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 10-01-2018 , and ending 09-30-2019
Name of foundation
CAROLINE J S SANDERS TD
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

23-6781822
B Telephone number (see instructions)

(888) 730-4933
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$787,446J 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      
4 Dividends and interest from securities... 19,071 19,071  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 33,807
b Gross sales price for all assets on line 6a 412,753
7 Capital gain net income (from Part IV, line 2)... 33,807
8 Net short-term capital gain......... 0
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........ 52,878 52,878  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,668 8,751   2,917
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 858 0 0 858
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 621 621   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 786 8   778
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,933 9,380 0 4,553
25 Contributions, gifts, grants paid....... 36,000 36,000
26 Total expenses and disbursements. Add lines 24 and 25 49,933 9,380 0 40,553
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,945
b Net investment income (if negative, enter -0-) 43,498
c Adjusted net income (if negative, enter -0-)... 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......... 28,232 58,497 58,497
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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).......      
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).......... 668,224 Click to see attachment641,036 728,949
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) 696,456 699,533 787,446
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........ 696,456 699,533
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)..... 696,456 699,533
31 Total liabilities and net assets/fund balances (see instructions). 696,456 699,533
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
696,456
2
Enter amount from Part I, line 27a .....................
2
2,945
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
278
4
Add lines 1, 2, and 3 ..........................
4
699,679
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
146
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
699,533
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 16. AMER CENT SMALL CAP GRWTH INST 336   2018-02-09 2018-10-02
b 2. AMERIPRISE FINL INC   2018-08-08 2018-10-02
c 4. APPLE INC   2014-02-25 2018-10-02
d 43. ARTISAN MID CAP FUND-INSTL 1333   2018-02-09 2018-10-02
e 328. BLACKROCK GL L/S CREDIT-K #1940   2015-10-27 2018-10-02
1. CVS HEALTH CORPORATION   2018-02-02 2018-10-02
5. CVS HEALTH CORPORATION   2017-09-08 2018-10-02
27. CISCO SYSTEMS INC   2014-02-25 2018-10-02
12. COMCAST CORP CLASS A   2018-08-08 2018-10-02
383. DODGE & COX INCOME FD COM #147   2008-10-01 2018-10-02
17. JP MORGAN MID CAP VALUE-I #758   2014-10-20 2018-10-02
6. GILEAD SCIENCES INC   2014-02-25 2018-10-02
3. ELI LILLY & CO COM   2016-10-03 2018-10-02
50. MANULIFE FINANCIAL CORP   2016-01-04 2018-10-02
4. MERCK & CO INC NEW   2016-08-25 2018-10-02
973. METROPOLITAN WEST T/R BD-PLN #712   2015-07-24 2018-10-02
716.048 NEUBERGER BERMAN LONG SH-INS #1830   2017-10-26 2018-10-02
909.952 NEUBERGER BERMAN LONG SH-INS #1830   2017-05-23 2018-10-02
7. PNC FINANCIAL SERVICES GROUP   2015-05-27 2018-10-02
9. ROCHE HOLDINGS LTD - ADR   2015-02-27 2018-10-02
23. T ROWE PRICE INST FLOAT RATE 170   2017-04-27 2018-10-02
