Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
The Woodforest Charitable Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)1330 Lake Robbins Dr Room 150
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
The Woodlands, TX77380
A Employer identification number

20-2516951
B Telephone number (see instructions)

(832) 375-2543
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$59,451,957J 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) 6,118,500
2 Check bullet.............
3 Interest on savings and temporary cash investments 247,683 205,750  
4 Dividends and interest from securities... 915,080 1,045,351  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 1,576,529
b Gross sales price for all assets on line 6a 26,384,920
7 Capital gain net income (from Part IV, line 2)... 1,576,529
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 397,594 278,221  
12 Total. Add lines 1 through 11........ 9,255,386 3,105,851  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 850 850    
b Accounting fees (attach schedule)....... Click to see attachment 15,608 11,706   3,902
c Other professional fees (attach schedule).... Click to see attachment 299,035 544,830    
17 Interest............... 3,892      
18 Taxes (attach schedule) (see instructions)... Click to see attachment 26,000 15,236    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 92 92    
23 Other expenses (attach schedule)....... Click to see attachment 7,362 6,664   698
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 352,839 579,378   4,600
25 Contributions, gifts, grants paid....... 1,776,330 2,026,330
26 Total expenses and disbursements. Add lines 24 and 25 2,129,169 579,378   2,030,930
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,126,217
b Net investment income (if negative, enter -0-) 2,526,473
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 7,181,839 8,882,125 8,882,125
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 46,415,645 Click to see attachment52,728,304 50,569,832
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 53,597,484 61,610,429 59,451,957
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment446,109 Click to see attachment200,000
23 Total liabilities (add lines 17 through 22)......... 446,109 200,000
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.................. 53,151,375 61,410,429
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 53,151,375 61,410,429
31 Total liabilities and net assets/fund balances (see instructions). 53,597,484 61,610,429
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
53,151,375
2
Enter amount from Part I, line 27a .....................
2
7,126,217
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,132,837
4
Add lines 1, 2, and 3 ..........................
4
61,410,429
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
61,410,429
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 300 SHS Adobe Inc. P 2018-07-09 2018-10-05
b 97.34 SHS Invesco European Growth Fund P 2018-12-17 2018-12-20
c 1,720.578 SHS Invesco Asia Pacific Growth Fund P 2018-04-23 2018-12-20
d 720 SHS Alaska Air Group Inc. P 2017-12-13 2018-07-25
e 3,487.781 SHS Alger Small CAP focus P 2017-10-11 2018-10-05
128.420 SHS Alger Small CAP Focus Fund P 2017-12-18 2018-10-05
1,915.834 SHS Alger Spectra Fund P   2018-10-05
155 SHS Alibaba Group HLDG P 2018-07-09 2018-09-11
290 SHS Alibaba Group HLDG P 2017-12-14 2018-09-28
.707 SHS Cigna Corp P 2018-12-04 2018-12-31
200 SHS Celgene Corp P 2017-08-10 2018-02-20
25 SHS Celgene Corp P 2017-08-10 2018-02-28
492 SHS Celgene Corp P 2017-05-08 2018-04-23
7,974.744 SHS Cohen Steers P   2018-04-10
500 SHS Cummins Inc. P 2018-05-01 2018-09-28
21,369.624 SHS DWS Enhanced P   2018-11-14
485 SHS Dollar Tree Inc. P 2018-02-02 2018-07-09
288 SHS Express Scripts P 2018-12-04 2018-12-20
1565 SHS Flir Systems Inc. P 2018-02-05 2018-03-05
1,000 SHS Flir Systems Inc. P 2018-02-05 2018-09-11
965 SHS Fastenal Company P 2018-01-10 2018-10-05
151 SHS Fedex P 2018-02-06 2018-07-20
355 SHS Fedex P 2018-02-06 2018-09-28
135 SHS IQVIA P 2018-07-09 2018-07-20
1,060 SHS Ishares TR MSCI P 2017-10-11 2018-09-11
470 SHS Ishares TR Nasdaq Biotech P 2018-11-14 2018-12-24
1,604 SHS Ishares TR RUs 2000 P 2018-11-13 2018-12-24
1,360 SHS ISHARES TR EAFE P 2017-10-11 2018-09-11
172.822 SHS Janus P 2017-12-20 2018-07-20
380 SHS L3 Technologies P 2018-07-09 2018-10-05
300 SHS LAM Research P 2018-07-25 2018-09-11
111,000 SHS Lord Abbett P 2018-09-11 2018-11-05
18,500 SHS Lord Abbett P 2018-09-28 2018-11-13
40,000 SHS Lord Abbett P 2018-10-05 2018-11-14
28,000 SHS Lord Abbett P 2018-09-28 2018-11-15
75,075 SHS Lord Abbett P 2018-10-05 2018-12-04
900 SHS Microsoft P 2017-12-08 2018-10-05
80 SHS Motorola P 2017-12-21 2018-07-20
13,357.72 SHS Nuveen Real Estate P   2018-01-26
1,002 SHS Pacwest Bancorp P 2017-08-16 2018-04-23
160 SHS Pioneer NAT RES P 2017-12-08 2018-09-28
915 SHS Progressive P 2018-01-02 2018-09-11
2,690 SHS Propetro P 2017-12-14 2018-07-25
940 SHS Rockwell Collins P 2017-07-31 2018-02-06
525 SPDR SP P 2018-08-07 2018-10-05
1,225 SHS SSC P 2017-12-18 2018-09-11
1,500,000 SHS US Treasury Bond P 2018-11-05 2018-12-20
548.467 SHS Virtus Duff Phelps P 2017-12-21 2018-03-12
345 SHS Westrock P 2017-10-27 2018-07-20
1,610 SHS Westrock P 2017-10-27 2018-09-28
1.410 SHS Weyerhaeuser P 2017-12-21 2018-08-07
236 SHS Allergan P 2017-06-02 2018-02-20
17,900 SHS Invesco P 2013-02-22 2018-05-30
.110 ATT P 2016-10-11 2018-06-27
1,480 SHS ATT P 2016-09-09 2018-07-09
2,942 SHS Invesco European P 2017-10-11 2018-12-20
7,126 SHS Alger Spectra P 2015-01-05 2018-10-05
365 SHS Allstate P 2015-07-01 2018-10-05
63 SHS Amazon P 2015-09-29 2018-04-23
500 SHS Anadrako P 2015-12-06 2018-09-11
539 SHS Apple P 2015-11-13 2018-04-23
300,000 SHS BCE INC. P 2016-01-05 2018-01-10
