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 08-01-2018 , and ending 07-31-2019
Name of foundation
GRANT THORNTON FOUNDATION
 
% ALLISON MORAN
Number and street (or P.O. box number if mail is not delivered to street address)171 N Clark Street Suite 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60601
A Employer identification number

30-0438415
B Telephone number (see instructions)

(312) 856-0200
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$136,937J 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) 836,394
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 836,394 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
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 8,000 0 0 8,000
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,374     6,374
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,374 0 0 14,374
25 Contributions, gifts, grants paid....... 822,020 822,020
26 Total expenses and disbursements. Add lines 24 and 25 836,394 0 0 836,394
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 0
b Net investment income (if negative, enter -0-) 0
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............. 136,937 136,937 136,937
2 Savings and temporary cash investments.........      
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)..........      
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) 136,937 136,937 136,937
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 1,000 1,000
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 1,000 1,000
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............... 135,937 135,937
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)..... 135,937 135,937
31 Total liabilities and net assets/fund balances (see instructions). 136,937 136,937
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
135,937
2
Enter amount from Part I, line 27a .....................
2
0
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
135,937
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
135,937
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.)
1a
b
c
d
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
b
c
d
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
b
c
d
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 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      
2016      
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
 
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
 
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4,.............
8
 
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 0
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 0
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 0
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
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)
    bulletAL, AK, AZ, CA, CO, CT, DC, AK, FL, GA, HI, IL, KS, KY, ME, MD, MA, MI, MN, MS, MO, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WA, WV, WI
    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 ofbulletALLISON MORAN Telephone no.bullet (312) 856-0200

    Located atbullet171 N CLARK STREET SUITE 200CHICAGOIL ZIP+4bullet60601
    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
    Brad Preber Director
    1.0     		0 0 0
    171 N Clark Street Suite 200
    Chicago,IL60601
    Willis C Moore III Director
    1.0     		0 0 0
    171 N Clark Street Suite 200
    Chicago,IL60601
    Samuel W Shaw Director / Treasurer
    1.0     		0 0 0
    171 N Clark Street Suite 200
    Chicago,IL60601
    Janet Malzone Director / President
    1.0     		0 0 0
    171 N Clark Street Suite 200
    Chicago,IL60601
    Neeta Daga Secretary
    1.0     		0 0 0
    171 N Clark Street Suite 200
    Chicago,IL60601
    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
     
