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
AT BRIGHTWELL TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2450
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MONTGOMERY, AL361022450
A Employer identification number

63-6019162
B Telephone number (see instructions)

(334) 230-6100
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$1,701,209J 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 23,428 23,428  
4 Dividends and interest from securities... 30,706 30,706  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,978
b Gross sales price for all assets on line 6a 551,854
7 Capital gain net income (from Part IV, line 2)... 19,978
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).......      
12 Total. Add lines 1 through 11........ 74,112 74,112  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,191 5,667   10,524
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 2,150     2,150
c Other professional fees (attach schedule)....        
17 Interest............... 691 691    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,048      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,080 6,358   12,674
25 Contributions, gifts, grants paid....... 84,713 84,713
26 Total expenses and disbursements. Add lines 24 and 25 104,793 6,358   97,387
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -30,681
b Net investment income (if negative, enter -0-) 67,754
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............. 71,545 49,171 49,171
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).......      
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).......... 1,516,199 Click to see attachment1,505,692 1,649,526
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment249 Click to see attachment2,512 Click to see attachment2,512
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,587,993 1,557,375 1,701,209
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)   Click to see attachment63
23 Total liabilities (add lines 17 through 22).........   63
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 1,587,993 1,557,312
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)..... 1,587,993 1,557,312
31 Total liabilities and net assets/fund balances (see instructions). 1,587,993 1,557,375
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
1,587,993
2
Enter amount from Part I, line 27a .....................
2
-30,681
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,557,312
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
1,557,312
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 SHORT TERM GAINS (LOSSES) P    
b SEE SALES DETAIL ATTACHMENT P    
c LONG TERM GAINS (LOSSES) P    
d SEE SALES DETAIL ATTACHMENT P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 98,220   99,395 -1,175
b        
c 453,634   432,481 21,153
d        
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,175
b        
c       21,153
d        
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 19,978
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 19,978
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 89,144 1,827,843 0.048770
2016 82,335 1,749,047 0.047074
2015 85,752 1,754,321 0.048880
2014 82,290 1,776,096 0.046332
2013 82,198 1,715,397 0.047918
2
Total of line 1, column (d) .....................
2
0.238974
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
0.047795
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,783,693
5
Multiply line 4 by line 3......................
5
85,252
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
678
7
Add lines 5 and 6........................
7
85,930
8
Enter qualifying distributions from Part XII, line 4,.............
8
97,387
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 1 678
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........................... 3 678
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- ..... 5 678
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,520
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 1,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 842
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet680 RefundedBullet 11 162
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)
    bulletAL
    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 addressbulletNONE
    14
    The books are in care ofbulletREGIONS BANK TRUST DEPARTMENT Telephone no.bullet (334) 230-6100

    Located atbullet201 MONROE STREET SUITE 280MONTGOMERYAL ZIP+4bullet36104
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    REGIONS BANK TRUST DEPARTMENT TRUSTEE
    5.00     		16,191 0 0
    201 MONROE STREET SUITE 280
    MONTGOMERY,AL36104
    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
    1,788,496
    b
    Average of monthly cash balances.......................
    1b
    22,360
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,810,856
    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
    1,810,856
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    27,163
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,783,693
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    89,185
    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
    89,185
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    678
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    678
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    88,507
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    88,507
    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
    88,507
    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
    97,387
    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
    97,387
    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
    678
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    96,709
    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 88,507
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 84,713
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 97,387
    a Applied to 2017, but not more than line 2a 84,713
    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..... 12,674
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		75,833
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AT BRIGHTWELL SCHOOL
    PO BOX 360
    LEXINGTON,GA30648     		    EDUCATIONAL 84,713
    Total .................................bullet 3a 84,713
    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 23,428  
    4 Dividends and interest from securities....     14 30,706  
    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 19,978  
    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)..   74,112  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    74,112
    (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:
    AT BRIGHTWELL TRUST
    EIN:
    63-6019162
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 200     200
    TAX PREP FEES 1,950     1,950

