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
VICTOR A & LOUISE R LESTER EDU FUND
 
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

82-3533400
B Telephone number (see instructions)

(804) 273-7445
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$2,677,385J 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 496 496  
4 Dividends and interest from securities... 37,165 37,012  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -23,000
b Gross sales price for all assets on line 6a 1,023,573
7 Capital gain net income (from Part IV, line 2)... 0
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........ 14,661 37,508  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 34,674 17,337   17,337
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)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 783 288   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 1,444     1,444
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,401 17,625 0 21,281
25 Contributions, gifts, grants paid....... 79,512 79,512
26 Total expenses and disbursements. Add lines 24 and 25 118,913 17,625 0 100,793
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -104,252
b Net investment income (if negative, enter -0-) 19,883
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............. 2,876 219 219
2 Savings and temporary cash investments......... 95,248 106,266 106,266
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 attachment702,681 1,324,389
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).......... 1,797,072 Click to see attachment982,260 1,246,511
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) 1,895,196 1,791,426 2,677,385
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........ 1,895,196 1,791,426
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)..... 1,895,196 1,791,426
30 Total liabilities and net assets/fund balances (see instructions). 1,895,196 1,791,426
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
1,895,196
2
Enter amount from Part I, line 27a .....................
2
-104,252
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,079
4
Add lines 1, 2, and 3 ..........................
4
1,792,023
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
597
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,791,426
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 45. CISCO SYSTEMS INC   2019-08-19 2020-01-14
b 45. CISCO SYSTEMS INC     2020-01-14
c 24. BOEING CO   2018-12-04 2020-01-28
d 24. BOEING CO     2020-01-28
e 169.411 BLACKSTONE ALT MULTI-STRAT-I   2019-12-16 2020-03-02
1. DIGITAL REALTY TRUST INC REIT   2019-08-19 2020-03-02
727.864 DOUBLELINE TOTL RET BND-I   2014-03-24 2020-03-02
3. FACEBOOK INC-A     2020-03-02
2. FIDELITY NATL INFORMATION SVCS INC   2019-08-19 2020-03-02
3. INCYTE CORPORATION   2019-09-05 2020-03-02
77. ISHARES US TREASURY BOND ETF   2019-12-16 2020-03-02
581. ISHARES US TREASURY BOND ETF   2016-02-08 2020-03-02
7. MERCK & CO INC   2019-08-19 2020-03-02
113.948 NEUBERGER BERMAN HIGH INCM BD-INS   2019-04-17 2020-03-02
1. NEXTERA ENERGY INC   2019-08-19 2020-03-02
945.349 PIMCO INVESTMENT GRD CORP-IN   2015-02-23 2020-03-02
8. QUANTA SERVICES INC   2020-01-28 2020-03-02
2. TRACTOR SUPPLY CO   2019-08-19 2020-03-02
21.926 VANGUARD M/B SEC INDEX-ADM   2015-02-23 2020-03-02
102.587 VANGUARD M/B SEC INDEX-ADM   2019-12-16 2020-03-02
10. VERIZON COMMUNICATIONS INC     2020-03-02
2. WALMART INC   2019-08-19 2020-03-02