    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
     
    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 NONE  
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    227,639
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    227,639
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    227,639
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    3,415
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    224,224
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    11,211
    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
    11,211
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    0
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    11,211
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    11,211
    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
    11,211
    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
    836,394
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    836,394
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    836,394
    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 11,211
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:2016, 2015, 2014 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 855,846
    b From 2014...... 841,161
    c From 2015...... 892,807
    d From 2016...... 1,063,890
    e From 2017...... 1,115,880
    fTotal of lines 3a through e........ 4,769,584
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 836,394
    a Applied to 2017, but not more than line 2a 0
    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..... 11,211
    e Remaining amount distributed out of corpus 825,183
    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 5,594,767
    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......     		 
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		855,846
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		4,738,921
    10 Analysis of line 9:
    a Excess from 2014.... 841,161
    b Excess from 2015.... 892,807
    c Excess from 2016.... 1,063,890
    d Excess from 2017.... 1,115,880
    e Excess from 2018.... 825,183
    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).)
    NA
    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.
    NA
    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
    Appalachian State University Foundation Inc
    Advancement Services and Foundation
    Box 32014
    Boone,NC286082014     		N/A PC Education Institution Support 8,200
    Arizona State University Foundation
    PO Box 2260
    Tempe,AZ852802260     		N/A PC Education Institution Support 3,500
    Baruch College Fund
    1 Bernard Baruch Way
    Box A1603
    New York,NY10010     		N/A PC Education Institution Support 2,700
    Baylor University
    University Development
    One Bear Place 97050
    Waco,TX767987026     		N/A PC Education Institution Support 5,200
    Bentley University
    175 Forrest Street
    Waltham,MA02452     		N/A PC Education Institution Support 3,200
    Bob Jones University
    Office of Advancement
    1700 Wade Hampton Blvd
    Greenville,SC29614     		N/A PC Education Institution Support 2,000
    Boston College
    Office of University Advancement
    Cadigan Alumni Center 140 Commonwe
    Chestnut Hill,MA02467     		N/A PC Education Institution Support 1,250
    Bradley University
    Office of Advancement - Gift Record
    1501 W Bradley Ave
    Peoria,IL61625     		N/A PC Education Institution Support 2,000
    Brigham Young University
    LDS Philanthropies
    1450 North University Avenue
    Provo,UT84604     		N/A PC Education Institution Support 30,200
    Brown University
    Gift Cashier
    Box 1877
    Providence,RI02912     		N/A PC Education Institution Support 200
    Bryant University
    Office of Development
    1150 Douglas Pike
    Smithfield,RI02917     		N/A PC Education Institution Support 1,000
    Bryn Mawr College
    Alumnae Relations Development / H
    101 N Merion Avenue
    Bryn Mawr,PA190102899     		N/A PC Education Institution Support 500
    Cal Poly Foundation
    One Grand Avenue
    San Luis Obispo,CA93407     		N/A PC Education Institution Support 4,500
    Cal Poly Pomona Foundation
    Cal Poly Pomona Gift Processing Off
    PO Box 3121
    Pomona,CA91769     		N/A PC Education Institution Support 400
    Cal State East Bay Educational Foundation
    University Advancement
    25800 Carlos Bee Boulevard
    Hayward,CA94542     		N/A PC Education Institution Support 4,000
    Carnegie Mellon University
    PO Box 371525
    Pittsburgh,PA152517525     		N/A PC Education Institution Support 1,400
    Case Western Reserve University
    10900 Euclid Avenue
    Cleveland,OH44106     		N/A PC Education Institution Support 1,000
    Christopher Newport University Education Fndn
    Office of University Advancement
    1 Avenue of the Arts
    Newport News,VA236062998     		N/A PC Education Institution Support 100
    Clemson University Foundation
    PO Box 1889
    Clemson,SC29633     		N/A PC Education Institution Support 750
    CSU Foundation
    Union Building 501
    2121 Euclid Avenue
