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
E STUART JAMES GRANT CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O AMERICAN NATL BK PO BOX 191
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DANVILLE, VA245430191
A Employer identification number

54-6315085
B Telephone number (see instructions)

(434) 792-5111
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$38,605,003J 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 12,649 12,649  
4 Dividends and interest from securities... 1,026,780 1,026,780  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 659,281
b Gross sales price for all assets on line 6a 10,204,993
7 Capital gain net income (from Part IV, line 2)... 659,281
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)....... Click to see attachment 2,354 2,354  
12 Total. Add lines 1 through 11........ 1,701,064 1,701,064  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 306,490 183,894   122,596
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 3,835 0   3,835
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 58,129 15,314   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 12,718 8,139   4,579
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 381,172 207,347   131,010
25 Contributions, gifts, grants paid....... 2,200,000 2,200,000
26 Total expenses and disbursements. Add lines 24 and 25 2,581,172 207,347   2,331,010
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -880,108
b Net investment income (if negative, enter -0-) 1,493,717
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.............      
2 Savings and temporary cash investments......... 293,029 563,731 563,731
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) 11,998,225 Click to see attachment12,508,956 12,150,641
b Investments—corporate stock (attach schedule)....... 23,475,248 Click to see attachment21,835,131 24,354,604
c Investments—corporate bonds (attach schedule)....... 1,600,576 Click to see attachment1,479,552 1,436,498
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment99,600 99,529
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) 37,367,078 36,486,970 38,605,003
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow 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........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 37,367,078 36,486,970
30 Total net assets or fund balances (see instructions)..... 37,367,078 36,486,970
31 Total liabilities and net assets/fund balances (see instructions). 37,367,078 36,486,970
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
37,367,078
2
Enter amount from Part I, line 27a .....................
2
-880,108
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
36,486,970
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
36,486,970
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 SPDR S&P 500 ETF TR P 2016-06-21 2018-01-18
b ISHS MSCI EAFE P 2016-06-21 2018-01-18
c US TREAS 1.375 1218 P 2013-12-18 2018-11-16
d UST BILL 1/31/2019 P 2018-02-01 2018-11-16
e UST BILL 6/14/18 P 2018-02-23 2018-06-14
TN HSG 2.329% 1/1/23 P 2016-10-06 2018-07-01
