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 09-01-2018 , and ending 08-31-2019
Name of foundation
VICTOR & CLARA C BATTIN FOUNDATION
C/O MATT D'AMICO
Number and street (or P.O. box number if mail is not delivered to street address)1290 AVE OF THE AMERICAS FL33
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10104
A Employer identification number

13-6124399
B Telephone number (see instructions)

(212) 541-1270
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$2,162,941J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 41,743 41,743 41,743
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 230,925
b Gross sales price for all assets on line 6a 777,890
7 Capital gain net income (from Part IV, line 2)... 216,565
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 582 582 582
12 Total. Add lines 1 through 11........ 273,250 258,890 42,325
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 12,549      
b Accounting fees (attach schedule)....... Click to see attachment 6,000      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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 16,105 15,855 15,855  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,654 15,855 15,855 0
25 Contributions, gifts, grants paid....... 120,000 120,000
26 Total expenses and disbursements. Add lines 24 and 25 154,654 15,855 15,855 120,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 118,596
b Net investment income (if negative, enter -0-) 243,035
c Adjusted net income (if negative, enter -0-)... 26,470
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............. 5,597    
2 Savings and temporary cash investments.........   103,909 103,909
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.......... 3,494 1,983 1,983
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,373,777 Click to see attachment1,576,679 2,057,049
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)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,382,868 1,682,571 2,162,941
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) Click to see attachment562 Click to see attachment183,180
23 Total liabilities (add lines 17 through 22)......... 562 183,180
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........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,382,306 1,499,391
30 Total net assets or fund balances (see instructions)..... 1,382,306 1,499,391
31 Total liabilities and net assets/fund balances (see instructions). 1,382,868 1,682,571
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,382,306
2
Enter amount from Part I, line 27a .....................
2
118,596
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,500,902
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,511
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,499,391
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 DISCOVERY INC P   2018-04-05
b DISCOVERY INC P 2015-08-19 2018-10-17
c KROGER CO P 2018-03-14 2018-12-06
d LINDE PLC P 2018-10-31 2018-12-13
e DIAGEO PLC - SPONSORED ADR P   2018-12-13
DISCOVERY INC P   2018-12-20
PAYPAL HOLDINGS INC P   2018-12-20
AKRE FOCUS FUND P   2018-12-21
US BANCORP P   2018-12-26
COVETRUS INC P 2018-03-22 2019-02-11
DISCOVERY INC P   2019-03-27
PAYPAL HOLDINGS INC P   2019-04-23
FLEETCOR TECHNOLOGIES INC P   2019-08-14
DISCOVERY INC P   2018-04-08
DISCOVERY INC P 2015-08-18 2018-10-17
ORACLE CORP P   2018-12-06
ALLEGION PLC P 2018-10-09 2018-12-13
WELLS FARGO & CO P   2018-12-13
SABRE CORP P   2018-12-20
WASTE MANAGEMENT INC P   2018-12-20
WELLS FARGO & CO P   2018-12-24
QURATE RETAIL INC P   2018-12-26
COVETRUS INC P 2011-11-21 2019-02-12
DISCOVERY INC P   2019-03-28
FLEETCOR TECHNOLOGIES INC P   2019-05-29
PAYPAL HOLDINGS INC P   2019-08-14
DENTSPLY SIRONA INC P   2018-09-04
DISCOVERY INC P 2015-08-19 2018-10-18
UNILEVER N V P   2018-12-06
SABRE CORP P   2018-12-13
US BANCORP P   2018-12-13
QUALCOM INC P   2018-12-20
QURATE RETAIL INC P   2018-12-20
PERRIGO CO P   2018-12-26
NESTLE S A SPONS ADR P   2018-12-26
COVETRUS INC P   2019-02-13
DISCOVERY INC P   2019-03-29
FLEETCOR TECHNOLOGIES INC P   2019-05-30
FLEETCOR TECHNOLOGIES INC P   2019-08-15
DENTSPLY SIRONA INC P   2018-09-05
