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 10-01-2018 , and ending 09-30-2019
Name of foundation
BATT FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)8115 MORNINGSIDE DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46240
A Employer identification number

31-1191154
B Telephone number (see instructions)

(317) 253-8110
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$1,768,475J 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... 31,024 31,024  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,420
b Gross sales price for all assets on line 6a 368,507
7 Capital gain net income (from Part IV, line 2)... 10,420
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........ 41,444 41,444  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,500 750   0
c Other professional fees (attach schedule).... Click to see attachment 7,951 7,951   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 13,836 91   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 20 20   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,307 8,812   0
25 Contributions, gifts, grants paid....... 80,050 80,050
26 Total expenses and disbursements. Add lines 24 and 25 103,357 8,812   80,050
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -61,913
b Net investment income (if negative, enter -0-) 32,632
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 201,928 110,186 110,186
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 891,856 Click to see attachment924,000 1,382,196
c Investments—corporate bonds (attach schedule)....... 278,024 Click to see attachment274,396 276,093
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,371,808 1,308,582 1,768,475
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 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........ 1,371,808 1,308,582
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 1,371,808 1,308,582
31 Total liabilities and net assets/fund balances (see instructions). 1,371,808 1,308,582
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
1,371,808
2
Enter amount from Part I, line 27a .....................
2
-61,913
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,309,895
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,313
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,308,582
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 ADOBE INC   2017-11-01 2019-07-12
b ALLEGION PUBLIC LTD   2017-11-01 2019-01-08
c ALPHABET INC   2017-11-01 2019-07-12
d ALTRIA GROUP INC   2018-11-01 2019-07-12
e ANTA SPORTS PRODUCTS   2018-05-11 2019-07-12
BIOGEN INC   2017-11-01 2019-01-08
BIOGEN INC   2017-11-01 2019-04-25
BIOGEN INC   2017-11-01 2019-05-02
BROADCOM INC   2017-11-01 2019-01-08
CELGENE CORP   2017-11-01 2018-11-01
CONSTELLATION BRANDS   2017-11-01 2019-01-08
ELANCO ANIMAL HEALTH INC   2019-07-12 2019-08-20
ESTEE LAUDER CO INC   2017-11-08 2019-07-12
HUNTINGTON INGALLS INDS   2017-11-01 2019-04-05
INTUIT INC   2018-10-03 2019-04-05
INTUIT INC   2018-10-03 2019-07-12
INTUITIVE SURGICAL INC   2017-11-01 2019-02-07
JPMORGAN CHASE & CO   2017-11-01 2018-10-03
JPMORGAN CHASE & CO   2017-11-01 2019-01-08
KEYCORP NEW   2017-11-01 2018-10-03
KEYCORP NEW   2017-11-01 2019-01-08
MICROSOFT CORP   2017-11-01 2018-11-01
MONGODB INC   2019-01-08 2019-05-02
MONSTER BEVERAGE CORP   2017-11-01 2018-11-01
O REILLY AUTOMOTIVE INC   2017-11-01 2019-01-08
O REILLY AUTOMOTIVE INC   2017-11-01 2019-04-05
PAYPAL HOLDINGS INC   2017-11-01 2019-04-05
