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
LIFEWORKS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 50276
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN372050276
A Employer identification number

62-1428468
B Telephone number (see instructions)

(615) 269-6663
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$3,175,009J 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 262 262  
4 Dividends and interest from securities... 87,565 87,565  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 150,479
b Gross sales price for all assets on line 6a 1,779,612
7 Capital gain net income (from Part IV, line 2)... 150,479
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 238,306 238,306  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,625 20,313   20,312
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 1,117 558   559
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 30,419 15,209   15,210
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,627 5,073   1,554
19 Depreciation (attach schedule) and depletion... Click to see attachment 446 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 48,628 40,409   8,224
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 127,862 81,562   45,859
25 Contributions, gifts, grants paid....... 151,500 151,500
26 Total expenses and disbursements. Add lines 24 and 25 279,362 81,562   197,359
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -41,056
b Net investment income (if negative, enter -0-) 156,744
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............. 34,791 54,256 54,256
2 Savings and temporary cash investments......... 150,026 351,975 351,975
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)....... 3,065,357 Click to see attachment2,805,311 2,768,049
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 bullet101,337
Less: accumulated depreciation (attach schedule) bullet100,608 1,175 Click to see attachment729 729
15 Other assets (describe bullet) Click to see attachment3,953 Click to see attachment2,276 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,255,302 3,214,547 3,175,009
Liabilities 17 Accounts payable and accrued expenses.......... 1,102 2,370
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)......... 1,102 2,370
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........ 3,254,200 3,212,177
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 3,254,200 3,212,177
31 Total liabilities and net assets/fund balances (see instructions). 3,255,302 3,214,547
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
3,254,200
2
Enter amount from Part I, line 27a .....................
2
-41,056
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1
4
Add lines 1, 2, and 3 ..........................
4
3,213,145
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
968
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,212,177
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 150 SHS C OF AFLAC INC P 2009-01-20 2018-01-12
b 100 SHS C OF AFLAC INC P 2009-01-20 2018-01-30
c 400 SHS C OF AFLAC INC P 2009-01-20 2018-02-15
d 150 SHS C OF CSX CORP P 2009-08-11 2018-04-19
e 150 SHS C OF CSX CORP P 2009-05-12 2018-10-19
200 SHS C OF CELGENE CORP P 2017-10-27 2018-01-09
100 SHS C OF AMERIPRISE FINL INC P 2018-01-11 2018-01-29
400 SHS C OF AUTOMATIC DATA PROCESSING P 2017-09-20 2018-01-30
250 SHS C OF TJX COMPANIES P 2017-09-12 2018-02-28
100 SHS C OF TJX COMPANIES P 2017-09-13 2018-02-28