    TY 2018 InvestmentsOtherSchedule2
    Name:
    AT BRIGHTWELL TRUST
    EIN:
    63-6019162
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALLIANT CORP AT COST 12,031 19,139
    ALTRIA GROUP AT COST    
    AMERICAN EXPRESS CREDIT CORP 2.75% AT COST 8,997 8,908
    AMGEN INC CALLABLE DTD AT COST 8,958 8,518
    ANHEUSER BUSCH INBEV WOR DTD AT COST    
    APPLE INC DTD 1% 05/03/18 AT COST    
    APPLE INC AT COST    
    ARTHUR J GALLAGHER & CO AT COST 7,069 22,552
    ASTRAZENECA PLC DTD AT COST    
    AT&T INC AT COST 18,036 17,552
    AT&T INC 5.6% 5/15/18 AT COST    
    AT&T INC CALLABLE DTD 4.5% AT COST 8,802 8,080
    BANK OF AMERICA CORP AT COST 29,882 26,143
    BANK OF AMERICA CORP AT COST 7,606 8,792
    BANK OF AMERICA CORP AT COST    
    BANK OF MONTREAL SERIES AT COST 8,996 8,932
    BB&T CORP AT COST 9,478 17,717
    BIOGEN INC AT COST 18,264 17,866
    BLACKROCK INC AT COST 6,597 15,713
    BRISTOL MYERS SQUIBB CO AT COST 11,074 8,733
    CAPITAL ONE FINANCIAL CORP AT COST 8,999 8,884
    CHEVON CORP DTD AT COST 23,021 27,524
    CHUBB LIMITED AT COST 22,060 25,965
    CISCO SYSTEMS INC AT COST    
    CISCO SYSTEMS INC CALLABLE 5.5% 02/2 AT COST    
    CITIGROUP INC DTD 1.25% 1/15/16 AT COST    
    COCA COLA CO AT COST 18,511 20,787
    COMCAST CORP 5.7% 7/1/19 AT COST 20,084 19,749
    DEUTSCHE BANK AG LONDON DTD AT COST    
    DOMINION RES INC AT COST 8,830 17,293
    EATON CORP PLC AT COST 14,944 18,264
    ELI LILLY & CO AT COST 16,302 27,426
    EXXON MOBIL CORP AT COST 29,240 25,162
    FANNIE MAE POOL 667019 5.5% 11/1/32 AT COST 5,337 5,584
    FANNIE MAE POOL 725424 5.5% 4/1/34 AT COST 3,181 3,288
    FANNIE MAE POOL 735580 5% 6/1/35 AT COST 1,885 1,926
    FANNIE MAE POOL 745079 5% 12/1/20 AT COST 807 817
    FANNIE MAE POOL 888021 6% 12/1/36 AT COST 1,115 1,155
    FANNIE MAE POOL 888268 6% 3/1/37 AT COST 3,505 3,728
    FANNIE MAE POOL 906211 6% 1/1/37 AT COST 368 393
    FANNIE MAE POOL AT COST    
    FANNIE MAE POOL 995428 5.5% 11/1/23 AT COST 539 543
    FANNIE MAE POOL AA7236 4% 6/1/39 AT COST 1,428 1,428
    FANNIE MAE POOL AD0336 5% 2/1/24 AT COST 589 592
    FANNIE MAE POOL AD6432 4.5% 6/1/40 AT COST 1,170 1,187
    FANNIE MAE POOL AE0981 3.5% 3/1/41 AT COST 3,694 3,610
    FANNIE MAE POOL AE3066 3.5% 9/1/25 AT COST 1,887 1,892
    FANNIE MAE POOL AH5575 4% 2/1/41 AT COST 2,862 2,887
    FANNIE MAE POOL AH6827 4% 3/1/26 AT COST 1,729 1,749
    FANNIE MAE POOL AJ7715 3% 12/1/26 AT COST 5,556 5,393
    FANNIE MAE POOL AL0393 4.5% 6/1/41 AT COST 1,680 1,708
    FANNIE MAE POOL AQ0546 3.5% 11/1/42 AT COST 4,211 4,253
    FANNIE MAE POOL AS6191 3.5% 11/1/45 AT COST 6,429 6,233
    FANNIE MAE POOL AT2062 2.5% 4/1/28 AT COST 4,167 4,108
    FANNIE MAE POOL AT2720 3% 5/1/43 AT COST 6,066 5,843
    FANNIE MAE POOL AU3735 3% 8/1/43 AT COST 6,720 6,608
    FANNIE MAE POOL MA1062 3% 5/1/27 AT COST 2,383 2,349
    FEDERAL HOME LOAN MORTGAGE CORP AT COST 28,058 26,705
    FIFTH THIRD BANK CALLABLE DTD AT COST 8,993 8,786
    FORD MOTOR CREDIT 1.724% 12/06/17 AT COST 9,124 8,819
