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
ROBERT W & MAXINE C PARKER
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)7660 WITT ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALPENA, MI49707
A Employer identification number

38-2795440
B Telephone number (see instructions)

(517) 304-6144
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,549,247J 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 2,013 2,013  
4 Dividends and interest from securities... 89,390 89,390  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 208,769
b Gross sales price for all assets on line 6a 1,106,526
7 Capital gain net income (from Part IV, line 2)... 192,191
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 150 150  
12 Total. Add lines 1 through 11........ 300,322 283,744  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,000     18,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 1,975     1,975
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,890 2,870   20
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 299 299    
23 Other expenses (attach schedule)....... Click to see attachment 4,855 3,355   1,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,019 6,524   21,495
25 Contributions, gifts, grants paid....... 163,000 163,000
26 Total expenses and disbursements. Add lines 24 and 25 191,019 6,524   184,495
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 109,303
b Net investment income (if negative, enter -0-) 277,220
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......... 86,469 276,238 276,238
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,538,070 Click to see attachment1,458,451 3,273,009
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,624,539 1,734,689 3,549,247
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) Click to see attachment135 Click to see attachment982
23 Total liabilities (add lines 17 through 22)......... 135 982
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 3,175,976 3,175,976
28 Paid-in or capital surplus, or land, bldg., and equipment fund 300,287 300,287
29 Retained earnings, accumulated income, endowment, or other funds -1,851,859 -1,742,556
30 Total net assets or fund balances (see instructions)..... 1,624,404 1,733,707
31 Total liabilities and net assets/fund balances (see instructions). 1,624,539 1,734,689
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,624,404
2
Enter amount from Part I, line 27a .....................
2
109,303
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,733,707
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,733,707
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 STATE BANK OF INDIA CD P 2018-01-12 2018-04-23
b ISHARES RUSSELL 2000 ETF P 2015-07-11 2018-10-26
c BOEING CO P 2014-09-10 2018-01-12
d PFIZER INC, PFE P 2017-08-07 2018-03-23
e HONEYWELL INTERNATIONAL P 2013-12-10 2018-01-12
SPDR S&P ETF TRUST P 2018-07-30 2018-11-20
INTEL CORP P 2013-12-10 2018-01-12
SPDR SER TR S&P 600 SMALL CAP ETF P 2018-07-30 2018-10-26
MICROSOFT CORP P 2012-05-23 2018-01-12
CHEVRON COPR NEW COM P 2016-04-14 2018-03-23
QUALCOMM INC P 2015-02-05 2018-01-12
HUNTINGTON INGALLS INDS INC COM P 2017-01-27 2018-08-29
THE SOUTHERN COMPANY P 2013-12-10 2018-01-12
ISHARES RUSSELL 3000 ETF P 2016-09-19 2018-03-23
KIMBERLY-CLARK CORP P 2003-08-21 2018-01-12
KRANESHARES TR BOSERA MSCI P 2017-02-23 2018-08-29
NEXTERA ENERGY INC P 2013-08-21 2018-01-12
MONSANTO CO COM P 2015-12-07 2018-06-07
RESIDEO TECHS INC P 2013-12-10 2018-11-01
NUVEEN NASDAQ 100 DYNAMIC OVER P 2017-02-03 2018-03-23
DENBURY RES INC CEL COM P 2018-08-01 2018-11-20
SELECT SECTOR SPDT TR ENERGY P 2017-11-07 2018-11-20
GRANITE PT MTG TR INC COM P 2017-11-02 2018-03-12
SPDR SER S&P DIVID ETF P 2016-09-19 2018-03-23
INVESCO EXCHANGE TRADED FD TR P 2018-02-12 2018-10-26
TWO HBRS INVT CORP P 2017-02-23 2018-03-12
INVESCO EXCHNG TRADED FD TR II P 2018-07-11 2018-10-26
VANGUARD INTL EQUITYINDEX P 2016-09-19 2018-08-29
ISHARES MSCI SOUTH KOREA ETF P 2018-07-11 2018-08-29
WISDOM TREE TR EMERGING MKTS P 2017-02-23 2018-08-29
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 50,000   50,000  
b 29,314   33,519 -4,205
c 66,216   25,933 40,283
d 21,135   20,031 1,104
e 23,498   13,352 10,146
53,288   56,204 -2,916
12,657   7,577 5,080
32,917   37,138 -4,221
53,032   17,467 35,565
57,414   48,997 8,417
19,258   19,884 -626
24,728   19,257 5,471
33,204   30,981 2,223
42,186   34,437 7,749
33,281   14,554 18,727
14,085   14,523 -438
59,635   12,744 46,891
64,000   48,373 15,627
7   5 2
24,564   19,071 5,493
1,127   2,228 -1,101
26,364   28,153 -1,789
2,461   2,667 -206
31,533   29,158 2,375
21,360   23,904 -2,544
11,729   11,319 410
23,771   25,897 -2,126
28,938   24,597 4,341
26,819   26,265 554
22,012   20,450 1,562
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        
b       -4,205
c       40,283
d       1,104
e       10,146
      -2,916
      5,080
      -4,221
      35,565
      8,417
      -626
      5,471
      2,223
      7,749
      18,727
      -438
      46,891
      15,627
      2
      5,493
      -1,101
      -1,789
      -206
      2,375
      -2,544
      410
      -2,126
      4,341
      554
      1,562
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 2 192,191
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 -11,456
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 170,956 3,513,890 0.048651
2016 155,263 3,260,542 0.047619
2015 161,154 3,151,065 0.051143
2014 149,060 3,265,162 0.045652
2013 137,612 3,014,871 0.045644
2
Total of line 1, column (d) .....................
2
0.238709
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
0.047742
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,707,519
5
Multiply line 4 by line 3......................
5
177,004
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,772
7
Add lines 5 and 6........................
7
179,776
8
Enter qualifying distributions from Part XII, line 4,.............
8
184,495
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 2,772
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,772
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,772
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,800
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 10
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 982
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 taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    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 ofbulletT GILBERT PARKER Telephone no.bullet (517) 304-6144

