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 01-01-2018 , and ending 12-31-2018
Name of foundation
BRUCE G GEARY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)698 FOREST AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STATEN ISLAND, NY10310
A Employer identification number

20-8075415
B Telephone number (see instructions)

(718) 720-2200
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$23,029,072J 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 37,256 37,256  
4 Dividends and interest from securities... 393,488 387,600  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,006,889
b Gross sales price for all assets on line 6a 16,969,638
7 Capital gain net income (from Part IV, line 2)... 2,006,889
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 -38,869    
12 Total. Add lines 1 through 11........ 2,398,764 2,431,745  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 260,000 130,000   130,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 30,000 30,000    
c Other professional fees (attach schedule).... Click to see attachment 322,418 315,986   6,432
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,538 8,538    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 13,800     13,800
21 Travel, conferences, and meetings....... 2,453     2,453
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,421     3,421
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 640,630 484,524   156,106
25 Contributions, gifts, grants paid....... 1,110,000 1,110,000
26 Total expenses and disbursements. Add lines 24 and 25 1,750,630 484,524   1,266,106
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 648,134
b Net investment income (if negative, enter -0-) 1,947,221
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 595,802 595,084 595,084
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 20,205,370 Click to see attachment20,857,083 22,433,988
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) 20,801,172 21,452,167 23,029,072
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
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............... 6,123,464 5,862,521
26 Permanently restricted............... 14,677,708 15,589,646
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)..... 20,801,172 21,452,167
31 Total liabilities and net assets/fund balances (see instructions). 20,801,172 21,452,167
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
20,801,172
2
Enter amount from Part I, line 27a .....................
2
648,134
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,861
4
Add lines 1, 2, and 3 ..........................
4
21,452,167
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
21,452,167
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 MORGAN STANLEY ACCT 235 164873 767 P 2018-06-30 2018-12-31
b MORGAN STANLEY ACCT 235 164879 767 P 2017-12-30 2018-12-31
c MORGAN STANLEY ACCT 235 164873 767 P 2017-12-30 2018-12-31
d MORGAN STANLEY ACCT 235 164879 767 P 2017-12-30 2018-12-31
e MORGAN STANLEY ACCT 235 164873 767 P 2017-12-30 2018-12-31
MORGAN STANLEY ACCT 235 164874 767 P 2017-12-30 2018-12-31
MORGAN STANLEY ACCT 235 164875 767 P 2018-06-30 2018-12-31
MORGAN STANLEY ACCT 235 164875 767 P 2017-12-30 2018-12-31
MORGAN STANLEY ACCT 235 164876 767 P 2018-06-30 2018-12-31
MORGAN STANLEY ACCT 235 164876 767 P 2017-12-30 2018-12-31
MORGAN STANLEY ACCT 235 164877 767 P 2018-06-30 2018-12-31
MORGAN STANLEY ACCT 235 164877 767 P 2017-12-30 2018-12-31
MORGAN STANLEY ACCT 235 164877 767 P 2017-12-30 2018-12-31
MORGAN STANLEY ACCT 235 164878 767 P 2018-06-30 2018-12-31
MORGAN STANLEY ACCT 235 164878 767 P 2017-12-30 2018-12-31
MORGAN STANLEY ACCT 235 164878 767 P 2017-12-30 2018-12-31
MORGAN STANLEY ACCT 235 164879 767 P 2018-06-30 2018-12-31
(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 39,370   41,184 -1,814
b 308,289   266,777 41,512
c 769,814   609,017 160,797
d 90,609   53,325 37,284
e 345,478   163,245 182,233
660,072   486,510 173,562
9,557,632   9,172,137 385,495
3,339,488   2,572,110 767,378
160,446   164,325 -3,879
949,897   767,169 182,728
38,520   37,233 1,287
178,811   146,236 32,575
13,239   4,147 9,092
29,816   27,578 2,238
370,940   328,997 41,943
16,441   9,029 7,412
113,869   113,730 139
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       -1,814
b       41,512
c       160,797
d       37,284
e       182,233
      173,562
      385,495
      767,378
      -3,879
      182,728
      1,287
      32,575
      9,092
      2,238
      41,943
      7,412
      139
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 2,006,889
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 3 383,466
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,116,751 23,244,239 0.048044
2016 1,123,100 22,456,274 0.050013
2015 1,142,641 23,122,240 0.049417
2014 990,278 23,894,686 0.041443
2013 989,145 21,522,151 0.045959
2
Total of line 1, column (d) .....................
2
0.234876
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
0.046975
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
23,859,405
5
Multiply line 4 by line 3......................
5
1,120,796
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
19,472
7
Add lines 5 and 6........................
7
1,140,268
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,266,106
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 19,472
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 19,472
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 19,472
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 13,616
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.............. Part VI Line 7 - Tax Paid with the Original Return: 25368 7 38,984
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 40
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 19,472
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 19,472
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$   (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 ofbulletRAYMOND J PEZZOLI ESQ Telephone no.bullet (718) 720-2200

