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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 10-01-2019 , and ending 09-30-2020
Name of foundation
FUND FOR EUROPEAN SCOUTING XXXXX6001
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

13-6804976
B Telephone number (see instructions)

(800) 496-2583
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$28,639,011J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 650,349 650,349  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 768,796
b Gross sales price for all assets on line 6a 7,842,536
7 Capital gain net income (from Part IV, line 2)... 768,796
8 Net short-term capital gain......... 0
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 7,442    
12 Total. Add lines 1 through 11........ 1,426,587 1,419,145  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 183,813 99,536   84,277
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 22,585 8,069   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 206,398 107,605 0 84,277
25 Contributions, gifts, grants paid....... 1,471,423 1,471,423
26 Total expenses and disbursements. Add lines 24 and 25 1,677,821 107,605 0 1,555,700
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -251,234
b Net investment income (if negative, enter -0-) 1,311,540
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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......... 467,960 309,121 309,121
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 16,906,755 Click to see attachment15,656,199 21,067,561
c Investments—corporate bonds (attach schedule)....... 4,386,719 Click to see attachment5,954,332 6,385,254
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,300,197 Click to see attachment891,481 877,075
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) 23,061,631 22,811,133 28,639,011
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 23,061,631 22,811,133
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 23,061,631 22,811,133
30 Total liabilities and net assets/fund balances (see instructions). 23,061,631 22,811,133
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
23,061,631
2
Enter amount from Part I, line 27a .....................
2
-251,234
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
739
4
Add lines 1, 2, and 3 ..........................
4
22,811,136
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,811,133
Form 990-PF (2019)
Form 990-PF (2019)
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 302. DISNEY WALT CO     2019-10-25
b 75. ACCENTURE PLC     2019-10-25
c 97. ACCENTURE PLC     2019-10-28
d 8102.597 EDGEWOOD GROWTH FUND   2010-02-25 2019-11-04
e 1746. ISHARES MISCI EAFE INDEX FUND   2017-01-13 2019-11-04
15144.522 NEUBERGER BERMAN MULTI CAP   2011-08-15 2019-11-04
34. ABBVIE INC   2019-09-16 2019-11-05
17. ADOBE SYS INC   2012-11-05 2019-11-05
17. ALEXION PHARMACEUTICALS INC   2019-03-14 2019-11-05
12. ALPHABET INC-CL C   2019-10-25 2019-11-05
2. ALPHABET INC-CL C   2018-05-07 2019-11-05
6. ALPHABET INC-CL A   2015-10-30 2019-11-05
11. AMAZON COM INC   2019-10-25 2019-11-05
65. AMERICAN EXPRESS CO   2019-06-10 2019-11-05
87. APPLE COMPUTER INC   2008-08-14 2019-11-05
30. AUTOMATIC DATA PROCESSING INC   2019-08-14 2019-11-05
297. BANK OF AMERICA CORPORATION   2016-11-09 2019-11-05
44. BERKSHIRE HATHAWAY INC DEL CL B   2018-09-11 2019-11-05
164. BOSTON SCIENTIFIC CORP     2019-11-05
33. BROADCOM INC   2013-04-25 2019-11-05
96. CELGENE CORP.     2019-11-05
19. CHARTER COMMUNICATIONS INC-A   2018-04-13 2019-11-05
115. CITIGROUP INC NEW   2017-05-15 2019-11-05
79. COCA-COLA CO   2018-04-16 2019-11-05
226. COMCAST CORP NEW CL A   2019-05-14 2019-11-05
101. CORTEVA INC     2019-11-05
29. DIAMONDBACK ENERGY INC     2019-11-05
37. DISNEY WALT CO   2016-12-05 2019-11-05
56. DUPONT DE NEMOURS INC-WI     2019-11-05
69. EOG RESOURCES INC     2019-11-05
51. ELECTRONIC ARTS   2018-09-20 2019-11-05
29. FACEBOOK INC-A   2014-07-25 2019-11-05
61. FIDELITY NATL INFORMATION SVCS INC   2019-08-14 2019-11-05
103. FISERV INC     2019-11-05
26. GENERAL DYNAMICS CORP   2017-02-10 2019-11-05
