Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
VIRGINIA GORMAN TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216
A Employer identification number

55-6091154
B Telephone number (see instructions)

(304) 348-5035
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$3,357,545J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 80,726 80,036  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 196,922
b Gross sales price for all assets on line 6a 2,062,797
7 Capital gain net income (from Part IV, line 2)... 196,922
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 521 521  
12 Total. Add lines 1 through 11........ 278,169 277,479  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,763 15,382   15,382
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,671 810   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 520 260   260
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,954 16,452 0 15,642
25 Contributions, gifts, grants paid....... 165,776 165,776
26 Total expenses and disbursements. Add lines 24 and 25 206,730 16,452 0 181,418
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 71,439
b Net investment income (if negative, enter -0-) 261,027
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 436    
2 Savings and temporary cash investments......... 60,633 74,361 72,947
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,571,363 Click to see attachment2,604,181 2,847,113
c Investments—corporate bonds (attach schedule)....... 423,519 Click to see attachment449,100 436,069
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2 Click to see attachment2 1,416
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) 3,055,953 3,127,644 3,357,545
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 3,055,953 3,127,644
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 3,055,953 3,127,644
31 Total liabilities and net assets/fund balances (see instructions). 3,055,953 3,127,644
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,055,953
2
Enter amount from Part I, line 27a .....................
2
71,439
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,486
4
Add lines 1, 2, and 3 ..........................
4
3,128,878
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,234
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,127,644
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 225. AT&T INC   2017-06-28 2018-02-06
b 50. AT&T INC   2017-06-28 2018-03-16
c 125. AT&T INC   2017-06-28 2018-11-20
d 50. AFFILIATED MANAGERS GROUP   2016-06-07 2018-04-05
e 225. AFFILIATED MANAGERS GROUP     2018-10-11
25. AFFILIATED MANAGERS GROUP   2017-10-12 2018-10-31
75. AFFILIATED MANAGERS GROUP   2018-08-23 2018-10-31
350. ALTRIA GROUP INC   2015-06-03 2018-02-06
50. AMGEN INC.   2015-03-24 2018-03-16
250. ANALOG DEVICES   2013-06-07 2018-02-15
200. ANALOG DEVICES     2018-09-25
50. APPLE COMPUTER   2009-05-19 2018-02-06
25. APPLE COMPUTER     2018-03-16
75. APPLE COMPUTER   2010-09-13 2018-08-23
50. APPLE COMPUTER   2010-09-13 2018-11-20
100. APPLIED MATERIALS INC   2016-07-05 2018-10-11
200. APPLIED MATERIALS INC   2016-10-12 2018-10-31
640.341 ARTISAN INTL VALUE FUND-ADV   2013-06-10 2018-06-13
. BANK AMER CORP COM     2018-04-06
1000. BLACKROCK STRATEGIC INCOME OPPORTUNITIES   2018-02-15 2018-04-05
50. BOEING CO   2013-05-10 2018-08-23
25. BOEING CO   2015-06-03 2018-10-31
