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
THE CRARY HOME
 
Number and street (or P.O. box number if mail is not delivered to street address)512 LIBERTY STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WARREN, PA16365
A Employer identification number

25-6085744
B Telephone number (see instructions)

(814) 723-0225
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$1,687,251J 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) 185,381
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 26,710 26,710 26,710
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 76,099
b Gross sales price for all assets on line 6a 322,842
7 Capital gain net income (from Part IV, line 2)... 76,099
8 Net short-term capital gain......... 16,606
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 119,837   119,837
12 Total. Add lines 1 through 11........ 408,027 102,809 163,153
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 44,259     44,259
14 Other employee salaries and wages...... 125,824 9,361 9,361 116,463
15 Pension plans, employee benefits....... 16,721 1,190 1,190 15,531
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,546 1,137 1,137 3,409
c Other professional fees (attach schedule).... Click to see attachment 14,161 14,161 14,161  
17 Interest............... 48     48
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,885   7,733 4,152
19 Depreciation (attach schedule) and depletion... Click to see attachment 44,482   44,482
20 Occupancy.............. 45,398   45,398  
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 71,297   21,352 49,945
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 378,621 25,849 144,814 233,807
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 378,621 25,849 144,814 233,807
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 29,406
b Net investment income (if negative, enter -0-) 76,960
c Adjusted net income (if negative, enter -0-)... 18,339
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............. 5,129 12,436 12,436
2 Savings and temporary cash investments.........   30,399 30,399
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,055,451 Click to see attachment762,315 709,618
c Investments—corporate bonds (attach schedule)....... 217,120 Click to see attachment369,789 353,235
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment171,718 157,099
14 Land, buildings, and equipment: basis bullet1,632,862
Less: accumulated depreciation (attach schedule) bullet1,176,481 500,262 Click to see attachment456,381 424,464
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,777,962 1,803,038 1,687,251
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment11,815 Click to see attachment7,485
23 Total liabilities (add lines 17 through 22)......... 11,815 7,485
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........ 1,766,147 1,795,553
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 1,766,147 1,795,553
31 Total liabilities and net assets/fund balances (see instructions). 1,777,962 1,803,038
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,766,147
2
Enter amount from Part I, line 27a .....................
2
29,406
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,795,553
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,795,553
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 PUBLICLY TRADED SECURITIES-BNY MELLO P    
b PUBLICLY TRADED SECURITIES-NW IMA P    
c PUBLICLY TRADED SECURITIES-BNY MELLO P    
d PUBLICLY TRADED SECURITIES-NW IMA P    
e
(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 74,120   20,825 53,295
b 69,881   63,683 6,198
c 1,180   331 849
d 177,661   161,904 15,757
e
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       53,295
b       6,198
c       849
d       15,757
e
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 76,099
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 16,606
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 231,753 1,300,412 0.178215
2016 201,635 1,193,041 0.169009
2015 226,058 1,194,991 0.189171
2014 271,145 1,165,311 0.232680
2013 201,301 955,875 0.210593
2
Total of line 1, column (d) .....................
2
0.979668
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
0.195934
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,307,215
5
Multiply line 4 by line 3......................
5
256,128
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
770
7
Add lines 5 and 6........................
7
256,898
8
Enter qualifying distributions from Part XII, line 4,.............
8
234,403
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 1,539
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 1,539
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 1,539
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,445
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 2,445
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 10 906
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet906 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    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
    Yes
     
    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 ofbulletTHE FOUNDATION Telephone no.bullet (814) 723-0225

