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 CARY FOUNDATION INC
C/O TINSLEY & TERRY CPAS PA
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 11848
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLESTON, WV253391848
A Employer identification number

56-2002202
B Telephone number (see instructions)

(304) 415-1263
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$8,027,061J 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 427,951 427,951  
4 Dividends and interest from securities... 40,477 40,477  
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 -11,948
b Gross sales price for all assets on line 6a 2,474,160
7 Capital gain net income (from Part IV, line 2)...  
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)....... Click to see attachment -106,368   -106,368
12 Total. Add lines 1 through 11........ 350,112 468,428 -106,368
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,200   4,200  
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 20,741 741 20,000  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 32,781 4,875 27,906  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 57,722 5,616 52,106 0
25 Contributions, gifts, grants paid....... 356,668 356,668
26 Total expenses and disbursements. Add lines 24 and 25 414,390 5,616 52,106 356,668
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -64,278
b Net investment income (if negative, enter -0-) 462,812
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.............      
2 Savings and temporary cash investments......... 3,587,119 3,174,851 3,174,851
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) bullet1,800,000
Less: allowance for doubtful accounts bullet     Click to see attachment1,800,000 1,800,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,861,121 Click to see attachment1,386,773 1,044,888
c Investments—corporate bonds (attach schedule)....... 1,349,681 Click to see attachment576,397 570,680
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,626,842 Click to see attachment1,349,445 1,309,860
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment53,774 Click to see attachment126,782 Click to see attachment126,782
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,478,537 8,414,248 8,027,061
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 8,478,537 8,414,248
30 Total net assets or fund balances (see instructions)..... 8,478,537 8,414,248
31 Total liabilities and net assets/fund balances (see instructions). 8,478,537 8,414,248
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
8,478,537
2
Enter amount from Part I, line 27a .....................
2
-64,278
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,414,259
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
11
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
8,414,248
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
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 576,375 8,816,722 0.065373
2016 522,663 7,067,135 0.073957
2015 259,755 3,888,145 0.066807
2014 345,367 3,641,707 0.094837
2013 266,732 3,263,248 0.081738
2
Total of line 1, column (d) .....................
2
0.382712
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
0.076542
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
8,273,189
5
Multiply line 4 by line 3......................
5
633,246
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,628
7
Add lines 5 and 6........................
7
637,874
8
Enter qualifying distributions from Part XII, line 4,.............
8
356,668
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 9,256
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 9,256
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,256
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 14,185
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,185
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,929
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet4,929 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    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 ofbulletA BRAY CARY JR Telephone no.bullet (304) 345-7711

