TY 2017 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2019

Open to Public Inspection

For calendar year 2019, or tax year beginning 07-01-2017 , and ending 06-30-2018

Name of foundation
CODY MEDICAL FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)1432 SHERIDAN AVE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CODY, WY82414

A Employer identification number

83-6006491

B Telephone number (see instructions)

(307) 587-9030

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$1,588,994J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	22,625
2	Check .............
3	Interest on savings and temporary cash investments	37		37	37
4	Dividends and interest from securities...	39,660		39,660	39,660
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		89,088
b	Gross sales price for all assets on line 6a 1,150,935
7	Capital gain net income (from Part IV, line 2)...			4,656
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).......		3,865	1,658	3,865
12	Total. Add lines 1 through 11........	155,275		46,011	43,562
13	Compensation of officers, directors, trustees, etc.	36,500		4,015	14,235	18,250
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......	11,912		307	1,089	1,396
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		1,986	1,986	1,986
c	Other professional fees (attach schedule)....		7,246	7,246	7,246
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		390
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............	720
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		22,345		4,020	9,777
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	81,099		13,554	28,576	29,423
25	Contributions, gifts, grants paid.......	43,250				43,250
26	Total expenses and disbursements. Add lines 24 and 25	124,349		13,554	28,576	72,673
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	30,926
b	Net investment income (if negative, enter -0-)			32,457
c	Adjusted net income (if negative, enter -0-)...				14,986

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2019)

Form 990-PF (2019)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	48,255	3,435	3,435
	2	Savings and temporary cash investments.........	209,778	140,055	140,055
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	175,919
	b	Investments—corporate stock (attach schedule).......	668,358	1,045,861	1,228,590
	c	Investments—corporate bonds (attach schedule).......	278,563	222,450	216,914
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 3,309
		Less: accumulated depreciation (attach schedule) 3,309
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,380,873	1,411,801	1,588,994
	17	Accounts payable and accrued expenses..........	2,317	2,319
	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 )
	23	Total liabilities (add lines 17 through 22).........	2,317	2,319
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	1,378,556	1,409,482
	30	Total liabilities and net assets/fund balances (see instructions).	1,380,873	1,411,801

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

1,378,556

Enter amount from Part I, line 27a .....................

30,926

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

1,409,482

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,409,482

Form 990-PF (2019)

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
(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)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	4,656
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 ...................		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? Yes No

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))
2018
2017
2016
2015
2014

Total of line 1, column (d) .....................

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 ......

Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......

Multiply line 4 by line 3......................

Enter 1% of net investment income (1% of Part I, line 27b)...........

Add lines 5 and 6........................

Enter qualifying distributions from Part XII, line 4,.............

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 (2019)

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 and enter “N/A" on line 1.
	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	649
	hereand 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	649
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	649
6	Credits/Payments:

a	2019 estimated tax payments and 2018 overpayment credited to 2019	6a
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	649
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	649
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2020 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions

for definition).................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2019)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

MARTY COE Telephone no. bullet

(307) 587-9030

Located at bullet

721 SHERIDAN AVENUECODYWY ZIP+4 bullet

82414

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

16 At any time during calendar year 2019, 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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2019?.............

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)):

At the end of tax year 2019, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2019?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2019 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 2019.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2019?

Form 990-PF (2019)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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-)
HENRY HR COE	TRUSTEE 0.50	0
PO BOX 1088 CODY,WY82414	TRUSTEE 0.50	0
EDWARD WEBSTER	VICE PRES 0.50	0
1226 11TH STREET CODY,WY82414	VICE PRES 0.50	0
ANNE HAYES	TRUSTEE 0.50	0
620 17TH STREET CODY,WY82414	TRUSTEE 0.50	0
MATTHEW HALL	TRUSTEE 0.50	0
1332 BLEISTEIN CODY,WY82414	TRUSTEE 0.50	0
HENRY HR COE III	PRESIDENT 0.75	0
1050 PARK AVE CODY,WY82414	PRESIDENT 0.75	0
DR KATHLEEN DIVENCENZO	TRUSTEE 0.50	0
4201 PAT OHARA MOUNTAIN DR CODY,WY82414	TRUSTEE 0.50	0
STEVE SIMONTON	TRUSTEE 0.50	0
1222 11TH CODY,WY82414	TRUSTEE 0.50	0
JOE TILDEN	TRUSTEE 0.50	0
PO BOX 1658 CODY,WY82414	TRUSTEE 0.50	0
MARTY COE	EXECUTIVE SE 18.00	36,500
155 BELFRY HWY CODY,WY82414	EXECUTIVE SE 18.00	36,500
KEVEN BUSS	TREASURER 0.50	0
PO BOX 637 CODY,WY82414	TREASURER 0.50	0
FRED BRONNENBERG	TRUSTEE 0.50	0
32 ROAD 3CXS CODY,WY82414	TRUSTEE 0.50	0
PETER KUYPERS	TRUSTEE 0.50	0
PO BOX 430 CODY,WY82414	TRUSTEE 0.50	0

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...................

