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
WILLIAM THOMAS DAWSON FAMILY
CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 830
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GADSDEN, AL359020830
A Employer identification number

72-1345502
B Telephone number (see instructions)

(256) 547-2566
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$924,989J 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) 130,555
2 Check bullet.............
3 Interest on savings and temporary cash investments 355 355  
4 Dividends and interest from securities... 15,620 15,620  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 45,817
b Gross sales price for all assets on line 6a 482,632
7 Capital gain net income (from Part IV, line 2)... 45,817
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 192,347 61,792  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 860 860    
c Other professional fees (attach schedule).... Click to see attachment 5,605 5,605    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,888 1,888    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,353 8,353   0
25 Contributions, gifts, grants paid....... 2,850 2,850
26 Total expenses and disbursements. Add lines 24 and 25 11,203 8,353   2,850
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 181,144
b Net investment income (if negative, enter -0-) 53,439
c Adjusted net income (if negative, enter -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............. 70,560 174,050 174,050
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 679,661 Click to see attachment757,315 750,939
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 750,221 931,365 924,989
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........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 750,221 931,365
30 Total net assets or fund balances (see instructions)..... 750,221 931,365
31 Total liabilities and net assets/fund balances (see instructions). 750,221 931,365
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
750,221
2
Enter amount from Part I, line 27a .....................
2
181,144
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
931,365
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
931,365
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 35 SHS ANALOG DEVICES INC P 2018-03-26 2018-11-09
b 20 SHS AT&T INC P 2018-01-04 2018-04-30
c 10 SHS CARTERS' INC P 2017-12-14 2018-01-30
d 10 SHS KELLOGG CO P 2017-05-19 2018-01-12
e 5 SHS LOWES COMPANIES INC P 2018-03-16 2018-08-02
30 SHS SENSIENT TECHNOLOGIES CORP P 2018-02-01 2018-10-19
10 SHS SENSIENT TECHNOLOGIES CORP P 2018-02-08 2018-10-25
10 SHS UNITED PARCEL SVC INC P 2017-02-10 2018-02-06
10 SHS WABTEC CORP P 2017-10-03 2018-08-13
95 SHS CISCO SYSTEMS INC P 2015-08-20 2018-05-16
10 SHS CROWN HOLDINGS INC P 2017-01-12 2018-01-09
110 SHS EBAY INC P 2016-01-28 2018-01-24
