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 07-01-2018 , and ending 06-30-2019
Name of foundation
AVEDIS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1500 E INDEPENDENCE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHAWNEE, OK74804
A Employer identification number

73-1347360
B Telephone number (see instructions)

(405) 273-4055
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$104,160,535J 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... 1,724,877 1,724,877  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,057,196
b Gross sales price for all assets on line 6a 14,705,125
7 Capital gain net income (from Part IV, line 2)... 3,057,196
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 257,218 86,590 0
12 Total. Add lines 1 through 11........ 5,039,291 4,868,663 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 310,954 48,200 0 262,754
14 Other employee salaries and wages...... 154,272 300 0 152,372
15 Pension plans, employee benefits....... 123,666 8,833 0 114,833
16a Legal fees (attach schedule)......... Click to see attachment 610 0 0 792
b Accounting fees (attach schedule)....... Click to see attachment 104,135 77,256 0 24,353
c Other professional fees (attach schedule).... Click to see attachment 2,270,183 366,772 0 1,784,925
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 85,000 0 0 0
19 Depreciation (attach schedule) and depletion... 70,554 0 0
20 Occupancy.............. 45,550 3,254 0 40,920
21 Travel, conferences, and meetings....... 24,009 1,118 0 20,423
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 577,568 7,599 0 357,818
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,766,501 513,332 0 2,759,190
25 Contributions, gifts, grants paid....... 2,799,663 2,325,372
26 Total expenses and disbursements. Add lines 24 and 25 6,566,164 513,332 0 5,084,562
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,526,873
b Net investment income (if negative, enter -0-) 4,355,331
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 507,029 442,720 442,720
2 Savings and temporary cash investments......... 1,622,823 4,786,690 4,786,690
3 Accounts receivable bullet171,184
Less: allowance for doubtful accounts bullet   7,285 171,184 171,184
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.......... 314,240 6,344 6,344
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 54,002,695 Click to see attachment45,465,819 45,465,819
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 5,169,990 4,455,440 4,455,440
13 Investments—other (attach schedule).......... 40,694,917 Click to see attachment46,798,956 46,798,956
14 Land, buildings, and equipment: basis bullet2,045,321
Less: accumulated depreciation (attach schedule) bullet129,457 976,499 1,915,864 1,915,864
15 Other assets (describe bullet) Click to see attachment150,644 Click to see attachment117,518 Click to see attachment117,518
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 103,446,122 104,160,535 104,160,535
Liabilities 17 Accounts payable and accrued expenses.......... 223,485 142,780
18 Grants payable................. 1,302,450 1,617,922
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 attachment119,070 Click to see attachment116,371
23 Total liabilities (add lines 17 through 22)......... 1,645,005 1,877,073
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.................. 101,801,117 102,283,462
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    
30 Total net assets or fund balances (see instructions)..... 101,801,117 102,283,462
31 Total liabilities and net assets/fund balances (see instructions). 103,446,122 104,160,535
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
101,801,117
2
Enter amount from Part I, line 27a .....................
2
-1,526,873
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,009,218
4
Add lines 1, 2, and 3 ..........................
4
102,283,462
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
102,283,462
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 PUBLICLY TRADED SECURITIES      
b FURNITURE P 2013-06-01 2018-09-01
c COPIER P 2013-01-01 2019-04-01
d SECURITY SYSTEM P 2013-03-01 2018-09-01
e
(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 14,704,293   11,637,762 3,066,531
b 832 13,756 20,026 -5,438
c   2,455 2,750 -295
d   593 4,195 -3,602
e
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       3,066,531
b       -5,438
c       -295
d       -3,602
e
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 3,057,196
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 5,553,858 102,971,034 0.053936
2016      
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
0.053936
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
0.053936
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
98,179,788
5
Multiply line 4 by line 3......................
5
5,295,425
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
43,553
7
Add lines 5 and 6........................
7
5,338,978
8
Enter qualifying distributions from Part XII, line 4,.............
8
5,084,562
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 87,107
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 87,107
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 87,107
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 76,295
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 121,295
