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
BRIGHT WINGS FNDTN TR UA
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1908
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328021908
A Employer identification number

58-6346253
B Telephone number (see instructions)

(404) 813-9304
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,288,739J 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... 41,063 40,952  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 91,650
b Gross sales price for all assets on line 6a 1,074,789
7 Capital gain net income (from Part IV, line 2)... 91,650
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 132,713 132,602  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,531 13,765   13,766
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)....... Click to see attachment 2,500 0 0 2,500
c Other professional fees (attach schedule).... Click to see attachment 1,600 1,600   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,812 414   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 4 4    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,447 15,783 0 16,266
25 Contributions, gifts, grants paid....... 124,000 124,000
26 Total expenses and disbursements. Add lines 24 and 25 157,447 15,783 0 140,266
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -24,734
b Net investment income (if negative, enter -0-) 116,819
c Adjusted net income (if negative, enter -0-)... 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............. 7,917 336 336
2 Savings and temporary cash investments......... 73,440 21,363 21,363
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).......   Click to see attachment513,540 694,660
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).......... 2,087,285 Click to see attachment1,609,445 2,572,380
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) 2,168,642 2,144,684 3,288,739
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........ 2,168,642 2,144,684
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)..... 2,168,642 2,144,684
30 Total liabilities and net assets/fund balances (see instructions). 2,168,642 2,144,684
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
2,168,642
2
Enter amount from Part I, line 27a .....................
2
-24,734
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,016
4
Add lines 1, 2, and 3 ..........................
4
2,147,924
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,240
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,144,684
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 20. ALLEGHANY CORP   2016-10-14 2020-03-12
b 7. BLACKROCK INC   2016-10-14 2020-03-12
c 27. PROGRESSIVE CORP   2016-10-14 2020-03-12
d 2. ALPHABET INC CL C   2018-02-16 2020-03-19
e 11. APPLE INC   2008-09-17 2020-03-19
271. CARNIVAL CORP   2016-10-14 2020-03-19
7610.572 CAMBIAR INTL EQUITY FUND-INS   2016-10-14 2020-03-27
1702.147 FPA CRESCENT FUND   2019-03-28 2020-04-09
3873. BLACKSTONE ALT MULTI-STRAT-I   2016-10-14 2020-04-24
57. GENERAL DYNAMICS CORP   2016-10-14 2020-05-06
207. SOUTHWEST AIRLINES CO   2017-01-25 2020-05-06
5807. ARTISAN INTL VALUE FUND-ADV   2020-03-27 2020-06-19
19. APPLE INC   2008-09-17 2020-06-30
103. APPLE INC   2008-09-17 2020-09-04
106. CHEVRON CORP   1997-10-31 2020-09-30
235. WELLS FARGO & CO   2012-06-18 2020-09-30
8809.947 JOHCM INTERNATIONAL SEL-I   2015-06-26 2020-10-08
3873.13 BLACKSTONE ALT MULTI-STRAT-I   2016-10-14 2020-10-08
4201.68 DOUBLELINE TOTL RET BND-I   2019-03-28 2020-10-08
170. ISHARES CORE MSCI EAFE ETF   2020-06-19 2020-10-08
3347.147 MERGER FUND-INST   2018-08-29 2020-10-08
1779.359 NEUBERGER BERMAN HIGH INCOME BD-R6   2019-03-28 2020-10-08
4061.372 PIMCO INVESTMENT GRD CORP-IN   2016-10-14 2020-10-08
9832.016 NEUBERGER BERMAN HIGH INCOME BD-R6   2019-03-28 2020-10-30
.7262 VIATRIS INC   2019-07-03 2020-12-07
18.1155 VIATRIS INC   2020-10-08 2020-12-14
34.8845 VIATRIS INC   2019-07-03 2020-12-14
24. ALTRIA GROUP INC   2016-10-14 2020-12-18
12. APPLE INC   2020-10-08 2020-12-18
8. BERKSHIRE HATHAWAY INC-CL B   2020-10-08 2020-12-18
1. BLACKROCK INC   2016-10-14 2020-12-18
10. CARMAX INC   2020-10-08 2020-12-18
8. DOLLAR TREE INC   2016-10-14 2020-12-18
3. FEDEX CORPORATION   2018-08-16 2020-12-18
4. MARTIN MARIETTA MATLS INC   2020-10-08 2020-12-18
5. NORFOLK SOUTHERN CORP   2020-10-08 2020-12-18
2. O'REILLY AUTOMOTIVE INC   2020-10-08 2020-12-18
35. PFIZER INC   2019-07-03 2020-12-18
15. CHARLES SCHWAB CORP   2019-01-29 2020-12-18
24. STORE CAPITAL CORP   2020-10-08 2020-12-18
4. VISA INC CL A   2020-10-08 2020-12-18
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 10,807   10,548 259
b 2,756   2,483 273
c 1,890   888 1,002
d 2,225   2,203 22
e 2,759   233 2,526
2,597   12,541 -9,944
146,047   182,514 -36,467
48,001   55,490 -7,489
35,438   39,561 -4,123
7,044   8,654 -1,610
5,197   11,161 -5,964
181,817   153,886 27,931
6,841   403 6,438
12,358   546 11,812
7,681   7,255 426
5,534   7,719 -2,185
248,000   182,341 65,659
38,925   39,467 -542
45,000   44,412 588
10,493   9,797 696
58,475   55,422 3,053
15,000   15,018 -18
45,000   42,627 2,373
82,097   82,982 -885
13   14 -1
311   282 29
599   653 -54
1,031   1,503 -472
1,548   1,380 168
1,797   1,721 76
705   355 350
994   954 40
905   618 287
850   740 110
1,070   1,102 -32
1,154   1,083 71
904   909 -5
1,329   1,473 -144
778   711 67
806   678 128
845   812 33
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
      37,168
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       259
b       273
c       1,002
d       22
e       2,526
      -9,944
      -36,467
      -7,489
      -4,123
      -1,610
      -5,964
      27,931
      6,438
      11,812
      426
      -2,185
      65,659
      -542
      588
      696
      3,053
      -18
      2,373
      -885
      -1
      29
      -54
      -472
      168
      76
      350
      40
      287
      110
      -32
      71
      -5
      -144
      67
      128
      33
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 91,650
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
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 1,624
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 0
3 Add lines 1 and 2........................... 3 1,624
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 1,624
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 956
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 956
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 9 668
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 taxBullet0 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 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)
    bulletGA
    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 ofbulletTRUIST BANK Telephone no.bullet (404) 813-9304

