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
A D & H R STAMBAUGH CHAR FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216
A Employer identification number

34-1327065
B Telephone number (see instructions)

(330) 742-7021
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$3,615,490J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 95,491 95,298  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 254,836
b Gross sales price for all assets on line 6a 888,867
7 Capital gain net income (from Part IV, line 2)... 254,836
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 416 416  
12 Total. Add lines 1 through 11........ 350,743 350,550  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 42,087 21,043   21,044
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 935 468 0 468
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,213 11   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 205 5   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,440 21,527 0 21,712
25 Contributions, gifts, grants paid....... 144,000 144,000
26 Total expenses and disbursements. Add lines 24 and 25 197,440 21,527 0 165,712
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 153,303
b Net investment income (if negative, enter -0-) 329,023
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 143    
2 Savings and temporary cash investments......... 109,314 60,051 60,051
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,691,851 Click to see attachment1,768,093 2,433,458
c Investments—corporate bonds (attach schedule)....... 1,030,200 Click to see attachment1,152,759 1,121,981
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,831,508 2,980,903 3,615,490
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 2,831,508 2,980,903
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)..... 2,831,508 2,980,903
31 Total liabilities and net assets/fund balances (see instructions). 2,831,508 2,980,903
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
2,831,508
2
Enter amount from Part I, line 27a .....................
2
153,303
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
12,593
4
Add lines 1, 2, and 3 ..........................
4
2,997,404
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
16,501
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,980,903
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 753. AT&T INC   2012-06-07 2018-05-04
b 15. ALEXANDRIA REAL ESTATE EQUITIES (REIT)   2014-09-29 2018-01-09
c 20. ALTRIA GROUP INC   1993-05-27 2018-01-09
d 50. ALTRIA GROUP INC   1993-05-27 2018-03-02
e 100. ALTRIA GROUP INC   1993-05-27 2018-03-15
72. ALTRIA GROUP INC   1993-05-27 2018-05-04
22. AMERICAN EXPRESS COMPANY   2017-04-24 2018-03-15
20. AMGEN INC.   2013-08-27 2018-01-09
22. AMGEN INC.   2013-08-27 2018-03-02
69. AMGEN INC.   2013-08-27 2018-03-15
38. APPLE COMPUTER   2013-08-27 2018-03-02
99. APPLIED MATERIALS INC   2016-11-08 2018-03-02
18. BECTON DICKINSON AND CO.   2016-02-24 2018-01-09
.3085 BECTON DICKINSON AND CO.   2016-02-24 2018-01-22
15. BECTON DICKINSON AND CO.   2016-02-24 2018-03-02
28. BECTON DICKINSON AND CO.   2016-02-24 2018-03-15
17. BECTON DICKINSON AND CO.   2016-02-24 2018-05-04
15. BOEING CO   2015-04-06 2018-01-09
20. BOEING CO   2015-04-06 2018-03-15
37. CHURCH & DWIGHT CO INC   2013-08-27 2018-01-09
100. CHURCH & DWIGHT CO INC   2013-08-27 2018-03-02
373. CHURCH & DWIGHT CO INC   2013-08-27 2018-03-15
146. CHURCH & DWIGHT CO INC     2018-05-04
381. CHURCH & DWIGHT CO INC   2017-11-17 2018-05-04
101. CISCO SYSTEMS, INC.   2014-12-09 2018-03-02
144. CISCO SYSTEMS, INC.   2014-12-09 2018-03-15
20. COLGATE PALMOLIVE CO   2006-06-02 2018-01-09
85. COLGATE PALMOLIVE CO   2006-06-02 2018-03-02
65. COLGATE PALMOLIVE CO   2006-06-02 2018-03-15
97. COLGATE PALMOLIVE CO   2006-06-02 2018-05-04
41. COMCAST CORP CL A   2013-08-27 2018-01-09
313. COMCAST CORP CL A   2013-08-27 2018-03-02
347. COMCAST CORP CL A   2013-08-27 2018-03-15
25. DOMINION RES INC VA NEW COM   1982-09-30 2018-01-09
25. EMERSON ELECTRIC CO   2006-06-02 2018-01-09
121. EXXON MOBIL CORP COM   1982-09-30 2018-05-04
.5 GARRETT MOTION INC   2013-08-27 2018-10-04
5. GARRETT MOTION INC   2018-03-02 2018-10-09
27. GARRETT MOTION INC   2013-08-27 2018-10-09
100000. GENERAL ELECTRIC CAP CORP SERIES NOT2 6.   2009-05-26 2018-05-15
250. HALLIBURTON CO   2018-03-02 2018-08-09
90.161 HARTFORD MIDCAP FUND - Y     2018-12-12
15. HOME DEPOT INC.   2014-12-09 2018-01-09
40. HOME DEPOT INC.   2014-12-09 2018-03-02
15. INTERNATIONAL BUSINESS MACHINES CORP   1997-11-26 2018-03-02
