Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
BRIAN & JOELLE KELLY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)225 HIGHWAY 35
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RED BANK, NJ07701
A Employer identification number

26-6139249
B Telephone number (see instructions)

(732) 345-8300
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$47,342,976J 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) 950,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 202,279 202,279 202,279
4 Dividends and interest from securities... 642,360 642,360 642,360
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 241,256
b Gross sales price for all assets on line 6a 15,591,836
7 Capital gain net income (from Part IV, line 2)... 241,256
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -1,393    
12 Total. Add lines 1 through 11........ 2,034,502 1,085,895 844,639
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 25,846 12,923   12,923
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 11,001     11,001
b Accounting fees (attach schedule)....... Click to see attachment 32,084 16,042   16,042
c Other professional fees (attach schedule).... Click to see attachment 263,544 201,006   62,538
17 Interest............... 1 1    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,138 1,319   2,819
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 list of attachments 16,146 12,761   3,385
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 352,760 244,052   108,708
25 Contributions, gifts, grants paid....... 1,354,860 1,354,860
26 Total expenses and disbursements. Add lines 24 and 25 1,707,620 244,052   1,463,568
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 326,882
b Net investment income (if negative, enter -0-) 841,843
c Adjusted net income (if negative, enter -0-)... 844,639
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Page 2
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,840,911 1,557,617 1,557,617
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) bullet56,109
Less: allowance for doubtful accounts bullet   73,109 56,109 56,109
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   9,557 9,557
10a Investments—U.S. and state government obligations (attach schedule) 15,592,212 16,694,334 16,694,334
b Investments—corporate stock (attach schedule)....... 26,774,161 24,085,605 24,085,605
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).......... 7,853,800 4,897,575 4,897,575
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment9,475 Click to see attachment42,179 Click to see attachment42,179
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 53,143,668 47,342,976 47,342,976
Liabilities 17 Accounts payable and accrued expenses.......... 137 1,545
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 10,405 127
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 10,542 1,672
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.................. 53,133,126 47,341,304
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 53,133,126 47,341,304
31 Total liabilities and net assets/fund balances (see instructions). 53,143,668 47,342,976
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
53,133,126
2
Enter amount from Part I, line 27a .....................
2
326,882
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
35,257
4
Add lines 1, 2, and 3 ..........................
4
53,495,265
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
6,153,961
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
47,341,304
Form 990-PF (2018)
Page 3
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1 Altalis Capital Offshore P 2015-06-30 2018-04-10
b 1 Gruss Global Investors P 2014-06-30 2018-04-19
c 1 JHL Capital Group P 2014-07-31 2018-01-31
d 1 Lakewood Capital P 2014-06-26 2018-02-28
e 1 Nantahala Capital Offshore P 2014-12-24 2018-04-27
1 Newtyn TE Partners P 2014-06-30 2018-06-30
1 Scopia PX International P 2014-09-30 2018-04-12
ML-US Treasuries P 2018-08-16 2018-10-30
ML-US Treasuries P 2018-08-16 2018-12-11
ML-US Treasuries P 2018-08-16 2018-12-11
ML-US Treasuries P 2017-08-03 2018-08-15
NT-US Treasuries P 2017-05-04 2018-02-15
NT-US Treasuries P 2017-11-03 2018-10-16
NT-US Treasuries P 2017-05-04 2018-05-15
(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 914,546   1,000,000 -85,454
b 988,943   1,000,000 -11,057
c 121,609   141,124 -19,515
d 635,805   500,000 135,805
e 736,841   500,000 236,841
1,094,899   1,094,372 527
485,067   500,000 -14,933
99,655   99,654 1
99,704   99,704  
299,113   299,113  
800,000   798,068 1,932
5,475,000   5,475,000  
740,654   748,389 -7,735
3,100,000   3,095,156 4,844
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       -85,454
b       -11,057
c       -19,515
d       135,805
e       236,841
      527
      -14,933
      1
       
       
      1,932
       
      -7,735
      4,844
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 2 241,256
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 -7,734
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 2,687,505 50,827,584 0.05288
2016 2,571,792 39,490,027 0.06513
2015 2,534,073 32,521,513 0.07792
2014 1,134,337 27,100,840 0.04186
2013 1,090,011 20,194,917 0.05398
2
Total of line 1, column (d) .....................
2
0.291751
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
0.058350
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
52,045,967
5
Multiply line 4 by line 3......................
5
3,036,882
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
8,418
7
Add lines 5 and 6........................