5. SCHLUMBERGER LTD   2014-11-24 2018-10-02
6. SUNCOR ENERGY INC NEW F   2015-07-13 2018-10-02
10. SUNCOR ENERGY INC NEW F   2018-08-08 2018-10-02
4. TJX COMPANIES INC   2014-02-25 2018-10-02
9. UNION PACIFIC CORP   2014-02-25 2018-10-02
1. UNITEDHEALTH GROUP INC   2014-02-25 2018-10-02
3. ZOETIS INC   2017-04-25 2018-10-02
429.789 T ROWE PR REAL ESTATE-I #432   2015-12-24 2018-11-16
28.211 T ROWE PR REAL ESTATE-I #432   2018-10-09 2018-11-16
301. SPDR DJ WILSHIRE INTERNATIONAL REAL   2011-08-24 2018-11-16
21. SPDR DJ WILSHIRE INTERNATIONAL REAL   2018-10-02 2018-11-16
8. AMERIPRISE FINL INC   2018-08-08 2018-12-28
16. AMERIPRISE FINL INC   2015-09-11 2018-12-28
15. SCHLUMBERGER LTD   2018-11-19 2018-12-28
5. SCHLUMBERGER LTD   2018-04-10 2018-12-28
55. SCHLUMBERGER LTD   2014-02-25 2018-12-28
157. AMER CENT SMALL CAP GRWTH INST 336   2018-02-09 2019-02-26
18. ARTISAN MID CAP FUND-INSTL 1333   2018-02-09 2019-02-26
1214.329 DODGE & COX INCOME FD COM #147   2008-10-01 2019-02-26
47. EATON VANCE GLOB MACRO ADV-I 208   2017-10-26 2019-02-26
122. FIDELITY NEW MRKTS INC-I   2016-08-24 2019-02-26
145. JP MORGAN MID CAP VALUE-I #758   2013-10-09 2019-02-26
6. ISHARES CORE MSCI EMERGING   2018-10-05 2019-02-26
98. JOHN HANCOCK II-CURR STR-I 3643   2017-10-26 2019-02-26
22. JPMORGAN HIGH YIELD FUND SS 3580   2018-02-09 2019-02-26
39. OPPENHEIMER DEVELOPING MKT-I 799   2018-10-09 2019-02-26
23.751 STERLING CAPITAL STRATTON SMALL CAP   2018-10-09 2019-02-26
43.249 STERLING CAPITAL STRATTON SMALL CAP   2018-02-09 2019-02-26
178. TCW EMRG MKTS INCM-I 4721   2018-07-18 2019-02-26
133. AQR MANAGED FUTURES STR-I   2016-08-24 2019-03-28
13. AT & T INC   2018-04-10 2019-03-28
9. APPLE INC   2018-11-19 2019-03-28
23. ARTISAN MID CAP FUND-INSTL 1333   2017-01-26 2019-03-28
64. BLACKROCK GL L/S CREDIT-K #1940   2015-10-27 2019-03-28
7. CVS HEALTH CORPORATION   2018-11-19 2019-03-28
2. CISCO SYSTEMS INC   2014-02-25 2019-03-28
15. CISCO SYSTEMS INC   2018-11-19 2019-03-28
3. COMCAST CORP CLASS A   2018-08-08 2019-03-28
10. COMCAST CORP CLASS A   2018-11-19 2019-03-28
71. COMCAST CORP CLASS A   2014-02-25 2019-03-28
1. WALT DISNEY CO   2018-04-10 2019-03-28
5. WALT DISNEY CO   2018-11-19 2019-03-28
58. EATON VANCE GLOB MACRO ADV-I 208   2017-10-26 2019-03-28
9.07596 FIDELITY NEW MRKTS INC-Z #3323   2016-08-24 2019-03-28
57.92404 FIDELITY NEW MRKTS INC-Z #3323   2016-08-24 2019-03-28
7. GILEAD SCIENCES INC   2018-11-19 2019-03-28
14. GILEAD SCIENCES INC   2014-02-25 2019-03-28
6. HOME DEPOT INC   2017-03-31 2019-03-28
4. LAM RESEARCH CORP COM   2018-07-24 2019-03-28
15. ELI LILLY & CO COM   2018-11-19 2019-03-28
3. ELI LILLY & CO COM   2016-10-03 2019-03-28
1. MERCK & CO INC NEW   2016-08-25 2019-03-28
5. MERCK & CO INC NEW   2018-11-19 2019-03-28
191. METROPOLITAN WEST T/R BD-PLN #712   2016-04-27 2019-03-28
1. MICROSOFT CORP   2015-08-10 2019-03-28
10. MICROSOFT CORP   2018-11-19 2019-03-28
12. MONDELEZ INTERNATIONAL INC   2018-11-19 2019-03-28
17.25397 ASG GLOBAL ALTERNATIVES-Y 1993   2013-07-12 2019-03-28
31.74603 ASG GLOBAL ALTERNATIVES-Y 1993   2013-07-12 2019-03-28
27. NEUBERGER BERMAN LONG SH-INS #1830   2017-05-23 2019-03-28
8. NIKE INC CL B   2017-10-30 2019-03-28
10. NIKE INC CL B   2018-11-19 2019-03-28
29. OPPENHEIMER DEVELOPING MKT-I 799   2018-10-09 2019-03-28
73. PIMCO TOTAL RET FD-INST #35   2019-02-27 2019-03-28
12. PNC FINANCIAL SERVICES GROUP   2015-05-27 2019-03-28
5. PNC FINANCIAL SERVICES GROUP   2018-11-19 2019-03-28
24. ROCHE HOLDINGS LTD - ADR   2015-02-27 2019-03-28
496.135 T ROWE PRICE INST FLOAT RATE 170   2015-11-16 2019-03-28
