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 11-01-2018 , and ending 10-31-2019
Name of foundation
REUNETTE W HARRIS LUCY CLAIR HARRIS
 
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

58-6163829
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$3,853,074J 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... 83,999 83,999  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 256,921
b Gross sales price for all assets on line 6a 2,350,337
7 Capital gain net income (from Part IV, line 2)... 256,921
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)....... Click to see attachment 140 140  
12 Total. Add lines 1 through 11........ 341,060 341,060  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 44,171 39,754   4,417
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 992 0 0 992
c Other professional fees (attach schedule).... Click to see attachment 4,265 4,265   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,514 1,876   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 60 60    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,002 45,955 0 5,409
25 Contributions, gifts, grants paid....... 230,000 230,000
26 Total expenses and disbursements. Add lines 24 and 25 285,002 45,955 0 235,409
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 56,058
b Net investment income (if negative, enter -0-) 295,105
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......... 148,347 197,141 197,141
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).......... 2,993,087 Click to see attachment3,000,338 3,655,933
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) 3,141,434 3,197,479 3,853,074
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........ 3,141,434 3,197,479
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)..... 3,141,434 3,197,479
31 Total liabilities and net assets/fund balances (see instructions). 3,141,434 3,197,479
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
3,141,434
2
Enter amount from Part I, line 27a .....................
2
56,058
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
171
4
Add lines 1, 2, and 3 ..........................
4
3,197,663
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
184
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,197,479
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 6. AUTODESK INC   2015-08-27 2018-11-15
b 9. BROOKFIELD ASSET MANAGE-CL A     2018-11-15
c 17. BROOKFIELD ASSET MANAGE-CL A   2016-09-15 2018-11-15
d 12. LIBERTY EXPEDIA HOLDINGS INC     2018-11-15
e 25. ROSS STORES INC     2018-11-15
5. S&P GLOBAL INC   2016-01-12 2018-11-15
6. AON PLC   2012-08-16 2018-11-15
24. SCHLUMBERGER LTD   2018-01-24 2018-11-21
102. SCHLUMBERGER LTD     2018-11-21
16. COLFAX CORPORATION     2018-12-20
6. DOLLAR GENERAL CORP   2018-06-22 2018-12-20
8. MOHAWK INDS INC COM     2018-12-20
3. MOODYS CORP   2012-08-16 2018-12-20
5. O'REILLY AUTOMOTIVE INC   2017-07-27 2018-12-20
6. ROPER TECHNOLOGIES INC     2018-12-20
22. ROSS STORES INC     2018-12-20
7. S&P GLOBAL INC   2016-01-12 2018-12-20
7. AON PLC   2012-08-16 2018-12-20
9. AMERIPRISE FINL INC   2018-08-08 2018-12-21
30. AMERIPRISE FINL INC     2018-12-21
7. CELANESE CORP   2014-11-24 2018-12-21
43. COMCAST CORP CLASS A   2014-01-09 2018-12-21
4. HOME DEPOT INC   2017-03-31 2018-12-21
7. NIKE INC CL B   2017-10-30 2018-12-21
1421.801 JOHCM INTERNATIONAL SEL-I #180     2019-01-10
12377.85 FIDELITY ADV INTER REAL E-IS #1855   2016-01-15 2019-01-10
8419.395 JPMORGAN U.S. L/C CORE PLUS-S 1002     2019-01-10
13065.073 MORGN STANLY INSTL FD INTL EQ #8063   2016-08-23 2019-01-10
6836.828 ASG GLOBAL ALTERNATIVES-Y 1993   2018-04-04 2019-01-10
1190.76 T ROWE PRICE INST EM MKT EQ 146   2018-04-04 2019-01-10
4982.433 T ROWE PRICE INST EM MKT EQ 146   2016-08-23 2019-01-10
9516.435 PRINCIPAL GL MULT STRAT-R6 #8232     2019-01-10
9706.313 ROBECO BP LNG/SHRT RES-INS     2019-01-10
3510.06 T ROWE PRICE BLUE CHIP-I #429     2019-01-10
6437.768 T ROWE PRICE SHORT TERM BD FD #55   2018-04-04 2019-01-10
22048.436 T ROWE PRICE SHORT TERM BD FD #55   2016-08-23 2019-01-10
4075.474 T ROWE PRICE INST FLOAT RATE 170   2015-03-10 2019-01-10
8. AUTODESK INC   2015-08-27 2019-01-17