32. NOMAD FOODS LTD   2019-03-08 2020-03-02
18. EOG RESOURCES INC     2020-03-09
62. EOG RESOURCES INC   2014-02-26 2020-03-09
57. SCHLUMBERGER LTD     2020-03-09
104. SCHLUMBERGER LTD     2020-03-09
.3576 INGERSOLL-RAND INC   2016-06-29 2020-03-16
78. MICRON TECHNOLOGY INC   2020-01-14 2020-03-19
30. PIONEER NATURAL RESOURCES CO   2018-11-20 2020-03-31
9. PIONEER NATURAL RESOURCES CO     2020-03-31
649.606 INVESCO DEVELOPING MARKETS FUND     2020-04-06
2621.758 CAMBIAR INTL EQUITY FUND-INS   2016-07-20 2020-04-06
246.342 CAMBIAR INTL EQUITY FUND-INS   2020-03-02 2020-04-06
200.441 JOHCM INTERNATIONAL SEL-I   2020-03-02 2020-04-06
1871.675 JOHCM INTERNATIONAL SEL-I     2020-04-06
299.583 BLACKSTONE ALT MULTI-STRAT-I   2019-12-16 2020-04-06
12497.323 BLACKSTONE ALT MULTI-STRAT-I     2020-04-06
3002.105 DOUBLELINE TOTL RET BND-I   2014-03-24 2020-04-06
1453. ISHARES MSCI EAFE SMALL CAP ETF     2020-04-06
47. ISHARES US TREASURY BOND ETF   2016-02-08 2020-04-06
1181.46 PIMCO INVESTMENT GRD CORP-IN   2015-02-23 2020-04-06
94.183 T ROWE PR QM US S/C GR EQ-I     2020-04-06
.4272 RAYTHEON TECHNOLOGIES CORP   2016-05-16 2020-04-23
98.494 INVESCO DEVELOPING MARKETS FUND   2019-08-19 2020-06-08
4. ADOBE INC   2020-04-06 2020-06-08
350.481 JOHCM INTERNATIONAL SEL-I   2015-12-28 2020-06-08
15. ALLSTATE CORP     2020-06-08
2. ALPHABET INC CL C   2019-08-19 2020-06-08
1. ALPHABET INC CL A   2019-08-19 2020-06-08
1. AMAZON.COM INC   2020-04-06 2020-06-08
2. AMGEN INC   2019-12-16 2020-06-08
11. APPLE INC     2020-06-08
28. APPLIED MATERIALS INC     2020-06-08
40.664 ARTISAN INTL VALUE FUND-ADV   2020-04-06 2020-06-08
10. ASSURANT INC     2020-06-08
99. BANK OF AMERICA CORP     2020-06-08
3. BERKSHIRE HATHAWAY INC-CL B   2018-11-06 2020-06-08
10. BOSTON SCIENTIFIC CORP   2019-08-19 2020-06-08
33. CAPITAL ONE FINANCIAL CORP     2020-06-08
19. CAPITAL ONE FINANCIAL CORP   2018-03-20 2020-06-08
9. CARDINAL HEALTH INC   2020-03-09 2020-06-08
11. CARLISLE COS INC   2019-09-05 2020-06-08
14. CISCO SYSTEMS INC   2020-04-06 2020-06-08
69. CITIZENS FINANCIAL GROUP INC     2020-06-08
5. CITIZENS FINANCIAL GROUP INC   2015-08-19 2020-06-08
19. COMCAST CORP-CL A     2020-06-08
22. CORTEVA INC   2016-12-05 2020-06-08
1. COSTCO WHOLESALE CORP   2020-03-02 2020-06-08
3. CROWN CASTLE INTL CORP REIT   2020-04-06 2020-06-08
3. DIGITAL REALTY TRUST INC REIT   2020-04-06 2020-06-08
2. DISNEY WALT CO NEW   2019-12-16 2020-06-08
10. DISNEY WALT CO NEW   2019-04-15 2020-06-08
6. DOW INC   2016-12-05 2020-06-08
4. DUPONT DE NEMOURS INC   2016-12-05 2020-06-08
551.718 EATON VANCE-ATLANTA SMID-R6     2020-06-08
6. ECOLAB INC   2019-08-19 2020-06-08
3. EMERSON ELEC CO   2020-01-28 2020-06-08
5. FACEBOOK INC-A   2019-10-29 2020-06-08
10. FIDELITY NATL INFORMATION SVCS INC     2020-06-08
14. HOME DEPOT INC     2020-06-08
4. HONEYWELL INTERNATIONAL INC   2019-08-19 2020-06-08
2. INTUITIVE SURGICAL INC   2019-08-19 2020-06-08
5. MASTERCARD INC CL A     2020-06-08
4. MCDONALDS CORP   2019-08-19 2020-06-08
4. MERCK & CO INC   2019-08-19 2020-06-08
23. MICROSOFT CORP     2020-06-08
11. NEXTERA ENERGY INC   2020-04-06 2020-06-08
19. NIKE INC-CLASS B     2020-06-08
6. NVIDIA CORP     2020-06-08
270.755 NUVEEN SMALL CAP VALUE-I   2018-03-07 2020-06-08
30. PNC FINL SVCS GROUP INC     2020-06-08
1. PROCTER & GAMBLE CO   2019-10-29 2020-06-08
10. RAYTHEON TECHNOLOGIES CORP     2020-06-08
11. SALESFORCE COM INC     2020-06-08
