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
EDWARD & BETHEL KEAN CHARITABLE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)2000 PGA BOULEVARD SUITE 4410
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORTH PALM BEACH, FL33408
A Employer identification number

27-3269010
B Telephone number (see instructions)

(561) 656-0200
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$6,195,922
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... 163,073 163,073  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 155,390
b Gross sales price for all assets on line 6a 386,493
7 Capital gain net income (from Part IV, line 2)... 155,390
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)....... 3,145 3,145  
12 Total. Add lines 1 through 11........ 321,608 321,608  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 35,264      
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 39,687      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 13,908      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 97      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 88,956 0   0
25 Contributions, gifts, grants paid....... 307,475 307,475
26 Total expenses and disbursements. Add lines 24 and 25 396,431 0   307,475
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -74,823
b Net investment income (if negative, enter -0-) 321,608
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............. 24,092 77,793 77,793
2 Savings and temporary cash investments......... 363,677 188,464 188,464
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)....... 2,457,297 Click to see attachment2,474,351 3,433,460
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).......... 2,437,941 Click to see attachment2,467,576 2,496,205
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) 5,283,007 5,208,184 6,195,922
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 5,283,007 5,208,184
30 Total net assets or fund balances (see instructions)..... 5,283,007 5,208,184
31 Total liabilities and net assets/fund balances (see instructions). 5,283,007 5,208,184
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
5,283,007
2
Enter amount from Part I, line 27a .....................
2
-74,823
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,208,184
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
5,208,184
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 .34 CAREMARK CORP P 2018-11-29 2018-12-06
b 1 WELLTOWER INC P 2017-09-28 2018-02-23
c 15 PROLOGIS INC P 2017-07-24 2018-02-26
d 18 ROYAL DUTCH SHELL PLC ADR A P 2017-11-02 2018-05-24
e 21 AT&T P 2018-02-23 2018-11-19
21 FIRST AMERICAN FINANCIAL P 2017-12-19 2018-06-05
21 PRICE T ROWE GROUP INC P 2017-08-22 2018-05-24
28 WYNDAM HOTELS & RESORTS P 2018-06-11 2018-09-17
34 UNUMPROVIDENT CORP COM P 2017-11-13 2018-05-14
36 FIRST AMERICAN FINANCIAL P 2017-12-19 2018-06-04
38 FIRST AMERICAN FINANCIAL P 2017-12-19 2018-05-05
38 UNUMPROVIDENT CORP COM P 2017-11-13 2018-05-11
48 PROLOGIS INC P 2017-07-24 2018-02-23
8 WELLTOWER INC P 2017-09-28 2018-02-23
LONG P 2016-01-01 2018-12-31
(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 26   27 -1
b 53   71 -18
c 918   901 17
d 1,255   1,149 106
e 637   768 -131
1,087   1,198 -111
2,541   1,747 794
1,557   1,738 -181
1,292   1,799 -507
1,863   2,068 -205
1,959   2,168 -209
1,444   2,012 -568
2,939   2,889 50
429   563 -134
286,086   212,005 74,081
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       -1
b       -18
c       17
d       106
e       -131
      -111
      794
      -181
      -507
      -205
      -209
      -568
      50
      -134
      74,081
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 2 155,390
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 -1,098
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 250,300 6,564,843 0.038127
2016 357,630 6,299,928 0.056767
2015 405,084 6,756,092 0.059958
2014 444,283 7,001,083 0.063459
2013 458,525 6,732,563 0.068106
2
Total of line 1, column (d) .....................
2
0.286417
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
0.057283
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
6,744,802
5
Multiply line 4 by line 3......................
5
386,362
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,216
7
Add lines 5 and 6........................
7
389,578
8
Enter qualifying distributions from Part XII, line 4,.............
8
307,475
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 6,432
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 6,432
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 6,432
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 8,320
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 8,320
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,888
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 1,888
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)
    bulletDE, FL
    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 addressbulletNONE
    14
    The books are in care ofbulletRANDELL C DOANE Telephone no.bullet (561) 656-0200

