Form990-PF
Click to see attachment

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 05-01-2018 , and ending 04-30-2019
Name of foundation
THE BUCK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)14442 E Highway 12
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Rogers, AR72756
A Employer identification number

71-0824287
B Telephone number (see instructions)

(479) 925-1000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,389,831J 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) 500
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,691 3,691 3,691
4 Dividends and interest from securities... 251,777 251,777 251,777
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,466
b Gross sales price for all assets on line 6a 112,522
7 Capital gain net income (from Part IV, line 2)... 10,466
8 Net short-term capital gain......... 5,966
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........ 266,434 265,934 261,434
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,437 609   1,828
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 4,400 440   3,960
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,888 7,888    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 3,954 3,954    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,679 12,891   5,788
25 Contributions, gifts, grants paid....... 264,130 264,130
26 Total expenses and disbursements. Add lines 24 and 25 282,809 12,891   269,918
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -16,375
b Net investment income (if negative, enter -0-) 253,043
c Adjusted net income (if negative, enter -0-)... 261,434
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............. 234,552 230,869 230,869
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.......... 5,084    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,697,809 Click to see attachment1,800,010 2,630,826
c Investments—corporate bonds (attach schedule)....... 1,315,320 Click to see attachment1,205,511 1,206,670
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,189,148 Click to see attachment2,189,148 2,321,466
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,500 Click to see attachment1,500  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,443,413 5,427,038 6,389,831
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 5,443,413 5,427,038
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)..... 5,443,413 5,427,038
31 Total liabilities and net assets/fund balances (see instructions). 5,443,413 5,427,038
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
5,443,413
2
Enter amount from Part I, line 27a .....................
2
-16,375
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,427,038
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
5,427,038
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 LORD ABBET BOND BEBENTURE A P 2018-01-01 2018-12-31
b 3600 WELLS FARGO PREFERRED SHARES P 2011-04-06 2018-09-17
c LORD ABBET BOND BEBENTURE A P 2017-01-01 2018-12-31
d INCOME FUND OF AMERICA - FUND A P 2017-01-01 2018-12-31
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 5,966     5,966
b 90,000   102,056 -12,056
c 12,607     12,607
d 3,949     3,949
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       5,966
b       -12,056
c       12,607
d       3,949
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 10,466
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 5,966
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 272,209 6,136,690 0.04436
2016 257,250 5,931,507 0.04337
2015 257,500 5,719,345 0.04502
2014 258,202 6,175,193 0.04181
2013 255,231 5,923,947 0.04309
2
Total of line 1, column (d) .....................
2
0.217649
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
0.043530
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
6,077,191
5
Multiply line 4 by line 3......................
5
264,540
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,530
7
Add lines 5 and 6........................
7
267,070
8
Enter qualifying distributions from Part XII, line 4,.............
8
269,918
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 2,530
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 2,530
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 2,530
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,280
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 3,280
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 10 750
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet750 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
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)
    bullet
    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 addressbulletbuckforscholarships.com
    14
    The books are in care ofbulletRick Buck Telephone no.bullet (479) 925-1000

    Located atbullet14442 E HWY 12RogersAR ZIP+4bullet727568088
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    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
     
