Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 12-01-2018 , and ending 11-30-2019
Name of foundation
THE BAMFORD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2274
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TACOMA, WA98401
A Employer identification number

91-1504193
B Telephone number (see instructions)

(253) 383-8584
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$12,466,157J 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) 3,417,417
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 501,726 501,726  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 725,726
b Gross sales price for all assets on line 6a 857,256
7 Capital gain net income (from Part IV, line 2)... 34,316
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 551,833 551,833  
12 Total. Add lines 1 through 11........ 5,196,702 1,087,875  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,000 0   63,750
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 7,976 1,994   0
c Other professional fees (attach schedule).... Click to see attachment 5,000 5,000   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 43,462 0   4,877
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 1,465 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 132,903 6,994   68,627
25 Contributions, gifts, grants paid....... 3,232,184 3,232,184
26 Total expenses and disbursements. Add lines 24 and 25 3,365,087 6,994   3,300,811
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,831,615
b Net investment income (if negative, enter -0-) 1,080,881
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......... 642,749 324,138 324,138
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,161,200 Click to see attachment11,311,426 12,142,019
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) 9,803,949 11,635,564 12,466,157
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........ 9,213,172 9,213,172
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 590,777 2,422,392
30 Total net assets or fund balances (see instructions)..... 9,803,949 11,635,564
31 Total liabilities and net assets/fund balances (see instructions). 9,803,949 11,635,564
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
9,803,949
2
Enter amount from Part I, line 27a .....................
2
1,831,615
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,635,564
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
11,635,564
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 ACCENTURE PLC   2019-01-18 2019-01-23
b ACTIVISION BLIZZARD   2019-01-18 2019-01-23
c BALL CORP   2019-01-18 2019-01-23
d BROWN FORMAN CORP   2019-01-18 2019-01-23
e CINTAS CORP   2019-01-18 2019-01-23
MOTOROLA SOLUTIONS   2019-01-18 2019-01-23
QUALCOMM INC   2019-01-18 2019-01-23
THERMO FISHER SCIENTIFIC   2019-01-18 2019-01-23
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 65,762   65,747 15
b 39,590   39,601 -11
c 105,948   106,350 -402
d 84,729   85,025 -296
e 114,941   115,199 -258
99,930   99,763 167
63,734   63,616 118
247,062   247,639 -577
35,560     35,560
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       15
b       -11
c       -402
d       -296
e       -258
      167
      118
      -577
      35,560
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 34,316
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 1,817,710 10,731,282 0.169384
2016 1,791,437 10,555,566 0.169715
2015 1,757,440 9,207,160 0.190878
2014 1,561,444 8,288,731 0.188382
2013 684,992 7,485,854 0.091505
2
Total of line 1, column (d) .....................
2
0.809864
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
0.161973
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
12,397,122
5
Multiply line 4 by line 3......................
5
2,007,999
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
10,809
7
Add lines 5 and 6........................
7
2,018,808
8
Enter qualifying distributions from Part XII, line 4,.............
8
3,300,811
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 10,809
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 10,809
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 10,809
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,600
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,400
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,000
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 3,191
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet3,191 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
     
    No
    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)
    bulletWA
    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 addressbulletWWW.BAMFORDFOUNDATION.ORG
    14
    The books are in care ofbulletTHE BAMFORD FOUNDATION Telephone no.bullet (253) 620-4743