2,000 SHS Blackrock TCP P 2014-07-08 2018-10-05
13 SHS Booking Hldgs P 2014-06-19 2018-10-05
365 SHS Broadcom Inc. P 2017-08-10 2018-09-28
490 SHS CVS P 2017-05-09 2018-07-25
675 SHS CVS P 2014-01-13 2018-09-28
680 SHS Carnival P 2016-10-11 2018-09-11
,1000 SHS Deutsche P 2016-02-16 2018-02-20
1,120 SHS Express P 2017-12-08 2018-12-20
1,300 SHS Fidus INvt P 2014-08-20 2018-04-23
297 SHS Halliburton P 2016-09-09 2018-10-05
185 SHS Intercontinental EXchange P 2017-08-04 2018-10-05
75 SHS Iridium P 2016-08-10 2018-05-25
100 SHS Iridium P 2016-08-10 2018-08-01
700 SHS Iridium P 2016-08-10 2018-08-09
3,140 Ishares P 2016-08-26 2018-10-05
12,901 SHS Janus P 2013-10-14 2018-07-20
250 SHS Mastercard P 2007-12-12 2018-03-02
500 SHS Mastercard P 2007-12-12 2018-07-09
400 SHS Merck P 2017-03-22 2018-07-20
1,166 SHS Microchip P 2015-09-24 2018-10-05
6,528 SHS Nuveen P 2016-01-27 2018-01-26
2,425 SHS Oracle P 2016-09-09 2018-10-17
290 SHS Pioneer P 2017-02-06 2018-09-28
135 SHS Salesforce P 2016-08-10 2018-07-20
490 SHS Salesforce P 2016-08-10 2018-09-11
1,030 SHS Time Warner P 2016-09-13 2018-06-14
3,245.802 SHS Virtus Duff P 2013-12-20 2018-03-12
214 SHS Allergan P 2014-01-13 2018-02-20
240 SHS Chubb P 2016-09-13 2018-10-05
450 SHS Alphabet P 2018-04-24 2018-05-31
5,000 SHS Anadarko P 2017-06-17 2018-01-23
1,700 SHS Bank OZK P 2018-10-19 2018-12-03
12,000 SHS BP PLC P 2017-04-21 2018-04-10
5,000 SHS Candence P 2017-11-09 2018-04-23
1,000 SHS Chevron P 2017-09-28 2018-06-28
3,000 SHS Discover P 2017-11-22 2018-08-21
2,000 SHS Exxon P 2017-09-27 2018-06-28
1,000 SHS Ford P 2017-05-09 2018-02-01
7,000 SHS JPMorgan P 2017-09-28 2018-04-09
3,000 SHs Verizon P 2018-05-08 2018-06-28
3,000 SHS Walmart P 2017-11-22 2018-08-14
2,000 SHS Chevron P 2017-04-21 2018-06-28
1,000 SHS Discover P 2017-05-15 2018-08-21
2,000 SHS Exxon P 2017-04-21 2018-06-28
1,150 SHS Walmart P 2015-01-12 2018-04-17
Goldman Sach 218-8 S-T P   2018-11-12
Goldman Sach 637-7 S-T P   2018-03-16
Goldman Sach 637-7 L-T P   2018-12-20
Goldman Sach 855-6 S-T P   2018-12-28
Goldman Sach 855-6 L-T P   2018-12-20
Goldman Sach 855-6 noncovered P   2018-10-04
Goldman Sachs 700-6 L-T P 2016-05-17 2018-03-22
Goldman Sachs 700-6 S-T P 2018-02-21 2018-09-07
Goldman Sachs 779-0 S-T P 2018-03-12 2018-05-29
Goldman Sachs 779-0 L-T P 2016-03-01 2018-03-01
Goldman Sachs 779-0 noncovered P 2013-12-05 2018-12-12
Goldman Sachs 784-0 L-T P 2013-11-21 2018-12-11
Goldman Sachs 784-0 S-t P 2018-10-11 2018-12-11
Goldman Sachs 785-7 S-T P 2018-01-08 2018-10-30
Goldman Sachs 785-7 L-T P 2013-11-21 2018-12-17
Goldman Sachs 785-7 noncovered P   2018-07-02
Goldman Sachs 786-5 P 2016-02-29 2018-01-22
Goldman Sachs 791-5 LT P 2017-06-06 2018-11-09
Goldman Sachs 791-5 S-T P 2018-09-12 2018-11-09
Goldman Sachs 792-3 L-T P 2015-04-14 2018-12-18
Goldman Sachs 792-3 S-T P 2018-02-12 2018-12-14
Goldman Sachs 908-4 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 79,022   74,712 4,310
b 3,203   3,256 -53
c 50,000   59,383 -9,383
d 42,199   49,816 -7,617
e 72,337   52,819 19,518
2,663   1,955 708
45,808   39,870 5,938
24,145   29,805 -5,660
47,659   49,880 -2,221
130   147 -17
19,003   26,550 -7,547
2,180   3,319 -1,139
43,975   59,778 -15,803
146,097   156,657 -10,560
73,165   74,870 -1,705
217,543   261,686 -44,143
40,996   53,229 -12,233
14,040   14,040  
76,996   77,311 -315
62,883   49,400 13,483
54,638   51,628 3,010
35,307   36,942 -1,635
84,918   86,851 -1,933
14,944   13,870 1,074
43,493   48,897 -5,404
42,778   48,434 -5,656
254,455   300,028 -45,573
67,938   74,648 -6,710
5,039   5,164 -125
80,859   74,757 6,102
46,385   51,387 -5,002
1,110,000   1,111,110 -1,110
185,000   185,185 -185
400,000   400,400 -400
280,000   280,280 -280
750,000   751,502 -1,502
100,403   75,794 24,609
9,785   7,356 2,429
13,358   14,129 -771
51,584   46,132 5,452
27,635   24,926 2,709
62,403   50,645 11,758
39,142   50,034 -10,892
126,310   100,063 26,247
48,279   50,211 -1,932
68,174   49,980 18,194
639,000   561,040 77,960
13,437   14,320 -883
19,907   20,562 -655
86,496   94,376 -7,880
48,236   49,914 -1,678
38,230   45,206 -6,976
199,585   225,898 -26,313
4   4  
47,863   48,159 -296
96,797   120,847 -24,050
170,384   123,232 47,152
36,474   24,638 11,836
96,573   30,996 65,577
31,687   29,125 2,562
89,704   61,985 27,719
1,600     1,600
28,670   34,858 -6,188
25,066   15,681 9,385
89,209   89,790 -581
32,043   39,803 -7,760
53,162   50,099 3,063
42,149   33,701 8,448
25,000   23,839 1,161
54,600   25,300 29,300
16,822   24,952 -8,130
12,495   12,506 -11
14,110   11,969 2,141
33,750   24,134 9,616
60,999   32,178 28,821
482,994   201,008 281,986
128,585   126,065 2,520
376,222   340,485 35,737
42,892   5,347 37,545
100,174   10,695 89,479
24,916   25,440 -524
81,106   45,094 36,012
128,930   143,087 -14,157
116,182   95,122 21,060
50,088   50,621 -533
19,814   10,961 8,853
74,771   39,785 34,986
55,362   31,691 23,671
79,522   104,242 -24,720
34,666   43,589 -8,923
32,380   30,653 1,727
472,331   455,607 16,724
305,504   246,184 59,320
45,823   42,782 3,041
530,239   441,677 88,562
142,051   116,871 25,180
125,148   117,927 7,221
237,776   210,594 27,182
162,578   164,591 -2,013
10,824   11,236 -412
797,362   707,033 90,329
150,884   144,830 6,054
272,615   269,315 3,300
250,297   211,462 38,835
79,259   60,842 18,417
162,578   162,806 -228
101,083   101,238 -155
406,828   426,719 -19,891
15,865   16,000 -135
388,911   345,000 43,911
1,047,542   1,065,579 -14,985
342,208   235,854 106,884
5,012     5,012
147,701   117,000 30,701
6,422   5,891 531
146,096   149,619 -3,523
600,000   599,680 320
300,915   301,018 -103
83,892   74,844 9,048
790   884 -94
11,223   14,316 -3,093
85,571   78,237 7,334
383     383
1,248,020   1,220,027 27,993
1,088,601   904,624 188,198
6,666,383   6,746,013 -47,387
658,141   559,990 98,151
288,537   220,314 68,223
       