    Located atbulletPO BOX 1908ORLANDOFL ZIP+4bullet32802
    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
     
    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 2020?.............
    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 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 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 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
    TRUIST BANK FKA SUNTRUST BANK TRUSTEE
    1     		27,531    
    PO BOX 1908
    ORLANDO,FL32802
    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 (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
    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 (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
    2,820,014
    b
    Average of monthly cash balances.......................
    1b
    87,128
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,907,142
    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
    2,907,142
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    43,607
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,863,535
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    143,177
    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
    143,177
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,624
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,624
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    141,553
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    141,553
    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
    141,553
    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
    140,266
    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
    140,266
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    140,266
    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 7 141,553
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 123,217
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 140,266
    a Applied to 2019, but not more than line 2a 123,217
    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 2020 distributable amount..... 17,049
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		124,504
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    TRUIST BANK
    1155 PEACHTREE STREET NE
    ATLANTA,GA30309
    (404) 479-4936
    bThe form in which applications should be submitted and information and materials they should include:
    HTTP://FOUNDATIONCENTER.ORG/GRANTMAKER/BRIGHTWINGS
    cAny submission deadlines:
    SEPTEMBER 15TH
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ORGANIZATIONS THAT ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3)
    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
    WEST ATLANTA WATERSHED ALLIANCE
    1442 RICHLAND RD SW
    ATLANTA,GA30310     		NONE PC GENERAL 1,000
    ATLANTA AREA COUNCIL BOY SCOUTS OF AMER
    435 PEACHTREE ST NE
    Atlanta,GA30339     		NONE PC GENERAL 5,000
    ATLANTA GIRLS' SCHOOL
    3254 NORTHSIDE PARKWAY NW
    ATLANTA,GA30327     		NONE PC GENERAL 5,000
    BRIGHT FUTURES ATLANTA
    1300 JOSEPH E BOONE BOULEVARD
    ATLANTA,GA30314     		NONE PC GENERAL 2,000
    CAMP SUNSHINE
    1850 CLAIRMONT ROAD
    DECATUR,GA30033     		NONE PC GENERAL 3,000
    CURE CHILDHOOD CANCER
    200 ASHFORD CENTER NORTH SUITE 250
    ATLANTA,GA30338     		NONE PC GENERAL 1,000
    FERNBANK MUSEUM OF NATURAL HISTORY
    767 CLIFTON RD NE
    ATLANTA,GA30307     		NONE PC GENERAL 17,000
    GEORGIA RIVER NETWORK
    126 SOUTH MILLEDGE AVE SUITE E3
    ATHENS,GA30605     		NONE PC GENERAL 2,000
    HILLSIDE ATLANTA FOUNDATION INC
    690 COURTENAY DR NE
    ATLANTA,GA30306     		NONE PC GENERAL 1,000
    MILL SPRINGS ACADEMY
    13660 NEW PROVIDENCE ROAD
    ALPHARETTA,GA30004     		NONE PC GENERAL 3,000
    LITERACY ACTION INC
    231 PEACHTREE ST M-100
    Atlanta,GA30303     		NONE PC GENERAL 1,000
    MOVING IN THE SPIRIT
    544 ANGIER AVENUE NE
