TY 2018 IRS 990 e-File Render
Name:
SOUTH MOUNTAIN ASSOCIATION
EIN:
04-6049419
Software ID:
18007218
Software Version:
2018v3.1
Name of Stock End of Year Book Value End of Year Fair Market Value
1,800 ADAMS DIVERSIFIED EQUITY FUND 18,062 22,716
1,000 AGILENT TECH, INC 11,771 67,460
1,800 BANK OF NEW YORK MELLON FINANCIAL 16,786 84,726
2,650 AT&T 22,580 75,631
500 BP PLC 21,678 18,960
2,000 BRISTOL MYERS SQUIBB 27,064 103,960
1,000 WALT DISNEY COMPANY 33,855 109,650
600 DOW/DUPONT 13,519 41,126
1,200 EXXON MOBIL 18,522 81,828
1000 GENERAL ELECTRIC 22,314 7,570
4,000 HEWLETT PACKARD ENTERPRISE 5,647 52,840
1,000 HONEYWELL INTERNATIONAL 40,861 132,120
1,600 IBM 60,983 181,872
2,000 ISHARES DOW JONES SELECT 82,706 178,620
3,000 JOHNSON & JOHNSON 90,222 387,150
750 MERCK & CO 39,521 57,308
800 NOKIA CORP 16,692 4,656
1,000 NORDSTROM 19,380 46,610
3,000 PFIZER 53,205 130,950
2,000 PROCTER & GAMBLE 115,742 183,840
2,000 RPM INTERNATIONAL 34,504 117,560
4,000 VERIZON 109,495 224,880
4,049 WALGREEN COMPANY 18,699 276,668
2,000 WILLIAMS SONOMA 27,108 100,900
500 ZIMMER HOLDINGS 36,287 51,860
750 XEROX CORP 23,641 14,820
750 PHILLIPS 66 16,610 64,613
2,000 INTEL 50,194 93,860
600 ISHARES CSJ 600 69,935 68,165
500 KEYSIGHTS TECHNOLOGY INC 4,489 31,040
120 CHEMOURS 724 3,386
4,000 HP 8,610 81,840
40 ADVANASIX, INC. 226 974
500 CISCO SYSTEMS 16,211 21,665
600 CONDUENT, INC 9,415 6,378
343 DXC TECH CO 2,088 18,237
300 EATON CORP 23,535 20,598
INVESCO TRUST 20,988 16,944
549 MICRO FOCUS 16,108 9,448
100 GARRETT MOTION INC 458 1,234
171 PERSPECTA INC 309 2,945
166 RESIDEO TECHNOLOGIES 1,223 3,411