    Located atbullet2000 PGA BLVD SUITE 4410NORTH PALM BEACHFL ZIP+4bullet33408
    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
    REBECCA G DOANE CHAIRMAN
    1.00
    0 0 0
    2000 PGA BOULEVARD SUITE 4410
    NORTH PALM BEACH,FL33408
    RANDELL C DOANE TREASURER/SE
    1.00
    0 0 0
    2000 PGA BOULEVARD SUITE 4410
    NORTH PALM BEACH,FL33408
    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
    6,544,435
    b
    Average of monthly cash balances.......................
    1b
    303,080
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,847,515
    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
    6,847,515
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    102,713
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,744,802
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    337,240
    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
    337,240
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,432
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,432
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    330,808
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    330,808
    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
    330,808
    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
    307,475
    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
    307,475
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    307,475
    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 7 330,808
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 14,052
    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$ 307,475
    a Applied to 2017, but not more than line 2a 14,052
    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..... 293,423
    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 ..........
    37,385
    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 e-mail address of the person to whom applications should be addressed:
    RANDELL C DOANE
    2000 PGA BOULEVARD SUITE 4410
    NORTH PALM BEACH,FL33408
    (561) 656-0200
    RCDOANE@DOANELAW.COM
    bThe form in which applications should be submitted and information and materials they should include:
    A LETTER OR PROPOSAL INCLUDING PURPOSE OF ORGANIZATION PURPOSE FOR WHICH FUNDS ARE TO BE APPLIED, AND ORGANIZATION'S TAX EXEMPT STATUS.
    cAny submission deadlines:
    NONE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE.
    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
    AA MDS INTERNATIONAL FOUN
    4330 EAST WEST HIGHWAY S
    BETHESDA,MD20814
    NONE 501(C)(3) PROVIDES SUPPORT TO FAMILIES AND PAT 20,000
    AMERICAN HEART ASSOCIATIO
    2300 CENTREPARK WEST DRIV
    WEST PALM BEACH,FL33409
    NONE NON PROFIT SUPPORT RESEARCH 22,500
    CANCER ALLIANCE OF HELP A
    208 NORTH US HIGHWAY 1
    TEQUESTA,FL33469
    NONE 501(C)(3) PROVIDES SUPPORT AND SERVICES TO LOC 11,000
    RONALD MCDONALD HOUSE
    8948 WEST WATERTOWN
    MILWAUKEE,WI53226
    NONE 501(C) HEALTH AND WELL BEING OF CHILDREN 15,000
    GIRL SCOTS OF SOUTHEAST FLORIDA
    1224 WEST INDIANTOWN ROAD
    JUPITER,FL33458
    NONE 501(C) BUILD GIRLS COURAGE, CONFIDENCE 1,000
    UNIVERSITY OF NOTRE DAME
    1050 CROWN POINTE PARKWA
    ATLANTA,GA30338
    NONE 501(C) EDUCATIONAL 60,000
    DIOCESE OF PALM BEACH
    9995 NORTH MILITARY TRIAL
    PALM BEACH GARDENS,FL33410
    NONE CHURCH RELIGIOUS, CHARITABLE, EDUCATIONAL 5,000
    HOW
    360 CYPRESS DRIVE
    JUPITER,FL33469
    NONE 501(C) OVARIAN CANCER RESEARCH 2,000
    MOUNTS BOTANICAL GARDENS
    559 NORTH MILITARY TRAIL
    WEST PALM BEACH,FL33415
    NONE 501(C) EDUCATIONAL 12,500
    SOVEREIGN ORDER OF ST JOHN OF JERU
    2811 VILLAGE BLVD 301
    WEST PALM BEACH,FL33409
    NONE 501(C) RELIGIOUS EDUCATION 10,500
    KIJANA EDUCATIONAL EMPOWERMENT
    516 GULF ROAD
    NORTH PALM BEACH,FL33408
    NONE 501(C) EDUCATIONAL PURPOSES 1,000
    HANLEY FOUNDATION
    700 SOUTH DIXIE HWY 103
    WEST PALM BEACH,FL33401
    NONE 501(C) SUBSTANCE ABUSE, 5,000
