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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
LEOLA W AND CHARLES H HUGG TRUST XXXXX8007
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

74-1907673
B Telephone number (see instructions)

(800) 496-2583
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$9,511,622J 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... 235,309 234,912  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 383,022
b Gross sales price for all assets on line 6a 3,223,114
7 Capital gain net income (from Part IV, line 2)... 383,022
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 133,938 132,164  
12 Total. Add lines 1 through 11........ 752,269 750,098  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 86,105 55,720   30,385
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 8,801 8,801   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,385 3,817   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 21,222 6,768   14,454
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 128,513 75,106 0 44,839
25 Contributions, gifts, grants paid....... 402,825 402,825
26 Total expenses and disbursements. Add lines 24 and 25 531,338 75,106 0 447,664
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 220,931
b Net investment income (if negative, enter -0-) 674,992
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 103,842 94,670 94,670
2 Savings and temporary cash investments......... 106,130 138,534 138,534
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)....... 4,104,023 Click to see attachment4,051,438 5,327,804
c Investments—corporate bonds (attach schedule)....... 2,827,184 Click to see attachment3,092,441 3,181,575
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 399,899 Click to see attachment393,257 392,843
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2 Click to see attachment2 Click to see attachment376,196
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,541,080 7,770,342 9,511,622
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 7,541,080 7,770,342
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,541,080 7,770,342
30 Total liabilities and net assets/fund balances (see instructions). 7,541,080 7,770,342
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,541,080
2
Enter amount from Part I, line 27a .....................
2
220,931
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
20,280
4
Add lines 1, 2, and 3 ..........................
4
7,782,291
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
11,949
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,770,342
Form 990-PF (2019)
Form 990-PF (2019)
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 10. DOLLAR GENERAL CORP   2015-05-19 2019-01-14
b 10. DOLLAR GENERAL CORP   2015-05-19 2019-01-16
c 30. DOLLAR GENERAL CORP   2015-05-19 2019-01-18
d 30. DOLLAR GENERAL CORP   2015-05-19 2019-01-22
e 4. GILEAD SCIENCES INC   2015-01-08 2019-01-23
1. GILEAD SCIENCES INC   2015-01-08 2019-01-23
1. GILEAD SCIENCES INC   2015-01-08 2019-01-23
2. MASTERCARD INC - CLASS A   2012-10-15 2019-01-23
5. WORLDPAY INC CL A   2018-10-08 2019-01-23
1. WORLDPAY INC CL A   2018-10-08 2019-01-23
6. GILEAD SCIENCES INC     2019-01-24
1. MASTERCARD INC - CLASS A   2009-05-05 2019-01-24
4. MASTERCARD INC - CLASS A   2009-05-05 2019-01-24
9. WORLDPAY INC CL A   2018-10-08 2019-01-24
2. GILEAD SCIENCES INC   2016-02-10 2019-01-25
1. GILEAD SCIENCES INC   2016-02-10 2019-01-25
6. MASTERCARD INC - CLASS A   2009-05-05 2019-01-25
10. WORLDPAY INC CL A   2017-09-22 2019-01-25
1. GILEAD SCIENCES INC   2016-02-10 2019-01-28
2. GILEAD SCIENCES INC   2016-02-10 2019-01-28
5. WORLDPAY INC CL A   2017-09-22 2019-01-28
1. GILEAD SCIENCES INC   2016-02-10 2019-01-29
1. GILEAD SCIENCES INC   2016-02-10 2019-01-29
1. WORLDPAY INC CL A   2017-09-22 2019-01-29
1. GILEAD SCIENCES INC   2016-02-10 2019-01-30
9. WORLDPAY INC CL A   2017-09-22 2019-01-30
1. GILEAD SCIENCES INC   2016-02-10 2019-01-31
2. GILEAD SCIENCES INC     2019-02-01
13934.621 DODGE & COX INCOME FUND     2019-02-08
8989.366 JPM MULTI SECTOR INC FD - R6     2019-02-08
1518.219 MTRPLTN WST TTL RTRN BND-PLN   2013-08-08 2019-02-08
18262.586 PIMCO INVESTMENT GRADE CORPORATE BOND FUND     2019-02-08
3000. VANGUARD BD INDEX FD INC   2018-12-12 2019-02-08
20. ORACLE CORP     2019-02-12
40. ORACLE CORP     2019-02-13
9735.525 AMG MG PICTET INTL-Z   2016-01-29 2019-02-14
5868.222 MFS EMERG MRKTS DEBT-R5   2016-07-14 2019-02-14
6. ANALOG DEVICES INC   2018-09-13 2019-02-19
3. ANALOG DEVICES INC   2018-09-13 2019-02-19
8. ANALOG DEVICES INC   2018-09-13 2019-02-19
12. ANALOG DEVICES INC     2019-02-19
9. ANALOG DEVICES INC     2019-02-19
3. ANALOG DEVICES INC     2019-02-19
10. ANALOG DEVICES INC     2019-02-20
65. TWENTY-FIRST CENTURY FOX - B NON-TRADEABLE ASSET     2019-02-21
625. TWENTY-FIRST CENTURY FOX - B NON-TRADEABLE ASSET     2019-02-21
7351.899 AMG MG PICTET INTL-Z   2016-01-29 2019-03-08
2527. JPMORGAN BETABUILDERS JAPAN ETF     2019-03-08
12005.684 BLCKRCK HI YLD BND PORT-K   2016-02-23 2019-03-11
4. BIOGEN IDEC INC   2018-10-08 2019-03-14
4. BIOGEN IDEC INC   2010-06-17 2019-03-14
82. BRISTOL MYERS SQUIBB CO     2019-03-14
18. DISNEY WALT CO     2019-03-14
. BANK OF AMERICA CORPORATION     2019-03-20
65. TWENTY-FIRST CENTURY FOX - B NON-TRADEABLE ASSET     2019-03-20
625. TWENTY-FIRST CENTURY FOX - B NON-TRADEABLE ASSET     2019-03-20
. DISNEY WALT CO     2019-03-25
.35 DISNEY WALT CO   2018-09-25 2019-03-27
3.65 DISNEY WALT CO   2016-02-10 2019-03-27
365. BANK OF NEW YORK MELLON CORP   2012-08-17 2019-03-29