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 34,188
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet34,188 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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)
    bulletOK
    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 addressbulletAVEDISFOUNDATION.ORG
    14
    The books are in care ofbulletLAUREN THOMAS Telephone no.bullet (405) 273-4055

    Located atbullet1500 E INDEPENDENCE STREETSHAWNEEOK ZIP+4bullet74804
    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
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARK L FINLEY CHAIR OF THE BOARD
    2.00     		13,000 0 0
    1500 E INDEPENDENCE STREET
    SHAWNEE,OK74804
    SUDHIR GUPTA DIRECTOR
    1.00     		9,750 0 0
    1500 E INDEPENDENCE STREET
    SHAWNEE,OK74804
    JOE HODGES DIRECTOR
    1.00     		9,000 0 0
    1500 E INDEPENDENCE STREET
    SHAWNEE,OK74804
    KATHLEEN S LASTER PRESIDENT/CEO
    40.00     		201,954 17,438 0
    1500 E INDEPENDENCE STREET
    SHAWNEE,OK74804
    CHARLES SKILLINGS VICE CHAIR, GOVERNANCE CHAIR
    1.00     		9,750 0 0
    1500 E INDEPENDENCE STREET
    SHAWNEE,OK74804
    JOHN A ROBINSON VICE PRES/TREASURER, FINAN
    1.00     		9,750 0 0
    1500 E INDEPENDENCE STREET
    SHAWNEE,OK74804
    CHARLES L SHEILDS VICE PRESIDENT/ASST. SECRETARY
    1.00     		9,750 0 0
    1500 E INDEPENDENCE STREET
    SHAWNEE,OK74804
    LAWRENCE STASYSZEN MISSION ADVOCACY CHAIR
    1.00     		0 0 0
    1500 E INDEPENDENCE STREET
    SHAWNEE,OK74804
    STEPHEN TROTTER AUDIT CHAIR
    1.00     		9,750 0 0
    1500 E INDEPENDENCE STREET
    SHAWNEE,OK74804
    MICHAEL P WARWICK VICE PRES/ASST. SECRETARY
    1.00     		9,750 0 0
    1500 E INDEPENDENCE STREET
    SHAWNEE,OK74804
    SARAH HASELWOOD DIRECTOR
    1.00     		7,500 0 0
    1500 E INDEPENDENCE STREET
    SHAWNEE,OK74804
    JOSH TRIMBLE DIRECTOR
    1.00     		6,750 0 0
    1500 E INDEPENDENCE STREET
    SHAWNEE,OK74804
    JILL SPENCER DIRECTOR
    1.00     		6,750 0 0
    1500 E INDEPENDENCE STREET
    SHAWNEE,OK74804
    JOSEPH VORNDRAN DIRECTOR
    1.00     		7,500 0 0
    1500 E INDEPENDENCE STREET
    SHAWNEE,OK74804
    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
    AUDREY SEELIGER PROGRAM OFFICER
    40.00     		56,241 7,813 0
    1500 E INDEPENDENCE STREET
    SHAWNEE,OK74804
    TRACY MEEUWSEN PROGRAM DIRECTOR
    40.00     		49,135 0 0
    1500 E INDEPENDENCE STREET
    SHAWNEE,OK74804
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    HEALTHWAYS SC LLC PROGRAM SERVICE PROVIDER 1,299,719
    701 COOL SPRINGS BLVD
    FRANKLIN,TN37067
    GREG BROWN HOMES LLC BUILDING CONSTRUCTION CONTRACTOR 940,585
    2510 E INDEPENDENCE ST SUITE 400
    SHAWNEE,OK74804
    SHARECARE PROGRAM SERVICE PROVIDER 472,625
    255 EAST PACES FERRY RD NE
    ATLANTA,GA30305
    BLACKROCK TRUST ACCOUNT INVESTMENT MANAGEMENT 282,575
    ATT CENTER 227 W MONROE ST
    CHICAGO,IL60606
    COLOR WORKS DESIGN LLC DESIGN & BUILDING CONSULTANT 113,435
    2043 MAIDEN LANE
    WENATCHEE,WA98801
    Total number of others receiving over $50,000 for professional services.............bullet1
    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 BLUE ZONES PROJECT: HEALTHWAYS SC, LLC WAS ENGAGED TO IMPLEMENT THE BLUE ZONES PROJECT TRANSFORMATION MODEL IN SHAWNEE, OKLAHOMA AND POTTAWATOMIE COUNTY. BLUE ZONES PROJECT IS A COMMUNITY-WIDE WELL-BEING IMPROVEMENT INITIATIVE TO HELP MAKE HEALTHY CHOICES EASIER FOR EVERYONE IN OUR COMMUNITY. BLUE ZONES PROJECT ENCOURAGES CHANGES IN OUR COMMUNITY THAT LEAD TO HEALTHIER OPTIONS. WHEN OUR ENTIRE COMMUNITY PARTICIPATES FROM OUR WORKSITES AND SCHOOLS TO OUR RESTAURANTS AND GROCERY STORES THE SMALL CHANGES CONTRIBUTE TO HUGE BENEFITS FOR ALL OF US: LOWERED HEALTHCARE COSTS, IMPROVED PRODUCTIVITY, AND ULTIMATELY, A HIGHER QUALITY OF LIFE. 1,772,721
    2 EDUCATION INITIATIVE: 14-15 SCHOOL DISTRICTS IN POTTAWATOMIE COUNTY WORKING TOGETHER TO BRAINSTORM IDEAS TO RAISE EDUCATION STANDARDS IN POTTAWATOMIE COUNTY FOCUSING ON EARLY CHILDHOOD. 97,476
    3 AVEDIS NONPROFIT LEADERSHIP INSTITUTE/PROGRAM DEVELOPMENT: THIS INITIATIVE HAS THE GOAL OF IMPROVING, STRENGTHENING, AND POSITIONING THE NONPROFIT SECTOR TO ACHIEVE QUALITY SERVICE DELIVERY AND FULL CAPACITY TO ENSURE A BRIGHT FUTURE FOR THE COMMUNITIES WE SERVE. THE INSTITUTE SERVES AS A DRIVER FOR POSITIVE SOCIAL CHANGE, ECONOMIC DEVELOPMENT, AND QUALITY OF LIFE FOR CHILDREN AND FAMILIES. 39,917
    4 HEALTH WEEK: HEALTH WEEK IS A WEEK-LONG CELEBRATION OF HEALTHY FUN AND FITNESS ACTIVITIES FOR THE ENTIRE FAMILY. THE COLLABORATION WITH SEVERAL COMMUNITY PARTNERS PROVIDES ACTIVITIES AND EVENTS DESIGNED TO PROMOTE HEALTHY HABITS AND ACTIVE LIFESTYLES. HEALTH WEEK FEATURES FAMILY-FRIENDLY EVENTS THROUGHOUT SHAWNEE FOR ALL AGE GROUPS. ALL ACTIVITIES ARE OPEN TO THE PUBLIC, AND MOST EVENTS ARE FREE OF CHARGE. HUNDREDS OF VOLUNTEERS AND COMMUNITY PARTNERS COME TOGETHER TO MAKE THE ENTIRE WEEK A SUCCESS. 35,490
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    96,177,676
    b
    Average of monthly cash balances.......................
    1b
    2,689,504
    c
    Fair market value of all other assets (see instructions)................
    1c
    807,732
    d
    Total (add lines 1a, b, and c).........................
