Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2017 , and ending 12-31-2017
Name of foundation
E JOSEPH EVANS CHARITABLE TRUST
LEE ALFIERI TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)7 SOUTH PARK AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PLYMOUTH, MA02360
A Employer identification number

04-6269182
B Telephone number (see instructions)

(508) 746-6303
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$2,141,396J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 29 29  
4 Dividends and interest from securities... 69,189 69,189  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 20,955
b Gross sales price for all assets on line 6a 284,385
7 Capital gain net income (from Part IV, line 2)... 20,599
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 90,173 89,817  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,000 20,000   20,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,500 4,500   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 96 96   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 33,742 33,742   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 58,338 58,338   20,000
25 Contributions, gifts, grants paid....... 109,600 109,600
26 Total expenses and disbursements. Add lines 24 and 25 167,938 58,338   129,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -77,765
b Net investment income (if negative, enter -0-) 31,479
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. -2    
2 Savings and temporary cash investments......... 81,919 43,612 43,612
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,599,653 Click to see attachment866,604 1,151,634
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).......... 248,091 Click to see attachment926,021 946,150
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,929,661 1,836,237 2,141,396
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,873,049 1,873,049
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 56,612 -36,812
29 Total net assets or fund balances (see instructions)..... 1,929,661 1,836,237
30 Total liabilities and net assets/fund balances (see instructions). 1,929,661 1,836,237
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,929,661
2
Enter amount from Part I, line 27a .....................
2
-77,765
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11,885
4
Add lines 1, 2, and 3 ..........................
4
1,863,781
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
27,544
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,836,237
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a EQUIFAX INC      
b FISERV INC      
c HALLIBURTON CO      
d ADOBE SYSTEMS INC      
e AMERICAN INTL GROUP      
CELGENE CORP      
CITY NATIONAL ROCKDALE FIXED INC      
COMCAST      
CONSOLIDATED HOLDINGS      
COSTCO HOLDINGS      
WALT DISNEY COMPANY      
EPR PROPERTIES      
GLAXO SMITHKLINE      
GRAMERCY PROPERTY TRUST      
HEALTHCARE TRUST OF AMERICA      
HONEYWELL INTERNATIONAL      
JP MORGAN CHASE      
LAMAR ADVERTISING CO      
LENOX INTERNATIONAL INC      
LOCKHEED MARTIN      
LOWES COS INC      
PACIFIC GAS & ELECTRIC      
SCHLUMBERGER LTD      
VISA INC COM      
WABTEC COM      
NXP SEMICONDUCTOR      
EXXON MOBIL      
JP MORGAN CHASE      
SUBURBAN PROPANE      
CITY NATIONAL ROCHDALE EMERGING MARKETS      
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,756   9,125 -2,369
b 6,914   5,962 952
c 4,977   5,488 -511
d 3,657   1,746 1,911
e 12,203   11,378 825
11,329   13,002 -1,673
27,989   27,425 564
7,263   6,146 1,117
12,549   17,470 -4,921
5,425   4,599 826
14,471   15,946 -1,475
5,645   4,309 1,336
10,864   11,944 -1,080
18   13 5
4,594   3,841 753
11,747   7,733 4,014
7,560   5,380 2,180
7,651   5,358 2,293
3,600   3,265 335
9,386   6,334 3,052
9,577   8,870 707
13,623   12,920 703
6,929   7,718 -789
4,500   3,007 1,493
8,583   9,119 -536
10,372   8,265 2,107
10,265   11,843 -1,578
913   451 462
13,186   19,020 -5,834
23,952   15,753 8,199
7,531     7,531
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       -2,369
b       952
c       -511
d       1,911
e       825
      -1,673
      564
      1,117
      -4,921
      826
      -1,475
      1,336
      -1,080
      5
      753
      4,014
      2,180
      2,293
      335
      3,052
      707
      703
      -789
      1,493
      -536
      2,107
      -1,578
      462
      -5,834
      8,199
      7,531
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 20,599
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 102,100 2,051,081 0.049779
2017 99,510 1,665,269 0.059756
2016 127,445 2,272,108 0.056091
2015 123,754 2,178,058 0.056819
2014 126,664 2,004,778 0.063181
2
Total of line 1, column (d) .....................
2
0.285626
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
0.057125
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
2,146,175
5
Multiply line 4 by line 3......................
5
122,600
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
315
7
Add lines 5 and 6........................
7
122,915
8
Enter qualifying distributions from Part XII, line 4,.............
8
129,600
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 315
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 315
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 315
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 577
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 577
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 262
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet262 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    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)
    bulletMA
    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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletLEE P ALFIERI ESQUIRE Telephone no.bullet (508) 746-6303

