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
HELEN N POSTON CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

43-1621702
B Telephone number (see instructions)

(314) 418-2643
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,087,724J 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... 54,370 54,370  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 111,441
b Gross sales price for all assets on line 6a 908,271
7 Capital gain net income (from Part IV, line 2)... 111,441
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........ 165,811 165,811  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 34,234 30,811   3,423
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)....... Click to see attachment 1,250 0 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,789 1,966   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)....... Click to see attachment 309 309    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,582 33,086 0 4,673
25 Contributions, gifts, grants paid....... 98,000 98,000
26 Total expenses and disbursements. Add lines 24 and 25 137,582 33,086 0 102,673
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 28,229
b Net investment income (if negative, enter -0-) 132,725
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............. 1,239 590 590
2 Savings and temporary cash investments......... 192,311 159,167 159,167
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)....... 1,348,769 Click to see attachment1,300,833 1,253,193
c Investments—corporate bonds (attach schedule)....... 565,701 Click to see attachment701,223 673,279
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 26,448   0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment199 Click to see attachment1,495 Click to see attachment1,495
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,134,667 2,163,308 2,087,724
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........ 2,134,667 2,163,308
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)..... 2,134,667 2,163,308
31 Total liabilities and net assets/fund balances (see instructions). 2,134,667 2,163,308
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
2,134,667
2
Enter amount from Part I, line 27a .....................
2
28,229
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
412
4
Add lines 1, 2, and 3 ..........................
4
2,163,308
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
2,163,308
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 220. SEATTLE SPINCO, INC.   2016-11-28 2018-01-01
b 125. AMERICAN CAMPUS COMMUNITIES   2017-02-15 2018-01-11
c 390. A E S CORP   2015-07-22 2018-02-23
d 8. ALPHABET INC CL A   2013-02-07 2018-02-23
e 100. BRITISH AMER SPON ADR     2018-02-23
120. CARDINAL HEALTH INC   2017-02-15 2018-02-23
230. CISCO SYS INC   2017-02-15 2018-02-23
90. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-02-15 2018-02-23
35. DXC TECHNOLOGY CO   2016-11-28 2018-02-23
18. DXC TECHNOLOGY CO   2016-11-28 2018-02-23
120. -DISCOVER FINL SVCS   2015-07-22 2018-02-23
195. DR REDDYS LABORATORIES LTD A D R     2018-02-23
65. EOG RES INC COM   2015-07-22 2018-02-23
90. ENERGEN CORP   2015-07-22 2018-02-23
235. FIFTH THIRD BANCORP   2015-07-22 2018-02-23
400. FLY LEASING LTD A D R   2014-03-06 2018-02-23
450. GLAXO SMITHKLINE P L C A D R     2018-02-23
65. HARRIS CORP DEL   2015-07-22 2018-02-23
75. HELMERICH PAYNE INC   2017-02-15 2018-02-23
220. HEWLETT PACKARD ENTERPRIS WI   2016-11-28 2018-02-23
310. ISHARES S&P SMALL CAP 600 INDEX FD   2015-07-22 2018-02-23
46. JP MORGAN CHASE & CO COM     2018-02-23
75. JOHNSON & JOHNSON   2015-07-22 2018-02-23
185. KROGER CO COM   2017-02-15 2018-02-23
40. LABORATORY CORP AMER HLDGS COM NEW   2016-11-28 2018-02-23
105. LEIDOS HOLDINGS INC   2016-11-28 2018-02-23
40. MASTERCARD INC   2011-08-04 2018-02-23
