TY 2018 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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 07-01-2018 , and ending 06-30-2019

Name of foundation
CODY MEDICAL FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)1432 SHERIDAN AVE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CODY, WY82414

A Employer identification number

83-6006491

B Telephone number (see instructions)

(307) 587-9030

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$1,594,196J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	46,955
2	Check .............
3	Interest on savings and temporary cash investments	80		80	80
4	Dividends and interest from securities...	53,165		53,165	53,165
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-5,750
b	Gross sales price for all assets on line 6a 1,233,803
7	Capital gain net income (from Part IV, line 2)...			1,044
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		12,008	2,941	12,008
12	Total. Add lines 1 through 11........	106,458		57,230	65,253
13	Compensation of officers, directors, trustees, etc.	40,750		4,483	15,893	20,375
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......	11,478		1,253	4,486	5,739
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		2,224	2,224	2,224
c	Other professional fees (attach schedule)....		10,135	10,135	10,135
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		718
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............	720
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		41,355		20,745	3,149
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	107,380		18,095	53,483	29,263
25	Contributions, gifts, grants paid.......	21,500				21,500
26	Total expenses and disbursements. Add lines 24 and 25	128,880		18,095	53,483	50,763
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-22,422
b	Net investment income (if negative, enter -0-)			39,135
c	Adjusted net income (if negative, enter -0-)...				11,770

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2018)

Form 990-PF (2018)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	3,435	32,615	32,615
	2	Savings and temporary cash investments.........	140,055	145,255	145,255
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	1,045,861	1,114,915	1,323,611
	c	Investments—corporate bonds (attach schedule).......	222,450	95,324	92,715
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 3,309
		Less: accumulated depreciation (attach schedule) 3,309
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,411,801	1,388,109	1,594,196
	17	Accounts payable and accrued expenses..........	2,319	1,049
	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 )
	23	Total liabilities (add lines 17 through 22).........	2,319	1,049
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted..................	1,409,482	1,387,060
	25	Temporarily restricted...............
	26	Permanently restricted...............
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds........
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds
	30	Total net assets or fund balances (see instructions).....	1,409,482	1,387,060
	31	Total liabilities and net assets/fund balances (see instructions).	1,411,801	1,388,109

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,409,482

Enter amount from Part I, line 27a .....................

-22,422

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

1,387,060

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .

1,387,060

Form 990-PF (2018)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1a
b
c
d
e

(e) Gross sales price		(f) Depreciation allowed (or allowable)	(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,044
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 ...................		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? Yes No

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
2016
2015
2014
2013

Total of line 1, column (d) .....................

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 ......

Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......

Multiply line 4 by line 3......................

Enter 1% of net investment income (1% of Part I, line 27b)...........

Add lines 5 and 6........................

Enter qualifying distributions from Part XII, line 4,.............

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)

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 and enter “N/A" on line 1.
	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	783
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	783
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	783
6	Credits/Payments:

a	2018 estimated tax payments and 2017 overpayment credited to 2018	6a
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	801
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	801
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	18
11	Enter the amount of line 10 to be: Credited to 2019 estimated tax18	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions

for definition).................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2018)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