2. O'REILLY AUTOMOTIVE INC   2017-07-13 2019-01-17
3. S&P GLOBAL INC     2019-01-17
2. AON PLC   2012-08-16 2019-01-17
47. MORGAN STANLEY   2019-01-24 2019-01-29
9. TESLA MOTORS INC   2019-01-24 2019-01-29
12. CDK GLOBAL INC     2019-01-31
17. CDK GLOBAL INC     2019-01-31
8. MOODYS CORP   2012-08-16 2019-01-31
2. O'REILLY AUTOMOTIVE INC   2017-07-13 2019-01-31
1. ROPER TECHNOLOGIES INC   2015-03-09 2019-01-31
13. JPMORGAN CHASE & CO   2019-01-24 2019-02-04
31. MORGAN STANLEY   2019-01-24 2019-02-04
18. STATE STREET CORP   2019-01-24 2019-02-04
49. COMCAST CORP CLASS A   2019-01-14 2019-02-14
97. COMCAST CORP CLASS A   2014-01-09 2019-02-14
13. CDK GLOBAL INC   2015-11-20 2019-02-15
9. HD SUPPLY HOLDINGS INC   2017-05-25 2019-02-15
1. METTLER-TOLEDO INTL INC   2018-06-22 2019-02-15
7. HD SUPPLY HOLDINGS INC   2017-05-25 2019-03-01
3. O'REILLY AUTOMOTIVE INC   2017-07-13 2019-03-01
6. SBA COMMUNICATIONS CORP     2019-03-01
2. TRANSDIGM GROUP INC     2019-03-01
28. AMERICAN AIRLS GROUP INC   2019-01-24 2019-03-07
6. AMERICAN TOWER REIT   2019-01-24 2019-03-07
10. JPMORGAN CHASE & CO   2019-01-24 2019-03-07
12. ROSS STORES INC   2019-01-24 2019-03-07
12. STATE STREET CORP   2019-01-24 2019-03-07
45. ALASKA AIR GROUP INC   2019-01-24 2019-03-13
11. SALESFORCE COM INC   2019-01-24 2019-03-13
13. VISA INC-CLASS A SHRS   2019-01-24 2019-03-13
4. BOEING CO   2019-01-24 2019-03-22
18. JPMORGAN CHASE & CO   2019-01-24 2019-03-22
14. STATE STREET CORP   2019-01-24 2019-03-22
22. DOLLAR GENERAL CORP   2019-01-24 2019-03-27
18. KAR AUCTION SERVICES INC     2019-03-27
24. KAR AUCTION SERVICES INC     2019-03-27
2. SBA COMMUNICATIONS CORP   2015-06-10 2019-03-27
3. AON PLC   2012-08-16 2019-03-27
2. MARTIN MARIETTA MATLS INC COM   2018-05-10 2019-04-10
4. MARTIN MARIETTA MATLS INC COM   2017-03-01 2019-04-10
4. SBA COMMUNICATIONS CORP     2019-04-10
1. TRANSDIGM GROUP INC   2016-12-07 2019-04-10
4. VERISK ANALYTICS INC     2019-04-10
9. HFF INC   2017-08-25 2019-04-11
81. HFF INC   2017-08-25 2019-04-12
2. HFF INC   2017-08-25 2019-04-15
57. AMERICAN AIRLS GROUP INC   2019-01-24 2019-04-16
9. HFF INC   2017-08-25 2019-04-16
6. HFF INC   2017-08-25 2019-04-17
6. HFF INC   2018-06-08 2019-04-17
3. HFF INC   2018-06-08 2019-04-18
2640.845 JOHCM INTERNATIONAL SEL-I #180   2014-01-07 2019-04-22
14. BERSHIRE HATHAWAY INC.   2019-01-14 2019-04-22
24. BERSHIRE HATHAWAY INC.     2019-04-22
74. HFF INC   2018-06-08 2019-04-22
9. MICROSOFT CORP   2019-01-14 2019-04-22
1380.898 OPPENHEIMER DEVELOPING MKT-I 799   2019-01-10 2019-04-22
5882.353 JAMES ALPHA GL REAL EST-I   2019-01-10 2019-04-22
2163.722 TWEEDY BROWNE FD GLOBAL VALUE #1   2019-01-10 2019-04-22
33. HFF INC   2018-06-08 2019-04-23
13. TESLA MOTORS INC   2019-01-24 2019-04-25
6. BROOKFIELD ASSET MANAGE-CL A   2016-12-22 2019-04-26
7. CARMAX INC   2018-05-10 2019-04-26
2. CARMAX INC   2015-08-11 2019-04-26
6. GARTNER INC   2018-02-05 2019-04-26
2. MARTIN MARIETTA MATLS INC COM   2018-05-10 2019-04-26
4. SBA COMMUNICATIONS CORP   2015-07-27 2019-04-26
1. TRANSDIGM GROUP INC   2016-12-07 2019-04-26
57. ROCHE HOLDINGS LTD - ADR   2015-02-27 2019-05-09
7. THERMO FISHER SCIENTIFIC INC   2016-01-20 2019-05-09
20. TOTAL S.A. - ADR   2018-11-21 2019-05-09
14. ZOETIS INC   2017-04-25 2019-05-09
23.967 FIDELITY NEW MRKTS INC-Z #3323   2019-03-29 2019-05-23
4. AIR PRODS & CHEMS INC COM     2019-05-29
20. LIBERTY EXPEDIA HOLDINGS INC     2019-05-29
6. BROADCOM INC   2019-01-24 2019-05-30
7. HUMANA INC   2019-01-24 2019-05-30
20. ELI LILLY & CO COM   2019-03-13 2019-05-30
6. CME GROUP INC   2019-01-14 2019-06-11
19. CVS HEALTH CORPORATION     2019-06-11
19. WALT DISNEY CO     2019-06-11
106. ROCHE HOLDINGS LTD - ADR   2019-01-14 2019-06-11
150. ROCHE HOLDINGS LTD - ADR     2019-06-11
4. AIR PRODS & CHEMS INC COM     2019-06-26
1. EQUINIX INC   2019-02-15 2019-06-26
2. EQUINIX INC     2019-06-26
1. TRANSDIGM GROUP INC   2016-12-07 2019-06-26
4. VERISIGN INC COM   2012-08-16 2019-06-26
5. VERISK ANALYTICS INC     2019-06-26
13. MERCK & CO INC NEW   2019-01-14 2019-07-02
18. MICROSOFT CORP     2019-07-03
12. APPLE INC   2014-01-09 2019-07-09
56. CISCO SYSTEMS INC     2019-07-09
15. UNION PACIFIC CORP     2019-07-09
1. EQUINIX INC   2015-11-02 2019-07-10
