c. Department of the Treasury Intemal Revenue Service For calendar year 2018 or tax year beginning Name of foundation FOUN DAT ION ?2949132093701 9 Return of Private Foundation or Section Trust Treated as Private Foundation Do not enter social security numbers on this form as it may be made public Go to gov/FoerQOPF for instructions and the latest information. 2018, and ending a OMB No 1545-0052 2018 Open to Public Inspection 20 A Employer number 25-1823874 TNI?umber and street (or 0 box number if mail is not delivered to street address) 1159 STREET, NW . Roomlsune 8 Telephone number (see instnictions) (202) 232,-4418 City or town, state or provmce, country, and ZIP or foreign postal code WASHINGTON DC 20009 If exemption application 13 pending. check here Check all that apply Initial return Final return Address change Initial return of a former public charity Amended return Name change 1 Foreign organizations. check here . 2 Foreign organizations meeting the 85% test, check here and attach Check type of organization Section 501(c)(3) exempt private foundation Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation computation II private loundation status was Ienninated 1 Fair market value of all assets at end of year (from Part II. col line 16) meinalysis of Revenue and Expenses (The 2,410,709,102. Accounting method Cash Accrual Other (specrfy) (Part I, column must be on cash ba3is) under section check here . It the foundation is in a 60-month terrnination under section check here El total of amounts in columns and Revenue and Net investment Disbursements Adjusted net for charitable )3 enses may not necessarily equal the amounts in prooks pe Income income purposes column (see instructions) (cash ba5is only) Contributions. gifts, grants. etc . received (attach schedulethe foundation IS not reqUIred to . Chec" attach Interest on and temporary cash investmentsDiwdends andinterest from securities . . . . Gross rents 40,295,953. 40,003,966. I Net rental income or (loss) I 3 6a Net gain or (loss) from sale ofassets not on line 10 52 302 1'95 374,549411- i 3 7 Capital gain net income (from Part IV. line Net short-term capital gain 1 CD 9 Income modifications 10 3 Gross sales less returns I and allowances F, Less Castor goods sold I WE (attach schedule) . Y11W&le) . 1,829,674. 2,203,589. 1' Addlines1throu~ml 169:0881570- 123,953,363. 1 0 ns ti .d-h?igaJmsteesetc . 872?600' 872?600? uzi it reassess. ?15 fits 253,288. 253,288. 485,093. 485,093. I: ing fees (attach schedule) .3 Other professmnal fees (attach schedule). . . g1? Interest. .ATCH .3 597'309' 561'392' 18 Taxes (attach schedule) (see instructionsDepreCiation (attach schedule) and depletion . 1 4 7 9 6 1 320 Occupancy 657'322' 657?322' 13 21 Travel, conferences. and meetings 393 877 393 877 22 Printing and publications 2'23 Other expenses(attach schedule)A.TCH .5. 6'348'314' 4'998'497? 1' 164? 696' ?5 24 Total operating and administrative expenses. in Addlines13through23 16'2261505- 53473398- 0 25 Contributions. gifts,grants paid 146'206?336' 146'206'336' 26 Totalexpensesanddisbursements Add line524and 25 162'432'842' 6'198'067' 0' 152?053?734? 27 Subtract line 26 from line 12 a Excess of revenue over expenses and disbursements 6: 655! 728 - Net investment income (if negative, enter -0Adjusted net income (if negative. enter -0-). . 5:343:63: Eagperwork Reduction Act Notice. see instructions. Form 990-PF (2018) 61/16 6? Form 'sso-PF (2013) Page 2 Attached schedules and amounts In the Balance Sheets description column should be for end-of-year Beginning of year End of year amounts only (See Book Value Book Value Fair Market Value 1 Cash-non-interest-bearing 2,949,742. 4,565,382. 4,565,382. 2 Savmgs and temporarycash investments 292'648'326' 264'228'213' 264'228'213? 3 Accounts receivable 1 Less allowance for doubtful accounts 4 Pledges receivable Less allowance for doubtful accounts 1 5 Grants receivableReceivables due from officers. directors. trustees, and other disqualified persons (attach schedule) (see instructions) . . . 7 Other notes and loans receivable (attach schedule) 3 7 9 000 - ATCH 6 1 Less allowancefordoubtfulaccountsP 3'179r000- 3r179r000- 3'179r000- 8 Inventories for sale or use 3 9 Prepaid expenses and deferred charges 103 Investments - and state government obligations (attach schedule). . schedule) ATCH .7. . . 606'627r290- 469r364r466? 56lr242r364- Investments - corporate bonds (attach schedule) 1 1 Investments - land. buildings. and eqUIpment baSIs Less accumulated depreCiation (attach schedule) 12 investments - mortgage loans 13 1,135,218,414. 1,332,277,108. 1,447,756,395. 14 gnf?n?gg?tj'g?lgnd ATCH 9 Less accumulateddepreclallonp 147,906. 16,747,892. 18,046,887. 18,046,887. (attach schedule) 15 Otherassets(describe> ATCH 10 114,490,330. 111,690,861. 111,690,861. 16 Total assets (to be completed by all filers - see the instructions Also,seepage1,item ) 2,171,860,994. 2,203,351,917. 2,410,709,102. 17 Accounts payable and accrued expenses Grants payable I 3 19 Deferred revenue '7 20 Loans from officers. directors. tmstees. and other disqualified persons. . 7 21 Mortgages and other notes payable (attach schedule) :1 22 Other liabilities (describe ATCH Total liabilities (add lines 17 through 22990. . Foundations that follow SFAS 117. check here . and complete lines 24 through 26, and lines 30 and 31. 24 Unrestricted 25 Temporarily restricted I .U 26 Permanently restricted 1 Foundations that do not follow SFAS 11?. check here I It and complete lines 27 through 31. 27 Capital stock. trust or current funds I 28 Paid-in or capital surplus. or land. and eqUIpment fundRetained earnings. accumulated income. endowment. or other funds . . Total netassets orfund balances (see instructions) 2! 171! 575r 199- 2r203r 230: 927 - I 31 Total liabilities and net assetslfund balances (see instructions) 2:203:35lr917- I Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year - Part II. column line 30 (must agree With end-of?year figure reported on prior year's returnEnter amount from Part I. line 27a 2 6. 655: 728- 3 Other increases not included in line 2 (itemize) ATCH 12 3 25 000: 000 - 4 Add lines1.2. and3 4 2,203,230,927- 5 Decreases not included in line 2 (itemize) 5 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II. column line 203: 230: 92.7 - Form 990-BF (20153) JSA BE14201 000 Form 990-PF (2018) Page 3 Part Iv Capital Gains and Losses for Tax on Investment Income List and describe the kind(s) of property sold (for example. real estate. ?22339"; Date acquired (61) Dale 501d 2-story brick warehouse. or common stock, 200 MLC Co) "10 . day. W) (m0 . day. Yr) 1a SEE PART IV SCHEDULE Gross sales price DepreCIation allowed (9) Cost or other has Gain or (loss) (or allowable) plus expense of sale plus minus a Complete only for assets showrng gain in column and owned by the foundation on 12131169 (I) Gains (Col gain minus FMV as of 12/31/69 g?SAg?uf?fg?gs gigs?? Ens) a 2 Capital gain net income or (net capital loss) If gain. also enter In Part line 7 If (loss). enter -0- in Part I, line Net short-term capital gain or (loss) as defined in sections 1222(5) and (6) If gain. also enter in Part 1. line 8. column See instructions If (loss). enter -0- In Part I. line 8 3 0 - 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 doesn't qualify under section 4940(a) Do not complete this part : Yes No 1 Enter the appropriate amount in each column for each year, see the instructions before making any entries (3) (dl It) In) Adjusted qualifying dislnbutions Net value of nonchantable-use assets (col 2017 43,354,614. 