7
3,045,300
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,463,568
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)
Page 4
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 16,837
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 16,837
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 16,837
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 18,000
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 18,000
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,163
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11 1,163
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
 
No
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
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Page 5
    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 ofbulletCHADWICK & COMPANY CPA PC Telephone no.bullet (732) 345-8300

    Located atbullet225 HIGHWAY 35 SUITE 102CRED BANKNJ ZIP+4bullet07701
    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
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Page 6
    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
     
    No
    .........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
     
    No
    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
    BRIAN G KELLY Trustee
    12.00     		0    
    C/O CHADWICK CO 225 ROUTE 35
    RED BANK,NJ07701
    JOELLE S KELLY Trustee
    2.00     		0    
    C/O CHADWICK CO 225 ROUTE 35
    RED BANK,NJ07701
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Page 7
    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
    J Tuite SGT Advisory LLC CONSULTING ADVISORY 200,488
    c/o 225 Route 35N Suite 102C
    Red Bank,NJ07701
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Page 8
    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
    51,480,431
    b
    Average of monthly cash balances.......................
    1b
    1,358,114
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    52,838,545
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    52,838,545
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    792,578
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    52,045,967
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,602,298
    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
    2,602,298
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    16,837
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,837
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,585,461
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,585,461
    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
    2,585,461
    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
    1,463,568
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,463,568
    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
    1,463,568
    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)
    Page 9
    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 2,585,461
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015...... 78,426
    d From 2016...... 703,013
    e From 2017...... 273,930
    fTotal of lines 3a through e........ 1,055,369
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,463,568
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 1,463,568
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018. 1,055,369 1,055,369
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		66,524
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Page 10
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Page 11
    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
    Big Brothers Big Sisters
    174 Main Street
    Eatontown,NJ07724     		None PC All Big Brothers Big Sisters organizations share one mission: to help at-risk young people achieve their full potential through professionally supported one-to-one mentoring with measurable outcomes. 10,000
    HERITAGE ACTION FOR AMERICA
    214 MASSACHUSETTS AVE NE STE 400
    WASHINGTON,DC20002     		None PC Working to make your voice heard in Washington, DC, using your donations for educational expenditures. 77,021
    NYPD Gaelic Football Club
    Manhattan College
    Bronx,NY10475     		None PC The NYPD Gaelic Football Club is a nonprofit organization that makes annual contributions to several other charities including Project Children, the PBA Widows and Children Fund, and the Damian Meehan Foundation. 1,000
    Church of St Ignatius
    980 Park Avenue
    New York,NY10028     		None PC Operating within the framework of Ignatian spirituality and the Jesuit tradition, we seek shared ministry as a true community of disciples, gathered in prayer and worship, sharing the Universal Churchs mission of evangelization and service to conduct and address social and health activities/issues in the community. 1,700
    Fordham University
    441 East Fordham Road
    Bronx,NY10458     		None PC Fordham University, the Jesuit University of New York, is committed to the discovery of Wisdom and the transmission of Learning, through research and through undergraduate, graduate and professional education of the highest quality. Guided by its Catholic and Jesuit traditions, Fordham fosters the intellectual, moral and religious development of its students and prepares them for leadership in a global society. 100,815
    JDRF
    26 BROADWAY 14TH FLOOR
