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 08-01-2018 , and ending 07-31-2019
Name of foundation
EDWARDS SCHOLARSHIP FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)89 SOUTH ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02111
A Employer identification number

04-6002496
B Telephone number (see instructions)

(617) 347-3400
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$10,124,137J 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) 37,900
2 Check bullet.............
3 Interest on savings and temporary cash investments 76,853 76,853  
4 Dividends and interest from securities... 230,437 230,437  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,305,226
b Gross sales price for all assets on line 6a 6,484,839
7 Capital gain net income (from Part IV, line 2)... 1,305,226
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,650,416 1,612,516  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 64,825 0   64,825
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 18,475 0   14,780
c Other professional fees (attach schedule).... Click to see attachment 54,480 54,480   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 125 125   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 117 0  
20 Occupancy.............. 6,650 0   5,320
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 15,213 0   6,969
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 159,885 54,605   91,894
25 Contributions, gifts, grants paid....... 387,700 387,700
26 Total expenses and disbursements. Add lines 24 and 25 547,585 54,605   479,594
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,102,831
b Net investment income (if negative, enter -0-) 1,557,911
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............. 305,332 615,590 615,590
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 451,168 Click to see attachment1,128,555 1,128,555
b Investments—corporate stock (attach schedule)....... 8,100,200 Click to see attachment6,938,787 6,938,787
c Investments—corporate bonds (attach schedule)....... 444,339 Click to see attachment930,339 930,339
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 489,220 Click to see attachment510,866 510,866
14 Land, buildings, and equipment: basis bullet4,849
Less: accumulated depreciation (attach schedule) bullet4,849 117 Click to see attachment0 0
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,790,376 10,124,137 10,124,137
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.................. 8,290,376 8,624,137
25 Temporarily restricted...............    
26 Permanently restricted............... 1,500,000 1,500,000
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)..... 9,790,376 10,124,137
31 Total liabilities and net assets/fund balances (see instructions). 9,790,376 10,124,137
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
9,790,376
2
Enter amount from Part I, line 27a .....................
2
1,102,831
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,893,207
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
769,070
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
10,124,137
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 ANHEUSER BUSCH INBEV SA SPON P 2013-01-18 2018-08-15
b DUKE ENERGY CORP P 2018-03-15 2018-08-15
c INTL BUSINESS MACHINES CORP P 2009-08-20 2018-10-03
d TCG BDC INC P 2012-01-30 2018-10-03
e TCG BDC INC P 2017-06-14 2018-10-03
TCG BDC INC P 2018-03-02 2018-10-03
TCG BDC INC P 2017-12-11 2018-10-03
BLACKSTONE GSO SR P 2011-03-02 2018-10-03
BLACKSTONE GSO SR P 2012-08-01 2018-10-03
COLUMBIA SELIGMAN PREMIUM TECH P 2018-02-06 2018-10-03
COLUMBIA SELIGMAN PREMIUM TECH P 2018-03-15 2018-10-03