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       4,310
b       -53
c       -9,383
d       -7,617
e       19,518
      708
      5,938
      -5,660
      -2,221
      -17
      -7,547
      -1,139
      -15,803
      -10,560
      -1,705
      -44,143
      -12,233
       
      -315
      13,483
      3,010
      -1,635
      -1,933
      1,074
      -5,404
      -5,656
      -45,573
      -6,710
      -125
      6,102
      -5,002
      -1,110
      -185
      -400
      -280
      -1,502
      24,609
      2,429
      -771
      5,452
      2,709
      11,758
      -10,892
      26,247
      -1,932
      18,194
      77,960
      -883
      -655
      -7,880
      -1,678
      -6,976
      -26,313
       
      -296
      -24,050
      47,152
      11,836
      65,577
      2,562
      27,719
      1,600
      -6,188
      9,385
      -581
      -7,760
      3,063
      8,448
      1,161
      29,300
      -8,130
      -11
      2,141
      9,616
      28,821
      281,986
      2,520
      35,737
      37,545
      89,479
      -524
      36,012
      -14,157
      21,060
      -533
      8,853
      34,986
      23,671
      -24,720
      -8,923
      1,727
      16,724
      59,320
      3,041
      88,562
      25,180
      7,221
      27,182
      -2,013
      -412
      90,329
      6,054
      3,300
      38,835
      18,417
      -228
      -155
      -19,891
      -135
      43,911
      -14,985
      106,884
      5,012
      30,701
      531
      -3,523
      320
      -103
      9,048
      -94
      -3,093
      7,334
      383
      27,993
      188,198
      -47,387
      98,151
      68,223
       
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 1,576,529
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 3 386,604
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 2,196,448 44,061,115 000.049850
2016 1,710,094 39,607,509 000.043176
2015 1,495,593 35,752,538 000.041832
2014 1,456,560 31,937,946 000.045606
2013 825,159 25,473,622 000.032393
2
Total of line 1, column (d) .....................
2
000.212857
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
000.042571
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
51,922,908
5
Multiply line 4 by line 3......................
5
2,210,410
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
25,265
7
Add lines 5 and 6........................
7
2,235,675
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,575,760
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 25,265
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 25,265
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 25,265
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 21,428
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 36928 7 36,928
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 270
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 11,393
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet11,393 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletAL, FL, GA, IL, IN, KY, LA, MD, MS, NC, NY, OH, PA, SC, TX, VA, WV
    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 addressbulletww.woodforestcharitablefoundation.org
    14
    The books are in care ofbulletCharles Marling Telephone no.bullet (832) 375-2543