70 SHS C OF ALLERGAN PLC P 2018-01-11 2018-03-01
75 SHS C OF GOLDMAN SACHS GROUP INC P 2017-12-29 2018-03-12
200 SHS C OF NUCOR CORP P 2017-06-15 2018-03-19
250 SHS C OF CISCO SYSTEMS INC P 2017-05-02 2018-04-03
50 SHS C OF CISCO SYSTEMS INC P 2017-04-27 2018-04-03
300 SHS C OF CELGENE CORP P 2018-02-28 2018-04-25
150 SHS C OF CITIGROUP INC P 2017-10-13 2018-05-04
250 SHS C OF CITIGROUP INC P 2017-06-09 2018-05-04
100 SHS C OF ANALOG DEVICES INC P 2017-11-30 2018-05-31
400 SHS C OF EMERSON ELEC CO P 2018-02-13 2018-06-08
250 SHS C OF TIME WARNER INC NEW P 2018-04-16 2018-06-15
500 SHS C OF ORACLE CORPORATION P 2017-10-03 2018-06-20
100 SHS C OF UNITED PARCEL SERVICE CL B P 2018-03-06 2018-06-27
200 SHS C OF PROSHARES ULTRA VIX SHORT P 2018-06-27 2018-06-28
0.25 SHS C OF AT&T INC P 2017-08-25 2018-07-05
100 SHS C OF AMERIPRISE FINL INC P 2018-01-09 2018-07-20
100 SHS C OF 3M CO P 2018-04-05 2018-07-23
100 SHS C OF ZIMMER HOLDINGS INC P 2017-08-31 2018-07-27
300 SHS C OF CONAGRA INC P 2018-06-27 2018-07-27
100 SHS C OF AMERIPRISE FINL INC P 2018-01-09 2018-07-30
300 SHS C OF ISHARES MSCI INDIA ETF P 2017-12-08 2018-07-30
400 SHS C OF ANALOG DEVICES INC P 2017-09-18 2018-09-06
75 SHS C OF FEDEX CORP P 2018-06-20 2018-09-14
60 SHS C OF ALLERGAN PLC P 2018-01-09 2018-10-02
30 SHS C OF ALLERGAN PLC P 2018-01-11 2018-10-02
30 SHS C OF PROSHARES ULTRA VIX SHORT-T P 2018-06-08 2018-10-10
30 SHS C OF PROSHARES ULTRA VIX SHORT-T P 2018-06-08 2018-10-11
90 SHS C OF ALLERGAN PLC P 2018-01-09 2018-10-12
500 SHS C OF ABB LTD ADR P 2017-11-01 2018-10-24
150 SHS C OF STARBUCKS CORP P 2018-10-10 2018-10-31
150 SHS C OF STARBUCKS CORP P 2018-10-10 2018-11-02
50 SHS C OF FEDEX CORP P 2018-06-20 2018-11-14
100 SHS C OF ACTIVISION BLIZZARD INC P 2018-11-09 2018-11-20
200 SHS C OF FLUOR CORP P 2018-04-02 2018-12-17
200 SHS C OF BAKER HUGHES A GE COMPANY P 2018-11-14 2018-12-21
100 SHS C OF INTERNATIONAL BUSINESS MAC P 2017-12-26 2018-12-21
100 SHS C OF INTERNATIONAL BUSINESS MAC P 2018-01-03 2018-12-21
100 SHS C OF ELECTRONIC ARTS INC P 2018-11-29 2018-12-21
200 SHS C OF TEVA PHARMACEUTICAL ADR P 2018-10-02 2018-12-21
50 SHS C OF FEDEX CORP P 2018-06-20 2018-12-21
100 SHS C OF ACTIVISION BLIZZARD INC P 2018-11-09 2018-12-26
175 SHS C OF TOYOTA MOTOR CORP P 2013-09-05 2018-01-16
200 SHS C OF MARATHON PETROLEUM CORP P 2017-01-10 2018-01-16
150 SHS C OF INTERNATIONAL BUSINESS MAC P 2015-02-04 2018-01-18
150 SHS C OF MARATHON PETROLEUM CORP P 2016-12-05 2018-01-23
100 SHS C OF GILEAD SCIENCES INC P 2016-07-18 2018-01-29
200 SHS C OF TOYOTA MOTOR CORP P 2013-09-05 2018-02-02
200 SHS C OF BRISTOL MYERS SQUIBB P 2016-08-10 2018-02-05
100 SHS C OF BARRICK GOLD CORP P 2016-06-01 2018-02-09
250 SHS C OF BARRICK GOLD CORP P 2016-07-14 2018-02-09
250 SHS C OF BARRICK GOLD CORP P 2016-07-11 2018-02-09
400 SHS C OF BARRICK GOLD CORP P 2016-08-08 2018-02-09
700 SHS C OF GENERAL ELECTRIC CO P 2015-05-12 2018-02-13
100 SHS C OF APACHE CORP P 2014-12-23 2018-02-15
100 SHS C OF APACHE CORP P 2015-01-08 2018-02-15
400 SHS C OF BARRICK GOLD CORP P 2016-06-01 2018-02-15
50 SHS C OF QUALCOMM CORP P 2016-03-01 2018-02-26
100 SHS C OF QUALCOMM CORP P 2017-01-23 2018-02-26
450 SHS C OF DEVON ENERGY CORP P 2014-12-23 2018-03-02
200 SHS C OF JACOBS ENGINEERING GROUP I P 2011-01-12 2018-03-02
500 SHS C OF INTL PAPER CO P 2015-01-08 2018-03-02
500 SHS C OF HP INC P 2012-01-26 2018-03-06