2,368,719,257. 0.018303 2015 66,617,554. 2,037,365,656. 0.032698 2015 115,857,024. 2,061,009,053. 0.056214 2014 86,940,601. 2,088,862,045. 0.041621 0 2013 ?0 63,450,582. 1,838,773,342. 0.034507 2 Total of line 2 0.183343 3 Average distribution ratio for the 5-year base period - lelde 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 - 036669 4 Enter the net value of noncharitable-use assets for 2018 from Part X, line Multiply line4by line3 5 88'294?611' 6 Enter 1% of net investment income of Part I, line 27b) 6 177 553 . 7 Add lineSSand6 7 89'472'164' 8 Enter qualifying distributions from Part XII. line line 8 IS equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part usmg a 1% tax rate See the Part VI instructions JSA BE 1430 1 000 Form 990-PF (2018) Form ego-PF (201a) 0.069) 7 8 9 10 a Page 4 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 and enter on line1 Date of mling or determrnation letter (attach copy of letter If necessary - see Instructions) Domestic foundations that meet the section 4940(e) requnements in Part V. check 1 1 I 177, 553 - here and enter 1% of Part I, line 27b All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only, others, enter -0-) 2 Addlines1and2 - 3 011177553- Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only, others, enter -0-) 4 0 - Tax based on investment income. Subtract line 4 from line 3 If zero or less. enter -0- 5 1 l7 7 553 Credits/Payments 2018 estimated tax payments and 2017 overpayment credited to 2018Exempt foreign organizations - tax Withheld at source 513 Tax paid With application for extensmn of time to file (Form 8868) 56 Backup Withholding erroneously Withheld 6d Total credits and payments Add lines 6a through Enter any penalty for underpayment of estimated tax Check here El if Form 2220 is attached 3 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed 9 Overpayment If line 7 is more than the total of lines 5 and 8, enter the amount overpaid Enter the amount of line 10 to be Credited to 2019 estimated tax 1 857 99 . Refunded 11 11 Part VII-A Statements Regarding Activities 1a During the tax year. did the foundation attempt to influence any national, state. or local legislation or did it Yes No partimpate or intervene In any DO'Itlca' campaign? 1a Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions for the definition ?9 If the answer is "Yes" to 1a or 1b. attach a detailed description of the actiwties and copies of any materials published or distributed by the foundation in connection With the Did the foundation file Form 1120-POL for this year? 16 Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year (1)0n the feundatron (2) 0n foundation managers Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation managers 2 Has the foundation engaged in any actiwties that have not prewously been reportedtothelRS" 2 If "Yes." attach a detailed description of the actiwties 3 Has the foundation made any changes, not prewously 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 4a Did the foundation have unrelated business gross income of$1.000 or more during the year? 43 If "Yes." has it filed a tax return on Form 990-T for this year? 4b 5 Was there a liqurdation. termination, dissolution, or substantial contraction during the year? 5 If "Yes." attach the statement required by General Instruction 6 Are the reqwrements of section 508(e) (relating to sections 4941 through 4945) satisfied either 0 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? 5 7 Did the foundation have at least $5,000 in assets at any time during the year? If "Yes." complete Part II, col and Part XV 7 8a Enter the states to which thefoundation reports or With which it is registered Seeinstructions If the answer is "Yes" to line 7. has the foundation furnished a copy of Form 990-PF to the Attorney General (or desrgnate) of each state as requured by General Instruction G7 If attach explanation 3'3 9 is the foundation claiming status as a private operating foundation Within the meaning of section 4942())(3) or for calendar year 2018 or the tax year beginning in 2018'? See the instructions for Part XIV If "Yes." complete Part XIV 9 10 Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses 10 Form 990-PF (2013) JSA BE14401000 Form ?eeo-PF (201a) Part VII-A Statements Regarding Activities (continuedPage 5 Yes No At any time during the year, did the foundation, directly or Indirectly, own a controlled entity Within the meaning of section 512(b)(13)7 If "Yes," attach schedule See instructions 11 Did the foundation make a distribution to a donor adVised fund over which the foundation or a disqualified person had adwsory prmleges" If "Yes," attach statement See instructions 12 Did the foundation comply With the public inspection requnements for its annual returns and exemption application? 13 Web5ite address The booksareincareof - Telephoneno 202?232?4448 Locatedat >1759 STREET, NW WASHINGTON, DC zgp+4 20009 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - check here and enter the amount of tax-exempt interest recelved or accrued during the year 15 I At any time during calendar year 2018, did the foundation have an interest in or 3 Signature or other authority Yes No over a bank, securities, or other finanCIal account in a foreign country? 16 See the instructions for exceptions and filing reqwrements for Form 114 If "Yes," enter the name of the foreign country 5 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 During the year, did the foundation (either directly or Indirectly) (1) Engage in the sale or exchange, or leasmg of property With adlsquallfied person? Yes No (2) Borrow money from, lend money to, or othenivise extend credit to (or accept it from) a disqualified person?> No (3) Furnish goods, serVices, or facmties to (or accept them from) a disqualified person? No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person9 No (5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use ofadisqualified person)? Cl Yes No (6) Agree to pay money or property to a government offICial7 (Exception. Check "No" if the foundation agreed to make a grant to or to employ the of?cral for a period after termination of government serwce, ifterminating Within 90 days) Yes No If any answer is "Yes" to did any of the acts fail to qualify under the exceptions described in Regulations section 53 4941 or in a current notice regarding disaster aSSIstance?7 See instructions 1b Organizations relying on a current notice regarding disaster aSSistance, check here 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 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private operating foundation defined in section or 4942(1)(5)) At the end of tax year 2018. did the foundation have any undistributed income (lines 6d and 6e, Part for tax year(s) beginning before 20187 Yes