39. HOME DEPOT INC   2012-03-20 2019-11-05
65. HONEYWELL INTL INC   2013-10-23 2019-11-05
25. INTERCONTINENTALEXCHANGE GROUP, INC   2017-02-01 2019-11-05
226. KEYCORP NEW   2018-10-08 2019-11-05
54. LILLY ELI & CO     2019-11-05
45. LOWES COS INC   2011-08-04 2019-11-05
117. MARATHON PETROLEUM CORPORATION     2019-11-05
44. MASTERCARD INC - CLASS A   2012-12-14 2019-11-05
20. MCDONALDS CORP   2019-06-10 2019-11-05
92. MERCK & CO INC   2019-03-14 2019-11-05
206. MICROSOFT CORP     2019-11-05
111. MONDELEZ INTERNATIONAL-W/I     2019-11-05
187. MORGAN STANLEY DEAN WITTER & CO NEW     2019-11-05
13. NETFLIX.COM INC   2018-09-13 2019-11-05
24. NEXTERA ENERGY INC   2018-07-18 2019-11-05
102. NISOURCE INC   2015-12-02 2019-11-05
43. NORFOLK SOUTHN CORP     2019-11-05
21. NORTHROP GRUMMAN CORP   2019-05-20 2019-11-05
26. NVIDIA CORP   2018-10-08 2019-11-05
9. O'REILLY AUTOMOTIVE INC     2019-11-05
60. PAYPAL HOLDINGS INC   2019-01-23 2019-11-05
60. PEPSICO INC     2019-11-05
224. PFIZER INC   2018-10-30 2019-11-05
30. PHILIP MORRIS INTERNATIONAL     2019-11-05
33. PIONEER NAT RES CO     2019-11-05
50. PROCTER & GAMBLE CO   2019-06-05 2019-11-05
29. QUALCOMM INC   2019-05-01 2019-11-05
43. ROSS STORES INC   2018-12-11 2019-11-05
54. SALESFORCE.COM INC   2018-10-08 2019-11-05
36. STANLEY BLACK & DECKER,INC.     2019-11-05
70. TEXAS INSTRS INC   2019-02-19 2019-11-05
36. UNION PAC CORP   2018-02-22 2019-11-05
22. UNITED TECHNOLOGIES CORP     2019-11-05
56. UNITEDHEALTH GROUP INC     2019-11-05
17. VERTEX PHARMACEUTICALS INC   2015-09-29 2019-11-05
33. VISA INC CLASS A SHARES   2015-10-19 2019-11-05
39. WASTE CONNECTIONS INC     2019-11-05
91. WELLS FARGO & CO NEW   2011-06-13 2019-11-05
18. WEX INC     2019-11-05
24. YUM BRANDS INC     2019-11-05
59. ZIMMER HLDGS INC     2019-11-05
34. ALLEGION PLC     2019-11-05
18. ACCENTURE PLC   2014-01-15 2019-11-05
70. LINDE PLC   2019-08-14 2019-11-05
43. CHUBB LTD     2019-11-05
35. NXP SEMICONDUCTORS NV     2019-11-05
180. NISOURCE INC     2019-11-11
232. NISOURCE INC     2019-11-11
186. NISOURCE INC     2019-11-12
467. NISOURCE INC     2019-11-12
42. NISOURCE INC   2013-02-26 2019-11-12
44. NISOURCE INC   2013-02-26 2019-11-13
864. CELGENE CORP.     2019-11-21
222. CELGENE CORP.     2019-11-21
418. RTS BRISTOL-MYERS SQUIBB-CVR   2019-11-21 2019-11-25
44. RTS BRISTOL-MYERS SQUIBB-CVR   2019-11-21 2019-11-25
18. RTS BRISTOL-MYERS SQUIBB-CVR   2019-11-21 2019-11-25
1. RTS BRISTOL-MYERS SQUIBB-CVR   2019-11-21 2019-11-25
522. RTS BRISTOL-MYERS SQUIBB-CVR   2019-11-21 2019-11-26
83. RTS BRISTOL-MYERS SQUIBB-CVR   2019-11-21 2019-11-27
11491.967 EQUINOX IMP SYSTEM MACRO-I   2016-02-11 2019-12-09
12886.422 CRM LNG/SHRT OPPORT-INST   2016-08-18 2020-01-09
1. CORTEVA INC   2018-04-06 2020-01-13
109. CORTEVA INC     2020-01-13
89. CORTEVA INC     2020-01-13
44.502 CORTEVA INC   2019-06-27 2020-01-14
61.498 CORTEVA INC   2017-02-22 2020-01-14
112. CORTEVA INC     2020-01-14
39. CORTEVA INC   2019-06-27 2020-01-14
31. CORTEVA INC     2020-01-14
12. CORTEVA INC   2019-06-27 2020-01-14
134. CORTEVA INC     2020-01-15
155. CORTEVA INC     2020-01-15
64. CORTEVA INC   2019-06-28 2020-01-15
13. CORTEVA INC   2019-06-28 2020-01-15
52.101 CORTEVA INC   2019-06-28 2020-01-15
28.899 CORTEVA INC   2015-06-18 2020-01-15
96. CORTEVA INC     2020-01-15
5. CORTEVA INC     2020-01-15
40. CORTEVA INC     2020-01-16
33. CORTEVA INC   2015-07-15 2020-01-16
4. CORTEVA INC   2015-07-15 2020-01-16
8. CORTEVA INC   2015-07-15 2020-01-16
11539.473 EQUINOX IMP SYSTEM MACRO-I   2016-02-11 2020-01-16
321. QUALCOMM INC   2019-05-01 2020-01-23
6. QUALCOMM INC   2019-05-01 2020-01-23
163. EOG RESOURCES INC     2020-01-28
25. EOG RESOURCES INC   2016-08-05 2020-01-28
13. EOG RESOURCES INC     2020-01-29
15. EOG RESOURCES INC     2020-01-29
10. EOG RESOURCES INC   2016-05-25 2020-01-29
120. EOG RESOURCES INC     2020-01-29
120. EOG RESOURCES INC     2020-01-29
119. EOG RESOURCES INC     2020-01-29
157. EOG RESOURCES INC     2020-01-30
40. EOG RESOURCES INC   2016-03-07 2020-01-30
