Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
JAY R MONROE MEMORIAL FOUNDATION
MONROE
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX G
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOPEWELL, NJ08525
A Employer identification number

22-6050156
B Telephone number (see instructions)

(609) 333-8664
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,469,831J 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 134 134  
4 Dividends and interest from securities... 59,661 59,661  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 137,007
b Gross sales price for all assets on line 6a 375,017
7 Capital gain net income (from Part IV, line 2)... 137,007
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 71   71
12 Total. Add lines 1 through 11........ 196,873 196,802 71
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,760      
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 750 375   375
c Other professional fees (attach schedule).... Click to see attachment 11,222 11,222    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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 491     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,223 11,597   625
25 Contributions, gifts, grants paid....... 120,100 120,100
26 Total expenses and disbursements. Add lines 24 and 25 138,323 11,597   120,725
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 58,550
b Net investment income (if negative, enter -0-) 185,205
c Adjusted net income (if negative, enter -0-)... 71
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............. 7,195 9,146 9,146
2 Savings and temporary cash investments......... 57,375 41,116 41,116
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,545,290 Click to see attachment1,617,148 2,419,569
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,609,860 1,667,410 2,469,831
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
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........ 1,032,405 1,032,405
28 Paid-in or capital surplus, or land, bldg., and equipment fund 90,557 90,557
29 Retained earnings, accumulated income, endowment, or other funds 486,898 544,448
30 Total net assets or fund balances (see instructions)..... 1,609,860 1,667,410
31 Total liabilities and net assets/fund balances (see instructions). 1,609,860 1,667,410
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
1,609,860
2
Enter amount from Part I, line 27a .....................
2
58,550
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,668,410
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,667,410
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 MORGAN STANLEY XXXXXXX5450 P    
b MORGAN STANLEY XXXXXXX3450 P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 179,642   171,268 8,374
b 195,375   66,742 128,633
c
d
e
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       8,374
b       128,633
c
d
e
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 2 137,007
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 130,806 2,680,603 0.048797
2016 123,259 2,485,328 0.049595
2015 119,000 2,417,003 0.049235
2014 106,116 2,499,183 0.042460
2013 92,441 2,178,111 0.042441
2
Total of line 1, column (d) .....................
2
0.232528
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
0.046506
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,606,008
5
Multiply line 4 by line 3......................
5
74,689
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,852
7
Add lines 5 and 6........................
7
76,541
8
Enter qualifying distributions from Part XII, line 4,.............
8
120,725
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 1,852
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,852
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,852
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 400
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 19
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,471
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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)
    bulletNJ
    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 .Click to see attachment
    8b
     
    No
    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 ofbulletSUSAN M MONROE Telephone no.bullet (609) 333-8664

    Located atbullet27 RIDGE ROADHOPEWELLNJ ZIP+4bullet08525
    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
     