MARTY COE Telephone no. bullet

(307) 587-9030

Located at bullet

721 SHERIDAN AVENUECODYWY ZIP+4 bullet

82414

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2018)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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-)
HENRY HR COE	TRUSTEE 0.50	0
PO BOX 1088 CODY,WY82414	TRUSTEE 0.50	0
EDWARD WEBSTER	VICE PRESIDE 0.50	0
1226 11TH STREET CODY,WY82414	VICE PRESIDE 0.50	0
ANNE HAYES	TRUSTEE 0.50	0
620 17TH STREET CODY,WY82414	TRUSTEE 0.50	0
MATTHEW HALL	TRUSTEE 0.50	0
1332 BLEISTEIN CODY,WY82414	TRUSTEE 0.50	0
HENRY HR COE III	PRESIDENT 0.75	0
1050 PARK AVE CODY,WY82414	PRESIDENT 0.75	0
DR KATHLEEN DIVENCENZO	TRUSTEE 0.50	0
4201 PAT OHARA MOUNTAIN DR CODY,WY82414	TRUSTEE 0.50	0
STEVE SIMONTON	TRUSTEE 0.50	0
1222 11TH CODY,WY82414	TRUSTEE 0.50	0
JOE TILDEN	TRUSTEE 0.50	0
PO BOX 1658 CODY,WY82414	TRUSTEE 0.50	0
MARTY COE	EXECUTIVE SE 18.00	40,750
155 BELFRY HWY CODY,WY82414	EXECUTIVE SE 18.00	40,750
KEVEN BUSS	TRUSTEE 0.50	0
PO BOX 637 CODY,WY82414	TRUSTEE 0.50	0
FRED BRONNENBERG	TRUSTEE 0.50	0
32 ROAD 3CXS CODY,WY82414	TRUSTEE 0.50	0
PETER KUYPER	TRUSTEE 0.50	0
PO BOX 430 CODY,WY82414	TRUSTEE 0.50	0
PEGGY ROHRBACH	TRUSTEE 0.50	0
333 SKYLINE DR CODY,WY82414	TRUSTEE 0.50	0

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...................

Form 990-PF (2018)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	SPECIAL OLYMPICS	7,500
2	SCHOLARSHIP GIVEN TO ASHLYN BOWER	3,000
3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2018)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,339,555

Average of monthly cash balances.......................

188,716

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,528,271

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,528,271

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

22,924

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

1,505,347

Minimum investment return. Enter 5% of line 5..................

75,267

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.)

Minimum investment return from Part X, line 6....................

75,267

Tax on investment income for 2018 from Part VI, line 5......

783

Income tax for 2018. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

783

Distributable amount before adjustments. Subtract line 2c from line 1............

74,484

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

74,484

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

74,484

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

50,763

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

50,763

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

50,763

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)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2018
1 Distributable amount for 2018 from Part XI, line 7			74,484
2 Undistributed income, if any, as of the end of 2018:
a Enter amount for 2017 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2018:
a From 2013......	21,179
b From 2014......	13,880
c From 2015......	8,488
d From 2016......
e From 2017......
fTotal of lines 3a through e........		43,547
4Qualifying distributions for 2018 from Part
XII, line 4: $ 50,763
a Applied to 2017, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2018 distributable amount.....			50,763
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2018.		23,721	23,721
(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		19,826
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2017. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2018. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2019 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2013 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2019. Subtract lines 7 and 8 from line 6a ......		19,826
10 Analysis of line 9:
a Excess from 2014....	11,338
b Excess from 2015....	8,488
c Excess from 2016....
d Excess from 2017....
e Excess from 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 section4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

MARTY COE-EXECUTIVE DIRECTOR
721 SHERIDAN AVENUE
CODY,WY82414
(307) 587-9030

bThe form in which applications should be submitted and information and materials they should include:

NO FORMAL APPLICATION- LETTER ADDRESSED TO FOUNDATION BOARD

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

PARK COUNTY WYOMING-RELATED TO THE MEDICAL FIELD

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
GLEN CLINTON CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
KEVIN PAGE CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
BETHANY ANNE SHOTTS CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
JULIE WHITE CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
SPECIAL OLYMPICS CODY CODY,WY82414	NO RELATIONSHIP		COACHES SALARIES	7,500
AMANDA CAPPS CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
KRISTANZA BRONNENBERG CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
SHARON DAVIS CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
TONI LEWIS CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
ABIGALE SHREVE CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
JUSTIN MARCHANT CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
SADEY WHITLOCK CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	1,000
ASHLYN BOWER CODY CODY,WY82414	NO RELATIONSHIP		SCHOLARSHIP	3,000
Total ................................. 3a				21,500

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........			14	80
4 Dividends and interest from securities....			14	53,165
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.....					2,941
8 Gain or (loss) from sales of assets other than inventory ............					-5,750
9 Net income or (loss) from special events:			1	-14,122
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)..				39,123	-2,809

13Total. Add line 12, columns (b), (d), and (e)..................