    Located atbulletPO BOX 2274TACOMAWA ZIP+4bullet98401
    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
    CALVIN BAMFORD JR PRESIDENT / TREASURER
    1.00     		0 0 0
    PO BOX 2274
    TACOMA,WA98401
    JOANNE BAMFORD VP / DIRECTOR
    1.00     		0 0 0
    PO BOX 2274
    TACOMA,WA98401
    HOLLY BAMFORD HUNT SECRETARY / DIRECTOR
    20.00     		75,000 0 0
    PO BOX 2274
    TACOMA,WA98401
    DREW BAMFORD DIRECTOR
    1.00     		0 0 0
    PO BOX 2274
    TACOMA,WA98401
    HEATHER BAMFORD DIRECTOR
    1.00     		0 0 0
    PO BOX 2274
    TACOMA,WA98401
    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
    11,807,236
    b
    Average of monthly cash balances.......................
    1b
    778,675
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,585,911
    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
    12,585,911
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    188,789
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,397,122
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    619,856
    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
    619,856
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    10,809
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    13,145
    c
    Add lines 2a and 2b............................
    2c
    23,954
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    595,902
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    595,902
    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
    595,902
    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
    3,300,811
    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
    3,300,811
    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
    10,809
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,290,002
    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 7 595,902
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 316,124
    b From 2014...... 1,155,803
    c From 2015...... 1,316,870
    d From 2016...... 1,281,414
    e From 2017...... 1,311,780
    fTotal of lines 3a through e........ 5,381,991
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 3,300,811
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 595,902
    e Remaining amount distributed out of corpus 2,704,909
    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 8,086,900
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		316,124
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		7,770,776
    10 Analysis of line 9:
    a Excess from 2014.... 1,155,803
    b Excess from 2015.... 1,316,870
    c Excess from 2016.... 1,281,414
    d Excess from 2017.... 1,311,780
    e Excess from 2018.... 2,704,909
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    HOLLY BAMFORD HUNT
    PO BOX 2274
    TACOMA,WA98401
    (253) 620-4743
    INFO@BAMFORDFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS CAN BE SUBMITTED VIA MAIL OR EMAIL MESSAGE TO INFO@BAMFORDFOUNDATION.ORG.