    Located atbulletPO BOX 11848CHARLESTONWV ZIP+4bullet253391848
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    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
    A BRAY CARY JR PRESIDENT
    000.00     		0 0 0
    8386 LIVERPOOL RD
    SANDYVILLE,WV252756725
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,540,651
    b
    Average of monthly cash balances.......................
    1b
    2,568,398
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,290,128
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,399,177
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    8,399,177
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    125,988
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,273,189
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    413,659
    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
    413,659
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    9,256
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,256
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    404,403
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    404,403
    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
    404,403
    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
    356,668
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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
    356,668
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    356,668
    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 7 404,403
    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...... 108,744
    b From 2014...... 168,703
    c From 2015...... 70,725
    d From 2016...... 203,466
    e From 2017...... 175,290
    fTotal of lines 3a through e........ 726,928
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 356,668
    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..... 356,668
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018. 47,735 47,735
    (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 5 679,193
    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 ..........     		0
    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) ...     		61,009
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		618,184
    10 Analysis of line 9:
    a Excess from 2014.... 168,703
    b Excess from 2015.... 70,725
    c Excess from 2016.... 203,466
    d Excess from 2017.... 175,290
    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:
    A BRAY CARY JR
    PO BOX 11848
    CHARLESTON,WV253391848
    (304) 345-7711
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUESTS FOR DONATIONS SHOULD BE SUBMITTED TO THE BOARD OF DIRECTORS. FOUNDATION ONLY MAKES DISTRIBUTIONS TO EXISTING 501 (C) (3) ORGANIZATIONS. PROOF OF EXEMPT STATUS SHOULD BE INCLUDED IN APPLICATION.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FOUNDATION ONLY MAKES DISTRIBUTIONS TO IRC SECTION 501 (C) (3) ORGANIZATIONS.
    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
    WV CHILD ADVOCACY NETWORK
    601 MORRIS ST 202
    CHARLESTON,WV25301     		NONE PUBLIC CHARI UNRESTRICTED CASH DONATION 126,000
    CHRIST CHURCH
    1412 PROVIDENCE RD
    CHARLOTTE,NC28207     		NONE PUBLIC CHARI UNRESTRICTED CASH DONATION 9,500
    YMCA OF KANAWHA VALLEY
    100 YMCA DR
    CHARLESTON,WV25311     		NONE PUBLIC CHARI UNRESTRICTED CASH DONATION 14,616
    TRINITY COLLEGE
    300 SUMMIT ST
    HARTFORD,CT06106     		NONE PUBLIC CHARI UNRESTRICTED CASH DONATION 15,305
    NORTHEASTERN UNIVERSITY
    101 N TRYON ST 1100
    CHARLOTTE,NC28246     		NONE PUBLIC CHARI UNRESTRICTED CASH DONATION 29,423
    YALE UNIVERSITY
    YALE UNIVERSITY
    NEW HAVEN,CT06520     		NONE PUBLIC CHARI UNRESTRICTED CASH DONATION 139,262
    FAIRNESS WEST VIRGINIA
    405 CAPITOL ST
    CHARLESTON,WV25301     		N PUBLIC CHARI UNRESTRICTED CASH DONATION 1,000
    ASPIRE DEPT OF EDUCATION
    PO BOX 659705
    WEST DESMOINES,IA50265     		NONE PUBLIC CHARI UNRESTRICTED CASH DONATION 5,500
    WEST VIRGINIA UNIVERSITY
    PO BOX 6201
    MORGANTOWN,WV26506     		NONE PUBLIC CHARI UNRESTRICTED CASH DONATION 2,690
    WV HORSE NETWORK
    PO BOX 973
    ELKVIEW,WV25071     		NONE PUBLIC CHRIT UNRESTRICTED CAS DONATION 10,000
    BRIDGE VALLEY COMM AND TECH
    2001 UNION CARBIDE DR
    SOUTH CHARLESTON,WV25303     		NONE PUBLIC CHARI UNRESTRICTED CASH DONATION 3,372
    Total .................................bullet 3a 356,668
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 427,951  
    4 Dividends and interest from securities....     14 40,477  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -56,735 44,787
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aEQM MIDSTREAM PARTNERS LP U     		211110 -74,019      
    bEQGP HOLDINGS, LP UBIT FROM 211110 -7,116      
    cEQM MIDSTREAM PARTNERS LP 211110 -7,389      
    dEQGP HOLDINGS LP 211110 -13,009      
    eEQM MIDSTREAM PTRS IRC 1231     18 -2,637  
    fEQGP HOLDINGS, LP IRC 1231     18 -514  
    gEQM MIDSTREAM PTRS IRC 1231     18 -1,239  
    hEQGP HOLDINGS LP IRC 1231     18 -445  
    12 Subtotal. Add columns (b), (d), and (e).. -101,533 406,858 44,787
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    350,112
    (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:
    THE CARY FOUNDATION INC
     
    C/O TINSLEY & TERRY CPAS PA
    EIN:
    56-2002202
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 4,200   4,200  