100. BOSTON SCIENTIFIC CORP   2017-04-28 2018-02-06
850. BOSTON SCIENTIFIC CORP   2017-04-28 2018-02-15
275. CVS CORP     2018-02-06
400. CAPITAL ONE FINANCIAL CORP W/1     2018-03-16
25. CAPITAL ONE FINANCIAL CORP W/1   2017-04-18 2018-03-16
50. CAPITAL ONE FINANCIAL CORP W/1   2017-04-18 2018-04-19
25. CAPITAL ONE FINANCIAL CORP W/1   2017-06-28 2018-05-30
25. CAPITAL ONE FINANCIAL CORP W/1   2017-04-18 2018-05-30
100. CAPITAL ONE FINANCIAL CORP W/1   2017-06-28 2018-10-31
50. CATERPILLAR INC.   2018-02-15 2018-04-05
25. CATERPILLAR INC.   2018-02-15 2018-05-30
25. CATERPILLAR INC.   2018-02-15 2018-06-13
50. CATERPILLAR INC.   2018-02-15 2018-08-23
100. CELGENE CORP     2018-02-06
100. CHURCH & DWIGHT CO INC   2008-12-18 2018-02-06
100. CHURCH & DWIGHT CO INC     2018-02-15
100. CHURCH & DWIGHT CO INC   2015-11-11 2018-03-16
115. CHURCH & DWIGHT CO INC     2018-04-05
500. CITIGROUP INC     2018-02-06
25. CONSTELLATION BRANDS INC CL A   2016-03-04 2018-02-06
50. CONSTELLATION BRANDS INC CL A   2016-03-04 2018-08-23
25. COSTCO WHOLESALE CORP   2017-04-18 2018-02-06
25. COSTCO WHOLESALE CORP   2017-04-18 2018-08-23
1319.649 CREDIT SUISSE FLOATING RATE HIGH INCOME   2014-08-20 2018-10-31
739.645 CREDIT SUISSE FLOATING RATE HIGH INCOME     2018-11-20
893.582 DFA INTERNATIONAL CORE EQUITY PORTFOLIO   2018-09-25 2018-11-20
549.683 DFA EMERGING MARKETS CORE   2017-08-17 2018-04-05
176.913 DFA EMERGING MARKETS CORE   2017-08-17 2018-06-13
383.877 DFA EMERGING MARKETS CORE   2017-08-17 2018-06-28
758.533 DFA EMERGING MARKETS CORE   2018-02-06 2018-10-11
423.567 DFA EMERGING MARKETS CORE     2018-10-11
393.314 DFA INTERNATIONAL SMALL COMPANY PORTFOLI   2018-02-06 2018-08-23
781.519 DFA INTERNATIONAL SMALL COMPANY PORTFOLI     2018-11-20
1924.84 DFA GLOBAL REAL ESTATE SECURITIES PORTFO     2018-02-06
50. DOWDUPONT INC   2015-02-24 2018-04-05
50. DOWDUPONT INC   2015-02-24 2018-10-11
400. DOWDUPONT INC     2018-10-31
2500. DREYFUS / THE BOSTON COMPANY SMALL/MID C   2018-05-30 2018-11-20
25. EOG RESOURCES INC   2015-11-11 2018-03-16
300. EASTMAN CHEMICAL CO   2017-11-13 2018-08-23
25. ECOLAB INC   2018-02-06 2018-08-23
75. ECOLAB INC   2018-02-06 2018-10-31
50. EDWARDS LIFESCIENCES CORP   2017-10-12 2018-10-11
151.63 AMERICAN EUROPACIFIC GROWTH FUND - CLASS   2017-04-18 2018-06-28
52.077 AMERICAN EUROPACIFIC GROWTH FUND - CLASS   2017-04-18 2018-09-25
331.647 AMERICAN EUROPACIFIC GROWTH FUND - CLASS     2018-09-25
100. EXXON MOBIL CORP COM   2017-11-13 2018-04-19
125. EXXON MOBIL CORP COM   2017-11-13 2018-05-30
75. EXXON MOBIL CORP COM   2017-11-13 2018-08-23
25. FACEBOOK INC-A   2013-09-30 2018-02-15
75. FACEBOOK INC-A   2014-05-28 2018-03-16
50. FACEBOOK INC-A   2014-05-28 2018-04-05
50. FACEBOOK INC-A   2014-05-28 2018-08-23
125. FACEBOOK INC-A     2018-11-20
408.163 FEDERATED INSTITUTIONAL HIGH YIELD BOND   2016-06-15 2018-03-16
214.944 FEDERATED INSTITUTIONAL HIGH YIELD BOND   2016-06-15 2018-04-05
411.523 FIDELITY ADVISOR STRATEGIC INCOME FUND -   2016-08-02 2018-02-15
5. GARRETT MOTION INC   2018-02-15 2018-10-22
40. GARRETT MOTION INC     2018-10-22
100. GILEAD SCIENCES INC   2011-03-10 2018-06-13
5. GILEAD SCIENCES INC   2011-03-10 2018-06-28
225. GILEAD SCIENCES INC     2018-06-28
75. GOLDMAN SACHS GROUP INC   2018-03-16 2018-08-23
100. GOLDMAN SACHS GROUP INC     2018-10-11
