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
WILLDA V LANDON CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)REGIONS BANK TRUST DEPT P O BOX 1
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35202
A Employer identification number

61-6552604
B Telephone number (see instructions)

(205) 420-7753
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$902,164
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 23,152 22,863  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 17,841
b Gross sales price for all assets on line 6a 183,936
7 Capital gain net income (from Part IV, line 2)... 17,841
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 836    
12 Total. Add lines 1 through 11........ 41,829 40,704  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,794 8,635   2,159
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,000 0 0 1,000
c Other professional fees (attach schedule).... 828 828   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 1,313 544   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,935 10,007 0 3,159
25 Contributions, gifts, grants paid....... 25,000 25,000
26 Total expenses and disbursements. Add lines 24 and 25 38,935 10,007 0 28,159
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,894
b Net investment income (if negative, enter -0-) 30,697
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 6,991 26,732 26,732
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 822,310    
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).......... 38,858 Click to see attachment843,999 875,432
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) 868,159 870,731 902,164
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........ 868,159 870,731
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 868,159 870,731
31 Total liabilities and net assets/fund balances (see instructions). 868,159 870,731
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
868,159
2
Enter amount from Part I, line 27a .....................
2
2,894
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
871,053
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
322
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
870,731
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 4. ABBOTT LABORATORIES   2017-11-30 2018-01-03
b 3. AETNA INC   2014-08-25 2018-01-03
c 4. AGILENT TECHNOLOGIES INC   2017-09-07 2018-01-03
d 1. AMERICAN TOWER CORP-CL A   2017-06-05 2018-01-03
e 1. AMGEN INC   2015-04-17 2018-01-03
1. APPLE COMPUTER INC COM   2012-11-12 2018-01-03
1. AVERY DENNISON CORP   2015-06-09 2018-01-03
3. BANK AMER CORP   2017-01-13 2018-01-03
1. BURLINGTON STORES INC   2017-11-30 2018-01-03
3. C D W CORP/DE   2015-10-01 2018-01-03
1. C D W CORP/DE   2017-11-30 2018-01-03
1. CARTER INC   2017-11-30 2018-01-03
1. CHEVRON CORP   2016-06-16 2018-01-03
3. COMCAST CORP NEW CL A   2014-04-30 2018-01-03
1. CORESITE REALTY CORP   2017-08-22 2018-01-03
1. COSTAR GROUP INC   2017-11-30 2018-01-03
1. CUMMINS ENGINE INC   2017-11-30 2018-01-03
2. DOWDUPONT INC   2014-04-30 2018-01-03
25. ELECTRONIC ARTS   2015-04-17 2018-01-03
1. GARTNER INC NEW CL A   2017-11-30 2018-01-03
3. GENERAL MOTORS CO   2016-01-25 2018-01-03
4. GENERAL MOTORS CO   2017-11-30 2018-01-03
2. GILEAD SCIENCES INC   2017-07-06 2018-01-03
12. H P INC   2017-11-30 2018-01-03
1. HOME DEPOT INC   2014-04-30 2018-01-03
19. ISHARES S&P 500 INDEX FUND   2017-06-05 2018-01-03
4. ISHARES CORE S&P MIDCAP ETF   2014-04-07 2018-01-03
7. ISHARES CORE S&P SMALL-CAP E   2014-04-30 2018-01-03
138. ISHARES MSCI ACWI EX US INDX   2017-11-30 2018-01-03