    Located atbullet512 LIBERTY AVENUEWARRENPA ZIP+4bullet16365
    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
    JEANNE PIERSON DIRECTOR
    1.00     		0 0 0
    1545 QUAKER HILL ROAD
    WARREN,PA16365
    MIKE HOLTZ DIRECTOR
    1.00     		0 0 0
    104 HILL STREET
    WARREN,PA16365
    STEPHEN HORSLEY CHAIRMAN
    1.00     		0 0 0
    777 SOUTH MAIN ST
    RUSSELL,PA16345
    DANA KUBIAK VICE CHAIRMA
    1.00     		0 0 0
    2894 SUN RIDGE DR
    ERIE,PA16509
    DAWN LARSON DIRECTOR
    1.00     		0 0 0
    400 POPLAR ST
    WARREN,PA16365
    PHYLLIS WRIGHT SECRETARY
    1.00     		0 0 0
    8 STEPHEN ROAD
    WARREN,PA16365
    DARRELL PUSATERI MANAGER
    40.00     		44,259 0 0
    59 MUSANTE STREET
    WARREN,PA16365
    JAMES MARSHALL TREASURER
    1.00     		0 0 0
    11847 RT 62
    TIDIOUTE,PA16351
    NATE SCHMIDT DIRECTOR
    1.00     		0 0 0
    315 2ND AVE SUITE 303
    WARREN,PA16365
    MARK HECHT DIRECTOR
    1.00     		0 0 0
    200 MARKET ST
    WARREN,PA16365
    DR KEITH PRICE DIRECTOR
    1.00     		0 0 0
    1747 EAST FIFTH AVE
    WARREN,PA16365
    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 OPERATING THE CRARY HOME FOR THE 17 RESIDENTS 352,772
    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
    1,317,493
    b
    Average of monthly cash balances.......................
    1b
    9,629
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,327,122
    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
    1,327,122
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    19,907
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,307,215
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    65,361
    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
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    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
     
    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
    233,807
    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
    596
    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
    234,403
    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
    234,403
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    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$ 234,403
    a Applied to 2017, but not more than line 2a  
    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.....  
    e Remaining amount distributed out of corpus 234,403
    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 5 234,403
    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 ..........     		 
    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
    1968-12-24
    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
    18,339 65,021     83,360
    b 85% of line 2a ......... 15,588 55,268     70,856
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		234,403 231,753 201,635 226,058 893,849
    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 ....     		234,403 231,753 201,635 226,058 893,849
    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...     		43,574 43,347 39,768 39,833 166,522
    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
    Total .................................bullet 3a  
    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
    aRENT INCOME         117,539
    bGUEST FEES         1,420
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14    
    4 Dividends and interest from securities....     14 26,710  
    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 ............     		    14 76,099  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aREFUND/REBATE     		        878
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   102,809 119,837
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    222,646
    (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.)
    1A ALL FUNDS ARE USED TO RUN THE BOARDING HOME FOR THE AGED.
    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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE CRARY HOME
     
    Employer identification number

    25-6085744
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE CRARY HOME
          		Employer identification number
    25-6085744
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CLARE J CRARY TRUST  
    PO BOX 8480
     
    ERIE, PA16553

    		$ 165,381


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    FIRST UNITED METHODIST CHURCH
     
    200 MARKET STREET
     
    WARREN, PA16365

    		$ 20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE CRARY HOME
          		Employer identification number

    25-6085744
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE CRARY HOME
          		Employer identification number

    25-6085744
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE CRARY HOME
    EIN:
    25-6085744
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL & ACCOUNTING 4,546 1,137 1,137 3,409