Form 990-PF (2019)

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	WEST PARK HOSPITAL-PARAMEDICINE	21,500
2	SPECIAL OLYMPICS	7,500
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 (2019)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,352,744

Average of monthly cash balances.......................

197,973

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,550,717

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,550,717

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

23,261

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

1,527,456

Minimum investment return. Enter 5% of line 5..................

76,373

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part X, line 6....................

76,373

Tax on investment income for 2019 from Part VI, line 5......

649

Income tax for 2019. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

649

Distributable amount before adjustments. Subtract line 2c from line 1............

75,724

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

75,724

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

75,724

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

72,673

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

72,673

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

72,673

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 (2019)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2019
1 Distributable amount for 2019 from Part XI, line 7			75,724
2 Undistributed income, if any, as of the end of 2019:
a Enter amount for 2018 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2019:
a From 2014......	9,366
b From 2015......	21,179
c From 2016......	13,880
d From 2017......	8,488
e From 2018......
fTotal of lines 3a through e........		52,913
4Qualifying distributions for 2019 from Part
XII, line 4: $ 72,673
a Applied to 2018, 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 2019 distributable amount.....			72,673
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2019.		3,051	3,051
(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		49,862
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 2018. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2019. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2020 ..........			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 2014 not applied on line 5 or line 7 (see instructions) ...		6,315
9Excess distributions carryover to 2020. Subtract lines 7 and 8 from line 6a ......		43,547
10 Analysis of line 9:
a Excess from 2015....	21,179
b Excess from 2016....	13,880
c Excess from 2017....	8,488
d Excess from 2018....
e Excess from 2019....

Form 990-PF (2019)

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 2019, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

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) 2019	(b) 2018	(c) 2017	(d) 2016	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

MARTY COE-EXECUTIVE DIRECTOR
721 SHERIDAN AVENUE
CODY,WY82414
(307) 587-9030

bThe form in which applications should be submitted and information and materials they should include:

NO FORMAL APPLICATION- LETTER ADDRESSED TO FOUNDATION BOARD

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

PARK COUNTY WYOMING-RELATED TO THE MEDICAL FIELD

Form 990-PF (2019)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
GLEN CLINTON CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
ZOE PEARSON CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	3,000
NIKI BLAYLOCK CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
KEVIN PAGE CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
DREW MCMILLAN CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
BETHANY ANNE SHOTTS CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
BENJAMIN TAYLOR ROSS CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
TAYLOR JEAN THOMPSON CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
ASHLEE JORGENSON CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
JULIE WHITE CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
DAYTON MCMILLAN CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
SOPHIA ROSE WARNER CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
SPECIAL OLYMPICS CODY CODY,WY82414	NO RELATIONSHIP		COACHES SALARIES	7,500
WALK ACROSS AMERICA - TERRESA HUMPH CODY CODY,WY82414	NO RELATIONSHIP		COE MEMORIAL SCHOLARSHIP	250
WEST PARK HOSPITAL - PARAMEDICINE CODY CODY,WY82414	NO RELATIONSHIP		EQUIPMENT PURCHASES	21,500
Total ................................. 3a				43,250

bApproved for future payment

Total ................................. 3b

Form 990-PF (2019)

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	(e) Related or exempt function income (See instructions.)
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	37
4 Dividends and interest from securities....			14	39,660
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.....					1,658
8 Gain or (loss) from sales of assets other than inventory ............					89,088
9 Net income or (loss) from special events:			1	-1,813
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)..				37,884	90,746

13Total. Add line 12, columns (b), (d), and (e)..................