    Located atbullet1330 Lake Robbins Dr Ste 150The WoodlandsTX ZIP+4bullet77380
    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
    Robert Marling Jr President
    002.00     		0    
    21 Waterway Avenue Ste 550
    The Woodlands,TX77380
    Kim Marling Executive Vice President
    030.00     		0    
    21 Waterway Avenue Ste 550
    The Woodlands,TX77380
    Vicki Richmond Treasurer/ Secretary
    010.00     		0    
    21 Waterway Avenue Ste 550
    The Woodlands,TX77380
    Dr David Gottlieb Director
    010.00     		0    
    21 Waterway Avenue Ste 550
    The Woodlands,TX77380
    Charles Marling Director
    010.00     		0    
    21 Waterway Avenue Ste 550
    The Woodlands,TX77380
    George Sowers Director
    010.00     		0    
    21 Waterway Avenue Ste 550
    The Woodlands,TX77380
    Brittney Marling Advisory Director
    010.00     		0    
    21 Waterway Avenue Ste 550
    The Woodlands,TX77380
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    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 N/A 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    47,680,283
    b
    Average of monthly cash balances.......................
    1b
    5,033,329
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    52,713,612
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    52,713,612
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    790,704
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    51,922,908
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,596,145
    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
    2,596,145
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    25,265
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    25,265
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,570,880
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,570,880
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,570,880
    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 Click to see attachment..........
    1a
    2,030,930
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    544,830
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,575,760
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    25,265
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,550,495
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 2,570,880
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 1,277,248
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,575,760
    a Applied to 2017, but not more than line 2a 1,277,248
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 1,298,512
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		1,272,368
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    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).)
    None
    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.
    None
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Boys and Girls Country
    18806 Roberts Road
    Hockley,TX77447     		None PC Support of General Programs 200,000
    Akron Canton Food Bank
    350 Opportunity Pkwy
    Akron,OH44307     		None PC Support of General Programs 8,000
    Angel Reach
    729 N Frazier
    Conroe,TX77301     		None PC Support of General Programs 10,000
    Assistance League of Montgomery County
    126 N San Jacinto St
    Conroe,TX77301     		None PC Support of General Programs 30,000
    Atlanta Community Food Bank
    732 Joseph Lowery Blvd
    Atlanta,GA30318     		None PC Support of General Programs 6,000
    Bastrop Food Pantry
    806 Fayette St
    Bastrop,TX78602     		None PC Support of General Programs 750
    Blue Ridge Area Food Bank
    96 Laurel Hill
    Verona,VA24482     		None PC Support of General Programs 14,200
    Bridgewood Farms
    11680 Rose Rd
    Conroe,TX77303     		None PC Support of General Programs 5,000
    Crisis Assistance Center
    1022 McCall
    Conroe,TX77301     		None PC Support of General Programs 30,000
    Calhoun County Ministries
    331 Alcoa Dr
    Port Lavaca,TX77979     		None PC Support of General Programs 1,000
    Capital Area Food Bank
    8201 S Congress Ave
    Austin,TX78745     		None PC Support of General Programs 6,700
    CASA Child Advocates of Montgomery County
    412 W Phillips St
    Conroe,TX77301     		None PC Support of General Programs 15,000
    Central Illinois Food Bank
    PO Box 8228
    Springfield,IL62791     		None PC Support of General Programs 5,500
    Central Pennsylvania Food Bank
    3908 Corey Rd
    Harrisburg,PA17109     		None PC Support of General Programs 15,000
    Central Virginia Food Bank
    1415 Rhoadmiller St
    Richmond,VA23220     		None PC Support of General Programs 15,600
    Chester County Food Bank
    1208 Horseshoe Pike
    Downington,PA19335     		None PC Support of General Programs 1,100
    Childrens Safe Harbor
    1519 Oddfellow St
    Conroe,TX77301     		None PC Support of General Programs 500,000
    Cleveland Food Bank
    15500 S Waterloo
    Cleveland,OH44110     		None PC Support of General Programs 6,200
    Compassion United
    916 Cable
    Conroe,TX77301     		None PC Support of General Programs 1,000
    Cumberland Interfaith Hospitality of Fayetteville
    PO Box 481
    Fayetteville,NC28302     		None PC Support of General Programs 500
    Daily Bread Ministries
    PO Box 2344
    Greer,SC29650     		None PC Support of General Programs 4,800
    Dare to Care Food Bank
    5803 Fern Valley
    Louisville,KY40228     		None PC Support of General Programs 6,800
    Dearborn County Clearinghouse For Emergency Aid
    PO Box 478
    Aurora,IN47001     		None PC Support of General Programs 1,200
    East Texas Food Bank
    3201 Robertson Rd
    Tyler,TX75701     		None PC Support of General Programs 20,000
    Eastern Illinois Food Bank
    2405 North Shore
    Urbana,IL61802     		None PC Support of General Programs 6,600
    Emergency Ministries
    26602 Keith St
    Spring,TX77373     		None PC Support of General Programs 10,000
    Facing Hunger Food Bank
    1327 7th
    Huntington,WV25701     		None PC Support of General Programs 2,500
    Family Crisis Center Rio Grande
    616 W Taylor
    Harlingen,TX78550     		None PC Support of General Programs 500
    Food Bank Inc
    1380 E Kirby
    Lima,OH45804     		None PC Support of General Programs 6,200
    Food Bank of Albermarle
    PO Box 1704
    Elizabeth City,NC27906     		None PC Support of General Programs 2,800
    Food Bank of Central and Eastern North Carolina
    3808 Tarheel Dr
    Raleigh,NC27609     		None PC Support of General Programs 50,500
    Food Bank of Central Louisiana
    3223 Baldwin Ave