265. NICE SYSTEMS LTD-SPONSORED ADR     2018-02-23
145. NOVARTIS AG SPONSORED ADR     2018-02-23
3622.976 OPPENHEIMER SENIOR FLOATING RATE I   2013-08-02 2018-02-23
295. RECKITT BENCKISER SPON A D R   2016-11-28 2018-02-23
40. S P GLOBAL INC   2017-02-15 2018-02-23
95. SANOFI-SYNTHELABO SPONSORED ADR   2015-07-22 2018-02-23
90. STARBUCKS CORP COM   2017-02-15 2018-02-23
260. STMICROELECTRONICS N V   2016-11-28 2018-02-23
70. TEXAS INSTRUMENTS INC   2016-11-28 2018-02-23
105. TRANSCANADA CORP   2017-02-15 2018-02-23
1085. TRINITY BIOTECH PLC SPON A D R     2018-02-23
130. UNILEVER N V N Y SHR   2016-11-28 2018-02-23
90. UNITED CONTINENTAL HOLDINGS INC   2015-07-22 2018-02-23
75. WAL MART STORES INC COM   2017-02-15 2018-02-23
100. WESTROCK CO   2016-11-28 2018-02-23
50000. APPLE INC 1.000% 5/03/18   2013-06-03 2018-05-03
55. TIME WARNER INC   2016-11-28 2018-06-14
1. AMERICAN INTL GROUP INC   1911-11-11 2018-07-02
249. ATT INC     2018-07-20
55. APPLE COMPUTER INC COM   2011-08-04 2018-07-20
210. ARCELORMITTAL CLASS A N Y REGISTRY   2018-02-23 2018-07-20
190. CANADIAN NATURAL RESOURCES LTD   2017-02-15 2018-07-20
435. CANON INC ADR REPSTG 5 SHS   2014-08-06 2018-07-20
45. CHEVRONTEXACO CORP COM   2016-09-16 2018-07-20
325. DANONE SPONS A D R   2016-11-28 2018-07-20
55. DIAMONDBACK ENERGY INC   2016-11-28 2018-07-20
85. DOWDUPONT INC   2016-11-28 2018-07-20
35. GENERAL DYNAMICS CORP   2015-07-22 2018-07-20
20. HORMEL FOODS CORPORATIONCOM   2018-02-23 2018-07-20
135. HORMEL FOODS CORPORATIONCOM   2017-02-15 2018-07-20
280. I N G GROEP NV SPONSORED ADR   2018-02-23 2018-07-20
80. INTERCONTINENTAL HOTELS A D R   2018-02-23 2018-07-20
80. JP MORGAN CHASE & CO COM     2018-07-20
95. MERCK AND CO INC     2018-07-20
130. NESTLE S A SPONSORED ADR REPSTG REG SH     2018-07-20
25. PERSPECTA INC   2016-11-28 2018-07-20
60. PHILLIPS 66   2018-02-23 2018-07-20
30. RAYTHEON CO COM NEW   2015-07-22 2018-07-20
350. RELX NV SPON A D R   2014-03-06 2018-07-20
205. SK TELECOM CO LTD A D R   2018-02-23 2018-07-20
230. SMITH NEPHEW P L C A D R     2018-07-20
220. SONY CORP AMERN SH NEW   2018-02-23 2018-07-20
20. TRANSDIGM GROUP INC   2017-02-15 2018-07-20
20. UNITEDHEALTH GRP INC COM   2016-11-28 2018-07-20
1043.056 VANGUARD STRATEGIC EQUITY FUND 114   2014-02-21 2018-07-20
50. WPP PLC SPONSORED A D R   2016-11-28 2018-07-20
55. YY INC A D R   2018-02-23 2018-07-20
150. COCA COLA EUROREAN PARTNERS   2016-11-28 2018-07-20
251. LIBERTY LATIN AMERICA LTD     2018-07-20
230. FIAT CHRYSLER AUTOMOBILES NV   2018-02-23 2018-07-20
345. FLEXTRONICS INTL LTD COM   2016-11-28 2018-07-20
.035 ATT INC   2016-11-28 2018-08-16
50000. BP CAPITAL MARKETS 2.241% 9/26/18   2016-03-22 2018-09-26
60. ANDEAVOR   2017-02-15 2018-10-04
155. AIA GROUP LTD ADR   2018-02-23 2018-10-18
26. APPLE COMPUTER INC COM   2011-08-04 2018-10-18
5. DELTA AIR LINES INC   2018-02-23 2018-10-18
155. DELTA AIR LINES INC   2014-01-24 2018-10-18
100. EQT CORPORATION   2018-02-23 2018-10-18
175. EBAY INC   2016-11-28 2018-10-18
4. GARRETT MOTION INC   2017-02-15 2018-10-18
130. GILEAD SCIENCES INC COM     2018-10-18
25. GOLDMAN SACHS GROUP INC   2016-11-28 2018-10-18
235. HP INC   2018-02-23 2018-10-18
40. HOME DEPOT INC COM   2017-02-15 2018-10-18
115. MAGNA INTL INC CL A   2017-02-15 2018-10-18
250. MARATHON OIL CORP COM   2018-07-20 2018-10-18
227. MARATHON PETROLEUM CORP     2018-10-18
730. MELCO CROWN ENTERTAINMENT LMTD A D R     2018-10-18
185. MELCO CROWN ENTERTAINMENT LMTD A D R   2018-02-23 2018-10-18
65. NETAPP INC   2018-07-20 2018-10-18
175. ORACLE CORPORATION   2015-07-22 2018-10-18
100. POSCO A D R   2016-11-28 2018-10-18
50. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008   2017-02-15 2018-10-18
165. RIO TINTO PLC SPONSORED ADR   2018-07-20 2018-10-18
135. SMITH NEPHEW P L C A D R   2018-02-23 2018-10-18
220. SMITH NEPHEW P L C A D R   2016-11-28 2018-10-18
