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
FRANCIS J AND EDITH JACKSON FOUNDATION
SECURITY NATIONAL TRUST COMPANY
Number and street (or P.O. box number if mail is not delivered to street address)1300 CHAPLINE STREET 3RD FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WHEELING, WV26003
A Employer identification number

20-6063002
B Telephone number (see instructions)

(304) 231-1905
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,220,084J 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) 100,615
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 50,598 50,598  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 73,801
b Gross sales price for all assets on line 6a 330,559
7 Capital gain net income (from Part IV, line 2)... 73,801
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........ 225,014 124,399  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,284 9,770   514
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 975 0   975
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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.......... 11,259 9,770   1,489
25 Contributions, gifts, grants paid....... 124,800 124,800
26 Total expenses and disbursements. Add lines 24 and 25 136,059 9,770   126,289
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 88,955
b Net investment income (if negative, enter -0-) 114,629
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............. 30,002    
2 Savings and temporary cash investments......... 56,508 34,143 34,143
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)....... 1,522,171 Click to see attachment1,614,254 1,994,758
c Investments—corporate bonds (attach schedule)....... 210,582 Click to see attachment194,581 191,183
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) 1,819,263 1,842,978 2,220,084
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 attachment781 Click to see attachment666
23 Total liabilities (add lines 17 through 22)......... 781 666
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........ 1,818,482 1,842,312
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 1,818,482 1,842,312
31 Total liabilities and net assets/fund balances (see instructions). 1,819,263 1,842,978
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
1,818,482
2
Enter amount from Part I, line 27a .....................
2
88,955
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,907,437
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
65,125
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,842,312
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 BECTON DICKINSON & CO   2018-01-02 2018-01-17
b FIDELITY INTL SMALL CAP   2018-03-09 2018-11-09
c LINDE PLC COM   2018-10-31 2018-11-09
d AMAZON COM INC   2014-04-22 2018-04-05
e BLACKROCK INC   2014-03-26 2018-03-07
GELGENE CORP   2017-01-11 2018-04-05
GE CAP 5.25% 05/15/18   2018-05-15 2018-05-15
HARBOR INTL   2013-03-06 2018-06-22
HOME DEPOT INC   2014-04-22 2018-04-05
ISHARES CORE S&P SCP ETF   2014-08-06 2018-10-08
MASTERCARD INC   2016-08-26 2018-06-20
MICROSOFT CORP   2012-08-25 2018-04-05
PAYPAL HOLDINGS INC   2016-08-26 2018-04-05
PRAXAIR INC   2014-03-26 2018-10-31
T. ROWE PRICE GROUP   2015-05-26 2018-06-20
3M CO   2014-01-28 2018-06-20
UNION PACIFIC CORP   2014-05-12 2018-06-20
VULCAN MATERIALS   2016-08-26 2018-04-05
CHUBB LIMITED   2016-01-14 2018-06-20
MERCK LITIGATION PROCEEDS     2018-11-28
Capital Gains Dividends P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 122   116 6
b 75,690   85,000 -9,310
c 8,122   8,173 -51
d 21,793   4,953 16,840
e 10,876   6,227 4,649
11,105   15,088 -3,983
16,000   16,001 -1
59,282   56,237 3,045
14,320   6,384 7,936
12,559   8,012 4,547
5,053   2,406 2,647
8,214   2,725 5,489
19,496   9,379 10,117
8,173   6,561 1,612
9,344   6,064 3,280
4,945   3,246 1,699
3,568   2,395 1,173
11,666   11,571 95
7,167   6,220 947
502     502
22,562     22,562
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       6
b       -9,310
c       -51
d       16,840
e       4,649
      -3,983
      -1
      3,045
      7,936
      4,547
      2,647
      5,489
      10,117
      1,612
      3,280
      1,699
      1,173
      95
      947
      502
      22,562
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 73,801
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 116,944 2,168,582 0.053926
2016 111,488 1,889,741 0.058996
2015 110,903 1,852,992 0.059851
2014 86,983 1,779,612 0.048878
2013 75,455 1,609,141 0.046891
2
Total of line 1, column (d) .....................
2
0.268542
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
0.053708
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
2,383,514
5
Multiply line 4 by line 3......................
5
128,014
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,146
7
Add lines 5 and 6........................
7
129,160
8
Enter qualifying distributions from Part XII, line 4,.............
8
126,289
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,293
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,293
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,293
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,423
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,423
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 130
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet130 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWV
    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 ofbulletSECURITY NATIONAL TRUST CO Telephone no.bullet (304) 233-5215

