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
SANDERS CAROLINE J S TD NO 2
 
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

23-2676889
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$3,434,688J 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... 83,127 83,127  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 108,215
b Gross sales price for all assets on line 6a 1,859,105
7 Capital gain net income (from Part IV, line 2)... 108,215
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........ 191,342 191,342  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 44,556 33,417   11,139
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 815 0 0 815
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,929 2,041   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 8,515 49   8,466
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 60,815 35,507 0 20,420
25 Contributions, gifts, grants paid....... 147,250 147,250
26 Total expenses and disbursements. Add lines 24 and 25 208,065 35,507 0 167,670
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -16,723
b Net investment income (if negative, enter -0-) 155,835
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......... 116,653 276,452 276,452
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).......... 2,896,003 Click to see attachment2,720,195 3,158,236
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) 3,012,656 2,996,647 3,434,688
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........ 3,012,656 2,996,647
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)..... 3,012,656 2,996,647
31 Total liabilities and net assets/fund balances (see instructions). 3,012,656 2,996,647
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
3,012,656
2
Enter amount from Part I, line 27a .....................
2
-16,723
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,010
4
Add lines 1, 2, and 3 ..........................
4
2,996,943
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
296
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,996,647
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 325. AQR MANAGED FUTURES STR-I   2014-10-20 2018-10-02
b 84.081 ARTISAN MID CAP FUND-INSTL 1333   2013-03-13 2018-10-02
c 93.919 ARTISAN MID CAP FUND-INSTL 1333   2017-11-16 2018-10-02
d 1708. BLACKROCK GL L/S CREDIT-K #1940   2015-10-27 2018-10-02
e 70. CISCO SYSTEMS INC   2017-11-16 2018-10-02
60. CISCO SYSTEMS INC   2012-07-24 2018-10-02
1778. DODGE & COX INCOME FD COM #147   2008-11-24 2018-10-02
15. JP MORGAN MID CAP VALUE-I #758   2017-11-16 2018-10-02
12. JOHN HANCOCK II-CURR STR-I 3643   2017-10-26 2018-10-02
275. MANULIFE FINANCIAL CORP   2015-12-17 2018-10-02
4542. METROPOLITAN WEST T/R BD-PLN #712   2015-07-29 2018-10-02
30. ASG GLOBAL ALTERNATIVES-Y 1993   2013-07-03 2018-10-02
7028. NEUBERGER BERMAN LONG SH-INS #1830   2014-07-10 2018-10-02
35. PNC FINANCIAL SERVICES GROUP   2015-05-27 2018-10-02
5. SUNCOR ENERGY INC NEW F   2017-11-16 2018-10-02
45. SUNCOR ENERGY INC NEW F   2015-08-31 2018-10-02
20. TJX COMPANIES INC   2012-07-24 2018-10-02
30. UNION PACIFIC CORP   2013-01-15 2018-10-02
81.494 T ROWE PR REAL ESTATE-I #432   2018-10-09 2018-11-16
1906.506 T ROWE PR REAL ESTATE-I #432   2015-12-24 2018-11-16
82. SPDR DJ WILSHIRE INTERNATIONAL REAL   2018-10-02 2018-11-16
1317. SPDR DJ WILSHIRE INTERNATIONAL REAL   2012-01-11 2018-11-16
45. SCHLUMBERGER LTD   2018-11-19 2018-11-29
265. SCHLUMBERGER LTD   2012-07-24 2018-11-29
825. UBS GROUP AG   2018-02-02 2018-11-29
650. FLEXTRONICS INTL LTD   2018-03-07 2018-11-29
285. FLEXTRONICS INTL LTD   2018-07-12 2018-11-29