2. O'REILLY AUTOMOTIVE INC   2017-07-13 2019-07-10
5. PROGRESSIVE CORP OHIO   2016-10-14 2019-07-10
3. VERISIGN INC COM   2012-08-16 2019-07-10
3. VERISK ANALYTICS INC     2019-07-10
14. ELI LILLY & CO COM   2019-01-14 2019-07-19
11. MERCK & CO INC NEW   2016-04-22 2019-07-19
9. THERMO FISHER SCIENTIFIC INC   2014-01-09 2019-07-19
24. ZOETIS INC   2017-04-25 2019-07-19
10. COPART INC COM   2018-10-05 2019-07-29
5. DOLLAR GENERAL CORP   2018-06-22 2019-07-29
4. MOHAWK INDS INC COM   2012-08-16 2019-07-29
3. S&P GLOBAL INC   2016-01-26 2019-07-29
1. TRANSDIGM GROUP INC   2016-12-07 2019-07-29
1. VERISIGN INC COM   2012-08-16 2019-07-29
6. APPLE INC   2019-01-14 2019-07-30
15. CME GROUP INC   2019-01-14 2019-07-30
9. CME GROUP INC   2014-01-09 2019-07-30
48. COPART INC COM   2018-06-08 2019-08-01
31. COPART INC COM   2018-06-08 2019-08-02
2. EXPEDIA INC     2019-08-02
78. COPART INC COM   2018-06-08 2019-08-05
11892.908 PIMCO COMMODITY REAL RET STRAT-I45     2019-08-05
149. COPART INC COM     2019-08-06
24. COGNIZANT TECH SOLUTIONS CRP COM   2019-01-14 2019-08-13
12. DIAGEO PLC - ADR   2014-01-09 2019-08-13
9. UNION PACIFIC CORP   2019-01-14 2019-08-13
18. UNITED PARCEL SERVICE-CL B     2019-08-13
2. AIR PRODS & CHEMS INC COM   2014-03-10 2019-08-15
14. ECHOSTAR CORPORATION   2012-08-16 2019-08-15
5. GARTNER INC   2018-05-10 2019-08-15
10. MOHAWK INDS INC COM   2012-08-16 2019-08-15
7. RESTAURANT BRANDS INTERN   2018-01-12 2019-08-15
.88 EXPEDIA INC   2012-08-16 2019-08-26
9. COPART INC COM     2019-08-30
6. RESTAURANT BRANDS INTERN     2019-08-30
2. TRANSDIGM GROUP INC   2015-08-11 2019-08-30
6. TRANSUNION     2019-08-30
20. UNITEDHEALTH GROUP INC   2019-01-24 2019-08-30
4686.036 PIMCO FOREIGN BD FD USD H-INST #103   2019-01-10 2019-09-09
19. CELANESE CORP     2019-09-10
17. NIKE INC CL B   2017-10-30 2019-09-10
24. PNC FINANCIAL SERVICES GROUP   2015-05-27 2019-09-10
2. S&P GLOBAL INC   2016-01-26 2019-09-20
12. IHS MARKIT LTD     2019-09-20
6. SBA COMMUNICATIONS CORP     2019-09-26
11. HUMANA INC   2019-01-24 2019-10-02
33. TD AMERITRADE HLDG CORP   2019-01-24 2019-10-02
11. ANTHEM INC     2019-10-08
2. ANSYS INC   2018-06-22 2019-10-14
3. DOLLAR GENERAL CORP   2018-06-22 2019-10-14
1. EQUINIX INC   2015-11-02 2019-10-14
1. METTLER-TOLEDO INTL INC   2018-06-22 2019-10-14
3. S&P GLOBAL INC   2016-01-26 2019-10-14
1. VERISIGN INC COM   2012-08-16 2019-10-14
3. VERISK ANALYTICS INC   2015-11-20 2019-10-14
2. MARTIN MARIETTA MATLS INC COM   2017-08-09 2019-10-15
6. LAM RESEARCH CORP COM   2018-07-24 2019-10-16
4. UNITEDHEALTH GROUP INC   2019-01-14 2019-10-16
264. UBS GROUP AG     2019-10-16
367. UBS GROUP AG     2019-10-16
15. TE CONNECTIVITY LTD   2017-05-22 2019-10-16
23. ELI LILLY & CO COM     2019-10-24
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 775   297 478
b 392   351 41
c 740   563 177
d 492   420 72
e 2,387   980 1,407
887   444 443
966   317 649
1,143   1,887 -744
4,856   7,168 -2,312
323   1,045 -722
607   602 5
928   953 -25
409   117 292
1,662   986 676
1,582   1,022 560
1,703   837 866
1,159   621 538
1,027   370 657
908   1,273 -365
3,028   3,028  
616   428 188
1,468   1,141 327
653   588 65
509   385 124
30,000   26,650 3,350
136,156   114,000 22,156
207,791   233,436 -25,645
180,167   200,549 -20,382
72,060   75,000 -2,940
42,677   50,000 -7,323
178,570   154,256 24,314
97,353   106,500 -9,147
142,683   147,500 -4,817
354,692   231,805 122,887
29,936   30,000 -64
102,525   104,730 -2,205
39,777   41,325 -1,548
1,096   395 701
695   365 330
553   257 296
304   106 198
1,992   1,973 19
2,662   2,593 69
585   756 -171
828   895 -67
1,268   312 956
684   365 319
284   168 116
1,345   1,331 14
1,306   1,301 5
1,279   1,280 -1
1,829   1,755 74
3,621   2,575 1,046
754   632 122
393   374 19
668   584 84
301   291 10
1,114   547 567
1,088   721 367
873   531 342
889   921 -32
1,091   989 102
1,025   1,024 1
1,101   1,093 8
824   853 -29
2,476   2,947 -471
1,763   1,621 142
1,994   1,783 211
1,459   1,435 24
1,804   1,843 -39
909   996 -87
2,614   2,504 110
883   1,067 -184
1,177   485 692
389   234 155
503   159 344
408   424 -16
816   896 -80
808   468 340
456   253 203
540   319 221
428   333 95
3,854   3,000 854
95   74 21