    No
    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
     
    No
    .........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
     
    No
    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
    RICHARD E BUCK Vice President
    2.00     		0    
    14442 E HWY 12
    ROGERS,AR72756
    JAN G BUCK President
    3.00     		0    
    14442 E HWY 12
    ROGERS,AR72756
    JOHN GARNER BUCK Secretary
    1.00     		0    
    14442 E HWY 12
    ROGERS,AR72756
    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  
    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
    5,952,201
    b
    Average of monthly cash balances.......................
    1b
    217,536
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,169,737
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    6,169,737
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    92,546
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,077,191
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    303,860
    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
    303,860
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,530
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,530
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    301,330
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    301,330
    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
    301,330
    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
    269,918
    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
    269,918
    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
    2,530
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    267,388
    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 7 301,330
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 116,442
    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$ 269,918
    a Applied to 2017, but not more than line 2a 116,442
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 153,476
    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 ..........     		147,854
    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 e-mail address of the person to whom applications should be addressed:
    ROGERS HIGH SCHOOL
    2300 S DIXIELAND RD
    ROGERS,AR72758
    (479) 636-2202
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS AND SCHLOARSHIP INFORMATION CAN BE OBTAINED FROM THE GIUDANCE COUNSELOR'S OFFICE OF THIS HIGH SCHOOL.ANY STUDENT WHO HAS RECEIVED A SCHOLARSHIP FROM THE ROGERS COMMUNITY BASED SCHOLARSHIP PROGRAM MAY APPLY FOR UPPERCLASSMEN SCHOLARSHIPS THROUGH THE WEBSITE: WWW.BUCKFORSCHOLARSHIPS.COM. ALSO, A GRADUATE SCHOOL SCHOLARSHIP MAY BE AVAILABLE TO A PRIOR BUCK SCHOLARSHIP RECIPIENT. SEE WEBSITE FOR DETAILS.OTHER SCHOLARSHIP INFORMATION MAY BE AVAILABLE FROM TIME TO TIME THROUGH THE WEBSITE OR THE ROGERS DEVELPOMENT FOUNDATION, 317 WEST WALNUT, ROGERS, ARKANSAS 72756 479-636-1240, 479-636-5485 (FAX), OR EMAIL MAY BE DIRECTED TO INFO@ROGERSLOWELL.COM.THE APPLICATIONS MAY BE OBTAINED FROM THE GUIDANCE COUNSELOR'S OFFICE AND THE WEBSITE.SCHOLARSHIPS AT PRESENT ARE LIMITED TO STUDENTS GRADUATING FROM BENTON COUNTY, ARKANSAS, SCHOOLS AND RECIPIENTS OF ROGERS COMMUNITY BASED SCHOLARSHIPS. FACTORS INCLUDE SCHOLASTIC ABILITY, NEED, COMMUNITY AND SCHOOL SERVICE AMONG OTHERS.IN ADDITION, TH
    cAny submission deadlines:
    THE SUBMISSION DEADLINES VARY FROM YEAR TO YEAR. GENERALLY,
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SCHOLARSHIPS AT PRESENT ARE LIMITED TO STUDENTS GRADUATING FROM BENTON COUNTY, ARKANSAS, SCHOOLS AND RECIPIENTS OF ROGERS COMMUNITY BASED SCHOLARSHIPS. FACTORS INCLUDE SCHOLASTIC ABILITY, NEED, COMMUNITY AND SCHOOL SERVICE AMONG OTHERS.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ROGERS HERITAGE HIGH SCHOOL
    1114 S 5TH STREET
    ROGERS,AR72756
    (479) 631-3579
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS AND SCHLOARSHIP INFORMATION CAN BE OBTAINED FROM THE GIUDANCE COUNSELOR'S OFFICE OF THIS HIGH SCHOOL.ANY STUDENT WHO HAS RECEIVED A SCHOLARSHIP FROM THE ROGERS COMMUNITY BASED SCHOLARSHIP PROGRAM MAY APPLY FOR UPPERCLASSMEN SCHOLARSHIPS THROUGH THE WEBSITE: WWW.BUCKFORSCHOLARSHIPS.COM. ALSO, A GRADUATE SCHOOL SCHOLARSHIP MAY BE AVAILABLE TO A PRIOR BUCK SCHOLARSHIP RECIPIENT. SEE WEBSITE FOR DETAILS.OTHER SCHOLARSHIP INFORMATION MAY BE AVAILABLE FROM TIME TO TIME THROUGH THE WEBSITE OR THE ROGERS DEVELPOMENT FOUNDATION, 317 WEST WALNUT, ROGERS, ARKANSAS 72756 479-636-1240, 479-636-5485 (FAX), OR EMAIL MAY BE DIRECTED TO INFO@ROGERSLOWELL.COM.THE APPLICATIONS MAY BE OBTAINED FROM THE GUIDANCE COUNSELOR'S OFFICE AND THE WEBSITE.IN ADDITION, THE FOUNDATION ON OCCASION MAKES GRANTS TO QUALIFIED CHARITIES IN THE DISCRETION OF THE DIRECTORS OF THE FOUNDATION.