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION BOARD HAS VOTED THROUGH TO CONTINUE THE BAMFORD FOUNDATION'S CURRENT GRANT PROCESS OF REVIEWING LETTERS OF INQUIRY AND FULL REQUESTS BY INVITATION ONLY. IF THE POTENTIAL GRANTEES' MISSION ALIGNS WELL WITH THE BAMFORD FOUNDATION'S PRIORITIES, IT IS ACCEPTABLE TO CONTACT THE FOUNDATION'S DIRECTOR HOLLY VIA EMAIL TO ASK FOR CONSIDERATION OF AN INVITATION TO SUBMIT A LETTER. IF YOU HAVE BEEN INVITED TO SUBMIT A LETTER OF INQUIRY TO THE FOUNDATION, YOU MAY DO SO USING THE FOLLOWING CONTACT INFORMATION. THE FOUNDATION WILL RESPOND TO A LETTER OF INQUIRY WITH A SPECIFIC REQUEST FOR AN APPLICATION AND SUPPORTING DOCUMENTS. THE FOUNDATION GRANTS COMMITTEE MEETS 4 TIMES PER YEAR AND WILL TYPICALLY BE ABLE TO RESPOND TO A LETTER OF REQUEST WITHIN 3 MONTHS TIME. POTENTIAL GRANTSEEKERS MAY CONTACT THE DIRECTOR VIA EMAIL WITH ANY QUESTIONS ABOUT THE GRANT PROCESS OR ABOUT THE FOUNDATION'S PRIORITY GIVING AREAS.
    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
    A STEP AHEAD PIERCE COUNTY
    10324 CANYON RD E STE 203
    PUYALLUP,WA98373     		  501(C)(3) PUBLIC CHA CAPITAL CAMPAIGN & PROGRAM SUPPORT 15,000
    AHAT HOMECARE
    301 N L STREET
    TACOMA,WA98403     		  501(C)(3) PUBLIC CHA GENERAL SUPPORT 5,000
    ALCHEMY INDOOR
    PO BOX 569
    TACOMA,WA98401     		  501(C)(3) NON-PROFIT PROGRAM SUPPORT - YOUTH LEADERSHIP THROUGH SKATEBOARDING 10,000
    ALLEN RENAISSANCE
    1301 MLK JR WAY
    TACOMA,WA98405     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 12,000
    AMARA
    1901 JEFFERSON AVE SUITE 212
    TACOMA,WA98402     		  501(C)(3) NON-PROFIT PIERCE COUNTY EMERGENCY SANCTUARY PROGRAM SUPPORT 30,000
    AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
    103 79TH PL SE
    EVERETT,WA98203     		  501(C)(3) NON-PROFIT TECH TREK WA PROGRAM SUPPORT 45,000
    AMERICAN LEADERSHIP FORUM
    738 BROADWAY 301
    TACOMA,WA98402     		  PUBLIC CHARITY 509(A GENERAL SUPPORT 15,000
    ANNIE WRIGHT SCHOOL
    827 N TACOMA AVE
    TACOMA,WA98403     		  SCHOOL 170(B)(1) SUPPORT EDUCATION, CAPITAL AND ENDOWMENT SUPPORT FOR STRENGTH CAMPAIGN 25,000
    ARK INSTITUTE OF LEARNING
    1916 S WASHINGTON ST
    TACOMA,WA98405     		  501(C)(3) PUBLIC CHA SUPPORT FOR SCHOLARSHIP FUND 10,000
    ARTS IMPACT
    800 OAKSDALE AVE SW
    RENTON,WA98057     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 20,000
    ASIA PACIFIC CULTURAL CENTER
    4851 S TACOMA WAY
    TACOMA,WA98409     		  501(C)(3) NON-PROFIT SUPPORT TO INCREASE ORGANIZATION CAPACITY. 10,000
    ASSOCIATED MINISTRIES
    1224 S I STREET
    TACOMA,WA98405     		  501(C)(3) NON-PROFIT ACCESS 4 POINT HOUSING AND OUTREACH SUPPORT. 5,000
    AT THE CROSSROADS
    333 VALANCIA ST 320
    SAN FRANCISCO,CA94103     		  PUBLIC CHARITY 509 ( PROGRAM SUPPORT, OUTREACH AND COUNSELING, CAMPAIGN FOR NEW CENTER. 39,600
    BATES TECHNICAL COLLEGE FOUNDATION
    1101 SOUTH YAKIMA ST
    TACOMA,WA98405     		  501(C)(3) NON-PROFIT FIELD OF DREAMS PROJECT - EARLY LEARNING PLAYGROUND. 5,000
    BELLARMINE PREPARATORY ACADEMY
    2300 S WASHINGTON
    TACOMA,WA984051304     		  SCHOOL 170(B)(1) ANNUAL GIVING 500
    BETHEL COMMUNITY SERVICES
    18020 E B STREET
    SPANAWAY,WA98387     		  PUBLIC CHARITY 509(A SUPPORT OF FAMILY AND YOUTH SUPPORT PROGRAMS 1,500
    BIG BROTHERS BIG SISTERS OF PIERCE COUNTY
    3630 S CEDAR ST STE R
    TACOMA,WA98409     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 9,829
    BOYS AND GIRLS CLUB OF SOUTH PUGET SOUND
    3875 SOUTH 66TH STREET STE 101
    TACOMA,WA98409     		  PUBLIC CHARITY 509 ( PROGRAM SUPPORT (GREAT FUTURES AND BOOST) 12,000
    CENTER FOR DIALOGUE AND RESOLUTION
    717 TACOMA AVE S
    TACOMA,WA98402     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 25,000
    CHARLES WRIGHT ACADEMY