TN HSG 2.329% 1/1/23 P 2016-10-06 2018-01-02
ORGN SK 5.762%6/1/23 P 2016-02-18 2018-06-01
GE 5.625 050118 P 2013-12-19 2018-05-01
GLDMN S 6.15 4/1/18 P 2013-12-19 2018-04-01
FANNIE MAE3% 12/1/35 P 2016-06-29 2018-12-26
FANNIE MAE3% 12/1/35 P 2016-06-29 2018-09-25
FANNIE MAE3% 12/1/35 P 2016-06-29 2018-07-25
FANNIE MAE3% 12/1/35 P 2016-06-29 2018-11-26
FANNIE MAE3% 12/1/35 P 2016-06-29 2018-05-25
FANNIE MAE3% 12/1/35 P 2016-06-29 2018-03-26
FANNIE MAE3% 12/1/35 P 2016-06-29 2018-02-26
FANNIE MAE3% 12/1/35 P 2016-06-29 2018-01-25
FANNIE MAE3% 12/1/35 P 2016-06-29 2018-08-27
FANNIE MAE3% 12/1/35 P 2016-06-29 2018-10-25
FANNIE MAE3% 12/1/35 P 2016-06-29 2018-06-25
FANNIE MAE3% 12/1/35 P 2016-06-29 2018-04-25
FHLMC 1.5% 7/27/26 P 2016-07-25 2018-08-03
FHLB 1.25% 6/8/18 P 2012-07-24 2018-06-08
FHLB 1.25% 6/8/18 P 2013-04-22 2018-06-08
FHLMC STEP% 10/27/28 P 2016-10-31 2018-08-03
COMCAST 5.875 021518 P 2012-08-03 2018-02-15
ANHEUSER 2.65%2/1/21 P 2016-01-14 2018-12-13
SEAGATE TECH PLC P 2016-06-23 2018-06-20
SEAGATE TECH PLC P 2016-06-28 2018-06-20
SEAGATE TECH PLC P 2016-06-28 2018-11-09
LYONDELLBASELL INDUS P 2016-11-10 2018-01-18
NIELSEN HOLDINGS INC P 2017-04-19 2018-08-01
NIELSEN HOLDINGS INC P 2017-08-02 2018-08-01
WEYERHAEUSER CO P 2015-09-17 2018-02-12
WEYERHAEUSER CO P 2016-06-23 2018-02-12
WELLS FARGO & CO NEW P 2016-09-07 2018-02-05
WELLS FARGO & CO NEW P 2017-10-06 2018-02-05
EATON CORP PLC P 2017-01-18 2018-01-18
VODAFONE GRP PLC NEW P 2015-06-11 2018-10-23
VODAFONE GRP PLC NEW P 2014-05-27 2018-10-23
VODAFONE GRP PLC NEW P 2014-11-06 2018-10-23
VODAFONE GRP PLC NEW P 2016-06-23 2018-10-23
VODAFONE GRP PLC NEW P 2014-10-21 2018-10-23
VODAFONE GRP PLC NEW P 2017-03-09 2018-10-23
VODAFONE GRP PLC NEW P 2017-02-06 2018-10-23
VODAFONE GRP PLC NEW P 2014-05-27 2018-01-18
NY COMM BANKCORP P 2017-02-23 2018-08-02
NY COMM BANKCORP P 2017-03-09 2018-08-02
NY COMM BANKCORP P 2018-01-12 2018-08-02
NY COMM BANKCORP P 2018-01-18 2018-08-02
PFIZER INC P 2012-05-24 2018-01-18
SIEMENS A G SPON ADR P 2016-08-12 2018-01-11
TANGER FAC OUTLET P 2016-06-08 2018-01-18
TANGER FAC OUTLET P 2016-06-23 2018-01-18
UNILEVER PLC ADR P 2016-04-20 2018-01-03
UNILEVER PLC ADR P 2016-06-23 2018-01-03
VERIZON COMM P 2016-06-23 2018-03-08
DOWDUPONT INC P 2014-05-27 2018-01-18
DOWDUPONT INC P 2014-05-27 2018-06-06
DOWDUPONT INC P 2014-06-24 2018-06-06
DOWDUPONT INC P 2014-10-21 2018-06-06
DOWDUPONT INC P 2015-06-11 2018-06-06
DOWDUPONT INC P 2016-06-23 2018-06-06
DOWDUPONT INC P 2016-06-23 2018-12-13
EMERSON ELECTRIC CO P 2014-05-27 2018-01-18
AMGEN INC P 2017-01-04 2018-01-18
INTEL CORP P 2012-05-24 2018-01-04
INTEL CORP P 2014-10-21 2018-01-04
INTEL CORP P 2016-06-23 2018-01-04
FORD MOTOR CO P 2017-10-26 2018-10-23
FORD MOTOR CO P 2016-07-21 2018-10-23
FORD MOTOR CO P 2015-01-15 2018-03-08
FORD MOTOR CO P 2015-06-11 2018-03-08
FORD MOTOR CO P 2016-06-23 2018-03-08
FORD MOTOR CO P 2016-07-21 2018-03-08
GAMESTOP CORP NEW P 2014-05-27 2018-01-12
GAMESTOP CORP NEW P 2014-06-24 2018-01-12
GAMESTOP CORP NEW P 2014-10-21 2018-01-12
GAMESTOP CORP NEW P 2016-06-23 2018-01-12
GAMESTOP CORP NEW P 2016-06-28 2018-01-12