128,630

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2019)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below (see instr.) Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2019)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2017 AccountingFeesSchedule

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	1,986	1,986	1,986

- TIN:

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

TY 2017 DepreciationSchedule

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

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
COMPUTER	2007-01-09	2,280	2,280	S/L	3.0000
COMPUTER - YCS	2012-01-19	1,029	1,029	S/L	5.0000

- TIN:

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

TY 2017 GainLossSaleOtherAssetsSch

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Name	Date Acquired	How Acquired	Date Sold	Gross Sales Price	Basis	Total (net)
KROGER COMPANY	2015-11	PURCHASE	2017-07	4,743	7,529	-2,786
SPDR S&P INTL CONSMR STAPLES SEC ETF	2013-03	PURCHASE	2017-08	12,912	11,000	1,912
TCW EMRG MKTS INCM FD CL I	2016-12	PURCHASE	2017-08	27,434	25,935	1,499
TCW EMRG MKTS INCM FD CL I	2017-08	PURCHASE	2017-09	119	118	1
ISHARES 1-3 YEAR CREDIT BOND ETF	2010-05	PURCHASE	2017-09	9,483	9,467	16
SPDR BLMBRG BARCLY ISR SCR CP ETF	2011-10	PURCHASE	2017-09	648	636	12
SPDR BLMBRG BARCLY ISR SCR CP ETF	2011-10	PURCHASE	2017-09	3,239	3,178	61
SPDR BLMBRG BARCLY ISR SCR CP ETF	2011-10	PURCHASE	2017-09	3,239	3,178	61
SPDR BLMBRG BARCLY ISR SCR CP ETF	2011-10	PURCHASE	2017-09	3,239	3,178	61
SPDR BLMBRG BARCLY ISR SCR CP ETF	2011-10	PURCHASE	2017-09	3,239	3,178	61
PWRSHRS DWA ENERGY MNTM ETF	2015-12	PURCHASE	2017-09	5,877	6,147	-270
CARDINAL HEALTH INC	2014-01	PURCHASE	2017-11	5,763	6,872	-1,109
SPDR S&P RETAIL ETF	2013-10	PURCHASE	2017-11	6,667	6,611	56
BARON EMRF MKTS FD INST	2016-12	PURCHASE	2017-12	15,112	11,151	3,961
BARON GROWTH FD INST	2016-12	PURCHASE	2017-12	23,512	21,027	2,485
JP MORGAN HIGH YIELD FD I	2017-04	PURCHASE	2017-12	25,205	25,473	-268
LAZARD INTL STRATEGIC EQUITY PORT IN	2016-12	PURCHASE	2017-12	13,937	11,080	2,857
PALMER SQUARE INCM PLUS FD I	2017-06	PURCHASE	2017-12	36,341	35,697	644
FIRST TRST ENHNCD SHRT MRTY ETF IV	2017-08	PURCHASE	2017-12	13,207	13,207
SCHWAB FUNDAMENTAL INTL SMAL COM ETF	2017-11	PURCHASE	2017-12	12,128	11,934	194
BERKSHIRE HTHAWAY F 2%18	2014-02	PURCHASE	2017-11	25,130	24,894	236
FANNIE MAE 1.5%20	2016-08	PURCHASE	2017-11	24,902	24,824	78