65 SHS MEDTRONIC PLC P 2017-01-06 2018-08-20
80 SHS MOLSON COORS BREWING CO P 2016-01-27 2018-04-20
20 SHS MOLSON COORS BREWING CO P 2017-06-12 2018-12-26
15 SHS MOTOROLA SOLUTIONS INC P 2016-09-08 2018-07-02
10 SHS SKYWORKS SOLUTIONS INC P 2016-05-13 2018-03-29
10 SHS ANALOG DEVICES INC P 2018-03-26 2018-11-09
7 SHS AUTOZONE INC P 2017-07-28 2018-05-22
90 SHS CROWN HOLDINGS INC P 2017-12-14 2018-01-09
30 SHS KELLOGG CO P 2017-05-19 2018-01-16
5 SHS LOWES COMPANIES INC P 2018-03-16 2018-08-02
10 SHS SENSIENT TECHNOLOGIES CORP P 2018-01-24 2018-10-19
20 SHS STEEL DYNAMICS INC P 2017-10-03 2018-03-05
30 SHS UNITED PARCEL SVC INC P 2017-02-14 2018-02-06
10 SHS WABTEC CORP P 2017-09-27 2018-08-13
65 SHS COCA COLA COMPANY P 2016-11-14 2018-11-13
17 SHS CROWN HOLDINGS INC P 2016-09-16 2018-01-09
70 SHS EBAY INC P 2016-01-28 2018-01-25
100 SHS MEDTRONIC PLC P 2017-01-09 2018-08-20
20 SHS MOLSON COORS BREWING CO P 2015-07-29 2018-04-20
10 SHS MOTOROLA SOLUTIONS INC P 2016-08-30 2018-02-16
20 SHS MOTOROLA SOLUTIONS INC P 2016-09-08 2018-07-02
10 SHS SKYWORKS SOLUTIONS INC P 2016-05-19 2018-04-04
200 SHS AT&T INC P 2017-12-06 2018-04-26
5 SHS AUTOZONE INC P 2017-12-14 2018-10-23
50 SHS CROWN HOLDINGS INC P 2017-12-14 2018-01-09
20 SHS KELLOGG CO P 2017-09-06 2018-01-17
10 SHS LOWES COMPANIES INC P 2018-03-16 2018-08-02
10 SHS SENSIENT TECHNOLOGIES CORP P 2018-01-19 2018-10-19
10 SHS STEEL DYNAMICS INC P 2017-10-03 2018-03-06
60 SHS UNITED PARCEL SVC INC P 2017-02-10 2018-02-06
10 SHS WABTEC CORP P 2017-09-20 2018-08-13
70 SHS COCA COLA COMPANY P 2016-11-14 2018-11-13
50 SHS CROWN HOLDINGS INC P 2016-10-24 2018-01-09
40 SHS EBAY INC P 2016-01-28 2018-01-26
5 SHS MEDTRONIC PLC P 2017-01-11 2018-10-05
50 SHS MOLSON COORS BREWING CO P 2015-07-29 2018-04-20
10 SHS MOTOROLA SOLUTIONS INC P 2016-08-30 2018-02-23
0.5 SHS PERSPECTA INC P 2017-04-19 2018-05-31
5 SHS SKYWORKS SOLUTIONS INC P 2016-05-23 2018-04-20
90 SHS AT&T INC P 2017-12-05 2018-04-26
5 SHS AUTOZONE INC P 2018-05-09 2018-10-23
50 SHS CROWN HOLDINGS INC P 2017-01-12 2018-01-09
10 SHS KELLOGG CO P 2017-09-08 2018-01-17
25 SHS LOWES COMPANIES INC P 2018-03-19 2018-08-02
10 SHS SENSIENT TECHNOLOGIES CORP P 2018-01-17 2018-10-19
50 SHS STEEL DYNAMICS INC P 2017-10-03 2018-03-06
40 SHS UNITED PARCEL SVC INC P 2017-02-14 2018-02-07
10 SHS WABTEC CORP P 2017-09-15 2018-08-13
75 SHS COCA COLA COMPANY P 2016-11-14 2018-11-13
15 SHS DXC TECHNOLOGY COMPANY P 2017-04-19 2018-04-20
10 SHS EBAY INC P 2016-01-28 2018-03-28
35 SHS MEDTRONIC PLC P 2017-01-10 2018-10-05
25 SHS MOLSON COORS BREWING CO P 2017-04-05 2018-08-09
20 SHS MOTOROLA SOLUTIONS INC P 2016-08-30 2018-02-23
2 SHS PERSPECTA INC P 2017-04-25 2018-06-27
80 SHS SKYWORKS SOLUTIONS INC P 2016-05-19 2018-04-20
90 SHS AT&T INC P 2017-12-11 2018-04-26
10 SHS AUTOZONE INC P 2019-05-08 2018-10-23
10 SHS DXC TECHNOLOGY COMPANY P 2017-04-12 2018-03-26
