TY 2018 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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 04-01-2018 , and ending 03-31-2019

Name of foundation
1848 FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)20 EAST 9TH STREET NO 23E
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10003

A Employer identification number

06-6302129

B Telephone number (see instructions)

(914) 524-9000

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$8,087,778J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	144,681		144,681
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		241,135
b	Gross sales price for all assets on line 6a 1,277,465
7	Capital gain net income (from Part IV, line 2)...			241,135
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........	385,816		385,816
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).......		60,500	12,100	48,400
c	Other professional fees (attach schedule)....		53,882	53,882	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		719	719	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	115,101		66,701	48,400
25	Contributions, gifts, grants paid.......	435,000			435,000
26	Total expenses and disbursements. Add lines 24 and 25	550,101		66,701	483,400
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-164,285
b	Net investment income (if negative, enter -0-)			319,115
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	394,830	229,693	229,693
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	672,672	710,382	710,382
	b	Investments—corporate stock (attach schedule).......	6,265,140	6,207,987	6,207,987
	c	Investments—corporate bonds (attach schedule).......	895,468	939,716	939,716
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	8,228,110	8,087,778	8,087,778
	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 )	7,000	0
	23	Total liabilities (add lines 17 through 22).........	7,000	0
		Foundations that follow SFAS 117, check here
		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
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds........	0	0
	28	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	29	Retained earnings, accumulated income, endowment, or other funds	8,221,110	8,087,778
	30	Total net assets or fund balances (see instructions).....	8,221,110	8,087,778
	31	Total liabilities and net assets/fund balances (see instructions).	8,228,110	8,087,778

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

8,221,110

Enter amount from Part I, line 27a .....................

-164,285

Other increases not included in line 2 (itemize) bullet

30,953

Add lines 1, 2, and 3 ..........................

8,087,778

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .

8,087,778

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	PUBLICLY TRADED STOCK	P		2018-04-05
b	PUBLICLY TRADED STOCK	P		2018-12-20
c	PUBLICLY TRADED STOCK	P		2018-06-11
d	PUBLICLY TRADED STOCK	P		2018-06-28
e	PUBLICLY TRADED STOCK	P		2018-10-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-22
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-16
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-16
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-26
	PUBLICLY TRADED STOCK	P		2018-11-27
	PUBLICLY TRADED STOCK	P		2019-02-11
	PUBLICLY TRADED STOCK	P	2017-11-17	2018-10-16
	PUBLICLY TRADED STOCK	P	2018-06-11	2018-10-26
	PUBLICLY TRADED STOCK	P	2018-02-09	2018-10-12
	PUBLICLY TRADED STOCK	P	2018-01-11	2018-10-26
	PUBLICLY TRADED STOCK	P	2018-03-23	2018-11-26
	PUBLICLY TRADED STOCK	P	2018-09-14	2018-11-26
	PUBLICLY TRADED STOCK	P	2018-10-26	2018-11-26
	PUBLICLY TRADED STOCK	P	2018-11-16	2018-11-26
	PUBLICLY TRADED STOCK	P	2018-05-02	2018-11-26
	PUBLICLY TRADED STOCK	P	2018-10-26	2018-11-26
	PUBLICLY TRADED STOCK	P	2018-10-12	2018-11-26
	PUBLICLY TRADED STOCK	P	2018-10-16	2018-11-26
	PUBLICLY TRADED STOCK	P	2018-03-21	2018-11-26
	PUBLICLY TRADED STOCK	P	2018-03-21	2018-11-26
	PUBLICLY TRADED STOCK	P	2018-03-23	2018-12-24
	PUBLICLY TRADED STOCK	P	2018-10-12	2019-02-14
	PUBLICLY TRADED STOCK	P		2018-04-01
	PUBLICLY TRADED STOCK	P		2018-05-22
	PUBLICLY TRADED STOCK	P		2018-07-27
	PUBLICLY TRADED STOCK	P		2018-10-09
	PUBLICLY TRADED STOCK	P		2018-10-26
	PUBLICLY TRADED STOCK	P		2018-11-30
	PUBLICLY TRADED STOCK	P		2019-02-15
	PUBLICLY TRADED STOCK	P		2019-02-06
	PUBLICLY TRADED STOCK	P		2019-03-04
	PUBLICLY TRADED STOCK	P		2019-03-06
	PUBLICLY TRADED STOCK	P		2018-09-30
	PUBLICLY TRADED STOCK	P		2018-04-11
	PUBLICLY TRADED STOCK	P		2018-06-12
	PUBLICLY TRADED STOCK	P		2018-06-12
	PUBLICLY TRADED STOCK	P		2018-07-23
	PUBLICLY TRADED STOCK	P		2018-07-23
	PUBLICLY TRADED STOCK	P		2018-07-23
	PUBLICLY TRADED STOCK	P		2018-10-10
	PUBLICLY TRADED STOCK	P		2018-10-10
	PUBLICLY TRADED STOCK	P		2018-10-31
	PUBLICLY TRADED STOCK	P		2018-11-05
	PUBLICLY TRADED STOCK	P		2018-12-10
	PUBLICLY TRADED STOCK	P		2019-02-06
	PUBLICLY TRADED STOCK	P		2019-02-06
	PUBLICLY TRADED STOCK	P		2019-02-06
	PUBLICLY TRADED STOCK	P	2017-12-26	2018-11-05
	PUBLICLY TRADED STOCK	P	2018-06-12	2018-12-10
	PUBLICLY TRADED STOCK	P		2018-12-17
	PUBLICLY TRADED STOCK	P		2018-12-17
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	53,500	35,978	17,522
b	35,000	39,715	-4,715
c	55,332	42,986	12,346
d	59,627	25,574	34,053
e	23,709	26,467	-2,758
	4,910	3,329	1,581
	5,075	2,108	2,967
	4,521	2,503	2,018
	6,307	1,863	4,444
	13,484	4,133	9,351
	3,102	1,550	1,552
	25,537	11,750	13,787
	47,613	25,510	22,103
	5,378	2,751	2,627
	3,323	1,708	1,615
	1,600	1,377	223
	3,048	1,703	1,345
	3,095	3,172	-77
	3,174	1,218	1,956
	31,895	36,181	-4,286
	5,033	2,244	2,789
	3,952	2,329	1,623
	6,293	5,597	696
	3,996	3,573	423
	4,715	3,960	755
	2,473	959	1,514
	6,152	4,586	1,566
	8,955	3,998	4,957
	5,442	1,870	3,572
	4,395	4,187	208
	4,510	2,120	2,390
	11,142	4,191	6,951
	2,392	1,967	425
	5,112	2,949	2,163
	6,225	1,732	4,493
	5,097	4,761	336
	3,465	1,703	1,762
	4,217	2,037	2,180
	2,964	1,823	1,141
	32,241	48,640	-16,399
	4,979	1,163	3,816
	3,566	1,575	1,991
	2,457	930	1,527
	7,476	4,401	3,075
	4,613	2,821	1,792
	4,738	2,888	1,850
	6,660	2,932	3,728
	5,826	2,719	3,107
	27,804	20,879	6,925
	48,193	50,916	-2,723
	45,527	54,930	-9,403
	28,274	38,158	-9,884
	39,014	48,116	-9,102
	4,160	4,160	0
	4,665	5,195	-530
	2,836	2,798	38
	1,957	1,970	-13
	3,152	3,643	-491
	1,863	1,923	-60
	2,430	2,500	-70
	2,398	2,976	-578
	2,537	2,468	69
	2,869	2,821	48
	26,522	30,879	-4,357
	38,153	37,760	393
	10,000	10,671	-671
	19,000	19,067	-67
	16,000	16,027	-27
	30,977	31,034	-57
	34,797	35,099	-302
	32,811	32,849	-38
	4,656	4,656	0
	14,773	15,250	-477
	10,000	10,000	0
	27,409	27,769	-360
	10,000	9,953	47
	18,208	9,152	9,056
	8,067	5,151	2,916
	3,765	1,892	1,873
	14,696	2,491	12,205
	15,231	11,474	3,757
	7,922	8,532	-610
	13,070	12,152	918
	12,240	19,478	-7,238
	15,692	12,088	3,604
	8,568	6,611	1,957
	7,452	5,949	1,503
	2,503	2,491	12
	2,139	2,129	10
	6,700	3,356	3,344
	7,490	9,447	-1,957
	3,470	3,239	231
	58		58
	427		427
	78,674		78,674