FANNIE MAE 1.75%19	2016-08	PURCHASE	2017-11	24,952	25,144	-192
FANNIE MAE 1.875%18	2016-08	PURCHASE	2017-11	25,128	25,294	-166
FANNIE MAE 1.875%19	2016-08	PURCHASE	2017-11	25,160	25,110	50
PEPSICO INCORPOR 2.25%19	2014-01	PURCHASE	2017-11	25,294	24,959	335
ISHARES CORE S&P MID CAPETF	2007-02	PURCHASE	2017-12	20,710	9,355	11,355
POWERSHARES DYNAMIC LRE CAP GTH ETF	2017-07	PURCHASE	2018-01	73	63	10
POWERSHARES DYNAMIC LRE CAP GTH ETF	2017-10	PURCHASE	2018-01	32	30	2
POWERSHARES DYNAMIC LRE CAP GTH ETF	2018-01	PURCHASE	2018-01	37	37
POWERSHARES DYNIC LEISURE & ENTE	2017-07	PURCHASE	2018-01	75	71	4
POWERSHARES DYNIC LEISURE & ENTE	2017-10	PURCHASE	2018-01	10	9	1
FRST TRT LOW DRTN	2017-08	PURCHASE	2018-01	13,442	13,528	-86
POWERSHARES DYNAMIC LRE CAP GTH ETF	2016-12	PURCHASE	2018-01	16	13	3
POWERSHARES DYNAMIC LRE CAP GTH ETF	2016-12	PURCHASE	2018-01	24,328	18,684	5,644
POWERSHARES DYNIC LEISURE & ENTE	2016-12	PURCHASE	2018-01	41	38	3
POWERSHARES DYNIC LEISURE & ENTE	2016-12	PURCHASE	2018-01	11,831	10,959	872
AFLAC INC	2012-02	PURCHASE	2018-01	10,293	5,515	4,778
CHEVRON CORPORATION	2000-01	PURCHASE	2018-01	11,487	3,391	8,096
FIRST TRUST INTERNET	2012-07	PURCHASE	2018-01	21,434	6,661	14,773
CHARLES SCHWAB US MC	2018-01	PURCHASE	2018-02	5,300	5,403	-103
SCHWAB US DIVIDEND	2018-01	PURCHASE	2018-02	2,207	2,224	-17
SCHWAB US DIVIDEND	2018-01	PURCHASE	2018-02	2,925	2,949	-24
SCHWAB US LARGE CAP VALUE ETF	2018-01	PURCHASE	2018-02	4,926	4,988	-62
SCHWAB US LARGE CAP ETF	2018-01	PURCHASE	2018-02	12,972	12,983	-11
SCHWAB US SMALL CAP ETF	2018-01	PURCHASE	2018-02	6,876	7,062	-186
PILGRIMS PRIDE CORP	2018-01	PURCHASE	2018-02	7,652	8,860	-1,208
GENERAL ELECTRIC CO	2015-12	PURCHASE	2018-01	801	1,548	-747
GENERAL ELECTRIC CO	2015-12	PURCHASE	2018-01	1,601	3,096	-1,495
GENERAL ELECTRIC CO	2015-12	PURCHASE	2018-01	1,601	3,096	-1,495
TRITON INTL LTD	2018-01	PURCHASE	2018-02	5,769	7,717	-1,948
CHARLES SCHWAB US MC	2018-01	PURCHASE	2018-04	4,147	4,322	-175
SCHWAB US DIVIDEND	2018-01	PURCHASE	2018-04	9,130	9,828	-698
SCHWAB US LARGE CAP ETF	2018-01	PURCHASE	2018-04	9,899	10,387	-488
SCHWAB US SMALL CAP ETF	2018-01	PURCHASE	2018-04	5,437	5,649	-212
CONNS INC	2018-01	PURCHASE	2018-05	5,027	6,717	-1,690
GLACIER BANCORP INC	2018-01	PURCHASE	2018-05	3,830	4,001	-171
GLACIER BANCORP INC	2018-01	PURCHASE	2018-05	3,830	4,001	-171
GLACIER BANCORP INC	2018-01	PURCHASE	2018-05	3,830	4,001	-171