I3 No If"Yes,"listthe years Are there any years listed in 2a for which the foundation is not applying the 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 If the of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here I Did the foundation hold more than a 2% direct or indirect interest in any busmess enterprise at any time during the year? Yes No If "Yes," did it have excess busmess 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 Commussmner under section 4943(c)(7)) to dispose of holdings achired 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 busmess holdings in 2018 3b Did the foundation Invest during the year any amount in a manner that would Jeopardize its charitable purposes" 4a Did the foundation make any investment in a prior year (but after December 31, 1969) that could Jeopardize its I charitable purpose that had not been removed from Jeopardy before the first day of the tax year beginning in 20189 4b JSA Form 990-PF (201a) BE1450 1 000 Form ?eso-PF (2018) 3 .Part VII-B Statements Regarding Activities for Which Form 4720 May Be Required (continued) Page 6 5a During the year, did the foundation pay or incur any amount to Yes No (1) Carry on propaganda, or othenvise attempt to influence legislation (section 4945(e))9 Yes No 1 (2) Influence the outcome of any speCIfic public election (see section 4955), or to carry on, directly or indirectly, any voter registration drive? Yes No (3) Prowde a grant to an Inleldual for travel, study, or other sumilar purposes? Yes N0 (4) Prowde a grant to an organization other than a charitable, etc, organization described in section 4945(d)(4)(A)" See Instructions Yes No (5) Prowde for any purpose other than religious, charitable, SCIentific, literary, or educational . purposes. or for the prevention of cruelty to children or animals? Yes No If any answer is "Yes" to did any of the transactions fail to qualify under the exceptions described in Regulations section 53 4945 or in a current notice regarding disaster aSSistanoe'r? See instructions 5b Organizations relying on a current notice regarding disaster check here If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax because it maintained expenditure respon5ibility for the grant? Yes ?0 If "Yes," attach the statement wowed 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 benefltconlract7 Yes No Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 6b If "Yes" to 6b, ?le Form 8870 7a At any time during the tax year. was the foundation a party to a prohibited tax shelter transactnon?, Yes No 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(s) during the year" Yes No and Contractors 1 List all officers, directors, trustees, and foundation managers and their compensation. See instructions. Information About Of??cers, Directors, Trustees, Foundation Managers, Highly Paid Employees, Title, and average Compensation Contributions to Expense account, a Name and address hours er week If not ald, employee bene?t plans devoted go posrtion (entereoq and deferred compensation other allowances ATCH 13 872,600. 103,332. 0. 2 Compensation of five highest-paid employees (other than those included on line 1 - see instructions). If none, enter Name and address of each employee paid more than $50,000 Title, and average hours per week devoted to posrtion Corn pen sation Contributions to employee bene?t plans and deferred Expense account, other allowances compensation ATCH 14 824,231. 118,223. 0. . 0 Total number of other employees paid over $50,000 9 Form 990-PF (2013) JSA 8E14601000 6 Form 990-PF (2013) Page 7 Part Information About Of?cers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors (continued) 3 Five highest-paid independent contractors for professional services. See instructions. If none, enter Name and address of each person pald more than $50,000 Type of service Compensatlon ATCH 15 389,436. 0 Total number of others recelvmg over $50,000 for professnonal servnces . Part IX-A Summary of Direct Charitable Activities Lust the foundation's four largest direct charitable dunng the tax year Include relevant statistical Inlormatlon such as the number at Expenses organizatlons and other bene?cranes served. conferences convened. research papers producedPart IX-B Summary of Program-Related Investments (see Instructlons) Describe the two largest program-related Investments made bythe foundation dunng the tax year on 1 and 2 Amount 1 NONE All other program-related Investments See 3 NONE Total. Add? mes 1 through 3 a Form 990-PF (2018) JSA BE1465 1 000 Form sea-PF (2013) Pages Part 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 fair market value of securities 1a 2 306' 128 913- Average of cash balances 1b 7 I 601 899- Fair market value of all other assets (see instructions) 1c 130: 819; 043 - - .. 1d 2,444,549,855. Reduction claimed for blockage or other factors reported on lines 1a and 1c (attach detailed explanation) I 1e 2 AchISItion indebtedness applicable to line 1 assets 2 3 Subtract IIne2from IIne1d 3 2,444,549,855. 4 Cash deemed held for charitable actiwties Enter 1 112 of line 3 (for greater amount. see InstructionSNet value of noncharitable-use assets. Subtract line 4 from line 3 Enter here and on Part V. line Minimum investment return. Enter 5% of line 5 6 120: 394 080 - Distributable Amount (see Instructions) (Section and private operating foundations and certain foreign organizations. check here D): and do not complete this part) 1 Minimum investment return from Part X, line 6 1 120investment income for 2018 from Part VI. line 5 23 1 I 177 553 income tax for 2018 (This does not include the tax from Part VI . 2b Add lines 2a and 2b 2c 1.177.553. 3 Distributable amount before adjustments Subtract line 2c from line 1 3 119: 216: 527 - 4 Recoveries of amounts treated as qualifying distributions Add IIne83and4 5 123,943,421. 6 Deduction from distributable amount (see instructions) 5 7 Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part line1 7 123,943,421- 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 line 26 1a 152 053: 734 - Program-related investments - total from Part 1b 2 Amounts paid to achIre 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 Cash distribution test (attach the reqUIred schedule) 3b 4 Qualifying distributions. Add lines 1a through 3b Enter here and on Part v. Ilne 8. and Part line 4 4 152. 053. 734. 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 5 177, 553 . 6 Adjusted qualifying distributions. Subtract line 5 from line 4 6 150 876: 181 - Note: The amount on line 6 Will be used in Part V, column in subsequent years when calculating whether the'foundation qualifies for the section 4940(e) reduction of tax in those years Form 990-PF (2018) JSA 8E14701 000 Form 990-PF (201s) Undistributed Income (see Instructions) 2 a Page 9 Distributable amount for 2018 from Part XI. line? Undistributed income. if any. as of the end of 2018 Enter amount for 2017 only bTotall?orpnoryears 20 16 .20 15 .2044 (C) Corpus Years prior to 2017 2017 2018 123, 943, 421 . 85, 326, 299. 