6520. JPMORGAN BETABUILDERS JAPAN ETF   2018-07-19 2020-02-13
2983. JPMORGAN BETABUILDERS JAPAN ETF     2020-02-13
26740.594 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070     2020-02-13
105. ELECTRONIC ARTS     2020-02-25
147. ELECTRONIC ARTS     2020-02-25
35. ACCENTURE PLC     2020-02-25
167. ACCENTURE PLC     2020-02-26
419. DISNEY WALT CO     2020-03-04
959. WELLS FARGO & CO NEW     2020-03-04
12074. ISHARES CORE MSCI EAFE ETF     2020-03-09
27. ALEXION PHARMACEUTICALS INC   2019-03-14 2020-03-11
5. ALEXION PHARMACEUTICALS INC   2019-03-14 2020-03-11
3. ALEXION PHARMACEUTICALS INC   2019-03-14 2020-03-11
19. DUPONT DE NEMOURS INC-WI   2018-04-06 2020-03-11
501.397 DUPONT DE NEMOURS INC-WI     2020-03-11
131.603 DUPONT DE NEMOURS INC-WI   2019-04-08 2020-03-11
53. ALEXION PHARMACEUTICALS INC   2019-03-14 2020-03-12
32. ALEXION PHARMACEUTICALS INC   2019-03-14 2020-03-12
75. ALEXION PHARMACEUTICALS INC   2019-03-14 2020-03-13
4646. ISHARES MISCI EAFE INDEX FUND     2020-03-17
2395. JPMORGAN BETABUILDERS EUROPE ETF   2020-02-13 2020-03-17
7041. JPMORGAN BETABUILDERS EUROPE ETF   2020-02-13 2020-03-17
1838. SPDR TR UNIT SER 1     2020-03-17
245. UNITED TECHNOLOGIES CORP     2020-03-31
22425.587 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070     2020-04-03
219. COMCAST CORP NEW CL A   2019-05-14 2020-04-16
39. COMCAST CORP NEW CL A   2019-03-14 2020-04-16
453. COMCAST CORP NEW CL A   2019-03-14 2020-04-16
6. COMCAST CORP NEW CL A   2019-03-14 2020-04-16
311. COMCAST CORP NEW CL A     2020-04-16
43. COMCAST CORP NEW CL A   2019-01-29 2020-04-16
63. ROSS STORES INC   2018-12-11 2020-04-16
78. ROSS STORES INC   2018-12-11 2020-04-16
81. ROSS STORES INC     2020-04-16
265. ROSS STORES INC     2020-04-16
1313. MARATHON PETROLEUM CORPORATION     2020-04-27
165. ADOBE SYS INC   2012-08-03 2020-05-04
26. ADOBE SYS INC   2012-08-03 2020-05-04
2482. ISHARES TR 7-10 YR TREAS INDEX FD     2020-05-07
14756.763 JPMORGAN CORE BOND FUND ULTRA   2020-02-13 2020-05-07
26136.651 BLACKSTONE ALT MULTI-STRAT-Y   2019-06-14 2020-05-29
1690.121 BLACKSTONE ALT MULTI-STRAT-Y   2018-11-08 2020-05-29
7091.637 SIX CIRCLES US UNCONSTR EQ   2019-03-29 2020-06-10
14745.366 SIX CIRCLES INTL UNCON EQ   2019-03-29 2020-06-10
43097.299 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070     2020-06-11
429. BERKSHIRE HATHAWAY INC DEL CL B     2020-06-24
834. KEYCORP NEW     2020-06-30
97. KEYCORP NEW     2020-06-30
624. PFIZER INC     2020-06-30
215. KEYCORP NEW     2020-07-01
64. KEYCORP NEW   2016-03-02 2020-07-01
373. KEYCORP NEW     2020-07-01
4. KEYCORP NEW   2016-03-01 2020-07-01
164. KEYCORP NEW     2020-07-01
11. KEYCORP NEW     2020-07-01
152. KEYCORP NEW     2020-07-01
313. KEYCORP NEW   2016-03-01 2020-07-02
9. KEYCORP NEW   2016-03-01 2020-07-02
326. KEYCORP NEW     2020-07-02
17. KEYCORP NEW   2016-02-29 2020-07-02
1399.812 BLACKSTONE ALT MULTI-STRAT-Y   2018-11-08 2020-07-09
1816. PFIZER INC     2020-07-10
89. PFIZER INC   2016-11-09 2020-07-10
221. GENERAL DYNAMICS CORP     2020-08-04
59. GENERAL DYNAMICS CORP     2020-08-04
31. GENERAL DYNAMICS CORP     2020-08-04
232. PHILIP MORRIS INTERNATIONAL   2018-10-24 2020-08-04
92. PHILIP MORRIS INTERNATIONAL     2020-08-04
22. PHILIP MORRIS INTERNATIONAL   2018-10-24 2020-08-04
7865.868 JPMORGAN CORE BOND FUND ULTRA   2020-02-13 2020-09-17
7421.798 JPMORGAN CORE BOND FUND ULTRA   2016-02-24 2020-09-17
12433.37 VANGUARD TTL INTL BND-ADM     2020-09-17
315. AUTOMATIC DATA PROCESSING INC     2020-09-30
58. AUTOMATIC DATA PROCESSING INC   2020-05-04 2020-09-30
23. AUTOMATIC DATA PROCESSING INC   2018-10-19 2020-09-30
13. AUTOMATIC DATA PROCESSING INC   2020-05-04 2020-09-30
27. AUTOMATIC DATA PROCESSING INC   2018-10-23 2020-09-30
43. AUTOMATIC DATA PROCESSING INC   2020-05-04 2020-09-30
148. INTERCONTINENTALEXCHANGE GROUP, INC     2020-09-30
59. INTERCONTINENTALEXCHANGE GROUP, INC   2017-01-31 2020-09-30
83. INTERCONTINENTALEXCHANGE GROUP, INC     2020-09-30
38. ALLEGION PLC     2020-09-30
41. ALLEGION PLC     2020-09-30
54. ALLEGION PLC     2020-09-30
CAPITAL GAIN DIVIDENDS P    