    New York,NY10004     		None PC JDRF continues to make progress toward a cure for type 1 diabetes. Your donation will make a dramatic impact as JDRF moves life altering research out of the lab and into human clinical trials. Typically, more than 85 percent of JDRF's expenditures directly support research and research-related education. 700
    Juvenile Diabetes Cure Alliance
    14 East 60th Street 208
    New York,NY10022     		None POF The organization is dedicated to finding a cure for juvenile diabetes. The organization will achieve its exempt purpose through developing innovative ideas and approaches to challenge and facilitate the research community to find a cure for juvenile diabetes. These approaches will include but not be limited to (i) internal projects to evaluate how juvenile diabetes research is being conducted and the effectiveness of the current research approach. (ii) develop programs to evaluate and identify the most promising juvenile diabetes research projects, (iii) develop programs to mobilize those interested in finding a cure for juvenile diabetes as one unified voice and economic resource to influence juvenile diabetes research for projects that show the greatest potential for a cure (iv)possibly providing grants to organizations conducting research and testing directing toward curing diabetes and (v) possibly creating a platform to facilitate the development of a cooperative community centere 200,000
    Marine Sgt Eddie Ryan
    207 Wintish Road
    Ellenville,NY12428     		None PC To help, aid and support wounded Marine Sgt. Eddie Ryan with the task of getting him back on his feet. 10,000
    St Ignatius Loyola Day Nursery
    240 East 84 Street
    New York,NY10028     		None PC The Day Nursery offers a challenging preschool program that focuses on each childs uniqueness and their social, emotional and cognitive growth. 1,500
    CATO INSTITUTE
    1000 MASSACHUSETTS AVE NW
    WASHINGTON,DC20001     		None PC The Cato Institute is a public policy research organization a think tank dedicated to the principles of individual liberty, limited government, free markets and peace. Its scholars and analysts conduct independent, nonpartisan research on a wide range of policy issues. 500
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON RD STE 200
    BETHESEDA,MD20814     		None PC Our mission is to establish and provide the means to cure and control cystic fibrosis (CF). The Foundation provides information about cystic fibrosis and finances CF research that aims to improve the quality of life for people with the disease. The Foundation also engages in legislative lobbying for cystic fibrosis. 25,000
    THE CHURCH OF SAINT VINCENT FERRER
    869 LEXINGTON AVE
    NEW YORK,NY10065     		None PC Is a Roman Catholic Parish whose members participate in charitable efforts through serving shelters and food pantries. They are also involved in interfaith lobbying for affordable housing in Manhattan. 1,060
    BOYS TOWN
    100 FLANAGAN BLVD
    BOYS TOWNE,NE68010     		None PC To provide the right care for the children and families across America who have been broken, neglected, or are struggling. 100
    CENTRAL PARK CONSERVANCY
    14 E 60TH STREET
    NEW YORK,NY10022     		None PC The Conservancy's mission is to restore, manage and enhance Central Park, in partnership with the public, for the enjoyment of present and future generations. Our goals include the restoration of Grand Army Plaza. 500
    AMERICAN DIABETES ASSOCIATION
    333 7TH AVE 1700
    NEW YORK,NY10001     		None PC The American Diabetes Associations mission is to prevent and cure diabetes and to improve the lives of all people affected by diabetes. 50
    NJ STATE COUNCIL KNIGHTS OF COLUMBU
    PO BOX 38
    CALIFON,NJ07830     		None PC Our mission is to support its members in their faith, provide support for their families, and direct their charity to the needs of the less fortunate. 100
    PARALYZED VETERANS OF AMERICA
    7 MILLBROOK ROAD
    WILTON,NH03086     		None PC Our mission is to change lives and build brighter futures for the seriously injured veterans, people with disabilities, and their families so that they have eveything they need to live full and productive lives. 100
    PARK AVENUE ARMORY
    643 PARK AVENUE
    NEW YORK,NY10065     		None PC Mission is to support the meticulous preservation and continuing care of the building and its innovative, immersive and ground-breaking arts and educational programming. 250
    SAINT AIDANS
    505 WILLIS AVENUE
    WILLISTON,NY11596     		None PC Our mission is to nurture life-long faith formation, foster lay leadership, promote social justice, engage our youth in every aspect of parish life, and offer care and compassionate service to all. 500
    THE BARTON CENTER FOR DIABETES EDUC
    30 ENNIS RD PO BOX 356
    N OXFORD,MA01537     		None PC A year-round camp, retreat, and conference center where education, recreation, and shared experiences combine to support and motivate both children with diabetes and their families. 1,000
    THOMAS H BOWDEN JR MEMORIAL FUND
    PO BOX 8014
    GLEN RIDGE,NJ07028     		None PC Thomas Bowden scholarships were awarded in honor of Tommy's memory and a special tribute ot all the victims in the Twin Towers on September 11th. 500
    A BETTER CHANCE
    156 6TH AVE SUITE 1100
