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
MARY EMILY WILSON CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)REGIONS BANK TRUST DEPT P O BOX 1
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35202
A Employer identification number

64-6179881
B Telephone number (see instructions)

(205) 420-7753
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$2,304,009J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 7,847 7,763  
5a Gross rents............ 45,500 45,500  
b Net rental income or (loss) 21,783
6a Net gain or (loss) from sale of assets not on line 10 11,956
b Gross sales price for all assets on line 6a 96,648
7 Capital gain net income (from Part IV, line 2)... 11,956
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 324 324  
12 Total. Add lines 1 through 11........ 65,627 65,543  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
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 900 0 0 900
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,697 40   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 23,717 23,717    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,314 23,757 0 900
25 Contributions, gifts, grants paid....... 41,900 41,900
26 Total expenses and disbursements. Add lines 24 and 25 68,214 23,757 0 42,800
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,587
b Net investment income (if negative, enter -0-) 41,786
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............. -9,013    
2 Savings and temporary cash investments......... 14,723 3,460 3,460
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)....... 119,026    
c Investments—corporate bonds (attach schedule)....... 129,050    
11 Investments—land, buildings, and equipment: basis bullet515,967
Less: accumulated depreciation (attach schedule) bullet   515,967 515,967 2,024,145
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 17,065 Click to see attachment265,104 276,404
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) 786,818 784,531 2,304,009
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........ 786,818 784,531
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)..... 786,818 784,531
31 Total liabilities and net assets/fund balances (see instructions). 786,818 784,531
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
786,818
2
Enter amount from Part I, line 27a .....................
2
-2,587
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
304
4
Add lines 1, 2, and 3 ..........................
4
784,535
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
784,531
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 1. ALPHABET INC/CA   2015-12-16 2018-01-26
b 35. AMERICAN INTERNATIONAL GROUP   2017-01-25 2018-01-26
c 1. BLACKROCK INC CL A   2012-04-13 2018-01-26
d 9. CELGENE CORP   2016-09-14 2018-01-26
e 9. ECOLAB INC COM   2014-04-11 2018-01-26
5. FACEBOOK INC   2016-06-17 2018-01-26
3. GENERAL DYNAMICS CORPORATION COM   2016-09-14 2018-01-26
3. HOME DEPOT INC   2017-04-10 2018-01-26
4. HONEYWELL INTL INC   2013-05-17 2018-01-26
50. MONDELEZ INTERNATIONAL INC   2016-02-02 2018-01-26
31. PPL CORP   2017-06-06 2018-01-26