    Located atbullet698 FOREST AVENUESTATEN ISLANDNY ZIP+4bullet10310
    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
     
    No
    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
    RAYMOND J PEZZOLI PRESIDENT
    10.00     		70,000 0 0
    698 FOREST AVENUE
    STATEN ISLAND,NY10310
    JOHN KOSINSKI DIRECTOR
    3.00     		50,000 0 0
    29 HAUGHWOUT AVENUE
    STATEN ISLAND,NY10302
    MATTHEW SMITH SECRETARY/TR
    5.00     		70,000 0 0
    49 CLOVE LAKE PLACE
    STATEN ISLAND,NY10310
    CATHY CARLSON VICE PRESIDE
    5.00     		70,000 0 0
    192 SLOSSON AVENUE
    STATEN ISLAND,NY10314
    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
    23,008,836
    b
    Average of monthly cash balances.......................
    1b
    595,443
    c
    Fair market value of all other assets (see instructions)................
    1c
    618,467
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,222,746
    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
    24,222,746
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    363,341
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    23,859,405
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,192,970
    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
    1,192,970
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    19,472
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,472
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,173,498
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,173,498
    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
    1,173,498
    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
    1,266,106
    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
    1,266,106
    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
    19,472
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,246,634
    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 1,173,498
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 1,108,702
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,266,106
    a Applied to 2017, but not more than line 2a 1,108,702
    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..... 157,404
    e Remaining amount distributed out of corpus  
    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  
    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 ..........     		1,016,094
    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 ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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
    AMERICA'S VETDOGS THE VETERAN'S K-9
    AMERICA'S VETDOGS THE VETERAN'S K-9
    1675 RICHMOND ROAD
    1675 RICHMOND ROAD
    STATEN ISLAND,NY10304     		    CARE AND SUPPORT OF HOMELESS ANIMALS 10,000
    ANGELS ON A LEASH THERAPY DOG PROGR
    ANGELS ON A LEASH THERAPY DOG PROGR
    725 S WAHANNA ROAD
    725 S WAHANNA ROAD
    SEASIDE,OR97138     		    CARE AND SUPPORT OF HOMELESS ANIMALS 20,000
    ANIMAL MEDICAL CENTER
    ANIMAL MEDICAL CENTER
    510 EAST 62ND STREET
    510 EAST 62ND STREET
    NEW YORK,NY10065     		    CARE AND SUPPORT OF HOMELESS ANIMALS 20,000
    ANIMAL RESCUE AID
    ANIMAL RESCUE AID
    8343 ROSWELL ROAD 405
    8343 ROSWELL ROAD 405
    ATLANTA,GA30350     		    CARE AND SUPPORT OF HOMELESS ANIMALS 7,500
    ANIMALS FOR ADOPTION
