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
MARJORIE SALE ARUNDEL FUND FOR
THE EARTH C/O JOCELYN A SLADEN
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3043
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WARRENTON, VA20188
A Employer identification number

54-1531482
B Telephone number (see instructions)

(540) 347-7748
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$1,236,248J 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 93 93  
4 Dividends and interest from securities... 27,635 27,635  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 69,120
b Gross sales price for all assets on line 6a 255,303
7 Capital gain net income (from Part IV, line 2)... 69,120
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 28 28  
12 Total. Add lines 1 through 11........ 96,876 96,876  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 900 900    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,032 1,032    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,281 5,281    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,213 7,213   0
25 Contributions, gifts, grants paid....... 71,750 71,750
26 Total expenses and disbursements. Add lines 24 and 25 78,963 7,213   71,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,913
b Net investment income (if negative, enter -0-) 89,663
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............. 27,263 6,627 6,629
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,169,959 Click to see attachment1,187,508 1,229,619
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,197,222 1,194,135 1,236,248
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 23,500 Click to see attachment2,500
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 23,500 2,500
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.................. 1,173,722 1,191,635
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........    
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)..... 1,173,722 1,191,635
31 Total liabilities and net assets/fund balances (see instructions). 1,197,222 1,194,135
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,173,722
2
Enter amount from Part I, line 27a .....................
2
17,913
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,191,635
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,191,635
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 7 TEXAS INSTRUMENT INC P 2016-08-04 2018-01-10
b 12 ALLSTATE CORP P 2015-05-29 2018-02-02
c 13 EDISON INTERNATIONAL P 2015-06-25 2018-02-21
d 5 AETNA INC P 2014-06-24 2018-04-04
e 5 QUEST DIAGNOSTICS INC P 2017-08-29 2018-04-19
29 DEVON ENERGY CORPORATION P 2017-07-17 2018-05-02
9 CDW CORP/DE P 2017-06-06 2018-05-21
20 AMERICAN INTERNATIONAL GROUP P 2016-02-04 2018-06-05
1 AMERICAN INTERNATIONAL GROUP P 2016-02-05 2018-06-14
2 BOEING CO/THE P 2017-07-28 2018-07-19
1 DOWDUPONT INC P 2016-11-11 2018-07-24
4 S&P GLOBAL INC P 2017-07-07 2018-08-17
14 SCHLUMBERGER LTD P 2016-05-31 2018-09-10
28 EBAY INC P 2015-08-17 2018-10-02
1 RESIDEO TECHNOLOGIES INC P 2016-05-05 2018-10-30
10 AMERICAN ELECTRIC POWER P 2014-10-22 2018-10-31
12 DELTA AIR LINES INC P 2014-12-24 2018-10-31
9 INTEL CORP P 2016-10-13 2018-10-31
3 PROGRESSIVE CORP P 2016-08-08 2018-10-31
13 CISCO SYSTEMS INC P 2016-09-20 2018-11-06
8 BROADRIDGE FINANCIAL SOLUTIONS P 2018-10-17 2018-12-26
13 KIMBERLY-CLARK CORP P 2017-06-23 2018-01-11
7 ALLSTATE CORP P 2015-09-08 2018-02-02
11 EDISON INTERNATIONAL P 2015-06-26 2018-02-21
5 CIGNA CORP P 2016-08-23 2018-04-04
7 QUEST DIAGNOSTICS INC P 2017-10-24 2018-04-19
7 JOHNSON & JOHNSON P 2010-10-01 2018-05-02
3 JOHNSON & JOHNSON P 2011-03-11 2018-05-21
3 BIOGEN INC P 2012-09-29 2018-06-05
5 MCKESSON CORP P 2015-01-08 2018-06-14
10 CARNIVAL CORP P 2018-04-05 2018-07-19
10 DOWDUPONT INC P 2017-09-14 2018-07-24
1 INTUITIVE SURGICAL INC P 2017-02-01 2018-08-20
12 BANK OF AMERICA CORP P 2013-02-05 2018-09-28
1 ALPHABET INC-CL C P 2015-07-20 2018-10-10
1 RESIDEO TECHNOLOGIES INC P 2016-06-03 2018-10-30
2 ANTHEM INC P 2018-03-05 2018-10-31
1 DELTA AIR LINES INC P 2016-07-19 2018-10-31
2 INTEL CORP P 2016-11-07 2018-10-31
9 PROGRESSIVE CORP P 2016-08-09 2018-10-31
17 CME GROUP INC P 2018-04-20 2018-11-06
3 BROADRIDGE FINANCIAL SOLUTIONS P 2018-10-17 2018-12-27
7 KIMBERLY-CLARK CORP P 2017-08-18 2018-01-11
2 ALLSTATE CORP P 2015-09-08 2018-02-05
10 JOHNSON & JOHNSON P 2010-10-01 2018-02-21
