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 07-01-2018 , and ending 06-30-2019
Name of foundation
JANE H & WILLIAM D YOUNG FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)615 STONEHILL DRIVE SW
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30336
A Employer identification number

58-2021302
B Telephone number (see instructions)

(404) 352-1041
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,952,125J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 43,477 43,477  
4 Dividends and interest from securities... 167,506 167,506  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -6,327
b Gross sales price for all assets on line 6a 419,724
7 Capital gain net income (from Part IV, line 2)... 0
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 243 243  
12 Total. Add lines 1 through 11........ 204,899 211,226  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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 1,525 762   763
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 17,217 3,431   13,786
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 11,865 9,510   2,355
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,607 13,703   16,904
25 Contributions, gifts, grants paid....... 703,030 703,030
26 Total expenses and disbursements. Add lines 24 and 25 733,637 13,703   719,934
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -528,738
b Net investment income (if negative, enter -0-) 197,523
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......... 2,934,389 1,365,997 1,365,997
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) 0 Click to see attachment189,762 199,318
b Investments—corporate stock (attach schedule)....... 3,776,873 Click to see attachment4,624,038 6,348,183
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet1,035,900
Less: accumulated depreciation (attach schedule) bullet   1,035,900 1,035,900 1,035,900
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) Click to see attachment0 Click to see attachment2,727 Click to see attachment2,727
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,747,162 7,218,424 8,952,125
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 7,747,162 7,218,424
30 Total net assets or fund balances (see instructions)..... 7,747,162 7,218,424
31 Total liabilities and net assets/fund balances (see instructions). 7,747,162 7,218,424
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
7,747,162
2
Enter amount from Part I, line 27a .....................
2
-528,738
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,218,424
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
7,218,424
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 23.0000 SH MONDELEZ INTERNATIONAL   2017-08-07 2018-08-29
b 26.0000 SH MONDELEZ INTERNATIONAL   2017-09-05 2018-08-29
c 2.0000 SH MONDELEZ INTERNATIONAL   2017-09-21 2018-08-29
d 25.0000 SH MONDELEZ INTERNATIONAL   2018-01-04 2018-08-29
e 16.0000 SH MONDELEZ INTERNATIONAL   2018-01-31 2018-08-29
26.0000 SH MONDELEZ INTERNATIONAL   2018-07-03 2018-08-29
15.0000 SH SYSCO CORPORATION   2017-06-15 2018-08-29
15.0000 SH SYSCO CORPORATION   2009-05-17 2018-08-29
1.0000 SH SYSCO CORPORATION   2017-09-21 2018-08-29
12.0000 SH SYSCO CORPORATION   2018-01-04 2018-08-29
8.0000 SH SYSCO CORPORATION   2018-01-31 2018-08-29
5.0000 SH SYSCO CORPORATION   2018-07-03 2018-08-29
1.0000 SH GARRETT MOTION INC   2018-01-04 2018-10-10
1.0000 SH GARRETT MOTION INC   2018-01-31 2018-10-10
46.0000 SH STARBUCKS CORP   2018-01-30 2018-10-02
12.0000 SH STARBUCKS CORP   2018-01-31 2018-10-02
21.0000 SH STARBUCKS CORP   2018-07-03 2018-10-02
1.0000 SH RESIDEO TECHNOLOGIES INC   2017-09-05 2018-10-31