442.043 GOLDMAN SACHS INFLATION PROTECTED SECURI   2018-03-16 2018-10-11
900. HP INC     2018-02-15
150. HP INC   2016-04-25 2018-03-16
175. HP INC     2018-04-19
275. HP INC   2016-05-19 2018-05-30
100. HALLIBURTON CO   2018-04-05 2018-10-11
300. HALLIBURTON CO     2018-11-20
50. HONEYWELL INTL INC COM   2014-06-20 2018-10-31
100. ILLINOIS TOOL WORKS INC COM   2017-04-18 2018-04-05
4400. ISHARES GOLD TRUST     2018-03-16
1000. ISHARES GOLD TRUST     2018-04-05
50. ISHARES TR 20 PLUS YEAR TREASURY FD   2015-08-24 2018-02-15
200. ISHARES S&P MID-CAP 400 GROWTH ETF     2018-10-11
125. ISHARES RUSSELL 2000 GROWTH INDEX FUND   2018-03-16 2018-04-05
75. ISHARES I SHARES S&P SMALL CAP 600 BARRA     2018-10-11
50. ISHARES I SHARES S&P SMALL CAP 600 BARRA   2016-11-23 2018-10-31
50. ISHARES I SHARES S&P SMALL CAP 600 BARRA   2018-03-16 2018-10-31
427.35 JANUS HENDERSON TRITON FUND - CLASS T   2016-06-15 2018-10-11
200. JOHNSON & JOHNSON CO     2018-02-06
400. KKR & CO LP     2018-03-16
1600. KKR & CO LP     2018-04-05
1000. KKR & CO LP   2016-02-24 2018-04-19
250. THE KRAFT HEINZ CO   2017-04-18 2018-02-06
200. KROGER CO COM   2012-01-13 2018-02-06
450. KROGER CO COM     2018-04-05
300. KROGER CO COM   2017-04-28 2018-04-05
50. MARTIN MARIETTA MATLS INC COM   2018-08-23 2018-09-25
50. MICROSOFT CORP   2012-02-01 2018-10-11
150. MOHAWK INDUSTRIES INC     2018-11-20
50. MOHAWK INDUSTRIES INC     2018-11-20
50. NORTHROP GRUMMAN CORP W/1 RT/SH   2018-04-05 2018-10-31
25. NUCOR CORP   2015-10-09 2018-04-19
25. NUCOR CORP   2015-10-09 2018-05-30
100. NUCOR CORP   2015-10-09 2018-10-31
526.577 OPPENHEIMER DEVELOPING MARKETS FUND - CL     2018-08-23
275. PFIZER INC     2018-02-06
475. PFIZER INC     2018-04-05
1584.654 PIMCO INCOME FUND - INSTITUTIONAL CLASS     2018-06-28
758.853 PIMCO INCOME FUND - INSTITUTIONAL CLASS     2018-10-11
100. PIONEER NAT RES CO COM   2017-11-13 2018-04-05
100. PIONEER NAT RES CO COM     2018-08-23
250. POWERSHARES PREFERRED PORTFOLIO   2010-12-20 2018-03-16
50. REALTY INCOME CORP (REIT)   2015-11-11 2018-09-25
100. REALTY INCOME CORP (REIT)   2015-11-11 2018-10-31
25. REGENERON PHARMACEUTICALS   2018-02-15 2018-08-23
675. ROCHE HLDG LTD SPONSORED ADR   2018-02-06 2018-06-13
50. ROCKWELL INTL CORP NEW   2018-02-06 2018-04-19
25. ROCKWELL INTL CORP NEW   2018-02-06 2018-09-25
75. ROCKWELL INTL CORP NEW   2018-02-06 2018-10-11
244.2 T ROWE PRICE MID-CAP GRW #064     2018-05-30
294.318 T ROWE PRICE MID-CAP GRW #064     2018-05-30
715.359 T. ROWE PRICE REAL ESTATE FUND     2018-02-06
50. SPDR S&P MIDCAP 400 ETF TRUST   2016-12-20 2018-02-15
300. STARBUCKS CORP     2018-04-05
100. STARBUCKS CORP   2017-10-12 2018-04-05
1160.093 TCW EMERGING MARKETS INCOME FD   2017-09-22 2018-03-16
150. TJX COMPANIES INC W/1 RT/SH     2018-02-06
25. TJX COMPANIES INC W/1 RT/SH   2015-02-24 2018-03-16
50. T-MOBILE US INC   2015-10-09 2018-04-19
75. T-MOBILE US INC   2015-10-09 2018-09-25
50. T-MOBILE US INC   2015-10-09 2018-10-31
200. TEXAS INSTRUMENTS INC.     2018-04-05
200. TEXAS INSTRUMENTS INC.     2018-04-19
100. UNION PACIFIC CORP     2018-10-31
150. UNITED PARCEL SVC INC   2017-11-13 2018-02-06
25. UNITEDHEALTH GROUP INC   2013-07-05 2018-02-15
50. VALERO ENERGY     2018-08-23
50. VALERO ENERGY   2015-07-21 2018-09-25
160.312 VANGUARD INTERNATIONAL GROWTH FUND - ADM   2017-07-20 2018-09-25