140. STEEL DYNAMICS INC   2016-11-28 2018-10-18
50. UNITED TECHNOLOGIES CORP COM   2013-02-08 2018-10-18
45. ACCENTURE PLC CL A   2017-02-15 2018-10-18
75. TE CONNECTIVITY LTD   2016-11-28 2018-10-18
.5 GARRETT MOTION INC   2017-02-15 2018-10-26
.5 RESIDEO TECHNOLOGIES INC   2017-02-15 2018-11-05
.611 MARATHON PETROLEUM CORP   2017-02-15 2018-11-26
200. ABB LTD A D R   2018-02-23 2018-11-30
245. ABB LTD A D R   2016-11-28 2018-11-30
120. CONOCOPHILLIPS COM   2018-07-20 2018-11-30
170. GENERAL ELEC CO   2017-02-15 2018-11-30
345. GENERAL ELEC CO   2018-02-23 2018-11-30
130. GLAXO SMITHKLINE P L C A D R   2018-10-18 2018-11-30
80. MERCK AND CO INC   2014-01-24 2018-11-30
7. RESIDEO TECHNOLOGIES INC   2017-02-15 2018-11-30
250. STMICROELECTRONICS N V   2016-11-28 2018-11-30
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 891   848 43
b 4,905   6,090 -1,185
c 4,054   4,953 -899
d 8,936   3,088 5,848
e 6,239   5,798 441
8,227   9,659 -1,432
9,971   7,560 2,411
7,329   5,259 2,070
3,581   2,126 1,455
1,842   1,213 629
9,470   7,122 2,348
6,528   10,262 -3,734
6,999   4,958 2,041
5,054   5,190 -136
7,753   5,041 2,712
4,901   6,301 -1,400
16,533   19,393 -2,860
10,234   5,287 4,947
4,961   5,183 -222
3,951   2,993 958
23,941   18,248 5,693
5,347   1,959 3,388
9,816   7,498 2,318
5,051   6,216 -1,165
6,823   5,030 1,793
6,954   5,291 1,663
6,989   1,312 5,677
25,436   14,672 10,764
12,345   12,233 112
29,491   30,324 -833
4,932   4,977 -45
7,602   5,146 2,456
3,806   5,047 -1,241
5,021   5,118 -97
5,964   2,553 3,411
7,386   5,228 2,158
4,814   5,001 -187
6,074   14,521 -8,447
6,961   5,104 1,857
6,032   5,062 970
6,938   5,155 1,783
6,531   5,092 1,439
50,000   49,079 921
5,528   5,113 415
28     28
7,737   9,550 -1,813
10,546   3,019 7,527
6,157   7,321 -1,164
6,674   5,796 878
13,808   14,332 -524
5,471   4,418 1,053
5,031   4,123 908
7,225   5,378 1,847
5,578   4,601 977
6,846   5,065 1,781
743   655 88
5,014   5,125 -111
4,068   5,099 -1,031
5,233   5,206 27
8,912   4,561 4,351
5,915   4,112 1,803
10,565   9,335 1,230
582   393 189
6,629   5,467 1,162
6,065   2,919 3,146
7,844   5,011 2,833
4,805   5,040 -235
8,151   7,023 1,128
11,715   11,015 700
7,347   5,014 2,333
5,050   3,030 2,020
38,019   32,064 5,955
3,794   5,293 -1,499
5,376   7,469 -2,093
6,294   5,039 1,255
4,820   6,158 -1,338
4,399   5,000 -601
5,189   5,072 117
1   1  
50,000   50,763 -763
1,188     1,188
4,845   5,079 -234
5,608   1,427 4,181
266   264 2
8,255   4,872 3,383
4,685   5,176 -491
5,488   5,038 450
59   53 6
9,548   10,067 -519
5,625   5,289 336
5,549   5,287 262
7,207   5,691 1,516
5,477   5,228 249
5,130   5,140 -10
17,952   12,527 5,425
13,246   13,417 -171
3,357   5,239 -1,882
5,031   5,345 -314
8,277   6,912 1,365
5,714   5,395 319
4,892   5,084 -192
8,101   8,915 -814
4,539   4,856 -317
7,397   6,239 1,158
5,800   4,978 822
6,448   4,545 1,903
7,000   5,405 1,595
5,886   5,100 786
7   7  
12   11 1
38   31 7
4,021   4,999 -978
4,926   5,020 -94
7,944   8,406 -462
1,255   5,166 -3,911
2,548   5,039 -2,491
5,409   5,143 266
6,295   4,143 2,152
145   151 -6
3,648   2,455 1,193
      15,681
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       43
b       -1,185
c       -899
d       5,848
e       441
      -1,432
      2,411
      2,070
      1,455
      629
      2,348
      -3,734
      2,041
      -136
      2,712
      -1,400
      -2,860
      4,947
      -222
      958
      5,693
      3,388
      2,318
      -1,165
      1,793
      1,663
      5,677
      10,764
      112
      -833
      -45
      2,456
      -1,241
      -97
      3,411
      2,158
      -187
      -8,447
      1,857
      970
      1,783
      1,439
      921
      415
      28
      -1,813
      7,527
      -1,164
      878
      -524
      1,053
      908
      1,847
      977
      1,781
      88