CAPITAL ONE FC	2013-06	PURCHASE	2018-05	901	621	280
CAPITAL ONE FC	2013-06	PURCHASE	2018-05	6,369	4,346	2,023
DXC TECHNOLOGY CO	2018-01	PURCHASE	2018-06	8,535	8,632	-97
AMERIPRISE FINL	2015-09	PURCHASE	2018-06	10,326	7,807	2,519
KROGER COMPANY	2015-11	PURCHASE	2017-07	4,268	6,780	-2,512
SPDR S&P INTL CONSMR STAPLES SEC ETF	2013-03	PURCHASE	2017-08	11,529	9,812	1,717
TCW EMRG MKTS INCM FD CL I	2017-06	PURCHASE	2017-08	23,041	21,789	1,252
TCW EMRG MKTS INCM FD CL I	2017-08	PURCHASE	2017-09	100	99	1
BARON EMRG MKTS FD INST	2016-12	PURCHASE	2017-09	3,450	2,573	877
BARON GROWTH FD INST	2016-12	PURCHASE	2017-09	3,050	2,604	446
JPMORGAN HIGH YIELD FD I	2017-08	PURCHASE	2017-09	7,000	7,009	-9
PWRSHRS DWA ENERGY MNTM ETF	2016-12	PURCHASE	2017-09	5,185	6,712	-1,527
PWRSHRS DWA ENERGY MNTM ETF	2017-07	PURCHASE	2017-09	10	10
AFLAC INC	2012-02	PURCHASE	2017-09	2,457	1,438	1,019
AMERIPRISE FINANCIAL	2015-09	PURCHASE	2017-09	2,747	2,237	510
FIRST TRUST INTERNET INDEX CF ETF	2012-07	PURCHASE	2017-09	3,025	1,052	1,973
ISHARES 1-3 YEAR CREDIT BOND ETF	2010-09	PURCHASE	2017-09	7,374	7,425	-51
MICROSOFT CORP	2016-02	PURCHASE	2017-09	2,247	1,545	702
CARDINAL HEALTH INC	2014-01	PURCHASE	2017-11	5,186	6,183	-997
SPDR S&P RETAIL ETF	2013-10	PURCHASE	2017-11	5,833	5,776	57
BARON EMRG MKTS FD INST	2016-12	PURCHASE	2017-12	9,723	7,182	2,541
BARON GROWTH FD INST	2016-12	PURCHASE	2017-12	17,311	15,489	1,822
JPMORGAN HIGH YIELD FD I	2017-04	PURCHASE	2017-12	8,088	8,175	-87
PALMER SQUARE INCM PLUS FD I	2016-12	PURCHASE	2017-12	31,146	30,600	546
FIRST TRST ENHNCD SHRT MRTY ETF IV	2017-08	PURCHASE	2017-12	11,405	11,407	-2
POWERSHARES DYNAMIC LRE CAP G ETF IV	2016-12	PURCHASE	2017-12	20,997	16,442	4,555
POWERSHARES DYNAMIC LRE CAP G ETF IV	2017-07	PURCHASE	2017-12	63	55	8
POWERSHARES DYNAMIC LRE CAP G ETF IV	2017-10	PURCHASE	2017-12	28	26	2
POWERSHARES DYNAMIC LRE CAP G ETF IV	2017-12	PURCHASE	2017-12	33	33
POWERSHARES DYNIC LEISURE & ENTE ETF	2016-12	PURCHASE	2017-12	3,016	2,841	175
POWERSHARES DYNIC LEISURE & ENTE ETF	2016-12	PURCHASE	2017-12	7,365	6,938	427
POWERSHARES DYNIC LEISURE & ENTE ETF	2017-07	PURCHASE	2017-12	66	63	3
POWERSHARES DYNIC LEISURE & ENTE ETF	2017-10	PURCHASE	2017-12	9	8	1
POWERSHARES DYNIC LEISURE & ENTE ETF	2017-12	PURCHASE	2017-12	12	12
SCHWAB FUNDAMENTAL INTL SMAL COM ETF	2017-11	PURCHASE	2017-12	10,704	10,530	174
BERKSHIRE HTHAWAY F 2%18	2016-02	PURCHASE	2017-12	25,155	24,894	261