1.0000 SH RESIDEO TECHNOLOGIES INC   2018-01-04 2018-10-31
1.0000 SH RESIDEO TECHNOLOGIES INC   2018-01-31 2018-10-31
1.0000 SH RESIDEO TECHNOLOGIES INC   2018-07-03 2018-10-31
29.0000 SH AVERY DENNISON CORP   2018-05-17 2018-12-12
9.0000 SH AVERY DENNISON CORP   2007-03-18 2018-12-12
10.0000 SH AVERY DENNISON CORP   2018-10-02 2018-12-12
87.0000 SH CONAGRA BRANDS INC   2018-01-09 2018-12-12
21.0000 SH CONAGRA BRANDS INC   2018-01-31 2018-12-12
31.0000 SH CONAGRA BRANDS INC   2018-07-03 2018-12-12
50.0000 SH CONAGRA BRANDS INC   2018-10-02 2018-12-12
195.0000 SH CYPRESS SEMICNDTR PV1CTS   2018-01-09 2018-12-12
44.0000 SH CYPRESS SEMICNDTR PV1CTS   2018-01-31 2018-12-12
70.0000 SH CYPRESS SEMICNDTR PV1CTS   2018-07-03 2018-12-12
150.0000 SH CYPRESS SEMICNDTR PV1CTS   2010-02-18 2018-12-12
17.0000 SH EMERSON ELEC CO   2017-06-15 2018-12-12
17.0000 SH EMERSON ELEC CO   2017-09-05 2018-12-12
12.0000 SH EMERSON ELEC CO   2018-01-04 2018-12-12
11.0000 SH EMERSON ELEC CO   2018-01-31 2018-12-12
13.0000 SH EMERSON ELEC CO   2018-07-03 2018-12-12
10.0000 SH EMERSON ELEC CO   2018-10-02 2018-12-12
54.0000 SH GENERAL MILLS   2018-01-09 2018-12-12
16.0000 SH GENERAL MILLS   2018-01-31 2018-12-12
41.0000 SH GENERAL MILLS   2018-07-03 2018-12-12
40.0000 SH GENERAL MILLS   2010-02-18 2018-12-12
18.0000 SH AIR PRODUCTS&CHEM   2018-05-17 2019-03-27
6.0000 SH AIR PRODUCTS&CHEM   2018-07-03 2019-03-27
177.0000 SH INVESCO PREFERRED ETF   2017-06-15 2019-03-25
38.0000 SH ELI LILLY & CO   2018-05-17 2019-02-27
6.0000 SH ELI LILLY & CO   2018-07-03 2019-02-27
10.0000 SH ELI LILLY & CO   2018-10-02 2019-02-27
5.0000 SH MCDONALDS CORP   2017-06-15 2019-03-15
5.0000 SH MCDONALDS CORP   2017-09-05 2019-03-15
4.0000 SH MCDONALDS CORP   2018-01-04 2019-03-15
5.0000 SH MCDONALDS CORP   2018-01-30 2019-03-15
4.0000 SH MCDONALDS CORP   2018-01-31 2019-03-15
8.0000 SH MCDONALDS CORP   2018-07-03 2019-03-15
59.0000 SH OCCIDENTAL PETE CORP CAL   2018-03-05 2019-03-15
20.0000 SH OCCIDENTAL PETE CORP CAL   2018-10-02 2019-03-15
52.0000 SH PHILLIPS 66 SHS   2018-12-12 2019-03-15
108.0000 SH PFIZER INC   2018-03-05 2019-03-15
25.0000 SH PFIZER INC   2018-07-03 2019-03-15
10.0000 SH PFIZER INC   2018-10-02 2019-03-15
13.0000 SH TEXAS INSTRUMENTS   2017-06-15 2019-03-15
11.0000 SH TEXAS INSTRUMENTS   2017-09-05 2019-03-15
1.0000 SH TEXAS INSTRUMENTS   2017-09-21 2019-03-15
5.0000 SH TEXAS INSTRUMENTS   2018-01-04 2019-03-15
8.0000 SH TEXAS INSTRUMENTS   2018-01-31 2019-03-15
5.0000 SH TEXAS INSTRUMENTS   2018-07-03 2019-03-15
20.0000 SH TEXAS INSTRUMENTS   2018-10-02 2019-03-15
111.0000 SH CF INDS HLDGS INC   2018-12-12 2019-04-22
11.0000 SH AMGEN INC COM   2017-10-19 2019-05-14
6.0000 SH AMGEN INC COM   2018-01-04 2019-05-14
4.0000 SH AMGEN INC COM   2018-01-31 2019-05-14
5.0000 SH AMGEN INC COM   2018-07-03 2019-05-14
386.0000 SH !SHARES SHORT MATURITY   2019-04-24 2019-05-14
8.0000 SH KONTOOR BRANDS INC REG   2019-03-15 2019-05-28
386.0000 SH ISHARES SHORT MATURITY   2019-04-24 2019-05-14
90.0000 SH ISHARES SHORT MATURITY   2019-04-24 2019-05-14
296.0000 SH ISHARES SHORT MATURITY   2019-04-24 2019-05-14
58.0000 SH V F CORPORATION   2019-03-15 2019-06-03
3000.0000 SH JPMORGAN CHASE & 2.55% 21   2018-07-10 2018-08-01
2000.0000 SH US TSY 2.750 % NOV 15 2023   2018-07-10 2018-08-17
1000.0000 SH VODAFONE GROUP PL 2.95% 23   2007-10-18 2018-08-31
3000.0000 SH AFLAC INC 3.62%NOV15 24   2018-07-10 2018-10-12
3000.0000 SH MORGAN STANLEY 2.75% 2022   2018-07-10 2018-10-12
1000.0000 SH STARBUCKS CORP 3.10% 2023   2018-07-10 2018-10-03
1000.0000 SH US TSY 2.750% NOV 15 2023   2018-07-10 2018-10-26
3000.0000 SH US TSY 1.250% MAY 31 2019   2018-07-09 2018-11-14