30. AMERIPRISE FINL INC   2018-08-08 2019-01-24
70. AMERIPRISE FINL INC   2016-01-22 2019-01-24
20. APPLE INC   2018-10-02 2019-01-24
45. COMCAST CORP CLASS A   2018-11-19 2019-01-24
85. COMCAST CORP CLASS A   2012-07-24 2019-01-24
50. NIKE INC CL B   2018-11-19 2019-01-24
5. NIKE INC CL B   2017-11-01 2019-01-24
5.00043 AT & T INC   2018-04-10 2019-02-14
59.99957 AT & T INC   2018-04-10 2019-02-14
235. COMCAST CORP CLASS A   2012-07-24 2019-02-14
10. THERMO FISHER SCIENTIFIC INC   2018-11-19 2019-02-14
10. UNION PACIFIC CORP   2018-11-19 2019-02-14
82.879 AMER CENT SMALL CAP GRWTH INST 336   2018-10-09 2019-02-26
644.121 AMER CENT SMALL CAP GRWTH INST 336   2018-02-09 2019-02-26
100. ARTISAN MID CAP FUND-INSTL 1333   2013-03-13 2019-02-26
5267.696 DODGE & COX INCOME FD COM #147   2008-11-24 2019-02-26
271. EATON VANCE GLOB MACRO ADV-I 208   2017-10-26 2019-02-26
609. FIDELITY NEW MRKTS INC-I   2016-08-24 2019-02-26
648. JP MORGAN MID CAP VALUE-I #758   2014-05-06 2019-02-26
39. ISHARES CORE MSCI EMERGING   2018-10-05 2019-02-26
476. JOHN HANCOCK II-CURR STR-I 3643   2017-10-26 2019-02-26
4.56 JPMORGAN HIGH YIELD FUND SS 3580   2018-10-09 2019-02-26
133.44 JPMORGAN HIGH YIELD FUND SS 3580   2018-02-09 2019-02-26
187. OPPENHEIMER DEVELOPING MKT-I 799   2017-11-16 2019-02-26
28. T ROWE PRICE INST FLOAT RATE 170   2016-04-27 2019-02-26
123. SPDR S & P 500 ETF TRUST   2018-11-29 2019-02-26
98.147 STERLING CAPITAL STRATTON SMALL CAP   2018-10-09 2019-02-26
200.853 STERLING CAPITAL STRATTON SMALL CAP   2017-11-16 2019-02-26
904. TCW EMRG MKTS INCM-I 4721   2018-08-08 2019-02-26
2118.131 T ROWE PRICE INST FLOAT RATE 170   2015-11-16 2019-04-05
90. AT & T INC   2018-04-10 2019-04-08
15. AT & T INC   2018-02-13 2019-04-08
5. ALPHABET INC/CA   2019-02-27 2019-04-08
30. APPLE INC   2018-11-19 2019-04-08
5. BLACKROCK INC   2018-08-08 2019-04-08
5. BLACKROCK INC   2017-11-16 2019-04-08
10. BOEING CO   2019-02-14 2019-04-08
15. CME GROUP INC   2018-11-19 2019-04-08
40. CELANESE CORP   2018-11-19 2019-04-08
50. CISCO SYSTEMS INC   2018-11-19 2019-04-08
30. CITIGROUP INC   2018-11-19 2019-04-08
10. CITIGROUP INC   2014-06-10 2019-04-08
40. COGNIZANT TECH SOLUTIONS CRP COM   2018-11-19 2019-04-08
15. DIAGEO PLC - ADR   2019-02-27 2019-04-08
5. WALT DISNEY CO   2017-11-16 2019-04-08
20. WALT DISNEY CO   2018-11-19 2019-04-08
25. EOG RESOURCES, INC   2018-04-10 2019-04-08
10. HOME DEPOT INC   2019-02-27 2019-04-08
5. HOME DEPOT INC   2017-03-31 2019-04-08
10. JPMORGAN CHASE & CO   2019-02-27 2019-04-08
20. JPMORGAN CHASE & CO   2018-11-19 2019-04-08
15. LAM RESEARCH CORP COM   2018-07-24 2019-04-08
45. LAS VEGAS SANDS CORP   2018-07-27 2019-04-08
20. ELI LILLY & CO COM   2018-11-19 2019-04-08
140. MANULIFE FINANCIAL CORP   2018-11-19 2019-04-08
35. MICROSOFT CORP   2018-11-19 2019-04-08
10. NIKE INC CL B   2017-11-01 2019-04-08
25. NIKE INC CL B   2019-02-27 2019-04-08
20. PNC FINANCIAL SERVICES GROUP   2018-11-19 2019-04-08
55. ROCHE HOLDINGS LTD - ADR   2019-02-27 2019-04-08
20. ROCHE HOLDINGS LTD - ADR   2017-01-20 2019-04-08
95. SUNCOR ENERGY INC NEW F   2019-02-27 2019-04-08
45. TJX COMPANIES INC   2018-11-19 2019-04-08
10. THERMO FISHER SCIENTIFIC INC   2019-02-27 2019-04-08
55. TOTAL S.A. - ADR   2019-02-27 2019-04-08
20. UNION PACIFIC CORP   2018-11-19 2019-04-08
25. UNITED PARCEL SERVICE-CL B   2018-11-19 2019-04-08
10. UNITEDHEALTH GROUP INC   2018-11-19 2019-04-08
25. ZOETIS INC   2018-11-19 2019-04-08
30. EATON CORP PLC   2019-02-27 2019-04-08
160.00141 UBS GROUP AG   2019-01-24 2019-04-08
69.99859 UBS GROUP AG   2019-01-24 2019-04-08
35. TE CONNECTIVITY LTD   2016-11-08 2019-04-08