36,314

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2018)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2018 AccountingFeesSchedule

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	2,224	2,224	2,224

- TIN:

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

TY 2018 DepreciationSchedule

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included
COMPUTER	2007-01-09	2,280	2,280	S/L	3.0000
COMPUTER - YCS	2012-01-19	1,029	1,029	S/L	5.0000

- TIN:

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

TY 2018 GainLossSaleOtherAssetsSch

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Name	Date Acquired	How Acquired	Date Sold	Gross Sales Price	Basis	Total (net)
CARRIZO OIL & GAS	2018-05	PURCHASE	2018-07	6,844	5,590	1,254
SONY CORP ADR REPS	2018-01	PURCHASE	2018-07	2,582	2,352	230
SONY CORP ADR REPS	2018-01	PURCHASE	2018-07	5,164	4,703	461
CARRIZO OIL & GAS	2018-05	PURCHASE	2018-08	6,083	5,590	493
MASTEC INC	2018-01	PURCHASE	2018-08	8,288	9,937	-1,649
BANK OF NY MELLON CO	2015-06	PURCHASE	2018-08	7,722	6,651	1,071
VANGUARD FTSE EUROPE	2014-07	PURCHASE	2018-08	8,822	9,956	-1,134
VANGUARD FTSE PACIFIC	2017-06	PURCHASE	2018-08	7,529	7,256	273
MICRON TECHNOLOGY	2018-01	PURCHASE	2018-09	4,596	4,623	-27
CHEMOURS CO	2017-12	PURCHASE	2018-09	9,870	12,627	-2,757
LAS VEGAS SANDS CORP	2018-01	PURCHASE	2018-09	9,096	10,232	-1,136
PIONEER NATURAL RES	2018-05	PURCHASE	2018-09	8,855	9,750	-895
SPDR S&P OIL & GAS EXPL & PROD	2018-05	PURCHASE	2018-09	13,097	11,893	1,204
RUSH ENTERPRISES	2018-01	PURCHASE	2018-09	7,042	8,706	-1,664
APPLIED MATERIALS	2018-01	PURCHASE	2018-11	3,683	5,474	-1,791
APPLIED MATERIALS	2018-01	PURCHASE	2018-11	3,683	5,474	-1,791
BOISE CASCADE	2018-01	PURCHASE	2018-11	5,226	7,867	-2,641
BOISE CASCADE	2018-02	PURCHASE	2018-11	1,045	1,680	-635
BOISE CASCADE	2018-07	PURCHASE	2018-11	1,568	2,729	-1,161
HUNTSMAN CORP	2018-01	PURCHASE	2018-11	5,069	8,627	-3,558
HUNTSMAN CORP	2018-01	PURCHASE	2018-11	3,041	5,208	-2,167
NANOMETRICS INC	2018-07	PURCHASE	2018-11	12,767	14,399	-1,632
UNITED RENTALS INC	2018-01	PURCHASE	2018-11	8,714	12,787	-4,073
ARBOR REALTY 7.75% PFDPFD	2018-01	PURCHASE	2018-12	1,265	1,277	-12
ARBOR REALTY 7.75% PFDPFD	2018-01	PURCHASE	2018-12	1,645	1,656	-11
ARBOR REALTY 7.75% PFDPFD	2018-01	PURCHASE	2018-12	2,530	2,553	-23
ARBOR REALTY 7.75% PFDPFD	2018-01	PURCHASE	2018-12	2,530	2,553	-23
ARBOR REALTY 7.75% PFDPFD	2018-01	PURCHASE	2018-12	2,530	2,553	-23
NUSTAR ENERGY 7.625% PFDPFD	2018-01	PURCHASE	2018-12	1,926	2,278	-352
NUSTAR ENERGY 7.625% PFDPFD	2018-01	PURCHASE	2018-12	1,926	2,278	-352
