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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
 
Number and street (or P.O. box number if mail is not delivered to street address)13315 BUTTERMILK BEND
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
N SAN JUAN, CA959609541
A Employer identification number

90-0919650
B Telephone number (see instructions)

(530) 292-4310
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$8,186,274J 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... 99,028 99,028  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 422,952
b Gross sales price for all assets on line 6a 6,424,864
7 Capital gain net income (from Part IV, line 2)... 422,952
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 9 9  
12 Total. Add lines 1 through 11........ 521,989 521,989  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 46,428 46,428    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,938 2,938    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 49,366 49,366   0
25 Contributions, gifts, grants paid....... 330,000 330,000
26 Total expenses and disbursements. Add lines 24 and 25 379,366 49,366   330,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 142,623
b Net investment income (if negative, enter -0-) 472,623
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 35,516 61,811 61,811
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
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)....... 5,916,451 Click to see attachment6,032,779 8,124,463
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 5,951,967 6,094,590 8,186,274
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,951,967 6,094,590
29 Total net assets or fund balances (see instructions)..... 5,951,967 6,094,590
30 Total liabilities and net assets/fund balances (see instructions). 5,951,967 6,094,590
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
5,951,967
2
Enter amount from Part I, line 27a .....................
2
142,623
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,094,590
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,094,590
Form 990-PF (2020)
Form 990-PF (2020)
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 ACUITY BRANDS INC AYI 00508Y102 P 2020-06-09 2020-08-06
b AKAMAI TECHNOLOGIES COM USD0.01 AKAM 00971T101 P 2020-06-11 2020-12-10
c AKAMAI TECHNOLOGIES COM USD0.01 AKAM 00971T101 P 2020-08-11 2020-12-10
d AKAMAI TECHNOLOGIES COM USD0.01 AKAM 00971T101 P 2020-08-25 2020-12-10
e AKAMAI TECHNOLOGIES COM USD0.01 AKAM 00971T101 P 2020-10-30 2020-12-10
AMERICAN EXPRESS CO COM USD0.20 AXP XXX-XX-XXXX P 2019-10-09 2020-03-13
AMERICAN EXPRESS CO COM USD0.20 AXP XXX-XX-XXXX P 2019-11-14 2020-03-13
AMGEN INC AMGN XXX-XX-XXXX P 2020-09-08 2020-10-09
BASF SE SPON ADR EACH REP 0.25 ORD SHS BASFY XXX-XX-XXXX P 2020-08-11 2020-12-15
CIGNA CORP NEW COM CI XXX-XX-XXXX P 2020-05-19 2020-08-06
CONOCOPHILLIPS COM COP 20825C104 P 2019-12-05 2020-03-12
CONSTELLATION BRANDSINC COM USD0.01 CLAS STZ 21036P108 P 2019-03-21 2020-03-13
CORNING INC GLW XXX-XX-XXXX P 2019-08-14 2020-02-28
DEERE COMPANY DE XXX-XX-XXXX P 2019-07-17 2020-03-24
DOCUSIGN INC COM DOCU XXX-XX-XXXX P 2020-05-27 2020-06-16
ENPHASE ENERGY INC COM USD0.00001 ENPH 29355A107 P 2020-04-17 2020-05-13
ENPHASE ENERGY INC COM USD0.00001 ENPH 29355A107 P 2020-04-17 2020-05-19
ENPHASE ENERGY INC COM USD0.00001 ENPH 29355A107 P 2020-04-17 2020-09-29
