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
SUMNER T MCKNIGHT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)901 SOUTH BOND STREET SUITE 400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21231
A Employer identification number

41-6022360
B Telephone number (see instructions)

(410) 537-5404
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$1,599,031J 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... 23,865 23,865  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 152,038
b Gross sales price for all assets on line 6a 429,733
7 Capital gain net income (from Part IV, line 2)... 152,038
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).......      
12 Total. Add lines 1 through 11........ 175,903 175,903  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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).... Click to see attachment 9,622 9,622   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,862 598   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,484 10,220 0 0
25 Contributions, gifts, grants paid....... 127,000 127,000
26 Total expenses and disbursements. Add lines 24 and 25 140,484 10,220 0 127,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 35,419
b Net investment income (if negative, enter -0-) 165,683
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.............      
2 Savings and temporary cash investments......... 33,094 66,963 66,963
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)....... 941,120 Click to see attachment942,652 1,169,867
c Investments—corporate bonds (attach schedule)....... 352,999 Click to see attachment352,999 332,092
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment30,109 Click to see attachment30,109 Click to see attachment30,109
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,357,322 1,392,723 1,599,031
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........ 1,357,322 1,392,723
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)..... 1,357,322 1,392,723
31 Total liabilities and net assets/fund balances (see instructions). 1,357,322 1,392,723
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
1,357,322
2
Enter amount from Part I, line 27a .....................
2
35,419
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,392,741
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
18
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,392,723
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 1. DANAHER CORP   2008-04-17 2018-01-03
b 3. DANAHER CORP   2008-04-17 2018-01-04
c . BANK OF NEW YORK MELLON CORP     2018-01-05
d 6. DANAHER CORP   2008-04-17 2018-01-05
e 8. PAYPAL HOLDINGS INC   2016-08-25 2018-01-09
14. PAYPAL HOLDINGS INC   2016-08-26 2018-01-10
4. WABTEC COM   2015-12-22 2018-01-16
7. ADOBE SYS INCORP   2016-05-13 2018-01-18
1. AMAZON.COM INC   2015-01-15 2018-01-18
11. AMPHENOL CORP - CL A   2010-07-15 2018-01-18
3. ANSYS INC   2010-10-08 2018-01-18
4. BWX TECHNOLOGIES INC   2018-01-16 2018-01-18
454.959 BROWN ADVISORY FLEXIBLE EQUITY INV   2015-02-19 2018-01-18
3. COSTCO WHOLESALE CORPORATION   2009-07-02 2018-01-18
1. COSTCO WHOLESALE CORPORATION   2017-11-07 2018-01-18
9. DANAHER CORP   2008-04-17 2018-01-18
8. DEXCOM INC   2016-08-17 2018-01-18
7. ECOLAB INC   2012-11-28 2018-01-18
3. EDWARDS LIFESCIENCES CORP   2017-02-03 2018-01-18