1.859 T ROWE PR REAL ESTATE-I #432   2015-12-24 2019-03-28
6.141 T ROWE PR REAL ESTATE-I #432   2019-02-27 2019-03-28
8. SPDR DJ WILSHIRE INTERNATIONAL REAL   2011-10-20 2019-03-28
4. SPIRIT AEROSYTSEMS HOLD-CL A   2016-10-03 2019-03-28
10. SPIRIT AEROSYTSEMS HOLD-CL A   2018-11-19 2019-03-28
149. TCW EMRG MKTS INCM-I 4721   2018-07-18 2019-03-28
1. TARGET CORP   2014-02-25 2019-03-28
5. TARGET CORP   2018-11-19 2019-03-28
5. UNION PACIFIC CORP   2018-11-19 2019-03-28
9. UNION PACIFIC CORP   2014-02-25 2019-03-28
5. ZOETIS INC   2018-11-19 2019-03-28
1. ZOETIS INC   2017-04-25 2019-03-28
23. UBS GROUP AG   2018-04-10 2019-03-28
1. TE CONNECTIVITY LTD   2018-11-19 2019-03-28
5. TE CONNECTIVITY LTD   2017-05-23 2019-03-28
13. BERSHIRE HATHAWAY INC.   2014-02-25 2019-04-22
66. AQR MANAGED FUTURES STR-I   2016-08-24 2019-05-14
89. AMER CENT SMALL CAP GRWTH INST 336   2018-02-09 2019-05-14
50. ARTISAN MID CAP FUND-INSTL 1333   2017-01-26 2019-05-14
45. BLACKROCK GL L/S CREDIT-K #1940   2015-10-27 2019-05-14
20. DODGE & COX INT'L STOCK FD #1048   2018-10-09 2019-05-14
33. EATON VANCE GLOB MACRO ADV-I 208   2017-10-26 2019-05-14
2073. FIDELITY NEW MRKTS INC-Z #3323   2013-10-09 2019-05-14
39. JP MORGAN MID CAP VALUE-I #758   2013-10-09 2019-05-14
6. ISHARES CORE MSCI EMERGING   2018-10-05 2019-05-14
9.666 JPMORGAN HIGH YIELD FUND SS 3580   2018-10-09 2019-05-14
16.334 JPMORGAN HIGH YIELD FUND SS 3580   2018-02-09 2019-05-14
23. ASG GLOBAL ALTERNATIVES-Y 1993   2013-07-12 2019-05-14
31.903 NEUBERGER BERMAN LONG SH-INS #1830   2019-02-27 2019-05-14
21.097 NEUBERGER BERMAN LONG SH-INS #1830   2017-05-23 2019-05-14
31. OPPENHEIMER DEVELOPING MKT-I 799   2018-10-09 2019-05-14
81. T ROWE PR OVERSEAS STOCK-I #521   2018-10-09 2019-05-14
5. T ROWE PR REAL ESTATE-I #432   2015-12-24 2019-05-14
4. STERLING CAPITAL STRATTON SMALL CAP   2018-02-09 2019-05-14
967. TCW EMRG MKTS INCM-I 4721   2018-07-18 2019-05-14
8. CELANESE CORP   2019-02-26 2019-05-16
5. DIAGEO PLC - ADR   2019-02-26 2019-05-16
8. EOG RESOURCES, INC   2018-11-19 2019-05-16
4. ELECTRONIC ARTS INC   2019-02-26 2019-05-16
27. HAIN CELESTIAL GROUP INC   2016-01-04 2019-05-16
10. LAS VEGAS SANDS CORP   2018-07-27 2019-05-16
3. MICROSOFT CORP   2015-08-10 2019-05-16
12. ROCHE HOLDINGS LTD - ADR   2015-10-23 2019-05-16
23. SUNCOR ENERGY INC NEW F   2019-02-26 2019-05-16
10. TJX COMPANIES INC   2018-11-19 2019-05-16
2. TJX COMPANIES INC   2014-02-25 2019-05-16
4. THERMO FISHER SCIENTIFIC INC   2014-02-25 2019-05-16
7. TOTAL S.A. - ADR   2014-02-25 2019-05-16
12. TOTAL S.A. - ADR   2019-02-26 2019-05-16
9. UNITED PARCEL SERVICE-CL B   2019-02-26 2019-05-16
4. ZOETIS INC   2017-04-25 2019-05-16
5. EATON CORP PLC   2019-02-26 2019-05-16
45. FLEXTRONICS INTL LTD   2018-07-12 2019-05-16
9. WALT DISNEY CO   2014-02-25 2019-06-17
71. ROCHE HOLDINGS LTD - ADR   2015-09-01 2019-06-17
15. ROCHE HOLDINGS LTD - ADR   2018-11-19 2019-06-17
5. APPLE INC   2014-02-25 2019-07-03
1. APPLE INC   2018-11-19 2019-07-03
18. CISCO SYSTEMS INC   2014-02-25 2019-07-03
7. MICROSOFT CORP   2015-08-10 2019-07-03
5. UNION PACIFIC CORP   2019-05-16 2019-07-03
4. JPMORGAN CHASE & CO   2019-04-22 2019-07-19
6. MERCK & CO INC NEW   2016-03-16 2019-07-19
3. THERMO FISHER SCIENTIFIC INC   2014-02-25 2019-07-19
8. ZOETIS INC   2017-04-25 2019-07-19
5. CME GROUP INC   2014-02-25 2019-07-30
5. CME GROUP INC   2018-11-19 2019-07-30
89.451 AQR MANAGED FUTURES STR-I   2018-10-09 2019-08-08
2570.014 AQR MANAGED FUTURES STR-I   2013-07-12 2019-08-08
22.61 AQR MANAGED FUTURES STR-I   2019-02-27 2019-08-08