DISCOVERY INC P 2015-08-07 2018-10-18
NESTLE S A SPONS ADR P   2018-12-06
KROGER CO P 2018-03-14 2018-12-13
CELANESE CORP P   2018-12-13
KROGER CO P 2018-03-14 2018-12-20
NESTLE S A SPONS ADR P   2018-12-20
LIBERTY GLOBAL PLC P   2018-12-26
WASTE MANAGEMENT INC P   2018-12-26
KROGER CO P   2019-02-14
QURATE RETAIL INC P   2019-03-29
FLEETCOR TECHNOLOGIES INC P   2019-06-05
FLEETCOR TECHNOLOGIES INS P   2019-08-16
BBH LIMITED DURATION FUND P 2015-06-23 2018-09-06
SELECT VALUE REAL ESTATE SECURITIES P 2018-01-19 2018-10-19
WASTE MANAGEMENT INC P   2018-12-06
HENRY SCHEIN INC P   2018-12-13
COMCAST CORP P   2018-12-13
ORACLE CORP P   2018-12-20
ORACLE CORP P   2018-12-20
DISCOVERY INC P   2018-12-26
CELANESE CORP P   2018-12-26
QURATE RETAIL INC P   2019-03-08
LIBERTY GLOBAL PLC P   2019-04-01
FLEETCOR TECHNOLOGIES INC P   2019-06-07
ROUNDING ADJUSTMENT P    
BBH LIMITED DURATION FUND P 2017-06-30 2018-09-06
SELECT VALUE REAL ESTATE SECURITIES P 2018-01-19 2018-10-26
CELANESE CORP P   2018-12-06
QUALCOMM INC P   2018-12-13
BERKSHIRE HATHAWAY INC P   2018-12-13
WELLS FARGO & CO P   2018-12-20
CELANESE CORP P   2018-12-20
KLA-TENCOR CORP P 2018-10-05 2018-12-26
WELLS FARGO & CO P   2018-12-26
QURATE RETAIL INC P   2019-03-11
QURATE RETAIL INC P   2019-04-01
WELLS FARGO & CO P   2019-07-11
DENTSPLY SIRONA INC P   2018-09-12
PRAXAIR INC P   2018-10-31
WELLS FARGO & CO P   2018-12-06
QURATE RETAIL INC P   2018-12-13
PERRIGO CO P   2018-12-20
QURATE RETAIL INC P   2018-12-20
WELLS FARGO & CO P   2018-12-20
LINDE PLC P 2018-10-31 2018-12-26
PAYPAL HOLDINGS INC P   2018-12-26
QURATE RETAIL INC P   2019-03-12
LIBERTY GLOBAL PLC P   2019-04-02
KROGER CO P   2019-07-24
SELECT VALUE REAL ESTATE SECURITIES P 2018-01-19 2018-09-14
SELECT VALUE REAL ESTATE SECURITIES P 2018-01-19 2018-11-06
NOVARTIS AG-ADR P   2018-12-06
ZOETIS INC P   2018-12-13
LIBERTY GLOBAL PLC P   2018-12-20
US BANCORP P   2018-12-20
DIAGEO PLC-SPONSORED ADR P   2018-12-20
ALLEGION PLC P   2018-12-26
NOVARTIS AG P   2018-12-26
QURATE RETAIL INC P   2019-03-13
DISCOVERY INC P   2019-04-02
KROGER CO P   2019-07-25
DENTSPLY SIRONA INC P   2018-09-19
DENTSPLY SIRONA INC P   2018-11-16
US BANCORP P   2018-12-06
PAYPAL HOLDINGS INC P   2018-12-13
KLA-TENCOR CORP P 2018-10-05 2018-12-20
HENRY SCHEIN INC P 2018-03-14 2018-12-20
US BANCORP P   2018-12-20
SABRE CORP P   2018-12-26
ZOETIS INC P   2018-12-26
LIBERTY GLOBAL PLC P   2019-03-15
DISCOVERY INC P   2019-04-03
KROGER CO P   2019-07-26
DENTSPLY SIRONA INC P 2009-03-19 2018-09-19
BBH LIMITED DURATION FUND P   2018-11-19
DIAGEO PLC SPONSORED ADR P   2018-12-06
NESTLE S A SPONS ADR P   2018-12-13
DISCOVERY INC P   2018-12-20
UNILEVER N V P   2018-12-20
PAYPAL HOLDINGS INC P   2018-12-20
QUALCOMM INC P   2018-12-26
DIAGEO PLC-SPONSORED ADR P   2018-12-26
DISCOVERY INC P   2019-03-15
LIBERTY GLOBAL PLC P   2019-04-08
KROGER CO P   2019-07-26
SELECT VALUE REAL ESTATE SECURITIES P 2018-01-19 2018-09-28
DENTSPLY SIRONA INC P   2018-11-21
BERKSHIRE HATHAWAY INC P   2018-12-06
FLEETCOR TECHNOLOGIES INC P   2018-12-13
LINDE PLC P 2018-10-31 2018-12-20
HENRY SCHEIN INC P   2018-12-20
ZOETIS INC P   2018-12-20
KROGER CO P 2017-09-08 2018-12-26
COMCAST CORP P   2018-12-26
DISCOVERY INC P   2019-03-18
DISCOVERY INC P   2019-04-09
WELLS FARGO & CO P   2019-07-29
SELECT VALUE REAL ESTATE SECURITIES P 2018-01-19 2018-10-05
DENTSPLY SIRONA INC P   2018-11-26
AKRE FOCUS FUND P   2018-12-07
WASTE MANAGEMENT INC P   2018-12-13
ALLEGION PLC P 2018-08-30 2018-12-20
WASTE MANAGEMENT INC P   2018-12-20
NOVARTIS AG P   2018-12-20
HENRY SCHEIN INC P 2018-03-14 2018-12-26
BERKSHIRE HATHAWAY INC P   2018-12-26
DISCOVERY INC P   2019-03-19
DISCOVERY INC P   2019-04-10
KROGER CO P   2019-07-30
DISCOVERY INC P 2015-08-10 2018-10-08
DENTSPLY SIRONA INC P   2018-11-27
PERRIGO CO P   2018-12-13
UNILEVER N V P   2018-12-13
LIBERTY GLOBAL PLC P   2018-12-20
NOVARTIS AG P   2018-12-20
BERKSHIRE HATHAWAY INC P   2018-12-20
KROGER CO P 2018-03-22 2018-12-26
AKRE FOCUS FUND P   2018-12-27
QURATE RETAIL INC P   2019-03-19
DISCOVERY INC P   2019-04-10
WELLS FARGO & CO P   2019-07-30
SELECT VALUE REAL ESTATE SECURITIES P 2018-01-19 2018-10-12
BBH PARTNER FUND - INTL EQUITY P   2018-12-04