165. BERKSHIRE HATHAWAY INC DEL CL B   2012-08-17 2019-03-29
810. CENTURYTEL INC     2019-03-29
315. CERNER CORP     2019-03-29
40. CERNER CORP   2019-03-13 2019-03-29
220. DOLLAR GENERAL CORP     2019-03-29
235. DOLLAR TREE INC     2019-03-29
660. EBAY INC     2019-03-29
250. EXPEDITORS INTL WASH INC     2019-03-29
220. FOX CORP - CLASS A     2019-03-29
229. FOX CORP- CLASS B   2019-03-19 2019-03-29
225. FRANKLIN RES INC     2019-03-29
190. HONEYWELL INTL INC     2019-03-29
240. J P MORGAN CHASE & CO     2019-03-29
665. MASCO CORP     2019-03-29
245. NESTLE S A SPONSORED ADR REPSTG REG     2019-03-29
340. NUTRIEN LTD     2019-03-29
235. OMNICOM GROUP     2019-03-29
295. ORACLE CORP     2019-03-29
140. PPG INDS INC     2019-03-29
215. PACCAR INC     2019-03-29
185. PEPSICO INC     2019-03-29
195. QUEST DIAGNOSTICS INC     2019-03-29
30. QUEST DIAGNOSTICS INC     2019-03-29
95. SCHLUMBERGER LTD   2018-12-19 2019-03-29
295. SCHLUMBERGER LTD     2019-03-29
225. SMITH & NEPHEW PLC SPONS ADR NEW     2019-03-29
225. SMITH & NEPHEW PLC SPONS ADR NEW     2019-03-29
140. STANLEY BLACK & DECKER,INC.     2019-03-29
390. TJX COS INC NEW     2019-03-29
250. UNILEVER PLC     2019-03-29
130. UNILEVER PLC     2019-03-29
120. UNITEDHEALTH GROUP INC     2019-03-29
140. ACCENTURE PLC   2012-08-17 2019-03-29
135. CHUBB LTD     2019-03-29
45. TE CONNECTIVITY LTD     2019-03-29
135. TE CONNECTIVITY LTD     2019-03-29
4084.386 DODGE & INTERNATIONAL STOCK FUND     2019-04-05
4945.196 MFS INTL INTRINSIC VALUE-R6     2019-04-05
3.947 DOW INC   2018-04-09 2019-04-08
11.053 DOW INC     2019-04-08
2. DOW INC     2019-04-08
1. DOW INC     2019-04-08
20. DOW INC     2019-04-08
10. DOW INC     2019-04-08
2. DOW INC   2015-07-15 2019-04-09
. DOW INC     2019-04-23
15. OCCIDENTAL PETE CORP     2019-04-25
20. OCCIDENTAL PETE CORP     2019-04-25
35. OCCIDENTAL PETE CORP     2019-04-25
8. OCCIDENTAL PETE CORP   2007-01-12 2019-05-01
2. OCCIDENTAL PETE CORP   2007-01-12 2019-05-01
5. REGENERON PHARMACEUTICALS INC     2019-05-01
1. REGENERON PHARMACEUTICALS INC   2019-01-23 2019-05-01
22. OCCIDENTAL PETE CORP   2007-01-12 2019-05-02
2. OCCIDENTAL PETE CORP   2007-01-12 2019-05-02
1. OCCIDENTAL PETE CORP   2007-01-12 2019-05-02
4. OCCIDENTAL PETE CORP   2007-01-12 2019-05-02
2. OCCIDENTAL PETE CORP   2007-01-12 2019-05-02
3. OCCIDENTAL PETE CORP   2007-01-12 2019-05-03
8. OCCIDENTAL PETE CORP   2007-01-12 2019-05-03
1. PRUDENTIAL FINL INC   2018-12-21 2019-05-14
17. PRUDENTIAL FINL INC     2019-05-14
8. PRUDENTIAL FINL INC   2018-12-21 2019-05-14
3. PRUDENTIAL FINL INC   2018-12-21 2019-05-14
4. PRUDENTIAL FINL INC   2018-12-21 2019-05-14
25. SCHWAB CHARLES CORP NEW     2019-05-15
22. SCHWAB CHARLES CORP NEW     2019-05-16
6. SCHWAB CHARLES CORP NEW     2019-05-16
14. SCHWAB CHARLES CORP NEW     2019-05-16
20. MEDTRONIC PLC     2019-05-16
15. MEDTRONIC PLC     2019-05-16
2. MEDTRONIC PLC   2018-07-18 2019-05-16
7. MEDTRONIC PLC   2018-04-09 2019-05-17
11. MEDTRONIC PLC     2019-05-17
6. PARKER HANNIFIN CORP   2018-01-11 2019-05-20
6. PARKER HANNIFIN CORP   2018-01-11 2019-05-20
2. PARKER HANNIFIN CORP   2018-01-11 2019-05-20
23. DELTA AIR LINES INC DEL NEW   2017-12-13 2019-06-05
8. DELTA AIR LINES INC DEL NEW     2019-06-05
28. PHILIP MORRIS INTERNATIONAL   2017-04-24 2019-06-05
7. DELTA AIR LINES INC DEL NEW   2017-12-13 2019-06-06
8. DELTA AIR LINES INC DEL NEW   2017-12-13 2019-06-06
2. DELTA AIR LINES INC DEL NEW   2017-12-13 2019-06-06
1. DELTA AIR LINES INC DEL NEW   2017-12-13 2019-06-07
1. DELTA AIR LINES INC DEL NEW   2017-12-13 2019-06-07
1. DELTA AIR LINES INC DEL NEW   2017-12-13 2019-06-07
1. DELTA AIR LINES INC DEL NEW   2017-12-13 2019-06-07
1. DELTA AIR LINES INC DEL NEW   2017-12-13 2019-06-07
68. BANK OF AMERICA CORPORATION     2019-06-10
15. DOLLAR TREE INC     2019-06-10
54. WELLS FARGO & CO NEW     2019-06-10
17. DOLLAR TREE INC     2019-06-11
4. DOLLAR TREE INC   2018-12-17 2019-06-11
5. DOLLAR TREE INC   2018-12-17 2019-06-11
. CORTEVA INC     2019-06-13
. DUPONT DE NEMOURS INC-WI     2019-06-13
13482.28 WELLS FARGO CORE BOND-R6     2019-06-17
7621.774 BOSTON PART GL LG/SH EQ-INST   2018-11-26 2019-06-18
5. ADOBE SYS INC   2012-08-03 2019-06-27
. AMGEN INC     2019-07-17
5. SVB FINANCIAL GROUP     2019-08-14
3. SVB FINANCIAL GROUP   2015-02-05 2019-08-14
8. APTIV PLC     2019-08-14
4. APTIV PLC     2019-08-14
11. APTIV PLC     2019-08-14
6. SVB FINANCIAL GROUP   2015-02-05 2019-08-15
21. APTIV PLC     2019-08-15
1. FOX CORP- CLASS B   2019-03-19 2019-08-20
1425. ISHARES MISCI EAFE INDEX FUND     2019-08-27
1600. ISHARES TR BARCLAYS MBS BD FD   2019-02-08 2019-09-19
2212. VANGUARD BD INDEX FD INC   2019-03-11 2019-09-19
27. DISNEY WALT CO     2019-10-25
7. ACCENTURE PLC     2019-10-25
9. ACCENTURE PLC     2019-10-28
17. NISOURCE INC     2019-11-11
22. NISOURCE INC     2019-11-11
18. NISOURCE INC     2019-11-12
45. NISOURCE INC     2019-11-12
4. NISOURCE INC   2013-02-26 2019-11-12
4. NISOURCE INC   2013-02-26 2019-11-13
486.855 CRM LNG/SHRT OPPORT-INST   2016-12-08 2019-11-20
6619.594 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070     2019-11-20
50. SCHWAB U.S. TIPS ETF   2018-10-01 2019-11-20
538. VANGUARD BD INDEX FD INC   2019-03-11 2019-11-20
28. CELGENE CORP.     2019-11-21
76. CELGENE CORP.     2019-11-21
40. RTS BRISTOL-MYERS SQUIBB-CVR   2019-11-21 2019-11-25
4. RTS BRISTOL-MYERS SQUIBB-CVR   2019-11-21 2019-11-25
2. RTS BRISTOL-MYERS SQUIBB-CVR   2019-11-21 2019-11-25
9313.155 EV GLBL MACR ABS RTRN-R6   2018-11-13 2019-11-25
50. RTS BRISTOL-MYERS SQUIBB-CVR   2019-11-21 2019-11-26
8. RTS BRISTOL-MYERS SQUIBB-CVR   2019-11-21 2019-11-27