FANNIE MAE 1.75%19	2016-08	PURCHASE	2017-12	24,960	25,144	-184
FANNIE MAE 1.875%18	2016-08	PURCHASE	2017-12	25,133	25,294	-161
FANNIE MAE 1.875%19	2016-08	PURCHASE	2017-12	25,172	25,110	62
PEPSICO INCORPOR 2.25%19	2014-01	PURCHASE	2017-12	25,294	24,959	335
ISHARES CORE S&P MID CAPETF	2007-02	PURCHASE	2017-12	18,825	8,505	10,320
POWERSHARES QQQ TRUST SRS 1 ETF	2009-03	PURCHASE	2017-12	7,778	1,492	6,286
FIRST TRT LOW DRTN	2017-08	PURCHASE	2018-01	11,373	11,448	-75
FIRST TRUST INTERNET INDEX CF ETF	2018-01	PURCHASE	2018-01	6,768	6,840	-72
AFLAC INC	2012-02	PURCHASE	2018-01	6,712	3,594	3,118
AMERIPRISE FINANCIAL	2015-09	PURCHASE	2018-01	6,806	4,473	2,333
FIRST TRUST INTERNET INDEX CF ETF	2012-07	PURCHASE	2018-01	14,664	4,557	10,107
WYNN RESORTS	2018-01	PURCHASE	2018-01	8,161	8,097	64
CHARLES SCHWAB US MC	2018-01	PURCHASE	2018-02	5,300	5,402	-102
SCHWAB US DIVIDEND	2018-01	PURCHASE	2018-02	3,079	3,104	-25
SCHWAB US LARGE CAP VALUE ETF	2018-01	PURCHASE	2018-02	4,378	4,434	-56
SCHWAB US LARGE CAP ETF	2018-01	PURCHASE	2018-02	12,972	12,982	-10
SCHWAB US SMALL CAP ETF	2017-06	PURCHASE	2018-02	48	45	3
SCHWAB US SMALL CAP ETF	2017-09	PURCHASE	2018-02	35	34	1
SCHWAB US SMALL CAP ETF	2017-12	PURCHASE	2018-02	67	68	-1
SCHWAB US SMALL CAP ETF	2018-01	PURCHASE	2018-02	2,544	2,613	-69
GENERAL ELECTRIC CO	2015-12	PURCHASE	2018-01	3,522	6,788	-3,266
SCHWAB US SMALL CAP ETF	2016-12	PURCHASE	2018-02	743	669	74
TRINET GROUP INC	2018-01	PURCHASE	2018-03	4,534	4,344	190
TRINET GROUP INC	2018-01	PURCHASE	2018-03	4,534	4,344	190
CHARLES SCHWAB US MC	2018-01	PURCHASE	2018-04	4,147	4,322	-175
POLARIS INDUSTRIES	2018-01	PURCHASE	2018-04	8,540	9,676	-1,136
SCHWAB US DIVIDEND	2018-01	PURCHASE	2018-04	5,766	6,207	-441
SCHWAB US LARGE CAP ETF	2018-01	PURCHASE	2018-04	9,899	10,385	-486
SCHWAB US SMALL CAP ETF	2018-03	PURCHASE	2018-04	41	42	-1
SORL AUTO PARTS INC	2018-01	PURCHASE	2018-04	867	1,425	-558
SORL AUTO PARTS INC	2018-01	PURCHASE	2018-04	3,469	5,698	-2,229
SCHWAB US SMALL CAP ETF	2016-12	PURCHASE	2018-04	2,678	2,438	240
APOLLO GLOBAL MGMT LP	2018-01	PURCHASE	2018-05	6,145	6,879	-734
CONNS INC	2018-01	PURCHASE	2018-05	7,543	10,073	-2,530
SERVICE CORP INTL	2018-01	PURCHASE	2018-05	3,621	3,813	-192
SERVICE CORP INTL	2018-01	PURCHASE	2018-05	3,621	3,813	-192
CAPITAL ONE FC	2013-06	PURCHASE	2018-05	6,370	4,346	2,024
DXC TECHNOLOGY CO	2018-01	PURCHASE	2018-06	8,491	8,633	-142
KRONOS WORLDWIDE INC	2018-01	PURCHASE	2018-06	5,746	6,605	-859

