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
RUTH MCC TANKERSLEY CHARITABLE FND
 
Number and street (or P.O. box number if mail is not delivered to street address)3430 EAST SUNRISE DRIVE RM/STE 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TUCSON, AZ85718
A Employer identification number

86-6224242
B Telephone number (see instructions)

(520) 792-1181
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$42,242,716J 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 1,482 1,482  
4 Dividends and interest from securities... 1,085,877 1,085,877  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 3,666,067
b Gross sales price for all assets on line 6a 16,983,624
7 Capital gain net income (from Part IV, line 2)... 1,088,904
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 4,753,426 2,176,263  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 67,500 67,500    
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 79,700 79,700    
b Accounting fees (attach schedule)....... Click to see attachment 13,000 13,000    
c Other professional fees (attach schedule).... Click to see attachment 84,859 84,859    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 43,397 21,900    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 288,456 266,959   0
25 Contributions, gifts, grants paid....... 4,311,405 4,311,405
26 Total expenses and disbursements. Add lines 24 and 25 4,599,861 266,959   4,311,405
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 153,565
b Net investment income (if negative, enter -0-) 1,909,304
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............. 635,711 242,040 242,040
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,766,475 Click to see attachment2,679,343 2,786,281
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 39,339,869 Click to see attachment39,967,223 39,194,395
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment6,327 Click to see attachment20,000 Click to see attachment20,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 42,748,382 42,908,606 42,242,716
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 42,748,382 42,908,606
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 42,748,382 42,908,606
31 Total liabilities and net assets/fund balances (see instructions). 42,748,382 42,908,606
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
42,748,382
2
Enter amount from Part I, line 27a .....................
2
153,565
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
6,659
4
Add lines 1, 2, and 3 ..........................
4
42,908,606
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
42,908,606
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.)
1a
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
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
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 1,088,904
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 3,976,503 47,142,918 0.084350
2016 3,355,224 45,799,906 0.073258
2015 2,668,076 46,863,285 0.056933
2014 2,695,748 50,693,741 0.053177
2013 2,176,055 42,089,784 0.051700
2
Total of line 1, column (d) .....................
2
0.319418
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
0.063884
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
45,179,641
5
Multiply line 4 by line 3......................
5
2,886,256
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
19,093
7
Add lines 5 and 6........................
7
2,905,349
8
Enter qualifying distributions from Part XII, line 4,.............
8
4,311,405
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 19,093
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 19,093
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 19,093
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 20,000
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 20,000
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 10 907
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet907 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)
    bulletAZ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNONE
    14
    The books are in care ofbulletLYNNE DAVIES Telephone no.bullet (520) 577-1135