165. INTERNATIONAL BUSINESS MACHINES CORP   1997-11-26 2018-03-15
20. JOHNSON & JOHNSON CO   1990-11-21 2018-01-09
42. JOHNSON & JOHNSON CO   1990-11-21 2018-03-02
198. JOHNSON & JOHNSON CO   1990-11-21 2018-03-15
50. JOHNSON & JOHNSON CO   1990-11-21 2018-05-04
15. LOWES COMPANIES INC   2008-12-12 2018-01-09
60. LOWES COMPANIES INC   2008-12-12 2018-03-02
375. LOWES COMPANIES INC     2018-03-15
50. MASCO CORP   2016-02-24 2018-01-09
89. MASCO CORP   2016-02-24 2018-03-15
131. MASCO CORP   2016-02-24 2018-05-04
500. MASCO CORP   2016-02-24 2018-12-12
15. MCDONALDS CORP   1996-11-29 2018-01-09
50. MCDONALDS CORP   1996-11-29 2018-03-02
515. METLIFE INC     2018-03-15
25. NEXTERA ENERGY, INC   2008-12-10 2018-01-09
36. NEXTERA ENERGY, INC   2008-12-10 2018-03-02
14. NIKE INC CL B   2014-09-29 2018-01-09
60. NIKE INC CL B   2014-09-29 2018-03-02
23. PEPSICO INC   2016-01-22 2018-03-02
50. PEPSICO INC   2016-01-22 2018-03-15
88. PFIZER INC   2013-08-27 2018-03-02
351. PFIZER INC   2013-08-27 2018-03-15
21. PHILLIPS 66   2006-06-06 2018-03-02
28. PIONEER NAT RES CO COM   2016-10-21 2018-03-02
150. PIONEER NAT RES CO COM     2018-03-15
170. PRAXAIR INC     2018-10-31
52. PRUDENTIAL FINL INC   2014-12-09 2018-03-15
243. PRUDENTIAL FINL INC     2018-05-04
275. QUALCOMM INC     2018-03-02
77. REGENERON PHARMACEUTICALS     2018-06-20
8.166 RESIDEO TECHNOLOGIES INC   2018-03-02 2018-11-06
45.834 RESIDEO TECHNOLOGIES INC   2013-08-27 2018-11-06
.167 RESIDEO TECHNOLOGIES INC   2018-03-02 2018-11-15
12. TRAVELERS COS INC   2017-03-14 2018-03-15
70. UNILEVER PLC ADR SPON NEW   2016-01-22 2018-03-02
95. UNILEVER PLC ADR SPON NEW     2018-03-15
73. UNION PACIFIC CORP     2018-03-15
25. UNITED TECHNOLOGIES CORP   2002-05-28 2018-01-09
17. UNITEDHEALTH GROUP INC   2016-04-15 2018-01-09
34. UNITEDHEALTH GROUP INC   2016-04-15 2018-03-02
1956.947 VANGUARD GNMA FUND - ADMIRAL SHARES   2016-12-23 2018-03-21
300. VANGUARD REIT VIPERS   2013-05-13 2018-03-02
30. VANGUARD REIT VIPERS   2017-04-24 2018-03-02
52. VERIZON COMMUNICATIONS   2012-06-07 2018-03-02
100000. WELLS FARGO & COMPANY 1.5% 01/16/2018   2013-07-25 2018-01-16
15. ACCENTURE PLC CL A   2011-12-01 2018-03-02
88. ACCENTURE PLC CL A   2011-12-01 2018-03-15
9. BROADCOM LTD   2016-04-15 2018-03-02
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 24,193   25,896 -1,703
b 1,905   1,116 789
c 1,400   78 1,322
d 3,136   195 2,941
e 6,377   390 5,987
4,060   281 3,779
2,080   1,772 308
3,666   2,190 1,476
4,049   2,409 1,640
13,090   7,555 5,535
6,648   2,660 3,988
5,602   2,914 2,688
4,046   2,628 1,418
70   45 25
3,272   2,190 1,082
6,277   4,087 2,190
3,798   2,482 1,316
4,742   2,269 2,473
6,604   3,025 3,579
1,865   1,122 743
4,904   3,033 1,871
18,478   11,311 7,167
6,884   5,882 1,002
17,964   17,008 956
4,384   2,783 1,601
6,546   3,967 2,579
1,513   601 912
5,866   2,553 3,313
4,519   1,952 2,567
6,197   2,913 3,284
1,673   861 812
11,333   6,570 4,763
12,497   7,284 5,213
1,928   130 1,798
1,809   1,036 773
9,241   420 8,821
8   4 4
80   78 2
431   226 205
100,000   100,000  
10,391   11,359 -968
3,192   3,500 -308
2,885   1,497 1,388
7,111   3,991 3,120
2,303   814 1,489
26,483   8,952 17,531
2,905   166 2,739
5,377   349 5,028
26,442   1,647 24,795
6,126   416 5,710
1,414   327 1,087
5,149   1,308 3,841
32,129   8,498 23,631
2,271   1,417 854
3,701   2,523 1,178
4,977   3,714 1,263
14,936   14,175 761
2,596   351 2,245
7,411   1,169 6,242
24,184   18,547 5,637
3,806   1,142 2,664
5,504   1,644 3,860
891   625 266
3,903   2,678 1,225
2,500   2,213 287
5,621   4,810 811
3,149   2,479 670
12,827   9,888 2,939
1,893   630 1,263
4,614   5,241 -627
24,990   28,039 -3,049
27,787   12,591 15,196
5,656   4,585 1,071
24,073   15,924 8,149
17,729   18,985 -1,256
25,639   25,625 14
193   216 -23
1,082   650 432
4   4  
1,688   1,470 218
3,592   2,964 628
4,971   4,030 941
9,945   8,406 1,539
3,348   858 2,490
3,811   2,163 1,648
7,634   4,326 3,308
20,000   20,470 -470
21,877   22,896 -1,019
2,188   2,516 -328
2,497   2,169 328
100,000   97,759 2,241
2,344   873 1,471
14,344   5,122 9,222
2,217   1,404 813
      1,432
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,703
b       789
c       1,322
d       2,941
e       5,987
      3,779
      308
      1,476
      1,640
      5,535
      3,988
      2,688
      1,418
      25
      1,082
      2,190
      1,316
      2,473
      3,579
      743
      1,871
      7,167
      1,002
      956
      1,601
      2,579
      912
      3,313
      2,567
      3,284
      812
      4,763
      5,213
      1,798
      773
      8,821
      4
      2
      205
       
