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
ELIZABETH & GEORGE L SANBORN FOUNDATION
FOR THE TREATMENT AND CURE OF CANCER
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 417
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARLINGTON, MA024760052
A Employer identification number

04-3452444
B Telephone number (see instructions)

(617) 391-3092
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$6,674,573
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) 700
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 153,661 153,661  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 320,173
b Gross sales price for all assets on line 6a 1,815,672
7 Capital gain net income (from Part IV, line 2)... 320,173
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)....... 23,604 0  
12 Total. Add lines 1 through 11........ 498,138 473,834  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 17,335 0   17,335
15 Pension plans, employee benefits....... 1,670 0   1,670
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 7,500 0   7,500
c Other professional fees (attach schedule).... 102,150 52,116   50,034
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 11,262 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 26,324 0   26,324
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 166,241 52,116   102,863
25 Contributions, gifts, grants paid....... 380,096 380,096
26 Total expenses and disbursements. Add lines 24 and 25 546,337 52,116   482,959
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -48,199
b Net investment income (if negative, enter -0-) 421,718
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 37,593 36,710 36,710
2 Savings and temporary cash investments......... 378,411 590,276 590,276
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..........   3,248 3,248
10a Investments—U.S. and state government obligations (attach schedule) 458,871 Click to see attachment451,054 451,054
b Investments—corporate stock (attach schedule)....... 3,850,389 Click to see attachment3,437,041 3,437,041
c Investments—corporate bonds (attach schedule)....... 765,244 Click to see attachment570,775 570,775
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,835,969 Click to see attachment1,584,254 1,584,254
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment5,085 Click to see attachment1,215 Click to see attachment1,215
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,331,562 6,674,573 6,674,573
Liabilities 17 Accounts payable and accrued expenses.......... 23,603 10,763
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment5,503
23 Total liabilities (add lines 17 through 22)......... 23,603 16,266
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.................. 18,609 23,692
25 Temporarily restricted............... 3,789,350 3,134,615
26 Permanently restricted............... 3,500,000 3,500,000
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 7,307,959 6,658,307
31 Total liabilities and net assets/fund balances (see instructions). 7,331,562 6,674,573
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,307,959
2
Enter amount from Part I, line 27a .....................
2
-48,199
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,259,760
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
601,453
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
6,658,307
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 PUBLICLY TRADED SECURITIES P    
b
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 1,815,672   1,495,499 320,173
b
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       320,173
b
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 2 320,173
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 408,436 6,975,783 0.058551
2016 246,351 6,630,174 0.037156
2015 408,099 6,852,945 0.059551
2014 224,561 6,759,381 0.033222
2013 190,845 5,951,599 0.032066
2
Total of line 1, column (d) .....................
2
0.220546
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
0.044109
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
7,145,622
5
Multiply line 4 by line 3......................
5
315,186
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,217
7
Add lines 5 and 6........................
7
319,403
8
Enter qualifying distributions from Part XII, line 4,.............
8
482,959
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 4,217
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 4,217
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 4,217
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,077
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,077
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 1,140
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.SANBORNFOUNDATION.ORG
    14
    The books are in care ofbulletDANIEL BROSNAN TREASURER Telephone no.bullet (617) 391-3092