6. FACEBOOK INC CLASS A   2015-03-04 2018-01-18
4. FLEETCOR TECHNOLOGIES INC   2015-08-12 2018-01-18
4. FORTIVE CORP WI   2017-12-20 2018-01-18
5. INTUIT INC.   2017-04-19 2018-01-18
3. INTUITIVE SURGICAL INC   2006-12-01 2018-01-18
7. ESTEE LAUDER COMPANIES CL A   2012-03-13 2018-01-18
14. PAYPAL HOLDINGS INC   2016-08-25 2018-01-18
3. ROPER INDUSTRIES INC NEW   2016-09-08 2018-01-18
5. SBA COMMUNICATIONS CORP   2016-05-03 2018-01-18
7. SALESFORCE COM INC   2009-07-02 2018-01-18
1. SALESFORCE COM INC   2017-10-29 2018-01-18
5. SMITH A O CORP   2017-02-28 2018-01-18
10. STARBUCKS CORP.   2017-10-05 2018-01-18
7. TJX COS INC   2017-02-23 2018-01-18
5. THERMO ELECTRON CORP   2018-01-05 2018-01-18
10. VISA INC CLASS A SHARES   2013-08-28 2018-01-18
8. WABTEC COM   2015-12-22 2018-01-18
3. ZOETIS INC   2017-11-13 2018-01-18
12. GENPACT LIMITED   2010-09-03 2018-01-18
7. GENPACT LIMITED   2017-09-19 2018-01-18
27. NXP SEMICONDUCTORS NV   2015-10-30 2018-01-18
22. NXP SEMICONDUCTORS NV   2016-07-05 2018-01-19
10. NXP SEMICONDUCTORS NV   2015-01-07 2018-01-22
5. ECOLAB INC   2012-11-28 2018-01-23
7. NXP SEMICONDUCTORS NV   2015-01-06 2018-01-23
7. NXP SEMICONDUCTORS NV   2015-01-06 2018-01-23
11. ECOLAB INC   2012-11-28 2018-01-24
4. WABTEC COM   2015-12-17 2018-01-26
10. STARBUCKS CORP.   2017-10-05 2018-01-29
20. STARBUCKS CORP.   2012-10-24 2018-01-29
2. WABTEC COM   2015-12-11 2018-01-29
5. STARBUCKS CORP.   2012-10-24 2018-01-30
14. STARBUCKS CORP.   2012-10-24 2018-01-30
20. STARBUCKS CORP.   2012-10-24 2018-01-30
25. STARBUCKS CORP.   2012-10-24 2018-01-31
10. STARBUCKS CORP.   2012-10-24 2018-01-31
5. ADOBE SYS INCORP   2016-04-18 2018-02-01
1. ALPHABET INC CL C   2016-05-05 2018-02-01
1. ALPHABET INC CL A   2008-12-10 2018-02-01
1. AMAZON.COM INC   2015-01-15 2018-02-01
10. AMPHENOL CORP - CL A   2010-07-15 2018-02-01
3. ANSYS INC   2010-10-08 2018-02-01
7. BWX TECHNOLOGIES INC   2018-01-16 2018-02-01
775.158 BROWN ADVISORY EQUITY INCOME INV   2012-07-24 2018-02-01
402.852 BROWN ADVISORY EQUITY INCOME INV   2017-12-19 2018-02-01
2. CHARTER COMMUNICATIONS INC NEW   2017-07-31 2018-02-01
4. COSTCO WHOLESALE CORPORATION   2009-07-02 2018-02-01
9. DANAHER CORP   2008-04-17 2018-02-01
7. DEXCOM INC   2016-09-28 2018-02-01
5. ECOLAB INC   2012-11-28 2018-02-01
4. EDWARDS LIFESCIENCES CORP   2017-02-03 2018-02-01
4. FACEBOOK INC CLASS A   2015-03-04 2018-02-01
5. FACEBOOK INC CLASS A   2015-03-04 2018-02-01
1. FLEETCOR TECHNOLOGIES INC   2015-08-06 2018-02-01
3. FLEETCOR TECHNOLOGIES INC   2015-08-06 2018-02-01
11. FORTIVE CORP WI   2017-12-21 2018-02-01
4. INTUIT INC.   2017-04-19 2018-02-01
2. INTUITIVE SURGICAL INC   2006-12-01 2018-02-01
6. ESTEE LAUDER COMPANIES CL A   2012-03-13 2018-02-01
12. PAYPAL HOLDINGS INC   2018-02-01 2018-02-01
4. ROPER INDUSTRIES INC NEW   2016-10-10 2018-02-01
6. SBA COMMUNICATIONS CORP   2016-05-03 2018-02-01
8. SALESFORCE COM INC   2009-07-02 2018-02-01
9. SMITH A O CORP   2018-01-26 2018-02-01
31. STARBUCKS CORP.   2012-10-24 2018-02-01
8. TJX COS INC   2017-02-23 2018-02-01
3. THERMO ELECTRON CORP   2018-01-04 2018-02-01
9. VISA INC CLASS A SHARES   2013-08-28 2018-02-01
4. WABTEC COM   2015-12-11 2018-02-01
15. ZOETIS INC   2017-05-22 2018-02-01
19. GENPACT LIMITED   2010-09-03 2018-02-01
50. STARBUCKS CORP.   2012-10-24 2018-02-02