NUSTAR ENERGY 7.625% PFDPFD	2018-01	PURCHASE	2018-12	1,926	2,278	-352
NUSTAR ENERGY 7.625% PFDPFD	2018-01	PURCHASE	2018-12	1,926	2,278	-352
NUSTAR ENERGY 7.625% PFDPFD	2018-01	PURCHASE	2018-12	3,852	4,556	-704
NUSTAR ENERGY 7.625% PFDPFD	2018-01	PURCHASE	2018-12	7,705	9,112	-1,407
REGIONS FINL 6.375% PFDPFD	2018-01	PURCHASE	2018-12	2,553	2,582	-29
CHARLES SCHWAB US MC	2018-01	PURCHASE	2018-12	16,719	17,289	-570
SCHWAB US DIVIDEND	2018-01	PURCHASE	2018-12	9,236	9,569	-333
SCHWAB US LARGE CAP	2018-05	PURCHASE	2018-12	14,778	14,724	54
SCHWAB US LARGE CAP	2018-01	PURCHASE	2018-12	17,807	18,567	-760
SCHWAB US LARGE CAP	2018-01	PURCHASE	2018-12	41,023	41,546	-523
SCHWAB US SMALL CAP	2017-12	PURCHASE	2018-12	74	78	-4
SCHWAB US SMALL CAP	2018-01	PURCHASE	2018-12	79	86	-7
SCHWAB US SMALL CAP	2018-01	PURCHASE	2018-12	4,667	4,943	-276
SCHWAB US SMALL CAP	2018-07	PURCHASE	2018-12	51	56	-5
SCHWAB US SMALL CAP	2018-10	PURCHASE	2018-12	61	70	-9
MICRON TECHNOLOGY	2018-01	PURCHASE	2018-12	1,443	1,849	-406
MICRON TECHNOLOGY	2018-01	PURCHASE	2018-12	2,165	2,774	-609
ISHARES NASDAQ	2018-01	PURCHASE	2018-12	10,352	10,986	-634
PERSPECTA INC	2018-01	PURCHASE	2018-12	1,009	1,283	-274
CARRIZO OIL & GAS	2018-11	PURCHASE	2018-12	5,408	9,128	-3,720
ISHARES PHLX	2012-06	PURCHASE	2018-11	9,965	3,088	6,877
SCHWAB US SMALL CAP	2016-12	PURCHASE	2018-12	16,002	14,856	1,146
SCHWAB US SMALL CAP	2017-03	PURCHASE	2018-12	2	2
SCHWAB US SMALL CAP	2017-03	PURCHASE	2018-12	43	39	4
SCHWAB US SMALL CAP	2017-06	PURCHASE	2018-12	54	52	2
SCHWAB US SMALL CAP	2017-09	PURCHASE	2018-12	39	38	1
ALPHABET INC	2017-09	PURCHASE	2018-12	6,423	5,656	767
INVESCO QQQ TRUST	2009-03	PURCHASE	2018-12	9,866	1,791	8,075
ISHARES US BASIC	2007-02	PURCHASE	2018-12	7,717	5,756	1,961
AMGEN INC	2017-07	PURCHASE	2018-12	7,411	6,863	548
ISHARES US HOME	2017-08	PURCHASE	2018-12	1,167	1,344	-177
ISHARES US HOME	2017-08	PURCHASE	2018-12	8,751	10,078	-1,327
SPDR S&P REGIONAL	2013-07	PURCHASE	2018-12	8,998	7,583	1,415
INTEL CORP	2012-03	PURCHASE	2019-01	9,581	5,681	3,900
WATERS CORP	2016-12	PURCHASE	2019-01	9,730	6,774	2,956
ARCHER-DANIELS-MIDLN	2018-09	PURCHASE	2019-03	8,417	9,938	-1,521
BB&T CORP	2018-08	PURCHASE	2019-03	10,195	10,076	119
BB&T CORP	2018-12	PURCHASE	2019-03	13,788	12,863	925
BOSTON PROPER	2018-12	PURCHASE	2019-03	16,641	15,721	920
ISHARES TIPS BOND ETF	2018-03	PURCHASE	2019-03	11,081	11,213	-132
MOLINA HEALTHCARE	2018-09	PURCHASE	2019-03	10,381	11,293	-912
UNITED STATES OIL EFT	2019-02	PURCHASE	2019-04	16,343	13,632	2,711
FREEPORT MCMORAN INC	2019-01	PURCHASE	2019-04	11,079	8,791	2,288
