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
CREEL-HARISON FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 669
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AUGUSTA, GA30903
A Employer identification number

22-3875267
B Telephone number (see instructions)

(706) 729-2001
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$19,723,701J 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 40,827 40,827  
4 Dividends and interest from securities... 473,902 473,902  
5a Gross rents............ 22,850 22,850  
b Net rental income or (loss) 22,850
6a Net gain or (loss) from sale of assets not on line 10 2,189,811
b Gross sales price for all assets on line 6a 3,772,302
7 Capital gain net income (from Part IV, line 2)... 2,189,811
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,727,390 2,727,390  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 105,000 26,250   78,750
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 3,683 920   2,763
16a Legal fees (attach schedule)......... Click to see attachment 73,899 18,475   55,424
b Accounting fees (attach schedule)....... Click to see attachment 4,800 0   4,800
c Other professional fees (attach schedule).... Click to see attachment 101,450 101,450   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 23,440 3,182   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 8,745 8,745  
20 Occupancy.............. 7,565 1,891   5,674
21 Travel, conferences, and meetings....... 197 49   148
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,565 1,642   4,923
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 335,344 162,604   152,482
25 Contributions, gifts, grants paid....... 834,711 834,711
26 Total expenses and disbursements. Add lines 24 and 25 1,170,055 162,604   987,193
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,557,335
b Net investment income (if negative, enter -0-) 2,564,786
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 30,817 104,188 104,188
2 Savings and temporary cash investments......... 401,792 768,587 768,587
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,896,742 Click to see attachment5,072,795 15,741,971
c Investments—corporate bonds (attach schedule)....... 2,357,424 Click to see attachment3,158,044 3,091,421
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet   225,416    
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 637,438 0 0
14 Land, buildings, and equipment: basis bullet55,080
Less: accumulated depreciation (attach schedule) bullet55,080      
15 Other assets (describe bullet) Click to see attachment15,177 Click to see attachment17,534 Click to see attachment17,534
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,564,806 9,121,148 19,723,701
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment2,186 Click to see attachment1,193
23 Total liabilities (add lines 17 through 22)......... 2,186 1,193
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........ 15,043,285 15,043,285
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -7,480,665 -5,923,330
30 Total net assets or fund balances (see instructions)..... 7,562,620 9,119,955
31 Total liabilities and net assets/fund balances (see instructions). 7,564,806 9,121,148
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
7,562,620
2
Enter amount from Part I, line 27a .....................
2
1,557,335
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,119,955
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
9,119,955
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 ISHARES JP MORGAN USD   2018-02-21 2018-02-21
b JPMORGAN CHASE   2014-09-23 2018-05-15
c LINDE PLC   2015-09-09 2018-11-07
d WELLS FARGO &CO   2014-09-23 2018-01-16
e ANADARKO PETE CORP   2003-08-11 2018-02-21
APERGY CORP   2004-10-06 2018-06-12
APPLE INC   2006-03-23 2018-02-21
CANADIAN NATURAL RES   2006-02-13 2018-02-21
DANAHER CORP   2002-11-22 2018-02-21
GARRETT MOTION INC.   2005-05-02 2018-12-14
HONEYWELL INTL INC   2005-04-26 2018-02-21
ILLINOIS TOOL WORKS   2007-03-13 2018-02-21
MICROSOFT CORP   2000-05-02 2018-02-21
RESIDEO TECHNOLOGIES INC   2005-04-28 2018-12-14
TEXAS INSTRUMENTS   2007-02-08 2018-02-21
1424 WALTON WAY PROPERTY   1991-11-01 2018-03-20
CAPITAL GAINS 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 366,061   393,362 -27,301
b 150,000   148,836 1,164
c 200,000   197,652 2,348
d 150,000   149,626 374
e 76,905   27,699 49,206
51,287   17,279 34,008
173,157   8,588 164,569
186,861   158,024 28,837
190,541   26,163 164,378
1,318   422 896
155,244   36,156 119,088
162,276   50,088 112,188
93,179   35,968 57,211
4,139   1,132 3,007
105,068   29,036 76,032
1,700,000 1,105,423 1,407,883 1,397,540
6,266     6,266
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       -27,301
b       1,164
c       2,348
d       374
e       49,206
      34,008
      164,569
      28,837
      164,378
      896
      119,088
      112,188
      57,211
      3,007
      76,032
      1,397,540
      6,266
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 2,189,811
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 951,171 20,228,574 0.047021
2016 875,170 18,545,754 0.047190
2015 964,715 18,569,337 0.051952
2014 914,771 19,228,988 0.047572
2013 841,516 18,549,949 0.045365
2
Total of line 1, column (d) .....................
2
0.239100
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
0.047820
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
20,068,917
5
Multiply line 4 by line 3......................
5
959,696
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
25,648
7
Add lines 5 and 6........................
7
985,344
8
Enter qualifying distributions from Part XII, line 4,.............
8
987,193
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 25,648
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 25,648
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 25,648
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 16,760
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,200
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 70
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,758
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJAMES OVERSTREET Telephone no.bullet (706) 863-2255

