMON STOCK
P
2014-10-06
2019-12-20
ROSS STORES INC COMMON STOCK
P
2017-10-03
2019-12-20
S&P GLOBAL INC
P
2018-06-19
2019-12-20
S&P GLOBAL INC
P
2018-08-13
2019-12-20
SVB FINANCIAL GROUP
P
2018-12-04
2019-12-20
SOUTHWEST AIRLINES CO
P
2014-08-13
2019-12-20
SOUTHWEST AIRLINES CO
P
2015-07-30
2019-12-20
SOUTHWEST AIRLINES CO
P
2017-10-03
2019-12-20
SOUTHWEST AIRLINES CO
P
2017-11-17
2019-12-20
SOUTHWEST AIRLINES CO
P
2018-06-19
2019-12-20
SYNCHRONY FINANCIAL COM
P
2018-01-10
2019-12-20
SYNCHRONY FINANCIAL COM
P
2018-01-24
2019-12-20
SYNCHRONY FINANCIAL COM
P
2018-07-12
2019-12-20
SYNCHRONY FINANCIAL COM
P
2018-08-13
2019-12-20
SYNCHRONY FINANCIAL COM
P
2018-11-13
2019-12-20
TEXAS INSTRUMENTS
P
2014-06-03
2019-12-20
UNION PACIFIC CORP COMMON STOCK
P
2017-06-20
2019-12-20
ZOETIS INC
P
2018-05-04
2019-12-20
ORACLE CORP
P
2006-11-28
2019-12-20
GILEAD SCIENCES INC
P
2008-05-20
2019-12-20
ORACLE CORP
P
2008-05-20
2019-12-20
AMERICAN EXPRESS COMPANY
P
2010-09-08
2019-12-20
GILEAD SCIENCES INC
P
2011-09-06
2019-12-20
GENOMIC HEALTH INC
P
2019-02-06
2019-11-12
HUAZHU GROUP LTS SPON ADR
P
2019-02-27
2019-12-12
KAR AUCTION SVCS INC
P
2019-03-06
2019-12-12
KAR AUCTION SVCS INC
P
2019-08-26
2019-12-12
NEW RELIC INC
P
2019-03-06
2019-12-23
NUTANIX INC CL A
P
2019-02-27
2019-12-24
NUTANIX INC CL A
P
2019-07-22
2019-12-24
WRIGHT MEDICAL GROUP N V FOREIGN STOCK EUR
P
2018-12-13
2019-12-12
WRIGHT MEDICAL GROUP N V FOREIGN STOCK EUR
P
2019-08-08
2019-12-12
HUAZHU GROUP LTS SPON ADR
P
2017-06-13
2019-12-12
HUAZHU GROUP LTS SPON ADR
P
2017-11-17
2019-12-12
HUAZHU GROUP LTS SPON ADR
P
2018-07-11
2019-12-12
HUAZHU GROUP LTS SPON ADR
P
2018-10-11
2019-12-12
KAR AUCTION SVCS INC
P
2018-06-26
2019-12-12
KAR AUCTION SVCS INC
P
2018-06-27
2019-12-12
NEW RELIC INC
P
2018-12-20
2019-12-23
NEW RELIC INC
P
2018-12-21
2019-12-23
NUTANIX INC CL A
P
2017-10-24
2019-12-24
NUTANIX INC CL A
P
2017-11-17
2019-12-24
SAGE THERAPEUTICS INC
P
2018-04-16
2019-12-12
SAGE THERAPEUTICS INC
P
2018-04-17
2019-12-12
SAGE THERAPEUTICS INC
P
2018-05-10
2019-12-12
SPLUNK INC
P
2014-10-10
2019-12-12
TRIPADVISOR INC
P
2018-03-06
2019-12-12
TRIPADVISOR INC
P
2018-06-20
2019-12-12
VEEVA SYSTEMS INC CL A
P
2015-12-01
2019-12-12
VEEVA SYSTEMS INC CL A
P
2015-12-08
2019-12-12
VEEVA SYSTEMS INC CL A
P
2017-08-23
2019-12-12
WRIGHT MEDICAL GROUP N V FOREIGN STOCK EUR
P
2018-10-08
2019-12-12
WRIGHT MEDICAL GROUP N V FOREIGN STOCK EUR
P
2018-10-26
2019-12-12
WRIGHT MEDICAL GROUP N V FOREIGN STOCK EUR
P
2018-10-29
2019-12-12
(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
415
315
100
b
460
315
145
c
912
630
282
d
1,084
787
297
e
1,037
1,223
-186
864
970
-106
240
230
10
279
294
-15
2,083
2,178
-95
825
763
62
1,566