    7723 CHAMBERS CREEK RD W
    TACOMA,WA98467     		  SCHOOL 170(B)(1) ANNUAL GIVING 5,000
    CHILD CARE RESOURCES
    1225 SOUTH WELLER SUITE 300
    SEATTLE,WA98144     		  501(C)(3) NON-PROFIT GENERAL SUPPORT 25,500
    CHILDREN'S MUSEUM OF TACOMA
    1501 PACIFIC AVE STE 202
    TACOMA,WA98401     		  PUBLIC CHARITY 509(A GENERAL OPERATING AND OUTREACH SUPPORT. 5,000
    COLLEGE SUCCESS FOUNDATION
    950 PACIFIC AVE
    TACOMA,WA98402     		  PUBLIC CHARITY 509(A PROGRAM SUPPORT (TACOMA EMPOWERING YOUTH) 25,000
    COMMUNITIES IN SCHOOLS
    708 G STREET
    TACOMA,WA98405     		  501(C)(3) NON-PROFIT PROGRAM- SUPPORT: READY, SET, READ 15,000
    COMMUNITY YOUTH SERVICES
    711 STATE AVE NE
    OLYMPIA,WA98506     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 2,809
    DEGREES OF CHANGE
    1102 COMMERCE ST SUITE 400
    TACOMA,WA98401     		  501(C)(3) NON-PROFIT ACT SIX SCHOLARSHIP PROGRAM AND CAPACITY BUILDING SUPPORT. 15,000
    EMERGENCY FOOD NETWORK
    3318 92ND ST SOUTH
    TACOMA,WA98499     		  501(C)(3) NON-PROFIT PROGRAM SUPPORT 500
    ERIKSON INSTITUTE
    451 N LASALLE ST
    CHICAGO,IL60654     		  501(C)(3) NON-PROFIT GENERAL SUPPORT 5,000
    FIRST 5 FUNDAMENTALS
    3318 92ND ST SOUTH
    TACOMA,WA98499     		  PUBLIC CHARITY 509 ( GENERAL SUPPORT 20,000
    FOSS WATERWAY SEAPORT MUSEUM
    705 DOCK STREET
    TACOMA,WA98402     		  PUBLIC CHARITY 509(A EDUCATION PROGRAMS AND CAPITAL CAMPAIGN 10,000
    FRIENDS OF LAKEWOOD
    17000 16TH DR NE
    LAKEWOOD,WA98259     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 10,000
    FRIENDS OF THE CHILDREN
    7302 S PARK AVE
    TACOMA,WA98408     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 10,000
    FUTUREWISE
    816 2ND AVE STE 200
    SEATTLE,WA98104     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 10,000
    GENESIS HOUSING AND COMMUNITY DEVELOPMENT COALITION
    PO BOX 111677
    TACOMA,WA98411     		  501(C)(3) NON-PROFIT GENERAL SUPPORT 50,000
    GEORGETOWN DAY SCHOOL
    4530 MACARTHUR BOULEVARD NW
    WASHINGTON,DC20007     		  SCHOOL 170(B)(1) ANNUAL GIVING 10,000
    GIG HARBOR FILM FESTIVAL
    3006 JUDSON ST STE 102
    GIG HARBOR,WA98335     		  501(C)(3) PUBLIC CHA ANNUAL PROGRAM SUPPORT 15,000
    GIRL SCOUTS OF WESTERN WASHINGTON
    601 VALLEY STREET
    SEATTLE,WA98109     		  501(C)(3) PUBLIC CHA GENERAL SUPPORT 10,000
    GOODWILL FOUNDATION
    714 S 27TH ST
    TACOMA,WA98409     		  PUBLIC CHARITY 509(A FINANCIAL LITERACY PROGRAM, SCHOLARSHIP SUPPORT 500
    GRADUATE TACOMA
    919 S 9TH ST
    TACOMA,WA98405     		  501(C)(3) NON-PROFIT GENERAL SUPPORT 25,000
    GRAND CINEMA
    606 S FAWCETT AVE
    TACOMA,WA98466     		  501(C)(3) NON-PROFIT TACOMA CREATES SUPPORT 30,500
    GREATER METRO PARKS FOUNDATION
    4702 S 19TH ST
    TACOMA,WA98405     		  501(C)(3) NON-PROFIT PROGRAM SUPPORT (AFTERSCHOOL PROGRAMS, IMAGINE EASTSIDE) 22,250
    GREATER TACOMA COMMUNITY FOUNDATION
    950 PACIFIC AVE STE 1100
    TACOMA,WA98405     		  501(C)(3) NON-PROFIT GENERAL SUPPORT 330,368
    HABITAT FOR HUMANITY
    121 HABITAT STREET
    AMERICUS,GA317093498     		  501(C)(3) PUBLIC CHA HABITAT CONNECTS PROGRAM SUPPORT 3,000
    HELPING HAND HOUSE
    PO BOX 710
    TACOMA,WA98401     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 55,500
    HILLTOP ARTISTS
    PO BOX 6829