(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 39,663   31,092 8,571
b 13,735   6,993 6,742
c 17,823   8,139 9,684
d 291,937   78,109 213,828
e 119,228   103,730 15,498
295,470   143,570 151,900
2,822   2,403 419
4,957   580 4,377
1,842   2,290 -448
15,523   15,124 399
2,587   2,105 482
7,746   4,461 3,285
19,835   18,918 917
7,758   7,993 -235
22,339   2,228 20,111
4,791   4,926 -135
9,685   5,316 4,369
9,630   9,417 213
6,638   3,844 2,794
10,102   1,306 8,796
10,362   10,029 333
8,952   5,815 3,137
8,627   7,065 1,562
4,154   3,528 626
9,880   9,718 162
2,523   3,333 -810
2,680   3,050 -370
4,863   3,708 1,155
4,060   5,307 -1,247
5,164   6,255 -1,091
5,017   5,809 -792
5,657   2,184 3,473
8,189   7,991 198
10,886   10,801 85
4,648   4,784 -136
9,147   1,927 7,220
11,714   5,367 6,347
2,253   1,467 786
4,332   4,628 -296
6,079   4,710 1,369
5,067   919 4,148
8,023   9,546 -1,523
12,092   2,122 9,970
3,801   4,022 -221
7,630   7,490 140
29,837   11,139 18,698
5,734   4,932 802
9,185   7,225 1,960
3,750   4,819 -1,069
5,476   4,068 1,408
2,774   1,971 803
8,292   6,487 1,805
7,189   6,576 613
5,436   6,975 -1,539
3,931   2,280 1,651
6,159   5,425 734
7,968   6,149 1,819
8,469   9,538 -1,069
2,501   3,298 -797
4,569   5,772 -1,203
5,919   5,337 582
2,465   2,508 -43
4,826   3,467 1,359
8,563   8,173 390
5,721   3,908 1,813
8,472   7,531 941
6,368   4,810 1,558
3,252   2,723 529
14,230   7,559 6,671
3,372   1,700 1,672
5,899   2,544 3,355
3,486   2,057 1,429
4,830   2,434 2,396
3,536   1,696 1,840
2,354   2,206 148
8,359   6,786 1,573
4,020   2,269 1,751
3,372   1,496 1,876
14,079   13,030 1,049
6,379   5,421 958
4,168   3,297 871
4,721   3,466 1,255
6,056   3,953 2,103
4,847   2,831 2,016
12,156   4,788 7,368
1,093   406 687
1,154   425 729
93,338   80,779 12,559
23,983   8,436 15,547
876   961 -85
92   101 -9
37   41 -4
2   2  
1,109   1,201 -92
176   191 -15
111,587   123,539 -11,952
130,024   128,864 1,160
28   33 -5
3,092   3,564 -472
2,540   2,877 -337
1,273   1,323 -50
1,759   1,980 -221
3,208   3,329 -121
1,116   1,159 -43
884   921 -37
340   355 -15
3,847   3,969 -122
4,441   4,583 -142
1,834   1,888 -54
371   384 -13
1,495   1,537 -42
829   799 30
2,740   2,649 91
144   138 6
1,154   1,090 64
951   891 60
116   108 8
232   216 16
113,433   124,049 -10,616
29,495   27,766 1,729
552   519 33
12,562   14,715 -2,153
1,929   2,257 -328
999   1,160 -161
1,151   1,283 -132
769   831 -62
9,055   9,933 -878
9,199   9,874 -675
9,003   9,637 -634
11,669   11,589 80
3,004   2,893 111
158,628   156,474 2,154
72,684   71,588 1,096
590,432   491,465 98,967
11,126   11,951 -825
15,499   15,728 -229
6,922   2,880 4,042
33,008   13,248 19,760
49,526   39,206 10,320
39,055   18,557 20,498
650,145   736,397 -86,252
2,259   3,636 -1,377
419   673 -254
251   404 -153
692   1,793 -1,101
18,536   43,557 -25,021
4,865   11,159 -6,294
4,202   7,138 -2,936
2,451   4,310 -1,859
5,984   10,101 -4,117
227,675   269,665 -41,990
41,817   61,360 -19,543
121,044   180,390 -59,346
457,695   430,469 27,226
23,163   29,878 -6,715
361,949   400,393 -38,444
8,155   9,417 -1,262
1,452   1,553 -101
16,852   18,044 -1,192
226   239 -13
11,589   11,796 -207
1,609   1,554 55
5,522   5,079 443
6,835   6,289 546
7,104   6,530 574
23,178   21,154 2,024
34,447   91,472 -57,025
57,500   5,271 52,229
9,061   831 8,230
302,579   259,410 43,169
180,033   177,819 2,214
246,991   280,969 -33,978
15,972   18,034 -2,062
82,476   71,696 10,780
123,714   136,837 -13,123
841,259   698,764 142,495
76,324   78,293 -1,969
10,147   15,586 -5,439
1,180   1,326 -146
20,205   22,592 -2,387
2,577   2,505 72
778   717 61
4,357   4,136 221
47   44 3
1,905   1,791 114
129   120 9
1,775   1,639 136
3,794   3,341 453
106   96 10
3,822   3,467 355
202   180 22
13,704   14,936 -1,232
61,229   61,315 -86
2,993   2,869 124
32,538   36,709 -4,171
8,702   8,959 -257
4,560   4,681 -121
17,846   20,674 -2,828
7,117   8,194 -1,077
1,695   1,946 -251
98,166   94,784 3,382
92,624   87,355 5,269
289,076   292,615 -3,539
43,766   46,569 -2,803
8,058   8,294 -236
3,196   3,298 -102
1,813   1,859 -46