    Located atbullet1229 AUGUSTA WEST PKWYAUGUSTAGA ZIP+4bullet30909
    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
    CLINT BRYANT TRUSTEE
    2.00     		2,500 0 0
    2506 WILLOW RIDGE DRIVE
    AUGUSTA,GA30909
    PAMELA JAMES DOUMAR TRUSTEE
    2.00     		10,000 0 0
    3032 LAKE FOREST DRIVE
    AUGUSTA,GA30909
    PHIL S HARISON JR TRUSTEE
    2.00     		10,000 0 0
    3209 MONTPELIER DRIVE
    AUGUSTA,GA30909
    MARK MAUND TRUSTEE
    2.00     		2,500 0 0
    2618 HENRY STREET
    AUGUSTA,GA30904
    MARY ANNE PLUNKETT TRUSTEE
    2.00     		10,000 0 0
    3010 VASSAR DRIVE
    AUGUSTA,GA30909
    FRED SIMS JR TRUSTEE
    2.00     		10,000 0 0
    2623 RAYMOND AVENUE
    AUGUSTA,GA30904
    ELEANOR H TAYLOR TRUSTEE
    2.00     		10,000 0 0
    1426 ANTHONY ROAD
    AUGUSTA,GA30904
    JULIE M HARISON RESIGNED TRUSTEE
    2.00     		2,500 0 0
    3209 MONTPELIER DRIVE
    AUGUSTA,GA30909
    ROBBIE T WHITE DIRECTOR
    20.00     		47,500 0 0
    1032 THORNWOOD DRIVE
    NORTH AUGUSTA,SC29860
    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.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    19,353,898
    b
    Average of monthly cash balances.......................
    1b
    652,692
    c
    Fair market value of all other assets (see instructions)................
    1c
    367,945
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,374,535
    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
    20,374,535
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    305,618
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    20,068,917
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,003,446
    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
    1,003,446
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    25,648
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    25,648
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    977,798
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    977,798
    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
    977,798
    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
    987,193
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    987,193
    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
    25,648
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    961,545
    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 7 977,798
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 876,945
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 987,193
    a Applied to 2017, but not more than line 2a 876,945
    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..... 110,248
    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 ..........     		867,550
    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....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ROBBIE T WHITE DIRECTOR
    PO BOX 669
    AUGUSTA,GA30903
    (706) 729-2001