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

    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    THE CARY FOUNDATION INC
     
    C/O TINSLEY & TERRY CPAS PA
    EIN:
    56-2002202
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    75000 AMGEN INC BOND 2017-05 PURCHASE 2018-08   73,859 75,379     -1,520  
    50000 AFLAC BOND 2017-02 PURCHASE 2018-08   46,869 48,558     -1,689  
    50000 ALTRIA GROUP BOND 2017-02 PURCHASE 2018-08   49,675 50,544     -869  
    50000 HUMANA BOND 2017-02 PURCHASE 2018-08   49,652 50,436     -784  
    50000 COMCAST BOND 2017-02 PURCHASE 2018-08   48,601 50,394     -1,793  
    75000 EI DUPONT 2017-05 PURCHASE 2018-08   73,921 75,548     -1,627  
    75000 GILEAD SCIENCES 2017-05 PURCHASE 2018-08   70,289 73,310     -3,021  
    75000 GEORGIA POWER BOND 2017-05 PURCHASE 2018-08   73,240 75,184     -1,944  
    50000 JP MORGAN CHASE BOND 2017-02 PURCHASE 2018-08   46,731 48,047     -1,316  
    50000 JP MORGAN CHASE BOND 2017-02 PURCHASE 2018-08   49,335 50,216     -881  
    50000 MICROSOFT BOND 2017-02 PURCHASE 2018-08   49,247 49,693     -446  
    61000 METLIFE BOND 2018-04 PURCHASE 2018-08   62,499 62,499        
    50000 INTL RURAL BOND 2017-02 PURCHASE 2018-08   49,273 50,151     -878  
    50000 NTL RURAL BOND 2018-04 PURCHASE 2018-08   49,793 50,060     -267  
    75000 QUALCOMM BOND 2018-04 PURCHASE 2018-08   73,900 74,678     -778  
    50000 ORACLE CORP 2017-02 PURCHASE 2018-08   46,660 47,873     -1,213  
    50000 PHILIP MORRIS 2017-02 PURCHASE 2018-08   46,785 48,436     -1,651  
    50000 SHERWIN WILLIAMS 2017-02 PURCHASE 2018-08   48,139 50,513     -2,374  
    50000 STATE ST CORP 2017-02 PURCHASE 2018-08   50,047 51,623     -1,576  
    50000 WELLS FARGO 2017-02 PURCHASE 2018-08   49,511 51,249     -1,738  
    50000 WELLS FARGO 2017-02 PURCHASE 2018-08   49,355 50,247     -892  
    75000 XEROX 2017-05 PURCHASE 2018-08   73,685 75,405     -1,720  
    70000 DISCOVER FINANCIAL 2017-05 PURCHASE 2018-08   67,804 71,157     -3,353  
    43000 CATERPILLAR 2017-05 PURCHASE 2018-08   40,657 43,377     -2,720  
    49 BRIGHTHOUSE 2017-02 PURCHASE 2018-04   2,483 3,165     -682  
    1 BRIGHTHOUSE 2017-02 PURCHASE 2018-04   51 65     -14  
    2500 CBL & ASSOC 2017-02 PURCHASE 2018-04   11,019 26,604     -15,585  
    2400 FORD 2017-02 PURCHASE 2018-04   27,536 30,264     -2,728  
    1000 GENERAL ELECTRIC 2017-02 PURCHASE 2018-04   13,040 29,820     -16,780  
    550 METLIFE 2017-02 PURCHASE 2018-04   25,484 26,260     -776  
    1100 UNITI GROUP 2017-02 PURCHASE 2018-04   18,046 28,361     -10,315  
    525 WELLS FARGO 2017-02 PURCHASE 2018-04   27,798 30,061     -2,263  
    400 ALTRIA 2017-02 PURCHASE 2018-08   23,378 28,966     -5,588  