    1d
    99,674,912
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    99,674,912
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,495,124
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    98,179,788
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,908,989
    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
    4,908,989
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    87,107
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    87,107
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,821,882
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,821,882
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    4,821,882
    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
    5,084,562
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    5,084,562
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    5,084,562
    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 4,821,882
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017...... 477,877
    fTotal of lines 3a through e........ 477,877
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 5,084,562
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 4,821,882
    e Remaining amount distributed out of corpus 262,680
    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 5 740,557
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		740,557
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017.... 477,877
    e Excess from 2018.... 262,680
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    YOUNG MEN'S CHRISTIAN ASSOCIATION OF SHAWNEE OKLAHOMA INC
    700 W SARATOGA
    SHAWNEE,OK74804     		NONE PC CEO PROCUREMENT GRANT YEAR 3 OF 3 30,000
    FAMILY PROMISE OF SHAWNEE INC
    PO BOX 3044
    SHAWNEE,OK748023044     		NONE PC NETWORK STAFF & PROGRAM DEVELOPMENT GRANT YEAR 2 OF 3 19,000
    ASHER PUBLIC SCHOOLS
    PO BOX 168
    ASHER,OK74826     		NONE GOV PARTNERS IN CARING: POTTAWATOMIE COUNTY CHILD HEALTH & WELFARE INITIATIVE GRANT 73,000
    NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER
    2617 GENERAL PERSHING BLVD
    OKLAHOMA CITY,OK73107     		NONE PC PARTNERS IN CARING: POTTAWATOMIE COUNTY CHILD HEALTH & WELFARE INITIATIVE GRANT 15,000
    CENTRAL OKLAHOMA COMMUNITY ACTION AGENCY
    PO BOX 486
    SHAWNEE,OK748020486     		NONE PC PARTNERS IN CARING: POTTAWATOMIE COUNTY CHILD HEALTH & WELFARE INITIATIVE GRANT 4,904
    GATEWAY TO PREVENTION AND RECOVERY INC
    1010 E 45TH STREET
    SHAWNEE,OK74801     		NONE PC PARTNERS IN CARING: POTTAWATOMIE COUNTY CHILD HEALTH & WELFARE INITIATIVE GRANT 78,000
    MCLOUD PUBLIC SCHOOLS
    PO BOX 240
    MCLOUD,OK74851     		NONE GOV PARTNERS IN CARING: POTTAWATOMIE COUNTY CHILD HEALTH & WELFARE INITIATIVE GRANT 81,000
    RED ROCK BEHAVIORAL HEALTH SERVICES (OKLAHOMA MENTAL HEALTH COUNCIL)
    4400 N LINCOLN BLVD
    OKLAHOMA CITY,OK73102     		NONE PC PARTNERS IN CARING: POTTAWATOMIE COUNTY CHILD HEALTH & WELFARE INITIATIVE GRANT 15,000
    PRAGUE PUBLIC SCHOOLS
    3504 NBU
    PRAGUE,OK74864     		NONE GOV PARTNERS IN CARING: POTTAWATOMIE COUNTY CHILD HEALTH & WELFARE INITIATIVE GRANT 100,695
    YOUTH & FAMILY RESOURCE CENTER INC
    326 11TH STREET
    SHAWNEE,OK74801     		NONE PC PARTNERS IN CARING: POTTAWATOMIE COUNTY CHILD HEALTH & WELFARE INITIATIVE GRANT 42,000
    SALVATION ARMY BOYS & GIRLS CLUB
    200 EAST 9TH
    SHAWNEE,OK74801     		NONE PC AFTER SCHOOL PROGRAM AND STAFF DEVELOPMENT GRANT 80,000
    NEIGHBORING 101
    PO BOX 1053
    SHAWNEE,OK748021053     		NONE PC PROGRAM DEVELOPMENT GRANT YEAR 2 OF 3 45,000
    COMMUNITY RENEWAL OF POTTAWATOMIE COUNTY
    1000 N KICKAPOO
    SHAWNEE,OK74801     		NONE PC 2019 OPERATING GRANT 300,000
    RISE PROGRAM INC
    PO BOX 751
    PIEDMONT,OK73078     		NONE PC R.I.S.E. PROGRAM COSMOTOLOGY SCHOOL 51,400
    CENTRAL OKLAHOMA COMMUNITY ACTION AGENCY
    PO BOX 486
    SHAWNEE,OK748020486     		NONE PC NON-PROFITS GRANTS SPECIALIST 68,137
    SHAWNEE PUBLIC SCHOOLS
    326 N UNION
    SHAWNEE,OK74801     		NONE GOV ATHLETIC CONDITIONING AND CHARACTER BUILDING COURSE 253,950
