Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
Clark R Smith Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

22-2757313
B Telephone number (see instructions)

(800) 839-1754
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$17,451,106J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 38,569 38,569  
4 Dividends and interest from securities... 502,385 502,385  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,006,512
b Gross sales price for all assets on line 6a 5,997,019
7 Capital gain net income (from Part IV, line 2)... 1,006,512
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 1,862 1,862  
12 Total. Add lines 1 through 11........ 1,549,328 1,549,328  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 177,698 177,698    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,000      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 52,210 885   51,325
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 247,908 178,583   51,325
25 Contributions, gifts, grants paid....... 880,000 880,000
26 Total expenses and disbursements. Add lines 24 and 25 1,127,908 178,583   931,325
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 421,420
b Net investment income (if negative, enter -0-) 1,370,745
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......... 1,093,676 3,318,610 3,318,610
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,738,327 Click to see attachment7,538,547 7,915,000
c Investments—corporate bonds (attach schedule)....... 1,485,488 Click to see attachment892,633 847,070
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,844,989 Click to see attachment3,834,110 5,370,426
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,162,480 15,583,900 17,451,106
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 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........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 15,162,480 15,583,900
30 Total net assets or fund balances (see instructions)..... 15,162,480 15,583,900
31 Total liabilities and net assets/fund balances (see instructions). 15,162,480 15,583,900
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
15,162,480
2
Enter amount from Part I, line 27a .....................
2
421,420
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
15,583,900
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
15,583,900
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 Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
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 5,997,019   4,978,861 1,018,158
b       -11,646
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       1,018,158
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 1,006,512
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 890,726 19,376,229 0.04597
2016 850,792 17,807,779 0.047776
2015 846,802 17,103,819 0.04951
2014 452,460 16,982,471 0.026643
2013 85,755 10,093,075 0.008496
2
Total of line 1, column (d) .....................
2
0.178395
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
0.035679
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
18,651,381
5
Multiply line 4 by line 3......................
5
665,463
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
13,707
7
Add lines 5 and 6........................
7
679,170
8
Enter qualifying distributions from Part XII, line 4,.............
8
931,325
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 13,707
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 13,707
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 13,707
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 29,062
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 29,062
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 15,355
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet13,800 RefundedBullet 11 1,555
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)
    bulletMA
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Carlton SmithClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Owen SmithClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Trina SmithClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Emma Greene for boa us trustClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    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
    BANK OF AMERICA US TRUST Investment mgmt 177,698
    100 FEDERAL STREET 11TH FL
    BOSTON,MA02110
    Foundation Source Administrative 51,075
    55 Walls Drive 3rd fl
    Fairfield,CT06824
    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
    11,497,150
    b
    Average of monthly cash balances.......................
    1b
    2,151,341
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,286,921
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,935,412
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    18,935,412
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    284,031
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,651,381
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    932,569
    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
    932,569
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    13,707
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,707
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    918,862
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    918,862
    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
    918,862
    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
    931,325
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    931,325
    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
    13,707
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    917,618
    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 7 918,862
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 901,276
    b Total for prior years:2016, 2015, 2014  
    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$ 931,325
    a Applied to 2017, but not more than line 2a 901,276
    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..... 30,049
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		888,813