255. FLEXTRONICS INTL LTD   2019-02-14 2019-04-08
60. BERSHIRE HATHAWAY INC.   2012-07-24 2019-04-22
40. MONDELEZ INTERNATIONAL INC   2018-11-19 2019-04-22
800. AQR MANAGED FUTURES STR-I   2014-10-20 2019-05-14
354. AMER CENT SMALL CAP GRWTH INST 336   2018-02-09 2019-05-14
300. ARTISAN MID CAP FUND-INSTL 1333   2013-03-13 2019-05-14
419. BLACKROCK GL L/S CREDIT-K #1940   2015-10-27 2019-05-14
70. DODGE & COX INT'L STOCK FD #1048   2017-11-16 2019-05-14
342. EATON VANCE GLOB MACRO ADV-I 208   2017-10-26 2019-05-14
39.119 FIDELITY NEW MRKTS INC-Z #3323   2019-03-29 2019-05-14
9165.881 FIDELITY NEW MRKTS INC-Z #3323   2014-01-31 2019-05-14
154. JP MORGAN MID CAP VALUE-I #758   2014-01-31 2019-05-14
19. ISHARES CORE MSCI EMERGING   2018-10-05 2019-05-14
351. JPMORGAN HIGH YIELD FUND SS 3580   2019-04-10 2019-05-14
279. ASG GLOBAL ALTERNATIVES-Y 1993   2013-07-03 2019-05-14
324. NEUBERGER BERMAN LONG SH-INS #1830   2019-02-27 2019-05-14
236. OPPENHEIMER DEVELOPING MKT-I 799   2017-11-16 2019-05-14
43.351 T ROWE PR OVERSEAS STOCK-I #521   2018-08-08 2019-05-14
251.649 T ROWE PR OVERSEAS STOCK-I #521   2017-11-16 2019-05-14
20.029 T ROWE PR REAL ESTATE-I #432   2019-02-27 2019-05-14
31.971 T ROWE PR REAL ESTATE-I #432   2015-12-24 2019-05-14
31. SPDR DJ WILSHIRE INTERNATIONAL REAL   2012-01-11 2019-05-14
12. STERLING CAPITAL STRATTON SMALL CAP   2018-02-09 2019-05-14
4729. TCW EMRG MKTS INCM-I 4721   2018-08-08 2019-05-14
45. AT & T INC   2018-02-13 2019-05-15
35. CVS HEALTH CORPORATION   2018-10-02 2019-05-15
10. DIAGEO PLC - ADR   2019-02-27 2019-05-15
20. ELECTRONIC ARTS INC   2019-02-14 2019-05-15
25. GILEAD SCIENCES INC   2018-11-19 2019-05-15
40. MERCK & CO INC NEW   2018-11-19 2019-05-15
15. MICROSOFT CORP   2018-11-19 2019-05-15
10. MICROSOFT CORP   2015-08-31 2019-05-15
15. MONDELEZ INTERNATIONAL INC   2018-11-19 2019-05-15
15. MONDELEZ INTERNATIONAL INC   2018-10-02 2019-05-15
20. NIKE INC CL B   2017-11-01 2019-05-15
110. ROCHE HOLDINGS LTD - ADR   2017-01-20 2019-05-15
25. SPIRIT AEROSYTSEMS HOLD-CL A   2018-11-19 2019-05-15
25. TARGET CORP   2018-11-19 2019-05-15
20. THERMO FISHER SCIENTIFIC INC   2012-07-24 2019-05-15
30. TOTAL S.A. - ADR   2018-11-19 2019-05-15
10. UNION PACIFIC CORP   2012-07-24 2019-05-15
10. UNITEDHEALTH GROUP INC   2018-11-19 2019-05-15
15. ZOETIS INC   2018-11-19 2019-05-15
15. ZOETIS INC   2017-04-25 2019-05-15
30. WALT DISNEY CO   2017-11-16 2019-06-11
370. ROCHE HOLDINGS LTD - ADR   2017-01-20 2019-06-11
5. APPLE INC   2018-11-19 2019-07-03
20. APPLE INC   2012-07-24 2019-07-03
100. CISCO SYSTEMS INC   2012-07-24 2019-07-03
25. MICROSOFT CORP   2015-08-31 2019-07-03
20. UNION PACIFIC CORP   2012-07-24 2019-07-03
25. ELI LILLY & CO COM   2016-11-29 2019-07-19
25. MERCK & CO INC NEW   2016-04-25 2019-07-19
15. THERMO FISHER SCIENTIFIC INC   2012-07-24 2019-07-19
35. ZOETIS INC   2017-04-25 2019-07-19
20. CME GROUP INC   2018-11-19 2019-07-30
20. CME GROUP INC   2012-07-24 2019-07-30
587.805 AQR MANAGED FUTURES STR-I   2019-02-27 2019-08-08
10322.183 AQR MANAGED FUTURES STR-I   2014-10-05 2019-08-08
708.114 AQR MANAGED FUTURES STR-I   2018-08-08 2019-08-08
10207.391 INV BALANCE RISK COMM STR-Y 8611   2018-10-09 2019-08-08
148.159 INV BALANCE RISK COMM STR-Y 8611   2019-02-27 2019-08-08
41. AMER CENT SMALL CAP GRWTH INST 336   2018-02-09 2019-08-08
89. ARTISAN MID CAP FUND-INSTL 1333   2013-03-13 2019-08-08
9709.862 BLACKROCK GL L/S CREDIT-K #1940   2015-10-12 2019-08-08
327.914 BLACKROCK GL L/S CREDIT-K #1940   2019-02-27 2019-08-08
214.916 DODGE & COX INT'L STOCK FD #1048   2018-08-08 2019-08-08