6 CIGNA CORP P 2016-08-23 2018-04-05
8 QUEST DIAGNOSTICS INC P 2017-12-21 2018-04-19
7 JOHNSON & JOHNSON P 2011-03-11 2018-05-02
6 JOHNSON & JOHNSON P 2017-02-17 2018-05-21
4 EDWARDS LIFESCIENCES P 2016-11-08 2018-06-05
2 MCKESSON CORP P 2015-02-17 2018-06-14
13 CITIGROUP INC P 2018-01-19 2018-07-19
1 ALPHABET INC-CL C P 2014-06-23 2018-08-01
1 ALPHABET INC-CL C P 2015-07-20 2018-09-07
35 BANK OF AMERICA CORP P 2013-02-15 2018-09-28
6 AETNA INC P 2014-06-24 2018-10-12
2 RESIDEO TECHNOLOGIES INC P 2016-10-19 2018-10-30
5 APPLE INC P 2014-01-08 2018-10-31
3 EOG RESOURCES INC P 2015-11-18 2018-10-31
13 JPMORGAN CHASE & CO P 2017-02-17 2018-10-31
2 S&P GLOBAL INC P 2017-07-10 2018-10-31
5 CME GROUP INC P 2018-05-23 2018-11-06
7 BROADRIDGE FINANCIAL SOLUTIONS P 2018-10-18 2018-12-27
1 L3 TECHNOLOGIES INC P 2015-02-04 2018-01-17
5 ALLSTATE CORP P 2017-09-29 2018-02-05
3 HESS CORP P 2016-03-15 2018-02-23
15 CERNER CORP P 2017-08-29 2018-04-06
18.686 BERNSTEIN INTERMEDIATE P 2007-10-30 2018-04-23
26 CBS CORP-CLASS B NON VOTING P 2017-02-06 2018-05-07
6 JOHNSON & JOHNSON P 2017-09-26 2018-05-21
5 EOG RESOURCES INC P 2015-11-18 2018-06-05
3 MCKESSON CORP P 2016-10-24 2018-06-14
10 DOWDUPONT INC P 2016-10-19 2018-07-19
5 FACEBOOK INC-A P 2014-04-30 2018-08-01
8 COGNIZANT TECH SOLUTIONS-A P 2018-07-02 2018-09-07
4 CIGNA CORP P 2016-08-23 2018-09-28
39 BANK OF AMERICA CORP P 2013-02-15 2018-10-12
1 RESIDEO TECHNOLOGIES INC P 2017-09-29 2018-10-30
1 AUTOZONE INC P 2018-05-03 2018-10-31
3 EOG RESOURCES INC P 2016-01-06 2018-10-31
7 MARATHON PETROLEUM CORP P 2017-05-24 2018-10-31
1 S&P GLOBAL INC P 2017-07-13 2018-10-31
6 EDISON INTERNATIONAL P 2015-10-19 2018-11-06
GARRETT MOTION INC - CIL P 2018-10-09 2018-10-09
7 L3 TECHNOLOGIES INC P 2015-09-04 2018-01-17
15 OSHKOSH CORP P 2016-09-19 2018-02-08
10 HESS CORP P 2016-03-28 2018-02-23
8 CERNER CORP P 2017-08-29 2018-04-10
4 NORFOLK SOUTHERN CORP P 2017-02-17 2018-04-23
3 CBS CORP-CLASS B NON VOTING P 2017-03-01 2018-05-07
10 PROCTER & GAMBLE CO/THE P 2017-03-17 2018-05-21
5 MCKESSON CORP P 2014-12-04 2018-06-05
4 MCKESSON CORP P 2017-07-13 2018-06-14
8 DOWDUPONT INC P 2016-10-20 2009-07-16
8 FACEBOOK INC-A P 2015-01-07 2018-08-01
2 FACEBOOK INC-A P 2015-01-07 2018-09-07
5 CIGNA CORP P 2016-09-30 2018-09-28
13 INTEL CORP P 2016-05-13 2018-10-12
87.768 AB DISCOVERY GRWTH FUND-ADV P 2012-06-18 2018-10-31
1 BANK OF AMERICAN CORP P 2013-02-15 2018-10-31
3 EVEREST RE GROUP LTD P 2018-01-23 2018-10-31
3 MCDONALD'S CORP P 2017-04-25 2018-10-31
15 SYNCHRONY FINANCIAL P 2016-02-24 2018-10-31
2 EDISON INTERNATIONAL P 2016-05-18 2018-11-06
RESIDEO TECHNOLOGIES INC - CIL P 2018-11-07 2018-11-07
5 L3 TECHNOLOGIES INC P 2017-03-01 2018-01-17
3 OSHKOSH CORP P 2016-09-19 2018-02-09
9 HP INC P 2011-08-05 2018-02-23
18 EATON CORP PLC P 2016-09-07 2018-04-12
137.987 AB DISCOVERY GRWTH FUND-ADV P 2012-06-18 2018-04-26
7 CBS CORP-CLASS B NON VOTING P 2017-03-01 2018-05-09
7 CDW CORP/DE P 2017-06-06 2018-05-22
4 MCKESSON CORP P 2015-01-08 2018-06-05
14 ORACLE CORP P 2014-07-10 2018-06-14
6 TEXAS INSTRUMENTS INC P 2016-08-31 2018-07-19
5 VISA INC - CLASS A SHARES P 2012-06-27 2018-08-01
6 FACEBOOK INC-A P 2015-02-04 2018-09-07
3 MARATHON PETROLEUM CORP P 2017-05-08 2018-09-28
6 INTEL CORP P 2016-10-13 2018-10-12
54.277 AB DISCOVERY GRWTH FUND-ADV P 2014-10-21 2018-10-31
39 BANK OF AMERICA CORP P 2015-07-27 2018-10-31
8 EXXON MOBIL CORP P 2017-12-21 2018-10-31
6 MERCK & CO. INC. P 2016-06-10 2018-10-31
4 TEXAS INSTRUMENTS INC P 2016-10-13 2018-10-31
6 JPMORGAN CHASE & CO P 2017-02-17 2018-11-06
CVS HELATH CORP P 2018-12-10 2018-12-10
21 TYSON FOODS INC-CL A P 2016-03-10 2018-01-17
12 OSHKOSH CORP P 2016-10-19 2018-02-09
35 HP INC P 2011-08-19 2018-02-23
10 EATON CORP PLC P 2016-09-19 2018-04-12
5.651 AB DISCOVERY VALUE FUND-ADV P 2012-06-18 2018-04-26
15 CBS CORP-CLASS B NON VOTING P 2017-06-26 2018-05-09
2 JOHNSON & JOHNSON P 2017-09-26 2018-05-22
2 MERCK & CO. INC. P 2012-08-06 2018-06-05
28 ORACLE CORP P 2015-08-14 2018-06-14
2 TEXAS INSTRUMENTS INC P 2016-10-13 2018-07-19
11 XILINX INC P 2016-01-26 2018-08-01
17 INTEL CORP P 2016-05-13 2018-09-07
18 MARATHON PETROLEUM CORP P 2017-05-09 2018-09-28
11 PROGRESSIVE CORP P 2016-08-08 2018-10-12
33.119 AB DISCOVERY VALUE FUND-ADV P 2014-10-21 2018-10-31
3 BERKSHIRE HATHAWAY INC-CL B P 2018-07-19 2018-10-31
7 FACEBOOK INC-A P 2015-02-06 2018-10-31
5 MICROSOFT CORP P 2015-02-25 2018-10-31