    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 ......     		0
    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.... 0
    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).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    826 VALENCIA
    826 VALENCIA ST
    SAN FRANCISCO,CA94110     		N/A PC General & Unrestricted 10,000
    AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC
    1310 L ST NW STE 1000
    WASHINGTON,DC20005     		N/A PC AAUW Tech Savvy program 10,000
    AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC
    1310 L ST NW STE 1000
    WASHINGTON,DC20005     		N/A PC AAUW Tech Trek program 10,000
    AMERICAN NATIONAL RED CROSS - GOLD COUNTY REGION
    1565 EXPOSITION BLVD
    SACRAMENTO,CA95815     		N/A PC California Wildfires fund 20,000
    BOYS & GIRLS CLUBS OF SAN FRANCISCO
    380 FULTON ST
    SAN FRANCISCO,CA94102     		N/A PC to Support Camp Mendocino 10,000
    CALIFORNIA ACADEMY OF SCIENCES
    55 MUSIC CONCOURSE DR GOLDEN GATE P
    SAN FRANCISCO,CA94118     		N/A PC General & Unrestricted 10,000
    CALIFORNIA FIRE FOUNDATION
    1780 CREEKSIDE OAKS
    SACRAMENTO,CA95833     		N/A PC for Supplying Aid to Victims of Emergency (SAVE) 60,000
    CALIFORNIA FIRE FOUNDATION
    1780 CREEKSIDE OAKS
    SACRAMENTO,CA95833     		N/A PC The California Firefighters Endowment fund 20,000
    CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION
    PO BOX 7999
    SAN FRANCISCO,CA94120     		N/A PC Kalmanovitz Child Development Center - Financial need scholarship fund 15,000
    CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION
    PO BOX 7999
    SAN FRANCISCO,CA94120     		N/A PC Newborn Connections program 15,000
    CENTER FOR DISASTER PHILANTHROPY INC
    1201 CONNECTICUT AVE NW STE 300
    WASHINGTON,DC20036     		N/A PC California Wildfires Recovery Fund 20,000
    CHILDRENS HOSPITAL & RESEARCH CENTER FOUNDATION
    2201 BROADWAY STE 600
    OAKLAND,CA94612     		N/A PC Children's Fund 10,000
    CHILMARK TOWN AFFAIRS COUNCIL INC
    800 S ST STE 190
    WALTHAM,MA02453     		N/A PC Chilmark Community Center 500
    ESSEX COUNTY COMMUNITY FOUNDATION INCORPORATED
    175 ANDOVER ST STE 101
    DANVERS,MA01923     		N/A PC Greater Lawrence Disaster Relief Fund /ECCF 20,000
    FARESTART
    700 VIRGINIA ST
    SEATTLE,WA98101     		N/A PC Youth Barista Program 20,000
    FOOD PROJECT INC
    10 LEWIS ST
    LINCOLN,MA01773     		N/A PC Youth Payroll program 25,000
    GIRLS INCORPORATED OF LYNN
    50 HIGH ST
    LYNN,MA01902     		N/A PC Summer STEM Eureka Program 25,000
    GIRLS WHO CODE INC
    28 W 23RD ST 4TH FL
    NEW YORK,NY10010     		N/A PC General & Unrestricted 15,000
    INTERNATIONAL RESCUE COMMITTEE INC
    122 E 42ND ST 12TH FL
    NEW YORK,NY10168     		N/A PC Children's AID and programs 20,000
    LEAP FOR EDUCATION INC
    35 CONGRESS ST STE 102
    SALEM,MA01970     		N/A PC O'Maley Academy, College Success, STEM Bridge Academy, Summer Internship Program 30,000
    MASSACHUSETTS BAR FOUNDATION INC
    20 W ST
    BOSTON,MA02111     		N/A PC Legal Intern Fellowship Program 50,000
    NEW YORK COMMON PANTRY
    8 E 109TH ST
    NEW YORK,NY10029     		N/A PC General & Unrestricted 15,000
    PATHWAYS FOR CHILDREN INC
    29 EMERSON AVE
    GLOUCESTER,MA01930     		N/A PC Support of School Age Children (SAC) program 25,000
    RAW ART WORKS INC
    37 CENTRAL SQ
    LYNN,MA01901     		N/A PC Project Launch 25,000
    REAL ESCAPE FROM THE SEX TRADE
    4215 RAINIER AVE S
    SEATTLE,WA98118     		N/A PC General & Unrestricted 100,000
    ROOM TO GROW NATIONAL INC
    142 BERKELEY ST
    BOSTON,MA02116     		N/A PC General & Unrestricted 100,000
    RUNWAY OF DREAMS FOUNDATION
    2 DEVONSHIRE RD
    LIVINGSTON,NJ07039     		N/A PC General & Unrestricted 5,000
    SAN FRANCISCO EDUCATION FUND
    2730 BRYANT ST 2ND FL
    SAN FRANCISCO,CA94110     		N/A PC General & Unrestricted 15,000
    SAN FRANCISCO FOOD BANK
    900 PENNSYLVANIA AVE
    SAN FRANCISCO,CA94107     		N/A PC Healthy Children Pantries Program 15,000
    SAN FRANCISCO FOOD BANK
    900 PENNSYLVANIA AVE
    SAN FRANCISCO,CA94107     		N/A PC Summer Snack Program 15,000
    SAN FRANCISCO SYMPHONY
    201 VAN NESS AVE
    SAN FRANCISCO,CA94102     		N/A PC Youth Orchestra program 10,000
    SAN FRANCISCO SYMPHONY
    201 VAN NESS AVE
    SAN FRANCISCO,CA94102     		N/A PC Youth Education progrAm 10,000
    THE EXPLORATORIUM
    PIER 17 STE 100
    SAN FRANCISCO,CA94111     		N/A PC General & Unrestricted 10,000
    THE OPEN DOOR CAPE ANN FOOD PANTRY INC
    28 EMERSON AVE
    GLOUCESTER,MA01930     		N/A PC Building Healthy Families program 25,000
    THE SALVATION ARMY
    3755 N FREEWAY BLVD
    SACRAMENTO,CA95834     		N/A PC Carr Fire recovery fund 15,000
    THE SALVATION ARMY
    3755 N FREEWAY BLVD
    SACRAMENTO,CA95834     		N/A PC camp fire recovery fund 15,000
    WELLSPRING HOUSE INC
    302 ESSEX AVE
    GLOUCESTER,MA01930     		N/A PC Adult Learning and Homelessness Prevention program 64,500
    Total .................................bullet 3a 880,000
    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 38,569  
    4 Dividends and interest from securities....     14 502,385  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,006,512  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		    14 1,642  
    bCLASS ACTION LAWSUIT PROCEEDS     01 184  
    cFOREIGN TAX REFUND     01 36  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,549,328  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,549,328
    (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 CompensationExplanation
    Name:
    Clark R Smith Family Foundation
    EIN:
    22-2757313
    Person Name Explanation
    Emma Greene for boa us trust *BANK OF AMERICA, US TRUST WAS PAID $177,698 BY THE FOUNDATION TO PROVIDE INVESTMENT MANAGEMENT SERVICES. BANK OF AMERICA, US TRUST RECEIVED NO COMPENSATION FOR SERVING AS A TRUSTEE OF THE FOUNDATION. THE FEE FOR INVESTMENT MANAGEMENT SERVICES IS REPORTED ON PART I, LINE 16C TO BE CONSISTENT WITH THE CHARACTER OF THE EXPENSE.