    NEW YORK,NY10010     		NONE PC THE ONLY NATIONAL ORGANIZATION OF ITS KIND THAT IS CHANGING THE LIFE TRAJECTORY FOR ACADEMICALLY TALENTED YOUTH OF COLOR VIA ACCESS TO RIGOROUS AND PRESTIGIOUS EDUCATIONAL OPPORTUNITIES FOR STUDENTS IN GRADES 6-12. THEY AIM TO INCREASE THE NUMBER OF WELL-EDUCATED YOUNG PEOPLE OF COLOR WHO ARE CAPABLE OF ASSUMING POSITIONS OF RESPONSIBILITY AND LEADERSHIP IN AMERICAN SOCIETY. 5,000
    LEUKEMIA LYMPHOMA SOCIETY
    1311 MAMARONECK AVENUE STE 310
    WHITE PLAINS,NY10605     		NONE PC MISSION IS TO CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE FOR PATIENTS AND THEIR FAMILIES. 200
    RIVERSIDE PARK CONSERVANCY
    475 RIVERSIDE DRIVE SUITE 455
    NEW YORK,NY10115     		NONE PC OUR GOAL IS TO RESTORE, MAINTAIN AND IMPROVE RIVERSIDE PARK IN PARTNERSHIP WITH NYC FOR BENEFIT OF ALL NEW YORKERS. 100
    RONALD MCDONALD HOUSE OF NEW YORK I
    405 EAST 73RD STREET
    NEW YORK,NY10021     		NONE PC OUR MISSION IS TO PROVIDE A "HOME AWAY FROM HOME" TO CHILDREN WITH CANCER, AND THEIR FAMILIES. 225
    SPECIAL OLYMPICS
    PO BOX 768
    SCHENECTADY,NY12301     		NONE PC SPECIAL OLYMPICS HAS BEEN OFFERING WOMEN, MEN, AND CHILDREN WITH INTELLECTUAL DISABILITIES YEAR-ROUND TRAINING AND COMPETITIONS IN OLYMPIC-STYLE SPORTS. 100
    ST IGNATIUS LOYOLA SCHOOL
    48 EAST 84TH STREET
    NEW YORK,NY10028     		NONE PC Teach students to grow in their knowledge and love of God based on the Gospels and teachings of the Catholic Church. Opportunities are provided to increase the appreciation for self and respect for the whole personhood of each individual and to increase the development of gifts and talents. 51,465
    THE CARDINAL'S ANNUAL APPEAL
    PO BOX 4020
    NEW YORK,NY10261     		NONE PC FINANCIAL AID TO PROVIDE SUBSIDIES TO CATHOLIC SCHOOLS, TO ENRICH RELIGIOUS EDUCATION PROGRAMS, TO EXPAND YOUNG ADULT OFFICE, TO ESTABLISH A YOUTH OFFICE, TO EDUCATE FUTURE PRIESTS, AND TO PROVIDE FOR RETIRED PRIESTS. 100
    TEAM RUBICON
    1030 W HILLCREST BLVD
    INGLEWOOD,CA90301     		NONE PC TEAM RUBICON UNITES THE SKILLS AND EXPERIENCES OF MILITARY VETERANS WITH FIRST RESPONDERS TO RAPIDLY DEPLOY EMERGENCY RESPONSE TEAMS IN THE US AND ABROAD. 500
    ALZHEIMER'S ASSOCIAION
    4221 WILSHIRE BLVD STE 400
    LOS ANGELES,CA90010     		none PC donation help fight alzheimer's disease through vital research and essentialsupporting programs and services. 100
    CATHOLIC RELIEF SERVICES
    228 West Lexington Street
    Baltimore,MD21201     		none PC Catholic Relief Services is the official international humanitarian agency of the Catholic community in the United States. 100
    COUNTY ROSCOMMON SOCIETY OF NY
    136 EAST 56TH STREET 2A
    NEW YORK,NY10022     		none PC continue to promote and foster our Irish culture and traditions in the New York and surrounding areas. Our organization also provides our members with an opportunity to keep in touch with old friends as well as keeping current on events in County Roscommon. 200
    COVENANT HOUSE
    PO BOX 96708
    WASHINGTON,DC20090     		none PC Covenant House is dedicated to serving all God's children with absolute respect and unconditional love ... to help suffering homeless kids ... and to protect and safeguard all children in need. 100
    Doctors Without Borders
    PO BOX 5022
    HAGERSTOW,MD21741     		none PC helps our field workers save lives in over 70 countries across the world, as they battle Ebola outbreaks in West Africa, aid refugees in Syria, develop treatment for malnutrition, and prevent and treat HIV and TB. The urgent medical care Doctors Without Borders provides depends on the money we raise. 100
    THE FRESH AIR FUND
    633 THIRD AVENUE 14FL
    NEW YOK,NY10164     		none PC Give the gift of time and feel your heart grow, knowing you've made a difference in the life of a child. From tutoring, mentoring, and encouraging our kids, to making phone calls and staffing recruitment days. 100
    INTERNATIONAL CATHOLIC MIGRATION
    PO BOX 96030
    WASHINGSTON,DC20077     		none PC To serves and protects uprooted people, including migrants, refugees, and internally displaced people, regardless of faith, race, ethnicity or nationality. With staff and programs in over 40 countries, ICMC advocates for sustainable solutions and rights-based policies directly and through a worldwide network of 132 member organizations. 100
    MUSCULAR DYSTROPHY ASSOCIATION
    PO BOX 97075
    WASHINGTON,DC20090     		none PC MDA is the worlds leading nonprofit health organization sponsoring research seeking the causes of and effective treatments for neuromuscular diseases. MDA research grants currently are supporting more than 250 projects worldwide. 100
    PRIESTS FOR LIFE
    PO BOX 1491
    MERRIFILD,VA22116     		none PC to promote a culture of life and also to undertake direct actions that help protect the life of the weakest, especially the unborn. 100
    SMILE TRAIN
    PO BOX 96246
    WASHINGTON,DC20090     		none PC Smile Train provides free cleft surgery to hundreds of thousands of poor children in developing countries. 100
    ST AIDAN'S GAELIC FOOTBALL CLUB
    Ballyoran Four Road
    Mount Talbot,Ballyoran, Four RMount Talbot
    EI     		none PC It is Ireland's largest sporting organisation and is celebrated as one of the great amateur sporting associations in the world today.The GAA is a volunteer led, community based organisation that promotes Gaelic games such as Hurling, Football, Handball and Rounders and works with sister organisations to promote Ladies Football and Camogie. It is part of the Irish consciousness and plays an influential role in Irish society that extends far beyond the basic aim of promoting Gaelic games. 5,000