3 Excess distributions carryover, if any. to 2018 a From 2013 From 2014 From 2015 From 2016 From 2017 Total of lines 3a through 4 Qualifying distributions for 2018 from Part ??94 152,053,734. a Applied to 2017, but not more than line 2a . . . GO. Applied to undistributed income of prior years (Election required see instructions) Treated as distributions out of corpus (Election reqUIred - see instructions) Applied to 2018 distributable amount Remaining amount distributed out of corpus. . . Excess distributions carryover applied to 2018 (If an amount appears in column the same amount must be shown in column Enter the net total of each column as indicated below: a Corpus Add lines 3f, 4c, and 4e Subtract line 5 0' 10 Prior years' undistributed income Subtract line 4b from line 2b 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 Subtract line 6c from line 6b Taxable amount - see instructions Undistributed income for 2017 Subtract line 4a from line 2a Taxable amount - see instructions Undistributed income for 2018 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2019 Amounts treated as distributions out of corpus to satisfy re?qmrements imposed by sec?on 170(b)(1)(F) or 4942(g)(3) (Election may be requrred - see instructions) Excess distributions carryover from 2013 not applied on line 5 or line 7 (see instructions) . Excess distributions carryover to 2019. Subtract lines 7 and 8 from line 6a of line 9 85,326,299. 66,727, 435. - 57,215, 986. a Excess from 2014 . Excess from 2015 . . . Excess from 2016 . . . Excess from 2017 . . . Excess from 2018 . . . JSA BE1480 1 000 Form 990-PF (201a) - Form sea-PF (2013) Page/1?0 Part XIV Private Operating Foundations (see Instructions and Part VII-A, question 9) NOT 1 a 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 Check box to indicate whether the foundation is a private operating foundation described in section I I I 4942(1)(5) 2a Enter the lesser of the ad- Tax year Prior 3 years Total Justed net income from Part 2013 2017 (C) 2016 2015 I or the minimum investment return from Part for each year listed 85% oi Ilne 2a - Qualifying distributions from Pan XII. line 4 for each year listed (1 Amounts included in line 2c not used directly for active conduct of exempt actiwties Qualifying distributions made directly for active conduct of exempt activities Subtract line from linegc 3 Complete 3a. b. or for the alternative test relied upon a "Assets" alternative test - enter (1) \Ialueofall assets. . . . (2) Value of assets qualifying under section . . "Endowment" alternative test- enter 213 of minimum invest- ment return shown in Part lineSfor each yearlisled. . . "Support" alternative test - enter (1) Total support other than gross investment income (interest, diVidends, rents, payments on securities loans (section or royalties) (2) Support from general public and 5 or more exempt organizations as prowded in section 4942 (3) Largest amount of sup- port from an exempt organization (4) Gross investment income . Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets at any time during the year see instructions.) 1 Information Regarding Foundation Managers: a List 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 $5,000) (See section 507(d)(2) HANSJOERG WYSS List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest . 0 A 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs: Check hereb- if the foundation only makes contributions to preselected charitable organizations and does not accept unsoIICited requests for funds If the foundation makes gifts, grants, etc, to indIViduals or organizations under other conditions. complete items 2a. b. c. and See instructions a The name, address. and telephone number or email address of the person to whom applications should be addressed The form in which applications should be submitted and information and materials they should include Any submissmn deadlines Any restrictions or limitations on awards, such as by geographical areas. charitable fields. kinds of institutions. or other factors Form 990-PF (2018) JSA 8E1490 1 000 Form 990-PF (2018) Part Supplementary lnformationLcontmued) Page11 3 Grants and Contributions Paid Durin the Year or Approved for Future Payment "551?53'393'r?ei'e??l?i'?gl??" Purpose of grant or Amount Name and address (home or reelplenl a Paid during the year SEE ATTACHED SCHEDULE PC 146,206,336. 0 I Total 3a 146,206,336- Approved for future payment . . . . Total 3b JSA BE 1491 1 000 Form 990-PF (201s) I 9 Form 990-PF (2018) Part XVI-A 01$th .5 _l 12 Analysis of Income-Producing Activities Page12 Enter gross amounts unless Unrelated busmess Income Excluded by sectlon 512, 513, or 514 (9) Related or exempt Busmfagz code Emmi: code ??int functlon Income Program sewlce revenue (See Instructions a I 9 Fees and contracts from government agenCIes Membershl dues and assessments Interest on saVIngs and temporary cash Investments - and lnterest from securltles 523000 31' 049 14 40? 316? 103' Net rental Income or (loss) from real estate a Debt-?nanced property Not debt-?nanced property Net rental Income or (loss) from personal property 523000 _292?566? l8 2?122'240' Galn or (loss) from sales of assets other than Inventory Net Income or (loss) from speCIal events - - - Gross profit or (loss) from sales of lnventory . . Other revenue a Subtotal Add . . . . -255.728- 94,734,749. Total Add llne 12, columns and (See worksheet ln line 13 Instructlons to verlfy calculatlons) Line No. JSA 8E1492 1 000 Relationshi of Activities to the Accom ishment of Exem Explain below how each for Income ls reported In column of Part XVI-A Importantly to the of the foundatlon's exempt purposes (other than by funds for such purposes) (See Instructlons Form 990-PF (2013) Form 990-PF (201 a) Page 13 .- Information Regarding Transfers to and Transactions and Relationships With Noncharitable Exempt Organizations 1 Did the organization directly or indirectly engage In any ofthe following With any other organization described Yes No In section 501(0) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting foundation to a noncharitable exempt organization of. (1) Cash 1am (2) Other assets 1am Other transactions (1) Sales of assets to a noncharitable exempt organization 1h(1) (2) Purchases of assets from a noncharitable exempt organization 1b(2) (3) Rental of facrlities, equrpment, or other assets 10(3) (4) Reimbursement arrangements 10(4) (5) Loans or loan guarantees 1b(5) (6) Performance of services or membership or solicrtations 1b(6) Sharing of facilities, equrprnent, mailing lists, other assets, or paid employees 1c if the answer to any of the above is "Yes," complete the foliowrng schedule. Column should always show the fair market value of the goods, other assets, or servrces given by the reporting foundation If the foundation received less than fair market value in any transaction or sharing arrangement. show in column the value of the goods, other assets, or serVices received Line no Amount involved Name of noncharitable exempt organization Description of transfers, transactions, and sharing arrangements 1C 98,486. BERGER ACTION FUND PAYMENT FROM ORGANIZATION FOR INC. SHARED PERSONNEL FACILITIES 2a Is the foundation directly or indirectly af?liated with, or related to, one or more tax-exempt organizations described in section 501 (otherthan section 501 or