GAMESTOP CORP NEW P 2017-01-04 2018-01-12
FORD MOTOR CO P 2015-01-15 2018-01-18
JOHNSON & JOHNSON P 2012-05-24 2018-01-18
JOHNSON & JOHNSON P 2012-05-24 2018-04-12
JOHNSON & JOHNSON P 2014-10-21 2018-04-12
JOHNSON & JOHNSON P 2016-06-23 2018-04-12
J P MORGAN CHASE P 2012-05-24 2018-01-18
KIMBERLY CLARK CORP P 2014-05-27 2018-06-21
KIMBERLY CLARK CORP P 2014-10-21 2018-06-21
KIMBERLY CLARK CORP P 2016-06-23 2018-06-21
KIMBERLY CLARK CORP P 2017-01-25 2018-06-21
KIMBERLY CLARK CORP P 2017-11-09 2018-06-21
MICROSOFT CORP P 2016-06-23 2018-11-27
MAXIM INTEGRATED P 2017-09-25 2018-01-18
NXP SEMICONDUCTORS P 2015-01-21 2018-01-18
NXP SEMICONDUCTORS P 2016-06-24 2018-02-20
NXP SEMICONDUCTORS P 2016-06-27 2018-02-20
NXP SEMICONDUCTORS P 2015-01-21 2018-02-12
NXP SEMICONDUCTORS P 2015-06-11 2018-02-12
NXP SEMICONDUCTORS P 2016-06-24 2018-02-12
LYONDELLBASELL INDUS P 2014-11-07 2018-01-18
JOHNSON CTLS INT PLC P 2017-01-03 2018-01-18
JOHNSON CTLS INT PLC P 2017-12-13 2018-11-27
JOHNSON CTLS INT PLC P 2017-01-04 2018-11-27
JOHNSON CTLS INT PLC P 2017-01-03 2018-11-27
JOHNSON CTLS INT PLC P 2017-05-05 2018-11-27
JOHNSON CTLS INT PLC P 2017-03-10 2018-11-27
WELLS FARGO & CO NEW P 2016-09-07 2018-02-05
WELLS FARGO & CO NEW P 2017-10-06 2018-02-05
WELLS FARGO & CO NEW P 2016-09-07 2018-01-18
ALLERGAN PLC P 2015-03-23 2018-01-18
ALLERGAN PLC P 2015-06-03 2018-01-18
VISA INC COM CL A P 2016-06-24 2018-01-18
VISA INC COM CL A P 2016-06-24 2018-11-16
VODAFONE GRP PLC NEW P 2017-01-11 2018-10-03
VODAFONE GRP PLC NEW P 2017-05-04 2018-10-03
VODAFONE GRP PLC NEW P 2017-01-11 2018-01-18
PNC BANK CORP P 2014-05-27 2018-01-18
PNC BANK CORP P 2014-05-27 2018-12-12
ROCHE HLDG LTD P 2017-01-25 2018-01-18
ROCKWELL COLLINS P 2017-07-05 2018-01-24
ROCKWELL COLLINS P 2018-01-18 2018-01-24
SCHLUMBERGER LTD P 2014-12-03 2018-01-18
SCHLUMBERGER LTD P 2015-02-26 2018-01-18
PROCTER & GAMBLE CO P 2014-05-27 2018-01-18
PRICELINE GROUP INC P 2016-06-24 2018-01-18
PEPSICO INC P 2015-10-22 2018-01-18
RESIDEO TECHNOLOGIES P 2016-06-24 2018-11-15
RESIDEO TECHNOLOGIES P 2016-06-27 2018-11-15
RESIDEO TECHNOLOGIES P 2015-11-05 2018-11-15
SNAP ON INC P 2017-05-05 2018-01-18
SNAP ON INC P 2017-05-05 2018-08-31
TJX COMPANIES INC P 2016-06-24 2018-11-16
TJX COMPANIES INC P 2014-05-27 2018-01-18
THERMO FISHER SCIEN P 2017-05-04 2018-01-18
UNION PACIFIC CORP P 2017-01-19 2018-01-18
UNITED TECHNOLOGIES P 2006-02-27 2018-01-18
EQT CORP P 2015-11-13 2018-01-18
EQT CORP P 2015-11-13 2018-02-12
EQT CORP P 2016-06-24 2018-02-12
EQT CORP P 2016-06-27 2018-02-12
EOG RESOURCES P 2015-08-24 2018-01-18
EXXON MOBIL CORP P 2014-05-27 2018-01-18
DIAGEO PLC SPON NEW P 2014-10-08 2018-01-18
WALT DISNEY CO P 2016-06-24 2018-01-18
COGNIZANT TECH SOL P 2016-07-20 2018-01-18
DOWDUPONT INC P 2016-02-04 2018-01-18
AMAZON.COM INC P 2016-05-27 2018-10-10
AMAZON.COM INC P 2016-06-24 2018-10-10
AMAZON.COM INC P 2016-05-27 2018-01-18
AMER INT'L GROUP P 2016-06-24 2018-05-11
AMER INT'L GROUP P 2016-06-27 2018-05-11
AMER INT'L GROUP P 2016-06-24 2018-01-18
AMETEK INC P 2017-04-20 2018-01-18
ABBOTT LAB P 2014-05-27 2018-01-18
ABBOTT LAB P 2014-05-27 2018-11-16