    cAny submission deadlines:
    THE SUBMISSION DEADLINES VARY FROM YEAR TO YEAR. GENERALLY,
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SCHOLARSHIPS AT PRESENT ARE LIMITED TO STUDENTS GRADUATING FROM BENTON COUNTY, ARKANSAS, SCHOOLS AND RECIPIENTS OF ROGERS COMMUNITY BASED SCHOLARSHIPS. FACTORS INCLUDE SCHOLASTIC ABILITY, NEED, COMMUNITY AND SCHOOL SERVICE AMONG OTHERS.
    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
    ROGERS HISTORICAL MUSEUM
    322 SOUTH 2ND STREET
    ROGERS,AR72756     		NONE PC SUPPORT MUSEUM 4,000
    CIRCLE OF LIFE HOSPICE
    901 JONES ROAD
    SPRINGDALE,AR72762     		NONE PC SUPPORT ORGANIZATION 2,000
    OPEN AVENUES
    2202 N 24TH STREET
    ROGERS,AR72757     		NONE PF SUPPORT FOUNDATION 2,000
    ROGERS PUBLIC EDUCATION FOUNDATION
    PO BOX 1021
    ROGERS,AR72757     		NONE PC SUPPORT ORGANIZATION 2,000
    OZARK NATURAL SCIENCE CENTER
    1905 MADISON 1305
    HUNTSVILLE,AR72740     		NONE PC SUPPORT ORGANIZATION 5,000
    CHANDLER KERN
    1800 PARK RIDGE WAY
    CAVE SPRINGS,AR72718     		NONE   SCHOLARSHIP 4,500
    JACOB MANKIN
    929 S 27th ST
    ROGERS,AR72758     		NONE   SCHOLARSHIP 3,500
    RILEY MCGILL
    19 WINDSOR DR
    ROGERS,AR72758     		NONE   SCHOLARSHIP 4,000
    SUMMER STALLBAUMER
    8909 W OAK ST
    ROGERS,AR72756     		NONE   SCHOLARSHIP 8,000
    LAURA YAWN
    8396 AUTUMN RUN LANE
    ROGERS,AR72756     		NONE   SCHOLARSHIP 1,500
    OLIVIA ALLARD
    3706 LEHMANN CT
    ROGERS,AR72758     		NONE   SCHOLARSHIP 2,500
    LEXIE BARCLAY
    2711 W LINDEN ST
    ROGERS,AR72758     		NONE   SCHOLARSHIP 2,000
    EMORY GREGORY
    822 SUMMIT LOOP
    ROGERS,AR72756     		NONE   SCHOLARSHIP 5,500
    LAURON HEY
    PO BOX 73
    GARFIELD,AR72732     		NONE   SCHOLARSHIP 2,500
    ZACH HULL
    1217 S 12TH STREET
    ROGERS,AR72756     		NONE   SCHOLARSHIP 2,500
    JULIA KOFLER
    1907 W LINDA LANE
    ROGERS,AR72758     		NONE   SCHOLARSHIP 5,500
    JENNA LEAVITT
    8004 PINE LANE
    ROGERS,AR72756     		NONE   SCHOLARSHIP 8,000
    CHRISTIAN LIDDELL
    4603 HIGHLAND KNOLLS
    ROGERS,AR72758     		NONE   SCHOLARSHIP 6,000
    CONNOR MCNULTY
    15043 HAYNES RD
    ROGERS,AR72756     		NONE   SCHOLARSHIP 3,500
    DIANA OLVERA
    1298 ELECTRIC AVE C206
    SCOTTSDALE,AR72764     		NONE   SCHOLARSHIP 1,000
    KINZIE PAGE
    13596 EL MONTANO RD
    ROGERS,AR72758     		NONE   SCHOLARSHIP 2,500
    TASHA REPELLA
    1711 W MADISON DR
    ROGERS,AR72758     		NONE   SCHOLARSHIP 5,000
    KENNEDY RICKARD
    3705 N DIXIELAND RD
    ROGERS,AR72756     		NONE   SCHOLARSHIP 4,500
    JANET SANCHEZ-GONZALEZ
    12955 BRYANT WAY
    ROGERS,AR72756     		NONE   SCHOLARSHIP 2,000
    SOPHIA STORKOV
    3307 S 2ND PLACE
    ROGERS,AR72758     		NONE   SCHOLARSHIP 7,630
    BILLY TREACY
    4301 W BLOSSOM WAY
    ROGERS,AR72758     		NONE   SCHOLARSHIP 5,500
    BEAVER LAKE FIRE DEPARTMENT
    8944 GRIMES DRIVE
    ROGERS,AR72756     		PUBLIC CHARITY EOF SUPPORT DEPARTMENT MISSION 5,000
    FIRST FRIENDS PRESCHOOL
    905 S 13TH ST
    ROGERS,AR72758     		NONE PF SUPPORT ORGANIZATION 12,500
    ALEX SOUVANNASING
    1822 DAISY CIRCLE
    LOWELL,AR72745     		NONE   SCHOLARSHIP 5,500
    DANIEL KINZER
    4305 BLOSSOM WAY DRIVE
    ROGERS,AR72758     		NONE   SCHOLARSHIP 2,500
    DAVID TORRES
    1904 W COUNTRYSIDE LANE
    ROGERS,AR72758     		NONE   SCHOLARSHIP 2,500
    EMERSON COBBS
    1205 E WALNUT
    ROGERS,AR72756     		NONE   SCHOLARSHIP 8,000
    EMILY THOMPSON
    5705 S 45 ST
    ROGERS,AR72758     		NONE   SCHOLARSHIP 2,000
    HANNAH LLOYD
    4431 PLEASANT DRIVE
    ROGERS,AR72758     		NONE   SCHOLARSHIP 3,500
    JOEL BRACKETT
    1501 BRECKENRIDGE ST
    ROGERS,AR72756     		NONE   SCHOLARSHIP 3,000
    KEITH YOUNGS
    14476 POINT VIRGO RD
    ROGERS,AR72756     		NONE   SCHOLARSHIP 3,500
    KEVIN AZANZA-MONTOYA
    1020 E GREEN ACRES DRIVE
    ROGERS,AR72758     		NONE   SCHOLARSHIP 5,000
