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
ADELE A & HAROLD J WESTBROOK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)54 PHEASANT RUN
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KINNELON, NJ07405
A Employer identification number

57-1075664
B Telephone number (see instructions)

(973) 850-6547
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,947,362J 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) 15,039
2 Check bullet.............
3 Interest on savings and temporary cash investments 962 962  
4 Dividends and interest from securities... 93,231 93,231  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 160,653
b Gross sales price for all assets on line 6a 214,391
7 Capital gain net income (from Part IV, line 2)... 160,653
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 269,885 254,846 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,250 12,075 0 28,175
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 985 296 0 690
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,064 3,919 0 2,144
19 Depreciation (attach schedule) and depletion... Click to see attachment 78 23 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7,217 2,845 0 4,372
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 54,594 19,158 0 35,381
25 Contributions, gifts, grants paid....... 333,532 333,532
26 Total expenses and disbursements. Add lines 24 and 25 388,126 19,158 0 368,913
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -118,241
b Net investment income (if negative, enter -0-) 235,688
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 297,128 188,569 188,569
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 2,120 3,120 3,120
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 956,341 Click to see attachment946,305 1,909,972
c Investments—corporate bonds (attach schedule)....... 1,104,167 Click to see attachment1,103,599 845,504
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet2,461
Less: accumulated depreciation (attach schedule) bullet2,264 275 Click to see attachment197 197
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,360,031 2,241,790 2,947,362
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 2,360,031 2,241,790
30 Total net assets or fund balances (see instructions)..... 2,360,031 2,241,790
31 Total liabilities and net assets/fund balances (see instructions). 2,360,031 2,241,790
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
2,360,031
2
Enter amount from Part I, line 27a .....................
2
-118,241
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,241,790
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,241,790
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CVS HEALTH P 2018-11-30 2018-12-06
b AETNA INC NEW P 2013-09-18 2018-11-29
c AETNA INC NEW P 2013-09-19 2018-11-29
d AETNA INC NEW P 2013-09-20 2018-11-29
e AETNA INC NEW P 2014-05-29 2018-11-29
MATCH GROUP INC P 2015-11-18 2018-09-19
MATCH GROUP INC P 2015-11-18 2018-09-19
MATCH GROUP INC P 2015-11-18 2018-10-16
NVIDIA P 2016-04-13 2018-03-28
PENUMBRA INC P 2015-09-18 2018-03-28
PENUMBRA INC P 2015-09-18 2018-03-29
PENUMBRA INC P 2015-09-18 2018-06-27
PENUMBRA INC P 2015-09-18 2018-06-27
PENUMBRA INC P 2015-09-18 2018-06-27
CHEMOURS CO SHS P 2008-10-01 2018-03-28
CHEMOURS CO SHS P 2008-10-01 2018-03-28
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1   1 0
b 14,033   4,405 9,628
c 33,594   10,551 23,043
d 21,262   6,512 14,750
e 26,791   9,708 17,083
23,983   4,896 19,087
470   96 374
10,790   2,304 8,486
17,138   2,828 14,310
15,292   4,020 11,272
2,005   540 1,465
3,308   690 2,618
1,726   360 1,366
31,497   6,570 24,927
901   198 703
270   59 211
11,330     11,330
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       0
b       9,628
c       23,043
d       14,750
e       17,083
      19,087
      374
      8,486
      14,310
      11,272
      1,465
      2,618
      1,366
      24,927
      703
      211
      11,330
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 2 160,653
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 76,000 3,036,372 0.025030
2016 176,467 2,538,835 0.069507
2015 120,244 2,180,743 0.055139
2014 127,636 1,642,747 0.077697
2013 92,021 1,592,258 0.057793
2
Total of line 1, column (d) .....................
2
0.285166
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
0.057033
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,205,859
5
Multiply line 4 by line 3......................
5
182,840
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,357
7
Add lines 5 and 6........................
7
185,197
8
Enter qualifying distributions from Part XII, line 4,.............
8
368,913
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 2,357
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,357
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,357
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 6,520
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,163
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet4,163 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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)
    bulletSC, NJ
    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 addressbulletNONE
    14
    The books are in care ofbulletCHARLES WESTBROOK Telephone no.bullet (973) 850-6547