ENPHASE ENERGY INC COM USD0.00001 ENPH 29355A107 P 2020-04-17 2020-12-10
ERICSSON ADR EACH REP 1 ORD B SEK1 ERIC XXX-XX-XXXX P 2019-10-17 2020-06-09
EXPEDITORS INTERNATIONAL OF WASHINGTON I EXPD XXX-XX-XXXX P 2020-05-27 2020-11-06
EXPEDITORS INTERNATIONAL OF WASHINGTON I EXPD XXX-XX-XXXX P 2020-09-29 2020-11-06
FIRST SOLAR INC FSLR XXX-XX-XXXX P 2020-05-13 2020-08-06
FIRST SOLAR INC FSLR XXX-XX-XXXX P 2020-05-13 2020-11-06
GENERAL ELECTRIC CO COM USD0.06 GE XXX-XX-XXXX P 2020-08-06 2020-12-15
IDEXX LABORATORIES INC COM USD0.10 IDXX 45168D104 P 2019-03-21 2020-03-13
ISHARES TR ESG AWAREMSCI ESML 46435U663 P 2020-06-05 2020-10-09
ISHARES TR ESG AWAREMSCI ESML 46435U663 P 2020-06-09 2020-10-09
ISHARES TR ESG AWAREMSCI ESML 46435U663 P 2020-06-09 2020-10-13
ISHARES TR ESG AWAREMSCI ESML 46435U663 P 2020-06-16 2020-10-13
ISHARES TR ESG AWAREMSCI ESML 46435U663 P 2020-06-16 2020-10-30
ISHARES TR ESG AWAREMSCI ESML 46435U663 P 2020-08-06 2020-10-30
ISHARES TR ESG AWAREMSCI ESML 46435U663 P 2020-09-08 2020-10-30
ISHARES TR ESG AWAREMSCI ESML 46435U663 P 2020-09-21 2020-10-30
ISHARES TR ESG MSCI LEADR SUSL 46435U218 P 2020-04-17 2020-06-16
ISHARES TR ESG MSCI LEADR SUSL 46435U218 P 2020-04-17 2020-08-06
ISHARES TR ESG MSCI LEADR SUSL 46435U218 P 2020-05-01 2020-08-06
ISHARES TR ESG MSCI LEADR SUSL 46435U218 P 2020-05-01 2020-08-11
JD.COM INC SPON ADS EACH REPR 2 ORD SHS JD 47215P106 P 2019-12-05 2020-03-13
LI AUTO INC SPN ADS ECH REP 2 ORD SHS CL LI 50202M102 P 2020-08-25 2020-11-16
LINDE PLC COM EUR0.001 LIN G5494J103 P 2019-09-13 2020-03-24
LINDE PLC COM EUR0.001 LIN G5494J103 P 2019-10-09 2020-03-24
MARSH MCLENNAN COMPANIES INC COM USD1.0 MMC XXX-XX-XXXX P 2019-08-14 2020-03-13
MARSH MCLENNAN COMPANIES INC COM USD1.0 MMC XXX-XX-XXXX P 2020-05-01 2020-11-06
MARSH MCLENNAN COMPANIES INC COM USD1.0 MMC XXX-XX-XXXX P 2020-09-08 2020-11-06
MOTOROLA SOLUTIONS INC COM NEW MSI XXX-XX-XXXX P 2019-10-09 2020-03-13
NVIDIA CORPORATION COM NVDA 67066G104 P 2020-02-19 2020-06-16
NVIDIA CORPORATION COM NVDA 67066G104 P 2020-02-19 2020-08-06
REGIONS FINANCIAL CORP NEW COM RF 7591EP100 P 2020-02-19 2020-03-12
SALESFORCE.COM INC COM USD0.001 CRM 79466L302 P 2020-04-17 2020-08-25
SUNPOWER CORP COM SPWR XXX-XX-XXXX P 2019-11-14 2020-03-13
TECHNIPFMC PLC USD1 FTI G87110105 P 2020-06-05 2020-12-15
TRIMBLE INC COM TRMB XXX-XX-XXXX P 2020-04-17 2020-06-09
TRIMBLE INC COM TRMB XXX-XX-XXXX P 2020-04-17 2020-12-10
TWILIO INC CL A TWLO 90138F102 P 2020-02-04 2020-03-13
UNITED PARCEL SERVICE INC UPS XXX-XX-XXXX P 2020-06-09 2020-08-06
VERTEX PHARMACEUTICALS INC VRTX 92532F100 P 2020-08-21 2020-11-06
WYNDHAM DESTINATIONSINC COM WYND 98310W108 P 2020-05-19 2020-09-08
WYNDHAM DESTINATIONSINC COM WYND 98310W108 P 2020-05-19 2020-12-10
ZILLOW GROUP INC CL A ZG 98954M101 P 2019-10-17 2020-02-19
ZILLOW GROUP INC CL A ZG 98954M101 P 2019-10-17 2020-03-12
ABBVIE INC COM USD0.01 ABBV 00287Y109 P 2018-08-31 2020-05-19
ALPHABET INC CAP STKCL A GOOGL 02079K305 P 2019-01-11 2020-02-04
AMAZON.COM INC AMZN XXX-XX-XXXX P 2017-03-16 2020-06-09
AMGEN INC AMGN XXX-XX-XXXX P 2018-01-04 2020-10-06
AMGEN INC AMGN XXX-XX-XXXX P 2018-01-04 2020-10-09
APPLE INC COM USD0.00001 AAPL XXX-XX-XXXX P 2017-03-16 2020-02-19
APPLE INC COM USD0.00001 AAPL XXX-XX-XXXX P 2017-03-16 2020-06-09
APPLE INC COM USD0.00001 AAPL XXX-XX-XXXX P 2017-03-16 2020-07-17