    TACOMA,WA98417     		  PUBLIC CHARITY 509 ( SCHOLARSHIP SUPPORT-AFTERSCHOOL PROGRAM, GENERAL SUPPORT 10,500
    HOPESPARKS
    6424 NORTH 9TH STREET
    TACOMA,WA98406     		  501(C)(3) PUBLIC CHA PROGRAM SUPPORT - EARLY CHILDHOOD DEVELOPMENTAL SERVICES 1,000
    HUMANITIES WASHINGTON
    130 NICKERSON ST SUITE 304
    SEATTLE,WA98109     		  501(C)(3) NON-PROFIT PRIME TIME FAMILY READING PROGRAM SUPPORT 5,000
    JOB CARR CABIN MUSEUM
    PO BOX 7609
    TACOMA,WA98417     		  501(C)(3) PUBLIC CHA EDUCATION PROGRAM SUPPORT 100,000
    JUNIOR ACHIEVEMENT OF WASHINGTON
    1700 WESTLAKE AVE N SUITE 400
    SEATTLE,WA98109     		  501(C)(3) PUBLIC CHA BIZTOWN SCHOLARSHIPS PROGRAM SUPPORT 2,000
    JUVENILE DIABETES RESEARCH FOUNDATION
    1215 4TH AVENUE 1400
    SEATTLE,WA98161     		  PUBLIC CHARITY 509(A TACOMA DIABETES WALK SUPPORT 15,000
    KBTC ASSOCIATION
    2320 S 19TH ST
    TACOMA,WA98405     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 297,121
    KOREAN WOMEN'S ASSOCIATION
    123 EAST 96TH STREET
    TACOMA,WA98445     		  501(C)(3) PUBLIC CHA PROGRAM SUPPORT-EMERGENCY SUPPORT SERVICES 25,500
    LEMAY MUSEUM
    PO BOX 1117
    TACOMA,WA98401     		  501(C)(3) NON-PROFIT PROGRAM SUPPORT 5,000
    LIFE ENRICHMENT GROUP
    5203 37TH AVE S
    TACOMA,WA98118     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 40,500
    LINDQUIST DENTAL CLINIC FOR CHILDREN
    130 131ST STREET
    TACOMA,WA98444     		  501(C)(3) NON-PROFIT SUPPORT OF COMMUNITY OUTREACH AND UNCOMPENSATED CARE SCHOLARSHIPS 15,000
    LUTHERAN COMMUNITY SERVICES NW
    4040 S 188TH ST STE 300
    SEATAC,WA98188     		  501(C)(3) NON-PROFIT PROGRAM SUPPORT, REFUGEE ASSISTANCE 500
    MAKE THE DASH
    1054 EGRETS WALK CIRCLE STE 203
    NAPLES,FL34108     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 52,500
    METROPOLITAN DEVELOPMENT COUNCIL
    945 FAWCETT AVE
    TACOMA,WA98402     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 146,382
    MULTICARE HEALTH FOUNDATION
    409 SOUTH J STREET
    TACOMA,WA98405     		  501(C)(3) NON-PROFIT BEHAVIORAL HEALTH HOSPITAL SUPPORT 20,000
    NORTHWEST FURNITURE BANK
    117 PUYALLUP AVE
    TACOMA,WA98421     		  501(C)(3) NON-PROFIT PROGRAM SUPPORT AND CAPACITY BUILDING 7,000
    OLIVE CREST
    1216 CENTER STREET
    TACOMA,WA98409     		  501(C)(3) NON-PROFIT INDEPENDENT LIVING PROGRAMS SUPPORT 20,500
    PACIFIC LUTHERAN UNIVERSITY CENTER FOR COMMUNITY ENGAGEMENT
    12180 PARK AVENUE S
    TACOMA,WA98447     		  501(C)(3) PUBLIC CHA PROGRAM SUPPORT 5,000
    PACIFIC PUBLIC MEDIA
    930 BROADWAY
    TACOMA,WA98402     		  501(C)(3) PUBLIC CHA GENERAL SUPPORT 15,000
    PALMER SCHOLARS
    PO BOX 7119
    TACOMA,WA98419     		  501(C)(3) NON-PROFIT PROGRAM SUPPORT - R. MERLE PALMER SCHOLARSHIP FUND 145,500
    PEACE COMMUNITY CENTER
    2106 SOUTH CUSHMAN
    TACOMA,WA98405     		  PUBLIC CHARITY 509(A PROGRAM SUPPORT (HILLTOP SCHOLARS AND VIBRANT SCHOOLS COALITION) AND CAPITAL CAMPAIGN 88,500
    PHILANTHROPY NORTHWEST
    2101 FOURTH AVENUE SUITE 650
    SEATTLE,WA98121     		  PUBLIC CHARITY 509(A MEMBERSHIP AND GENERAL SUPPORT 10,000
    PIERCE COLLEGE FOUNDATION
    1601 39TH AVE SE
    PUYALLUP,WA98374     		  501(C)(3) PUBLIC CHA SUPPORT FOR VETERAN STUDENT SUPPORT CENTER 8,250
    PIERCE COUNTY AIDS FOUNDATION
    3009 S 40TH ST
    TACOMA,WA98409     		  501(C)(3) NON-PROFIT CAPITAL CAMPAIGN FOR NEW BUILDING 250
    PIERCE COUNTY FAMILY FUNDERS