2 TEXAS INSTRUMENTS INC P 2016-11-14 2018-10-31
7 EDISON INTERNATIONAL P 2016-05-18 2018-11-07
22 US BANCORP P 2014-02-21 2018-01-18
1 JOHNSON & JOHNSON P 2010-09-09 2018-02-16
25 HP INC P 2011-09-12 2018-02-23
22 EATON CORP PLC P 2016-10-14 2018-04-12
29.384 AB DISCOVERY VALUE FUND-ADV P 2012-12-26 2018-04-26
4 APPLE INC P 2013-11-18 2018-05-11
4 JOHNSON & JOHNSON P 2017-11-20 2018-05-22
25 MERCK & CO. INC. P 2012-09-25 2018-06-05
20 AMERICAN INTERNATIONAL GROUP P 2016-02-05 2018-06-15
10 DOWDUPONT INC P 2016-10-20 2018-07-20
4 XILINX INC P 2016-04-20 2018-08-01
3 NORTHROP GRUMMAN CORP P 2015-06-04 2018-09-07
3 MARATHON PETROLEUM CORP P 2017-05-24 2018-09-28
13 VERIZON COMMUNICATIONS INC P 2018-05-23 2018-10-12
52.258 AB DISCOVERY VALUE FUND-ADV P 2014-12-23 2018-10-31
2 BIOGEN INC P 2012-08-29 2018-10-31
1 GARRETT MOTION INC P 2016-05-05 2018-10-31
7 MICROSOFT CORP P 2015-04-17 2018-10-31
5 TJX COMPANIES INC P 2017-05-25 2018-10-31
6 PROGRESSIVE CORP P 2016-08-09 2018-11-13
36 US BANCORP P 2015-01-08 2018-01-18
11 JOHNSON & JOHNSON P 2010-10-01 2018-02-16
17 HP INC P 2011-11-22 2018-02-23
7 QUEST DIAGNOSTICS INC P 2017-05-08 2018-04-17
8.146 AB DISCOVERY VALUE FUND-ADV P 2014-10-21 2018-04-26
3 APPLE INC P 2014-01-08 2018-05-11
8 CDW CORP/DE P 2017-06-06 2018-05-23
1 MERCK & CO. INC. P 2016-06-10 2018-06-05
4 EDISON INTERNATIONAL P 2015-06-26 2018-07-02
8 DOWDUPONT INC P 2016-11-11 2018-07-20
1 ALPHABET INC-CL C P 2014-10-22 2018-08-16
4 SCHLUMBERGER LTD P 2013-07-24 2018-09-07
5 NORFOLK SOUTHERN CORP P 2017-02-17 2018-09-28
15 CROWN CASTLE INTL CORP P 2017-10-04 2018-10-17
123.430 AB SMALL CAP CORE PORTFOLIO P 2016-05-23 2018-10-31
2 BOEING CO/THE P 2017-07-28 2018-10-31
1 GARRETT MOTION INC P 2016-10-19 2018-10-31
6 MID-AMERICA APARTMENT COMM P 2017-06-06 2018-10-31
3 UNITEDHEALTH GROUP INC P 2015-09-04 2018-10-31
10 EDISON INTERNATIONAL P 2016-09-30 2018-11-14
13 US BANCORP P 2017-02-17 2018-01-18
1 PRICELINE GROUP INC P 2014-12-09 2018-02-16
8 HESS CORP P 2016-03-28 2018-02-27
5 QUEST DIAGNOSTICS INC P 2017-05-10 2018-04-17
47.974 AB SMALL CAP CORE PORTFOLIO P 2016-05-23 2018-04-26
10 CERNER CORP P 2017-08-29 2018-05-11
90.840 AB DISCOVERY GRWTH FUND-ADV P 2012-06-18 2018-05-30
4 ALTRIA GROUP INC P 2015-08-13 2018-06-13
12 EDISON INTERNATIONAL P 2015-10-19 2018-07-02
15434 BERNSTEIN INTERMEDIATE P 2007-10-30 2018-07-23
1 ALPHABET INC-CL C P 2015-07-20 2018-08-16
5 SCHLUMBERGER LTD P 2014-05-20 2018-09-07
3 NORFOLK SOUTHERN CORP P 2017-02-28 2018-09-28
11 CROWN CASTLE INTL CORP P 2017-10-24 2018-10-17
31.147 AB SMALL CAP CORE PORTFOLIO P 2016-06-09 2018-10-31
1 BOOKING HOLDINGS INC P 2018-10-02 2018-10-31
1 GARRETT MOTION INC P 2017-09-29 2018-10-31
3 NORFOLK SOUTHERN CORP P 2017-02-28 2018-10-31
17 VERIZON COMMUNICATIONS INC P 2018-05-23 2018-10-31
7 EDISON INTERNATIONAL P 2017-03-06 2018-11-14
9.243 BERNSTEIN INTERMEDIATE P 2007-10-30 2018-01-23
9 DEVON ENERGY CORPORATION P 2016-11-30 2018-02-20
8 HESS CORP P 2016-04-29 2018-02-27
6 APPLE INC P 2013-11-18 2018-04-18
16 BANK OF AMERICA CORP P 2013-02-05 2018-04-26
5 NORFOLK SOUTHERN CORP P 2017-02-17 2018-05-11
1 ALPHABET INC-CL C P 2014-06-23 2018-05-30
18 ALTRIA GROUP INC P 2015-09-04 2018-06-13
3 TYSON FOODS INC-CL A P 2016-03-10 2018-07-06
4 CARNIVAL CORP P 2018-04-05 2018-07-23
8 EDWARDS LIFESCIENCES P 2016-12-27 2018-08-16
5 SCHLUMBERGER LTD P 2014-10-22 2018-09-07
4 S&P GLOBAL INC P 2017-07-10 2018-09-28
9 CROWN CASTLE INTL CORP P 2017-11-21 2018-10-17
2 ADOBE INC P 2016-07-19 2018-10-31
5 CHEVRON CORP P 2018-01-19 2018-10-31
3 GOLDMAN SACHS GROUP INC P 2017-02-27 2018-10-31
5 ORACLE CORP P 2015-08-14 2018-10-31
8 VISA INC - CLASS A SHARES P 2012-06-27 2018-10-31
8 AETNA INC P 2014-10-22 2018-11-29
14 FISERV INC P 2014-09-09 2018-01-26
22 DEVON ENERGY CORPORATION P 2016-12-08 2018-02-20
5 HESS CORP P 2016-04-29 2018-03-01
14 DOWDUPONT INC P 2016-10-19 2018-04-18
9 CITIGROUP INC P 2018-01-19 2018-04-26
3 TEXAS INSTRUMENTS INC P 2016-08-04 2018-05-11
64.419 BERNSTEIN INTERNATIONAL P 2007-12-11 2018-05-30
7 ALTRIA GROUP INC P 2015-09-29 2018-06-13
15 TYSON FOODS INC-CL A P 2016-05-16 2018-07-06
7 CARNIVAL CORP P 2018-04-11 2018-07-23
3 INTEL CORP P 2016-03-04 2018-08-16
7 SCHLUMBERGER LTD P 2016-02-24 2018-09-07
11 XILINX INC P 2016-04-20 2018-09-28
9 CROWN CASTLE INTL CORP P 2018-02-27 2018-10-17
2 AETNA INC P 2014-06-24 2018-10-31
8 CITIGROUP INC P 2018-01-24 2018-10-31