    Located atbullet1300 CHAPLINE STREETWHEELINGWV ZIP+4bullet26003
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    FRANK A JACKSON TRUSTEE
    1.00     		0 0 0
    ECHO MANOR PROFESSIONAL BUILDING
    1031 NATIONAL ROAD
    WHEELING,WV26003
    PHILIP J JACKSON TRUSTEE
    1.00     		0 0 0
    30 EDGEWOOD STREET
    WHEELING,WV26003
    SECURITY NATIONAL TRUST CO TRUSTEE
    3.00     		10,284 0 0
    1300 CHAPLINE STREET 3RD FLOOR
    WHEELING,WV26003
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,373,916
    b
    Average of monthly cash balances.......................
    1b
    45,895
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,419,811
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,419,811
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    36,297
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,383,514
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    119,176
    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
    119,176
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,293
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,293
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    116,883
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    116,883
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    116,883
    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
    126,289
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    126,289
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    126,289
    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 7 116,883
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 1,467
    c From 2015...... 19,011
    d From 2016...... 17,599
    e From 2017...... 10,473
    fTotal of lines 3a through e........ 48,550
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 126,289
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 116,883
    e Remaining amount distributed out of corpus 9,406
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 57,956
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		57,956
    10 Analysis of line 9:
    a Excess from 2014.... 1,467
    b Excess from 2015.... 19,011
    c Excess from 2016.... 17,599
    d Excess from 2017.... 10,473
    e Excess from 2018.... 9,406
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SECURITY NATIONAL TRUST COMPANY
    1300 CHAPLINE ST
    WHEELING,WV26003
    (304) 233-5215
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN FORM WITH DESCRIPTION OF CHARITABLE PURPOSES AND EVIDENCE OF EXEMPTION UNDER INTERNAL REVENUE CODE SECTION 501 (C) (3).
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    TRUSTESS WILL GIVE SPECIAL CONSIDERATION TO CHARITABLE ORGANIZATIONS AND CHARITABLE PURPOSES SERVING THE NEEDS OF THE WHEELING WV METROPOLITAN AREA.
    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
    APPALACHIAN OUTREACH INC
    PO BOX 233
    GLEN DALE,WV26038     		NONE PUBLIC CHARITY CHARITABLE 3,000
    BELMONT COLLEGE FOUNDATION
    120 FOX SHANNON PLACE
    ST CLAIRSVILLE,OH43950     		NONE PUBLIC CHARITY CHARITABLE 15,000
    CATHOLIC NEGHBORHOOD CENTER - COMMUNITY OUTREACH
    125 18TH ST
    WHEELING,WV26003     		NONE PUBLIC CHARITY CHARITABLE 7,000
    FAITH IN ACTION CAREGIVERS
    38 N FOURTH ST
    MARTINS FERRY,OH43935     		NONE PUBLIC CHARITY CHARITABLE 5,000
    HOPE UNITED METHODIST CHURCH - FOOD PANTRY
    99 VALLEY BOULEVARD
    WHEELING,WV26003     		NONE PUBLIC CHARITY CHARITABLE 4,500
    HOUSE OF THE CARPENTER
    200 SOUTH FRONT STREET
    WHEELING,WV26003     		NONE PUBLIC CHARITY CHARITABLE 4,500
    FAMILY SERVICES UPPER OHIO VALLEY
    2200 MAIN ST
    WHEELING,WV26003     		NONE PUBLIC CHARITY CHARITABLE 4,500
    KING'S DAUGHTERS CHILD CARE CENTER
    61 13TH STREET
    WHEELING,WV26003     		NONE PUBLIC CHARITY CHARITABLE 4,000
    LAUGHLIN MEMORIAL CHAPEL
    128 1/2 18TH STREET PO BOX 6195
    WHEELING,WV26003     		NONE PUBLIC CHARITY CHARITABLE 4,500
    MOUNTAINEER AUTISM PROJECT
    5333 COUNTRY CLUB DRIVE
    HUNTINGTON,WV25705     		NONE PUBLIC CHARITY CHARITABLECHARITABLE 2,000
    MOUNTAINEER FOOD BANK
    484 ENTERPRISE DRIVE
    GASSAWAY,WV26624     		NONE PUBLIC CHARITY CHARITABLE 2,000
    OHIO COUNTY SCHOOLS MADISON SHOOL ANCHOR PROGRAM
    2203 NATIONAL ROAD
    WHEELING,WV26003     		NONE PUBLIC CHARITY CHARITABLE 2,000
    PURPOSEFUL PAWS INC
    PO BOX 442
    BUNKER HILL,WV25413     		NONE PUBLIC CHARITY CHARITABLE 2,000
    RUSSELL NESBITT SERVICES
    431 FULTON STREET
    WHEELING,WV26003     		NONE PUBLIC CHARITY CHARITABLE 2,000
    ST JAMES EVANGELICAL LUTHERN CHURCH
    1409 CHAPLINE STREET
    WHEELING,WV26003     		NONE PUBLIC CHARITY CHARITABLE 4,500
    ST LUKES EPISCOPAL CHURCH
    200 SOUTH PENN STREET
    WHEELING,WV26003     		NONE PUBLIC CHARITY CHARITABLE 2,800
    THE COMMUNITY FOUNDATION FOR THE OHIO VALLEY AMAZING RAISE LOCAL INCENTITIV
    1310 MARKET STREET SUITE 1
    WHEELING,WV26003     		NONE PUBLIC CHARITY CHARITABLE 5,000
    THE SALVATION ARMY WHEELING
    140 16TH STREET
    WHEELING,WV26003     		NONE PUBLIC CHARITY CHARITABLE 4,500
    THE SOUP KITCHEN OF GREATER WHEELING
    1610 EOFF STREET PO BOX 546
    WHEELING,WV26003     		NONE PUBLIC CHARITY CHARITABLE 4,500
    WEST LIBERTY UNIVERSITY FOUNDATION
    208 UNIVERSITY DRIVE
    WEST LIBERTY,WV26074     		NONE PUBLIC CHARITY CHARITABLE 15,000
    WVNCC FOUNDATION INC
    1704 MARKET STREET
    WHEELING,WV26003     		NONE PUBLIC CHARITY CHARITABLE 15,000
    YOUTH SERVICES SYSTEM INC
    87 FIFTEENTH STREET
    WHEELING,WV26003     		NONE PUBLIC CHARITY CHARITABLE 7,000
    YWCA OF WHEELING
    1100 CHAPLINE STREET
    WHEELING,WV26003     		NONE PUBLIC CHARITY CHARITABLE 4,500
    Total .................................bullet 3a 124,800
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 50,598  
    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 73,801  
    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).. 0 124,399 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    124,399
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    FRANCIS J AND EDITH JACKSON FOUNDATION
    SECURITY NATIONAL TRUST COMPANY
    Employer identification number