    Cleveland,OH44115     		N/A PC Education Institution Support 200
    Coastal Educational Foundation
    CCU Office for Philanthropy
    PO Box 261954
    Conway,SC295286054     		N/A PC Education Institution Support 200
    The College of William & Mary Foundation
    Office of University Advancement
    PO Box 8795
    Williamsburg,VA23187     		N/A PC Education Institution Support 7,200
    Colorado College
    Office of Advancement - Colorado Co
    PO Box 1117
    Colorado Springs,CO809019897     		N/A PC Education Institution Support 1,000
    Colorado State University Foundation
    PO Box 1870
    Fort Collins,CO80522     		N/A PC Education Institution Support 1,400
    Columbia University
    Columbia University Gift Systems
    622 West 113th Street MC 4524
    New York,NY10025     		N/A PC Education Institution Support 500
    Connecticut College
    Connecticut College Fund/Parents Fu
    Becker House 270 Mohegan Avenue
    New London,CT063204196     		N/A PC Education Institution Support 200
    Davidson College
    Davidson College Donor Relations
    Box 7174
    Davidson,NC28035     		N/A PC Education Institution Support 1,000
    DePaul University
    Office of Advancement
    1 East Jackson Blvd
    Chicago,IL60604     		N/A PC Education Institution Support 15,050
    Drexel University
    PO Box 8215
    Philadelphia,PA19101     		N/A PC Education Institution Support 8,000
    Duke University
    Alumni Development Records
    Box 90581
    Durham,NC277080581     		N/A PC Education Institution Support 300
    Duquesne University
    Development Office - 410B
    Fourth Floor Administration Bldg 6
    Pittsburgh,PA15282     		N/A PC Education Institution Support 1,200
    The Eastern Connecticut State University Fndn
    83 Windham Street
    Willimantic,CT06226     		N/A PC Education Institution Support 200
    Eastern Illinois University Foundation
    600 Lincoln Avenue
    Charleston,IL61920     		N/A PC Education Institution Support 1,000
    Eckerd College
    Office of Advancement
    4200 54th Avenue South
    St Petersburg,FL33711     		N/A PC Education Institution Support 1,000
    Emory University
    Office of Gift Records
    1762 Clifton Road NE Suite 1400 M
    Atlanta,GA303224001     		N/A PC Education Institution Support 1,600
    Emporia State University Foundation Inc
    Sauder Alumni Center
    1500 Highland
    Emporia,KS66801     		N/A PC Education Institution Support 1,000
    Florida Atlantic University Foundation
    Division of Institutional Advancemn
    777 Glades Road
    Boca Raton,FL33431     		N/A PC Education Institution Support 8,600
    FIU Foundation Inc
    11200 SW 8th Street
    MARC 210
    Miami,FL33199     		N/A PC Education Institution Support 2,400
    FSU Foundation Inc
    325 W College Avenue
    Tallahassee,FL32301     		N/A PC Education Institution Support 33,600
    Fordham University
    The Fordham Fund
    Joseph A Martino Hall 45 Columbus
    New York,NY10023     		N/A PC Education Institution Support 1,000
    FHSU Foundation
    PO Box 1060
    Hays,KS67601     		N/A PC Education Institution Support 250
    Fresno Pacific University
    University Advancement
    1717 S Chestnut Ave
    Fresno,CA93702     		N/A PC Education Institution Support 200
    Furman University Foundation
    3300 Poinsett Highway
    Greenville,SC29613     		N/A PC Education Institution Support 1,000
    George Mason University Foundation
    4441 George Mason Blvd
    Merten Hall Suite 2300
    Fairfax,VA22030     		N/A PC Education Institution Support 5,000
    Georgetown University
    Gift Processing
    Department Number 0734
    Washington,DC200730734     		N/A PC Education Institution Support 1,000
    Georgia State University Foundation
    PO Box 3963
    Atlanta,GA303023963     		N/A PC Education Institution Support 6,800
    Gonzaga University
    Development Office
    502 East Boone Avenue
    Spokane,WA992580098     		N/A PC Education Institution Support 1,000
    Trustees of Hamilton College
    Hamilton Annual Fund - Hamilton Col
    198 College Hill Road
    Clinton,NY13323     		N/A PC Education Institution Support 200
    Hampshire Fund
    College Advancement - Hampshire Col
    893 West Street
    Amherst,MA01002     		N/A PC Education Institution Support 300
    Hofstra University
    Office of Development
    Room 102 Hofstra Hall 101 Hofstra
    Hempstead,NY115491500     		N/A PC Education Institution Support 4,800
    Howard University
    PO Box 417853
    Boston,MA02241     		N/A PC Education Institution Support 900
    Indiana University Foundation
    PO Box 6460
    Indianapolis,IN462066460     		N/A PC Education Institution Support 18,300
    Foundation for IUP
    Sutton Hall Room 103
    1011 South Drive
    Indiana,PA157051046     		N/A PC Education Institution Support 300
    Iowa State University Foundation
    2505 University Boulevard
    PO Box 2230
    Ames,IA50010     		N/A PC Education Institution Support 1,000
    Ithaca College
    Attn Gift Processing
    953 Danby Road
    Ithaca,NY148507000     		N/A PC Education Institution Support 500
    Jacksonville University