    Located atbullet7 SOUTH PARK AVENUEPLYMOUTHMA ZIP+4bullet02360
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LEE ALFIERI ESQUIRE TRUSTEE
    3.00     		20,000 0 0
    7 SOUTH PARK AVENUE
    PLYMOUTH,MA02360
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,115,677
    b
    Average of monthly cash balances.......................
    1b
    63,181
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,178,858
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,178,858
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    32,683
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,146,175
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    107,309
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    107,309
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    315
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    315
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    106,994
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    106,994
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    106,994
    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
    129,600
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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
    129,600
    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
    315
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    129,285
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 106,994
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 27,275
    b From 2015...... 18,589
    c From 2016...... 28,404
    d From 2017...... 19,427
    e From 2018......  
    fTotal of lines 3a through e........ 93,695
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 129,600
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 106,994
    e Remaining amount distributed out of corpus 22,606
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 116,301
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		27,275
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		89,026
    10 Analysis of line 9:
    a Excess from 2015.... 18,589
    b Excess from 2016.... 28,404
    c Excess from 2017.... 19,427
    d Excess from 2018....  
    e Excess from 2019.... 22,606
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACTION AGAINST HUNGER
    247 WEST 37TH STREET 10TH FLOOR
    NEW YORK,NY10018     		NONE NONPROFIT FEEDING POOR AMERICANS 3,000
    AMERICAN FORESTS
    734 15TH STREET NW
    WASHINGTON,DC20005     		NONE NONPROFIT PROTECTION OF AMERICA'S FOREST 3,000
    AMERICAN RED CROSS
    2025 E STREET NW
    WASHINGTON,DC20006     		NONE NONPROFIT DISASTER AID 3,000
    ANIMAL WELFARE INSTITUTE
    900 PENNSYLVANIA AVE SOUTHEAST
    WASHINGTON,DC20003     		NONE NONPROFIT PROTECTION OF ANIMALS 3,000
    BREAST CANCER RESEARCH FOUNDATION
    60 EAST 56TH STREET 8TH FLOOR
    NEW YORK,NY10022     		NONE NONPROFIT BREAST CANCER RESEARCH 3,000
    BRIMMER AND MAY
    69 MIDDLESEX ROAD
    CHESTNUT HILL,MA02467     		NONE EXEMPT ORG EDUCATIONAL ASSISTANCE 5,000
    CANCER RESEARCH INSTITUTE
    55 BROADWAY
    NEW YORK,NY10006     		NONE NONPROFIT CANCER RESEARCH 3,000
    CHARITY NAVIGATOR
    139 HARRISTOWN ROAD SUITE 201
    GLEN ROCK,NJ07452     		NONE EXEMPT ORG GUIDE TO INTELLIGENT GIVING 100
    CHILDREN'S DEFENSE FUND
    25 E STREET NW
    WASHINGTON,DC20001     		NONE NONPROFIT ASSISTANCE TO CHILDREN 3,000
    CHILDREN'S HEALTH FUND
    215 WEST 125TH STREET SUITE 301
    NEW YORK,NY10027     		NONE EXEMPT ORG PROVIDE HEALTHCARE TO THE NATIONS MOST MEDICALLY UNDESERVED CHILDREN 3,000
    COALITION FOR THE HOMELESS
    129 FULTON STREET
    NEW YORK,NY10038     		NONE NONPROFIT PROVIDE SUPPORT FOR HOMELESS AMERICANS 3,000
    COMMON CAUSE EDUCATION FUND
    1133 19TH STREET NW
    WASHINGTON,DC20036     		NONE NONPROFIT RESTORE THE CORE VALUES OF AMERICAN DEMOCRACY 3,000
    DANA FARBER SOCIETY
    450 BROOKLINE AVE
    BOSTON,MA02215     		NONE NONPROFIT CANCER RESEARCH 3,000
    DIRECT RELIEF
    27 S LA PATERA LANE
    GOLETA,CA93117     		NONE NONPROFIT IMPROVE THE HEALTH AND LIVES OF PEOPLE AFFECTED BY POVERTY & EMERGENCIES 3,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY10001     		NONE NONPROFIT MEDICAL ASSISTANCE FOR THE POOR 5,000