PAYPAL HOLDINGS INC   2017-11-01 2019-07-12
PIONEER NATURAL   2017-11-01 2019-02-07
REGIONS FINANCIAL   2017-11-01 2018-10-03
REGIONS FINANCIAL   2017-11-01 2019-01-08
SALESFORCE.COM INC   2019-01-08 2019-07-12
SHERWIN WILLIAMS CO   2017-11-01 2019-06-13
TJX COS INC NEW   2017-11-01 2018-11-01
ULTA BEAUTY INC   2017-11-01 2018-11-01
UNITEDHEALTH GROUP INC   2017-11-01 2019-04-17
UNITEDHEALTH GROUP INC   2017-11-01 2019-04-22
UNITEDHEALTH GROUP INC   2017-11-01 2019-05-03
UNITEDHEALTH GROUP INC   2017-11-01 2019-05-07
UNITEDHEALTH GROUP INC   2017-11-01 2019-05-21
UNITEDHEALTH GROUP INC   2017-11-01 2019-05-23
VEEVA SYSTEMS INC   2019-01-08 2019-05-02
VISA INC   2017-11-01 2019-04-05
VISA INC   2017-11-01 2019-07-12
ZEBRA TECHNOLOGIES CORP   2018-08-16 2019-04-25
ABBVIE INC   2008-12-04 2019-04-25
ABBVIE INC   2008-12-04 2019-08-28
ANTA SPORTS PRODUCTS   2018-05-17 2018-10-10
ANTA SPORTS PRODUCTS   2018-05-17 2018-10-11
CBS CORP NEW   2018-01-12 2018-11-05
CBS CORP NEW CL B   2018-01-12 2019-02-20
ESTEE LAUDER CO INC   2017-11-09 2019-07-18
GARRETT MOTION INC   2017-12-06 2018-10-04
GARRETT MOTION INC   2017-12-06 2018-10-30
GILEAD SCIENCES INC   2018-09-11 2019-04-04
GILEAD SCIENCES INC   2018-09-11 2019-04-25
HUNTINGTON INGALLS INDS   2018-05-04 2019-04-04
INTUIT INC   2018-09-06 2019-02-20
INTUIT INC   2018-09-06 2019-07-18
JPMORGAN CHASE & CO   2017-11-13 2019-04-04
LOCKHEED MARTIN CORP   2018-02-12 2019-04-04
MASTERCARD INC   2011-01-19 2019-02-20
MASTERCARD INC   2011-01-19 2019-04-03
MASTERCARD INC   2011-01-19 2019-07-18
MERCK & COMPANY INC NEW   2018-11-05 2019-08-26
NETEASE INC   2017-11-14 2019-02-20
ORACLE CORP   2017-11-14 2019-02-20
ORACLE CORP   2017-11-14 2019-04-25
PFIZER INC   2018-09-06 2019-02-20
PFIZER INC   2018-09-06 2019-08-28
RESIDEO TECHNOLOGIES INC   2018-10-29 2018-10-30
RESIDEO TECHNOLOGIES INC   2017-12-06 2018-11-02
STARBUCKS CORP   2019-01-09 2019-08-26
TEXAS INSTRUMENTS INC   2017-11-14 2019-08-26
UNITEDHEALTH GROUP INC   2018-01-12 2019-04-04
UNITEDHEALTH GROUP INC   2018-01-12 2019-04-17
UNITEDHEALTH GROUP INC   2018-01-12 2019-04-22
UNITEDHEALTH GROUP INC   2018-01-12 2019-05-03
UNITEDHEALTH GROUP INC   2018-01-12 2019-05-07
UNITEDHEALTH GROUP INC   2018-01-12 2019-05-21
UNITEDHEALTH GROUP INC   2018-01-12 2019-05-23
WYNDHAM HOTELS & RESORTS   2017-12-01 2019-01-09
ZIONS BANCORPORATION N A   2018-09-14 2019-08-28
BMW BANK OF NORTH AMER   2014-03-31 2018-11-29
CIT BANK   2014-06-06 2019-03-18
CIT BANK   2014-07-16 2019-06-03
DISCOVER BANK   2014-06-06 2019-05-21
DISCOVER BANK   2014-09-18 2019-09-03
(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 2,162   1,232 930
b 4,528   4,622 -94
c 1,145   1,044 101
d 3,723   4,610 -887
e 1,449   1,345 104
1,290   1,270 20
1,611   2,222 -611
2,985   4,127 -1,142
1,169   1,313 -144
4,735   6,263 -1,528
3,966   5,020 -1,054
2,538   3,068 -530
1,872   1,228 644
1,266   1,394 -128
784   694 90
1,683   1,388 295
1,525   1,132 393
924   812 112
1,504   1,523 -19
848   775 73
1,158   1,365 -207
1,803   1,422 381
1,188   808 380
4,006   4,295 -289
2,332   1,470 862
2,397   1,260 1,137
1,055   726 329
2,157   1,307 850
2,983   3,373 -390
961   817 144
2,125   2,325 -200
1,264   1,169 95
2,865   2,359 506
1,879   1,193 686
3,590   2,720 870
645   634 11
668   634 34
695   634 61
958   846 112
500   423 77
3,187   2,748 439
1,126   765 361
946   667 279
3,055   1,891 1,164
1,622   1,135 487
3,057   1,072 1,985
13,845   5,802 8,043
