Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
SUGAR CREEK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1501 NJ2-130-03-31
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ085341501
A Employer identification number

82-3427926
B Telephone number (see instructions)

(609) 274-6834
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$3,001,805J 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... 57,800 57,459  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,524,959
b Gross sales price for all assets on line 6a 3,102,202
7 Capital gain net income (from Part IV, line 2)... 2,524,959
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,582,759 2,582,418  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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).......        
c Other professional fees (attach schedule).... Click to see attachment 15,633 9,380   6,253
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 78,219 1,219   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 399 399    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,251 10,998 0 6,253
25 Contributions, gifts, grants paid....... 50,000 50,000
26 Total expenses and disbursements. Add lines 24 and 25 144,251 10,998 0 56,253
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,438,508
b Net investment income (if negative, enter -0-) 2,571,420
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.............   259 259
2 Savings and temporary cash investments.........   306,324 306,324
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)....... 551,178 Click to see attachment1,896,517 1,908,012
c Investments—corporate bonds (attach schedule).......   Click to see attachment785,989 787,210
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 551,178 2,989,089 3,001,805
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........ 551,178 2,989,089
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)..... 551,178 2,989,089
31 Total liabilities and net assets/fund balances (see instructions). 551,178 2,989,089
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
551,178
2
Enter amount from Part I, line 27a .....................
2
2,438,508
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,989,686
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
597
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,989,089
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 35. ABBVIE INC SHS   2018-04-25 2018-11-16
b 107. ACXIOM CORP   2018-04-25 2018-08-16
c 96. ACXIOM CORP   2018-04-25 2018-08-30
d 30. ALTRIA GROUP INC   2018-04-25 2018-11-16
e 1. AMAZON COM INC   2018-04-25 2018-05-02
1. AMAZON COM INC   2018-04-25 2018-06-20
1. AMAZON COM INC   2018-04-25 2018-07-16
1. AMAZON COM INC   2018-04-25 2018-08-10
19. ASHTEAD GROUP PLC SHS   2018-04-25 2018-09-07
18. ASHTEAD GROUP PLC SHS   2018-04-25 2018-10-11
7960. BANK NEW YORK MELLON   1995-01-10 2018-04-20
1643. BANK NEW YORK MELLON   1996-01-09 2018-04-20
28504. BANK NEW YORK MELLON   1996-11-27 2018-04-20
8211. BANK NEW YORK MELLON   1997-01-14 2018-04-20
6912. BANK NEW YORK MELLON   2003-02-13 2018-04-20
40. BIG LOTS INC   2018-04-25 2018-05-01
43. BIG LOTS INC   2018-04-25 2018-05-02
293. BLOOMIN BRANDS INC   2018-04-25 2018-08-16
69. BRITISH AMERICAN TOBACCO   2018-04-25 2018-11-20
27. BRITISH AMERICAN TOBACCO   2018-04-25 2018-11-21
93. BRITISH AMERICAN TOBACCO   2018-04-25 2018-11-28
61. CANTEL MEDICAL CORP CL B CONV   2018-04-25 2018-12-11
9. CANTEL MEDICAL CORP CL B CONV   2018-04-25 2018-12-12
75. CARLSBERG AS SPONSOREDAD   2018-04-25 2018-05-17
17. CARLSBERG AS SPONSOREDAD   2018-04-25 2018-05-18