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

    TY 2018 DepreciationSchedule
    Name:
    THE CRARY HOME
    EIN:
    25-6085744
    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
    LAND AND BUILDING 1985-01-01 345,422 345,422 S/L 17.0000        
    504 LIBERTY ST. - BUILDING 1996-09-30 134,459 85,656 S/L 30.0000 4,482   4,482  
    C,H, & L ARCH. FEES FOR 504 LIBERTY 1997-06-25 160 101 S/L 30.0000 6   6  
    506 LIBERTY STREET- BUILDING 1998-08-07 75,397 48,031 S/L 30.0000 2,513   2,513  
    MAIN HOUSE PLUMBING RENOVATIONS 1996-02-13 388 283 S/L 30.0000 13   13  
    INTERIOR LIGHTING - MAIN HOUSE/STUDIO 1996-05-24 2,834 2,039 S/L 30.0000 95   95  
    STUDIO HEATING 1996-05-24 89 64 S/L 30.0000 3   3  
    MAIN HOUSE - TUB RELINING 1996-06-18 825 591 S/L 30.0000 28   28  
    WINDOWS - STUDIO 1996-09-06 3,084 2,193 S/L 30.0000 103   103  
    OUTDOOR LIGHTING 1996-09-20 6,102 6,102 S/L 15.0000        
    GARAGE ROOFING 1996-12-04 3,351 2,234 S/L 30.0000 112   112  
    ARCHITECT FEES 1996-07-01 1,557 1,116 S/L 30.0000 52   52  
    CARPENTRY 1996-10-02 1,800 1,275 S/L 30.0000 60   60  
    RAILING-GROUNDS 1996-11-13 450 450 S/L 15.0000        
    OUTDOOR LIGHT FIXTURES AND POLES 1996-12-19 9,618 9,618 S/L 15.0000        
    ROOF ON CARRIAGE HOUSE 1997-09-12 47,444 32,157 S/L 30.0000 1,581   1,581  
    GARAGE ROOF 1997-07-15 9,903 6,767 S/L 30.0000 330   330  
    STREET LIGHTS COMMON AREA 1997-02-07 5,383 5,383 S/L 15.0000        
    CUSTOM RIDGE CAPS 1998-05-13 1,850 1,213 S/L 30.0000 62   62  
    BRICK PORCH 1998-07-16 1,120 725 S/L 30.0000 37   37  
    ROOF CONSTRUCTION 1998-08-06 23,570 15,255 S/L 30.0000 786   786  
    ARCHITECT FEES-CRARY COTTAGE 1998-06-30 1,450 942 S/L 30.0000 49   49  
    PIPEWORKS-H.W. TANK, DEHUMIDIFIER 1998-10-30 2,574 1,645 S/L 30.0000 85   85  
    SIDEWALK-HANDICAP ACCESS-6TH & LIBERTY 1998-08-21 1,650 1,063 S/L 30.0000 55   55  
    PORCH IMPROVEMENTS CARRIAGE HOUSE 1999-06-06 2,497 1,547 S/L 30.0000 83   83  
    SIDING 6TH AVE. 1999-06-25 5,400 3,330 S/L 30.0000 180   180  
    1994 IMPROVEMENTS 1994-06-01 130,065 102,246 S/L 30.0000 4,335   4,335  
    1995 RENOVATIONS 1995-10-01 59,402 44,057 S/L 30.0000 1,980   1,980  
    1995 STUDIO RENOVATIONS 1995-11-01 63,631 47,017 S/L 30.0000 2,121   2,121  
    CARPETING - STUDIO 1996-01-19 4,129 4,129 S/L 7.0000        
    FURNITURE 1995-03-03 9,880 9,880 S/L 7.0000        
    FURNITURE 1995-03-16 644 644 S/L 7.0000        
    FURNITURE 1995-05-04 1,221 1,221 S/L 7.0000        
    WALL SCONCE 1995-05-04 125 125 S/L 7.0000        
    COPIER 1995-05-31 1,695 1,695 S/L 5.0000        
    VACUUM CLEANER 1995-05-31 291 291 S/L 7.0000        
    OFFICE FURNITURE 1995-05-31 359 359 S/L 7.0000        
    COMPUTER AND PRINTER 1995-06-12 2,689 2,689 S/L 5.0000        
    FURNISHINGS 1995-05-31 270 270 S/L 7.0000        
    TABLE AND CHAIRS 1995-08-15 1,200 1,200 S/L 7.0000        
    VACUUM HOSE ASSEMBLY 1995-08-18 51 51 S/L 7.0000        
    PORCH FURNITURE 1995-09-15 1,108 1,108 S/L 7.0000        
    OFFICE FURNITURE 1995-12-08 2,451 2,451 S/L 7.0000        
    DRAPES 1995-12-08 2,355 2,355 S/L 7.0000        
    PHONE 1995-12-26 265 265 S/L 7.0000        
    STAFF TABLE/CHAIRS 1996-03-04 1,589 1,589 S/L 7.0000        