    FREDDIE MAC GOLD A95147 4% 11/1/40 AT COST 2,746 2,714
    FREDDIE MAC GOLD G05408 5% 12/1/36 AT COST 1,197 1,215
    FREDDIE MAC GOLD G05937 4.5% 8/1/40 AT COST 1,141 1,153
    FREDDIE MAC GOLD G08323 5% 2/1/39 AT COST 905 891
    FREDDIE MAC GOLD G08344 4.5% 5/1/39 AT COST 1,650 1,637
    FREDDIE MAC GOLD G08582 4% 4/1/44 AT COST 681 670
    FREDDIE MAC GOLD G08681 3.5% 121/45 AT COST 10,674 10,417
    FREDDIE MAC GOLD G18536 2.5% 1/1/30 AT COST 9,225 8,904
    FREDDIE MAC GOLD G18557 3% 6/1/30 AT COST 5,170 5,056
    FREDDIE MAC GOLD G60080 3.5% 6/1/45 AT COST 6,030 5,887
    FREDDIE MAC GOLD J17508 3% 12/1/26 AT COST 4,942 4,805
    GENERAL ELECTRIC CAPITAL CORP AT COST    
    GENERAL ELECTRIC CO AT COST 8,069 8,010
    GILEAD SCIENCES INC CALLABLE DTD AT COST 9,016 8,822
    GOLDMAN SACHS GROUP INC 7.5% 2/15/19 AT COST    
    HASBRO INC AT COST 13,817 18,119
    HELMERICH & PAYNE INC AT COST 17,615 14,238
    HOLLYFRONTIER CORPORATION AT COST    
    HOME DEPOT INC AT COST 20,299 18,900
    INTEL CORP AT COST 9,003 9,095
    INTERNATIONAL BUS MACH 1.95% 07/22/ AT COST    
    INVESCO LTD AT COST 9,280 4,587
    J P MORGAN CHASE & CO AT COST 10,064 28,115
    J P MORGAN CHASE & CO 6.3% 4/23/19 AT COST    
    JOHN DEERE CAPITAL 2.3% 09/16/19 AT COST 8,999 8,949
    KAR AUCTION SERVICES INC AT COST    
    KRAFT HEINZ CO AT COST 19,326 13,730
    KROGER CO CALLABLE DTD AT COST 8,919 8,014
    LOCKHEED MARTIN CORP AT COST 16,013 16,758
    LOCKHEED MARTIN CORP CALLABLE AT COST    
    LYONDELLBASELL INDUSTRIES CL A AT COST 14,715 16,050
    MERCK & CO. INC. AT COST 20,662 39,504
    METLIFE INC AT COST 17,025 15,644
    MICROSOFT CORP AT COST 10,409 21,939
    MOLSON COORS BREWING 5% 05/01/42 AT COST 8,846 8,471
    MORGAN STANLEY 3.7% 10/23/14 AT COST 9,041 8,851
    MORGAN STANLEY 5.625% 9/23/19 AT COST    
    NEXTERA ENERGY, INC. AT COST 6,273 22,249
    OCCIDENTAL PETE CORP AT COST 10,439 8,961
    OMNICOM GROUP INC AT COST 22,378 19,921
    ORACLE CORP 5.75% 4/15/18 AT COST    
    PEPSICO INC AT COST 5,681 9,391
    PFIZER INC AT COST 15,137 19,643
    PFIZER INC 6.2% 3/15/19 AT COST    
    PPL CORP AT COST 22,682 16,403
    PROCTER & GAMBLE CO AT COST 19,572 20,590
    PRUDENTIAL FINANCIAL 4.5% 11/15/20 AT COST 8,056 14,271
    PRUDENTIAL FINANCIAL INC AT COST 7,963 8,183
    QUALCOMM INC AT COST 16,734 17,585
    RAYTHEON CO AT COST 2,836 8,281
    REGAL ENTMT GROUP CL A AT COST    
    SABRE CORP AT COST 12,006 11,426
    SCHLUMBERGER LTD AT COST 37,009 17,571
    SHELL INTL FIN DTD AT COST    
    SUNTRUST BKS INC 3.5% 01/20/17 AT COST 8,990 8,778
    TEVA PHARMACEUTICALS AT COST    
    TORONTO-DOMINION BANK SERIES MTN AT COST    
    TOYOTA MOTOR CREDIT 3.4% 09/15/21 AT COST 9,011 9,071
    UNITED PARCEL SERVICE INC AT COST 20,178 16,873
    US BANCORP DEL AT COST 8,722 16,955
    US TREAS 6.25% 8/15/23 AT COST    
    US TREAS DTD 1.75% 5/15/23 AT COST    
    US TREAS DTD 2.875% 5/15/43 AT COST 26,235 31,290
    US TREASURY 1.25% 1/31/2020 AT COST    
    US TREASURY 1.625% 5/15/2026 AT COST    
    US TREASURY .75% 7/15/2019 AT COST    