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			17,522
b			-4,715
c			12,346
d			34,053
e			-2,758
			1,581
			2,967
			2,018
			4,444
			9,351
			1,552
			13,787
			22,103
			2,627
			1,615
			223
			1,345
			-77
			1,956
			-4,286
			2,789
			1,623
			696
			423
			755
			1,514
			1,566
			4,957
			3,572
			208
			2,390
			6,951
			425
			2,163
			4,493
			336
			1,762
			2,180
			1,141
			-16,399
			3,816
			1,991
			1,527
			3,075
			1,792
			1,850
			3,728
			3,107
			6,925
			-2,723
			-9,403
			-9,884
			-9,102
			0
			-530
			38
			-13
			-491
			-60
			-70
			-578
			69
			48
			-4,357
			393
			-671
			-67
			-27
			-57
			-302
			-38
			0
			-477
			0
			-360
			47
			9,056
			2,916
			1,873
			12,205
			3,757
			-610
			918
			-7,238
			3,604
			1,957
			1,503
			12
			10
			3,344
			-1,957
			231
			58
			427
			78,674

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	241,135
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see instructions before making any entries.

(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2017	492,506	8,174,232	0.060251
2016	358,770	7,727,738	0.046426
2015	340,544	7,743,388	0.043979
2014	447,510	8,142,406	0.054960
2013	342,890	7,753,787	0.044222

Total of line 1, column (d) .....................

0.249838

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 ......

0.049968

Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......

8,086,477

Multiply line 4 by line 3......................

404,065

Enter 1% of net investment income (1% of Part I, line 27b)...........

3,191

Add lines 5 and 6........................

407,256

Enter qualifying distributions from Part XII, line 4,.............

483,400

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)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	3,191
	hereand 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	3,191
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	3,191
6	Credits/Payments:

a	2018 estimated tax payments and 2017 overpayment credited to 2018	6a	8,806
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	8,806
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	5,615
11	Enter the amount of line 10 to be: Credited to 2019 estimated tax5,615	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions

for definition).................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2018)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

MARC R KOPPELMAN CPA MARKS PANET Telephone no. bullet

(914) 524-9000

Located at bullet

4 MANHATTANVILLE ROAD SUITE 402PURCHASENY ZIP+4 bullet

10577

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2018)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
ALAN I RITTER	PRESIDENT 2.00	0	0	0
20 EAST 9TH STREET NO 23E NEW YORK,NY10003	PRESIDENT 2.00	0	0	0
BECKY HUBBERT	TREASURER 1.00	0	0	0
12 EAST 12TH STREET NO 5N NEW YORK,NY10003	TREASURER 1.00	0	0	0
EILEEN S SILVERSTEIN	SECRETARY 1.00	0	0	0
20 EAST 9TH STREET NO 23E NEW YORK,NY10003	SECRETARY 1.00	0	0	0
JONATHAN RITTER	VICE-PRESIDENT 1.00	0	0	0
12 EAST 12TH STREET NO 5N NEW YORK,NY10003	VICE-PRESIDENT 1.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (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............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2018)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

7,801,995

Average of monthly cash balances.......................

407,626

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

8,209,621

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

8,209,621

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

123,144

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

8,086,477

Minimum investment return. Enter 5% of line 5..................

404,324

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.)

Minimum investment return from Part X, line 6....................

404,324

Tax on investment income for 2018 from Part VI, line 5......

3,191

Income tax for 2018. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

3,191

Distributable amount before adjustments. Subtract line 2c from line 1............

401,133

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

401,133

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

401,133

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

483,400

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

483,400

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.................

3,191

Adjusted qualifying distributions. Subtract line 5 from line 4..............