REGIONS FINL 6.375% PFDPFD	2018-01	PURCHASE	2019-04	11,412	11,366	46
SPDR S&P OIL & GAS EXPL & PROD	2019-02	PURCHASE	2019-05	18,978	18,097	881
DEERE & CO	2019-02	PURCHASE	2019-05	17,551	18,652	-1,101
NIKE INC	2019-03	PURCHASE	2019-05	5,401	5,749	-348
ENERGY SELECT SECTOR	2018-05	PURCHASE	2019-05	8,053	9,214	-1,161
EOG RESOURCES INC	2018-05	PURCHASE	2019-05	9,472	11,414	-1,942
ISHARES 20 PLS YEAR	2019-01	PURCHASE	2019-05	15,720	14,402	1,318
SALESFORCE COM	2018-09	PURCHASE	2019-06	11,245	11,918	-673
INNOVATIVE INDUSTRIAL PR	2019-06	PURCHASE	2019-06	8,036	5,624	2,412
REGIONS FINL 6.375% PFDPFD	2018-01	PURCHASE	2019-06	11,349	11,366	-17
UNITED PARCEL	2015-07	PURCHASE	2019-06	25,321	25,282	39
WALMART INC	2015-07	PURCHASE	2019-06	25,331	25,377	-46
CARRIZO OIL & GAS	2018-05	PURCHASE	2018-07	6,844	5,584	1,260
SONY CORP ADR REPS	2018-01	PURCHASE	2018-07	10,329	9,405	924
CARRIZO OIL & GAS	2018-05	PURCHASE	2018-08	6,083	5,584	499
ANADARKO PETE CORP	2018-05	PURCHASE	2018-08	9,501	9,902	-401
MASTEC INC	2018-01	PURCHASE	2018-08	8,289	9,943	-1,654
TRIPLE S MGMT CORP	2018-01	PURCHASE	2018-08	7,229	7,568	-339
BANK OF MY MELLON CO	2015-06	PURCHASE	2018-08	7,207	6,206	1,001
VANGUARD FTSE EUROPE	2014-07	PURCHASE	2018-08	7,719	8,367	-648
VANGUARD FTSE PACIFIC	2017-06	PURCHASE	2018-08	6,844	6,596	248
MICRON TECHNOLOGY	2018-01	PURCHASE	2018-09	4,596	4,622	-26
CHEMOURS CO	2017-12	PURCHASE	2018-09	9,870	12,629	-2,759
SPDR S&P OIL & GAS EXPL & PROD	2018-05	PURCHASE	2018-09	13,097	11,892	1,205
BOISE CASCADE	2018-01	PURCHASE	2018-11	3,919	5,901	-1,982
BOISE CASCADE	2018-02	PURCHASE	2018-11	784	1,261	-477
BOISE CASCADE	2018-07	PURCHASE	2018-11	1,829	3,183	-1,354
HUNTSMAN CORP	2018-01	PURCHASE	2018-11	4,053	6,902	-2,849
NANOMETRICS INC	2018-07	PURCHASE	2018-11	9,574	10,801	-1,227
CAPITAL ONE FI 5.2%	2018-08	PURCHASE	2018-12	22	25	-3
CAPITAL ONE FI 5.2%	2018-08	PURCHASE	2018-12	151	174	-23
CAPITAL ONE FI 5.2%	2018-08	PURCHASE	2018-12	365	423	-58
CAPITAL ONE FI 5.2%	2018-08	PURCHASE	2018-12	1,613	1,865	-252
CAPITAL ONE FI 5.2%	2018-08	PURCHASE	2018-12	2,149	2,487	-338
CAPITAL ONE FI 5.2%	2018-08	PURCHASE	2018-12	2,150	2,487	-337
CAPITAL ONE FI 5.2%	2018-08	PURCHASE	2018-12	2,150	2,487	-337
CAPITAL ONE FI 5.2%	2018-08	PURCHASE	2018-12	2,150	2,487	-337
CHARLES SCHWAB US MC	2018-01	PURCHASE	2018-12	16,719	17,286	-567
SCHWAB US DIVIDEND	2018-01	PURCHASE	2018-12	998	1,035	-37
SCHWAB US DIVIDEND	2018-01	PURCHASE	2018-12	4,992	5,173	-181
SCHWAB US LARGE CAP	2018-05	PURCHASE	2018-12	14,778	14,723	55
SCHWAB US LARGE CAP	2018-01	PURCHASE	2018-12	15,681	16,349	-668
SCHWAB US LARGE CAP	2018-01	PURCHASE	2018-12	8,974	9,087	-113