LIBERTY GLOBAL PLC P   2018-12-13
NOVARTIS AG P   2018-12-13
LINDE PLC P 2018-10-31 2018-12-20
KROGER CO P   2018-12-20
COMCAST CORP P   2018-12-20
ORACLE CORP P   2018-12-26
KROGER CO P   2019-01-04
DISCOVERY INC P   2019-03-26
DISCOVERY INC P   2019-04-11
PAYPAL HOLDINGS INC P   2019-08-08
DISCOVERY INC P 2015-08-10 2018-10-17
QUALCOMM INC P   2018-12-06
DISCOVERY INC P   2018-12-13
ORACLE CORP P   2018-12-13
SABRE CORP P   2018-12-20
UNILEVER N V P   2018-12-20
ALPHABET INC P   2018-12-20
UNILEVER N V P   2018-12-26
QUALCOMM INC P   2019-01-29
LIBERTY GLOBAL PLC P   2019-03-27
QURATE RETAIL INC P   2019-04-12
PAYPAL HOLDINGS INC P   2019-08-13
(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 884   800 84
b 1,633   1,488 145
c 3,842   3,075 767
d 1,605   1,635 -30
e 4,319   1,295 3,024
245   275 -30
826   73 753
20,000   16,077 3,923
2,879   1,620 1,259
596   581 15
857   857  
4,275   292 3,983
861   386 475
986   899 87
2,147   1,967 180
13,926   12,310 1,616
1,764   1,748 16
9,107   5,960 3,147
220   225 -5
1,312   432 880
4,111   2,827 1,284
3,541   2,197 1,344
2,012   912 1,100
662   675 -13
4,180   2,276 1,904
6,092   430 5,662
3,158   3,921 -763
91   83 8
5,510   3,843 1,667
990   901 89
7,531   3,738 3,793
2,280   2,258 22
2,395   1,446 949
2,792   8,065 -5,273
2,796   1,129 1,667
224   101 123
685   701 -16
2,613   1,420 1,193
1,435   625 810
1,583   1,959 -376
3,841   3,497 344
5,488   2,096 3,392
1,189   944 245
8,886   4,346 4,540
277   236 41
1,627   645 982
2,383   3,783 -1,400
2,539   863 1,676
2,620   1,920 700
1,479   1,076 403
2,312   1,263 1,049
581   250 331
15,824   15,964 -140
2,860   3,083 -223
4,949   1,554 3,395
1,708   1,419 289
5,922   1,181 4,741
464   398 66
6,733   5,750 983
3,549   4,205 -656
3,396   1,660 1,736
1,609   1,065 544
1,211   1,507 -296
6,405   3,399 3,006
447   432 15
14,476   14,476  
2,571   2,821 -250
7,049   3,368 3,681
14,530   14,224 306
12,126   3,494 8,632
231   157 74
2,217   1,071 1,146
2,076   2,489 -413
6,080   4,060 2,020
914   601 313
2,905   2,082 823
13,684   8,123 5,561
2,481   3,127 -646
28,605   18,137 10,468
10,117   6,289 3,828
1,060   578 482
2,068   5,053 -2,985
192   116 76
3,927   2,666 1,261
3,689   4,086 -397
3,243   292 2,951
986   648 338
1,709   2,092 -383
4,228   4,267 -39
4,087   4,045 42
1,473   1,639 -166
8,844   4,009 4,835
916   293 623
1,796   2,682 -886
229   125 104
2,837   864 1,973
2,674   2,922 -248
6,651   3,207 3,444
705   463 242
2,525   2,442 83
446   447 -1
1,397   1,719 -322
707   469 238
10,618   5,109 5,509
874   73 801
2,151   2,489 -338
1,164   1,017 147
4,358   2,367 1,991
3,358   3,593 -235
5,646   2,042 3,604
3,299   4,061 -762
603   576 27
839   826 13
776   493 283
25,000   25,025 -25
8,544   2,591 5,953
1,720   645 1,075
2,200   2,465 -265
545   384 161
2,477   219 2,258
4,102   4,234 -132
6,233   1,943 4,290
2,004   2,087 -83
2,419   2,565 -146
2,537   2,523 14
2,899   2,917 -18
1,742   1,159 583
20,550   5,823 14,727
5,466   4,347 1,119
2,314   2,452 -138
2,328   2,119 209
3,705   1,317 2,388
1,343   1,067 276
8,494   1,883 6,611
879   922 -43
729   674 55
3,382   1,878 1,504
903   946 -43
1,257   839 418
20,000   14,939 5,061
1,816   576 1,240
1,621   1,743 -122
437   144 293
4,641   2,205 2,436
4,159   3,730 429
9,595   2,911 6,684
493   515 -22
684   624 60
2,306   2,210 96
2,329   2,147 182
1,113   740 373
1,176   2,531 -1,355
4,516   3,074 1,442
211   315 -104
844   401 443
5,785   1,747 4,038
3,627   3,166 461
20,000   14,537 5,463
466   312 154
1,359   1,193 166
2,641   1,476 1,165
786   849 -63
30,000   33,588 -3,588
2,314   3,163 -849
2,649   1,203 1,446
1,543   1,635 -92
3,184   2,704 480
5,215   1,107 4,108
9,538   8,724 814
2,487   1,920 567
628   623 5
1,473   1,204 269
1,502   102 1,400
544   502 42
7,444   7,548 -104
1,043   1,101 -58
10,415   8,823 1,592
2,313   2,362 -49
1,907   1,345 562
25,305   7,382 17,923
3,163   2,305 858
11,664   12,488 -824
2,974   3,696 -722
2,630   1,741 889
3,817   263 3,554
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       84
b       145
c       767
d       -30
e       3,024
      -30
      753
      3,923
      1,259
      15
       