    2101 FOURTH AVENUE SUITE 650
    SEATTLE,WA98121     		  SECTION 509(A)(3) PROGRAM SUPPORT 20,000
    PIERCE COUNTY PROJECT ACCESS
    223 TACOMA AVE S
    TACOMA,WA98402     		  501(C)(3) PUBLIC CHA SUPPORT OF HEALTH CARE ACCESS / COUNSELING 15,500
    PRINCETON ALUMNICORPS
    12 STOCKTON ST
    PRINCETON,NJ08540     		  501(C)(3) NON-PROFIT PROGRAM SUPPORT, LEADERSHIP DEVELOPMENT ANNUAL GIFT 7,525
    PRINCETON UNIVERSITY
    330 ALEXANDER STREET
    PRINCETON,NJ08540     		  501(C)(3) NON-PROFIT GENERAL SUPPORT 25TH ANNIVERSARY 1,000
    PROJECT CHILD SUCCESS
    1501 PACIFIC AVE STE 203
    TACOMA,WA98402     		  SECTION 509(A)(3) PROGRAM SUPPORT 20,000
    RAISING GIRLS
    PO BOX 7851
    TACOMA,WA98417     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 2,500
    READINESS ACCELERATION INNOVATION NETWORK
    2304 JEFFERSON AVE
    TACOMA,WA98402     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 10,500
    RESCUE MISSION
    PO BOX 1912
    TACOMA,WA98401     		  PUBLIC CHARITY 509(A GENERAL SUPPORT 1,000
    SAFE STREETS CAMPAIGN
    622 TACOMA AVENUE SOUTH 1ST FL
    TACOMA,WA98402     		  501(C)(3) PUBLIC CHA PROGRAM SUPPORT (TWCI IN THE NEIGHBORHOODS) 20,000
    SEABURY SCHOOL
    1801 53RD STREET NE
    TACOMA,WA98422     		  SCHOOL 170(B)(1) COMMUNITY ACCESS PROGRAMS SUPPORT 30,000
    SECOND CYCLE
    1205 MLK JR WAY
    TACOMA,WA98405     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 15,000
    SISTER CITIES COUNCIL OF TACOMA
    2201 E PORTLAND AVE
    TACOMA,WA98421     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 104,000
    SOCIAL GOOD
    PO BOX 5473
    RICHMOND,CA94805     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 7,300
    SOUTH SOUND OUTREACH
    1106 MARTIN LUTHER KING JR WAY
    TACOMA,WA98405     		  501(C)(3) NON-PROFIT PROGRAM SUPPORT (CAPACITY BUILDING FOR FINANCIAL EMPOWERMENT PROGRAM) 25,500
    ST VINCENT DE PAUL
    4009 S 56TH ST
    TACOMA,WA98409     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 500
    ST LEO FOOD CONNECTION
    710 SOUTH 13TH ST
    TACOMA,WA98405     		  501(C)(3) NON-PROFIT CHILDRENS FOOD PROGRAM SUPPORT 250
    STEP BY STEP
    PO BOX 488
    MILTON,WA98354     		  501(C)(3) NON-PROFIT CAPITAL CAMPAIGN SUPPORT, PARENT SUPPORT SERVICES 15,000
    SYMPHONY TACOMA
    901 BROADWAY STE 600
    TACOMA,WA98402     		  501(C)(3) NON-PROFIT PROGRAM SUPPORT - FAMILY CONCERT SERIES 50,000
    TACID
    6315 S 19TH STREET
    TACOMA,WA98466     		  PUBLIC CHARITY 509(A JOB TRAINING FOR INDIVIDUALS WITH DISABILITIES 7,500
    TACOMA ART MUSEUM
    1701 PACIFIC AVENUE
    TACOMA,WA98402     		  PUBLIC CHARITY 509(A GENERAL SUPPORT AND CAPITAL CAMPAIGN FOR NEW WING 25,000
    TACOMA ARTS LIVE
    901 BROADWAY STE 700
    TACOMA,WA98402     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 500
    TACOMA COMMUNITY BOAT BUILDERS
    4540 S ADAMS ST 403
    TACOMA,WA98409     		  501(C)(3) NON-PROFIT GENERAL OPERATIONS SUPPORT 75,000
    TACOMA COMMUNITY COLLEGE FOUNDATION
    6501 SOUTH 19TH ST
    TACOMA,WA98466     		  501(C)(3) NON-PROFIT SCHOLARSHIP FUND 12,000
    TACOMA COMMUNITY HOUSE
    1314 SOUTH L STREET
    TACOMA,WA98415     		  PUBLIC CHARITY 509 ( CAPITAL CAMPAIGN 26,000
    TACOMA HISTORICAL SOCIETY
    919 PACIFIC AVE
    TACOMA,WA98402     		  501(C)(3) NON-PROFIT GENERAL SUPPORT 7,500
    TACOMA HOUSING DEVELOPMENT GROUP