ABBVIE INC P 2016-06-24 2018-01-18
ABBVIE INC P 2016-06-24 2018-11-16
ALPHABET INC P 2015-08-26 2018-01-18
BB&T CORP P 2018-02-12 2018-12-12
CISCO SYS INC P 2014-05-27 2018-01-18
CISCO SYS INC P 2014-08-22 2018-01-18
CHEVRON CORPORATION P 2017-08-09 2018-01-18
CISCO SYS INC P 2015-06-11 2018-11-16
CISCO SYS INC P 2016-06-24 2018-11-16
BERKSH HATH NEW P 2009-05-07 2018-01-18
BROOKFLD ASSET CL A P 2017-02-10 2018-01-18
GARRETT MOTION INC P 2016-06-24 2018-10-22
GARRETT MOTION INC P 2016-06-27 2018-10-22
GARRETT MOTION INC P 2015-11-05 2018-10-22
HONEYWELL INTL INC P 2015-11-05 2018-01-18
MICROSOFT CORP P 2014-05-27 2018-01-18
MICROSOFT CORP P 2014-05-27 2018-07-09
MICROSOFT CORP P 2016-06-24 2018-07-09
MERCK & CO NEW P 2015-04-21 2018-01-18
MASTERCARD P 2015-08-26 2018-01-18
MASTERCARD P 2015-08-26 2018-02-12
MASTERCARD P 2016-01-06 2018-02-12
MASTERCARD P 2016-01-06 2018-10-03
MASTERCARD P 2016-06-24 2018-10-03
MAGNA INTL INC P 2016-03-16 2018-01-18
LOWES COS INC P 2017-11-06 2018-01-18
LABORATORY CORP P 2005-10-28 2018-01-18
J P MORGAN CHASE P 2014-05-27 2018-01-18
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 703,027   524,036 178,991
b 373,351   296,663 76,688
c 274,688   273,378 1,310
d 888,506   888,506 0
e 199,040   199,040 0
5,000   5,000 0
5,000   5,000 0
5,377   6,231 -854
145,000   149,255 -4,255
125,000   128,329 -3,329
2,822   2,965 -143
1,412   1,483 -71
5,468   5,745 -277
3,346   3,516 -170
4,521   4,750 -229
5,759   6,050 -291
4,707   4,945 -238
1,755   1,844 -89
1,365   1,434 -69
4,270   4,486 -216
8,555   8,988 -433
3,091   3,248 -157
458,960   497,250 -38,290
450,000   452,386 -2,386
150,000   150,843 -843
138,627   149,813 -11,186
150,000   161,105 -11,105
19,144   19,991 -847
91,253   38,553 52,700
39,680   15,199 24,481
86,754   44,753 42,001
13,908   9,973 3,935
63,024   112,825 -49,801
57,044   104,850 -47,806
3,083   2,614 469
93,140   80,783 12,357
200,413   170,938 29,475
86,885   82,564 4,321
11,612   9,430 2,182
2,694   5,141 -2,447
3,695   6,696 -3,001
25,709   44,031 -18,322
97,659   164,835 -67,176
1,289   2,090 -801
7,813   10,235 -2,422
78,435   99,572 -21,137
20,783   23,018 -2,235
108,472   156,975 -48,503
13,563   18,549 -4,986
22,651   29,029 -6,378
5,674   7,362 -1,688
7,527   4,525 3,002
200,684   166,182 34,502
35,470   51,912 -16,442
25,812   39,404 -13,592
46,648   40,792 5,856
139,615   119,996 19,619
160,885   180,201 -19,316
27,951   18,698 9,253
90,375   66,132 24,243
3,272   2,504 768
2,507   1,739 768
3,690   2,769 921
70,879   54,812 16,067
124,100   124,161 -61
24,896   22,706 2,190
26,803   21,854 4,949
77,034   45,831 31,203
4,340   3,225 1,115
144,780   109,327 35,453
71,064   103,561 -32,497
39,144   65,181 -26,037
20,014   28,719 -8,705
1,729   2,539 -810
52,969   67,916 -14,947
36,276   48,539 -12,263
36,431   76,679 -40,248
2,014   4,593 -2,579
749   1,717 -968
57,303   84,875 -27,572
44,755   65,131 -20,376
2,477   3,624 -1,147
8,661   10,871 -2,210
22,067   9,507 12,560
93,135   45,254 47,881
6,392   4,880 1,512
63,916   57,316 6,600
17,781   5,396 12,385
24,168   25,728 -1,560
2,597   2,731 -134
53,430   71,470 -18,040