    Alexandria,LA71301     		None PC Support of General Programs 900
    Food Bank of Central New York
    6970 Schuyler
    East Syracuse,NY13057     		None PC Support of General Programs 4,000
    Food Bank of Golden Crescent
    3809 E Rio Grande
    Victoria,TX77901     		None PC Support of General Programs 1,000
    Food Bank of N Alabama
    2000 B Vernon Ave
    Huntsville,AL35805     		None PC Support of General Programs 8,400
    Food Bank of NE Louisiana
    4600 Central Ave
    Monroe,LA71203     		None PC Support of General Programs 2,600
    Food Bank of Northern Indiana
    702 S Chapin St
    South Bend,IN46601     		None PC Support of General Programs 8,400
    Food Bank of NW Indiana
    2248 W 35th
    Gary,IN46408     		None PC Support of General Programs 3,700
    Food Bank of NW Louisiana
    2307 Texas ave
    Shreveport,LA71103     		None PC Support of General Programs 900
    Food Bank of SE Virginia
    800 Tidewater
    Norfolk,VA23504     		None PC Support of General Programs 14,200
    Food Bank of Virginia Peninsula
    9912 Hosier St
    Newport News,VA23601     		None PC Support of General Programs 7,100
    Food Bank of Western New York
    91 Holt
    Buffalo,NY14206     		None PC Support of General Programs 4,000
    Feeding America Kentucky Heartland
    PO Box 313
    Elizabethtown,KY42702     		None PC Support of General Programs 7,400
    Feeding America SW Virginia
    1025 Electric Rd
    Richmond,VA23227     		None PC Support of General Programs 19,850
    Feeding the Gulf Coast
    5248 Mobile South
    Theodore,AL36582     		None PC Support of General Programs 7,700
    Food Finders Food Bank
    50 Olympia Ct
    Lafayette,IN47909     		None PC Support of General Programs 2,400
    Foodlink
    936 Exchange
    Rochester,NY14608     		None PC Support of General Programs 5,000
    Foundation for the Homeless
    PO Box 28006
    Austin,TX78755     		None PC Support of General Programs 3,500
    Family Promise of Anderson
    204 Highland Ave
    Anderson,SC29621     		None PC Support of General Programs 1,000
    Family Promise of Beaufort
    181 Bluffton Rd
    Bluffton,SC29910     		None PC Support of General Programs 500
    Family Promise of Berks County
    325 N 5th
    Reading,PA19601     		None PC Support of General Programs 1,000
    Family Promise of Birmingham
    PO Box 531233
    Birmingham,AL35253     		None PC Support of General Programs 1,000
    Family Promise of Carbon County
    167 S 3rd
    Lehington,PA18235     		None PC Support of General Programs 500
    Family Promise of Carteret
    3502 Elm Street
    Morehead City,NC28557     		None PC Support of General Programs 500
    Family Promise of Chicago
    PO Box 484
    Glencoe,IL60022     		None PC Support of General Programs 500
    Family Promise of Coastal Alabama
    1260 Dauphin St
    Mobile,AL36604     		None PC Support of General Programs 1,000
    Family Promise of Collin County
    PO Box 1601
    Allentown,TX75013     		None PC Support of General Programs 4,500
    Family Promise of Fulton
    1978 Mount Vernon
    Dunwoody,GA30338     		None PC Support of General Programs 500
    Family Promise of Gaston County
    PO Box 67
    Gastonia,NC28053     		None PC Support of General Programs 1,000
    Family Promise of Greater Cleveland
    3470 E 152nd
    Cleveland,OH44120     		None PC Support of General Programs 1,500
    Family Promise of Greater Indianapolis
    1850 N Arsenal
    Indianapolis,IN46218     		None PC Support of General Programs 500
    Family Promise of Lafayette
    PO Box 825
    Lafayette,IN47902     		None PC Support of General Programs 500
    Family Promise of Harrisburg Capital
    524 Hummel Ave
    Lemoyne,PA17043     		None PC Support of General Programs 1,500
    Family Promise of Irving
    PO Box 177516
    Irving,TX75017     		None PC Support of General Programs 6,000
    Family Promise of Jacksonville
    PO Box 40363
    Jacksonville,FL32203     		None PC Support of General Programs 1,500
    Family Promise of Lake Houston
    111 South Ave
    Humble,TX77338     		None PC Support of General Programs 4,000
    Family Promise of Lee County
    2302 Woodlands Ave
    Sanford,NC27330     		None PC Support of General Programs 500
    Family Promise of Lima Allen County
    129 South Pierce
    Lima,OH45801     		None PC Support of General Programs 500
    Family Promise of Midlands
    2501 Heyward St
    Columbia,SC29205     		None PC Support of General Programs 1,000
    Family Promise of Montgomery County
    PO Box 692
    Conroe,TX77305     		None PC Support of General Programs 10,000
    Family Promise of Monroe County
    1274 N Ninth St
    Stroudsburd,PA18360     		None PC Support of General Programs 1,000
    Family Promise of Montgomery
    PO Box 36
    Montgomery,AL36101     		None PC Support of General Programs 2,000
    Family Promise of Moore County
    PO Box 1173
    Aberdeen,NC28315     		None PC Support of General Programs 500
    Family Promise of Ouchaita
    PO Box 8277
    Monroe,LA71211     		None PC Support of General Programs 500
    Family Promise of Pickens
    111 Hillcrest
    Easley,SC29640     		None PC Support of General Programs 500
    Family Promise of Roanoke
    37 E Clay St
    Salem,VA24153     		None PC Support of General Programs 1,500
    Family Promise of Summit County
    77 W Miller Ave
    Akron,OH44301     		None PC Support of General Programs 500
    Family Promise of SW Pittsburgh
    7 Oregon Ave
    Pittsburgh,PA15205     		None PC Support of General Programs 1,000
    Family Promise of York County
    404 East Main St
    Rock Hill,SC29730     		None PC Support of General Programs 1,500
    Fredricksburg Area Food Bank
    3631 Lee Hill
    Fredricksburg,VA22408     		None PC Support of General Programs 4,250
    Freestore Food Bank
    1141 Central Parkway
    Cincinnati,OH45202     		None PC Support of General Programs 7,100
    Galveston County Food Bank
    624 4th Ave
    Texas City,TX77590     		None PC Support of General Programs 1,000
    Gleaners Food Bank
    3737 Waldemere Ave
    Indianapolis,IN46241     		None PC Support of General Programs 12,000
    Gods Pantry
    1685 Jaggie Fox Way
    Lexington,KY40511     		None PC Support of General Programs 8,300
    Golden Harvest
    13 Enterprise Ave
    Aiken,SC29803     		None PC Support of General Programs 3,900
    Good Neighbor Cupboard
    313 South Tower
    Anderson,SC29624     		None PC Support of General Programs 1,900
    Greater Berks Food Bank
    1011 Tuckerton Ct
    Reading,PA19605     		None PC Support of General Programs 4,800