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

    TY 2018 DepreciationSchedule
    Name:
    Clark R Smith Family Foundation
    EIN:
    22-2757313
    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

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    Clark R Smith Family Foundation
    EIN:
    22-2757313
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALABAMA PWR CO NOTE - 2.450% - 49,695 48,680
    BOEING CO - 2.350% - 10/30/202 50,075 49,236
    CHEVRON CORP NEW NOTE - 2.419% 50,475 49,540
    GE CAP CORP MTN BE - 6.000% - 206,533 176,885
    GOLDMAN SACHS GROUP INC - 5.37 195,939 178,912
    JPMORGAN CHASE & CO - 3.200% - 167,018 172,450
    UNITED TECHNOLOGIES CORP - 3.1 172,898 171,367

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    Clark R Smith Family Foundation
    EIN:
    22-2757313
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 42,887 60,211
    AARON'S INC 7,966 7,527
    ABBOTT LABS 53,255 85,059
    ABBVIE INC 37,610 30,607
    ABIOMED 6,244 6,176
    ACCENTURE PLC 25,435 23,690
    ACORDA THERAPEUTICS, INC 749 623
    ACS ACTIVIDADES CO UNSP ADR 8,438 8,693
    ADIDAS AG 8,667 7,826
    ADOBE SYSTEMS, INC 21,810 50,452
    ADTALEM GLOBAL EDUCATION INC 5,193 5,253
    ADVANCED DISPOSAL SERVICES INC 6,695 7,302
    ADVANCED MEDICAL OPTICS 3,247 2,254
    ADVANCED MICRO DEVICES INC 11,972 11,464
    AERCAP HOLDING N.V 18,834 16,751
    AFFILIATED MANAGERS GROUP 3,621 2,144
    AGILENT TECHNOLOGIES INC 24,293 40,813
    AIA GROUP LTD ADR 17,265 20,024
    AIR PRODS & CHEM INC 24,799 28,489
    AIRBUS GROUP 5,880 6,801
    ALARM.COM HOLDINGS INC 12,019 15,665
    ALASKA AIR GROUP INC 4,381 3,651
    ALBANY INTERNATIONAL CORP 1,172 999
    ALEXION PHARMACEUTICALS, INC 4,146 3,116
    ALIBABA GROUP HOLDING LTD 10,494 10,143
    ALKERMES 13,452 8,528
    ALLEGIANT TRAVEL CO 9,770 6,715
    ALLIANCE DATA SYSTEM CORP 5,480 3,452
    ALLSTATE CORP 34,605 43,959
    ALLY FINANCIAL INC 7,105 8,565
    ALNYLAM PHARMACEUTICALS, INC 11,179 6,343
    ALPHABET INC CL C 145,369 149,127
    ALTICE USA INC 3,854 3,767
    AMER EQ INV LIFE HLD 5,894 5,560
    AMERICAN EXPRESS CO 27,627 24,783
    AMERICAN WATER WORKS COMPANY I 39,423 43,933
    AMGEN INC 38,444 45,553
    AMN HEALTHCARE SERVICES INC 2,247 3,456
    APPLE INC 65,952 129,346
    APPLIED MATERIALS INC 18,340 11,819
    APTIV PLC 28,489 18,656
    ARAMARK 11,857 10,690
    ARCBEST CORPORATION 3,236 3,357
    ARCELORMITTAL 6,458 6,015
    ARGO GROUP INTERNATIONAL 3,852 4,775
    ASGN INC 12,322 18,748
    ASHLAND GLOBAL HOLDINGS 5,839 6,244
    ASML HOLDING NV NY REG SHS 4,055 3,735
    ASPEN TECHNOLOGY, INC 5,420 3,945
    ASSURANT INC 3,889 3,488
    ASTRAZENECA 7,432 8,394
    ATHENAHEALTH 11,145 11,082
    AUTODESK, INC 19,148 17,877
    AUTOMATIC DATA PROCESSING INC 31,748 46,416
    AVALONBAY CMNTYS INC 6,016 5,570
    AVERY DENNISON CORP 13,934 11,768
    AXA ADS 8,479 6,738
    BAE SYSTEMS PLC 8,887 6,042
    BAIDU.COM - ADR 7,253 6,185
    BALCHEM CORP 3,454 2,351
    BALL CP 13,178 17,380
    BANCO BILBAO ARG SA 11,426 7,639
    BANCO SANTANDER CEN 11,197 7,522
    BASF AG SPONS ADR 15,808 11,680
    BAYERISCHE MOTOREN WERKE AG AD 9,508 8,334
    BERKSHIRE HILLS BANCORP INC 3,560 2,670
    BERRY PLASTICS GROUP INC 12,754 11,407