9. JABIL CIRCUIT INC   2015-12-22 2018-01-03
1. JOHNSON & JOHNSON   2017-07-31 2018-01-03
1. LINCOLN ELEC HLDGS INC   2017-11-30 2018-01-03
2. LINCOLN NATL CORP IND   2014-04-30 2018-01-03
1. LOGMEIN INC   2017-10-24 2018-01-03
1. MARKETAXESS HLDGS INC   2014-04-30 2018-01-03
28. MERCK & CO INC   2016-01-19 2018-01-03
3. MICROSOFT CORP COM   2014-04-30 2018-01-03
2. MID-AMERICA APARTMENT COMM   2015-09-15 2018-01-03
1. MID-AMERICA APARTMENT COMM   2017-11-30 2018-01-03
1. NORDSON CORP   2017-11-30 2018-01-03
2. NVIDIA CORP   2016-04-14 2018-01-03
17. ON SEMICONDUCTOR CORP   2017-11-30 2018-01-03
1. PRUDENTIAL FINANCIAL INC COM   2015-08-14 2018-01-03
1. QUAKER CHEM CORP   2017-11-30 2018-01-03
1. RAYMOND JAMES FINL INC   2017-11-30 2018-01-03
1. TYLER TECHNOLOGIES INC   2017-11-30 2018-01-03
1. UNITEDHEALTH GROUP INC   2017-11-30 2018-01-03
2. VALERO ENERGY CORP NEW   2014-04-30 2018-01-03
4. VMWARE INC   2017-11-30 2018-01-03
1. ZEBRA TECHNOLOGIES CORP CL A   2016-03-24 2018-01-03
86.674 AQR MANAGED FUTURES STRATEGY FUND-I   2015-08-21 2018-01-04
384.862 BARON EMERGING MARKETS-INS   2017-11-30 2018-01-04
50.607 DRIEHAUS ACTIVE INCOME FUND   2014-04-21 2018-01-04
76.57 SWAN DEFINED RISK-I   2017-09-20 2018-01-04
72.202 PRUDENTIAL HIGH YIELD FUND-Z   2016-12-09 2018-01-04
223.881 VANGUARD TOT BD MKT IDX-ADM   2016-04-01 2018-01-04
2. ALIGN TECHNOLOGY INC   2015-01-16 2018-01-08
1. ULTIMATE SOFTWARE GROUP INC   2015-10-02 2018-01-18
54.945 PRUDENTIAL HIGH YIELD FUND-Z   2016-12-09 2018-03-08
25.359 TEMPLETON GLOBAL BD FD ADVISOR CL   2009-11-02 2018-03-08
1075.246 VANGUARD TOT BD MKT IDX-ADM   2016-04-01 2018-03-08
39. C D W CORP/DE   2015-10-01 2018-03-27
34. DOWDUPONT INC   2014-10-16 2018-03-27
3. GILEAD SCIENCES INC   2017-07-06 2018-03-27
21. GILEAD SCIENCES INC   2013-06-28 2018-03-27
28. LOWES CO   2012-10-12 2018-03-27
29. TORO COMPANY   2017-06-05 2018-03-27
1. TORO COMPANY   2014-04-30 2018-03-27
1. SVB FINL GROUP   2015-09-15 2018-04-23
57. COMCAST CORP NEW CL A   2014-04-30 2018-05-10
5. NETAPP INC   2017-01-13 2018-05-10
2. NORTHROP GRUMMAN CORP   2014-04-30 2018-05-10
4. PROLOGIS INC REIT   2016-09-12 2018-05-10
19. HORIZON GLOBAL CORP   2017-01-31 2018-05-30
3. IDEXX LABS INC   2015-10-30 2018-05-30
422.541 AQR MANAGED FUTURES STRATEGY FUND-I   2015-08-21 2018-06-06
18.6 SWAN DEFINED RISK-I   2017-09-20 2018-06-06
3730.052 SWAN DEFINED RISK-I   2016-06-08 2018-06-06
121.052 WILLIAM BLAIR MACRO ALLOC-IS   2017-11-30 2018-06-06
309.332 WILLIAM BLAIR MACRO ALLOC-IS   2015-08-21 2018-06-06
3. ISHARES CORE S&P SMALL-CAP E   2014-04-30 2018-06-21
763. ISHARES MSCI ACWI EX US INDX   2017-11-30 2018-06-21
2. CENTENE CORP DEL   2015-01-16 2018-07-11
39. DELTA AIR LINES INC - W/I   2014-04-30 2018-07-11
5. NETAPP INC   2017-01-13 2018-07-11
15. STANLEY BLACK & DECKER INC   2016-09-12 2018-07-11
1. UNITEDHEALTH GROUP INC   2018-06-21 2018-07-11
14. AETNA INC   2014-08-25 2018-08-14
1. ANSYS INC   2014-04-30 2018-08-14
6. CENTENE CORP DEL   2015-01-16 2018-08-14
1. COSTAR GROUP INC   2014-04-30 2018-08-14
30. LINCOLN NATL CORP IND   2014-10-16 2018-08-14
27. RAYMOND JAMES FINL INC   2017-11-30 2018-08-14
1. SVB FINL GROUP   2014-10-16 2018-08-14
5. TUPPERWARE CORP   2014-04-30 2018-08-14
28. TYSON FOODS INC CL A   2018-01-03 2018-08-14
5. QEP RESOURCES INC   2017-11-30 2018-08-15
16. QEP RESOURCES INC   2014-10-02 2018-08-15
1. GARTNER INC NEW CL A   2017-04-07 2018-08-22
6. LOGMEIN INC   2017-11-30 2018-08-22
2. SVB FINL GROUP   2014-10-16 2018-09-17
51. GENERAL MOTORS CO   2016-01-25 2018-09-20
2. UNITEDHEALTH GROUP INC   2015-04-17 2018-09-20