480,209

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)

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				401,133
2 Undistributed income, if any, as of the end of 2018:
a Enter amount for 2017 only.......			263,152
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: $ 483,400
a Applied to 2017, but not more than line 2a			263,152
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.....				220,248
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 ..........				180,885
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)

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 section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2018	(b) 2017	(c) 2016	(d) 2015	(e) Total

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).)

ALAN I RITTER

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ACLU IMMIGRATION PROJECT 125 BROAD STREET 18TH FLOOR NEW YORK,NY10004		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	50,000
ASSOCIATION FOR DE TEPYAC DE NY 251 WEST 14TH STREET NEW YORK,NY10011		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	2,000
BREAD AND PUPPET THEATER 753 HEIGHTS ROAD GLOVER,VT05839		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	3,000
BTHS PA 29 FORT GREENE PL BROOKLYN,NY11217		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	3,000
CENTER FOR CHILDREN'S ADVOCACY 65 ELIZABETH STREET HARTFORD,CT06105		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	50,000
CENTER FOR CONSTITUTIONAL RIGHTS 666 BROADWAY 7TH FLOOR NEW YORK,NY10012		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	50,000
CENTER FOR NEW AMERICAN MEDIA 59 PROSPECT PLACE BROOKLYN,NY11217		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	5,000
CENTRAL AMERICA LEGAL ASSISTANCE 240 HOOPER ST BROOKLYN,NY11211		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	50,000
CITY HARVEST 575 EIGHTH AVENUE 4TH FLOOR NEW YORK,NY10018		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	1,000
COALITION FOR THE HOMELESS 129 FULTON STREET NEW YORK,NY10038		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	2,000
COMPASSION AND CHOICES 244 5TH AVENUE NEW YORK,NY10001		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	25,000
COOPERATION JACKSON 939 W CAPITOL ST JACKSON,MS39203		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	3,000
FELLOWSHIP OF RECONCILIATION UFPJ PO BOX 271 NYACK,NY10960		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	1,000
FOUNDATION FOR THE STUDY OF INDEPENDENT SOCIAL IDEAS 310 RIVERSIDE DRIVE NEW YORK,NY10025		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	10,000
LA MAMA ETC 74A EAST 4TH STREET NEW YORK,NY10003		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	1,000
MAKE THE ROAD NY 301 GROVE STREET BROOKLYN,NY11237		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	3,000
MUSEUM OF RECLAIMED URBAN SPACE 155 AVENUE C NEW YORK,NY10009		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	1,000
NEW YORK LIFE CIVIL LIBERTIES UNION 125 BROAD STREET 19TH FLOOR NEW YORK,NY10004		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	50,000
PLANNED PARENTHOOD OF GREATER OHIO 206 E STATE ST COLUMBIS,OH43215		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	6,000
PLANNED PARENTHOOD OF GREATER TEXAS 201 E BEN WHITE BLVD BUILDING B AUSTIN,TX78704		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	7,000
PLANNED PARENTHOOD OF GULF COAST 4600 GULF FREEWAY HOUTON,TX77023		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	5,000
PLANNED PARENTHOOD OF INDIANA PO BOX 397 INDIANAPOLIS,IN46206		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	5,000
PLANNED PARENTHOOD OF KANSAS 4401 WEST 109TH STREET SUITE 200 OVERLAND PARK,KS66211		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	5,000
PLANNED PARENTHOOD OF NEW MEXICO 701 SAN MATEO NE ALBUQUERQUE,NM87108		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	5,000
PLANNED PARENTHOOD OF NEW YORK 26 BLEEKER STREET NEW YORK,NY10012		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	25,000
PLANNED PARENTHOOD OF SOUTH EAST AND NORTH FLORIDA 2300 N FLORIDA MANGO RD WEST PALM BEACH,FL33409		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	5,000
PLANNED PARENTHOOD OF SOUTHEAST PO BOX 97166 WASHINGTON,DC20090		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	5,000
PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA 33 6TH STREET S SUITE 110 ST PETESBURG,FL33701		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	5,000
SOUTHERN CENTER FOR HUMAN RIGHTS 83 POPLAR ST NW ATLANTA,GA30303		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	25,000
UNIVERSITY OF CONNECTICUT LAW SCHOOL FOUNDATION 45 ELIZABETH STREET HARTFORD,CT06105		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	5,000
WILLIE MAE ROCK CAMP FOR GIRLS 87 IRVING PL BROOKLYN,NY11238		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	2,000
YALE UNIVERSITY 246 CHURCH STREET NEW HAVEN,CT06520		PC	TO FURTHER DONEE'S CHARITABLE PURPOSE	20,000
Total ................................. 3a				435,000

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	144,681
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	241,135
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		385,816	0

13Total. Add line 12, columns (b), (d), and (e)..................