    Office of University Advancement
    2800 University Blvd N
    Jacksonville,FL322113394     		N/A PC Education Institution Support 200
    James Madison University Foundation
    Advancement Gifts and Records
    2200 University Blvd MSC 3603
    Harrisonburg,VA22807     		N/A PC Education Institution Support 3,400
    John Carroll University
    Department of University Advancemen
    1 John Carroll Boulevard
    University Heights,OH44118     		N/A PC Education Institution Support 10,240
    Kansas State University Foundation
    1800 Kimball Ave
    Suite 200
    Manhattan,KS66502     		N/A PC Education Institution Support 3,450
    Kennesaw State University Foundation
    1000 Chastain Road NW Mailbox 9101
    Kennesaw,GA30144     		N/A PC Education Institution Support 2,300
    Kent State University Foundation
    Advancement Services and Foundation
    PO Box 5190
    Kent,OH442420001     		N/A PC Education Institution Support 4,000
    Lamar University Foundation
    PO Box 11500
    Beaumont,TX77710     		N/A PC Education Institution Support 500
    La Salle University
    1900 W Olney Ave
    Box 809
    Philadelphia,PA19141     		N/A PC Education Institution Support 200
    Lehigh University
    Information Processing
    306 South New Street Suite 500
    Bethlehem,PA180151652     		N/A PC Education Institution Support 1,500
    LSU Foundation
    3838 West Lakeshore Dr
    Baton Rouge,LA70808     		N/A PC Education Institution Support 3,200
    Louisiana Tech University Foundation
    PO Box 3183
    Ruston,LA71272     		N/A PC Education Institution Support 8,000
    Loyola University at Chicago
    820 North Michigan Avenue
    Chicago,IL606112196     		N/A PC Education Institution Support 9,750
    Lycoming College
    Lycoming Fund
    700 College Place Box 165
    Williamsport,PA17701     		N/A PC Education Institution Support 2,000
    Marian University
    Office of Advancement
    45 S National Ave
    Fond du Lac,WI549354699     		N/A PC Education Institution Support 1,000
    Marquette University
    1250 W Wisconsin Avenue
    PO Box 1881
    Milwaukee,WI532011881     		N/A PC Education Institution Support 3,200
    Miami University Foundation
    Office of University Advancement
    725 E Chestnut Street
    Oxford,OH45056     		N/A PC Education Institution Support 7,750
    Michigan State University
    University Advancement - Spartan Wa
    535 Chestnut Road Room 300
    East Lansing,MI48824     		N/A PC Education Institution Support 16,200
    Missouri State University Foundation
    Kenneth E Meyer Alumni Center
    300 South Jefferson Suite 100
    Springfield,MO65806     		N/A PC Education Institution Support 2,000
    Montclair State University Foundation
    1 Normal Avenue
    Montclair,NJ07043     		N/A PC Education Institution Support 1,000
    Moravian College
    Office of Institutional Advancement
    1200 Main Street
    Bethlehem,PA180189980     		N/A PC Education Institution Support 200
    New York University
    Office of Gift Administration
    PO Box 6706
    Hagerstown,MD21740     		N/A PC Education Institution Support 2,500
    North Carolina State University Foundation
    Attn Matching Gift Manager
    Campus Box 7474
    Raleigh,NC276957474     		N/A PC Education Institution Support 6,900
    Northeastern University
    374 Dodge Hall
    360 Huntington Avenue
    Boston,MA02115     		N/A PC Education Institution Support 3,300
    Northern Arizona University Foundation
    PO Box 4094
    Flagstaff,AZ86011     		N/A PC Education Institution Support 500
    Northern Illinois University Foundation
    PO Box 746
    DeKalb,IL601150746     		N/A PC Education Institution Support 19,100
    Northwestern Oklahoma State University
    Northwestern Foundation Alumni As
    709 Oklahoma Blvd
    Alva,OK73717     		N/A PC Education Institution Support 2,000
    Northwestern University
    Northwestern Annual Fund
    1201 Davis Street
    Evanston,IL60208     		N/A PC Education Institution Support 1,000
    Oakland University
    Gift Accounting
    507 Golf View Lane
    Rochester,MI483094401     		N/A PC Education Institution Support 500
    The Ohio State University Foundation
    1480 West Lane Avenue
    Room 125
    Columbus,OH43221     		N/A PC Education Institution Support 12,850
    Oklahoma Christian
    Attn Office of Advancement
    PO Box 11000
    Oklahoma City,OK73136     		N/A PC Education Institution Support 1,200
    Oklahoma State University Foundation
    PO Box 1749
    Stillwater,OK74076     		N/A PC Education Institution Support 23,200
    Oral Roberts University
    Office of Development
    7777 S Lewis Ave
    Tulsa,OK74171     		N/A PC Education Institution Support 5,600
    OSU Foundation
    4238 SW Research Way
    Corvallis,OR973331068     		N/A PC Education Institution Support 4,000
    Pace University
    Development and Alumni Relations
    1 Pace Plaza
    New York,NY10038     		N/A PC Education Institution Support 400
    Pennsylvania State University
    Office of Corporate and Foundation
    17 Old Main
    University Park,PA16802     		N/A PC Education Institution Support 13,700