116.337 DODGE & COX INT'L STOCK FD #1048   2019-02-27 2019-08-08
2529.924 DODGE & COX INT'L STOCK FD #1048   2013-03-13 2019-08-08
428. EATON VANCE GLOB MACRO ADV-I 208   2017-10-26 2019-08-08
83. FIDELITY NEW MRKTS INC-Z #3323   2015-11-20 2019-08-08
323. JOHN HANCOCK II-CURR STR-I 3643   2017-10-26 2019-08-08
97.486 ASG GLOBAL ALTERNATIVES-Y 1993   2019-02-27 2019-08-08
5959.023 ASG GLOBAL ALTERNATIVES-Y 1993   2013-07-03 2019-08-08
4639.41 NEUBERGER BERMAN LONG SH-INS #1830   2014-07-10 2019-08-08
15.354 NEUBERGER BERMAN LONG SH-INS #1830   2019-02-27 2019-08-08
540. TCW EMRG MKTS INCM-I 4721   2018-08-08 2019-08-08
10. APPLE INC   2019-08-09 2019-08-15
50. COGNIZANT TECH SOLUTIONS CRP COM   2019-08-09 2019-08-15
20. DIAGEO PLC - ADR   2019-08-09 2019-08-15
20. UNION PACIFIC CORP   2019-08-09 2019-08-15
30. UNITED PARCEL SERVICE-CL B   2019-08-09 2019-08-15
40. CELANESE CORP   2019-08-09 2019-09-10
25. NIKE INC CL B   2017-11-01 2019-09-10
40. PNC FINANCIAL SERVICES GROUP   2019-08-09 2019-09-10
5. PNC FINANCIAL SERVICES GROUP   2015-08-31 2019-09-10
212.654 INV OPP DEVELOP MRKTS-R6   2018-10-09 2019-09-27
174.934 INV OPP DEVELOP MRKTS-R6   2019-08-08 2019-09-27
483.412 INV OPP DEVELOP MRKTS-R6   2017-01-26 2019-09-27
170. ISHARES CORE MSCI EMERGING   2019-08-08 2019-09-27
1969. ISHARES CORE MSCI EMERGING   2018-10-05 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 2,919   3,393 -474
b 4,047   3,586 461
c 4,520   4,374 146
d 17,797   17,797  
e 3,424   2,532 892
2,935   908 2,027
23,772   19,807 3,965
623   597 26
108   117 -9
4,881   4,014 867
44,103   46,258 -2,155
340   339 1
106,615   97,486 9,129
4,755   3,359 1,396
196   177 19
1,767   1,273 494
2,217   876 1,341
4,881   2,053 2,828
2,273   2,259 14
53,172   52,275 897
3,043   3,100 -57
48,879   46,679 2,200
2,076   2,181 -105
12,227   17,459 -5,232
11,244   16,021 -4,777
5,542   11,754 -6,212
2,430   4,187 -1,757
3,595   4,021 -426
8,389   6,498 1,891
3,052   4,374 -1,322
1,611   1,735 -124
3,042   1,327 1,715
4,006   3,638 368
401   275 126
150   177 -27
1,798   2,119 -321
8,773   3,670 5,103
2,466   2,355 111
1,701   1,504 197
1,433   1,641 -208
11,137   11,014 123
3,868   4,265 -397
71,325   58,682 12,643
2,634   2,894 -260
9,178   9,908 -730
24,358   24,454 -96
2,031   1,924 107
4,374   4,646 -272
33   33  
955   973 -18
7,830   7,914 -84
276   280 -4
34,329   33,827 502
7,640   8,529 -889
15,634   17,348 -1,714
7,350   7,223 127
20,864   20,985 -121
2,906   3,244 -338
484   550 -66
6,024   5,581 443
5,997   5,621 376
2,225   2,445 -220
2,225   2,369 -144
3,744   4,234 -490
2,580   2,948 -368
4,105   4,126 -21
2,766   2,297 469
1,975   1,956 19
658   494 164
2,969   2,807 162
2,443   2,342 101
574   518 56
2,295   2,343 -48
2,486   2,680 -194
2,033   1,838 195
1,017   735 282
1,053   1,050 3
2,107   2,217 -110
2,899   2,603 296
2,966   3,200 -234
2,540   2,287 253
2,465   2,389 76
4,194   3,676 518
849   549 300
2,122   2,149 -27
2,559   2,720 -161
1,885   1,919 -34
686   583 103
3,183   3,293 -110
2,441   2,239 202
2,776   2,593 183
3,131   3,139 -8
3,367   3,297 70
2,843   2,789 54
2,489   2,673 -184
2,552   2,255 297
2,501   2,417 84
1,998   2,097 -99
874   917 -43
3,025   2,489 536
2,746   2,668 78
12,577   6,200 6,377
2,003   1,781 222
6,816   8,352 -1,536
6,195   6,053 142
12,075   12,795 -720
4,156   4,366 -210
2,797   3,214 -417
3,328   3,653 -325
582   593 -11
136,480   143,399 -6,919
5,877   5,129 748
940   937 3
2,520   2,541 -21
3,047   3,150 -103
4,594   4,413 181
9,780   9,988 -208
437   489 -52
2,534   2,839 -305
573   561 12
915   877 38
1,195   1,004 191
919   1,001 -82
38,258   37,785 473
1,402   1,651 -249