2,369
-803
867
991
-124
1,014
1,274
-260
1,211
926
285
1,282
1,692
-410
1,581
2,239
-658
254
245
9
402
350
52
784
700
84
1,044
1,432
-388
268
245
23
246
219
27
300
288
12
815
865
-50
1,492
2,102
-610
796
1,008
-212
883
1,066
-183
1,005
1,240
-235
1,005
1,126
-121
1,230
1,019
211
673
657
16
235
216
19
2,396
1,944
452
295
271
24
3,215
2,343
872
3,215
2,309
906
1,131
843
288
418
354
64
2,023
1,770
253
377
356
21
1,321
2,316
-995
958
1,028
-70
105
114
-9
979
1,034
-55
473
389
84
2,205
2,169
36
936
1,140
-204
864
1,076
-212
72
85
-13
1,937
2,210
-273
427
371
56
582
495
87
1,630
2,370
-740
2,137
2,174
-37
2,442
2,361
81
2,403
2,320
83
2,206
2,157
49
1,828
2,328
-500
125
128
-3
518
466
52
42
44
-2
469
400
69
227
178
49
2,094
1,646
448
342
342
0
2,619
2,145
474
417
259
158
429
312
117
375
234
141
2,110
1,325
785
1,224
752
472
1,410
940
470
282
228
54
1,950
1,827
123
408
215
193
1,040
537
503
1,074
537
537
921
544
377
328
293
35
1,496
663
833
103
60
43
508
272
236
1,938
1,026
912
285
141
144
356
286
70
320
318
2
1,566
1,661
-95
1,906
1,296
610
2,156
1,883
273
417
320
97
1,361
1,525
-164
2,041
2,280
-239
16
15
1
24
24
0
1,108
814
294
1,821
1,677
144
1,018
671
347
1,390
895
495
1,042
719
323
792
229
563
368
295
73
937
787
150
312
241
71
238
317
-79
1,130
843
287
837
602
235
896
693
203
2,008
1,299
709
546
346
200
683
504
179
388
312
76
802
1,289
-487
566
1,031
-465
398
351
47
1,032
937
95
904
398
506
808
436
372
598
606
-8
70
68
2
411
256
155
587
443
144
475
451
24
42
40
2
62
65
-3
831
1,024
-193
750
1,176
-426
870
1,361
-491
528
448
80
265
226
39
1,266
902
364
1,266
1,040
226
536
493
43
1,838
1,724
114
368
357
11
677
440
237
1,412
1,275
137
998
928
70
1,805
1,855
-50
736
647
89
1,554
1,345
209
230
194
36
98
58
40
294
237
57
335
237
98
2,126
1,503
623
245
230
15
533
448
85
373
269
104
1,992
1,524
468
424
643
-219
375
346
29
415
346
69
5,506
6,374
-868
227
342
-115
227
329
-102
1,221
1,074
147
6,149
5,524
625
342
332
10
659
507
152
641
693
-52
148
174
-26
1,918
1,691
227
771
713
58
1,550
1,259
291
4,853
6,050
-1,197
58
72
-14
234
286
-52
103
117
-14
649
611
38
628
554
74
713
554
159
508
369
139
114
114
0
1,055
956
99
1,418
1,182
236
180
180
0
194
180
14
680
607
73
536
433
103
618
672
-54
249
240
9
5,427
5,801
-374
479
513
-34
319
324
-5
141
138
3
1,168
898
270
656
484
172
288
207
81
511
504
7
257
242
15
270
242
28
294
269
25
1,900
1,094
806
616
322
294
408
193
215
1,578
1,525
53
187
162
25
3,769
5,082
-1,313
266
141
125
286
141
145
1,270
295
975
322
121
201
471
161
310
606
232
374
4,266
1,855
2,411
1,333
771
562
522
40
482
1,028
67
961
836
943
-107
58
59
-1
323
224
99
1,361
1,341
20
454
531
-77
680
864
-184
907
906
1
227
265
-38
227
316
-89
1,729
275
1,454
525