    Pittsburg State University Foundation Inc
    PO Box 4005
    Pittsburg,KS66762     		N/A PC Education Institution Support 200
    PSU Foundation
    PO Box 243
    Portland,OR972070243     		N/A PC Education Institution Support 4,500
    Purdue University
    Purdue Foundation
    403 West Wood Street
    West Lafayette,IN479072007     		N/A PC Education Institution Support 1,000
    Rensselaer Polytechnic Institute
    Gifts Processing Center
    PO Box 3164
    Boston,MA022413164     		N/A PC Education Institution Support 500
    Rollins College Donations
    PO Box 864168
    Orlando,FL328864168     		N/A PC Education Institution Support 300
    Rutgers University Foundation
    Accounting Department
    PO Box 193
    New Brunswick,NJ089030193     		N/A PC Education Institution Support 2,000
    Saint Louis University
    DuBourg Hall Room 319
    1 North Grand Boulevard
    St Louis,MO63103     		N/A PC Education Institution Support 2,000
    University Corporation San Francisco State
    Office of University Development
    1600 Holloway Avenue Admin 153
    San Francisco,CA94132     		N/A PC Education Institution Support 1,000
    Tower Foundation of San Jose State University
    1 Washington Square CL300
    Division of University Advancement
    San Jose,CA951920183     		N/A PC Education Institution Support 1,000
    Santa Clara University
    Development Office
    500 El Camino Real
    Santa Clara,CA950531400     		N/A PC Education Institution Support 400
    Seattle University
    College of Arts Sciences Deans O
    901 12th Avenue Box 222000
    Seattle,WA981221090     		N/A PC Education Institution Support 1,000
    Siena College
    Development External Affairs
    515 Loudon Road
    Loudonville,NY12211     		N/A PC Education Institution Support 2,000
    St John's University
    8000 Utopia Parkway
    Gift Processing
    Queens,NY11439     		N/A PC Education Institution Support 4,200
    St Joseph's University
    Advancement Office
    5600 City Avenue
    Philadelphia,PA19131     		N/A PC Education Institution Support 3,700
    St Louis University
    DuBourg Hall Room 319
    1 North Grand Boulevard
    St Louis,MO63103     		N/A PC Education Institution Support 1,000
    The University at Albany Foundation
    UAB 226
    1400 Washington Avenue
    Albany,NY12222     		N/A PC Education Institution Support 6,000
    Plattsburgh College Foundation
    101 Broad Street
    Plattsburgh,NY12901     		N/A PC Education Institution Support 200
    Stevens Institute of Technology
    Office of Development
    One Castle Point Terrace
    Hoboken,NJ07030     		N/A PC Education Institution Support 2,000
    Suffolk University
    Office of Advancement
    8 Ashburton Place
    Boston,MA021082770     		N/A PC Education Institution Support 2,500
    Syracuse University
    Office of Development
    820 Comstock Avenue
    Syracuse,NY13244     		N/A PC Education Institution Support 1,000
    Temple University
    Institutional Advancement at Temple
    100 Sullivan Hall 1330 Polett Walk
    Philadelphia,PA19122     		N/A PC Education Institution Support 3,500
    Texas A&M Foundation
    401 George Bush Drive
    College Station,TX77840     		N/A PC Education Institution Support 9,200
    Texas Christian University
    TCU Development Office
    TCU Box 297044
    Fort Worth,TX76129     		N/A PC Education Institution Support 1,000
    Texas State
    Texas State University Advancement
    601 University Drive JC Kellam Ro
    San Marcos,TX78666     		N/A PC Education Institution Support 400
    Texas Tech Foundation
    Office of Institutional Advancement
    PO Box 45025
    Lubbock,TX794091081     		N/A PC Education Institution Support 4,600
    Truman State University Foundation
    Office of Advancement
    McClain Hall 205 100 E Normal Ave
    Kirksville,MO635014221     		N/A PC Education Institution Support 200
    Tulane University
    PO Box 61075
    New Orleans,LA701619986     		N/A PC Education Institution Support 4,000
    Tyler Lynch Foundation
    27777 Franklin Road Suite 800
    Southfield,MI48034     		N/A PC General Support 6,360
    The University of Akron Foundation
    Dept of Development
    Infocision Stadium Suite 200
    Akron,OH443252603     		N/A PC Education Institution Support 5,950
    University of Arizona Foundation
    301 McClelland Hall
    Accounting Department
    Tucson,AZ85718     		N/A PC Education Institution Support 6,800
    University of Baltimore Foundation
    Attn Office of Annual Giving and S
    1130 North Charles Street
    Baltimore,MD21201     		N/A PC Education Institution Support 2,000
    The UCI Foundation
    UC Irvine Gift Administration
    University Advancement 100 Theory
    Irvine,CA92617     		N/A PC Education Institution Support 230
    University of California Los Angeles Foundation
    110 Westwood Plaza Suite F301
    Box 951481
    Los Angeles,CA90095     		N/A PC Education Institution Support 4,500
    University of Central Florida Foundation
    12424 Research Parkway Suite 250
    Orlando,FL32826     		N/A PC Education Institution Support 6,000
    University of Central Oklahoma Foundation