    ASHTRAYS 1996-05-24 339 339 S/L 7.0000        
    PICNIC TABLE 1996-06-18 160 160 S/L 7.0000        
    ASHTRAYS 1996-06-26 90 90 S/L 7.0000        
    OUTDOOR LOUNGE CHAIR 1996-07-03 45 45 S/L 7.0000        
    SHADES 1996-07-12 43 43 S/L 7.0000        
    DISHWASHER 1996-02-13 735 735 S/L 7.0000        
    FREEZER 1996-05-03 547 547 S/L 7.0000        
    MOWER/LEAF BLOWER 1997-06-30 1,279 1,279 S/L 7.0000        
    WASHER,DRYER & RANGE 1998-05-13 2,240 2,240 S/L 7.0000        
    KITCHENAID WASHER 1999-03-09 440 440 S/L 7.0000        
    POWER WASHER 1999-06-09 259 259 S/L 7.0000        
    ARCHITECT FEES 506 LIBERTY 2001-01-01 150 85 S/L 30.0000 5   5  
    ARCHITECT FEES 504 & 506 LIBERTY 2001-12-31 1,711 912 S/L 30.0000 58   58  
    TRUCK CAP 2000-12-13 748 748 200DB 5.0000        
    OAK FLOORING 506 LIBERTY 2000-06-30 945 551 S/L 30.0000 32   32  
    LAND - 504 LIBERTY 1996-09-30 14,940              
    LAND - 506 LIBERTY 1998-08-07 8,378              
    NEW WINDOWS AT 504 LIBERTY 2001-12-31 17,211 9,179 S/L 30.0000 574   574  
    PORCH ROOFING 508 LIBERTY 2001-07-18 14,479 7,923 S/L 30.0000 483   483  
    RENOVATIONS 504 LIBERTY STREET 2001-12-31 38,000 20,267 S/L 30.0000 1,266   1,266  
    ARCHITECT FEES 504 LIBERTY 2001-12-31 880 469 S/L 30.0000 30   30  
    ARCHITECT FEES 209 6TH 2001-06-06 150 75 S/L 30.0000 5   5  
    ARCHITECT FEES 504 LIBERTY ST. 2001-12-31 600 320 S/L 30.0000 20   20  
    ARCHITECT FEES 504 LIBERTY ST. 2001-12-31 1,571 838 S/L 30.0000 52   52  
    ARCHITECT FEES 504 LIBERTY 2001-12-31 641 342 S/L 30.0000 21   21  
    PAINTING 504 LIBERTY 2001-12-31 2,000 1,067 S/L 30.0000 66   66  
    ARCHITECT FEES 504 LIBERTY STREET 2001-12-31 263 140 S/L 30.0000 9   9  
    ARCHITECT FEES 504 LIBERTY STREET 2001-12-31 354 189 S/L 30.0000 11   11  
    ARCHITECT FEES 5084 LIBERTY ST. 2001-12-31 383 204 S/L 30.0000 13   13  
    BRICK AND FOUNDATION WORK 2001-12-31 2,800 1,493 S/L 30.0000 94   94  
    PAINT FOR 504 LIBERTY TRIM 2001-12-31 515 275 S/L 30.0000 17   17  
    ARCHITECT FEES - 209 6TH AVE 2001-01-23 1,428 714 S/L 30.0000 48   48  
    NEW ROOF 504 LIBERTY 2001-12-31 20,218 10,783 S/L 30.0000 674   674  
    NEW ROOF 506 LIBERTY 2001-04-19 9,887 5,493 S/L 30.0000 329   329  
    BILCO DOOR 504 LIBERTY 2001-12-31 273 146 S/L 30.0000 9   9  
    BILCO DOOR 506 LIBERTY 2001-07-03 273 150 S/L 30.0000 9   9  
    NEW ELEVATOR 508 LIBERTY 2001-12-31 7,266 3,875 S/L 30.0000 242   242  
    FREEZER 2001-01-22 900 900 S/L 5.0000        
    GARDEN CART 2001-04-04 149 149 S/L 7.0000        
    CLOTHES WASHER 2001-09-19 425 425 S/L 7.0000        
    TRIMMER 2001-08-15 170 170 S/L 7.0000        
    GRILL 2001-06-06 386 386 S/L 7.0000        
    DEHUMIDIFIER 2001-06-06 283 283 S/L 7.0000        
    CARPET- 209 2001-02-28 2,036 2,036 S/L 7.0000        
    CARPET- 209 2001-02-07 7,478 7,478 S/L 7.0000        
    REFRIGERATOR 2001-01-10 430 430 S/L 7.0000        
    STOVE 2001-01-10 300 300 S/L 7.0000        
    SHOWER- 506 (UP) 2001-01-04 489 489 S/L 7.0000        
    DISHWASHER-508 LIBERTY 2002-07-24 3,160 3,160 S/L 7.0000        
    ARCHITEC FEES-504 LIBERTY 2002-10-01 321 163 S/L 30.0000 11   11  
    ARCHITEC FEES-504 LIBERTY 2002-10-01 120 61 S/L 30.0000 4   4  
    ARCHITEC FEES-504 LIBERTY 2002-10-01 298 151 S/L 30.0000 10   10  