    Located atbulletPO BOX 417ARLINGTONMA ZIP+4bullet024760052
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LOURIE AUGUST LICSW PRESIDENT
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    VICTORIA PALMER-ERBS PHD APRN BC VICE PRESIDENT
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    DANIEL BROSNAN CPA TREASURER AND CLERK
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    RICHARD BELOFSKY CLU CHFC CFP DIRECTOR
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    DONNA EIDSON DIRECTOR
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    ROBIN SCHOENTHALER MD DIRECTOR
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    KEVIN F WALL CPA ESQ DIRECTOR
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    CRISTINA HOLT MD DIRECTOR
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    JENNIFR TRIPP DIRECTOR
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,717,822
    b
    Average of monthly cash balances.......................
    1b
    536,617
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,254,439
    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
    7,254,439
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    108,817
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,145,622
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    357,281
    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
    357,281
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    4,217
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,217
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    353,064
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    353,064
    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
    353,064
    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
    482,959
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    482,959
    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
    4,217
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    478,742
    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 7 353,064
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 217,763
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 482,959
    a Applied to 2017, but not more than line 2a 217,763
    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..... 265,196
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........
    87,868
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    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 e-mail address of the person to whom applications should be addressed:
    THE SANBORN FOUNDATION
    PO BOX 417
    ARLINGTON,MA024760052
    (617) 391-3092
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS ARE SUBMITTED THROUGH THE FOUNDATION'S ONLINE PORTAL ON ITS WEBSITE SANBORNFOUNDATION.ORG. APPLICANTS MUST BE RESIDENTS OF ARLINGTON, MA. A LETTER IS REQUIRED FROM A PHYSICIAN STATING THE CANCER DIAGNOSIS AND NEED FOR THE REQUESTED SERVICE.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    INDIVIDUAL RECIPIENTS MUST PROVIDE A LETTER OF DIAGNOSIS FROM A PHYSICIAN (OR OTHER HEALTHCARE PROVIDER)
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE SANBORN FOUNDATION
    PO BOX 417
    ARLINGTON,MA024760052
    (617) 391-3092
    bThe form in which applications should be submitted and information and materials they should include:
    PROVIDE A STATEMENT OF THE NEED THAT THE PROJECT WILL ADDRESS. DESCRIBE THE PROJECT. INCLUDE GRANT REPORTING, PAST FUNDING, SUMMARIZE OUTCOMES, PROJECT AND ORGANIZATIONAL BUDGET. DESCRIBE, SPECIFICALLY, WHAT THE FUNDS WILL BE USED FOR. PROVIDE A DETAILED DESCRIPTION OF THE SERVICES, ACTIVITIES, OR EQUIPMENT FOR WHICH FUNDS ARE BEING REQUESTED. DESCRIBE YOUR ORGANIZATIONAL STRUCTURE AND SIZE. DESCRIBE HOW THE GRANT WILL BENEFIT THE COMMUNITY OF, OR INDIVIDUALS WITHIN, THE TOWN OF ARLINGTON, MASSACHUSETTS. ATTACH A DETAILED BUDGET, INCLUDING OTHER SOURCES OF FUNDS THAT MAY BE USED FOR THIS PROJECT, SUCH AS MATCHING GRANTS. DESCRIBE AN EVALUATION PLAN FOR THE PROJECT. HOW WILL THE EFFECTIVENESS OF THE FUNDED PROJECT BE DETERMINED? SEND 12 COPIES OF THE COMPLETED AND SIGNED APPLICATION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANT AWARDEES MUST DEMONSTRATE HOW EFFORTS PRIMARILY BENEFIT OR CAN BE EXPECTED TO BENEFIT RESIDENTS OF ARLINGTON, MA
    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
    ARLINGTON EDUCATION FOUNDATION
    PO BOX 80
    ARLINGTON,MA02476
    NONE PUBLIC CHARITY ANTI-TOBACCO PROGRAM 35,000
    ARLINGTON COUNCIL ON AGING
    27 MAPLE STREET
    ARLINGTON,MA02476
    NONE PUBLIC CHARITY FUNDING CANCER RELATED TRANSPORTATION 35,000
    INDIRECT CONTRIBUTIONS
    PO BOX 417
    ARLINGTON,MA02476
    NONE N/A PROVIDING FINANCIAL ASSISTANCE TO INDIVIDUALS IN ARLINGTON, MA WHO HAVE A CANCER DIAGNOSIS 309,096
    ARLINGTON YOUTH COUNSELING CENTER
    670R MASSACHUSETTS AVENUE
    ARLINGTON,MA02476
    NONE PUBLIC HEALTH DEPART SUPPORT FOR ARLINGTON YOUTH COUNSELING CENTER 1,000
    Total .................................bullet 3a 380,096
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 153,661  
    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 ............
        18 320,173  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS INCOME AND REIMBURSEMENTS
            23,604
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 473,834 23,604
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    497,438
    (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.)
    11A CORRECT OVERACCRUAL OF EXPENSES
    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:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 7,500 0   7,500