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,140   740 400
b 1,121   740 381
c 3,396   2,221 1,175
d 3,380   2,221 1,159
e 273   406 -133
68   102 -34
68   102 -34
397   95 302
412   485 -73
83   97 -14
407   572 -165
200   18 182
796   73 723
740   873 -133
138   178 -40
69   89 -20
1,216   110 1,106
829   836 -7
68   89 -21
136   178 -42
416   418 -2
69   89 -20
69   89 -20
82   84 -2
69   89 -20
752   752  
70   89 -19
140   177 -37
187,978   190,757 -2,779
86,837   89,391 -2,554
15,000   15,153 -153
185,000   185,499 -499
236,668   234,364 2,304
1,024   983 41
2,053   1,909 144
84,407   86,474 -2,067
83,329   88,141 -4,812
628   553 75
313   276 37
840   737 103
1,252   766 486
939   828 111
315   191 124
1,059   633 426
872   768 104
8,380   4,492 3,888
65,211   65,302 -91
55,866   59,679 -3,813
89,803   83,079 6,724
1,281   1,369 -88
1,281   180 1,101
4,034   3,397 637
2,058   1,915 143
37     37
2,427   2,110 317
23,333   12,176 11,157
4     4
39   42 -3
402   400 2
18,412   8,302 10,110
33,022   14,130 18,892
9,676   16,092 -6,416
17,969   16,534 1,435
2,282   2,305 -23
26,246   16,035 10,211
24,541   21,327 3,214
24,462   15,814 8,648
18,949   9,459 9,490
8,011   8,853 -842
8,151   9,212 -1,061
7,460   7,294 166
30,147   18,010 12,137
24,246   15,669 8,577
26,033   23,625 2,408
23,320   16,245 7,075
17,861   25,105 -7,244
17,116   16,407 709
15,809   11,629 4,180
15,750   14,465 1,285
14,670   8,653 6,017
22,599   18,707 3,892
17,496   19,403 -1,907
2,692   3,179 -487
4,130   3,620 510
12,825   21,498 -8,673
9,027   8,403 624
9,027   8,351 676
19,061   13,718 5,343
20,696   13,438 7,258
14,393   9,924 4,469
7,484   7,137 347
29,472   8,570 20,902
24,556   8,569 15,987
18,845   18,249 596
3,625   3,732 -107
10,874   4,622 6,252
171,177   85,237 85,940
211,308   151,158 60,150
225   258 -33
631   716 -85
114   128 -14
57   64 -7
1,145   1,191 -46
573   540 33
114   107 7
38     38
932   1,166 -234
1,242   1,417 -175
2,173   1,930 243
461   335 126
116   84 32
1,705   2,080 -375
340   400 -60
1,262   921 341
115   84 31
57   42 15
230   167 63
115   84 31
174   126 48
465   335 130
98   80 18
1,673   1,355 318
791   637 154
293   239 54
396   319 77
1,070   726 344
959   611 348
261   161 100
608   375 233
1,763   1,761 2
1,325   1,189 136
177   176 1
616   553 63
972   856 116
979   1,249 -270
979   1,249 -270
326   416 -90
1,263   1,232 31
440   428 12
2,162   3,143 -981
384   374 10
436   427 9
109   107 2
55   53 2
55   53 2
55   53 2
56   53 3
55   53 2
1,918   2,003 -85
1,557   1,386 171
2,506   800 1,706
1,813   1,557 256
427   346 81
533   432 101
9     9
25     25
175,000   172,116 2,884
81,858   85,059 -3,201
1,469   160 1,309
46     46
954   625 329
570   361 209
636   697 -61
321   348 -27
878   908 -30
1,120   721 399
1,665   1,487 178
34   40 -6
88,941   90,908 -1,967
172,741   168,315 4,426
178,135   174,827 3,308
3,546   2,754 792
1,282   602 680
1,654   721 933
446   326 120
574   298 276
469   195 274
1,171   437 734
104   39 65
105   39 66
5,000   4,859 141
150,000   116,498 33,502
2,843   2,688 155
43,451   42,521 930
3,025   1,311 1,714
8,210   7,110 1,100
84   92 -8
8   9 -1
4   5 -1
82,049   80,000 2,049
106   115 -9
17   18 -1
      22,476
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       400
b       381
c       1,175
d       1,159
e       -133
      -34
      -34
      302
      -73
      -14
      -165
      182
      723
      -133
      -40
      -20
      1,106
      -7
      -21
      -42
      -2
      -20
      -20
      -2
      -20
       
      -19
      -37
      -2,779
      -2,554
      -153
      -499
      2,304
      41
      144
      -2,067
      -4,812
      75
      37
      103
      486
      111
      124
      426
      104
      3,888
      -91
      -3,813
      6,724
      -88
      1,101
      637
      143
      37
      317
      11,157
      4
      -3
      2
      10,110
      18,892
      -6,416
      1,435
      -23
      10,211
      3,214
      8,648
      9,490
      -842
      -1,061
      166
      12,137
      8,577
      2,408
      7,075
      -7,244
      709
      4,180
      1,285
      6,017
      3,892
      -1,907
      -487
      510
      -8,673
      624
      676
      5,343
      7,258
      4,469
      347
      20,902
      15,987
      596
      -107
      6,252
      85,940
      60,150
      -33
      -85
      -14
      -7
      -46
      33
      7
      38
      -234
      -175
      243
      126
      32
      -375
      -60
      341
      31
      15
      63
      31
      48
      130
      18
      318
      154
      54
      77
      344
      348
      100
      233
      2
      136
      1
      63
      116
      -270
      -270
      -90
      31
      12
      -981
      10
      9
      2
      2
      2
      2
      3
      2
      -85
      171
      1,706
      256
      81
      101
      9
      25
      2,884
      -3,201
      1,309
      46
      329
      209
      -61
      -27
      -30
      399
      178
      -6
      -1,967
      4,426
      3,308
      792
      680
      933
      120
      276
      274
      734
      65
      66
      141
      33,502
      155
      930
      1,714
      1,100
      -8
      -1
      -1
      2,049
      -9
      -1
       
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 2 383,022
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))
2018 420,164 9,003,921 0.046665
2017 398,012 8,966,190 0.04439
2016 398,523 9,180,798 0.043408
2015 416,327 9,592,239 0.043402
2014 384,287 8,713,062 0.044105
2
Total of line 1, column (d) .....................