362
163
561
362
199
180
122
58
4,646
3,552
1,094
160
195
-35
4,279
4,207
72
935
1,111
-176
2,655
3,596
-941
1,456
1,777
-321
514
565
-51
514
661
-147
1,078
788
290
656
669
-13
647
590
57
49
60
-11
1,908
2,087
-179
1,179
1,073
106
1,470
2,218
-748
3,692
2,987
705
239
349
-110
1,086
839
247
973
546
427
622
312
310
538
364
174
1,486
1,027
459
82
35
47
870
223
647
289
238
51
1,266
1,028
238
299
229
70
802
216
586
687
162
525
1,513
1,362
151
671
481
190
240
160
80
825
481
344
224
58
166
1,079
230
849
4,881
3,294
1,587
1,104
278
826
346
132
214
158
57
101
54
19
35
800
627
173
218
171
47
555
399
156
358
252
106
3,398
2,767
631
1,236
921
315
154
186
-32
189
76
113
520
190
330
1,539
1,242
297
769
957
-188
449
518
-69
346
141
205
485
188
297
511
223
288
529
223
306
929
390
539
257
112
145
844
547
297
1,061
806
255
4,313
2,639
1,674
736
448
288
2,012
1,295
717
127
125
2
280
170
110
4,242
1,306
2,936
1,798
553
1,245
3,319
1,307
2,012
224
105
119
985
883
102
144
126
18
152
152
0
164
112
52
636
854
-218
1,232
1,704
-472
1,216
1,177
39
246
185
61
43
43
0
57
49
8
61
56
5
359
232
127
101
106
-5
176
217
-41
149
160
-11
100
143
-43
71
66
5
39
49
-10
97
137
-40
149
201
-52
3,525
2,007
1,518
158
158
0
141
134
7
107
77
30
56
77
-21
29
35
-6
183
189
-6
479
706
-227
248
353
-105
292
416
-124
509
727
-218
175
262
-87
252
244
8
154
110
44
467
567
-100
82
101
-19
1,080
1,309
-229
82
101
-19
86
86
0
795
815
-20
43
55
-12
90
106
-16
112
156
-44
54
42
12
2,321
1,759
562
1,233
1,842
-609
25
24
1
27
47
-20
34
78
-44
364
362
2
2,165
3,985
-1,820
2,862
3,181
-319
1,430
1,541
-111
572
525
47
1,430
1,230
200
368
587
-219
41
81
-40
161
163
-2
553
624
-71
270
312
-42
2,702
3,142
-440
1,486
1,770
-284
135
180
-45
121
106
15
31
27
4
707
707
0
62
50
12
85
75
10
114
101
13
101
66
35
144
99
45
50
83
-33
83
43
40
1,099
601
498
236
132
104
236
194
42
471
448
23
79
91
-12
157
141
16
210
174
36
160
160
0
204
105
99
256
105
151
1,263
750
513
117
64
53
1,327
636
691
1,592
763
829
148
64
84
85
79
6
146
159
-13
130
74
56
122
74
48
61
43
18
4,433
3,627
806
249
160
89
71
60
11
326
241
85
145
35
110
291
61
230
208
44
164
56
56
0
188
149
39
77
75
2
3,356
1,479
1,877
161
67
94
22
4
18
3,877
711
3,166
2,339
408
1,931
130
26
104
552
128
424
227
53
174
2,336
819
1,517
142
127
15
221
212
9
573
309
264
1,581
1,058
523
188
107
81
139
130
9
822
215
607
548
180
368
1,370
453
917
822
485
337
128
81
47
214
41
173
255
41
214
36
40
-4
124
151
-27
242
226
16
113
80
33
429
241
188
2,875
1,079
1,796
873
270
603
3,079
675
2,404
3,079
658
2,421
616
120
496
381
317
64
1,264
1,056
208
2,397
2,007
390
126
109
17
1,152
1,633
-481
245
345
-100
693
964
-271
31
48
-17
31
38
-7
137
53
84
264
106
158
3,435
1,851
1,584
73
57
16
168