600 SHS C OF NUCOR CORP P 2017-02-21 2018-03-19
200 SHS C OF INTEL CORP P 2016-11-17 2018-03-22
100 SHS C OF INTEL CORP P 2016-10-19 2018-03-22
300 SHS C OF INTL PAPER CO P 2015-01-08 2018-03-23
150 SHS C OF MARATHON PETROLEUM CORP P 2017-02-10 2018-04-16
15 SHS C OF ALPHABET INC CL A P 2015-04-22 2018-04-23
200 SHS C OF LENNAR CORP P 2016-12-09 2018-04-25
100 SHS C OF CHEVRON CORP P 2016-07-15 2018-04-26
70 SHS C OF APPLE COMPUTER P 2013-04-22 2018-04-30
300 SHS C OF INTL PAPER CO P 2015-01-08 2018-05-01
200 SHS C OF ANADARKO PETROLEUM P 2014-12-23 2018-05-01
200 SHS C OF GILEAD SCIENCES INC P 2016-07-18 2018-05-02
500 SHS C OF BARRICK GOLD CORP P 2016-06-01 2018-05-04
300 SHS C OF WALGREENS BOOTS ALLIANCE I P 2016-07-11 2018-05-31
400 SHS C OF JACOBS ENGINEERING GROUP I P 2011-01-12 2018-06-08
100 SHS C OF ANADARKO PETROLEUM P 2014-12-23 2018-06-22
200 SHS C OF LENNAR CORP P 2016-12-09 2018-06-26
100 SHS C OF PNC FINANCIAL SERVICES GRO P 2017-04-18 2018-06-27
250 SHS C OF INTL PAPER CO P 2016-02-12 2018-06-27
50 SHS C OF APPLE COMPUTER P 2013-04-22 2018-07-05
100 SHS C OF MICROSOFT CORP P 2017-06-12 2018-07-20
10 SHS C OF ALPHABET INC CL A P 2017-06-28 2018-07-24
100 SHS C OF MICROSOFT CORP P 2017-06-12 2018-07-31
200 SHS C OF QUALCOMM CORP P 2016-03-01 2018-08-23
200 SHS C OF CISCO SYSTEMS INC P 2017-04-27 2018-09-06
300 SHS C OF PFIZER INC P 2016-08-24 2018-09-14
100 SHS C OF UNITED TECHNOLOGIES CORP P 2017-08-25 2018-09-21
125 SHS C OF CATERPILLAR INC P 2016-02-12 2018-10-02
300 SHS C OF HP INC P 2012-01-26 2018-10-04
8 SHS C OF LENNAR CORP CL B P 2016-12-12 2018-10-05
300 SHS C OF VERIZON COMMUNICATIONS COR P 2016-06-16 2018-10-05
400 SHS C OF LENNAR CORP P 2016-12-12 2018-10-05
100 SHS C OF LENNAR CORP P 2016-12-09 2018-10-05
750 SHS C OF INTL PAPER CO P 2016-02-12 2018-10-05
10 SHS C OF LENNAR CORP CL B P 2016-12-09 2018-10-05
700 SHS C OF FORD MOTOR CO P 2013-09-18 2018-10-09
50 SHS C OF BRISTOL MYERS SQUIBB P 2016-08-10 2018-10-09
50 SHS C OF BRISTOL MYERS SQUIBB P 2016-08-24 2018-10-09
150 SHS C OF NESTLE SA ADR P 2017-07-28 2018-10-10
250 SHS C OF CHUBB LIMITED P 2013-10-09 2018-10-10
600 SHS C OF FORD MOTOR CO P 2013-09-18 2018-10-12
40 SHS C OF APPLE COMPUTER P 2013-04-22 2018-10-12
175 SHS C OF CATERPILLAR INC P 2016-02-12 2018-10-12
250 SHS C OF PNC FINANCIAL SERVICES GRO P 2016-07-14 2018-10-18
150 SHS C OF CHUBB LIMITED P 2013-10-09 2018-10-18
100 SHS C OF KELLOGG CO P 2017-05-19 2018-10-24
100 SHS C OF KELLOGG CO P 2017-06-16 2018-10-24
2.727 SHS C OF BRIGHTHOUSE FINANCIAL IN P 2016-08-24 2018-10-24
1.273 SHS C OF BRIGHTHOUSE FINANCIAL IN P 2016-08-05 2018-10-24
40 SHS C OF GARRETT MOTION INC P 2017-06-13 2018-10-24
200 SHS C OF KELLOGG CO P 2017-05-19 2018-10-30
150 SHS C OF WALMART INC P 2017-02-28 2018-10-30
200 SHS C OF GENERAL ELECTRIC CO P 2015-05-12 2018-11-09
150 SHS C OF VERIZON COMMUNICATIONS COR P 2016-06-16 2018-11-09
200 SHS C OF FORD MOTOR CO P 2017-06-02 2018-11-12
100 SHS C OF SCHLUMBERGER NV P 2016-07-13 2018-11-14
300 SHS C OF ORACLE CORPORATION P 2017-10-03 2018-11-14
100 SHS C OF WALMART INC P 2016-11-17 2018-11-14
100 SHS C OF CHUBB LIMITED P 2013-10-09 2018-11-19
75 SHS C OF GOLDMAN SACHS GROUP INC P 2017-10-17 2018-11-20
0.667 SHS C OF RESIDEO TECHNOLOGIES INC P 2017-06-13 2018-11-21
75 SHS C OF UNITED TECHNOLOGIES CORP P 2015-01-08 2018-11-23
750 SHS C OF HP INC P 2012-01-26 2018-11-29
50 SHS C OF GOLDMAN SACHS GROUP INC P 2017-10-17 2018-11-30