1,921   1,875 46
429   333 96
284   222 62
284   208 76
143   104 39
60,000   48,275 11,725
2,935   2,742 193
5,031   2,843 2,188
3,523   2,570 953
1,112   920 192
60,000   53,938 6,062
108,176   100,000 8,176
60,000   55,435 4,565
1,571   1,146 425
3,212   3,745 -533
287   198 89
543   447 96
155   126 29
948   809 139
428   424 4
800   466 334
479   253 226
1,825   1,942 -117
1,872   939 933
1,051   1,137 -86
1,416   772 644
357   361 -4
809   531 278
832   477 355
1,535   1,578 -43
1,721   2,092 -371
2,318   2,483 -165
1,190   1,072 118
1,027   1,703 -676
2,574   1,740 834
3,616   3,432 184
5,118   4,943 175
895   463 432
490   421 69
979   609 370
479   253 226
825   191 634
716   397 319
1,108   954 154
2,467   930 1,537
2,413   922 1,491
3,156   1,248 1,908
2,536   2,406 130
519   300 219
769   365 404
416   164 252
650   143 507
450   232 218
1,506   1,606 -100
897   624 273
2,623   1,026 1,597
2,749   1,323 1,426
791   518 273
681   502 179
498   294 204
732   253 479
494   253 241
214   48 166
1,252   899 353
2,961   2,679 282
1,777   694 1,083
3,746   2,764 982
2,361   1,785 576
258   58 200
5,745   4,492 1,253
67,790   70,000 -2,210
11,109   4,775 6,334
1,481   1,557 -76
1,968   1,545 423
1,520   1,385 135
2,100   1,874 226
450   220 230
541   396 145
627   670 -43
1,107   734 373
518   428 90
113   24 89
681   465 216
473   353 120
1,071   473 598
501   448 53
4,667   5,304 -637
52,952   50,000 2,952
2,340   1,144 1,196
1,476   935 541
3,302   2,303 999
509   168 341
808   586 222
1,476   696 780
2,839   3,287 -448
1,111   1,816 -705
2,606   3,136 -530
449   360 89
485   301 184
568   300 268
682   584 98
757   253 504
185   48 137
469   221 248
532   423 109
1,413   1,041 372
941   994 -53
2,951   3,515 -564
4,103   7,269 -3,166
1,391   1,132 259
2,459   2,754 -295
      81,706
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       478
b       41
c       177
d       72
e       1,407
      443
      649
      -744
      -2,312
      -722
      5
      -25
      292
      676
      560
      866
      538
      657
      -365
       
      188
      327
      65
      124
      3,350
      22,156
      -25,645
      -20,382
      -2,940
      -7,323
      24,314
      -9,147
      -4,817
      122,887
      -64
      -2,205
      -1,548
      701
      330
      296
      198
      19
      69
      -171
      -67
      956
      319
      116
      14
      5
      -1
      74
      1,046
      122
      19
      84
      10
      567
      367
      342
      -32
      102
      1
      8
      -29
      -471
      142
      211
      24
      -39
      -87
      110
      -184
      692
      155
      344
      -16
      -80
      340
      203
      221
      95
      854
      21
      46
      96
      62
      76
      39
      11,725
      193
      2,188
      953
      192
      6,062
      8,176
      4,565
      425
      -533
      89
      96
      29
      139
      4
      334
      226
      -117
      933
      -86
      644
      -4
      278
      355
      -43
      -371
      -165
      118
      -676
      834
      184
      175
      432
      69
      370
      226
      634
      319
      154
      1,537
      1,491
      1,908
      130
      219
      404
      252
      507
      218
      -100
      273
      1,597
      1,426
      273
      179
      204
      479
      241
      166
      353
      282
      1,083
      982
      576
      200
      1,253
      -2,210
      6,334
      -76
      423
      135
      226
      230
      145
      -43
      373
      90
      89
      216
      120
      598
      53
      -637
      2,952
      1,196
      541
      999
      341
      222
      780
      -448
      -705
      -530
      89
      184
      268
      98
      504
      137
      248
      109
      372
      -53
      -564
      -3,166
      259
      -295
       
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 2 256,921
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 148,809 3,765,409 0.03952
2016 103,850 3,476,754 0.02987
2015 116,037 3,254,789 0.035651
2014 156,040 3,503,769 0.044535
2013 162,837 3,526,515 0.046175
2
Total of line 1, column (d) .....................