18.762 T ROWE PR QM US S/C GR EQ-I   2012-09-04 2020-06-08
93.393 T ROWE PR QM US S/C GR EQ-I     2020-06-08
1. THERMO FISHER SCIENTIFIC INC   2020-04-06 2020-06-08
10. TRACTOR SUPPLY CO   2019-08-19 2020-06-08
3. UNION PAC CORP   2019-08-19 2020-06-08
9. UNITEDHEALTH GROUP INC     2020-06-08
39.001 VAN ECK EMERGING MARKETS-I   2015-06-15 2020-06-08
17.081 VAN ECK EMERGING MARKETS-I   2020-03-02 2020-06-08
3. VERIZON COMMUNICATIONS INC   2019-08-19 2020-06-08
13. VISA INC CL A     2020-06-08
8. TRANE TECHNOLOGIES PLC   2019-08-19 2020-06-08
46. MCDONALDS CORP   2018-03-16 2020-07-21
20. MCDONALDS CORP     2020-07-21
163.571 JOHCM INTERNATIONAL SEL-I   2015-12-28 2020-10-05
1. AMGEN INC   2020-04-06 2020-10-05
1. ASSURANT INC   2020-03-02 2020-10-05
3. ASSURANT INC   2019-08-19 2020-10-05
14. BANK OF AMERICA CORP   2019-08-19 2020-10-05
4. BOSTON SCIENTIFIC CORP   2019-08-19 2020-10-05
10. CAPITAL ONE FINANCIAL CORP   2020-04-06 2020-10-05
2. CARLISLE COS INC   2019-09-05 2020-10-05
17. CITIZENS FINANCIAL GROUP INC   2015-08-19 2020-10-05
4. CORTEVA INC   2016-12-05 2020-10-05
2. COSTCO WHOLESALE CORP     2020-10-05
1. CROWN CASTLE INTL CORP REIT   2020-04-06 2020-10-05
3. DIGITAL REALTY TRUST INC REIT   2020-04-06 2020-10-05
3979.478 DOUBLELINE TOTL RET BND-I   2014-03-24 2020-10-05
3. DOW INC   2016-12-05 2020-10-05
3. HOME DEPOT INC   2020-04-06 2020-10-05
1091. ISHARES 1-5Y INV GRADE CORP ETF     2020-10-05
1584. ISHARES US TREASURY BOND ETF   2020-06-08 2020-10-05
919. ISHARES US TREASURY BOND ETF     2020-10-05
5397.567 NEUBERGER BERMAN HIGH INCM BD-INS     2020-10-05
411.031 NEUBERGER BERMAN HIGH INCM BD-INS     2020-10-05
1. NIKE INC-CLASS B   2019-08-19 2020-10-05
286.43 NUVEEN SMALL CAP VALUE-I     2020-10-05
1250.807 NUVEEN SMALL CAP VALUE-I     2020-10-05
8. PNC FINL SVCS GROUP INC   2020-04-06 2020-10-05
2605.324 PIMCO INVESTMENT GRD CORP-IN     2020-10-05
1395.945 PIMCO INVESTMENT GRD CORP-IN   2020-06-08 2020-10-05
9. QUANTA SERVICES INC   2020-01-28 2020-10-05
2. UNITEDHEALTH GROUP INC   2019-08-19 2020-10-05
198.014 VANGUARD M/B SEC INDEX-ADM     2020-10-05
1163.979 VANGUARD M/B SEC INDEX-ADM     2020-10-05
1. VISA INC CL A   2020-04-06 2020-10-05
1. XILINX INC   2019-05-02 2020-10-05
7. NOMAD FOODS LTD   2019-03-08 2020-10-05
1. TRANE TECHNOLOGIES PLC   2019-08-19 2020-10-05
285. CISCO SYSTEMS INC   2016-07-27 2020-10-06
85. CISCO SYSTEMS INC     2020-10-06
44. MICROSOFT CORP     2020-10-06
124. EMERSON ELEC CO     2020-12-03
105. PROCTER & GAMBLE CO     2020-12-03
30. PROCTER & GAMBLE CO     2020-12-03
60. SALESFORCE COM INC   2018-03-06 2020-12-03
25. SALESFORCE COM INC   2020-04-06 2020-12-03
209. VERIZON COMMUNICATIONS INC     2020-12-03
70. VERIZON COMMUNICATIONS INC     2020-12-03
2376. DOUBLELINE TOTL RET BND-I     2020-12-07
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(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 2,157   2,157  
b 2,157   1,387 770
c 7,602   8,503 -901
d 7,602   8,928 -1,326
e 1,811   1,869 -58
121   124 -3
7,941   7,963 -22
582   580 2
280   280  
227   238 -11
2,098   2,005 93
15,828   15,014 814
540   599 -59
964   971 -7
254   217 37
10,569   10,110 459
302   321 -19
177   204 -27
472   466 6
2,210   2,181 29
551   581 -30
215   229 -14
588   683 -95
681   1,326 -645
2,345   5,797 -3,452
901   1,773 -872
1,644   4,602 -2,958
8   6 2
2,860   4,510 -1,650
2,089   4,580 -2,491
627   1,135 -508
23,087   28,194 -5,107