    Located atbullet54 PHEASANT RUNKINNELONNJ ZIP+4bullet07405
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    EDWARD J WESTBROOK PRESIDENT/TREASURER/DIRECT
    2.00     		0 0 0
    2659 PARISH LANDING
    MT PLEASANT,SC29466
    HAROLD J WESTBROOK VICE PRESIDENT/DIRECTOR
    1.00     		0 0 0
    2855 DOTY DR
    ARROYO GRANDE,CA93420
    CHARLES J WESTBROOK CORPORATE SECRETARY/DIRECT
    2.00     		0 0 0
    54 PHEASANT RUN
    KINNELON,NJ07405
    RICHARD J WESTBROOK VICE PRESIDENT/DIRECTOR
    1.00     		0 0 0
    6454 DEERFIELD DR
    NEW HOPE,PA18938
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,070,854
    b
    Average of monthly cash balances.......................
    1b
    183,825
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,254,679
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,254,679
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    48,820
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,205,859
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    160,293
    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
    160,293
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,357
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,357
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    157,936
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    157,936
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    157,936
    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
    368,913
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    368,913
    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
    2,357
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    366,556
    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 7 157,936
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 21,960
    c From 2015...... 13,407
    d From 2016...... 132,575
    e From 2017......  
    fTotal of lines 3a through e........ 167,942
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 368,913
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 157,936
    e Remaining amount distributed out of corpus 210,977
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 378,919
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		378,919
    10 Analysis of line 9:
    a Excess from 2014.... 21,960
    b Excess from 2015.... 13,407
    c Excess from 2016.... 132,575
    d Excess from 2017....  
    e Excess from 2018.... 210,977
    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).)
    EDWARD J WESTBROOK
    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:
    CHARLES WESTBROOK
    54 PHEASANT RUN
    KINNELON,NJ07405
    (973) 850-6547
    bThe form in which applications should be submitted and information and materials they should include:
    CONTACT ORGANIZATION FOR SUBMITTAL REQUIREMENTS.
    cAny submission deadlines:
    JULY 1ST
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    DONEES MUST BE A PUBLIC CHARITY, EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
    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
    A CHILD'S HAVEN
    6732 20 MARTIN DRIVE
    GREENVILLE,SC29617     		  PUBLIC TREAT CHILDREN WITH DEVELOPMENTAL DELAYS AS A RESULT OF LIMITED RESOURCES, ABUSE, OR NEGLECT, AND PROVIDES SUPPORT AND EDUCATION FOR BOTH THE CHILD AND THEIR FAMILIES 2,000
    AMERICAN FOUNDATION
    4518 NORTH 32ND STREET
    PHOENIX,AZ85018     		  PUBLIC PROVIDE ASSISTANCE WITH MISSION OF THE ORGANZATION 3,000