    OUR LADY OF FLORIDA SPIRITUAL
    1300 US HIGHWAY ONE
    NORTH PALM BEACH,FL33408
    NONE 501(C) COMMUNITY SERVICE 1,000
    KIWANIS CLUB OF WEST PALM BEACH
    150 AUSTRALIAN AVE
    WEST PALM BEACH,FL33406
    NONE 501(C) SERVICE TO CHILDREN 1,000
    MAX PLANK FLORIDA FOUNDATION
    1 MAX PLANCK WAY
    JUPITER,FL33458
    NONE FL NON-PROFI SCIENTIFIC RESEARCH 2,500
    UNIVERSITY OF WASHINGTON
    PO BOX 358045
    SEATTLE,WA98195
    NONE PUBLIC UNVER MEDICAL RESEARCH 2,500
    AMERICAN HUMANE ASS
    241 BRADLEY PLACE SUITE
    PALM BEACH,FL33480
    NONE 501(C) SAFETY AND WELFARE OF ANIMALS 1,000
    ALZHEIMER COMMUNITY CARE
    800 NORTHPOINT PARKWAY
    STE 101-B
    WEST PALM BEACH,FL33407
    NONE 501(C) PATIENT CARE 2,500
    SOMERSET COTTAGE POODLE SERVICES
    14308A CANALVIEW DR
    DELRAY BEACH,FL33484
    NONE   ANIMAL CARE AND WELFARE 100
    BENZAITEN CENTER FOR CREATIVE ARTS
    1105 2ND AVENUE SOUTH
    LAKE WORTH,FL33460
    NONE 501(C) ARTS FOR ADULTS AND CHILDREN 10,000
    ST JUDE CHRILDREN'S RESEARCH
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105
    NONE 501(C) CHILDREN'S MEDICAL RESEARCH 1,000
    THE COMMUNITY FOUNDATION
    700 SOUTH DIXIE HIGHWAY
    SUITE 200
    WEST PALM BEACH,FL33401
    NONE 501(C) WOMEN'S PHILANTHROPY 1,100
    WOMEN'S CHAMBER OF COMMERCE
    400 HIBISCUS STREET
    WEST PALM BEACH,FL33401
    NONE 501(C) SCHOLARSHIPS FOR WOMEN 500
    PALM BEACH OPERA
    1800 SOUTH AUSTRALIAN
    SUITE 301
    WEST PALM BEACH,FL33409
    NONE 501(C) MUSIC EDUCATION 20,000
    STOP CHILDREN'S CANCER
    400 HIBISCUS STREET
    WEST PALM BEACH,FL33401
    NONE 501(C) MEDICAL RESEARCH 1,500
    INTERNATIONAL SOCIETY OF PALM BEACH
    44 COCOANUT ROW M207
    PALM BEACH,FL33480
    NONE 501(C) CHARITABLE PURPOSES 5,000
    BRAIN ANEURYSM FOUNDATION
    269 HANOVER STREET
    BUILDING 3
    HANOVER,MA02339
    NONE 501(C) RESEARCH 1,000
    BALLET PALM BEACH
    10357 IRONWOOD ROAD
    PALM BEACH GARDENS,FL33410
    NONE 501(C) PRESERVING THE ART OF BALLET 10,000
    HENRY MORRISON FLAGLER MUSEUM
    1 WHITEHALL WAY
    PALM BEACH,FL33480
    NONE   HISTORICAL PRESERVATION 5,000
    RAYMOND F KRAVIS CENTER
    701 OKEECHOBEE BLVD
    WEST PALM BEACH,FL33401
    NONE   PERFORMING ARTS 10,000
    SOCIETY OF THE FOUR ARTS
    100 FOUR ARTS PLAZA
    PALM BEACH,FL33480
    NONE   ART AND CULTURAL PURPOSES 10,000
    GATEWAY FOR CANCER RESEARCH
    5900 BROKEN SOUND PARKWAY
    BOCA RATON,FL33487
    NONE   CANCER REEARCH 15,000
    ST MARK'S EPISCOPAL CHRUCH
    3395 BURNS ROAD
    PALM BEACH GARDENS,FL33410
    NONE   RELIGIOUS PURPOSES 275
    LEGA AID SOCIETY OF PALM BEACH
    423 FERN STREET
    SUITE 200
    WEST PALM BEACH,FL33401
    NONE   DONATE LEGAL SERVICES 5,000
    PEGGY ADAMS ANIMAL RESCUE LEAGUE
    3100 MILITARY TRIAL
    WEST PALM BEACH,FL33409
    NONE   ANIMAL WELFARE 2,500
    PALM BEACH COUNTY BAR ASSOC
    1507 BELVEDERE ROAD
    WEST PALM BEACH,FL33406
    NONE   ENHANCE LEGAL AWARENESS 2,500
    SALVATION ARMY OF PALM BEACH
    2122 PALM BEACH LAKES BLV
    WEST PALM BEACH,FL33409
    NONE   SERVICE THE POOR 5,000
    CHILDREN'S HOSPITAL OF WISCONSIN
    PO BOX 1997 MS 3050
    MILWAUKEE,WI53201
    NONE   RESEARCH AND CARE OF CHILDREN 1,000
    ACLU FOUNDATION
    4343 WEST FAGLER STREET
    MIAMI,FL33134
    NONE   PUBLIC EDUCATION 25,000
    Total .................................bullet 3a 307,475
    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....     14 163,073  
    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 ............
            155,390
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aROYALTIES - EQT
            2,957
    bOTHER INCOME         188
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   163,073 158,535
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    321,608
    (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 InvestmentsCorpStockSchedule
    Name:
    EDWARD & BETHEL KEAN CHARITABLE
     