     
    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
    JAY R MONROE PRESIDENT
    000.00     		0 0 0
    27 RIDGE ROAD
    HOPEWELL,NJ08525
    SUSANNE W MONROE VP
    000.00     		0 0 0
    27 RIDGE ROAD
    HOPEWELL,NJ08525
    JAY R MONROE VI VP
    000.00     		0 0 0
    27 RIDGE ROAD
    HOPEWELL,NJ08525
    SUSAN M MONROE SEC / TREAS
    000.00     		5,760 0 0
    27 RIDGE ROAD
    HOPEWELL,NJ08525
    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  
    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.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,581,219
    b
    Average of monthly cash balances.......................
    1b
    49,246
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,630,465
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,630,465
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    24,457
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,606,008
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    80,300
    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
    80,300
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,852
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,852
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    78,448
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    78,448
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    78,448
    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
    120,725
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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
    120,725
    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
    1,852
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    118,873
    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 78,448
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 116,580
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 120,725
    a Applied to 2017, but not more than line 2a 116,580
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 4,145
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		74,303
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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
    ALASKA WILDERNESS LEAGUE
    122 C ST NW STE 240
    WASHINGTON,DC20001     		  CHARITY GENERAL FUND 500
    ALL ABOUT THEM GIANTS BREED RESCUE
    204 ARCHERTOWN RD
    NEW EGYPT,NJ08533     		  CHARITY GENERAL FUND 3,000
    AMERICA'S VET DOGS
    371 E MAIN STRETT
    SMITHTOWN,NY117879897     		  CHARITY GENERAL FUND 2,000
    AMERICAN CANCER SOCIETY
    PO BOX 1918
    MORRISTOWN,NJ079621918     		  CHARITY GENERAL FUND 500
    AMWELL VALLEY RINGOES RESCUE SQUAD
    1141 OLD YORK RD
    PO BOX 147
    RINGOES,NJ08551     		  CHARITY GENERAL FUND 10,000
    ANIMAL ALLIANCE
    PO BOX 1285
    BELLE MEAD,NJ08502     		  CHARITY GENERAL FUND 5,000
    ANIMAL ALLIANCE
    PO BOX 1285
    BELLE MEAD,NJ08502     		  CHARITY GENERAL FUND 5,000
    ANIMAL ALLIANCE
    PO BOX 1285
    BELLE MEAD,NJ08502     		  CHARITY GENERAL FUND 6,000
    ANIMAL ALLIANCE
    PO BOX 1285
    BELLE MEAD,NJ08502     		  CHARITY GENERAL FUND 1,000
    ANIMAL ALLIANCE
    PO BOX 1285
    BELLE MEAD,NJ08502     		  CHARITY GENERAL FUND 5,000
    APLNJ
    PO BOX 174
    ENGLISHTOWN,NJ077260174     		  CHARITY GENERAL FUND 500
    ASPCA
    424 EAST 92ND ST
    NEW YORK,NY10128     		  CHARITY GENERAL FUND 500
    ASSISI PERFORMANCE ARTS
    PO BOX 53
    SUMMIT,NJ07901     		  CHARITY GENERAL FUND 8,000
    ASSOCIATED HUMANE SOCIETIESPOPCORN
    PO BOX 43
    FORKED RIVER,NJ08731     		  CHARITY GENERAL FUND 500
    BEREA COLLEGE
    209 CHESTNUT ST