6 HOME DEPOT INC P 2012-08-17 2018-10-31
15 ORACLE CORP P 2015-09-01 2018-10-31
6 WALMART INC P 2017-06-08 2018-10-31
6 AETNA INC P 2016-06-03 2018-11-29
16 FISERV INC P 2014-10-22 2018-01-26
18 DEVON ENERGY CORPORATION P 2017-07-17 2018-02-20
18 HESS CORP P 2016-08-08 2018-03-01
10 MARATHON PETROLEUM CORP P 2017-05-08 2018-04-18
1119.621 OVERLAY A PORTFOLIO P 2010-06-04 2018-04-26
5 TEXAS INSTRUMENTS INC P 2016-08-31 2018-05-11
2 EOG RESOURCES INC P 2015-10-13 2018-05-30
27 ALTRIA GROUP INC P 2015-09-29 2018-06-14
15 TYSON FOODS INC-CL A P 2016-06-10 2018-07-06
9 DOWDUPONT INC P 2016-11-11 2018-07-23
10 INTEL CORP P 2016-05-13 2018-08-16
8 VISA INC - CLASS A SHARES P 2012-06-27 2018-09-07
20 EBAY INC P 2014-10-01 2018-10-01
14.922 BERNSTEIN INTERMEDIATE P 2007-10-30 2018-10-22
2 AETNA INC P 2014-10-22 2018-10-31
23 COMCAST CORP-CLASS A P 2012-08-16 2018-10-31
5 HONEYWELL INTERNATIONAL INC P 2016-04-29 2018-10-31
7 PEPSICO INC P 2015-05-14 2018-10-31
13 WELLS FARGO & COMPANY P 2012-04-23 2018-10-31
3 AETNA INC P 2017-05-10 2018-11-29
7 ALLSTATE CORP P 2015-02-19 2018-02-01
37 INTEL CORP P 2016-03-04 2018-02-20
5 AETNA INC P 2014-06-24 2018-04-02
8 MERCK & CO. INC. P 2012-08-06 2018-04-19
5 APPLE INC P 2013-11-18 2018-05-02
4 CERNER CORP P 2017-08-29 2018-05-14
2 EOG RESOURCES INC P 2015-11-18 2018-05-30
9 ALTRIA GROUP INC P 2015-11-15 2018-06-14
9 TYSON FOODS INC-CL A P 2018-05-15 2018-07-06
1 CARNIVAL CORP P 2018-04-11 2018-07-24
1 INTUITIVE SURGICAL INC P 2016-11-09 2018-08-17
2 COSTCO WHOLESALE CORP P 2014-10-22 2018-09-10
11 EBAY INC P 2015-02-06 2018-10-01
7 CITIGROUP INC P 2018-01-19 2018-10-23
860.980 ALLIANCEBERNSTEIN GLBL RE-II P 2007-12-28 2018-10-31
1 COSTCO WHOLESALE CORP P 2014-10-22 2018-10-31
8 HP INC P 2011-11-22 2018-10-31
18 PFIZER INC P 2011-07-11 2018-10-31
5 XILINX INC P 2016-04-20 2018-10-31
14 CVS HEALTH CORP P 2018-11-29 2018-12-21
11 ALLSTATE CORP P 2015-05-29 2018-02-01
7 JOHNSON & JOHNSON P 2010-10-01 2018-02-20
3 APPLE INC P 2013-11-18 2018-04-02
3 QUEST DIAGNOSTICS INC P 2017-05-10 2018-04-19
3 BOEING CO/THE P 2017-07-28 2018-05-02
11 CERNER CORP P 2017-09-14 2018-05-14
5 MICROSOFT CORP P 2015-02-25 2018-05-30
39 AMERICAN INTERNATIONAL GROUP P 2016-02-04 2018-06-14
14 TYSON FOODS INC-CL A P 2018-06-07 2018-07-06
12 CARNIVAL CORP P 2018-04-16 2018-07-24
2 INTUITIVE SURGICAL INC P 2017-02-01 2018-08-17
9 SCHLUMBERGER LTD P 2016-02-24 2018-09-10
13 EBAY INC P 2015-08-17 2018-10-01
1 RESIDEO TECHNOLOGIES INC P 2016-04-29 2018-10-30
1 ALPHABET INC-CL C P 2015-07-20 2018-10-31
3 COSTCO WHOLESALE CORP P 2016-05-31 2018-10-31
11 HP INC P 2012-02-28 2018-10-31
5 PROCTER & GAMBLE CO/THE P 2017-03-17 2018-10-31
6 ZOETIS INC P 2017-08-28 2018-10-31
33 EXXON MOBIL CORP P 2017-12-21 2018-12-21
(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 766   487 279
b 1,185   811 374
c 777   728 49
d 849   407 442
e 507   534 -27
1,113   918 195
716   553 163
1,075   1,091 -16
55   53 2
716   482 234
67   53 14
811   595 216
842   1,070 -228
911   789 122
22   32 -10
741   558 183
664   577 87
425   332 93
211   102 109
601   404 197
751   948 -197
1,481   1,723 -242
691   406 285
657   617 40
841   666 175
710   662 48
867   433 434
373   178 195
895   405 490
752   1,082 -330
589   655 -66
666   700 -34
522   232 290
356   141 215
1,120   666 454
22   18 4
554   463 91
55   40 15
94   69 25
634   307 327
3,172   2,801 371
286   356 -70
797   853 -56
196   116 80
1,308   618 690
1,016   799 217
812   793 19
867   416 451
746   710 36
567   367 200
301   451 -150
899   1,014 -115
1,216   561 655
1,164   666 498
1,037   422 615
1,202   488 714
45   44 1
1,098   386 712
319   255 64
1,430   1,171 259
368   297 71
933   794 139
666   830 -164
212   127 85
490   459 31
143   146 -3
858   981 -123
240   246 -6
1,351   1,681 -330
746   788 -42
581   424 157
451   487 -36
658   540 118
860   292 568
606   634 -28
824   533 291
1,123   470 653
22   27 -5
744   635 109
319   202 117
501   371 130
184   149 35
411   387 24
13     13
1,486   733 753
1,287   856 431
476   508 -32
454   523 -69
551   490 61
156   202 -46
736   917 -181
717   1,062 -345
602   664 -62
526   430 96
1,375   608 767
324   152 172
1,030   650 380
585   390 195
1,081   614 467
28   12 16
658   689 -31
532   423 109
438   407 31
137   140 -3
7     7
1,061   851 210
257   171 86
203   133 70
1,397   1,032 365
1,700   966 734
360   472 -112
554   430 124
574   865 -291
650   561 89