2
0.22197
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
0.044394
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
9,025,519
5
Multiply line 4 by line 3......................
5
400,679
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,750
7
Add lines 5 and 6........................
7
407,429
8
Enter qualifying distributions from Part XII, line 4,.............
8
447,664
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 (2019)
Form 990-PF (2019)
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 6,750
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 6,750
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 6,750
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 12,876
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 12,876
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 6,126
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet6,126 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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 ofbulletJP MORGAN CHASE BANK NA Telephone no.bullet (800) 496-2583

    Located atbullet10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4bullet60603
    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 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
     
    No
    .........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
    JP MORGAN CHASE BANK NA TRUSTEE
    2     		86,105    
    10 S DEARBORN ST MC IL 1-0111
    Chicago,IL60603
    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 (2019)
    Form 990-PF (2019)
    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 (2019)
    Form 990-PF (2019)
    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
    8,574,343
    b
    Average of monthly cash balances.......................
    1b
    212,424
    c
    Fair market value of all other assets (see instructions)................
    1c
    376,196
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,162,963
    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
    9,162,963
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    137,444
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,025,519
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    451,276
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    451,276
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    6,750
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,750
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    444,526
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    7,950
    5
    Add lines 3 and 4............................
    5
    452,476
    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
    452,476
    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
    447,664
    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
    447,664
    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
    6,750
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    440,914
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 452,476
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 407,616
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 0
    b From 2015...... 0
    c From 2016...... 0
    d From 2017...... 0
    e From 2018...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 447,664
    a Applied to 2018, but not more than line 2a 407,616
    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 2019 distributable amount..... 40,048
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		412,428
    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 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015.... 0
    b Excess from 2016.... 0
    c Excess from 2017.... 0
    d Excess from 2018.... 0
    e Excess from 2019.... 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    JILL GREEN
    TEXAS STATE UNIVERSITY
    601 UNIVERSITY DR
    SAN MARCOS,TX78666     		NONE I SCHOLARSHIP 2,250
    JULIE NEMEC
    TEXAS STATE UNIVERSITY
    601 UNIVERSITY DR
    SAN MARCOS,TX78666     		NONE I SCHOLARSHIP 1,100
    COLTON MAREK
    TEXAS STATE UNIVERSITY
    601 UNIVERSITY DR
    SAN MARCOS,TX78666     		NONE I SCHOLARSHIP 1,350
    VICTORIA VOORHIS
    AUSTIN COMMUNITY COLLEGE
    5930 MIDDLE FISKVILLE RD
    AUSTIN,TX78752     		NONE I SCHOLARSHIP 1,025
    LAUREN FERRARO
    ABILENE CHRISTIAN UNIVERSITY
    ACU BOX 29130
    ABILENE,TX79699     		NONE I SCHOLARSHIP 2,250
    KAYLEE WIGINTON
    ABILENE CHRISTIAN UNIVERSITY
    ACU BOX 29130
    ABILENE,TX79699     		NONE I SCHOLARSHIP 1,125
    EMILY KRUEGER
    ABILENE CHRISTIAN UNIVERSITY
    ACU BOX 29130
    ABILENE,TX79699     		NONE I SCHOLARSHIP 2,250
    PIPER GOFORTH
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,100
    KEN LUGO
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 2,250
    DEVRIE DUNCAN
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,050
    DAYTON VOLEK
    BAYLOR UNIVERSITY
    1 BEAR PL UNIT 97042
    WACO,TX76798     		NONE I SCHOLARSHIP 2,250
    BRADLEY GRAHAM
    BAYLOR UNIVERSITY
    1 BEAR PL UNIT 97042
    WACO,TX76798     		NONE I SCHOLARSHIP 2,250
    ABBY HOWARD
    UNIVERSITY OF NORTH TEXAS
    1155 UNION CIR 311220
    DENTON,TX76203     		NONE I SCHOLARSHIP 1,125
    ABIGAIL CERVENKA
