Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE RUNNYMEDE SANCTUARY TRUST UAT OF
DIANA S WISTER DTD 8/5/2013
Number and street (or P.O. box number if mail is not delivered to street address)304 CREEK ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COATESVILLE, PA19320
A Employer identification number

38-7098075
B Telephone number (see instructions)

(610) 857-5200
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$78,687,804J 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) 1,500,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 28 28 28
4 Dividends and interest from securities... 545,814 545,814 545,814
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 2,385,591
b Gross sales price for all assets on line 6a 20,853,387
7 Capital gain net income (from Part IV, line 2)... 2,951,624
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 1,103 1,103 1,103
12 Total. Add lines 1 through 11........ 4,432,536 3,498,569 546,945
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 215,274 0 0 215,274
15 Pension plans, employee benefits....... 66,030 0 0 66,030
16a Legal fees (attach schedule)......... Click to see attachment 131,489 0 0 131,489
b Accounting fees (attach schedule)....... Click to see attachment 26,600 0 0 26,600
c Other professional fees (attach schedule).... Click to see attachment 116,341 106,948 0 9,393
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 49,666 24,355 0 25,311
19 Depreciation (attach schedule) and depletion... Click to see attachment 220,329 0 0
20 Occupancy.............. 25,842 0 0 25,842
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 242,544 0 0 242,544
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,094,115 131,303 0 742,483
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 1,094,115 131,303 0 742,483
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,338,421
b Net investment income (if negative, enter -0-) 3,367,266
c Adjusted net income (if negative, enter -0-)... 546,945
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............. 75,624 286,791 286,791
2 Savings and temporary cash investments......... 404,987 1,903,229 1,903,229
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)....... 13,064,402 Click to see attachment13,705,031 13,705,031
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 13,551,377 Click to see attachment8,579,377 8,579,377
14 Land, buildings, and equipment: basis bullet54,752,143
Less: accumulated depreciation (attach schedule) bullet542,217 49,144,581 Click to see attachment54,209,926 54,209,926
15 Other assets (describe bullet) Click to see attachment3,860,175 Click to see attachment3,450 Click to see attachment3,450
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 80,101,146 78,687,804 78,687,804
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 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........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 80,101,146 78,687,804
30 Total net assets or fund balances (see instructions)..... 80,101,146 78,687,804
31 Total liabilities and net assets/fund balances (see instructions). 80,101,146 78,687,804
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
80,101,146
2
Enter amount from Part I, line 27a .....................
2
3,338,421
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
55,765
4
Add lines 1, 2, and 3 ..........................
4
83,495,332
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,807,528
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
78,687,804
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 SALES OF PUBLICLY TRADED STOCKS P    
b SALES OF PUBLICLY TRADED STOCKS D    
c SALES OF PUBLICLY TRADED STOCKS P    
d SALES OF PUBLICLY TRADED STOCKS P    
e INVESTMENT IN BROWN ADVISORY PEP V P    
INVESTMENT IN BROWN ADVISORY PEP VI P    
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 3,389,203   3,541,733 -152,530
b 2,051,291   1,338,523 712,768
c 14,677,585   12,738,847 1,938,738
d 299,991   242,660 57,331
e 1,321     1,321
87     87
393,909     393,909
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       -152,530
b       712,768
c       1,938,738
d       57,331
e       1,321
      87
      393,909
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 2,951,624
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 -151,209
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 4,479,287 23,848,677 0.187821
2016 3,032,366 17,402,288 0.174251
2015 831,184 7,440,197 0.111715
2014 5 263,744 0.000019
2013 0 899 0.000000
2
Total of line 1, column (d) .....................
2
0.473806
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
0.094761
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
24,735,091
5
Multiply line 4 by line 3......................
5
2,343,922
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
33,673
7
Add lines 5 and 6........................
7
2,377,595
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,171,433
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 67,345
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 67,345
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 67,345
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 17,120
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 90,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 107,120
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 39,775
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet39,775 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$ 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
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.RUNNYMEDESANCTUARY.ORG
    14
    The books are in care ofbulletSIANA CARR O'CONNOR LYNAM LLP Telephone no.bullet (610) 296-4200