691   417 274
690   155 535
971   456 515
245   153 92
270   221 49
669   522 147
1,083   691 392
640   671 -31
446   342 104
374   270 104
648   540 108
20     20
1,667   1,393 274
1,028   637 391
791   374 417
776   634 142
132   91 41
772   964 -192
247   263 -16
124   89 35
1,299   1,103 196
230   135 95
782   528 254
795   511 284
1,469   927 542
738   375 363
729   722 7
623   595 28
1,070   525 545
538   220 318
187   140 47
486   491 -5
1,238   889 349
133   60 73
565   253 312
1,707   1,362 345
687   515 172
753   300 453
494   553 -59
1,544   1,133 411
1,104   1,061 43
659   538 121
284   185 99
902   479 423
245   159 86
694   632 62
1,151   1,060 91
618   270 348
15   15  
753   289 464
554   376 178
430   205 225
2,026   1,584 442
1,461   680 781
384   204 180
705   751 -46
191   178 13
565   231 334
634   492 142
62   57 5
252   224 28
527   427 100
1,217   536 681
237   332 -95
904   612 292
1,598   1,474 124
1,429   1,164 265
1,077   722 355
15   21 -6
593   631 -38
791   337 454
537   722 -185
732   712 20
1,884   1,128 756
378   406 -28
503   538 -35
580   452 128
607   654 -47
1,200   636 564
229   222 7
757   773 -16
198   204 -6
1,217   666 551
297   502 -205
542   363 179
1,172   1,143 29
361   311 50
1,890   1,985 -95
15   13 2
507   363 144
978   826 152
376   556 -180
121   122 -1
311   429 -118
378   475 -97
1,069   450 619
483   188 295
762   613 149
1,063   561 502
1,031   940 91
202   199 3
233   262 -29
1,120   748 372
297   487 -190
789   595 194
959   1,003 -44
495   196 299
559   656 -97
685   748 -63
246   197 49
1,111   247 864
1,689   628 1,061
1,988   912 1,076
761   1,047 -286
229   297 -68
952   757 195
625   702 -77
328   209 119
1,175   1,627 -452
401   381 20
1,009   1,029 -20
407   450 -43
142   92 50
416   500 -84
882   508 374
959   988 -29
398   163 235
528   635 -107
1,067   341 726
737   546 191
605   473 132
1,267   719 548
2,272   1,033 1,239
622   570 52
826   1,007 -181
793   512 281
15,350   11,431 3,919
546   348 198
235   172 63
1,530   1,470 60
1,009   918 91
591   480 111
473   300 173
1,148   247 901
655   469 186
189   197 -8
398   157 241
886   393 493
732   544 188
792   684 108
698   425 273
633   429 204
691   497 194
1,707   1,137 570
840   407 433
470   356 114
888   375 513
238   261 -23
235   170 65
510   522 -12
605   602 3
58   64 -6
522   218 304
487   262 225
360   253 107
460   546 -86
9,135   9,962 -827
230   131 99
194   96 98
785   361 424
428   231 197
903   1,124 -221
1,086   743 343
920   433 487
504   225 279
304   323 -19
985   722 263
654   788 -134
492   220 272
2,137   2,127 10
942   977 -35
696   770 -74
1,044   463 581
542   643 -101
426   366 60
22   18 4
1,084   666 418
690   445 245
267   131 136
446   459 -13
549   370 179
2,264   2,767 -503
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       279
b       374
c       49
d       442
e       -27
      195
      163
      -16
      2
      234
      14
      216
      -228
      122
      -10
      183
      87
      93
      109
      197
      -197
      -242
      285
      40
      175
      48
      434
      195
      490
      -330
      -66
      -34
      290
      215
      454
      4
      91
      15
      25
      327
      371
      -70
      -56
      80
      690
      217
      19
      451
      36
      200
      -150
      -115
      655
      498
      615
      714
      1
      712
      64
      259
      71
      139
      -164
      85
      31
      -3
      -123
      -6
      -330
      -42
      157
      -36
      118
      568
      -28
      291
      653
      -5
      109
      117
      130
      35
      24
      13
      753
      431
      -32
      -69
      61
      -46
      -181
      -345
      -62
      96
      767
      172
      380
      195
      467
      16
      -31
      109
      31
      -3
      7
      210
      86
      70
      365
      734
      -112
      124
      -291
      89
      274
      535
      515
      92
      49
      147
      392
      -31
      104
      104
      108
      20
      274
      391
      417
      142
      41
      -192
      -16
      35
      196
      95
      254
      284
      542
      363
      7
      28
      545
      318
      47
      -5
      349
      73
      312
      345
      172
      453
      -59
      411
      43
      121
      99
      423
      86
      62
      91
      348
       