204.208 VANGUARD INTERNATIONAL GROWTH FUND - ADM   2018-02-06 2018-09-25
181.488 VANGUARD INTERNATIONAL GROWTH FUND - ADM   2018-02-06 2018-10-11
35.141 VANGUARD INTERNATIONAL GROWTH FUND - ADM   2018-02-06 2018-11-20
375. VANGUARD FTSE ALL WORLD EXCEPT US INDEX   2018-03-16 2018-06-13
700. VANGUARD FTSE EMERGING MARKETS ETF   2017-08-17 2018-05-30
600. VANGUARD FTSE EMERGING MARKETS ETF     2018-06-13
250. VANGUARD REIT VIPERS     2018-02-06
400. VODAFONE GROUP PLC - SP ADR   2017-06-28 2018-02-06
1200. WISDOMTREE EMERGING MKTS HIGH DIV FUND I     2018-06-13
400. WISDOMTREE EMERGING MKTS HIGH DIV FUND I     2018-06-28
675. WISDOMTREE U.S. SMALLCAP DIVIDEND FUND     2018-02-06
400. WISDOMTREE U.S. SMALLCAP DIVIDEND FUND     2018-02-15
200. WISDOMTREE U.S. SMALLCAP DIVIDEND FUND   2016-08-02 2018-09-25
. CLASS ACTION PROCEEDS     2018-07-13
50. CHUBB LIMITED   2017-06-28 2018-04-19
50. BROADCOM LTD   2015-11-11 2018-02-15
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 8,111   8,541 -430
b 1,844   1,898 -54
c 3,676   4,745 -1,069
d 9,150   8,603 547
e 27,792   34,299 -6,507
2,892   4,840 -1,948
8,677   11,044 -2,367
22,887   17,831 5,056
9,439   8,308 1,131
21,322   11,412 9,910
18,512   12,547 5,965
7,987   920 7,067
4,462   756 3,706
16,173   2,862 13,311
8,821   1,908 6,913
3,295   2,384 911
6,612   5,761 851
24,000   21,668 2,332
485     485
9,920   9,999 -79
17,342   4,747 12,595
8,988   3,602 5,386
2,608   2,641 -33
22,950   22,449 501
20,092   21,597 -1,505
39,787   31,314 8,473
2,487   2,038 449
4,890   4,075 815
2,325   2,078 247
2,325   2,038 287
9,005   8,310 695
7,409   8,000 -591
3,887   4,000 -113
3,879   4,000 -121
6,831   8,000 -1,169
9,473   13,295 -3,822
4,843   1,253 3,590
4,961   1,710 3,251
4,975   4,559 416
5,714   5,619 95
36,669   59,356 -22,687
5,370   3,610 1,760
10,219   7,220 2,999
4,567   4,246 321
5,750   4,246 1,504
9,000   9,119 -119
5,000   4,965 35
11,000   12,635 -1,635
13,000   11,697 1,303
4,000   3,765 235
8,000   8,169 -169
14,344   18,000 -3,656
8,010   9,369 -1,359
8,000   8,358 -358
13,934   16,642 -2,708
19,691   21,000 -1,309
3,271   2,490 781
2,965   2,490 475
21,692   19,546 2,146
50,000   57,075 -7,075
2,504   2,167 337
29,125   27,462 1,663
3,675   3,244 431
11,524   9,733 1,791
7,021   5,518 1,503
8,000   7,444 556
2,767   2,556 211
17,624   19,000 -1,376
7,878   8,300 -422
10,181   10,374 -193
5,929   6,225 -296
4,489   1,257 3,232
13,836   4,804 9,032
7,958   3,203 4,755
8,703   3,203 5,500
16,459   9,963 6,496
4,000   3,877 123
2,100   2,042 58
5,107   5,000 107
69   81 -12
555   413 142
7,135   2,065 5,070
351   103 248
15,777   18,521 -2,744
17,715   20,132 -2,417
21,265   26,020 -4,755
4,500   4,593 -93
19,227   10,581 8,646
3,532   1,891 1,641
3,755   2,179 1,576
6,047   3,165 2,882
3,983   4,817 -834
9,348   14,843 -5,495
7,307   4,526 2,781
15,892   13,258 2,634
55,263   54,715 548
12,660   12,705 -45
5,905   6,320 -415
42,730   35,447 7,283
23,960   24,819 -859
13,698   10,727 2,971
9,026   7,339 1,687
9,026   8,979 47
13,000   9,684 3,316
25,881   23,675 2,206
8,748   9,410 -662
32,659   26,102 6,557
21,000   12,850 8,150
18,237   23,077 -4,840
5,756   2,424 3,332
10,764   7,861 2,903
7,176   8,906 -1,730
9,470   10,195 -725
5,300   1,495 3,805
18,716   29,348 -10,632
6,239   10,081 -3,842
13,248   17,855 -4,607
1,636   1,041 595
1,605   1,041 564
5,942   4,165 1,777