2. VMWARE INC   2017-03-03 2018-09-20
1. SVB FINL GROUP   2014-10-16 2018-09-25
2. COSTAR GROUP INC   2014-04-30 2018-09-28
16. K2M GROUP HOLDINGS INC   2017-10-24 2018-09-28
10. ALKERMES PLC   2015-12-10 2018-10-18
34. EXPEDITORS INTL WASH INC COM   2018-07-11 2018-10-19
1. NVIDIA CORP   2018-06-21 2018-10-26
1. NVIDIA CORP   2016-04-14 2018-10-26
14. BANKUNITED INC   2015-12-21 2018-11-21
3.0001 EXPONENT INC   2014-04-30 2018-11-21
1.9999 EXPONENT INC   2017-11-30 2018-11-21
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 234   225 9
b 543   236 307
c 276   259 17
d 141   132 9
e 179   163 16
174   79 95
116   61 55
89   70 19
122   107 15
212   123 89
71   70 1
117   108 9
128   101 27
122   78 44
113   114 -1
301   304 -3
178   167 11
146   99 47
2,741   1,407 1,334
125   121 4
128   88 40
171   172 -1
148   141 7
257   227 30
188   79 109
5,166   4,663 503
767   535 232
542   371 171
6,999   6,835 164
243   208 35
139   133 6
92   91 1
155   96 59
116   123 -7
201   53 148
1,572   1,488 84
259   121 138
199   147 52
99   103 -4
149   128 21
419   73 346
380   340 40
116   90 26
152   164 -12
90   89 1
179   183 -4
222   228 -6
186   114 72
519   388 131
104   68 36
812   957 -145
6,046   5,654 392
502   545 -43
999   967 32
402   394 8
2,402   2,443 -41
499   116 383
228   178 50
300   299 1
300   308 -8
11,269   11,731 -462
2,812   1,592 1,220
2,198   1,655 543
228   212 16
1,596   1,079 517
2,489   875 1,614
1,777   2,016 -239
61   31 30
254   128 126
1,797   1,477 320
359   180 179
652   243 409
262   208 54
118   370 -252
636   207 429
3,668   4,665 -997
237   235 2
47,521   43,438 4,083
1,424   1,447 -23
3,638   3,662 -24
259   159 100
36,166   36,769 -603
260   107 153
1,929   1,420 509
397   180 217
2,011   1,804 207
255   252 3
2,761   1,102 1,659
173   76 97
860   322 538
432   159 273
1,967   1,434 533
2,444   2,393 51
318   96 222
170   422 -252
1,666   2,236 -570
47   48 -1
150   486 -336
145   110 35
482   715 -233
635   191 444
1,833   1,502 331
534   239 295
305   179 126
322   96 226
842   317 525
436   319 117
410   681 -271
2,257   2,476 -219
202   259 -57
202   37 165
459   506 -47
152   52 100
101   76 25
      783
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       9
b       307
c       17
d       9
e       16
      95
      55
      19
      15
      89
      1
      9
      27
      44
      -1
      -3
      11
      47
      1,334
      4
      40
      -1
      7
      30
      109
      503
      232
      171
      164
      35
      6
      1
      59
      -7
      148
      84
      138
      52
      -4
      21
      346
      40
      26
      -12
      1
      -4
      -6
      72
      131
      36
      -145
      392
      -43
      32
      8
      -41
      383
      50
      1
      -8
      -462
      1,220
      543
      16
      517
      1,614
      -239
      30
      126
      320
      179
      409
      54
      -252
      429
      -997
      2
      4,083
      -23
      -24
      100
      -603
      153
      509
      217
      207
      3
      1,659
      97
      538
      273
      533
      51
      222
      -252
      -570
      -1
      -336
      35
      -233
      444
      331
      295
      126
      226
      525
      117
      -271
      -219
      -57
      165
      -47
      100
      25
       
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 17,841
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 50,719 975,771 0.051978
2016 50,709 932,265 0.054393
2015 1,172 932,349 0.001257
2014      
2013      
2
Total of line 1, column (d) .....................