    AMERICAN RED CROSS-LOWCOUNTRY SC CHAPTER
    2424-A CITY HALL LANE
    NORTH CHARLESTON,SC29406     		  PUBLIC RELIEF FOR VICTIMS OF HURRICANE 20,000
    ANGEL FLIGHT
    12345 E SKELLY DRIVE
    TULSA,OK74128     		  PUBLIC TO ARRANGE FREE AIR TRANSPORTATION FOR ANY LEGITIMATE, CHARITABLE, MEDICALLY RELATED NEED 3,000
    APPLE RIDGE FARMS
    541 LUCK AVE SW 304
    ROANOKE,VA24016     		  PUBLIC PROVIDE OUTDOOR AND EDUCATIONAL EXPERIENCES FOR UNDER-SERVED YOUTH 2,000
    BENEDICTINE SISTERS
    31970 STATE HWY P
    CLYDE,MO64432     		  PUBLIC PROVIDE ASSISTANCE WITH MISSION OF THE ORGANZATION 2,000
    BLUFFTON JASPER COUNTY
    29 PLANTATION PARK DR
    BLUFFTON,SC29910     		  PUBLIC PROVIDE FREE MEDICAL CARE IN A COMPASSIONATE AND PROFESSIONAL MANNER TO THE UNINSURED OF GREAT BLUFFTON AND JASPER COUNTY WITH AN EMPHASIS ON PREVENTATIVE MEDICINE AND HEALTH EDUCATION 1,000
    CATHOLIC CHARITIES USA
    2050 BALLENGER AVE SUITE 400
    ALEXANDRIA,VA22314     		  PUBLIC RELIEF OF VICTIMS OF HURRICANES 2,500
    CHARITY WATER
    40 WORTH ST
    NEW YORK,NY10013     		  PUBLIC BRING CLEAN AND SAFE DRINKING WATER TO PEOPLE IN DEVELOPING COUNTRIES 3,000
    CHARLESTON ANIMAL SOCIETY
    2455 REMOUNT ROAD
    NORTH CHARLESTON,SC29406     		  PUBLIC THE PREVENTION OF CRUELTY TO ANIMALS 500
    EMMANU WHEEL
    PO BOX 1626
    LEXINGTON,SC29071     		  PUBLIC PROVIDE WHEELCHAIR RAMPS TO MOBILITY-IMPAIRED INDIVIDUALS WHO CANNOT AFFORD THE COST OF THE RAMPS 1,000
    FOOD FOR THE POOR
    6401 LYONS ROAD
    COCONUT CREEK,FL33073     		  PUBLIC HELP BOTH THE MATERIALLY POOR AND THE POOR IN SPIRIT 3,000
    FRONTIER
    PO BOX 9054
    GRAY,TN37615     		  PUBLIC TO HOLD PUBLIC OFFICIALS ACCOUNTABLE, GIVE A VOICE TO THE POWERLESS AND TELL THE STORIES THAT OTHERS ARE AFRAID TO TELL, OR THAT ILLUMINATE THE LIVES OF PEOPLE IN OUR COMMUNITY 3,000
    GATEWAY HOMES RICHMOND
    4901 LIBBIE MILL EAST BLVD SUITE
    210
    RICHMOND,VA23230     		  PUBLIC PROVIDE A TRANSITIONAL RESIDENTIAL TREATMENT PROGRAM FOR ADULTS WITH MENTAL ILLNESS WHO ARE STRIVING FOR INDEPENDENCE 2,500
    HABITAT FOR HUMANITY
    270 PEACHTREE ST NW SUITE 1300
    ATLANTA,GA30303     		  PUBLIC BRING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE 2,000
    HOLY FAMILY FUNDATION
    8235 OHIO RIVER BLVD
    PITTSBURG,PA15202     		  PUBLIC EMPOWER CHILDREN AND FAMILIES TO LEAD RESPONSIBLE LIVES AND DEVELOP HEALTHY RELATIONSHIPS BUILT ON FAITH, HOPE, AND LOVE 3,000
    HOPE FOR VETERANS
    959 ROUTE 46 EAST SUITE 402
    PARSIPPANY,NJ07054     		  PUBLIC HOUSING, PERMANENT SUPPORTIVE HOUSING, RAPID RE-HOUSING AND HOMELESSNESS PREVENTION 2,500
    LIFELINE FAMILY CENTER
    907 SE 5TH AVE
    CAPE CORAL,FL33990     		  PUBLIC OFFER A POSITIVE ALTERNATIVE TO ABORTION, GIVING BOTH MOTHER AND BABY HOPE FOR THE FUTURE 2,500
    LOWCOUNTRY FOOD BANK
    2864 AZALEA DRIVE
    NORTH CHARLESTON,SC29405     		  PUBLIC HELP ALLEVIATE CHILD HUNGER IN THE LOWCOUNTRY BY PROVIDING FOOD TO CHILDREN AND THEIR FAMILIES AT SCHOOL 3,000
    MEALS WITH A MISSION
    63 HARRISON AVE
    GARFIELD,NJ07026     		  PUBLIC SERVING THE EVER-INCREASING NUMBER OF HUNGRY MEN, WOMEN AND CHILDREN IN OUR COMMUNITIES 3,000
    MERCY MED ANGELS
    4620 HAYGOOD ROAD SUITE 1
    VIRGINIA BEACH,VA23455     		  PUBLIC PROVIDE TRANSPORTATION ON THE GROUND AND IN THE AIR TO CLINICAL CARE FOR THOSE IN NEED 3,000
    MISSION AVIATION FELLOWSHIP