2000.0000 SH BP CAP MARKETS PL 3.24% 22   2018-07-10 2018-12-14
1000.0000 SH US TSY 1.250% MAY 31 2019   2018-07-09 2018-12-18
1000.0000 SH US TSY 1.250% MAY 31 2019   2018-07-09 2018-12-19
1000.0000 SH US TSY 1.250% MAY 31 2019   2018-10-03 2018-12-19
2000.0000 SH CVS HEALTH CORP 4.30% 2028   2018-07-10 2019-08-01
1000.0000 SH DEUTSCHE BANK AG 3.12% 21   2018-07-10 2019-01-22
1000.0000 SH ALTRIA GROUP INC 2.85% 22   2018-07-10 2019-02-15
1000.0000 SH ALTRIA GROUP INC 2.85% 22   2018-10-31 2019-02-15
3000.0000 SH ANHEUSER-BUSCH IN 3.65% 26   2018-07-10 2019-02-11
1000.0000 SH MCDONA LD'S CORP   2018-07-24 2019-01-02
2000.0000 SH GENL ELEC CAP COR 6.87 % 39   2018-07-10 2019-03-13
1000.0000 SH 21ST CENTY FOX AM 4.50% 21   2018-07-10 2019-03-20
1000.0000 SH 21ST CENTY FOX AM 6.40% 35   2018-07-10 2019-03-27
1000.0000 SH ROYAL BANK OF CANADA   2018-07-24 2019-04-15
1000.0000 SH VIRGI NIA ELEC & P 3.80% 28   2018-07-12 2019-05-14
1000.0000 SH VIRGI NIA ELEC & P 3.80% 28   2018-10-03 2019-05-14
1000.0000 SH CATERPILLAR INC   2018-07-18 2019-05-20
1000.0000 SH CATERPILLAR INC   2018-11-06 2019-05-20
2000.0000 SH WELLS FARGO & COMPANY   2018-07-10 2019-06-14
1000.0000 SH WELLS FARGO & COMPANY   2018-10-03 2019-06-14
3000.0000 SH ANHEUSER-BUSCH IN 3.70% 24   2018-07-06 2018-08-29
5000.0000 SH STATE STREET CORP 2.55% 20   2018-07-06 2018-08-07
9000.0000 SH US TSY 1.375% MAR 31 2020   2018-07-06 2018-08-29
3000.0000 SH US TSY 3.625% FEB 15 2020   2018-07-06 2018-08-29
5000.0000 SH US TSY 2.250% FEB 15 2027   2018-07-06 2018-08-29
5000.0000 SH US TSY 2.250% FEB 29 2020   2018-07-06 2018-12-18
5000.0000 SH GOLDMAN SACHS GROUP INC   2018-07-06 2019-01-29
1000.0000 SH GOLDMAN SACHS GROUP INC   2018-10-02 2019-01-29
5000.0000 SH U.S. TREASURY STRIP PRIN   2018-07-06 2019-02-15
1000.0000 SH U.S. TREASURY STRIP PRIN   2018-10-02 2019-02-15
2000.0000 SH VERIZON COMMUN 3.50% 2021   2018-07-06 2019-05-06
1000.0000 SH VERIZON COMMUN 3.50% 2021   2018-10-02 2019-05-06
1000.0000 SH US TSY 3.000 % MAY 15 2047   2018-07-06 2019-05-15
4000.0000 SH US TSY 2.625% JUL 31 2020   2018-08-29 2019-05-15
6000.0000 SH US TSY 2.625% JUN 30 2023   2019-03-21 2019-05-15
117.0000 SH BLK ALCTN TRGT SHR SER M   2018-07-06 2019-05-15
2000.0000 SH US TSY 4.625 % FEB 15 2040   2018-07-06 2019-06-26
3000.0000 SH US TSY 3.750% NOV 15 2043   2018-07-06 2019-06-26
4000.0000 SH US TSY 2.875 % NOV 30 2025   2019-01-31 2019-06-21
8.0000 SH DOLLAR TREE INC   2017-09-01 2018-08-13
8.0000 SH DOLLAR TREE INC   2017-09-05 2018-08-13
1.0000 SH DOLLAR TREE INC   2017-09-12 2018-08-13
2.0000 SH DOLLAR TREE INC   2018-01-04 2018-08-13
10.0000 SH DOLLAR TREE INC   2018-01-31 2018-08-13
3.0000 SH DOLLAR TREE INC   2018-06-05 2018-08-13
7.0000 SH DOLLAR TREE INC   2018-07-03 2018-08-13
26.0000 SH DISNEY (WALT) CO COM STK   2018-05-16 2018-08-13
1.0000 SH DISNEY (WALT) CO COM STK   2018-06-05 2018-08-13
6.0000 SH IDEXX LAB INC DEL $0.10   2017-12-19 2018-08-13
4.0000 SH IDEXX LAB INC DEL $0.10   2018-01-04 2018-08-13
1.0000 SH IDEXX LAB INC DEL $0.10   2018-07-03 2018-08-13
5.0000 SH LAM RESEARCH CORP COM   2017-06-15 2018-08-13
5.0000 SH LAM RESEARCH CORP COM   2017-09-05 2018-08-13
3.0000 SH LAM RESEARCH CORP COM   2018-01-04 2018-08-13
3.0000 SH LAM RESEARCH CORP COM   2018-05-15 2018-08-13
8.0000 SH LAM RESEARCH CORP COM   2018-07-03 2018-08-13
5.0000 SH WSTN DIGITAL CORP DEL   2017-06-15 2018-08-13
9.0000 SH WSTN DIGITAL CORP DEL   2017-09-05 2018-08-13
1.0000 SH WSTN DIGITAL CORP DEL   2017-09-12 2018-08-13
16.0000 SH WSTN DIGITAL CORP DEL   2018-01-04 2018-08-13
10.0000 SH WSTN DIGITAL CORP DEL   2018-01-31 2018-08-13
12.0000 SH WSTN DIGITAL CORP DEL   2018-07-03 2018-08-13