JOHN HANCOCK INV TR P 1991-03-04 2018-10-03
ISHARES CORE MSCI EAFE ETF P 2018-04-13 2018-10-03
THE FINANCIAL SEL SECT SPDR FD P 2018-02-08 2018-10-03
THE FINANCIAL SEL SECT SPDR FD P 2018-04-17 2018-10-03
VANGUARD EUROPEAN P 2015-05-15 2018-10-03
VANGUARD INTL EQUITY INDEX FD P 2017-10-17 2018-10-03
VANGUARD INTL EQUITY INDEX FD P 2017-10-25 2018-10-03
PIMCO INCOME P P 2017-01-26 2018-10-03
APPLE INC P 2012-03-19 2018-10-11
CHEVRONTEXACO (CVX) P 2003-02-12 2018-10-11
CISCO SYS INC P 2018-03-15 2018-10-11
EXXON MOBIL CORP (XOM) P 1992-07-06 2018-10-11
JP MORGAN CHASE & CO P 2010-01-22 2018-10-11
KIMBERLY CLARK CORP P 2010-05-24 2018-10-11
MERCK & CO INC P 2010-11-05 2018-10-11
MICROSOFT CORP P 2015-10-08 2018-10-11
MICROSOFT CORP (MSFT) P 2016-06-13 2018-10-11
VERIZON COMMUNICATIONS, INC. P 2000-07-07 2018-10-11
NUVEEN S&P BUY-WRITE P 2011-12-01 2018-10-11
NUVEEN S&P BUY-WRITE P 2015-03-30 2018-10-11
NUVEEN S&P BUY-WRITE P 2016-04-19 2018-10-11
NUVEEN S&P BUY-WRITE P 2017-10-11 2018-10-11
EMERSON ELECTRIC CO (EMR) P 2018-10-12 2018-10-12
FACEBOOK INC CL-A P 2018-10-12 2018-10-12
PRAXAIR INC P 2018-10-12 2018-10-12
BLACKROCK BATS: SERIES A PTF P 2017-07-11 2018-10-25
UNITED STATES TREASURY NOTE P 2018-10-11 2018-10-25
UNITED STATES TREASURY NOTE P 2017-12-18 2018-10-25
UNTIED STATES TREASURY NOTE P 2017-09-20 2018-10-25
UNITED STATES TREASURY P 2018-11-01 2018-11-01
LOCKHEED MARTIN CORP P 2010-05-24 2018-11-13
LOCKHEED MARTIN CORP P 2018-01-10 2018-11-13
UNITED TECHNOLOGIES CORP P 2018-10-12 2018-12-03
SCHLUMBERGER LTD P 2018-10-12 2018-12-12
UNITED STATES TREASURY NOTE P 2017-06-29 2018-12-18
UNITED STATES TREASURY NOTE P 2018-02-22 2018-12-18
EATON VANCE SR FLTG RATE FD P 2018-10-29 2018-12-28
BLACKROCK BATS: SERIES M PTF P 2017-07-11 2019-01-10
GOLDMAN SACHS GROUP INC P 2017-06-26 2019-01-10
GOLDMAN SACHS GROUP INC P 2018-10-16 2019-01-10
FIRST TRUST HIGH INC LONG/SHORT P 2015-10-08 2019-01-29
UNITED STATES TREASURY NOTE P 2018-10-11 2019-01-29
UNITED STATES TREASURY NOTE P 2018-10-11 2019-01-29
BANK OF NEW YORK MELLON CORP P 2017-07-07 2019-02-07
BANK OF NEW YORK MELLON CORP P 2018-10-16 2019-02-07
ORACLE CORPORATION P 2018-10-16 2019-02-07
ORACLE CORPORATION P 2017-06-28 2019-02-07
ORACLE CORPORATION P 2017-08-14 2019-02-07
STATE STREET CORPORTION P 2017-06-29 2019-02-07
STATE STREET CORPORTION P 2018-10-16 2019-02-07
PACKAGING CORP AMER P 2012-05-23 2019-02-19
PACKAGING CORP AMER P 2015-11-10 2019-02-19
ABBVIE INC COM P 2018-10-12 2019-03-08
ABBVIE INC COM P 2018-12-03 2019-03-08
ELI LILLY & CO P 2018-10-12 2019-03-11
ELI LILLY & CO P 2018-10-12 2019-03-11
STRYKER CORP (SYK) P 2018-10-12 2019-03-18
JBG SMITH PPTYS P 2018-01-19 2019-04-03
JBG SMITH PPTYS P 2018-11-13 2019-04-03
NATIONAL FUEL GAS CO P 2016-06-13 2019-04-03
ARES CAPITAL CORP P 2016-05-25 2019-04-03
BOULDER GROWTH & INCM FD INC P 2019-01-29 2019-04-03
BANK OF AMERICA CORP 6.2% P 2016-01-25 2019-04-03
CITIGROUP 7.125% P 2018-07-17 2019-04-03
CISCO SYS INC P 2018-03-15 2019-04-04
UNITED STATES TREASURY NOTE P 2018-01-12 2019-04-11
APPLE INC P 2012-03-19 2019-04-22
LINDE PLC P 2018-10-12 2019-04-22
WALT DISNEY CO HLDG CO P 2018-10-12 2019-04-22
TYLER TECHNOLOGIES INC P 2018-10-12 2019-05-01
VANGUARD REAL ESTATE ETF P 2018-03-16 2019-05-02
VANGUARD REAL ESTATE ETF P 2018-03-21 2019-05-02
VANGUARD REIT P 2014-05-06 2019-05-02
VANGUARD REIT ETF P 2015-12-28 2019-05-02
WISDOM TREE MID CAP P 2013-05-13 2019-05-02
WISDOM TREE SMALL CAP P 2013-05-13 2019-05-02
SCHWAB US DVD EQUITY ETF P 2018-10-29 2019-05-02
UNITED STATES TREASURY NOTE P 2019-02-07 2019-05-14
UNITED STATES TREASURY NOTE P 2019-05-09 2019-05-14