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,OK78713     		NONE I SCHOLARSHIP 1,850
    ABIGAIL LUNA
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    ABRIANA MARTINEZ
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 1,100
    ADRIANA IXBA
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 1,350
    ALEXANDRA BLOUNT
    TEXAS WOMAN'S UNIVERSITY
    PO BOX 425739
    DENTON,TX76204     		NONE I SCHOLARSHIP 2,100
    ALICIA LENCI
    UNIVERSITY OF MICHIGAN
    2727 ALLIANCE DR
    LANSING,MI48910     		NONE I SCHOLARSHIP 2,250
    AMON BARNES
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    ANGELICA ROJAS
    UNIVERSITY OF NORTH TEXAS
    1155 UNION CIR 311220
    DENTON,TX76203     		NONE I SCHOLARSHIP 2,100
    ANNIE NGUYEN
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 1,850
    ASHA BARNES
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    BIANCA RITTER
    UNIVERSITY OF ST ANDREWS
    UNIVERSITY OF ST ANDREWS
    HAMPSTEAD,NH03841     		NONE I SCHOLARSHIP 2,250
    BRIANNA LUNDIN
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,850
    BRYCE BECKSTROM
    UNIVERSITY OF TEXAS - DALLAS
    800 W CAMPBELL RD
    RICHARDSON,TX75080     		NONE I SCHOLARSHIP 2,250
    BRYNN STOKES
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    CAILYN STEWART
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    CAROLINE KEEFER
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,350
    CASSANDRA BIGON
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    CASSIDY TATROW
    TARLETON STATE UNIVERSITY
    PO BOX T-0950
    STEPHENVILLE,TX76402     		NONE I SCHOLARSHIP 2,250
    CHLOE IHONVBERE
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    CODY ULLESTAD
    COLORADO SCHOOL OF MINES
    1500 ILLINOIS ST
    GOLDEN,CO80401     		NONE I SCHOLARSHIP 1,125
    DANIEL WILLIAMSON
    VANDERBILT UNIVERSITY
    2305 WEST END AVE
    NASHVILLE,TN37203     		NONE I SCHOLARSHIP 2,250
    DESTINY ELIZONDO
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    DEVON BLAKENEY
    CONCORDIA UNIVERSITY TEXAS
    11400 CONCORDIA DRIVE
    AUSTIN,TX78705     		NONE I SCHOLARSHIP 2,250
    EDWARD SANCHEZ
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 2,250
    ELIZABETH MIGET
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 1,850
    EMILY FERNANDEZ
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    EMILY TEJML
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,250
    EMILY ZHAO
    UNIVERSITY OF PENNSYLVANIA
    34TH AND SPRUCE STREET
    PHILADELPHIA,PA191046303     		NONE I SCHOLARSHIP 2,250
    ERICA GUTHAN
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 1,350
    GINA LILES
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,100
    HANNAH VILLARREAL
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,100
    HEATHER NORMAN
    UNIVERSITY OF TEXAS - AUSTIN
    110 INNER CAMPUS DRIVE
    AUSTIN,TX78712     		NONE I SCHOLARSHIP 3,275
    HELEN TRAN
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 1,850
    JACOB HAMILTON
    LOYOLA UNIVERSITY CHICAGO
    820 N MICHIGAN AVENUE
    CHICAGO,IL60611     		NONE I SCHOLARSHIP 2,250
    JENNA PARRISH
    TARLETON STATE UNIVERSITY
    PO BOX T-0950
    STEPHENVILLE,TX76402     		NONE I SCHOLARSHIP 1,100
    JESSE HOHMAN
    LOUISIANA TECH UNIVERSITY
    PO BOX 3183
    RUSTON,LA71272     		NONE I SCHOLARSHIP 1,850
    JESSIKA TRUAX
    MCLENNAN COMMUNITY COLLEGE
    1400 COLLEGE DR
    WASCO,TX76708     		NONE I SCHOLARSHIP 1,850
    JOSETTE JOHNSON
    TEXAS CHRISTIAN UNIVERSITY
    TCU BOX 297044
    FORT WORTH,TX76129     		NONE I SCHOLARSHIP 2,250
    JULIA MORALES
    TEXAS CHRISTIAN UNIVERSITY
    TCU BOX 297044
    FORT WORTH,TX76129     		NONE I SCHOLARSHIP 2,250
    JULIE HILL
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 2,250
    KADIJATA BALDE
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    KAREN RATIVA
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    KARI DARR
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    KATIE PITCHFORD
    TEXAS CHRISTIAN UNIVERSITY
    TCU BOX 297044
    FORT WORTH,TX76129     		NONE I SCHOLARSHIP 2,250
    KELTON HOOKER
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 2,475
    KENNETH KRUSE
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,350
    KYGE POLING
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,100
    KYLA WEATHERS
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,850
    KYLE HUPPEE
    HARDIN SIMMONS UNIVERSITY
    2200 HICKORY STREET HSU
    ABILENE,TX79698     		NONE I SCHOLARSHIP 2,250
    KYLE PARRISH
    BLINN COLLEGE
    902 COLLEGE AVE
    BRENHAM,TX77833     		NONE I SCHOLARSHIP 1,100
    KYUNGSEOK JUNG
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    LAURA RATIVA
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    LEXIE PARRISH
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,850
    MADELYN DAY
    DALLAS BAPTIST UNIVERSITY
    3000 MOUNTAIN CREEK PKWY
    DALLAS,TX75211     		NONE I SCHOLARSHIP 2,250
    MALIYAH GASLIN
    UNIVERSITY OF HOUSTON
    4543 POST OAK PLACE DR STE 250
    HOUSTON,TX77027     		NONE I SCHOLARSHIP 1,850
    MARISSA RODRIGUEZ
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    MATVEY LUBAEV