in section 527'? Yes No If "Yes," complete the followiqu schedule Name of organization Type of organization Description of relationship BERGER ACTION FUND IRC 501 (C) (4) COMMON DIRECTORS OFFICERS INC . Under penalties of penury, declare that have examined this return, including accompanying scheduloc and statements, and to the best of my knowledge and belief, it is true, correct, and complete Declaration reparer (other than taxpayer) is based on all information of which preparer has any knowledge Sign May the IRS discuss this relum JOSEPH FISHER I ?l )3 TREASURER With the preparer shown below? Here Signature ofof?oerortru? Date Title Seeinstructions .Yes Print/Type preparers name Pre arei?s Signature Date Check if PTIN Pa'd ERIC MCNEIL 120mm, 11/12/2019 self-employed 1900460263 Preparer Fum-sname LLP Firm'sElN >13?4008324 Use Only Firm'saddre$ p2001 MARKET STREET SUITE 1800 PHILADELPHIA, PA 19103 phoneno 267-330?3000 Form 990-PF (201a) JSA 8E1493 1 000 2018 FORM 990-PF FORM - PART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVEST ENT INCO or Date Date sold of Property Description acqunred Gross sale Deprecnatlon Cost or FMV Ad] basns Excess of Gain pnce less allowed! other as of as of FMV over or expenses of sale allowable basns 12/31/69 12/31/69 adl (loss) TOTAL SHORT-TERM COMMON TRUST FUND AND . PARTNERSHIP, CORPORATJON, AND OTHER . ESTATES OR TRUST GAIN OR LOSS -4024884. TOTAL LONG-TERM COMMON TRUST FUND AND PARTNERSHIP, CORPORATION, AND OTHER ESTATES OR TRUST GAIN OR LOSS 25267886. TOTAL CAPITAL GAIN DISTRIBUTIONS 20. MORGAN STANLEY - SEE ATTACHED PROPERTY TYPE: SECURITIES 8,683,876. 10517177. -1833301. MORGAN STANLEY - SEE ATTACHED PROPERTY TYPE: SECURITIES 26081128. 24410707. 1,670,421. MORGAN STANLEY SEE ATTACHED PROPERTY TYPE: SECURITIES 15303393. 13535477. 1,767,916. MORGAN STANLEY - ROCKWELL COLLINS 04/17/2017 11/28/2018 PROPERTY TYPE: SECURITIES 41878124. 28872166. 13005958. MORGAN STANLEY - KLX INC 10/09/2018 PROPERTY TYPE: SECURITIES 29930040. 2,110,864. 27819176. MORGAN STANLEY ZUERCHER KANTONAL 08/27/2013 12/14/2018 PROPERTY TYPE: SECURITIES 120,228. 130,241. -10,013. NORTHERN TRUST - SEE ATTACHED PROPERTY TYPE: SECURITIES 1 70437956. 72822756. -2384800. NORTHERN TRUST - SEE ATTACHED PROPERTY TYPE: SECURITIES 109901863. 93822815. 16079048. NORTHERN TRUST MFC ISHARES GOLD 06/30/2016 09/05/2018 PROPERTY TYPE: SECURITIES 2,318,454. 2,576,985. -258,531. NORTHERN TRUST SEE ATTACHED JSA 8E1730 1 000 2016 FORM 99 O-PF FORM 990-PF - PART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVEST ENT INCOME or Date Date sold Kind of Property Description acqwred Gross sale Deprecnatlon Cost or FMV Ad] basrs Excess of Galn price less allowed! other as of as of FMV over or expenses of sale allowable basrs 12/31 I69 ad basrs (loss) PROPERTY TYPE: SECURITIES 27391664. . 22198463. . .5,193,201. . NORTHERN TRUST MFC ISHARES GOLD 06/30/2016 09/05/2018 PROPERTY TYPE: SECURITIES 558,908. 621,232. -62,324. NORTHERN TRUST SEE ATTACHED PROPERTY TYPE: SECURITIES 20700455. 21235619. ?535,164. TOTAL 81694609. I. JSA 8E1730 1 000 3 Schedule of Contributors 0MB (Form 990, BSD-E2, 3233382201, the mas? Attach to Form 990, Form 990-52, or Form 990-PF. 2631 8 Internal Revenue Semce Go to for the latest information. Name of the organization Employer identification number WYSS FOUNDATION Organization type (check one) . . . Filers of: Section: Form 990 or 990-EZ 501(c)( (enter number) organization El 4947(a)(1) nonexempt charitable trust not treated as a private foundation ?1 527 political organization Form 990-PF 501(c)(3) exempt private foundation El 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation Check if your organization is covered by the General Rule or a Special Rule. Note: Only a section 501(c)(7). (8). or (10) organization can check boxes for both the General Rule and a Special Rule See instructions General Rule For an organization filing Form 990. 990-EZ. or 990-PF that received, during the year. contributions totaling $5,000 or more (in money or property) from any one contributor Complete Parts I and It See instructions for determining a contributor's total contributions Special Rules For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 113% support test of the regulations under sections 509(a)(1) and that checked Schedule A (Form 990 or 990-EZ). Part II. line 13. 16a. or 16b, and that received from any one contributor, during the year. total contributions of the greater of (1) $5.000, or (2) 2% of the amount on Form 990. Part line 1h. or (ii) Form 990-EZ. line1 Complete Parts and II I: For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor. during the year. total contributions of more than $1.000 ?xcluswely for religious, charitable, seientific, literary, or educational purposes, or for the prevention of cruelty to children or animals Complete Parts (entering in column instead of the contributor name and address), II, and C) For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor. during the year. contributions excluswely for religious. charitable. etc . purposes, but no such contributions totaled more than $1 .000 If this box is checked, enter here the total contributions that were received during the year for an exclusrvely religious. charitable. etc . purpose Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusrvei'y religious. charitable. etc . contributions totaling $5.000 or more during the year Caution: An organization that isn't covered by the General Rule and/or the SpeCIal Rules doesn't ?le Schedule (Form 990, 990-EZ, or 990-PF), but it must answer "No" on Part IV, line 2, of its Form 990, or check the box on line of its Form or on its Form 990-PF, Part I. line 2, to certify that it doesn't meet the filing reqwrements of Schedule (Form 990. 990-EZ, or 990-PF) For Paperwork Reduction Act Notlce, see the for Form 990, 990-EZ, or 990-PF Schedule (Form 990, 990-EZ, or 990-PF) (2018) JSA 8E1251 1000 Name of organization Schedule (Form 990, 990-EZ, or 990-PF) (2018) WYSS FOUNDATION Page 2 Employer Identification number 25-1823874 Contributors (see instructions) Use duplicate copies of Part I if additional space is needed (C) No. Name, address, and ZIP 4 Total contributions Type of contribution HANSJOERG. WYSS . OPerson Payroll P.O. BOX 11270 20,000,000. Noncash (Complete Part II for JACKSON WY 8 3002 noncash contributions (8) lb) (6) No. Name, address, and ZIP 4 Total contributions Type of contribution 2 HANSJOERG WYSS P.O. BOX 11270 54,609,549. JACKSON, WY 83002 Person Payroll Noncash (Complete Part II for noncash contributions (C) No. Name, address, and ZIP 4 Total contributions Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions) (C) No. Name, address, and ZIP 4 Total contributions Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions (8) lb) (6) No. Name, address, and ZIP 4 Total contributions Type of contribution 0 Person Payroll Noncash (Complete Part II for noncash contributions (C) No. Name, address, and ZIP 4 Total contributions Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions JSA 8E1253 1 000 Schedule (Form 990, 990-EZ, or 990-PF) (2018) Schedule (Form 990. 