    Greater Chicago Food Depository
    4100 West Ann Lurie
    Chicago,IL60174     		None PC Support of General Programs 1,100
    Greater Pitt Community Food Bank
    1 N Linden St
    Duquesne,PA15110     		None PC Support of General Programs 10,000
    Humble Area Assistance Ministries (HAAM)
    1204 1st St
    Humble,TX77338     		None PC Support of General Programs 3,500
    Harvest Hope Food Bank
    2220 Shop Road
    Columbia,SC29202     		None PC Support of General Programs 7,700
    Harvest Texarkana
    3120 E 19th St
    Texarkana,TX75505     		None PC Support of General Programs 1,500
    Helping a Hero
    101 Vera King Farris
    Galloway,NJ08205     		None PC Support of General Programs 25,000
    High Plains Food Bank
    PO Box 31803
    Amarillo,TX79120     		None PC Support of General Programs 500
    HOA of Austin County
    715 Frydek
    Sealy,TX77474     		None PC Support of General Programs 1,000
    Hoosier Hills Food Bank
    617 N Fairview St
    Bloomington,IN47404     		None PC Support of General Programs 2,400
    Hope Alliance
    1011 Gattis School
    Round Rock,TX78664     		None PC Support of General Programs 750
    Hope Beyond Bridges
    4008 Louetta Rd
    Spring,TX77388     		None PC Support of General Programs 2,500
    Houston Food Bank
    3811 Eastex Freeway
    Houston,TX77026     		None PC Support of General Programs 20,000
    IHN of Greater Cincinnati
    990 Nassau St
    Cincinnati,OH45206     		None PC Support of General Programs 1,500
    IHN of Greene County
    124 S Detroit St
    Xenia,OH45385     		None PC Support of General Programs 500
    IHN of Warren County
    203 E Warren
    Lebanon,OH45036     		None PC Support of General Programs 1,000
    Isaiah 58
    809 Scurry St
    Big Spring,TX79720     		None PC Support of General Programs 500
    Just Neighbors
    2925 East State Blvd
    Ft Wayne,IN46805     		None PC Support of General Programs 1,500
    Keystone Opportunity Center
    104 N Main St
    Souderton,PA18964     		None PC Support of General Programs 1,500
    Lone Star Health Center
    605 S Conroe Medical Center
    Conroe,TX77304     		None PC Support of General Programs 7,500
    Longview Interfaith Hospitality Network
    700 N Edith
    Longview,TX75601     		None PC Support of General Programs 500
    Lowcountry Food Bank
    2864 Azalea Dr
    Charleston,SC29405     		None PC Support of General Programs 4,800
    Lower Valley Cooperative Ministries
    PO Box 201
    Springdale,PA15144     		None PC Support of General Programs 2,100
    Lutheran Social Services
    4615 Phillips Highway
    Jacksonville,FL32207     		None PC Support of General Programs 680
    Maryland Food Bank- East Shore
    28500 Owens Branch
    Salisbury,MD21803     		None PC Support of General Programs 5,500
    Maryland Food Bank
    2200 Halethrope Farms
    Baltimore,MD21227     		None PC Support of General Programs 12,750
    Montgomery County Youth Services
    PO Box 1316
    Conroe,TX77305     		None PC Support of General Programs 25,000
    Meals on Wheels
    1202 Callahan
    Conroe,TX77301     		None PC Support of General Programs 7,700
    Mid Ohio Food Bank
    3960 Brookham
    Grove City,OH43123     		None PC Support of General Programs 12,500
    Mission 2540
    PO Box 20771
    Amarillo,TX79114     		None PC Support of General Programs 500
    Mission NE Montgomery County
    22098 TX 494 Loop
    New Caney,TX77357     		None PC Support of General Programs 5,000
    Mississippi Food Network
    PO Box 411
    Jackson,MS39205     		None PC Support of General Programs 9,900
    MOCO Womens Center
    1600 Lake Front Circle
    The Woodlands,TX77387     		None PC Support of General Programs 10,000
    Montgomery Area Food Bank
    521 Trade Center St
    Montgomery,AL36108     		None PC Support of General Programs 8,400
    Mountaineer Food Bank
    484 Enterprise Dr
    Gassaway,WV26624     		None PC Support of General Programs 8,700
    Meals on Wheels Montgomery County
    1202 Callahan
    Conroe,TX77301     		None PC Support of General Programs 10,000
    North Texas Food Bank
    4500 Cockrell Hill
    Dallas,TX75236     		None PC Support of General Programs 14,500
    Northern Illinois Food Bank
    6000 Industrial Dr
    Charles,IL60174     		None PC Support of General Programs 17,700
    NW Assistance Ministries
    15555 Kuykendahl
    Houston,TX77090     		None PC Support of General Programs 3,000
    Orphan Care Solutions
    28918 S Plum
    Spring,TX77386     		None PC Support of General Programs 7,500
    Pearland Neighborhood Center
    2335 N Texas Ave
    Pearland,TX77581     		None PC Support of General Programs 1,500
    Peoria Area Food Bank
    721 West McBean
    Peoria,IL61605     		None PC Support of General Programs 7,800
    Regional Food Bank of NE New York
    965 Albany Shaker
    Latham,NY12110     		None PC Support of General Programs 2,000
    River Bend Food Bank
    309 12th St
    Moline,IL61265     		None PC Support of General Programs 7,800
    Rochester Interfaith Hospital Network
    34 Meigs St
    Rochester,NY14607     		None PC Support of General Programs 1,000
    Rose Mobile Mammogram
    12700 N Featherwood
    Houston,TX77034     		None PC Support of General Programs 20,000
    Southeast Texas Food Bank
    PO Box 21012
    Beaumont,TX77705     		None PC Support of General Programs 1,000
    Second Harvest Food Bank
    6621 N Old Sr 3
    Muncie,IN47303     		None PC Support of General Programs 4,900
    Second Harvest Metrolina
    500 B Spratt
    Charlotte,NC28206     		None PC Support of General Programs 26,700
    Second Harvest Mahoning Valley
    2805 Salt Spring
    Youngstown,OH44509     		None PC Support of General Programs 3,600
    Second Harvest NC Ohio
    7445 Deer Tail
    Lorain,OH44053     		None PC Support of General Programs 2,700
    Second Harvest NW Pennsylvania
    1507 Grimm Dr
    Erie,PA16501     		None PC Support of General Programs 4,800
    Second Harvest of NE North Carolina
    406 Deep Creek
    Fayetteville,NC28312     		None PC Support of General Programs 35,100
    Shephards Staff Ministries
    76 Bay Creek
    Loganville,GA30052     		None PC Support of General Programs 750
    Society of Samaritans
    31355 Friendship Dr
    Magnolia,TX77355     		None PC Support of General Programs 5,000
    Spartanburg IHN
    899 Pine St
    Spartanburg,SC29302     		None PC Support of General Programs 500
    Special Angels of the Woodlands
    230 Spring Hill Dr
    Spring,TX77386     		None PC Support of General Programs 10,000
    Tarrant Area Food Bank
    2600 Cullen St