    bThe form in which applications should be submitted and information and materials they should include:
    PROSPECTIVE GRANTEES MUST COMPLETE GRANT APPLICATION AFTER CONTACTING FOUNDATION TO CONFIRM ELIGIBILITY.
    cAny submission deadlines:
    SUBMISSION DEADLINE IS OCTOBER 1ST EACH YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GEOGRAPHIC AND CHARITABLE RESTRICTIONS.
    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
    ALLELUIA COMMUNITY SCHOOL
    2819 PEACH ORCHARD ROAD
    AUGUSTA,GA30906     		N/A PC FUNDING FOR EQUIPMENT 10,000
    ALZHEIMER'S ASSOCIATION
    106 SRP DRIVE STE A
    EVANS,GA30809     		N/A PC EDUCATIONAL MATERIALS SUCH AS BROCHURES, BOOKS, AND DVDS 5,000
    ASSISTANCE LEAGUE OF PUEBLO
    515 N CHESTER AVE
    PUEBLO,CO81003     		N/A PC OPERATION SCHOOL BELL (CLOTHES & SUPPLIES) 8,000
    AUGUSTA BALLET
    1301 GREENE STREET
    AUGUSTA,GA30901     		N/A PC NEW MARLEY DANCE FLOOR 10,000
    AUGUSTA CHORAL SOCIETY
    1301 GREENE STREET
    AUGUSTA,GA30901     		N/A PC RENTAL OF A SCREEN AND PROJECTOR FOR THE MAY 21, 2019 CONCERT 1,200
    AUGUSTA MINI THEATRE
    2548 DEANS BRIDGE ROAD
    AUGUSTA,GA30906     		N/A PC TICKET ASSISTANCE, TUITION FEE ASSISTANCE, AND PROGRAMMING SUPPLIES 11,429
    AUGUSTA MUSEUM OF HISTORY
    560 REYNOLDS ST
    AUGUSTA,GA30901     		N/A PC THE PURCHASE OF EQUIPMENT THAT WAS SPECIFIED IN THE GRANT REQUEST 9,083
    AUGUSTA PLAYERS INC
    PO BOX 2352
    AUGUSTA,GA30903     		N/A PC THE ARTREACH THEATRE PROGRAM. THE GRANT FUNDS ARE TO BE USED FOR ROYALTIES, EDUCATIONAL MATERIALS, AND SCHOLARSHIPS (NO SALARIES) 15,000
    AUGUSTA RESCUE MISSION
    PO BOX 968
    AUGUSTA,GA30903     		N/A PC UPGRADING THE FIRE SAFETY SYSTEM 12,500
    AUGUSTA SYMPHONEY INC
    1301 GREENE STREET STE 200
    AUGUSTA,GA30901     		N/A PC A VIDEOGRAPHER TO DOCUMENT COMMUNITY CHORDS IN COLLABORATION WITH THE AUGUSTA VA MEDICAL CENTER 15,000
    AUGUSTA TECH COLLEGE FOUNDATION
    3200 AUGUSTA TECH DR
    AUGUSTA,GA30906     		N/A PC A TRAINING FLOOR FOR THE BASIC LAW ENFORCEMENT ACADEMY 11,806
    AUGUSTA TRAINING SHOP
    1704 JENKINS ST
    AUGUSTA,GA30904     		N/A PC BOOTH RENTAL AT THE ATLANTA MARKET 11,000
    AUGUSTA UNIVERSITY LITERACY CENTER
    1401 MAGNOLIA DRIVE
    AUGUSTA,GA30909     		N/A PC STATE LICENSES FOR LITERACY STUDENTS IN THE NATIONAL STYLES READING PROGRAM, A COPIER, AND FURNITURE FOR THE LITERACY BUILDING 20,000
    AUGUSTA WOUNDED WARRIOR PROJECT
    701 GREENE STREET SUITE 104
    AUGUSTA,GA30901     		N/A PC DIRECT ASSISTANCE TO VETERANS TO INCLUDE EDUCATION, TRANSPORTATION, CLOTHES, HOUSING NEEDS, AND COMPUTER STATIONS (NO SALARIES) 15,000
    BOYS & GIRLS CLUB OF PUEBLO
    635 W CORONA AVE STE 201
    PUEBLO,CO81003     		N/A PC PROJECT LEARN 10,000
    BOYS & GIRLS CLUB OF THE CSRA
    206 MILLEDGE ROAD
    AUGUSTA,GA30904     		N/A PC THE GREAT FUTURES ACADEMY 30,000
    BROAD STREET MINISTRIES
    20 BROAD STREET