10 SHS KELLOGG CO P 2017-09-08 2018-01-17
30 SHS LOWES COMPANIES INC P 2018-03-19 2018-08-02
10 SHS SENSIENT TECHNOLOGIES CORP P 2018-01-16 2018-10-19
10 SHS STEEL DYNAMICS INC P 2017-10-03 2018-03-07
40 SHS UNITED PARCEL SVC INC P 2017-02-14 2018-02-09
4 SHS ALPHABET INC P 2016-06-17 2018-03-16
0.664 SHS CORECIVIC INC. P 2013-05-21 2018-07-06
65 SHS DXC TECHNOLOGY COMPANY P 2017-04-13 2018-04-20
200 SHS EBAY INC P 2016-01-28 2018-03-28
10 SHS MOLSON COORS BREWING CO P 2015-06-16 2018-03-20
20 SHS MOLSON COORS BREWING CO P 2016-11-10 2018-08-09
20 SHS MOTOROLA SOLUTIONS INC P 2016-08-30 2018-02-26
3 SHS PERSPECTA INC P 2017-04-25 2018-06-27
50 SHS STEEL DYNAMICS INC P 2017-12-14 2018-12-26
80 SHS AT&T INC P 2017-12-05 2018-04-26
10 SHS CARTERS' INC P 2017-06-26 2018-01-08
20 SHS DXC TECHNOLOGY COMPANY P 2017-04-12 2018-03-26
10 SHS KELLOGG CO P 2017-09-07 2018-01-17
30 SHS LOWES COMPANIES INC P 2018-03-16 2018-08-02
10 SHS SENSIENT TECHNOLOGIES CORP P 2018-02-05 2018-10-19
20 SHS STEEL DYNAMICS INC P 2017-10-03 2018-03-07
30 SHS UNITED PARCEL SVC INC P 2017-02-14 2018-02-12
2 SHS ALPHABET INC P 2016-06-22 2018-03-26
20 SHS CROWN HOLDINGS INC P 2016-05-17 2018-01-02
15 SHS DXC TECHNOLOGY COMPANY P 2017-04-19 2018-09-07
110 SHS EBAY INC P 2016-01-28 2018-03-29
10 SHS MOLSON COORS BREWING CO P 2015-06-16 2018-03-20
20 SHS MOLSON COORS BREWING CO P 2016-01-27 2018-08-09
15 SHS MOTOROLA SOLUTIONS INC P 2016-08-30 2018-02-27
5 SHS PERSPECTA INC P 2017-04-26 2018-06-27
80 SHS STEEL DYNAMICS INC P 2017-10-09 2018-12-26
50 SHS AT&T INC P 2017-12-07 2018-04-26
10 SHS CARTERS' INC P 2017-06-26 2018-01-11
30 SHS DXC TECHNOLOGY COMPANY P 2017-04-12 2018-03-26
10 SHS KELLOGG CO P 2017-05-19 2018-01-17
10 SHS LOWES COMPANIES INC P 2018-03-20 2018-10-03
10 SHS SENSIENT TECHNOLOGIES CORP P 2018-02-06 2018-10-19
10 SHS STEEL DYNAMICS INC P 2017-10-03 2018-03-08
10 SHS UNITED PARCEL SVC INC P 2017-04-06 2018-02-16
6 SHS ALPHABET INC P 2016-06-17 2018-03-26
10 SHS CROWN HOLDINGS INC P 2016-05-17 2018-01-03
60 SHS DXC TECHNOLOGY COMPANY P 2017-04-19 2018-09-07
30 SHS EBAY INC P 2016-01-28 2018-04-12
10 SHS MOLSON COORS BREWING CO P 2015-06-16 2018-03-21
10 SHS MOLSON COORS BREWING CO P 2016-09-16 2018-08-09
10 SHS MOTOROLA SOLUTIONS INC P 2016-09-01 2018-03-26
17.5 SHS PERSPECTA INC P 2017-05-30 2018-06-27
50 SHS STEEL DYNAMICS INC P 2017-10-03 2018-12-26
30 SHS AT&T INC P 2017-12-05 2018-04-26
10 SHS CARTERS' INC P 2017-06-26 2018-01-12
10 SHS DXC TECHNOLOGY COMPANY P 2017-04-13 2018-03-27
10 SHS KENNAMETAL INC P 2018-01-24 2018-04-13
25 SHS LOWES COMPANIES INC P 2018-03-19 2018-10-03
10 SHS SENSIENT TECHNOLOGIES CORP P 2018-02-06 2018-10-19
10 SHS STEEL DYNAMICS INC P 2017-10-03 2018-03-12
50 SHS UNITED PARCEL SVC INC P 2017-04-06 2018-02-21
2 SHS AUTOZONE INC P 2017-08-02 2018-09-13
10 SHS CROWN HOLDINGS INC P 2016-05-19 2018-01-03
