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
SARA ELIZABETH CLAMPETT CHAR TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2907 - TRUST TAX DEPT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILSON, NC278942907
A Employer identification number

56-6467527
B Telephone number (see instructions)

(910) 687-5123
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$704,281
J 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      
4 Dividends and interest from securities... 15,749 15,749  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 74,593
b Gross sales price for all assets on line 6a 331,014
7 Capital gain net income (from Part IV, line 2)... 74,593
8 Net short-term capital gain......... 0
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........ 90,342 90,342  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 9,621 9,621   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 1,330 720   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 86 86    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,037 10,427 0 0
25 Contributions, gifts, grants paid....... 50,187 50,187
26 Total expenses and disbursements. Add lines 24 and 25 61,224 10,427 0 50,187
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 29,118
b Net investment income (if negative, enter -0-) 79,915
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 34,099 11,623 11,623
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 514,759 603,333 692,658
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).......... 36,478   0
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) 585,336 614,956 704,281
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........ 585,336 614,956
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)..... 585,336 614,956
31 Total liabilities and net assets/fund balances (see instructions). 585,336 614,956
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
585,336
2
Enter amount from Part I, line 27a .....................
2
29,118
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
502
4
Add lines 1, 2, and 3 ..........................
4
614,956
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
614,956
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 20. ABBOTT LABORATORIES   2014-05-22 2018-02-09
b 25. ANTHEM INC COMMON   2013-03-05 2018-02-09
c 10. AUTODESK INC COMMON   2015-11-02 2018-02-09
d 20. CSL LTD -SPONSORED ADR   2015-06-03 2018-02-09
e 25. COCA COLA COMPANY   2016-06-28 2018-02-09
40. CORE-MARK HOLDING COMPANY INC COMMON   2015-06-03 2018-02-09
40. CROWN HOLDINGS INC COMMON   2012-07-27 2018-02-09
25. GENERAL MOTORS CO   2016-05-19 2018-02-09
100. IQ HEDGE MULTI-STRATEGY TRACKER ETF   2017-04-18 2018-02-09
1145. IQ HEDGE MULTI-STRATEGY TRACKER ETF   2015-06-03 2018-02-09
10. JBG SMITH COMMON PROPERTIES   2016-05-19 2018-02-09
100.599 LAZARD EMERGING MARKETS FD INSTL CL   2012-07-27 2018-02-09
20. MAXIM INTEGRATED PRODUCTS INC COMON   2013-07-24 2018-02-09
34. MCDONALDS CORPORATION   2012-07-27 2018-02-09
45. MICROSOFT CORPORATION   2015-11-02 2018-02-09
25. MITSUBISHI ESTATE COMPANY LTD   2014-09-22 2018-02-09
20. MONSTER BEVERAGE CORP COMMON   2015-11-02 2018-02-09
93. NOVARTIS AG   2012-07-27 2018-02-09
77.318 OPPENHEIMER DEVELOPING MKT   2012-07-27 2018-02-09
100. PULTE GROUP INC COMMON   2016-05-19 2018-02-09
60. QUALCOMM INC COMMON   2015-11-02 2018-02-09