    200 ALTRIA 2018-04 PURCHASE 2018-08   11,689 12,810     -1,121  
    400 ANHEUSER BUSCH 2018-04 PURCHASE 2018-08   39,192 43,557     -4,365  
    325 ABBVIE 2017-02 PURCHASE 2018-08   31,614 19,768     11,846  
    725 AT&T 2017-02 PURCHASE 2018-08   23,682 29,541     -5,859  
    295 AT&T 2018-04 PURCHASE 2018-08   9,636 10,418     -782  
    90 BROADCOMM 2017-02 PURCHASE 2018-08   19,278 18,535     743  
    675 BAE SYSTEMS 2018-04 PURCHASE 2018-08   21,837 23,282     -1,445  
    85 BOEING 2018-04 PURCHASE 2018-08   29,835 28,148     1,687  
    835 CENTURYLINK 2017-02 PURCHASE 2018-08   18,812 20,555     -1,743  
    205 CATERPILLAR 2017-02 PURCHASE 2018-08   29,149 20,013     9,136  
    645 CISCO SYSTEMS 2017-02 PURCHASE 2018-08   30,305 20,426     9,879  
    275 DISNEY 2018-04 PURCHASE 2018-08   30,956 27,760     3,196  
    1360 HP INC 2017-02 PURCHASE 2018-08   33,298 21,424     11,874  
    170 HOME DEPOT 2017-02 PURCHASE 2018-08   34,384 23,747     10,637  
    610 INTEL CORP 2017-02 PURCHASE 2018-08   29,603 21,610     7,993  
    272 JP MORGAN 2017-02 PURCHASE 2018-08   31,628 23,995     7,633  
    238 JOHNSON AND JOHNSON 2017-02 PURCHASE 2018-08   31,921 27,518     4,403  
    325 KRAFT 2017-02 PURCHASE 2018-08   19,162 29,234     -10,072  
    85 KRAFT 2018-04 PURCHASE 2018-08   5,012 5,216     -204  
    225 KIMBERLY CLARK 2017-02 PURCHASE 2018-08   25,935 27,829     -1,894  
    45 KIMBERLY CLARK 2018-04 PURCHASE 2018-08   5,187 4,912     275  
    80 LOCKHEED MARTIN 2017-02 PURCHASE 2018-08   25,968 20,990     4,978  
    340 LAS VEGAS SANDS 2018-04 PURCHASE 2018-08   22,502 24,245     -1,743  
    170 MASTERCARD 2018-04 PURCHASE 2018-08   36,150 29,449     6,701  
    925 MACYS 2017-02 PURCHASE 2018-08   33,670 30,179     3,491  
    450 MERCK 2017-02 PURCHASE 2018-08   30,831 29,023     1,808  
    165 MERCK 2018-04 PURCHASE 2018-08   11,305 9,322     1,983  
    1260 NEW RESIDENTIAL 2017-02 PURCHASE 2018-08   23,347 19,701     3,646  
    340 NESTLES 2018-04 PURCHASE 2018-08   28,251 27,152     1,099  
    475 OCCIDENTAL PETE 2018-04 PURCHASE 2018-08   38,073 33,108     4,965  
    825 PPL CORPORATION 2017-02 PURCHASE 2018-08   24,323 29,227     -4,904  
    305 SIEMENS 2017-02 PURCHASE 2018-08   20,204 19,547     657  
    1250 STARWOOD 2017-02 PURCHASE 2018-08   27,467 28,621     -1,154  
    2000 SSE PLC 2018-04 PURCHASE 2018-08   32,300 37,030     -4,730  
    272 TEXAS INST 2018-04 PURCHASE 2018-08   31,346 27,794     3,552  
    135 3 M COMPANY 2018-04 PURCHASE 2018-08   28,268 29,123     -855  
    600 VERIZON 2017-02 PURCHASE 2018-08   32,693 29,034     3,659  
    150 VERIZON 2018-04 PURCHASE 2018-08   8,173 7,109     1,064  
    835 CENTURYLINK 2017-02 PURCHASE 2018-08   18,812 17,013     1,799  