6. WABTEC COM   2015-12-18 2018-02-06
4. WABTEC COM   2015-12-18 2018-02-06
4. WABTEC COM   2016-01-05 2018-02-07
4. ECOLAB INC   2012-11-28 2018-02-08
5. WABTEC COM   2016-02-18 2018-02-08
8. WABTEC COM   2016-02-18 2018-02-08
5. ECOLAB INC   2012-11-28 2018-02-09
3. ECOLAB INC   2012-11-27 2018-02-09
6. WABTEC COM   2016-01-22 2018-02-09
1. WABTEC COM   2016-01-08 2018-02-09
3. ECOLAB INC   2012-11-27 2018-02-12
5. WABTEC COM   2016-01-21 2018-02-12
4. ECOLAB INC   2012-11-27 2018-02-13
2. WABTEC COM   2016-01-21 2018-02-13
4. ECOLAB INC   2012-11-27 2018-02-14
39. WABTEC COM   2016-02-09 2018-02-14
9. ECOLAB INC   2012-11-27 2018-02-15
3. FLEETCOR TECHNOLOGIES INC   2015-08-06 2018-02-15
3. ECOLAB INC   2012-11-27 2018-02-16
5. ECOLAB INC   2012-11-27 2018-02-20
4. ECOLAB INC   2012-11-27 2018-02-21
4. ECOLAB INC   2012-11-27 2018-02-23
2. ECOLAB INC   2012-11-27 2018-02-26
2. ECOLAB INC   2012-11-27 2018-02-27
1. ECOLAB INC   2012-11-27 2018-02-28
138.559 COHO REL VALUE EQUITY INV   2017-12-20 2018-02-28
5229.929 COHO REL VALUE EQUITY INV   2016-12-22 2018-02-28
2. ECOLAB INC   2012-11-27 2018-03-01
6. ESTEE LAUDER COMPANIES CL A   2012-03-13 2018-03-01
3. ECOLAB INC   2012-11-27 2018-03-02
2. ECOLAB INC   2012-11-27 2018-03-05
4. ECOLAB INC   2012-11-27 2018-03-05
6. ECOLAB INC   2012-11-26 2018-03-06
2. ECOLAB INC   2012-11-26 2018-03-07
27. ECOLAB INC   2012-11-26 2018-03-07
3. SMITH A O CORP   2018-01-26 2018-03-08
9. SMITH A O CORP   2017-02-28 2018-03-08
3. ADOBE SYS INCORP   2016-05-19 2018-03-09
4. AMPHENOL CORP - CL A   2010-07-15 2018-03-09
2. ADOBE SYS INCORP   2016-04-25 2018-03-12
6. AMPHENOL CORP - CL A   2010-07-15 2018-03-12
4. ADOBE SYS INCORP   2016-04-27 2018-03-13
2. AMPHENOL CORP - CL A   2010-07-15 2018-03-13
1021.103 BROWN ADVISORY EQUITY INCOME INV   2012-07-24 2018-03-13
459.348 BROWN ADVISORY FLEXIBLE EQUITY INV   2015-02-19 2018-03-13
1. SMITH A O CORP   2016-11-19 2018-03-14
1. AMPHENOL CORP - CL A   2010-07-15 2018-03-15
1. SMITH A O CORP   2016-11-19 2018-03-15
6. AMPHENOL CORP - CL A   2010-07-15 2018-03-16
6. VISA INC CLASS A SHARES   2013-08-28 2018-03-19
1. FLEETCOR TECHNOLOGIES INC   2015-08-06 2018-03-23
3. ALPHABET INC CL A   2008-12-10 2018-03-26
1. FLEETCOR TECHNOLOGIES INC   2015-08-06 2018-03-26
1. FLEETCOR TECHNOLOGIES INC   2015-08-07 2018-03-27
228.424 BROWN ADVISORY SM CP FUNDAMENTAL VAL   2014-03-17 2018-03-28
134.026 BROWN ADVISORY SM CP FUNDAMENTAL VAL   2017-12-19 2018-03-28
2. FLEETCOR TECHNOLOGIES INC   2015-08-07 2018-03-29
4. ADOBE SYS INCORP   2016-07-05 2018-04-10
1. FLEETCOR TECHNOLOGIES INC   2015-08-07 2018-04-10
4. ZOETIS INC   2017-05-22 2018-04-10
1. FLEETCOR TECHNOLOGIES INC   2015-08-07 2018-04-11
6. ZOETIS INC   2017-05-22 2018-04-11
6. FLEETCOR TECHNOLOGIES INC   2015-08-03 2018-04-16
8. ESTEE LAUDER COMPANIES CL A   2012-03-13 2018-04-24
2. CHARTER COMMUNICATIONS INC NEW   2017-07-31 2018-04-25
16. CHARTER COMMUNICATIONS INC NEW   2017-10-05 2018-04-27
13. ESTEE LAUDER COMPANIES CL A   2012-03-13 2018-05-01
5. ESTEE LAUDER COMPANIES CL A   2012-03-13 2018-05-02
15. FORTIVE CORP WI   2018-04-27 2018-05-07
1. DANAHER CORP   2008-04-17 2018-05-08
4. DANAHER CORP   2008-04-17 2018-05-09
4. CHARTER COMMUNICATIONS INC NEW   2017-09-21 2018-05-10
4. CHARTER COMMUNICATIONS INC NEW   2017-10-16 2018-05-11