2
0.107628
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
0.035876
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
974,132
5
Multiply line 4 by line 3......................
5
34,948
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
307
7
Add lines 5 and 6........................
7
35,255
8
Enter qualifying distributions from Part XII, line 4,.............
8
28,159
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 1 614
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........................... 3 614
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- ..... 5 614
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 428
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 428
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 9 186
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletREGIONS BANK TRUST DEPT Telephone no.bullet (205) 420-7753

    Located atbullet201 MILAN PARKWAYBIRMINGHAMAL ZIP+4bullet35211
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    REGIONS BANK TRUSTEE
    10
    10,794    
    201 MILAN PKWY
    BIRMINGHAM,AL35211
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    988,966
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    988,966
    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
    988,966
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    14,834
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    974,132
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    48,707
    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
    48,707
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    614
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    614
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    48,093
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    48,093
    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
    48,093
    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
    28,159
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    28,159
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    28,159
    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 48,093
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 1,997
    fTotal of lines 3a through e........ 1,997
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 28,159
    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..... 28,159
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 1,997 1,997
    (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 0
    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 ..........
    17,937
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    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
    ARKANSAS CHILDREN'S HOSPITAL NW ARKANSAS
    1 CHILDRENS WAY
    LITTLE ROCK,AR72202
    NONE PC GENERAL SUPPORT GRANT 25,000
    Total .................................bullet 3a 25,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 23,152  
    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 17,841  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        14 836  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   41,829  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    41,829
    (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:
    WILLDA V LANDON CHARITABLE FOUNDATION
    EIN:
    61-6552604
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    WILLDA V LANDON CHARITABLE FOUNDATION
    EIN:
    61-6552604
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DOMESTIC STOCK    
    FOREIGN STOCK    
    MUTUAL FUNDS    
    ACADIA HEALTHCARE CO INC    
    "ACCENTURE PLC SEDOL #B4BNMY3    
    AETNA INC    
    AFLAC INC    
    AIR PRODS & CHEMS INC    
    ALIGN TECHNOLOGY INC    
    ALKERMES PLC    
    ALPHABET INC CA-CL C    
    AMERICAN CAMPUS COMMUNITIES    
    AMGEN INC    
    ANSYS INC    
    APPLE INC    
    APTARGROUP INC    
    "AQR MANAGED FUTURES STRATEGY    
    ARTISAN PARTNERS ASSET MGMT    
    AVERY DENNISON CORP    
    BANKUNITED INC    
    BARON EMERGING MARKETS INST    
    BJ'S RESTAURANTS INC    
    BLACKBAUD INC    
    BOOZ ALLEN HAMILTON HOLDING CO    
    BURLINGTON STORES INC    
    CALAMOS MARKET NEU INC FD-I    
    CALATLANTIC GROUP INC    
    CALLON PETROLEUM CO    
    CATALENT INC    
    CAVCO INDUSTRIES INC    
    CDW CORP/DE    
    CEB INC    
    CENTENE CORP    
    CHEVRON CORP    
    COGNEX CORP    
    COMCAST CORP CL A    
    COMPASS MINERALS INTERNATION    
    COSTAR GROUP INC    
    CVS HEALTH CORPORATION    
    DELTA AIR LINES INC    
    DORMAN PRODUCTS, INC.    