SCHWAB US LARGE CAP	2018-01	PURCHASE	2018-12	32,050	32,455	-405
SCHWAB US SMALL CAP	2018-07	PURCHASE	2018-12	26	28	-2
SCHWAB US SMALL CAP	2018-10	PURCHASE	2018-12	31	36	-5
MICRON TECHNOLOGY	2018-01	PURCHASE	2018-12	3,609	4,622	-1,013
PERSPECTA INC	2018-01	PURCHASE	2018-12	1,010	1,283	-273
PGT INC	2018-09	PURCHASE	2018-12	7,605	10,695	-3,090
ISHARES PHLX	2012-06	PURCHASE	2018-11	9,134	2,833	6,301
SCHWAB US SMALL CAP	2016-12	PURCHASE	2018-12	10,654	9,889	765
SCHWAB US SMALL CAP	2017-03	PURCHASE	2018-12	16	14	2
SCHWAB US SMALL CAP	2017-03	PURCHASE	2018-12	24	22	2
ALPHABET INC	2017-09	PURCHASE	2018-12	5,351	4,715	636
ISHARES US BASIC	2007-02	PURCHASE	2018-12	6,860	5,116	1,744
AMGEN INC	2017-07	PURCHASE	2018-12	7,412	6,863	549
ISHARES US HOME	2017-08	PURCHASE	2018-12	8,459	9,743	-1,284
SPDR S&P REGIONAL	2013-07	PURCHASE	2018-12	1,799	1,518	281
SPDR S&P REGIONAL	2013-07	PURCHASE	2018-12	5,847	4,933	914
INTEL CORP	2012-03	PURCHASE	2019-01	8,143	4,831	3,312
WATERS CORP	2016-12	PURCHASE	2019-01	9,730	6,773	2,957
ARCHER-DANIELS-MIDLN	2018-09	PURCHASE	2019-03	4,209	4,969	-760
ARCHER-DANIELS-MIDLN	2018-09	PURCHASE	2019-03	4,209	4,969	-760
BB&T CORP	2018-08	PURCHASE	2019-03	12,745	12,590	155
BOSTON PROPER	2018-12	PURCHASE	2019-03	1,353	1,275	78
BOSTON PROPER	2018-12	PURCHASE	2019-03	13,289	12,559	730
ISHARES TIPS BOND ETF	2018-03	PURCHASE	2019-03	11,081	11,212	-131
SPROUTS FARMERS MARK	2018-01	PURCHASE	2019-03	6,716	7,272	-556
MOLINA HEALTHCARE	2018-09	PURCHASE	2019-03	10,381	11,293	-912
UNITED STATES OIL EFT	2019-02	PURCHASE	2019-04	14,346	11,968	2,378
FREEPORT MCMORAN INC	2019-01	PURCHASE	2019-04	9,676	7,679	1,997
REGIONS FINL 6.375% PFDPFD	2018-01	PURCHASE	2019-03	7,663	8,517	-854
SM ENERGY CO	2018-11	PURCHASE	2019-05	6,206	9,421	-3,215
SPDR S&P OIL & GAS EXPL & PROD	2019-02	PURCHASE	2019-05	4,408	4,203	205
SPDR S&P OIL & GAS EXPL & PROD	2019-02	PURCHASE	2019-05	6,122	5,838	284
SPDR S&P OIL & GAS EXPL & PROD	2019-02	PURCHASE	2019-05	6,120	5,838	282
DEERE & CO	2019-02	PURCHASE	2019-05	7,697	8,183	-486
NIKE INC	2019-03	PURCHASE	2019-05	4,765	5,073	-308
DEERE & CO	2018-01	PURCHASE	2019-05	7,697	7,907	-210
BARRICK GOLD CORP	2018-05	PURCHASE	2019-05	8,995	9,857	-862
GENERAL ELECTRIC	2017-01	PURCHASE	2019-05	24,848	25,403	-555
ISHARES 20 PLS YEAR	2019-01	PURCHASE	2019-05	13,755	12,602	1,153
SALESFORCE COM	2018-09	PURCHASE	2019-06	11,245	11,918	-673
INNOVATIVE INDUSTRIAL PR	2019-06	PURCHASE	2019-06	7,061	4,943	2,118
UNITED PARCEL	2015-07	PURCHASE	2019-06	25,307	25,282	25
WALMART INC	2015-07	PURCHASE	2019-06	25,331	25,377	-46