3,766   3,829 -63
5,997   6,149 -152
14,804   8,630 6,174
5,864   3,429 2,435
8,282   4,801 3,481
3,763   2,532 1,231
4,047   2,723 1,324
5,363   3,571 1,792
      168,322
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       8,571
b       6,742
c       9,684
d       213,828
e       15,498
      151,900
      419
      4,377
      -448
      399
      482
      3,285
      917
      -235
      20,111
      -135
      4,369
      213
      2,794
      8,796
      333
      3,137
      1,562
      626
      162
      -810
      -370
      1,155
      -1,247
      -1,091
      -792
      3,473
      198
      85
      -136
      7,220
      6,347
      786
      -296
      1,369
      4,148
      -1,523
      9,970
      -221
      140
      18,698
      802
      1,960
      -1,069
      1,408
      803
      1,805
      613
      -1,539
      1,651
      734
      1,819
      -1,069
      -797
      -1,203
      582
      -43
      1,359
      390
      1,813
      941
      1,558
      529
      6,671
      1,672
      3,355
      1,429
      2,396
      1,840
      148
      1,573
      1,751
      1,876
      1,049
      958
      871
      1,255
      2,103
      2,016
      7,368
      687
      729
      12,559
      15,547
      -85
      -9
      -4
       
      -92
      -15
      -11,952
      1,160
      -5
      -472
      -337
      -50
      -221
      -121
      -43
      -37
      -15
      -122
      -142
      -54
      -13
      -42
      30
      91
      6
      64
      60
      8
      16
      -10,616
      1,729
      33
      -2,153
      -328
      -161
      -132
      -62
      -878
      -675
      -634
      80
      111
      2,154
      1,096
      98,967
      -825
      -229
      4,042
      19,760
      10,320
      20,498
      -86,252
      -1,377
      -254
      -153
      -1,101
      -25,021
      -6,294
      -2,936
      -1,859
      -4,117
      -41,990
      -19,543
      -59,346
      27,226
      -6,715
      -38,444
      -1,262
      -101
      -1,192
      -13
      -207
      55
      443
      546
      574
      2,024
      -57,025
      52,229
      8,230
      43,169
      2,214
      -33,978
      -2,062
      10,780
      -13,123
      142,495
      -1,969
      -5,439
      -146
      -2,387
      72
      61
      221
      3
      114
      9
      136
      453
      10
      355
      22
      -1,232
      -86
      124
      -4,171
      -257
      -121
      -2,828
      -1,077
      -251
      3,382
      5,269
      -3,539
      -2,803
      -236
      -102
      -46
      -63
      -152
      6,174
      2,435
      3,481
      1,231
      1,324
      1,792
       
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 2 768,796
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))
2018 1,459,600 26,100,383 0.055923
2017 1,465,428 27,485,248 0.053317
2016 1,459,701 25,728,766 0.056734
2015 1,481,843 24,418,666 0.060685
2014 1,374,015 26,479,788 0.051889
2
Total of line 1, column (d) .....................
2
0.278548
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
0.05571
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
26,710,964
5
Multiply line 4 by line 3......................
5
1,488,068
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
13,115
7
Add lines 5 and 6........................
7
1,501,183
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,555,700
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 (2019)
Form 990-PF (2019)
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 13,115
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 13,115
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 13,115
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 41,284
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 41,284
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 28,169
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet13,116 RefundedBullet 11 15,053
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)
    bulletNJ
    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 .Click to see attachment