44,641   54,554 -9,913
86,586   98,296 -11,710
164,762   79,899 84,863
6,005   5,051 954
22,534   14,945 7,589
11,445   7,436 4,009
83,514   50,340 33,174
40,490   27,664 12,826
6,050   5,450 600
54,103   37,997 16,106
14,610   10,959 3,651
2,490   2,662 -172
35,896   40,522 -4,626
10,337   13,146 -2,809
91,564   115,648 -24,084
10,538   13,217 -2,679
35,963   44,007 -8,044
194,512   165,904 28,608
93,312   88,672 4,640
3,650   2,841 809
2,864   5,055 -2,191
11,277   19,279 -8,002
21,280   13,073 8,207
12,725   6,801 5,924
105,268   130,901 -25,633
23,732   29,865 -6,133
32,371   27,087 5,284
34,518   18,993 15,525
62,568   42,818 19,750
21,802   21,078 724
189,325   145,593 43,732
2,071   2,062 9
13,375   15,030 -1,655
2,229   2,441 -212
24,270   21,501 2,769
3,870   2,588 1,282
19,462   16,556 2,906
1,522   1,437 85
1,604   1,479 125
820   704 116
17,107   16,151 956
128,581   123,940 4,641
73,975   54,038 19,937
29,013   20,516 8,497
17,869   14,211 3,658
15,153   11,503 3,650
24,264   10,762 13,502
14,665   15,944 -1,279
19,139   25,198 -6,059
33,719   54,517 -20,798
36,378   58,415 -22,037
12,030   7,510 4,520
12,791   14,818 -2,027
14,954   11,563 3,391
3,991   3,459 532
21,674   16,510 5,164
3,579   2,164 1,415
12,575   5,000 7,575
43,116   16,633 26,483
22,062   12,142 9,920
31,031   30,272 759
99,342   92,001 7,341
14,040   11,778 2,262
9,049   6,496 2,553
21,575   14,499 7,076
15,461   8,557 6,904
5,291   3,056 2,235
7,866   5,213 2,653
23,715   12,703 11,012
115,906   130,812 -14,906
7,324   4,387 2,937
14,400   8,623 5,777
12,105   10,191 1,914
7,221   4,495 2,726
4,752   2,870 1,882
40,585   11,072 29,513
20,134   17,237 2,897
592   508 84
624   523 101
319   249 70
18,963   12,376 6,587
52,623   23,283 29,340
121,228   47,766 73,462
6,396   3,154 3,242
12,782   12,055 727
28,153   15,226 12,927
24,995   13,346 11,649
48,312   26,881 21,431
1,338   560 778
68,485   28,238 40,247
11,549   8,206 3,343
2,437   1,865 572
20,091   5,576 14,515
28,314   13,801 14,513
4,041     4,041
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       178,991
b       76,688
c       1,310
d       0
e       0
      0
      0
      -854
      -4,255
      -3,329
      -143
      -71
      -277
      -170
      -229
      -291
      -238
      -89
      -69
      -216
      -433
      -157
      -38,290
      -2,386
      -843
      -11,186
      -11,105
      -847
      52,700
      24,481
      42,001
      3,935
      -49,801
      -47,806
      469
      12,357
      29,475
      4,321
      2,182
      -2,447
      -3,001
      -18,322
      -67,176
      -801
      -2,422
      -21,137
      -2,235
      -48,503
      -4,986
      -6,378
      -1,688
      3,002
      34,502
      -16,442
      -13,592
      5,856
      19,619
      -19,316
      9,253
      24,243
      768
      768
      921
      16,067
      -61
      2,190
      4,949
      31,203
      1,115
      35,453
      -32,497
      -26,037
      -8,705
      -810
      -14,947
      -12,263
      -40,248
      -2,579
      -968
      -27,572
      -20,376
      -1,147
      -2,210
      12,560
      47,881