5. PRUDENTIAL FINANCIAL INC COM   2012-04-13 2018-01-26
50. REGAL ENTMT GROUP   2017-01-25 2018-01-26
30. SCHLUMBERGER LTD   2014-09-12 2018-01-26
24. SOUTHERN CO   2015-12-16 2018-01-26
40. STARBUCKS CORP COM   2016-06-17 2018-01-26
5. WASTE MGMT INC DEL COM   2014-11-25 2018-01-26
9. ALLERGAN PLC   2016-06-17 2018-01-26
8. AT&T INC   2018-01-26 2018-02-28
74.533 ADVISERS INVT TR JOHCM INTL SL I   2017-08-10 2018-02-28
2. AIR PRODUCTS AND CHEMICALS INC COMMON   2017-04-10 2018-02-28
3. ANALOG DEVICES INC   2017-01-25 2018-02-28
5. APPLE COMPUTER INC COM   2018-01-26 2018-02-28
4. CARNIVAL CORP   2017-04-10 2018-02-28
7. CISCO SYSTEMS INC   2012-04-13 2018-02-28
3. CITIGROUP INC   2018-01-26 2018-02-28
48. COCA-COLA CO USD   2016-06-17 2018-02-28
1. COCA-COLA CO USD   2018-01-26 2018-02-28
3. COGNIZANT TECHNOLOGY SOLUTIONS   2016-02-02 2018-02-28
32. COMCAST CORP NEW CL A   2017-01-25 2018-02-28
3. EXPRESS SCRIPTS HLDG CO   2017-06-05 2018-02-28
57. HCP INC   2018-01-26 2018-02-28
3. HUNT JB TRANS SVCS INC COM   2018-01-26 2018-02-28
9. INTEL CORP   2012-04-13 2018-02-28
2. INTUIT INC COM   2013-06-25 2018-02-28
3. JPMORGAN CHASE & CO   2018-01-26 2018-02-28
6. NEXTERA ENERGY INC   2012-04-13 2018-02-28
5. ORACLE CORPORATION COM   2015-09-09 2018-02-28
2. STRYKER CORP   2012-04-13 2018-02-28
4. SUNTRUST BKS INC   2015-04-22 2018-02-28
6. 3M CO COM   2012-04-13 2018-02-28
2. UNION PACIFIC CORP   2015-11-13 2018-02-28
2. UNITED TECHNOLOGIES CORP   2014-02-19 2018-02-28
4. EATON CORP PLC   2016-04-19 2018-02-28
2. CHUBB LIMITED COM   2015-11-13 2018-02-28
18. ALTRIA GROUP INC   2016-02-02 2018-03-20
1. GENERAL DYNAMICS CORPORATION COM   2016-09-14 2018-03-20
72. ORACLE CORPORATION COM   2015-09-09 2018-03-20
1. THERMO ELECTRON CORP   2012-04-13 2018-03-20
60. WELLS FARGO & CO NEW COM   2013-05-17 2018-03-20
6. WELLS FARGO & CO NEW COM   2018-02-28 2018-03-20
37. INVESCO LTD   2017-04-10 2018-03-20
38. INVESCO LTD   2014-02-19 2018-03-20
33. PROCTER & GAMBLE CO   2018-02-28 2018-04-13
47. SABRE CORP   2017-01-25 2018-04-13
15. WASTE MGMT INC DEL COM   2014-11-25 2018-04-13
21. BRISTOL MYERS SQUIBB CO COM   2018-01-26 2018-05-23
19. CIMAREX ENERGY CO   2018-02-28 2018-05-23
11. GENERAL DYNAMICS CORPORATION COM   2016-09-14 2018-05-23
53. INTEL CORP   2013-05-17 2018-08-14
72. PULTE HOMES INC   2018-02-28 2018-08-14
54.256 INVESCO INTL GRWTH-R5   2018-03-01 2018-09-19
184.455 INVESCO INTL GRWTH-R5   2013-05-17 2018-09-19
1. GARRETT MOTION INC   2013-05-17 2018-10-02
.6 GARRETT MOTION INC   2013-05-17 2018-10-12
10. BANK AMER CORP   2018-03-20 2018-10-16
6. CF INDS HLDGS INC   2018-01-26 2018-10-16
15. CARNIVAL CORP   2017-04-10 2018-10-16
14. COGNIZANT TECHNOLOGY SOLUTIONS   2016-02-02 2018-10-16
8. CONTINENTAL RES INC OKLA   2018-01-26 2018-10-16
17. EXPRESS SCRIPTS HLDG CO   2017-06-05 2018-10-16
14. FACEBOOK INC   2016-06-17 2018-10-16
7. GOLDMAN SACHS GROUP INC   2018-03-20 2018-10-16
2. INTUIT INC COM   2013-06-25 2018-10-16
10. LILLY ELI & CO   2018-01-26 2018-10-16
8. MERCK & CO INC   2018-05-23 2018-10-16
3. MICROSOFT CORP COM   2018-03-20 2018-10-16
6. PFIZER INC COM   2015-08-03 2018-10-16
6. SUNTRUST BKS INC   2015-04-22 2018-10-16