114
54
768
1,594
-826
55
114
-59
164
192
-28
143
124
19
298
249
49
138
55
83
504
196
308
529
326
203
1,111
739
372
450
340
110
53
30
23
106
60
46
514
95
419
190
145
45
296
218
78
109
126
-17
3,979
2,765
1,214
332
192
140
136
76
60
3,174
2,057
1,117
2,116
1,427
689
2,278
2,340
-62
1,243
1,272
-29
647
111
536
402
217
185
93
51
42
62
50
12
31
25
6
185
174
11
31
35
-4
62
55
7
140
144
-4
85
96
-11
109
129
-20
1,220
1,609
-389
1,903
2,556
-653
2,036
815
1,221
1,620
652
968
1,905
760
1,145
272
160
112
409
240
169
136
74
62
300
211
89
1,262
1,113
149
1,623
1,193
430
6,484
6,708
-224
6,752
5,452
1,300
1,393
1,106
287
1,956
1,633
323
7,803
6,614
1,189
60
49
11
6,395
6,658
-263
668
657
11
6,751
5,248
1,503
334
316
18
1,114
920
194
139
107
32
8,497
6,038
2,459
926
922
4
463
437
26
7,092
6,244
848
739
618
121
443
369
74
136
139
-3
679
648
31
6,182
5,925
257
6,582
6,446
136
299
180
119
386
305
81
7,686
6,347
1,339
5,804
5,320
484
777
684
93
214
208
6
432
452
-20
2,270
1,688
582
489
484
5
543
507
36
5,744
4,491
1,253
177
138
39
659
570
89
7,488
6,335
1,153
1,631
1,209
422
4,778
6,371
-1,593
1,082
1,145
-63
3,393
2,045
1,348
126
92
34
4,055
5,012
-957
48
59
-11
286
340
-54
1,097
1,095
2
239
230
9
8,163
4,128
4,035
5,865
4,617
1,248
4,567
2,781
1,786
1,782
1,198
584
44
38
6
4,798
4,287
511
44
38
6
572
473
99
1,101
853
248
3,318
2,743
575
144
119
25
794
596
198
1,587
1,032
555
1,226
703
523
2,939
2,098
841
5,024
2,495
2,529
942
475
467
785
407
378
6,524
4,387
2,137
397
690
-293
529
687
-158
1,257
1,573
-316
728
797
-69
265
306
-41
3,919
1,471
2,448
3,417
865
2,552
5,091
1,281
3,810
1,107
384
723
6,097
4,616
1,481
6,466
4,292
2,174
1,078
854
224
359
274
85
4,618
5,887
-1,269
951
1,028
-77
272
292
-20
136
144
-8
7,809
5,028
2,781
896
162
734
2,391
431
1,960
2,988
799
2,189
2,092
1,204
888
5,786
5,108
678
386
313
73
6,607
6,125
482
3,092
648
2,444
1,767
496
1,271
2,650
1,292
1,358
54
28
26
750
455
295
536
334
202
1,393
1,031
362
268
238
30
107
96
11
5,760
4,560
1,200
6,549
2,166
4,383
574
324
250
6,510
4,966
1,544
271
202
69
6,306
5,991
315
3,043
1,628
1,415
1,413
938
475
217
231
-14
380
383
-3
815
771
44
513
523
-10
4,286
4,666
-380
476
453
23
733
590
143
733
554
179
3,603
1,319
2,284
2,520
1,532
988
529
324
205
1,876
660
1,216
794
324
470
1,393
578
815
3,393
1,086
2,307
1,455
420
1,035
1,759
2,238
-479
69
70
-1
960
858
102
21
25
-4
1,228
1,816
-588
65
101
-36
1,516
1,168
348
677
638
39
2,031
1,492
539
138
81
57
414
376
38
138
163
-25
2,378
1,849
529
810
808
2
448
453
-5
1,296
1,464
-168
614
689
-75
2,871
2,496
375
65
59
6
213
489
-276
426
1,008
-582
569
1,304
-735
433
164
269
1,588
2,268
-680
853
1,713
-860
709
139
570
425
81
344
1,275
580
695
942
851
91
824
758
66