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Name of Bond End of Year Book Value End of Year Fair Market Value
    50000 SHS BLACKROCK INC 50,372 50,372
    50000 SHS CISCO SYS INC 50,204 50,204
    50000 SHS COCA COLA CO 50,343 50,343
    30000 SHS COMCAST CORP 30,072 30,072
    50000 SHS DEERE JOHN CAP CORP 48,964 48,964
    50000 SHS INTEL CORP 50,530 50,530
    50000 SHS MICROSOFT CORP 51,488 51,488
    50000 SHS ORACLE CORP 50,677 50,677
    50000 SHS PEPSICO INC 49,496 49,496
    50000 SHS PRAXAIR INC 48,314 48,314
    50000 SHS ALPHABET INC 51,005 51,005
    40000 SHS AT&T INC GLBL 39,310 39,310

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Name of Stock End of Year Book Value End of Year Fair Market Value
    256 SHS BERRY GLOBAL GROUP INC 12,169 12,169
    218 SHS CROWN HLDINGS INC COM 9,062 9,062
    707 SHS DOWDUPONT INC COM 37,810 37,810
    165 SHS FMC CORP COM NEW 12,203 12,203
    234 SHS IHS MARKIT LTD SHS 11,225 11,225
    123 SHS PENTAIR PLC SHS 4,647 4,647
    180 SHS AMETEK INC NEW COM 12,186 12,186
    121 SHS BOEING CO COM 39,023 39,023
    416 SHS FORTIVE CORP COM 28,147 28,147
    287 SHS HD SUPPLY HLDGS INC COM 10,768 10,768
    168 SHS HEXCEL CORP NEW COM 9,633 9,633
    442 SHS HONEYWELL INTERNATIONAL INC COM 58,397 58,397
    114 SHS HUBBELL INC COM 11,325 11,325
    96 SHS KANSAS CITY SOUTHERN COM 9,163 9,163
    223 SHS MASCO CORP COM 6,521 6,521
    61 SHS PARKER HANNIFIN CORP COM 9,098 9,098
    372 SHS REXNORD CORP NEW COM 8,537 8,537
    62 SHS ROPER TECHNOLOGIES INC 16,524 16,524
    207 SHS TRANSUNION COM 11,758 11,758
    285 SHS UNION PAC CORP COM 39,396 39,396
    454 SHS UNITED TECHNOLOGIES CORP COM 48,342 48,342
    150 SHS APTIV PLC COM NEW 9,236 9,236
    81 SHS AMAZON.COM INC COM 121,660 121,660
    33 SHS AUTOZONE INC COM 27,665 27,665
    183 SHS BORGWARNER INC COM 6,357 6,357
    72 SHS BRIGHT HORIZONS FAM SOL IN DEL COM 8,024 8,024
    118 SHS CARTER INC COM 9,631 9,631
    270 SHS DOLLAR GEN CORP NEW COM 29,182 29,182
    210 SHS DOLLAR TREE INC COM 18,967 18,967
    306 SHS EXPEDIA INC DEL COM NEW 34,471 34,471
    261 SHS HOME DEPOT INC COM 44,845 44,845
    313 SHS LKW CORP COM 7,427 7,427
    120 SHS MARRIOTT INTERNATIONAL CL A 13,027 13,027
    51 SHS MOHAWK INDS INC COM 5,965 5,965
    38 SHS O REILLY AUTOMOTIVE INC NEW COM 13,085 13,085
    240 SHS ROSS STORES INC COM 19,968 19,968
    570 SHS TJX COS INC NEW COM 25,502 25,502
    107 SHS TRACTOR SUPPLY CO COM 8,928 8,928
    437 SHS VF CORP COM 31,176 31,176
    165 SHS BROWN FORMAN CORP CL B 7,851 7,851
    236 SHS CHURCH & DWIGHT INC COM 15,519 15,519
    342 SHS MONSTER BEVERAGE CORP NEW COM 16,833 16,833
    349 SHS PEPSICO INC COM 38,558 38,558
    415 SHS SPROUTS FMRS MKT INC COM 9,757 9,757
    324 SHS CHEVRON CORP NEW COM 35,248 35,248
    91 SHS CIMAREX ENERGY CO COM 5,610 5,610
    83 SHS CONCHO RES INC COM 8,532 8,532
    315 SHS EOG RES INC COM 27,471 27,471
    1410 SHS KINDER MORGAN INC DEL COM 21,686 21,686
    173 SHS PIONEER NAT RES CO COM 22,753 22,753
    272 SHS AMERICAN EXPRESS CO COM 10,228 10,228
    86 SHS BLACKROCK INC COM 33,783 33,783
    332 SHS CAPITAL ONE FINL CORP COM 25,096 25,096
    843 SHS CITIGROUP INC COM NEW 43,887 43,887
    1011 SHS INTERCONTINENTAL EXCHANGE, INC COM 76,159 76,159
    639 SHS JPMORGAN CHASE & CO COM 62,379 62,379
    55 SHS MSCI INC CL A 8,109 8,109
    393 SHS PRUDENTIAL FINL INC COM 32,049 32,049