    BEST BUY INC 18,351 15,835
    BHP BILLITON LIMITED 6,238 7,533
    BHP BILLITON SP ADR 9,724 12,274
    BIOGEN INC 19,124 21,666
    BIOMARIN PHARMACEUTICAL INC 10,906 14,901
    BJ'S WHLSL CLUB INC 3,121 2,792
    BLACKROCK INC 48,581 36,925
    BLOOM ENERGY CORP 2,506 848
    BLUCORA, INC. 2,566 2,850
    BLUEBIRD BIO INC 10,938 6,150
    BONANZA CREEK ENERGY INC 1,994 1,116
    BRAMBLES LTD UNSP AD 5,344 4,928
    BRIDGESTONE CORP UNSP ADR 8,402 7,849
    BRISTOL-MYERS SQUIBB CO 28,124 21,936
    BRITISH AMERICAN TOBACCO PLC 11,222 5,544
    BROADRIDGE FINANCIAL 5,035 5,871
    BRUNSWICK CORP 12,456 12,449
    BUILDERS FIRST SOURCE INC 2,768 1,604
    BURLINGTON STORES, INC 12,415 29,281
    BWX TECHNOLOGIES INC 5,086 2,982
    CABLE ONE INC 4,354 4,921
    CABOT CP 2,897 2,362
    CACI INTL INC 6,771 13,971
    CACTUS, INC. CLASS A 597 576
    CADENCE BANCORPORATION 3,446 1,930
    CADENCE DESIGN SYSTEMS INC 6,182 16,392
    CALAVO GROWERS, INC 1,052 803
    CALERES INC 2,628 2,672
    CALLON PETROLEUM CO 3,584 2,025
    CALRSBERG AS SP ADR REP B 8,523 8,309
    CAMBREX CP 2,699 1,775
    CARDTRONICS INC 1,736 1,378
    CARGURUS INC 1,199 776
    CARLISLE COS INC 10,065 10,655
    CARPENTER TECH 3,409 2,742
    CASA SYSTEMS INC 1,256 1,064
    CASEY'S GENERAL STORES, INC 4,157 4,100
    CATALENT INC 15,738 12,098
    CATERPILLAR INC 37,705 32,276
    CATHAY GENERAL BANCORP 3,231 2,917
    CBRE GROUP 37,635 52,292
    CDW CORP 4,096 5,430
    CELGENE CORP 27,337 23,457
    CENTERSTATE BANKS INC 2,844 2,335
    CHEGG INC 3,350 3,950
    CHINA MOBILE HGK LTD 7,967 8,496
    CIENA CORP 8,213 14,039
    CIGNA CORPORATION 18,138 35,135
    CINTAS CRP 11,035 21,671
    CISCO SYSTEMS INC 33,490 52,343
    CITIGROUP INC 54,370 57,006
    CLEARWAY ENERGY, INC. CLASS C 3,672 3,519
    COGNEX CORPORATION 3,643 2,282
    COHERENT INC CAL 14,383 6,765
    COLGATE-PALMOLIVE COMPANY 26,572 21,427
    COMCAST CORP 36,431 33,369
    COMPAGNIE FINANCIERE RICHEMONT 8,292 6,224
    COMSCORE, INC 1,171 909
    CONOCOPHILLIPS 42,415 65,779
    CONSOLIDATED EDISON INC 19,773 18,733
    CONTL AG SPONS ADR 10,295 6,146
    COOPER COMPANIES INC 15,759 20,360
    COPART INC 15,777 16,962
    CORE-MARK HOLDING COMPANY, INC 3,620 2,511
    CORNERSTONE ONDEMAND 5,088 4,387
    COSTAR GROUP, INC 5,182 8,434
    CVS CAREMARK CORP 37,271 28,763
    D R HORTON 6,847 6,932
    DAIMLER AG ADR 9,397 6,201
    DANA HOLDING CP 7,287 4,607
    DBS GROUP HLDGS SPON ADR 6,372 7,530
    DEERE CO 28,091 26,105
    DENTSPLY SIRONA INC 9,430 9,228
    DEUTSCHE BOERSE ADR 7,459 8,327
    DEUTSCHE POST AG 11,374 7,352
    DIAGEO PLC ADS 10,728 12,478
    DIAMONDBACK ENERGY INC 11,231 11,958
    DIODES 2,920 3,065
    DNB NOR ASA SPONSOR ADR 15,038 13,847
    DOCUSIGN INC 7,155 6,814
    DOLLAR GENERAL CORP 6,564 7,782
    DOMINOS PIZZA INC 11,403 16,119
    DOVER CORP 5,149 5,463
    E.ON AG SPON ADR REP 1/3 ORD N 7,393 8,330
    EAGLE MATERIALS INC 10,599 8,544
    EAST WEST BANCORP, INC 4,608 3,657
    EASTMAN CHEMICAL CO 3,985 3,582
    EATON CORP PLC 42,742 40,715
    ECOLAB INC 28,985 40,521
    ECOLOGY INC 4,217 3,527
    EDWARDS LIFESCIENCES 16,617 17,768
    ELI LILLY & CO 25,654 39,923
    EMERGENT BIOSOLUTIONS INC 2,548 3,083
    ENCOMPASS HEALTH CORPORATION 12,013 9,502