    ATLANTA,GA30308     		NONE PC GENERAL 2,500
    MURPHY-HARPST CHILDREN'S CENTERS INC
    740 FLETCHER STREET
    CEDARTOWN,GA30125     		NONE PC GENERAL 2,000
    THE ADAPTIVE LEARNING CENTER
    1925 VAUGHN ROAD SUITE 110
    KENNESAW,GA30144     		NONE PC GENERAL 2,000
    THE GEORGIA CONSERVANCY INC
    230 PEACHTREE STREET NW SUITE 1250
    ATLANTA,GA30303     		NONE PC GENERAL 5,000
    THE OBJECT GROUP INC
    1109 FORREST BLVD
    DECATUR,GA30030     		NONE PC GENERAL 1,000
    THE PICCADILLY PUPPETS COMPANY
    3920 WIEUCA RD NE
    ATLANTA,GA30342     		NONE PC GENERAL 8,000
    THE STUDY HALL
    1010 CREW ST SW
    ATLANTA,GA30315     		NONE PC GENERAL 4,000
    VOX TEEN COMMUNICATIONS
    229 PEACHTREE ST NE SUITE 725
    ATLANTA,GA30303     		NONE PC GENERAL 2,000
    WYLDE CENTER
    435 OAKVIEW ROAD
    DECATUR,GA30030     		NONE PC GENERAL 2,000
    WOMEN'S INTERNATIONAL NETWORK FOR
    GUATEMALAN SOLUTIONS
    1043 GRAND AVENUE 299
    SAINT PAUL,MN55105     		NONE PC GENERAL 5,000
    COVENANT COMMUNITY INC
    623 SPRING ST NW
    ATLANTA,GA30308     		NONE PC GENERAL 5,000
    THE MUSEUM OF CONTEMPORARY ART OF
    GEORGIA
    75 BENNETT ST NW
    ATLANTA,GA30309     		NONE PC GENERAL 2,500
    ESSENTIAL2LIFE INC
    PO BOX 620053
    ATLANTA,GA30362     		NONE PC GENERAL 1,000
    FCS - FOCUSED COMMUNITY STRATEGIES
    1297 JONESBORO RD SE
    ATLANTA,GA30315     		NONE PC GENERAL 2,000
    GLOBAL VILLAGE PROJECT
    205 SYCAMORE ST
    DECATUR,GA30030     		NONE PC GENERAL 5,000
    HAWKTALK INC
    6730 UNION HILL RD
    CANTON,GA30115     		NONE PC GENERAL 1,000
    SYNCHRONICITY THEATRE
    1545 PEACHTREE ST NW 102
    ATLANTA,GA30309     		NONE PC GENERAL 3,000
    THE TIMANOUS FOUNDATION
    23 PAWSON RD
    BRANFORD,CT06405     		NONE PC GENERAL 1,000
    BILL MANESS OUTREACH CENTER
    3434 ROSWELL RD NW
    ATLANTA,GA30305     		NONE PC GENERAL 2,000
    VAMOS ADELANTE FOUNDATION
    41W655 MAIN STREET ROAD
    ELBURN,IL60119     		NONE PC GENERAL 6,500
    OUR HOUSE
    711 S COLUMBIA DR
    DECATUR,GA30030     		NONE PC GENERAL 2,000
    ATLANTA HISTORY CENTER
    130 W PACES FERRY RD NW
    ATLANTA,GA30305     		NONE PC GENERAL 1,500
    CHATTAHOOCHEE NATURE CENTER
    9135 WILLEO ROAD
    ROSWELL,GA30075     		NONE PC GENERAL 1,000
    CHILD DEVELOPMENT ASSOCIATION
    89 GROVE AWAY
    ROSWELL,GA30075     		NONE PC GENERAL 1,000
    SPECIAL NEEDS SCHOOLS OF GWINNETT
    660 DAVIS ROAD
    LAWRENCEVILLE,GA30011     		NONE PC GENERAL 1,000
    WILDERNESS WORKS INC
    644 MEMORIAL DRIVE SE
    ATLANTA,GA30312     		NONE PC GENERAL 1,500
    SONGS FOR KIDS FOUNDATION INC
    145 NASSAU STREET NW
    ATLANTA,GA30303     		NONE PC GENERAL 2,000
    FLY ON A WALL INC
    1342 LUCILLE AVE SW
    ATLANTA,GA30310     		NONE PC GENERAL 1,000
    COVENANT HOUSE GEORGIA
    1559 JOHNSON RD NW
    ATLANTA,GA30318     		NONE PC GENERAL 2,000
    DUNWOODY NATURE CENTER INC
    5343 ROBERTS DRIVE
    DUNWOODY,GA30338     		NONE PC GENERAL 1,000
    LIFECYCLE BUILDING CENTER INC
    P O BOX 7661
    ATLANTA,GA30357     		NONE PC GENERAL 1,000
    JOEL CHANDLER HARRIS ASSOCIATION
    1050 RALPH DAVID ABERNATHY BLVD SW
    ATLANTA,GA30310     		NONE PC GENERAL 2,000
    KATE'S CLUB
    1190 W DRUID HILLS DRIVE
    ATLANTA,GA30329     		NONE PC GENERAL 1,500
    SIDE BY SIDE CLUBHOUSE
    1001 MAIN STREET
    STONE MOUNTAIN,GA30341     		NONE PC GENERAL 2,000
    Total .................................bullet 3a 124,000
    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 41,063  
    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 91,650  
    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)..   132,713  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    132,713
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    BRIGHT WINGS FNDTN TR UA
    EIN:
    58-6346253
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 2,500     2,500