4,330   6,479 -2,149
2,022   3,092 -1,070
7,404   7,557 -153
8,581   9,766 -1,185
5,296   3,465 1,831
8   8 0
225   248 -23
7,007   7,600 -593
4,479   5,067 -588
7,559   7,510 49
2,112   1,974 138
4,757   3,728 1,029
8,316   7,742 574
1,807   2,062 -255
1,761   189 1,572
4,788   474 4,314
5,527   474 5,053
513   440 73
7,676   9,837 -2,161
9,137   8,703 434
2,694   2,409 285
3,153   3,119 34
22,359   26,827 -4,468
568     568
17   22 -5
577   383 194
1,823   1,452 371
10,645   9,770 875
2,364   2,499 -135
2,450   2,499 -49
2,315   2,272 43
1,916   1,818 98
2,250   2,045 205
4,658   4,317 341
11,813   15,148 -3,335
18,826   24,797 -5,971
7,000   7,004 -4
20,000   20,185 -185
13,000   13,169 -169
13,000   12,992 8
30,000   30,003 -3
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       930
b       -94
c       101
d       -887
e       104
      20
      -611
      -1,142
      -144
      -1,528
      -1,054
      -530
      644
      -128
      90
      295
      393
      112
      -19
      73
      -207
      381
      380
      -289
      862
      1,137
      329
      850
      -390
      144
      -200
      95
      506
      686
      870
      11
      34
      61
      112
      77
      439
      361
      279
      1,164
      487
      1,985
      8,043
      -2,149
      -1,070
      -153
      -1,185
      1,831
      0
      -23
      -593
      -588
      49
      138
      1,029
      574
      -255
      1,572
      4,314
      5,053
      73
      -2,161
      434
      285
      34
      -4,468
      568
      -5
      194
      371
      875
      -135
      -49
      43
      98
      205
      341
      -3,335
      -5,971
      -4
      -185
      -169
      8
      -3
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 10,420
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 78,900 1,730,745 0.045587
2016 77,643 1,504,486 0.051608
2015 77,050 1,547,500 0.049790
2014 75,160 1,557,793 0.048248
2013 75,600 1,576,048 0.047968
2
Total of line 1, column (d) .....................
2
0.243201
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
0.048640
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,705,520
5
Multiply line 4 by line 3......................
5
82,956
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
326
7
Add lines 5 and 6........................
7
83,282
8
Enter qualifying distributions from Part XII, line 4,.............
8
80,050
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 1 653
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........................... 3 653
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- ..... 5 653
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 8,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,000
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 7,347
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet750 RefundedBullet 11 6,597
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWILLIAM G BATT Telephone no.bullet (317) 253-8110

    Located atbullet8115 MORNINGSIDE DRIVEINDIANAPOLISIN ZIP+4bullet46240
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WILLIAM G BATT TRUSTEE
    1.00     		0 0 0
    8115 MORNINGSIDE DRIVE
    INDIANAPOLIS,IN46240
    MARTHA SUSAN BATT TRUSTEE
    0.50     		0 0 0
    8115 MORNINGSIDE DRIVE
    INDIANAPOLIS,IN46240
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,594,618
    b
    Average of monthly cash balances.......................