    902 SOUTH L STREET
    TACOMA,WA98405     		  501(C)(3) PUBLIC CHA SUPPORT ASSET BUILDING PROGRAM FOR CHILDREN AND YOUTH 20,000
    TACOMA REFUGEE CHOIR
    1753 S 41ST ST
    TACOMA,WA98401     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 30,000
    TACOMA URBAN LEAGUE
    2550 SOUTH YAKIMA AVENUE
    TACOMA,WA98405     		  501(C)(3) NON-PROFIT YOUTH PROGRAM SUPPORT 130,000
    TACOMA URBAN PERFORMING ARTS CENTER
    705 OPERA ALLEY
    TACOMA,WA98402     		  501(C)(3) NON-PROFIT CAPITAL IMPROVEMENTS 8,000
    TRINITY PRESBYTERIAN CHURCH
    1615 6TH AVENUE
    TACOMA,WA98405     		  PUBLIC CHARITY 509(A PROGRAM SUPPORT - EDUCATION AND OUTREACH 25,000
    TRUE VINE COMMUNITY SERVICES
    5715 NORTH 33RD STREET
    TACOMA,WA98407     		  501(C)(3) NON-PROFIT BLACK INFANT HEALTH INITIATIVE PROGRAM SUPPORT 2,000
    TSNE MISSION WORKS
    89 SOUTH ST
    BOSTON,MA02111     		  501(C)(3) NON-PROFIT A WAY HOME WASHINGTON PROGRAM SUPPORT (MULTI-PLEDGE) 19,250
    UNITED WAY OF PIERCE COUNTY
    1501 PACIFIC AVE
    TACOMA,WA98402     		  PUBLIC CHARITY 509(A PROGRAM SUPPORT (COMMUNITY SOLUTIONS FUND AND SUMMER LEARNING) 90,000
    UNIVERSITY OF PUGET SOUND
    1500 N WARNER ST
    TACOMA,WA98416     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 10,000
    UNIVERSITY OF WASHINGTON FOUNDATION (UW-TACOMA)
    4333 BROOKLYN AVE NE
    SEATTLE,WA98195     		  501(C)(3) NON-PROFIT CAPITAL CAMPAIGN AND PROGRAM SUPPORT (GLOBAL HONORS, TWCI, CHILD CARE SCHOLARSHIPS, MILGARD DIRECT ADMIT) 20,000
    UNIVERSITY OF WASHINGTON TACOMA MILGARD SCHOOL OF BUSINESS
    1900 COMMERCE ST
    TACOMA,WA984023100     		  SCHOOL 170(B)(1) BUSINESS SCHOOL SUPPORT 35,000
    URBAN GRACE CHURCH
    902 MARKET ST
    TACOMA,WA98402     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 220,000
    WASHINGTON FIRST ROBOTICS
    21238 68TH AVE S
    KENT,WA98032     		  501(C)(3) NON-PROFIT ACCESS TO PIERCE COUNTY PROGRAM SUPPORT 6,000
    WASHINGTON STATE HISTORICAL SOCIETY
    1911 PACIFIC AVENUE
    TACOMA,WA98402     		  PUBLIC CHARITY 509(A PROGRAM SUPPORT - NORTHWEST NATIVE ARTS EXHIBIT AND COMMUNITY CELEBRATION 20,000
    WORLD VISION US PROGRAMS
    PO BOX 9716 - MS 475
    FEDERAL WAY,WA98063     		  501(C)(3) NON-PROFIT SUPPORT TEACHER RESOURCE CENTER FOR PIERCE COUNTY SCHOOLS 5,000
    YMCA OF PIERCE AND KITSAP COUNTIES
    4717 SOUTH 19TH STREET
    TACOMA,WA98405     		  501(C)(3) NON-PROFIT SUPPORT AFTERSCHOOL PROGRAMS AND STRONG KIDS CAMPAIGN SCHOLARSHIPS 10,000
    YWCA OF TACOMA
    405 BROADWAY
    TACOMA,WA98402     		  501(C)(3) NON-PROFIT GENERAL PROGRAM SUPPORT 10,000
    ZENO MATH
    1404 E YESLER WAY STE 204
    SEATTLE,WA98122     		  501(C)(3) PUBLIC CHA PROGRAM AND GENERAL SUPPORT 30,500
    Total .................................bullet 3a 3,232,184
    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....         501,726
    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.....         551,833
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        725,726
    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 0 1,779,285
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,779,285
    (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.)
    1 PLEASE SEE WWW.BAMFORDFOUNDATION.ORG
    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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE BAMFORD FOUNDATION
     