31.667 INV BALANCE RISK COMM STR-Y 8611   2019-02-27 2019-08-08
2353.043 INV BALANCE RISK COMM STR-Y 8611   2018-10-09 2019-08-08
7. AMER CENT SMALL CAP GRWTH INST 336   2018-02-09 2019-08-08
19. ARTISAN MID CAP FUND-INSTL 1333   2012-04-10 2019-08-08
2290.339 BLACKROCK GL L/S CREDIT-K #1940   2015-09-28 2019-08-08
26.593 BLACKROCK GL L/S CREDIT-K #1940   2019-02-27 2019-08-08
608.256 DODGE & COX INT'L STOCK FD #1048   2009-01-02 2019-08-08
30.525 DODGE & COX INT'L STOCK FD #1048   2019-02-27 2019-08-08
21.237 DODGE & COX INT'L STOCK FD #1048   2018-10-09 2019-08-08
95. EATON VANCE GLOB MACRO ADV-I 208   2017-10-26 2019-08-08
17. FIDELITY NEW MRKTS INC-Z #3323   2015-11-20 2019-08-08
71. JOHN HANCOCK II-CURR STR-I 3643   2017-10-26 2019-08-08
26.554 ASG GLOBAL ALTERNATIVES-Y 1993   2018-10-09 2019-08-08
1371.309 ASG GLOBAL ALTERNATIVES-Y 1993   2013-06-13 2019-08-08
53.633 NEUBERGER BERMAN LONG SH-INS #1830   2019-02-27 2019-08-08
1021.441 NEUBERGER BERMAN LONG SH-INS #1830   2014-07-14 2019-08-08
117. TCW EMRG MKTS INCM-I 4721   2018-07-18 2019-08-08
12. APPLE INC   2019-08-09 2019-09-11
29. PNC FINANCIAL SERVICES GROUP   2019-05-16 2019-09-11
42.94 INV OPP DEVELOP MRKTS-R6   2019-08-08 2019-09-27
155.855 INV OPP DEVELOP MRKTS-R6   2011-05-25 2019-09-27
1.205 INV OPP DEVELOP MRKTS-R6   2018-10-09 2019-09-27
455. ISHARES CORE MSCI EMERGING   2018-10-05 2019-09-27
39. ISHARES CORE MSCI EMERGING   2019-08-08 2019-09-27
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 329   274 55
b 297   283 14
c 917   298 619
d 2,070   1,772 298
e 3,418   3,418  
79   76 3
397   401 -4
1,321   589 732
427   420 7
5,121   4,892 229
706   626 80
471   503 -32
323   242 81
888   730 158
288   250 38
9,448   9,923 -475
10,862   10,146 716
13,804   12,494 1,310
951   672 279
273   307 -34
230   232 -2
309   493 -184
236   163 73
393   411 -18
443   244 199
1,464   803 661
270   75 195
275   165 110
11,987   11,816 171
787   782 5
11,171   10,878 293
779   794 -15
828   1,054 -226
1,656   1,652 4
548   724 -176
183   336 -153
2,010   4,895 -2,885
2,715   2,685 30
696   742 -46
16,442   14,062 2,380
457   502 -45
1,839   1,981 -142
5,451   5,123 328
312   296 16
901   956 -55
158   160 -2
1,633   1,523 110
1,849   2,064 -215
3,367   3,607 -240
1,447   1,428 19
1,124   1,362 -238
403   467 -64
1,689   1,673 16
891   943 -52
630   667 -37
373   548 -175
107   44 63
799   685 114
121   105 16
403   381 22
2,863   1,798 1,065
111   101 10
555   575 -20
563   619 -56
136   147 -11
869   940 -71
444   475 -31
888   1,173 -285
1,142   882 260
700   694 6
1,943   1,733 210
389   242 147
83   62 21
413   381 32
1,916   1,946 -30
117   47 70
1,169   1,045 124
592   533 59
188   198 -10
345   365 -20
372   371 1
674   441 233
842   724 118
1,210   1,132 78
739   731 8
1,464   1,152 312
610   675 -65
818   818  
4,857   4,922 -65
53   51 2
176   172 4
314   271 43
363   181 182
908   819 89
1,214   1,195 19
80   56 24
402   390 12
825   754 71
1,485   803 682
496   449 47
99   55 44
275   402 -127
80   75 5
402   381 21
2,725   1,510 1,215
562   676 -114
1,558   1,522 36
2,013   2,046 -33
446   469 -23
799   850 -51
321   352 -31
30,867   32,722 -1,855
1,488   1,297 191
297   296 1
69   70 -1
117   119 -2
251   265 -14
452   435 17
299   290 9
1,285   1,210 75
816   871 -55
143   137 6
306   334 -28
7,823   7,755 68
816   827 -11
855   787 68
767   845 -78
393   394 -1
650   1,075 -425
636   711 -75
387   142 245
392   407 -15
750   789 -39
530   488 42
106   61 45
1,068   494 574
380   445 -65
651   685 -34
917   1,004 -87
414   221 193
399   405 -6