    Located atbullet1500 E LANCASTER AVE STE 202PAOLIPA ZIP+4bullet19301
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARGARET DURIEZ TRUSTEE
    1.00     		0 0 0
    250 PALMO WAY
    PALM BEACH,FL33480
    REDMOND STEWART STRAWBRIDGE TRUSTEE
    1.00     		0 0 0
    3801 KENNETT PIKE SUITE B-100
    WILMINGTON,DE19807
    VIRGINIA LOGAN TRUSTEE
    1.00     		0 0 0
    PO BOX 141
    CHADDS FORD,PA19317
    ELLEN FERRETTI TRUSTEE
    1.00     		0 0 0
    PO BOX 141
    CHADDS FORD,PA19317
    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
    BRANDON MAY SANCTUARY MGR
    40.00     		51,783 1,812 0
    304 CREEK ROAD
    COATESVILLE,PA19320
    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
    BALLARD SPAHR LLP LEGAL SERVICES 131,489
    1735 MARKET STREET 51ST FLOOR
    PHILADELPHIA,PA19103
    BROWN ADVISORY FINANCIAL SERVICES 57,159
    901 SOUTH BOND STREET SUITE 400
    BALTIMORE,MD21231
    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 TO PRESERVE THE ESSENTIAL TRANQUIL CHARACTER, QUIET BEAUTY, AND NATURAL RESOURCES OF ALL REAL ESTATE HELD WITHIN THE RUNNYMEDE SANCTUARY. 742,482
    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
    24,131,016
    b
    Average of monthly cash balances.......................
    1b
    980,752
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,111,768
    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
    25,111,768
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    376,677
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    24,735,091
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,236,755
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    742,483
    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
    1,428,950
    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
    2,171,433
    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
    2,171,433
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$  
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
    2014-08-12
    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
    546,945 423,093 668,632 226,722 1,865,392
    b 85% of line 2a ......... 464,903 359,629 568,337 192,714 1,585,583
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		2,171,433 4,496,405 3,122,299 833,282 10,623,419
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		2,171,433 4,496,405 3,122,299 833,282 10,623,419
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 79,230,021 80,423,034 71,430,021 42,794,256 273,877,332
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 54,755,594 53,326,644 49,801,522 33,545,083 191,428,843
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		824,503 794,956 580,076 248,007 2,447,542
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a 0
    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 28  
    4 Dividends and interest from securities....     14 545,814  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 1,103  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,385,591  
    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 2,932,536 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,932,536
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
    DIANA S WISTER DTD 8/5/2013
    Employer identification number

    38-7098075
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
    DIANA S WISTER DTD 8/5/2013         		Employer identification number
    38-7098075
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    DIANA S WISTER  
    2011 RENAISSANCE BLVD STE 102
     
    KING OF PRUSSIA, PA19406

    		$ 1,500,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
    DIANA S WISTER DTD 8/5/2013         		Employer identification number

    38-7098075
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
    DIANA S WISTER DTD 8/5/2013         		Employer identification number

    38-7098075
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 26,600 0 0 26,600