4. CHARTER COMMUNICATIONS INC NEW   2018-03-08 2018-05-14
6. DANAHER CORP   2008-04-17 2018-05-14
2. CHARTER COMMUNICATIONS INC NEW   2018-03-07 2018-05-15
5. CHARTER COMMUNICATIONS INC NEW   2018-03-23 2018-05-16
1. DEXCOM INC   2016-09-28 2018-06-14
2. DEXCOM INC   2016-09-28 2018-06-14
5. DEXCOM INC   2016-08-20 2018-06-15
1. INTUITIVE SURGICAL INC   2018-02-08 2018-06-27
9. PAYPAL HOLDINGS INC   2018-02-08 2018-06-27
2. ANSYS INC   2010-10-08 2018-06-28
2. INTUITIVE SURGICAL INC   2006-12-01 2018-06-28
7. SALESFORCE COM INC   2009-07-02 2018-06-28
9. ANSYS INC   2010-10-08 2018-06-29
1. ANSYS INC   2010-10-08 2018-07-02
2. ANSYS INC   2010-10-08 2018-07-05
8. ANSYS INC   2010-10-08 2018-07-09
4. ANSYS INC   2010-10-08 2018-07-10
3. ANSYS INC   2010-10-08 2018-07-11
2. ANSYS INC   2010-10-08 2018-07-11
9. ANSYS INC   2010-10-08 2018-07-12
1. ANSYS INC   2010-10-08 2018-07-13
2. AMAZON.COM INC   2015-01-15 2018-07-16
5. ANSYS INC   2010-10-08 2018-07-17
1. FLEETCOR TECHNOLOGIES INC   2015-08-04 2018-07-17
2. ANSYS INC   2010-10-08 2018-07-18
3. FLEETCOR TECHNOLOGIES INC   2015-08-05 2018-07-18
1. ANSYS INC   2010-10-08 2018-07-19
1. ANSYS INC   2010-10-08 2018-07-20
1. ANSYS INC   2010-10-08 2018-07-20
3. FLEETCOR TECHNOLOGIES INC   2015-08-05 2018-07-20
2. FLEETCOR TECHNOLOGIES INC   2015-08-05 2018-07-23
5. ANSYS INC   2010-10-08 2018-07-25
4027.04 BA- MACQUARIE ASIA NEW STARS FD CL INST   2015-12-21 2018-07-25
2. ADOBE SYS INCORP   2016-07-05 2018-07-26
4. ADOBE SYS INCORP   2016-07-05 2018-07-30
2. INTUITIVE SURGICAL INC   2006-12-01 2018-07-30
2. DEXCOM INC   2018-07-27 2018-08-07
3. ADOBE SYS INCORP   2016-07-05 2018-08-08
4. ALIBABA GROUP HOLDING LTD A D R   2018-02-01 2018-08-08
1. ALPHABET INC CL C   2018-05-10 2018-08-08
10. AMPHENOL CORP - CL A   2018-05-17 2018-08-08
3. AUTODESK INC   2018-07-18 2018-08-08
8. BWX TECHNOLOGIES INC   2018-07-16 2018-08-08
1. BOOKING HOLDINGS INC   2018-03-07 2018-08-08
3. CINTAS CORP.   2018-07-16 2018-08-08
1. COSTCO WHOLESALE CORPORATION   2009-07-02 2018-08-08
3. COSTCO WHOLESALE CORPORATION   2018-05-10 2018-08-08
8. DANAHER CORP   2008-04-17 2018-08-08
6. DEXCOM INC   2018-07-30 2018-08-08
1. DEXCOM INC   2016-08-20 2018-08-08
7. ELECTRONIC ARTS   2018-07-18 2018-08-08
2. FLEETCOR TECHNOLOGIES INC   2015-08-05 2018-08-08
1. FORTIVE CORP WI   2018-04-27 2018-08-08
10. FORTIVE CORP WI   2016-07-14 2018-08-08
5. INTUIT INC.   2018-03-12 2018-08-08
2. INTUITIVE SURGICAL INC   2006-12-01 2018-08-08
5. ESTEE LAUDER COMPANIES CL A   2012-03-13 2018-08-08
12. PAYPAL HOLDINGS INC   2016-07-08 2018-08-08
3. ROPER INDUSTRIES INC NEW   2016-09-26 2018-08-08
6. SBA COMMUNICATIONS CORP   2018-04-12 2018-08-08
6. SALESFORCE COM INC   2009-07-02 2018-08-08
2. SHERWIN WILLIAMS CO   2018-01-24 2018-08-08
10. SMITH A O CORP   2018-07-17 2018-08-08
7. TJX COS INC   2017-03-13 2018-08-08
4. THERMO ELECTRON CORP   2018-07-12 2018-08-08
9. VISA INC CLASS A SHARES   2013-08-28 2018-08-08
13. ZOETIS INC   2017-05-19 2018-08-08
23. GENPACT LIMITED   2018-03-22 2018-08-08
3. DEXCOM INC   2016-09-04 2018-08-09
1. DEXCOM INC   2016-10-13 2018-08-13
3. DEXCOM INC   2016-10-14 2018-08-14
2. ADOBE SYS INCORP   2016-07-05 2018-08-16
1. FLEETCOR TECHNOLOGIES INC   2015-08-05 2018-08-16
4. SALESFORCE COM INC   2009-07-02 2018-08-16
3. SALESFORCE COM INC   2009-07-02 2018-08-16