5.0000 SH FACEBOOK INC   2017-06-15 2018-09-05
5.0000 SH FACEBOOK INC   2017-09-05 2018-09-05
6.0000 SH FACEBOOK INC   2018-01-04 2018-09-05
10.0000 SH FACEBOOK INC   2018-03-29 2018-09-05
4.0000 SH FACEBOOK INC   2018-07-03 2018-09-05
3.0000 SH CONSTELLATION BRANDS INC   2017-06-15 2018-10-02
3.0000 SH CONSTELLATION BRANDS INC   2017-09-05 2018-10-02
3.0000 SH CONSTELLATION BRANDS INC   2018-01-04 2018-10-02
2.0000 SH CONSTELLATION BRANDS INC   2018-05-15 2018-10-02
4.0000 SH CONSTELLATION BRANDS INC   2018-07-03 2018-10-02
6.0000 SH LAUDER ESTEE COS INC A   2017-10-19 2018-10-23
4.0000 SH LAUDER ESTEE COS INC A   2018-01-04 2018-10-23
10.0000 SH LAUDER ESTEE COS INC A   2018-01-31 2018-10-23
3.0000 SH LAUDER ESTEE COS INC A   2018-07-03 2018-10-23
6.0000 SH LAUDER ESTEE COS INC A   2018-10-15 2018-10-23
3.0000 SH PARKER HANNIFIN CORP   2017-07-05 2018-10-02
3.0000 SH PARKER HANNIFIN CORP   2017-09-05 2018-10-02
2.0000 SH PARKER HANNIFIN CORP   2018-01-04 2018-10-02
3.0000 SH PARKER HANNIFIN CORP   2018-05-15 2018-10-02
5.0000 SH PARKER HANNIFIN CORP   2018-07-03 2018-10-02
39.0000 SH RELIANCE STL & ALUM CO   2018-08-13 2018-10-02
38.0000 SH STARBUCKS CORP   2018-01-30 2018-10-02
10.0000 SH STARBUCKS CORP   2018-01-31 2018-10-02
. 2.0000.0000 SH STARBUCKS CORP   2018-06-05 2018-10-02
18.0000 SH STARBUCKS CORP   2018-07-03 2018-10-02
10.0000 SH STARBUCKS CORP   2018-07-09 2018-10-02
40.0000 SH ANADARKO PETE CORP   2018-03-05 2018-12-03
5.0000 SH ANADARKO PETE CORP   2018-07-03 2018-12-03
20.0000 SH ANADARKO PETE CORP   2018-10-02 2018-12-03
29.0000 SH CONCHO RESOURCES INC   2018-12-03 2018-12-18
8.0000 SH GOLDMAN SACHS GROUP INC   2018-01-25 2018-12-18
2.0000 SH GOLDMAN SACHS GROUP INC   2018-05-15 2018-12-18
1.0000 SH GOLDMAN SACHS GROUP INC   2018-06-05 2018-12-18
4.0000 SH GOLDMAN SACHS GROUP INC   2018-07-03 2018-12-18
2.0000 SH GOLDMAN SACHS GROUP INC   2016-10-15 2018-12-16
30.0000 SH KLA TENCOR CORP PV$0.001   2018-08-13 2018-12-18
20 .0000.0000 SH KLA TENCOR CORP PV$0.001   2018-10-02 2018-12-18
5.0000 SH MICRON TECHNOLOGY INC   2017-06-15 2018-12-03
16.0000 SH MICRON TECHNOLOGY INC   2009-05-17 2018-12-03
2.0000 SH MICRON TECHNOLOGY INC   2017-09-12 2018-12-03
6.0000 SH MICRON TECHNOLOGY INC   2018-01-04 2018-12-03
20.0000 SH MICRON TECHNOLOGY INC   2018-01-31 2018-12-03
11.0000 SH MICRON TECHNOLOGY INC   2018-07-03 2018-12-03
10.0000 SH MICRON TECHNOLOGY INC   2016-07-09 2018-12-03
20.0000 SH MICRON TECHNOLOGY INC   2010-02-18 2018-12-03
19.0000 SH PACCAR INC   2017-10-19 2018-12-18
5.0000 SH PACCAR INC   2017-10-24 2018-12-18
13.0000 SH PACCAR INC   2018-01-04 2018-12-18
10.0000 SH PACCAR INC   2016-01-31 2018-12-18
6 .0000.0000 SH PACCAR INC   2016-05-15 2018-12-18
16.0000 SH PACCAR INC   2018-07-03 2018-12-18
10.0000 SH PACCAR INC   2016-07-09 2018-12-18
10.0000 SH PACCAR INC   2018-10-02 2018-12-18
3.0000 SH PVH CORP   2017-09-15 2018-12-18
5.0000 SH PVH CORP   2018-01-04 2018-12-18
10.0000 SH PVH CORP   2018-01-31 2018-12-16
4.0000 SH PVH CORP   2016-07-03 2018-12-16
7.0000 SH PVH CORP   2018-10-15 2018-12-18
36.0000 SH SKYWORKS SOLUTIONS INC   2016-06-13 2018-03-12
10.0000 SH SKYWORKS SOLUTIONS INC   2018-10-02 2018-12-03
12.0000 SH SYNOVUS FINL CORP SHS   2017-06-15 2018-12-03
16.0000 SH SYNOVUS FINL CORP SHS   2017-09-05 2018-12-03
1.0000 SH SYNOVUS FINL CORP SHS   2017-09-12 2018-12-03
12.0000 SH SYNOVUS FINL CORP SHS   2018-01-04 2018-12-03
10.0000 SH SYNOVUS FINL CORP SHS   2018-01-31 2018-12-03
12.0000 SH SYNOVUS FINL CORP SHS   2018-07-03 2018-12-03
10.0000 SH SYNOVUS FINL CORP SHS   2018-07-09 2018-12-03
30.0000 SH SYNOVUS FINL CORP SHS   2018-10-02 2018-12-03
6.0000 SH TE CONNECTIVITY LTD   2017-06-15 2018-12-03
