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 05-01-2018 , and ending 04-30-2019
Name of foundation
DR LEON BROMBERG CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)2200 MARKET STREET RM/STE 710
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GALVESTON, TX775501532
A Employer identification number

76-0193007
B Telephone number (see instructions)

(409) 762-5890
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$10,373,333J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 165 165  
4 Dividends and interest from securities... 264,297 264,297  
5a Gross rents............ 37,588 37,588  
b Net rental income or (loss) 30,453
6a Net gain or (loss) from sale of assets not on line 10 556,045
b Gross sales price for all assets on line 6a 6,465,289
7 Capital gain net income (from Part IV, line 2)... 556,045
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 4,972 4,972  
12 Total. Add lines 1 through 11........ 863,067 863,067  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,000 26,667   13,333
14 Other employee salaries and wages...... 81,150 54,100   27,050
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 18,000 9,000   9,000
c Other professional fees (attach schedule).... Click to see attachment 72,250 72,250    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,039 4,617   2,165
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 24,290 16,193   8,097
21 Travel, conferences, and meetings....... 1,034 689   345
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 15,636 12,802   2,834
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 261,399 196,318   62,824
25 Contributions, gifts, grants paid....... 500,250 500,250
26 Total expenses and disbursements. Add lines 24 and 25 761,649 196,318   563,074
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 101,418
b Net investment income (if negative, enter -0-) 666,749
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.............      
2 Savings and temporary cash investments......... 67,483 357,907 357,907
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.......... 19,161 16,904 10,237
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet410,210
Less: accumulated depreciation (attach schedule) bullet   410,210 Click to see attachment410,210 850,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,694,057 Click to see attachment8,507,384 9,155,189
14 Land, buildings, and equipment: basis bullet3,235
Less: accumulated depreciation (attach schedule) bullet3,235      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,190,911 9,292,405 10,373,333
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 attachment2,626 Click to see attachment2,702
23 Total liabilities (add lines 17 through 22)......... 2,626 2,702
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........ 6,404,496 6,404,496
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 2,783,789 2,885,207
30 Total net assets or fund balances (see instructions)..... 9,188,285 9,289,703
31 Total liabilities and net assets/fund balances (see instructions). 9,190,911 9,292,405
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
9,188,285
2
Enter amount from Part I, line 27a .....................
2
101,418
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
9,289,703
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
9,289,703
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 WELLS FARGO - NOMINEE P    
b
c
d
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 6,465,289   5,909,244 556,045
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       556,045
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 556,045
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 573,256 10,642,742 0.053864
2016 562,974 10,400,842 0.054128
2015 551,763 10,500,778 0.052545
2014 460,499 11,138,809 0.041342
2013 396,695 9,115,772 0.043517
2
Total of line 1, column (d) .....................
2
0.245396
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
0.049079
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
10,206,177
5
Multiply line 4 by line 3......................
5
500,909
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,667
7
Add lines 5 and 6........................
7
507,576
8
Enter qualifying distributions from Part XII, line 4,.............
8
563,074
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 6,667
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 6,667
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 6,667
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 16,904
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 16,904
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 10,237
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet10,237 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    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 ofbulletVIDA RECTOR Telephone no.bullet (409) 762-5890