      -111
      -1,031
      27
      4,351
      1,803
      1,230
      189
      1,162
      3,146
      2,833
      -235
      1,128
      700
      2,333
      2,020
      5,955
      -1,499
      -2,093
      1,255
      -1,338
      -601
      117
       
      -763
      1,188
      -234
      4,181
      2
      3,383
      -491
      450
      6
      -519
      336
      262
      1,516
      249
      -10
      5,425
      -171
      -1,882
      -314
      1,365
      319
      -192
      -814
      -317
      1,158
      822
      1,903
      1,595
      786
       
      1
      7
      -978
      -94
      -462
      -3,911
      -2,491
      266
      2,152
      -6
      1,193
       
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 2 111,441
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 84,578 2,279,762 0.037099
2016 104,413 2,160,292 0.048333
2015 108,372 2,296,355 0.047193
2014 114,229 2,382,483 0.047945
2013 103,541 2,286,517 0.045283
2
Total of line 1, column (d) .....................
2
0.225853
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
0.045171
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
2,271,487
5
Multiply line 4 by line 3......................
5
102,605
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,327
7
Add lines 5 and 6........................
7
103,932
8
Enter qualifying distributions from Part XII, line 4,.............
8
102,673
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 2,655
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 2,655
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 2,655
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,056
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 1,056
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 1,599
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)
    bulletMO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletUS BANK NA Telephone no.bullet (314) 418-2643

    Located atbulletPO BOX 387ST LOUISMO ZIP+4bullet63166
    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
    US BANK TRUSTEE
    1     		34,234    
    PO BOX 387
    ST LOUIS,MO63166
    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
    2,163,824
    b
    Average of monthly cash balances.......................
    1b
    142,254
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,306,078
    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
    2,306,078
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    34,591
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,271,487
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    113,574
    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
    113,574
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,655
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,655
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    110,919
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    110,919
    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
    110,919
    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
    102,673
    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
    102,673
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    102,673
    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 7 110,919
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 33,236
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 102,673
    a Applied to 2017, but not more than line 2a 33,236
    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..... 69,437
    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 ..........     		41,482
    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.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    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).)
    NONE
    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.