    ENGIE 8,551 7,962
    ENVESTNET INC 2,813 2,607
    EPAM SYSTEMS INC 4,235 5,452
    EPR PROPERTIES 6,493 6,339
    EQT CORPORATION 7,451 4,893
    EQUINIX, INC 46,776 39,839
    EQUITRANS MIDSTREAM CORPORATIO 6,000 4,144
    ERSTE BK DER OEST SP 8,140 5,637
    ESSILOR INTL ADR 16,720 15,853
    ESTEE LAUDER COMPANIES INC 26,669 24,589
    ETSY INC 3,829 3,853
    EURONET WORLDWIDE INC 16,928 22,012
    EVERCORE PARTNERS INC 3,560 2,791
    EVERGY, INC. 3,110 3,520
    EVOQUA WATER TECHNOLOGIES CORP 7,260 3,149
    EXACT SCIENCES CORPORATION 4,141 3,471
    EXPEDITORS INTL WASH INC 18,352 16,818
    FABRINET INC 2,619 3,540
    FANUC LIMITED UNSPONSORED 8,618 6,702
    FASTENAL COMPANY 2,357 2,824
    FEDERAL SIGNAL CORP 3,460 3,025
    FIDELITY NATIONAL FINANCIAL IN 6,739 6,194
    FIFTH THIRD BANCORP 3,284 3,106
    FIRST ENERGY CORP 5,032 5,557
    FIRSTCASH INC 12,499 13,964
    FISERV INC 4,678 5,438
    FIVE BELOW INC 7,269 19,748
    FORESCOUT TECHNOLOGIES INC 1,458 1,144
    FORTINET INC 11,927 22,960
    FORTUNE BRANDS HOME & SECURITY 13,602 10,333
    FORWARD AIR CORP 1,867 1,481
    FOX FACTORY HOLDING CORPORATIO 6,676 5,593
    FULTON FIN CORP 3,609 3,328
    G III APPAREL GRP LTD 2,384 1,618
    GALLAGHER ARTHUR J & CO 5,601 5,970
    GARTNER INC 3,842 4,091
    GENERAL MILLS INC 38,643 30,763
    GENESEE 12,677 10,585
    GENOMIC HEALTH INC 1,178 1,095
    GEO GROUP INC (THE) 3,550 2,305
    GILEAD SCIENCES INC 19,734 18,765
    GLAXOSMITHKLINE PLC 10,766 10,011
    GLOBAL BRASS AND COPPER HOLDIN 1,804 1,484
    GLOBAL PAYMENTS INC 5,571 5,053
    GODADDY INC 18,517 16,339
    GRACO INC 3,914 4,394
    GRAND CANYON EDUCATION, INC 11,189 9,902
    GRAY TELEVISION INC CL B 2,926 2,977
    GREEN DOT CORP A 5,810 5,328
    GROUPE DANONE ADS 8,570 7,773
    GRUBHUB INC 29,819 21,353
    GTT COMMUNICATIONS, INC 5,604 6,530
    GUIDEWIRE SOFTWARE INC 14,960 15,003
    H AND E EQUIPMENT SERVICES INC 3,987 2,267
    HAMILTON LANE INC 5,391 4,292
    HARTFORD FINANCIALSERVICES GRO 51,838 53,296
    HASBRO INC 17,046 14,706
    HDFC BANK LTD ADR 8,179 9,427
    HEIDELBERGCEMENT AG UNSPONSORE 4,150 2,688
    HELEN OF TROY LIMITED 3,165 4,460
    HENRY SCHEIN INC 6,081 5,653
    HERON THERAPEAUTICS INC 1,226 1,167
    HERSHA HOSPITALITY TRUST 3,706 2,771
    HESS CORP 17,257 15,431
    HEXCEL CP DELAWARE 16,133 20,356
    HOME DEPOT INC 41,034 73,366
    HP INC 18,997 16,491
    HSBC HOLDINGS PLC 8,435 7,975
    HUBSPOT INC 4,425 3,646
    HUDSON LTD 3,281 2,504
    HUMANA INC 30,454 29,221
    HURON CONSULTING GROUP INC 4,633 4,413
    ICON PLC - AMERICAN DEPOSITARY 19,163 22,999
    IDEX CP 19,980 17,929
    IDEXX CORP 11,849 26,973
    II VI INC 1,685 1,655
    ILLUMINA INC COM 24,094 20,695
    INCYTE CORPORATION 8,460 9,793
    INDUSTRIA DE DISENO 8,653 7,156
    INFINEON TECH ADS 9,665 8,036
    INGERSOL-RAND PLC 27,567 28,829
    INGEVITY CORPORATION 10,505 15,064
    INPHI CORPORATION 2,549 2,283
    INSULET CORPORATION 12,174 10,074
    INT'L FLAVORS & FRAGRANCES INC 18,520 17,858
    INTEGRA LIFESCIENCES HOLDINGS 5,092 3,563
    INTEGRATED DEVICE TECHNOLOGY I 4,070 7,894
    INTEL CORP 30,961 45,428
    INTERNATIONAL BUSINESS MACHINE 26,933 19,779
    INTESA SANPAOLO SPA 9,087 7,153
    INTL CONSOLIDATED AIRLINES GRO 3,911 3,770