    ANIMALS FOR ADOPTION
    4628 ROUTE 209
    4628 ROUTE 209
    ACCORD,NY12404     		    CARE AND SUPPORT OF HOMELESS ANIMALS 5,000
    ATLANTIC WHITE SHARK CONSERVANCY
    ATLANTIC WHITE SHARK CONSERVANCY
    PO BOX 66
    PO BOX 66
    CHATHAM,MA02633     		    CARE AND SUPPORT OF HOMELESS ANIMALS 30,000
    BEYOND NINE CAT RESCUE INC
    BEYOND NINE CAT RESCUE INC
    2316 CYPRESSBENDDR S 320
    2316 CYPRESSBENDDR S 320
    POMPANO BEACH,FL33069     		    CARE AND SUPPORT OF HOMELESS ANIMALS 2,500
    BIDE-A-WEE
    BIDE-A-WEE
    118 OLD COUNTRY ROAD
    118 OLD COUNTRY ROAD
    WEST HAMPTON,NY11977     		    CARE AND SUPPORT OF HOMELESS ANIMALS 30,000
    CANINE COMPANION FOR INDEPENDENCE
    CANINE COMPANION FOR INDEPENDENCE
    286 MIDDLE ISLAND ROAD
    286 MIDDLE ISLAND ROAD
    MEDFORD,NY11763     		    CARE AND SUPPORT OF HOMELESS ANIMALS 10,000
    CATS EXCLUSIVE INC
    CATS EXCLUSIVE INC
    6350 WEST ATLANTIC BOULEV
    6350 WEST ATLANTIC BOULEV
    MARGATE,FL33063     		    CARE AND SUPPORT OF HOMELESS ANIMALS 12,500
    CHEETAH CONSERVATION FUND
    CHEETAH CONSERVATION FUND
    PO BOX 2496
    PO BOX 2496
    ALEXANDRIA,VA22301     		    CARE AND SUPPORT OF HOMELESS ANIMALS 30,000
    COLUMBIA GREENE-HUMANE SOCSPCA
    COLUMBIA GREENE-HUMANE SOC/SPCA
    125 HUMANE SOCIETY ROAD
    125 HUMANE SOCIETY ROAD
    HUDSON,NY12534     		    CARE AND SUPPORT OF HOMELESS ANIMALS 20,000
    COMPANION ANIMAL PROTECTION SOCIETY
    COMPANION ANIMAL PROTECTION SOCIETY
    759 CJC HIGHWAY 32
    759 CJC HIGHWAY 32
    COHASSET,MA02025     		    CARE AND SUPPORT OF HOMELESS ANIMALS 5,000
    COROLLA WILD HORSE FUND
    COROLLA WILD HORSE FUND
    PO BOX 361
    PO BOX 361
    COROLLA,NC27927     		    CARE AND SUPPORT OF HOMELESS ANIMALS 20,000
    FARMS SANCTUARY
    FARMS SANCTUARY
    PO BOX 150
    PO BOX 150
    WATKINS GLEN,NY14891     		    CARE AND SUPPORT OF HOMELESS ANIMALS 25,000
    GOOD DOG FOUNDATION
    GOOD DOG FOUNDATION
    PO BOX 1484
    PO BOX 1484
    NEW YORK,NY10276     		    CARE AND SUPPORT OF HOMELESS ANIMALS 30,000
    GREEN CHIMNEYS
    GREEN CHIMNEYS
    400 DOANSBURG ROAD
    400 DOANSBURG ROAD
    BREWSTER,NY10509     		    CARE AND SUPPORT OF HOMELESS ANIMALS 17,500
    GUARDIANS OF RESCUE INC
    GUARDIANS OF RESCUE INC
    34 EAST MAIN STREET STE 3
    34 EAST MAIN STREET STE 3
    SMITHTOWN,NY11787     		    CARE AND SUPPORT OF HOMELESS ANIMALS 20,000
    HUMANE SOCIETY OF ROME INC
    HUMANE SOCIETY OF ROME INC
    6247 LAMPHEAR ROAD
    6247 LAMPHEAR ROAD
    ROME,NY13440     		    CARE AND SUPPORT OF HOMELESS ANIMALS 20,000
    LIBERTY HUMANE SOCIETY
    LIBERTY HUMANE SOCIETY
    235 JERSEY CITY BLVD
    235 JERSEY CITY BLVD
    JERSEY CITY,NJ07305     		    CARE AND SUPPORT OF HOMELESS ANIMALS 20,000
    LIFESTYLES FOR THE DISABLED INC
    LIFESTYLES FOR THE DISABLED INC
    930 WILLOWBROOK RD BL 12G
    930 WILLOWBROOK RD BL 12G
    STATEN ISLAND,NY10314     		    CARE AND SUPPORT OF HOMELESS ANIMALS 5,000
    LITTLE SHELTER ANIMAL RESCUE
    LITTLE SHELTER ANIMAL RESCUE
    33 WARNER ROAD
    33 WARNER ROAD
    HUNTINGTON,NY11743     		    CARE AND SUPPORT OF HOMELESS ANIMALS 15,000
    LOGGERHEAD MARINE LIFE CENTER INC
    LOGGERHEAD MARINE LIFE CENTER INC
    14200 US HIGHWAY ONE
    14200 US HIGHWAY ONE