      3,983
      475
      87
      180
      1,616
      16
      3,147
      -5
      880
      1,284
      1,344
      1,100
      -13
      1,904
      5,662
      -763
      8
      1,667
      89
      3,793
      22
      949
      -5,273
      1,667
      123
      -16
      1,193
      810
      -376
      344
      3,392
      245
      4,540
      41
      982
      -1,400
      1,676
      700
      403
      1,049
      331
      -140
      -223
      3,395
      289
      4,741
      66
      983
      -656
      1,736
      544
      -296
      3,006
      15
       
      -250
      3,681
      306
      8,632
      74
      1,146
      -413
      2,020
      313
      823
      5,561
      -646
      10,468
      3,828
      482
      -2,985
      76
      1,261
      -397
      2,951
      338
      -383
      -39
      42
      -166
      4,835
      623
      -886
      104
      1,973
      -248
      3,444
      242
      83
      -1
      -322
      238
      5,509
      801
      -338
      147
      1,991
      -235
      3,604
      -762
      27
      13
      283
      -25
      5,953
      1,075
      -265
      161
      2,258
      -132
      4,290
      -83
      -146
      14
      -18
      583
      14,727
      1,119
      -138
      209
      2,388
      276
      6,611
      -43
      55
      1,504
      -43
      418
      5,061
      1,240
      -122
      293
      2,436
      429
      6,684
      -22
      60
      96
      182
      373
      -1,355
      1,442
      -104
      443
      4,038
      461
      5,463
      154
      166
      1,165
      -63
      -3,588
      -849
      1,446
      -92
      480
      4,108
      814
      567
      5
      269
      1,400
      42
      -104
      -58
      1,592
      -49
      562
      17,923
      858
      -824
      -722
      889
      3,554
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 2 216,565
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 -2,005
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 93,210 2,019,591 0.046153
2016 89,710 1,940,018 0.046242
2015 117,477 1,813,700 0.064772
2014 109,889 1,847,575 0.059477
2013 80,220 1,846,056 0.043455
2
Total of line 1, column (d) .....................
2
0.260099
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
0.052020
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
2,008,346
5
Multiply line 4 by line 3......................
5
104,474
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,430
7
Add lines 5 and 6........................
7
106,904
8
Enter qualifying distributions from Part XII, line 4,.............
8
120,000
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 2,430
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  
3 Add lines 1 and 2........................... 3 2,430
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,430
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,983
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,983
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 447
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
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
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMATTHEW D'AMICO Telephone no.bullet (212) 541-1270