    DOW CHEMICAL CO    
    DRIEHAUS ACTIVE INCOME FUND    
    DRIL-QUIP INC    
    EAGLE MATERIALS INC    
    EASTLERY GOVERNMENT PROPERITES    
    ELECTRONIC ARTS    
    EMCOR GROUP INC    
    ENVISION HEALTHCARE CORP    
    EXPONET INC    
    EXXON MOBIL CORP    
    FIRST REPUBLIC BANK SAN FRAN    
    FIVE BELOW, INC.    
    FOOT LOCKER INC    
    GARTNER INC    
    GENERAL MOTORS CO.    
    GILEAD SCIENCES INC    
    GLACIER BANCORP, INC.    
    GOLDMAN SACHS GROUP INC    
    GRACO INC    
    GREENHILL & CO INC    
    HCA HOLDINGS INC    
    HEARTLAND EXPRESS INC    
    HOLOGIC INC    
    HOME DEPOT INC    
    HUNTINGTON BANCSHARES INC    
    IBERIABANK CORP    
    ICU MEDICAL INC    
    IDEXX LABS CORP    
    INTEL CORP    
    "INVESCO INTERNATIONAL GROWTH    
    ISHARES CORE S & P 500 ETF    
    ISHARES CORE S&P MID-CAP ETF    
    ISHARES CORE S&P SMALL-CAP ETF    
    ISHARES MSCI ACWI EX US ETF    
    J P MORGAN CHASE & CO    
    JABIL CIRCUIT INC    
    JAMES RIVER GROUP HOLDINGS LTD    
    KROGER CO/THE    
    LEAR CORP    
    LINCOLN ELEC HLDGS INC    
    LINCOLN NATIONAL CORP    
    LINEAR TECHNOLOGY CORP    
    LITHIA MOTORS INC CL A    
    LOWE'S COMPANIES INC    
    MAINGATE MLP FUND    
    MARKETAXESS HOLDINGS INC    
    MCKESSON CORP    
    MERCK & CO. INC. NEW    
    MFS RESH INTL FD CL I    
    MICROCHIP TECHNOLOGY INC    
    MICROSOFT CORP    
    MID-AMER APT CMNTYS INC REIT    
    MIDDLEBY CORP    
    NORDSON CORP    
    NORTHROP GRUMMAN CORP    
    NVIDIA CORP    
    OGE ENERGY CORP    
    PINNACLE FOODS INC    
    PORTLAND GEN ELEC CO    
    POWER INTEGRATIONS INC    
    PREMIER INC CLASS A    
    PRICESMART INC    
    PROASSURANCE CORP    
    PROLOGIS INC REIT    
    PRUDENTIAL FINANCIAL INC    
    PRUDENTIAL HIGH YIELD FUND CL    
    PYSICIANS REALTY TRUST    
    QEP RESOURCES INC    
    QUAKER CHEMICAL CORP    
    RBC BEARINGS INC.    
    RITCHIE BROS AUCTIONEERS INC    
    "RPM INTERNATIONAL INC RPM INC    
    SIGNATURE BANK    
    SPIRIT AEROSYSTEMS HOLDING-CL    
    SS&C TECHNOLOGIES HOLDINGS, IN    
    STANLEY BLACK & DECKER INC.    
    "STERIS PLC ISIN: GB00BVVBC028    
    SUN COMMUNITIES INC    
    SUNTRUST BKS INC    
    SUPERIOR ENERGY SVCS INC    
    SVB FINANCIAL GROUP    
    SWAN DEFINED RISK FUND    
    SYSCO CORP    
    TEMPLETON GLOBAL BOND FUND ADV    
    TEXAS CAPITAL BANCSHARES INC    
    THE MICHAEL COS INC    
    TJX COS INC    
    TORO CO    
    TREEHOUSE FOODS INC    
    TUPPERWARE BRANDS CORP    
    TYLER TECHNOLOGIES INC    
    ULTIMATE SOFTWARE GROUP INC    
    UNITED HEALTH GROUP INC    
    URBAN OUTFITTERS INC    
    VALERO ENERGY CORP    
    "VANGUARD TOTAL BOND MARKET IN    
    VERIFONE SYSTEMS, INC.    
    VWR CORP    
    WABTEC    
    WAGEWORKS INC.    