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    MAYDELIN MOYA FERNANDEZ
    LEHIGH UNIVERSITY
    524 BRODHEAD AVENUE
    BETHLEHEM,PA18015     		NONE I SCHOLARSHIP 2,250
    MAYLIN SANCHEZ
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    MEGAN SALMON
    MIDDLEBURY COLLEGE
    131 S MAIN ST
    MIDDLEBURY,VT05753     		NONE I SCHOLARSHIP 2,250
    MICHAELA DE LA HOUSSAYE
    TEXAS TECH UNIVERSITY
    PO BOX 41081
    LUBBOCK,TX79409     		NONE I SCHOLARSHIP 1,350
    NICOLE KELLY
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    NOAH NIX
    UNIVERSITY OF MISSISSIPPI
    406 UNIVERSITY AVE
    OXFORD,MS38655     		NONE I SCHOLARSHIP 2,100
    PREETHI KEERTHIPATI
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,250
    RAFAEL RENTERIA
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 1,050
    REBECCA KIRBY
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 2,100
    REBEKAH SCHWAB
    TRINITY UNIVERSITY
    ONE TRINITY PLACE
    SAN ANTONIO,TX78212     		NONE I SCHOLARSHIP 2,250
    SAVANNAH BOWMAN
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 2,250
    SHAUHIN AHMADIAN
    UNIVERSITY OF TEXAS - ARLINGTON
    PO BOX 1043
    ARLINGTON,TX76004     		NONE I SCHOLARSHIP 1,850
    STEFAN DEBRUYN
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX787137458     		NONE I SCHOLARSHIP 2,100
    STEPHANIE GUTIERREZ
    CONCORDIA UNIVERSITY TEXAS
    11400 CONCORDIA DRIVE
    AUSTIN,TX78705     		NONE I SCHOLARSHIP 2,250
    THOAI NGUYEN
    UNIVERSITY OF TEXAS - DALLAS
    800 W CAMPBELL RD
    RICHARDSON,TX75080     		NONE I SCHOLARSHIP 2,250
    TOBY SELLERS
    COLORADO SCHOOL OF MINES
    1500 ILLINOIS ST
    GOLDEN,CO80401     		NONE I SCHOLARSHIP 2,250
    WYATT MESSEX
    TRINITY UNIVERSITY
    ONE TRINITY PLACE
    SAN ANTONIO,TX78212     		NONE I SCHOLARSHIP 2,250
    YASMINE GUTIERREZ
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 2,250
    ZANE RITTER
    TEXAS A&M UNIVERSITY
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840     		NONE I SCHOLARSHIP 675
    GENESIS MYERS
    LOUISIANA STATE UNIVERSITY
    156 THOMAS BOYD HALL
    BATON ROUGE,LA70803     		NONE I SCHOLARSHIP 2,250
    ALEXANDRA MITCHELL
    RELATIVITY STUDIO SCHOOL
    450 S BIXEL ST
    LOS ANGELES,CA90017     		NONE I SCHOLARSHIP 2,250
    JAMES LANDERS
    SOUTHWESTERN ASSEMBLIES OF GOD UNIV
    1200 SYCAMORE ST
    WAXAHACHIE,TX75165     		NONE I SCHOLARSHIP 2,100
    LORENA REYES
    TEXAS A&M UNIVERSITY CORPUS CHRISTI
    6300 OCEAN DR UNIT 5741
    CORPUS CHRISTI,TX78412     		NONE I SCHOLARSHIP 2,250
    LANCE KLUSSMANN
    EMBRY-RIDDLE AERONAUTICAL UNIVERSITY
    600 S CLYDE MORRIS BLVD
    DAYTONA BEACH,FL32114     		NONE I SCHOLARSHIP 2,250
    SHAYLEIGH HAAS
    UNIVERSITY OF MARY HARDIN-BAYLOR
    900 COLLEGE STREET BOX 8003
    BELTON,TX76513     		NONE I SCHOLARSHIP 2,100
    MEGAN CAMACHO
    UNIVERSITY OF MARY HARDIN-BAYLOR
    900 COLLEGE STREET BOX 8003
    BELTON,TX76513     		NONE I SCHOLARSHIP 1,125
    MADALYNN WOELFEL
    UNIVERSITY OF MARY HARDIN-BAYLOR
    900 COLLEGE STREET BOX 8003
    BELTON,TX76513     		NONE I SCHOLARSHIP 2,250
    AUSTIN CARRILLO
    UNIVERSITY OF TEXAS - SAN ANTONIO
    ONE UTSA CIRCLE
    SAN ANTONIO,TX78249     		NONE I SCHOLARSHIP 2,250
    JOEL ESCOBAR
    UNIVERSITY OF TEXAS - SAN ANTONIO
    ONE UTSA CIRCLE
    SAN ANTONIO,TX78249     		NONE I SCHOLARSHIP 1,125
    KARINA GALVEZ
    UNIVERSITY OF TEXAS - SAN ANTONIO
    ONE UTSA CIRCLE
    SAN ANTONIO,TX78249     		NONE I SCHOLARSHIP 2,250
    CHANDNI NAIK
    UNIVERSITY OF TEXAS - SAN ANTONIO
    ONE UTSA CIRCLE
    SAN ANTONIO,TX78249     		NONE I SCHOLARSHIP 2,250
    ALEXANDER IHONVBERE
    UNIVERSITY OF TEXAS - SAN ANTONIO
    ONE UTSA CIRCLE
    SAN ANTONIO,TX78249     		NONE I SCHOLARSHIP 2,250
    CYNTHIA NDUKWE
    UNIVERSITY OF TEXAS - SAN ANTONIO
    ONE UTSA CIRCLE
    SAN ANTONIO,TX78249     		NONE I SCHOLARSHIP 2,250
    TYLER WIGINTON
    UNIVERSITY OF TEXAS - ARLINGTON
    PO BOX 1043
    ARLINGTON,TX76004     		NONE I SCHOLARSHIP 2,100
    DESTINEE WILLIAMS
    STEPHEN F AUSTIN STATE UNIVERSITY
    PO BOX 6092
    NACOGDOCHES,TX75962     		NONE I SCHOLARSHIP 2,100
    LUKE WILLIAMSON
    AMHERST COLLEGE
    PO BOX 5000
    AMHERST,MA01002     		NONE I SCHOLARSHIP 2,250
    SERENA ELLIOTT
    AUSTIN COMMUNITY COLLEGE
    5930 MIDDLE FISKVILLE RD
    AUSTIN,TX78752     		NONE I SCHOLARSHIP 2,250
    MADELYN MORIN
    AUSTIN COMMUNITY COLLEGE
    5930 MIDDLE FISKVILLE RD
    AUSTIN,TX78752     		NONE I SCHOLARSHIP 1,100
    LEHI RODRIGUEZ
    AUSTIN COMMUNITY COLLEGE
    5930 MIDDLE FISKVILLE RD
    AUSTIN,TX78752     		NONE I SCHOLARSHIP 2,100
    JENNA CHAMPION
    BAYLOR UNIVERSITY
    1 BEAR PL UNIT 97042
    WACO,TX76798     		NONE I SCHOLARSHIP 2,250
    KODI COPELAND
    ANGELO STATE UNIVERSITY
    2601 W AVENUE N
    SAN ANGELO,TX76909     		NONE I SCHOLARSHIP 1,100
    TREY SMITH
    BLINN COLLEGE
    902 COLLEGE AVE
    BRENHAM,TX77823     		NONE I SCHOLARSHIP 2,250
    JACOB WATSON
    BIRMINGHAM SOUTHERN COLLEGE
    900 ARKADELPHIA ROAD
    BIRMINGHAM,AL35898     		NONE I SCHOLARSHIP 1,100
    ANNIKA BRANDENBURG
    DALLAS BAPTIST UNIVERSITY
    3000 MOUNTAIN CREEK PKWY