990-EZ. or 990-PF) (2018) Name of organization WYSS FOUNDATION Page 3 Employer identification number Noncash Property (see Instructions) Use duplicate copies of Part II If additional space IS needed No. from . t? rt . FMV (or estimate) ived Partl 0 noncas prope given (See Instructlons) a rece I 77 300 SHARES OF JOHNSON JOHNSON 1 INC. COMMON STOCK AND 154 SHARES OF BERKSHIRE HATHAWAY COMMON STOCK 54,609,549. 12/21/2018 No. (0) from Descri tion of nonziish ro rt ive FMV (or estimate) Date :gle'ved Partl pe 9 (See Instructions) I a No. . from Descri tion of ncash FMV (or estimate) Date ece' ed Part I no operty given (See Instructions) No. from . fan of ert . en FMV (or estimate) Dat 'v Partl escnp noncas (See Instructions) ecel No. from De . t' ert . FMV (or estimate) . ed Part I scrip l0 0 noncas pr give (See Instructions )9 a recelv No. from t' (Slush rt FMV (or estimate) Date file ed Partl on pr pe glven (See Instructions) JSA Schedule (Form 990, BSD-E2, or sen-PF) (2018) 851254 1 000 Schedule a (Form 990, 990-EZ. or 990-PF) (2018) Name of organization WYSS FOUNDATION Page 4 Employer identification number 25?1823874 Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns through and the followmg line entry For organizations completing Pait Ill, enterthetotal of exclusively religious, charitable, etc contributions of $1,000 or less for the year (Enter this Information once See Instructions) Use duplicate copies of Part if additional space is needed No. from Purpose of gift Use of gift Description of how gift is held Part I a Transfer of gift Transferee's name, address. and ZIP 4 Relationship of transferor to transferee No. If?romI Purpose of gift Use of gift Description of how gift is held art Transfer of gift Transferee's name, address, and ZIP 4- 4 Relationship of transferor to transferee No I:rornl Purpose of gift Use of gift Description of how gift is held art . Transfer of gift Transferee's name, address, and ZIP 4 Relationship of transferor to transferee No. igrom Purpose of gift Use of gift Description of how gift is held art I Transfer of gift Transferee's name. address, and ZIP 4 Relationship of transferor to transferee JSA Schedule (Form 990, 990-EZ. or 990-PF) (2018) 8E1255 1 000 2018 FORM 990-PF FORM 990PF, PART I - OTHER INCOME DESCRIPTION CAPULA GLOBAL FUND ALL BLUE FUND L.P. BAUPOST VALUE PARTNERS I LP BAUPOST VALUE PARTNERS LP OTHER INCOME FINEPOINT CAPITAL NON-TAXABLE INCOME RIEF STRATEGIC PARTNERS LP RENTAL INCOME GILTI INCOME FROM FORM 8992 TOTALS REVENUE AND EXPENSES PER BOOKS 2,956,654. 10,212. -287,927. -1,780,405. 1,991. 516,258. 156,370. 113,058. 143,463. ATTACHMENT 1 NET . INVESTMENT INCOME 2,956,654. 10,212. -239,481. -1,456,638. 1,991. 436,611. 113,058. 143,463. 237,719. 1,829,674. 2,203,589. ATTACHMENT 1 FORM 99OPF, PART I LEGAL FEES DESCRIPTION PROFESSIONAL FEES TOTALS PER BOOKS 2018 FORM 990-PF REVENUE AND NET EXPENSES INVESTMENT INCOME 485,093. 0 ATTACHMENT 2 ADJUSTED NET .CHARITABLE INCOME PURPOSES 485,093. 485.093. 485,093. ATTACHMENT 2 FORM 990PF, PART I INTEREST EXPENSE DESCRIPTION BAUPOST VALUE PARTNERS LP - I BAUPOST VALUE PARTNERS LP- RIEF STRATEGIC PARTNERS FUND FINEPOINT CAPITAL ALL BLUE LP 2018 FORM 990-PF REVENUE AND EXPENSES PER BOOKS 30,287. 191,767. 361,000. 14,143. 112. NET INVESTMENT INCOME 25,404. 160,733. 361,000. 14,143. 112. TOTALS 597,309. 561,392. ATTACHMENT 3 ATTACHMENT 3 FORM 990PF, PART I - TAXES DESCRIPTION PAYROLL TAXES STATE LOCAL TAXES FOREIGN TAXES PAID FEDERAL TAXES TOTALS 2018 FORM 990-PF REVENUE AND EXPENSES PER BOOKS 167,441. -14,567. 652,745. 3,812,097. NET INVESTMENT INCOME -14,567. 652,745. 4,617,716. 638,178. ATTACHMENT 4 CHARITABLE PURPOSES 167,441. 167,441. ATTACHMENT 4 2018 FORM 990-PF 2 ATTACHMENT 5 FORM 990PF, PART I - OTHER EXPENSES REVENUE AND NET EXPENSES INVESTMENT CHARITABLE DESCRIPTION PER BOOKS INCOME PURPOSES BANK CHARGES 1,087. 1,087. PORTFOLIO DEDUCTIONS 4,860,070. 4,855,571. INSURANCE EXPENSE 82,522. 82,522. TELEPHONE 25,124. 25,124. COMPUTER CHARGES 236,569. 236,569. DUES SUBSCRIPTIONS 13,059. 13,059. OFFICE EXPENSES 40,413. 40,413. NON-DEDUCTIBLE EXPENSES 40,599. INVESTMENT MANAGEMENT SERVICES 142,926. 142,926. PROGRAM EXPENSES 765,922. 765,922. DEPLETION EXPENSE 140,023. TOTALS 6,348,314. 4,998,497. 1,164,696. ATTACHMENT 5 201?8 FORM ATTACHMENT 6 FORM 990PF, PART II - OTHER NOTES AND LOANS RECEIVABLE BORROWER: THE NATURE CONSERVANCY ORIGINAL AMOUNT: 2,066,000. INTEREST RATE: 2.0000 DATE OF NOTE: 04/01/2015 MATURITY DATE: 04/01/2020 REPAYMENT TERMS: PAYABLE AT MATURITY SECURITY PROVIDED: MORTGAGE PURPOSE OF LOAN: LAND ACQUISITIONS BEGINNING BALANCE DUE ENDING BALANCE DUE ENDING FAIR MARKET VALUE BORROWER: THE NATURE CONSERVANCY ORIGINAL AMOUNT: 2,934,000. INTEREST RATE: 2.0000 DATE OF NOTE: 12/03/2014 MATURITY DATE: 12/03/2019 REPAYMENT TERMS: PAYABLE AT MATURITY SECURITY PROVIDED: MORTGAGE PURPOSE OF LOAN: LAND ACQUISITIONS BEGINNING BALANCE DUE ENDING BALANCE DUE ENDING FAIR MARKET VALUE TOTAL BEGINNING OTHER NOTES AND LOANS RECEIVABLE TOTAL ENDING BOOK - OTHER NOTES AND LOANS RECEIVABLE TOTAL ENDING FMV OTHER NOTES AND LOANS RECEIVABLE 245,000. 245,000. 245,000. 2,934,000. 2,934,000. 2,934,000. 3,179,000. 3,179,000. 3,179,000. 2018 FORM 990-PF ATTACHMENT 7 FORM 990PF, PART II - CORPORATE STOCK BEGINNING ENDING ENDING DESCRIPTION BOOK VALUE BOOK VALUE FMV NORTHERN TRUST 212,219,331. 156,138,734. 157,972,681. MORGAN STANLEY 394,407,959. 313,225,732. 403,269,683. TOTALS 606,627,290. 469,364,466. 561,242,364. ATTACHMENT 7 FORM 990PF, PART II - OTHER 2018 FORM 990-PF INVESTMENTS DESCRIPTION BAUPOST VALUE PARTNERS L.P. CAMPUS BIOTECH ALL BLUE FUND CAPULA FUND CAXTON FUND NORTHERN TRUST WINDHAVEN RENAISSANCE INSTITUTIONAL TUDOR GLOBAL FUND WINTON FUND OTHER INVESTMENT FUNDS INVESTMENTS IN SUBSIDIARIES MOORE INVESTMENT FUNDS MORGAN STANLEY BEGINNING BOOK VALUE 204,054,279. 84,525,339. 627,177. 63,330,902. 60,000,000. 104,923,146. 67,522,377. 41,900,000. 52,123,047. 418,636,516. 75,801. 37,499,830. TOTALS 1,135,218,414. ATTACHMENT 8 ENDING BOOK VALUE 218,915,551. 84,525,339. 308,219. 66,287,556. 60,000,000. 186,949,083. 71,525,711. 42,725,415. 52,123,047. 413,854,129. 74,570. 37,499,830. 97,488,658. 1,332,277,108. ENDING FMV 206,076,413. 117,867,962. 469,371. 66,284,915. 56,896,860. 184,901,855. 111,150,239. 51,491,191. 64,588,186. 457,801,568. 74,570. 40,925,822. 89,227,443. 1,447,756,395. ATTACHMENT 8 ASSET DESCRIPTION LAND OFFICE BUILDING BUILDING IMPROVEME OFFICE EQUIPMENT TOTALS CLASS M39 M39 M5 2018 FORM 990-PF UIPMENT NOT HELD FOR FIXED ASSET DETAIL BEGINNING ENDING BALANCE ADDITIONS DISPOSALS BALANCE 5,000,000 5,000,000. 11747892 11747892 1,290,526 1,290,526 156,375 156,375 16747892 18194793 ATTACHMENT 9 ACCUMULATED DEPRECIATION DETAIL BEGINNING ENDING BALANCE ADDITIONS DISPOSALS BALANCE 113,132 113,132 12,428 12,428 22,346 22,346 147,906 ATTACHMENT 9 2018 FORM 990-PF ATTACHMENT 10 FORM 990PF, PART II - OTHER ASSETS BEGINNING ENDING ENDING DESCRIPTION BOOK VALUE BOOK VALUE FMV SECURITY DEPOSIT ON RENTAL 6,000. 6,000. 6,000. PROGRAM RELATED INVESTMENTS 114,484,330. 111,563,317. 111,563,317. OTHER RECEIVABLES 121,544. 121,544. TOTALS 114,490,330. 111,690,861. 111,690,861. ATTACHMENT 10 2018 FORM 990-PF FORM 99OPFJ PART II - OTHER LIABILITIES DESCRIPTION PENSION LIABILITY AND PAYROLL ATTACHMENT ll BEGINNING ENDING BOOK VALUE BOOK VALUE 58,430. 