45. SCOTTS CO CL A   2015-01-02 2018-02-09
35. SINCLAIR BROADCAST GROUP A   2015-06-03 2018-02-09
85. UNILEVER PLC-SPONSORED ADR   2012-07-27 2018-02-09
10. VERTEX PHARMACEUTICALS INC COM   2017-04-18 2018-02-09
20. WELLS FARGO COMPANY   2015-06-03 2018-02-09
35. BLUE BUFFALO PET PRODUCTS, INC COMMON   2018-02-09 2018-04-04
65. BLUE BUFFALO PET PRODUCTS, INC COMMON   2016-05-19 2018-04-04
30. PORTLAND GENERAL ELECTRIC CO COMMON   2016-05-19 2018-04-04
15. SIGNET JEWELERS LTD   2012-07-27 2018-04-04
.665 AT&T INC   2016-05-19 2018-06-29
100. BAYER A G SPONSORED ADR     2018-07-02
80. GOODYEAR TIRE & RUBBER COM   2014-08-19 2018-07-10
110. HANESBRANDS INC   2013-11-18 2018-07-10
115. KAR AUCTION SERVICES INC COMMON   2017-04-18 2018-07-10
65. PARSLEY ENERGY INC-CL A COMMON   2018-02-09 2018-07-10
70. PARSLEY ENERGY INC-CL A COMMON   2017-04-18 2018-07-10
100. ROBERT HALF INTL INC. COMMON   2016-06-28 2018-07-10
10. SHIRE PHARMACEUTICALS GROUP PLC DELISTED EFFECTIVE 01/09/2019   2018-02-09 2018-07-10
65. SYNCHRONY FINANCIAL COMMON   2016-05-19 2018-07-10
170. TURKIYE GARANTI BANKASI A.S.   2012-07-27 2018-07-10
25. UNITED PARCEL SERVICE -CL B   2015-11-02 2018-07-10
10. VERTEX PHARMACEUTICALS INC COM   2017-04-18 2018-07-10
30. CHECKPOINT SOFTWARE TECHNOLOGY COMMON   2012-07-27 2018-07-10
15. ABBOTT LABORATORIES   2016-05-19 2018-10-05
15. ACUITY BRANDS, INC. COMMON   2018-02-09 2018-10-05
10. AFFILIATED MANAGERS GROUP INC COM   2016-05-19 2018-10-05
25. AIR LEASE CORP COMMON   2018-02-09 2018-10-05
30. AIR LEASE CORP COMMON   2015-06-03 2018-10-05
35. ALASKA AIR GROUP INC COMMON   2015-06-03 2018-10-05
29. ALEXANDRIA REAL ESTATE   2012-07-27 2018-10-05
15. ALEXION PHARMACEUTICALS COMMON   2017-04-18 2018-10-05
5. ALLIANCE DATA SYSTEMS COMMON   2013-03-05 2018-10-05
40. AMEREN CORP   2017-04-18 2018-10-05
20. AMERISOURCEBERGEN CORP. COMMON   2012-07-27 2018-10-05
15. AMERISOURCEBERGEN CORP. COMMON   2018-02-09 2018-10-05
30. AMETEK INC COMMON   2015-06-03 2018-10-05
5. AMGEN INCORPORATED   2016-05-19 2018-10-05
45. ASPEN TECH COMMON   2015-06-03 2018-10-05
30. AUTODESK INC COMMON   2015-11-02 2018-10-05
40. BERRY PLASTICS GROUP IN COMMON   2015-06-03 2018-10-05
5. BIO-RAD LABS CLASS A   2018-04-04 2018-10-05
15. BIOMARIN PHARMACEUTICAL INC   2018-02-09 2018-10-05
20. BIOMARIN PHARMACEUTICAL INC   2013-07-24 2018-10-05
50. CDW CORP OF DELAWARE COMMON   2013-07-24 2018-10-05
25. CASEY'S GENERAL STORES, INC. COMMON   2012-07-27 2018-10-05
140. CISCO SYSTEMS   2015-11-02 2018-10-05
15. DTE ENERGY COMPANY COMMON   2018-04-04 2018-10-05
40. DENTSPLY SIRONA INC COMMON   2016-05-19 2018-10-05
45. ELECTRONICS FOR IMAGING INC COMMON   2017-04-18 2018-10-05
35. EVERSOURCE ENERGY   2013-05-29 2018-10-05
15. EXPEDIA INC COMMON   2018-02-09 2018-10-05
20. EXPEDITORS INTL WASH INC   2015-11-02 2018-10-05
5. FACTSET RESH SYS INC   2015-11-02 2018-10-05
15. FIRST REPUBLIC BANK COMMON   2015-11-02 2018-10-05
20. FIRST REPUBLIC BANK COMMON   2018-02-09 2018-10-05
35. FOOT LOCKER INC COM   2014-03-03 2018-10-05
15. HARRIS CORP   2016-05-19 2018-10-05
30. HARTFORD FINL SVCS GROUP INC COMMON   2017-04-18 2018-10-05
20. HASBRO INC   2016-05-19 2018-10-05
10. HONEYWELL INTERNATIONAL INC   2015-06-03 2018-10-05
15. IPG PHOTONICS CORP COMMON   2013-09-16 2018-10-05
55. CEF ISHARES TR S&P   2012-07-27 2018-10-05
15. JONES LANG LASALLE INC   2017-04-18 2018-10-05