    PATRICIA GARCIA
    1004 LONGVIEW DRIVE
    ROGERS,AR72756     		NONE   SCHOLARSHIP 2,500
    REESE JONES
    1616 S 12TH STREET
    ROGERS,AR72758     		NONE   SCHOLARSHIP 8,000
    SAVANNAH MCCAULEY
    2302 W ASH STREET
    ROGERS,AR72758     		NONE   SCHOLARSHIP 3,500
    SUSAN ROMERO
    830 S 11TH ST
    ROGERS,AR72756     		NONE   SCHOLARSHIP 4,500
    ROGERS HUMANE SOCIETY
    407 E NURSERY RD
    ROGERS,AR72758     		NONE PC SUPPORT ORGANIZATION 10,000
    ABIGAIL BEASLEY
    5736 CHANBERRY LANE
    ROGERS,AR72758     		NONE   SCHOLARSHIP 1,500
    JENNA BERTUCA
    806 LA SALLE COURT
    ROGERS,AR72758     		NONE   SCHOLARSHIP 2,000
    ABBY LIDDELL
    4603 HIGHLAND KNOLLS
    ROGERS,AR72758     		NONE   SCHOLARSHIP 2,500
    ALEXIS GODSEY
    3709 W LEHMAN CT
    ROGERS,AR72758     		NONE   SCHOLARSHIP 1,500
    ALYSSA SIMPSON
    1305 HUMPHREY ST
    PEA RIDGE,AR72751     		NONE   SCHOLARSHIP 1,000
    ASHLYN DUNHAM
    4201 W SENECA RD
    ROGERS,AR72758     		NONE   SCHOLARSHIP 2,000
    BROOKE MENKE
    1312 BRECKENRIDGE LOOP
    ROGERS,AR72756     		NONE   SCHOLARSHIP 2,000
    CHLOE KORDSMEIER
    6507 W HEARTH FALLS DR
    ROGERS,AR72758     		NONE   SCHOLARSHIP 2,000
    DAMON MILLER
    4903 S 44TH PLACE
    ROGERS,AR72758     		NONE   SCHOLARSHIP 8,000
    ELIZABETH PEREZ
    1004 N WREN DR
    ROGERS,AR72756     		NONE   SCHOLARSHIP 2,000
    GABBY COTTRELL
    24 SECHREST CIR
    ROGERS,AR72758     		NONE   SCHOLARSHIP 8,000
    GARRETT SHEETZ
    15593 PUTNAM RD
    ROGERS,AR72756     		NONE   SCHOLARSHIP 2,500
    HANNAH ROBBINS
    5710 W CASEY DR
    ROGERS,AR72758     		NONE   SCHOLARSHIP 3,000
    JACOB MORRIS
    809 BROOKSIDE COURT
    ROGERS,AR72758     		NONE   SCHOLARSHIP 8,000
    JESSICA REA
    113 SOUTH DRIVE
    ROGERS,AR72756     		NONE   SCHOLARSHIP 1,500
    JORGE CARLOS
    304 N BLOOMINGTON ST 22
    LOWELL,AR72745     		NONE   SCHOLARSHIP 4,500
    KARSYN ROBINSON
    2901 S 26TH PL
    ROGERS,AR72758     		NONE   SCHOLARSHIP 1,000
    KATHERINE TANG
    4415 W BLOSSOM WAY DR
    ROGERS,AR72758     		NONE   SCHOLARSHIP 3,000
    KEVIN ZONDLAK
    5420 W MAGNOLIA ST
    ROGERS,AR72758     		NONE   SCHOLARSHIP 1,500
    KIRSTEN JAMES
    5213 S 44TH
    ROGRS,AR72758     		NONE   SCHOLARSHIP 2,500
    MAGGIE DONNELL
    4607 BLOSSOM WAY DR
    ROGERS,AR72758     		NONE   SCHOLARSHIP 1,500
    MARY TRAECY
    4301 BLOSSOM WAY DR
    ROGERS,AR72758     		NONE   SCHOLARSHIP 1,500
    MICHAEL ZHENG
    4415 W ARLINGTON DR
    ROGERS,AR72758     		NONE   SCHOLARSHIP 1,500
    NATALIE PRICE
    1904 QUINLAN AVE
    LOWELL,AR72745     		NONE   SCHOLARSHIP 2,000
    NICK CHAMBERLAIN
    4512 CREEKVIEW DR
    ROGERS,AR72758     		NONE   SCHOLARSHIP 1,000
    PRESTON HOLIFIELD
    1078 RIDGETOP DR
    FARMINGTON,AR72730     		NONE   SCHOLARSHIP 3,500
    SAM LE
    2106 S 13TH ST
    ROGERS,AR72758     		NONE   SCHOLARSHIP 4,000
    SAMANTHA PHARR
    1020 S 4TH
    ROGERS,AR72758     		NONE   SCHOLARSHIP 1,500
    SARAH JANE MOORE
    4617 W HIGHLAND KNOLLS RD
    ROGERS,AR72758     		NONE   SCHOLARSHIP 1,000
    VIDYA DESAI
    509 HOSPITALITY DR
    LOWELL,AR72745     		NONE   SCHOLARSHIP 2,500
    Total .................................bullet 3a 264,130
    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 3,691  
    4 Dividends and interest from securities....     14 251,777  
    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 ............     		        10,466
    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)..   255,468 10,466
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    265,934
    (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: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE BUCK FOUNDATION
    EIN:
    71-0824287
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    LEHMAN BROTHERS HOLDING INC. 62,990 1,620
    WELLS FARGO PREFERRED    
    UNIVERSITY PLACE WASHINGTON 203,005 227,590
    YAKIMA WASHINGTON GO 101,505 100,302
    BUILD AMERICA BONDS SERIES 5 116,526 109,473
    INVESCO BUILD AMERICA BONDS SERIES 54 95,803 98,230
    FIRST TRUST BAB SERIES 20 94,968 91,459
    PEACE RIVER/MANASOTA WATER 102,005 105,261
    PALM BAY, FL PUBLIC SERVICES 102,005 103,736
    INVESCO BAB INCOME TRUST SERIES 61 123,075 127,422
    GOLDMAN SACHS 153,209 188,156
    AT&T NOTE 5.35% DUE 09.01.40 50,420 53,421