      -968
      -308
      1,388
      3,120
      1,489
      17,531
      2,739
      5,028
      24,795
      5,710
      1,087
      3,841
      23,631
      854
      1,178
      1,263
      761
      2,245
      6,242
      5,637
      2,664
      3,860
      266
      1,225
      287
      811
      670
      2,939
      1,263
      -627
      -3,049
      15,196
      1,071
      8,149
      -1,256
      14
      -23
      432
       
      218
      628
      941
      1,539
      2,490
      1,648
      3,308
      -470
      -1,019
      -328
      328
      2,241
      1,471
      9,222
      813
       
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 2 254,836
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 162,340 3,710,644 0.04375
2016 161,394 3,474,113 0.046456
2015 161,578 3,507,264 0.04607
2014 161,050 3,552,591 0.045333
2013 160,314 3,401,897 0.047125
2
Total of line 1, column (d) .....................
2
0.228734
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
0.045747
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,872,531
5
Multiply line 4 by line 3......................
5
177,157
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,290
7
Add lines 5 and 6........................
7
180,447
8
Enter qualifying distributions from Part XII, line 4,.............
8
165,712
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 6,580
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 6,580
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 6,580
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,692
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,692
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 888
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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 .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletHUNTINGTON NATIONAL BANK Telephone no.bullet (330) 742-7021