7.0000 SH TE CONNECTIVITY LTD   2017-09-05 2018-12-03
1.0000 SH TE CONNECTIVITY LTD   2017-09-12 2018-12-03
5.0000 SH TE CONNECTIVITY LTD   2018-01-04 2018-12-03
10.0000 SH TE CONNECTIVITY LTD   2018-01-31 2018-12-03
7.0000 SH TE CONNECTIVITY LTD   2018-07-03 2018-12-03
20.0000 SH TE CONNECTIVITY LTD   2018-10-02 2018-12-03
45.0000 SH V F CORPORATION   2010-02-18 2018-12-18
17.0000 SH ALLERGAN PLC   2018-05-16 2019-02-27
1.0000 SH ALLERGAN PLC   2006-05-18 2019-02-27
1.0000 SH ALLERGAN PLC   2018-07-03 2019-02-27
1.0000 SH ALLERGAN PLC   2018-10-15 2019-02-27
70.0000 SH HESS CORP   2018-12-03 2019-02-27
21.0000 SH HOME DEPOT INC   2018-12-18 2019-02-27
14.0000 SH L3 TECHNOLOGIES INC   2018-05-16 2019-02-27
3.0000 SH L3 TECHNOLOGI ES INC   2018-07-03 2019-02-27
1.0000 SH L3 TECHNOLOGI ES INC   2018-10-15 2019-02-27
33.0000 SH ELI LILLY & CO   2018-05-16 2019-02-27
5.0000 SH ELI LILLY & CO   2018-07-03 2019-02-27
10.0000 SH ELI LILLY & CO   2018-10-02 2019-02-27
14.0000 SH MORGAN STANLEY   2017-06-15 2019-03-15
14.0000 SH MORGAN STANLEY   2017-09-05 2019-03-15
1.0000 SH MORGAN STANLEY   2017-09-12 2019-03-15
11.0000 SH MORGAN STANLEY   2018-01-04 2019-03-15
10.0000 SH MORGAN STANLEY   2018-01-31 2019-03-15
3.0000 SH MORGAN STANLEY   2018-06-05 2019-03-15
17.0000 SH MORGAN STANLEY   2018-07-03 2019-03-15
10.0000 SH MORGAN STANLEY   2007-09-18 2019-03-15
20.0000 SH MORGAN STANLEY   2010-02-18 2019-03-15
17.0000 SH MCDONALDS CORP   2003-05-18 2019-02-27
4.0000 SH MCDONALDS CORP   2018-07-03 2019-02-27
1.0000 SH MCDONALDS CORP   2018-10-15 2019-02-27
3.0000 SH AMGEN INC COM   2017-06-15 2019-05-14
4.0000 SH AMGEN INC COM   2017-09-05 2019-05-14
5.0000 SH AMGEN INC COM   2018-01-04 2019-05-14
3.0000 SH AMGEN INC COM   2018-05-15 2019-05-14
3.0000 SH AMGEN INC COM   2018-07-03 2019-05-14
1.0000 SH AMGEN INC COM   2018-10-15 2019-05-14
7.0000 SH INTUITIVE SURGICAL INC   2018-10-23 2019-05-14
79.0000 SH ISHARES SHORT MATURITY   2019-04-24 2019-05-14
6.0000 SH KONTOOR BRANDS INC REG   2019-02-27 2019-05-24
33.0000 SH MCKESSON CORPORATION COM   2019-03-15 2019-05-14
65.0000 SH NUCOR CORPORATION   2018-10-02 2019-05-14
79.0000 SH ISHARES SHORT MATURITY CXL   2019-04-24 2019-05-14
79.0000 SH ISHARES SHORT MATURITY   2019-04-24 2019-05-14
34.0000 SH PVH CORP   2019-02-27 2019-06-03
45.0000 SH V F CORPORATION   2019-02-27 2019-06-03
20.0000 SH ISHARES EDGE MSCI   2017-06-13 2019-04-10
160.0000 SH ISHARES EDGE MSCI   2017-06-13 2019-04-10
(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 979   1,012 -33
b 1,106   1,056 50
c 85   80 5
d 1,064   1,075 -11
e 681   714 -33
1,106   1,068 38
1,112   830 282
1,112   792 320
74   54 20
889   726 163
593   511 82
371   342 29
16   15 1
16   17 -1
2,563   2,631 -68
669   684 -15
1,170   1,028 142
20   23 -3
20   26 -6
20   28 -8
20   25 -5
2,663   3,134 -471
826   911 -85
918   1,096 -178
2,681   3,258 -577
647   800 -153
955   1,076 -121
1,541   1,670 -129
2,587   3,270 -683
584   763 -179
929   1,106 -177
1,990   2,172 -182
1,046   1,021 25
1,046   994 52
738   858 -120
677   800 -123
800   904 -104
615   780 -165
2,094   3,205 -1,111
621   939 -318
1,590   1,785 -195
1,551   1,726 -175
3,371   2,998 373
1,124   940 184
2,548   2,663 -115
4,779   3,100 1,679
755   521 234
1,258   1,075 183
923   752 171
923   791 132
738   694 44
923   861 62
738   683 55
1,477   1,257 220
3,861   3,897 -36
1,309   1,656 -347
5,139   4,672 467
4,477   3,907 570
1,037   914 123
415   443 -28
1,433   1,042 391
1,212   896 316
110   86 24
551   546 5
882   875 7
551   556 -5
2,204   2,186 18
5,018   4,699 319
1,853   2,025 -172
1,011   1,084 -73
674   752 -78
842   936 -94
19,396   19,389 7
298   296 2