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE BUCK FOUNDATION
    EIN:
    71-0824287
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT&T 95,580 87,741
    CISCO SYSTEMS 70,816 223,800
    IBM 31,416 40,678
    WALMART 446,779 1,028,400
    WELLS FARGO & CO. 50,084 104,082
    GENERAL MOTORS 14,084 3,377
    GENERAL MOTORS 15,679 13,048
    VERIZON COMMUNICATIONS 124,805 145,949
    PROCTOR & GAMBLE 29,678 49,513
    KIMBERLY CLARK CORP. 28,468 54,048
    JOHNSON & JOHNSON 22,091 48,573
    PHILLIPS 66 29,678 57,505
    GOVT PPTYS INCOME TRUST    
    TESLA MOTORS, INC. 36,452 48,931
    MOTORS LIQUIDATION CO. GUC   400
    HAYLARD HEALTH, INC 1,224 2,181
    HOSPITALITY PROPERTIES TRUST 198,207 177,398
    SELECT INCOME REIT    
    ROYAL DUTCH SHELL PLC ADR 49,803 59,845
    ford motor co 49,781 38,268
    QUALCOMM INC 49,738 81,479
    KINDER MORGAN INC 49,758 24,460
    DISNEY CO. 167,982 239,698
    LOGMEIN INC 4,905 14,090
    INDL LOGISTICS & PROPERTIES TRUST 18,622 18,957
    OFFICE PPTYS INCOME TRUST 214,380 68,405