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

    TY 2018 DepreciationSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    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
    600.6 ACRES OF LAND 2014-12-19 13,200,000   L   0 0 0  
    SINGLE FAMILY RESIDENCE & 2 GARAGES 2014-12-19 341,500 26,633 SL 39.000000000000 8,756 0 8,756  
    303.4 ACRES OF LAND 2015-03-20 9,100,000   L   0 0 0  
    FURNITURE - E BRAUN'S FARMTABLE 2015-10-29 13,606 6,912 200DB 7.000000000000 1,913 0 1,944  
    EQUIPMENT - DOLLY FISHER INT 2015-11-19 11,910 7,837 200DB 5.000000000000 1,629 0 2,382  
    EQUIPMENT - AG INDUSTRIAL 2015-11-23 39,815 26,199 200DB 5.000000000000 5,446 0 7,963  
    321.9 ACRES OF LAND 2015-02-26 9,660,000   L   0 0 0  
    FURNITURE - E BRAUN'S FARMTABLE 2016-07-14 4,600 1,666 200DB 7.000000000000 838 0 657  
    EQUIPMENT - WOOD CHIPPER 2016-10-13 31,270 13,446 200DB 5.000000000000 7,130 0 6,254  
    EQUIPMENT - SNAP ON TOOLS 2016-10-13 7,125 3,064 200DB 5.000000000000 1,624 0 1,425  
    FARM TRUCK WITH SNOW PLOW 2016-10-18 50,000 21,500 200DB 5.000000000000 11,400 0 10,000  
    EQUIPMENT - AG INDUSTRIAL 2016-11-17 15,850 6,816 200DB 5.000000000000 3,614 0 3,170  
    308 ACRES OF LAND 2016-02-29 9,240,000   L   0 0 0  
    EQUIPMENT - AG INDUSTRIAL 2016-05-16 14,885 8,187 200DB 5.000000000000 2,679 0 2,977  
    EQUIPMENT - HOOBER INC. 2016-05-25 26,447 14,546 200DB 5.000000000000 4,760 0 5,289  
    ANCIENTWOOD LTD. TABLE 2016-06-20 17,750 7,336 200DB 7.000000000000 2,975 0 2,536  
    EQUIPMENT - LIBERTY TOOL 2016-10-05 2,602 1,119 200DB 5.000000000000 593 0 520  
    TRUCK - COUNTRY DODGE 2016-10-28 11,910 5,122 200DB 5.000000000000 2,715 0 2,382  
    4 WHEELERS - LEROY'S INC 2016-11-17 11,978 5,151 200DB 5.000000000000 2,731 0 2,396  
    EQUIPMENT - LIBERTY TOOL 2016-12-05 1,029 442 200DB 5.000000000000 235 0 206  
    EQUIPMENT - HOOBER INC. 2016-12-15 32,436 13,948 200DB 5.000000000000 7,395 0 6,487  
    IRRIGATION SYSTEM 2016-06-01 6,032 943 150DB 15.000000000000 509 0 402  
    GAS TANK FENCING 2016-06-01 5,400 844 150DB 15.000000000000 456 0 360  
    CONFERENCE CENTER/SHED 2016-06-01 2,683,430 106,076 SL 39.000000000000 68,806 0 68,806  
    DEEP LANDING WORKSHOP - LIGHTING 2016-03-30 1,710 794 200DB 7.000000000000 262 0 244  