5 SHS DXC TECHNOLOGY COMPANY P 2017-04-25 2018-09-19
100 SHS EBAY INC P 2016-01-28 2018-04-12
10 SHS MOLSON COORS BREWING CO P 2015-06-16 2018-03-22
15 SHS MOLSON COORS BREWING CO P 2016-01-28 2018-08-09
10 SHS MOTOROLA SOLUTIONS INC P 2016-09-01 2018-03-26
12.5 SHS PERSPECTA INC P 2017-04-26 2018-06-27
30 SHS STEEL DYNAMICS INC P 2017-10-05 2018-12-26
180 SHS AT&T INC P 2017-12-20 2018-04-27
10 SHS CARTERS' INC P 2017-07-10 2018-01-18
25 SHS DXC TECHNOLOGY COMPANY P 2017-04-13 2018-03-29
10 SHS KENNAMETAL INC P 2018-01-25 2018-04-13
25 SHS PERSPECTA INC P 2017-12-14 2018-06-27
30 SHS SENSIENT TECHNOLOGIES CORP P 2018-02-27 2018-10-25
10 SHS STEEL DYNAMICS INC P 2017-10-03 2018-04-13
5 SHS UNITED PARCEL SVC INC P 2017-07-28 2018-02-21
3 SHS AUTOZONE INC P 2017-07-28 2018-09-13
20 SHS CROWN HOLDINGS INC P 2016-06-07 2018-01-05
100 SHS DXC TECHNOLOGY COMPANY P 2017-04-24 2018-09-19
40 SHS EBAY INC P 2016-02-10 2018-04-13
5 SHS MOLSON COORS BREWING CO P 2015-06-18 2018-03-23
50 SHS MOLSON COORS BREWING CO P 2017-05-03 2018-10-03
10 SHS MOTOROLA SOLUTIONS INC P 2016-09-01 2018-03-26
7.5 SHS PERSPECTA INC P 2017-04-19 2018-06-27
10 SHS STEEL DYNAMICS INC P 2017-12-18 2018-12-26
80 SHS AT&T INC P 2017-12-14 2018-04-27
10 SHS CARTERS' INC P 2017-07-11 2018-01-19
5 SHS DXC TECHNOLOGY COMPANY P 2017-12-14 2018-10-16
10 SHS KENNAMETAL INC P 2018-01-25 2018-04-16
20 SHS PERSPECTA INC P 2018-05-25 2018-06-27
20 SHS SENSIENT TECHNOLOGIES CORP P 2018-02-28 2018-10-25
10 SHS STEEL DYNAMICS INC P 2017-10-03 2018-04-13
40 SHS UNITED PARCEL SVC INC P 2017-04-11 2018-02-21
8 SHS AUTOZONE INC P 2017-08-02 2018-10-23
70 SHS CROWN HOLDINGS INC P 2016-05-19 2018-01-05
10 SHS DXC TECHNOLOGY COMPANY P 2017-04-26 2018-10-16
60 SHS EBAY INC P 2016-06-28 2018-12-21
5 SHS MOLSON COORS BREWING CO P 2015-06-16 2018-03-23
15 SHS MOLSON COORS BREWING CO P 2017-05-04 2018-10-03
10 SHS MOTOROLA SOLUTIONS INC P 2016-09-01 2018-03-27
10 SHS PERSPECTA INC P 2017-04-25 2018-06-27
40 SHS UNITED PARCEL SVC INC P 2017-02-14 2018-02-16
50 SHS AT&T INC P 2017-12-11 2018-04-27
10 SHS CARTERS' INC P 2017-07-11 2018-01-19
45 SHS DXC TECHNOLOGY COMPANY P 2017-12-14 2018-11-13
10 SHS KENNAMETAL INC P 2018-01-30 2018-04-16
45 SHS SCHLUMBERGER LTD P 2017-10-20 2018-04-13
20 SHS SENSIENT TECHNOLOGIES CORP P 2018-02-16 2018-10-25
20 SHS STEEL DYNAMICS INC P 2017-10-03 2018-04-16
30 SHS UNITED PARCEL SVC INC P 2017-12-14 2018-03-05
8 SHS AUTOZONE INC P 2017-08-17 2018-10-23
2 SHS CROWN HOLDINGS INC P 2016-06-09 2018-01-08
10 SHS DXC TECHNOLOGY COMPANY P 2017-04-25 2018-10-16
70 SHS EBAY INC P 2016-02-10 2018-12-21
10 SHS MOLSON COORS BREWING CO P 2015-06-16 2018-03-23
10 SHS MOLSON COORS BREWING CO P 2017-05-03 2018-10-03
10 SHS MOTOROLA SOLUTIONS INC P 2016-09-01 2018-04-23
29.5 SHS PERSPECTA INC P 2017-04-19 2018-06-27
95 SHS AT&T INC P 2018-02-02 2018-04-30