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE CARY FOUNDATION INC
     
    C/O TINSLEY & TERRY CPAS PA
    EIN:
    56-2002202
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MICROSOFT CORP    
    HUMANA CORP    
    ALTRIA GROUP    
    JP MORGAN    
    NATIONAL RURAL UTIIL 25,006 24,976
    WELLS FARGO    
    APPLE 50,144 49,566
    GEORGIA POWER    
    EI DUPONT    
    AMGEN    
    XEROX    
    SCANA 33,829 33,011
    AMERICAN EXPRESS 75,896 73,515
    SHERWIN WILLIAMS    
    COMCAST    
    STATE STREET    
    PHILLIP MORRIS    
    DISCOVER FINANCIAL    
    WELLS FARGO    
    CATERPILLAR 75,450 75,347
    ORACLE    
    JP MORGAN CHASE 74,409 73,943
    AFLAC INC    
    GLEAD SCIENCE    
    CISCO SYSTEMS 89,025 88,874
    ANHEUSER BUSCH 77,616 76,477
    GENERAL ELECTRIC 75,022 74,971

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE CARY FOUNDATION INC
     
    C/O TINSLEY & TERRY CPAS PA
    EIN:
    56-2002202
    Name of Stock End of Year Book Value End of Year Fair Market Value
    18900 EQT CORP 560,904 357,021
    15120 EQUITRANS MIDSTREAM 452,061 302,702
    400 ALTRIA GROUP    
    475 ABBVIE    
    150 ABBVIE 9,124 13,828
    725 AT&T    
    480 AT&T 16,952 13,699
    225 APPLE INC. 30,074 35,491
    75 APPLE 12,980 11,830
    50 BRIGHTHOUSE    
    2500 CBL & ASSOC    
    1225 CENTURYLINK    
    390 CENTURYLINK 8,758 5,909
    300 CATERPILLAR    
    95 CATERPILLAR 9,275 12,072
    950 CISCO SYSTEMS    
    305 CISCO SYSTEMS 9,659 13,216
    2400 FORD MOTOR CO    
    1000 GENERAL ELECTRIC    
    1900 HP INC    
    200 HOME DEPOT    
    30 HOME DEPOT 4,191 5,155
    50 HOME DEPOT 8,690 8,591
    825 INTEL CORP    
    215 INTEL CORP 7,617 10,090
    75 INTEL CORP 3,843 3,520
    325 JP MORGAN    
    250 JOHNSON AND JOHNSON    
    325 KRAFT HEINZ    
    195 KRAFT HEINZ 11,659 8,178
    225 KIMBERLY CLARK    
    130 KIMBERLY CLARK 14,191 14,812
    115 LOCKHEED MARTIN    
    35 LOCKHEED MARTIN 9,183 9,164
    550 METLIFE    
    925 MACYS    
    450 MERCK AND CO    
    1850 NEW RESIDENTIAL INVT    
    590 NEW RESIDENTIAL 9,225 8,384
    825 PPL CORPORATION    
    140 BROADCOM LTD    
    50 BROADCOM 10,297 12,714
    450 SIEMENS    
    145 SIEMENS 9,293 8,132
    1250 STARWOOD PPTY TR    
    1100 UNITI GROUP    
    600 VERIZON    
    350 VERIZON 16,589 19,677
    525 WELLS FARGO    
    325 BAE SYS 11,210 7,612
    40 BOEING 13,246 12,900
    125 WALT DISNEY 12,618 13,706
    540 HP 8,507 11,048
    100 HP 2,133 2,046
    53 JP MORGAN 4,675 5,174
    75 JP MORGAN 8,426 7,321
    12 JOHNSON & JOHNSON 1,387 1,549
    100 JOHNSON & JOHNSON 13,075 12,905
    160 LAS VEGAS SANDS 11,410 8,328
    80 MASTERCARD 13,858 15,092
    285 MERCK 16,102 21,777
    160 NESTLE 12,777 12,954
    225 OCCIDENTAL PETE 15,683 13,810
    128 TEXAS INSTRUMENTS 13,079 12,096
    65 3M COMPANY 14,022 12,385

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE CARY FOUNDATION INC
     
    C/O TINSLEY & TERRY CPAS PA
    EIN:
    56-2002202
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EQT MIDSTREAM PARTNERS LP AT COST 91,553 519,000
    EQT MIDSTREAM PARTNERS LP AT COST 758,150 445,475
    EQT GP HOLDINGS, LP AT COST 240,846 122,693
    EQT GP HOLDINGS LP AT COST 158,896 122,692
    PTP OTHER AT COST 100,000 100,000

    TY 2018 OtherAssetsSchedule
    Name:
    THE CARY FOUNDATION INC
     
    C/O TINSLEY & TERRY CPAS PA
    EIN:
    56-2002202
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM EQT MIDSTREAM 43,860 95,400 95,400
    DUE FROM EQT HOLDINGS 9,914 23,727 23,727
    DUE FROM PTP   7,655 7,655


    TY 2018 OtherDecreasesSchedule
    Name:
    THE CARY FOUNDATION INC
     
    C/O TINSLEY & TERRY CPAS PA
    EIN:
    56-2002202
    Description Amount
    NONDEDUCTIBLE EXPENSES - EQT MIDSTREAM PARTNERS LP 11


    TY 2018 OtherExpensesSchedule
    Name:
    THE CARY FOUNDATION INC
     
    C/O TINSLEY & TERRY CPAS PA
    EIN:
    56-2002202
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INVESTMENT FEES-02163 4,875 4,875    
    INSURANCE EXPENSE 27,530   27,530  
    BANK CHARGES 376   376  


    TY 2018 OtherIncomeSchedule2
    Name:
    THE CARY FOUNDATION INC
     
    C/O TINSLEY & TERRY CPAS PA
    EIN:
    56-2002202
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EQM MIDSTREAM PARTNERS LP UBI -74,019   -74,019
    EQGP HOLDINGS, LP UBIT FROM -7,116   -7,116
    EQM MIDSTREAM PARTNERS LP -7,389   -7,389
    EQGP HOLDINGS LP -13,009   -13,009
    EQM MIDSTREAM PTRS IRC 1231 -2,637   -2,637
    EQGP HOLDINGS, LP IRC 1231 -514   -514
    EQM MIDSTREAM PTRS IRC 1231 -1,239   -1,239
    EQGP HOLDINGS LP IRC 1231 -445   -445


    TY 2018 OtherNotesLoansRcvblShortSch2
    Name:
    THE CARY FOUNDATION INC
     
    C/O TINSLEY & TERRY CPAS PA
    EIN:
    56-2002202
    Name of 501(c)(3) Organization Balance Due
    LOAN RECEIVABLE
          		1,800,000


    TY 2018 TaxesSchedule
    Name:
    THE CARY FOUNDATION INC
     
    C/O TINSLEY & TERRY CPAS PA
    EIN:
    56-2002202
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 20,000   20,000  
    FOREIGN TAX WITHHELD 741 741