    Located atbullet3430 E SUNRISE DR 200TUCSONAZ ZIP+4bullet85718
    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
    MARGOT RUBIN TRUSTEE
    000.00     		67,500 0 0
    150 E 58TH STREET
    27TH FLOOR
    NEW YORK,NY10155
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,086,315
    b
    Average of monthly cash balances.......................
    1b
    502,025
    c
    Fair market value of all other assets (see instructions)................
    1c
    42,279,316
    d
    Total (add lines 1a, b, and c).........................
    1d
    45,867,656
    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
    45,867,656
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    688,015
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    45,179,641
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,258,982
    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
    2,258,982
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    19,093
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,093
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,239,889
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,239,889
    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
    2,239,889
    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
    4,311,405
    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
    4,311,405
    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
    19,093
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,292,312
    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 2,239,889
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 102,454
    b From 2014...... 211,319
    c From 2015...... 364,456
    d From 2016...... 1,096,721
    e From 2017...... 1,662,351
    fTotal of lines 3a through e........ 3,437,301
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 4,311,405
    a Applied to 2017, but not more than line 2a  
    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..... 2,239,889
    e Remaining amount distributed out of corpus 2,071,516
    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 5,508,817
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		102,454
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		5,406,363
    10 Analysis of line 9:
    a Excess from 2014.... 211,319
    b Excess from 2015.... 364,456
    c Excess from 2016.... 1,096,721
    d Excess from 2017.... 1,662,351
    e Excess from 2018.... 2,071,516
    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:
    LYNNE DAVIES
    3430 E SUNRISE DR
    SUITE 200
    TUCSON,AZ85718
    (520) 792-1181
    LDAVIES@DUFFIELDLAW.COM
    bThe form in which applications should be submitted and information and materials they should include:
    PROOF OF 501 (C) 3
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    FLORIDA ABOLITIONISTS INC
    200 S ORANGE AVE
    SUITE 2600
    ORLANDO,FL32801     		    SUPPORT TO STOP HUMAN TRAFFICING 52,000
    WOODS HOLE RESEARCH
    149 WOODS HOLE RD
    FALMOUTH,MA02540     		    GRANT TO SUPPORT OPERATIONS 600,000
    AUDUBON NATIONAL SOCIETY
    8940 JONES MILL RD
    ORLANDO,FL34734     		    GRANT TO SUPPORT GREENKIDZ PROGRAM 50,000
    FRIENDS OF HUTTO PARK INC
    P O BOX 1101
    HUTTO,TX78634     		    FUND A COMMUNITY DOG PARK 70,000
    WORLD RESOURCES INSTITUTE
    10 G STREET NE SUITE 800
    WASHINGTON,DC20002     		    GRANT TO SUPPORT GOALS IN CLIMATE CH 600,000
    COMMUNITY FOUNDATION OF SOUTH LAKE
    2150 OAKLEY SEAVER DR
    CLERMONT,FL34711     		    PHILANTHROPIC GIVING FOR COMMUNITY 200,000
    UNIVERISTY OF AZ
    103 ADMIN BOX 210066
    TUCSON,AZ85721     		    RESEARCH FOR EQUINE FACIL LEARNING 317,942
    MIAMI CHILDREN'S HOSPITAL
    3100 SW 62ND STREET
    MIAMI,FL33155     		    BUILDING FUNDS 300,000
    ST GREGORY PREP SCHOOL
    3231 N CRAYCROFT ROAD
    TUCSON,AZ85712     		    GRANT TO SUPPORT SCHOLARSHIPS 500,000
    ST MICHAELS EPISC CHURCH
    602 N WILMONT RD
    TUCSON,AZ85711     		    GRANT FOR THE CAPITAL CAMPAIGN 50,000
    ST MATTHEW'S EPISCOPAL CHURCH
    901 W ERIE ST
    CHANDLER,AZ85225     		    GRANT FOR THE CAPITAL CAMPAIGN 100,000
    ELUSEN INC
    1330 BRIARWOOD DR
    ROCKLEDGE,FL32955     		    GRANT TEACHING PROF GRAPHIC DESIGN 104,000
    HEAVENLY HOOVES
    4651 RUMMELL ROAD
    ST CLOUD,FL34771     		    GRANT TO INSTALL ROADS FOR WHEELCHAI 170,000
    COLLEGE BOUND
    128 M STREET NW SUITE 200