1,852   2,780 -928
1,699   1,562 137
1,933   2,111 -178
1,638   1,719 -81
3,106   3,040 66
1,894   1,575 319
1,263   435 828
778   668 110
778   649 129
1,680   1,099 581
3,528   3,209 319
2,054   2,064 -10
1,770   1,964 -194
5,266   1,176 4,090
1,604   1,711 -107
1,737   633 1,104
2,361   2,673 -312
1,530   1,353 177
1,530   827 703
4,064   3,058 1,006
12,623   10,793 1,830
1,018   937 81
4,071   1,716 2,355
5,577   1,514 4,063
3,426   1,088 2,338
3,427   1,159 2,268
2,689   1,680 1,009
2,039   1,406 633
4,371   749 3,622
4,008   1,930 2,078
3,948   3,930 18
3,948   2,228 1,720
5,402   4,820 582
94,861   103,729 -8,868
6,508   6,196 312
62,980   70,431 -7,451
914   964 -50
756   701 55
3,920   3,796 124
97,778   99,385 -1,607
3,302   3,207 95
8,509   9,416 -907
4,606   4,764 -158
100,160   96,266 3,894
4,357   4,571 -214
1,265   1,250 15
2,962   3,152 -190
1,076   1,047 29
65,788   65,114 674
67,271   60,207 7,064
223   209 14
4,552   4,315 237
2,007   2,002 5
3,026   3,125 -99
3,302   3,276 26
3,245   3,353 -108
3,407   3,483 -76
4,927   4,333 594
2,170   1,373 797
5,503   5,233 270
688   457 231
8,906   8,302 604
7,326   7,272 54
20,245   19,608 637
8,347   8,217 130
96,678   97,112 -434
      60,055
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       -474
b       461
c       146
d        
e       892
      2,027
      3,965
      26
      -9
      867
      -2,155
      1
      9,129
      1,396
      19
      494
      1,341
      2,828
      14
      897
      -57
      2,200
      -105
      -5,232
      -4,777
      -6,212
      -1,757
      -426
      1,891
      -1,322
      -124
      1,715
      368
      126
      -27
      -321
      5,103
      111
      197
      -208
      123
      -397
      12,643
      -260
      -730
      -96
      107
      -272
       
      -18
      -84
      -4
      502
      -889
      -1,714
      127
      -121
      -338
      -66
      443
      376
      -220
      -144
      -490
      -368
      -21
      469
      19
      164
      162
      101
      56
      -48
      -194
      195
      282
      3
      -110
      296
      -234
      253
      76
      518
      300
      -27
      -161
      -34
      103
      -110
      202
      183
      -8
      70
      54
      -184
      297
      84
      -99
      -43
      536
      78
      6,377
      222
      -1,536
      142
      -720
      -210
      -417
      -325
      -11
      -6,919
      748
      3
      -21
      -103
      181
      -208
      -52
      -305
      12
      38
      191
      -82
      473
      -249
      -928
      137
      -178
      -81
      66
      319
      828
      110
      129
      581
      319
      -10
      -194
      4,090
      -107
      1,104
      -312
      177
      703
      1,006
      1,830
      81
      2,355
      4,063
      2,338
      2,268
      1,009
      633
      3,622
      2,078
      18
      1,720
      582
      -8,868
      312
      -7,451
      -50
      55
      124
      -1,607
      95
      -907
      -158
      3,894
      -214
      15
      -190
      29
      674
      7,064
      14
      237
      5
      -99
      26
      -108
      -76
      594
      797
      270
      231
      604
      54
      637
      130
      -434
       
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 2 108,215
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 166,754 3,514,492 0.047448
2016 164,250 3,365,434 0.048805
2015 163,466 3,270,877 0.049976
2014 174,717 3,554,105 0.049159
2013 182,484 3,626,295 0.050322
2
Total of line 1, column (d) .....................