75. CONTINENTAL AG SPONSORED ADR   2018-04-25 2018-08-23
76. DAIWA HOUSE IND LTD ADR   2018-04-25 2018-11-27
93. DEUTSCHE POST AG SHS   2018-04-25 2018-06-12
19000. EDISON INTERNATIONAL   2018-05-02 2018-09-21
.32 FERGUSON PLC   2018-04-25 2018-06-15
80. FRESENIUS SE& CO-SPN ADR   2018-04-25 2018-10-22
168. FRESENIUS SE& CO-SPN ADR   2018-04-25 2018-12-11
92. FRESENIUS SE& CO-SPN ADR   2018-06-27 2018-12-11
.3 GARRETT MOTION INC   2018-04-25 2018-10-05
11. GARRETT MOTION INC   2018-04-25 2018-10-22
5. HASBRO INC   2018-04-25 2018-06-18
12. HASBRO INC   2018-04-25 2018-06-19
12. HASBRO INC   2018-04-25 2018-11-30
14. HASBRO INC   2018-04-25 2018-12-03
362. KDDI CORP SHS   2018-04-25 2018-10-03
68. KOC HLDG AS-UNSPON   2018-04-25 2018-05-08
75. KOC HLDG AS-UNSPON   2018-04-25 2018-05-09
10. MAXIM INTERGRATED PRODS INC   2018-04-25 2018-06-05
32. MAXIM INTERGRATED PRODS INC   2018-04-25 2018-06-06
66. CIE GENERALE DES   2018-04-25 2018-08-27
22. MICROSOFT CORP COM   2018-04-25 2018-07-26
13. MONOLITHIC PWR SYS INC   2018-04-25 2018-07-19
1. MONOLITHIC PWR SYS INC   2018-04-25 2018-07-20
2. MONOLITHIC PWR SYS INC   2018-04-25 2018-08-09
40. MONOLITHIC PWR SYS INC   2018-04-25 2018-08-10
39. PHILIP MORRIS INTL INC   2018-04-25 2018-07-13
31. PHILIP MORRIS INTL INC   2018-04-25 2018-08-10
32. PHILIP MORRIS INTL INC   2018-04-25 2018-08-24
13. RAYMOND JAMES FINL INC   2018-04-25 2018-05-29
.83 RESIDEO TECHNOLOGIES INC   2018-04-25 2018-11-05
18. RESIDEO TECHNOLOGIES INC   2018-04-25 2018-11-16
14. SHIRE PHARMACEUTICALS GROUP   2018-04-25 2018-09-07
11. SHIRE PHARMACEUTICALS GROUP   2018-04-25 2018-11-29
38. SHIRE PHARMACEUTICALS GROUP   2018-04-25 2018-12-17
4. SHIRE PHARMACEUTICALS GROUP   2018-04-25 2018-12-18
50. SONY CORP ADR AMERN SH NEW   2018-04-25 2018-09-21
39. SONY CORP ADR AMERN SH NEW   2018-04-25 2018-09-24
60. TAIWAN S MANUFCTRING ADR   2018-04-25 2018-10-05
97. TOKYO ELECTRON LTD SHS   2018-04-25 2018-07-05
216. TURKCELL ILETISIM HIZMETLERI   2018-04-25 2018-09-12
246. TURKCELL ILETISIM HIZMETLERI   2018-04-25 2018-10-04
236. TURKCELL ILETISIM HIZMETLERI   2018-04-25 2018-10-05
76. TURKCELL ILETISIM HIZMETLERI   2018-06-25 2018-10-05
48. UNILEVER PLC AMER SHS ADR NEW   2018-04-25 2018-05-17
65. VALEO ADR   2018-04-25 2018-10-04
159. VALEO ADR   2018-04-25 2018-11-05
46. VALEO ADR   2018-04-25 2018-11-06
29. VENTAS INC   2018-04-25 2018-07-26
29. VENTAS INC   2018-04-25 2018-07-27
19. VENTAS INC   2018-04-25 2018-08-24
43. VENTAS INC   2018-04-25 2018-12-13
3. VENTAS INC   2018-04-25 2018-12-14
105. VINCI SA ADR   2018-04-25 2018-09-07
72. WGL HLDGS INC   2018-04-25 2018-07-11
15. WEC ENERGY GROUP INC SHS   2018-04-25 2018-07-13
11. WEC ENERGY GROUP INC SHS   2018-04-25 2018-07-16
38. WOLTERS KLUWER N V SPONSORED ADR   2018-04-25 2018-11-07
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 3,196   3,199 -3
b 4,715   2,737 1,978
c 4,375   2,456 1,919
d 1,701   1,664 37
e 1,575   1,456 119
1,756   1,456 300
1,822   1,456 366
1,892   1,456 436
2,236   2,162 74
1,876   2,048 -172
438,716   63,003 375,713
90,554   19,634 70,920
1,570,999   3 1,570,996
452,550   150,137 302,413
380,955   165,136 215,819
1,689   1,693 -4
1,812   1,819 -7
5,564   6,890 -1,326
2,365   3,689 -1,324
933   1,444 -511
3,249   4,972 -1,723
4,901   6,869 -1,968
729   1,013 -284
1,669   1,691 -22
378   383 -5
2,679   4,053 -1,374
2,314   2,793 -479
3,239   4,078 -839
18,813   18,868 -55
3   3  
1,371   1,542 -171
1,883   3,239 -1,356
1,031   1,853 -822
5   5  
150   170 -20
455   435 20
1,068   1,043 25
1,109   1,043 66
1,257   1,217 40
4,845   4,771 74