2. RESIDEO TECHNOLOGIES INC   2013-05-17 2018-10-30
.6667 RESIDEO TECHNOLOGIES INC   2013-05-17 2018-11-13
13. ANALOG DEVICES INC   2017-01-25 2018-12-06
6. APPLE COMPUTER INC COM   2018-05-23 2018-12-06
27. CF INDS HLDGS INC   2018-01-26 2018-12-06
30. CONTINENTAL RES INC OKLA   2018-02-28 2018-12-06
11.287 DODGE & COX INCOME   2012-08-07 2018-12-06
3. MCDONALDS CORP   2016-02-02 2018-12-06
3. PEPSICO INC COM   2018-04-13 2018-12-06
43.15 PIONEER BOND FUND-Y   2012-08-07 2018-12-06
11. VERIZON COMMUNICATIONS COM   2014-09-12 2018-12-06
215.456 DODGE & COX INCOME   2012-08-07 2018-12-24
436.577 PIONEER BOND FUND-Y   2012-08-07 2018-12-24
58.708 PRUDENTIAL HIGH YIELD FUND-Z   2017-08-10 2018-12-24
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 1,180   777 403
b 2,262   2,073 189
c 584   199 385
d 949   955 -6
e 1,244   939 305
939   570 369
679   450 229
618   446 172
655   320 335
2,212   2,107 105
987   1,243 -256
626   301 325
1,144   1,155 -11
2,333   2,207 126
1,057   1,113 -56
2,275   1,826 449
444   243 201
1,674   2,127 -453
293   301 -8
1,731   1,584 147
327   272 55
273   225 48
896   852 44
269   234 35
318   140 178
229   239 -10
2,087   2,107 -20
43   48 -5
248   181 67
1,178   1,177 1
229   184 45
1,244   1,673 -429
361   373 -12
450   256 194
340   117 223
352   347 5
916   375 541
256   190 66
328   109 219
285   166 119
1,432   517 915
266   167 99
274   228 46
327   158 169
288   224 64
1,111   1,084 27
226   150 76
3,373   2,173 1,200
214   55 159
3,287   2,383 904
329   357 -28
1,209   1,145 64
1,242   1,280 -38
2,578   2,913 -335
927   1,170 -243
1,242   728 514
1,102   1,349 -247
1,821   2,118 -297
2,255   1,649 606
2,568   1,331 1,237
2,007   2,281 -274
1,892   1,968 -76
6,434   5,788 646
18   8 10
10   5 5
281   321 -40
312   251 61
885   878 7
1,022   844 178
499   463 36
1,626   1,042 584
2,172   1,210 962
1,521   1,847 -326
427   117 310
1,110   860 250
562   473 89
332   281 51
262   216 46
369   250 119
45   29 16
15   10 5
1,147   977 170
1,034   1,108 -74
1,099   1,130 -31
1,337   1,599 -262
150   156 -6
553   371 182
347   327 20
400   420 -20
633   539 94
2,853   2,969 -116
4,056   4,248 -192
300   326 -26
      352
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       403
b       189
c       385
d       -6
e       305
      369
      229
      172
      335
      105
      -256
      325
      -11
      126
      -56
      449
      201
      -453
      -8
      147
      55
      48
      44
      35
      178
      -10
      -20
      -5
      67
      1
      45
      -429
      -12
      194
      223
      5
      541
      66
      219
      119
      915
      99
      46
      169
      64
      27
      76
      1,200
      159
      904
      -28
      64
      -38
      -335
      -243
      514
      -247
      -297
      606
      1,237
      -274
      -76
      646
      10
      5
      -40
      61
      7
      178
      36
      584
      962
      -326
      310
      250
      89
      51
      46
      119
      16
      5
      170
      -74
      -31
      -262
      -6
      182
      20
      -20
      94
      -116
      -192
      -26
       