APPLIED MATERIALS INC COM USD0.01 AMAT XXX-XX-XXXX P 2018-01-25 2020-08-11
BROADCOM INC COM AVGO 11135F101 P 2018-10-31 2020-03-13
CALVERT SMALL CAP CL I CSVIX 13161P862 P 2017-04-26 2020-08-21
CALVERT SMALL CAP CL I CSVIX 13161P862 P 2017-04-26 2020-08-25
CALVERT SMALL CAP CL I CSVIX 13161P862 P 2017-04-26 2020-08-27
CALVERT SMALL CAP CL I CSVIX 13161P862 P 2017-04-26 2020-09-03
CALVERT SMALL CAP CL I CSVIX 13161P862 P 2017-04-26 2020-09-14
CALVERT US LRG CAP VAL RESPONS INDEX I CFJIX 13162A708 P 2017-04-20 2020-08-25
CALVERT US LRG CAP VAL RESPONS INDEX I CFJIX 13162A708 P 2017-04-20 2020-08-27
CALVERT US LRG CAP VAL RESPONS INDEX I CFJIX 13162A708 P 2017-04-20 2020-09-08
CALVERT US LRG CAP VAL RESPONS INDEX I CFJIX 13162A708 P 2017-04-20 2020-09-14
CALVERT US LRG CAP VAL RESPONS INDEX I CFJIX 13162A708 P 2017-04-20 2020-09-21
CALVERT US LRG CAP VAL RESPONS INDEX I CFJIX 13162A708 P 2017-04-20 2020-09-29
CONSTELLATION BRANDSINC COM USD0.01 CLAS STZ 21036P108 P 2019-01-11 2020-03-13
DISNEY WALT CO DIS XXX-XX-XXXX P 2017-03-20 2020-03-13
DISNEY WALT CO DIS XXX-XX-XXXX P 2017-09-20 2020-03-13
ECOLAB INC ECL XXX-XX-XXXX P 2018-01-04 2020-02-19
ECOLAB INC ECL XXX-XX-XXXX P 2018-01-04 2020-03-24
HESS CORPORATION COMUSD1.00 HES 42809H107 P 2019-01-11 2020-02-28
HESS CORPORATION COMUSD1.00 HES 42809H107 P 2019-02-12 2020-02-28
HOME DEPOT INC HD XXX-XX-XXXX P 2019-03-21 2020-08-25
HOME DEPOT INC COM HD XXX-XX-XXXX P 2019-03-21 2020-06-09
HONEYWELL INTERNATIONAL INC COM USD1 HON XXX-XX-XXXX P 2018-01-04 2020-05-13
HONEYWELL INTERNATIONAL INC COM USD1 HON XXX-XX-XXXX P 2019-02-12 2020-05-13
INGERSOLL RAND INC COM IR 45687V106 P 2017-09-20 2020-03-04
INGERSOLL RAND INC COM IR 45687V106 P 2018-01-04 2020-03-04
INGERSOLL RAND INC COM IR 45687V106 P 2018-10-19 2020-03-04
INGERSOLL RAND INC COM IR 45687V106 P 2017-09-20 2020-03-06
INGERSOLL RAND INC COM IR 45687V106 P 2018-01-04 2020-03-06
INGERSOLL RAND INC COM IR 45687V106 P 2018-10-19 2020-03-06
INVESCO EXCHANGE TRADED FD TR FINL PFD E PGF 46137V621 P 2017-03-16 2020-03-24
ISHARES CORE US AGGREGATE BOND ETF AGG XXX-XX-XXXX P 2017-03-20 2020-08-21
ISHARES INC ESG AWR MSCI EM ESGE 46434G863 P 2017-05-18 2020-08-27
ISHARES INC ESG AWR MSCI EM ESGE 46434G863 P 2017-05-18 2020-09-03
ISHARES INC ESG AWR MSCI EM ESGE 46434G863 P 2017-05-18 2020-09-03
ISHARES INC ESG AWR MSCI EM ESGE 46434G863 P 2017-05-18 2020-09-08
ISHARES INC ESG AWR MSCI EM ESGE 46434G863 P 2017-05-18 2020-09-21
ISHARES INC ESG AWR MSCI EM ESGE 46434G863 P 2017-05-18 2020-09-29
ISHARES INC ESG AWR MSCI EM ESGE 46434G863 P 2017-05-18 2020-09-29
ISHARES TR ESG AW MSCI EAFE ESGD 46435G516 P 2017-05-18 2020-08-21
ISHARES TR ESG AW MSCI EAFE ESGD 46435G516 P 2017-05-18 2020-08-27
ISHARES TR ESG AW MSCI EAFE ESGD 46435G516 P 2017-05-18 2020-09-03
ISHARES TR ESG AW MSCI EAFE ESGD 46435G516 P 2017-05-18 2020-09-08
ISHARES TR ESG AW MSCI EAFE ESGD 46435G516 P 2017-05-18 2020-09-14
ISHARES TR ESG AW MSCI EAFE ESGD 46435G516 P 2017-05-18 2020-09-14
ISHARES TR ESG AW MSCI EAFE ESGD 46435G516 P 2017-05-18 2020-09-14
ISHARES TR ESG AW MSCI EAFE ESGD 46435G516 P 2017-05-18 2020-09-17
ISHARES TR ESG AW MSCI EAFE ESGD 46435G516 P 2017-05-18 2020-09-17
ISHARES TR FLTG RATENT ETF FLOT 46429B655 P 2018-10-31 2020-08-21
ISHARES TR IBOXX HI YD ETF HYG XXX-XX-XXXX P 2017-03-16 2020-03-17
ISHARES TR JP MOR EMMK ETF EMB XXX-XX-XXXX P 2017-03-16 2020-08-21