    8b
     
    No
    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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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 addressbullet  
    14
    The books are in care ofbulletJPMORGAN CHASE BANK NA Telephone no.bullet (800) 496-2583

    Located atbullet10 S DEARBORN IL1-0111CHICAGOIL ZIP+4bullet60603
    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 2019, 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    JP MORGAN CHASE BANK NA TRUSTEE
    2     		183,813    
    10 S DEARBORN IL1-0111
    CHICAGO,IL60603
    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 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    26,681,746
    b
    Average of monthly cash balances.......................
    1b
    435,984
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    27,117,730
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    27,117,730
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    406,766
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    26,710,964
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,335,548
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,335,548
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    13,115
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,115
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,322,433
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,322,433
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,322,433
    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
    1,555,700
    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
    1,555,700
    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
    13,115
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,542,585
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 1,322,433
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 72,712
    b From 2015...... 270,270
    c From 2016...... 209,201
    d From 2017...... 134,893
    e From 2018...... 208,113
    fTotal of lines 3a through e........ 895,189
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,555,700
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 1,322,433
    e Remaining amount distributed out of corpus 233,267
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,128,456
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		72,712
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		1,055,744
    10 Analysis of line 9:
    a Excess from 2015.... 270,270
    b Excess from 2016.... 209,201
    c Excess from 2017.... 134,893
    d Excess from 2018.... 208,113
    e Excess from 2019.... 233,267
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 (2019)
    Form 990-PF (2019)
    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
    European Region Scouting
    Organization
    RUE HENRI- CHRISTINE 5
    Geneva,NANA
    SZ     		NONE PC GENERAL 1,471,423
    Total .................................bullet 3a 1,471,423
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 650,349  
    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 ............     		    18 768,796  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 7,442  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,426,587  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,426,587
    (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 (2019)
    Form 990-PF (2019)
    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 (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2019 ExplnOfNonFilingWithAGStmt
    Name:
    FUND FOR EUROPEAN SCOUTING XXXXX6001
    EIN:
    13-6804976
    Statement:
    The office of the New Jersey Attorney General has indicated that no Forms 990-PF should be filed with the State unless a charitable organization has pre-registered with the office. Although the situs of the Trust is in New Jersey, it does not solicit contributions from the public and therefore it does not meet the registration requirements of New Jersey. As a result, the Trust does not furnish a copy of its Form 990-PF with the State.