    Located atbulletPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4bullet43216
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    HUNTINGTON NATIONAL BANK CO-TRUSTEE
    40     		42,087    
    PO BOX 1558
    COLUMBUS,OH43216
    HELEN STAMBAUGH CO-TRUSTEE
    20     		0    
    30 OVERHILL AVE
    YOUNGSTOWN,OH44512
    LEONARD OLSON CO-TRUSTEE
    20     		0    
    1200 METROPOLITAN TOWER
    YOUNGSTOWN,OH44503
    FRANK HIERRO DIRECTOR
    1     		0    
    PO BOX 44503
    YOUNGSTOWN,OH44503
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,811,857
    b
    Average of monthly cash balances.......................
    1b
    119,647
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,931,504
    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
    3,931,504
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    58,973
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,872,531
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    193,627
    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
    193,627
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,580
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,580
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    187,047
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    187,047
    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
    187,047
    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
    165,712
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    165,712
    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
    165,712
    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 7 187,047
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 11,175
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 165,712
    a Applied to 2017, but not more than line 2a 11,175
    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..... 154,537
    e Remaining amount distributed out of corpus 0
    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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		32,510
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    SHEPHERDS FOUNDATION
    PO BOX 50
    KENSINGTON,MD20895     		NONE PC GENERAL SUPPORT 36,000
    COPELAND OAKS
    715 S JOHNSON RD
    SEBRING,OH44672     		NONE PC GENERAL SUPPORT 36,000
    PARK VISTA
    1216 FIFTH AVE
    YOUNGSTOWN,OH44504     		NONE PC GENERAL SUPPORT 72,000
    Total .................................bullet 3a 144,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 95,491  
    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 ............     		    18 254,836  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    14 416  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   350,743  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    350,743
    (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:
    A D & H R STAMBAUGH CHAR FDN
    EIN:
    34-1327065
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 935 468   468

    TY 2018 ExplnOfNonFilingWithAGStmt
    Name:
    A D & H R STAMBAUGH CHAR FDN
    EIN:
    34-1327065
    Statement:
    The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    A D & H R STAMBAUGH CHAR FDN
    EIN:
    34-1327065
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF AMERICA CORP 5.42% 03/    
    CARDINAL HEALTH INC 4.625% 12/ 99,950 101,685
    EATON VANCE FLOATING RATE FUND    
    GENERAL ELCTRIC CAP CORP SERIE    
    ISHARES CORE TOTAL U.S. BOND M    
    JP MPORGAN CHASE & CO 2.6% 01/    
    PIMCO INCOME FUND-INSTITUTIONA 65,000 62,777
    SPDR BARCLAYS HIGH YIELD BOND    
    VANGUARD INFLATION PROTECTED S 80,000 74,399
    WELLS FARGO COMPANY 1.5% 01/16    
    POWERSHARES PREFERRED PORTFOLI    
    ABBOTT LABORATORIES 2.55% 99,923 97,418
    FEDERATED TOTAL RETURN BOND FU 60,000 58,132
    LORD ABBETT SHORT DURATION 65,000 62,800
    PRUDENTIAL TOTAL RETURN BOND 65,000 63,828
    STRYKER CORP 3.375% 100,688 97,819
    VANGUARD GNMA FUND - ADMIRAL 29,530 28,752
    FFCB 2.85% 04/24/2025-2017 50,000 49,090
    FEDERATED INSTITUTIONAL HIGH 50,000 45,609
    FREDDIE MAC 2.4% 02/26/2021-20 99,625 99,348
    INVESCO POWERSHARES PREFERRED 86,880 80,820
    JP MPORGAN CHASE & CO 4.35% 102,969 102,264
    UNION PACIFIC CORP 2.75% 98,194 97,240