      464
      178
      225
      442
      781
      180
      -46
      13
      334
      142
      5
      28
      100
      681
      -95
      292
      124
      265
      355
      -6
      -38
      454
      -185
      20
      756
      -28
      -35
      128
      -47
      564
      7
      -16
      -6
      551
      -205
      179
      29
      50
      -95
      2
      144
      152
      -180
      -1
      -118
      -97
      619
      295
      149
      502
      91
      3
      -29
      372
      -190
      194
      -44
      299
      -97
      -63
      49
      864
      1,061
      1,076
      -286
      -68
      195
      -77
      119
      -452
      20
      -20
      -43
      50
      -84
      374
      -29
      235
      -107
      726
      191
      132
      548
      1,239
      52
      -181
      281
      3,919
      198
      63
      60
      91
      111
      173
      901
      186
      -8
      241
      493
      188
      108
      273
      204
      194
      570
      433
      114
      513
      -23
      65
      -12
      3
      -6
      304
      225
      107
      -86
      -827
      99
      98
      424
      197
      -221
      343
      487
      279
      -19
      263
      -134
      272
      10
      -35
      -74
      581
      -101
      60
      4
      418
      245
      136
      -13
      179
      -503
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 69,120
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 -472
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 41,750 1,328,301 0.031431
2016 102,650 1,261,663 0.081361
2015 57,625 1,313,698 0.043865
2014 64,954 1,316,886 0.049324
2013 50,648 1,223,027 0.041412
2
Total of line 1, column (d) .....................
2
0.247393
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
0.049479
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,313,760
5
Multiply line 4 by line 3......................
5
65,004
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
897
7
Add lines 5 and 6........................
7
65,901
8
Enter qualifying distributions from Part XII, line 4,.............
8
71,750
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 1 897
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 897
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 897
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,040
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,040
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 141
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet141 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    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 ofbulletJOCELYN A SLADEN Telephone no.bullet (540) 347-7748