19,377   19,389 -12
4,518   4,521 -3
14,859   14,868 -9
4,811   4,611 200
2,951   2,946 5
2,000   1,998 2
970   970 0
2,974   2,992 -18
2,901   2,915 -14
982   982 0
992   999 -7
2,979   2,979 0
1,983   1,997 -14
994   994 0
994   994 0
994   994 0
1,971   1,990 -19
970   971 -1
980   980 0
980   979 1
2,820   2,958 -138
1,000   1,000 0
2,285   2,567 -282
1,026   1,022 4
1,216   1,224 -8
1,000   1,000 0
1,040   1,004 36
1,040   996 44
1,000   1,000 0
1,000   1,000 0
2,049   1,948 101
1,025   972 53
3,007   3,021 -14
4,951   4,962 -11
8,825   8,829 -4
3,043   3,049 -6
4,767   4,780 -13
4,975   4,980 -5
5,071   5,023 48
1,014   1,004 10
5,000   5,000 0
1,000   1,000 0
2,045   2,009 36
1,022   1,005 17
1,037   1,012 25
4,016   3,997 19
6,114   6,069 45
1,122   1,104 18
2,731   2,537 194
3,668   3,425 243
4,234   4,085 149
745   648 97
745   653 92
93   84 9
186   214 -28
931   1,158 -227
279   250 29
652   590 62
2,901   2,716 185
112   100 12
1,447   944 503
965   658 307
241   221 20
885   744 141
891   816 75
535   585 -50
535   606 -71
1,426   1,367 59
322   437 -115
579   799 -220
64   89 -25
1,029   1,290 -261
643   904 -261
772   936 -164
836   741 95
836   850 -14
1,003   1,113 -110
1,671   1,612 59
668   775 -107
638   541 97
638   599 39
638   684 -46
426   443 -17
851   856 -5
753   657 96
502   523 -21
1,255   1,368 -113
377   431 -54
753   753 0
554   483 71
554   483 71
369   405 -36
554   531 23
923   788 135
3,323   3,427 -104
2,117   2,173 -56
557   570 -13
111   112 -1
1,003   882 121
557   500 57
2,197   2,365 -168
275   367 -92
1,099   1,363 -264
3,053   3,903 -850
1,371   2,146 -775
343   484 -141
171   229 -58
685   869 -184
343   431 -88
2,708   3,476 -768
1,806   2,048 -242
199   154 45
716   572 144
80   69 11
239   275 -36
795   873 -78
437   597 -160
398   541 -143
795   927 -132
1,070   1,393 -323
282   354 -72
732   974 -242
563   751 -188
338   382 -44
901   973 -72
563   615 -52
563   694 -131
278   384 -106
463   693 -230
926   1,565 -639
370   591 -221
648   881 -233
2,651   3,384 -733
736   928 -192
458   526 -68
611   661 -50
38   43 -5
458   590 -132
382   507 -125
458   643 -185
382   548 -166
1,145   1,345 -200
465   474 -9
543   552 -9
78   81 -3
388   489 -101
775   1,027 -252
543   638 -95
1,550   1,744 -194
3,327   4,207 -880
2,319   2,641 -322
136   152 -16
136   171 -35
136   183 -47
4,090   3,941 149
3,860   3,577 283
2,919   2,710 209
626   585 41
209   217 -8
4,150   2,685 1,465
629   435 194
1,258   1,075 183
606   629 -23
606   628 -22
43   46 -3
476   588 -112
433   570 -137
130   153 -23
736   810 -74
433   482 -49
865   925 -60
3,122   2,569 553
735   628 107
184   164 20
506   492 14
675   703 -28
844   903 -59
506   517 -11
506   561 -55
169   196 -27
3,430   3,541 -111
3,966   3,968 -2
222   230 -8
4,168   3,927 241
3,594   4,222 -628
3,966   3,968 -2
3,966   3,968 -2
2,977   3,960 -983
3,733   3,696 37
1,438   1,419 19
9,443   7,933 1,510
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       -33
b       50
c       5
d       -11
e       -33
      38
      282
      320
      20
      163
      82
      29
      1
      -1
      -68
      -15
      142
      -3
      -6
      -8
      -5
      -471
      -85
      -178
      -577
      -153
      -121
      -129
      -683
      -179
      -177
      -182
      25
      52
      -120
      -123
      -104
      -165
      -1,111
      -318
      -195
      -175
      373
      184
      -115
      1,679
      234
      183
      171
      132
      44
      62
      55
      220
      -36
      -347
      467
      570
      123
      -28
      391
      316
      24
      5
      7
      -5
      18
      319