150 SHS C OF CHUBB LIMITED P 2013-10-09 2018-12-04
400 SHS C OF CHUBB LIMITED P 2013-10-09 2018-12-10
300 SHS C OF APACHE CORP P 2015-01-08 2018-12-14
200 SHS C OF KRAFT HEINZ CO P 2017-09-08 2018-12-14
200 SHS C OF SCHLUMBERGER NV P 2016-07-13 2018-12-21
ADJUSTMENT FOR ROUNDING AND MISC. P 2017-01-01 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 12,621   5,640 6,981
b 8,879   3,760 5,119
c 35,184   15,040 20,144
d 9,141   2,144 6,997
e 10,239   1,392 8,847
21,001   19,222 1,779
17,989   17,784 205
48,144   42,840 5,304
20,851   18,545 2,306
8,340   7,391 949
10,567   12,331 -1,764
20,559   19,133 1,426
13,096   11,111 1,985
10,265   8,535 1,730
2,053   1,692 361
26,747   26,637 110
10,132   10,719 -587
16,886   15,991 895
9,759   8,553 1,206
29,192   27,944 1,248
25,120   24,351 769
21,760   24,423 -2,663
10,941   10,675 266
2,716   2,467 249
8   9 -1
14,007   17,438 -3,431
19,938   21,960 -2,022
12,422   11,428 994
11,142   10,944 198
14,772   17,438 -2,666
10,570   10,526 44
38,573   34,012 4,561
19,106   19,023 83
11,566   10,548 1,018
5,783   5,285 498
1,418   1,551 -133
1,536   1,551 -15
16,458   15,823 635
10,115   13,237 -3,122
8,799   8,507 292
9,760   8,507 1,253
11,204   12,682 -1,478
4,774   5,396 -622
6,590   11,155 -4,565
4,166   4,652 -486
11,231   15,383 -4,152
11,231   15,723 -4,492
7,710   8,589 -879
2,982   4,406 -1,424
7,774   12,682 -4,908
4,440   5,396 -956
24,172   21,980 2,192
14,210   9,906 4,304
25,505   23,744 1,761
10,933   7,262 3,671
8,894   8,660 234
27,590   25,120 2,470
13,092   12,308 784
1,308   1,695 -387
3,270   5,247 -1,977
3,270   5,513 -2,243
5,232   8,724 -3,492
10,216   18,914 -8,698
3,768   6,490 -2,722
3,768   6,068 -2,300
5,272   6,780 -1,508
3,231   2,475 756
6,462   5,334 1,128
13,627   27,377 -13,750
11,715   9,504 2,211
28,894   26,334 2,560
11,979   6,688 5,291
39,289   38,846 443
10,134   6,993 3,141
5,067   3,603 1,464
15,432   15,800 -368
11,461   7,512 3,949
16,074   8,166 7,908
10,746   8,845 1,901
12,336   10,710 1,626
11,549   3,966 7,583
15,099   15,800 -701
13,276   16,809 -3,533
13,594   17,320 -3,726
6,705   8,475 -1,770
18,741   24,637 -5,896
26,439   19,008 7,431
7,384   8,404 -1,020
10,594   8,845 1,749
13,729   11,698 2,031
13,373   8,687 4,686
9,265   2,833 6,432
10,718   6,925 3,793
12,695   9,465 3,230
10,584   6,925 3,659
13,439   9,902 3,537
9,452   6,767 2,685
12,838   10,608 2,230
14,214   11,567 2,647
19,246   7,921 11,325
8,091   4,013 4,078
294   290 4
16,497   15,946 551
17,594   17,551 43
4,399   4,422 -23
36,929   26,061 10,868
368   366 2
6,268   12,250 -5,982
3,176   3,077 99
3,176   2,981 195
12,189   12,643 -454
33,397   22,852 10,545
5,217   10,500 -5,283
8,749   2,266 6,483
24,642   11,089 13,553
31,194   20,682 10,512
19,088   13,711 5,377
7,216   7,079 137
7,216   7,187 29
107   129 -22
50   60 -10
546     546
14,169   14,158 11
15,337   10,547 4,790
1,696   5,404 -3,708
8,805   7,973 832
1,896   2,263 -367
4,750   7,890 -3,140
14,673   14,654 19
10,197   6,865 3,332
13,409   9,141 4,268
14,620   17,790 -3,170
13   16 -3
9,590   8,601 989
17,218   10,032 7,186
9,516   11,860 -2,344
19,980   13,711 6,269
51,175   36,564 14,611
9,267   18,205 -8,938
9,604   16,387 -6,783
7,156   15,780 -8,624
    806 -806
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       6,981
b       5,119
c       20,144
d       6,997
e       8,847
      1,779
      205
      5,304
      2,306
      949
      -1,764