    Located atbullet2200 MARKET STREET STE 710GALVESTONTX ZIP+4bullet77550
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CHARLES G DIBRELL III CHAIRMAN
    000.00     		40,000 0 0
    2200 MARKET STREET SUITE 710
    GALVESTON,TX77550
    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
    VIDA RECTOR ADMINISTRATO
    000.00     		81,150    
    2200 MARKET STREET SUITE 710
    GALVESTON,TX77550
    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
    WELLS FARGO ADVISOR INVESTMENT ADV. 72,250
    455 E MEDICAL CENTER BLVD STE 115
    HOUSTON,TX77598
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    9,138,024
    b
    Average of monthly cash balances.......................
    1b
    373,577
    c
    Fair market value of all other assets (see instructions)................
    1c
    850,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,361,601
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    10,361,601
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    155,424
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,206,177
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    510,309
    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
    510,309
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,667
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,667
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    503,642
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    503,642
    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
    503,642
    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
    563,074
    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
    563,074
    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
    6,667
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    556,407
    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 7 503,642
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 242,585
    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$ 563,074
    a Applied to 2017, but not more than line 2a 242,585
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 320,489
    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 ..........     		183,153
    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:
    CHARLES G DIBRELL III
    2200 MARKET STREET SUITE 710
    GALVESTON,TX77550
    (409) 762-5890
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHED
    cAny submission deadlines:
    GRANT APPLICATIONS ACCEPTED THROUGHOUT THE YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHED
    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
    ADMIRAL NIMITZ FOUNDATION
    328 E MAIN STREET
    FREDERICKSBURG,TX78624     		N/A PC 2019 WW II & NATIONAL SECURITY SYMP. 5,000
    AMED COMMUNITY HOSPICE
    8901 EMMET R LOWERY EXPR
    SUITE B
    TEXAS CITY,TX77591     		N/A PC MEMORIAL 2,500
    AMERICAN HEART ASSOCIATION
    10060 BUFFALO SPEEDWAY
    HOUSTON,TX77054     		N/A PC SPONSHORSHIP 2019 BALL 5,000
    AMERICAN LEGION POST NO 20
    PO BOX 1204
    GALVESTON,TX77551     		N/A PC BUILDING REPAIR FUND 5,000
    AMERICAN RED CROSS
    TEXAS GULF COAST REGION
    2700 SOUTHWEST FREEWAY
    HOUSTON,TX77098     		N/A PC 2018 DISASTER CYCLE SERVICES 10,000
    ANCHOR POINT
    103 DAVIS ROAD SUITE B
    LEAGUE CITY,TX77573     		N/A PC PATHWAY TO HOPE THERAPEUTIC CAMP 7,500
    ARTIST BOAT
    2627 AVENUE O
    GALVESTON,TX77550     		N/A PC EDUCATION & CONSERVATION PROGRAMS 5,000
    ASSUMPTION OF THE VIRGIN MARY GREEK
    ORTHODOX CHURCH
    P O BOX 655
    GALVESTON,TX775530655     		N/A PC SPONSORSHIP 10,000
    BALL HIGH SCHOOL PROJECT GRADUATION
    P O BOX 2195
    GALVESTON,TX77553     		N/A PC 2019 PROJECT GRADUATION 5,000
    BETTER PARKS FOR GALVESTON
    527 21ST STREET 76
    GALVESTON,TX77550     		N/A PC DOG PARK PROJECT 5,000
    BETTER PARKS FOR GALVESTON
    527 21ST STREET 76
    GALVESTON,TX77550     		N/A PC SPONSORHIP 2,500
    BOYS AND GIRLS CLUBS OF GREATER HOU
    JOHNNY MITCHELL BRANCH - GALVESTON
    815 CROSBY STREET
    HOUSTON,TX77019     		N/A PC SUPPORT PROGRAMS 5,000
    BOY SCOUTS OF AMERICA TROOP 55