    FOUNDATION
    EIN:
    27-3269010
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES - STOCKS    
    ROYAL CARIBBEAN CRUISES LTD (RCL 50,407 40,778
    BURLINGTON STORES INC (BURL) 32,136 61,326
    CARNIVAL CORP (CCL) 6,271 6,409
    HOME DEPOT INC (HD) 17,405 67,010
    HOME DEPOT INC (HD) 1,493 6,873
    KOHLS CORP (KSS) 5,052 5,307
    MCDONALD'S CORP (MCD) 56,570 63,037
    MCDONALD'S CORP (MCD) 4,553 6,570
    MOHAWK IN OS INC (MHK) 29,058 16,959
    WYNDHAM DESTINATIONS INC (WYND) 17,931 18,637
    WYNDHAM HOTELS & RESORTS I (WH) 23,452 23,592
    ALTRIA GROUP INC IMO 3,358 3,210
    COLGATE-PALMOLIVE CO (CL) 38,718 54,758
    KEUR1G DR PEPPER INC (KDP) 39,585 13,333
    KIMBERLY-CLARK CORP (KMBI 5,828 5,013
    KRAFT HEINZ CO/THE (KI-IC 52,144 25,566
    PEPSICO INC (PEP 50,659 55,019
    PEPSICO INC (PEP 6,006 7,844
    PROCTER & GAMBLE CO (PG 43,524 66,182
    PROCTER & GAMBLE CO (PG) 7,234 7,170
    CHEVRON CORPORATION ICVX1 36,640 43,516
    CHEVRON CORPORATION ICVX) 4,653 4,025
    CONQCOPHILLIPS (COP) 5,607 5,050
    EXXON MOBIL CORP (XOM 50,106 47,733
    OCCIDENTAL PETROLEUM CORP LOXY) 4,472 3,621
    ROYAL DUTCH SHELL PLC IRDSA) 9,000 8,216
    SCHLUMBERGER LTD (SLB) 58,164 20,926
    SUNCOR ENERGY INC (SU 4,079 3,496
    TOTAL S A TOT) 7,468 8,140
    TRANSCANADA CORP (HOLDING CO) IT 8,804 6,676
    VALERO ENERGY CORP IVLOJ 30,560 34,861
    AMERIPRISE FINANCIAL INC (AMP) 4,428 3,548
    BB&T CORP IBBT) 4,929 3,942
    BANK OF AMERICA CORP (BAC 9,235 9,536
    BANK NEW YORK MELLON CORP COM 28,366 33,561
    BERKSHIRE HATHAWAY INC (BRKB) 46,659 65,338
    CITIZENS FINANCIAL GROUP (CFG1 54,396 45,754
    CULLEN FROST BANKERS INC (CFR) 3,670 3,430
    HUNTINGTON BANCSHARES INC (HBANJ 5,339 6,329
    JPMORGAN CHASE & CO LJPM) 41,827 111,287
    JPMORGAN CHASE & CO IJPMI 4,989 13,276
    MORGAN STANLEY (MSI 45,796 39,729
    MORGAN STANLEY (MS 3,279 4,084
    NASDAQ INC (NDAQ) 3,756 3,507
    PRICE T ROWE GROUP INC (TROW) 5,184 6,278
    PRUDENTIAL FINANCIAL, INC. PRU) 7,986 6,361
    S&P GLOBAL INC ISM 49,135 71,035
    SUNTRUST BANKS INC (STI) 46,753 54,526
    SUNTRUST BANKS INC (STI) 7,120 7,768
    SYNOVUS FINANCIAL CORP SNVI 5,174 2,975
    US BANCORP DEL IUSB 3,613 6,444
    WELLS FARGO & COMPANY (WPC) 40,825 57,600
    ZIONS BANCORPORATION NA. (ZION) 4,666 3,911
    ABBOTT LABORATORIES INC IABT) 33,129 56,056
    ABBOTT LABORATORIES INC (ABT) 3,012 5,425
    ABBVIE INC (ABBV) 3,728 4,794
    AGILENT TECHNOLOGIES (IPOI (AL 37,327 39,464
    AMGEN INC (AMGN) 27,335 77,868
    AMGEN INC FAMGN) 5,329 7,981
    BRISTOL MYERS SQUIBB CO IBMY) 27,800 51,980