MERCK CO INC NEW COM MRK 58933Y105 P 2017-03-20 2020-03-13
MICROSOFT CORP MSFT XXX-XX-XXXX P 2017-03-20 2020-02-04
MICROSOFT CORP MSFT XXX-XX-XXXX P 2017-03-20 2020-05-19
ON SEMICONDUCTOR CORP COM USD0.01 ON XXX-XX-XXXX P 2017-05-08 2020-02-04
SPDR PORTFOLIO AGGREGATE BOND ETF SPAB 78464A649 P 2017-03-20 2020-09-08
SPDR PORTFOLIO AGGREGATE BOND ETF SPAB 78464A649 P 2017-03-20 2020-09-29
SPDR SER TR BLMBRG BRC CNVRT CWB 78464A359 P 2017-03-16 2020-03-13
SPDR SER TR BLOOMBERG SRT TR SJNK 78468R408 P 2018-10-31 2020-03-16
SUNPOWER CORP COM SPWR XXX-XX-XXXX P 2017-12-15 2020-02-12
SUNPOWER CORP COM SPWR XXX-XX-XXXX P 2017-12-15 2020-03-13
SUNPOWER CORP COM SPWR XXX-XX-XXXX P 2018-12-14 2020-03-13
TARGET CORP TGT 87612E106 P 2018-01-04 2020-10-06
TRANE TECHNOLOGIES PLC COM USD1 TT G8994E103 P 2017-09-20 2020-03-24
TRANE TECHNOLOGIES PLC COM USD1 TT G8994E103 P 2018-01-04 2020-03-24
TRANE TECHNOLOGIES PLC COM USD1 TT G8994E103 P 2018-10-19 2020-03-24
VERTEX PHARMACEUTCLSINC VRTX 92532F100 P 2019-02-12 2020-02-19
VERTEX PHARMACEUTICALS INC VRTX 92532F100 P 2019-02-12 2020-11-06
(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 83,186   89,664 -6,478
b 69,006   68,342 664
c 41,856   43,728 -1,872
d 73,737   79,633 -5,896
e 39,285   36,203 3,082
67,244   90,076 -22,832
12,646   17,853 -5,207
15,161   15,609 -448
40,039   30,260 9,779
75,770   85,384 -9,614
53,169   113,072 -59,903
25,074   33,634 -8,560
92,059   108,011 -15,952
66,616   92,095 -25,479
21,223   16,321 4,902
27,979   18,053 9,926
44,406   24,955 19,451
30,025   14,427 15,598
35,813   10,762 25,051
24,374   23,630 744
81,018   69,030 11,988
19,814   20,690 -876
34,016   21,710 12,306
84,731   38,369 46,362
96,667   55,250 41,417
84,458   80,707 3,751
96,070   89,513 6,557
3,570   3,298 272
75,310   69,729 5,581
70,197   61,910 8,287
11,056   10,335 721
32,599   32,475 124
51,106   50,275 831
30,783   29,400 1,383
129,818   119,959 9,859
49,964   43,422 6,542
17,132   14,780 2,352
172,202   146,912 25,290
88,296   75,704 12,592
133,324   68,574 64,750
63,539   74,293 -10,754
32,182   36,298 -4,116
102,475   107,214 -4,739
73,708   64,661 9,047
33,901   35,490 -1,589
76,490   89,689 -13,199
24,298   21,094 3,204
14,425   9,926 4,499
67,575   115,436 -47,861
109,341   81,226 28,115
30,677   48,620 -17,943
60,225   60,129 96
22,665   16,638 6,027
35,663   18,609 17,054
42,394   74,672 -32,278
27,225   20,061 7,164
45,819   56,849 -11,030
40,031   35,976 4,055
44,471   29,536 14,935
53,291   31,573 21,718
54,446   51,242 3,204
18,932   20,387 -1,455
14,366   10,612 3,754
56,971   18,777 38,194
4,082   2,879 1,203
118,445   89,959 28,486
14,894   6,463 8,431
31,428   12,926 18,502
9,253   3,372 5,881
16,737   14,202 2,535
36,440   40,456 -4,016
99,970   98,597 1,373
199,970   194,743 5,227
59,970   58,466 1,504
34,970   34,420 550
32,740   32,895 -155
49,970   47,155 2,815
49,970   46,854 3,116
69,970   67,022 2,948
49,970   46,854 3,116
49,970   48,293 1,677
51,966   49,849 2,117
50,149   62,997 -12,848
6,177   7,440 -1,263
42,116   44,580 -2,464
37,951   24,724 13,227
69,575   62,697 6,878
68,376   63,778 4,598
46,670   47,263 -593
30,152   19,955 10,197
32,599   23,908 8,691
54,809   65,488 -10,679
26,041   31,476 -5,435
4   3 1
11   9 2
9   7 2
3,035   2,478 557
9,056   7,472 1,584
7,098   6,130 968
49,819   61,530 -11,711
11,752   10,695 1,057
49,885   42,662 7,223
22,422   19,527 2,895