    VALERO ENERGY CORP CALLABLE DTD AT COST 8,915 8,256
    VERIZON COMMUNICATIONS AT COST 12,247 22,488
    VERIZON COMMUNICATIONS DTD AT COST 8,369 8,966
    WALMART STORES INC AT COST 13,587 19,375
    WALGREENS BOOTS ALL 3.8% 11/18/24 AT COST 9,047 8,863
    WASTE MANAGEMENT INC AT COST 7,816 21,535
    WELLS FARGO AT COST    
    WELLS FARGO 4.65% 11/04/44 AT COST 8,941 8,473
    WESTROCK COMPANY AT COST    
    CLOROX CO/THE AT COST 20,300 23,892
    MCCORMICK & CO INC AT COST 19,088 25,620
    ONEOK INC AT COST 10,288 9,657
    MSC INDUSTRIAL DIRECT CO AT COST 9,700 8,615
    NASDAQ INC AT COST 19,124 18,272
    WILLIAMS-SONOMA INC AT COST 10,054 8,324
    AIR LEASE CORP 2.125% 1/15/20 AT COST 8,856 8,870
    AMERICAN HONDA FINANCE 2.65% 2/12/21 AT COST 12,982 12,854
    APPLE INC 2/1% 9/12/22 AT COST 8,930 8,696
    APPLE INC 2/3% 5/11/22 AT COST 8,974 8,783
    BP CAPITAL MARKETS AMERICA INC 3.796 AT COST 9,007 9,043
    CISCO SYSTEMS INC 2/5% 9/20/26 AT COST 9,000 8,390
    CITIGROUP INC 2.65% 10/26/20 AT COST 12,984 12,827
    COMCAST CORP 4% 3/1/48 AT COST 9,500 9,112
    CSX CORP 3.8% 3/1/28 AT COST 8,977 8,830
    CVS HEALTH CORP 3.125% 3/9/20 AT COST 8,007 7,984
    DOW DUPONT INC 4.205% 11/15/23 AT COST 8,000 8,177
    DUKE ENERGY CORP 2.4% 8/15/22 AT COST 8,790 8,647
    FANNIE MAE AS9585 4% 5/1/47 AT COST 17,793 17,880
    FANNIE MAE BH9288 4% 2/1/48 AT COST 16,519 16,409
    FANNIE MAE CA0853 3.5% 12/1/47 AT COST 16,629 17,836
    FNMA 2.125% 4/24/26 AT COST 8,309 8,573
    GILEAD SCIENCES INC AT COST 19,993 16,576
    GOLDMAN SACHS GROUP 2.905% 7/24/23 AT COST 8,884 8,573
    IBM CREDIT LLC 3.6% 11/30/21 AT COST 8,998 9,081
    IBMC 3.45% 2/19/26 AT COST 9,002 8,753
    JPMORGAN CHASE 3.782% 2/1/28 AT COST 18,386 17,473
    MORGAN STANLEY 2.75% 5/19/22 AT COST 9,058 8,756
    ORACLE 2.625% 2/15/23 AT COST 8,965 8,778
    TD AMERITRADE HOLDING 3.75% 4/1/24 AT COST 8,979 9,152
    THE CHARLES SCHWAB 3.25% 5/21/21 AT COST 9,006 9,044
    TOYOTA MOTOR 2.95% 4/13/21 AT COST 8,995 9,001
    US TREAS 3% 2/15/48 AT COST 17,482 17,917
    WALMART INC 3.55% 6/26/25 AT COST 8,979 9,099
    WELS FARGO 2.6% 1/15/21 AT COST 8,993 8,888
    BANK OF NOVA 1.85% 4/14/20 AT COST 8,831 8,897
    EQUINOR ASA 3.7% 3/1/24 AT COST 8,105 8,149
    LLOYDS BANKING GROUP 4.375% AT COST 8,999 8,538
    PROVINCE OF BRITISH COLUMBIA 2.65% AT COST 8,918 8,991
    ROYAL BANK OF CANADA 2.5% AT COST 8,994 8,897
    3M COMPANY COM STK AT COST    
    AIR PRODUCTS & CHEMICALS INC AT COST 18,747 19,846

    TY 2018 OtherAssetsSchedule
    Name:
    AT BRIGHTWELL TRUST
    EIN:
    63-6019162
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST PAID 7 66 66
    PROCEEDS RECEIVABLE 242 1,886 1,886
    INTEREST RECEIVABLE   560 560


    TY 2018 OtherLiabilitiesSchedule
    Name:
    AT BRIGHTWELL TRUST
    EIN:
    63-6019162
    Description Beginning of Year - Book Value End of Year - Book Value
    FEES PAYABLE   63


    TY 2018 TaxesSchedule
    Name:
    AT BRIGHTWELL TRUST
    EIN:
    63-6019162
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 1,048