    100 N University Drive Box 133
    Edmond,OK73034     		N/A PC Education Institution Support 4,300
    University of Cincinnati Foundation
    PO Box 19970
    Cincinnati,OH452190970     		N/A PC Education Institution Support 9,900
    University of Colorado Foundation
    10901 W 120th Avenue 200
    Broomfield,CO80021     		N/A PC Education Institution Support 4,300
    The University of Connecticut Foundation Inc
    2390 Alumni Drive Unit 3206
    Storrs,CT062693206     		N/A PC Education Institution Support 5,000
    University of Dallas
    Office of Advancement
    1845 E Northgate Drive
    Irving,TX75062     		N/A PC Education Institution Support 200
    University of Dayton
    300 College Park Center
    Dayton,OH454697056     		N/A PC Education Institution Support 6,000
    University of Delaware
    Development and Alumi Relations
    83 East Main Street 3rd Floor
    Newark,DE19716     		N/A PC Education Institution Support 2,000
    University of Denver
    2190 East Asbury Ave
    Denver,CO80208     		N/A PC Education Institution Support 1,000
    University of Florida Foundation
    1938 West University Ave
    PO Box 14425
    Gainesville,FL32604     		N/A PC Education Institution Support 15,700
    The University of Georgia Foundation
    394 South Milledge Avenue Suite 10
    Athens,GA306025582     		N/A PC Education Institution Support 11,500
    University of Hawaii Foundation
    PO Box 11270
    Honolulu,HI968280270     		N/A PC Education Institution Support 1,000
    University of Houston
    Donor Alumni Records
    PO Box 867
    Houston,TX770010867     		N/A PC Education Institution Support 1,400
    University of Houston- Downtown
    University of Advancement
    One Main Street S990
    Houston,TX77002     		N/A PC Education Institution Support 500
    University of Illinois Foundation
    Gift Administration
    1305 West Green Street
    Urbana,IL61801     		N/A PC Education Institution Support 32,150
    University of Illinois at Chicago
    Office of the Vice Chancellor for A
    601 S Morgan St MC002
    Chicago,IL60607     		N/A PC Education Institution Support 2,400
    University of Kansas - KUEA
    KU Endowment
    PO Box 928
    Lawrence,KS66044     		N/A PC Education Institution Support 6,500
    University of Maryland College Park Foundation
    Office of Gift Acceptance
    4603 Calvert Road
    College Park,MD207403421     		N/A PC Education Institution Support 900
    University of Massachsuetts Amherst
    Records and Gifts Processing Memor
    134 Hicks Way
    Amherst,MA01003     		N/A PC Education Institution Support 4,200
    UMass Boston Fund
    University Advancement
    Quinn Building First Floor 100 Mo
    Boston,MA021253393     		N/A PC Education Institution Support 1,000
    University of Miami
    Advancement Division
    PO Box 025388
    Coral Gables,FL33102     		N/A PC Education Institution Support 9,200
    University of Michigan Foundation
    Office of University Development
    3003 South State Street
    Ann Arbor,MI48109     		N/A PC Education Institution Support 3,200
    University of Minnesota Foundation
    McNamara Alumni Center
    200 East Oak St SE Suite 500
    Minneapolis,MN554552010     		N/A PC Education Institution Support 7,900
    University of Missouri
    Trulaske College of Business
    408 Cornell Hall
    Columbia,MO65211     		N/A PC Education Institution Support 5,100
    University of Nebraska Foundation
    1010 Lincoln Mall Suite 300
    Lincoln,NE68508     		N/A PC Education Institution Support 2,000
    University of Nevada Reno Foundation
    Financial Services and Records
    University of Nevada Reno Mail St
    Reno,NV895570162     		N/A PC Education Institution Support 2,000
    University of North Carolina at Chapel Hill
    Matching Gift
    PO Box 309
    Chapel Hill,NC275140309     		N/A PC Education Institution Support 14,600
    University of North Carolina Charlotte Foundation
    Office of University Development
    9201 University City Blvd
    Charlotte,NC28223     		N/A PC Education Institution Support 25,200
    University of North Carolina- Greensboro
    Advancement Services
    PO Box 26170
    Greensboro,NC27402     		N/A PC Education Institution Support 3,000
    University of North Carolina- Wilmington
    UNCW Division for University Advanc
    601 South College Road
    Wilmington,NC284035905     		N/A PC Education Institution Support 200
    UNF Foundation
    Alumni Hall
    1 UNF Drive
    Jacksonville,FL32224     		N/A PC Education Institution Support 500
    University of North Texas Foundation
    1155 Union Circle 311250
    Denton,TX762035017     		N/A PC Education Institution Support 15,700
    University of Notre Dame Foundation
    ATTN Matching Gifts
    1100 Grace Hall
    Notre Dame,IN465565612     		N/A PC Education Institution Support 15,450
    University of Oklahoma Foundation
    100 Timberdell Road
    Norman,OK73019     		N/A PC Education Institution Support 15,000
    University of Oregon Foundation
    1720 E 13th Avenue Suite 410
    Eugene,OR97403     		N/A PC Education Institution Support 5,000