    OKLAHOMA UNITED METHODIST CIRCLE OF CARE INC
    1501 NW 24TH STREET
    OKLAHOMA CITY,OK73106     		NONE PC LEGACY OF CARE FOSTER SIBLING HOMES 225,000
    SENIOR CITIZENS OF SHAWNEE INC
    401 N BELL STREET
    SHAWNEE,OK74801     		NONE PC SENIOR FITNESS & WELLNESS PROGRAM 25,000
    ST ANTHONY HOSPITAL SHAWNEE
    1102 W MACARTHUR
    SHAWNEE,OK74804     		NONE PC SHAWNEE WOMEN'S BREAST CENTER 678,286
    CITY OF TECUMSEH
    114 N BROADWAY
    TECUMSEH,OK74873     		NONE GOV CHARLES MARTIN PARK PLAYGROUND 100,000
    SAVING PETS AT RISK
    1901 N KICKAPOO
    SHAWNEE,OK74804     		NONE PC OPERATING GRANT 15,000
    AMERICAN HEART ASSOCIATION
    3401 NW 63RD ST SUITE 200
    OKLAHOMA CITY,OK73116     		NONE PC CPR IN SCHOOL KITS (POTTAWATOMIE COUNTY AND PRAGUE HIGH SCHOOL) 25,000
    Total .................................bullet 3a 2,325,372
    bApproved for future payment
    OKLAHOMA UNITED METHODIST CIRCLE OF CARE INC
    1501 NW 24TH STREET
    OKLAHOMA CITY,OK73106     		NONE PC LEGACY OF CARE FOSTER SIBLING HOMES 225,000
    COMMUNITY RENEWAL OF POTTAWATOMIE COUNTY
    1000 N KICKAPOO
    SHAWNEE,OK74801     		NONE PC 2019 OPERATING GRANT 160,434
    CITY OF PRAGUE
    820 N JIM THORPE BLVD
    PRAGUE,OK74864     		NONE GOV ODOT TAP/SAFE ROUTES TO SCHOOL 61,491
    CITY OF CHANDLER
    901 S CHS
    CHANDLER,OK74834     		NONE GOV ODOT TAP/SAFE ROUTES TO SCHOOL 120,498
    COMMUNITY RENEWAL OF POTTAWATOMIE COUNTY
    1000 N KICKAPOO
    SHAWNEE,OK74801     		NONE PC SUSTAINABILITY GRANT 24,000
    COMMUNITY MARTKET OF POTTAWATOMIE COUNTY INC
    PO BOX 1694
    SHAWNEE,OK748021694     		NONE PC SUSTAINABILITY GRANT 24,000
    LEGACY PARENTING CENTER
    126 SOUTH CENTER
    SHAWNEE,OK74801     		NONE PC SUSTAINABILITY GRANT 24,000
    SOUTH CENTRAL INDUSTRIES INC
    204 N LOUISA
    SHAWNEE,OK74801     		NONE PC SUSTAINABILITY GRANT 24,000
    Total .................................bullet 3b 663,423
    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 1,724,877  
    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.....     15 86,590  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 3,057,196  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aHOSPITAL CHARGES     		        170,617
    bAMAZON SMILE         11
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,868,663 170,628
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,039,291
    (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.)
    11 AMAZON SMILE AND HOSPITAL INCOME FROM PRE PRIVATE FOUNDATION TIMEFRAME
    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:
    AVEDIS FOUNDATION
    EIN:
    73-1347360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 104,135 77,256 0 24,353

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    AVEDIS FOUNDATION
    EIN:
    73-1347360
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AEROJET ROCKETDYNE HOLDINGS 171,469 171,469
    ABB LTD-SPON ADR 92,138 92,138
    AAC TECHNOLOGIES H-UNSPON AD 80,366 80,366
    AEGON N.V.-NY REG SHR 18,825 18,825
    AUTOZONE INC 192,407 192,407
    CARS.COM INC 33,031 33,031
    VERISK ANALYTICS INC 115,410 115,410
    ANSYS INC 103,844 103,844
    SMITH (A.O.) CORP 44,189 44,189
    COGNEX CORP 42,606 42,606
    CHEMED CORP 88,767 88,767
    COSTAR GROUP INC 135,191 135,191
    FIVE BELOW 72,732 72,732
    GODADDY INC - CLASS A 55,489 55,489
    GENTEX CORP 45,824 45,824
    HEICO CORP 129,930 129,930
    CGI GROUP INC - CL A 67,558 67,558
    LENNOX INTERNATIONAL INC 51,150 51,150
    LKQ CORP 37,600 37,600
    GRAND CANYON EDUCATION INC 82,382 82,382
    MIDDLEBY CORP 44,238 44,238
    NEOGEN CORP 44,409 44,409
    PAYCOM SOFTWARE INC 82,299 82,299
    ROLLINS INC 61,732 61,732
    DISCOVERY COMMUNICATIONS-A 142,602 142,602
    BIO-TECHNE CORP 79,018 79,018
    2U INC 37,489 37,489
    TYLER TECHNOLOGIES INC 77,767 77,767
    VEEVA SYSTEMS INC-CLASS A 121,420 121,420
    WATSCO INC 35,322 35,322
    WEST PHARMACEUTICAL SERVICES 65,453 65,453
    FISERV INC 179,879 179,879
    FLOWSERVE CORP 74,029 74,029
    ACUITY BRANDS INC 49,372 49,372