1,023   1,146 -123
1,155   1,264 -109
614   544 70
1,955   1,742 213
1,596   1,862 -266
2,417   2,027 390
1,843   1,548 295
141   119 22
281   238 43
5,558   4,763 795
3,225   3,197 28
2,559   2,541 18
2,555   2,623 -68
1,259   1,125 134
19   21 -2
382   457 -75
2,335   2,242 93
1,891   1,762 129
6,447   6,085 362
667   641 26
2,854   2,474 380
2,221   1,930 291
2,491   2,292 199
3,832   4,568 -736
903   1,894 -991
1,111   2,157 -1,046
1,057   2,069 -1,012
340   474 -134
2,644   2,621 23
1,210   2,180 -970
2,477   5,333 -2,856
700   1,543 -843
1,668   1,359 309
1,603   1,359 244
1,114   890 224
2,687   2,015 672
187   141 46
2,442   2,646 -204
6,354   6,124 230
976   937 39
714   687 27
2,192   2,024 168
      74
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       -3
b       1,978
c       1,919
d       37
e       119
      300
      366
      436
      74
      -172
      375,713
      70,920
      1,570,996
      302,413
      215,819
      -4
      -7
      -1,326
      -1,324
      -511
      -1,723
      -1,968
      -284
      -22
      -5
      -1,374
      -479
      -839
      -55
       
      -171
      -1,356
      -822
       
      -20
      20
      25
      66
      40
      74
      -123
      -109
      70
      213
      -266
      390
      295
      22
      43
      795
      28
      18
      -68
      134
      -2
      -75
      93
      129
      362
      26
      380
      291
      199
      -736
      -991
      -1,046
      -1,012
      -134
      23
      -970
      -2,856
      -843
      309
      244
      224
      672
      46
      -204
      230
      39
      27
      168
       
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 2,524,959
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 0 3,137,767 0.0
2016      
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
0.0
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
0.0
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,206,751
5
Multiply line 4 by line 3......................
5
0
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
25,714
7
Add lines 5 and 6........................
7
25,714
8
Enter qualifying distributions from Part XII, line 4,.............
8
56,253
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 25,714
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 25,714
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 25,714
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 77,000
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 77,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 51,286
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet12,858 RefundedBullet 11 38,428
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)
    bulletDE
    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 addressbullet  
    14
    The books are in care ofbulletUS TRUST FIDUCIARY TAX SERVICES Telephone no.bullet (609) 274-6834

    Located atbullet1300 AMERICAN BOULEVARDPENNINGTONNJ ZIP+4bullet08534
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    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
    GERALD HASSELL PRESIDENT
    1     		0    
    173 COMMODORE DRIVE
    JUPITER,FL33477
    ANITA-AGNES HASSELL PRESIDENT
    1     		0    
    173 COMMODORE DRIVE
    JUPITER,FL33477
    ALYSSA HASSELL TREASURER
    1     		0    
    173 COMMODORE DRIVE
    JUPITER,FL33477
    JARRED HASSELL SECRETARY
    1     		0    
    173 COMMODORE DRIVE
    JUPITER,FL33477
    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
    2,902,055
    b
    Average of monthly cash balances.......................