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    A D & H R STAMBAUGH CHAR FDN
    EIN:
    34-1327065
    Name of Stock End of Year Book Value End of Year Fair Market Value
    JEFFERIES TR/J ALERIAN MLP ETF    
    AT&T INC    
    ABBOTT LABORATORIES    
    ABBVIE INC    
    AEGON N V PFD 6.375% 50,000 50,320
    ALEXANDRIA REAL ESTATE EQUITIE 17,125 26,505
    ALTRIA GROUP INC 888 11,261
    AMGEN INC 7,555 13,432
    ANADARKO PETROLEUM CORP W/1 RT    
    ANTHEM INC 25,735 27,576
    APPLE INC 26,080 57,102
    BAXALTA INC    
    BAXTER INTERNATIONAL INC W/1 R 14,179 30,277
    BLACKROCK OINC 40,831 36,925
    BOEING CO 14,781 32,250
    BORG-WARNER INC    
    BROADCOM CORPO CL A    
    CVS HEALTH CORPORATION    
    CATERPILLAR INC    
    CHEVRON CORPORATION 30,687 32,637
    CHUBB CORP W/ 1RT/SH    
    CHURCH & DWIGHT CO INC W/1 RT/    
    CISCO SYSTEMS 15,866 25,131
    COLGATE PALMOLIVE 6,097 12,083
    COMCAST CORP CL A    
    CONOCOPHILLIPS 10,659 9,228
    CONSTELLATION BRANDS INC CL A 34,374 37,793
    COSTCO WHOLESALE CORP    
    DOMINION RESOURCES INC/ VA    
    EASTMAN CHEMICAL CO 3,908 14,622
    EMERSON ELCTRIC CO 26,926 38,838
    EXXON MOBIL CORP 12,154 20,457
    GENERAL ELECTRIC CO    
    HARBOR INTERNATIONAL FUND    
    HOME DEPOT INC 27,189 40,721
    HONEYWELL INTERNATIONAL INC 27,996 42,939
    IBM CORP    
    JP CHASE MORGAN & CO 58,717 66,870
    JOHSON& JOHNSON 1,248 19,358
    KLA-TENCOR CORP    
    KINDER MORGAN INC    
    KOHLS CORP    
    THE KROGER CO    
    LOWES COMPANIES INC    
    MCDONALDS CORP 5,611 42,617
    MERCK & CO INC    
    METLIFE INC    
    MONSANTO CO    
    NEXTERA ENERGY INC 19,594 71,961
    NIKE INC CL B 16,963 28,173
    OCCIDENTAL PETROLEUM CORP    
    PNC FINANCIAL SERVICES    
    PFIZER INC 11,776 15,758
    PHILIP MORRIS INTL INC    
    PHILLIPS 66 12,753 24,036
    PRAXAIR INC    
    PROCTER & GAMBLE CO    
    PRUDENTIAL FINANCIAL INC    
    QUALCOMM INC    
    ROYAL DUTCH SHELL PLC-ADR    
    SCHLUMBERGER LTD    
    SEMPRA ENERGY    
    SMUCKER (J.M) CO THE-NEW COM W    
    STARBUCKS CORP    
    TARGET CORP    
    TEXAS INSTRUMENT INC 23,509 67,662
    THERMO FISHER SCIENTIFIC IN 1 38,472 55,052
    US BANCORP    
    UNION PACIFIC CORP 9,952 13,408
    UNITED TECHNOLOGIES CORP 11,149 34,606
    V F CORP    
    VALERO ENERGY CORP 66,274 63,725
    VANGUARD REIT FUND    
    VERIZON COMMUNICATONS 22,064 29,740
    ALLERGAN PLC    
    ACCENTURE PLC CL A 16,121 39,060
    ACE LIMITED    
    ANALOG DEVICES INC 28,265 49,781
    DU PONT E I NEMOURS & CO    
    ACTAVIS PLC    
    APACHE CORP    
    DOVER CORP    
    FREEPORT-CMORAN INC W/1 RT/SH    
    GENUINE PARTS CO W/1 RT /SH    
    GOLDMAN SACHS GROUP INC    
    INTEL CORP    
    PACKAGING CORP OF AMERICA    
    ALPHABET INC - CL A 39,691 48,068
    AMERICAN INTL GROUP    
    APPLIED MATERIALS INC 19,600 21,805
    BECTON DICKINSON 18,336 22,532
    BRISTOL-MYERS SQUIBB CO    
    BROADCOM LTD 17,335 26,445
    CHUBB LIMITED 46,940 59,423
    CR BARD INC    
    CROWN CASTLE INTL CORP 9,733 11,949
    DOW CHEMICAL    
    EATON VANCE ATLANTA CAPITAL 15,500 16,261
    EOG RESOURCES INC 28,108 32,791
    FACEBOOK INC-A 36,540 37,361
    ISHARES S&P SMALL-CAP 600 GROW 15,649 18,553
    LOCKHEED MARTIN CORPORATION 24,404 27,493
    MASCO CORP    
    PEPSICO INC 14,996 16,572
    PIONEER NATURAL RESOURCE W/1    
    PRICELINE GROUP INC    
    STRYKER CORP 20,507 28,215
    UNILEVER PLC SPONSORED ADR 17,388 20,900
    UNITEDHEALTH GROUP INC 7,352 13,951
    VANGUARD SMALL-CAP VALUE INDEX 15,500 15,991
    WALT DISNEY CO    
    WISDOMTREE MIDCAP DIVIDEND FUN 14,535 15,372
    WISDOMTREE SMALL CAP DVD INDEX 13,986 13,688
    AMAZON.COM INC 45,066 49,565
    AMERICAN EXPRESS 22,395 26,499
    BERKSHIRE HATHAWAY INC CL B 23,951 25,727
    COOPER COMPANIES INC W/1 RT P/ 21,633 27,995
    COSTCO WHOLESALE CORP 35,791 53,983
    DOWDUPONT INC 10,960 10,963
    EDWARDS LIFESCIENCES CORP 44,382 56,979
    ILLINOIS TOOL WORKS 30,559 28,125
    M & T BANK CORP 50,152 39,504
    MARRIOTT INTERNATIONAL INC NEW 28,520 33,979
    MCCORMICK & CO INC COM NON VTG 25,434 35,088
    MICROSOFT CORP    
    NORTHROP GRUMMAN CORP W/1 RT/S 24,468 18,857
    O'REILLY AUTOMOTIVE INC 22,860 34,433
    ROCKWELL AUTOMATION, INC 26,621 21,519
    ROSS STORES INC 14,238 16,474
    SVB FINANCIAL GROUP 24,429 24,690
    SALESFORCE.COM INC    
    TRAVELERS COS INC 23,037 22,513
    VISA INC CLASS A SHARES 32,326 42,353
    BOOKING HOLDINGS INC 24,100 25,836
    DOMINION ENERGY 17,431 62,599
    ISHARES CORE S&P SMALL-CAP ETF 3,498 2,981
    MICROSOFT CORP 43,158 56,778
    AMERICAN FUNDS- NEW WORLD FUND 3,500 2,925
    PARKER HANNFIN CORP 17,690 14,914
    SALESFORCE COM INC 24,172 39,447
    VANGUARD DEVELOPED MARKETS IND 3,533 2,931
    LINDE PUBLIC LIMITED COMPANY 12,591 26,527