21,532   23,000 -1,468
9,377   8,449 928
16,940   16,460 480
19,000   19,480 -480
9,000   9,014 -14
17,412   15,722 1,690
17,547   16,370 1,177
3,652   3,524 128
2,819   2,341 478
6,047   4,673 1,374
9,423   8,281 1,142
17,820   19,691 -1,871
8,670   9,324 -654
4,779   4,662 117
12,961   13,987 -1,026
22,386   20,000 2,386
26,980   26,500 480
18,528   18,422 106
17,240   15,282 1,958
17,697   18,131 -434
5,899   5,633 266
9,675   10,000 -325
11,208   10,254 954
2,039   1,725 314
3,145   1,999 1,146
5,203   2,998 2,205
3,441   1,999 1,442
20,398   12,561 7,837
20,240   13,578 6,662
14,766   7,703 7,063
16,976   17,196 -220
5,632   1,647 3,985
5,817   1,915 3,902
5,824   3,356 2,468
15,832   14,000 1,832
20,168   20,249 -81
16,000   17,996 -1,996
3,000   3,485 -485
20,389   20,749 -360
31,129   30,156 973
26,862   26,772 90
18,459   20,365 -1,906
11,624   11,596 28
53,967   42,515 11,452
16,820   15,304 1,516
18,287   16,095 2,192
11,120   9,972 1,148
5,954   4,951 1,003
88     88
6,838   7,281 -443
12,491   6,042 6,449
      25,403
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       -430
b       -54
c       -1,069
d       547
e       -6,507
      -1,948
      -2,367
      5,056
      1,131
      9,910
      5,965
      7,067
      3,706
      13,311
      6,913
      911
      851
      2,332
      485
      -79
      12,595
      5,386
      -33
      501
      -1,505
      8,473
      449
      815
      247
      287
      695
      -591
      -113
      -121
      -1,169
      -3,822
      3,590
      3,251
      416
      95
      -22,687
      1,760
      2,999
      321
      1,504
      -119
      35
      -1,635
      1,303
      235
      -169
      -3,656
      -1,359
      -358
      -2,708
      -1,309
      781
      475
      2,146
      -7,075
      337
      1,663
      431
      1,791
      1,503
      556
      211
      -1,376
      -422
      -193
      -296
      3,232
      9,032
      4,755
      5,500
      6,496
      123
      58
      107
      -12
      142
      5,070
      248
      -2,744
      -2,417
      -4,755
      -93
      8,646
      1,641
      1,576
      2,882
      -834
      -5,495
      2,781
      2,634
      548
      -45
      -415
      7,283
      -859
      2,971
      1,687
      47
      3,316
      2,206
      -662
      6,557
      8,150
      -4,840
      3,332
      2,903
      -1,730
      -725
      3,805
      -10,632
      -3,842
      -4,607
      595
      564
      1,777
      -1,468
      928
      480
      -480
      -14
      1,690
      1,177
      128
      478
      1,374
      1,142
      -1,871
      -654
      117
      -1,026
      2,386
      480
      106
      1,958
      -434
      266
      -325
      954
      314
      1,146
      2,205
      1,442
      7,837
      6,662
      7,063
      -220
      3,985
      3,902
      2,468
      1,832
      -81
      -1,996
      -485
      -360
      973
      90
      -1,906
      28
      11,452
      1,516
      2,192
      1,148
      1,003
      88
      -443
      6,449
       
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 2 196,922
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 180,778 3,566,923 0.050682
2016 177,638 3,218,643 0.05519
2015 192,371 3,444,804 0.055844
2014 192,629 3,559,123 0.054123
2013      
2
Total of line 1, column (d) .....................