UNITED STATES TREASURY NOTE P 2018-12-18 2019-06-05
UNITED STATES TREASURY NOTE P 2018-10-11 2019-06-05
UNITED STATES TREASURY NOTE P 2018-10-11 2019-06-05
UNITED STATES TREASURY NOTE P 2018-03-01 2019-06-05
UNITED STATES TREASURY NOTE P 2019-05-09 2019-06-05
UNITED STATES TREASURY NOTE P 2019-05-09 2019-06-05
UNITED STATES TREASURY NOTE P 2018-09-12 2019-06-05
PUBLIC STORAGE (PSA) P 2018-10-12 2019-06-11
AMEREN CORP P 2017-10-11 2019-06-18
HOME DEPOT INC P 1992-07-06 2019-06-18
JOHNSON & JOHNSON P 2018-11-13 2019-06-18
SEMPRA ENERGY P 2018-08-15 2019-06-18
SEMPRA ENERGY P 2012-02-07 2019-06-18
UNITED STATES TREASURY NOTE P 2018-05-16 2019-06-20
UNITED STATES TREASURY NOTE P 2018-10-11 2019-06-20
UNITED STATES TREASURY NOTE P 2019-03-26 2019-06-20
MICROSOFT CORP (MSFT) P 2015-10-08 2019-06-24
UNITED STATES TREASURY BOND P 2017-06-28 2019-06-25
UNITED STATES TREASURY BOND P 2018-10-11 2019-06-25
UNITED STATES TREASURY BOND P 2019-05-09 2019-06-25
LOCKHEED MARTIN CORP (LMT) P 2018-10-12 2019-06-30
3M COMPANY (MMM) P 2018-10-12 2019-07-15
CVS HEALTH CORP P 2018-03-14 2019-07-16
CVS HEALTH CORP P 2018-10-16 2019-07-16
CVS HEALTH CORP P 2019-05-09 2019-07-16
WELLS FARGO & COMPANY P 2017-06-28 2019-07-16
WELLS FARGO & COMPANY P 2018-10-16 2019-07-16
WELLS FARGO & COMPANY P 2019-05-09 2019-07-16
JPMORGAN ULTRA-SHORT INC ETF P 2019-05-01 2019-07-16
ADOBE INC P 2018-10-12 2019-07-22
COSTCO WHOLESALE CORP NEW P 2018-10-12 2019-07-22
LINDE PLC P 2019-05-01 2019-07-22
LINDE PLC P 2019-05-01 2019-07-22
PEPSICO INC NC P 2018-12-31 2019-07-22
WELLS FARGO & COMPANY P 2019-07-17 2019-07-23
TYLER TECHNOLOGIES INC P 2018-10-12 2019-07-31
(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 48,785   51,607 -2,822
b 17,269   9,676 7,593
c 147,410   161,410 -14,000
d 33,270   35,875 -2,605
e 33,270   34,100 -830
16,635   18,290 -1,655
16,635   17,653 -1,018
52,117   61,153 -9,036
43,430   48,688 -5,258
25,732   25,140 592
17,155   18,941 -1,786
160,699   211,968 -51,269
58,056   66,717 -8,661
78,068   78,414 -346
19,517   19,409 108
168,483   171,539 -3,056
51,870   59,034 -7,164
89,593   101,587 -11,994
262,579   265,811 -3,232
107,110   35,906 71,204
177,383   40,557 136,826
48,929   50,151 -1,222
198,632   11,691 186,941
135,148   49,785 85,363
76,056   41,113 34,943
42,887   19,354 23,533
105,899   39,704 66,195
42,360   19,915 22,445
254,417   55,065 199,352
104,932   66,337 38,595
80,408   64,003 16,405
20,102   16,220 3,882
2,573   1,623 950
12,472   14,322 -1,850
39,340   38,101 1,239
42,498   40,678 1,820
45,718   46,308 -590
18,914   18,830 84
10,403   11,009 -606
12,294   13,155 -861
20,551   20,552 -1
76,887   82,695 -5,808
76,881   83,369 -6,488
4,335   4,490 -155
29,140   41,340 -12,200
35,091   35,733 -642
25,392   25,322 70
86,170   94,816 -8,646
49,569   50,935 -1,366
10,421   11,313 -892
7,579   7,681 -102
99,324   99,792 -468
22,506   22,315 191
12,732   12,613 119
22,842   23,141 -299
13,904   13,841 63
11,669   11,218 451
9,724   10,250 -526
5,834   6,077 -243
16,597   16,868 -271
11,715   11,597 118
97,535   66,201 31,334
19,507   21,591 -2,084
27,115   31,787 -4,672
13,945   16,867 -2,922
23,550   22,047 1,503
11,500   11,023 477
34,000   34,002 -2
83,951   77,847 6,104
41,976   38,898 3,078
121,528   84,983 36,545
69,610   59,956 9,654
81,904   78,727 3,177
26,212   24,990 1,222
27,552   27,707 -155
46,999   45,592 1,407
64,373   64,017 356
35,999   14,363 21,636
33,999   32,691 1,308
35,999   33,664 2,335
5,686   5,310 376
34,842   29,234 5,608
52,263   47,602 4,661
28,310   24,741 3,569
58,796   50,846 7,950
109,098   67,517 41,581
55,543   38,727 16,816
214,002   198,068 15,934