      1,512
      6,600
      12,385
      -1,560
      -134
      -18,040
      -9,913
      -11,710
      84,863
      954
      7,589
      4,009
      33,174
      12,826
      600
      16,106
      3,651
      -172
      -4,626
      -2,809
      -24,084
      -2,679
      -8,044
      28,608
      4,640
      809
      -2,191
      -8,002
      8,207
      5,924
      -25,633
      -6,133
      5,284
      15,525
      19,750
      724
      43,732
      9
      -1,655
      -212
      2,769
      1,282
      2,906
      85
      125
      116
      956
      4,641
      19,937
      8,497
      3,658
      3,650
      13,502
      -1,279
      -6,059
      -20,798
      -22,037
      4,520
      -2,027
      3,391
      532
      5,164
      1,415
      7,575
      26,483
      9,920
      759
      7,341
      2,262
      2,553
      7,076
      6,904
      2,235
      2,653
      11,012
      -14,906
      2,937
      5,777
      1,914
      2,726
      1,882
      29,513
      2,897
      84
      101
      70
      6,587
      29,340
      73,462
      3,242
      727
      12,927
      11,649
      21,431
      778
      40,247
      3,343
      572
      14,515
      14,513
      4,041
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 2 659,281
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 2,247,199 41,330,992 0.054371
2016 2,183,925 40,051,761 0.054528
2015 2,234,730 42,466,669 0.052623
2014 2,273,317 44,562,862 0.051014
2013 2,211,246 43,613,585 0.050701
2
Total of line 1, column (d) .....................
2
0.263237
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
0.052647
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
41,845,436
5
Multiply line 4 by line 3......................
5
2,203,037
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
14,937
7
Add lines 5 and 6........................
7
2,217,974
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,331,010
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 14,937
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 14,937
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 14,937
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 61,011
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 61,011
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 46,074
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet20,000 RefundedBullet 11 26,074
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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)
    bulletVA
    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 ofbulletAMERICAN NATIONAL BANK TRUST CO Telephone no.bullet (434) 792-5111

    Located atbullet628 MAIN STREETDANVILLEVA ZIP+4bullet24543
    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
    AMERICAN NATIONAL BANK TRUST CO TRUSTEE
    40.00     		306,490 0 0
    PO BOX 191
    DANVILLE,VA245430191
    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 N/A 0
    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 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    40,694,677
    b
    Average of monthly cash balances.......................