    1b
    136,874
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,731,492
    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
    1,731,492
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    25,972
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,705,520
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    85,276
    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
    85,276
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    653
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    653
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    84,623
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    84,623
    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
    84,623
    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
    80,050
    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
    80,050
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    80,050
    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 84,623
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 75,033
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 80,050
    a Applied to 2017, but not more than line 2a 75,033
    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..... 5,017
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		79,606
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    WILLIAM G BATT
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALLIANCE DEFENDING FREEDOM
    15100 N 90TH ST
    SCOTTSDALE,AZ85260     		  PC G.O.S. 1,500
    BOOTH TARKINGTON CIVIC THEATRE OF INDIANAPOLIS INC
    3 CENTER GREEN 200
    CARMEL,IN46032     		  PC G.O.S. 500
    CAMPUS CRUSADE FOR CHRIST
    PO BOX 628222
    ORLANDO,FL32862     		  PC PROJECT FUND 5,750
    CHURCH OF THE CROSSING
    9111 HAVERSTICK RD
    INDIANAPOLIS,IN46240     		  PC G.O.S. 500
    CONNER PRAIRIE MUSEUM
    13400 ALLISONVILLE ROAD
    FISHERS,IN46038     		  PC G.O.S. 6,600
    DARTMOUTH COLLEGE - THAYER SCHOOL
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755     		  PC G.O.S. 500
    DARTMOUTH COLLEGE - TUCK SCHOOL
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755     		  PC G.O.S. 500
    FAITH CHURCH
    9125 N COLLEGE AVENUE
    INDIANAPOLIS,IN46240     		  PC G.O.S. & PROJECT FUND 5,000
    FIRST FRIENDS CHURCH
    3030 E KESSLER BLVD
    INDIANAPOLIS,IN46205     		  PC G.O.S. 100
    INDIANAPOLIS CHILDREN'S CHOIR INC
    4600 SUNSET AVE
    INDIANAPOLIS,IN46208     		  PC G.O.S. 10,500
    INNERLIGHT MINISTRIES
    1932 CROSSMAN DRIVE
    INDIANAPOLIS,IN46227     		  PC G.O.S. 500
    INTERLOCHEN CTR FOR THE ARTS
    PO BOX 199
    INTERLOCHEN,MI49643     		  PC G.O.S. 1,500
    JERUSALEM UNIVERSITY COLLEGE
    4249 E STATE ST 203
    ROCKFORD,IL61108     		  PC G.O.S. 3,000
    MARTIN UNIVERSITY
    POBOX 18567
    INDIANAPOLIS,IN46218     		  PC G.O.S. 250
    MEDIA RESEARCH CENTER
    325 S PATRICK ST
    ALEXANDRIA,VA22314     		  PC G.O.S. 6,000
    PARK TUDOR FOUNDATION INC
    7200 N COLLEGE AVE
    INDIANAPOLIS,IN46240     		  PC G.O.S. 750
    PIONEERS
    10123 WILLIAM CAREY DR
    ORLANDO,FL32832     		  PC PROJECT FUND 500
    PURE WATER FOR THE WORLD
    POBOX 55
    RUTLAND,VT05702     		  PC G.O.S. 1,750
    RESOURCE EXCHANGE INTL INC