    Located atbulletPO BOX 3043WARRENTONVA ZIP+4bullet20188
    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
    JOCELYN A SLADEN PRESIDENT
    000.00     		0 0 0
    PO BOX 3043
    WARRENTON,VA20188
    JOCELYN ALEXANDER VICE PRES
    000.00     		0 0 0
    PO BOX 3043
    WARRENTON,VA20188
    ANNE ALEXANDER ROWLEY VICE PRES
    000.00     		0 0 0
    PO BOX 3043
    WARRENTON,VA20188
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,316,820
    b
    Average of monthly cash balances.......................
    1b
    16,946
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,333,766
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,333,766
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    20,006
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,313,760
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    65,688
    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
    65,688
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    897
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    897
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    64,791
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    64,791
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    64,791
    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
    71,750
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    71,750
    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
    897
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    70,853
    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 64,791
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016...... 18,611
    e From 2017......  
    fTotal of lines 3a through e........ 18,611
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 71,750
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 64,791
    e Remaining amount distributed out of corpus 6,959
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 25,570
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		25,570
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016.... 18,611
    d Excess from 2017....  
    e Excess from 2018.... 6,959
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BULL RUN MOUNTAINS CONSERVANCY
    PO BOX 210
    BROAD RUN,VA20137     		N/A PUBLIC THE PURPOSE FOR WHICH THEY EXIST 500
    COMMUNITY QUALITY
    PO BOX 2092
    DELMAR,CA92014     		N/A PUBLIC THE PURPOSE FOR WHICH THEY EXIST 2,500
    FAUQUIER SPCA
    PO BOX 733
    WARRENTON,VA20188     		N/A PUBLIC THE PURPOSE FOR WHICH THEY EXIST 250
    MONTEREY BAY SALMON & TROUT PROJECT
    825 BIG CREEK ROAD
    DAVENPORT,CA95017     		N/A PUBLIC THE PURPOSE FOR WHICH THEY EXIST 5,000
    NATIONAL CATHEDRAL SCHOOL
    3612 WOODLEY ROAD NW
    WASHINGTON,DC20016     		N/A PUBLIC THE PURPOSE FOR WHICH THEY EXIST 1,000
    NATURE AND CULTURE INTERNATIONAL
    1400 MAIDEN LANE
    DEL MAR,CA92014     		N/A PUBLIC THE PURPOSE FOR WHICH THEY EXIST 500
    PIEDMONT ENVIRONMENTAL COUNCIL
    PO BOX 460
    WARRENTON,VA20188     		N/A PUBLIC THE PURPOSE FOR WHICH THEY EXIST 7,500
    RACHEL'S NETWORK
    1200 18TH ST NW STE 310
    WASHINGTON,DC20036     		N/A PUBLIC THE PURPOSE FOR WHICH THEY EXIST 1,000
    READINESS ACCELERATION & INNOVATION
    2304 JEFFERSON AVENUE
    TACOMA,WA98402     		N/A PUBLIC THE PURPOSE FOR WH ICH THEY EXIST 2,500
    SMITHSONIAN CONSERVATION BIOLOGY
    1500 REMOUNT ROAD
    FRONT ROYAL,VA22630     		N/A PUBLIC THE PURPOSE FOR WHICH THEY EXIST 2,500
    SOUTHERN ENVIRONMENTAL LAW CENTER
    201 W MAIN STREET 14
    CHARLOTTESVILLE,VA22902     		N/A PUBLIC THE PURPOSE FOR WHICH THEY ESIST 500
    TARGET COMMUNITY
    438 N FREDERICK AVENUE
    GAITHERSBURG,MD20877     		N/A PUBLIC THE PURPOSE FOR WHICH THEY EXIST 1,000
    THE CLIFTON INSTITUTE
    6712 BLANTYRE ROAD
    WARRENTON,VA20187     		N/A PUBLIC THE PURPOSE FOR WHICH THEY EXIST 40,000
    THE FLORA OF VIGINIA PROJECT
    PO BOX 512
    RICHMOND,VA232180512     		N/A PUBLIC THE PURPOSE FOR WHICH THEY EXIST 500
    THE PIEDMONT JOURNALISM FOUNDATION
    6537 MAIN STREET PO BOX
    THE PLAINS,VA20198     		N/A PUBLIC THE PURPOSE FOR WHICH THEY EXIST 5,000
    THE SAFINA CENTER
    80 NORTH COUNTRY ROAD
    SETAUKET,NY11733     		N/A PUBLIC THE PURPOSE FOR WHICH THEY EXIST 1,000
    VIRGINIA NATIVE PLANT SOCIETY
    400 BLANDY FARM LANE UNIT
    BOYCE,VA22620     		N/A PUBLIC THE PURPOSE FOR WHICH THEY EXIST 500
    Total .................................bullet 3a 71,750
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 93  
    4 Dividends and interest from securities....     14 27,635  
    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.....     14 28  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 69,120  
    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)..   96,876  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    96,876
    (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:
    MARJORIE SALE ARUNDEL FUND FOR
     