80,662   77,429 3,233
20,166   20,139 27
65,371   63,423 1,948
47,108   45,221 1,887
42,810   40,190 2,620
41,766   39,906 1,860
26,103   25,608 495
25,143   24,810 333
20,883   19,814 1,069
23,000   19,630 3,370
28,443   11,858 16,585
62,231   7,941 54,290
200,467   2,888 197,579
46,517   19,579 26,938
27,363   11,432 15,931
12,907   11,783 1,124
7,529   6,828 701
5,378   5,182 196
47,999   19,916 28,083
14,676   13,941 735
10,673   9,272 1,401
6,671   6,303 368
32,664   32,505 159
34,402   39,366 -4,964
17,064   17,006 58
12,045   11,982 63
7,026   7,017 9
15,387   15,379 8
10,258   9,944 314
7,181   7,105 76
299,916   300,438 -522
26,999   24,578 2,421
23,500   22,486 1,014
26,921   25,263 1,658
11,538   9,807 1,731
24,999   22,028 2,971
32,015   32,015 0
15,353   13,806 1,547
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       -2,822
b       7,593
c       -14,000
d       -2,605
e       -830
      -1,655
      -1,018
      -9,036
      -5,258
      592
      -1,786
      -51,269
      -8,661
      -346
      108
      -3,056
      -7,164
      -11,994
      -3,232
      71,204
      136,826
      -1,222
      186,941
      85,363
      34,943
      23,533
      66,195
      22,445
      199,352
      38,595
      16,405
      3,882
      950
      -1,850
      1,239
      1,820
      -590
      84
      -606
      -861
      -1
      -5,808
      -6,488
      -155
      -12,200
      -642
      70
      -8,646
      -1,366
      -892
      -102
      -468
      191
      119
      -299
      63
      451
      -526
      -243
      -271
      118
      31,334
      -2,084
      -4,672
      -2,922
      1,503
      477
      -2
      6,104
      3,078
      36,545
      9,654
      3,177
      1,222
      -155
      1,407
      356
      21,636
      1,308
      2,335
      376
      5,608
      4,661
      3,569
      7,950
      41,581
      16,816
      15,934
      3,233
      27
      1,948
      1,887
      2,620
      1,860
      495
      333
      1,069
      3,370
      16,585
      54,290
      197,579
      26,938
      15,931
      1,124
      701
      196
      28,083
      735
      1,401
      368
      159
      -4,964
      58
      63
      9
      8
      314
      76
      -522
      2,421
      1,014
      1,658
      1,731
      2,971
      0
      1,547
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 1,305,226
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 502,022 9,362,419 0.053621
2016 473,032 8,823,023 0.053613
2015 360,250 8,403,399 0.042870
2014 358,141 8,902,817 0.040228
2013 312,249 8,050,170 0.038788
2
Total of line 1, column (d) .....................
2
0.229120
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
0.045824
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
9,519,990
5
Multiply line 4 by line 3......................
5
436,244
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
15,579
7
Add lines 5 and 6........................
7
451,823
8
Enter qualifying distributions from Part XII, line 4,.............
8
479,594
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 15,579
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 15,579
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 15,579
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 10,923
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 10,923
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 4,656
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)
    bulletMA
    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 addressbulletWWW.EDWARDSFUND.ORG
    14
    The books are in care ofbulletEDWARDSFUNDORG Telephone no.bullet (617) 737-3400