2,238
2,075
163
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
100
b
145
c
282
d
297
e
-186
-106
10
-15
-95
62
-803
-124
-260
285
-410
-658
9
52
84
-388
23
27
12
-50
-610
-212
-183
-235
-121
211
16
19
452
24
872
906
288
64
253
21
-995
-70
-9
-55
84
36
-204
-212
-13
-273
56
87
-740
-37
81
83
49
-500
-3
52
-2
69
49
448
0
474
158
117
141
785
472
470
54
123
193
503
537
377
35
833
43
236
912
144
70
2
-95
610
273
97
-164
-239
1
0
294
144
347
495
323
563
73
150
71
-79
287
235
203
709
200
179
76
-487
-465
47
95
506
372
-8
2
155
144
24
2
-3
-193
-426
-491
80
39
364
226
43
114
11
237
137
70
-50
89
209
36
40
57
98
623
15
85
104
468
-219
29
69
-868
-115
-102
147
625
10
152
-52
-26
227
58
291
-1,197
-14
-52
-14
38
74
159
139
0
99
236
0
14
73
103
-54
9
-374
-34
-5
3
270
172
81
7
15
28
25
806
294
215
53
25
-1,313
125
145
975
201
310
374
2,411
562
482
961
-107
-1
99
20
-77
-184
1
-38
-89
1,454
163
199
58
1,094
-35
72
-176
-941
-321
-51
-147
290
-13
57
-11
-179
106
-748
705
-110
247
427
310
174
459
47
647
51
238
70
586
525
151
190
80
344
166
849
1,587
826
214
101
35
173
47
156
106
631
315
-32
113
330
297
-188
-69
205
297
288
306
539
145
297
255
1,674
288
717
2
110
2,936
1,245
2,012
119
102
18
0
52
-218
-472
39
61
0
8
5
127
-5
-41
-11
-43
5
-10
-40
-52
1,518
0
7
30
-21
-6
-6
-227
-105
-124
-218
-87
8
44
-100
-19
-229
-19
0
-20
-12
-16
-44
12
562
-609
1
-20
-44
2
-1,820
-319
-111
47
200
-219
-40
-2
-71
-42
-440
-284
-45
15
4
0
12
10
13
35
45
-33
40
498
104
42
23
-12
16
36
0
99
151
513
53
691
829
84
6
-13
56
48
18
806
89
11
85
110
230
164
0
39
2
1,877
94
18
3,166
1,931
104
424
174
1,517
15
9
264
523
81
9
607
368
917
337
47
173
214
-4
-27
16
33
188
1,796
603
2,404
2,421
496
64
208
390
17
-481
-100
-271
-17
-7
84
158
1,584
16
54
-826
-59
-28
19
49
83
308
203
372
110
23
46
419
45
78
-17
1,214
140
60
1,117
689
-62
-29
536
185
42
12
6
11
-4
7
-4
-11
-20
-389
-653
1,221
968
1,145
112
169
62
89
149
430
-224
1,300
287
323
1,189
11
-263
11
1,503
18
194
32
2,459
4
26
848
121
74
-3
31
257
136
119
81
1,339
484
93
6
-20
582
5
36
1,253
39
89
1,153
422
-1,593
-63
1,348
34
-957
-11
-54
2
9
4,035
1,248
1,786
584
6
511
6
99
248
575
25
198
555
523
841
2,529
467
378
2,137
-293
-158
-316
-69
-41
2,448
2,552
3,810
723
1,481
2,174
224
85
-1,269
-77
-20
-8
2,781
734
1,960
2,189
888
678
73
482
2,444
1,271
1,358
26
295
202
362
30
11
1,200
4,383
250
1,544
69
315
1,415
475
-14
-3
44
-10
-380
23
143
179
2,284
988
205
1,216
470
815
2,307
1,035
-479
-1
102
-4
-588
-36
348
39
539
57
38
-25
529
2
-5
-168
-75
375
6
-276
-582
-735
269
-680
-860
570
344
695
91
66
163
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
148,471
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
...................