      1,426
      1,985
      1,730
      361
      110
      -587
      895
      1,206
      1,248
      769
      -2,663
      266
      249
      -1
      -3,431
      -2,022
      994
      198
      -2,666
      44
      4,561
      83
      1,018
      498
      -133
      -15
      635
      -3,122
      292
      1,253
      -1,478
      -622
      -4,565
      -486
      -4,152
      -4,492
      -879
      -1,424
      -4,908
      -956
      2,192
      4,304
      1,761
      3,671
      234
      2,470
      784
      -387
      -1,977
      -2,243
      -3,492
      -8,698
      -2,722
      -2,300
      -1,508
      756
      1,128
      -13,750
      2,211
      2,560
      5,291
      443
      3,141
      1,464
      -368
      3,949
      7,908
      1,901
      1,626
      7,583
      -701
      -3,533
      -3,726
      -1,770
      -5,896
      7,431
      -1,020
      1,749
      2,031
      4,686
      6,432
      3,793
      3,230
      3,659
      3,537
      2,685
      2,230
      2,647
      11,325
      4,078
      4
      551
      43
      -23
      10,868
      2
      -5,982
      99
      195
      -454
      10,545
      -5,283
      6,483
      13,553
      10,512
      5,377
      137
      29
      -22
      -10
      546
      11
      4,790
      -3,708
      832
      -367
      -3,140
      19
      3,332
      4,268
      -3,170
      -3
      989
      7,186
      -2,344
      6,269
      14,611
      -8,938
      -6,783
      -8,624
      -806
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 2 150,479
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 192,348 3,534,622 0.054418
2016 198,750 3,375,065 0.058888
2015 332,064 3,726,620 0.089106
2014 303,514 4,035,271 0.075215
2013 368,707 3,926,781 0.093895
2
Total of line 1, column (d) .....................
2
0.371522
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
0.074304
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,525,025
5
Multiply line 4 by line 3......................
5
261,923
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,567
7
Add lines 5 and 6........................
7
263,490
8
Enter qualifying distributions from Part XII, line 4,.............
8
197,359
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 3,135
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,135
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,135
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,400
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 29
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 764
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTN
    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 ofbulletBAKER SULLIVAN HOOVER PLC Telephone no.bullet (615) 255-6143

    Located atbullet35 PEABODY STREET SUITE 310NASHVILLETN ZIP+4bullet37210
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    GEORGE N BULLARD DIRECTOR
    10.00     		0 0 0
    PO BOX 50276
    NASHVILLE,TN37205
    PATRICIA BULLARD TRUSTEE
    25.00     		0 0 0
    PO BOX 50276
    NASHVILLE,TN37205
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 LIFEWORKS IS PRIMARILY A GRANT MAKING FOUNDATION ENABLING OTHER CHARITABLE ORGANIZATIONS TO FURTHER THEIR CHARITABLE ACTIVITIES. EXPENSES LISTED HERE ARE ACTUAL GRANTS MADE DURING YEAR. 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,321,627
    b
    Average of monthly cash balances.......................