    Located atbullet89 SOUTH STREET SUITE 603BOSTONMA ZIP+4bullet02111
    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
     
    No
    .........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
    BERNARD BONN III TRUSTEE
    5.00     		0 0 0
    89 SOUTH STREET SUITE 603
    BOSTON,MA02111
    MARGARET FLANAGAN TRUSTEE
    5.00     		0 0 0
    89 SOUTH STREET SUITE 603
    BOSTON,MA02111
    TIMOTHY BLANK TRUSTEE
    5.00     		0 0 0
    89 SOUTH STREET SUITE 603
    BOSTON,MA02111
    KATHRYN OSMOND DIRECTOR
    30.00     		64,825 0 0
    89 SOUTH STREET SUITE 603
    BOSTON,MA02111
    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
    MORGAN STANLEY INVESTMENT ADVISORY 54,480
    125 HIGH STREET 24TH FLOOR
    BOSTON,MA02110
    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 GRANT SCHOLARSHIPS TO COLLEGE STUDENTS 387,700
    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
    9,326,719
    b
    Average of monthly cash balances.......................
    1b
    338,245
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,664,964
    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
    9,664,964
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    144,974
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,519,990
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    476,000
    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
    476,000
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    15,579
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,579
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    460,421
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    460,421
    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
    460,421
    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
    479,594
    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
    479,594
    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
    15,579
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    464,015
    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 7 460,421
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017...... 36,801
    fTotal of lines 3a through e........ 36,801
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 479,594
    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..... 460,421
    e Remaining amount distributed out of corpus 19,173
    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 55,974
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		55,974
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017.... 36,801
    e Excess from 2018.... 19,173
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    EDWARDS SCHOLARSHIP FUND
    89 SOUTH STREET SUITE 603
    BOSTON,MA02111
    (617) 654-8628
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS MADE THROUGH FUND'S WEBSITE; WWW.EDWARDSFUND.ORG
    cAny submission deadlines:
    MARCH 1ST FOR FOLLOWING YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    STUDENTS' FAMILY HAS TO RESIDE IN BOSTON SINCE BEGINNING OF STUDENTS' JUNIOR YEAR IN HIGH SCHOOL
    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
    ABDULLAHI ABYAN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    ACEVEDO CARLOS
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    ADMASU SARON
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    ALDARONDO REYMOND
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    ALI HALIMO
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    BAEZ RAFAEL
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    BARBOSA SILVANA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    BEAUBRUN JENNIFLORE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    BERNADEAU STEPHANY
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    BLOUNT CONNOR
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    BREEDEN-STEVENS JOHANNA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    BUTLER PATRICK
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    CAJUSTE STEEVEN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    CARBONEL ESTEPAN JENNIFER
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    CARD MICAH
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,250
    CATTANEO FRANCOISE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    CHAM LUC-SEN'S
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    CHAN CARMEN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    CHARLES LUC
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    CHEN HARMONY
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    CHEN MINQING
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    CHU CYNTHIA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    COSTA-SMITH ELENA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    CRUZ ROSALY
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    DAGG-CHALMERS DYLAN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    DANG ERIC
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    DANGBE FARIDAT
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    DELOSH MADYSEN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    DELVALLE JOEL
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    DESPEIGNES CARMIRLYTA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    DIEP SONNY
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    DIEUJUSTE ZACHARY
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    DOCANTO ANTHONY
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    DORMEVIL NISHA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    EBOZUE COLLINS
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    ENRIQUE ESTEBAN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    ERVIN NATANEL
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    FASSASI MOUNIROU
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    FELIX KARVENS
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    FERZOCO KARINA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    FONFIELD JAIDA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    FONFIELD JAYLEN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 500
    FORGES FALIANNE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    FRANCIS TAJAHANE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    FRANGIEH AMANDA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    GALLAGHER ANNA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    GARCIA LESLIE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    GOMES CELINE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    GONZALEZ JUSTIN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    GRANT ALEXANDER
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    GREENE JORDAN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    GRINBERG GENE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    GRINBERG VICTORIA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    GUAN QIANQI
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    HABERIS ELENI
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    HARRINGTON BRIAN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    HARRIOTT KAI