    1b
    1,787,999
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    42,482,676
    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
    42,482,676
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    637,240
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    41,845,436
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,092,272
    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
    2,092,272
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    14,937
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,937
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,077,335
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,077,335
    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
    2,077,335
    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
    2,331,010
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,331,010
    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
    14,937
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,316,073
    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 2,077,335
    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...... 76,315
    b From 2014...... 120,248
    c From 2015...... 134,255
    d From 2016...... 210,894
    e From 2017...... 208,627
    fTotal of lines 3a through e........ 750,339
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,331,010
    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..... 2,077,335
    e Remaining amount distributed out of corpus 253,675
    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 1,004,014
    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) ...     		76,315
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		927,699
    10 Analysis of line 9:
    a Excess from 2014.... 120,248
    b Excess from 2015.... 134,255
    c Excess from 2016.... 210,894
    d Excess from 2017.... 208,627
    e Excess from 2018.... 253,675
    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
    AVERETT UNIVERSITY
    420 WEST MAIN STREET
    DANVILLE,VA24541     		N/A EDUCATIONAL $300,000 MAIN HALL RENOVATIONS; $100,000 UNRESTRICTED SUPPORT 400,000
    HARGRAVE MILITARY ACADEMY
    200 MILITARY DRIVE
    CHATHAM,VA24531     		N/A EDUCATIONAL $750,000 COMPREHENSIVE CAMPAIGN (1ST YEAR OF A 5 YEAR PLEDGE); $75,000 UNRESTRICTED SUPPORT 825,000
    LIONS CLUB FOUNDATION
    100 COOPER COURT
    DANVILLE,VA24540     		N/A PUBLIC $125,000 DANVILLE COMMUNITY COLLEGE-WELDING PROGRAM (1ST YEAR OF A 2 YEAR PLEDGE); $50,000 GOD'S STOREHOUSE- REPAIR AND REPAVE PARKING LOT; $10,000 UNRESTRICTED 185,000
    KIWANIS FOUNDATION
    199 BRANDON COURT
    DANVILLE,VA24541     		N/A PUBLIC $50,000 DANVILLE SCIENCE CENTER DIGITAL DOME AND OPERATIONS SUPPORT; $125,000 DANVILLE COMMUNITY COLLEGE-WELDING PROGRAM (1ST YEAR OF A 2 YEAR PLEDGE) $10,000 UNRESTRICTED SUPPORT 185,000
    UNIVERSITY OF VIRGINIA
    PO BOX 400226
    CHARLOTTESVILLE,VA22904     		N/A EDUCATIONAL $125,000 COLLEGE ADVISING CORPS; $30,000 EDUCATION DEVELOPMENT $45,000 UNDESIGNATED 200,000
    THE HATCHER CENTER (THE ARC)
    7180 HIGHWAY 29
    BLAIRS,VA24527     		N/A PUBLIC $40,000 HATCHER BUILDING IMPROVEMENTS; $10,000 UNRESTRICTED SUPPORT 50,000
    VIRGINIA MILITARY INSTITUTE
    201 SMITH HALL
    LEXINGTON,VA24450     		N/A EDUCATIONAL $155,000 SCHOLARSHIPS FOR LOCAL CADETS; $50,000 UNRESTRICTED SUPPORT 205,000
    DANVILLE AREA HUMANE SOCIETY
    1000 SOUTH BOSTON ROAD
    DANVILLE,VA24540     		N/A PUBLIC $50,000 SPAY/NEUTER PROGRAM; $50,000 SHELTER RENOVATIONS (2ND YEAR OF 5 YEAR PLEDGE); $10,000 UNRESTRICTED 110,000
    RED HILL SHRINE
    1250 RED HILL ROAD
    BROOKNEAL,VA24528     		N/A PUBLIC $25,000 EDUCATION AND EVENT CENTER; $15,000 UNRESTRICTED SUPPORT 40,000
    Total .................................bullet 3a 2,200,000