2. ADOBE SYS INCORP   2016-04-15 2018-08-17
2. FLEETCOR TECHNOLOGIES INC   2015-07-30 2018-08-17
2. FLEETCOR TECHNOLOGIES INC   2015-09-18 2018-08-20
4. INTUIT INC.   2018-03-12 2018-08-20
2. ADOBE SYS INCORP   2016-04-28 2018-08-27
6. SALESFORCE COM INC   2009-07-02 2018-08-27
1. ALPHABET INC CL C   2018-02-08 2018-08-31
1. DEXCOM INC   2016-10-14 2018-09-18
4.00007 ALIBABA GROUP HOLDING LTD A D R   2018-07-16 2018-09-19
4.99993 ALIBABA GROUP HOLDING LTD A D R   2018-02-01 2018-09-19
1. AMPHENOL CORP - CL A   2010-07-15 2018-09-20
1. AMPHENOL CORP - CL A   2018-05-15 2018-09-20
9. GENPACT LIMITED   2018-05-11 2018-09-20
6. AMPHENOL CORP - CL A   2010-07-15 2018-09-21
2. DEXCOM INC   2016-10-14 2018-09-21
10. FACEBOOK INC CLASS A   2018-07-26 2018-09-21
5. SALESFORCE COM INC   2009-07-02 2018-09-21
6. GENPACT LIMITED   2018-05-14 2018-09-21
4. GENPACT LIMITED   2018-05-14 2018-09-21
2. AMPHENOL CORP - CL A   2010-07-15 2018-09-24
1. FLEETCOR TECHNOLOGIES INC   2015-09-18 2018-09-24
2. GENPACT LIMITED   2018-05-16 2018-09-24
4. AMPHENOL CORP - CL A   2010-07-15 2018-09-25
3. FACEBOOK INC CLASS A   2018-07-26 2018-09-25
2. FLEETCOR TECHNOLOGIES INC   2015-09-18 2018-09-25
2. GENPACT LIMITED   2018-05-16 2018-09-25
3. ALIBABA GROUP HOLDING LTD A D R   2018-03-26 2018-10-05
3. ALIBABA GROUP HOLDING LTD A D R   2018-03-26 2018-10-08
5. SMITH A O CORP   2018-06-26 2018-10-10
4. SMITH A O CORP   2017-03-09 2018-10-10
6. SMITH A O CORP   2018-07-18 2018-10-10
29. SMITH A O CORP   2016-12-19 2018-10-11
22. SMITH A O CORP   2016-12-20 2018-10-11
13. SMITH A O CORP   2016-12-16 2018-10-12
14. SMITH A O CORP   2016-12-21 2018-10-12
14. SMITH A O CORP   2016-12-22 2018-10-15
9. SMITH A O CORP   2017-01-06 2018-10-16
23. SMITH A O CORP   2017-01-06 2018-10-16
1. SMITH A O CORP   2016-12-28 2018-10-17
2. SMITH A O CORP   2016-12-28 2018-10-17
1. SMITH A O CORP   2016-12-28 2018-10-17
2. SMITH A O CORP   2016-12-29 2018-10-18
12. SMITH A O CORP   2017-01-09 2018-10-22
6. SMITH A O CORP   2017-01-09 2018-10-22
11. SMITH A O CORP   2017-02-02 2018-10-23
1. ADOBE SYS INCORP   2016-04-28 2018-10-26
1. ROPER INDUSTRIES INC NEW   2018-10-17 2018-10-26
2. ADOBE SYS INCORP   2016-04-28 2018-11-15
7. FACEBOOK INC CLASS A   2018-07-26 2018-11-15
1. DEXCOM INC   2016-10-14 2018-12-12
3. EDWARDS LIFESCIENCES CORP   2018-06-15 2018-12-12
3. EDWARDS LIFESCIENCES CORP   2018-06-15 2018-12-13
1. EDWARDS LIFESCIENCES CORP   2018-07-27 2018-12-14
1. ALIBABA GROUP HOLDING LTD A D R   2017-11-13 2018-12-18
4. ALIBABA GROUP HOLDING LTD A D R   2018-02-04 2018-12-18
3. COSTCO WHOLESALE CORPORATION   2009-07-02 2018-12-18
7. ZOETIS INC   2017-05-12 2018-12-18
1. FACEBOOK INC CLASS A   2018-03-27 2018-12-19
15. FACEBOOK INC CLASS A   2015-03-04 2018-12-19
76. FACEBOOK INC CLASS A   2015-03-13 2018-12-19
1. ZOETIS INC   2017-05-17 2018-12-19
2. ADOBE SYS INCORP   2016-04-28 2018-12-20
4. ALIBABA GROUP HOLDING LTD A D R   2017-11-19 2018-12-20
5. INTUIT INC.   2018-03-27 2018-12-26
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 94   28 66
b 284   84 200
c 159     159
d 568   169 399
e 635   304 331
1,105   525 580
342   292 50
1,373   673 700
1,298   291 1,007
1,020   232 788
476   124 352
253   249 4
10,000   7,366 2,634
575   135 440
192   166 26
898   253 645
454   722 -268
972   492 480
364   271 93
1,082   481 601