    1b
    257,079
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,578,706
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,578,706
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    53,681
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,525,025
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    176,251
    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
    176,251
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,135
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,135
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    173,116
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    173,116
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    173,116
    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
    197,359
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    197,359
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    197,359
    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 7 173,116
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 180,233
    b From 2014...... 111,799
    c From 2015...... 147,635
    d From 2016...... 30,806
    e From 2017...... 17,635
    fTotal of lines 3a through e........ 488,108
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 197,359
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 173,116
    e Remaining amount distributed out of corpus 24,243
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 512,351
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		180,233
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		332,118
    10 Analysis of line 9:
    a Excess from 2014.... 111,799
    b Excess from 2015.... 147,635
    c Excess from 2016.... 30,806
    d Excess from 2017.... 17,635
    e Excess from 2018.... 24,243
    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
    HEALING STONES FOUNDATION
    PO BOX 50276
    NASHVILLE,TN37205     		  PUBLIC FURTHER CHARITY PURPOSE 144,000
    TN PARKS AND GREENWAYS FOUNDATION
    1213 16TH AVE S
    NASHVILLE,TN37212     		  PUBLIC FURTHER CHARITY PURPOSE 7,500
    Total .................................bullet 3a 151,500
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 262  
    4 Dividends and interest from securities....     14 87,565  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 150,479  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    01    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 238,306 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    238,306
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    LIFEWORKS FOUNDATION
    EIN:
    62-1428468
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BAKER, SULLIVAN & HOOVER, PLC 19,200 9,600   9,600
    MARIE SWINFORD, CPA 11,219 5,609   5,610

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

    TY 2018 DepreciationSchedule
    Name:
    LIFEWORKS FOUNDATION
    EIN:
    62-1428468
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    EQUIPMENT 1992-12-01 2,975 2,975 200DB 5.000000000000 0 0    
    EQUIPMENT 1994-07-01 1,766 1,766 200DB 5.000000000000 0 0    
    EQUIPMENT 1995-07-01 723 723 200DB 5.000000000000 0 0    
    COMPUTER 1996-07-01 4,262 4,262 200DB 5.000000000000 0 0    
    SCANNER 1997-04-11 342 342 200DB 7.000000000000 0 0    
    EQUIPMENT 1998-11-04 4,558 4,558 200DB 5.000000000000 0 0    
    COMPUTER 2000-12-02 1,774 1,774 200DB 5.000000000000 0 0    
    FURNITURE 1992-07-01 1,252 1,252 200DB 5.000000000000 0 0    
    FURNITURE 1996-07-01 38,744 38,744 200DB 7.000000000000 0 0    
    DESKS, CRENDENZA 2000-03-18 563 563 200DB 7.000000000000 0 0    
    SHELVES 2000-03-18 345 345 200DB 7.000000000000 0 0    
    WINDOWS XP SOFTWARE 2002-10-30 543 380 200DB 3.000000000000 0 0    
    CSPG-ARTWORK 2003-02-14 320 224 200DB 7.000000000000 0 0    