10 SHS CARTERS' INC P 2017-07-13 2018-01-23
27 SHS DXC TECHNOLOGY COMPANY P 2018-05-25 2018-11-13
20 SHS KENNAMETAL INC P 2018-01-30 2018-04-17
15 SHS SCHLUMBERGER LTD P 2017-10-20 2018-07-02
20 SHS SENSIENT TECHNOLOGIES CORP P 2018-02-12 2018-10-25
20 SHS STEEL DYNAMICS INC P 2017-10-03 2018-04-17
20 SHS UNITED PARCEL SVC INC P 2017-07-28 2018-03-05
45 SHS CISCO SYSTEMS INC P 2015-08-20 2018-03-16
13 SHS CROWN HOLDINGS INC P 2016-06-09 2018-01-08
15 SHS DXC TECHNOLOGY COMPANY P 2017-04-25 2018-10-16
100 SHS EBAY INC P 2016-06-27 2018-12-21
5 SHS MOLSON COORS BREWING CO P 2015-07-29 2018-03-28
5 SHS MOLSON COORS BREWING CO P 2017-04-05 2018-10-03
10 SHS MOTOROLA SOLUTIONS INC P 2016-09-01 2018-04-24
50 SHS PERSPECTA INC P 2017-04-24 2018-06-27
85 SHS AT&T INC P 2018-01-04 2018-04-30
10 SHS CARTERS' INC P 2017-07-12 2018-01-23
105 SHS DXC TECHNOLOGY COMPANY P 2018-06-28 2018-11-21
10 SHS KENNAMETAL INC P 2018-02-01 2018-04-18
30 SHS SCHLUMBERGER LTD P 2017-12-14 2018-07-02
10 SHS SENSIENT TECHNOLOGIES CORP P 2018-02-27 2018-10-25
80 SHS STEEL DYNAMICS INC P 2018-01-24 2018-12-26
10 SHS UNITED PARCEL SVC INC P 2017-07-28 2018-03-05
35 SHS CISCO SYSTEMS INC P 2014-03-12 2018-03-16
18 SHS CROWN HOLDINGS INC P 2016-09-16 2018-01-08
25 SHS DXC TECHNOLOGY COMPANY P 2017-04-26 2018-10-16
100 SHS EBAY INC P 2016-02-10 2018-12-21
25 SHS MOLSON COORS BREWING CO P 2015-06-18 2018-03-28
34 SHS MOLSON COORS BREWING CO P 2017-06-14 2018-12-26
10 SHS MOTOROLA SOLUTIONS INC P 2016-09-01 2018-04-24
20 SHS SKYWORKS SOLUTIONS INC P 2016-05-13 2018-03-26
35 SHS AT&T INC P 2018-01-04 2018-04-30
10 SHS CARTERS' INC P 2017-07-12 2018-01-23
13 SHS DXC TECHNOLOGY COMPANY P 2018-05-25 2018-11-21
20 SHS KENNAMETAL INC P 2018-02-02 2018-04-20
30 SHS SCHLUMBERGER LTD P 2017-10-20 2018-07-02
20 SHS SENSIENT TECHNOLOGIES CORP P 2018-02-09 2018-10-25
60 SHS STEEL DYNAMICS INC P 2018-01-25 2018-12-27
20 SHS UNITED PARCEL SVC INC P 2017-12-14 2018-03-06
100 SHS CISCO SYSTEMS INC P 2018-08-20 2018-03-16
80 SHS CROWN HOLDINGS INC P 2016-06-07 2018-01-08
35 SHS DXC TECHNOLOGY COMPANY P 2017-05-30 2018-10-16
30 SHS MEDTRONIC PLC P 2017-01-10 2018-08-20
20 SHS MOLSON COORS BREWING CO P 2015-07-29 2018-03-28
26 SHS MOLSON COORS BREWING CO P 2017-06-12 2018-12-26
10 SHS MOTOROLA SOLUTIONS INC P 2016-09-08 2018-04-27
10 SHS SKYWORKS SOLUTIONS INC P 2016-05-13 2018-03-28
25 SHS AT&T INC P 2017-12-20 2018-04-30
10 SHS CARTERS' INC P 2017-12-14 2018-01-26
30 SHS KELLOGG CO P 2017-05-19 2018-01-11
50 SHS LOWES COMPANIES INC P 2018-03-16 2018-04-13
100 SHS SCHLUMBERGER LTD P 2017-10-20 2018-07-02
10 SHS SENSIENT TECHNOLOGIES CORP P 2018-02-13 2018-10-25
20 SHS STEEL DYNAMICS INC P 2018-01-26 2018-12-27
5 SHS WABTEC CORP P 2017-10-11 2018-08-13
5 SHS CISCO SYSTEMS INC P 2016-01-20 2018-05-16
10 SHS CROWN HOLDINGS INC P 2017-01-12 2018-01-09
20 SHS EBAY INC P 2016-01-28 2018-01-24