- TIN:

TY 2018 InvestmentsCorpBondsSchedule

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Name of Bond	End of Year Book Value	End of Year Fair Market Value
GENERAL ELEC CAP CORP
CISCO SYSTEMS INC	53,199	50,577
WAL MART STORES INC
UNITED PARCEL SERVICE
ORACLE CORP	42,125	42,138

- TIN:

TY 2018 InvestmentsCorpStockSchedule

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ALPHABET INC
ALPS ALERIAN MLP ETF	25,568	25,689
AMAZON	24,605	28,404
AMERICAN ELECTRIC POWER	13,821	19,362
AMGEN INC
ANADARKO
ANNALY CAPITAL	22,256	22,219
APOLLO COML REAL EST	16,900	17,471
APPLE INC	13,731	21,771
APPLIED MATERIALS
ARBOR REALTY 7.75% PFD	14,898	15,005
ARBOR REALTY TR	17,789	21,828
BANK OF NY MELLON CORP - BK
BARRICK GOLD CORP
BOISE CASCADE CO
BOSTON BEER CO INC	9,365	18,888
BROADCOM	10,801	10,363
CABOT OIL & GAS	28,482	25,600
CAPITAL ONE FINANCIAL CORP - COF	38,264	39,378
CARA THERAPEUTICS	19,619	30,100
CARRIZO OIL & GAS
CEDAR REALTY	28,267	28,930
CHARLES SCHWAB US MC
CHEMOURS COMPANY
CHEVRON TEXACO CORP	3,014	9,955
CISCO SYSTEMS NC - CSCO	13,267	28,549
COMCAST CORP	10,793	11,500
CONSTELLATION BRAND	28,667	27,572
COSTCO WHOLESALE	2,622	23,783
DEERE & CO
EDWARDS LIFESCIENCES	75,285	92,370
ENERGY SELECT SECTOR
EOG RESOURCES
ESSENT GROUP LTD	28,647	28,194
ETFMG PRIME CYBER	24,155	23,862
HUNTSMAN CORP
INNOVATIVE INDUSTRIAL	10,397	15,074
INTEL CORP COM
INVESCO QQQ TRUST
ISHARES DOW JONES US BASIC MATERIALS
ISHARES DOW JONES US HEALTHCARE - IH	8,667	18,853
ISHARES HOME
ISHARES NASDAQ
ISHARES PHLX SOX SEMICONDUCTOR - SOX
ISHARES SILVER TRUST	18,164	16,480
ISHARES TIPS BOND ETF
ISHARES US PREFERRED	56,894	55,275
ISHARES RUSSELL 3000	32,996	34,472
JPMORGAN CHASE & CO COM	6,789	16,770
KEMPER CORP	22,204	21,573
KINDER MORGAN INC	14,361	14,345
LAS VEGAS SANDS CORP
LPL FINANCIAL HOLDINGS	30,219	32,448
MASTEC INC
MCDONALDS	26,279	29,695
MICRON TECHNOLOGY
MICROSOFT CORP	11,329	29,471
NORTHROP GRUMMAN CORP COM	4,248	22,618
NUSTAR ENERG 7.625% PFD	20,959	22,550
PATRIOT ONE TECH	28,902	24,799
PAYLOCITY INC	28,111	29,647
PERSPECTA INC