385,816

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2018)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2018)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2018 AccountingFeesSchedule

Name:

1848 FOUNDATION

EIN:

06-6302129

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MARKS PANETH ACCOUNTING FEES	60,500	12,100		48,400

- TIN:

TY 2018 InvestmentsCorpBondsSchedule

Name:

1848 FOUNDATION

EIN:

06-6302129

Name of Bond	End of Year Book Value	End of Year Fair Market Value
7000 SHS UNITED TECHNOLOGIES CORP 01.950%	6,859	6,859
2000 SHS TRAVELERS COS INC 3.90%	2,041	2,041
13000 SHS GOLDMAN SACHS GROUP INC 2.750%	12,985	12,985
31000 SHS AMER EXPRESS CO NTS 04.200%	32,782	32,782
31000 SHS AT&T INC 2.450%	30,883	30,883
9000 SHS STATE STREET CORP B/E 3.7%	9,398	9,398
4000 SHS JOHNSON & JOHNSON COM 2.25%	3,981	3,981
30000 SHS KIMBERLY CLARK CORP 01.1850%	29,782	29,782
15000 SHS STATE STREET CORP B/E 03.300%	15,379	15,379
30000 SHS JOHNSON & JOHNSON NTS 2.05%	29,517	29,517
30000 SHS NORTHERN STATES PWR-MINN 2.15%	29,491	29,491
32000 SHS EXXON MOBIL CORP	32,000	32,000
5000 SHS PROCTER & GAMBLE CO 1.7%	4,908	4,908
12000 SHS PNC BANK NA B/E 3.8%	12,338	12,338
4000 SHS HONEYWELL INTL INC 1.850%	3,928	3,928
15000 SHS ALLSTATE CORP 7.45%	15,085	15,085
26000 SHS UNITED TECHNOLOGIES CORP 04.500%	26,485	26,485
28000 SHS TRGT CORP NTS 03.875%	28,495	28,495
39000 SHS US BANK NA CINCINNATI 02.125%	38,907	38,907
32000 SHS PEPSICO INC 03.600%	33,416	33,416
26000 SHS HONEYWELL INTL INC 4.2500%	26,904	26,904
35000 SHS KENTUCKY UTILS CO 3.250%	35,279	35,279
36000 SHS BERSKSHIRE HATHAWAY INC 02.750%	36,215	36,215
34000 SHS METLIFE INC B/E 4.368%	36,297	36,297
39000 SHS PUBLIC SERVICE ELEC 2.250%	36,679	36,679
23000 SHS COMERICA BK B/E 02.500%	22,902	22,902
35000 SHS WALT DISNEY CO 1.850	32,412	32,412
40000 SHS BB&T CORP MED TERM NTS 02.050%	39,455	39,455
40000 SHS CAROLINA PWR & LIGHT CO 3.000%	40,306	40,306
22000 SHS J P MORNGAN CHASE & CO 06.300%	22,043	22,043
21000 SHS NATIONAL RURAL UTILS COOP 02.350%	20,953	20,953
20000 SHS PNC BK NATL ASSN 02.550%	19,874	19,874
18000 SHS NTHN TR CORP NTS 03.375%	18,335	18,335
29000 SHS PROCTER & GAMBLE CO 2.300%	28,957	28,957
16000 SHS SUNTRUST BANKS INC 03.300%	15,862	15,862
38000 SHS PRUDENTIAL FINANCIAL INC 03.500%	39,319	39,319
29000 SHS UNITED PARCEL SERVICE - 3.125%	29,338	29,338
40000 SHS PRUDENTIAL FINANCIAL INC 2.350%	39,926	39,926