    20-6063002
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    FRANCIS J AND EDITH JACKSON FOUNDATION
    SECURITY NATIONAL TRUST COMPANY         		Employer identification number
    20-6063002
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    FRANK A JACKSON & PHILIP J JACKSON PARTNERSHIP
     
    1031 NATIONAL ROAD
     
    WHEELING, WV26003

    		$ 100,615


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    FRANCIS J AND EDITH JACKSON FOUNDATION
    SECURITY NATIONAL TRUST COMPANY         		Employer identification number

    20-6063002
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 10 SHS AMAZON.COM INC COM $ 15,205 2018-02-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 100 SHS MICROSOFT CORP COM $ 9,467 2018-02-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 85 SHS ABBOTT LABS COM $ 5,099 2018-05-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 20 SHS GOLDMAN SACHS GROUP $ 4,856 2018-05-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 45 SHS JP MORGAN CHASE & CO COM $ 5,112 2018-05-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 25 SHS THERMO FISHER SCIENTIFIC COM $ 5,290 2018-05-10
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    FRANCIS J AND EDITH JACKSON FOUNDATION
    SECURITY NATIONAL TRUST COMPANY         		Employer identification number

    20-6063002
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 40 SHS VISA INC COM $ 5,249 2018-05-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 5 SHS AMAZON.COM INC COM $ 9,471 2018-08-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 25 SHS COSTCO WHOLESAL CO $ 5,580 2018-08-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 50 SHS MICROSOFT CORP COM $ 5,404 2018-08-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 20 SHS THERMO FISCHER SCIENTIFIC $ 4,611 2018-08-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 10 SHS AMAZON.COM INC COM $ 16,555 2018-12-06
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    FRANCIS J AND EDITH JACKSON FOUNDATION
    SECURITY NATIONAL TRUST COMPANY         		Employer identification number

    20-6063002
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 55 SHS PAYPAL HOLDINGS, INC $ 4,597 2018-12-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 30 SHS VISA INC COM $ 4,119 2018-12-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    FRANCIS J AND EDITH JACKSON FOUNDATION
    SECURITY NATIONAL TRUST COMPANY         		Employer identification number

    20-6063002
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    FRANCIS J AND EDITH JACKSON FOUNDATION
     
    SECURITY NATIONAL TRUST COMPANY
    EIN:
    20-6063002
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 975 0   975

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    FRANCIS J AND EDITH JACKSON FOUNDATION
     
    SECURITY NATIONAL TRUST COMPANY
    EIN:
    20-6063002
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FEDERATED ULTRASHORT BOND NF/CD 84,900 84,336
    MERCK & CO INC. 3.875% 14,943 15,307
    METROPOLITAN WEST TOTAL RETURN BOND 79,735 76,473
    PEPSICO 3.125% 11/1/20 15,003 15,067

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    FRANCIS J AND EDITH JACKSON FOUNDATION
     