    2450 RIVER OAKS BOULEVARD
    HOUSTON,TX77019     		N/A PC BENEFIT HOLA HOUSE 500
    CAMP SUMMIT
    17210 CAMPBELL ROAD
    SUITE 180-W
    DALLAS,TX75252     		N/A PC 2019 CAMPING PROGRAM 7,000
    CASA OF GALVESTON COUNTY
    2000 TEXAS AVENUE
    SUITE 641
    TEXAS CITY,TX77590     		N/A PC RECRUITMENT ADDITIONAL ADVOCATES 5,000
    CATHOLIC CHARITIES OF THE ARCHDIOCE
    2900 LOUISIANA STREET
    HOUSTON,TX77006     		N/A PC SPONSORSHIP 2019 GALA 5,000
    CHIRSTUS FOUNDATION OF HEALTH CARE
    FOR OUR DAILY BREAD OF GALVESTON
    P O BOX 1919
    HOUSTON,TX77251     		N/A PC MEDICAL CARE FOR CLIENTS 5,000
    COMMUNITY ASSISTANCE PROVIDERS OF
    GALVESTON COUNTY
    2455 PAMPLONA LANE
    LEAGUE CITY,TX77573     		N/A PC SPONSORSHIP 5,000
    CONGREGATION B'NAI ISRAEL
    3008 AVENUE O
    GALVESTON,TX77550     		N/A PC 150TH ANNIVERSARY MILESTONE CELEBR. 20,000
    FAMILY SERVICE CENTER OF GALVESTON
    COUNTY
    200 MARKET STREET
    SUITE 600
    GALBVESTON,TX77550     		N/A PC SUPPORT PROGRAMS 10,000
    GALVESTON ART LEAGUE
    PO BOX 3403
    GALVESTON,TX77552     		N/A PC SPONSORSHIP ANNUAL GALA 2,500
    GALVESTON COUNTY ADOPTION DAY FOUND
    P O BOX 3203
    GALVESTON,TX775523203     		N/A PC NATIONAL ADOPTION DAY 7,500
    GALVESTON COUNTY FOOD BANK
    624-4TH AVE NORTH
    TEXAS CITY,TX77590     		N/A PC SPONSORHIP OUT RUN HUNGER 5,000
    GALVESTON FIREFIGHTERS CHILDREN'S
    PARADE SPONSORSHIP
    7709 BEAUDELAIRE CIRCLE
    GALVESTON,TX77551     		N/A PC SPONSORSHIP 1,500
    GALVESTON ISD EDUCATIONAL FOUNDATIO
    P O BOX 660
    GALVESTON,TX77553     		N/A PC FIRST YEAR TEACHER ACADEMY 250
    GALVESTON ISD EDUCATIONAL FOUNDATIO
    PO BOX 660
    GALVESTON,TX77553     		N/A PC SPONSORSHIP 5,000
    GALVESTON ISLAND HUMANE SOCIETY
    6814 BROADWAY
    GALVESTON,TX77554     		N/A PC SPONSORSHIP ANNUAL GALA 5,000
    GALVESTON ISLAND MEALS ON WHEELS
    2803 - 53RD STREET
    GALVESTON,TX77551     		N/A PC SPONSORSHIPS 3,900
    GALVESTON MINISTRY OF FIRST
    EVANGELICAL LUTHERAN CHURCH
    2415 WINNIE
    GALVESTON,TX77550     		N/A PC FEED GALVESTON PROGRAM 10,000
    GALVESTON PARKS AND RECREATION
    2222-28TH STREET
    GALVESTON,TX77550     		N/A PC SPONSOR BAND CONCERT 2,600
    GALVESTON REGIONAL CHAMBER OF COMME
    2228 MECHANIC STREET
    SUITE 101
    GALVESTON,TX77550     		N/A PC SPONSOR WOMEN'S CONFERENCE 5,000
    GALVESTON REGIONAL CHAMBER OF COMMC
    2228 MECHANIC STREET
    SUITE 101
    GALVESTON,TX77550     		N/A PC LEMONADE DAY SPONSORSHIP 5,000
    GALVESTON REGIONAL CHAMBER OF COMME
    2228 MECHANIC STREET
    SUITE 101
    GALVESTON,TX77550     		N/A PC SPONSORSHIP GOLF TOURNAMANT 1,500
    GALVESTON SEAFARERS CENTER
    221 20TH STREET
    GALVESTON,TX77550     		N/A PC SPONSORSHIP 2,500
    GEORGE P MITCHELL SOCIETY
    TEXAS A&M UNIVERSITY GALVESTON
    P O BOX 1675
    GALVESTON,TX77553     		N/A PC SPONSORSHIP 5,000
    GIRL SCOUTS OF SAN JACINTO COUNCIL
    3110 SOUTHWEST FREEWAY
    HOUSTON,TX770984508     		N/A PC GIRL SCOUTS ON THE GO GAL ISLAND 5,000
    GULF COAST BIG BROTHERSBIG SISTERS
    1413 23RD STREET 100
    GALVESTON,TX77550     		N/A PC SUPPORT PROGRAMS 5,000
    HOLY FAMILY CATHOLIC SCHOOLS
    2601 AVE N
    GALVESTON,TX77550     		N/A PC PURCHASE READING AND MATH MATERIALS 5,000
    HOSPICE CARE TEAM INC
    1708 N AMBURN SUITE C
    TEXAS CITY,TX77591     		N/A PC TREE OF LIGHTS SPONSOR 1,000
    HOUSTON CHILDREN'S CHOURUS
    PO BOX 66567
    HOUSTON,TX77266     		N/A PC 2018 GALVESTON PROJECT 1,500
    MOODY EARLY CHILDHOOD CENTER
    1110 21ST STREET
    GALVESTON,TX77550     		N/A PC REHAB AND EQUIPING CLASSROOMS 7,500
    NAMI GULF COAST
    PO BOX 4096
    ALVIN,TX77551     		N/A PC COMPUTERS AND EQUIPMENT 4,500
    NATIONAL FIRE SAFETY COUNCIL INC
    OFFICE OF THE FIRE MARSHAL
    2527 BALL STREET
    GALVESTON,TX77550     		N/A PC FIRE SAFETY PROGRAM 500
    OFFSHORE RIG MUSEUM INC
    OFFSHORE ENERGY CENTER
    5555 SAN FELIPE STREET
    SUITE 2119
    HOUSTON,TX77056     		N/A PC EDUCATION OUTREACH PROGRAM 5,000
    OPEN DOOR MISSION
    P O BOX 9356
    5803 HARRISBURG BOULEVARD