    ARCHITEC FEES-504 LIBERTY 2002-10-01 90 46 S/L 30.0000 3   3  
    ARCHITEC FEES-504 LIBERTY 2002-10-01 248 126 S/L 30.0000 8   8  
    ARCHITEC FEES-504 LIBERTY 2002-10-01 120 61 S/L 30.0000 4   4  
    MOTION DETECTOR-504 LIBERTY 2002-10-01 17 17 S/L 7.0000        
    MARBLE TABLE TOP-504 LIBERTY 2002-10-01 450 450 S/L 7.0000        
    2 MAN ELEVATOR-504 LIBERTY 2002-10-01 1,915 973 S/L 30.0000 64   64  
    WASHER & DRYER-504 LIBERTY 2002-10-01 860 860 S/L 7.0000        
    LIGHTING- 504 LIBERTY 2002-10-01 850 850 S/L 10.0000        
    LIGHTING-504 LIBERTY 2002-10-01 674 674 S/L 10.0000        
    LIGHTING-504 LIBERTY 2002-10-01 600 600 S/L 10.0000        
    LIGHTING-504 LIBERTY 2002-10-01 212 212 S/L 10.0000        
    DRAPES & CURTAINS-504 LIBERTY 2002-11-11 14,405 14,405 S/L 7.0000        
    FURNITURE-504 LIBERTY 2002-10-10 14,900 14,900 S/L 7.0000        
    PAINTING-504&506 LIBERTY 2002-10-01 6,500 3,304 S/L 30.0000 217   217  
    RENOVATIONS-504 LIBERTY 2002-10-01 182,223 92,630 S/L 30.0000 6,074   6,074  
    RENOVATIONS-504 LIBERTY AMT. OVER INVOICE 2002-10-01 2,950 1,500 S/L 30.0000 98   98  
    NEW ELEVATOR-508 LIBERTY 2ND INSTALL. 2002-10-01 5,294 2,691 S/L 30.0000 177   177  
    TELEVISION-504 2002-11-04 428 428 S/L 7.0000        
    MEDICINE CABINETS-504 2002-03-06 1,290 1,290 S/L 7.0000        
    IMPROVEMENTS-504 2002-11-04 784 396 S/L 30.0000 27   27  
    LAWN MOWER 2002-05-08 464 464 S/L 7.0000        
    WATER HEATER-504 2002-02-27 1,250 1,250 S/L 7.0000        
    LASER PRINTER 2003-04-25 500 500 S/L 5.0000        
    REFRIDGERATOR 2003-11-20 1,237 1,237 S/L 5.0000        
    FURNITURE 2003-01-08 169 169 S/L 5.0000        
    PIANO BENCH 2003-04-14 255 255 S/L 5.0000        
    DRAPES 2003-05-19 575 575 S/L 5.0000        
    PAVING 2003-05-19 3,900 1,896 S/L 30.0000 130   130  
    2 TABLES, 8 CHAIRS - 508 LIBERTY 2004-11-19 1,860 1,860 S/L 7.0000        
    SECURITY LOCK - 209 6TH ST. 2004-08-04 533 533 S/L 5.0000        
    DEHUMIDIFIER - 506 LIBERTY 2004-08-08 160 160 S/L 7.0000        
    SIDEWALK 2005-04-28 4,400 1,858 S/L 30.0000 146   146  
    INSULATION 2005-11-18 3,200 1,289 S/L 30.0000 107   107  
    LIGHT FIXTURE 2005-03-03 161 69 S/L 30.0000 5   5  
    FILING CABINET 2005-11-21 479 479 S/L 7.0000        
    GAS FURNACE 2006-01-09 3,240 1,296 S/L 30.0000 108   108  
    FLAT PANEL MONITOR 2006-05-09 296 296 S/L 5.0000        
    SIDEWALK 2006-07-14 1,500 575 S/L 30.0000 50   50  
    TELEVISION 2006-08-29 89 89 S/L 7.0000        
    6 BURNER GAS STOVE 2006-11-27 1,660 1,660 S/L 7.0000        
    FIRE ALARM SYSTEM 2006-11-22 3,707 1,369 S/L 30.0000 124   124  
    REFURBISHMENT OF APARTMENT 2007-11-19 11,753 3,950 S/L 30.0000 392   392  
    CHIMNEY REPOINTING 2007-06-29 22,800 7,980 S/L 30.0000 760   760  
    FIRE MONITORING 2007-02-28 325 117 S/L 30.0000 11   11  
    FIRE MONITORING SYSTEM 2007-03-02 899 325 S/L 30.0000 30   30  
    SMOKE ALARM SYSTEM 2007-09-07 1,740 599 S/L 30.0000 58   58  
    AV 2007-10-05 290 99 S/L 30.0000 10   10  
    KUBOTA TRACTOR & SUPPLIES 2007-12-07 13,660 13,660 S/L 5.0000        
    ATTIC INSULATION 2008-04-25 1,465 472 S/L 30.0000 49   49  
    REBUILT 4 CHIMNEYS 2008-07-25 5,350 1,679 S/L 30.0000 179   179  
    SIDEWALK - 504 LIB 2008-08-22 1,625 758 S/L 20.0000 82   82  