    5446 N ACADEMY BLVD 202
    COLORADO SPRINGS,CO80918     		  PC PROJECT FUND 1,000
    ROTARY FOUNDATION OF INDIANAPOLIS INC
    650 N MERIDIAN ST 1A
    INDIANAPOLIS,IN46204     		  PC PROJECT FUND & G.O.S. 1,000
    SAT - 7
    POBOX 2770
    EASTON,MD21601     		  PC PROJECT FUNDS 10,500
    TABERNACLE PRES CHURCH
    418 E 34TH STREET
    INDIANAPOLIS,IN46205     		  PC PROJECT FUND & G.O.S. 2,100
    THE NAVIGATORS
    POBOX 6000
    COLORADO SPRINGS,CO80934     		  PC PROJECT FUNDS 3,500
    UNITED SERVICES ORGANIZATION
    POBOX 96860
    WASHINGTON,DC20077     		  PC G.O.S. 250
    VOICE OF THE MARTYRSOPEN DOOR
    POBOX 446
    BARTLESVILLE,OK74005     		  PC G.O.S. 500
    WHEATON COLLEGE
    501 COLLEGE AVENUE
    WHEATON,IL60187     		  PC G.O.S. & PROJECT FUNDS 5,000
    WYCLIFFE ASSOCIATES
    PO BOX 620143
    ORLANDO,FL32862     		  PC PROGRAM SUPPORT 500
    BIBLE STUDY FELLOWSHIP
    19001 HUEBNER ROAD
    SAN ANTONIO,TX78258     		  PC G.O.S. PROJECT FUNDS 1,500
    INDIANAPOLIS SYMPHONY ORCHESTRA
    32 E WASHINGTON ST 600
    INDIANAPOLIS,IN46204     		  PC PROJECT FUND & G.O.S. 1,000
    THE ROTARY FOUNDATION
    1560 SHERMAN AVE
    EVANSTON,IL60201     		  PC G.O.S. PROJECT FUNDS 5,000
    PRESIDENT BENJAMIN HARRISON HOME
    1230 N DELAWARE ST
    INDIANAPOLIS,IN46202     		  PC G.O.S. 500
    BILLY GRAHAM EVANGELISTIC ASSOC
    1 BILLY GRAHAM PARKWAY
    CHARLOTTE,NC28201     		  PC G.O.S. PROJECT FUNDS 2,000
    Total .................................bullet 3a 80,050
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 31,024  
    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 10,420  
    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 41,444 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    41,444
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    BATT FAMILY FOUNDATION
    EIN:
    31-1191154
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 1,500 750   0

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    BATT FAMILY FOUNDATION
    EIN:
    31-1191154
    Name of Bond End of Year Book Value End of Year Fair Market Value
    $18,000 SALLIE MAE BANK DUE 10/15/19 18,000 18,001
    $7,000 CIT BANK DUE 11/05/19 7,000 7,002
    $20,000 AMERICAN EXPR CENTURION DUE 1/30/20 20,010 20,006
    $20,000 DISCOVER BANK DUE 2/19/20 20,012 20,011
    $20,000 GOLDMAN SACHS BANK DUE 3/04/20 20,000 20,012
    $30,000 FIRSTBANK PUERTO RICO DUE 4/20/20 29,990 29,995
    $10,000 CIT BANK DUE 11/06/20 10,082 10,092
    $30,000 WELLS FARGO BANK DUE 3/29/21 30,199 30,199
    $20,000 WELLS FARGO & CO DUE 7/26/21 19,980 19,980
    $19,000 GE CAPITAL RETAIL BANK DUE 12/09/21 19,294 19,360
    $30,000 MORGAN STANLEY BANK DUE 5/04/20 29,983 30,164
    $20,000 CAPITAL ONE BANK USA DUE 4/19/21 20,655 21,045
    $30,000 CAPITAL ONE DUE 8/30/21 29,191 30,226

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    BATT FAMILY FOUNDATION
    EIN:
    31-1191154
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADIDAS AD SPONS ADR 23,121 24,445
    ALPHABET INC 21,914 48,846
    ANTA SPORTS PRODUCTS 15,342 18,518
    APPLE INC 25,416 55,321
    BERKSHIRE HATHAWAY INC 11,284 41,604
    BROADCOM INC 26,527 25,675
    CDW CORP 25,567 27,975
    COMCAST CORP 25,360 33,855