    ST JUDE CHILDREN RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		none PC To advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. Consistent with the vision of its founder Danny Thomas, no child is denied treatment based on race, religion or a family's ability to pay. 250
    NOTRE DAME UNIVERSITY
    1100 GRACE HALL
    NOTRE DAME,IN46556     		none PC In support of Alliance for Catholic Education and the President's Circle. To provide everyone the opportunity to seek God, to study the world and to serve one another. Provide and enable university to offer unsurpassed undergraduate education & be a preeminent research university. 50,408
    NEW YORK-PRESBYTERIAN
    525 E 68TH ST BOX 123
    NEW YORK,NY10065     		none PC Support this leader in patient care, teaching, research and service to local, state, national and international communities, regardless of financial ability. 1,000
    BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467     		none PC Gifts to the Discretionary Fund of the Biology Department impact facultys research within the areas of molecular cell biology and genetics, cancer and cell cycle, neurobiology, developmental biology, structural and cellular biochemistry, vector biology, infectious disease, and bioinformatics. In addition, donations will help to grow student research, research that plays a critical role in both graduate and undergraduate education, by providing opportunities to a vast majority of Biology majors who might otherwise not have the opportunity to work in a laboratory setting or gain further enrichment by traveling to conferences to present their research findings. 126,195
    CATHOLIC CHARITIES NY
    1011 FIRST AVENUE 11TH FLOOR
    NEW YORK,NY10022     		none PC Catholic Charities Helps Solve the Problems of New Yorkers in Need -- non-Catholics and Catholics alike 100
    LEAD THE WAY FUND INC
    PO BOX 281
    MANHASSET,NY11030     		none PC Army Ranger Lead The Way Fund is a non-profit organization established to raise funds in support of disabled U.S. Army Rangers and the families of Rangers who have died, have been injured or are currently serving in harms way around the world 250
    MERCY CORPS
    PO BOX 2669 DEPT W
    PORTLAND,OR97208     		none PC When disaster strikes, economies collapse or conflict erupts, we are there to help people survive and get back on their feet 100
    SISTERS OF ST FRANCIS ASSISI
    3221 SOUTH LAKE DRIVE
    ST FRANCIS,WI53235     		none PC Franciscans with a future, bringing the healing, teaching, liberating, reconciling power of Jesus into the situations in which we live and minister. We are Women of faith touching a world in need. 100
    THE PATRIOT POST
    PO BOX 507
    CHATTANOOGA,TN37401     		none PC The Patriot Post is the highly acclaimed Journal of Essential Liberty, advocating individual rights and responsibilities, the restoration of constitutional limits on government and the judiciary, and the promotion of free enterprise, national defense and traditional American values 500
    ABANDONED CHILDREN'S FUND
    PO Box 5031
    Hagerstown,MD21741     		NONE PC Abandoned Children's Fund's mission is to aid the world's abandoned children. 100
    AID TO THE CHURCH IN NEED
    725 LEONARD STREET PO Box 220384
    BROOKLYN,NY11222     		NONE PC Aid to the Church in Needs mission is to help suffering and persecuted faithful worldwide. 100
    AMERICAN LEPROSY MISSIONS
    PO Box 6078
    ALBERT LEA,MN56007     		NONE   American Leprosy Missions exists to aid the affected by leprosy and related diseases 100
    ASSOCIATION OF THE MIRACULOUS MEDAL
    1811 WEST SAINT JOSEPH ST
    PERRYVILLE,MO63755     		NONE PC The Association of the Miraculous Medal brings Jesus Christ to the world by inspiring devotion to Mary 100
    CHRISTIAN APPALACHIAN PROJECT
    485 PONDEROSA DRIVE PO BOX 1768
    PAINTSVILLE,KY41240     		NONE PC Christian Appalachian Projects mission is building hope, transforming lives, and sharing Christs love through service in Appalachia. 100
    COMPANIONS OF ST ANTHONY
    PO BOX 9551
    WILTON,NH03086     		NONE PC We are the friars and their friends, who share a common bond inspired by the life and values together we give glory to God through living the values which were so dear to St. Anthony 100
    Franciscan Mission Associates
    274 W Lincoln Ave PO Box 598
    MT VERNON,NY10551     		NONE PC Our mission is to provide the Spiritual and Financial assistance for the Missions and ministries of the Friars of the Franciscan Province of the Immaculate Conception 100
    Make-A-Wish
    PO Box 97104
    Washington,DC20090     		NONE PC Make-A-Wish serves a unique, and vital, role in helping strengthen and empower children battling life-threatening medical conditions. 100
    Mercy Ships
    PO Box 1930
    Garden Valley,TX75771     		NONE PC Mercy Ships has delivered free services and want to keep providing the first-rate medical care that saves lives and transforms futures. 100
    Operation Smile
    PO Box 5017
    Hagerstown,MD21741     		NONE PC At Operation Smile we believe every child deserves exceptional surgical care. We believe all children deserve to be treated as if they were our own. 100
    Sacred Music in a Sacred Space
    980 Park Avenue
    New York,NY10028     		NONE PC Sacred Music in a Sacred Space at the Church of St. Ignatius Loyola in committed to presenting the finest sacred choral and organ repertoire spanning over 1,000 years. 250