    WASHINGTON,DC20001     		    GRANT FOR GENERAL OPERATING COSTS 25,000
    OSCEOLA CENTER FOR THE ARTS
    2411 E IRLO BRONSON MEM
    KISSIMMEE,FL34744     		    GRANT FOR THE YOUTH ART OUTREACH 30,000
    GRACE LANDING INC
    4231 KISSIMMEE PARK RD
    ST CLOUD,FL34772     		    SUPPORT CHILDREN & FAMILIES 60,000
    ROLLINS COLLEGE
    1000 HOLT AVENUE
    WINTER PARK,FL32789     		    GRANT FOR THE AREA OF NEED 100,000
    PIEDMONT ENV EDUC FND
    PO BOX 442
    BARNESVILLE,MD20838     		    FUNDING ED PROP TO EXPLORE NATURE 10,000
    SUGARLOAF CITIZENS ASSOC
    PO BOX 68
    BARNESVILLE,MD20838     		    GRANT TO EDUC THE PUBLIC AIR QUALITY 10,000
    GREATER ORLANDO HUMAN TRAF TASK FOR
    200 S ORANGE AVE 2600
    ORLANDO,FL32801     		    SUPPORT TASK FORCE 48,000
    UA SOUTHWEST CENTER
    DUGLASS BLDG SUITE 200W
    TUCSON,AZ85721     		    GRANT TO SUPPORT THE NATL ENDOWM 100,000
    TANGLEWOOD MUSIC FESTIVAL ORCH
    301 MASSACHUSETTS AVE
    BOSTON,MA02115     		    GRANT UNRESTRICTED 50,000
    SUMMERLIN ACADEMY EQUESTRIAN
    6415 GARFIELD RD
    FT MEAD,FL33841     		    GRANT TO SUPPORT HORSEMANSHIP 20,000
    THE CLEVELAND ORCHESTRA
    1101 EUCLID AVE
    CLEVELAND,OH44106     		    GRANT TO SUPPORT PROGRAMS 125,000
    WATOTO WORLD
    73 MILLVALE RD
    HAVERHILL,MA01830     		    GRANT SUPPORT CONSTRUCTION CENTER 10,000
    U OF AZ FND COOPER CENTER FOR ENVIR
    P O BOX 210069
    TUCSON,AZ85721     		    GRANT SUPPORT OPERATIONS AT CENTER 30,000
    VALLEY INTERFAITH PROJECT EDUC
    2728 E THOMAS RD
    PHOENIX,AZ85016     		    GRANT FOR SUPPORTING PUBLIC ED 50,000
    REID PARK
    1030 S RANDOLPH WAY
    TUCSON,AZ85716     		    GRANT FOR GENERAL OPERATING SUPPORT 28,000
    ASPIRE HEALTH PARTNERS INC
    5151 ADAMSON ST SUITE 20
    ORLANDO,FL32804     		    GRANT FOR SUPPLIES CRISIS SHELTER 25,000
    EDKEY INC
    1460 S HORNE BLDG 6
    MESA,AZ85204     		    GRANT FOR EDUCATIONAL MATERIALS 30,000
    CULTURAL ARTS COALITION
    1628 E SOUTHERN AVE
    TEMPE,AZ85282     		    GRANT FOR STRENGTH OF WOMEN PROG 50,000
    FOOD FOR THE HUNGRY
    1224 E WASHINGTON ST
    PHOENIX,AZ85034     		    GRANT FOR COMMUNITY PROJECTS 60,000
    CHURCH OF THE ASCENSION
    4015 E LINCOLN DR
    PARADISE VALLEY,AZ85253     		    GRANT FOR FUNDING EDUCATION 20,000
    SEEC SEEKING EMPLOYMENT EQUAL
    8905 FAIRVIEW RD
    SILVER SPRING,MD20910     		    GRANT FOR ASSISTANCE DEV DISABILITY 5,000
    COMMUNITY FND OF SOUTHERN AZ
    6420 E BROADWAY BLVD A
    TUCSON,AZ85710     		    GRANT FOR SOCIAL VENTURE PTNRS 72,000
    THE MATTHEW SHEPARD FDN
    800 18TH ST SUITE 101
    DENVER,CO80202     		    GRANT FOR SPEAKING PROGRAMS 10,000
    SEEDS FOR AUTISM
    3420 S 7TH STREET
    PHOENIX,AZ85040     		    GRANT FOR VOCATIONAL DEV 15,000
    FIND FEED AND RESTORE
    830 W MONTROSE STREET
    CLERMONT,FL34711     		    GRANT FOR SUPPORT OF HOMELESS FAM. 10,000
    MAKE A WISH AZ
    2901 M/78TH ST
    SCOTTSDALE,AZ85251     		    GRANT FOR CRITICAL ILL CHILDREN 18,000
    FRIENDS CLUB BH PRESBYTERIAN CHURCH
    6601 BRADLEY BLVD
    BETHESDA,MD20817     		    GRANT FOR ALZHEIMER'S PROGRAM 30,000
    MT ZION AME CHURCH
    202 JEFFERSON PIKE
    KNOXVILLE,MD21758     		    GRANT FOR OPERATING EXPENSES 21,463
    RELEASING CHAINS INC
    200 S ORANGE AVE
    ORLANDO,FL32801     		    GRANT FOR VICTIM NEEDS, SHELTER 25,000
    FL SCRUB JAY CONSORTIUM
    P O BOX 120777
    CLERMONT,FL34712     		    GRANT FOR SUPPORT 2,500
    LGBT COMMUNITY CTR
    946 N MILLS AVENUE
    ORLANDO,FL32803     		    GRANT FOR GENERAL OPERATING EXP 5,000
    PAN AFRICAN SANCTUARIES
    3426 SW ARNOLD ST
    PORTLAND,OR97219     		    GRANT FOR PROFESSIONAL CONF 2,500
    DEFENDERS OF WILDLIFE
    1130 17TH ST NW
    WASHINGTON,DC20036     		    GRANT PROTECTION AND RESTORATION 100,000
    Total .................................bullet 3a 4,311,405
    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 ...........     		        1,482
    4 Dividends and interest from securities....         1,085,877
    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 ............     		        3,666,067
    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)..     4,753,426
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,753,426
    (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:
    RUTH MCC TANKERSLEY CHARITABLE FND
    EIN:
    86-6224242
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 13,000 13,000    