    TY 2018 OtherDecreasesSchedule
    Name:
    A D & H R STAMBAUGH CHAR FDN
    EIN:
    34-1327065
    Description Amount
    2018 INCOME POSTED IN 2019 1,305
    CORPORATE ACTION 15,196


    TY 2018 OtherExpensesSchedule
    Name:
    A D & H R STAMBAUGH CHAR FDN
    EIN:
    34-1327065
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 200 0   200
    ADR FEES 5 5   0


    TY 2018 OtherIncomeSchedule2
    Name:
    A D & H R STAMBAUGH CHAR FDN
    EIN:
    34-1327065
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 416 416  


    TY 2018 OtherIncreasesSchedule
    Name:
    A D & H R STAMBAUGH CHAR FDN
    EIN:
    34-1327065
    Description Amount
    2017 INCOME POSTED IN 2018 1,150
    SALE SETTLED IN 2018 11,434
    ROUNDING 9


    TY 2018 TaxesSchedule
    Name:
    A D & H R STAMBAUGH CHAR FDN
    EIN:
    34-1327065
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 4,510 0   0
    FEDERAL ESTIMATES - PRINCIPAL 5,692 0   0
    FOREIGN TAXES ON QUALIFIED FOR 10 10   0
    FOREIGN TAXES ON NONQUALIFIED 1 1   0