    bApproved for future payment
    AVERETT UNIVERSITY
    420 WEST MAIN STREET
    DANVILLE,VA24541     		N/A EDUCATIONAL UNRESTRICTED SUPPORT 100,000
    HARGRAVE MILITARY ACADEMY
    200 MILITARY DRIVE
    CHATHAM,VA24531     		N/A EDUCATIONAL UNRESTRICTED SUPPORT 75,000
    LIONS CLUB FOUNDATION
    100 COOPER COURT
    DANVILLE,VA24540     		N/A PUBLIC UNRESTRICTED SUPPORT 10,000
    KIWANIS FOUNDATION
    199 BRANDON COURT
    DANVILLE,VA24541     		N/A PUBLIC UNRESTRICTED SUPPORT 10,000
    UNIVERSITY OF VIRGINIA
    PO BOX 400226
    CHARLOTTESVILLE,VA22904     		N/A EDUCATIONAL UNRESTRICTED SUPPORT 45,000
    THE HATCHER CENTER (THE ARC)
    7180 HIGHWAY 29
    BLAIRS,VA24527     		N/A PUBLIC UNRESTRICTED SUPPORT 10,000
    VIRGINIA MILITARY INSTITUTE
    201 SMITH HALL
    LEXINGTON,VA24540     		N/A EDUCATIONAL UNRESTRICTED SUPPORT 50,000
    DANVILLE AREA HUMANE SOCIETY
    1000 SOUTH BOSTON ROAD
    DANVILLE,VA24540     		N/A PUBLIC UNRESTRICTED SUPPORT 10,000
    RED HILL SHRINE
    1250 RED HILL ROAD
    BROOKNEAL,VA24528     		N/A PUBLIC UNRESTRICTED SUPPORT 15,000
    Total .................................bullet 3b 325,000
    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 12,649  
    4 Dividends and interest from securities....     14 1,026,780  
    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.....     14 2,354  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 659,281  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,701,064 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,701,064
    (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 AccountingFeesSchedule
    Name:
    E STUART JAMES GRANT CHARITABLE TRUST
    EIN:
    54-6315085
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HARRIS, HARVEY, NEAL & CO., LLP FOR PREPARATION OF FORM 990-PF 3,835 0   3,835

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    E STUART JAMES GRANT CHARITABLE TRUST
    EIN:
    54-6315085
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VARIOUS CORPORATE BONDS 1,479,552 1,436,498

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    E STUART JAMES GRANT CHARITABLE TRUST
    EIN:
    54-6315085
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VARIOUS EQUITY SECURITIES 14,739,670 16,282,038
    MUTUAL FUNDS - EQUITY 7,095,461 8,072,566

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    E STUART JAMES GRANT CHARITABLE TRUST
    EIN:
    54-6315085
    US Government Securities - End of Year Book Value:

    8,314,846
    US Government Securities - End of Year Fair Market Value:

    8,117,009
    State & Local Government Securities - End of Year Book Value:


    4,194,110
    State & Local Government Securities - End of Year Fair Market Value:


    4,033,632


    TY 2018 InvestmentsOtherSchedule2
    Name:
    E STUART JAMES GRANT CHARITABLE TRUST
    EIN:
    54-6315085
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CERTIFICATE OF DEPOSIT AT COST 99,600 99,529

    TY 2018 OtherExpensesSchedule
    Name:
    E STUART JAMES GRANT CHARITABLE TRUST
    EIN:
    54-6315085
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMMISSIONER OF ACCOUNTS FEE 8,300 4,150   4,150
    ADR AND INVESTMENT FEES 3,989 3,989   0
    TAX SERVICE FEE 125 0   125
    MEETING EXPENSE 304 0   304


    TY 2018 OtherIncomeSchedule2
    Name:
    E STUART JAMES GRANT CHARITABLE TRUST
    EIN:
    54-6315085
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION SETTLEMENT - COUNTRYWIDE FINANCIAL 1,024 1,024 1,024
    CLASS ACTION SETTLEMENT - AIG 580 580 580
    ANHEUSER BUSCH TENDER 750 750 750


    TY 2018 TaxesSchedule
    Name:
    E STUART JAMES GRANT CHARITABLE TRUST
    EIN:
    54-6315085
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 21,740 15,314   0
    EXCISE TAX 36,389 0   0