817   639 178
299   292 7
821   595 226
1,292   101 1,191
920   428 492
1,165   524 641
830   538 292
807   496 311
783   66 717
112   109 3
329   253 76
612   547 65
542   546 -4
1,063   1,007 56
1,229   437 792
656   578 78
228   200 28
407   180 227
238   197 41
3,240   2,084 1,156
2,650   1,671 979
1,211   743 468
688   351 337
847   515 332
847   515 332
1,511   773 738
329   283 46
571   543 28
1,143   453 690
167   141 26
286   113 173
799   317 482
1,143   453 690
1,426   567 859
568   227 341
999   480 519
1,165   699 466
1,177   156 1,021
1,426   291 1,135
928   211 717
488   124 364
451   431 20
11,844   8,108 3,736
6,156   5,926 230
749   781 -32
779   180 599
915   253 662
404   621 -217
693   351 342
504   361 143
769   321 448
969   401 568
212   159 53
631   477 154
834   802 32
664   476 188
851   67 784
806   367 439
959   942 17
1,125   716 409
1,049   594 455
908   76 832
603   606 -3
1,742   703 1,039
640   625 15
662   511 151
1,125   393 732
326   282 44
1,168   909 259
646   285 361
2,797   1,134 1,663
434   421 13
291   278 13
293   277 16
517   281 236
362   344 18
578   532 46
637   351 286
384   211 173
427   387 40
71   64 7
391   211 180
361   319 42
517   281 236
144   127 17
518   281 237
2,817   2,432 385
1,180   632 548
587   477 110
396   211 185
661   351 310
524   281 243
523   281 242
264   140 124
264   140 124
132   70 62
2,001   1,994 7
75,520   60,276 15,244
259   140 119
828   367 461
384   211 173
260   140 120
518   281 237
784   417 367
264   139 125
3,567   1,878 1,689
192   202 -10
576   453 123
662   287 375
370   84 286
443   191 252
557   127 430
889   380 509
186   42 144
15,000   10,681 4,319
10,000   7,437 2,563
65   50 15
92   21 71
65   50 15
552   127 425
736   262 474
200   159 41
3,127   467 2,660
202   159 43
202   159 43
6,302   5,357 945
3,698   3,830 -132
402   318 84
896   380 516
200   159 41
332   242 90
201   159 42
499   363 136
1,216   927 289
1,178   489 689
597   781 -184
4,143   6,100 -1,957
1,891   795 1,096
687   306 381
1,103   1,064 39
99   28 71
398   113 285
1,096   1,466 -370
1,084   1,446 -362
1,097   1,384 -287
615   169 446
540   674 -134
1,364   1,591 -227
99   88 11
200   172 28
494   417 77
479   387 92
729   666 63
346   82 264
962   67 895
946   66 880
1,569   371 1,198
176   41 135
350   82 268
1,417   330 1,087
709   165 544
529   124 405
353   82 271
1,618   371 1,247
180   41 139
3,655   582 3,073
900   206 694
217   154 63
362   82 280
651   462 189
181   41 140
179   41 138
180   41 139
658   462 196
438   308 130
885   206 679
40,134   41,615 -1,481
526   190 336
976   379 597
1,011   67 944
250   191 59
759   284 475
720   792 -72
1,240   1,095 145
947   882 65
404   412 -8
509   512 -3
2,078   2,110 -32
634   582 52
223   45 178
669   589 80
817   225 592
752   568 184
125   83 42
897   1,023 -126
435   308 127
81   71 10
811   508 303
1,048   887 161
1,038   67 971
675   305 370
1,035   441 594
897   535 362
949   972 -23
866   57 809
889   862 27
591   596 -5
694   546 148
941   846 95
1,262   393 869
1,205   781 424
697   739 -42
375   250 125
124   82 42
379   246 133
500   190 310
214   154 60
583   38 545
439   28 411
491   190 301
429   308 121
430   308 122
830   707 123
523   189 334
908   57 851
1,217   1,023 194
140   82 58
649   784 -135
811   1,031 -220
96   21 75
96   88 8