    223 SHS TD AMERITRADE HLDG CORP COM 10,918 10,918
    830 SHS US BANCORP DEL COM NEW 37,931 37,931
    1115 SHS WELLS FARGO & CO NEW COM 51,379 51,379
    250 SHS AMERICAN TOWER CORPORTATION 39,548 39,548
    37 SHS EQUINIX INC COM PAR 13,045 13,045
    59 SHS JONES LANG LASALLE INC COM 7,469 7,469
    108 SHS SBA COMMUNICATIONS CORP NEW CL A 17,484 17,484
    196 SHS ALLERGAN PLC SHS 26,197 26,197
    72 SHS JAZZ PHARMACEUTICALS PLC SHS USED 8,925 8,925
    667 SHS MEDTRONIC PLC SHS 60,670 60,670
    232 SHS CIGNA CORP COM 61,384 61,384
    597 SHS DANAHER CORP COM 59,706 59,706
    99 SHS EDWARDS LIFESCIENCES CORP COM 15,164 15,164
    191 SHS EXACT SCIENCES CORP COM 12,052 12,052
    104 SHS HCA HEALTHCARE INC 12,943 12,943
    45 SHS HUMANA INC COM 12,892 12,892
    440 SHS JOHNSON & JOHNSON COM 56,782 56,782
    37 SHS LIGAND PHARMACEUTICALS INC COM NEW 5,021 5,021
    348 SHS MERCK & CO INC NEW COM 26,591 26,591
    139 SHS PRA HEALTH SCIENCES INC COM 12,782 12,782
    167 SHS STRYKER CORP COM 26,177 26,177
    50 SHS TELEFLEX INC COM 12,924 12,924
    177 SHS TERMO FISHER CORP COM 39,611 39,611
    292 SHS UNITEDHEALTH GROUP INC COM 72,743 72,743
    97 SHS UNIVERSAL HLTH SVCS INC CL B 11,306 11,306
    146 SHS TE CONNECTIVITY LTD REG SHS 11,042 11,042
    147 SHS ADOBE SYS INC COM 33,257 33,257
    74 SHS ALLIANCE DATA SYSTEMS CORP COM 11,106 11,106
    148 SHS AMPHENOL CORP CL A 11,991 11,991
    85 SHS ANSYS INC COM 12,150 12,150
    407 SHS APPLE INC COM 64,200 64,200
    145 SHS AUTODESK INC COM 18,648 18,648
    323 SHS AUTOMATIC DATA PROCESSING INC COM 42,352 42,352
    1331 SHS CISCO SYS INC COM 57,672 57,672
    66 SHS CITRIX SYS INC COM 6,762 6,762
    321 SHS COGNIZANT TECH SOLUTIONS CRP COM 20,377 20,377
    184 SHS EPAM SYS INC COM 21,346 21,346
    212 SHS EURONET WORLDWIDE INC COM 21,705 21,705
    725 SHS FIDELITY NATL INFORMATION SVCS INC COM 74,349 74,349
    1082 SHS FISERV INC COM 79,516 79,516
    59 SHS FLEETCOR TECHONOLOGIES INC COM 10,957 10,957
    169 SHS GLOBAL PMTS INC COM 17,429 17,429
    1062 SHS MICROSOFT CORP COM 107,867 107,867
    242 SHS MICROCHIP TECHONOLOGY INC COM 17,405 17,405
    874 SHS ORACLE CORP COM 39,461 39,461
    250 SHS PTC INC COM 20,725 20,725
    725 SHS QUALCOMM INC COM 41,260 41,260
    99 SHS RED HAT INC COM 17,388 17,388
    149 SHS SKYWORKS SOLUTIONS INC COM 9,986 9,986
    644 SHS VISA INC COM CL A 84,969 84,969
    74 SHS WEX INC COM 10,364 10,364
    123 SHS XILINX INC COM 10,476 10,476
    160 SHS NEXTERA ENERGY INC COM 27,811 27,811
    254 LINDE PLC 39,634 39,634
    96 SHS ASHLAND GLOBAL HLDGS 6,812 6,812
    148 SHS KAR AUCTION SVCS INC 7,063 7,063
    237 SHS RAYTHEON CO COM 36,344 36,344
    92 SHS ALPHABET INC CAP STK 95,276 95,276
    28 SHS ALPHABET INC CAP STK 29,259 29,259
    1208 COMCAST CORP CL A 41,132 41,132
    573 SHS TMOBILE US INC 36,449 36,449
    69 SHS MARRIOTT VACATIONS WRLDWDE 4,865 4,865
    28 SHS ULTA BEAUTY 6,856 6,856
    359 SHS OCCIDENTAL 22,035 22,035
    184 SHS WESTERN ALLIANCE BANCORP 7,266 7,266
    42 SHS ALEXION PHARMACEUTICALS 4,089 4,089
    398 SHS CVS HEALTH CORP 26,077 26,077
    99 SHS CENTENE CORP DEL COM 11,415 11,415
    35 SHS COOPER COS INC 8,907 8,907
    293 SHS ENCOMPASS HEALTH CORP 18,078 18,078
    263 ZOETIS INC 22,497 22,497
    378 ANALOG DEVICES INC COM 32,444 32,444
    311 SHS WORLDPAY INC CL A 23,770 23,770