2
0.215839
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
0.05396
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,724,578
5
Multiply line 4 by line 3......................
5
200,978
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,610
7
Add lines 5 and 6........................
7
203,588
8
Enter qualifying distributions from Part XII, line 4,.............
8
181,418
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 5,221
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 5,221
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 5,221
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,252
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,252
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 31
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet31 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWV
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletHUNTINGTON NATIONAL BANK Telephone no.bullet (304) 348-5035

    Located atbullet900 LEE STREET EASTCHARLESTONWV ZIP+4bullet25301
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    HUNTINGTON NATIONAL BANK TRUSTEE
    2     		30,763    
    PO BOX 1558 DEPT EA4E86
    COLUMBUS,OH43216
    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 (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,717,001
    b
    Average of monthly cash balances.......................
    1b
    64,296
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,781,297
    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
    3,781,297
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    56,719
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,724,578
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    186,229
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    186,229
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    5,221
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,221
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    181,008
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    181,008
    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
    181,008
    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
    181,418
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    181,418
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    181,418
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 181,008
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 20,982
    c From 2015...... 23,279
    d From 2016...... 19,980
    e From 2017...... 7,681
    fTotal of lines 3a through e........ 71,922
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 181,418
    a Applied to 2017, 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 2018 distributable amount..... 181,008
    e Remaining amount distributed out of corpus 410
    5 Excess distributions carryover applied to 2018. 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 72,332
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		72,332
    10 Analysis of line 9:
    a Excess from 2014.... 20,982
    b Excess from 2015.... 23,279
    c Excess from 2016.... 19,980
    d Excess from 2017.... 7,681
    e Excess from 2018.... 410
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    UNIVERSITY OF CHARLESTON
    ATTN TERRI UNDERHILL
    CHARLESTON,WV253041099     		NONE PC GENERAL SUPPORT 165,776
    Total .................................bullet 3a 165,776
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 80,726  