- TIN:

TY 2018 InvestmentsCorpStockSchedule

Name:

1848 FOUNDATION

EIN:

06-6302129

Name of Stock	End of Year Book Value	End of Year Fair Market Value
189 SHS VF CORP	16,426	16,426
154 SHS TEXAS INSTRUMENTS	16,335	16,335
1043 SHS INTERCONTINENTALEXCHANGE INC	79,414	79,414
15000 SHS CENTERPOINT ENERGY TRANSITION 03.0282%	15,186	15,186
40 SHS BLACKROCK INC DE	17,095	17,095
186 SHS UNITED TECHNOLOGIES INC	23,973	23,973
75000 SHS FNMA PL 3% DUE 11/1/26	14,906	14,906
256 SHS NOVARTIS	24,612	24,612
96 SHS ROCKWELL AUTOMATION INC NEW DE	16,844	16,844
451 SHS SUNTRUST BANKS INC DE	26,722	26,722
471 SHS PNC FINANCIAL SERVICES GROUP	57,773	57,773
402 SHS EDWARDS LIFESCIENCES CORP	76,915	76,915
50 SHS GOOGLE INC CL C- ALPHABET INC CL C	58,666	58,666
451 SHS PEPSICO INC	55,270	55,270
40000 SHS CENTERPOINT ENERGY TRANSITION 04.243%	32,914	32,914
315 SHS JOHNSON & JOHNSON COM	44,034	44,034
284 SHS TRAVELERS COS INC	38,953	38,953
718 SHS UNILEVER PLC AMER SHS NEW SPON ADR DE	41,443	41,443
73 SHS LOCKHEED MARTIN CORP DE	21,912	21,912
40000 SHS DISCOVER CARD EXECUTION NT 1.670%	39,888	39,888
1196 SHS CITIZENS FINANCIAL GROUP INC	38,870	38,870
397 SHS MEDTRONIC INC	36,159	36,159
349 SHS JPMORGAN CHASE & CO DE	35,329	35,329
283 SHS CHEVRON CORP DE	34,860	34,860
198 SHS ACCENTURE PLC IRELAND CL A DE	34,852	34,852
428 SHS ABBVIE INC COM DE	34,493	34,493
2642 SHS JHANCOK REGIONAL BANK	64,007	64,007
542 SHS UNTD TECHNOLOGIES CORP	69,858	69,858
559 SHS COCA COLA CO	26,195	26,195
155 SHS MCDONALDS CORP	29,434	29,434
157 SHS MCDONALDS	29,814	29,814
12238 SHS KEELEY SMALL CAP VALUE FUND	336,069	336,069
1774 SHS MONDELEZ INTL INC DE	88,558	88,558
147000 SHS FNMA PL 4% DUE 5/1/24	6,305	6,305
99 SHS NEXTERA ENERGY INC COM DE	19,139	19,139
118 SHS HOME DEPOT INC	22,643	22,643
450 SHS ALIBABA GROUP HLDG LTD	82,103	82,103
134 SHS DANAHER CORP	17,691	17,691
115 SHS PROCTER & GAMBLE CO	11,966	11,966
178 SHS UNION PACIFIC CORP	29,762	29,762
215 SHS MARSH & MCLENNAN COS INC	20,188	20,188
146 SHS CHUBB LTD	20,451	20,451
20000 SHS KEYCORP STUDENT LN TR 2004-A SER 2004-A	6,905	6,905
134 SHS DIAGEO PLC	22,578	22,578
15000 SHS CCCIT 02.28800% DUE 1/23/23	15,084	15,084
89 SHS APPLE INC	16,905	16,905
1040 SHS MERCK & CO INC	86,497	86,497
312 SHS THERMO FISHER SCIENTIFIC INC	85,401	85,401
1070 SHS CISCO SYSTEMS INC	57,769	57,769
806 SHS SUNCOR ENERGY INC	26,138	26,138
205 SHS REPUBLIC SERVICES INC DE	16,478	16,478
189 SHS CRANE CO DE	15,993	15,993
96 SHS LINDE PLC EUR	16,889	16,889
186 SHS MEDTRONIC INC	16,941	16,941
686 SHS CELGENE CORP	64,717	64,717
2031 SHS COMCAST CORP NEW CL A	81,199	81,199
467 SHS ACCENTURE PLC	82,201	82,201