PIONEER NATURAL RES
REGIONS FINL 6.375% PFD
RUSH ENTERPRISES
SCHWAB US DIVIDEND
SCHWAB US LARGE CAP - GROWTH ETF
SCHWAB US LARGE CAP - VALUE ETF
SCHWAB US LARGE CAP ETF
SCHWAB US SMALL CAP ETF	58,027	57,184
SELECT SECTOR HEALTH	8,447	9,264
SELECT STR FINANCIAL
SONY CORP
SOUTHERN CO	10,906	11,719
SPDR S&P SEMICONDUCTOR	28,144	28,939
SPDR S&P OIL & GAS EXPL
SPDR S&P REGIONAL BANKING ETF - KRE
SPROUTS FARMERS MARKET
STERLING	21,083	21,982
TRIPLE S MGMT CORP
UNION PACIFIC CORP	18,192	28,749
UNITED RENTALS
UNITED STATES OIL ETF	28,890	31,581
VANECK VECTORS GOLD	25,754	29,394
VANGUARD FTSE EURO ETF - VGK
VANGURAD FTSE PACIFIC
VEEVA	30,577	40,528
VERIZON COMMUNICATIONS	33,266	35,192
WALT DISNEY CO	18,121	26,532
WATERS CORP
WELLS FARGO CORP	42,173	47,684

- TIN:

TY 2018 LandEtcSchedule2

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
COMPUTER	3,309	3,309

- TIN:

TY 2018 OtherExpensesSchedule

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Description	Revenue and Expenses per Books	Adjusted Net Income	Disbursements for Charitable Purposes
CUTTHROAT CLASSIC
CONTRACT LABOR	75	75
ADVERTISING	1,927	1,927
COST OF GOODS SOLD	3,875	3,875
ANNUAL DINNER & CONCERT
GIFTS	1,408	1,408
MISCELLANEOUS	500	500
SUPPLIES	1,467	1,467
ADVERTISING	464	464
COST OF GOODS SOLD	9,652	9,652
BECK LAKE CHALLENGE
FEES	50	11	39
ADVERTISING	3,081	676	2,405
COST OF GOODS SOLD	690	690
EXPENSES
ADVERTISING	3,252
BANK CHARGES	1,315
BOARD EXPENSE	1,942
CONTRACT LABOR	610
FUNDRAISING EXPENSE	6,115
INSURANCE	3,158
OFFICE	675		338
TELEPHONE	734		367
REPAIRS	365

- TIN:

TY 2018 OtherIncomeSchedule2

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INVESTMENT INCOME	2,941	2,941	2,941
CUTTHROAT CLASSIC	2,923		2,923
ANNUAL DINNER & CONCERT	4,767		4,767
BECK LAKE CHALLENGE	1,377		1,377

- TIN:

TY 2018 OtherProfessionalFeesSchedule

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	10,135	10,135	10,135

- TIN:

TY 2018 TaxesSchedule

Name:

CODY MEDICAL FOUNDATION

EIN:

83-6006491

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAXES	718