    HONDA 21" LAWNMOWER 2008-09-05 629 629 S/L 5.0000        
    50 ARBOVITAE 2008-09-30 1,705 789 S/L 20.0000 85   85  
    HONDA TILLER 2009-05-08 749 749 S/L 5.0000        
    508 LIBERTY - UNDERCOUNTER DISHWASHER 2009-05-13 4,266 4,266 S/L 5.0000        
    506 1ST FLOOR - TRANE GAS FURNANCE 2009-06-23 4,900 4,900 S/L 5.0000        
    RENOVATIONS - 506 LIBERTY 2009-09-24 24,935 6,857 S/L 30.0000 831   831  
    PROPANE GRILL FOR KITCHEN 2009-07-29 299 299 S/L 5.0000        
    REMOVE 504 LIBERTY GARAGE 2009-09-04 3,200              
    DIGITAL COPIER 917 2009-09-29 1,095 1,095 S/L 5.0000        
    EDGER -6232001 2009-09-12 699 699 S/L 5.0000        
    506 LIBERTY CARPET 2009-10-23 3,681 3,681 S/L 7.0000        
    512 LIBERTY - DRIVEWAY REPAIR 2009-10-01 2,310 2,310 S/L 4.0000        
    506 1ST FLOOR - LIGHTING 2009-10-09 243 243 S/L 7.0000        
    506 LIBERTY - MISC. IMPROVEMENTS 2009-11-13 2,153 586 S/L 30.0000 72   72  
    HAND HELD LEAF BLOWER 2010-03-31 240 240 S/L 5.0000        
    FRIDGE - KITCHEN PANTRY 2010-05-28 100 100 S/L 7.0000        
    RANGE HOOD - KITCHEN 2010-05-28 916 916 S/L 7.0000        
    COMPUTER 2010-06-25 761 761 S/L 5.0000        
    508 IMPROVEMENTS 2010-08-31 4,053 991 S/L 30.0000 135   135  
    SWEEPER 2010-11-30 599 599 S/L 5.0000        
    508 PORCH DOOR 2011-07-08 294 191 S/L 10.0000 29   29  
    512 CARPET 2011-09-30 1,699 1,517 S/L 7.0000 182   182  
    WASHER - 508 2012-02-22 810 675 S/L 7.0000 116   116  
    FRIDGE 2012-10-12 800 600 S/L 7.0000 114   114  
    207 ELECTRIC WORK 2012-06-08 2,494 1,392 S/L 10.0000 250   250  
    207 HOT WATER HEATER 2013-01-23 370 182 S/L 10.0000 37   37  
    AIR CONDITIONER UNIT 2013-09-17 2,135 907 S/L 10.0000 214   214  
    FRIDGE - 508 LIBERTY 2014-11-13 1,111 502 S/L 7.0000 159   159  
    TREE REMOVALS 2014-07-02 5,400              
    512 ROOF 2014-08-22 14,500 1,611 S/L 30.0000 483   483  
    INSULATION - 508 LIBERTY 2014-09-05 6,800 756 S/L 30.0000 226   226  
    WATER HEATER - 508 LIBERTY 2014-10-17 3,670 1,660 S/L 7.0000 525   525  
    2 FURNANCES - 508 LIBERTY 2014-10-17 5,285 2,391 S/L 7.0000 755   755  
    2 A/C UNITS - 508 LIBERTY 2014-10-17 6,175 2,793 S/L 7.0000 883   883  
    BOILER - 209 6TH 2014-10-17 3,975 1,798 S/L 7.0000 568   568  
    WATER HEATER - 209 6TH 2014-10-17 2,750 1,244 S/L 7.0000 393   393  
    FURNACE - 504 LIBERTY 2015-12-10 2,491 742 S/L 7.0000 355   355  
    CARPET - 512B LIBERTY 2015-10-14 926 298 S/L 7.0000 132   132  
    TILE - 508 LIBERTY 2015-11-11 466 144 S/L 7.0000 67   67  
    CITY EXPRESS CARGO VAN 2015-10-15 20,557 9,250 S/L 5.0000 4,112   4,112  
    FLOORING @ 208 LIBERTY ST. 2016-01-27 2,505 686 S/L 7.0000 358   358  
    CARPET @ 508 LIBERTY ST. 2016-04-13 1,007 252 S/L 7.0000 144   144  
    PORCH DECKING @ 207 6TH AVE. 2016-07-08 736 158 S/L 7.0000 105   105  
    STONE WALL & FOOTER 2017-10-31 21,265 118 S/L 30.0000 709   709  
    HOT WATER TANK - 207 6TH 2017-05-04 468 45 S/L 7.0000 66   66  
    TOILET - 504 LIBERTY APT. 3 2017-06-16 180 18 S/L 5.0000 36   36  
    REFRIGERATOR - 506 LIBERTY ST. 2017-06-16 525 38 S/L 7.0000 75   75  
    WASHING MACHINE - 504 LIBERTY ST. 2017-08-18 474 23 S/L 7.0000 67   67  
    LAWN MOWER 2018-07-11 596   S/L 7.0000 43   43  