2
0.195751
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
0.03915
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,647,302
5
Multiply line 4 by line 3......................
5
142,792
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,951
7
Add lines 5 and 6........................
7
145,743
8
Enter qualifying distributions from Part XII, line 4,.............
8
235,409
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 2,951
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 2,951
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 2,951
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,720
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 2,720
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 9 231
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)
    bulletGA
    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 Trustee
    1     		44,171    
    120 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
    3,566,108
    b
    Average of monthly cash balances.......................
    1b
    136,737
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,702,845
    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
    3,702,845
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    55,543
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,647,302
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    182,365
    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
    182,365
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,951
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,951
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    179,414
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    179,414
    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
    179,414
    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
    235,409
    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
    235,409
    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
    2,951
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    232,458
    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 7 179,414
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 79,905
    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$ 235,409
    a Applied to 2017, but not more than line 2a 79,905
    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..... 155,504
    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 ..........     		23,910
    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
    PIEDMONT HOSPITAL
    2727 PACES FERRY RD BLDG 2 STE 700
    ATLANTA,GA30339     		NONE PC GENERAL OPERATING 230,000
    Total .................................bullet 3a 230,000
    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 83,999  
    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 ............     		    18 256,921  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    1 122  
    bOTHER INCOME     1 18  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   341,060  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    341,060
    (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:
    REUNETTE W HARRIS LUCY CLAIR HARRIS
    EIN:
    58-6163829
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 992     992

    TY 2018 InvestmentsOtherSchedule2
    Name:
    REUNETTE W HARRIS LUCY CLAIR HARRIS
    EIN:
    58-6163829
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    052769106 AUTODESK INC COM AT COST 3,695 7,957
    45168D104 IDEXX CORP AT COST 4,218 5,700
    573284106 MARTIN MARIETTA MATL AT COST 6,892 11,000
    74164M108 PRIMERICA INC AT COST 12,649 17,665
    40418F108 HFF INC      
    315920702 FID ADV EMER MKTS IN      
    316389584 FIDELITY ADV INTER R      
    17275R102 CISCO SYSTEMS INC AT COST 8,210 12,828
    375558103 GILEAD SCIENCES INC AT COST 6,873 6,052
    26875P101 EOG RESOURCES, INC AT COST 9,669 6,654