62,348. TOTALS 58:430. 62,348. 2018 FORM 990?135" ATTACHMENT 12 FORM 990PF, PART OTHER INCREASES IN NET WORTH OR FUND BALANCES DESCRIPTION AMOUNT OTHER INCREASES 25,000,000. TOTAL 25,000,000. FORM 99OPF, NAME AND ADDRESS HANSJOERG WYSS 1759 STREET, NW WASHINGTON, DC 20009 JOSEPH FISHER 1759 STREET, NW WASHINGTON, DC 20009 MOLLY MCUSIC 1759 STREET, NW WASHINGTON, DC 20009 MARY KILLINGSWORTH 679 EAST 2ND AVENUE UNIT 3 DURANGO, CO 81301 PATRICIA KOHL DAVIS 1759 STREET, NW WASHINGTON, DC 20009 PART 2018 FORM 990-PF - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION CHAIRMAN 8.00 TREASURER 8.00 PRESIDENT DIRECTOR 40.00 VICE PRESIDENT 40.00 SECRETARY CFO 40.00 COMPENSATION ATTACHMENT 13 CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS EXPENSE ACCT AND OTHER ALLOWANCES 411,600. 309,000. 152,000. 46,749. 32,369. 24,214. ATTACHMENT 13 2018 FORM 990-PF FORM 990PF, PART - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES TITLE AND AVERAGE HOURS PER NAME AND ADDRESS WEEK DEVOTED TO POSITION ROBERT BLAND DIRECTOR 1759 STREET, NW 2.00 WASHINGTON, DC 20009 GRAND TOTALS COMPENSATION ATTACHMENT l3 CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS EXPENSE ACCT AND OTHER ALLOWANCES 872,600. 103,332. ATTACHMENT l3 2018 FORM 990-PF 990PF, PART - COMPENSATION OF THE FIVE HIGHEST PAID EMPLOYEES NAME AND ADDRESS ELANOR STARMER 1759R STREET, NW WASHINGTON, DC 20009 HEATH NERO 1759R STREET, NW WASHINGTON, DC 20009 MATT HOLLAMBY 1759R STREET, NW WASHINGTON, DC 20009 ANGELA HOOTON 1759R STREET, NW WASHINGTON, DC 20009 I. SCOTT MESSINGER 1759B STREET, NW WASHINGTON, DC 20009 TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION PROGRAM OFFICER 40.00 PROGRAM OFFICER 40.00 PROGRAM OFFICER 40.00 PROGRAM OFFICER 40.00 VP GENERAL COUNSEL 40.00 TOTAL COMPENSATION COMPENSATION 126,731. 155,500. 170,000. 171,150. 200,850. ATTACHMENT 14 CONTRIBUTIONS EXPENSE ACCT TO EMPLOYEE AND OTHER BENEFIT PLANS ALLOWANCES 10,712. 0. 21,547. 0. 19,302. 0. 30,829. 0. 35,833. 0. 824,231. 118,223. 0. ATTACHMENT 14 201?8 FORM 990-PF 99OPF, PART COMPENSATION OF THE FIVE HIGHEST PAID PROFESSIONALS ATTACHMENT l5 NAME AND ADDRESS TYPE OF SERVICE 300 MEDIA GROUP COMMUNICATIONS 122 HESKETH STREET CHEVY CHASE, MD 20815 COMMUNICATIONS CONSULTING SERVICES CIVITAS CONSULTING 409 7TH STREET - SUITE 350 WASHINGTON, DC 20004 GRANT RELATED CONSULTING SERVICES KYRENIA LLC CONSULTING 1444 CHURCH STREET, NW #604 WASHINGTON, DC 20005 CONSULTING SERVICES DALBERG CONSULTING US LLC CONSULTING 99 MADISON AVENUE NEW YORK, NY 10016 GRANT RELATED CONSULTING SERVICES MATTHEW LEE-ASHLEY COMMUNICATIONS 307 I STREET SE WASHINGTON, DC 20003 COMMUNICATIONS CONSULTING SERVICES TOTAL COMPENSATION COMPENSATION 130,000. 50,000. 52,500. 100,709. 56,227. 389,436. Organization Name Address Grants Paid Schedule City State Postal Code Country Amount Paid Purpose Status Abby Kelley Foster House Inc African Parks Foundation of America Arizona Wildlife Federation Aves Argentinas Asouacion Ornitologica Del Plata Backcountry Hunters 8: Anglers Boston Philharmonic Orchestra Camp Drea mcatch er Carriage Town Ministries Casa Myrna Vasquez Inc Center for Advanced Defense Studies, Inc. aka C4ADS Center for Law and Soaal Policy Center for Public Integrity 52 High Street 21 West 46th Street PO Box 51510 Matheu 1246 O. Box 9257 236 Huntington Ave 148 West State Street 605 Garland Street 38 Wareham Street 1100 Street NW 1200 18th 200 910 17th Floor Street, NW Street NW, 7th Worcester New York Mesa Buenos Aires Missoula Boston Kennett Square Flint Boston Washington Washington Washington MA 01609 NY 10036 AZ 85208 C1249AAB MT 59807 MA 2115 PA 19348 MI 48503 MA 2118 C. 20005 DC 20036 DC 20006 United States United States United States Argentina United States United States United States United States United States United States United States United States 25,000 7,010,000 52,800 2,090,000 52,800 800,000 20,000 15,000 25,000 248,000 1,200,000 450,000 Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Organization Name Center on Budget and Policy Priorities Chester County Food Bank Conservation Colorado Education Fund Conservation Fund Conservation Voters for Idaho Education Fund Constitutional Accountability Center Daemion Counseling Center Demos Doctors Without Borders Domestic Violence Center Of Chester County Ducks Unlimited Address 1275 First Street NE 650 Drive 1536 Wynkoop St. 1655 N. Fort Myer Drive, 1300 PO Box 2802 1200 18th Street, NW SUlte 501 95 HoweIIVille Road 80 Broad St PO. Box 5023 PO Box 832 3074 Gold Canal Drive Grants Paid Schedule City Washington Exton Denver Arlington Bmse Washington Berwyn New York Hagerstown West Chester Rancho Cordova State Postal Code 20002 19341 80202 22209 83701 20036 19312 10004 21741-5023 19381 95670 Country United States United States United States United States United States United States United States United States United States United States United States Amount Paid 500,000 25,000 150,000 7,191,000 52,800 400,000 20,000 450,000 25,000 20,000 275,000 Purpose Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Status Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Organization Name Earth Conservation Corps Ecole Polytechnique Federale de Lausanne Elephant Action League Elizabeth Stone House Inc Environment News Trust Fideicomiso Parques Naturales Food Bank of Northern Indiana Beyeler Museum AG Four Corners School of Outdoor Education Frankfurt Zoological Socnety - US., lnc. Friends Association For Care Protection of Children Address 1520 Street, SE 307 Aspen Airport Busmess Center CH-1015 11045 Charnock Road 8 Notre Dame Street 256 Wagon Train Drive 123 Main St 702 South Chapin St Baselstrasse 101 PO. Box 1029 3810 Argyle Terrace NW 113 Chestnut Street Grants Paid Schedule City Washington Aspen Lausanne Los Angeles Roxbury Antonito Anywhere South Bend Basel Monticello Washington West Chester State Postal Code 20003 81611 90034 2119 81120 12345 46601-2804 84535 20011 19380-0000 Country United States United States Switzerland United States United States United States Argentina United States United States United States United States Amount Paid 20,000 50,000 18,807,660 95,000 30,000 50,000 5,573,293 20,000 1,531,158 25,000 2,080,000 20,000 Purpose Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Status Public Charity Public Charity Public Charity Public Charity Public Charrty Public Charity Public Charity Public Charity Public Charrty Public Charity Public Charrty Public Charity Organization Name Friends of the lnyo FundaCIon Flora Fauna Argentina Fundatia Conservation Carpathia Georgetown UniverSIty Good Neighbors Inc Hispanic Access Foundation Human Rights Watch Humane Somety of the United States Clark Law School Little Sisters of The Assumption Family Health Serwces Inc Lord's Pantry of Downingtown Address 819 Barlow Ln Avenida Scalabrini Ortiz 3344 Str. PrinCipala 67b Box 571168 224 E. Street Road, Smte 2 1030 15th Street, NW 350 5th Ave 34th Floor 2100 St., NW 10015 SW 550 Dudley Street 141 Lancaster Ave Grants Paid Schedule City Bmhop Buenos Aires Sinca Noua Washington Kennett Square Washington New York Washington Portland