    NONE
    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:
    BILL TITCOMB
    US BANK NA PO BOX 308
    ST JOSEPH,MO64502
    (816) 364-7245
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER SHOWING NEED AND REQUEST
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    TO 501(C)(3) ORGANIZATIONS
    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
    AGRICULTURE FUTURE OF AMERICA
    3003 FREDERICK AVENUE
    SAINT JOSEPH,MO64506     		NONE PC GENERAL OPERATING 2,000
    ALLIED ARTS COUNCIL OF ST JOSEPH
    118 SOUTH 8TH STREET
    SAINT JOSEPH,MO64501     		NONE PC GENERAL OPERATING 5,000
    BARTLETT CENTER
    409 SOUTH 18TH STREET
    SAINT JOSEPH,MO64501     		NONE PC GENERAL OPERATING 6,250
    BOY SCOUTS OF AMERICA-ST JOSEPH
    1707 BUCKINGHAM PO BOX 8157
    SAINT JOSEPH,MO645088157     		NONE PC GENERAL OPERATING 11,000
    COMMUNITY FOUNDATION OF NORTHWEST MO
    1006 W ST MAARTENS DR SUITE B
    ST JOSEPH,MO64506     		NONE PC GENERAL OPERATING 3,000
    GIRL SCOUTS OF NE KS & NW MO INC
    8383 BLUE PARKWAY
    KANSAS CITY,MO64133     		NONE PC GENERAL OPERATING 5,000
    INTERSERV
    PO BOX 4038
    SAINT JOSEPH,MO645040038     		NONE PC GENERAL OPERATING 15,000
    NWMO UNITED LABOR COMM SRVS INC
    1203 N 6TH STREET
    SAINT JOSEPH,MO64501     		NONE PC GENERAL OPERATING 10,000
    PONY EXPRESS MUSEUM PUMPKIN FEST
    914 PENN STREET
    SAINT JOSEPH,MO64503     		NONE PC GENERAL OPERATING 1,000
    SECOND HARVEST OF GREATER STJOSEPH
    915 DOUGLAS ST
    ST JOSEPH,MO64505     		NONE PC GENERAL OPERATING 10,000
    ST JOSEPH HABITAT FOR HUMANITY
    3131 FREDERICK AVENUE
    SAINT JOSEPH,MO64507     		NONE PC GENERAL OPERATING 5,000
    THE SALVATION ARMY
    602 MESSANIE
    SAINT JOSEPH,MO64501     		NONE PC GENERAL OPERATING 20,000
    YMCA ST JOSEPH MO
    315 SOUTH 6TH ST
    ST JOSEPH,MO64501     		NONE PC GENERAL OPERATING 4,750
    Total .................................bullet 3a 98,000
    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 54,370  
    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 ............     		    18 111,441  
    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)..   165,811  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    165,811
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    HELEN N POSTON CHARITABLE TRUST
    EIN:
    43-1621702
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    HELEN N POSTON CHARITABLE TRUST
    EIN:
    43-1621702
    Name of Bond End of Year Book Value End of Year Fair Market Value
    035242AP1 ANHEUSER BUSCH 76,486 70,697
    670690387 NUVEEN INFLATION PRO 74,041 69,016
    05565QCG1 BP CAPITAL MARKETS    
    46625HJR2 JPMORGAN CHASE MTN 75,518 74,963
    037833AJ9 APPLE INC    
    68381K606 OPPENHEIMER SENIOR F 96,425 88,831
    084670BJ6 BERKSHIRE HATHAWAY 76,944 74,316
    61746BDR4 MORGAN STANLEY MTN 50,061 49,783
    25468PDF0 WALT DISNEY MTN 75,943 73,187
    38148PB71 GOLDMAN SACHS C D 50,000 49,836
    110122BB3 BRISTOL MYERS 75,923 73,187
    0258M0EE5 AMERICAN EXPRESS MTN 49,882 49,463

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    HELEN N POSTON CHARITABLE TRUST
    EIN:
    43-1621702
    Name of Stock End of Year Book Value End of Year Fair Market Value
    H1467J104 CHUBB LTD 6,341 9,043
    58933Y105 MERCK AND CO INC    