    Fort Worth,TX76107     		None PC Support of General Programs 7,100
    Tamina Community Center
    18955 Main St
    Conroe,TX77385     		None PC Support of General Programs 5,000
    Terre Haute Catholic Food Bank
    2931 Ohio Blvd
    Terre Haute,IN47803     		None PC Support of General Programs 3,700
    Texas Childrens Hospital
    17198 St Lukes Way
    The Woodlands,TX77384     		None PC Support of General Programs 7,500
    Toledo NW Ohio Food Bank
    24 E Woodruff Ave
    Toledo,OH43604     		None PC Support of General Programs 10,800
    Tomagwa Clinic
    13414 Medical Complex
    Tomball,TX77375     		None PC Support of General Programs 20,000
    Tri State Food bank Indiana
    801 East Michigan
    Evansville,IN47711     		None PC Support of General Programs 8,400
    Tri State Food Bank Illinois
    801 East Michigan
    Evansville,IN47711     		None PC Support of General Programs 1,900
    Wayne County Pantry
    323 Tenth St
    Honesdale,PA18405     		None PC Support of General Programs 1,100
    Weinburg Reginal Food Bank
    165 Amber Lane
    Wilkes barre,PA18703     		None PC Support of General Programs 3,100
    West Alabama Food Bank
    PO Box 805
    Borthport,AL35476     		None PC Support of General Programs 1,300
    West Ohio Food Bank
    1380 East Kirby
    Lim,OH45802     		None PC Support of General Programs 6,200
    Westmoreland County
    101 Devonshire
    Delmont,PA15626     		None PC Support of General Programs 2,100
    Youth Reach Houston
    PO Box 9631
    Houston,TX77213     		None PC Support of General Programs 10,000
    United Way Community Food Bank dba Community Food Bank of Central Alabama
    107 Walter Davis
    Birmingham,AL35209     		None PC Support of General Programs 6,900
    Family Promise of Baldwin County
    20511 CO RD 36
    Summerdale,AL36580     		None PC Support of General Programs 1,500
    Family Promise of Gwinett
    3594-B Sugarloaf Parkway
    Lawrenceville,GA30044     		None PC Support of General Programs 500
    St Louis Area Foodbank
    70 Corporate Woods
    Bridgeton,MO63044     		None PC Support of General Programs 6,600
    Tri-State FoodBank Inc
    801 E Michigan St
    Evansville,IN47711     		None PC Support of General Programs 1,100
    Community Harvest Food Bank of NE Indiana
    999 E Tillman Rd
    Fort Wayne,IN46816     		None PC Support of General Programs 7,200
    Second Harvest Food Bank of Greater New Orleans and Acadiana
    700 Edwards Ave
    New Orleans,LA70123     		None PC Support of General Programs 10,600
    Family Promise of Acadiana
    1604 W University Ave
    Lafayette,LA70506     		None PC Support of General Programs 500
    Capital Area Food Bank
    6833 Hill Park
    Lorton,VA22079     		None PC Support of General Programs 1,800
    Feeding the Gulf Coast
    5248 Mobile
    Theodore,AL36582     		None PC Support of General Programs 7,400
    Mid-South Food Bank
    3865 S Perkins
    Memphis,TN38118     		None PC Support of General Programs 14,850
    Meals on Wheels of Chemung County
    409 William
    Elmira,NY14901     		None PC Support of General Programs 1,000
    Family Promise of Western New York
    75 Hickory St
    Buffalo,NY14204     		None PC Support of General Programs 500
    Second Harvest of SE North Carolina
    406 Deep Creek
    Fayetteville,NC28302     		None PC Support of General Programs 4,200
    Family Promise of Wake County
    903 Method Rd
    Raleigh,NC27606     		None PC Support of General Programs 4,000
    Family Promise of Lorain Co
    440 W Lorain St
    Oberlin,OH44074     		None PC Support of General Programs 500
    Clemson Commuity Care
    105 Anderson
    Clemson,SC29631     		None PC Support of General Programs 1,000
    Second Harvest Food Bank of Metrolina
    500 Spratt
    Charlotte,NC28206     		None PC Support of General Programs 5,800
    Candlelighters
    12919 Southwest Freeway
    Stafford,TX77477     		None PC Support of General Programs 2,000
    Habitat for Humanity
    107 Walter Davis Drive
    Brimingham,AL35209     		None PC Support of General Programs 60,000
    Boxing for Battle
    2450 Louisiana
    Houston,TX77006     		None PC Support of General Programs 5,000
    Boy Scouts of America Sam Houston Area Council
    2225 N Loop
    Houston,TX77008     		None PC Support of General Programs 50,000
    CHI St Luke's Health - Nightingale Society
    6720 Bertner
    Houston,TX77030     		None PC Support of General Programs 5,000
    The Community Clinic ( Interfaith Community Clinic)
    101 Pine Manor
    Conroe,TX77385     		None PC Support of General Programs 7,500
    Interfaith Youth Program School Supplies On the Go
    4242 Interfaith Way
    The Woodlands,TX77381     		None PC Support of General Programs 20,000
    Montgomery County Food Bank
    1 Prospect Point
    Conroe,TX77385     		None PC Support of General Programs 20,000
    Montgomery county Sherrif's Assn - Operation Blue Elf
    1 Criminal Justice Dr
    Conroe,TX77301     		None PC Support of General Programs 10,000
    Texas Community New Alliance
    10951 Shepard Hill Rd
    Willis,TX77318     		None PC Support of General Programs 15,000
    The Michael J Fox Foundation
    PO Box 4777
    New York,NY10163     		None PC Support of General Programs 10,000
    The Salvation Army
    70 Corporate Woods Dr
    Bridgeton,MO63044     		None PC Support of General Programs 50,000
    The Woodlands Rotary Club Foundation
    101 Grand Fairway
    The Woodlands,TX77381     		None PC Support of General Programs 5,000
    Avenida Gudalupe Assn
    1313 Guadalupe St
    San Antonio,TX78207     		None PC Support of General Programs 28,100
    The Beeviile Vineyard
    210 Monroe
    Beeville,TX78102     		None PC Support of General Programs 1,000
    ACTS - Action in Community through Service
    3900 Acts
    Dumfries,VA22026     		None PC Support of General Programs 5,000
    Family Promise of Bristol
    71 Summit Ave
    Summit,NJ07901     		None PC Support of General Programs 500
    Total .................................bullet 3a 2,026,330
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 247,683  
    4 Dividends and interest from securities....     14 915,080  
    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.....     18 397,594  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,576,529  
    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)..   3,136,886  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,136,886
    (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: 18007340
    Software Version: 19.1.1.0
    Part VI Line 7 - Tax Paid with the Original Return: 36,928