35 SHS MEDTRONIC PLC P 2017-01-10 2018-08-20
10 SHS MOLSON COORS BREWING CO P 2015-07-29 2018-03-29
20 SHS MOLSON COORS BREWING CO P 2017-05-04 2018-12-26
30 SHS MOTOROLA SOLUTIONS INC P 2016-09-01 2018-04-24
10 SHS SKYWORKS SOLUTIONS INC P 2016-05-19 2018-03-29
(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 3,075   3,204 -129
b 658   762 -104
c 1,195   1,130 65
d 650   708 -58
e 485   436 49
2,056   2,156 -100
630   691 -61
1,137   1,075 62
1,122   764 358
4,308   2,581 1,727
569   547 22
4,398   2,535 1,863
5,880   4,726 1,154
5,730   7,075 -1,345
1,096   1,760 -664
1,738   1,163 575
1,004   615 389
879   931 -52
4,248   3,687 561
5,065   5,144 -79
1,978   2,123 -145
487   436 51
685   738 -53
958   698 260
3,412   3,258 154
1,122   752 370
3,233   2,673 560
967   911 56
2,808   1,613 1,195
9,045   7,384 1,661
1,432   1,395 37
1,064   774 290
2,317   1,559 758
982   625 357
6,624   7,235 -611
3,647   3,493 154
2,814   2,868 -54
1,337   1,492 -155
974   877 97
685   733 -48
470   349 121
6,764   6,449 315
1,122   751 371
3,481   2,862 619
2,845   2,746 99
1,619   922 697
483   372 111
3,581   3,487 94
1,065   774 291
11   10 1
456   332 124
2,986   3,317 -331
3,647   3,248 399
2,814   2,710 104
669   779 -110
2,436   2,144 292
685   731 -46
2,342   1,745 597
4,498   4,343 155
1,122   718 404
3,730   3,078 652
1,562   1,125 437
406   230 176
3,384   2,623 761
1,671   2,392 -721
2,132   1,549 583
41   39 2
7,288   4,996 2,292
2,981   3,305 -324
7,294   6,533 761
1,038   762 276
669   756 -87
2,923   2,618 305
685   721 -36
478   349 129
4,198   4,343 -145
4,558   2,821 1,737
16   25 -9
6,770   4,982 1,788
8,075   4,610 3,465
771   724 47
1,337   1,989 -652
2,136   1,549 587
63   59 4
1,461   2,044 -583
2,650   2,949 -299
1,174   890 284
2,075   1,526 549
669   753 -84
2,923   2,608 315
685   702 -17
952   698 254
3,189   3,258 -69
2,058   1,422 636
1,140   1,073 67
1,353   979 374
4,440   2,535 1,905
773   724 49
1,337   1,769 -432
1,599   1,162 437
102   98 4
2,337   2,846 -509
1,656   1,814 -158
1,185   887 298
3,113   2,262 851
669   708 -39
1,130   857 273
685   686 -1
460   349 111
1,068   1,067 1
6,173   4,232 1,941
570   537 33
5,414   3,928 1,486
1,211   691 520
763   724 39
669   1,029 -360
1,055   765 290
358   352 6
1,461   1,745 -284
993   1,106 -113
1,186   887 299
1,036   766 270
403   403  
2,826   2,144 682
685   680 5
467   349 118
5,307   5,334 -27
1,517   1,094 423
568   527 41
466   330 136
4,047   2,305 1,742
752   724 28
1,003   1,327 -324
1,055   765 290
256   245 11
877   1,078 -201
5,987   6,967 -980
1,193   861 332
2,524   1,916 608
402   402  
511   615 -104
1,889   2,205 -316
446   349 97
531   546 -15
2,275   1,580 695
1,141   1,077 64
9,318   6,603 2,715
1,628   898 730
369   370 -1
3,121   4,532 -1,411
1,058   765 293
156   146 10
292   405 -113
2,661   3,031 -370