    Salesian Missions
    PO Box 96567
    Washington,DC20090     		NONE PC We inform the public in the United States of the global work carried out by the missionaries and of the needs they encounter while serving the young and needy 100
    Sisters of St Benedict
    802 East 10th Street
    Ferdinand,IN47532     		NONE PC By our life and work, we commit ourselves to be a presence of peace as we join our sisters and brothers in the common search for God. 100
    Solidarity with the Persecuted Chur
    PO Box 96970
    Washington,DC20077     		NONE PC SPC builds solidarity between the Christian communities that live in freedom, and those that suffer under religious persecution 100
    St Jude Shrine
    512 W Saratoga St
    Baltimore,MD21201     		NONE PC The love of Christ urges us on. These words, inspired by St. Vincent Pallotti, are the foundation of a living ministry that reaches around the globe, serving the poor and needy in 46 countries on 5 continents 100
    Sudan Relief Fund
    PO Box 7084
    Merrifield,VA22116     		NONE PC The Sudan Relief Fund was created for the purpose of bringing food, clothing, shelter, medical attention and to the people of South Sudan. 100
    Trinity Missions
    PO Box 5007
    Hagerstown,MD21741     		NONE PC Our mission is to preserve the faith in areas and among people who are spiritually neglected and abandoned, especially the poor. Our chief effort is to develop a missionary spirit in the laity. 100
    Vietnam Veterans Memorial Fund
    PO Box 96764
    Washington,DC20090     		NONE PC To honor and preserve the legacy of service and educate all generations about the impact of the Vietnam War. 100
    NATIONAL REVIEW INSTITUTE
    215 LEXINGTON AVENUE 11TH FL
    NEW YORK,NY10016     		NONE PC To support this nonprofit organization to engage in policy development, public education, and advocacy that would advance the principles he championed and compliment the mission of National Review magazine. 10,223
    MEMORIAL SLOAN-KETTERING CANCER CEN
    1275 YORK AVENUE
    NEW YORK,NY10065     		NONE PC To provide resources crucial to every front in the fight against cancer, from groundbreaking research to first-rate education to the design of innovative and effective new therapies. 100,815
    FORDHAM UNIVERSITY
    441 East Fordham Road
    Bronx,NY10458     		NONE PC Fordham University, the Jesuit University of New York, is committed to the discovery of Wisdom and the transmission of Learning, through research and through undergraduate, graduate and professional education of the highest quality. Guided by its Catholic and Jesuit traditions, Fordham fosters the intellectual, moral and religious development of its students and prepares them for leadership in a global society 100,000
    AID FOR STARVING CHILDREN
    PO Box 2156
    WINDSOR,CA95492     		NONE PC Aid for starving children provide food, water, education and medical supplies to starving and needy children worldwide. We also provide emergency relief to children and families in places ravaged by natural disasters or war. 100
    Columbia Business School
    3022 BROADWAY
    NEW YORK,NY10027     		NONE PC Columbia Business school are committed to educating and developing leaders and builders of enterprises who create value for their stakeholders and society at large. 1,000
    DOMINICAN FRIARS FORMATION APPEAL
    141 East 65th Street
    NEW YORK,NY10065     		NONE PC The Dominican Friars support the Catholic Church and uphold its doctrines with clear preaching and careful study. Your support helps us uphold the Truth of Jesus Christ against a culture of relativism as pastors, professors, campus chaplains, hospital chaplains, itinerant preachers, and new media evangelists. 100
    DOMINICAN FRIARS FOUNDATION
    141 East 65th Street
    NEW YORK,NY10065     		NONE PC The Dominican Friars support the Catholic Church and uphold its doctrines with clear preaching and careful study. Your support helps us uphold the Truth of Jesus Christ against a culture of relativism as pastors, professors, campus chaplains, hospital chaplains, itinerant preachers, and new media evangelists. 100
    FEED THE CHILDREN
    PO BOX 36
    OKLAHOMA CITY,OK73101     		NONE PC Providing hope and resources for those without lifes essentials 100
    GOOD COUNSEL
    155 WEST PARKWAY
    POMPTON PLAINS,NJ07444     		NONE PC The Roman Catholic Community of Our Lady of Good Counsel Church, endeavour to create an environment of peace, joy and hospitality. We are nurtured by the Word of God and the Eucharist. We welcome each and every person to walk in our mission for the Father, as Disciples of Christ. 100
    SOLDIERS FOR WILDLIFE
    16 DeLongis Court
    SPARKILL,NY10976     		NONE PC Soldiers For Wildlife is dedicated to the conservation of Africa's most iconic species, and to directing action against those determined to drive them to extinction. 200
    Macular Degeneration Research
    22512 Gateway Center Drive
    CLARKSBURG,MD20871     		  PC BrightFocus drives innovative research worldwide and promotes awareness of Alzheimers, macular degeneration, and glaucoma. 100
    Mundelein Seminary
    1000 EAST MAPLE AVENUE
    MUNDELIAN,IL60060     		NONE PC The University of Saint Mary of the Lake/Mundelein Seminary prepares candidates for the diocesan priesthood and provides initial, post-graduate or ongoing formation for priests and those who collaborate with them in ministry. 100