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 11,956
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 76,297 2,123,044 0.035938
2016 23,330 1,963,781 0.01188
2015 53,204 1,969,672 0.027012
2014 132,315 1,389,737 0.095209
2013 90,724 1,380,231 0.065731
2
Total of line 1, column (d) .....................
2
0.23577
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
0.047154
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
2,304,262
5
Multiply line 4 by line 3......................
5
108,655
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
418
7
Add lines 5 and 6........................
7
109,073
8
Enter qualifying distributions from Part XII, line 4,.............
8
42,800
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 1 836
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........................... 3 836
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- ..... 5 836
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,057
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 1,057
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 221
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet221 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)
    bulletMS
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletREGIONS BANK TRUST DEPT Telephone no.bullet (205) 420-7753

    Located atbullet201 MILAN PARKWAYBIRMINGHAMAL ZIP+4bullet35211
    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
    REGIONS BANK Co-Trustee
    1     		0    
    201 Milan Pkwy
    Birmingham,AL35201
    John R Pittman Co-Trustee
    1     		0    
    201 W Harding Street
    Greenwood,MS38930
    John P Henson Co-Trustee
    1     		0    
    P O Box 494
    Greenwood,MS389350494
    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
    2,339,352
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,339,352
    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
    2,339,352
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    35,090
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,304,262
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    115,213
    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
    115,213
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    836
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    836
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    114,377
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    114,377
    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
    114,377
    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
    42,800
    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
    42,800
    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
    42,800
    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 7 114,377
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 41,804
    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$ 42,800
    a Applied to 2017, but not more than line 2a 41,804
    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..... 996
    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 ..........     		113,381
    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 e-mail address of the person to whom applications should be addressed:
    MONICA OWEN REGIONS BANK
    210 EAST CAPITOL STREET
    JACKSON,MS39201
    (601) 354-8458
    bThe form in which applications should be submitted and information and materials they should include:
    STUDENT GRANT APPLICATION SHOULD BE OBTAINED FROM TRUSTEE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LEFLORE COUNTY, MS, PHYSICALLY AND MENTALLY HANDICAPPED PERSONS AND CHARITABLE ORGANIZATIONS THAT PROVIDE PROGRAMS TO SUCH PERSONS
    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
    MDCC FOUNDATION
    289 E CHERRY ST
    MOORHEAD,MS38761     		NONE PC GENERAL OPERATING 6,000
    FRENCH CAMP ACADEMY
    1 FINE PLACE
    FRENCH CAMP,MS39745     		NONE PC GENERAL OPERATING 2,400
    FIRST PRESBYTERIAN CHURCH
    300 MAIN STREET
    GREENWOOD,MS38945     		NONE PC GENERAL SUPPORT 3,000
    MUSEUM OF THE MISSISSIPPI DELTA
    1608 HIGHWAY82 W
    GREENWOOD,MS38930     		NONE PC GENERAL SUPPORT 24,000
    UNITED DAUGHTERS J Z GEORGE CHAPTER
    3084 TOM COLLINS RD
    UTICA,MS39175     		NONE PC GENERAL SUPPORT 2,500
    ART PLACE MISSISSIPPI
    POBOX 246
    GREENWOOD,MS38935     		NONE PC GENERAL OPERATING 4,000
    Total .................................bullet 3a 41,900
    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 7,847  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 21,783  
    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 11,956  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    14 324  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   41,910  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    41,910
    (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:
    MARY EMILY WILSON CHARITABLE TRUST
    EIN:
    64-6179881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 900     900

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    MARY EMILY WILSON CHARITABLE TRUST
    EIN:
    64-6179881
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DODGE & COX INCOME FUND #147    
    GOLDMAN SACHS HIGH YIELD-INS    
    PIONEER BOND FUND CLASS #0703    