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?
Yes
No
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))
2018
49,826
1,184,605
0.042061
2017
46,250
1,047,483
0.044153
2016
45,361
913,190
0.049673
2015
42,475
961,278
0.044186
2014
33,330
914,964
0.036428
2
Total
of line 1, column (d)
.....................
2
0.216501
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
0.043300
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
1,196,235
5
Multiply line 4 by line 3
......................
5
51,797
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
1,547
7
Add lines 5 and 6
........................
7
53,344
8
Enter qualifying distributions from Part XII, line 4
,.............
8
57,709
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
1,547
here
and 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
1,547
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
1,547
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
2,040
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
1,340
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
3,380
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
1,833
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
1,833
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
NJ
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 address
N/A
14
The books are in care of
LOUIS V HENSTON
Telephone no.
(973) 533-0907
Located at
69 WINGED FOOT DRIVE
LIVINGSTON
NJ
ZIP+4
07039
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
LOUIS V HENSTON
PRESIDENT
0.10
0
0
0
69 WINGED FOOT DRIVE
LIVINGSTON
,
NJ
07039
MARGO HENSTON BRUNDAGE
VICE PRESIDENT
0.10
0
0
0
PO BOX 217
NEW VERNON
,
NJ
07976
DOUGLAS HENSTON
SECRETARY/TREASURER
0.10
0
0
0
360 BELLAIRE ST
DENVER
,
CO
80220
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
1,191,532
b
Average of monthly cash balances
.......................
1b
22,920
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
1,214,452
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
1,214,452
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
18,217
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
1,196,235
6
Minimum investment return.
Enter 5% of line 5
..................
6
59,812
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
59,812
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
1,547
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
1,547
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
58,265
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
58,265
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
58,265
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
57,709
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
57,709
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
1,547
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
56,162
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
58,265
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
56,929
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
57,709
a
Applied to 2018, but not more than line 2a
56,929
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 2019 distributable amount
.....
780
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter 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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
57,485