    TY 2019 InvestmentsCorpBondsSchedule
    Name:
    FUND FOR EUROPEAN SCOUTING XXXXX6001
    EIN:
    13-6804976
    Name of Bond End of Year Book Value End of Year Fair Market Value
    4812C0100 JPM CORE BOND FD - U 639,200 698,701
    92203J308 VANGUARD TTL INTL BN 1,569,402 1,661,348
    464287432 ISHARES 20+ YEAR TRE 539,000 576,961
    464287440 ISHARES BARCLAYS 7-1    
    921937603 VANGUARD TOT BD MKT 873,292 947,251
    54401E143 LORD ABBETT SHRT DUR 524,211 528,000
    83002G108 SIX CIRCLES ULTR SHR 350,103 351,326
    54401E218 LORD ABBETT HIGH YIE 750,135 818,752
    74440Y884 PGIM HIGH YIELD-Q 708,989 802,915

    TY 2019 InvestmentsCorpStockSchedule
    Name:
    FUND FOR EUROPEAN SCOUTING XXXXX6001
    EIN:
    13-6804976
    Name of Stock End of Year Book Value End of Year Fair Market Value
    60505104 BANK OF AMERICA CORP    
    84670702 BERKSHIRE HATHAWAY IN    
    172967424 CITIGROUP INC 68,395 66,605
    45866F104 INTERCONTINENTAL EXC    
    493267108 KEYCORP    
    617446448 MORGAN STANLEY 53,045 101,680
    92826C839 VISA INC-CLASS A SHA 28,631 74,589
    949746101 WELLS FARGO & CO    
    15351109 ALEXION PHARMACEUTICA    
    09062X103 BIOGEN INC 24,706 23,545
    101137107 BOSTON SCIENTIFIC CO 40,064 70,765
    110122108 BRISTOL-MYERS SQUIBB 75,908 80,849
    151020104 CELGENE CORP    
    16119P108 CHARTER COMMUNICATIO 85,188 172,942
    20030N101 COMCAST CORP-CLASS A 26,385 68,372
    254687106 WALT DISNEY CO/THE    
    437076102 HOME DEPOT INC 17,103 122,470
    532457108 ELI LILLY & CO 47,735 89,256
    548661107 LOWE'S COS INC 26,970 115,936
    57636Q104 MASTERCARD INC - A 12,510 172,129
    58933Y105 MERCK & CO. INC. 70,348 86,102
    65339F101 NEXTERA ENERGY INC 97,932 142,111
    67103H107 O'REILLY AUTOMOTIVE 53,345 77,923
    713448108 PEPSICO INC 66,357 94,664
    717081103 PFIZER INC    
    91324P102 UNITEDHEALTH GROUP I 35,557 199,533
    92532F100 VERTEX PHARMACEUTICA 6,959 51,159
    369550108 GENERAL DYNAMICS COR    
    438516106 HONEYWELL INTERNATIO 36,386 119,342
    609207105 MONDELEZ INTERNATION 35,452 71,181
    655844108 NORFOLK SOUTHERN COR 83,777 121,546
    666807102 NORTHROP GRUMMAN COR 117,849 131,875
    718172109 PHILIP MORRIS INTERN    
    854502101 STANLEY BLACK & DECK 39,064 65,691
    907818108 UNION PACIFIC CORP 57,569 107,491
    96208T104 WEX INC 37,467 49,612
    00724F101 ADOBE INC.    