    BEREA,KY40403     		  CHARITY GENERAL FUND 500
    BEST FRIENDS ANIMAL RESCUE
    5001 ANGEL CANYON ROAD
    KANAB,UT84741     		  CHARITY GENERAL FUND 4,500
    BONNIE BRAE
    3415 VALLEY RD
    LIBERTY CORNER,NJ07938     		  CHARITY GENERAL FUND 1,000
    CANINE COMP FOR INDEPENDENCE
    286 MIDDLE ISLAND RD
    MEDFORD,NY11763     		  CHARITY GENERAL FUND 1,000
    CANINE PARTNERS FOR LIFE
    PO BOX 170
    COCHRANVILLE,PA19330     		  CHARITY GENERAL FUND 1,000
    CATO INSTITUTE
    1000 MASSACHUSETTS AVE NW
    WASHINGTON,DC20001     		  CHARITY GENERAL FUND 300
    CHILDREN'S AID FAMILY SERVICES
    200 ROBIN ROAD
    RIDGEWOOD,NJ07450     		  CHARITY GENERAL FUND 1,000
    COALITION TO SALUTE AMERICAN HEROES
    PO BOX 96440
    WASHINGTON,DC20090     		  CHARITY GENERAL FUND 500
    COMPANION FOR HEROES
    PO BOX 1827
    MERRIFIELD,VA221168027     		  CHARITY GENERAL 1,000
    DELTA RESCUE
    PO BOX 9
    GLENDALE,CA91209     		  CHARITY GENERAL FUND 2,000
    DISABLED AMERICAN VERTERANS
    3725 ALEXANDRIA PIKE
    NEWPORT,KY41076     		  CHARITY GENERAL FUND 500
    EASEL
    4 JAKE GARZIO DRIVE
    EWING,NJ08628     		  CHARITY GENERAL 500
    FOUR CORNERS EQUINE RESCUE
    22 CR ROAD 3334
    AZTEC,NM87410     		  CHARITY GENERAL FUND 1,000
    FREEDOM CENTER
    14724 VENTURA BLVD
    STE 820
    SHERMAN OAKS,CA91403     		  CHARITY GENERAL FUND 300
    GENTLE GIANTS HORSE RESCUE
    PO BOX 5058
    HAGERSTOWN,MD217415058     		  CHARITY GENERAL FUND 500
    GUIDE DOG FOUNDATION
    371 JERICHO TURNPIKE
    SMITHTOWN,NY11787     		  CHARITY GENERAL FUND 1,000
    GUIDE DOGS FOR THE BLIND INC
    371 EAST JERICHO TURNPIKE
    SMITHTOWN,NY117672976     		  CHARITY GENERAL FUND 1,000
    HOME ON THE RANGE
    SENTINEL BUTTE RANCH
    16351 INTERSTATE 94
    SENTINEL BUTTE,ND58654     		  CHARITY GENERAL FUND 1,000
    HOPEWELL VALLEY VETERANS ASSOC
    PO BOX 394
    PENNINGTON,NJ08534     		  CHARITY GENERAL FUND 500
    HUMANE SOCIETY OF ATLANTIC COUNTY
    1401 ABSECON BLVD
    ATLANTIC CITY,NJ08401     		  CHARITY GENERAL FUND 2,000
    JACKSON FOILD BEHAVIORAL HEALTH
    4905 DICKENS RD
    STE 202
    RICHMOND,VA23230     		  CHARITY GENERAL FUND 500
    KURN HATTIN HOMES
    PO BOX 127
    WESTMINSTER,VT05158     		  CHARITY GENERAL FUND 1,000
    LIVE & LET LIVE FARM INC
    20 PARADISE LANE
    CHICHESTER,NH03258     		  CHARITY GENERAL FUND 1,500
    LOON PRESERVATION COMMITTEE
    PO BOX 604
    MOULTONBOROUGH,NH03254     		  CHARITY GENERAL FUND 1,000
    MARCH OF DIMES
    1275 MAMARONECK AVE
    WHITE PLAINS,NY10605     		  CHARITY GENERAL FUND 300
    MEALS ON WHEELS OF MERCER COUNTY
    320 HOLLOWBROOK DR
    TRENTON,NJ08638     		  CHARITY GENERAL FUND 1,000
    MERCER STREET FRIENDS FOOD BANK
    824 SILVIA STREET
    EWING,NJ08628     		  CHARITY GENERAL FUND 1,000
    MILLERSVILLE UNIT FDN BRENNER H
    207 N GEORGE ST
    MILLERSVILLE,PA17551     		  CHARITY GENERAL FUND 5,000
    NATIONAL WILDLIFE FEDERATION
    PO BOX 1583
    MERRIFIELD,VA22116     		  CHARITY GENERAL FUND 500
    NORTH SHORE ANIMAL LEAGUE
    16 LEWYT ST
    PORT WASHINGTON,NY11050     		  CHARITY GENERAL FUND 50
    ORPHAN ACRES
    PO BOX 110
    VIOLA,ID838720110     		  CHARITY GENERAL FUND 500
    OUR HOUSE FOUNDATION INC
    76 FLORAL AVE
    MURRAY HILL,NJ07974     		  PUBLIC CHARI GENERAL FUND 500
    PARALYZED VETERANS OF AMERICA
    801 EIGHTEENTH STREET NW
    WASHINGTON,DC200063517     		  CHARITY GENERAL FUND 500
    PAWS FOR PURPLE HEARTS
    5860 LABATH AVENUE
    SUITE A
    ROHNERT PARK,CA94928     		  CHARITY GENERAL FUND 1,000
    PEOPLE FOR ANIMALS
    401 HILLSIDE AVENUE