    CHICKEN COOPS - HORIZON STRUCTURES 2016-04-25 14,940 6,174 200DB 7.000000000000 2,505 0 2,134  
    EQUIPMENT - KENNETH LYNCH 2016-05-18 8,287 4,558 200DB 5.000000000000 1,492 0 1,657  
    DEEP LANDING WORKSHOP - LIGHTING 2016-06-16 1,809 748 200DB 7.000000000000 303 0 258  
    LAND IMPROVEMENTS - TOM GROFF, INC. 2016-07-15 53,166 7,111 150DB 15.000000000000 4,606 0 3,544  
    LAND IMPROVEMENTS - MARTIN PAVING 2016-06-08 39,386 6,154 150DB 15.000000000000 3,323 0 2,626  
    LAND IMPROVEMENTS - GLOMB SVCS 2016-06-29 21,250 3,320 150DB 15.000000000000 1,793 0 1,417  
    LAND IMPROVEMENTS - EARTH CARE INC 2016-06-17 1,710 267 150DB 15.000000000000 144 0 114  
    LAND IMPROVEMENTS - RP NURSERIES 2016-06-29 7,118 1,112 150DB 15.000000000000 601 0 475  
    LAND IMPROVEMENTS - GLOMB SVCS 2016-11-30 3,230 359 150DB 15.000000000000 287 0 215  
    IRRIGATION SYSTEM 2016-12-15 14,249 1,585 150DB 15.000000000000 1,266 0 950  
    LAND IMPROVEMENTS - CHESTER COUNTY 2016-11-30 52,900 5,885 150DB 15.000000000000 4,702 0 3,527  
    181.85 ACRES OF LAND 2016-02-29 4,545,000   L   0 0 0  
    LAND IMPROVEMENTS - TOM GROFF, INC. 2017-11-17 85,519 1,069 150DB 15.000000000000 8,445 0 5,701  
    BRONZE HOUND 2017-04-13 35,000 2,188 150DB 15.000000000000 3,281 0 2,333  
    COPPER WEATHERVANE 2017-12-20 5,468 68 150DB 15.000000000000 540 0 365  
    EQUIPMENT - ATV'S - LEROYS 2017-11-17 22,363 1,118 200DB 5.000000000000 8,498 0 4,473  
    IRRIGATION SYSTEM 2017-02-27 4,188 366 150DB 15.000000000000 382 0 279  
    LAND IMPROVEMENTS - GLOMB SVCS 2017-05-15 2,305 144 150DB 15.000000000000 216 0 154  
    FENCING AND PAVERS 2017-04-19 17,296 1,081 150DB 15.000000000000 1,622 0 1,153  
    IMPROVEMENTS 2018-10-31 5,113,702   SL 39.000000000000 27,317 0 27,317  
    TRACTOR AXLE 2018-06-21 8,781   200DB 5.000000000000 2,195 0 878  
    SECURITY SYSTEM 2018-06-27 5,671   200DB 5.000000000000 1,418 0 567  
    TRACTORS & EQUIP 2018-10-31 69,218   200DB 5.000000000000 3,461 0 2,307  
    TRUCK PURCHASE 2018-12-31 56,817   200DB 5.000000000000 2,841 0 0  
    LAND IMPROVEMENTS - IRRIGATION 2018-01-08 26,310   150DB 15.000000000000 2,302 0 1,754  
    FENCING 2018-06-06 5,175   150DB 15.000000000000 323 0 201  