50,574   62,476 -11,902
4,752   5,927 -1,175
4,083   4,548 -465
38,126   34,423 3,703
2,708   3,304 -596
112,976   133,450 -20,474
31,372   32,843 -1,471
63,561   89,121 -25,560
1,319   1,215 104
11,980   12,635 -655
2,882   3,649 -767
27   24 3
4,186   4,059 127
1,562   1,226 336
8,748   6,270 2,478
1,585   1,570 15
2,845   2,380 465
1,426   1,192 234
2,499   1,941 558
447   479 -32
3,630   2,945 685
1,677   1,499 178
1,359   1,097 262
1,160   1,276 -116
2,830   2,792 38
606   653 -47
387   431 -44
2,680   2,880 -200
1,543   1,884 -341
513   438 75
1,520   1,591 -71
663   567 96
2,112   2,242 -130
153   132 21
796   830 -34
653   781 -128
311   294 17
504   445 59
424   422 2
250   295 -45
1,251   1,320 -69
264   329 -65
226   314 -88
20,215   19,351 864
1,370   1,255 115
204   224 -20
1,145   948 197
1,424   1,399 25
3,535   2,664 871
645   669 -24
1,181   1,007 174
1,555   1,454 101
783   880 -97
325   342 -17
4,269   3,699 570
2,783   2,534 249
1,958   1,573 385
2,130   1,555 575
5,166   7,205 -2,039
3,919   3,764 155
117   124 -7
748   798 -50
1,910   1,616 294
741   330 411
3,688   3,569 119
350   295 55
1,203   1,018 185
552   507 45
2,778   2,286 492
683   607 76
299   309 -10
173   171 2
2,592   2,210 382
809   741 68
8,909   7,477 1,432
3,874   3,537 337
4,562   2,926 1,636
247   211 36
125   121 4
375   377 -2
343   387 -44
155   172 -17
762   466 296
250   289 -39
450   450  
119   142 -23
711   585 126
169   148 21
447   422 25
42,660   43,535 -875
144   165 -21
842   564 278
59,840   57,259 2,581
44,010   43,687 323
25,534   23,473 2,061
45,124   45,983 -859
3,436   3,342 94
127   82 45
5,159   5,227 -68
22,527   29,237 -6,710
908   722 186
28,737   27,768 969
15,397   15,146 251
500   361 139
630   495 135
4,293   4,205 88
25,235   25,413 -178
203   160 43
103   119 -16
181   149 32
125   93 32
11,071   8,776 2,295
3,302   3,422 -120
9,232   7,487 1,745
9,428   8,547 881
14,407   10,961 3,446
4,116   3,572 544
13,397   7,462 5,935
5,582   3,476 2,106
12,789   7,225 5,564
4,283   3,937 346
25,399   25,987 -588
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
      21,444
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        
b       770
c       -901
d       -1,326
e       -58
      -3
      -22
      2
       
      -11
      93
      814
      -59
      -7
      37
      459
      -19
      -27
      6
      29
      -30
      -14
      -95
      -645
      -3,452
      -872
      -2,958
      2
      -1,650
      -2,491
      -508
      -5,107
      -11,902
      -1,175
      -465
      3,703
      -596
      -20,474
      -1,471
      -25,560
      104
      -655
      -767
      3
      127
      336
      2,478
      15
      465
      234
      558
      -32
      685
      178
      262
      -116
      38
      -47
      -44
      -200
      -341
      75
      -71
      96
      -130
      21
      -34
      -128
      17
      59
      2
      -45
      -69
      -65
      -88
      864
      115
      -20
      197
      25
      871
      -24
      174
      101
      -97
      -17
      570
      249
      385
      575
      -2,039
      155
      -7
      -50
      294
      411
      119
      55
      185
      45
      492
      76
      -10
      2
      382
      68
      1,432
      337
      1,636
      36
      4
      -2
      -44
      -17
      296
      -39
       
      -23
      126
      21
      25
      -875
      -21
      278
      2,581