    911312106 UNITED PARCEL SERVIC AT COST 8,289 9,444
    09247X101 BLACKROCK INC AT COST 9,435 11,543
    H42097107 UBS GROUP AG      
    517834107 LAS VEGAS SANDS CORP AT COST 11,532 12,368
    31620R303 FNF GROUP AT COST 6,218 10,727
    530307305 LIBERTY BROADBAND CO AT COST 1,929 4,723
    76131D103 RESTAURANT BRANDS IN AT COST 7,478 11,845
    256677105 DOLLAR GENERAL CORP AT COST 8,094 13,629
    48238T109 KAR AUCTION SERVICES      
    531229409 LIBERTY SIRIUSXM GRO AT COST 602 1,527
    53046P109 LIBERTY EXPEDIA HOLD      
    112585104 BROOKFIELD ASSET MAN AT COST 10,501 22,211
    12504L109 CBRE GROUP INC AT COST 4,784 9,800
    194014106 COLFAX CORPORATION AT COST 5,186 4,738
    M98068105 WIX.COM LTD AT COST 5,129 6,470
    76657Y101 RIGHTMOVE PLC-UNSP A AT COST 13,835 17,304
    05278C107 AUTOHOME INC-ADR AT COST 22,644 21,309
    70299PGP6 PARTNERS GROUP PRIVA AT COST 70,000 129,519
    77958B402 T ROWE PRICE INST FL      
    126650100 CVS/CAREMARK CORPORA AT COST 15,816 15,668
    192446102 COGNIZANT TECH SOLUT AT COST 10,440 10,847
    57060D108 MARKETAXESS HLDGS IN AT COST 7,694 14,006
    04316A108 ARTISAN PARTNERS ASS AT COST 5,688 4,896
    12514G108 CDW CORP/DE AT COST 12,765 22,128
    256210105 DODGE & COX INCOME F AT COST 248,000 257,651
    77957P105 T ROWE PRICE SHORT T      
    097023105 BOEING COMPANY AT COST 34,999 36,370
    693475105 PNC FINANCIAL SERVIC AT COST 5,933 8,362
    405217100 HAIN CELESTIAL GROUP AT COST 7,896 6,832
    02079K107 ALPHABET INC/CA AT COST 46,831 64,266
    609207105 MONDELEZ INTERNATION AT COST 11,421 14,004
    12572Q105 CME GROUP INC AT COST 3,506 6,790
    262037104 DRIL-QUIP INC COM AT COST 9,312 7,261
    426281101 HENRY JACK & ASSOC I AT COST 5,667 6,936
    217204106 COPART INC COM AT COST 2,318 10,826
    608190104 MOHAWK INDS INC COM      
    743315103 PROGRESSIVE CORP OHI AT COST 1,332 4,182
    929160109 VULCAN MATLS CO AT COST 8,297 10,572
    55261F104 M & T BANK CORPORATI AT COST 1,094 2,348
    776696106 ROPER INDS INC NEW C AT COST 3,511 7,413
    366651107 GARTNER INC AT COST 8,850 11,094
    422806208 HEICO CORP CL A AT COST 793 1,143
    G0450A105 ARCH CAPITAL GROUP L AT COST 4,722 8,477
    531229854 LIBERTY MEDIA GROUP AT COST 3,933 5,738
    531229607 LIBERTY SIRIUSXM GRO AT COST 1,285 3,389
    44267D107 HOWARD HUGHES CORP/T AT COST 5,546 5,256
    045327103 ASPEN TECHNOLOGY INC AT COST 10,722 15,540
    384109104 GRACO INC AT COST 11,203 11,933
    92927K102 WABCO HOLDINGS INC AT COST 13,045 13,462
    512807108 LAM RESEARCH CORP CO AT COST 6,189 10,571
    H84989104 TE CONNECTIVITY LTD AT COST 6,495 8,324
    92345Y106 VERISK ANALYTICS INC AT COST 3,465 7,814
    82509L107 SHOPIFY INC - A W/I AT COST 771 1,568
    33616C100 FIRST REPUBLIC BANK/ AT COST 7,705 8,402
    620076307 MOTOROLA SOLUTIONS, AT COST 1,167 3,326
    67103H107 O'REILLY AUTOMOTIVE AT COST 3,061 13,501
    278768106 ECHOSTAR CORPORATION      
    749607107 RLI CORP COM AT COST 3,118 4,866
    891092108 TORO CO AT COST 11,470 13,498
    741511109 PRICESMART INC AT COST 7,131 7,706
    75524B104 RBC BEARINGS INC AT COST 6,847 9,145
    61744J408 MORGN STANLY INSTL F      
    74256W568 PRINCIPAL REAL EST S AT COST 200,000 237,755
    742537236 PRINCIPAL GL MULT ST      
    63872T885 ASG GLOBAL ALTERNATI      
    74925K581 ROBECO BP LNG/SHRT R      
    Y2573F102 FLEXTRONICS INTL LTD AT COST 10,891 9,858
    254687106 WALT DISNEY CO AT COST 6,896 10,004
    654106103 NIKE INC CL B AT COST 11,141 15,224
    56501R106 MANULIFE FINANCIAL C AT COST 10,839 12,866
    87612E106 TARGET CORP AT COST 4,949 8,232
    03662Q105 ANSYS INC AT COST 6,659 8,586
    12508E101 CDK GLOBAL INC      
    46625H100 JPMORGAN CHASE & CO AT COST 12,338 19,238
    172967424 CITIGROUP INC AT COST 13,347 16,743
    848574109 SPIRIT AEROSYTSEMS H AT COST 6,222 8,100
    872540109 TJX COS INC NEW AT COST 3,963 6,284