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

    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    SALE OF HAY   PURCHASED     40,000     0 40,000  

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ARTISAN INTL VALUE FUND INS 2,004,567 2,004,567
    BA BEUTL GDMAN LRG CAP INST 773,792 773,792
    BROWN ADV STRAT EUR EQ INS 870,250 870,250
    BROWN ADVISORY EMG MKTS INS 1,861,634 1,861,634
    BROWN ADVISORY SM CP FUNDAMENTAL VAL 1,485,357 1,485,357
    DFA US SUSTAINABILITY CORE 1 1,872,931 1,872,931
    ISHARES MSCI EAFE SMALL CAP 614,585 614,585
    ADOBE INC 54,750 54,750
    ALPHABET INC CL A 81,507 81,507
    AMAZON COM INC 85,612 85,612
    AMERICAN TOWER CORP 94,123 94,123
    ASPEN TECHNOLOGY INC 34,023 34,023
    AUTODESK INC 49,643 49,643
    BALL CORP 52,601 52,601
    DANAHER CORP 88,064 88,064
    ECOLAB INC 68,223 68,223
    EDWARDS LIFESCIENCES CORP 48,095 48,095
    FORTIVE CORP WI 49,121 49,121
    HOME DEPOT INC 38,144 38,144
    HUNT J B TRANS SVCS INC 54,149 54,149
    IDEXX LABS INC 28,461 28,461
    ILLUMINA INC 36,591 36,591
    INTUIT INC 74,016 74,016
    MARRIOTT INTL INC 51,566 51,566
    METTLER TOLEDO INTL INC 47,509 47,509
    MICROSOFT CORP 97,304 97,304
    MONOLITHIC POWER SYSTEMS INC 48,360 48,360
    NORDSON CORP 46,666 46,666
    SALESFORCE COM INC 48,350 48,350
    SMITH A O CORP 40,693 40,693
    TJX COMPANIES INC 42,190 42,190
    THERMO FISHER SCIENTIFIC INC 79,669 79,669
    TYLER TECHNOLOGIES INC 42,924 42,924
    UNILEVER N V A D R 46,698 46,698
    UNITEDHEALTH GROUP INC 80,715 80,715
    VERISK ANALYTICS INC CL A 64,661 64,661
    VISA INC CLASS A SHARES 82,331 82,331
    WEST PHARMACEUTICAL SVCS INC 56,171 56,171
    MARVELL TECHNOLOGY GROUP LTD 52,261 52,261
    APTIV PLC 31,278 31,278
    AMN HEALTHCARE SVCS INC 30,086 30,086
    ASGN INC 38,205 38,205
    AT HOME GROUP INC 14,760 14,760
    BJS RESTAURANTS INC 28,623 28,623
    BOINGO WIRELESS INC 20,076 20,076
    THE BRINKS CO 38,337 38,337
    CAMBREX CORP 13,518 13,518
    DAVE BUSTERS ENTERTAINMEN 17,779 17,779
    EVO PAYMENTS INC CLASS A 25,435 25,435
    ETSY INC 38,722 38,722
    EVERBRIDGE INC 18,561 18,561
    EXACT SCIENCES CORP 15,523 15,523
    FIRSTCASH INC 32,413 32,413
    FIVE BELOW 24,250 24,250
    FIVE9 INC 40,222 40,222
    FOCUS FINANCIAL PARTNERS A 10,190 10,190