    1b
    353,530
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,255,585
    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
    3,255,585
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    48,834
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,206,751
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    160,338
    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
    160,338
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    25,714
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    25,714
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    134,624
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    134,624
    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
    134,624
    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
    56,253
    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
    56,253
    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
    25,714
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    30,539
    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 7 134,624
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 10,316
    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$ 56,253
    a Applied to 2017, but not more than line 2a 10,316
    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..... 45,937
    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 ..........     		88,687
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    WALLER CREEK CONSERVANCY
    PO BOX 12363
    AUSTIN,TX78711     		NONE PC UNRESTRICTED GENERAL 50,000
    Total .................................bullet 3a 50,000
    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 57,800  
    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 2,524,959  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   2,582,759  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,582,759
    (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 InvestmentsCorpBondsSchedule
    Name:
    SUGAR CREEK FOUNDATION
    EIN:
    82-3427926
    Name of Bond End of Year Book Value End of Year Fair Market Value
    02665WBP5 AMERICAN HONDA FINAN 18,471 18,395
    084670BR8 BERKSHIRE HATHAWAY I 18,517 18,652
    24422EUB3 JOHN DEERE CAPITAL C 18,954 19,018
    29364DAU4 ENTERGY ARKANSAS INC 18,793 18,885
    767201AS5 RIO TINTO FIN USA LT 18,146 18,074
    89153UAF8 USD TOTAL CAP CANADA 18,397 18,582
    17275RAN2 CISCO SYSTEMS INC 18,275 18,358
    25468PDF0 WALT DISNEY COMPANY/ 18,631 18,541
    674599CM5 OCCIDENTAL PETROLEUM 18,901 18,982
    10112RAY0 BOSTON PROPERTIES LP 18,853 18,968
    278865BD1 ECOLAB INC 19,079 19,305
    74432QCC7 PRUDENTIAL FINANCIAL 18,865 19,094
    91324PCC4 UNITEDHEALTH GROUP I 18,592 18,717
    172967JC6 CITIGROUP INC 18,747 18,271
    191216BS8 COCA-COLA CO/THE 19,107 19,255
    369550AZ1 GENERAL DYNAMICS COR 18,298 18,442
    58933YAF2 MERCK & CO INC 18,606 18,744
    89236TEM3 TOYOTA MOTOR CREDIT 19,069 19,298
    05348EBC2 AVALONBAY COMMUNITIE 18,696 18,969
    05565QDH8 BP CAPITAL MARKETS P 18,932 18,707
    14040HBT1 CAPITAL ONE FINANCIA 19,054 18,915
    548661DP9 LOWE'S COS INC 19,010 18,275
    02209SAS2 ALTRIA GROUP INC 18,201 17,690
    038222AL9 APPLIED MATERIALS IN 18,432 18,230
    202795JN1 COMMONWEALTH EDISON 18,914 19,056
    38141GVR2 GOLDMAN SACHS GROUP 18,780 18,195
    437076BK7 HOME DEPOT INC 18,723 18,759
    68389XBL8 ORACLE CORP 19,073 19,193
    718172BQ1 PHILIP MORRIS INTL I 18,488 18,462
    74005PBQ6 PRAXAIR INC 18,435 18,543
    756109AS3 REALTY INCOME CORP 19,192 19,525