    448579102 HYATT HOTELS CORP AT COST 3,685 3,662
    489398107 KENNEDY-WILSON HOLDI AT COST 3,612 4,027
    78410G104 SBA COMMUNICATIONS C AT COST 7,401 17,808
    562750109 MANHATTAN ASSOCIATES AT COST 2,791 4,797
    60786M105 MOELIS & CO AT COST 12,291 8,706
    879360105 TELEDYNE TECHNOLOGIE AT COST 13,373 24,390
    009158106 AIR PRODUCTS AND CHE AT COST 2,862 5,758
    526057104 LENNAR CORPORATION C AT COST 4,660 5,424
    778296103 ROSS STORES INC AT COST 6,493 8,225
    530307107 LIBERTY BROADBAND CO AT COST 853 2,478
    86614U100 SUMMIT MATERIALS INC AT COST 2,156 2,637
    78409V104 S&P GLOBAL INC AT COST 1,003 3,096
    G47567105 IHS MARKIT LTD AT COST 5,075 9,103
    G5480U104 LIBERTY GLOBAL PLC-A AT COST 1,397 1,434
    303075105 FACTSET RESH SYS INC AT COST 7,191 9,887
    74144Q203 T ROWE PRICE INST EM      
    00770G847 JOHCM INTERNATIONAL AT COST 105,353 132,326
    037833100 APPLE COMPUTER INC C AT COST 17,086 37,314
    806857108 SCHLUMBERGER LTD      
    89151E109 TOTAL FINA ELF S.A. AT COST 13,320 13,000
    867224107 SUNCOR ENERGY INC NE AT COST 11,703 12,440
    20030N101 COMCAST CORP CLASS A      
    00206R102 AT & T INC AT COST 15,005 17,205
    G29183103 EATON CORP PLC AT COST 8,214 10,279
    98978V103 ZOETIS INC AT COST 3,834 7,036
    023586100 AMERCO AT COST 2,919 3,240
    615369105 MOODYS CORP AT COST 897 5,076
    48251W104 KKR & CO INC -A AT COST 7,145 8,015
    55354G100 MSCI INC AT COST 1,618 4,222
    038336103 APTARGROUP INC AT COST 3,803 5,080
    679580100 OLD DOMINION FREIGHT AT COST 12,028 16,933
    73278L105 POOL CORPORATION AT COST 8,607 13,688
    4812A2389 JPMORGAN U.S. L/C CO      
    25243Q205 DIAGEO PLC - ADR AT COST 9,395 11,799
    883556102 THERMO FISHER SCIENT AT COST 11,826 18,119
    907818108 UNION PACIFIC CORP AT COST 6,555 12,410
    58933Y105 MERCK & CO INC NEW AT COST 6,771 10,053
    150870103 CELANESE CORP AT COST 7,488 12,236
    03076C106 AMERIPRISE FINL INC      
    922031760 VANGUARD HIGH YIELD AT COST 203,358 208,078
    77954Q403 T ROWE PRICE BLUE CH      
    437076102 HOME DEPOT INC AT COST 6,501 9,618
    532457108 ELI LILLY & CO COM AT COST 5,943 7,977
    594918104 MICROSOFT CORP AT COST 46,425 77,850
    771195104 ROCHE HOLDINGS LTD -      
    91324P102 UNITEDHEALTH GROUP I AT COST 19,798 27,039
    084670702 BERSHIRE HATHAWAY IN      
    75606N109 REALPAGE INC AT COST 5,333 5,450
    893641100 TRANSDIGM GROUP INC AT COST 7,330 18,946
    40171V100 GUIDEWIRE SOFTWARE I AT COST 4,280 4,961
    115637209 BROWN FORMAN CORP CL AT COST 1,943 3,079
    570535104 MARKEL HOLDINGS AT COST 6,553 14,052
    91879Q109 VAIL RESORTS INC COM AT COST 8,003 7,436
    92343E102 VERISIGN INC AT COST 2,197 8,741
    115236101 BROWN & BROWN INC AT COST 3,121 6,933
    89400J107 TRANSUNION AT COST 6,431 9,088
    143130102 CARMAX INC AT COST 7,427 14,628
    311900104 FASTENAL CO AT COST 3,798 5,355
    592688105 METTLER-TOLEDO INTL AT COST 5,037 6,344
    595017104 MICROCHIP TECHNOLOGY AT COST 3,124 6,977
    36164V305 GCI LIBERTY INC AT COST 1,776 4,689
    29444U700 EQUINIX INC AT COST 1,750 3,401
    531229870 LIBERTY MEDIA GROUP AT COST 132 404
    43300A203 HILTON WORLDWIDE HOL AT COST 9,279 11,538
    N22717107 CORE LABORATORIES N AT COST 3,278 1,321
    09215C105 BLACK KNIGHT INC AT COST 6,821 10,850
    G0408V102 AON PLC AT COST 1,163 4,250
    G5480U120 LIBERTY GLOBAL PLC-S AT COST 3,086 2,721
    40416M105 HD SUPPLY HOLDINGS I      
    257651109 DONALDSON CO INC AT COST 5,093 5,643
    31641Q755 FIDELITY NEW MRKTS I AT COST 111,347 107,687
    571903202 MARRIOTT INTERNATION AT COST 3,452 4,050
    929042109 VORNADO REALTY TRUST AT COST 1,213 1,181
    01609W102 ALIBABA GROUP HOLDIN AT COST 21,097 23,320
    34959J108 FORTIVE CORP AT COST 4,116 4,002
    79466L302 SALESFORCE COM INC AT COST 11,497 12,206