    AUGUSTA,GA30901     		N/A PC THE FOOD PANTRY AND ADULT LITERACY PROGRAM 20,000
    CARE & SHARE FOOD BANK
    2605 PREAMBLE POINT
    COLORADO SPRINGS,CO80915     		N/A PC FOOD ACQUISITION AND DISTRIBUTION 25,000
    CATHOLIC CHARITIES OF PUEBLO
    429 WEST 10TH STREET
    PUEBLO,CO81003     		N/A PC THE SCHOOL READINESS PROGRAM 8,000
    CHAPEL OF OUR SAVIOR EPISCOPAL CHURCH
    8 FOURTH STREET
    COLORADO SPRINGS,CO80906     		N/A PC THE FOURTH INSTALLMENT OF A FOUR YEAR PLEDGE TOTALING $100K FOR THE ENGAGING OUR POTENTIAL CAPITAL CAMPAIGN 25,000
    CHEYENNE VILLAGE
    6275 LEHMAN DRIVE
    COLORADO SPRINGS,CO80918     		N/A PC REPLACEMENT OF THE ROOF AT THE WEED HOME 20,000
    CHILD ENRICHMENT INC
    PO BOX 12036
    AUGUSTA,GA30914     		N/A PC THE CAC AND CASA PROGRAMS 20,000
    CHRIST COMMUNITY HEALTH SERVICES
    P O BOX 2344
    AUGUSTA,GA30903     		N/A PC RENOVATION OF THE LANEY WALKER HEALTH CLINIC 15,000
    COLORADO FARM TO TABLE
    P O BOX 826
    SALIDA,CO81201     		N/A PC PLANTING, HARVESTING, AND DISTRIBUTION OF FOOD TO COLORADO FOOD BANKS 15,000
    COLTON BALLET COMPANY
    2941 WALTON WAY
    AUGUSTA,GA30909     		N/A PC THE NUTCRACKER SET 10,000
    COMMUNITIES IN SCHOOLS
    PO BOX 1604
    AUGUSTA,GA30903     		N/A PC CASE MANAGEMENT, ACADEMIC & WRAP AROUND SUPPORT, AND THE LITERACY PROGRAM AS SPECIFIED IN THE GRANT REQUEST 20,000
    COMMUNITY FOUNDATION OF CSRA
    P O BOX 31358
    AUGUSTA,GA30903     		N/A PC AN ANONYMOUS DONATION TO THE 2018 EMPTY STOCKING FUND 182
    EASTER SEALS OF EAST GEORGIA
    1500 WRIGHTSBORO ROAD
    AUGUSTA,GA30903     		N/A PC WORK ADJUSTMENT TRAINING ($12,500) AND UNIFORM ITEMS FOR JOB SAMPLING ($1,000) 13,500
    EPISCOPAL DAY SCHOOL
    2248 WALTON WAY
    AUGUSTA,GA30904     		N/A PC CHF COMMUNITY GREEN & AMPHITHEATER - SECOND INSTALLMENT OF A 5 YEAR PLEDGE TOTALING $500,000 100,000
    GOLDEN HARVEST FOOD BANK
    3310 COMMERCE DRIVE
    AUGUSTA,GA30909     		N/A PC THE PURCHASE OF A FORKLIFT 33,000
    HALE FOUNDATION
    PO BOX 2843
    AUGUSTA,GA30914     		N/A PC FOOD ($15,000), DRUG SCREENS & SUPPLIES ($10,000), HOUSING & UTILITIES ($7,500), TRANSPORTATION & FUEL ($2,500), AND MISCELLANEOUS HOUSE REPAIRS ($15,000) 50,000
    HERITAGE ACADEMY
    333 GREENE STREET
    AUGUSTA,GA30901     		N/A PC CHROMEBOOKS FOR 45 STUDENTS @ $350 EACH 15,750
    HISTORIC AUGUSTA INC
    PO BOX 37
    AUGUSTA,GA30903     		N/A PC REPAIRS ON THE WILSON AND LAMAR HOUSES 31,485
    HOPE HOUSE INC
    P O BOX 3597
    AUGUSTA,GA30914     		N/A PC THE THERAPEUTIC CHILD CARE PROGRAM 15,000
    JESSE NORMAN SCHOOL OF ARTS
    739 GREENE STREET
    AUGUSTA,GA30901     		N/A PC LIGHTING FOR THE JNSA THEATRE 8,000
    JUD HICKEY CENTER FOR ALZHEIMER'S
    1901 CENTRAL AVE
    AUGUSTA,GA30904     		N/A PC A BEVERAGE STATION 2,540
    KIDS RESTART INC
    P O BOX 10001
    AUGUSTA,GA30903     		N/A PC TRANSPORTATION SERVICES AND SUPPLIES FOR FOSTER CHILDREN 7,500