    ENVIRONMENT NORTHEAST
    PO BOX 583
    ROCKPORT,ME04856     		NONE EXEMPT ORG ADDRESS LARGE SCALE ENVIRONMENTAL CHALLENGES 3,000
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010     		NONE EXEMPT ORG PRESERVE NATURAL SYSTEMS ON WHICH ALL LIVES DEPEND 3,000
    FEEDING AMERICA
    35 EAST WACKER DRIVE SUITE 2000
    CHICAGO,IL60601     		NONE NONPROFIT PROVIDING FOOD FOR THE POOR 3,000
    FRIENDS OF THE EARTH
    1100 15TH STREET NW
    WASHINGTON,DC20005     		NONE EXEMPT ORG STRIVE FOR A MORE HEALTH AND JUST WORLD 3,000
    GREATER BOSTON FOOD BANK
    70 SOUTH BAY AVENUE
    BOSTON,MA02118     		NONE NONPROFIT FOR FOOD DONATIONS IN THE GREATER BOSTON AREA 3,000
    HABITAT FOR HUMANITY INTERNATIONAL
    121 HABITAT STREET
    AMERICUS,GA31709     		NONE EXEMPT ORG ASSIST IN PROVIDING HOUSING TO THE LESS FORTUNATE 3,000
    HELEN KELLER INTERNATIONAL
    352 PARK AVENUE SOUTH 12TH FLOOR
    NEW YORK,NY10010     		NONE NONPROFIT ASSISTANCE FOR THE BLIND & DEAF 3,000
    INTERNATIONAL PLANNED PARENTHOOD FEDERAT
    129 MAIDEN LANE 9TH FLOOR
    NEW YORK,NY10038     		NONE NONPROFIT PREVENTION OF TEEN PREGNANCY 3,000
    INVISIBLE CHILDREN
    1600 NATIONAL AVENUE
    SAN DIEGO,CA92113     		NONE EXEMPT ORG END THE USE OF CHILD SOLDIERS IN CENTRAL AFRICA THROUGH FILM AND CREATIVITY 3,000
    JFK LIBRARY FOUNDATION
    220 MORRISEY BLVD
    BOSTON,MA02125     		NONE NONPROFIT HISORICAL PRESERVATION 3,000
    MANOMET CENTER FOR CONVERSATION SERVICES
    81 STAGE POINT ROAD
    PLYMOUTH,MA02360     		NONE EXEMPT ORG CONSERVE NATURAL RESOURCES FOR THE BENEFIT OF WILDLIFE AND HUMAN POPULATIONS 2,000
    NPR FOUNDATION
    DEPT 6054
    WASHINGTON,DC20042     		NONE EXEMPT ORG HELP PPROVIDE FINANCIAL SUPPORT FOR PUBLIC RADIO 2,000
    PINE STREET INN
    444 HARRISON AVE
    BOSTON,MA02118     		NONE NONPROFIT PROVIDE FOOD, CLOTHING & SHELTER FOR THE HOMELESS IN THE BOSTON AREA 2,000
    PRISON BOOK PROGRAM
    1306 HANCOCK STREET SUITE 100
    QUINCY,MA02169     		NONE EXEMPT ORG TO GIVE PRISONERS A CHANCE TO IMPROVE THEMSELVES THROUGH READING 500
    THE CONSERVATION FUND
    1655 N FORT MEYER DRIVE SUITE 1300
    ARLINGTON,VA22209     		NONE NONPROFIT WILDLIFE CONSERVATION 3,000
    THE JACKSON LABORATORY
    600 MAIN STREET
    BAR HARBOR,ME04609     		NONE NONPROFIT RESEARCH 3,000
    THE NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE 100
    ARLINGTON,VA22203     		NONE NONPROFIT NATURE CONSERVATION 3,000
    THE SIERRA CLUB FOUNDATION
    85 SECOND STREET SUITE750
    SAN FRANCISCO,CA94105     		NONE NONPROFIT NATURE CONSERVATION 3,000
    US FUND FOR UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038     		NONE EXEMPT ORG TO HELP SAVE AND IMPORVE CHILDRENS LIVES THROUGH HEALTHCARE, CLEAN WATER, NUTRITION & EDUCATION 2,000
    YMCA STRONG KIDS CAMPAIGN
    320 MAIN STREET
    BROCKTON,MA02301     		NONE NONPROFIT PROVIDE SUMMER CAMP FOR DISADVANTAGED CHILDREN 2,000
    MICHAEL J FOX FOUNDATION
    PO BOX 5014
    HAGERSTOWN,MD21741     		  NONPROFIT PARKINSONS DISEASE RESEARCH 3,000
    PLYMOUTH RECOVERY CENTER
    71 OBERY STREET
    PLYMOUTH,MA02360     		  NONPROFIT SUPPORT FOR THOSE STRUGGLING WITH ADDICTION 2,000
    AMERICAN DIABETES ASSOCIATION
    2451 CRYSTAL DRIVE SUITE 900
    ARLINGTON,VA22202     		  NONPROFIT DIABETES SUPPORT & RESEARCH 3,000
    AMERICAN RED CROSS OF MASSACHUSETTS
    101 STATION LANDING SUITE 510
    MEDFORD,MA02155     		    PROVIDES DISASTER RELIEF 3,000
    Total .................................bullet 3a 109,600
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aNONE          
    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 29  
    4 Dividends and interest from securities....     14 69,189  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 20,955  
    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).. 0 90,173 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    90,173
    (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.)
    N/A N/A
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    LEE ALFIERI TRUSTEE
    EIN:
    04-6269182
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 4,500 4,500   0