    JUNO BEACH,FL33408     		    CARE AND SUPPORT OF HOMELESS ANIMALS 36,500
    LONG ISLAND BULLDOG RESCUE INC
    LONG ISLAND BULLDOG RESCUE INC
    PO BOX 239
    PO BOX 239
    STONEY BROOK,NY11790     		    CARE AND SUPPORT OF HOMELESS ANIMALS 10,000
    LOUIE'S LEGACY ANIMAL RESCUE INC
    LOUIE'S LEGACY ANIMAL RESCUE INC
    197 FILMORE STREET APT A
    197 FILMORE STREET APT A
    STATEN ISLAND,NY10301     		    CARE AND SUPPORT OF HOMELESS ANIMALS 30,000
    MEMORIAL SLOAN KETTERING CANCER CEN
    MEMORIAL SLOAN KETTERING CANCER CENTER CARING CANI
    1275 YORK AVE BOX 701
    1275 YORK AVE BOX 701
    NEW YORK,NY10065     		    CARE AND SUPPORT OF HOMELESS ANIMALS 25,000
    MID ATLANTIC BULLDOG RESCUE
    MID ATLANTIC BULLDOG RESCUE
    PO BOX 155
    PO BOX 155
    BELMAR,NJ07719     		    CARE AND SUPPORT OF HOMELESS ANIMALS 12,500
    MOHAWK HUDSON HUMANE SOCIETY
    MOHAWK HUDSON HUMANE SOCIETY
    3 OAKLAND AVENUE
    3 OAKLAND AVENUE
    MENANDS,NY12204     		    CARE AND SUPPORT OF HOMELESS ANIMALS 5,000
    MR BONES & COMPANY INC
    MR BONES & COMPANY INC
    1123 BROADWAY SUITE 1003
    1123 BROADWAY SUITE 1003
    NEW YORK,NY10010     		    CARE AND SUPPORT OF HOMELESS ANIMALS 15,000
    NATIONAL EAGLE CENTER
    NATIONAL EAGLE CENTER
    50 PEMBROKE AVENUE
    50 PEMBROKE AVENUE
    WABASHA,MN55981     		    CARE AND SUPPORT OF HOMELESS ANIMALS 12,500
    NO MORE TEARS RESCUE
    NO MORE TEARS RESCUE
    34 BROOKSIDE LOOP
    34 BROOKSIDE LOOP
    STATEN ISLAND,NY10309     		    CARE AND SUPPORT OF HOMELESS ANIMALS 30,000
    NORTH SHORE ANIMAL LEAGUE OF AMERI
    NORTH SHORE ANIMAL LEAGUE OF AMERICA
    16 LEWIT STREET
    16 LEWIT STREET
    PORT WASHINGTON,NY11050     		    CARE AND SUPPORT OF HOMELESS ANIMALS 20,000
    NY SAVE ANIMALS IN VETERINARY EMERG
    NY SAVE ANIMALS IN VETERINARY EMERG
    200 WEST 54TH ST SUITE 9A
    200 WEST 54TH ST SUITE 9A
    NEW YORK,NY10019     		    CARE AND SUPPORT OF HOMELESS ANIMALS 45,000
    PALS 4 PETS RESCUE INC
    PALS 4 PETS RESCUE INC
    PO BOX 291
    PO BOX 291
    KENDALL,NY14476     		    CARE AND SUPPORT OF HOMELESS ANIMALS 10,000
    PAWS UNITE PEOPLE
    PAWS UNITE PEOPLE
    252 LOCUST DRIVE
    252 LOCUST DRIVE
    ROCKY POINT,NY11778     		    CARE AND SUPPORT OF HOMELESS ANIMALS 10,000
    PET LOVERS UNITED TOGETHER AS ONE
    PET LOVERS UNITED TOGETHER AS ONE
    568 DRUMGOOLE ROAD WEST
    568 DRUMGOOLE ROAD WEST
    STATEN ISLAND,NY10312     		    CARE AND SUPPORT OF HOMELESS ANIMALS 30,000
    PIKE COUNTY HUMANE SOCIETY
    PIKE COUNTY HUMANE SOCIETY
    PO BOX 255
    PO BOX 255
    MILFORD,PA18337     		    CARE AND SUPPORT OF HOMELESS ANIMALS 20,000
    PRIDE CENTER-PROUD PU
    PRIDE CENTER-PROUD PUPPY
    25 VICTORY BLVD 3RD FL
    25 VICTORY BLVD 3RD FL
    STATEN ISLAND,NY10301     		    CARE AND SUPPORT OF HOMELESS ANIMALS 40,000
    SI CHILDREN'S MUSEUM
    SI CHILDREN'S MUSEUM
    100 RICHMOND TERRACE
    100 RICHMOND TERRACE
    STATEN ISLAND,NY10301     		    CARE AND SUPPORT OF HOMELESS ANIMALS 10,000
    SI COUNCEL FOR ANIMAL WELFARE-SEC
    SI COUNCEL FOR ANIMAL WELFARE-SECOR
    610 SINCLAIR AVE
    610 SINCLAIR AVE
    STATEN ISLAND,NY10312     		    CARE AND SUPPORT OF HOMELESS ANIMALS 35,000
    SI RECREATIONAL ASSN INC-HOOPH
    SI RECREATIONAL ASSN INC-HOOPH
    86 ELMWOOD PLACE