    FORD EXCURSION 2003-04-28 21,000 14,700 200DB 5.000000000000 0 0    
    FORD EXCURSION-REGISTRATION 2003-05-08 109 55 200DB 5.000000000000 0 0    
    PRINTER 2003-09-18 426 213 200DB 7.000000000000 0 0    
    FILE CABINET 2003-09-18 404 202 200DB 7.000000000000 0 0    
    SAFE 2004-03-04 526 263 200DB 7.000000000000 0 0    
    COMPUTER MONITOR 2004-04-03 503 252 200DB 5.000000000000 0 0    
    EQUIPMENT 2004-04-15 175 87 200DB 7.000000000000 0 0    
    FIRE PROOF FILE DRAWER CABINET 2004-10-21 841 420 200DB 5.000000000000 0 0    
    COMPUTER 2004-11-05 1,725 863 200DB 5.000000000000 0 0    
    COMPUTER HARDWARE-DVDRW PLAYER 2006-04-19 238 238 200DB 5.000000000000 0 0    
    COMPUTER 2006-07-10 1,621 1,621 200DB 5.000000000000 0 0    
    PHONE 2006-10-18 164 164 200DB 7.000000000000 0 0    
    SHELVES 2006-11-09 261 261 200DB 7.000000000000 0 0    
    SHREDDER 2007-01-10 152 152 200DB 7.000000000000 0 0    
    SHREDDER 2007-02-28 164 164 200DB 7.000000000000 0 0    
    COMPUTER 2007-08-30 703 703 200DB 5.000000000000 0 0    
    HP LASERJET COLOR PRINTER 2007-10-16 552 552 200DB 5.000000000000 0 0    
    9-1 FILE CABINETS 2007-10-09 1,049 1,049 200DB 7.000000000000 0 0    
    PRINTER 2007-12-05 203 203 200DB 5.000000000000 0 0    
    COPIER 2009-02-09 441 220 200DB 5.000000000000 0 0    
    TABLES 2008-07-10 326 163 200DB 7.000000000000 0 0    
    CELL PHONE 2009-02-09 227 113 200DB 7.000000000000 0 0    
    FURNITURE 2009-08-27 4,370 2,185 200DB 7.000000000000 0 0    
    VIDEO CARD AND FAX 2009-10-22 248 124 200DB 5.000000000000 0 0    
    I PHONE 2010-07-08 347 173 200DB 5.000000000000 0 0    
    AIR CONDITIONER 2010-08-09 257 128 200DB 7.000000000000 0 0    
    CABLE MODEM-BASE STATION 2010-08-25 343 172 200DB 5.000000000000 0 0    
    NETWORK CARD, SURGE PROTECTOR ETHERNET CARD 2010-08-27 227 114 200DB 5.000000000000 0 0    
    SOFTWARE 2010-09-10 1,377   200DB 3.000000000000 0 0    
    PRINTER 2011-10-13 245   200DB 5.000000000000 0 0    
    HARD DRIVE 2012-04-04 175 88 200DB 5.000000000000 0 0    
    TELEPHONE 2012-09-10 435 218 200DB 5.000000000000 0 0    
    AC UNIT FOR OFFICE 2013-08-08 202 78 200DB 7.000000000000 9 0    
    APPLE COMPUTER 2015-11-17 2,455 1,594 200DB 5.000000000000 354 0    
    SAFES 2017-01-07 679 48 200DB 7.000000000000 83 0    

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    LIFEWORKS FOUNDATION
    EIN:
    62-1428468
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 52,574 57,162
    ALPHABET INC CL A 81,835 124,350
    AMERICAN INTERNATIONAL GROUP 80,263 51,233
    ANADARKO PETROLEUM 51,501 32,880
    APPLE COMPUTER 27,194 75,715
    AT&T INC 61,976 47,348
    BANK OF NEW YORK MELLON CORP 50,346 58,838
    BAXTER INTL 60,028 62,529
    BRISTOL MYERS SQUIBB 45,071 41,584
    CHEVRON CORP 52,713 54,395
    CIGNA CORP NEW 54,386 61,724
    CISCO SYSTEMS INC 38,469 51,996
    COCA COLA CO 50,634 56,820
    CSX CORP 4,889 31,065
    CVS HEALTH CORP 61,719 52,416
    DANAHER CORP 29,566 30,936
    DEVON ENERGY CORP 23,857 9,016
    DOWDUPONT INC 37,755 32,088
    ELECTRONIC ARTS INC 9,234 7,891
    EXXON MOBIL CORP 57,095 47,733
    FEDEX CORP 43,336 28,233
    FLUOR CORP 28,210 16,100
    FORD MOTOR CO 16,789 11,475
    GENERAL DYNAMICS CORP 49,225 39,303
    GENERAL ELECTRIC CO 21,616 6,056
    GILEAD SCIENCES INC 27,523 21,893
    GLAXO SMITHKLINE SPD ADR 151,670 114,630
    GOLDMAN SACHS GROUP INC 17,790 12,529
    HONEYWELL INTL INC 51,871 52,848
    HP INC 30,992 50,127
    INTEL CORP 89,057 103,246
    INTERNATIONAL BUSINESS MACHINES 100,935 73,886
    ISHARES US REAL ESTATE ETF 15,178 14,988
    KRAFT HEINZ CO 32,620 17,216
    LOWE'S COMPANIES INC 37,333 36,944
    MARATHON PETROLEUM CORP 66,626 70,812
    MEDTRONIC PLC 66,335 68,220
    METLIFE 40,986 44,345