      323
      2,061
      -859
      94
      45
      -68
      -6,710
      186
      969
      251
      139
      135
      88
      -178
      43
      -16
      32
      32
      2,295
      -120
      1,745
      881
      3,446
      544
      5,935
      2,106
      5,564
      346
      -588
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -23,000
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................................ 1 276
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........................... 3 276
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- ..... 5 276
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 972
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.............. 7 972
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 696
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet276 RefundedBullet 11 420
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)
    bulletVA
    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 (804) 273-7445

    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     		34,674    
    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
    2,308,373
    b
    Average of monthly cash balances.......................
    1b
    76,441
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,384,814
    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
    2,384,814
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    35,772
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,349,042
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    117,452
    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
    117,452
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    276
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    276
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    117,176
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    117,176
    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
    117,176
    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
    100,793
    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
    100,793
    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
    100,793
    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 7 117,176
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 79,512
    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$ 100,793
    a Applied to 2019, but not more than line 2a 79,512
    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..... 21,281
    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 ..........     		95,895
    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 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
    COMMUNITY FOUNDATION OF WESTERN VA
    PO BOX 1124
    MARTINSVILLE,VA24114     		NONE PC GENERAL OPERATING 79,512
    Total .................................bullet 3a 79,512
    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 ...........     		    14 496  
    4 Dividends and interest from securities....     14 37,165  
    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 -23,000  
    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)..   14,661  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    14,661
    (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:
    VICTOR A & LOUISE R LESTER EDU FUND
    EIN:
    82-3533400
    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:
    VICTOR A & LOUISE R LESTER EDU FUND