2
0.24571
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
0.049142
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,331,455
5
Multiply line 4 by line 3......................
5
163,714
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,558
7
Add lines 5 and 6........................
7
165,272
8
Enter qualifying distributions from Part XII, line 4,.............
8
167,670
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 1,558
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 1,558
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 1,558
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,180
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 3,180
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,622
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,560 RefundedBullet 11 62
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 N A Trustee
    1     		44,556    
    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
    3,193,902
    b
    Average of monthly cash balances.......................
    1b
    188,286
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,382,188
    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
    3,382,188
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    50,733
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,331,455
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    166,573
    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
    166,573
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,558
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,558
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    165,015
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    165,015
    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
    165,015
    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
    167,670
    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
    167,670
    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
    1,558
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    166,112
    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 7 165,015
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 19,785
    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$ 167,670
    a Applied to 2017, but not more than line 2a 19,785
    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..... 147,885
    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 ..........     		17,130
    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
    WYCK ASSOCIATION
    6026 GERMANTOWN AVE
    Philadelphia,PA19144     		NONE PC GENERAL OPERATING 5,000
    YOUTH SERVICES AGENCY
    120 PROSPECT ST
    Reading,PA19606     		NONE PC GENERAL OPERATING 5,970
    CENTER FOR AUTISM
    3905 FORD ROAD SUITE 6
    Philadelphia,PA19131     		NONE PC GENERAL OPERATING 7,000
    ALLENS LANE ART CENTER ASSOCIATION
    601 W ALLENS LANE
    Philadelphia,PA19119     		NONE PC GENERAL OPERATING 2,000
    YWCA TRI-COUNTY AREA
    315 KING ST
    Pottstown,PA19464     		NONE PC GENERAL OPERATING 3,000
    COMMUNITY PARTNERSHIP SCHOOL
    1936 N JUDSON ST
    Philadelphia,PA19121     		NONE PC GENERAL OPERATING 5,000
    PHILADELPHIA YOUTH ORCHESTRA
    PO BOX 41810
    Philadelphia,PA19101     		NONE PC GENERAL OPERATING 3,000
    SENIOR COMMUNITY SERVICES INC
    600 SWARTHMORE AVE
    Folsom,PA19033     		NONE PC GENERAL OPERATING 5,000
    TALLER PUERTORRIQUENO INC
    2600 N 5TH ST
    Philadelphia,PA19133     		NONE PC GENERAL OPERATING 5,000
    TWILIGHT WISH FOUNDATION
    11 DUANE ROAD PO BOX 1042
    Doylestown,PA18901     		NONE PC GENERAL OPERATING 5,000
    WAGNER FREE INSTITUTE OF SCIENCE
    1700 W MONTGOMERY AVE
    Philadelphia,PA19121     		NONE PC GENERAL OPERATING 4,000
    CRADLE OF LIBERTY COUNCIL BOY SCOUTS OF
    1485 VALLEY FORGE ROAD
    Wayne,PA19087     		NONE PC GENERAL OPERATING 5,000
    WALNUT STREET THEATRE CORP
    825 WALNUT ST
    Philadelphia,PA19107     		NONE PC GENERAL OPERATING 3,000