    FMC CORP 116,130 116,130
    HANESBRANDS INC 124,673 124,673
    HOWARD HUGHES CORP/THE 91,022 91,022
    LKQ CORP 86,349 86,349
    HENRY SCHEIN INC 23,626 23,626
    INTL FLAVORS & FRAGRANCES 54,699 54,699
    MSC INDUSTRIAL DIRECT CO-A 101,736 101,736
    NATIONAL INSTRUMENTS CORP 62,439 62,439
    OPEN TEXT CORP 202,498 202,498
    SNAP-ON INC 39,422 39,422
    SERVICE CORP INTERNATIONAL 103,150 103,150
    ALARM.COM HOLDINGS INC 37,611 37,611
    AMN HEALTHCARE SERVICES INC 35,208 35,208
    THERMO FISHER SCIENTIFIC INC 236,412 236,412
    EVOLENT HEALTH INC - A 18,913 18,913
    EXLSERVICE HOLDINGS INC 42,323 42,323
    HEALTHCARE SERVICES GROUP 53,727 53,727
    PRA GROUP INC 27,240 27,240
    PROTO LABS INC 84,695 84,695
    PROS HOLDINGS INC 118,296 118,296
    TEGNA INC 119,988 119,988
    PRINCIPAL GLBL DIV INC-I 360,936 360,936
    AGNICO EAGLE MINES LTD 35,356 35,356
    ARCELORMITTAL-NY REGISTERED 25,747 25,747
    ASML HOLDING NV-NY REG SHS 218,950 218,950
    ASTRAZENECA PLC-SPONS ADR 258,000 258,000
    BANCO BILBAO VIZCAYA-SP ADR 80,537 80,537
    BANCO BRADESCO-ADR 88,753 88,753
    BANCO DE CHILE-ADR 19,655 19,655
    BANCO SANTANDER SA-SPON ADR 159,604 159,604
    BANCO SANTANDER-CHILE-ADR 14,362 14,362
    BANCOLOMBIA S.A.-SPONS ADR 16,333 16,333
    BANK OF MONTREAL 125,398 125,398
    BANK OF NOVA SCOTIA 166,039 166,039
    BARCLAYS PLC-SPONS ADR 64,251 64,251
    BARRICK GOLD CORP 66,549 66,549
    BCE INC 106,196 106,196
    BHP BILLITON LTD-SPON ADR 212,392 212,392
    BHP BILLITON PLC-ADR 131,557 131,557
    BLACKBERRY LTD 7,162 7,162
    BP PLC-SPONS ADR 338,562 338,562
    BRF SA-ADR 11,894 11,894
    BROOKFIELD ASSET MANAGE-CL A 114,051 114,051
    BT GROUP PLC-SPON ADR 52,331 52,331
    CAMECO CORP 8,369 8,369
    CAN IMPERIAL BK OF COMMERCE 94,979 94,979
    CANADIAN NATL RAILWAY CO 168,314 168,314
    CANADIAN NATURAL RESOURCES 77,943 77,943
    CANADIAN PACIFIC RAILWAY LTD 91,744 91,744
    RITCHIE BROS AUCTIONEERS 76,074 76,074
    CANON INC-SPONS ADR 81,663 81,663
    CARNIVAL PLC-ADR 30,105 30,105
    CEMEX SAB-SPONS ADR PART CER 12,415 12,415
    CENOVUS ENERGY INC 18,434 18,434
    CGI GROUP INC - CL A 133,196 133,196
    CHINA LIFE INSURANCE CO-ADR 41,934 41,934
    CHINA PETROLEUM & CHEM-ADR 47,672 47,672
    CHUNGHWA TELECOM LT-SPON ADR 44,396 44,396
    CNH INDUSTRIAL NV 21,074 21,074
    CREDICORP LTD 47,384 47,384
    CREDIT SUISSE GROUP-SPON ADR 67,726 67,726
    CRH PLC-SPONSORED ADR 68,120 68,120
    DEUTSCHE BANK AG-REGISTERED 34,221 34,221
    ECOPETROL SA-SPONSORED ADR 10,060 10,060
    EMBRAER SA-SPON ADR 9,662 9,662
    ENBRIDGE INC 178,055 178,055
    ENCANA CORP 10,517 10,517
    ENEL AMERICAS SA-ADR 13,083 13,083
    ENI SPA-SPONSORED ADR 105,366 105,366
    ERICSSON (LM) TEL-SP ADR 66,548 66,548
    FERRARI NV 88,482 88,482
    FIAT CHRYSLER AUTOMOBILES NV 34,965 34,965
    FOMENTO ECONOMICO MEX-SP ADR 63,662 63,662
    FRANCO-NEVADA CORP 43,289 43,289
    FRESENIUS MEDICAL CARE-ADR 45,604 45,604
    GILDAN ACTIVEWEAR INC 28,623 28,623
    GLAXOSMITHKLINE PLC-SPON ADR 241,321 241,321
    GRUPO TELEVISA SA-SPON ADR 9,368 9,368
    HONDA MOTOR CO LTD-SPONS ADR 113,050 113,050
    HSBC HOLDINGS PLC-SPONS ADR 415,146 415,146
    IMPERIAL OIL LTD 19,922 19,922
    ING GROEP N.V.-SPONSORED ADR 102,221 102,221
    INTERCONTINENTAL HOTELS-ADR 45,412 45,412
    ITAU UNIBANCO H-SPON PRF ADR 103,243 103,243
    JAMES HARDIE IND PLC-SP ADR 14,399 14,399
    KINROSS GOLD CORP 8,245 8,245
    KONINKLIJKE PHILIPS NVR- NY 102,718 102,718
    LATAM AIRLINES GROUP-SP ADR 7,028 7,028
    LLOYDS BANKING GROUP PLC-ADR 91,491 91,491
    MAGNA INTERNATIONAL INC 44,233 44,233
    MANULIFE FINANCIAL CORP 87,719 87,719
    MITSUBISHI UFJ FINL-SPON ADR 140,648 140,648
    MIZUHO FINANCIAL GROUP-ADR 82,296 82,296
    NATIONAL GRID PLC-SP ADR 106,998 106,998
    NOKIA CORP-SPON ADR 56,939 56,939
    NOMURA HOLDINGS INC-SPON ADR 29,589 29,589
    NOVARTIS AG-SPONSORED ADR 563,657 563,657
    NOVO-NORDISK A/S-SPONS ADR 211,816 211,816
    NUTRIEN LTD 82,435 82,435
    OPEN TEXT CORP 37,080 37,080
    ORANGE-SPON ADR 78,914 78,914