276   281 -5
574   127 447
279   164 115
1,634   1,738 -104
779   47 732
185   185  
123   123  
189   42 147
222   154 68
61   61  
376   84 292
495   521 -26
450   307 143
61   61  
462   568 -106
453   568 -115
246   300 -54
196   198 -2
294   359 -65
1,403   1,425 -22
1,071   1,071  
624   633 -9
671   681 -10
669   679 -10
435   433 2
1,116   1,097 19
48   48  
95   95  
48   48  
93   95 -2
546   571 -25
273   285 -12
497   521 -24
246   95 151
284   285 -1
478   189 289
1,004   1,120 -116
125   82 43
492   457 35
492   455 37
160   141 19
141   187 -46
564   770 -206
609   135 474
596   420 176
134   158 -24
2,017   1,192 825
10,152   5,990 4,162
86   60 26
431   189 242
538   736 -198
934   878 56
      42,627
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       66
b       200
c       159
d       399
e       331
      580
      50
      700
      1,007
      788
      352
      4
      2,634
      440
      26
      645
      -268
      480
      93
      601
      178
      7
      226
      1,191
      492
      641
      292
      311
      717
      3
      76
      65
      -4
      56
      792
      78
      28
      227
      41
      1,156
      979
      468
      337
      332
      332
      738
      46
      28
      690
      26
      173
      482
      690
      859
      341
      519
      466
      1,021
      1,135
      717
      364
      20
      3,736
      230
      -32
      599
      662
      -217
      342
      143
      448
      568
      53
      154
      32
      188
      784
      439
      17
      409
      455
      832
      -3
      1,039
      15
      151
      732
      44
      259
      361
      1,663
      13
      13
      16
      236
      18
      46
      286
      173
      40
      7
      180
      42
      236
      17
      237
      385
      548
      110
      185
      310
      243
      242
      124
      124
      62
      7
      15,244
      119
      461
      173
      120
      237
      367
      125
      1,689
      -10
      123
      375
      286
      252
      430
      509
      144
      4,319
      2,563
      15
      71
      15
      425
      474
      41
      2,660
      43
      43
      945
      -132
      84
      516
      41
      90
      42
      136
      289
      689
      -184
      -1,957
      1,096
      381
      39
      71
      285
      -370
      -362
      -287
      446
      -134
      -227
      11
      28
      77
      92
      63
      264
      895
      880
      1,198
      135
      268
      1,087
      544
      405
      271
      1,247
      139
      3,073
      694
      63
      280
      189
      140
      138
      139
      196
      130
      679
      -1,481
      336
      597
      944
      59
      475
      -72
      145
      65
      -8
      -3
      -32
      52
      178
      80
      592
      184
      42
      -126
      127
      10
      303
      161
      971
      370
      594
      362
      -23
      809
      27
      -5
      148
      95
      869
      424
      -42
      125
      42
      133
      310
      60
      545
      411
      301
      121
      122
      123
      334
      851
      194
      58
      -135
      -220
      75
      8
      -5
      447
      115
      -104
      732
       