    Located atbullet1290 AVENUE OF THE AMERICASFL 33NEW YORKNY ZIP+4bullet10104
    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
     
     
    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
    MATTHEW D'AMICO TRUSTEE
    000.00     		0 0 0
    1290 AVENUE OF THE AMERICAS
    FL 33
    NEW YORK,NY10104
    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  
    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.............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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,956,573
    b
    Average of monthly cash balances.......................
    1b
    82,357
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,038,930
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,038,930
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    30,584
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,008,346
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    100,417
    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
    100,417
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,430
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,430
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    97,987
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    97,987
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    97,987
    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
    120,000
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    120,000
    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
    2,430
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    117,570
    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 97,987
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 6,029
    c From 2015...... 30,498
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 36,527
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 120,000
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 97,987
    e Remaining amount distributed out of corpus 22,013
    5 Excess distributions carryover applied to 2018.    
    (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 58,540
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		58,540
    10 Analysis of line 9:
    a Excess from 2014.... 6,029
    b Excess from 2015.... 30,498
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 22,013
    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:
    MATTHEW D'AMICO
    1290 AVE OF THE AMERICAS - FL33
    NEW YORK,NY10104
    (212) 541-1270
    bThe form in which applications should be submitted and information and materials they should include:
    BY LETTER WITH PRINTED BROCHURE, IF AVAILABLE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    LEUKEMIA & LYMPHONA SOCIETY
    61 BROADWAY
    NEW YORK,NY10006     		NONE   FOR UNRESTRICTED USE 5,000
    READ ALLIANCE
    160 BROADWAY 8TH FLOOR
    EAST BUILDING
    NEW YORK,NY10038     		NONE   FOR UNRESTRICTED USE 10,000
    READ ALLIANCE
    160 BROADWAY 8TH FLOOR
    EAST BUILDING
    NEW YORK,NY10038     		NONE   FOR UNRESTRICTED USE 25,000
    RESOLUTION PROJECT
    420 LEXINGTON AVE 1626
    NEW YORK,NY10170     		NONE   FOR UNRESTRICTED USE 10,000
    THE CAMPAIGN AGAINST HUNGER
    2010 FULTON ST
    BROOKLYN,NY11233     		NONE   FOR UNRESTRICTED USE 5,000
    THE CAMPAIGN AGAINST HUNGER
    2010 FULTON ST
    BROOKLYN,NY11233     		NONE   FOR UNRESTRICTED USE 10,000
    USA FOR UNHCR
    150 W 30TH ST 18TH FLOOR
    NEW YORK,NY10001     		NONE   FOR UNRESTRICTED USE 25,000
    VALERIE FUND
    2101 MILBURN AVENUE
    MAPLEWOOD,NJ07040     		NONE   FOR UNRESTRICTED USE 20,000
    VOLUNTEER LAWYERS FOR THE ARTS
    1 E 53RD ST
    NEW YORK,NY10022     		NONE   FOR UNRESTRICTED USE 10,000
    Total .................................bullet 3a 120,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 41,743  
    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 ............     		        230,925
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    a       		        582
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   41,743 231,507
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    273,250
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    VICTOR & CLARA C BATTIN FOUNDATION
     