    DALLAS,TX75211     		NONE I SCHOLARSHIP 2,100
    JACK MARKEE
    EAST TEXAS BAPTIST UNIVERSITY
    ONE TIGER DRIVE
    MARSHALL,TX75670     		NONE I SCHOLARSHIP 2,100
    EKEMINI EXPO
    HARVARD COLLEGE
    86 BRATTLE ST
    CAMBRIDGE,MA02138     		NONE I SCHOLARSHIP 2,250
    CASSIDY SALYER
    HENDRIX COLLEGE
    1600 WASHINGTON AVE
    CONWAY,AR72032     		NONE I SCHOLARSHIP 2,250
    TALITHA THREATT
    HOUSTON BAPTIST UNIVERSITY
    7502 FONDREN RD
    HOUSTON,TX77074     		NONE I SCHOLARSHIP 2,250
    MIKAYLA NEMEC
    IOWA STATE UNIVERSITY
    1750 BEARDSHEAR HALL
    AMES,IA50011     		NONE I SCHOLARSHIP 2,100
    DANE VAN SPEYBROECK
    LOUISIANA TECH UNIVERSITY
    PO BOX 3183
    RUSTON,LA71272     		NONE I SCHOLARSHIP 1,050
    EMILY SUMPTER
    LUBBOCK CHRISTIAN UNIVERSITY
    5601 19TH STREE
    LUBBOCK,TX79407     		NONE I SCHOLARSHIP 2,250
    EMILY FORSTER
    OKLAHOMA STATE UNIVERSITY
    900 N PORTLAND AVE
    OKLAHOMA CITY,OK73107     		NONE I SCHOLARSHIP 2,250
    CELINE NGUYEN
    RICE UNIVERSITY
    6100 S MAIN
    HOUSTON,TX77005     		NONE I SCHOLARSHIP 2,250
    ALLISON LASZEWSKI
    SOUTHERN METHODIST UNIVERSITY
    6425 BOAZ ST
    DALLAS,TX75275     		NONE I SCHOLARSHIP 2,250
    CORINNE PUKYS
    SOUTHWESTERN UNIVERSITY
    1200 SYCAMORE ST
    WAXAHACHIE,TX75165     		NONE I SCHOLARSHIP 2,100
    GABRIELLA TUCKER
    SPRING HILL COLLEGE
    4000 DAUPHIN ST
    MOBILE,AL36608     		NONE I SCHOLARSHIP 2,250
    SHONTAVIA DE SHAY
    STEPHEN F AUSTIN STATE UNIVERSITY
    PO BOX 6092
    NACOGDOCHES,TX75962     		NONE I SCHOLARSHIP 2,250
    JOHN FERRARO
    ST EDWARD'S UNIVERSITY
    3001 S CONGRESS AVE
    AUSTIN,TX78704     		NONE I SCHOLARSHIP 2,250
    KARLO KALIFA
    ST MARY'S UNIVERSITY
    ONE CAMINO SANTA MARIA
    SAN ANTONIO,TX78228     		NONE I SCHOLARSHIP 2,250
    MAIYA WILLIAMS
    STEPHEN F AUSTIN STATE UNIVERSITY
    PO BOX 6092
    NACOGDOCHES,TX75962     		NONE I SCHOLARSHIP 2,100
    SAVANNA JACOBSON
    TEMPLE COLLEGE
    2600 S 1ST ST
    TEMPLE,TX76504     		NONE I SCHOLARSHIP 2,100
    COURTNEY BURRIS
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,100
    RYLAN DUNAWAY
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,350
    EVAN LASZEWSKI
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,850
    HANNAH BODE
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,100
    MAKENNA KIRKLIN
    TEXAS STATE UNIVERSITY
    601 UNIVERSITY DR
    SAN MARCOS,TX78666     		NONE I SCHOLARSHIP 1,100
    MALLORY KOCH
    TEXAS STATE UNIVERSITY
    601 UNIVERSITY DR
    SAN MARCOS,TX78666     		NONE I SCHOLARSHIP 1,850
    ALEJANDRO AGUIRRE
    TEXAS TECH UNIVERSITY
    PO BOX 41081
    LUBBOCK,TX79409     		NONE I SCHOLARSHIP 2,250
    ALEXIS SANTOS
    TEXAS TECH UNIVERSITY
    PO BOX 41081
    LUBBOCK,TX79409     		NONE I SCHOLARSHIP 1,850
    ALLISON ITZ
    GEORGE WASHINGTON UNIVERSITY
    1918 F STREET NW
    WASHINGTON,DC20052     		NONE I SCHOLARSHIP 2,250
    EMMA KRAMER
    TRINITY UNIVERSITY
    ONE TRINITY PLACE
    SAN ANTONIO,TX78212     		NONE I SCHOLARSHIP 2,250
    KENDRA SMITH
    TEXAS WOMAN'S UNIVERSITY
    PO BOX 425739
    DENTON,TX76204     		NONE I SCHOLARSHIP 925
    SADARE QUINN
    UNIVERSITY OF ARKANSA
    2801 S UNIVERSITY AVE
    LITTLE ROCK,AR72204     		NONE I SCHOLARSHIP 1,350
    JULIANNA WASHBURN
    UNIVERSITY OF GEORGIA
    456 EAST BROAD STREET
    ATHENS,GA30602     		NONE I SCHOLARSHIP 2,250
    KATELYNN CROSBY
    UNIVERSITY OF MARY HARDIN-BAYLOR
    900 COLLEGE STREET BOX 8003
    BELTON,TX76513     		NONE I SCHOLARSHIP 1,350
    CORDELIA KO
    UNIVERSITY OF MARY HARDIN-BAYLOR
    900 COLLEGE STREET BOX 8003
    BELTON,TX76513     		NONE I SCHOLARSHIP 2,250
    COLIN GUSTAFSON
    UNIVERSITY OF MINNESOTA
    100 CHURCH STREET SE
    MINNEAPOLIS,MN55455     		NONE I SCHOLARSHIP 2,250
    MADISON THOMPSON
    UNIVERSITY OF NORTH TEXAS
    1155 UNION CIR 311220
    DENTON,TX76203     		NONE I SCHOLARSHIP 1,350
    MAXIMILIAN FORBES
    UNIVERSITY OF NOTRE DAME
    400 MAIN BUILDING
    NOTRE DAME,IN46556     		NONE I SCHOLARSHIP 2,250
    CARSON DIAMOND
    UNIVERSITY OF SOUTHERN CALIFORNIA
    3551 TROUSDALE PKWY
    LOS ANGLES,CA90007     		NONE I SCHOLARSHIP 2,250
    ALEXIS CRUZ
    UNIVERSITY OF TEXAS
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,850
    BRIANA CUERO
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,100
    VALERIE FERGUSON
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,350
    CAROLINA FLORES
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,100
    HALEY GAONA
    UNIVERSITY OF TEXAS -SAN ANTONIO
    ONE UTSA CIRCLE
    SAN ANTONIO,TX78249     		NONE I SCHOLARSHIP 2,100
    COLE GEDWILLO
    UNIVERSITY OF TEXAS -SAN ANTONIO
    ONE UTSA CIRCLE
    SAN ANTONIO,TX78249     		NONE I SCHOLARSHIP 1,850
    KATHERINE LOBENTHAL
    UNIVERSITY OF TEXAS -SAN ANTONIO
    ONE UTSA CIRCLE
    SAN ANTONIO,TX78249     		NONE I SCHOLARSHIP 1,100
    ANGEL ZAMBRANO
    AUSTIN COMMUNITY COLLEGE
    5930 MIDDLE FISKVILLE RD
    AUSTIN,TX78752     		NONE I SCHOLARSHIP 1,100
    CAROLINE NOBLE
    BAYLOR UNIVERSITY
    1 BEAR PL UNIT 97042
    WACO,TX76798     		NONE I SCHOLARSHIP 2,250
    RICHARD VASQUEZ
    BAYLOR UNIVERSITY
    1 BEAR PL UNIT 97042