    GW PHARMACEUTICALS A D R 22,497 22,497
    GENERAC HOLDINGS INC 42,046 42,046
    GRAND CANYON EDUCATION INC 27,015 27,015
    GREEN DOT CORP CL A 43,736 43,736
    GRUBHUB INC 10,830 10,830
    HEALTHEQUITY INC 16,762 16,762
    HUBSPOT INC 24,392 24,392
    INGEVITY CORP 18,998 18,998
    INSPERITY INC 35,010 35,010
    INOGEN INC 17,011 17,011
    LHC GROUP INC 32,107 32,107
    LIGAND PHARMACEUTICALS CL B 32,839 32,839
    LIVE PERSON INC 24,348 24,348
    MASIMO CORP 28,024 28,024
    MEDIDATA SOLUTIONS INC 23,260 23,260
    MEDPACE HLDGS INC 16,408 16,408
    MERIT MED SYS INC 33,040 33,040
    MONOLITHIC POWER SYSTEMS INC 34,526 34,526
    NOVANTA INC 28,035 28,035
    OLLIES BARGAIN OUTLET HOLDI 16,960 16,960
    OMNICELL INC 17,821 17,821
    PGT INNOVATIONS INC 19,733 19,733
    PENUMBRA INC 25,662 25,662
    PETIQ INC 19,832 19,832
    PLANET FITNESS INC CL A 24,290 24,290
    QUALYS INC 27,579 27,579
    REALPAGE INC 25,830 25,830
    REPLIGEN CORP 18,195 18,195
    SIMPLY GOOD FOODS COMPANY 28,312 28,312
    SITEONE LANDSCAPE SUPPLY INC 23,987 23,987
    TREX COMPANY INC 28,552 28,552
    VIRTUSA CORP 35,861 35,861
    VOCERA COMMUNICATIONS INC 35,966 35,966
    W D 40 CO 26,939 26,939
    WEIGHT WATCHERS INTL INC 9,830 9,830
    WINGSTOP INC 22,274 22,274
    MIMECAST LTD 8,138 8,138
    HORIZON PHARMA PLC 45,587 45,587
    AFLAC INC 43,464 43,464
    ABBOTT LABORATORIES 45,279 45,279
    ALTRIA GROUP INC 27,560 27,560
    AMERISOURCEBERGEN CORP 31,099 31,099
    AMGEN INC 51,977 51,977
    AUTOMATIC DATA PROCESSING 25,568 25,568
    CVS HEALTH CORPORATION 41,933 41,933
    CHEVRON CORPORATION 25,348 25,348
    CONAGRA BRANDS, INC 22,108 22,108
    DOLLAR GENERAL CORP 41,827 41,827
    GRAINGER W W INC 32,471 32,471
    ILLINOIS TOOL WORKS INC 36,487 36,487
    JM SMUCKER CO THE 32,722 32,722
    JOHNSON JOHNSON 42,070 42,070
    KROGER CO 31,900 31,900
    LOWES CO INC 39,161 39,161
    MARSH MCLENNAN COS INC 38,360 38,360
    MERCK CO INC 39,351 39,351
    MICROCHIP TECHNOLOGY INC 26,610 26,610
    OCCIDENTAL PETROLEUM CORPORATION 28,173 28,173
    OMNICOM GROUP INC 33,544 33,544
    PHILIP MORRIS INTL 29,842 29,842
    PROCTER & GAMBLE CO 21,325 21,325
    ROSS STORES INC 35,776 35,776
    ROYAL DUTCH SHELL PLC A D R 24,240 24,240
    STATE STR CORP 31,346 31,346
    3M CO 20,388 20,388
    UNITEDHEALTH GROUP INC 46,585 46,585