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

    TY 2017 GainLossSaleOtherAssetsSch
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    LEE ALFIERI TRUSTEE
    EIN:
    04-6269182
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    SECTION 1250 GAIN   PURCHASED     356     0 356  

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    LEE ALFIERI TRUSTEE
    EIN:
    04-6269182
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE SYSTEMS INC (ADBE) 7,857 15,772
    ALPHABET INC-CL A (GOOGL) 18,636 28,442
    ALTRIA GROUP INC (MO) 18,151 23,565
    AMERICAN ELECTRIC POWER CO (AEP)-96 SHARES 13,028 16,921
    AMERICAN WATER WORKS CO INC (AWK) 7,041 10,979
    AMERIGAS PARTNERS LP (APU) 18,698 19,879
    APPLE COMPUTER INC (AAPL) 10,823 16,077
    AT&T INC (T) 3,550 25,466
    AVANGRID INC (AGR) 14,991 19,220
    B&G FOODS INC (BGS) 11,923 12,303
    BLACKROCK INC CL A (BLK)-2 SHARES 3,187 5,137
    BROOKFIELD INFRASTRUCTURE (BIP) 19,082 30,919
    BUCKEYE PARTNERS LP (BPL) 12,641 9,415
    CEDAR FAIR LP (FUN) 19,192 22,747
    CHEVRON CORP (CVX)-29 SHARES 5,961 7,887
    CINTAS CORP 8,872 14,025
    CME GROUP INC 8,579 13,145
    COLGATE PALMOLIVE CO (CL) 10,340 11,318
    COMCAST CORP CL A NEW (CMCSA) 8,604 11,170
    COMPASS DIVERSIFIED HOLDING (CODI) 18,191 18,984
    COSTCO WHOLESALE CORP (COST) 7,666 9,306
    DANAHER CORP DEL 7,010 8,354
    ECOLAB INC 4,805 5,367
    EDWARD LIFESCIENCES CORP (EW) 6,740 10,144
    ENTERPRISE PRODUCTS PARTNER (EPD) 18,817 17,762
    EPR PROPERTIES (EPR) 14,537 17,674
    ESSEX PROPERTY TRUST 8,689 9,655
    EVERSOURCE ENERGY (ES) 12,145 44,226
    FACEBOOK INC CL A (FB) 10,654 18,881
    GENERAL MILLS INC (GIS) 18,283 18,973
    GRAMERCY PROPERTY TRUST (GPT) 12,092 16,423
    HEALTHCARE TRUST OF AMERICA (HTA) 14,852 17,423
    HOME DEPOT INC (HD) 11,897 18,953
    HONEYWELL INTL INC (HON)-28 SHARES 5,249 7,668
    JOHNSON & JOHNSON 4,180 5,589
    JP MORGAN CHASE & CO (JPM)-10 SHARES 9,953 15,827
    LAMAR ADVERTISING COMPANY C (LAMR) 12,860 17,818
    LIBERTY PROPERTY TRUST (LPT) 18,706 23,656
    LILLY ELI & CO (LLY) 10,329 10,980
    LOCKHEED MARTIN CORP (LMT) 12,668 19,263
    MAGNA INTERNATIONAL INC CL (MGA) 9,142 10,767
    MASTERCARD INC (MA) 14,606 22,704
    MCDONALDS CORP 3,445 5,164
    MICROSOFT CORP (MSFT)-24 SHARES 11,361 21,556
    MID-AMERICA APARTMENT COMMU (MAA) 18,209 23,129
    NATIONAL RETAIL PROPERTIES (NNN) 18,990 21,565
    NORTHROP GRUMMAN CORP 4,456 6,138
    NXP SEMICONDUCTOR NV (NXPI) 3,674 4,684
    PAYCHEX INC (PAYX) 17,946 26,551
    PHILIP MORRIS INTERNATIONAL (PM) 18,577 23,243