    Located atbullet7660 WITT ROADALPENAMI ZIP+4bullet49707
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ANDREW D PARKER PRES/TRUSTEE
    000.00     		6,000 0 0
    625 EAGER RD
    HOWELL,MI48843
    T GILBERT PARKER SEC/TREAS/TR
    000.00     		6,000 0 0
    7660 WITT ROAD
    ALPENA,MI49707
    DONALD S PARKER VICE PRES/TR
    000.00     		6,000 0 0
    704 E GRAND RIVER AVE
    HOWELL,MI48844
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,391,016
    b
    Average of monthly cash balances.......................
    1b
    372,963
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,763,979
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,763,979
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    56,460
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,707,519
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    185,376
    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
    185,376
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,772
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,772
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    182,604
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    182,604
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    182,604
    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
    184,495
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    184,495
    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
    2,772
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    181,723
    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 7 182,604
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 162,057
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 184,495
    a Applied to 2017, but not more than line 2a 162,057
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 22,438
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		160,166
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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
    CORNERSTONE SCHOOL ASSOCIATION
    9455 HILTON RD
    BRIGHTON,MI48114     		  501(C)(3) EDUCATIONAL 5,000
    FAMILY IMPACT CENTER
    735 GRAND AVE
    FOWLERVILLE,MI48836     		  501(C)(3) HUMANITARIAN 20,000
    FIRST PRESBYTERIAN CHURCH OF HOWELL
    323 W GRAND RIVER AVE
    HOWELL,MI488432145     		  501(C)(3) RELIGIOUS 25,000
    HOWELL AMERICAN LEGION
    3265 W GRAND RIVER AVE
    HOWELL,MI48855     		  501(C)(19) VETERANS' ORGANIZATIONS 1,500
    HOWELL CONFERENCE AND NATURE CTR
    1005 TRIANGLE LAKE RD
    HOWELL,MI48843     		  501(C)(3) EDUCATIONAL 15,000
    HOWELL SENIOR CENTER
    925 W GRAND RIVER AVE
    HOWELL,MI48843     		  501(C)(3) HUMANITARIAN 6,000
    LIVINGSTON ARTS COUNCIL
    123 GRAND RIVER AVE
    HOWELL,MI48844     		  501(C)(3) EDUCATIONAL 17,000
    LIVINGSTON COUNTY CATHOLIC
    CHARITIES BE OUR GUEST
    2020 E GRAND RIVER SUITE
    104
    HOWELL,MI48843     		  501(C)(3) HUMANITARIAN 10,000
    LIVINGSTON NUTRITION PROGRAM
    MEALS ON WHEELS
    9525 HIGHLAND RD
    HOWELL,MI48843     		  501(C)(3) HUMANITARIAN 20,000
    LOVE INC
    820 E GRAND RIVER AVE
    HOWELL,MI48843     		  501(C)(3) RELIGIOUS 4,000
    MICHIGAN MASONIC CHARITABLE FDN
    1200 WRIGHT AVE
    ALMA,MI48801     		  501(C)(3) HUMANITARIAN 5,000
    SHRINERS HOSPITALS FOR CHILDREN
    3229 BURNET AVE
    CINCINNATI,OH452293095     		  501(C)(3) HUMANITARIAN 5,000
    THE ARC OF LIVINGSTON
    2980 DORR RD
    BRIGHTON,MI48116     		  501(C)(3) EDUCATIONAL 5,000
    HOWELL AREA HISTORICAL SOCIETY
    128 WETMORE STREET
    HOWELL,MI48843     		  501(C)(3) EDUCATIONAL 10,000
    HOWELL CHAMBER
    ZEMP LEGACY FUND
    123 GRAND RIVER AVE
    HOWELL,MI48843     		  501(C)(3) EDUCATIONAL 12,000
    HOWELL PUBLIC SCHOOLS
    INNOVATION ACADEMY
    861 EAST SIBLEY STREET
    HOWELL,MI48843     		  501(C)(3) EDUCATIONAL 2,500
    Total .................................bullet 3a 163,000
    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 ...........     		    14 2,013  
    4 Dividends and interest from securities....     14 89,390  
    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.....     14 150  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 343 208,426
    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)..   91,896 208,426
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    300,322
    (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