    THE EARTH C/O JOCELYN A SLADEN
    EIN:
    54-1531482
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 900 900    

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    MARJORIE SALE ARUNDEL FUND FOR
     
    THE EARTH C/O JOCELYN A SLADEN
    EIN:
    54-1531482
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BERNSTEIN GLOBAL WEALTH MANAGEMENT 1,187,508 1,229,619

    TY 2018 LoansFromOfficersSchedule
    Name:
    MARJORIE SALE ARUNDEL FUND FOR
     
    THE EARTH C/O JOCELYN A SLADEN
    EIN:
    54-1531482

    Item No. 1
    Lender's Name JOCELYN ARUNDEL SLADEN
    Lender's Title PRESIDENT
    Original Amount of Loan 48000
    Balance Due  
    Date of Note  
    Maturity Date  
    Repayment Terms  
    Interest Rate  
    Security Provided by Borrower  
    Purpose of Loan OPERATING EXPENSES
    Description of Lender Consideration CASH
    Consideration FMV  

    Item No. 2
    Lender's Name ANNE ALEXANDER ROWLEY
    Lender's Title VICE PRESIDENT
    Original Amount of Loan  
    Balance Due 2500
    Date of Note  
    Maturity Date  
    Repayment Terms  
    Interest Rate  
    Security Provided by Borrower  
    Purpose of Loan OPERATING EXPENSES
    Description of Lender Consideration CASH
    Consideration FMV 2500


    TY 2018 OtherExpensesSchedule
    Name:
    MARJORIE SALE ARUNDEL FUND FOR
     
    THE EARTH C/O JOCELYN A SLADEN
    EIN:
    54-1531482
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK FEES 66 66    
    INVESTMENT FEES 5,215 5,215    


    TY 2018 OtherIncomeSchedule2
    Name:
    MARJORIE SALE ARUNDEL FUND FOR
     
    THE EARTH C/O JOCELYN A SLADEN
    EIN:
    54-1531482
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION INCOME 28 28  


    TY 2018 TaxesSchedule
    Name:
    MARJORIE SALE ARUNDEL FUND FOR
     
    THE EARTH C/O JOCELYN A SLADEN
    EIN:
    54-1531482
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANNUAL REGISTRATION 25 25    
    FOREGIN TAX PAID 499 499    
    FEDERAL INCOME TAXES 508 508