    WAL MART STORES INC    
    WEBSTER FINANCIAL CORP    
    WEST PHARMACEUTICAL SERVICES I    
    "WILLIAM BLAIR MACRO ALLOCATIO    
    ZEBRA TECHNOLOGIES CORP CL A    

    TY 2018 InvestmentsOtherSchedule2
    Name:
    WILLDA V LANDON CHARITABLE FOUNDATION
    EIN:
    61-6552604
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES      
    AGILENT TECHNOLOGIES INC      
    AMERICAN TOWER CORP COM      
    BANK OF AMERICA CORP      
    CARTER'S INC      
    CENTERPOINT ENERGY INC      
    CITIZENS FINANCIAL GROUP INC      
    CORESITE REALTY CORP      
    CUMMINS INC      
    GARDNER DENVER HOLDINGS INC      
    HORIZON GLOBAL CORP      
    HP INC      
    IMPAX LABORATORIES INC      
    JOHNSON & JOHNSON      
    K2M GROUP HOLDINGS INC      
    LOGMEIN INC      
    MATADOR RESOURCES CO      
    NETAPP INC      
    ON SEMICONDUCTOR CORP      
    PHYSICIANS REALTY TRUST      
    POLARIS INDUSTRIES INC      
    POOL CORP      
    RAYMOND JAMES FINANCIAL INC      
    SCHNEIDER NATIONAL INC      
    SILICON LABORATORIES INC      
    SUMMIT HOTEL PROPERTIES INC      
    TARGET CORP      
    VMWARE INC      
    WESTERN ALLIANCE BANCORP      
    928563402 VMWARE INC AT COST 1,785 2,743
    931142103 WAL MART STORES INC AT COST 1,933 2,515
    01973R101 ALLISON TRANSMISSION AT COST 2,594 2,152
    03168L105 AMNEAL PHARMACEUTICA AT COST 363 257
    04316A108 ARTISAN PARTNERS ASS AT COST 541 221
    122017106 BURLINGTON STORES IN AT COST 361 1,139
    13123X102 CALLON PETE CO DEL AT COST 632 331
    258278100 DORMAN PRODS INC AT COST 439 900
    262037104 DRIL-QUIP INC AT COST 238 120
    29977A105 EVERCORE PARTNERS IN AT COST 2,379 1,574
    466313103 JABIL CIRCUIT INC AT COST 1,620 1,735
    56585A102 MARATHON PETROLEUM C AT COST 2,336 1,829
    670837103 OGE ENERGY CO AT COST 501 588
    868157108 SUPERIOR ENERGY SVCS AT COST 522 64
    891092108 TORO COMPANY AT COST 680 950
    231021106 CUMMINS ENGINE INC AT COST 2,172 1,737
    26969P108 EAGLE MATLS INC AT COST 494 305
    29084Q100 EMCOR GROUP INC COM AT COST 2,108 1,731
    30214U102 EXPONENT INC AT COST 329 963
    366651107 GARTNER INC NEW CL A AT COST 578 1,023
    437076102 HOME DEPOT INC USD 0 AT COST 1,271 2,749
    521865204 LEAR CORP W/I AT COST 1,236 1,843
    57060D108 MARKETAXESS HLDGS IN AT COST 744 1,690
    59408Q106 MICHAELS COS INC/THE AT COST 505 271
    594918104 MICROSOFT CORP COM AT COST 1,170 2,946
    739276103 POWER INTEGRATIONS I AT COST 359 427
    74051N102 PREMIER INC-CLASS A AT COST 770 859
    80689H102 SCHNEIDER NATIONAL I AT COST 472 392
    G84720104 STERIS PLC AT COST 432 962
    00287Y109 ABBVIE INC AT COST 2,027 1,936
    031162100 AMGEN INC AT COST 1,578 1,947
    037833100 APPLE COMPUTER INC C AT COST 1,426 2,839
    071813109 BAXTER INTL INC COM AT COST 2,322 2,238
    149568107 CAVCO INDS INC DEL AT COST 421 522
    262028855 DRIEHAUS ACTIVE INCO AT COST 39,713 36,304
    27616P103 EASTERLY GOVERNMENT AT COST 532 439