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    MARY EMILY WILSON CHARITABLE TRUST
    EIN:
    64-6179881
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT&T INC    
    AMERICAN INTL GROUP INC    
    APPLE INC    
    BLACKROCK INC    
    CVS HEALTH CORP    
    CELGENE CORP    
    CHEVRON CORP    
    CISCO SYSTEMS INC    
    CITIGROUP INC    
    COGNIZANT TECHNOLOGY SOLUTIONS    
    ECOLAB INC    
    EXXON MOBIL CORP    
    GENERAL ELECTRIC CO    
    HONEYWELL INTL INC    
    INTEL CORP    
    INTUIT INC    
    JPMORGAN CHASE & CO    
    MERCK & CO. INC. NEW    
    NEXTERA ENERGY, INC.    
    ORACLE CORPORATION    
    PEPSICO INC    
    PRUDENTIAL FINANCIAL INC    
    QUALCOMM INC    
    SCHLUMBERGER LTD    
    STARBUCKS CORP    
    STRYKER CORP    
    THERMO FISHER SCIENTIFIC, INC.    
    3M CO    
    UNION PAC CORP    
    UNITED TECHNOLOGIES CORP    
    VERIZON COMMUNICATIONS    
    WASTE MANAGEMENT INC    
    WELLS FARGO & CO    
    WHOLE FOODS MKT INC    
    INVESCO LTD    
    LYONDELLBASELL INDUSTRIES    
    AMERICAN CENTURY SM CAP VAL    
    JP MORGAN MID CAP VALUE FD CL    
    INVESCO INTL GROWTH FD CL R5    
    MFS RESH INTL FD CL I    
    ALPHABET INC CA-CL C    
    ALPHABET INC CA-CL A    
    BRISTOL MYERS SQUIBB CO    
    FACEBOOK INC - A    
    MCDONALDS CORP    
    MICROCHIP TECHNOLOGY INC    
    MONDELEZ INTERNATIONAL    
    NIKE INC CL B    
    PFIZER INC    
    REGAL ENTMT GROUP CL A    
    SOUTHERN CO    
    SUNTRUST BKS INC    
    VERTEX PHARMACEUTICALS INC    
    WAL MART STORES INC    
    MEDTRONIC PLC    
    ALLERGAN PLC    
    ALTRIA GROUP INC    
    AMAZON.COM INC    
    BARON EMERGING MARKETS INST    
    CHUBB LIMITED    
    COCA COLA CO    
    DOLLAR GENERAL CORP    
    EATON CORP PLC ISIN:IE00B8KQN    
    GENERAL DYNAMICS CORP    
    HOME DEPOT INC    
    MATTEL INC    
    AIR PRODUCTS & CHEMICALS INC    
    ANALOG DEVICES INC    
    CARNIVAL CORP    
    COMCAST CORP-CLASS A    
    ELI LILLY & CO    
    EXPRESS SCRIPTS HOLDING CO    
    ISHARES CORE S&P MID-CAP ETF    
    ISHARES CORE S&P SMALL-CAP ETF    
    JB HUNT TRANSPORT SERVICES INC    
    PALO ALTO NETWORKS INC    
    PPL CORP    
    PROCTER & GAMBLE CO/THE    
    SABRE CORP    