    166764100 CHEVRON CORPORATION 5,399 5,983
    910047109 UNITED CONTINENTAL H    
    H84989104 TE CONNECTIVITY LTD    
    23636T100 DANONE SPONS A D R 5,967 6,501
    858119100 STEEL DYNAMICS INC    
    138006309 CANON INC SPONS A D 19,566 17,802
    149498107 CAUSEWAY EMERGING MA 99,080 100,860
    456463108 INDUSTRIAS BACHOCO S 10,133 8,308
    26875P101 E O G RES INC    
    38141G104 GOLDMAN SACHS GROUP    
    G25839104 COCA COLA EUROREAN P    
    369550108 GENERAL DYNAMICS COR    
    92932M101 WNS HOLDINGS LTD ADR 3,539 7,427
    75955B102 RELX NV SPON A D R    
    693483109 POSCO A D R    
    G5480U153 LIBERTY LILAC GROUP    
    913017109 UNITED TECHNOLOGIES    
    91324P102 UNITED HEALTH GROUP 8,032 12,456
    358029106 FRESENIUS MED AKTIEN 5,066 4,859
    110448107 BRITISH AMERN TOB PL    
    641069406 NESTLE SA SPONSORED 18,497 20,645
    478160104 JOHNSON JOHNSON 6,499 8,388
    34407D109 FLY LEASING LTD A D 8,102 5,914
    060505104 BANK OF AMERICA CORP 16,088 18,234
    084670702 BERKSHIRE HATHAWAY I 9,313 13,272
    48268K101 KT CORP SP A D R 16,396 17,206
    464287804 I SHARES S P SMALLC 66,864 65,993
    922038104 VANGUARD STRATEGIC E 82,927 72,211
    254709108 DISCOVER FINL SVCS    
    37733W105 GLAXO SMITHKLINE P L    
    882508104 TEXAS INSTRUMENTS IN    
    861012102 STMICROELECTRONICS N    
    29265N108 ENERGEN CORP    
    686330101 ORIX CORP SPONS A D 11,831 10,017
    125509109 CIGNA CORP    
    585464100 MELCO CROWN ENTERTAI    
    80105N105 SANOFI A D R    
    46625H100 J P MORGAN CHASE CO 11,850 16,595
    375558103 GILEAD SCIENCES INC 5,599 4,379
    00130H105 A E S CORP    
    771195104 ROCHE HOLDINGS LTD S 16,039 17,094
    86562M209 SUMITOMO MITSUI FINL 5,141 4,427
    887317303 TIME WARNER INC    
    66987V109 NOVARTIS AG A D R 9,298 10,297
    02079K305 ALPHABET INC CL A 12,343 13,584
    172967424 CITIGROUP INC 9,140 8,590
    413875105 HARRIS CORP DEL    
    654624105 NIPPON TELEGRAPH TEL 10,180 12,192
    904784709 UNILEVER N V A D R    
    525327102 LEIDOS HOLDINGS INC    
    25278X109 DIAMONDBACK ENERGY I    
    756255204 RECKITT BENCKISER SP    
    316773100 FIFTH THIRD BANCORP    
    57636Q104 MASTERCARD INC 984 5,660
    83175M205 SMITH NEPHEW P L C 5,935 6,168
    00203H446 AQR LONG SHORT EQUIT 103,378 85,540
    755111507 RAYTHEON COMPANY 2,432 3,834
    500467501 KONINKLIJKE AHOLD DE 8,743 14,381
    96145D105 WESTROCK CO    
    62942M201 NTT DOCOMO INC A D R 9,874 10,903
    50540R409 LABORATORY CRP OF AM    
    278642103 EBAY INC.    
    126650100 CVS HEALTH CORPORATI 14,529 9,828
    20030N101 COMCAST CORP CL A 10,252 9,875
    56585A102 MARATHON PETROLEUM C 3,056 3,541
    05367G100 AVIANCA HOLDINGS A D 10,026 2,456
    896438306 TRINITY BIOTECH PLC    
    000375204 ABB LTD A D R    
    92937A102 WPP PLC SPONSORED A    
    00687A107 ADIDAS AG A D R 5,832 8,347
    064159HM1 BANK OF NOVA SCOTIA 51,043 49,143
    037833100 APPLE INC    
    Y2573F102 FLEXTRONICS INTL LTD    
    653656108 NICE SYS LTD SPONSOR 13,876 16,232
    670678507 NUVEEN REAL ESTATE S 118,129 97,859
    60687Y109 MIZUHO FNL GRP A D R 9,666 8,055
    256135203 DR REDDYS LABORATORI    
    00206R102 ATT INC    
    00888Y508 INV BALANCE RISK COM 46,490 43,038
    717081103 PFIZER INC 5,201 6,766
    71646E100 PETRO CHINA COMPANY 5,115 4,001
    26078J100 DOWDUPONT INC    