    DRUEDING CENTER
    413 MASTER ST
    Philadelphia,PA19122     		NONE PC GENERAL OPERATING 5,000
    FAMILY CONNECTION OF EASTON INC
    723 COAL ST
    Easton,PA18042     		NONE PC GENERAL OPERATING 5,000
    GLOBAL PHILADELPHIA ASSOCIATION INC
    100 N 18TH ST STE 530
    Philadelphia,PA19103     		NONE PC GENERAL OPERATING 5,000
    GREATER BERKS FOOD BANK
    117 MORGAN DRIVE
    Reading,PA19608     		NONE PC GENERAL OPERATING 3,000
    KELLY MUSIC FOR LIFE INC
    4 EAST EAGLE ROAD
    HAVERTOWN,PA19083     		NONE PC GENERAL OPERATING 3,000
    LANTERN THEATER COMPANY
    PO BOX 53428
    Philadelphia,PA19105     		NONE PC GENERAL OPERATING 3,000
    MELMARK INC
    2600 WAYLAND RD
    Berwyn,PA19312     		NONE PC GENERAL OPERATING 2,500
    MOMS HOUSE INC OF GREATER
    1325 FRANKLIN ST
    Johnstown,PA15905     		NONE PC GENERAL OPERATING 5,000
    PHILADELPHIA FUTURES
    230 S BROAD STREET 7TH FLOOR
    Philadelphia,PA19102     		NONE PC GENERAL OPERATING 5,000
    ASSOCIATED SERVICES FOR THE BLIND
    919 WALNUT ST
    PHILADELPHIA,PA19107     		NONE PC GENERAL OPERATING 5,000
    CAMP RAINBOW INC
    989 CLEMMERS MILL RD
    SCHWENKSVILLE,PA19473     		NONE PC GENERAL OPERATING 5,780
    CHILDREN SCHOLARSHIP FUND PHILADELPHIA
    100 S BROAD ST 1200
    PHILADELPHIA,PA19110     		NONE PC GENERAL OPERATING 6,000
    EASTER SEALS OF SOUTHEASTERN
    PENNSYLVANIA
    3975 CONSHOHOCKEN AVE
    PHILADELPHIA,PA19131     		NONE PC GENERAL OPERATING 5,000
    LIVE CONNECTIONS
    PO BOX 42796
    PHILADELPHIA,PA19104     		NONE PC GENERAL OPERATING 3,000
    MASTERY CHARTER SCHOOLS FOUNDATION
    5700 WAYNE AVE
    PHILADELPHIA,PA19144     		NONE PC GENERAL OPERATING 5,000
    NATIONAL LIBERTY MUSEUM
    321 CHESTNUT ST
    PHILADELPHIA,PA19106     		NONE PC GENERAL OPERATING 5,000
    OPERATION WARM INC
    6 DICKINSON DR 314
    CHADDS FORD,PA19317     		NONE PC GENERAL OPERATING 3,000
    SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA
    416 QUEEN ST
    PHILADELPHIA,PA19147     		NONE PC GENERAL OPERATING 5,000
    SILVER SPRINGS-MARTIN LUTHER SCHOOL
    512 TOWNSHIP LINE RD
    PLYMOUTH MEETING,PA19462     		NONE PC GENERAL OPERATING 5,000
    STONE GARAGE
    22551 STATE ROUTE 11
    HALLSTEAD,PA18822     		NONE PC GENERAL OPERATING 5,000
    Total .................................bullet 3a 147,250
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 83,127  
    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 ............     		    18 108,215  
    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)..   191,342  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    191,342
    (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:
    SANDERS CAROLINE J S TD NO 2
    EIN:
    23-2676889
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 815     815

    TY 2018 InvestmentsOtherSchedule2
    Name:
    SANDERS CAROLINE J S TD NO 2
    EIN:
    23-2676889
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    87234N765 TCW EMRG MKTS INCM-I AT COST 126,317 131,222
    00203H859 AQR MANAGED FUTURES      
    609207105 MONDELEZ INTERNATION AT COST 23,627 28,490
    G29183103 EATON CORP PLC AT COST 13,834 18,875
    126650100 CVS/CAREMARK CORPORA AT COST 24,752 27,877
    25243Q205 DIAGEO PLC - ADR AT COST 16,786 22,893
    532457108 ELI LILLY & CO COM AT COST 10,445 15,097
    172967424 CITIGROUP INC AT COST 24,235 29,704
    03076C106 AMERIPRISE FINL INC      
    592905764 METROPOLITAN WEST T/ AT COST 415,760 430,636
    683974604 OPPENHEIMER DEVELOPI      
    Y2573F102 FLEXTRONICS INTL LTD AT COST 15,679 16,901
    254687106 WALT DISNEY CO AT COST 10,991 20,200
    437076102 HOME DEPOT INC AT COST 12,992 18,562
    512807108 LAM RESEARCH CORP CO AT COST 15,611 20,800
    405217100 HAIN CELESTIAL GROUP AT COST 14,458 11,919
    77958B402 T ROWE PRICE INST FL      
    47803M168 JOHN HANCOCK II-CURR AT COST 69,362 62,935
    12572Q105 CME GROUP INC AT COST 4,673 12,680