    PNC FINL CORP 6,504 10,100
    PULTE GROUP INC (PHM) 8,556 15,628
    RAYTHEON CO 5,502 7,482
    STARBUCK CORP 6,370 6,317
    SUNTRUST BKS INC 9,543 10,980
    THERMO FISHER SCIENTIFIC IN (TMO) 9,364 13,292
    TIME WARNER INC 3,925 5,488
    UNITEDHEALTH GRP INC (UNH)-36 SHARES 4,445 10,362
    US BANCORP 8,058 10,073
    VERIZON COMM (VZ) 20,109 23,077
    VISA INC (V)-5 SHARES 12,028 18,243
    WALMART STORES 3,052 4,938
    WELLTOWER INC (HCN) 18,546 17,218
    XCEL ENERGY INC (XEL) 18,999 25,339
    ZOETIS INC 5,098 7,204
    3M COMPANY (MMM) 7,166 7,061
    AMPHENOL CORP CL A (APH) 5,312 6,146
    BANK OF AMERICA CORP (BAC) 5,414 6,790
    BERKSHIRE HATHAWAY (BRKB) 10,154 11,893
    CABOT OIL & GAS (COG) 5,258 5,148
    CINCINNATI FINL CORP (CINF) 19,632 20,242
    CMS ENERGY (CMS) 5,696 5,676
    CONCHO RESOURCES INC (CXO) 5,290 6,009
    CROWN CASTLE INTERNATIONAL (CCI) 20,558 19,982
    DOWDUPONT (DWDP) 5,027 4,985
    ELECTRONIC ARTS INC (EA) 5,320 5,253
    INGERSOLL-RAND PLC (IR) 4,817 5,351
    NEXTERA ENERGY INC (NEE) 6,083 6,248
    PEPSICO INC (PEP) 12,860 13,191
    PFIZER INC (PFE) 13,378 13,764
    TEXAS INSTRS INC (TXN) 5,949 6,266
    UNION PAC CORP (UNP) 2,234 2,682
    WESTLAKE CHEMICAL CORP (WLK) 4,472 6,392

    TY 2017 InvestmentsOtherSchedule2
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    LEE ALFIERI TRUSTEE
    EIN:
    04-6269182
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    POWERSHARES PREFERRED PORTF (PGX) AT COST 18,246 18,575
    STONE RIDGE REINSUR RISK PR (SRRIX) AT COST 105,091 93,446
    CITY NATIONAL ROCHDALE EMERGING MARKETS(CNRYX) AT COST 84,798 112,998
    CNR FIX INCOMOPP N (RIMOX) AT COST 717,886 721,131

    TY 2017 OtherDecreasesSchedule
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    LEE ALFIERI TRUSTEE
    EIN:
    04-6269182
    Description Amount
    UNREALIZED GAIN/LOSS 27,544


    TY 2017 OtherExpensesSchedule
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    LEE ALFIERI TRUSTEE
    EIN:
    04-6269182
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 29,832 29,832   0
    SURETY BOND 3,910 3,910   0


    TY 2017 OtherIncreasesSchedule
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    LEE ALFIERI TRUSTEE
    EIN:
    04-6269182
    Description Amount
    PASS THROUGH DISTRIBUTIONS 11,885


    TY 2017 TaxesSchedule
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    LEE ALFIERI TRUSTEE
    EIN:
    04-6269182
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 35 35   0
    TD AMERITRADE FOREIGN TAXES 61 61   0