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BRIGHT WINGS FNDTN TR UA
    EIN:
    58-6346253
    Name of Stock End of Year Book Value End of Year Fair Market Value
    743315103 PROGRESSIVE CORP 12,887 22,940
    84670702 BERKSHIRE HATHAWAY IN 34,376 47,765
    67103H107 O'REILLY AUTOMOTIVE 17,803 23,986
    02209S103 ALTRIA GROUP INC 27,638 22,960
    191216100 COCA-COLA CO COM    
    31428X106 FEDEX CORPORATION 24,971 30,376
    641069406 NESTLE SA SPONSORED 21,385 26,623
    651587107 NEWMARKET CORP 23,204 23,499
    37833100 APPLE INC 18,472 53,341
    256746108 DOLLAR TREE INC 12,535 16,422
    92826C839 VISA INC CL A 11,169 31,935
    17275R102 CISCO SYSTEMS INC 13,399 17,766
    09247X101 BLACKROCK INC 16,986 27,419
    143130102 CARMAX INC 16,631 24,087
    655844108 NORFOLK SOUTHERN COR 15,632 27,800
    92343V104 VERIZON COMMUNICATIO 18,493 22,325
    110122108 BRISTOL MYERS SQUIBB 10,426 12,096
    437076102 HOME DEPOT INC 21,214 26,562
    548661107 LOWES COS INC 8,768 13,643
    573284106 MARTIN MARIETTA MATL 19,676 24,421
    02079K107 ALPHABET INC CL C 26,203 42,045
    9158106 AIR PRODUCTS & CHEMICA 22,337 23,770
    177376100 CITRIX SYSTEMS INC 18,312 20,296
    478160104 JOHNSON & JOHNSON 20,700 22,033
    717081103 PFIZER INC 15,716 14,650
    808513105 CHARLES SCHWAB CORP 24,280 31,506
    882508104 TEXAS INSTRUMENTS IN 22,728 29,543
    35137L105 FOX CORP CL A 17,599 14,851