    HOUSTON,TX77261     		N/A PC SPONSORSHIP ANNUAL GALA 500
    RESOURCE AND CRISIS CENTER
    OF GALVESTON COUNTY INC
    P O BOX 3339
    GALVESTON,TX77552     		N/A PC CAPITAL CAMPAIGN FUND 10,000
    RONALD MCDONALD HOUSE GALVESTON
    301 14TH STREET
    GALVESTON,TX77550     		N/A PC OUTDOOR PLAYGROUND PROJECT 10,000
    ROSENBERG LIBRARY
    2310 SEALY STREET
    GALVESTON,TX77550     		N/A PC 2018 FALL FUNDRAISER 10,000
    SATORI SCHOOL GALVESTON
    2503 SEALY AVENUE
    GALVESTON,TX77550     		N/A PC SCHOLARSHIPS 1,500
    SHRINER'S HOSPITALS FOR CHILDREN
    GALVESTON
    815 MARKET STREET
    GALVESTON,TX77550     		N/A PC PEDIATRIC INTENSIVE CARE UNIT 10,000
    SPECIAL OLYMPICS TEXAS
    1804 RUTHERFORD LANE
    AUSTIN,TX78754     		N/A PC SUPPORT VARIOUS PROGRAMS 10,000
    ST VINCENT'S HOUSE
    2817 ALFREDA HOUSTON PLAC
    GALVESTON,TX77550     		N/A PC SUPPLIES FOR DENTAL CLINIC 14,000
    SUNSHINE CENTER INC
    1726 - 21ST STREET
    GALVESTON,TX77550     		N/A PC FACILITY REPAIRS 10,000
    TEEN HEALTH CENTER INC
    PO BOX 925
    GALVESTON,TX77553     		N/A PC HEMOGLOBIN TESTING MACHINE 5,000
    TEXAS A & M PROPELLER CLUB
    P O BOX 1675
    GALVESTON,TX775531675     		N/A PC SPONSOR GOLF TOURNAMENT 2,000
    TEXAS LIGHTHOUSE FOUNDATION
    DBA LIGHTHOUSE CHARITY TEAM
    6918 BROADWAY
    GALVESTON,TX77551     		N/A PC SUPPORT PROGRAMS 15,000
    TEXAS RICE
    PO BOX 644
    PIERCE,TX77467     		N/A PC CONSRUCT/RESTORE WETLANDS 30,000
    THE BRYAN MUSEUM
    1315 21ST STREET
    GALVESTON,TX77550     		N/A PC SUPPORT PROGRAMS 20,000
    THE FRIENDS OF MOODY GARDENS INC
    ONE HOPE BOULEVARD
    GALVESTON,TX77550     		N/A PC SPONSORSHIP FUNDRAISER 500
    THE GULF COAST CENTER MHMR
    10000 EMMET F LOWRY
    EXPRESS WAY SUITE 1200
    TEXAS CITY,TX77591     		N/A PC SUPPORT MENTAL HEALTH PROGRAMS 20,000
    THE GRAND 1894 OPERA HOUSE
    2020 POSTOFFICE
    GALVESTON,TX77550     		N/A PC SERIOUS FUND CHILDREN SERIES 10,000
    THE ROTARY CLUB OF GALVESTON
    PO BOX 810
    GALVESTON,TX77555     		N/A PC SPONSORSHIP 7,500
    THE SALVATION ARMY OF GALVESTON COU
    P O BOX 990
    GALVESTON,TX77553     		N/A PC ANGEL TREE PROGRAM 1,500
    THE SALVATION ARMY OF GALVESTON COU
    P O BOX 990
    GALVESTON,TX77553     		N/A PC SUPPORT PROGRAMS 10,000
    THE SALVATION ARMY OF GALVESTON COU
    P O BOX 990
    GALVESTON,TX77553     		N/A PC SPONSORSHIP 5,000
    TURNING POINT GULF COAST
    P O BOX 2118
    GALVESTON,TX775532118     		N/A PC SUPPORT FISHING TOURNAMENT 2,000
    UNIVERSITY OF TEXAS MEDICAL BRANCH
    301 UNIVERSITY BOULEVARD
    GALVESTON,TX775550148     		N/A PC GRANT HEALTH EDUCATION CENTER 50,000
    USC SHOAH FOUNDATION
    INSTITUTE OF VISUAL HISTORY AND EDUCATION
    1150 SOUTH OLIVE STREET
    LOS ANGELES,CA90015     		N/A PC VISUAL HISTORY AND EDUCATION 10,000
    UTMB SCHOOL OF NURSING GALVESTON
    301 UNIVERSITY BOULEVARD
    GALVESTON,TX775550148     		N/A PC SPONSORSHIP STYLE SHOW 5,000
    VANDERGRIFT HIGH SCHOOL
    BAND BOOSTERS
    7301 RANCH ROAD 670 N
    AUSTIN,TX78726     		N/A PC SUPPORT MACH-A-THON 2,500
    VOLUNTEER SERVICES COUNCIL OF THE
    RICHMOND STATE SUPPORTED LIVING CENTER
    2100 PRESTON STREET
    RICHMOND,TX774691499     		N/A PC SUPPORT PROGRAMS 5,000
    YOUNG LIFE GALVESTON
    PO BOX 3190
    GALVESTON,TX77552     		N/A PC SPONSORSHIP SPRING GALA 1,000
    Total .................................bullet 3a 500,250
    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 ...........     		    14 165  
    4 Dividends and interest from securities....     14 264,297  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 30,453  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     15 4,972  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 556,045  
    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)..   855,932  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    855,932
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    DR LEON BROMBERG CHARITABLE TRUST
    EIN:
    76-0193007
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 18,000 9,000   9,000