    LYDIA PROJECT
    1369 INTERSTATE PARKWAY
    AUGUSTA,GA30909     		N/A PC LODGING & TRANSPORTATION SERVICES AT LYDIA HOUSE 20,000
    LYNNDALE SCHOOL
    1490 EISENHOWER DRIVE
    AUGUSTA,GA30904     		N/A PC AN ARTWORK DISPLAY SYSTEM 1,113
    MORRIS MUSEUM OF ART
    1 10TH STREET 2ND FLOOR
    AUGUSTA,GA30901     		N/A PC ART SUPPLIES ($4,000) AND BROCHURES/PRINTING ($3,500) AS OUTLINED IN YOUR GRANT REQUEST 7,500
    PHINIZY CENTER FOR WATER SCIENCE
    1858 LOCK DAM ROAD
    AUGUSTA,GA30906     		N/A PC THE PURCHASE OF A REFRIGERATOR, INCUBATOR, AND ROOF REPAIR 15,000
    RECING CREW
    PO BOX 7124
    NORTH AUGUSTA,SC29841     		NN PC CRUISERS PROGRAM 5,000
    RONALD MCDONALD HOUSE CHARITIES OF AUGUSTA
    1442 HARPER STREET
    AUGUSTA,GA30901     		N/A PC A REFRIGERATOR AND LAUNDRY MACHINES 18,975
    SACRED HEART CULTURAL CENTER
    1301 GREENE STREET
    AUGUSTA,GA30901     		N/A PC FUNDING THE SURVEY OF THE STAINED GLASS WINDOWS PROJECT 11,108
    SAFE HOMES OF AUGUSTA
    904 MERRY STREET
    AUGUSTA,GA30904     		N/A PC PURCHASE AND INSTALLATION OF BULLET RESISTANT WINDOWS AND ADDITIONAL LIGHT POLES 25,000
    SE FIREFIGHTERS BURN FOUNDATION
    3614 J DEWEY GRAY CIRCLE BLDG C
    AUGUSTA,GA30909     		N/A PC TRANSPORTATION AND PRESCRIPTION ASSISTANCE FOR BURN PATIENTS 12,000
    STORYLAND THEATRE INC
    PO BOX 14875
    AUGUSTA,GA30919     		N/A PC PRODUCTION COSTS AND SUBSIDIZED TICKETS FOR CHILDREN 15,000
    THE MOSAIC CENTER
    478 COLUMBIA INDUSTRIAL BLVD
    EVANS,GA30809     		N/A PC GED TUTORING AND LITERACY CLASSES 6,000
    TUESDAY MUSIC LIVE
    ST PAULS EPISCOPAL CHURCH 605
    REYNOLDS STREET
    AUGUSTA,GA30901     		N/A PC BROCHURE PRINTING AND POSTAGE FOR THE 2019 SEASON 2,000
    TURN BACK THE BLOCK
    PO BOX 3366
    AUGUSTA,GA30914     		N/A PC BUILDING SUPPLIES FOR CONSTRUCTION/RENOVATION OF HOMES 15,000
    UC-CUMBERLAND COLLEGE
    6191 COLLEGE STATION DRIVE
    WILLIAMSBURG,KY40769     		N/A PC SCHOLARSHIPS FOR DESERVING STUDENTS 6,500
    WALTON FOUNDATION FOR INDEPENDENCE
    151 DAVIS ROAD
    AUGUSTA,GA30907     		N/A PC WALTON FOUNDATION PROGRAMS THAT OFFER SPORTS AND LEISURE OPPORTUNITIES 15,000
    YOUNG LIFE OF AUGUSTA
    2249 WALTON WAY
    AUGUSTA,GA30904     		N/A PC CAMP SCHOLARSHIPS FOR INNER-CITY TEENS 9,540
    Total .................................bullet 3a 834,711
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 40,827  
    4 Dividends and interest from securities....     14 473,902  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 22,850  
    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 2,189,811  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,727,390 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,727,390
    (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:
    CREEL-HARISON FOUNDATION INC
    EIN:
    22-3875267
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX PREPARATION FEES 4,800 0   4,800