    855244109 STARBUCKS CORP    
    423452101 HELMERICH PAYNE INC    
    136385101 CANADIAN NATURAL RES    
    89353D107 TRANSCANADA CORP    
    437076102 HOME DEPOT INC    
    17275R102 CISCO SYSTEMS INC 4,931 6,500
    670100205 NOVO NORDISK AS A D 10,350 11,518
    713448108 PEPSICO INC 5,335 5,524
    931142103 WAL MART STORES INC 5,271 5,589
    438516106 HONEYWELL INTERNATIO 5,380 5,945
    024835100 AMERICAN CAMPUS COMM 5,501 5,381
    78409V104 S P GLOBAL INC    
    369604103 GENERAL ELECTRIC CO    
    23355L106 DXC TECHNOLOGY CO 2,644 2,659
    92826C839 VISA INC 5,251 7,916
    893641100 TRANSDIGM GROUP INC    
    693506107 P P G INDS INC    
    693475105 P N C FINANCIAL SERV 5,114 4,676
    559222401 MAGNA INTL INC CL    
    03349M105 ANDEAVOR    
    501044101 KROGER CO    
    14149Y108 CARDINAL HEALTH INC    
    440452100 HORMEL FOODS CORP 4,421 5,762
    023135106 AMAZON.COM INC 5,049 9,012
    G1151C101 ACCENTURE PLC CL A    
    594837304 MICRO FOCUS INTL SPN    
    192446102 COGNIZANT TECHNOLOGY    
    247361702 DELTA AIR LINES INC 5,020 4,741
    594918104 MICROSOFT CORP 11,671 20,822
    780259206 ROYAL DUTCH SHELL PL 5,099 4,662
    125523100 CIGNA CORP 5,350 6,647
    949746101 WELLS FARGO CO 5,281 4,147
    097023105 BOEING CO 5,395 4,838
    705015105 PEARSON P L C A D R 5,170 5,492
    N59465109 MYLAN NV 10,976 7,809
    881624209 TEVA PHARMACEUTICAL 5,075 3,392
    126132109 CNOOC LTD A D R 10,733 9,909
    024524217 AMERICAN BEACON STEP 48,000 37,459
    29250N105 ENBRIDGE INC 10,103 9,479
    29446M102 EQUINOR ASA SPON ADR 5,202 4,763
    007924103 AEGON N V NY REG SHR 5,092 3,813
    500472303 KONINKLIJKE PHILIPS 10,224 8,602
    04623U102 ASTELLAS PHARMA INC 5,105 4,452
    088606108 B H P BILLITON LIMIT 4,892 5,070
    759530108 RELX PLC SPON A D R 5,101 6,012
    958102105 WESTERN DIGITAL CORP 7,137 2,958
    539439109 LLOYDS BANKING GROUP 5,082 3,277
    00287Y109 ABBVIE INC 4,932 5,070
    458140100 INTEL CORP 10,403 9,855
    835699307 SONY CORP A D R 6,509 6,276
    03027X100 AMERICAN TOWER CORP 5,651 6,328
    226718104 CRITEO SA SPON A D R 5,212 3,408
    78462F103 SPDR S P 500 ETF 113,947 102,217
    055622104 BP PLC SPONS A D R 5,040 4,361
    23304Y100 DBS GROUP HLDGS LTD 5,404 4,184
    88579Y101 3M CO 4,989 4,764

    TY 2018 InvestmentsOtherSchedule2
    Name:
    HELEN N POSTON CHARITABLE TRUST
    EIN:
    43-1621702
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DELTA AIR LINES INC      
    HEWLETT PACKARD ENTERPRIS CO      
    MICROSOFT CORP      
    ORACLE CORPORATION      

    TY 2018 OtherAssetsSchedule
    Name:
    HELEN N POSTON CHARITABLE TRUST
    EIN:
    43-1621702
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INCOME 199 1,495 1,495


    TY 2018 OtherExpensesSchedule
    Name:
    HELEN N POSTON CHARITABLE TRUST
    EIN:
    43-1621702
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 309 309   0


    TY 2018 OtherIncreasesSchedule
    Name:
    HELEN N POSTON CHARITABLE TRUST
    EIN:
    43-1621702
    Description Amount
    COST BASIS ADJ 412


    TY 2018 TaxesSchedule
    Name:
    HELEN N POSTON CHARITABLE TRUST
    EIN:
    43-1621702
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,966 1,966   0
    FEDERAL TAX PAYMENT - PRIOR YE 767 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,056 0   0