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    US Government Securities - End of Year Book Value:

    451,054
    US Government Securities - End of Year Fair Market Value:

    451,054
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    50000 SHS SHELL INTERNATIONAL FIN FMV 52,547 52,547
    31470 SHS BARCLAYS ETN SELECT MLP FMV 555,878 555,878
    6043.311 SHS MATTHEWS PACIFIC TIGER FUND - IS#102 FMV 162,142 162,142
    34589.766 SHS AT INCOME OPPORTUNITIES FUND - INST $4346 FMV 368,381 368,381
    19888 MFS INST INT EQUITY FMV 445,306 445,306

    TY 2018 OtherAssetsSchedule
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEFERRED TAX BENEFIT 4,619    
    OTHER RECEIVABLE 466 1,215 1,215


    TY 2018 OtherDecreasesSchedule
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Description Amount
    UNREALIZED GAIN/LOSS ON INVESTMENTS 601,453


    TY 2018 OtherExpensesSchedule
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 1,226 0   1,226
    OFFICE EXPENSES 918 0   918
    INSURANCE 1,000 0   1,000
    TELECOMMUNICATIONS AND INFORMATION TECHNOLOGY 4,569 0   4,569
    LEGAL SETTLEMENT 8,014 0   8,014
    PUBLIC OUTREACH 10,597 0   10,597


    TY 2018 OtherIncomeSchedule2
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME AND REIMBURSEMENTS 23,604   23,604


    TY 2018 OtherLiabilitiesSchedule
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAXES PAYABLE 0 5,503


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT ADMINISTRATION 12,527 0   12,527
    INVESTMENT ADVISORY FEES 52,116 52,116   0
    OTHER PROFESSIONAL FEES 37,507 0   37,507


    TY 2018 TaxesSchedule
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXCISE TAX EXPENSE 11,262 0   0