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    HE ALISSA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    HERARD CHRISLEEN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    HOANG MINDY
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    HOANG TRUDY
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    HONG ANH
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    HUANG RONGRONG
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    HUANG TINA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    HUI HANNA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    HYNES-BRUELL ELIZABETH
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    IBRAHIM KHADIJA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    IDAHOR OSARUME
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    IZZO DAVID
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    JACOBS LARIONA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    JOACHIM JIMMY
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    KELATI HABEN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    KLINT NATHANIEL
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    LE ANH
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    LEE FELIX
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    LIN MICHAEL
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    LLOYD-WINGARD SIMEON
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    MARTINEAU JOSHUA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    MCDONALD AMBEROSE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    MCINTOSH BRENDAN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    MCINTOSH MICHAEL
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    MCINTOSH SHANNON
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    MCINTYRE KORRIE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    MCKENZIE VANESSA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    MENDOZA DAVID
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    MILLER DEJANEE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    MILLS KENDALL
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    MIMS AHMAD
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    MIRANDA ELIJAH
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    MITCHELL ROMELLO
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    MOHAMED MAYNUN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    MOHAMED MOHAMED
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    MONTERREY VALERIE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    MORSON TAYLOR
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    MOY JAKE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    MOY TERRY
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    NGUYEN MELVIN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    NGUYEN THAO
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    NIKOPOULOS SAVVAS
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    NUNEZ AMIRNA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    OCCEAN KENDY
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    OHMAN MARIECLAIRE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    OHMAN MARIE-THERESE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    OKORNOE CHANTELLE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    ORDINOLA JESSENIA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    PEGUERO SOLANNY
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    PERALTA LINNETTE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    PETIT-HOMME MELISSA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    PHAM LISA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    PINA KEVIN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    POTTS JHANEL
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    QUIRK MAKAYLA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    RICHARDSON BRIANA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    ROCHELLE MALIK
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    ROJAS KATRINA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    RUKAVINA SARA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    SAN STEPHEN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    SARFO SIDNEY
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    SCHEER-MAYER ERIKA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    SEARLES CAROLYN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    SHADDOCK EDWARD
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    SILVEIRA JOHN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    SULLIVAN RACHEL
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    TAHLIL AYUB
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 950
    TANGUI CHANTALLE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    TESFAZION KESANET
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    TRAN KATHY
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    TRAN WILLIAM
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    TRAN WILSON
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    WAHID BILAL
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    WANG JOHN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    WERTHEIMER ADAM
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    WILSON MADISON
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    WONG AMY
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    WONG ANGELA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    WU SIQI
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    WU STEPHANIE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    XIE TINA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 4,500
    YOUNG KIANNA
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    YU CHRISTINE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    YU KEVIN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    YU WINNIE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    YUSUF SHARMARKE
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 1,500
    ZHENG ZEYU
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 3,000
    ZULUAGA JUAN PABLO
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    ZUNIGA-ALEMAN ANGELYN
    89 SOUTH ST SUITE 603
    BOSTON,MA02111     		    SCHOLARSHIP 2,500
    Total .................................bullet 3a 387,700
    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 76,853  
    4 Dividends and interest from securities....     14 230,437  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,305,226  
    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 1,612,516 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,612,516
    (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.)
    3 INTEREST FROM MONEY MARKET FUND
    4 INTEREST AND DIVIDENDS FROM STOCKS AND BONDS
    8 GAIN ON THE SALES OF VARIOUS SECURITIES
    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:
    EDWARDS SCHOLARSHIP FUND
    EIN:
    04-6002496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BURKE & ASSOCIATES, CPAS, INC. 6,475 0   4,000
    COHEN & HAVIAN LLP 12,000 0   10,780