    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 ............     		    18 196,922  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    14 521  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   278,169  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    278,169
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    VIRGINIA GORMAN TRUST
    EIN:
    55-6091154
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BLOCK FINANCIAL CORP 5.5% 11/0 75,406 76,632
    CREDIT SUISSE FLOATING RATE HI 15,547 15,227
    ISHARES TIPS BOND ETF 22,770 21,902
    ISHARES 20+ YEAR TREASURY BOND    
    OMNICOM GROUP INC 4.45% 08/15/ 52,403 50,841
    PIMCO INCOME FUND - INSTITUTIO    
    POTASH CORP OF SASKATCHEWAN 3%    
    POWERSHARES PREFERRED PORTFOLI    
    SPDR BARCLAYS CONVERTIBLE SECU    
    THORNBURG LIMITED TERM INCOME    
    FEDERATED INSTITUTIONAL HIGH 10,342 9,749
    FIDELITY ADVISOR STRATEGIC    
    LORD ABBETT SHORT DURATION 51,300 50,511
    GOLDMAN SACHS 6,407 6,272
    INVESCO POWERSHARES PREFERRED 32,896 30,308
    ISHARES FLOATING RATE BOND ETF 30,626 30,216
    NUTRIEN LTD 3% 04/01/2025-2025 49,957 46,081
    PIMCO INCOME FUND 51,704 50,370
    SPDR BARCLAYS CONVERTIBLE 49,742 47,960

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    VIRGINIA GORMAN TRUST
    EIN:
    55-6091154
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET INC - CL A 48,520 78,372
    ALTRIA GROUP INC 34,778 27,165
    AMGEN INC 32,840 38,934
    ANALOG DEVICES INC 12,600 17,166
    APPLE INC 8,012 33,125
    ARTISAN INTERNATIONAL VALUE FU 75,610 67,094
    BLACKROCK INC 42,974 39,282
    BOEING CO 25,267 56,438
    CVS HEALTH CORPORATION    
    CAPITAL ONE FINANCIAL CORP    
    CHURCH & DWIGHT CO INC W/1 RT/    
    CITIGROUP INC 20,153 17,128
    CROWN CASTLE INTL CORP 31,024 40,736
    DFA EMERGING MARKETS CORE EQUI    
    EOG RESOURCES INC 43,434 50,146
    EXXON MOBIL CORP    
    FACEBOOK INC - A 13,689 16,386
    FEDEX CORP 18,440 12,100
    GILEAD SCIENCES INC    
    HOME DEPOT INC 22,767 34,364
    HONEYWELL INTERNATIONAL INC 40,394 52,848
    IBM CORP 32,449 28,418
    ISHARES CORE S&P SMALL-CAP ETF 21,502 19,063
    JANUS TRITON FUND - CLASS T 88,614 86,735
    KKR & CO LP    
    THE KROGER CO    
    LOCKHEED MARTIN CORPORATION 44,103 52,368
    MCDONALDS CORP 35,716 44,393
    MICROSOFT CORP 27,929 81,256
    MONDELEZ INTERNATIONAL INC W/I 25,404 24,018
    AMERICAN FUNDS-NEW WORLD FUND- 104,524 103,544
    NUCOR CORP W/1 RT/SH 20,214 20,724
    PAYPAL HOLDINGS INC 19,458 21,023
    PEIZER INC    
    REALTY INCOME CORP W/1 RT/SH 4,806 6,304
    T. ROWE PRICE REAL ESTATE FUND    
    STARBUCKS CORP    
    TJX COMPANIES INC 19,658 24,607
    T-MOBILE US INC 14,396 22,264
    UNION PACIFIC CORP 6,870 11,750
    UNITEDHEALTH GROUP INC 26,098 70,999
    VALERO ENERGY CORP 46,241 53,229
    VANGUARD REIT FUND    
    VODAFONE GROUP PLC - SP ADR    
    WISDOMTREE EUROPE HEDGED EQUIT 53,266 47,974
    AT&T INC    
    AFFILIATED MANAGERS GROUP    
    APPLIED MATERIALS INC    
    CONSTELLATION BRANDS INC CL A 24,714 24,123
    HP INC 12,421 18,414
    JOHNSON & JOHNSON    
    MOHAWK INDUSTRIES INC    
    NEXTERA ENERGY INC 32,747 43,455
    BROADCOM LTD    
    CHUBB LIMITED 14,509 12,918
    PIONEER NATURAL RESOURCE W/1    
    S&P GLOBAL INC 19,608 38,237
    TEXAS INSTRUMENTS INC    
    WISDOMTREE EMERGING MKTS HIGH 41,306 40,150
    WISDOMTREE SMALL CAP DVD INDEX    
    BOSTON SCIENTIFIC CORP    
    CELGENE CORP    