- TIN:

TY 2017 InvestmentsCorpBondsSchedule

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Name of Bond	End of Year Book Value	End of Year Fair Market Value
GENERAL ELEC CAP CORP	25,545	24,470
BERKSHIRE HATHAWAY FIN
PEPSICO INC
CISCO SYSTEMS INC	51,956	51,264
WAL MART STORES INC	51,346	50,517
UNITED PARCEL SERVICE	51,036	50,255
ORACLE CORP	42,567	40,408

- TIN:

TY 2017 InvestmentsCorpStockSchedule

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Name of Stock	End of Year Book Value	End of Year Fair Market Value
AFLAC INC COM
ALPHABET INC	10,371	12,421
AMERICAN ELECTRIC POWER	13,821	15,235
AMERIPRISE FINL INC
AMGEN INC	13,725	14,767
ANADARKO	9,902	10,988
APPLE INC	13,731	20,362
APPLIED MATERIALS	10,948	9,238
ARBOR REALTY 7.75% PFD	25,490	25,350
ARBOR REALTY TR	8,594	10,430
BANK OF NY MELLON CORP - BK	12,857	15,640
BARON EMRG MKTS FD INST
BARON GROWTH FD INST
BARRICK GOLD CORP	9,857	9,848
BOISE CASCADE CO	16,710	18,774
BOSTON BEER CO INC	9,365	14,985
CAPITAL ONE FINANCIAL CORP - COF
CARA THERAPEUTICS	19,619	26,810
CARDINAL HEALTH INC - CAH
CARRIZO OIL & GAS	22,347	27,850
CHARLES SCHWAB US MC	34,575	35,130
CHEMOURS COMPANY	25,256	22,180
CHEVRON TEXACO CORP	3,014	10,114
CISCO SYSTEMS NC - CSCO	13,267	22,376
COSTCO WHOLESALE	2,622	18,808
DEERE & CO	7,907	6,990
EDWARDS LIFESCIENCES	32,398	36,393
ENERGY SELECT SECTOR	9,214	9,493
EOG RESOURCES	11,414	12,443
FIRST TR DJ INTERNET FD - FDN
GENERAL ELECTRIC CO
HUNTSMAN CORP	20,737	17,520
INTEL CORP COM	10,512	18,393
INVESCO QQQ TRUST	1,791	10,299
ISHARES CORE S&P MID-CAP ETF - IJH
ISHARES DOW JONES US BASIC MATERIALS	10,872	16,832
ISHARES DOW JONES US HEALTHCARE - IH	8,667	19,320
ISHARES NASDAQ	10,986	10,982
ISHARES PHLX SOX SEMICONDUCTOR - SOX	5,920	20,498
ISHARES SILVER TRUST	18,164	17,423
ISHARES TIPS BOND ETF	22,425	22,574
ISHARES TR BARCLYS 1-3YR
ISHARES US PREFERRED	38,026	37,710
JPMORGAN CHASE & CO COM	6,789	15,630
KROGER CO
LAS VEGAS SANDS CORP	10,232	11,454
LAZARD INTL STRATEGIC
MASTEC INC	19,880	20,300
MICRON TECHNOLOGY	18,490	20,976
MICROSOFT CORP	11,329	21,694
NORTHROP GRUMMAN CORP COM	4,248	21,539
NUSTAR ENERG 7.625% PFD	22,780	20,590
PALMER SQUARE INCM PLUS
PERSPECTA INC	2,566	2,055
PIONEER NATURAL RES	9,750	9,462
POWERSHARES DYNAMIC ENERGY SECTOR
POWERSHARES DYNAMIC LRE
POWERSHARES DYNIC
POWERSHARES QQQ ETF
REGIONS FINL 6.375% PFD	25,314	25,530
RUSH ENTERPRISES	8,706	7,592
SCHWAB US DIVIDEND	15,776	15,033
SCHWAB US LARGE CAP - GROWTH ETF	29,447	30,312
SCHWAB US LARGE CAP - VALUE ETF	34,915	33,466
SCHWAB US LARGE CAP ETF	83,088	83,187
SCHWAB US SMALL CAP ETF	30,019	34,927
SELECT SECTOR HEALTH	8,447	8,346
SELECT STR FINANCIAL	8,517	7,977
SONY CORP	16,460	17,941
SPDR BLMBRG BARCLY IS
SPDR S&P OIL & GAS EXPL	23,785	25,836
SPDR S&P REGIONAL BANKING ETF - KRE	14,034	22,570
SPDR S&P RETAIL ETF - XRT
SPDR SP INT CONSUMER STAPLE - IPS
SPROUTS FARMERS MARKET	7,272	6,621
TCW EMRG MKTS INCM FD CL
TRIPLE S MGMT CORP	7,568	11,718
UNION PACIFIC CORP	18,192	24,086
VANECK VECTORS GOLD	25,754	25,657
VANGUARD FTSE EURO ETF - VGK	17,924	16,839
VANGURAD FTSE PACIFIC	13,852	14,696
WALT DISNEY CO	18,121	19,914
WATERS CORP	13,547	19,359
ISHARES HOME	21,165	24,035
UNITED RENTALS	12,790	11,072

- TIN:

TY 2017 LandEtcSchedule2

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
COMPUTER	3,309	3,309

- TIN:

TY 2017 OtherExpensesSchedule

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Description	Revenue and Expenses per Books	Adjusted Net Income	Disbursements for Charitable Purposes
CUTTHROAT CLASSIC
POSTAGE	124	124
ADVERTISING	1,897	1,897
COST OF GOODS SOLD	1,999	1,999
EXPENSES
BOARD EXPENSE	2,061
INSURANCE	3,629
OFFICE	1,039		520
BANK CHARGES	21
TELEPHONE	677		339
ADVERTISING	1,980
FUNDRAISING EXPENSE	8,918		8,918

- TIN:

TY 2017 OtherIncomeSchedule2

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INVESTMENT INCOME	1,658	1,658	1,658
CUTTHROAT CLASSIC	2,207		2,207

- TIN:

TY 2017 OtherProfessionalFeesSchedule

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	7,246	7,246	7,246

- TIN:

TY 2017 TaxesSchedule

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAXES	390