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

    TY 2018 DepreciationSchedule
    Name:
    CREEL-HARISON FOUNDATION INC
    EIN:
    22-3875267
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE & FIXTURES 1989-01-01 22,403 22,403 200DB 5.000000000000 0 0    
    OFFICE EQUIPMENT 1990-05-16 1,244 1,244 200DB 5.000000000000 0 0    
    DESK CHAIR 1990-06-25 785 785 200DB 7.000000000000 0 0    
    2 CHAIRS 1990-06-25 1,724 1,724 200DB 7.000000000000 0 0    
    SECRETARY DESK 1990-11-26 800 800 200DB 7.000000000000 0 0    
    CREDENZA 1990-02-20 185 185 200DB 7.000000000000 0 0    
    DESK TOP 1990-02-20 185 185 200DB 7.000000000000 0 0    
    TABLE 1990-02-20 450 450 200DB 7.000000000000 0 0    
    4 CHAIRS 1990-02-20 288 288 200DB 7.000000000000 0 0    
    FIXTURES 1990-02-20 242 242 200DB 7.000000000000 0 0    
    SCHUMACHER FABRIC 1990-03-20 3,828 3,828 200DB 7.000000000000 0 0    
    PAYNE WALLPAPER 1990-04-20 500 500 200DB 7.000000000000 0 0    
    BRUNSCHWIG & GIL FABRIC 1990-04-24 2,314 2,314 200DB 7.000000000000 0 0    
    CLARENCE HOUSE WALLPAPER 1990-04-26 1,326 1,326 200DB 7.000000000000 0 0    
    MASLAND CARPET 1990-04-27 2,989 2,989 200DB 7.000000000000 0 0    
    MITCHELL DESIGNS GRASSCL 1990-05-02 2,053 2,053 200DB 7.000000000000 0 0    
    DRAPERIES W/CORNICES 1990-05-30 1,246 1,246 200DB 7.000000000000 0 0    
    FIXTURES 1990-07-01 2,001 2,001 200DB 7.000000000000 0 0    
    TELEPHONE SYSTEM 1990-02-01 744 744 200DB 5.000000000000 0 0    
    FURNITURE 1993-08-30 11,702 11,702 200DB 7.000000000000 0 0    
    SILK FICUS TREE 1993-09-22 159 159 200DB 7.000000000000 0 0    
    PICTURE FRAME 1993-11-15 504 504 200DB 7.000000000000 0 0    
    SHADE 1993-12-21 273 273 200DB 7.000000000000 0 0    
    TABLE 1994-03-09 2,113 2,113 200DB 7.000000000000 0 0    
    TABLE & LAMP 1994-04-12 404 404 200DB 7.000000000000 0 0    
    CHAIR 1994-06-07 106 106 200DB 7.000000000000 0 0    
    CARPET 1995-09-20 1,346 1,346 200DB 7.000000000000 0 0    
    PAINTINGS 1995-09-20 7,599 7,599 200DB 7.000000000000 0 0    
    COPIER 1995-09-19 6,605 6,605 200DB 5.000000000000 0 0    
    COMPUTER 1999-09-27 3,064 3,064 200DB 5.000000000000 0 0    
    LEASEHOLD IMPROVEMENTS 1995-09-11 1,591 1,591 200DB 10.000000000000 0 0    
    1424 WALTON WAY 1991-11-01 1,322,316 1,096,678 SL 31.500000000000 8,745 0    
    CONSOLE 1990-02-20 350 350 200DB 7.000000000000 0 0    
    FIXTURES 1993-11-23 865 865 200DB 7.000000000000 0 0    
    COMPUTER 2007-07-11 1,487 1,487 200DB 5.000000000000 0 0    
    FAX 2007-03-28 439 439 200DB 5.000000000000 0 0    
    APPLE COMUPTER, SOFTWARE, EXTERNAL HARD DRIVE 2012-12-18 1,877 1,877 200DB 5.000000000000 0 0    

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    CREEL-HARISON FOUNDATION INC
    EIN:
    22-3875267
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CHARLES SCHWAB (4007-1727) - CORPORATE BONDS 1,958,044 1,933,955
    EATON VANCE FLOATING 400,000 385,485
    BLACKROCK TOTAL RETURN 600,000 602,661
    OPPENHEIMER DEVELOPING 200,000 169,320

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    CREEL-HARISON FOUNDATION INC
    EIN:
    22-3875267
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CHARLES SCHWAB (4007-1727) - STOCK 3,617,931 13,903,914
    CHARLES SCHWAB (4007-1727) -EXCHANGE TRADED FUNDS 1,204,864 1,622,189
    MFS INTL VALUE CL 250,000 215,868

    TY 2018 LegalFeesSchedule
    Name:
    CREEL-HARISON FOUNDATION INC
    EIN:
    22-3875267
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 73,899 18,475   55,424


    TY 2018 OtherAssetsSchedule
    Name:
    CREEL-HARISON FOUNDATION INC
    EIN:
    22-3875267
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST RECEIVABLE 15,177 17,534 17,534


    TY 2018 OtherExpensesSchedule
    Name:
    CREEL-HARISON FOUNDATION INC
    EIN:
    22-3875267
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 3,179 795   2,384
    BANK FEES - SUNTRUST BANK 187 47   140
    OFFICE SUPPLIES & EXPENSE 2,138 535   1,603
    TELEPHONE 1,061 265   796


    TY 2018 OtherLiabilitiesSchedule
    Name:
    CREEL-HARISON FOUNDATION INC
    EIN:
    22-3875267
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAX LIABILITY 2,186 1,193


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    CREEL-HARISON FOUNDATION INC
    EIN:
    22-3875267
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 101,450 101,450   0


    TY 2018 TaxesSchedule
    Name:
    CREEL-HARISON FOUNDATION INC
    EIN:
    22-3875267
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,182 3,182   0
    EXCISE TAX 20,258 0   0