    EIN:
    82-3533400
    Name of Stock End of Year Book Value End of Year Fair Market Value
    37833100 APPLE INC 16,465 92,220
    14040H105 CAPITAL ONE FINANCIA 7,018 16,805
    907818108 UNION PAC CORP 10,075 29,984
    92826C839 VISA INC CL A 5,726 28,216
    654106103 NIKE INC-CLASS B 15,004 29,567
    23135106 AMAZON.COM INC 39,744 78,166
    883556102 THERMO FISHER SCIENT 15,285 30,741
    91324P102 UNITEDHEALTH GROUP I 14,193 32,613
    22160K105 COSTCO WHOLESALE COR 15,590 32,026
    84670702 BERKSHIRE HATHAWAY IN 21,449 24,578
    174610105 CITIZENS FINANCIAL G 9,964 14,948
    02079K107 ALPHABET INC CL C 10,787 38,541
    20002101 ALLSTATE CORP 7,661 15,170
    31162100 AMGEN INC 8,164 20,003
    166764100 CHEVRON CORP 18,371 16,552
    278865100 ECOLAB INC 5,246 12,549
    437076102 HOME DEPOT INC 6,183 33,999
    438516106 HONEYWELL INTERNATIO 9,435 17,016
    46120E602 INTUITIVE SURGICAL I 10,762 19,634
    67066G104 NVIDIA CORP 14,551 31,854
    693475105 PNC FINL SVCS GROUP 9,285 21,456
    58933Y105 MERCK & CO INC 11,839 21,595
    G6564A105 NOMAD FOODS LTD 11,902 15,786
    594918104 MICROSOFT CORP 25,887 96,975
    931142103 WALMART INC 20,834 27,533
    04621X108 ASSURANT INC 10,745 14,848
    892356106 TRACTOR SUPPLY CO 10,349 16,448
    02079K305 ALPHABET INC CL A 6,043 22,784
    65339F101 NEXTERA ENERGY INC 14,627 30,860
    30303M102 FACEBOOK INC-A 33,330 37,969
    60505104 BANK OF AMERICA CORP 10,719 27,279
    101137107 BOSTON SCIENTIFIC CO 12,690 15,494
    254687106 DISNEY WALT CO NEW 7,812 31,344
    38222105 APPLIED MATERIALS INC 11,209 19,676
    142339100 CARLISLE COS INC 12,211 14,056
    260557103 DOW INC 8,339 10,046
    478160104 JOHNSON & JOHNSON 15,425 17,627
    499049104 KNIGHT-SWIFT TRANSN 12,998 12,002
    617446448 MORGAN STANLEY 15,281 16,310
    747525103 QUALCOMM INC 20,071 25,288
    983919101 XILINX INC 11,955 16,162
    7.5513E+105 RAYTHEON TECHNOLOG 10,109 12,514
    7.4762E+106 QUANTA SERVICES IN 8,353 15,844
    00724F101 ADOBE INC 18,793 26,506
    14149Y108 CARDINAL HEALTH INC 10,065 11,140
    20030N101 COMCAST CORP-CL A 14,435 19,178
    22052L104 CORTEVA INC 8,193 11,539
    26614N102 DUPONT DE NEMOURS IN 8,213 8,960
    31620M106 FIDELITY NATL INFORM 13,182 15,985
    45337C102 INCYTE CORPORATION 5,948 6,437
    45687V106 INGERSOLL-RAND INC 11,527 14,625
    57636Q104 MASTERCARD INC CL A 22,042 27,127
    66987V109 NOVARTIS AG SPONSORE 9,485 10,104
    G8994E103 TRANE TECHNOLOGIES P 7,112 17,710

    TY 2020 InvestmentsOtherSchedule2
    Name:
    VICTOR A & LOUISE R LESTER EDU FUND
    EIN:
    82-3533400
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    92206C755 VANGUARD MORTGAGE-BA AT COST 40,500 41,265
    87283A102 T. ROWE PRICE QM US AT COST 29,334 53,979
    722005816 PIMCO INVESTMENT GRA AT COST 84,466 94,318
    46429B267 ISHARES US TREASURY AT COST 154,217 166,654
    253868103 DIGITAL REALTY TRUST AT COST 9,375 11,998
    22822V101 CROWN CASTLE INTERNA AT COST 9,809 14,805
    00769G543 CAMBIAR INTL EQUITY      
    00770G847 JOHCM INTERNATIONAL AT COST 109,145 184,613
    09257V201 BLACKSTONE ALT MULTI      
    258620103 DOUBLELINE TOTAL RET AT COST 25,360 25,416
    921075438 VAN ECK EMERGING MAR AT COST 36,801 56,471
    670678200 NUVEEN SMALL CAP VAL      
    254687106 WALT DISNEY CO COM      
    260557103 DOW INC      
    22052L104 CORTEVA INC      
    038222105 APPLIED MATLS INC CO      