    COSTCO WHOLESALE CORP 26,266 30,557
    DFA GLOBAL REAL ESTATE    
    D.R. HORTON INC 25,319 25,129
    DOWDUPONT INC    
    EASTMAN CHEMICAL CO    
    EDWARDS LIFESCIENCES CORP 16,555 22,976
    ILLINOIS TOOL WORKS    
    ISHARES GOLD TRUST    
    ISHARES S&P MID-CAP 400 GROWTH 39,685 38,246
    JP MORGAN CHASE & CO 54,238 48,810
    THE KRAFT HEINZ CO 34,180 20,444
    AMERICAN EUROPACIFIC GROWTH FU    
    O'REILLY AUTOMOTIVE INC 15,552 25,825
    PRICELINE GROUP INC    
    T. ROWE PRICE MID-CAP GROWTH    
    SPDR S&P MIDCAP 400 ETF TRUST 56,292 52,967
    THERMO FISHER SCIENTIFIC INC 1 19,064 27,974
    UNITED PARCEL SERVICE CL B    
    UNITEDHEALTH GROUP INC    
    VANGUARD INTERNATIONAL GROWTH 41,270 32,055
    VANGUARD FTSE EMERGING MARKETS    
    VISA INC CLASS A SHARES 34,835 46,179
    WEC ENERGY GROUP INC 22,011 24,241
    AUTOMATIC DATA PROCESSING 26,538 29,502
    ABBOTT LABORATORIES 33,725 36,165
    ABBVIE INC 38,404 39,181
    BOOKING HOLDINGS INC 40,554 34,448
    BROADCOM INC 28,881 60,773
    CBOE HOLDINGS LLC 27,851 26,903
    COCA COLA CO 22,580 23,675
    CONOCOPHILIPS 9,577 9,353
    DFA INTERNATIONAL CORE EQUITY 33,365 28,043
    DANAHER CORP 34,980 36,092
    DIGITAL REALTY TRUST INC SERIE 7,030 6,933
    DOLLAR TREE INC 32,276 31,612
    DOMINION ENERGY INC 21,440 21,438
    DREYFUS/THE BOSTON COMPANY 58,925 44,819
    EATON VANCE ATLANTA CAPITAL 74,000 61,615
    ECOLAB INC W/1 RT PER SHARE 6,489 7,368
    FISERV INC 19,783 20,210
    ISHARES SELECT DIVIDEND ETF 67,772 62,517
    ISHARES MSCI EAFE VALUE ETF 14,282 13,566
    LAM RESEARCH CORP W/1 RT/SH 17,265 13,617
    LOWES COMPANIES INC 21,632 23,090
    M&T BANK CORP 31,567 25,048
    MFS NEW DISCOVERY VALUE FUND - 66,000 56,636
    NASDAQ INC 13,073 12,236
    PFIZER INC 18,940 22,916
    PRICE T ROWE GROUP INC 27,250 25,388
    REGENERON PHARMACEUTICALS 33,252 37,350
    RESIDEO TECHNOLOGIES INC 1,395 1,541
    T ROWE PRICE NEW HORIZONS FUND 52,000 44,020
    SOUTHERN CO PFD 6.25% 7,075 7,015
    WAL-MART STORES INC 18,456 18,630
    WISDOMTREE U.S. MIDCAP DIVIDEN 97,607 85,401
    WISDOM US SMALL CAP 7,895 7,359

    TY 2018 InvestmentsOtherSchedule2
    Name:
    VIRGINIA GORMAN TRUST
    EIN:
    55-6091154
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    1/10 MIN INT 264 3/4 ACRES TUP AT COST 1 533
    MIN-POCA FK LT SANDY AT COST 1 883

    TY 2018 OtherDecreasesSchedule
    Name:
    VIRGINIA GORMAN TRUST
    EIN:
    55-6091154
    Description Amount
    ROUNDING 164
    2018 INCOME POSTED IN 2019 924
    NON DEDUCTIBLE TAX PAYMENTS 146


    TY 2018 OtherExpensesSchedule
    Name:
    VIRGINIA GORMAN TRUST
    EIN:
    55-6091154
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 520 260   260


    TY 2018 OtherIncomeSchedule2
    Name:
    VIRGINIA GORMAN TRUST
    EIN:
    55-6091154
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 521 521  


    TY 2018 OtherIncreasesSchedule
    Name:
    VIRGINIA GORMAN TRUST
    EIN:
    55-6091154
    Description Amount
    2017 INCOME POSTED IN 2018 848
    RETURN OF CAPITAL 78
    PARTNERSHIP 560


    TY 2018 TaxesSchedule
    Name:
    VIRGINIA GORMAN TRUST
    EIN:
    55-6091154
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 110 110   0
    REAL ESTATE TAX ON NON-RENTAL 24 24   0
    FEDERAL TAX PAYMENT - PRIOR YE 3,609 0   0
    FEDERAL ESTIMATES - PRINCIPAL 5,252 0   0
    FOREIGN TAXES ON QUALIFIED FOR 566 566   0
    FOREIGN TAXES ON NONQUALIFIED 110 110   0