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

    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    RUTH MCC TANKERSLEY CHARITABLE FND
    EIN:
    86-6224242
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    FIDELITY CONTRAFUND 2017-07 PURCHASE 2018-06   290,899 265,192     25,707  
    HARBOR FD INTL 2018-01 PURCHASE 2018-01   244,870 233,510     11,360  
    MFS SERIES TRUST MID CAP VALUE 2017-07 PURCHASE 2018-06   93,603 92,927     676  
    MFS SER TRX INTERNATIONAL DIV 2018-01 PURCHASE 2018-06   321,739 338,562     -16,823  
    VANGUARD EQUITY INCOME FUND 2017-07 PURCHASE 2018-06   148,327 143,094     5,233  
    WESTERN ASSET CORE PLUS BD FUND 2017-03 PURCHASE 2018-03   133,159 133,159        
    DODGE & COX INTL 2014-06 PURCHASE 2018-03   161,138 167,419     -6,281  
    FIDELITY INVT TR NEW MKTS 2014-01 PURCHASE 2018-12   92,568 95,605     -3,037  
    FIDELITY CONTRAFUND 2017-07 PURCHASE 2018-09   42,814 34,574     8,240  
    HARBOR FD INTL FD 2017-01 PURCHASE 2018-01   720,880 628,872     92,008  
    INVESCO TR S&P 500 EQUAL 2017-07 PURCHASE 2018-09   126,307 86,034     40,273  
    LORD ABBETT HIGH YIELD 2014-01 PURCHASE 2018-12   152,225 158,236     -6,011  
    MFS SERIES TRUST MID CAP 2017-07 PURCHASE 2018-09   19,573 18,271     1,302  
    NUVEEN INVT FDS REAL ESTATE 2012-10 PURCHASE 2018-12   179,820 189,494     -9,674  
    PIMCO FDS PAC INVT MGMT 2008-11 PURCHASE 2018-12   37,925 37,947     -22  
    VANGUARD FUNDS EQUITY INCOME 2014-07 PURCHASE 2018-12   83,300 76,161     7,139  
    VANGUARD EMERGING MKT STOCK 2014-01 PURCHASE 2018-12   184,580 161,578     23,002  
    VANGUARD SMALL CAP GROWTH 2012-10 PURCHASE 2018-09   101,833 51,690     50,143  
    WESTERN ASSET FDS CORE PLUS 2016-11 PURCHASE 2018-12   2,266,254 2,291,600     -25,346  
    COLUMBIA FUNDS TR SMALL CAP VALUE 2007-11 PURCHASE 2018-06   51,637 42,211     9,426  
    HARBOR FD INTL FD INSTL 2011-12 PURCHASE 2018-01   1,178,141 905,851     272,290  
    INVESCO TR S&P 500 EQUAL 2008-09 PURCHASE 2018-06   50,983 19,991     30,992  
    PIMCO FDS PAC INVT MGMT 2009-02 PURCHASE 2018-03   351,960 349,138     2,822  
    GUGGENHEIM S&P 500 EQUAL 2007-01 PURCHASE 2018-03   213,471 103,333     110,138  
    VICTORY PORTFOLIOS MUNDER MID CAP 2011-11 PURCHASE 2018-09   115,090 90,793     24,297  
    FIDELITY CONCORD STR TR 2018-01 PURCHASE 2018-08   236,598 237,958     -1,360  
    FIDELITY FUNDS ADVISOR SHORT 2018-01 PURCHASE 2018-01   14,364 14,470     -106  
    LORD ABBETT SECURITIES VALUE OPP 2017-11 PURCHASE 2018-10   69,329 67,991     1,338  
    TOUCHSTONE INSTL FDS TR SANDS 2017-12 PURCHASE 2018-01   617,242 549,906     67,336  
    DODGE & COX 2008-01 PURCHASE 2018-03   1,968 1,877     91  
    AMERICAN FUNDS EUROPACIFIC GROWTH 2012-08 PURCHASE 2018-03   172,682 111,136     61,546  
    FIDELITY FUNDS ADVISOR SHORT 2017-01 PURCHASE 2018-01   1,183,909 1,197,639     -13,730  
    LAZARD FDS EMERGING MKTS 2012-08 PURCHASE 2018-03   162,150 138,882     23,268  
    LORD ABBETT SECURITIES VALUE OPP 2016-11 PURCHASE 2018-10   1,087,940 1,102,150     -14,210  
    METROPOLITAN WEST 2014-10 PURCHASE 2018-04   370,731 379,385     -8,654  
    T ROWE PRICE BLUE CHIP 2016-08 PURCHASE 2018-03   350,331 241,731     108,600  
    TOUCHSTONE INSTL SANDS CAP INSTL 2016-12 PURCHASE 2018-01   1,221,851 1,062,797     159,054  
    DIAMOND HILL LARGE CAP 2011-12 PURCHASE 2018-10   224,423 119,655     104,768  
    DIAMOND HILL SMALL CAP 2009-03 PURCHASE 2018-03   98,618 37,951     60,667  
    DODGE & COX 2008-01 PURCHASE 2018-03   3,728 3,527     201  
    DODGE & COX INCOME 2009-04 PURCHASE 2018-04   312,506 274,299     38,207  
    GOLDMAN SACHS TR FINL SQ 2011-09 PURCHASE 2018-10   63,989 63,989        
    HARBOR HIGH YIELD 2010-04 PURCHASE 2018-03   43,001 45,720     -2,719  
    MFS SER TR EMERGING MKTS 2008-01 PURCHASE 2018-03   30,353 28,502     1,851  
    T ROWE PRICE MID-CAP GROWTH 2011-12 PURCHASE 2018-03   241,736 148,153     93,583  
    T ROWE PRICE REAL ESTATE 2011-12 PURCHASE 2018-05   112,340 73,976     38,364  
    THORNBURG INVT TR GLOBAL OPPOR 2008-01 PURCHASE 2018-03   29,370 16,832     12,538  
    TOUCHSTONE INSTL SANDS CAP 2011-12 PURCHASE 2018-01   1,882,465 683,789     1,198,676  