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    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    THE CRARY HOME
    EIN:
    25-6085744
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    LAWN MOWER 2002-05 PURCHASE 2018-07     464       464

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE CRARY HOME
    EIN:
    25-6085744
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME MUTUAL FUNDS 350,853 334,299
    CASH EQUIVALENT MUTUAL FUND 18,936 18,936

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE CRARY HOME
    EIN:
    25-6085744
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY MUTUAL FUNDS - BNY 334,586 325,228
    EQUITY MUTUAL FUNDS - NW 427,729 384,390

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE CRARY HOME
    EIN:
    25-6085744
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BNY MELLON - INVESTMENTS OTHER AT COST 98,794 93,832
    NORTHWEST IMA - INVESTMENTS OTHER AT COST 72,924 63,267

    TY 2018 LandEtcSchedule2
    Name:
    THE CRARY HOME
    EIN:
    25-6085744
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDINGS 1,471,608 1,068,133 403,475 403,477
    EQUIPMENT 97,942 77,080 20,862 20,861
    FURNITURE & FIXTURES 31,394 31,268 126 126


    TY 2018 OtherExpensesSchedule
    Name:
    THE CRARY HOME
    EIN:
    25-6085744
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    OFFICE EXPENSE 2,135     2,135
    GROCERIES & KITCHEN EXPENSES 27,432   12,162 15,270
    REPAIRS & MAINTENANCE 6,662     6,662
    TELEPHONE 4,329     4,329
    CABLE 5,256     5,256
    FIRE ALARM SYSTEM 2,029     2,029
    AUTO EXPENSE 134     134
    ADVERTISING 2,803     2,803
    INSURANCE 20,517   9,190 11,327


    TY 2018 OtherIncomeSchedule2
    Name:
    THE CRARY HOME
    EIN:
    25-6085744
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RENT INCOME 117,539   117,539
    GUEST FEES 1,420   1,420
    REFUND/REBATE 878   878


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE CRARY HOME
    EIN:
    25-6085744
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL WITHHOLDINGS 6,614 1,428
    SECURITY DEPOSITS 5,201 6,057


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE CRARY HOME
    EIN:
    25-6085744
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 14,161 14,161 14,161  


    TY 2018 TaxesSchedule
    Name:
    THE CRARY HOME
    EIN:
    25-6085744
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAX 7,733   7,733  
    EXCISE TAX/OTHER TAX 4,152     4,152