    PO BOX 47
    NAMPA,ID83653     		  PUBLIC PROVIDE AVIATION AND TECHNOLOGY SO THAT ISOLATED PEOPLE MAY BE PHYSICALLY AND SPIRITUALLY TRANSFORMED 3,000
    NATIONAL FEDERATION OF THE BLIND
    200 EAST WELLS STREET
    BALTIMORE,MD21230     		  PUBLIC PROVIDE INFORMATION AND SUPPORT TO BLIND CHILDREN AND ADULTS, AND BUILD A COMMUNITY THAT CREATES A FUTURE FULL OF OPPORTUNITIES 2,000
    NATIONAL SWEICH AG FDN (NASDA)
    4350 NORTH FAIRFAX DRIVE 910
    ARLINGTON,VA22203     		  PUBLIC TO ADVANCE AGRICULTURE TO SHAPE A CHANGING WORLD 2,000
    NATIVE AMERICAN
    PO BOX 512
    RAPID CITY,SD57709     		  PUBLIC HELP AS MANY NATIVE AMERICAN FAMILIES AS POSSIBLE WITH BASIC LIFE NECESSITIES AND SELF-HELP PROGRAMS 3,000
    ONE EIGHT PLACE
    PO BOX 20038
    CHARLESTON,SC29413     		  PUBLIC TO PREVENT HOMELESSNESS ONE PERSON AT A TIME, ONE FAMILY AT A TIME 116,766
    OPERATION JERSEY CARES
    PO BOX 551
    SOMERVILLE,NJ08876     		  PUBLIC PROVIDING THE HIGHEST LEVEL OF SUPPORT TO OUR SERVICE MEN AND WOMEN 2,000
    OUR LADY OF PERPETUAL HELP
    1709 LYTTLETON ST
    CAMDEN,SC29020     		  PUBLIC PROVIDE ASSISTANCE WITH MISSION OF THE ORGANZATION 1,500
    PAWS FOR LIBERTY
    8939 PALOMINO DR
    LAKE WORTH,FL33467     		  PUBLIC TO HELP RETURNING SOLDIERS WITH DISABILITIES REGAIN THEIR INDEPENDENCE AND CONFIDENCE THROUGH THE ASSISTANCE OF PROFESSIONALLY TRAINED SERVICE DOGS 2,000
    PROBONO LEGAL
    111 CHURCH STREET
    CHARLESTON,SC29401     		  PUBLIC ACCESS TO JUSTICE AND LEGAL SERVICES BUILDS STRONG, VIBRANT COMMUNITIES 116,766
    SAFE HARBOR
    429 NORTH MAIN ST
    GREENVILLE,SC29601     		  PUBLIC TO PROVIDE A CONTINUUM OF SERVICES FOR VICTIMS OF DOMESTIC VIOLENCE AND THEIR CHILDREN 2,000
    SEA HAVEN
    PO BOX 600
    NORTH MYRTLE BEACH,SC29597     		  PUBLIC TO IMPROVE THE OVERALL WELLBEING AND SAFETY OF HOMELESS FORGOTTEN YOUTH AGES 13-21 3,000
    SHELTER BOX USA
    7359 MERCHANT COURT
    SARASOTA,FL34240     		  PUBLIC RELIEF FOR VICTIMS OF HURRICANES 4,000
    SPECIAL OLYMPICS
    1133 19TH STREET NW
    WASHINGTON,DC20036     		  PUBLIC TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES, GIVING THEM CONTINUING OPPORTUNITIES TO DEVELOP PHYSICAL FITNESS, DEMONSTRATE COURAGE, EXPERIENCE JOY AND PARTICIPATE IN A SHARING OF GIFTS, SKILLS AND FRIENDSHIP WITH THEIR FAMILIES, OTHER SPECIAL OLYMPICS ATHLETES AND THE COMMUNITY 1,500
    ST MARY'S HEALTH WAGON
    5626 PATRIOT DR
    WISE,VA24293     		  PUBLIC TO PROVIDE COMPASSIONATE, QUALITY HEALTH CARE TO THE MEDICALLY UNDERSERVED PEOPLE IN THE MOUNTAINS OF APPALACHIA 2,000
    UNIVERSITY SMITH
    7 COLLEGE LAW LANE
    NORTHAMPTON,MA01063     		  PUBLIC PROVIDE ASSISTANCE WITH MISSION OF THE ORGANZATION 3,000
    YOUTH EMPOWERMENT SERVICES
    2427 MIDLAND PARK ROAD
    NORTH CHARLESTON,SC29406     		  PUBLIC PROVIDING SUPPORTS AND OPPORTUNITIES TO ALLOW TEENS TO REACH BEYOND THEIR CURRENT CIRCUMSTANCES 1,500
    Total .................................bullet 3a 333,532
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 962  
    4 Dividends and interest from securities....     14 93,231  
    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 ............     		    14 160,653  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 254,846 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    254,846
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    ADELE A & HAROLD J WESTBROOK FOUNDATION
     