1,204   855 349
448   413 35
404   404  
409   492 -83
1,260   1,457 -197
446   349 97
4,246   4,222 24
5,835   4,376 1,459
3,992   3,689 303
896   661 235
1,630   1,379 251
369   362 7
936   1,372 -436
1,063   765 298
208   196 12
4,271   4,343 -72
1,663   1,836 -173
1,204   854 350
2,800   3,721 -921
404   404  
3,043   2,796 247
1,260   1,452 -192
898   698 200
3,172   3,529 -357
5,835   4,126 1,709
114   108 6
896   660 236
1,901   1,572 329
731   724 7
624   899 -275
1,099   765 334
615   574 41
3,126   3,655 -529
1,203   871 332
1,680   2,236 -556
815   815  
980   932 48
1,260   1,391 -131
923   698 225
2,103   2,185 -82
2,035   1,223 812
742   701 41
1,344   991 353
2,716   2,265 451
380   349 31
312   478 -166
1,102   765 337
1,042   981 61
2,797   3,230 -433
1,193   860 333
6,224   8,389 -2,165
412   412  
1,960   1,894 66
630   730 -100
2,337   3,750 -1,413
1,057   1,093 -36
1,582   760 822
1,026   964 62
2,240   1,651 589
2,716   2,243 473
1,900   1,848 52
1,864   3,031 -1,167
1,110   765 345
2,083   1,231 852
1,148   1,330 -182
1,203   860 343
771   1,076 -305
795   795  
1,960   1,861 99
1,260   1,338 -78
1,768   2,787 -1,019
2,146   2,353 -207
4,522   2,717 1,805
4,563   4,309 254
3,136   2,366 770
2,705   2,248 457
1,515   1,395 120
1,425   2,287 -862
1,098   775 323
998   615 383
820   968 -148
1,205   1,130 75
1,993   2,123 -130
4,313   4,313  
6,534   6,228 306
630   694 -64
589   945 -356
561   376 185
227   113 114
563   547 16
799   461 338
3,166   2,623 543
757   697 60
1,096   1,829 -733
3,293   2,296 997
1,004   625 379
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       -129
b       -104
c       65
d       -58
e       49
      -100
      -61
      62
      358
      1,727
      22
      1,863
      1,154
      -1,345
      -664
      575
      389
      -52
      561
      -79
      -145
      51
      -53
      260
      154
      370
      560
      56
      1,195
      1,661
      37
      290
      758
      357
      -611
      154
      -54
      -155
      97
      -48
      121
      315
      371
      619
      99
      697
      111
      94
      291
      1
      124
      -331
      399
      104
      -110
      292
      -46
      597
      155
      404
      652
      437
      176
      761
      -721
      583
      2
      2,292
      -324
      761
      276
      -87
      305
      -36
      129
      -145
      1,737
      -9
      1,788
      3,465
      47
      -652
      587
      4
      -583
      -299
      284
      549
      -84
      315
      -17
      254
      -69
      636
      67
      374
      1,905
      49
      -432
      437
      4
      -509
      -158
      298
      851
      -39
      273
      -1
      111
      1
      1,941
      33
      1,486
      520
      39
      -360
      290
      6
      -284
      -113
      299
      270
       