471   661 -190
1,266   806 460
2,444   2,270 174
516   465 51
1,018   373 645
204   186 18
1,004   393 611
959   331 628
857   882 -25
458   455 3
489   343 146
874   371 503
916   441 475
987   366 621
987   977 10
822   814 8
23,618   25,687 -2,069
208   185 23
195   209 -14
14,518   16,236 -1,718
129   120 9
837   766 71
23,064   23,444 -380
268   260 8
24,081   14,450 9,631
1,208   1,250 -42
841   903 -62
967   1,015 -48
259   256 3
651   693 -42
293   299 -6
15,139   14,927 212
778   730 48
14,811   13,230 1,581
986   938 48
2,646   2,430 216
3,965   3,843 122
1,798   1,785 13
6,527   5,451 1,076
50   47 3
22,341   22,441 -100
1,915   1,885 30
      13,841
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       55
b       14
c       619
d       298
e        
      3
      -4
      732
      7
      229
      80
      -32
      81
      158
      38
      -475
      716
      1,310
      279
      -34
      -2
      -184
      73
      -18
      199
      661
      195
      110
      171
      5
      293
      -15
      -226
      4
      -176
      -153
      -2,885
      30
      -46
      2,380
      -45
      -142
      328
      16
      -55
      -2
      110
      -215
      -240
      19
      -238
      -64
      16
      -52
      -37
      -175
      63
      114
      16
      22
      1,065
      10
      -20
      -56
      -11
      -71
      -31
      -285
      260
      6
      210
      147
      21
      32
      -30
      70
      124
      59
      -10
      -20
      1
      233
      118
      78
      8
      312
      -65
       
      -65
      2
      4
      43
      182
      89
      19
      24
      12
      71
      682
      47
      44
      -127
      5
      21
      1,215
      -114
      36
      -33
      -23
      -51
      -31
      -1,855
      191
      1
      -1
      -2
      -14
      17
      9
      75
      -55
      6
      -28
      68
      -11
      68
      -78
      -1
      -425
      -75
      245
      -15
      -39
      42
      45
      574
      -65
      -34
      -87
      193
      -6
      -190
      460
      174
      51
      645
      18
      611
      628
      -25
      3
      146
      503
      475
      621
      10
      8
      -2,069
      23
      -14
      -1,718
      9
      71
      -380
      8
      9,631
      -42
      -62
      -48
      3
      -42
      -6
      212
      48
      1,581
      48
      216
      122
      13
      1,076
      3
      -100
      30
       
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 33,807
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 40,440 808,515 0.050018
2016 32,034 776,152 0.041273
2015 34,656 742,592 0.046669
2014 36,756 809,052 0.045431
2013 45,263 828,577 0.054627
2
Total of line 1, column (d) .....................
2
0.238018
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
0.047604
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
765,169
5
Multiply line 4 by line 3......................
5
36,425
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
435
7
Add lines 5 and 6........................
7
36,860
8
Enter qualifying distributions from Part XII, line 4,.............
8
40,553
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 1 435
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 435
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 435
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 360
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 360
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 75