    IQIYI, INC 3,964 3,182
    ISHARE SP SMALL CAP 600 INDEX 307,766 394,430
    ISHARES GOLD TRUST 238,014 239,101
    ISHARES SILVER TRUST 155,852 120,733
    JARDINE STRATEG ADR 3,491 3,197
    JAZZ PHARMACEUTICALS INC 16,837 12,396
    JOHNSON CONTROLS INTERNATIONAL 22,913 19,569
    JP MORGAN CHASE 57,098 97,814
    JULIUS BAER GROUP LTD 9,111 6,347
    KASIKORNBANK PUB CO LTD ADR CM 5,314 5,446
    KEYSIGHT TECHNOLOGIES INC 2,473 2,607
    KIMBERLY CLARK CORP 34,744 33,270
    KNOLL INC 3,094 2,324
    KONINKLIJKE DSM NV ADR 7,063 7,679
    KUBOTA CORPORATION 15,549 13,667
    LAMAR ADVERTISING CO CL A REIT 6,506 6,434
    LAMB WESTON HOLDINGS INC 3,688 4,634
    LEXINGTON REALTY TRUST 3,821 3,284
    LIONS GATE ENTERTAINMENT CORP 1,768 1,280
    LIONS GATE ENTERTAINMENT CORP 1,451 1,063
    LITTELFUSE, INC 17,112 19,377
    LIVE NATION INC COM 14,889 16,647
    LLOYDS BANKING GROUP PLC 9,604 7,404
    LONZA GROUP AG UNSP/ADR 9,459 9,304
    LOWES COMPANIES INC 30,922 25,307
    LOXO ONCOLOGY INC 7,660 7,004
    MAKITA CORP 5,538 4,748
    MALIBU BOATS INC 2,197 2,471
    MANHATTAN ASSOCIATES INC 9,346 12,414
    MARATHON PETROLEUM CORP 28,870 23,781
    MARKETAXESS HOLDINGS, INC 11,442 37,402
    MARRIOTT VACATIONS WORLDWIDE C 11,047 9,589
    MARVELL TECHNOLOGY GROUP LTD 6,084 5,569
    MASONITE INTERNATIONAL CORPORA 3,082 2,197
    MASTEC INC 18,157 15,818
    MASTERCARD INC 26,347 27,354
    MEDIDATA SOLUTIONS, INC 5,759 5,326
    MEDNAX, INC 3,592 2,145
    MEDPACE HOLDINGS, INC 2,953 2,594
    MEDTRONIC PLC 60,480 71,312
    MERCK & CO INC 49,200 67,699
    MERCURY COMPUTER SYSTEMS 9,348 11,681
    MERIT MEDICAL SYSTEMS, INC. 7,313 8,148
    METTLER-TOLEDO INTL 10,312 23,189
    MFA MTG INVTS INC 3,299 2,692
    MGIC INVESTMENT CORP 8,097 10,199
    MGM GROWTH PROPERTIES LLC 4,083 3,724
    MGP INGREDIENTS, INC 11,908 9,756
    MICROCHIP TECHNOLOGY INC 5,332 4,531
    MICROSOFT CORP 75,613 136,103
    MINDBODY INC 3,964 3,567
    MKS INSTRUMENTS, INC 18,693 11,759
    MONOLITHIC POWER SYSTEMS, INC 8,197 8,486
    MONRO MUFFLER BRAKE, INC 4,686 4,469
    MRC GLOBAL INC 1,752 1,125
    MTS SYSTEMS CORPORATION 2,358 1,726
    MURATA MFG INC UNSP/ADR 8,395 7,677
    MURPHY OIL CP HLDG 6,203 5,660
    NATIONAL BANK HOLD-CL A 2,644 2,531
    NATIONAL GENERAL HOLDINGS CORP 3,272 3,559
    NEKTAR THERAPEUTICS 6,584 3,418
    NESTLE S.A 15,732 14,978
    NEUROCRINE BIOSCIENCES, INC 12,140 20,995
    NEW RELIC INC 3,456 2,834
    NEWFIELD EXPLORATION CO 6,689 3,255
    NEWPARK RESOURCES 4,146 3,105
    NEXSTAR MEDIA GROUP, INC 7,024 11,953
    NEXTERA ENERGY, INC 40,512 55,101
    NIKE INC-CL B 69,940 64,428
    NINTENDO CO LTD ADR UNSPON 10,079 7,083
    NLIGHT INC 1,408 1,067
    NORDEA BANK ABP 8,543 6,678
    NORSK HYDRO ASA 6,937 5,584
    NORTHWESTERN CORP 3,645 3,685
    NOVANTA INC 5,636 14,616
    NUTANIX INC 18,489 14,265
    NUTRIEN LTD 6,060 5,828
    NVIDIA CORP 5,598 13,350
    NXP SEMICONDUCTORS 7,481 7,328
    O'REILLY AUTOMOTIVE INC 4,933 6,542
    OASIS PETROLEUM CORP 10,047 4,640
    OCADO GROUP PLC 4,279 3,845
    OLLIES BARGAIN OUTLET HOLDINGS 2,125 3,259
    ON SEMICONDUCTOR 13,267 11,524
    ORACLE CORP 35,768 39,326
    ORANGE 8,519 7,836
    OSI SYSTEMS, INC 1,540 1,466
    OTSUKA HOLDINGS CO 7,815 6,956