    BRISTOL MYERS SQUIBB CO IBMY) 3,834 3,950
    CVS HEALTH CORPORATION ICVS) 23,759 16,446
    JOHNSON & JOHNSON (JNJ) 38,064 77,430
    JOHNSON & JOHNSON (JNJ) 3,665 5,033
    LILLY ELI & CO ILLY) 3,884 4,050
    MERCK & CO INC IMRK) 18,944 46,610
    MERCK & CO INC IMRK 7,012 10,392
    PFIZER INC (PFE) 35,393 87,300
    PFIZER INC (PFE) 6,583 11,305
    UNITEDHEALTH GROUP INC IUNH) 3,369 3,488
    INGERSOLL-RAND PLC (IR) 30,859 41,692
    BOEING CO IBA) 3,855 4,192
    CATERPILLAR INC (CAT) 4,052 3,050
    GENERAL DYNAMICS CORP (GO) 42,937 46,849
    HONEYWELL INTL INC (HON) 33,060 44,921
    HONEYWELL INTL INC (HON1 5,002 7,002
    ILLINOIS TOOL WORKS INC (ITW) 40,873 45,355
    LOCKHEED MARTIN CORP (LMT) 3,428 4,713
    NORFOLK SOUTHERN CORP INSCI 3,562 3,439
    NORTHROP GRUMMAN CORPORATION (NM) 42,450 66,123
    PARKER HANNIFIN CORP (PH) 41,076 38,329
    RAYTHEON COMPANY ERIN) 37,224 31,437
    UNITED TECHNOLOGIES CORP (UTX) 36,265 55,370
    WASTE MANAGEMENT INC (WM) 3,959 3,916
    ANALOG DEVICES INC IADI) 36,068 37,594
    APPLE INC (AAPL) 89,052 242,920
    APPLE INC (AAPL) 1,651 3,786
    APPLIED MATERIALS INC (AMAT) 23,561 29,466
    BROADCOM INC LAVG0) 4,175 4,068
    CISCO SYSTEMS INC ICSCO) 18,757 38,564
    CISCO SYSTEMS INC (CSCO1 6,565 13,866
    INTEL CORP UNTO 16,753 37,873
    INTEL CORP IINTC) 2,344 4,787
    MICROSOFT CORP (MSFT) 19,449 65,005
    PAYC HEX INC (PAYX1 3,134 3,779
    TEXAS INSTRUMENTS INC ITXN) 48,960 70,592
    TEXAS INSTRUMENTS INC ITXN 4,145 6,804
    VISA INC IV) 19,613 63,331
    LYONDELLBASELL INDUSTRIES N.V. IL 4,283 3,160
    AIR PRODUCTS & CHEMICALS INC (A 4,586 5,282
    CELANESE CORP ICE) 5,772 4,948
    DOWDUPONT INC (DWDP) 48,157 39,843
    PPG INDUSTRIES INC PPG) 17,444 51,115
    ESSEX PPTY TR INC ESS 4,071 4,414
    EXTRA SPACE STORAGE INC (EXR) 3,488 5,429
    SIMON PROPERTY GROUP INC SPGI 3,956 4,032
    AT&T INC T1 36,825 31,394
    ALPHABET INC/CA-CL A EGOOGL) 13,128 52,248
    CBS CORP CLASS B WI CBS) 36,403 25,664
    COMCAST CORPORATION CL A CMCSA1 30,554 66,738
    COMCAST CORPORATION CL A CMCSA) 7,549 6,844
    DISNEY WALT CO DS) 43,505 80,045
    FACEBOOK INC (FB 79,445 85,602
    OMNICOM GROUP (0MC) 4,383 3,955
    VERIZON COMMUNICATIONS INC IVZ) 6,122 6,746
    AMERICAN ELECTRIC POWER INC (AEP 3,218 4,185
    AMERICAN WATER WORKS CO INC IAW 36,797 40,937
    AMERICAN WATER WORKS CO INC IAW 3,890 5,809
    DUKE ENERGY HOLDING CORP (DUK) 3,687 3,538
    NEXTERA ENERGY INC INEE 2,838 6,779
    WEC ENERGY GROUP INC (WEC 25,786 57,901
    XCEL ENERGY INC (XEL1 4,028 5,814
    GARRETT MOTION INC-WI IGTX3 363 420
    RESIDED TECHNOLOGIES INC-W/I 1REZ 1,015 1,151