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (888) 730-4933

    Located atbullet100 N MAIN ST MAC D4001-117WINSTON SALEMNC ZIP+4bullet27101
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    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
    Wells Fargo Bank NA Trustee
    1     		11,668    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    735,203
    b
    Average of monthly cash balances.......................
    1b
    41,618
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    776,821
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    776,821
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    11,652
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    765,169
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    38,258
    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
    38,258
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    435
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    435
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    37,823
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    37,823
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    37,823
    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
    40,553
    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
    40,553
    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
    435
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    40,118
    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 37,823
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 17,963
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 40,553
    a Applied to 2017, but not more than line 2a 17,963
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 22,590
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		15,233
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    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.
    NONE
    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
    PHILADELPHIA CHILDREN'S ALLIANCE
    300 E HUNTING PARK AVE
    PHILADELPHIA,PA19124     		NONE PC GENERAL OPERATING 2,000
    ROYER-GREAVES SCHOOL FOR BLIND
    118 S VALLEY RD
    PAOLI,PA19301     		NONE PC GENERAL OPERATING 3,000
    1812 PRODUCTIONS INC
    2329 S 3RD ST
    Philadelphia,PA19148     		NONE PC GENERAL OPERATING 2,000
    Camelot For Children Inc
    2354 W EMAUS AVE
    Allentown,PA18103     		NONE PC GENERAL OPERATING 3,000
    CHESTNUT HILL MEALS ON WHEELS
    1710 BETHLEHEM PIKE
    Flourtown,PA19031     		NONE PC GENERAL OPERATING 2,000
    EQUI-LIBRIUM INC
    524 FEHR RD NAZARETH
    Philadelphia,PA18064     		NONE PC GENERAL OPERATING 3,000
    FAMILY PROMISE OF MONROE COUNTY
    1274 PA-611
    Stroudsburg,PA18360     		NONE PC GENERAL OPERATING 2,000
    THE FREE LIBRARY OF PHILADELPHIA
    1901 VINE STREET
    Philadelphia,PA19103     		NONE PC GENERAL OPERATING 3,000
    IMMACULATA UNIVERSITY
    1145 W KING ROAD
    IMMACULATA,PA19345     		NONE PC GENERAL OPERATING 5,000
    CENTRAL PA FOOD BANK
    3301 WAHOO DR
    Williamsport,PA17701     		NONE PC GENERAL OPERATING 4,000
    MIGHTY WRITERS
    1501 CHRISTIAN ST
    Philadelphia,PA19146     		NONE PC GENERAL OPERATING 2,000
    THIRD STREET ALLIANCE FOR WOMEN AND CHIL
    41 NORTH THIRD STREET
    Easton,PA18042     		NONE PC GENERAL OPERATING 2,000
    TIMOTHY SCHOOL CORP
    973 OLD LANCASTER RD
    Berwyn,PA19312     		NONE PC GENERAL OPERATING 3,000
    Total .................................bullet 3a 36,000
    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 ...........     		         