    Employer identification number

    91-1504193
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE BAMFORD FOUNDATION
          		Employer identification number
    91-1504193
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    2009 BAMFORD CHARITABLE LEAD ANNUITY TRUST KENNETH R BELL
     
    PO BOX 2274
     
    TACOMA, WA98401

    		$ 650,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    2011 BAMFORD CHARITABLE LEAD ANNUITY TRUST KENNETH R BELL
     
    PO BOX 2274
     
    TACOMA, WA98401

    		$ 180,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    CALVIN D AND JOANNE W BAMFORD  
    PO BOX 2274
     
    TACOMA, WA98401

    		$ 3,278,829


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE BAMFORD FOUNDATION
          		Employer identification number

    91-1504193
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 PUBLICALLY-TRADED MARKETABLE SECURITIES $ 2,455,889 2018-12-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 PUBLICALLY-TRADED MARKETABLE SECURITIES $ 822,940 2019-01-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE BAMFORD FOUNDATION
          		Employer identification number

    91-1504193
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE BAMFORD FOUNDATION
    EIN:
    91-1504193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 7,976 1,994   0

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE BAMFORD FOUNDATION
    EIN:
    91-1504193
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COLUMBIA PACIFIC MULTI-ASSET FUND LP FMV 0 2,220
    COLUMBIA PACIFIC ENDOWMENT FUND LP FMV 3,705,002 4,338,475
    COLUMBIA PACIFIC INCOME FUND LP FMV 6,638,231 6,750,326
    COLUMBIA PACIFIC OPPORTUNITY FUND LP FMV 968,193 1,050,998

    TY 2018 OtherExpensesSchedule
    Name:
    THE BAMFORD FOUNDATION
    EIN:
    91-1504193
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PHONE, WEBSITE, OTHER 30 0   0
    TRAINING 1,435 0   0


    TY 2018 OtherIncomeSchedule2
    Name:
    THE BAMFORD FOUNDATION
    EIN:
    91-1504193
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PASS-THROUGH: COLUMBIA PACIFIC OPPORTUNITY FUND 83,016 83,016 83,016
    PASS-THROUGH: COLUMBIA PACIFIC ENDOWMENT FUND 206,350 206,350 206,350
    PASS-THROUGH: COLUMBIA PACIFIC MULTI-ASSET FUND 621 621 621
    PASS-THROUGH: COLUMBIA PACIFIC INCOME FUND 261,846 261,846 261,846


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE BAMFORD FOUNDATION
    EIN:
    91-1504193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES / ADVISORY 5,000 5,000   0


    TY 2018 TaxesSchedule
    Name:
    THE BAMFORD FOUNDATION
    EIN:
    91-1504193
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 5,738 0   4,877
    FEDERAL INCOME TAXES 37,724 0   0