    Employer identification number

    57-1075664
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    ADELE A & HAROLD J WESTBROOK FOUNDATION
          		Employer identification number
    57-1075664
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    EDWARD WESTBROOK  
    2659 PARISH LANDING
     
    MT PLEASANT, SC29466

    		$ 15,039


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    ADELE A & HAROLD J WESTBROOK FOUNDATION
          		Employer identification number

    57-1075664
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    ADELE A & HAROLD J WESTBROOK FOUNDATION
          		Employer identification number

    57-1075664
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    ADELE A & HAROLD J WESTBROOK FOUNDATION
    EIN:
    57-1075664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING/TAX PREP 985 296 0 690

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

    TY 2018 DepreciationSchedule
    Name:
    ADELE A & HAROLD J WESTBROOK FOUNDATION
    EIN:
    57-1075664
    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
    DESK,HUTCH,TABLE 1999-12-01 1,192 1,192 SL 7.000000000000 0 0 0  
    22" MONITOR 2007-04-26 196 196 SL 5.000000000000 0 0 0  
    CANNON LASER PRINTER 2007-09-02 273 273 SL 5.000000000000 0 0 0  
    DELL COMPUTER 2010-10-07 252 252 SL 5.000000000000 0 0 0  
    DESK CHAIR 2014-07-15 548 273 SL 7.000000000000 78 0 78  

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    ADELE A & HAROLD J WESTBROOK FOUNDATION
    EIN:
    57-1075664
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS GROUP INC 39,649 52,680
    METLIFE INC 40,225 56,511
    LEHMAN BROS HLDG 50,000 162
    BLACKROCK LTD DUR 57,174 38,372
    BLACKROCK CREDIT ALLCT 75,210 41,925
    EATON VANCE LTD DUR INC 56,556 36,475
    EATON VANCE FLT-RT 79,696 60,768
    FLAHERTY & CRUMRINE 60,030 43,498
    ISHARES US PREFERRED 149,918 131,101
    NUVEEN PREFERRED 71,271 47,030
    PIMCO INCOME STRATEGY 69,386 44,567
    PIONEER HIGH INCOME 55,194 25,504
    SPDR WELLS FARGO 150,119 128,372
    INVESCO PREFERRED ETF 149,171 138,539

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ADELE A & HAROLD J WESTBROOK FOUNDATION
    EIN:
    57-1075664
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC SHS 9,909 22,863
    ALPHABET INC SHS 59,658 187,048
    AMERICAN INTERNATIONAL GROUP INC 5,368 1,813
    AMGEN INC COM 61,903 144,056
    APPLE INC 120,891 263,110
    AT&T INC 10,143 18,893
    BP PLC 5,793 18,960
    BRISTOL-MYERS SQUIBB 32,495 47,718
    DISNEY (WALT) CO COM 14,118 30,812
    DOWDUPONT INC 28,639 76,215
    ELI LILLY & CO 15,944 57,860
    GENERAL ELECTRIC 40,259 9,841
    GENIMAB A/S SHS 10,926 44,565
    INTEL CORP 29,859 46,930
    INTL BUSINESS MACHINES 6,642 34,101
    JPMORGAN CHASE & CO 12,374 95,472
    MASTERCARD INC 73,186 253,546
    MCKESSION CORPORATION INC 35,161 38,112
    PACKAGING CORP AMERICA 12,209 24,454
    PFIZER INC 8,665 21,599
    PPG INDUSTRIES INC 29,070 26,989
    TRAVELERS COS INC 35,241 77,239
    UNITED CONTL HLDGS INC 24,144 65,728
    VALERO ENERGY CORP NEW 8,467 31,188
    WALMART STORES INC 9,524 46,575
    WT01 21 AMERICAN 391 131
    COHEN & STEERS REIT & PFD 68,127 51,175
    EATON VANCE ENH EQ 146,769 148,278
    CVS HEALTH CORP 30,430 24,701

    TY 2018 LandEtcSchedule2
    Name:
    ADELE A & HAROLD J WESTBROOK FOUNDATION
    EIN:
    57-1075664
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    DESK,HUTCH,TABLE 1,192 1,192 0  
    22" MONITOR 196 196 0  
    CANNON LASER PRINTER 273 273 0  
    DELL COMPUTER 252 252 0  
    DESK CHAIR 548 351 197  


    TY 2018 OtherExpensesSchedule
    Name:
    ADELE A & HAROLD J WESTBROOK FOUNDATION
    EIN:
    57-1075664
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEE 971 971 0 0
    POSTAGE 323 97 0 226
    TELEPHONE/INTERNET 4,125 1,238 0 2,887
    MEMBERSHIP DUES 750 225 0 525
    SUPPLIES 1,048 314 0 734


    TY 2018 TaxesSchedule
    Name:
    ADELE A & HAROLD J WESTBROOK FOUNDATION
    EIN:
    57-1075664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 3,064 919 0 2,144
    EXCISE TAXES 3,000 3,000 0 0