      -172
      -73
      -78
      -94
      7
      2
      -12
      -3
      -9
      200
      5
      2
      0
      -18
      -14
      0
      -7
      0
      -14
      0
      0
      0
      -19
      -1
      0
      1
      -138
      0
      -282
      4
      -8
      0
      36
      44
      0
      0
      101
      53
      -14
      -11
      -4
      -6
      -13
      -5
      48
      10
      0
      0
      36
      17
      25
      19
      45
      18
      194
      243
      149
      97
      92
      9
      -28
      -227
      29
      62
      185
      12
      503
      307
      20
      141
      75
      -50
      -71
      59
      -115
      -220
      -25
      -261
      -261
      -164
      95
      -14
      -110
      59
      -107
      97
      39
      -46
      -17
      -5
      96
      -21
      -113
      -54
      0
      71
      71
      -36
      23
      135
      -104
      -56
      -13
      -1
      121
      57
      -168
      -92
      -264
      -850
      -775
      -141
      -58
      -184
      -88
      -768
      -242
      45
      144
      11
      -36
      -78
      -160
      -143
      -132
      -323
      -72
      -242
      -188
      -44
      -72
      -52
      -131
      -106
      -230
      -639
      -221
      -233
      -733
      -192
      -68
      -50
      -5
      -132
      -125
      -185
      -166
      -200
      -9
      -9
      -3
      -101
      -252
      -95
      -194
      -880
      -322
      -16
      -35
      -47
      149
      283
      209
      41
      -8
      1,465
      194
      183
      -23
      -22
      -3
      -112
      -137
      -23
      -74
      -49
      -60
      553
      107
      20
      14
      -28
      -59
      -11
      -55
      -27
      -111
      -2
      -8
      241
      -628
      -2
      -2
      -983
      37
      19
      1,510
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 -6,327
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 553,485 9,152,681 0.060472
2016 587,527 9,004,403 0.065249
2015 615,158 9,098,701 0.067609
2014 532,601 9,516,285 0.055967
2013 543,639 9,637,699 0.056408
2
Total of line 1, column (d) .....................
2
0.305705
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
0.061141
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
8,932,690
5
Multiply line 4 by line 3......................
5
546,154
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,975
7
Add lines 5 and 6........................
7
548,129
8
Enter qualifying distributions from Part XII, line 4,.............
8
719,934
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 1,975
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 1,975
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 1,975
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 459
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.............. 7 459
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 38
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,554
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   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$ 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)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSTEPHEN T YOUNG Telephone no.bullet (404) 352-1041

    Located atbullet615 STONEHILL DR SWATLANTAGA ZIP+4bullet30336
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JANE H YOUNG TRUSTEE
    1.00     		0 0 0
    2774 ANDREWS DR NW APT 15
    ATLANTA,GA30305
    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
    6,147,723
    b
    Average of monthly cash balances.......................