47,487   41,357 6,130
60,110   52,676 7,434
79,983   70,338 9,645
81,292   71,955 9,337
1,405   1,244 161
99,764   97,905 1,859
66,869   64,662 2,207
79,970   78,173 1,797
50,109   49,078 1,031
57,852   55,802 2,050
6,515   6,282 233
15,571   15,016 555
49,841   47,814 2,027
39,297   37,705 1,592
4,003   4,027 -24
37,749   43,537 -5,788
4,878   4,844 34
93,409   82,224 11,185
33,003   11,942 21,061
12,620   4,413 8,207
73,454   54,117 19,337
24,988   23,041 1,947
42,418   39,112 3,306
60,705   61,430 -725
36,992   42,364 -5,372
42,199   35,336 6,863
11,798   21,652 -9,854
9,849   12,190 -2,341
12,570   5,131 7,439
9,639   8,620 1,019
28,760   25,988 2,772
22,542   21,320 1,222
13,860   10,292 3,568
67,751   57,339 10,412
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       -6,478
b       664
c       -1,872
d       -5,896
e       3,082
      -22,832
      -5,207
      -448
      9,779
      -9,614
      -59,903
      -8,560
      -15,952
      -25,479
      4,902
      9,926
      19,451
      15,598
      25,051
      744
      11,988
      -876
      12,306
      46,362
      41,417
      3,751
      6,557
      272
      5,581
      8,287
      721
      124
      831
      1,383
      9,859
      6,542
      2,352
      25,290
      12,592
      64,750
      -10,754
      -4,116
      -4,739
      9,047
      -1,589
      -13,199
      3,204
      4,499
      -47,861
      28,115
      -17,943
      96
      6,027
      17,054
      -32,278
      7,164
      -11,030
      4,055
      14,935
      21,718
      3,204
      -1,455
      3,754
      38,194
      1,203
      28,486
      8,431
      18,502
      5,881
      2,535
      -4,016
      1,373
      5,227
      1,504
      550
      -155
      2,815
      3,116
      2,948
      3,116
      1,677
      2,117
      -12,848
      -1,263
      -2,464
      13,227
      6,878
      4,598
      -593
      10,197
      8,691
      -10,679
      -5,435
      1
      2
      2
      557
      1,584
      968
      -11,711
      1,057
      7,223
      2,895
      6,130
      7,434
      9,645
      9,337
      161
      1,859
      2,207
      1,797
      1,031
      2,050
      233
      555
      2,027
      1,592
      -24
      -5,788
      34
      11,185
      21,061
      8,207
      19,337
      1,947
      3,306
      -725
      -5,372
      6,863
      -9,854
      -2,341
      7,439
      1,019
      2,772
      1,222
      3,568
      10,412
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 2 422,952
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 3 162,654
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 6,569
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 6,569
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,569
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 16
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 6,585
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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 the instructions
for the 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)
    bulletCA
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMARTHA WEAVER Telephone no.bullet (530) 913-3659

    Located atbullet13315 BUTTERMILK BENDN SAN JUANCA ZIP+4bullet95960
    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 2020, 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 2020?.............