    ORIX - SPONSORED ADR 55,636 55,636
    PEARSON PLC-SPONSORED ADR 19,011 19,011
    PEMBINA PIPELINE CORP 50,234 50,234
    PETROCHINA CO LTD -ADR 36,181 36,181
    PETROLEO BRASILEIRO-SPON ADR 52,004 52,004
    POSCO- SPON ADR 43,509 43,509
    PRUDENTIAL PLC-ADR 140,969 140,969
    QIAGEN N.V. 29,399 29,399
    QUIMICA Y MINERA CHIL-SP ADR 8,244 8,244
    RELX PLC - SPON ADR 138,771 138,771
    RESTAURANT BRANDS INTERN 52,085 52,085
    RIO TINTO PLC-SPON ADR 165,824 165,824
    ROGERS COMMUNICATIONS INC-B 55,126 55,126
    ROYAL BANK OF CANADA 285,999 285,999
    ROYAL BANK OF SCOT-SPON ADR 22,408 22,408
    ROYAL DUTCH SHELL-SPON ADR-A 346,368 346,368
    ROYAL DUTCH SHELL-SPON ADR-B 330,672 330,672
    RYANAIR HOLDINGS PLC-SP ADR 19,883 19,883
    SANOFI-ADR 243,697 243,697
    SAP SE-SPONSORED ADR 360,331 360,331
    SHAW COMMUNICATIONS INC-B 24,558 24,558
    CNOOC LTD-SPON ADR 72,399 72,399
    AMERICA MOVIL-SPN ADR CL L 137,446 137,446
    CHINA MOBILE LTD-SPON ADR 122,419 122,419
    ASTRA INTERNATIONAL-UNSP ADR 127,130 127,130
    VIASAT INC 145,072 145,072
    GLOBANT SA 76,715 76,715
    PRINCIPAL GLBL DIV INC-I 171,818 171,818
    BAIDU INC - SPON ADR 65,839 65,839
    BANCO DO BRASIL SA-SPON ADR 209,089 209,089
    BANCO MACRO SA-ADR 103,884 103,884
    BANK MANDIRI TBK-UNSPON ADR 170,819 170,819
    BB SEGURIDADE PARTI-SPON ADR 105,264 105,264
    BIDVEST GROUP LTD-SPONS ADR 68,566 68,566
    CHINA CONSTRUCT-UNSPON ADR 257,809 257,809
    CHINA SHENHUA-UNSPON ADR 87,164 87,164
    CIELO SA-SPONSORED ADR 48,347 48,347
    CLICKS GROUP LTD-SP ADR 88,500 88,500
    CNOOC LTD-SPON ADR 137,132 137,132
    COMMERCIAL INTL BANK-ADR 114,043 114,043
    CONCH CEMENT-H-UNS ADR 123,508 123,508
    ENN ENERGY HOLDINGS-UNSP ADR 108,506 108,506
    HENGAN INTL GROUP-UNSPON ADR 76,855 76,855
    INFOSYS LTD-SP ADR 184,340 184,340
    KASIKORNBANK PCL-UNSPON ADR 81,691 81,691
    KB FINANCIAL GROUP INC-ADR 154,327 154,327
    SMITH & NEPHEW PLC -SPON ADR 57,691 57,691
    KIMBERLY-CLARK DE MEXICO-ADR 82,971 82,971
    KOC HOLDING AS-UNSPON ADR 74,581 74,581
    LIFE HEALTHCARE - UNSPON ADR 37,501 37,501
    LUKOIL PJSC-SPON ADR 122,417 122,417
    KB FINANCIAL GROUP INC-ADR 41,059 41,059
    MOBILE TELESYSTEMS-SP ADR 116,757 116,757
    SONY CORP-SPONSORED ADR 158,375 158,375
    NEDBANK GROUP LTD-SPONS ADR 75,548 75,548
    SOUTHERN COPPER CORP 12,315 12,315
    NETEASE INC-ADR 238,889 238,889
    SANLAM LTD-SPONSORED ADR 69,048 69,048
    SBERBANK-SPONSORED ADR 167,836 167,836
    SHINHAN FINANCIAL GROUP-ADR 47,434 47,434
    STMICROELECTRONICS NV-NY SHS 26,430 26,430
    SHINHAN FINANCIAL GROUP-ADR 117,845 117,845
    TAIWAN SEMICONDUCTOR-SP ADR 347,242 347,242
    STANDARD BANK GROUP-SPON ADR 84,795 84,795
    AMERICA MOVIL-SPN ADR CL L 44,495 44,495
    SUMITOMO MITSUI-SPONS ADR 107,418 107,418
    SUN LIFE FINANCIAL INC 67,624 67,624
    TAIWAN SEMICONDUCTOR-SP ADR 144,341 144,341
    SUNCOR ENERGY INC 118,875 118,875
    TELEKOMUNIK INDONESIA-SP ADR 117,516 117,516
    TECK RESOURCES LTD-CLS B 26,865 26,865
    TELECOM ITALIA SPA-SPON ADR 14,516 14,516
    TELECOM ITALIA SPA-SPON ADR 8,275 8,275
    TELEFONICA SA-SPON ADR 82,933 82,933
    VODACOM GROUP LTD-SP ADR 80,678 80,678
    TELUS CORPORATION -NON VOTE 61,640 61,640
    TENARIS SA-ADR 15,918 15,918
    THOMSON REUTERS CORP 47,765 47,765
    TORONTO-DOMINION BANK 260,869 260,869
    TOTAL SA-SPON ADR 340,877 340,877
    TOYOTA MOTOR CORP -SPON ADR 399,000 399,000
    WEICHAI POWER CO-UNSP ADR 236,760 236,760
    UBS GROUP AG-REG 106,058 106,058
    ULTRAPAR PARTICPAC-SPON ADR 10,270 10,270
    WOOLWORTHS HOLDINGS LTD-GDR 60,684 60,684
    UNILEVER N V -NY SHARES 278,219 278,219
    UNILEVER PLC-SPONSORED ADR 203,324 203,324
    VALE SA-SP ADR 98,515 98,515
    XYLEM INC 109,150 109,150
    YPF S.A.-SPONSORED ADR 153,729 153,729
    US BANCORP 12,557 12,557
    US TREASURY N/B 363,640 363,640
    US TREASURY N/B 356,355 356,355
    ROYAL BANK OF CANADA 9,160 9,160
    BANK OF AMERICA CORP 17,106 17,106
    US TREASURY N/B 308,868 308,868
    US TREASURY N/B 44,907 44,907