35. LIBERTY PROPERTY TRUST   2014-05-22 2018-10-05
75. LIVE NATION COMMON   2018-02-09 2018-10-05
10. LOWES COMPANIES INCORPORATED   2017-08-22 2018-10-05
25. MASONITE INTERNATIONAL CORP   2018-02-09 2018-10-05
25. MERCK & CO INC   2016-05-19 2018-10-05
30. METHANEX CORP   2013-03-05 2018-10-05
10. MICROSOFT CORPORATION   2015-11-02 2018-10-05
60. NEWFIELD EXPLORATION CO COMMON DELISTED EFFECTIVE 02/14/2019   2013-09-16 2018-10-05
10. PALO ALTO NETWORKS INC COMMON   2017-04-18 2018-10-05
40. PFIZER INCORPORATED   2012-07-27 2018-10-05
45. PREMIER INC CLASS A COMMON   2017-04-18 2018-10-05
55. PROGESSIVE CORP., OHIO COMMON   2018-02-09 2018-10-05
35. QUALCOMM INC COMMON   2012-07-27 2018-10-05
10. ROCKWELL INTERNATIONAL CORP NEW   2013-09-16 2018-10-05
32. ROSS STORES INC   2012-07-27 2018-10-05
85. SERVICE CORP INTL COM   2015-06-03 2018-10-05
140. STARWOOD PROPERTY TRUST INC COMMON   2013-07-24 2018-10-05
90. STERLING BANCORP/DE COMMON   2018-02-09 2018-10-05
35. SYNEOS HEALTH INCH COMMON   2018-02-09 2018-10-05
15. TELEDYNE TECHNOLOGIES INC COM   2015-06-03 2018-10-05
80. US FOODS HOLDING CORP COMMON   2018-02-09 2018-10-05
15. VARIAN MED SYS INC COMMON   2016-05-19 2018-10-05
20. VERIZON COMMUNICATIONS INC   2014-05-22 2018-10-05
20. VORNADO REALTY TRUST   2016-05-19 2018-10-05
15. WABCO HOLDINGS INC COMMON   2018-04-04 2018-10-05
30. WESTERN ALLIANCE BANCORP COMMON   2015-11-02 2018-10-05
20. WESTERN ALLIANCE BANCORP COMMON   2018-02-09 2018-10-05
30. XILINX INC COMMON   2012-07-27 2018-10-05
45. AMDOCS LTD COM   2012-07-27 2018-10-05
90. ARCH CAPITAL GROUP LTD   2012-07-27 2018-10-05
10. ACCENTURE PLC IRELAND SHS   2013-11-18 2018-10-05
6. DELPHI TECHNOLOGIES PLC   2017-04-18 2018-10-05
15. ICON PLC   2018-02-09 2018-10-05
35. INGERSOLL-RAND PLC   2018-02-09 2018-10-05
20. APTIV PLC APTIV PLC   2017-04-18 2018-10-05
95. ARDAGH GROUP SA   2017-04-18 2018-10-05
20. CORE LABORATORIES N V   2015-06-03 2018-10-05
.5 GARRETT MOTION INC COMMON   2015-06-03 2018-10-12
.5 RESIDEO TECHNOLOGIES INC COMMON   2015-06-03 2018-10-31
1. AMAZON COM INC COM   2015-11-02 2018-11-26
10. DASSAULT SYSTEMS   2012-07-27 2018-11-26
5. GARRETT MOTION INC COMMON   2015-06-03 2018-11-26
7. RESIDEO TECHNOLOGIES INC COMMON   2015-06-03 2018-11-26
30. SNAP ON INC FKA SNAP ON TOOLS   2018-04-04 2018-11-26
20. WPP PLC   2012-07-27 2018-11-26
190. INVESCO LTD   2016-05-19 2018-11-26
50. AIR LIQUIDE COMMON   2018-10-05 2018-12-17
20. AIR LIQUIDE COMMON   2015-06-03 2018-12-17
20. CSL LTD -SPONSORED ADR   2012-07-27 2018-12-17
10. ISHARES TR S&P MIDCAP 400/BARRA GROWTH   2018-10-05 2018-12-17
15. ISHARES TR S&P MIDCAP 400/BARRA VALUE   2018-10-05 2018-12-17
50. OMNICOM GROUP INCORPORATED   2012-07-27 2018-12-17
100. NIELSEN HLDGS PLC COMMON   2018-02-09 2018-12-17
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,128   795 333
b 5,713   3,084 2,629
c 1,038   560 478
d 1,072   714 358
e 1,065   1,102 -37
816   1,097 -281
2,046   1,434 612
1,036   759 277
3,014   2,898 116
34,505   33,580 925
310   349 -39
2,022   1,893 129
1,128   616 512
5,374   3,035 2,339
3,855   2,379 1,476
413   549 -136
1,244   894 350
7,676   7,618 58
3,298   2,450 848
2,867   1,772 1,095
3,765   3,605 160
3,966   2,906 1,060
1,208   1,070 138
4,413   3,025 1,388
1,509   1,146 363
1,113   1,134 -21
1,397   1,112 285
2,594   1,661 933
1,201   1,205 -4
545   676 -131
21   22 -1
44     44
1,923   2,072 -149