    1c
     
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet2017, 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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    MARTHA WEAVER PRESIDENT/TREASURER
    000.00     		0    
    13315 BUTTERMILK BEND
    N SAN JUAN,CA95960
    GLENN HOVEMANN VICE PRESIDENT
    000.00     		0    
    13315 BUTTERMILK BEND
    N SAN JUAN,CA95960
    OREN HOVEMANN TREASURER
    000.00     		0    
    107 PICADILLY LN
    GRASS VALLEY,CA95949
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    6,478,121
    b
    Average of monthly cash balances.......................
    1b
    316,727
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,794,848
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    6,794,848
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    101,923
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,692,925
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    334,646
    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
    334,646
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,569
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,569
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    328,077
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    328,077
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    328,077
    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 Click to see attachment..........
    1a
    330,000
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    330,000
    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
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    330,000
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 328,077
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 326,611
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 330,000
    a Applied to 2019, but not more than line 2a 326,611
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 3,389
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		324,688
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    SOUTH YUBA RIVER CITIZENS LEAGUE
    313 RAILROAD AVE 101
    NEVADA CITY,CA95959     		  POF CHARITY 5,000
    COLOR ME HUMAN
    185 EAST MAIN STREET PO BOX 321
    GRASS VALLEY,CA95945     		  POF CHARITY 100
    BEAR YUBA LAND TRUST
    12183 AUBURN ROAD
    GRASS VALLEY,CA95949     		  POF CHARITY 10,000
    Natural Resource Defense Council
    40 WEST 20TH STREE 11TH FLOOR
    NEW YORK,NY10011     		  POF CHARITY 5,000
    The Center for Action and Contemplation
    1705 FIVE POINTS RD SW
    ALBUQUERQUE,NM87105     		  POF CHARITY 1,000
    COLOR ME HUMAN
    185 EAST MAIN STREET PO BOX 321
    GRASS VALLEY,CA95945     		  POF CHARITY 30,000
    TAKE HEART PUBLICATIONS
    12402 Bitney Springs Rd
    NEVADA CITY,CA95959     		  POF CHARITY 5,000
    SOUTH YUBA RIVER CITIZENS LEAGUE
    313 RAILROAD AVE 101
    NEVADA CITY,CA95959     		  POF CHARITY 5,000
    SOUTH YUBA RIVER CITIZENS LEAGUE
    313 RAILROAD AVE 101
    NEVADA CITY,CA95959     		  POF CHARITY 25,000
    Unity in the Gold Country
    180 Cambridge Court
    GRASS VALLEY,CA95945     		  POF CHARITY 5,000
    BEAR YUBA LAND TRUST
    12183 AUBURN ROAD
    GRASS VALLEY,CA95949     		  POF CHARITY 25,000
    SEA TURTLE CONSERVANCY
    4424 NORTHWEST THIRTEENTH STREET
    GAINESVILLE,FL32609     		  POF CHARITY 25,000
    The Center for Action and Contemplation
    1705 FIVE POINTS RD SW
    ALBUQUERQUE,NM87105     		  POF CHARITY 3,900
    The Pocket Project
    Wardenburgerstrasse 24
    Wardenburg   26203
    GM     		  POF CHARITY 10,000
    Foundation for Open Hearts
    2637 TOWNSGATE ROAD SUITE 200