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    DR LEON BROMBERG CHARITABLE TRUST
    EIN:
    76-0193007
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE FURNITURE - SECRETARY 1999-11-29 335 335 S/L 7.0000        
    TV & VCR 2001-02-16 270 270 S/L 7.0000        
    COPY MACHINE 2001-02-26 1,033 1,033 S/L 7.0000        
    COMPUTER & PRINTER 2006-03-30 1,597 1,597 S/L 5.0000        

    TY 2018 InvestmentsLandSchedule2
    Name:
    DR LEON BROMBERG CHARITABLE TRUST
    EIN:
    76-0193007
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND, BUILDINGS, AND EQUIPMENT 410,210   410,210 850,000

    TY 2018 InvestmentsOtherSchedule2
    Name:
    DR LEON BROMBERG CHARITABLE TRUST
    EIN:
    76-0193007
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WELLS FARGO, ADVISORS - INVESTMENTS AT COST 8,507,384 9,155,189

    TY 2018 LandEtcSchedule2
    Name:
    DR LEON BROMBERG CHARITABLE TRUST
    EIN:
    76-0193007
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDLINGS 3,235 3,235    


    TY 2018 OtherExpensesSchedule
    Name:
    DR LEON BROMBERG CHARITABLE TRUST
    EIN:
    76-0193007
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LYNN COUNTY CRP PROGRAM        
    REAL ESTATE TAXES 6,084 6,084    
    INSURANCE 43 43    
    SHREDDING 1,008 1,008    
    EXPENSES        
    INSURANCE 1,736 1,157   579
    OFFICE EXPENSES 3,855 2,570   1,285
    DUES & SUBSCRIPTIONS 2,110 1,407   703
    PROFESSIONAL GIFTS 800 533   267


    TY 2018 OtherIncomeSchedule2
    Name:
    DR LEON BROMBERG CHARITABLE TRUST
    EIN:
    76-0193007
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL & GAS ROYALTIES 4,972 4,972  


    TY 2018 OtherLiabilitiesSchedule
    Name:
    DR LEON BROMBERG CHARITABLE TRUST
    EIN:
    76-0193007
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAX PAYABLE 2,626 2,702


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    DR LEON BROMBERG CHARITABLE TRUST
    EIN:
    76-0193007
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 70,250 70,250    
    APPRAISAL FEE 2,000 2,000    


    TY 2018 TaxesSchedule
    Name:
    DR LEON BROMBERG CHARITABLE TRUST
    EIN:
    76-0193007
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AD VALOREM TAXES 255 170   85
    PAYROLL TAXES 6,240 4,160   2,080
    EXCISE TAX 2,257      
    FOREIGN TAXES 287 287