    TY 2020 InvestmentsOtherSchedule2
    Name:
    BRIGHT WINGS FNDTN TR UA
    EIN:
    58-6346253
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    00770G847 JOHCM INTERNATIONAL AT COST 130,022 205,042
    722005816 PIMCO INVESTMENT GRA AT COST 42,185 45,767
    233203413 DFA US CORE EQUITY 1 AT COST 140,160 229,959
    00769G543 CAMBIAR INTL EQUITY      
    09257V201 BLACKSTONE ALT MULTI      
    81369Y803 TECHNOLOGY SELECT SE AT COST 100,099 144,322
    78462F103 SPDR S&P 500 ETF TRU AT COST 205,944 609,051
    589509207 MERGER FUND-INST      
    166764100 CHEVRON CORP COM      
    573284106 MARTIN MARIETTA MATE      
    017175100 ALLEGHANY CORP DEL C      
    037833100 APPLE INC COM      
    369550108 GENERAL DYNAMICS COR      
    844741108 SOUTHWEST AIRLS CO C      
    256746108 DOLLAR TREE INC COM      
    922908868 VANGUARD GROWTH INDE AT COST 152,928 260,111
    258620103 DOUBLELINE TOTAL RET AT COST 38,818 39,296
    00143W859 INVESCO DEVELOPING M AT COST 184,167 277,470
    92826C839 VISA INC CL A COM      
    009158106 AIR PRODUCTS & CHEMI      
    17275R102 CISCO SYS INC COM      
    808513105 SCHWAB CHARLES CORP      
    30254T759 FPA CRESCENT-I      
    64128K579 NEUBERGER BERMAN HI      
    09247X101 BLACKROCK INC CL A C      
    143130102 CARMAX INC COM      
    655844108 NORFOLK SOUTHERN COR      
    277902235 EATON VANCE ATLANTA AT COST 256,593 330,416
    143658300 CARNIVAL CORP PANAMA      
    92343V104 VERIZON COMMUNICATIO      
    949746101 WELLS FARGO & CO COM      
    743315103 PROGRESSIVE CORP OHI      
    084670702 BERKSHIRE HATHAWAY I      
    67103H107 O REILLY AUTOMOTIVE      
    717081103 PFIZER INC COM      
    02079K107 ALPHABET INC CL C      
    437076102 HOME DEPOT INC COM      
    548661107 LOWES COS INC COM      
    02209S103 ALTRIA GROUP INC COM      
    31428X106 FEDEX CORP COM      
    641069406 NESTLE SA SPONS ADR      
    651587107 NEWMARKET CORP COM      
    35137L105 FOX CORP CL A      
    110122108 BRISTOL MYERS SQUIBB      
    464287200 ISHARES CORE S&P 500 AT COST 82,463 107,737
    862121100 STORE CAPITAL CORP AT COST 20,562 31,160
    25264S866 DIAMOND HILL CORPORA AT COST 82,151 84,226
    46432F842 ISHARES CORE MSCI EA AT COST 173,353 207,823

    TY 2020 OtherDecreasesSchedule
    Name:
    BRIGHT WINGS FNDTN TR UA
    EIN:
    58-6346253
    Description Amount
    COST BASIS ADJUSTMENT 91
    2020 TRANSACTIONS POSTED IN 2021 3,148
    ROUNDING 1


    TY 2020 OtherExpensesSchedule
    Name:
    BRIGHT WINGS FNDTN TR UA
    EIN:
    58-6346253
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 4 4   0


    TY 2020 OtherIncreasesSchedule
    Name:
    BRIGHT WINGS FNDTN TR UA
    EIN:
    58-6346253
    Description Amount
    MUTUAL FUND EARNINGS 330
    2019 TRANSACTIONS POSTED IN 2020 3,686


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BRIGHT WINGS FNDTN TR UA
    EIN:
    58-6346253
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 1,600 1,600    


    TY 2020 TaxesSchedule
    Name:
    BRIGHT WINGS FNDTN TR UA
    EIN:
    58-6346253
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 61 61   0
    FEDERAL TAX PAYMENT - PRIOR YE 442 0   0
    FEDERAL ESTIMATES - PRINCIPAL 956 0   0
    FOREIGN TAXES ON QUALIFIED FOR 341 341   0
    FOREIGN TAXES ON NONQUALIFIED 12 12   0