    86 ELMWOOD PLACE
    STATEN ISLAND,NY10301     		    CARE AND SUPPORT OF HOMELESS ANIMALS 25,000
    SI ZOOLOGICAL SOCIETY INC
    SI ZOOLOGICAL SOCIETY INC
    614 BROADWAY
    614 BROADWAY
    STATEN ISLAND,NY10310     		    CARE AND SUPPORT OF HOMELESS ANIMALS 141,000
    SOPHIE'S CIRCLE INC
    SOPHIE'S CIRCLE INC
    933 BELVILLE RD 102J
    933 BELVILLE RD 102J
    SOUTH DAYTONA,FL32119     		    CARE AND SUPPORT OF HOMELESS ANIMALS 10,000
    STATEN ISLAND HOPE ANIMAL RESCUE
    STATEN ISLAND HOPE ANIMAL RESCUE
    PO BOX 30351
    PO BOX 30351
    STATEN ISLAND,NY10303     		    CARE AND SUPPORT OF HOMELESS ANIMALS 20,000
    THE ASSOC HUMANE SOC INC-POPCORN
    THE ASSOC HUMANE SOC INC-POPCORN ZOO
    PO BOX 43
    PO BOX 43
    FORKED RIVER,NJ08731     		    CARE AND SUPPORT OF HOMELESS ANIMALS 20,000
    THERAPY DOG PROGRAM RONALD MCDONALD
    THERAPY DOG PROGRAM RONALS MCDONALD
    405 EAST 73RD ST
    405 EAST 73RD ST
    NEW YORK,NY10021     		    CARE AND SUPPORT OF HOMELESS ANIMALS 10,000
    TIGER HAVEN INC - K9 LIFELINE RESCU
    TIGER HAVEN INC - K9 LIFELINBE RESCUE
    237 HARVEY ROAD
    237 HARVEY ROAD
    KINGSTON,TN37763     		    CARE AND SUPPORT OF HOMELESS ANIMALS 15,000
    VICTORY 4 THE VOICELESS
    VICTORY 4 THE VOICELESS
    112 32ND STREET
    112 32ND STREET
    BROOKLYN,NY11232     		    CARE AND SUPPORT OF HOMELESS ANIMALS 10,000
    WILD BIRD FUND INC
    WILD BIRD FUND INC
    59 WEST 88TH ST
    59 WEST 88TH ST
    NEW YORK,NY10024     		    CARE AND SUPPORT OF HOMELESS ANIMALS 25,000
    WOODSTOCK FARM SANCTUARY
    WOODSTOCK FARM SANCTUARY
    2 RESCUE ROAD
    2 RESCUE ROAD
    HIGH FALLS,NY12440     		    CARE AND SUPPORT OF HOMELESS ANIMALS 5,000
    YORKIE 911 RESCUE INC
    YORKIE 911 RESCUE INC
    212 E 4TH STREET
    212 E 4TH STREET
    DEER PARK,NY11729     		    CARE AND SUPPORT OF HOMELESS ANIMALS 10,000
    BIG CAT HABITAT & GULF COAST SANCTU
    BIG CAT HABITAT & GULF COAST SANCTUARY
    7101 PALMER BOULEVARD
    7101 PALMER BOULEVARD
    SARASOTA,FL34240     		    CARE AND SUPPORT OF HOMELESS ANIMALS 10,000
    HUMANE SOCIETY OF VENTURA COUNTY
    HUMANE SOCIETY OF VENTURA COUNTY
    PO BOX 297
    PO BOX 297
    OJAI,CA93024     		    CARE AND SUPPORT OF HOMELESS ANIMALS 10,000
    RESCUE DOGS RESCUE SOLDERS
    RESCUE DOGS RESCUE SOLDERS
    PO BOX 326
    PO BOX 326
    CHERRY VALLEY,NY13320     		    CARE AND SUPPORT OF HOMELESS ANIMALS 17,500
    URBAN RESOURCE INSTITUTE
    URBAN RESOURCE INSTITUTE
    75 BROAD ST SUITE 505
    75 BROAD ST SUITE 505
    NEW YORK,NY10004     		    CARE AND SUPPORT OF HOMELESS ANIMALS 10,000
    Total .................................bullet 3a 1,110,000
    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 ...........     		    14 37,256  
    4 Dividends and interest from securities....     14 393,488  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -13,093 2,019,982
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPOYDRAS ST FINANCE LP ORDIN     		    17 -3,371  
    bPOYDRAS ST FINANCE LP INST     17 -35,498  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   378,782 2,019,982
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,398,764
    (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:  
    Part VI Line 7 - Tax Paid with the Original Return: 25,368