    OVERSEA-CHINESE ADR 7,613 8,172
    OWENS ILLINOIS 6,590 5,224
    PACIRA PHARMACEUTICALS INC 2,704 2,409
    PACKAGING CORP AMER 5,729 4,674
    PENN VIRGINIA CORPORATION 2,943 2,379
    PENUMBRA INC 3,996 3,177
    PEPSICO INC 53,896 59,438
    PERFORMANCE FOOD GROUP COMPANY 10,633 10,455
    PG & E CORP 13,119 9,144
    PHILIP MORRIS INTL 8,133 6,542
    PHILLIPS 66 29,340 22,141
    PIMCO INCOME FUND 333,242 327,148
    PINNACLE FINANCIAL PARTNERS IN 2,872 2,121
    PLANET FITNESS INC 11,819 13,298
    PLURALSIGHT INC 481 589
    PNC FINANCIAL GROUP INC 42,372 37,879
    POLARIS INDUSTRIES 18,024 10,045
    POOL CORP 18,333 24,825
    PORTFOLIO RECOVERY ASSOCIATES, 16,161 7,019
    PORTOLA PHARMACEUTICALS INC 9,957 6,734
    PREFERRED APARTMENT COMMUNITIE 3,925 3,121
    PRIMORIS SERVICES CORP 4,054 2,755
    PROCTER GAMBLE CO 36,864 43,570
    PRUDENTIAL FINCL INC 32,458 26,912
    PTC INC 8,713 20,062
    PVH CORP 33,700 22,587
    QUALYS INC COM 3,278 4,410
    QURATE RETAIL INC QVC GROUP 2,603 2,303
    REALPAGE, INC 18,842 15,903
    RECKITT BENCKISER GROUP 13,242 10,198
    REDFIN CORP 647 504
    REPSOL YPF S A ADR 13,173 10,900
    REPUBLIC SVCS INC 6,727 7,497
    ROCHE HOLDING LTD ADR 10,827 9,790
    ROCKWELL AUTOMATION INC 32,154 25,582
    ROYAL DUTCH SHELL CL A 6,968 7,459
    RPT REALTY 3,027 2,784
    RYMAN HOSPITALITY PROPERTIES 3,616 3,735
    S&P GLOBAL INC COM 30,076 24,641
    SAGE THERAPEUTICS INC 11,255 6,801
    SALESFORCE.COM 36,919 69,580
    SAMSONITE 6,992 4,945
    SAP AKTIENGESELL ADS 12,657 11,249
    SAREPTA THERAPEUTICS INC 12,813 10,149
    SCHLUMBERGER LTD 49,534 27,565
    SCHNEIDER ELEC UNSP/ADR 11,310 9,788
    SCHNITZER STEEL INDUSTRIES, IN 1,889 1,595
    SEACOAST BANKING CORPORATION O 3,224 3,669
    SECOM CO LTD ADR OTC 7,448 8,388
    SENDGRID INC 715 820
    SERVICE NOW 3,399 5,698
    SERVICEMASTER GLOBAL HOLDINGS 3,962 6,025
    SEVEN & I HOLDINGS C 8,685 9,474
    SHUTTERSTOCK INC 3,094 2,053
    SIGNATURE BANK 12,607 9,973
    SIX FLAGS ENTERTAINMENT CORPOR 13,543 12,906
    SKAND ENSKILDA 7,862 8,148
    SKF AB ADR 6,826 5,023
    SMART GLOBAL HOLDINGS INC 1,856 1,247
    SMARTSHEET INC 403 447
    SMC CORPORATION 8,980 7,896
    SMITH & NEPHEW PLC ADR 8,491 9,009
    SMITH A O CORP DEL COM 10,247 12,682
    SNAP ON INC 8,970 8,282
    SOUTH JERSEY INDS INC 3,712 3,447
    SOUTHWEST AIRLINES 16,622 20,451
    SPECTRUM BRANDS HOLDINGS INC 9,779 4,901
    SPIRIT AIRLINES INC 5,701 7,993
    SPLUNK INC 11,500 11,429
    SRC ENERGY INC 2,142 1,462
    STATE STREET CORPORATION 35,024 38,094
    STERIS. PLC 10,039 14,425
    STIFEL FINANCIAL CP 3,931 2,941
    SUMITOMO MITSUI FINCL GRP 8,596 7,233
    SUNOPTA INC 500 259
    SURGERY PARTNERS INC COM 2,363 1,508
    SVB FINANCIAL GROUP 10,855 13,484
    SYNEOS HEALTH INC 4,399 3,502
    SYNOPSYS, INC 3,886 4,380
    TAIWAN SEMICONDUCTOR MFG CO LT 11,600 11,590
    TAKE-TWO INTERACTIVE SOFTWARE 11,419 10,809
    TARGET CORPORATION 27,933 24,519
    TELEFONICA BRASIL, S.A 7,436 6,717
    TENARIS SA-ADR 5,552 4,136
    TENCENT HOLDINGS LIMITED 13,740 13,657
    TENNANT CO 3,651 2,501
    TEXAS CAPITAL BANCSHARES, INC 5,641 3,065
    TEXAS INSTRUMENTS INC 19,311 36,666
    TEXAS ROADHOUSE, INC 11,800 10,448
    THE CHEFS' WAREHOUSE, INC 7,982 8,443