2,461   2,105 356
6,669   4,885 1,784
2,140   1,404 736
2,304   2,200 104
6,709   3,512 3,197
1,722   1,266 456
2,270   1,936 334
294   666 -372
2,719   2,593 126
1,739   1,146 593
3,088   2,572 516
1,080   556 524
2,018   2,206 -188
1,377   1,618 -241
1,141   1,081 60
1,370   1,154 216
2,330   2,619 -289
3,571   2,412 1,159
2,036   1,768 268
1,176   799 377
2,576   2,217 359
1,839   773 1,066
1,379   1,323 56
2,380   1,622 758
1,029   739 290
4,897   1,963 2,934
4,571   1,681 2,890
1,883   1,354 529
1,503   1,245 258
1,513   1,203 310
2,017   1,263 754
4,325   1,027 3,298
3,109   1,423 1,686
6,815   4,017 2,798
1,647   1,549 98
1,461   2,450 -989
1,572   2,248 -676
2,168   1,454 714
1,860   1,515 345
1,459   1,007 452
1,114   877 237
1,433   986 447
1,910   1,793 117
1,687   1,465 222
2,541   1,161 1,380
1,494   1,439 55
2,034   1,694 340
1,655   1,031 624
2,071   901 1,170
4,659   2,024 2,635
2,087   1,593 494
1,467   1,324 143
3,953   3,169 784
1,103   751 352
1,583   1,664 -81
1,784   1,358 426
2,429   1,140 1,289
1,122   529 593
1,703   1,558 145
2,182   1,095 1,087
1,788   957 831
2,086   1,461 625
3,910   2,862 1,048
2,524   2,094 430
1,891   1,068 823
3,045   1,079 1,966
3,772   2,356 1,416
2,978   2,919 59
2,026   2,050 -24
1,707   1,254 453
3,631   1,538 2,093
2,406   2,370 36
1,636   1,092 544
1,106   987 119
1,421   1,503 -82
1,759   1,950 -191
1,744   1,079 665
1,162   1,147 15
2,410   989 1,421
2,940   1,330 1,610
2,610   1,177 1,433
1,712   793 919
163   226 -63
2,245   1,599 646
3,642   3,076 566
1,632   1,232 400
1,586   1,977 -391
2,346   2,338 8
8   6 2
12   9 3
1,555   624 931
1,163   505 658
61   55 6
137   129 8
4,835   4,453 382
1,125   1,580 -455
3,941   5,451 -1,510
1,195   1,292 -97
478   478  
1,303   446 857
1,957   2,274 -317
2,125   2,485 -360
3,767   3,393 374
2,535   3,403 -868
      1,392
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       333
b       2,629
c       478
d       358
e       -37
      -281
      612
      277
      116
      925
      -39
      129
      512
      2,339
      1,476
      -136
      350
      58
      848
      1,095
      160
      1,060
      138
      1,388
      363
      -21
      285
      933
      -4
      -131
      -1
      44
      -149
      356
      1,784
      736
      104
      3,197
      456
      334
      -372
      126
      593
      516
      524
      -188
      -241
      60
      216
      -289
      1,159
      268
      377
      359
      1,066
      56
      758
      290
      2,934
      2,890
      529
      258
      310
      754
      3,298
      1,686
      2,798
      98
      -989
      -676
      714
      345
      452
      237
      447
      117
      222
      1,380
      55
      340
      624
      1,170
      2,635
      494
      143
      784
      352
      -81
      426
      1,289
      593
      145
      1,087
      831
      625
      1,048
      430
      823
      1,966
      1,416
      59
      -24
      453
      2,093
      36
      544
      119
      -82
      -191
      665
      15
      1,421
      1,610
      1,433
      919
      -63
      646
      566
      400
      -391
      8
      2
      3
      931
      658
      6
      8
      382
      -455
      -1,510
      -97
       
      857
      -317
      -360
      374
      -868
       
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 74,593