    097023105 BOEING COMPANY AT COST 12,892 24,731
    17275R102 CISCO SYSTEMS INC AT COST 13,287 25,990
    907818108 UNION PACIFIC CORP AT COST 10,713 23,811
    87612E106 TARGET CORP AT COST 9,372 15,502
    04314H600 ARTISAN MID CAP FUND AT COST 114,066 114,593
    58933Y105 MERCK & CO INC NEW AT COST 12,694 18,520
    85917K546 STERLING CAPITAL STR AT COST 105,420 103,635
    77956H435 T ROWE PR OVERSEAS S AT COST 204,331 208,086
    63872T885 ASG GLOBAL ALTERNATI      
    517834107 LAS VEGAS SANDS CORP AT COST 17,366 20,794
    00206R102 AT & T INC AT COST 26,725 29,894
    277923264 EATON VANCE GLOB MAC AT COST 103,860 101,162
    64128R608 NEUBERGER BERMAN LON      
    037833100 APPLE COMPUTER INC C AT COST 26,508 53,753
    806857108 SCHLUMBERGER LTD      
    872540109 TJX COS INC NEW AT COST 3,879 9,197
    26875P101 EOG RESOURCES, INC AT COST 18,582 14,473
    02079K107 ALPHABET INC/CA AT COST 25,674 45,103
    150870103 CELANESE CORP AT COST 9,543 23,847
    4812C0803 JPMORGAN HIGH YIELD AT COST 98,692 99,561
    848574109 SPIRIT AEROSYTSEMS H AT COST 11,400 15,626
    78463X863 SPDR DJ WILSHIRE INT AT COST 28,450 34,580
    256210105 DODGE & COX INCOME F      
    883556102 THERMO FISHER SCIENT AT COST 6,431 17,476
    56501R106 MANULIFE FINANCIAL C AT COST 19,021 22,491
    09247X101 BLACKROCK INC AT COST 19,300 22,282
    315920702 FID ADV EMER MKTS IN      
    779919307 T ROWE PR REAL ESTAT AT COST 30,993 34,963
    H84989104 TE CONNECTIVITY LTD AT COST 15,559 20,034
    654106103 NIKE INC CL B AT COST 16,575 25,358
    91324P102 UNITEDHEALTH GROUP I AT COST 12,292 26,078
    46625H100 JPMORGAN CHASE & CO AT COST 19,260 35,307
    025083320 AMER CENT SMALL CAP AT COST 86,643 97,285
    339128100 JP MORGAN MID CAP VA AT COST 67,414 122,081
    98978V103 ZOETIS INC AT COST 6,902 12,459
    192446102 COGNIZANT TECH SOLUT AT COST 19,491 20,791
    594918104 MICROSOFT CORP AT COST 27,082 66,039
    771195104 ROCHE HOLDINGS LTD -      
    89151E109 TOTAL FINA ELF S.A. AT COST 23,507 25,740
    H42097107 UBS GROUP AG AT COST 15,558 13,855
    084670702 BERSHIRE HATHAWAY IN      
    20030N101 COMCAST CORP CLASS A      
    375558103 GILEAD SCIENCES INC AT COST 7,430 11,408
    693475105 PNC FINANCIAL SERVIC AT COST 9,597 15,418
    911312106 UNITED PARCEL SERVIC AT COST 14,184 19,171
    867224107 SUNCOR ENERGY INC NE AT COST 23,182 25,580
    09260C703 BLACKROCK GL L/S CRE      
    256206103 DODGE & COX INT'L ST      
    11135F101 BROADCOM INC AT COST 19,914 19,325
    46434G103 ISHARES CORE MSCI EM AT COST 171,838 172,305
    G5960L103 MEDTRONIC PLC AT COST 15,738 16,836
    755111507 RAYTHEON CO AT COST 12,685 13,733
    285512109 ELECTRONIC ARTS INC AT COST 14,431 15,162
    31641Q755 FIDELITY NEW MRKTS I AT COST 64,832 64,436
    00143W859 INV OPP DEVELOP MRKT AT COST 132,484 168,329
    31620M106 FIDELITY NATL INFORM AT COST 12,463 13,276
    693390700 PIMCO TOTAL RET FD-I AT COST 159,660 165,774
    891160509 TORONTO DOMINION BK AT COST 22,753 23,595

    TY 2018 OtherDecreasesSchedule
    Name:
    SANDERS CAROLINE J S TD NO 2
    EIN:
    23-2676889
    Description Amount
    MUTUAL FUND TIMING DIFFERENCE 296


    TY 2018 OtherExpensesSchedule
    Name:
    SANDERS CAROLINE J S TD NO 2
    EIN:
    23-2676889
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ADMINISTRATIVE EXPENSE 4,233 0   4,233
    OTHER ADMINISTRATIVE EXPENSE 4,233 0   4,233
    INVESTMENT EXPENSES-DIVIDEND I 49 49   0


    TY 2018 OtherIncreasesSchedule
    Name:
    SANDERS CAROLINE J S TD NO 2
    EIN:
    23-2676889
    Description Amount
    GAIN/LOSS ON CY SALES NOT SETTLED AT YEA 304
    COST BASIS ADJUSTMENT 706


    TY 2018 TaxesSchedule
    Name:
    SANDERS CAROLINE J S TD NO 2
    EIN:
    23-2676889
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,470 1,470   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,708 0   0
    FEDERAL ESTIMATES - PRINCIPAL 3,180 0   0
    FOREIGN TAXES ON NONQUALIFIED 571 571   0