       
      147
      68
       
      292
      -26
      143
       
      -106
      -115
      -54
      -2
      -65
      -22
       
      -9
      -10
      -10
      2
      19
       
       
       
      -2
      -25
      -12
      -24
      151
      -1
      289
      -116
      43
      35
      37
      19
      -46
      -206
      474
      176
      -24
      825
      4,162
      26
      242
      -198
      56
       
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 2 152,038
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 189,268 1,683,144 0.112449
2016 174,500 1,654,678 0.105459
2015 157,000 1,824,607 0.086046
2014 169,000 1,939,367 0.087142
2013 282,000 1,894,164 0.148878
2
Total of line 1, column (d) .....................
2
0.539974
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
0.107995
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,707,498
5
Multiply line 4 by line 3......................
5
184,401
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,657
7
Add lines 5 and 6........................
7
186,058
8
Enter qualifying distributions from Part XII, line 4,.............
8
127,000
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 3,314
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 3,314
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 3,314
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,156
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,472
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,628
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 3,314
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet3,314 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)
    bulletMD
    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 ofbulletANNE H BARTLETT Telephone no.bullet (410) 537-5404

    Located atbullet901 S BOND STREET SUITE 400BALTIMOREMD ZIP+4bullet21231
    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
     
     
    ........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
    H TURNEY MCKNIGHT PRESIDENT
    2     		0    
    P O BOX 419
    HAVRE DE GRACE,MD210789998
    SUMNER T MCKNIGHT VICE PRESIDENT
    2     		0    
    602 SOUTH MAIN STREET SUITE 4
    CULPEPPER,VA22701
    ANNE H BARTLETT DIRECTOR
    2     		0    
    901 S BOND STREET
    BALTIMORE,MD21231
    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
    1,694,029
    b
    Average of monthly cash balances.......................
    1b
    39,472
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,733,501
    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
    1,733,501
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    26,003
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,707,498
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    85,375
    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
    85,375
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,314
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,314
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    82,061
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    82,061
    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
    82,061
    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
    127,000
    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
    127,000
    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
    127,000
    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 82,061
    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...... 194,790
    b From 2014...... 76,643
    c From 2015...... 68,606
    d From 2016...... 92,763
    e From 2017...... 107,219
    fTotal of lines 3a through e........ 540,021
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 127,000
    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..... 82,061
    e Remaining amount distributed out of corpus 44,939
    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 5 584,960
    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) ...     		194,790
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		390,170
    10 Analysis of line 9:
    a Excess from 2014.... 76,643
    b Excess from 2015.... 68,606
    c Excess from 2016.... 92,763
    d Excess from 2017.... 107,219
    e Excess from 2018.... 44,939
    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
    GETTYSBURG MUSEUM FOUNDATION
    1195 BALTIMORE PIKE 100
    GETTYSBURG,PA173257034     		NONE PC GENERAL 25,000
    HARFORD LAND TRUST INC
    PO BOX 385
    CHURCHVILLE,MD21028     		NONE PC GENERAL 20,000
    COLORADO 500 CHARITY FUND
    2561 FRYING PAN ROAD
    BASALT,CO81621     		NONE PC GENERAL 10,000
    CHESAPEAKE CONSERVANCY
    410 SEVERN AVENUE SUITE 405
    ANNAPOLIS,MD21403     		NONE PC GENERAL 25,000
    CULPEPER ROTARY CLUB
    PO BOX 2146
    CULPEPER,VA22701     		NONE PC GENERAL 2,000
    JOHNS HOPKINS UNIVERSITY
    3910 KESWICK ROAD NO N4327B
    BALTIMORE,MD21211     		NONE PC GENERAL 5,000
    BAY JOURNAL MEDIA
    619 OAKWOOD DR
    SEVEN VALLEYS,PA17360     		NONE PC GENERAL 25,000
    UPSTREAM ALLIANCE
    1867 LINDAMOOR DRIVE
    ANNAPOLIS,MD21401     		NONE PC GENERAL 15,000
    Total .................................bullet 3a 127,000
    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 23,865  
    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 ............     		    18 152,038  
    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)..   175,903  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    175,903
    (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:
    SUMNER T MCKNIGHT FOUNDATION
    EIN:
    41-6022360
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME MUTUAL FUNDS 352,999 332,092

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    SUMNER T MCKNIGHT FOUNDATION
    EIN:
    41-6022360
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 239,733 435,960
    FOREIGN STOCK 26,542 28,311
    EQUITY MUTUAL FUNDS 676,377 705,596

    TY 2018 OtherAssetsSchedule
    Name:
    SUMNER T MCKNIGHT FOUNDATION
    EIN:
    41-6022360
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    NATURE CONSERVANCY 30,109 30,109 30,109


    TY 2018 OtherDecreasesSchedule
    Name:
    SUMNER T MCKNIGHT FOUNDATION
    EIN:
    41-6022360
    Description Amount
    GAINS NOT ON BOOKS 18


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    SUMNER T MCKNIGHT FOUNDATION
    EIN:
    41-6022360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 2 2    
    INVESTMENT FEES-PRIN 9,620 9,620    


    TY 2018 TaxesSchedule
    Name:
    SUMNER T MCKNIGHT FOUNDATION
    EIN:
    41-6022360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3 3   0
    FEDERAL EXCISE TAX 3,264 0   0
    FOREIGN TAXES ON QUALIFIED FOR 557 557   0
    FOREIGN TAXES ON NONQUALIFIED 38 38   0