    4 Dividends and interest from securities....     14 19,071  
    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 33,807  
    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)..   52,878  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    52,878
    (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:
    CAROLINE J S SANDERS TD
    EIN:
    23-6781822
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 858     858

    TY 2018 InvestmentsOtherSchedule2
    Name:
    CAROLINE J S SANDERS TD
    EIN:
    23-6781822
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    405217100 HAIN CELESTIAL GROUP AT COST 3,175 2,749
    58933Y105 MERCK & CO INC NEW AT COST 1,935 3,283
    20030N101 COMCAST CORP CLASS A      
    4812C0803 JPMORGAN HIGH YIELD AT COST 22,811 23,030
    126650100 CVS/CAREMARK CORPORA AT COST 6,457 5,929
    26875P101 EOG RESOURCES, INC AT COST 3,543 2,598
    04314H600 ARTISAN MID CAP FUND AT COST 25,098 26,523
    315920702 FID ADV EMER MKTS IN      
    609207105 MONDELEZ INTERNATION AT COST 5,227 6,362
    771195104 ROCHE HOLDINGS LTD -      
    872540109 TJX COS INC NEW AT COST 1,159 2,118
    883556102 THERMO FISHER SCIENT AT COST 1,360 3,204
    907818108 UNION PACIFIC CORP AT COST 5,325 7,127
    77956H435 T ROWE PR OVERSEAS S AT COST 46,481 48,131
    03076C106 AMERIPRISE FINL INC      
    78463X863 SPDR DJ WILSHIRE INT AT COST 6,855 7,983
    Y2573F102 FLEXTRONICS INTL LTD AT COST 4,905 3,893
    256210105 DODGE & COX INCOME F      
    85917K546 STERLING CAPITAL STR AT COST 24,030 23,972
    277923264 EATON VANCE GLOB MAC AT COST 23,940 23,396
    592905764 METROPOLITAN WEST T/ AT COST 96,173 99,611
    87234N765 TCW EMRG MKTS INCM-I AT COST 29,324 30,357
    H84989104 TE CONNECTIVITY LTD AT COST 2,584 3,634
    172967424 CITIGROUP INC AT COST 5,228 6,563
    77958B402 T ROWE PRICE INST FL      
    848574109 SPIRIT AEROSYTSEMS H AT COST 3,277 4,194
    911312106 UNITED PARCEL SERVIC AT COST 4,128 4,793
    46625H100 JPMORGAN CHASE & CO AT COST 4,065 6,826
    256206103 DODGE & COX INT'L ST      
    025083320 AMER CENT SMALL CAP AT COST 19,459 22,496
    339128100 JP MORGAN MID CAP VA AT COST 17,727 28,239
    779919307 T ROWE PR REAL ESTAT AT COST 7,103 7,995
    63872T885 ASG GLOBAL ALTERNATI      
    517834107 LAS VEGAS SANDS CORP AT COST 4,747 5,025
    47803M168 JOHN HANCOCK II-CURR AT COST 16,033 14,558
    G29183103 EATON CORP PLC AT COST 3,733 4,241
    25243Q205 DIAGEO PLC - ADR AT COST 7,241 8,340
    532457108 ELI LILLY & CO COM AT COST 1,801 2,684
    594918104 MICROSOFT CORP AT COST 6,867 15,293
    693475105 PNC FINANCIAL SERVIC AT COST 2,623 3,504