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 48,555 758,050 0.064053
2016 37,813 686,523 0.055079
2015 39,677 709,637 0.055912
2014 38,000 735,685 0.051653
2013 38,879 687,026 0.05659
2
Total of line 1, column (d) .....................
2
0.283287
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
0.056657
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
815,861
5
Multiply line 4 by line 3......................
5
46,224
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
799
7
Add lines 5 and 6........................
7
47,023
8
Enter qualifying distributions from Part XII, line 4,.............
8
50,187
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 1 799
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........................... 3 799
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- ..... 5 799
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 370
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 370
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 9 429
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 taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bullet
    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 addressbullet  
    14
    The books are in care ofbullet   Telephone no.bullet (910) 687-5123

    Located atbullet50 AVIEMORE DR FL 2PINEHURSTNC ZIP+4bullet283749700
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ROBERT D CLAMPETT TRUSTEE
    1
    0    
    25941 HICKORY BLVD APT 3
    BONITA SPRINGS,FL34134
    JACQUELINE C JONES TRUSTEE
    1
    0    
    PO BOX 3523
    CARMEL,CA93921
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    720,683
    b
    Average of monthly cash balances.......................
    1b
    107,602
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    828,285
    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
    828,285
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    12,424
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    815,861
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    40,793
    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
    40,793
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    799
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    799
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    39,994
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    500
    5
    Add lines 3 and 4............................
    5
    40,494
    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
    40,494
    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
    50,187
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    50,187
    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
    799
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    49,388
    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 40,494
    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...... 4,946
    b From 2014...... 1,381
    c From 2015...... 5,065
    d From 2016...... 3,735
    e From 2017...... 10,380
    fTotal of lines 3a through e........ 25,507
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 50,187
    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..... 40,494
    e Remaining amount distributed out of corpus 9,693
    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 35,200
    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) ...