    HILLSIDE,NJ07205     		  CHARITY GENERAL FUND 4,000
    PETA
    501 FRONT STREET
    NORFOLK,VA23510     		  CHARITY GENERAL 500
    PETS ALIVE
    363 DERBY ROAD
    MIDDLETOWN,NY10940     		  CHARITY GENERAL FUND 1,000
    PRIDE ROCK WILDLIFE REFUGE
    PO BOX 560068
    DALLAS,TX753560068     		  CHARITY GENERAL FUND 500
    RAWHIDE PET RESCUE
    16 MT BETHEL ROD
    PO BOX 360
    WARREN,NJ07059     		  CHARITY GENERAL FUND 3,000
    RESCUE MISSION OF TRENTON
    98 CARROLL ST
    TRENTON,NJ08609     		  CHARITY GENERAL 500
    SAINT LABRE INDIAN CATHOLIC HIGHSCH
    E TONGUE RIVER ROAD
    ASHLAND,MT59003     		  CHARITY GENERAL 1,000
    SALT RIVER WILD HORSE MGT GROUP
    4610 N 68TH ST 477
    SCOTTSDALE,AZ85251     		  CHARITY GENERAL FUND 1,000
    SEER FARMS
    PO BOX 91
    JACKSON,NJ08527     		  CHARITY GENERAL FUND 1,500
    SHRINERS HOSPITAL FOR CHILDREN
    2900 N ROCKY POINT DR
    TAMPA,FL33607     		  CHARITY GENERAL FUND 3,000
    ST ANTHONY ZUNI INDIAN MISSION
    PO 486
    AUNI,NM87327     		  CHARITY GENERAL FUND 1,000
    ST BERNARD RESCUE FOUNDATION INC
    800 ELK CREEK ROAD
    TRAIL,OR97541     		  CHARITY GENERAL FUND 2,500
    ST JUDE CHILDRENS RESEARCH HOSPITAL
    PO BOX 50
    MEMPHIS,TN381019929     		  CHARITY GENERAL FUND 3,000
    TABBY'S PLACE
    1100 US HIGHWAY 202
    RINGOES,NJ08551     		  CHARITY GENERAL FUND 1,000
    THE INDEPENDENCE FUND
    9013 PERIMETER WOODS DR
    STE E
    CHARLOTTE,NC28216     		  CHARITY GENERAL FUND 1,000
    THE NATURE CONSERVANCY
    4245 N FAIRFAX DR
    ARLINGTON,VA22203     		  CHARITY GENERAL FUND 500
    THE RAPTOR TRUST
    1390 WHITEBRIDGE ROAD
    MILLINGTON,NJ07946     		  CHARITY GENERAL FUND 500
    THE SALVATION ARMY
    PO BOX 3124
    UNION,NJ070831924     		  CHARITY GENERAL FUND 2,000
    THE SEEING EYE
    PO BOX 375
    MORRISTOWN,NJ07963     		  CHARITY GENERAL FUND 1,000
    TIGER HAVEN
    1237 E WEISGARBER RD
    KNOXVILLE,TN379500550     		  CHARITY GENERAL FUND 1,000
    TIGER CREEK ANIMAL SANCTUARY
    PO BOX 4968
    TYLER,TX75712     		  CHARITY GENERAL FUND 1,000
    TRENTON AREA SOUP KITCHEN (TASK)
    72 1/2 ESCHER STREET
    PO BOX 872
    TRENTON,NJ086050872     		  CHARITY GENERAL FUND 2,000
    VESTED INTERERST IN K-9'S
    PO BOX 1201
    MERRIFIELD,VA221161201     		  CHARITY GENERAL FUND 1,000
    VFW
    406 34TH STREET
    KANSAS CITY,MO64111     		  CHARITY GENERAL FUND 500
    VIETNAM VETS MEMORIAL FUND
    PO BOX 96764
    WASHINGTON,DC200906764     		  CHARITY GENERAL FUND 100
    WILDLIFE CENTER FRIENDS
    PO BOX 161
    TITUSVILLE,NJ08560     		  CHARITY GENERAL FUND 500
    WOODLANDS WILDLIFE REFUGE
    PO BOX 5046
    CLINTON,NJ08809     		  CHARITY GENERAL FUND 1,000
    WOUNDED WARRIOR PROJECT
    PO BOX 758516
    TOPEKA,KS66675     		  CHARITY GENERAL FUND 1,000
    WWII VETERANS COMM
    PO BOX 1823
    MERRYFIELD,VA22116     		  CHARITY GENERAL FUND 250
    YOUNG AMERICA'S FOUNDATION
    11480 COMMERCE PARK DR
    RESTON,VA201911556     		  CHARITY GENERAL FUND 300
    Total .................................bullet 3a 120,100
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 134  
    4 Dividends and interest from securities....     14 59,661  
    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 ............     		        137,007
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISC     		        71
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   59,795 137,078
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    196,873
    (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:
    JAY R MONROE MEMORIAL FOUNDATION
     