    SECURITY NATIONAL TRUST COMPANY
    EIN:
    20-6063002
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT&T INC. 8,706 8,562
    ABBOTT LABORATORIES 12,008 28,787
    ABBVIE 7,437 12,446
    AIR PRODS & CHEMS INC 6,086 8,803
    ALPHABET INC 18,578 36,246
    ALTRIA GROUP INC 8,086 9,878
    AMAZON COM 20,485 97,628
    AMERICAN CENTURY MID CAP VALUE 38,111 36,167
    AMERICAN TOWER CORP 5,450 6,328
    APPLE INC 12,663 26,500
    AUTOMATIC DATA PROCESSING INCOM 15,486 26,224
    BB&T COrp 15,122 14,079
    BAXTER INTL INC 7,614 13,493
    BECTON DICKINSON 7,564 7,886
    BLACKROCK INC 18,681 23,569
    CVS HEALTH CORP 8,568 8,190
    CHEVRON CORP 13,771 21,758
    CISCO SYSTEMS 7,985 17,765
    COCA COLA CO 6,159 12,216
    COSTCO WHSL CORP NEW 26,753 47,872
    DIGITAL REALTY TRUST 5,694 5,328
    DODGE & COX INTNL STOCK 25,000 19,459
    DOMINION ENERGY INC VA COM 9,440 8,933
    DOWDUPONT 6,590 6,952
    EOG RES INC 15,364 13,954
    EATON VANCE FLOATING RATE I 36,469 34,840
    EDISON INTL 8,974 7,096
    EXELON CORP 7,032 9,020
    EXXON MOBIL CORP 4,912 7,842
    FACEBOOK INC 14,912 17,697
    DFEDERATED HIGH YIELD INSTL 20,168 18,335
    FIDELITY ADVISOR HIGH INCOME ADV 33,500 34,291
    FIDELITY DIVERSIFIED INTERNATIONAL 33,301 31,883
    GILEAD SCIENCES INC 10,059 7,819
    GOLDMAN SACHS GROUP INC 22,908 23,387
    HARDING LOEVNER INTL EQUITY 74,900 62,911
    HOME DEPOT INC 15,962 34,364
    INTEL CORP 8,064 14,079
    ISHARES MSCI EMG MKT ETF 83,664 72,261
    ISHARES MSCI EAFE ETF 37,288 32,329
    ISHARES TR CORE S&P MCP ETF 51,316 62,273
    ISHARES TR CORE S&P SCP ETF 41,663 54,069
    JPMORGAN CHASE & CO 22,128 35,631
    JOHNSON & JOHNSON 10,038 12,905
    LILLY ELI & CO 8,968 17,937
    LOWES COS INC 17,399 34,635
    MASTERCARD INC 14,435 28,298
    MERCK & CO INC NEW 16,638 21,777
    METLIFE INC 10,371 9,033
    MICROSOFT CORP 10,342 40,628
    NORTHERN SMALL CAP VALUE 63,537 52,809
    ORACLE CORP 17,119 18,060
    PPG INDS INC 6,784 7,156
    PAYPAL HLDGS INC 17,068 38,261
    PEPSICO INC 12,792 16,572
    PFIZER INC 10,223 15,278
    T ROWE PRICE GROUP 13,085 18,464
    PRIMECAP ODYSSEY AGGRESSIVE GROWTH 54,386 64,567
    PROCTOR & GAMBLE CO 16,096 18,384
    PUBLIC STORAGE COM 5,382 5,060
    T ROWE PRICE NEW HORIZONS 63,266 65,738
    TEMPLETON GLOBAL BOND 46,162 42,578
    THERMO FISHER SCIENTIFIC INC 23,705 44,758
    3M CO 12,983 19,054
    UNION PAC CORP 11,977 17,279
    UNITED PARCEL SERVICE INC. 9,132 12,094
    UNITED TECHNOLOGIES CORP 14,944 13,310
    VANGUARD INTERM-TERM INVEST GRADE ADM 79,349 75,286
    VANGUARD SHORT-TERM INVEST GRADE ADM 143,310 139,982
    VERIZON COMMUNICATIONS INC 9,829 11,244
    VISA INC COM CL A 17,636 31,666
    VULCAN MATERIALS 11,571 9,880
    CHUBB LIMITED 11,106 12,915

    TY 2018 OtherDecreasesSchedule
    Name:
    FRANCIS J AND EDITH JACKSON FOUNDATION
     
    SECURITY NATIONAL TRUST COMPANY
    EIN:
    20-6063002
    Description Amount
    FAIR MARKET VALUE VS COST BASIS NONCASH CONTRIBUTIONS 65,125


    TY 2018 OtherLiabilitiesSchedule
    Name:
    FRANCIS J AND EDITH JACKSON FOUNDATION
     
    SECURITY NATIONAL TRUST COMPANY
    EIN:
    20-6063002
    Description Beginning of Year - Book Value End of Year - Book Value
    OTHER POSTINGS 781 666