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    ROBERT W & MAXINE C PARKER
     
    FOUNDATION INC
    EIN:
    38-2795440
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    RESIDEO TECHS INC 2013-12 PURCHASE 2018-11   7 5     2  
    GS BK USA 2018-01 PURCHASE 2018-10   50,000 50,000        
    ST BK INDIA 2018-01 PURCHASE 2018-07   50,000 50,000        
    INVESCO QQQ TR UNIT SER 1 2016-09 PURCHASE 2018-11   32,181 23,493     8,688  
    ISHARES MSCI EMERGING MARKETS ETF 2017-07 PURCHASE 2018-08   26,222 26,231     -9  
    PJT PARTNERS INC COMCL A 2012-11 PURCHASE 2018-03   2,479 485     1,994  
    POWERSHARES EXCHANGETRADED FDS TST H 2016-04 PURCHASE 2018-03   34,761 28,858     5,903  

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ROBERT W & MAXINE C PARKER
     
    FOUNDATION INC
    EIN:
    38-2795440
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC. 25,412 36,876
    ACCENTURE PLC CLS A USD 33,761 28,202
    ALPS ETF TRUST MEDICAL 12,870 14,070
    APPLE INC 74,111 157,740
    ASCENA RETAIL GROUP INC COM 1,858 1,255
    AT & T INC. 63,430 57,080
    BANK OF THE WEST 50,000 50,000
    BERKSHIRE HATHAWAY INC 37,781 61,254
    BLACKSTONE GROUP 10,835 29,810
    BOEING CO 38,900 96,750
    CHEVRON CORP    
    CISCO SYS INC COM 15,867 21,665
    COLGATE PALMOLIVE CO 36,347 71,424
    DISNEY WALT CO 35,567 32,895
    DISNEY WALT CO (FIDELITY) 28,779 27,412
    DOWDUPONT INC COM 23,113 21,392
    EXXON MOBIL CORP. 84,389 409,140
    GARRETT MOTION INC 192 247
    GRANITE PT MTG TR INC COM    
    HANESBRANDS INC 23,286 12,530
    HONEYWELL INTERNATIONAL 17,097 26,424
    HUNTINGTON INGALLSINDS INC    
    INTEL CORP 7,577 14,079
    INVESCO EXCHANGE TRADED FD TR HIG YL 35,765 31,680
    INVESCO EXCHANGE TRADED FD TR S&P500 29,537 26,630
    ISHARES INTL SELECT DIV ETF 39,884 34,452
    ISHARES MSCI EMERGING MKTS    
    ISHARES NORTH AMERICAN TECH ETF 41,673 51,513
    ISHARES RUSSELL 3000    
    JOHNSON & JOHNSON 49,852 129,050
    JOHNSON & JOHNSON (FIDELITY) 29,065 25,810
    KIMBERLY CLARK CORP. 24,257 56,970
    KRAFT HEINZ CO 23,088 17,216
    KRANESHARESTR BOSERA MSCI CHINA    
    MCDONALDS CORP 34,037 35,514
    MICROSOFT CORP. 40,757 142,198
    MICROSOFT CORP. (FIDELITY) 25,368 40,628
    MONSANTO CO NEW    