    91324P102 UNITEDHEALTH GROUP I AT COST 3,156 6,085
    H42097107 UBS GROUP AG AT COST 4,231 2,828
    150870103 CELANESE CORP AT COST 2,969 5,870
    683974604 OPPENHEIMER DEVELOPI      
    64128R608 NEUBERGER BERMAN LON      
    037833100 APPLE COMPUTER INC C AT COST 5,509 12,318
    17275R102 CISCO SYSTEMS INC AT COST 3,165 5,633
    375558103 GILEAD SCIENCES INC AT COST 5,152 4,944
    512807108 LAM RESEARCH CORP CO AT COST 3,609 4,853
    87612E106 TARGET CORP AT COST 2,655 4,383
    09260C703 BLACKROCK GL L/S CRE      
    12572Q105 CME GROUP INC AT COST 806 2,325
    192446102 COGNIZANT TECH SOLUT AT COST 6,338 6,509
    254687106 WALT DISNEY CO AT COST 2,546 3,779
    654106103 NIKE INC CL B AT COST 3,034 5,166
    56501R106 MANULIFE FINANCIAL C AT COST 4,269 5,049
    09247X101 BLACKROCK INC AT COST 3,437 4,456
    867224107 SUNCOR ENERGY INC NE AT COST 4,409 5,084
    084670702 BERSHIRE HATHAWAY IN      
    02079K107 ALPHABET INC/CA AT COST 5,379 8,533
    00203H859 AQR MANAGED FUTURES      
    00206R102 AT & T INC AT COST 5,789 6,357
    98978V103 ZOETIS INC AT COST 1,047 2,367
    097023105 BOEING COMPANY AT COST 3,728 6,088
    437076102 HOME DEPOT INC AT COST 5,508 6,729
    806857108 SCHLUMBERGER LTD      
    89151E109 TOTAL FINA ELF S.A. AT COST 5,955 6,136
    G5960L103 MEDTRONIC PLC AT COST 3,347 3,584
    11135F101 BROADCOM INC AT COST 4,288 4,141
    693390700 PIMCO TOTAL RET FD-I AT COST 36,943 38,346
    00143W859 INV OPP DEVELOP MRKT AT COST 30,489 38,995
    46434G103 ISHARES CORE MSCI EM AT COST 39,745 39,853
    31641Q755 FIDELITY NEW MRKTS I AT COST 14,976 14,911
    31620M106 FIDELITY NATL INFORM AT COST 2,733 2,921
    285512109 ELECTRONIC ARTS INC AT COST 2,626 3,032
    891160509 TORONTO DOMINION BK AT COST 5,696 5,884
    755111507 RAYTHEON CO AT COST 3,088 3,139

    TY 2018 OtherDecreasesSchedule
    Name:
    CAROLINE J S SANDERS TD
    EIN:
    23-6781822
    Description Amount
    MUTUAL FUND TIMING DIFFERENCE 76
    GAIN/LOSS ON CY SALES NOT SETTLED AT YEA 70


    TY 2018 OtherExpensesSchedule
    Name:
    CAROLINE J S SANDERS TD
    EIN:
    23-6781822
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ADMINISTRATIVE EXPENSE 389 0   389
    OTHER ADMINISTRATIVE EXPENSE 389 0   389
    INVESTMENT EXPENSES-DIVIDEND I 8 8   0


    TY 2018 OtherIncreasesSchedule
    Name:
    CAROLINE J S SANDERS TD
    EIN:
    23-6781822
    Description Amount
    COST BASIS ADJUSTMENT 278


    TY 2018 TaxesSchedule
    Name:
    CAROLINE J S SANDERS TD
    EIN:
    23-6781822
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 489 489   0
    FOREIGN TAXES ON NONQUALIFIED 132 132   0