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

    TY 2018 DepreciationSchedule
    Name:
    EDWARDS SCHOLARSHIP FUND
    EIN:
    04-6002496
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LAPTOP 2004-02-24 1,275 637 200DB 5.000000000000 0 0    
    LAPTOP 2008-10-15 1,550 775 200DB 5.000000000000 0 0    
    LAPTOP 2014-01-06 2,024 1,907 200DB 5.000000000000 117 0    

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    EDWARDS SCHOLARSHIP FUND
    EIN:
    04-6002496
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 930,339 930,339

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    EDWARDS SCHOLARSHIP FUND
    EIN:
    04-6002496
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 6,938,787 6,938,787

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    EDWARDS SCHOLARSHIP FUND
    EIN:
    04-6002496
    US Government Securities - End of Year Book Value:

    1,128,555
    US Government Securities - End of Year Fair Market Value:

    1,128,555
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    EDWARDS SCHOLARSHIP FUND
    EIN:
    04-6002496
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS FMV 497,606 497,606
    ACCRUED INVESTMENT INTEREST AT COST 13,260 13,260

    TY 2018 LandEtcSchedule2
    Name:
    EDWARDS SCHOLARSHIP FUND
    EIN:
    04-6002496
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAPTOP 1,275 1,275 0  
    LAPTOP 1,550 1,550 0  
    LAPTOP 2,024 2,024 0  


    TY 2018 OtherDecreasesSchedule
    Name:
    EDWARDS SCHOLARSHIP FUND
    EIN:
    04-6002496
    Description Amount
    UNREALIZED GAIN ON SECURITIES 752,181
    FEDERAL INCOME TAX 16,889


    TY 2018 OtherExpensesSchedule
    Name:
    EDWARDS SCHOLARSHIP FUND
    EIN:
    04-6002496
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND SUBSCRIPTIONS 295 0   0
    FILING FEES 2,600 0   0
    INSURANCE 2,646 0   189
    INTERNET AND DATA STORAGE 5,790 0   4,914
    OFFICE EXPENSES 517 0   517
    PAYROLL SERVICE FEES 1,108 0   0
    POSTAGE 230 0   230
    TELEPHONE 1,119 0   1,119
    BANK FEES 908 0   0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    EDWARDS SCHOLARSHIP FUND
    EIN:
    04-6002496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MORGAN STANELY (SMITH BARNEY) 54,480 54,480   0


    TY 2018 TaxesSchedule
    Name:
    EDWARDS SCHOLARSHIP FUND
    EIN:
    04-6002496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 125 125   0