    NEXTERA ENERGY INC. 50,972 278,112
    NUVEEN NASDAQ 100 DYNAMIC OVER COM    
    PEPSICO INC 14,635 13,810
    PFIZER INC    
    PJT PARTNERS INC (FIDELITY)    
    PLAINS ALL AMERN PIPELINE L P UNIT 12,490 10,020
    POWERSHARES EXCHANGE TRADED FD    
    POWERSHARES QQQ TR UNIT    
    PROCTOR & GAMBLE 31,895 34,470
    QUALCOMM INC 16,779 17,073
    QUEST DIAGNOSTICS INC 17,685 16,654
    RESIDEO TECHNOLOGIES INC 509 678
    SELECT SECTOR SPDR TR ENERGY    
    SELECT SECTOR SPDT TR HEALTH CARE 36,945 34,604
    SPDR SER TR    
    THE SOUTHERN COMPANY    
    TWO HBRS INVT CORP COM NEW    
    UGI CORP 39,168 480,150
    UNION PACIFIC CORP 40,371 51,836
    VANGUARD INTL EQUITY    
    VANGUARD REAL ESTATE ETF 25,076 22,371
    VECTREN CORP 78,788 422,019
    VERIZON COMMUNICATIONS 83,095 112,440
    VERIZON COMMUNICATIONS (FIDELITY) 15,588 16,866
    WISDOMTREE TR EMERGING MKTS HIGH    

    TY 2018 OtherAssetsSchedule
    Name:
    ROBERT W & MAXINE C PARKER
     
    FOUNDATION INC
    EIN:
    38-2795440
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID FEDERAL EXCISE TAX      


    TY 2018 OtherExpensesSchedule
    Name:
    ROBERT W & MAXINE C PARKER
     
    FOUNDATION INC
    EIN:
    38-2795440
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    ADMINISTRATIVE SERVICES 1,500     1,500
    TRANSACTION COSTS 333 333    
    BOOK/TAX GAIN DIFFERENCE 3,022 3,022    


    TY 2018 OtherIncomeSchedule2
    Name:
    ROBERT W & MAXINE C PARKER
     
    FOUNDATION INC
    EIN:
    38-2795440
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RETURN OF CAPITAL 150 150  


    TY 2018 OtherLiabilitiesSchedule
    Name:
    ROBERT W & MAXINE C PARKER
     
    FOUNDATION INC
    EIN:
    38-2795440
    Description Beginning of Year - Book Value End of Year - Book Value
    FEDERAL EXCISE TAX PAYABLE 135 982


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    ROBERT W & MAXINE C PARKER
     
    FOUNDATION INC
    EIN:
    38-2795440
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 1,975     1,975


    TY 2018 TaxesSchedule
    Name:
    ROBERT W & MAXINE C PARKER
     
    FOUNDATION INC
    EIN:
    38-2795440
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MI ANNUAL FEE 20     20
    FOREIGN TAXES WITHHELD 88 88    
    FEDERAL EXCISE TAX 2,782 2,782