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    BRUCE G GEARY FOUNDATION
    EIN:
    20-8075415
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      30,000 30,000    

    TY 2018 InvestmentsOtherSchedule2
    Name:
    BRUCE G GEARY FOUNDATION
    EIN:
    20-8075415
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MARKETABLE SECURITIES AT COST 20,174,926 21,801,140
    POYDRAS ST FINANCE LP AT COST 566,136 566,136
    POYDRAS GAMING FINANCE CORP AT COST 116,021 66,712

    TY 2018 OtherExpensesSchedule
    Name:
    BRUCE G GEARY FOUNDATION
    EIN:
    20-8075415
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    NY AG FILING FEE 750     750
    INSURANCE EXPENSE 2,671     2,671


    TY 2018 OtherIncomeSchedule2
    Name:
    BRUCE G GEARY FOUNDATION
    EIN:
    20-8075415
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    POYDRAS ST FINANCE LP ORDINAR -3,371    
    POYDRAS ST FINANCE LP INSTAL -35,498    


    TY 2018 OtherIncreasesSchedule
    Name:
    BRUCE G GEARY FOUNDATION
    EIN:
    20-8075415
    Description Amount
    ESTATE OF BRUCE G GEARY PRINC 2,000
    BOOK INCOME DIFFERENCE 861


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    BRUCE G GEARY FOUNDATION
    EIN:
    20-8075415
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 321,621 315,189   6,432
    DE FILING FEES 797 797    


    TY 2018 TaxesSchedule
    Name:
    BRUCE G GEARY FOUNDATION
    EIN:
    20-8075415
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 1,876 1,876    
    CURRENT FEDERAL TAX ESTIMATE 6,637 6,637    
    DELAWARE ANNUAL FRANCHISE FEE 25 25