    29414B104 EPAM SYSTEMS INC AT COST 392 348
    30231G102 EXXON MOBIL CORP AT COST 1,806 1,500
    37637Q105 GLACIER BANCORP INC AT COST 417 555
    384109104 GRACO INC AT COST 324 502
    478160104 JOHNSON & JOHNSON CO AT COST 2,127 2,065
    59522J103 MID-AMER APT CMNTYS AT COST 331 479
    596278101 MIDDLEBY CORP AT COST 336 411
    64110D104 NETAPP INC AT COST 1,583 2,625
    74267C106 PROASSURANCE CORP AT COST 448 406
    74340W103 PROLOGIS INC AT COST 1,614 1,820
    753422104 RAPID7 INC AT COST 512 592
    767744105 RITCHIE BROS AUCTION AT COST 487 654
    91913Y100 VALERO ENERGY CORP N AT COST 1,327 1,874
    921937603 VANGUARD BD IDX FD T AT COST 191,321 186,488
    929740108 WABTEC CORP AT COST 699 632
    00203H859 AQR MANAGED FUTURES AT COST 23,228 18,591
    03027X100 AMERICAN TOWER CORP- AT COST 2,108 2,531
    060505104 BANK AMER CORP AT COST 1,947 2,070
    146229109 CARTER INC AT COST 615 490
    148806102 CATALENT INC AT COST 570 592
    15189T107 CENTERPOINT ENERGY I AT COST 2,155 2,061
    33829M101 FIVE BELOW AT COST 306 921
    46625H100 J P MORGAN CHASE & C AT COST 1,824 2,733
    46637K265 JPMORGAN HEDGED EQUI AT COST 38,533 37,489
    533900106 LINCOLN ELEC HLDGS I AT COST 387 473
    00846U101 AGILENT TECHNOLOGIES AT COST 2,071 2,159
    09227Q100 BLACKBAUD INC AT COST 237 440
    166764100 CHEVRONTEXACO CORP AT COST 1,611 1,741
    17275R102 CISCO SYS INC AT COST 2,354 2,296
    22160K105 COSTCO WHSL CORP NEW AT COST 2,249 2,445
    536797103 LITHIA MTRS INC AT COST 479 382
    55616P104 MACYS INC AT COST 2,382 2,412
    64125C109 NEUROCRINE BIOSCIENC AT COST 383 286
    655663102 NORDSON CORP AT COST 372 597
    67066G104 NVIDIA CORP AT COST 402 1,469
    731068102 POLARIS INDS INC COM AT COST 701 537
    75524B104 RBC BEARINGS INC AT COST 405 918
    82669G104 SIGNATURE BK NEW YOR AT COST 814 617
    871829107 SYSCO CORP AT COST 1,736 2,193
    87612E106 TARGET CORP AT COST 2,277 2,511
    882681109 TEXAS ROADHOUSE INC AT COST 709 657
    930427109 WAGEWORKS INC AT COST 442 299
    969251750 WILLIAM BLAIR MACRO AT COST 19,056 18,584
    03820C105 APPLIED INDL TECHNOL AT COST 2,531 1,888
    09180C106 BJS RESTAURANTS INC AT COST 542 607
    464287200 ISHARES S&P 500 INDE AT COST 101,802 119,515
    464287507 ISHARES TR S&P MIDCA AT COST 19,915 24,079
    464287804 ISHARES TR S & P SMA AT COST 17,587 23,084
    464288240 ISHARES MSCI ACWI EX AT COST 101,960 101,963
    72346Q104 PINNACLE FINL PARTNE AT COST 819 645
    736508847 PORTLAND GEN ELEC CO AT COST 530 642
    74440Y801 PRUDENTIAL HIGH YIEL AT COST 21,579 21,765
    872540109 TJX COS INC NEW AT COST 1,790 2,148
    955306105 WEST PHARMACEUTICAL AT COST 498 980
    00404A109 ACADIA HEALTHCARE CO AT COST 568 283
    024835100 AMERICAN CAMPUS CMNT AT COST 742 869
    053611109 AVERY DENNISON CORP AT COST 1,491 2,246
    099502106 BOOZ ALLEN HAMILTON AT COST 682 946
    128119880 CALAMOS MARKET NEU I AT COST 36,599 36,525
    15135B101 CENTENE CORP DEL AT COST 1,021 2,191
    192422103 COGNEX CORP AT COST 697 889