    1b
    1,885,098
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,035,900
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,068,721
    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
    9,068,721
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    136,031
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,932,690
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    446,635
    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
    446,635
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,975
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,975
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    444,660
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    444,660
    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
    444,660
    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
    719,934
    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
    719,934
    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
    1,975
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    717,959
    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 7 444,660
    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...... 63,306
    b From 2014...... 58,589
    c From 2015...... 162,119
    d From 2016...... 139,313
    e From 2017...... 98,913
    fTotal of lines 3a through e........ 522,240
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 719,934
    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..... 444,660
    e Remaining amount distributed out of corpus 275,274
    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 5 797,514
    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) ...     		63,306
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		734,208
    10 Analysis of line 9:
    a Excess from 2014.... 58,589
    b Excess from 2015.... 162,119
    c Excess from 2016.... 139,313
    d Excess from 2017.... 98,913
    e Excess from 2018.... 275,274
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    ATLANTA BOTANICAL GARDEN
    1345 PIEDMONT AVE NE
    ATLANTA,GA30309     		  501(C)(3) CHARITY 1,400
    CHARLESTON AREA THERAPUETIC RIDING
    PO BOX 146
    JOHNS ISLAND,SC29457     		  501(C)(3) CHARITY 150
    CHILDSPRING INTERNATIONAL
    1328 PEACHTREE STREET NE
    ATLANTA,GA30309     		  501(C)(3) CHARITY 200
    HEARTBOUND MINISTRY
    PO BOX 191703
    ATLANTA,GA31119     		  501(C)(3) CHARITY 500
    NCCF HCC SCHOLARSHIP FUND
    4601 SIX FORKS ROAD SUITE 524
    RALEIGH,NC27609     		  501(C)(3) CHARITY 350
    NORTHSIDE METHODIST CHURCH
    2799 NORTHSIDE DRIVE NW
    ATLANNTA,GA30305     		  501(C)(3) CHARITY 150
    OUR LADY OF PERPETUAL CARE
    760 POLLARD BLVD SW
    ATLANTA,GA30315     		  501(C)(3) CHARITY 100
    PAC CAPITAL CAMPAIGN
    MILLEDGE CENTER STE 100394 SOUTH
    MILLEDGE AVE
    ATHENS,GA30602     		  501(C)(3) CHARITY 5,000
    PAWS
    5287 COVINGTON HIGHWAY
    ATLANTA,GA30035     		  501(C)(3) CHARITY 200
    PEACHTREE GARDEN CLUB
    PO BOX 52366
    ATLANTA,GA30355     		  501(C)(3) CHARITY 1,000
    PEACHTREE PRESBYTERIAN
    3434 ROSWELL ROAD NW
    ATLANTA,GA30305     		  170(B)(1)(A)(I) CHARITY 650,680
    TGEN
    ONE ARIZONA CTR 400 E VAN BUREN
    STREET SUITE 850
    PHOENIX,AZ85004     		  501(C)(3) CHARITY 25,000
    THORNWELL HOME FOR CHILDREN
    PO BOX 60
    CLINTON,SC29325     		  501(C)(3) CHARITY 15,000
    UGAF
    MILLEDGE CENTER STE 100394 SOUTH
    MILLEDGE AVE
    ATHENS,GA30602     		  501(C)(3) CHARITY 1,300
    WOMEN'S AUX OF PIEDMONT HOSPITAL
    1968 PEACHTREE ROAD NW
    ATLANTA,GA30309     		  501(C)(3) CHARITY 2,000
    Total .................................bullet 3a 703,030
    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 43,477  
    4 Dividends and interest from securities....     14 167,506  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 243  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -6,327  
    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).. 0 204,899 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    204,899
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    JANE H & WILLIAM D YOUNG FOUNDATION
    EIN:
    58-2021302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,525 762   763

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    JANE H & WILLIAM D YOUNG FOUNDATION
    EIN:
    58-2021302
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MERRILL LYNCH INVESTMENTS 4,624,038 6,348,183

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    JANE H & WILLIAM D YOUNG FOUNDATION
    EIN:
    58-2021302
    US Government Securities - End of Year Book Value:

    189,762
    US Government Securities - End of Year Fair Market Value:

    199,318
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 OtherAssetsSchedule
    Name:
    JANE H & WILLIAM D YOUNG FOUNDATION
    EIN:
    58-2021302
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST   2,727 2,727


    TY 2018 OtherExpensesSchedule
    Name:
    JANE H & WILLIAM D YOUNG FOUNDATION
    EIN:
    58-2021302
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 11,775 9,420   2,355
    OTHER 90 90   0


    TY 2018 OtherIncomeSchedule2
    Name:
    JANE H & WILLIAM D YOUNG FOUNDATION
    EIN:
    58-2021302
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CASH IN LIEU 196 196 196
    OTHER 47 47 47


    TY 2018 TaxesSchedule
    Name:
    JANE H & WILLIAM D YOUNG FOUNDATION
    EIN:
    58-2021302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN DIVIDEND TAX 2,481 2,481   0
    PROPERTY TAX 13,786 0   13,786
    2018 ESTIMATED TAX PAYMENT 950 950   0