    THE CHEMOURS CO 17,627 10,103
    TIFFANY & CO 14,943 15,136
    TJX COMPANIES INC 31,372 42,771
    TOPBUILD CORP 8,067 4,680
    TORAY INDUSTRIES INC 10,351 7,395
    TOTAL FINA ELF S.A 22,552 21,185
    TOYOTA MTR CORP 7,270 6,617
    TRANSDIGM GRP INC 7,365 9,182
    TREX CO INC 6,440 6,411
    TRIMBLE NAV LTD 4,552 4,048
    TRUPANION INC 1,119 1,273
    TYLER TECHNOLOGIES, INC 4,607 5,017
    U G I CP 4,827 5,068
    UBS AG 9,103 6,648
    ULTIMATE SOFTWARE GROUP, INC. 10,244 16,161
    UMB FINANCIAL CORPORATION 3,698 3,170
    UMICORE SA 2,955 3,490
    UNITED RENTALS INC 7,197 9,945
    UNITED TECHNOLOGIES CORP 37,209 31,092
    UNIVAR INC 4,405 2,626
    UNIVERSAL FOREST PRODUCTS, INC 3,318 2,908
    UNIVERSAL HLTH SVC B 20,273 25,060
    VAIL RESORTS INC 16,947 14,125
    VALERO ENERGY CORP 34,186 26,989
    VALLEY NATL BANCORP 3,535 2,700
    VANGUARD FTSE EMERGING MARKETS 558,999 532,447
    VANGUARD SF REIT ETF 30,830 29,604
    VARONIS SYSTEMS INC 1,179 1,534
    VEEVA SYSTEMS INC 8,527 11,165
    VERINT SYSTEMS INC 3,584 3,385
    VERISK ANALYTICS, INC 4,842 6,324
    VERIZON COMMUNICATIONS 51,625 57,007
    VIAVI SOLUTIONS INC 1,989 1,759
    VIRTUSA CORPORATION 3,339 3,535
    VISA INC 37,554 35,492
    VISTEON CORP 2,729 1,266
    VIVENDI SA 9,151 8,404
    VOCERA COMMUNICATIONS, INC. 2,945 3,227
    VODAFONE GROUP PLC 10,015 6,690
    WABASH NATIONAL CORP 4,148 4,800
    WABCO HOLDINGS INC 12,821 11,271
    WALT DISNEY HOLDINGS CO 61,932 82,675
    WASHINGTON FED INC 2,767 2,137
    WATSCO INC 12,721 11,270
    WELLCARE HEALTH PLANS INC 5,069 5,902
    WESTERN ALLIANCE BANCORPORATIO 4,562 3,041
    WEX, INC 12,818 18,348
    WHITEBREAD PLC AMERICAN 7,721 7,744
    WINNEBAGO INDUSTRIES INC 2,711 2,639
    WISDOMTREE INVTS INC 1,949 1,530
    WIX COM LTD 4,916 3,794
    WORLD WRESTLING ENT 4,083 3,138
    WRIGHT MEDICAL GROUP, INC 4,600 4,627
    WYNDHAM DESTINATIONS INC 6,005 4,803
    XPO LOGISTICS INC 5,293 2,681
    XYLEM INC 3,665 3,203
    YEXT INC 2,843 2,034
    ZIMMER BIOMET HOLDINGS 8,766 7,468
    ZOETIS INC 23,894 22,839

    TY 2018 InvestmentsOtherSchedule2
    Name:
    Clark R Smith Family Foundation
    EIN:
    22-2757313
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LEVERAGE MEDIA I LP      
    MENASHA CORP COM   3,715,326 5,286,922
    US COMMODITY INDEX FUND   118,784 83,504

    TY 2018 OtherExpensesSchedule
    Name:
    Clark R Smith Family Foundation
    EIN:
    22-2757313
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 51,075     51,075
    Bank Charges 10 10    
    K-1 Exp US COMMODITY INDEX FUN 875 875    
    State or Local Filing Fees 250     250


    TY 2018 OtherIncomeSchedule2
    Name:
    Clark R Smith Family Foundation
    EIN:
    22-2757313
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss US COMMODITY INDEX FUND 1,642 1,642  
    Class Action Lawsuit Proceeds 184 184  
    foreign tax refund 36 36  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    Clark R Smith Family Foundation
    EIN:
    22-2757313
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 177,698 177,698    


    TY 2018 TaxesSchedule
    Name:
    Clark R Smith Family Foundation
    EIN:
    22-2757313
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2018 18,000