    TY 2018 InvestmentsOtherSchedule2
    Name:
    EDWARD & BETHEL KEAN CHARITABLE
     
    FOUNDATION
    EIN:
    27-3269010
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED INCOME AT COST    
    MUTUAL FUNDS - EQUITY AT COST    
    SHARES RUSSELL MID-CAP GROWTH ( AT COST 17,325 34,113
    ARTISAN INTERNATIONAL FD-ADV IAPD AT COST 105,385 143,271
    BAIRD AGGREGATE BOND FUND (BAGIX AT COST 275,486 266,285
    BLACKROCK LOW DURATION BOND 1BFM AT COST 124,819 121,351
    DODGE & COX INTERNATIONAL DODFX AT COST 138,796 164,045
    DODGE SI COX INCOME FUND IDODIX AT COST 227,777 221,094
    HARDING LOEVNER INTERNATIONAL (1- AT COST 87,500 78,954
    HARDING LOEVNER11-1LEMX) AT COST 51,930 56,647
    ISHARES SHORT-TERM CORPORATE AT COST 52,784 51,640
    METROPOLITAN WEST UNCONSTRAINED I AT COST 100,560 98,117
    PRINCIPAL MID CAP FUND (PCBIX1 AT COST 89,054 92,883
    ROYCE TOTAL RETURN FUND INV ERY AT COST 108,917 84,304
    SHARES RUSSELL MID-CAP VALUE IIW AT COST 29,060 30,540
    T ROWE PRICE NEW HORIZONS FD I AT COST 105,451 131,482
    T ROWE PRICE SHORT TERM BOND E AT COST 163,210 157,065
    VANGUARD FTSE EMERGING MARKETS1VV AT COST 18,360 19,050
    VANGUARD INFLATION PROTECTED IVAI AT COST 100,936 87,828
    VANGUARD INTERNATIONAL VALUE (VTR AT COST 80,000 82,440
    VANGUARD INTM TERM INVESTMENT IV AT COST 204,741 195,633
    VANGUARD REAL ESTATE NNW AT COST 56,751 67,113
    VANGUARD TOTAL BD MKT INCX 584 AT COST 328,734 312,350

    TY 2018 LegalFeesSchedule
    Name:
    EDWARD & BETHEL KEAN CHARITABLE
     
    FOUNDATION
    EIN:
    27-3269010
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DOANE & DOANE, P. A. 35,264      


    TY 2018 OtherExpensesSchedule
    Name:
    EDWARD & BETHEL KEAN CHARITABLE
     
    FOUNDATION
    EIN:
    27-3269010
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK SERVICE CHARGES 59      
    OTHER COSTS 38      


    TY 2018 OtherIncomeSchedule2
    Name:
    EDWARD & BETHEL KEAN CHARITABLE
     
    FOUNDATION
    EIN:
    27-3269010
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTIES - EQT 2,957 2,957  
    OTHER INCOME 188 188  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    EDWARD & BETHEL KEAN CHARITABLE
     
    FOUNDATION
    EIN:
    27-3269010
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PNC MANAGEMENT FEES 39,281      
    CORPORATION SERVICE COMPANY 406      


    TY 2018 TaxesSchedule
    Name:
    EDWARD & BETHEL KEAN CHARITABLE
     
    FOUNDATION
    EIN:
    27-3269010
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2017 INCOME TAXES 5,071      
    2018 INCOME TAXES 8,320      
    FOREIGN TAXES 517