    02079K107 ALPHABET INC-CL C 73,406 230,727
    02079K305 ALPHABET INC-CL A 31,498 98,195
    23135106 AMAZON.COM INC    
    37833100 APPLE INC    
    30303M102 FACEBOOK INC-CLASS A 71,719 144,045
    31620M106 FIDELITY NATIONAL IN 40,583 85,529
    594918104 MICROSOFT CORP 67,103 488,597
    882508104 TEXAS INSTRUMENTS IN 75,774 143,790
    25278X109 DIAMONDBACK ENERGY I 65,262 21,506
    26875P101 EOG RESOURCES INC    
    65473P105 NISOURCE INC    
    723787107 PIONEER NATURAL RESO 67,552 49,960
    0075W0759 EDGEWOOD GROWTH FD-I    
    46432F842 ISHARES CORE MSCI EA 990,613 982,624
    64122Q309 NEUBERGER BER MU/C O    
    78462F103 SPDR S&P 500 ETF TRU 549,535 967,497
    G0176J109 ALLEGION PLC 16,144 24,629
    G1151C101 ACCENTURE PLC-CL A    
    H1467J104 CHUBB LTD 30,654 56,434
    94106B101 WASTE CONNECTIONS IN 22,290 46,087
    464287465 ISHARES MSCI EAFE ET 1,318,826 1,598,506
    25816109 AMERICAN EXPRESS CO    
    53015103 AUTOMATIC DATA PROCES    
    191216100 COCA-COLA CO/THE 59,439 64,922
    285512109 ELECTRONIC ARTS INC 30,133 46,165
    315911750 FIDELITY 500 INDEX-I 3,875,820 4,690,213
    337738108 FISERV INC 109,910 127,885
    580135101 MCDONALD'S CORP 42,837 46,751
    742718109 PROCTER & GAMBLE CO/ 74,188 93,123
    747525103 QUALCOMM INC    
    778296103 ROSS STORES INC    
    913017109 UNITED TECHNOLOGIES    
    988498101 YUM] BRANDS INC 47,494 50,398
    00287Y109 ABBVIE INC 93,236 104,845
    11135F101 BROADCOM INC 13,250 134,434
    22052L104 CORTEVA INC    
    26614N102 DUPONT DE NEMOURS IN    
    46641Q696 JPMORGAN BETABUILDER 799,859 794,873
    46641Q712 JPMORGAN BETABUILDER 826,603 852,398
    48129C207 JPM GL RES ENH IDX F    
    56585A102 MARATHON PETROLEUM C    
    64110L106 NETFLIX INC 56,199 76,505
    67066G104 NVIDIA CORP 66,443 160,742
    70450Y103 PAYPAL HOLDINGS INC 112,261 224,220
    79466L302 SALESFORCE.COM INC 101,369 180,196
    83002G306 SIX CIRCLES US UNCON 1,880,859 2,330,318
    83002G405 SIX CIRCLES INTL UNC 839,441 799,281
    98956P102 ZIMMER BIOMET HOLDIN 90,706 108,640
    G5494J103 LINDE PLC 114,217 158,595
    N6596X109 NXP SEMICONDUCTORS N 92,362 104,840
    023135106 AMAZON.COM INC 108,805 475,458
    025816109 AMERICAN EXPRESS CO 70,410 62,857
    031100100 AMETEK INC 21,876 21,868
    037833100 APPLE INC 25,331 458,144
    053015103 AUTOMATIC DATA PROCE    
    060505104 BANK OF AMERICA CORP 30,569 71,475
    09857L108 BOOKING HOLDINGS INC 61,438 63,295
    461202103 INTUIT INC 60,416 70,135
    46641Q688 JPM BTABLDRS DEV ASI 275,474 266,431
    46641Q720 JPMORGAN BETABUILDER 860,151 822,605
    883556102 THERMO FISHER SCIENT 97,956 125,833
    N07059210 ASML HOLDING NV-NY R 51,486 64,622

    TY 2019 InvestmentsOtherSchedule2
    Name:
    FUND FOR EUROPEAN SCOUTING XXXXX6001
    EIN:
    13-6804976
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    12628J881 CRM LNG/SHRT OPPORT- AT COST 118,565 132,200
    29446A710 EQUINOX FDS TR IPM S      
    09257V508 BLACKSTONE ALT MULTI AT COST 531,305 496,162
    09250J734 BLACKROCK EVNT DRVN AT COST 111,587 107,890
    64128R608 NEUBERGER BERMAN LON AT COST 130,024 140,823

    TY 2019 OtherDecreasesSchedule
    Name:
    FUND FOR EUROPEAN SCOUTING XXXXX6001
    EIN:
    13-6804976
    Description Amount
    ROUNDING 3


    TY 2019 OtherIncomeSchedule2
    Name:
    FUND FOR EUROPEAN SCOUTING XXXXX6001
    EIN:
    13-6804976
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 7,442 0  


    TY 2019 OtherIncreasesSchedule
    Name:
    FUND FOR EUROPEAN SCOUTING XXXXX6001
    EIN:
    13-6804976
    Description Amount
    COST BASIS ADJUSTMENT 554
    SALES BASIS ADJUSTMENT 185


    TY 2019 TaxesSchedule
    Name:
    FUND FOR EUROPEAN SCOUTING XXXXX6001
    EIN:
    13-6804976
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 406 406   0
    FEDERAL ESTIMATES - PRINCIPAL 14,516 0   0
    FOREIGN TAXES ON QUALIFIED FOR 6,370 6,370   0
    FOREIGN TAXES ON NONQUALIFIED 1,293 1,293   0