Roxbury Dowmgtown State Postal Code 93514 507210 20057-1168 19348 20005 10118-3499 20037 97219 2119 19335-2917 Country United States Argentina Romania United States United States United States United States United States United States United States United States Amount Paid 52,800 12,159,210 5,150,071 370,000 20,000 100,000 220,000 272,500 95,878 25,000 15,000 Purpose Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Status Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Organization Name Meals on Wheels of Chester County Inc. Meals on Wheels of Kingsport Incorporated Mobile Meals of Southern Arizona Montana Wilderness Assoaation National Caucus of Envuronmental Legislators National Geographic Society National Park Trust Nature Canada New Mexico Wilderness Alliance New Venture Fund New York Univer5ity Northern Arizona UniverSIty Foundation Address 404 Willowbrook Lane PO. Box 3346 4803 East 5th Street, Ste 209 80 S. Warren 1228 1/2 315t Street NW, 110 1145 17th Street, NW 401 East Jefferson Street 300 PO Box 25464 Grants Paid Schedule City West Chester Kingsport Tucson Helena Washington Washington Ottawa Albuquerque 1201 Connecticut Ave, NW Washington 550 First Avenue PO Box 4094 New York City Flagstaff State Postal Code 19382-5570 37664 85711 59601 20007 20036-4688 20850 K1P 5E7 87125 20036 10016 86011 Country United States United States United States United States United States United States United States Canada United States United States United States United States 5 Amount Paid 30,000 30,000 30,000 52,800 52,800 8,900,000 200,000 100,000 52,800 8,500,000 4,000,000 55,049 Purpose Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Status Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Organization Name Address Northwest Philadelphia Interfaith Hospitality Network Inc 7047 Germantown Avenue 1300 19th Street, NW, 8th Ocean Conservancy Floor 1025 Connecticut Avenue Oceana, Inc. NW Open Space Institute 1350 Broadway, 201 Osa Conservation 1012 14th Street NW PAMS Foundation Inc. 5767 Christine Drive Partners Healthcare System Inc [Martha Vineyard Hospital Marthas Vineyard Hosptial nc.Devel Office Home of the Sparrow 969 Swedesford Road Peoples Emergency Center 325 39th St 3616 South Galloway Philabundance Street 8403 Road, Potomac Conservancy 805 Grants Paid Schedule City Philadelphia Washington, DC Washington New York City Washington DC Eureka Oak Bluffs Exton Philadelphia Philadelphia Silver Spring State Postal Code 19119 20036 20036 10018 20005 95503 2557 19341 19104 19148 20910 Country United States United States United States United States United States United States United States United States United States United States United States Amount Paid 35,000 377,000 2,650,000 3,300,000 100,000 375,000 10,000 30,000 30,000 30,000 20,000 Purpose Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Status Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Organization Name Pre5ident and Fellows of Harvard College 124 Mount Auburn Street Resources Legacy Fund Rockefeller Philanthropy Adwsors, Inc. Roger Federer Charitable Fund, Inc. R05ie's Place Safe Harbor of Chester County Safe Vaices SpeCIal Olympics Teton SCIence Schools The ARC of Chester County The Assouation of Arizona Food Banks Inc The Nature Conservancy Address 555 Capitol Mall, 1095 6 West 48th Street, 10th Floor 6 43rd Street 889 Harrison Avenue 20 Matlack St PO. Box 713 2570 Blvd. of the Generals, 124 700 Coyote Canyon Road 900 Lawarence Drive 340 E. Coronado Road 4245 Fairfax Drive Grants Paid Schedule City Cambridge Sacramento New York New York Boston West Chester Auburn Nornstown Jackson West Chester Phoenix Arlington State Postal Code 02138-5813 95814-4505 10036 10017 2118 19380-3132 4212 19403 83001 19380-3415 85004 22203 Country United States United States United States United States United States United States United States United States United States United States United States United States Amount Paid 25,000,000 2,300,600 1,000,000 1,000,000 25,000 20,000 30,000 10,000 35,000 30,000 25,000 5,400,674 Purpose Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Status Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Organization Name The Outdoor Foundation The Regents ofthe Univer5ity of Michigan The Salvation Army Ivy ReSIdence Inc The Trust for Public Land The Wilderness Land Trust The Wilderness Souety Trout Unlimited U.S. Endowment for Forestry and Communities United Way WorldWIde UniverSity of Bern Univer5ity of Colorado Foundation Address 2580 55th St School for Enwronment and Sustainability 701 Board Street 101 Montgomery Street PO. Box 1420 1615 Street NW 1777 Kent St 908 North St 701 North Fairfax Street Mittelstrasse 43 Grants Paid Schedule . City Boulder Ann Arbor Philadelphia San FranCIsco Carbondale Washington Arlington Greenwlle Alexandria Bern Wolf Law Budding, 401 UCB Boulder State Postal Code 80301 48109-1041 19123 94104 81623 20036 22209 29601 22314 3012 80309 Country United States United States United States United States United States United States United States United States United States Switzerland United States Amount Paid 52,800 298,750 20,000 2,175,000 75,000 1,000,000 1,052,800 100,000 695,000 2,023,100 73,750 Purpose Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Status Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Organization Name Univer5ity of Montana Foundation Urban Peak Denver Victory Programs Inc Washington Center for Equntable Growth, Inc. Western Rivers Conservancy WildAid Wildlife Conservation Society Womens Lunch Place Inc Women's Resource Center World Health Dental Organization Yale UniverSIty Year Up Address PO Box 7159 730 let St 965 Mass Avenue 1156 15th Street, NW 71 SW Oak Street, Ste. 100 333 Pine Street 2300 Southern Boulevard P.O. Box 170900 113 West Wayne Avenue 11680 Cange St. Office of Sponsored Projects 45 Milk Street, 9th Floor Grants Paid Schedule City Missoula Denver Boston Washington Portland San FranCIsco Bronx Boston Wayne Anchorage New Haven Boston State Postal Code 59807 80205-2813 2118 20005 97204 94104 10460 2117 19087 99516 06520-8327 2110 Country United States United States United States United States United States United States United States United States United States United States United States United States Amount Paid 176,940 20,000 25,000 880,000 2,527,800 475,000 980,000 30,000 35,000 100,000 273,270 1,000,000 Purpose Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Charitable Contribution Status Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Public Charity Organization Name Yellowstone to Yukon Conservation Initiative Fmepomt Capltal Partners LP - Partnership Pass Through Baupost Value Partners LP - Partnership Pass Through Baupost Value Partners LP Ill - Partnership Pass Through Address PO. Box 157 500 Boylston Street 10 St. James Street 10 St. James Street Grants Paid Schedule City Bozeman Boston Boston Boston State MT MA MA MA Postal Code 59771 02116 02116 02116 Country United States United States United States United States Amount Paid 5 400.000 345 146,206,336 Purpose Charitable Contribution Charltable Contribution Charitable Contribution Charitable Status Publlc Charity Publlc Charity Charity Publlc Charity