    The Trustees of the University of Pennsylvania
    Gifts Accounting Administration
    3451 Walnut Street Room 433
    Philadelphia,PA191046208     		N/A PC Education Institution Support 5,800
    University of Richmond
    Advancement Data Services Richmond
    28 Westhampton Way
    Richmond,VA23173     		N/A PC Education Institution Support 2,200
    University of San Diego
    5998 Alcala Park
    San Diego,CA92110     		N/A PC Education Institution Support 2,000
    University of San Francisco
    Office of Development Services
    University of San Francisco 2130 F
    San Francisco,CA941171050     		N/A PC Education Institution Support 3,000
    University of South Carolina Education Foundation
    Office of Gift Processing
    1027 Barnwell Street
    Columbia,SC29208     		N/A PC Education Institution Support 10,550
    University of South Florida Foundation
    4202 E Fowler Ave
    ALC100
    Tampa,FL33620     		N/A PC Education Institution Support 11,300
    University of Southern California
    University Advancement
    3551 Trousdale Parkway Suite 160
    Los Angeles,CA900894017     		N/A PC Education Institution Support 7,500
    The University of Texas at Austin
    University Development Office
    PO Box 7458
    Austin,TX787137458     		N/A PC Education Institution Support 4,850
    University of Texas at Dallas
    Office of Development and Alumni Re
    800 W Campbell Road
    Richardson,TX75080     		N/A PC Education Institution Support 5,400
    University of Tulsa
    800 S Tucker Dr
    Tulsa,OK74104     		N/A PC Education Institution Support 4,400
    University of Utah
    Development Office
    PO Box 410481
    Salt Lake City,UT841081238     		N/A PC Education Institution Support 10,000
    University of Virginia Office of Advancement
    UVA Gift Processing Services
    PO Box 400331
    Charlottesville,VA229044331     		N/A PC Education Institution Support 200
    University of Washington Foundation
    Corporate and Foundation Relations
    4333 Brooklyn Avenue NE - Box 3595
    Seattle,WA98195     		N/A PC Education Institution Support 5,000
    University of Wisconsin Foundation
    1848 University Avenue
    Madison,WI53726     		N/A PC Education Institution Support 3,640
    University of Wisconsin Oshkosh Foundation
    625 Pearl Ave
    Oshkosh,WI539013556     		N/A PC Education Institution Support 700
    UW Whitewater Foundation
    800 West Main Street
    Whitewater,WI53190     		N/A PC Education Institution Support 1,900
    Vanderbilt University
    Gift and Donor Services
    PMB 407727 2301 Vanderbilt Place
    Nashville,TN372407727     		N/A PC Education Institution Support 1,000
    Villanova University
    Office of Development
    800 E Lancaster Avenue
    Villanova,PA19085     		N/A PC Education Institution Support 3,700
    Virginia Tech Foundation
    902 Prices Fork Road University Ga
    Rm 4601
    Blacksburg,VA24061     		N/A PC Education Institution Support 3,700
    Wake Forest University
    Office of University Advancement
    PO Box 7227
    WinstonSalem,NC27109     		N/A PC Education Institution Support 13,100
    Walsh College Foundation
    3838 Livernois Road
    PO Box 7006
    Troy,MI48007     		N/A PC Education Institution Support 1,700
    West Virginia University Foundation
    One Waterfront Place 7th Floor
    PO Box 1650
    Morgantown,WV265071650     		N/A PC Education Institution Support 1,000
    Western Illinois University Foundation
    Western Illinois University
    1 University Circle
    Macomb,IL614551390     		N/A PC Education Institution Support 2,000
    Western Washington University Foundation
    516 High Street MS 9034
    Bellingham,WA98225     		N/A PC Education Institution Support 600
    Westminster College
    1840 S 1300 East
    Salt Lake City,UT84105     		N/A PC Education Institution Support 5,500
    Wheaton College
    Wheaton College Advancement
    501 College Avenue
    Wheaton,IL60187     		N/A PC Education Institution Support 1,050
    Whitman College
    Whitman College Annual Fund
    345 Boyer Ave
    Walla Walla,WA993622083     		N/A PC Education Institution Support 500
    William Jewell College
    Office of Institutional Advancement
    500 College Hill Box 1032
    Liberty,MO64068     		N/A PC Education Institution Support 2,000
    Xavier University
    3800 Victory Parkway
    Cincinnati,OH452075540     		N/A PC Education Institution Support 4,400
    Yale University
    Office of Development - Contributio
    PO Box 2038
    New Haven,CT065212038     		N/A PC Education Institution Support 500
    Yeshiva University
    500 West 185th Street BH725
    New York,NY10033     		N/A PC Education Institution Support 250
    The YSU Foundation
    606 Wick Avenue
    Youngstown,OH44502     		N/A PC Education Institution Support 200
    Total .................................bullet 3a 822,020
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....          
    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 ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..      
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
     