    806854AH8 USD SCHLUMBERGER INV 18,146 18,086
    87612EBD7 TARGET CORP 19,077 19,127
    927804FU3 VIRGINIA ELEC & POWE 19,265 19,314
    00440EAV9 ACE INA HOLDINGS 18,485 18,586
    097023BR5 BOEING CO 19,022 19,367
    458140BD1 INTEL CORP 18,379 18,536
    713448CT3 PEPSICO INC 19,011 19,192
    911312BL9 UNITED PARCEL SERVIC 18,203 18,220
    478160CK8 JOHNSON & JOHNSON 18,979 19,169
    828807CN5 SIMON PROPERTY GROUP 18,387 18,418
    94106LBE8 WASTE MANAGEMENT INC 18,804 19,095

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    SUGAR CREEK FOUNDATION
    EIN:
    82-3427926
    Name of Stock End of Year Book Value End of Year Fair Market Value
    064058100 BANK NEW YORK MELLON 153,265 278,419
    909907107 UNITED BANKSHARES IN 3,754 3,329
    17275R102 CISCO SYS INC 36,291 36,267
    437076102 HOME DEPOT INC USD 0 16,810 16,323
    46625H100 J P MORGAN CHASE & C 23,298 20,793
    532457108 ELI LILLY & CO COM 5,133 5,439
    704326107 PAYCHEX INC COM 12,299 13,356
    855244109 STARBUCKS CORP COM 23,544 27,692
    156782104 CERNER CORP COM 10,855 9,806
    303075105 FACTSET RESH SYS INC 8,499 8,806
    66987V109 NOVARTIS AG SPNSRD A 21,027 23,340
    670100205 NOVO NORDISK A/S ADR 14,760 14,512
    92826C839 VISA INC CL A SHRS 29,161 31,929
    002824100 ABBOTT LABORATORIES 11,093 13,743
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    61174X109 MONSTER BEVERAGE SHS 18,265 16,439
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    03957W106 ARCHROCK INC 4,560 3,183
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    278265103 EATON VANCE CORP COM 4,242 2,709
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    910340108 UNITED FIRE GROUP IN 4,462 4,935
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    346375108 FORMFACTOR INC 6,604 6,791
    353514102 FRANKLIN ELEC INC CO 6,327 6,389
    651718504 NEWPARK RES INC 5,248 3,717
    70509V100 PEBBLEBROOK HOTEL TR 5,015 3,794
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    023135106 AMAZON COM INC 32,024 33,043
    025816109 AMERICAN EXPRESS COM 5,908 5,719
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    00373L102 ABN AMRO GROUP 6,520 4,992
    045055100 ASHTEAD GROUP PLC SH 2,390 1,761
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    234062206 DAIWA HOUSE IND LTD 9,004 7,791
    560877300 MAKITA CORP ADR NEW 9,403 7,527
    715684106 TELEKOMUNIKASI IND-A 4,229 4,089
    79588J102 SAMPO PLC SHS 10,160 8,328
    80104Q208 SANLAM LTD SP ADR 6,039 5,319
    87944W105 TELENOR ASA 7,946 7,128
    88032Q109 TENCENT HOLDINGS LTD 16,224 13,262
    G1151C101 ACCENTURE PLC SHS 11,517 10,858
    N97284108 YANDEX N V CL A 5,488 4,650
    03524A108 ANHEUSER-BUSCH INBEV 10,578 7,239
    62476L207 MR PRICE GROUP LTD 4,494 3,637
    783513203 RYANAIR HOLDINGS PLC 7,490 4,922
    867224107 SUNCOR ENERGY INC NE 11,616 8,419
    G5960L103 MEDTRONIC PLC SHS 20,461 23,286
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    418056107 HASBRO INC 2,434 2,275
    579780206 MC CORMICK & CO INC 3,668 4,873
    969457100 WILLIAMS CO INC 6,243 5,424
    302130109 EXPEDITORS INTL WASH 14,157 15,048
    012348108 ALBANY INTL CORP NEW 4,962 5,057
    59001A102 MERITAGE CORP 4,021 3,415
    609839105 MONOLITHIC PWR SYS I 5,477 5,348
    615394202 MOOG INC CL A 4,962 4,649
    136375102 CANADIAN NATL RY CO 4,703 4,595
    20449X401 COMPASS GROUP PLC SH 8,864 8,736
    23304Y100 DBS GROUP HLDGS LTD 9,077 7,042
    485785109 KASIKORNBANK PCL-UNS 3,483 3,199
    500458401 KOMATSU LTD NEW 5,032 3,791
    803054204 SAP AKTIENGESELLSCHA 12,783 11,747