      682
      5
      118
      -27
      423
      41
      136
      1,742
      28
      -324
      290
      11
      -201
      -980
      332
      608
       
      -104
      -316
      97
      -15
      695
      64
      2,715
      730
      -1
      -1,411
      293
      10
      -113
      -370
      349
      35
       
      -83
      -197
      97
      24
      1,459
      303
      235
      251
      7
      -436
      298
      12
      -72
      -173
      350
      -921
       
      247
      -192
      200
      -357
      1,709
      6
      236
      329
      7
      -275
      334
      41
      -529
      332
      -556
       
      48
      -131
      225
      -82
      812
      41
      353
      451
      31
      -166
      337
      61
      -433
      333
      -2,165
       
      66
      -100
      -1,413
      -36
      822
      62
      589
      473
      52
      -1,167
      345
      852
      -182
      343
      -305
       
      99
      -78
      -1,019
      -207
      1,805
      254
      770
      457
      120
      -862
      323
      383
      -148
      75
      -130
       
      306
      -64
      -356
      185
      114
      16
      338
      543
      60
      -733
      997
      379
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 45,817
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 1,737
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 35,000 769,667 0.045474
2016 334,476 772,602 0.432921
2015 37,500 864,342 0.043386
2014 329,063 796,884 0.412937
2013 24,000 766,427 0.031314
2
Total of line 1, column (d) .....................
2
0.966032
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
0.193206
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
873,839
5
Multiply line 4 by line 3......................
5
168,831
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
534
7
Add lines 5 and 6........................
7
169,365
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,850
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 1,069
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,069
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,069
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,200
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 8
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 123
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet123 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
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)
    bulletAL
    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 addressbulletN/A
    14
    The books are in care ofbulletDENISE MCCULLARS Telephone no.bullet (256) 547-2566

    Located atbullet350 LOCUST STREETGADSDENAL ZIP+4bullet35901
    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
     
     
    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
    JUDY K DAWSON TRUSTEE
    0.25     		0 0 0
    350 LOCUST STREET
    GADSDEN,AL35901
    PAIGE LIVESAY DIRECTOR
    0.25     		0 0 0
    350 LOCUST STREET
    GADSDEN,AL35901
    DENISE MCCULLARS DIRECTOR
    1.00     		0 0 0
    350 LOCUST STREET
    GADSDEN,AL35901
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    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.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    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
    764,841
    b
    Average of monthly cash balances.......................
    1b
    122,305
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    887,146
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    887,146
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    13,307
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    873,839
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    43,692
    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
    43,692
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,069
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,069
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    42,623
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    42,623
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    42,623
    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
    2,850
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,850
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,850
    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 42,623
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 285,908
    c From 2015......  
    d From 2016...... 296,894
    e From 2017......  
    fTotal of lines 3a through e........ 582,802
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,850
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 2,850
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018. 39,773 39,773
    (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 5 543,029
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		543,029
    10 Analysis of line 9:
    a Excess from 2014.... 246,135
    b Excess from 2015....  
    c Excess from 2016.... 296,894
    d Excess from 2017....  
    e Excess from 2018....  
    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).)
    WILLIAM T DAWSON
    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
    FAMILY SUCCESS CENTER
    821 E BROAD STREET
    GADSDEN,AL35903     		NONE PUBLIC CHARITY 750
    A WALK THROUGH TIME
    1501 WALNUT STREET
    GADSDEN,AL35901     		NONE PUBILC CHARITY 100
    THE SALVATION ARMY
    114 N 11TH STREET
    GADSDEN,AL35901     		NONE PUBLIC CHARITY 1,000
    THE LOVE CENTER
    915 S 12TH STREET
    GADSDEN,AL35901     		NONE PUBLIC CHARITY 1,000
    Total .................................bullet 3a 2,850
    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 ...........     		    14 355  
    4 Dividends and interest from securities....     14 15,620  
    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 45,817  
    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)..   61,792  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    61,792
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    WILLIAM THOMAS DAWSON FAMILY
    CHARITABLE FOUNDATION
    Employer identification number

    72-1345502
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    WILLIAM THOMAS DAWSON FAMILY
    CHARITABLE FOUNDATION         		Employer identification number
    72-1345502
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    WILLIAM T DAWSON  
    205 HARTWOOD DRIVE
     
    GADSDEN, AL35901

    		$ 130,555


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    WILLIAM THOMAS DAWSON FAMILY
    CHARITABLE FOUNDATION         		Employer identification number

    72-1345502
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    WILLIAM THOMAS DAWSON FAMILY
    CHARITABLE FOUNDATION         		Employer identification number

    72-1345502
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    WILLIAM THOMAS DAWSON FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    72-1345502
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 860 860    

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    WILLIAM THOMAS DAWSON FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    72-1345502
    Name of Stock End of Year Book Value End of Year Fair Market Value
    RBC:LAZARD - SECURITIES 757,315 750,939

    TY 2018 OtherProfessionalFeesSchedule
    Name:
    WILLIAM THOMAS DAWSON FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    72-1345502
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 5,605 5,605    


    TY 2018 TaxesSchedule
    Name:
    WILLIAM THOMAS DAWSON FAMILY
     
    CHARITABLE FOUNDATION
    EIN:
    72-1345502
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT TAXES/LICENSES 1,888 1,888