    MONROE
    EIN:
    22-6050156
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 750 375   375

    TY 2018 ExplnOfNonFilingWithAGStmt
    Name:
    JAY R MONROE MEMORIAL FOUNDATION
     
    MONROE
    EIN:
    22-6050156
    Statement:
    THE FOUNDATION HAS FILED ALL REQUIRED DOCUMENTS WITH THE STATE OF NEW JERSEY; HOWEVER, THE FOUNDATION HAS BEEN DETERMINED TO BE EXEMPT FROM FILING FORM 990-PF WITH THE STATE OR THE ATTORNEY GENERAL.

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    JAY R MONROE MEMORIAL FOUNDATION
     
    MONROE
    EIN:
    22-6050156
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AIR PRODUCTS 14,168 31,210
    ALTRIA GROUP 16,958 35,561
    AMERICAN EXPRESS 25,359 55,762
    AMERICAN TOWER REIT 28,868 59,321
    AMERICSOURCEBERGEN CORP 34,270 29,016
    AMGEN INC 27,384 46,721
    ANHEUSER BUSCH 34,970 29,285
    ANTHEM INC 22,500 81,941
    ATT 28,365 35,047
    BANK OF AMERICA 60,120 62,832
    BANK OF NEW YORK MELLON 25,057 35,303
    CAPITAL ONE FINANCIAL GROUP 20,734 29,102
    CHARLES SCHWAB 30,095 31,770
    CHARTER COMMUNICATIONS 19,132 55,569
    CHEVRON CORP 43,699 45,148
    CITIGROUP 26,085 26,811
    COMCAST 62,932 62,822
    CROWN HOLDINGS    
    CVS HEALTH CORP 24,416 40,295
    DEERE 35,245 37,293
    DISH NETWORK 37,464 34,334
    EXXON MOBIL 55,959 40,573
    FREEPORT MCMORAN INC    
    GENERAL ELECTRIC    
    HALIBURTON 49,816 36,282
    HOME DEPOT 8,596 43,814
    HONEYWELL 21,752 66,721
    ILL TOOL WORKS 19,491 50,676
    INTERNATIONAL BUSINESS MACHINES    
    JOHNSON & JOHNSON 20,988 43,878
    JP MORGAN CHASE 44,456 112,263
    KIMBERLY CLARK    
    MARSH & MCLENNAN 18,325 53,035
    MARTIN MARIETTA 28,483 39,186
    MCCORMICK AND CO 17,687 25,064
    MERCK & CO 30,713 62,657
    METLIFE 19,236 21,146
    MICROSOFT 17,086 67,037
    MOTOROLA SOLUTIONS 39,051 72,475
    NATIONAL OILWELL    
    NOVARTIS 24,731 36,469
    NUANCE COMM    
    ORACLE CORP 59,870 55,309
    PFIZER 35,022 37,321
    PHILLIP MORRIS 16,256 35,049
    PPG INDUSTRIES INC 33,678 31,589
    PROGRESSIVE CORP OHIO 12,366 33,785
    ROYAL DUTCH SHELL 30,197 32,923
    SCHLUMBERGER 42,747 21,107
    SEMPRA ENERGY 18,355 42,194
    STATE STREET 14,685 22,705
    SUNCOR 42,619 42,654
    SYNCHRONY FINANCIAL    
    TARGET    
    TE CONNECTIVITY 32,296 56,344
    TEVA PHARMACEUTICALS    
    TIME WARNER    
    TRAVELERS COMPANIES 12,618 34,728
    TWENTY FIRST CENTURY FOX 23,059 64,981
    UNITED HEALTH    
    UNITED HEALTH GP 19,880 43,588
    UNITED PARCEL 50,078 43,889
    UNITED TECHNOLOGIES 38,907 46,851
    US BANCORP 34,318 61,695
    WELLS FARGO 40,378 60,135
    XEROX 25,628 16,303

    TY 2018 OtherDecreasesSchedule
    Name:
    JAY R MONROE MEMORIAL FOUNDATION
     
    MONROE
    EIN:
    22-6050156
    Description Amount
    FEDERAL TAXES 1,000


    TY 2018 OtherExpensesSchedule
    Name:
    JAY R MONROE MEMORIAL FOUNDATION
     
    MONROE
    EIN:
    22-6050156
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    POSTAGE 450     250
    MISCELLAENOUS 41      


    TY 2018 OtherIncomeSchedule2
    Name:
    JAY R MONROE MEMORIAL FOUNDATION
     
    MONROE
    EIN:
    22-6050156
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC 71   71


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    JAY R MONROE MEMORIAL FOUNDATION
     
    MONROE
    EIN:
    22-6050156
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 11,222 11,222