    C/O MATT D'AMICO
    EIN:
    13-6124399
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 6,000      

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    VICTOR & CLARA C BATTIN FOUNDATION
     
    C/O MATT D'AMICO
    EIN:
    13-6124399
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AKRE FOCUS FUND-SUPRA INST 143,188 286,439
    ALCON INC 6,559 9,144
    ALLEGION PLC 17,100 19,254
    ALPHABET INC CL C 21,742 45,148
    ALPS SERIES TRUST CLARKSTON PARTNERS 80,000 86,954
    AO SMITH CORP 12,085 12,560
    ARTHUR J GALLAGHER & CO 16,426 16,328
    BBH INCOME FUND 285,020 307,378
    BBH INT'L EQUITY FUND 291,754 322,396
    BBH LIMITED DURATION FUND CL N 295,500 298,761
    BERKSHIRE HATHAWAY INC 12,228 42,716
    BOOKINGS HOLDINGS INC 7,278 7,866
    BRIGHT HORIZONS FAMILY SOLUTION 951 990
    BROWN-FORMAN CORP CLASS B 16,123 19,585
    CELANESE CORP. 7,419 17,572
    COLGATE PALMOLIVE CO 11,018 12,902
    COMCAST CORP. 6,681 40,055
    COPART INC 20,662 30,156
    COSTCO WHOLESALE CORP 6,124 8,843
    DENTSPLY SIRONA INC    
    DIAGEO PLC SPONS ADR 5,613 22,266
    DISCOVERY COMMUNICATIONS    
    DOLLAR GENERAL CORP 15,102 23,101
    FLEETCOR TECHNOLOGIES INC COM STK 11,200 28,646
    GQG PART EMERG MKTS 60,000 69,223
    HENRY SCHEIN INC. 11,445 17,870
    KLA CORPORATION 8,892 13,311
    KROGER CO    
    LIBERTY GLOBAL PLC-SERIES C    
    LIBERTY INTERACTIVE A    
    LINDE PLC 18,797 21,725
    LONGLEAF PARTNERS 60,000 60,970
    MASTERCARD INCORPORATED 12,698 14,069
    MICROSOFT CORP.    
    NELSON HOLDINGS PLC FOREIGN STK    
    NESTLE SA SPONS ADR 4,031 14,049
    NOVARTIS AG-ADR 10,566 27,033
    ORACLE CORP 30,868 41,908
    PAYPAL    
    PERRIGO CO PLC COM STK 20,173 10,619
    PRAXAIR    
    QUALCOMM INC    
    QURATE RETAIL INC    
    SABRE CORP COM STK 12,179 14,019
    SELECT VALUE REAL ESTATE SECURITIES    
    UNILEVER N V-NY SHARES 13,020 18,379
    US BANKCORP 14,604 33,458
    WASTE MANAGEMENT INC. 3,022 12,532
    WELLS FARGO & CO.    
    ZOETIS INC 6,611 28,824

    TY 2018 LegalFeesSchedule
    Name:
    VICTOR & CLARA C BATTIN FOUNDATION
     
    C/O MATT D'AMICO
    EIN:
    13-6124399
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT LEGAL FEES 12,549      


    TY 2018 OtherDecreasesSchedule
    Name:
    VICTOR & CLARA C BATTIN FOUNDATION
     
    C/O MATT D'AMICO
    EIN:
    13-6124399
    Description Amount
    FEDERAL INCOME TAX 1,511


    TY 2018 OtherExpensesSchedule
    Name:
    VICTOR & CLARA C BATTIN FOUNDATION
     
    C/O MATT D'AMICO
    EIN:
    13-6124399
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BROKERS FEE 15,855 15,855 15,855  
    FILING FEE - NYS 250      


    TY 2018 OtherIncomeSchedule2
    Name:
    VICTOR & CLARA C BATTIN FOUNDATION
     
    C/O MATT D'AMICO
    EIN:
    13-6124399
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
      582 582 582


    TY 2018 OtherLiabilitiesSchedule
    Name:
    VICTOR & CLARA C BATTIN FOUNDATION
     
    C/O MATT D'AMICO
    EIN:
    13-6124399
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED INVESTMENT INCOME 562 437
    CASH OVERDRAFT - CHECKING   182,743