    ORACLE CORP 56,004 56,004
    ERP OPERATING LP 69,000 69,000
    ERP OPERATING LP 25,000 25,000
    MICROSOFT CORP 54,935 54,935
    AMERICAN INTL GROUP 85,134 85,134
    AMERICAN HONDA FINANCE 28,987 28,987
    AMERICAN HONDA FINANCE 10,995 10,995
    APPLE INC 52,888 52,888
    APPLE INC 18,960 18,960
    US TREASURY N/B 19,959 19,959
    US TREASURY N/B 9,957 9,957
    US TREASURY N/B 9,956 9,956
    US TREASURY N/B 9,091 9,091
    CISCO SYSTEMS INC 38,916 38,916
    CISCO SYSTEMS INC 13,970 13,970
    US TREASURY N/B 25,205 25,205
    SHIRE ACQ INV IRELAND DA 32,926 32,926
    SHIRE ACQ INV IRELAND DA 11,973 11,973
    ROYAL BANK OF CANADA 8,994 8,994
    HSBC HOLDINGS PLC 15,674 15,674
    PRUDENTIAL FINANCIAL INC 10,305 10,305
    NBCUNIVERSAL MEDIA LLC 10,370 10,370
    ABBVIE INC 9,999 9,999
    JPMORGAN CHASE & CO 15,309 15,309
    CROWN CASTLE INTL CORP 15,205 15,205
    MCDONALD'S CORP 8,048 8,048
    TOYOTA MOTOR CREDIT CORP 16,925 16,925
    MICROSOFT CORP 16,967 16,967
    KFW 16,957 16,957
    TORONTO-DOMINION BANK 9,000 9,000
    CITIGROUP INC 17,003 17,003
    GILEAD SCIENCES INC 10,029 10,029
    UNITED TECHNOLOGIES CORP 14,309 14,309
    GENERAL MOTORS FINL CO 10,146 10,146
    HOME DEPOT INC 12,955 12,955
    US TREASURY N/B 9,089 9,089
    COCA-COLA CO/THE 19,957 19,957
    VERIZON COMMUNICATIONS 287,124 287,124
    WELLS FARGO & COMPANY 257,225 257,225
    VERIZON COMMUNICATIONS 307,060 307,060
    EXXON MOBIL CORPORATION 204,302 204,302
    FREDDIE MAC 304,431 304,431
    LOCKHEED MARTIN CORP 269,954 269,954
    US TREASURY N/B 20,147 20,147
    INTEL CORP 321,657 321,657
    VALERO ENERGY CORP 448,681 448,681
    BANK OF AMERICA CORP 360,180 360,180
    GOLDMAN SACHS GROUP INC 17,637 17,637
    FANNIE MAE 503,640 503,640
    US TREASURY N/B 20,753 20,753
    US TREASURY N/B 44,793 44,793
    BOEING CO 15,052 15,052
    HSBC HOLDINGS PLC 12,510 12,510
    VERIZON COMMUNICATIONS 11,166 11,166
    ABBVIE INC 9,080 9,080
    WALGREENS BOOTS ALLIANCE 9,181 9,181
    SHIRE ACQ INV IRELAND DA 8,982 8,982
    APPLE INC 423,951 423,951
    US TREASURY N/B 49,770 49,770
    FANNIE MAE 285,934 285,934
    US TREASURY N/B 45,373 45,373
    FHMS K049 A2 208,284 208,284
    FHMS K055 A2 296,821 296,821
    FHMS K051 A2 285,946 285,946
    UT ST-BABS-B 141,410 141,410
    UNIV OF ARKANSAS-B 416,568 416,568
    GEORGIA-TXBL-B 54,487 54,487
    GEORGIA-TXBL-B 107,848 107,848
    UNIV OK-D-TXBL-GEN 57,683 57,683
    CA TXB-VAR PURP 52,829 52,829
    CA ST-BAB 75,600 75,600
    PRINCIPAL GLBL DIV INC-I 1,695,208 1,695,208
    PRINCIPAL GLBL DIV INC-I 754,984 754,984
    TSY INFL IX N/B 423,205 423,205
    VODAFONE GROUP PLC-SP ADR 103,500 103,500
    ZEBRA TECHNOLOGIES CORP-CL A 163,402 163,402
    ALERIAN MLP ETF 1,844,176 1,844,176
    WASTE CONNECTIONS INC 86,978 86,978
    WESTPAC BANKING CORP-SP ADR 162,210 162,210
    WPP PLC-SPONSORED ADR 43,785 43,785
    JPMORGAN STRAT INC OPP-SEL 2,869,179 2,869,179
    DIAMOND HILL LONG/SHORT-I 3,461,887 3,461,887
    3M COMPANY 20,329 20,329
    ALLERGAN FUNDING SCS 10,210 10,210
    ALLERGAN FUNDING SCS 15,044 15,044
    AMDOCS LTD 96,240 96,240
    AMEDISYS INC 47,714 47,714
    AMERICAN EXPRESS CO 14,982 14,982
    ASM PACIFIC TECHNOL-UNSP ADR 83,252 83,252
    ASPEN TECHNOLOGY INC 46,605 46,605
    BAUSCH HEALTH COS INC 19,319 19,319
    BB&T CORPORATION 16,970 16,970
    BLACKLINE INC 52,975 52,975
    CHINA MERCHANTS BANK-UNS ADR 82,452 82,452
    CHINA MOBILE LTD-SPON ADR 123,279 123,279
    CIA ENERGETICA DE-SPON ADR 1,715 1,715
    COMCAST CORP 222,884 222,884
    COMCAST CORP 10,137 10,137
    CORECIVIC INC 45,361 45,361
    DOWDUPONT INC 18,197 18,197
    ENEL CHILE SA-ADR 1,243 1,243
    EQUINOR ASA-SPON ADR 49,648 49,648
    FERRARI NV 51,654 51,654
    FISERV INC 158,618 158,618
    GAZPROM PJSC-SPON ADR 94,538 94,538
    GENERAL DYNAMICS CORP 10,162 10,162
    GENERAL MOTORS FINL CO 147,111 147,111
    GERDAU SA -SPON ADR 1,517 1,517
    GUIDEWIRE SOFTWARE INC 45,722 45,722
    IHS MARKIT LTD 72,131 72,131
    JPMORGAN CHASE & CO 179,576 179,576