    CONSTELLATION BRANDS 19,328 17,826
    GILEAD SCIENCES INC 16,649 14,577
    HOME DEPOT INC 36,319 42,692
    HONEYWELL INC 22,849 26,226
    HUNTINGTON INGALLS INDS INC 15,139 15,249
    INTEL CORP 18,605 38,751
    INTUIT INC 14,475 17,552
    JPMORGAN CHASE & CO 19,599 23,538
    ESTEE LAUDER COMPANY INC 21,261 33,423
    LOCKHEED MARTIN CORP 28,709 32,765
    LVMH MOET HENNESSY LOUIS 17,692 18,647
    MARATHON PETROLEUM CORP 8,189 28,796
    MARSH & MCLENNAN COS INC 24,526 77,139
    MARTIN MARIETTA MATERIALS INC 6,246 54,820
    MASTERCARD INC 2,746 31,502
    MERCK & COMPANY INC NEW 22,412 25,422
    MICROSOFT CORP 9,071 64,371
    ORACLE CORP 11,555 12,932
    RAYONIER INC 11,339 22,560
    STARBUCKS CORP 17,630 24,139
    TEXAS INSTRUMENTS 27,683 36,963
    UNITEDHEALTH GROUP INC 22,494 21,515
    WALT DISNEY CO 24,204 26,716
    WALMART INC 31,604 37,384
    WALGREENS BOOTS ALLIANCE INC 16,533 26,272
    WASTE MANAGEMENT INC 28,345 31,280
    ADIDAS AG SPONS ADR 6,483 8,875
    ADOBE SYSTEMS INC 4,400 6,906
    ALIBABA GROUP HOLDING 5,783 5,184
    ALPHABET INC 11,481 13,433
    AMAZON.COM INC 8,834 13,887
    ANTA SPORTS PRODUCTS 2,689 3,704
    APPLE INC 10,579 13,438
    BOOKING HOLDINGS INC 7,348 7,850
    BROADCOM INC 4,862 5,245
    COMCAST CORP CL A NEW 5,378 5,455
    CUMMINS 3,763 3,579
    ELECTRONIC ARTS INC 8,982 7,923
    FACEBOOK INC 6,975 7,123
    HUNTINGTON INGALLS INDS INC 6,190 5,718
    INTEL CORP 8,305 9,172
    INTERCONTINENTAL EXCHANGE INC 5,965 8,304
    INTUIT INC 4,305 5,053
    INTUITIVE SURGICAL INC 2,641 3,780
    JPMORGAN CHASE & CO 5,180 6,002
    KEYCORP 4,520 4,371
    ESTEE LAUDER COMPANY INC 3,221 4,974
    LOCKHEED MARTIN CORP 7,916 8,971
    MERCK & COMPANY INC NEW 5,318 5,640
    MGM RESORTS 5,143 5,239
    MICROSOFT CORP 10,373 17,240
    MONGOBD INC 1,796 2,410
    NORTHROP GRUMMAN CORP 7,592 9,746
    OREILLY AUTOMOTIVE INC 3,065 5,579
    PALO ALTO NETWORKS INC 4,489 4,688
    PAYPAL HOLDINGS INC 3,919 5,283
    REGIONS FINANCIAL CORP NEW 4,163 4,192
    SALESFORCE.COM INC 3,945 4,008
    SEA LTD 3,261 3,126
    SHERWIN WILLIAMS CO 6,311 8,798
    TJX COS INC 5,122 8,138
    TENCENT HOLDINGS LTD 6,987 6,328
    TEXAS INXSTRUMENTS INC 5,491 7,367
    UNITEDHEALTH GROUP INC 5,918 6,085
    VEEVA SYSTEMS INC 1,817 2,901
    VIPER ENERGY PARTNERS LP 4,005 3,376
    VISA INC 4,782 7,396
    WALMART INC 6,728 7,952
    ZEBRA TECHNOLOGIES CORP 3,797 4,748
    WALT DISNEY CO 6,939 6,255
    WELLS FARGO & COMPANY PFD 7,506 7,458

    TY 2018 OtherDecreasesSchedule
    Name:
    BATT FAMILY FOUNDATION
    EIN:
    31-1191154
    Description Amount
    COST BASIS ADJUSTMENTS PER INVESTMENT STATEMENTS 1,313


    TY 2018 OtherExpensesSchedule
    Name:
    BATT FAMILY FOUNDATION
    EIN:
    31-1191154
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEE 20 20   0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    BATT FAMILY FOUNDATION
    EIN:
    31-1191154
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESMENT MANAGEMENT FEES 7,951 7,951   0


    TY 2018 TaxesSchedule
    Name:
    BATT FAMILY FOUNDATION
    EIN:
    31-1191154
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT TAX 13,745 0   0
    FOREIGN TAX PAID 91 91   0