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    RUTH MCC TANKERSLEY CHARITABLE FND
    EIN:
    86-6224242
    Name of Stock End of Year Book Value End of Year Fair Market Value
    WELLS FARGO 4922 2,679,343 2,786,281

    TY 2018 InvestmentsOtherSchedule2
    Name:
    RUTH MCC TANKERSLEY CHARITABLE FND
    EIN:
    86-6224242
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WELLS FARGO 4922 FMV 19,575,630 17,576,619
    WELLS FARGO 3765 FMV 20,391,593 21,617,776

    TY 2018 LegalFeesSchedule
    Name:
    RUTH MCC TANKERSLEY CHARITABLE FND
    EIN:
    86-6224242
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUFFIELD 79,700 79,700    


    TY 2018 OtherAssetsSchedule
    Name:
    RUTH MCC TANKERSLEY CHARITABLE FND
    EIN:
    86-6224242
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID EXCISE TAX 6,327 20,000 20,000


    TY 2018 OtherIncreasesSchedule
    Name:
    RUTH MCC TANKERSLEY CHARITABLE FND
    EIN:
    86-6224242
    Description Amount
    UNREALIZED GAINS 6,659


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    RUTH MCC TANKERSLEY CHARITABLE FND
    EIN:
    86-6224242
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PORTFOLIO EVAL INC 49,257 49,257    
    ADVISORY FEES 35,602 35,602    


    TY 2018 TaxesSchedule
    Name:
    RUTH MCC TANKERSLEY CHARITABLE FND
    EIN:
    86-6224242
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 21,900 21,900    
    EXCISE TAX 21,497