    654106103 NIKE INC CL B COM      
    742718109 PROCTER & GAMBLE CO      
    65339F101 NEXTERA ENERGY INC C      
    30303M102 FACEBOOK INC CL A CO      
    037833100 APPLE INC COM      
    278865100 ECOLAB INC COM      
    437076102 HOME DEPOT INC COM      
    438516106 HONEYWELL INTL INC C      
    46120E602 INTUITIVE SURGICAL I      
    66987V109 NOVARTIS AG ADR      
    67066G104 NVIDIA CORP COM      
    693475105 PNC FINL SVCS GROUP      
    58933Y105 MERCK AND INC COM      
    G6564A105 NOMAD FOODS LTD      
    020002101 ALLSTATE CORP COM      
    20030N101 COMCAST CORP COM CL      
    26875P101 EOG RESOURCES INC CO      
    580135101 MCDONALDS CORP COM      
    723787107 PIONEER NATURAL RESO      
    907818108 UNION PACIFIC CORP C      
    31620M106 FIDELITY NATL INFORM      
    92826C839 VISA INC CL A COM      
    464288273 ISHARES TR MSCI SMAL      
    00143W859 INVESCO DEVELOPING M AT COST 86,005 130,064
    14040H105 CAPITAL ONE FINL COR      
    22160K105 COSTCO WHOLESALE COR      
    45337C102 INCYTE CORP COM      
    478160104 JOHNSON & JOHNSON CO      
    92343V104 VERIZON COMMUNICATIO      
    084670702 BERKSHIRE HATHAWAY I      
    174610105 CITIZENS FINANCIAL G      
    02079K107 ALPHABET INC CL C      
    04621X108 ASSURANT INC COM      
    097023105 BOEING CO COM      
    17275R102 CISCO SYS INC COM      
    806857108 SCHLUMBERGER LTD COM      
    892356106 TRACTOR SUPPLY CO CO      
    G47791101 INGERSOLL-RAND PLC C      
    02079K305 ALPHABET INC CL A      
    00724F101 ADOBE SYSTEMS INC CO      
    031162100 AMGEN INC COM      
    142339100 CARLISLE COS INC COM      
    166764100 CHEVRON CORP COM      
    594918104 MICROSOFT CORP COM      
    79466L302 SALESFORCE COM INC C      
    931142103 WAL-MART STORES INC      
    983919101 XILINX INC COM      
    57636Q104 MASTERCARD INC CL A      
    277902235 EATON VANCE ATLANTA AT COST 109,391 152,227
    26614N102 DUPONT DE NEMOURS IN      
    023135106 AMAZON INC COM      
    755111507 RAYTHEON CO NEW COM      
    883556102 THERMO FISHER SCIENT      
    91324P102 UNITEDHEALTH GROUP I      
    64128K868 NEUBERGER BERMAN HIG      
    060505104 BANK OF AMERICA CORP      
    101137107 BOSTON SCIENTIFIC CO      
    256210105 DODGE & COX INCOME F AT COST 25,411 24,934
    464285105 ISHARES GOLD TRUST AT COST 73,684 73,136
    464288620 ISHARES BROAD USD IN AT COST 77,948 79,631
    04314H857 ARTISAN INTERNATIONA AT COST 57,180 82,107
    25264S866 DIAMOND HILL CORPORA AT COST 53,634 54,893

    TY 2020 OtherDecreasesSchedule
    Name:
    VICTOR A & LOUISE R LESTER EDU FUND
    EIN:
    82-3533400
    Description Amount
    2020 TRANSACTION POSTED IN 2021 445
    COST BASIS ADJUSTMENT 152


    TY 2020 OtherExpensesSchedule
    Name:
    VICTOR A & LOUISE R LESTER EDU FUND
    EIN:
    82-3533400
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ALLOCABLE EXPENSE-PRINCI 722 0   722
    OTHER ALLOCABLE EXPENSE-INCOME 722 0   722


    TY 2020 OtherIncreasesSchedule
    Name:
    VICTOR A & LOUISE R LESTER EDU FUND
    EIN:
    82-3533400
    Description Amount
    2019 TRANSACTION POSTED IN 2020 1,079


    TY 2020 TaxesSchedule
    Name:
    VICTOR A & LOUISE R LESTER EDU FUND
    EIN:
    82-3533400
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 96 96   0
    FEDERAL ESTIMATES - PRINCIPAL 495 0   0
    FOREIGN TAXES ON QUALIFIED FOR 192 192   0