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
LOUIS V HENSTON
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
SOUTH CAROLINA AQUARIUM
100 AQUARIUM
CHARLESTON
,
SC
29401
NONE
PC
CHARITABLE
100
RISING TREETOPS AT OAKHURST
111 MONMOUTH ROAD
OAKHURST
,
NJ
07755
NONE
PC
CHARITABLE
100
GREATER NEWARK CONSERVANCY
32 PRINCE STREET
NEWARK
,
NJ
07103
NONE
PC
CHARITABLE
500
AFRICA BRIDGE OF HOPE
PO BOX 115
MARYLHURST
,
OR
97036
NONE
PC
CHARITABLE
500
NEW JERSEY PERFORMING ARTS CENTER
1 CENTER STREET
NEWARK
,
NJ
07102
NONE
PC
CHARITABLE
3,000
CASA OF HUDSON COUNTY
442 HOBOKEN AVENUE
JERSEY CITY
,
NJ
07306
NONE
PC
CHARITABLE
200
MARSOC FOUNDATION
PO BOX 2018
TEMECULA
,
CA
92593
NONE
PC
CHARITABLE
269
ST BARNABAS MEDICAL CENTER FOUNDATION
95 OLD SHORT HILLS ROAD
WEST ORANGE
,
NJ
07052
NONE
PC
CHARITABLE
24,000
FAMILY CONNECTIONS
395 SOUTH CENTER STREET
ORNAGE
,
NJ
07050
NONE
PC
CHARITABLE
345
LIBERTY SCIENCE CENTER
222 JERSEY CITY BOULEVARD
JERSEY CITY
,
NJ
07305
NONE
PC
CHARITABLE
5,500
CHILDREN'S HOSPITAL COLORADO FOUNDATION ANSCHUTZ MEDICAL CENTER
13123 E 16TH AVENUE
AURORA
,
CO
80045
NONE
PC
CHARITABLE
1,200
CURE BREAST CANCER FOUNDATION
1122 CLIFTON AVE
CLIFTON
,
NJ
07013
NONE
PC
CHARITABLE
125
AMERICAN JEWISH COMMITTEE
165 EAST 56 STREET
NEW YORK
,
NY
10022
NONE
PC
CHARITABLE
250
GRAND ST SETTLEMENT
80 PITT STREET
NEW YORK
,
NY
10002
NONE
PC
CHARITABLE
100
YALE ANNUAL GIVING
PO BOX 2038
NEW HAVEN
,
CT
06521
NONE
PC
CHARITABLE
1,250
MRCC FOUNDATION
713 PASSAIC AVE
WEST CALDWELL
,
NJ
07006
NONE
PC
CHARITABLE
7,350
DREAMS WITH WINGS
1579 BARDSTOWN RD
LOUISVILLE
,
KY
40205
NONE
PC
CHARITABLE
500
ELON UNIVERSITY
100 CAMPUS DRIVE
ELON
,
NC
27244
NONE
PC
CHARITABLE
1,500
JESPY HOUSE
102 PROSPECT STREET
SOUTH ORANGE
,
NJ
07079
NONE
PC
CHARITABLE
100
WOMEN FOR WOMEN
2000 M ST NW SUITE 200
WASHINGTON
,
DC
20036
NONE
PC
CHARITABLE
1,700
WOMEN'S CANCER CENTRAL MORRISTOWN MEDICAL CENTER
100 MADISON AVE
MORRISTOWN
,
NJ
07860
NONE
PC
CHARITABLE
2,000
KENT DENVER BREAKTHROUGH
4000 E QUINCY AVE
ENGLEWOOD
,
CO
80113
NONE
PC
CHARITABLE
2,250
MORRISTOWN MEDICAL CENTER
100 MADISON AVE
MORRISTOWN
,
NJ
07960
NONE
PC
CHARITABLE
250
LYMPHOMA RESEARCH FOUNDATION
115 BROADWAY
NEW YORK
,
NY
10006
NONE
PC
CHARITABLE
500
MHB FOUNDATION
160 N POINTE BLVD STE 200
LANCASTER
,
PA
176014134
NONE
PC
CHARITABLE
500
CONGREGATION B'NAI JESHURUN
1025 SOUTH ORANGE AVE
SHORT HILLS
,
NJ
07078
NONE
PC
CHARITABLE
510
DENVER UNIVERSITY
2190 EAST ASBURY AVENUE
DENVER
,
CO
80210
NONE
PC
CHARITABLE
500
LISA B FISHMAN FOUNDATION
11 WEDGEWOOD DRIVE
MONTVILLE
,
NJ
07045
NONE
PC
CHARITABEL
100
NEWARK ACADEMY
91 SOUTH ORANGE AVE
LIVINGSTON
,
NJ
07039
NONE
PC
CHARITABLE
250
WARRIOR DOG FOUNDATION
5930 ROYAL LANE 355 SUITE E
DALLAS
,
TX
75230
NONE
PC
CHARITABLE
100
UJA
50 EISENHOWER DRIVE
PARAMUS
,
NJ
07652
NONE
PC
CHARITABLE
2,060
NEW JERSEY SYMPHONY ORCHESTRA
60 PARK PL 900
NEWARK
,
NJ
07102
NONE
PC
CHARITABLE
100
Total
.................................
3a
57,709
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
143
4
Dividends and interest from securities
....
14
13,425
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
148,471
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
162,039
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
162,039
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description