    OBLATE MISSIONS
    323 Oblate Drive PO Box 659432
    SAN ANTONIO,TX78265     		NONE PC Proximity to the Missionary Oblates. They have committed their lives to assist the most desperate people. Each of us can commit by different ways for helping others. 100
    OUR LADY OF VICTORY HOMES OF CHARIT
    785 RIDGE RD
    LACKAWANNA,NY14218     		NONE PC The mission of Our Lady of Victory Homes of Charity is to continue Father Baker's legacy of caring by promoting devotion to Our Lady of Victory and by supporting services for children, adults and families in need. 100
    OXFAM
    1101 17th St NW Suite 1300
    WASHINGTON,DC20036     		NONE PC OXFAM mission is to create lasting solutions to poverty, hunger, and social injustice. 100
    PERKINS SCHOOL FOR THE BLIND
    175 N BEACON ST
    WATERTOWN,MA02472     		NONE PC The Perkins mission is to prepare children and young adults who are blind with the education, confidence and skills they need to realize their potential 100
    PRIEST OF THE SACRED HEART
    PO BOX 900
    HALES CORNERS,WI53130     		NONE PC Our mission is to make known the profound love that Jesus has for all people through prayer, service, social action and outreach among the poor and neglected. 100
    SERAPHIC MASS ASSOCIATION
    5217 Butler Street SUITE 100
    PITTSBURGH,PA15201     		NONE PC Often the work of a Capuchin missionary is evangelizationspreading the Gospel, while training local lay ministers for pastoral work. In other places, missionaries seek to implant the Capuchin Franciscan Order, becoming involved in local seminary work. 100
    SHRINERS HOSPITAL FOR CHILDREN
    3551 N Broad St
    PHILADELPHIA,PA19140     		NONE PC Shriners Hospitals for Children has a mission to: Provide the highest quality care to children with neuromusculoskeletal conditions, burn injuries and other special healthcare needs within a compassionate, family-centered and collaborative care environment. 100
    St Bonaventure Indian Mission Schoo
    25 W Navarre Blvd
    Thoreau,NM87323     		NONE PC St. Bonaventure Indian Mission and School is a private, Catholic agency providing the people of the Eastern Navajo Nation the opportunity to develop self-sufficiency through education, employment, housing and outreach services that make available food, water, clothing, and other social services. 200
    ST JOSEPH'S INDIAN SCHOOL
    1301 N MAIN ST
    CHAMBERLAIN,SD57325     		NONE PC Our mission is to educate Native American youth for life mind, body, heart and spirit 100
    STAR OF HOPE MINISTRIES
    34 Broadway
    PATERSON,NJ07505     		NONE PC Stars of HOPE empowers children of all ages to transform individuals and communities in need of hope through the power of art and messages of healing. 100
    THE AMERICAN IRISH HISTORICAL SOCIE
    991 5th Ave
    NEW YORK,NY10028     		NONE PC The American Irish Historical Society to preserve and promote Irish history. The American Irish Historical Society collects and displays material such as portraits, prints, trophies, and books which help tell the story of the Irish in New York City and beyond. 500
    THE ARTHRITIS FOUNDATION
    1355 Peachtree St NE Suite 600
    ATLANTA,GA30309     		NONE PC The Arthritis Foundation helps conquer everyday battles through life-changing information and resources, access to optimal care, advancements in science and community connections. 100
    THE MARIST BROTHERS
    70-20 Juno Street
    FOREST HILLS,NY11375     		NONE PC Marist Brothers strive to make a difference in the world by showing young people that they are loved, safe and cared for. They minister in school settings, parishes, retreats, spiritual accompaniments, at-risk youth settings, young adult ministries, and overseas missions 100
    The Passionists of Holy Cross Provi
    660 Busse Highway
    PARK RIDGE,IL60068     		NONE PC The Passionists, a family of priests, brothers and laity, reach out with compassion to the crucified of today. We keep alive the memory of Christs passion through our commitment to community, prayer, ministries of the Word, and service to those who suffer. 100
    THE PATRIOT FUND
    PO Box 1818
    MOUNT LAUREL,NJ08054     		NONE PC The Patriot Fund has been working hard to benefit reputable charities specifically focused on helping military veterans, wounded or killed in action, and their families. Our work is dedicated to funding and delivering charitable services, and we strive to inspire and improve the lives of those who need assistance. 250
    Church of St Ignatius Loyola
    980 Park Avenue
    NEW YORK,NY10028     		NONE PC Operating within the framework of Ignatian spirituality and the Jesuit tradition, seek and shared ministry as a true community of disciples, gathered in prayer and worship, sharing the Universal Churchs mission of evangelization and service. To conduct and address social and health activities/issues in the community. 50,408
    NEW YORK-PRESBYTERIAN
    525 E 68TH ST BOX 123
    NEW YORK,NY10065     		NONE PC Support this leader in patient care, teaching, research and service to local, state, national and international communities, regardless of financial ability. 50,408
    BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467     		NONE PC Gifts to the Discretionary Fund of the Biology Department impact facultys research within the areas of molecular cell biology and genetics, cancer and cell cycle, neurobiology, developmental biology, structural and cellular biochemistry, vector biology, infectious disease, and bioinformatics. In addition, donations will help to grow student research, research that plays a critical role in both graduate and undergraduate education, by providing opportunities to a vast majority of Biology majors who might otherwise not have the opportunity to work in a laboratory setting or gain further enrichment by traveling to conferences to present their research findings. 125,000
    Baseball United Foundation
    155 Prospect Ave
    Valhalla,NY10595     		NONE PC The Baseball United Foundation is a registered 501(c)(3) charity that provides support for the development of baseball programs in places where the game is not traditionally played. 1,089
    Bergen Catholic High School
    1040 Oradell Ave
    Oradell,NJ07649     		NONE PC Bergen Catholic High School is a diverse, Catholic community, which prepares young men to become dynamic global leaders by deepening religious faith, developing academic excellence, and strengthening social consciousness and responsibility in accordance with the Essential Elements of an Edmund Rice Christian Brother Education. 20,000
    Big Brothers Big Sisters of New Yor
    40 Rector Street
    New York,NY10006     		NONE PC BBBS of NYC mission is to give all children in New York City who face adversity an opportunity to experience a strong, enduring professionally supported one-to-one mentoring relationship with adults that will help change their lives for the better. 1,000
    Boston College POPS
    140 Commonwealth Ave
    Chestnut Hill,MA02467     		  PC The Pops on the Heights mission still stands strong: uniting BC families together for a magical evening in support of financial aid. When we come together as a community, we can make a transformational impact helping to shape the futures for so many deserving students. 100,815
    Seton Hall Preparatory School
    120 Northfield Ave
    West Orange,NJ07052     		  PC Seton Hall Preparatory School is a Catholic, college-preparatory school called to serve young men of diverse cultural and economic backgrounds. 51,213
    Regis High School
    55 E 84th St
    New York,NY10028     		  PC Regis High School offers a tuition free Jesuit college preparatory education to Roman Catholic young men from the New York metropolitan area who demonstrate superior intellectual and leadership potential. In the admissions process, special consideration is given to those who cannot otherwise afford a Catholic education. 55,000
    The Federalist
    1776 I Street NW Suite 300
    Washington,DC20006     		  PC The Federalist Society, is an organization of conservatives and libertarians seeking reform of the current Law of the United States in accordance with what the organization says is a textualist or originalist interpretation of the U.S. 200
    The Rutherford Irish American Assoc
    PO Box 233
    Rutherford,NJ07070     		  PC The Rutherford Irish American Association is a 501(c)3 nonprofit organization that was formed with the sole mission to promote and celebrate the cultural ties between Ireland and the United States. 500
    The Toms River Field of Dreams
    1358 Hooper Avenue PO Box 252
    Toms River,NJ08753     		  PC To provide communities in Monmouth and Ocean Counties an all-inclusive complex which has a playground and other multiple physical and cognitive environments which create and recognize everyones right to fully participate in equitable play. This inclusive complex intentionally addresses the physical and social inclusion of people of all ages and abilities. 5,000
    NYGC Park
    101 6th Ave
    New York,NY10013     		  PC The New York Genome Center (NYGC) is an independent, nonprofit at the forefront of transforming biomedical research and clinical care with the mission of saving lives. 2,000
    Verona Football
    151 Fairview Ave
    Verona,NJ07044     		  PC We strive to provide an athletic experience that will help our student-athletes learn valuable lessons such as sportsmanship, determination, perseverance and teamwork. We will make every effort to provide our young men and women with the best in equipment, facilities, and coaching in order to help them grow, learn, and be ready to contribute to our global society. 100
    Total .................................bullet 3a 1,354,860
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Page 12
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 202,279  
    4 Dividends and interest from securities....     14 642,360  
    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.....     14 1,393  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        241,256
    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)..   843,246 241,256
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,084,502
    (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)
    Page 13
    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 2019-11-07 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 nameRobert V Chadwick Preparer's Signature   Date   PTIN P00009898
    Firm's name SmallBulletChadwick and Company CPA PC
          		Firm's EIN SmallBullet22-3503237  
    Firm's address SmallBullet225 Highway 35 Suite 102C
     
    Red Bank, NJ07701
    		 Phone no. (732) 345-8300
    Form 990-PF (2018)
    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description