    WACO,TX76798     		NONE I SCHOLARSHIP 2,250
    MATTHEW HORTENSTINE
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 2,250
    ERICA PINEDA
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    COURTNEY MAHANNAH
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    LAUREN HUDSON
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    TANMAI KORAPALA
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    MARY DEDEYAN
    DALLAS BAPTIST UNIVERSITY
    3000 MOUNTAIN CREEK PKWY
    DALLAS,TX75211     		NONE I SCHOLARSHIP 2,250
    COLTON HUNTER
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    KATILYNN ROSSON
    CONCORDIA UNIVERSITY TEXAS
    11400 CONCORDIA DRIVE
    AUSTIN,TX78705     		NONE I SCHOLARSHIP 2,250
    CALUM FOLKS
    SOUTHWESTERN UNIVERSITY
    PO BOX 770
    GEORGETOWN,TX78627     		NONE I SCHOLARSHIP 2,250
    LISA NAVA
    CONCORDIA UNIVERSITY TEXAS
    11400 CONCORDIA DRIVE
    AUSTIN,TX78705     		NONE I SCHOLARSHIP 2,250
    CY THOMAS
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,250
    HENRY TRAN
    UNIVERSITY OF TEXAS - DALLAS
    800 W CAMPBELL RD
    RICHARDSON,TX75080     		NONE I SCHOLARSHIP 2,250
    ANGELINA COOK
    UNIVERSITY OF TEXAS - DALLAS
    800 W CAMPBELL RD
    RICHARDSON,TX75080     		NONE I SCHOLARSHIP 2,250
    DANNA QUIRIARTE
    UNIVERSITY OF TEXAS -SAN ANTO
    ONE UTSA CIRCLE
    SAN ANTONIO,TX78249     		NONE I SCHOLARSHIP 2,250
    BLANE SMITH
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,250
    KATELYN FABISZEWSKI
    TEXAS TECH UNIVERSITY
    PO BOX 41081
    LUBBOCK,TX79409     		NONE I SCHOLARSHIP 2,250
    CARISSA DEOCAMPO
    UNIVERSITY OF MARY HARDIN-BAYLOR
    900 COLLEGE STREET BOX 8003
    BELTON,TX76513     		NONE I SCHOLARSHIP 2,250
    MARIA SEVERSON
    UNIVERSITY OF MARY HARDIN-BAYLOR
    900 COLLEGE STREET BOX 8003
    BELTON,TX76513     		NONE I SCHOLARSHIP 2,250
    HAEVEN GIBBONS
    TEXAS CHRISTIAN UNIVERSITY
    TCU BOX 297044
    FORT WORTH,TX76129     		NONE I SCHOLARSHIP 2,250
    RONAK NAIK
    TEXAS STATE UNIVERSITY
    601 UNIVERSITY DR
    SAN MARCOS,TX78666     		NONE I SCHOLARSHIP 1,125
    QUINTAVIA DESHAY
    STEPHEN F AUSTIN STATE UNIVERSITY
    PO BOX 6092
    NACOGDOCHES,TX75962     		NONE I SCHOLARSHIP 2,250
    NATALIA VALDES ZAMORA
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 2,250
    ALEJANDRA MENDOZA-GONZALEZ
    ST EDWARD'S UNIVERSITY
    3001 S CONGRESS AVE
    AUSTIN,TX78704     		NONE I SCHOLARSHIP 2,250
    HALEY MOSSELL
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 2,100
    ALEXANDER VANTIL
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 2,250
    JOSHUA DUTY
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 2,100
    KARISSA VARNER
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 2,250
    TY JANSKY
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 2,100
    DAVID YBARRA
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,850
    JADE RUGGIRELLO
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 2,100
    TREVOR RAUM
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,850
    HOWARD KIM
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,850
    PAUL CHOI
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,850
    EMILY LAYTON
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,850
    SASHA DAVIS
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,850
    ANN YOUNG
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,850
    CATHERINE KAYLOR
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,350
    KENNEDY ROBINSON
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,350
    WILLIAM PAYNE
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,850
    ALEXANDRA MONTANEZ ALVARADO
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,100
    ALEXIS GUTHAN
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,350
    AMANDA MONTANEZ
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,350
    RUBY SAPP
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 2,225
    JUBEY GARZA
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,100
    MATTHEW WINKLEY
    UNIVERSITY OF TEXAS - AUSTIN
    PO BOX 7666
    AUSTIN,TX78713     		NONE I SCHOLARSHIP 1,100
    ALEXANDRIA PENA
    TEXAS A&M UNIVERSITY
    301 OLSEN BLVD
    COLLEGE STATION,TX77845     		NONE I SCHOLARSHIP 1,100
    AIMEE RAMOS
    UNIVERSITY OF SOUTHERN CALIFORNIA
    3551 TROUSDALE PKWY
    LOS ANGLES,CA90007     		NONE I SCHOLARSHIP 1,125
    Total .................................bullet 3a 402,825
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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....     14 235,309  
    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 ............     		    18 383,022  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aROYALTY INCOME     		    15 132,164  
    bFEDERAL TAX REFUND     1 1,774  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   752,269  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    752,269
    (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 (2019)
    Form 990-PF (2019)
    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 (2019)
    Additional Data


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