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    The Woodforest Charitable Foundation
     
    Employer identification number

    20-2516951
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    The Woodforest Charitable Foundation
          		Employer identification number
    20-2516951
    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
    Woodforest National Bank  
    1330 Lake Robbins Dr
     
    The Woodlands, TX77380

    		$ 5,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Merchant Choice Payment Solutions  
    25231 Grogans Mill Rd
     
    The Woodlands, TX77380

    		$ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    Discover Financial Services  
    1301 McKinney
     
    Houston, TX77010

    		$ 25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    Harland Clarke Holdings  
    16206 Bontura St
     
    Cypress, TX77429

    		$ 7,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    Smith Southern Equipment  
    PO Box 53008
     
    Houston, TX77453

    		$ 7,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    Robert Kim Marling  
    30 S Tranquil Path
     
    The Woodlands, TX77380

    		$ 13,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    The Woodforest Charitable Foundation
          		Employer identification number
    20-2516951
    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
    7
    Fredrick Greene  
    47 North Emory Bend
     
    The Woodlands, TX77381

    		$ 7,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    The Woodforest Charitable Foundation
          		Employer identification number

    20-2516951
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    The Woodforest Charitable Foundation
          		Employer identification number

    20-2516951
    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: 18007340
    Software Version: 19.1.1.0

    TY 2018 AccountingFeesSchedule
    Name:
    The Woodforest Charitable Foundation
    EIN:
    20-2516951
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 15,608 11,706   3,902

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    The Woodforest Charitable Foundation
    EIN:
    20-2516951
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Stock Investments 52,728,304 50,569,832

    TY 2018 LegalFeesSchedule
    Name:
    The Woodforest Charitable Foundation
    EIN:
    20-2516951
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 850 850    


    TY 2018 OtherExpensesSchedule
    Name:
    The Woodforest Charitable Foundation
    EIN:
    20-2516951
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Insurance 3,283 3,283    
    Filing Fees 1,998 1,998    
    Credit Card Fees 1,048 524   524
    Public Relations 349 175   174
    Other 684 684    


    TY 2018 OtherIncomeSchedule2
    Name:
    The Woodforest Charitable Foundation
    EIN:
    20-2516951
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Investment Income 397,594 278,221  


    TY 2018 OtherIncreasesSchedule
    Name:
    The Woodforest Charitable Foundation
    EIN:
    20-2516951
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Amount
    Unrealized Gains/Losses 1,132,837


    TY 2018 OtherLiabilitiesSchedule
    Name:
    The Woodforest Charitable Foundation
    EIN:
    20-2516951
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Beginning of Year - Book Value End of Year - Book Value
    Charity Commitment 446,109 200,000


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    The Woodforest Charitable Foundation
    EIN:
    20-2516951
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Fees 299,035 544,830    


    TY 2018 TaxesSchedule
    Name:
    The Woodforest Charitable Foundation
    EIN:
    20-2516951
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Income Taxes 26,000      
    Foreign Taxes   15,236