    03027X100 AMERICAN TOWER REIT AT COST 3,791 5,016
    235851102 DANAHER CORP AT COST 6,197 7,856
    617446448 MORGAN STANLEY AT COST 4,031 4,421
    88032Q109 TENCENT HOLDINGS LTD AT COST 13,252 12,434
    46120E602 INTUITIVE SURGICAL I AT COST 8,510 8,847
    87236Y108 TD AMERITRADE HLDG C AT COST 5,394 3,761
    31620M106 FIDELITY NATL INFORM AT COST 6,452 6,983
    25754A201 DOMINOS PIZZA INC AT COST 6,859 7,334
    755111507 RAYTHEON CO AT COST 8,185 9,125
    11135F101 BROADCOM INC AT COST 13,464 14,057
    891160509 TORONTO DOMINION BK AT COST 13,176 13,354
    192422103 COGNEX CORP AT COST 891 978
    83088V102 SLACK TECHNOLOGIES I AT COST 3,306 2,090
    852234103 SQUARE INC AT COST 1,370 1,351
    337738108 FISERV INC AT COST 8,747 11,145
    461202103 INTUIT COM AT COST 12,492 14,163
    09857L108 BOOKING HOLDINGS INC AT COST 12,533 14,341
    036752103 ANTHEM INC AT COST 6,644 6,727
    70450Y103 PAYPAL HOLDINGS INC AT COST 8,281 9,369
    988498101 YUM BRANDS INC AT COST 4,457 4,882
    92826C839 VISA INC-CLASS A SHR AT COST 19,341 25,219
    285512109 ELECTRONIC ARTS INC AT COST 8,394 9,062
    94419L101 WAYFAIR INC AT COST 4,890 3,207
    28414H103 ELANCO ANIMAL HEALTH AT COST 660 540
    049904105 ATRION CORP AT COST 6,996 7,591
    808513105 SCHWAB CHARLES CORP AT COST 4,836 4,152
    863667101 STRYKER CORP AT COST 10,779 14,058
    92532F100 VERTEX PHARMACEUTICA AT COST 9,824 10,165
    015351109 ALEXION PHARMACEUTIC AT COST 3,760 3,373
    37940X102 GLOBAL PMTS INC W/I AT COST 7,987 11,335
    125523100 CIGNA CORP AT COST 11,236 10,529
    57636Q104 MASTERCARD INC AT COST 15,682 21,868
    81762P102 SERVICENOW INC AT COST 9,065 12,116
    56063N600 MAINSTAY CONVERTIBLE AT COST 75,000 83,359
    74256W485 PRINCIPAL PREFERRED AT COST 100,000 108,264
    00143W859 INV OPP DEVELOP MRKT AT COST 196,062 219,604
    000843201 ACAP STRATEGIC FUND- AT COST 75,000 86,819
    G5960L103 MEDTRONIC PLC AT COST 8,111 8,712
    848637104 SPLUNK INC AT COST 3,948 3,839
    30303M102 FACEBOOK INC AT COST 28,726 36,988
    98138H101 WORKDAY INC AT COST 2,665 2,595
    45866F104 INTERCONTINENTALEXCH AT COST 5,117 6,414
    829073105 SIMPSON MFG INC COM AT COST 9,676 11,900
    023135106 AMAZON COM INC AT COST 59,102 63,960
    075887109 BECTON DICKINSON AND AT COST 12,163 13,056
    G96629103 WILLIS TOWERS WATSON AT COST 5,039 5,981
    438516106 HONEYWELL INTERNATIO AT COST 5,345 6,564
    64110L106 NETFLIX.COM INC AT COST 8,790 7,760
    11282X103 BROOKFIELD PROPERTY AT COST 1,495 1,380
    225310101 CREDIT ACCEPTANCE CO AT COST 2,795 2,627
    901165100 TWEEDY BROWNE FD GLO AT COST 119,565 129,879
    BIT990000 BLACKSTONE REAL ESTA AT COST 75,000 79,051

    TY 2018 OtherDecreasesSchedule
    Name:
    REUNETTE W HARRIS LUCY CLAIR HARRIS
    EIN:
    58-6163829
    Description Amount
    MUTUAL FUND TIMING DIFFERENCE 184


    TY 2018 OtherExpensesSchedule
    Name:
    REUNETTE W HARRIS LUCY CLAIR HARRIS
    EIN:
    58-6163829
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES-DIVIDEND I 60 60   0


    TY 2018 OtherIncomeSchedule2
    Name:
    REUNETTE W HARRIS LUCY CLAIR HARRIS
    EIN:
    58-6163829
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 122 122  
    OTHER INCOME 18 18  


    TY 2018 OtherIncreasesSchedule
    Name:
    REUNETTE W HARRIS LUCY CLAIR HARRIS
    EIN:
    58-6163829
    Description Amount
    GAIN/LOSS ON PY SALES NOT SETTLED AT YEA 167
    COST BASIS ADJUSTMENT 4


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    REUNETTE W HARRIS LUCY CLAIR HARRIS
    EIN:
    58-6163829
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 4,265 4,265    


    TY 2018 TaxesSchedule
    Name:
    REUNETTE W HARRIS LUCY CLAIR HARRIS
    EIN:
    58-6163829
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,876 1,876   0
    FEDERAL TAX PAYMENT - PRIOR YE 918 0   0
    FEDERAL ESTIMATES - PRINCIPAL 2,720 0   0