2994 SHS BANK OF AMERICA CORP	82,604	82,604
537 SHS VISA INC CL A DE	83,874	83,874
459 SHS ROYAL DUTCH SHELL PLC ADS	29,353	29,353
957 SHS RIO TINTO PLC SPON ADR	56,319	56,319
463 SHS CONOCOPHILLIPS	30,901	30,901
903 SHS MICROSOFT CORP	106,500	106,500
543 SHS AMERICAN TOWER CORP REIT DEL	107,004	107,004
337 SHS ADOBE SYSTEMS INC	89,807	89,807
2919 SHS INTEL CORP	156,750	156,750
628 SHS APPLE INC.	119,289	119,289
36 SHS AMAZON	64,107	64,107
551 SHS HOME DEPOT INC	105,731	105,731
801 SHS EXXON MOBIL CORP	64,721	64,721
3796 SHS AMERICAN FUNDS SMALL CAP WORLD FUND CL A	205,601	205,601
3981 SHS AMERICAN FUNDS NEW PERSPECTIVE FUND	170,826	170,826
1559 SHS JPMORGAN CHASE & CO	157,818	157,818
4025 SHS AMERICAN FUNDS NEW WORLD FUND	262,620	262,620
531 SHS TARGET CORP	42,618	42,618
399 SHS UNITED PARCEL SERVICE INC	44,584	44,584
493 SHS JOHNSON & JOHNSON COM	68,916	68,916
424 SHS UNITEDHEALTH GROUP	104,838	104,838
6245 SHS AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FUND	298,589	298,589
903 SHS WALT DISNEY CO	100,260	100,260
2373 SHS AT&T INC	74,417	74,417
86 SHS GOOGLE INC CL A- ALPHABET INC CL A	101,213	101,213
276 SHS RAYTHEON CO NEW	50,254	50,254
130 SHS BOEING COMPANY	49,585	49,585
374 SHS BEIGENE LTD SPON ADR DE	49,368	49,368
1175 SHS TJX COS INC	62,522	62,522
70000 SHS FNMA PL 2.5% DUUE 10/01/28	32,763	32,763
867 SHS INTEL CORP	46,558	46,558
6137 SHS AMERICAN FUNDS EURO PACIPIC GROWTH FUND	312,938	312,938
800 SHS COMCAST CORP NEW CL A DE	31,984	31,984
169 SHS FEDEX CORP	30,658	30,658
579 SHS MICROSOFT CORP	68,287	68,287
542 SHS FACEBOOK INC CL A	90,346	90,346
419 SHS CHEVRON CORP	51,612	51,612
953 SHS EOG RESOURCES	90,707	90,707
440 SHS 3M CO	91,423	91,423

- TIN:

TY 2018 InvestmentsGovtObligationsSch

Name:

1848 FOUNDATION

EIN:

06-6302129

US Government Securities - End of Year Book Value:

710,382

US Government Securities - End of Year Fair Market Value:

710,382

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2018 OtherIncreasesSchedule

Name:

1848 FOUNDATION

EIN:

06-6302129

Description	Amount
UNREALIZED GAINS ON INVESTMENTS	30,953

- TIN:

TY 2018 OtherLiabilitiesSchedule

Name:

1848 FOUNDATION

EIN:

06-6302129

Description	Beginning of Year - Book Value	End of Year - Book Value
MISCELLANEOUS LIABILITY	7,000	0

- TIN:

TY 2018 OtherProfessionalFeesSchedule

Name:

1848 FOUNDATION

EIN:

06-6302129

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
UBS FINANCIAL INVESTMENT MANAGEMENT FEES	53,882	53,882		0

- TIN:

TY 2018 TaxesSchedule

Name:

1848 FOUNDATION

EIN:

06-6302129

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	719	719		0