    MICROSOFT CORP 37,349 71,099
    NESTLE SA ADR 63,213 60,712
    NXP SEMICONDUCTORS NV 42,090 32,976
    ORACLE CORPORATION 34,192 31,605
    PFIZER INC 76,636 96,030
    QUALCOMM CORP 43,102 45,528
    RESIDEO TECHNOLOGIES INC 1,544 1,356
    RESIDEO TECHNOLOGIES INC COM SCHLUMBERGER NV 23,337 10,824
    ROCHE HLDG LTD ADR 25,405 24,691
    SPDR UTILITIES SECTOR ETF 41,828 42,336
    STARBUCKS CORP 37,516 45,080
    TEVA PHARMACEUTICAL ADR 17,236 12,336
    TWENTY-FIRST CENTURY FOX INC CL B 53,630 57,336
    UNITED PARCEL SERVICE CL B 31,765 29,259
    UNITED TECHNOLOGIES CORP 82,209 77,198
    VERIZON COMMUNICATIONS CORP 96,867 104,007
    VIACOM INC CLASS B 84,566 57,054
    WALMART INC 49,931 60,548
    WALT DISNEY CO 56,224 60,308
    WELLS FARGO & CO 53,806 46,080
    ZIMMER HOLDINGS INC 33,668 31,116

    TY 2018 LandEtcSchedule2
    Name:
    LIFEWORKS FOUNDATION
    EIN:
    62-1428468
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    EQUIPMENT 2,975 2,975 0  
    EQUIPMENT 1,766 1,766 0  
    EQUIPMENT 723 723 0  
    COMPUTER 4,262 4,262 0  
    SCANNER 342 342 0  
    EQUIPMENT 4,558 4,558 0  
    COMPUTER 1,774 1,774 0  
    FURNITURE 1,252 1,252 0  
    FURNITURE 38,744 38,744 0  
    DESKS, CRENDENZA 563 563 0  
    SHELVES 345 345 0  
    WINDOWS XP SOFTWARE 543 543 0  
    CSPG-ARTWORK 320 320 0  
    FORD EXCURSION 21,000 21,000 0  
    FORD EXCURSION-REGISTRATION 109 109 0  
    PRINTER 426 426 0  
    FILE CABINET 404 404 0  
    SAFE 526 526 0  
    COMPUTER MONITOR 503 503 0  
    EQUIPMENT 175 175 0  
    FIRE PROOF FILE DRAWER CABINET 841 841 0  
    COMPUTER 1,725 1,725 0  
    COMPUTER HARDWARE-DVDRW PLAYER 238 238 0  
    COMPUTER 1,621 1,621 0  
    PHONE 164 164 0  
    SHELVES 261 261 0  
    SHREDDER 152 152 0  
    SHREDDER 164 164 0  
    COMPUTER 703 703 0  
    HP LASERJET COLOR PRINTER 552 552 0  
    9-1 FILE CABINETS 1,049 1,049 0  
    PRINTER 203 203 0  
    COPIER 441 441 0  
    TABLES 326 326 0  
    CELL PHONE 227 227 0  
    FURNITURE 4,370 4,370 0  
    VIDEO CARD AND FAX 248 248 0  
    I PHONE 347 347 0  
    AIR CONDITIONER 257 257 0  
    CABLE MODEM-BASE STATION 343 343 0  
    NETWORK CARD, SURGE PROTECTOR ETHERNET CARD 227 227 0  
    SOFTWARE 1,377 1,377 0  
    PRINTER 245 245 0  
    HARD DRIVE 175 175 0  
    TELEPHONE 435 435 0  
    AC UNIT FOR OFFICE 202 188 14 14
    APPLE COMPUTER 2,455 1,948 507 507
    SAFES 679 471 208 208


    TY 2018 OtherAssetsSchedule
    Name:
    LIFEWORKS FOUNDATION
    EIN:
    62-1428468
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEPOSITS AT COST 850 2,157  
    ACCRUED INCOME RECEIVABLE 1,912 0  
    FEDERAL TAX DEPOSIT 1,191 0  
    DUE FROM G. BULLARD   119  


    TY 2018 OtherDecreasesSchedule
    Name:
    LIFEWORKS FOUNDATION
    EIN:
    62-1428468
    Description Amount
    FEDERAL INCOME TAX 968


    TY 2018 OtherExpensesSchedule
    Name:
    LIFEWORKS FOUNDATION
    EIN:
    62-1428468
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUTOMOBILE EXPENSE 1,935 968   968
    BANK CHARGES 5,447 5,447   0
    CONSULTING EXPENSE 0 0   0
    DUES, SUBSCRIPTIONS, & MEMBERSHIPS 744 372   372
    INSURANCE EXPENSE 3,237 1,619   1,619
    INTERNET SERVICE 917 459   459
    INVESTMENT FEES 26,737 26,737   0
    OFFICE SUPPLIES 736 368   368
    POSTAGE 305 153   152
    PUBLIC EVENTS CONCERTS AND PERFORMANCES 2,525 1,263   1,263
    TELEPHONE/COMMUNICATIONS 6,045 3,023   3,023


    TY 2018 OtherIncreasesSchedule
    Name:
    LIFEWORKS FOUNDATION
    EIN:
    62-1428468
    Description Amount
    ROUNDING 1


    TY 2018 TaxesSchedule
    Name:
    LIFEWORKS FOUNDATION
    EIN:
    62-1428468
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 3,108 1,554   1,554
    FOREIGN TAXES 1,101 1,101   0
    EXCISE TAX 2,418 2,418   0