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

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

    30-0438415
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    GRANT THORNTON FOUNDATION
          		Employer identification number
    30-0438415
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Grant Thornton LLP  
    171 North Clark Street Suite 200
     
    Chicago, IL60601

    		$ 406,854


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Warren Stippich  
    171 North Clark Street Suite 200
     
    Chicago, IL60601

    		$ 13,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    David Wedding  
    201 S College Street Suite 2500
     
    Charlotte, NC28244

    		$ 11,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    George Krull  
    171 North Clark Street Suite 200
     
    Chicago, IL60601

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    Donald Corbett  
    520 Pike Street Suite 2800
     
    Seattle, WA98101

    		$ 7,200


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    John Meinders  
    2431 E 61st Street Suite 500
     
    Tulsa, OK74136

    		$ 6,950


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    GRANT THORNTON FOUNDATION
          		Employer identification number
    30-0438415
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    Doreen Griffith  
    1717 Main Street Suite 1800
     
    Dallas, TX75201

    		$ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    Mark Arrigo  
    1100 Peachtree Street Suite 1200
     
    Atlanta, GA30309

    		$ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    James Maurer  
    171 North Clark Street Suite 200
     
    Chicago, IL60601

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    Mark Stutman  
    2001 Market Street Suite 700
     
    Philadelphia, PA19103

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    Janet Malzone  
    171 North Clark Street Suite 200
     
    Chicago, IL60601

    		$ 5,000


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

    		$  


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

    30-0438415
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    GRANT THORNTON FOUNDATION
          		Employer identification number

    30-0438415
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    GRANT THORNTON FOUNDATION
    EIN:
    30-0438415
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,000     8,000

    TY 2018 AllOthProgRltdInvestmentsSch
    Name:
    GRANT THORNTON FOUNDATION
    EIN:
    30-0438415
    Category Amount
    NONE  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    GRANT THORNTON FOUNDATION
    EIN:
    30-0438415
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2018 OtherExpensesSchedule
    Name:
    GRANT THORNTON FOUNDATION
    EIN:
    30-0438415
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REGISTRATION FEES 4,552     4,552
    BANK FEES 1,822     1,822