    TY 2018 InvestmentsOtherSchedule2
    Name:
    MARY EMILY WILSON CHARITABLE TRUST
    EIN:
    64-6179881
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ADVISERS INVT TR JOHCM INTL SL      
    HCP INC      
    PRUDENTIAL HIGH YIELD FUND      
    91324P102 UNITED HEALTH GROUP AT COST 2,308 2,491
    256677105 DOLLAR GENERAL CORP AT COST 1,316 1,513
    464287507 ISHARES TR S&P MIDCA AT COST 6,370 6,144
    697435105 PALO ALTO NETWORKS I AT COST 1,180 1,507
    913017109 UNITED TECHNOLOGIES AT COST 1,774 2,023
    00206R102 AT&T INC AT COST 2,382 1,884
    009158106 AIR PRODUCTS AND CHE AT COST 951 1,120
    437076102 HOME DEPOT INC USD 0 AT COST 1,826 2,234
    438516106 HONEYWELL INTL INC AT COST 1,228 2,114
    445658107 HUNT JB TRANS SVCS I AT COST 2,085 1,861
    532457108 ELI LILLY & CO COM AT COST 1,811 2,662
    580135101 MC DONALDS CORPORATI AT COST 1,550 2,308
    79466L302 SALESFORCE COM INC AT COST 1,114 1,096
    037833100 APPLE COMPUTER INC C AT COST 1,994 4,259
    778296103 ROSS STORES INC AT COST 1,293 1,165
    867914103 SUNTRUST BANKS INC AT COST 1,248 1,513
    911312106 UNITED PARCEL SVC IN AT COST 2,690 2,243
    92343V104 VERIZON COMMUNICATIO AT COST 1,813 2,361
    931142103 WAL MART STORES INC AT COST 3,503 3,167
    N53745100 LYONDELLBASELL INDU- AT COST 876 998
    12572Q105 CME GROUP INC AT COST 1,235 1,317
    192446102 COGNIZANT TECHNOLOGY AT COST 783 1,079
    278865100 ECOLAB INC COM AT COST 939 1,326
    298706110 AMER FNDS EUROPAC GR AT COST 8,300 7,075
    30231G102 EXXON MOBIL CORP AT COST 2,653 2,182
    464287804 ISHARES TR S & P SMA AT COST 6,715 6,655
    65339F101 NEXTERA ENERGY INC AT COST 812 2,260
    863667101 STRYKER CORP AT COST 785 1,568
    92826C839 VISA INC AT COST 3,094 2,903
    98978V103 ZOETIS INC AT COST 2,470 2,310
    023135106 AMAZON COM INC AT COST 3,063 4,506
    17275R102 CISCO SYS INC AT COST 2,401 3,120
    713448108 PEPSICO INC AT COST 2,205 2,872
    744320102 PRUDENTIAL FINL INC AT COST 603 816
    883556102 THERMO ELECTRON CORP AT COST 1,394 2,462
    G29183103 EATON CORP PLC AT COST 1,956 2,197
    00770G847 JOHCM INTERNATIONAL AT COST 7,966 7,636
    02079K107 ALPHABET INC AT COST 1,605 2,071
    143658300 CARNIVAL CORP AT COST 1,154 1,035
    20030N101 COMCAST CORP NEW CL AT COST 2,418 2,179
    26875P101 EOG RES INC AT COST 2,586 1,831
    46625H100 J P MORGAN CHASE & C AT COST 1,657 3,221
    58933Y105 MERCK & CO INC AT COST 1,625 2,674
    723622403 PIONEER BOND FUND-Y AT COST 69,024 66,270
    742718109 PROCTER & GAMBLE CO AT COST 2,399 2,390
    907818108 UNION PACIFIC CORP AT COST 822 1,382
    H1467J104 CHUBB LTD AT COST 2,013 2,325
    09247X101 BLACKROCK INC CL A AT COST 953 1,178
    172967424 CITIGROUP INC AT COST 1,800 1,666
    256210105 DODGE & COX INCOME F AT COST 56,208 54,382
    579780206 MC CORMICK & CO INC AT COST 1,776 1,810
    92939U106 WEC ENERGY GROUP INC AT COST 2,428 2,424
    060505104 BANK AMER CORP AT COST 3,433 2,636
    06828M876 BARON EMERGING MARKE AT COST 7,217 8,342
    166764100 CHEVRONTEXACO CORP AT COST 2,235 2,393
    461202103 INTUIT INC COM AT COST 350 1,181
    594918104 MICROSOFT CORP COM AT COST 5,789 6,297
    717081103 PFIZER INC COM AT COST 2,125 2,575
    74440Y801 PRUDENTIAL HIGH YIEL AT COST 6,649 6,144
    02079K305 ALPHABET INC/CA AT COST 876 2,090
    151020104 CELGENE CORP AT COST 1,276 961

    TY 2018 OtherDecreasesSchedule
    Name:
    MARY EMILY WILSON CHARITABLE TRUST
    EIN:
    64-6179881
    Description Amount
    MF TIMING DIFFERENCE 4


    TY 2018 OtherExpensesSchedule
    Name:
    MARY EMILY WILSON CHARITABLE TRUST
    EIN:
    64-6179881
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Rent and Royalty Expense 23,717      


    TY 2018 OtherIncomeSchedule2
    Name:
    MARY EMILY WILSON CHARITABLE TRUST
    EIN:
    64-6179881
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 324 324  


    TY 2018 OtherIncreasesSchedule
    Name:
    MARY EMILY WILSON CHARITABLE TRUST
    EIN:
    64-6179881
    Description Amount
    COST BASIS ADJUSTMENT 304


    TY 2018 TaxesSchedule
    Name:
    MARY EMILY WILSON CHARITABLE TRUST
    EIN:
    64-6179881
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 40 40   0
    FEDERAL TAX PAYMENT - PRIOR YE 600 0   0
    FEDERAL ESTIMATES - INCOME 1,057 0   0