    977874205 WOLTERS KLUWER N V S 8,524 9,389
    009158106 AIR PRODUCTS AND CHE 13,849 13,444
    127055101 CABOT CORPORATION CO 4,045 3,092
    153527106 CENTRAL GARDEN & PET 6,430 5,202
    237266101 DARLING INTL INC 5,021 5,580
    24983L104 DERMIRA INC 3,956 2,502
    29275Y102 ENERSYS 5,871 6,442
    428291108 HEXCEL CORP NEW COM 9,754 8,372
    440327104 HORACE MANN EDUCATOR 4,554 3,820
    09247X101 BLACKROCK INC CL A 11,293 8,642
    166764100 CHEVRONTEXACO CORP 8,303 7,398
    22822V101 CROWN CASTLE REIT IN 13,026 13,470
    30231G102 EXXON MOBIL CORP 6,605 5,728
    57772K101 MAXIM INTERGRATED PR 5,335 4,983
    717081103 PFIZER INC COM 11,002 13,095
    718546104 PHILLIPS 66 SHS 5,987 4,738
    816851109 SEMPRA ENERGY 10,455 10,278
    902973304 US BANCORP DEL 8,725 7,586
    01609W102 ALIBABA GROUP HOLDIN 31,801 25,632
    052769106 AUTODESK INC COM 19,816 20,578
    58933Y105 MERCK AND CO INC SHS 5,277 6,800
    00971T101 AKAMAI TECHNOLOGIES 6,627 5,742
    03662Q105 ANSYS INC 7,342 6,575
    37940X102 GLOBAL PMTS INC 9,708 9,179
    42234Q102 HEARTLAND FINANCIAL 5,655 4,571
    858155203 STEELCASE INC 4,604 3,960
    950810101 WESBANCO INC 5,284 4,403
    G0408V102 AON PLC 9,416 9,594
    142795202 CARLSBERG AS SPONSOR 6,041 5,695
    759530108 RELX PLC 9,237 8,639
    786584102 SAFRAN SA-UNSPON 9,937 10,282
    92852T201 VIVENDI SHS UNSP ADR 8,737 8,187
    928662501 VOLKSWAGEN AG-UNSP 8,658 7,764
    59410T106 CIE GENERALE DES 6,587 4,704
    72341E304 PING AN INS GROUP CO 8,098 6,991
    74435K204 PRUDENTIAL PLC ADR 15,642 10,717
    756568101 RED ELECTRICA CORP U 8,088 8,809
    83569C102 SONOVA HOLD AG UNSPO 2,919 2,360
    90348R102 UBISOFT ENTERTAINMEN 5,996 5,077
    927320101 VINCI SA 7,258 5,907
    02209S103 ALTRIA GROUP INC 8,874 7,902
    580135101 MC DONALDS CORPORATI 15,820 17,757
    594918104 MICROSOFT CORP COM 36,855 40,628
    88579Y101 3M CO 12,279 11,813
    742718109 PROCTER & GAMBLE CO 11,730 14,891
    747525103 QUALCOMM INC 12,374 14,228
    806857108 SCHLUMBERGER LIMITED 15,399 8,082
    01741R102 ALLEGHENY TECHNOLOGI 6,358 5,072
    671044105 OSI SYS INC 4,631 4,911
    707569109 PENN NATL GAMING INC 7,071 5,216
    898402102 TRUSTMARK CORP COM 4,803 4,122
    949090104 WELBILT INC 4,436 2,578
    372303206 GENMAB A/S SHS 2,606 2,142
    45104G104 ICICI BK LTD 7,337 9,096
    775109200 ROGERS COMMUNICATION 9,422 9,432
    78392U105 RYOHIN KEIKAKU CO LT 12,395 8,709
    904767704 UNILEVER PLC AMER SH 8,082 7,733
    00287Y109 ABBVIE INC SHS 12,889 12,999
    031162100 AMGEN INC 23,096 26,086
    053015103 AUTOMATIC DATA PROCE 7,770 8,785
    40434L105 HP INC 4,288 4,133
    452308109 ILLINOIS TOOL WORKS 8,026 6,715
    756109104 REALTY INCOME CORP 4,885 6,241
    828806109 SIMON PPTY GROUP INC 8,694 9,071
    02079K107 ALPHABET INC SHS 14,368 14,499

    TY 2018 OtherDecreasesSchedule
    Name:
    SUGAR CREEK FOUNDATION
    EIN:
    82-3427926
    Description Amount
    INCOME ADJ 480
    COST ADJ 117


    TY 2018 OtherExpensesSchedule
    Name:
    SUGAR CREEK FOUNDATION
    EIN:
    82-3427926
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 399 399   0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    SUGAR CREEK FOUNDATION
    EIN:
    82-3427926
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 15,633 9,380   6,253


    TY 2018 TaxesSchedule
    Name:
    SUGAR CREEK FOUNDATION
    EIN:
    82-3427926
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,214 1,214   0
    EXCISE TAX ESTIMATES 77,000 0   0
    FOREIGN TAXES ON NONQUALIFIED 5 5   0