    LIVENT CORP 7,820 7,820
    MARSH & MCLENNAN COS INC 169,790 169,790
    MARSH & MCLENNAN COS INC 10,094 10,094
    MOTUS HOLDINGS LTD - ADR 31,478 31,478
    NIELSEN HOLDINGS PLC 93,338 93,338
    NORTHROP GRUMMAN CORP 152,775 152,775
    NORTHROP GRUMMAN CORP 4,993 4,993
    PAYLOCITY HOLDING CORP 30,492 30,492
    PEGASYSTEMS INC 47,996 47,996
    PETROLEO BRASIL-SP PREF ADR 59,498 59,498
    PLDT INC-SPON ADR 79,598 79,598
    PLURALSIGHT INC - A 43,236 43,236
    QUALCOMM INC 13,241 13,241
    QURATE RETAIL INC 50,303 50,303
    TC ENERGY CORP 119,096 119,096
    TELADOC HEALTH INC 52,597 52,597
    TERNIUM SA-SPONSORED ADR 62,086 62,086
    UNION PACIFIC CORP 213,367 213,367
    UNITED TECHNOLOGIES CORP 9,967 9,967
    UNITEDHEALTH GROUP INC 10,338 10,338
    US TREASURY N/B 255,366 255,366
    US TREASURY N/B 228,762 228,762
    WELLS FARGO & COMPANY 10,348 10,348
    WHEATON PRECIOUS METALS CORP 26,477 26,477

    TY 2018 InvestmentsOtherSchedule2
    Name:
    AVEDIS FOUNDATION
    EIN:
    73-1347360
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MINERAL INTERESTS FMV 807,733 807,733
    ACL ALT LTD USD A FMV 4,073,478 4,073,478
    SKYBRIDGE MUL-AD SER G ADV FMV 2,368,049 2,368,049
    ALKEON GROWTH OFFSHORE LTD FMV 5,545,185 5,545,185
    BLACKSTONE RE DEBT II TE FMV 76,620 76,620
    GS VINTAGE VI OFFSHR-ADVIS FMV 726,384 726,384
    BLKSTONE TACT OPPS-ADVIS FMV 1,258,330 1,258,330
    GS VINTAGE VII OFFSHORE FMV 1,986,617 1,986,617
    CARLYLE STRUCTURED CREDIT FMV 1,318,463 1,318,463
    HAMILTON LANE PMOF FOF SER FMV 1,922,077 1,922,077
    KKR LEND PRT EU OFF FDR FMV 1,407,348 1,407,348
    CEMOF II OFFSHR INVEST LP FMV 765,256 765,256
    BLACKROCK LARGE CAP COVERED CALL FMV 19,525,633 19,525,633
    BLACKROCK SHORT-TERM INVESTMENT FUND B FMV 87 87
    IIF TAX-EXEMPT FMV 5,017,696 5,017,696

    TY 2018 LegalFeesSchedule
    Name:
    AVEDIS FOUNDATION
    EIN:
    73-1347360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 610 0 0 792


    TY 2018 OtherAssetsSchedule
    Name:
    AVEDIS FOUNDATION
    EIN:
    73-1347360
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INCOME 150,644 117,518 117,518


    TY 2018 OtherExpensesSchedule
    Name:
    AVEDIS FOUNDATION
    EIN:
    73-1347360
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AVERTISING & PROMOTION 6,940 0 0 6,940
    OFFICE EXPENSES 35,774 2,555 0 32,442
    INFORMATION TECHNOLOGY 17,980 1,284 0 17,578
    INSURANCE 16,776 1,198 0 12,848
    HOSPITAL CHARGES 206,564 0 0 1,437
    DUES & FEES 11,459 0 0 6,260
    MISCELLANEOUS 7,954 1,293 0 6,661
    MEALS & CATERING 9,237 1,161 0 8,730
    POSTAGE 587 0 0 469
    REPAIRS & MAINTENANCE 2,209 158 0 2,315
    BANK CHARGES -50 -50 0 0
    EVENTS & SPONSORSHIPS 58,042 0 0 58,042
    EDUCATION INITIATIVE 97,476 0 0 97,476
    LEADERSHIP INSTITUTE 39,917 0 0 39,917
    SEAKER SERIES 31,213 0 0 31,213
    HEALTH WEEK 35,490 0 0 35,490


    TY 2018 OtherIncomeSchedule2
    Name:
    AVEDIS FOUNDATION
    EIN:
    73-1347360
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL & GAS ROYALTIES 86,590 86,590  
    HOSPITAL CHARGES 170,617   0
    AMAZON SMILE 11   0


    TY 2018 OtherIncreasesSchedule
    Name:
    AVEDIS FOUNDATION
    EIN:
    73-1347360
    Description Amount
    UNREALIZED GAIN/LOSS 2,009,218


    TY 2018 OtherLiabilitiesSchedule
    Name:
    AVEDIS FOUNDATION
    EIN:
    73-1347360
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED PAYROLL TAXES 2,507 2,607
    DUE FROM MCR/MCD 25,000 25,000
    ACCRUED WORKER'S COMPENSATION 82,538 75,290
    PAYABLES: 401K 1,481 577
    ACCRUED PAYROLL 5,096 4,705
    ACCRUED VACATION/SICK PAY 2,448 8,192


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    AVEDIS FOUNDATION
    EIN:
    73-1347360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 365,808 365,808 0 0
    OTHER PROFESSIONAL FEES 13,498 964 0 12,204
    BLUE ZONES PROJECT - CONSULTANTS 1,890,877 0 0 1,772,721


    TY 2018 TaxesSchedule
    Name:
    AVEDIS FOUNDATION
    EIN:
    73-1347360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 85,000 0 0 0