    WESTLAKE VILLAGE,CA91361     		  POF CHARITY 5,000
    BUDHA AT THE GAS PUMP
    1108 S B STREET
    FAIRFIELD,IA52556     		  POF CHARITY 10,000
    WILD FOUNDATION
    717 POPLAR AVENUE
    BOULDER,CO80304     		  POF CHARITY 25,000
    GEOVERSITY
    4200 SEPULVEDA BLVD SUITE 103
    CULVER CITY,CA90230     		  POF CHARITY 25,000
    Natural Resource Defense Council
    40 WEST 20TH STREE 11TH FLOOR
    NEW YORK,NY10011     		  POF CHARITY 10,000
    NUTRITION FACTS ORG
    PO BOX 11400
    TAKOMA PARK,MD20913     		  POF CHARITY 5,000
    ONE MIND FOUNDATION
    PO BOX 11
    HASTINGS ON HUDSON,NY10701     		  POF CHARITY 10,000
    RAINFOREST TRUST
    7078 AIRLIE ROAD
    WARRENTON,VA20187     		  POF CHARITY 25,000
    FOUNDATION UN CURSO DE AMOR
    AVENIDA LIBERATOR 16434
    SAN ISIDRO    
    AR     		  POF CHARITY 60,000
    Total .................................bullet 3a 330,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 99,028  
    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.....     18 9  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 422,952  
    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)..   521,989  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    521,989
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID: 20011422
    Software Version: 20.0.2.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
    EIN:
    90-0919650
    Software ID:
    20011422
    Software Version:
    20.0.2.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AAPL STOCK 56,063 142,907
    AGG STOCK 384,686 420,875
    AMZN STOCK 104,342 182,388
    BND STOCK 368,609 402,323
    EMB STOCK 55,989 57,607
    FLOT STOCK 70,899 6,941
    FTI STOCK 151,125 185,951
    HYG STOCK 29,212 31,428
    MSFT STOCK 93,214 182,384
    SPAB STOCK 309,173 331,054
    UNH STOCK 80,184 129,050
    TGT STOCK 89,295 189,417
    SCHW STOCK 236,364 298,721
    AMAT STOCK 113,081 200,216
    ABBV STOCK 194,869 261,982
    STIP STOCK 42,264 44,905
    GOOGL STOCK 126,239 178,769
    HD STOCK 135,653 159,638
    GLW STOCK 145,576 151,452
    LIN STOCK 132,321 139,397
    BAC STOCK 182,993 204,138
    ERIC STOCK 168,979 213,702
    A STOCK 123,629 169,441
    APTV STOCK 88,425 168,335
    BASFY STOCK 149,844 201,051
    BG STOCK 138,161 173,394
    DOCU STOCK 112,561 162,057
    ENPH STOCK 59,466 177,927
    FSLR STOCK 96,559 169,846
    GE STOCK 109,167 188,827
    GS STOCK 145,218 189,607
    HCA STOCK 116,802 143,903
    HLT STOCK 103,790 138,074
    HOLX STOCK 136,280 131,677
    ICVT STOCK 29,324 43,737
    ITW STOCK 144,047 178,599
    JCI STOCK 109,763 162,180
    LI STOCK 77,638 125,699
    MRVL STOCK 181,044 201,379
    NVDA STOCK 97,994 142,561
    REAL STOCK 185,214 240,225
    SIVB STOCK 208,193 342,454
    TNL STOCK 146,256 235,784
    TRMB STOCK 100,175 178,142
    UPS STOCK 102,099 144,319

    TY 2020 OtherIncomeSchedule2
    Name:
    THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
    EIN:
    90-0919650
    Software ID:
    20011422
    Software Version:
    20.0.2.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROUNDING CORRECTION FOR STOCK SALES 9 9  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
    EIN:
    90-0919650
    Software ID:
    20011422
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR FEES 46,428 46,428    


    TY 2020 TaxesSchedule
    Name:
    THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
    EIN:
    90-0919650
    Software ID:
    20011422
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES PAID 1,885 1,885    
    STATE TAXES PAID 10 10    
    FOREIGN TAXES 1,043 1,043