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BROWN ADV SUSTAIN BND INST AT COST 687,439 687,439
    BROWN ADVISORY STRATEGIC BD FD INSTL AT COST 777,872 777,872
    VANGUARD LIFESTRATEGY GRO IV AT COST 3,677,787 3,677,787
    BROWN ADVISORY PRIVATE EQUITY V AT COST 41,438 41,438
    BROWN ADVISORY REAL ESTATE AT COST 35,639 35,639
    VIKING GLOBAL OPPORTUNITIES AT COST 527,932 527,932
    TPG PUBLIC EQUITY PARTNERS-B LTD AT COST 507,804 507,804
    BROWN ADVISORY PRIVATE EQUITY VI AT COST 8,415 8,415
    BROWN ADV SUSTAIN BND INST AT COST 1,419,800 1,419,800
    GENERATION IM ASIA FUND AT COST 895,251 895,251

    TY 2018 LandEtcSchedule2
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    600.6 ACRES OF LAND 13,200,000 0 13,200,000  
    SINGLE FAMILY RESIDENCE & 2 GARAGES 341,500 35,389 306,111  
    303.4 ACRES OF LAND 9,100,000 0 9,100,000  
    FURNITURE - E BRAUN'S FARMTABLE 13,606 8,825 4,781  
    EQUIPMENT - DOLLY FISHER INT 11,910 9,466 2,444  
    EQUIPMENT - AG INDUSTRIAL 39,815 31,645 8,170  
    321.9 ACRES OF LAND 9,660,000 0 9,660,000  
    FURNITURE - E BRAUN'S FARMTABLE 4,600 2,504 2,096  
    EQUIPMENT - WOOD CHIPPER 31,270 20,576 10,694  
    EQUIPMENT - SNAP ON TOOLS 7,125 4,688 2,437  
    FARM TRUCK WITH SNOW PLOW 50,000 32,900 17,100  
    EQUIPMENT - AG INDUSTRIAL 15,850 10,430 5,420  
    308 ACRES OF LAND 9,240,000 0 9,240,000  
    EQUIPMENT - AG INDUSTRIAL 14,885 10,866 4,019  
    EQUIPMENT - HOOBER INC. 26,447 19,306 7,141  
    ANCIENTWOOD LTD. TABLE 17,750 10,311 7,439  
    EQUIPMENT - LIBERTY TOOL 2,602 1,712 890  
    TRUCK - COUNTRY DODGE 11,910 7,837 4,073  
    4 WHEELERS - LEROY'S INC 11,978 7,882 4,096  
    EQUIPMENT - LIBERTY TOOL 1,029 677 352  
    EQUIPMENT - HOOBER INC. 32,436 21,343 11,093  
    IRRIGATION SYSTEM 6,032 1,452 4,580  
    GAS TANK FENCING 5,400 1,300 4,100  
    CONFERENCE CENTER/SHED 2,683,430 174,882 2,508,548  
    DEEP LANDING WORKSHOP - LIGHTING 1,710 1,056 654  
    CHICKEN COOPS - HORIZON STRUCTURES 14,940 8,679 6,261  
    EQUIPMENT - KENNETH LYNCH 8,287 6,050 2,237  
    DEEP LANDING WORKSHOP - LIGHTING 1,809 1,051 758  
    LAND IMPROVEMENTS - TOM GROFF, INC. 53,166 11,717 41,449  
    LAND IMPROVEMENTS - MARTIN PAVING 39,386 9,477 29,909  
    LAND IMPROVEMENTS - GLOMB SVCS 21,250 5,113 16,137  
    LAND IMPROVEMENTS - EARTH CARE INC 1,710 411 1,299  
    LAND IMPROVEMENTS - RP NURSERIES 7,118 1,713 5,405  
    LAND IMPROVEMENTS - GLOMB SVCS 3,230 646 2,584  
    IRRIGATION SYSTEM 14,249 2,851 11,398  
    LAND IMPROVEMENTS - CHESTER COUNTY 52,900 10,587 42,313  
    181.85 ACRES OF LAND 4,545,000 0 4,545,000  
    LAND IMPROVEMENTS - TOM GROFF, INC. 85,519 9,514 76,005  
    BRONZE HOUND 35,000 5,469 29,531  
    COPPER WEATHERVANE 5,468 608 4,860  
    EQUIPMENT - ATV'S - LEROYS 22,363 9,616 12,747  
    IRRIGATION SYSTEM 4,188 748 3,440  
    LAND IMPROVEMENTS - GLOMB SVCS 2,305 360 1,945  
    FENCING AND PAVERS 17,296 2,703 14,593  
    IMPROVEMENTS 5,113,702 27,317 5,086,385  
    TRACTOR AXLE 8,781 2,195 6,586  
    SECURITY SYSTEM 5,671 1,418 4,253  
    TRACTORS & EQUIP 69,218 3,461 65,757  
    TRUCK PURCHASE 56,817 2,841 53,976  
    LAND IMPROVEMENTS - IRRIGATION 26,310 2,302 24,008  
    FENCING 5,175 323 4,852  


    TY 2018 LegalFeesSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 131,489 0 0 131,489


    TY 2018 OtherAssetsSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CONSTRUCTION IN PROGRESS 3,860,175 3,450 3,450


    TY 2018 OtherDecreasesSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Description Amount
    CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS 4,807,528


    TY 2018 OtherExpensesSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE - LEGAL LIABILITY 21,632 0 0 21,632
    REPAIR & MAINTENANCE 143,696 0 0 143,696
    SUPPLIES 76,691 0 0 76,691
    JOB MATERIALS/EQUIPMENT 510 0 0 510
    DUES 15 0 0 15


    TY 2018 OtherIncomeSchedule2
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INVESTMENT IN BROWN ADVISORY PEP V TE 56 56 56
    INVESTMENT IN BROWN ADVISORY REAL ESTATE PARTNERS I QP 981 981 981
    INVESTMENT IN BROWN ADVISORY PEP VI 66 66 66


    TY 2018 OtherIncreasesSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Description Amount
    EXCISE TAX REFUND 55,765


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 9,393 0 0 9,393
    INVESTMENT FEES 97,346 97,346 0 0
    LP/LLC INVESTMENT EXPENSES 9,602 9,602 0 0


    TY 2018 TaxesSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES 25,311 0 0 25,311
    FOREIGN TAX 24,355 24,355 0 0