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE BUCK FOUNDATION
    EIN:
    71-0824287
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INCOME FUND OF AMERICA FUND AT COST 100,000 100,716
    ENBRIDGE INC AT COST 82,873 80,566
    ENERGY TRANSFER PARTNERS LP AT COST 88,232 67,103
    LORD ABBOT BOND DEBENTURE A AT COST 1,165,685 1,190,210
    LORD ABBOTT INCOME FUND CLASS A AT COST 302,706 294,323
    EDWARD JONES ADVISORY SOLUTIONS ACCOUNT AT COST 250,000 440,818
    ALPS ALERIAN MLP AT COST 99,672 55,704
    ISHARES S&P US PFD AT COST 99,980 92,026

    TY 2018 LegalFeesSchedule
    Name:
    THE BUCK FOUNDATION
    EIN:
    71-0824287
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RMP 2,437 609 0 1,828


    TY 2018 OtherAssetsSchedule
    Name:
    THE BUCK FOUNDATION
    EIN:
    71-0824287
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    UNCLAIMED SCHOLARSHIPS 1,500 1,500  


    TY 2018 OtherExpensesSchedule
    Name:
    THE BUCK FOUNDATION
    EIN:
    71-0824287
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISC. 2,253 2,253    
    POSTAGE 150 150    
    SUPPLIES 393 393    
    WEBSITE 1,158 1,158    


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE BUCK FOUNDATION
    EIN:
    71-0824287
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SCHOLARSHIP ADMIN EXP 4,400 440 0 3,960


    TY 2018 TaxesSchedule
    Name:
    THE BUCK FOUNDATION
    EIN:
    71-0824287
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX 7,888 7,888