    02079K107 ALPHABET INC AT COST 1,453 2,071
    038336103 APTARGROUP INC AT COST 268 376
    06828M876 BARON EMERGING MARKE AT COST 75,613 75,410
    090572207 BIO RAD LABS INC CL AT COST 626 464
    174610105 CITIZENS FINANCIAL G AT COST 1,894 1,546
    29261A100 ENCOMPASS HEALTH COR AT COST 2,630 2,036
    447011107 HUNTSMAN CORP AT COST 2,315 1,505
    576485205 MATADOR RESOURCES CO AT COST 586 342
    665859104 NORTHERN TRUST CORP AT COST 2,395 1,839
    73278L105 POOL CORP AT COST 321 446
    866674104 SUN CMNTYS INC AT COST 515 814
    880208400 TEMPLETON GLOBAL BD AT COST 11,076 10,939
    88224Q107 TEXAS CAP BANCSHARES AT COST 507 511
    90385D107 ULTIMATE SOFTWARE GR AT COST 336 490
    947890109 WEBSTER FINL CORP AT COST 387 542
    258620509 DOUBLELINE EMG MKTS AT COST 11,870 11,270
    40434L105 H P INC AT COST 2,003 2,189
    428291108 HEXCEL CORP NEW COM AT COST 680 573
    747316107 QUAKER CHEM CORP AT COST 562 889
    826919102 SILICON LABORATORIES AT COST 538 552
    957638109 WESTERN ALLIANCE AT COST 944 711
    682189105 ON SEMICONDUCTOR COR AT COST 1,979 1,634
    701877102 PARSLEY ENERGY INC-C AT COST 664 384
    749685103 RPM INTERNATIONAL IN AT COST 966 1,293
    902252105 TYLER TECHNOLOGIES I AT COST 409 929
    91324P102 UNITED HEALTH GROUP AT COST 1,145 2,491
    989207105 ZEBRA TECHNOLOGIES C AT COST 3,404 4,140
    G5005R107 JAMES RIVER GROUP HO AT COST 588 548
    G50871105 JAZZ PHARMACEUTICALS AT COST 315 248
    002824100 ABBOTT LABORATORIES AT COST 2,250 2,893
    03662Q105 ANSYS INC AT COST 228 429
    08579W103 BERRY PLASTICS GROUP AT COST 763 713
    21870Q105 CORESITE REALTY CORP AT COST 570 436
    36555P107 GARDNER DENVER HOLDI AT COST 687 532
    44930G107 ICU MED INC AT COST 275 919
    458140100 INTEL CORPORATION AT COST 1,563 2,253
    666807102 NORTHROP GRUMMAN COR AT COST 851 1,714
    71943U104 PHYSICIANS REALTY TR AT COST 746 609
    741511109 PRICESMART INC AT COST 690 473
    743315103 PROGRESSIVE CORP OHI AT COST 2,562 2,474
    744320102 PRUDENTIAL FINL INC AT COST 1,632 1,549
    78467J100 SS&C TECHNOLOGIES HO AT COST 430 857
    866082100 SUMMIT HOTEL PROPERT AT COST 750 448

    TY 2018 OtherDecreasesSchedule
    Name:
    WILLDA V LANDON CHARITABLE FOUNDATION
    EIN:
    61-6552604
    Description Amount
    MF TIMING DIFFERENCE 314
    ROUNDING 8


    TY 2018 OtherIncomeSchedule2
    Name:
    WILLDA V LANDON CHARITABLE FOUNDATION
    EIN:
    61-6552604
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 836 0  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    WILLDA V LANDON CHARITABLE FOUNDATION
    EIN:
    61-6552604
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 828 828    


    TY 2018 TaxesSchedule
    Name:
    WILLDA V LANDON CHARITABLE FOUNDATION
    EIN:
    61-6552604
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 495 495   0
    FEDERAL TAX PAYMENT - PRIOR YE 341 0   0
    FEDERAL ESTIMATES - PRINCIPAL 428 0   0
    FOREIGN TAXES ON NONQUALIFIED 49 49   0