    4,946
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    30,254
    10 Analysis of line 9:
    a Excess from 2014.... 1,381
    b Excess from 2015.... 5,065
    c Excess from 2016.... 3,735
    d Excess from 2017.... 10,380
    e Excess from 2018.... 9,693
    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
    JGANC
    3608 CORTE MADERA AVENUE
    MODESTO,CA95356
    NONE EXEMPT COMMUNITY 5,000
    MONTEREY SYMPHONY
    2560 GARDEN ROAD SUITE 101
    MONTEREY,CA93940
    NONE EXEMPT COMMUNITY 5,000
    COTA
    PO BOX 790
    MONTEREY,CA939420790
    NONE EXEMPT EDUCATIONAL 5,000
    CHILDREN'S FLIGHT OF HOPE INC
    205 NEW EDITION COURT
    CARY,NC27511
    NONE EXEMPT YOUTH DEVELOPMENT 7,500
    KIDS ACROSS AMERICA
    PO BOX 930
    BRANSON,MO65615
    NONE EXEMPT YOUTH DEVELOPMENT 1,000
    WATER KEEPERS ALLIANCE
    17 BATTERY PLACE STE 1329
    NEW YORK,NY10004
    NONE EXEMPT ENVIRONMENTAL 500
    THE FIRST TEE OF MONTEREY COUNTY
    1551 BEACON HILL DRIVE
    SALINAS,CA93905
    NONE EXEMPT YOUTH DEVELOPMENT 2,500
    WORLD HARVEST MINISTRIES
    2105 CEDAR POINTE LANE
    EDMOND,OK73003
    NONE EXEMPT RELIGIOUS 500
    THE FIRST TEE OF ST AUGUSTINE
    425 SOUTH LEGACY TRAIL
    ST AUGUSTINE,FL32092
    NONE EXEMPT YOUTH DEVELOPMENT 2,000
    THE BIG SUR LAND TRUST
    509 HARTNELL STREET
    MONTEREY,CA93940
    NONE EXEMPT COMMUNITY 1,000
    THE FIRST TEE OF NAPLESCOLLIER
    COUNTY
    1370 CREEKSIDE BLVD
    NAPLES,FL34108
    NONE EXEMPT YOUTH DEVELOPMENT 2,500
    ITP INTERNATIONAL
    PO BOX 544
    CORTE MADERA,CA94976
    NONE EXEMPT COMMUNITY 1,000
    FGCU FOUNDATION
    10501 FGCU BLVD
    FORT MYERS,FL33965
    NONE EXEMPT EDUCATIONAL 1,000
    HORSE & BUDDY
    PO BOX 675
    APEX,NC27502
    NONE EXEMPT MEDICAL 100
    STEVENSON SCHOOL
    3152 FOREST LAKE ROAD
    PEBBLE BEACH,CA93953
    NONE EXEMPT EDUCATIONAL 2,500
    THE SECOND CHANCE FOUNDATION
    5085 SEAHORSE AVENUE
    NAPLES,FL34103
    NONE EXEMPT COMMUNITY 375
    ST RAPHAEL'S CHURCH
    5601 WILLIAMS DRIVE
    FT MYERS,FL33931
    NONE EXEMPT RELIGIOUS 5,000
    LUNGEVITY FOUNDATION
    228 S WABASH AVE STE 700
    CHICAGO,IL60604
    NONE EXEMPT GENERAL 500
    STOKED MENTORING INC
    68 JAY ST STE 425
    BROOKLYN,NY11201
    NONE EXEMPT COMMUNITY 500
    MISSION AVIATION FELLOWSHIP
    PO BOX 47
    NAMPA,ID83653
    NONE EXEMPT COMMUNITY 300
    PROJECT PEANUT BUTTER
    7435 FLORA AVE
    MAPLEWOOD,MO63143
    NONE EXEMPT COMMUNITY 500
    MONTEREY COUNTY VINTNERS & GROWERS
    FOUNDATION
    536 PEARL ST
    MONTEREY,CA93940
    NONE EXEMPT COMMUNITY 500
    LIGHTHOUSE OF COLLIER
    2685 HORSESHOE DR S
    NAPELS,FL34104
    NONE EXEMPT COMMUNITY 2,000
    MONTEREY BAY AQUARIUM
    886 CANNERY ROW
    MONTEREY,CA93940
    NONE EXEMPT COMMUNITY 2,500
    AOET-USA
    PO BOX 19006
    PORTLAND,OR97280
    NONE EXEMPT GENERAL 912
    Total .................................bullet 3a 50,187
    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 ...........
             
    4 Dividends and interest from securities....     14 15,749  
    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 74,593  
    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)..   90,342  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    90,342
    (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 OtherExpensesSchedule
    Name:
    SARA ELIZABETH CLAMPETT CHAR TR
    EIN:
    56-6467527
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 86 86   0


    TY 2018 OtherIncreasesSchedule
    Name:
    SARA ELIZABETH CLAMPETT CHAR TR
    EIN:
    56-6467527
    Description Amount
    ROUNDING 2
    REFUND FROM PRIOR PERIOD DISTRIBUTION 500


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    SARA ELIZABETH CLAMPETT CHAR TR
    EIN:
    56-6467527
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESMENT MGMT FEES 9,621 9,621