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
SPAULDING-DWNTWN POCATELLO PFDN
 
Number and street (or P.O. box number if mail is not delivered to street address)4900 TIEDEMAN ROAD OH-01-49-0150
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKLYN, OH44144
A Employer identification number

94-3098511
B Telephone number (see instructions)

(866) 238-8650
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$584,450J 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... 12,991 12,757  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,863
b Gross sales price for all assets on line 6a 232,702
7 Capital gain net income (from Part IV, line 2)... 7,863
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........ 20,854 20,620  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 3,539 2,654   885
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 1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 307 107   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,846 2,761 0 1,885
25 Contributions, gifts, grants paid....... 24,560 24,560
26 Total expenses and disbursements. Add lines 24 and 25 29,406 2,761 0 26,445
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,552
b Net investment income (if negative, enter -0-) 17,859
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 Savings and temporary cash investments.........   18,740 18,740
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)   Click to see attachment10,664 11,638
b Investments—corporate stock (attach schedule).......   Click to see attachment94,824 116,462
c Investments—corporate bonds (attach schedule).......   Click to see attachment74,935 81,489
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 503,393 Click to see attachment295,607 356,121
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) 503,393 494,770 584,450
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........ 503,393 494,770
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)..... 503,393 494,770
30 Total liabilities and net assets/fund balances (see instructions). 503,393 494,770
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
503,393
2
Enter amount from Part I, line 27a .....................
2
-8,552
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
494,841
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
71
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
494,770
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 4.019 JOHCM INTERNATIONAL SELECT FUND $0.307   2018-09-25 2020-02-24
b 14.109 JOHCM INTERNATIONAL SELECT FUND $0.307     2020-03-24
c 9.884 JOHCM INTERNATIONAL SELECT FUND $0.307   2018-09-25 2020-03-24
d 10. JOHCM INTERNATIONAL SELECT FUND $0.307   2019-10-03 2020-03-24
e 34.774 JOHCM INTERNATIONAL SELECT FUND $0.307   2018-09-25 2020-03-24
18.352 JOHCM INTERNATIONAL SELECT FUND $0.307   2018-09-25 2020-05-04
19.957 JOHCM INTERNATIONAL SELECT FUND $0.307   2018-09-25 2020-05-04
29.296 JOHCM INTERNATIONAL SELECT FUND $0.307   2018-09-25 2020-07-08
32.812 JOHCM INTERNATIONAL SELECT FUND $0.307   2018-09-25 2020-07-08
6.447 JOHCM INTERNATIONAL SELECT FUND $0.307   2018-09-25 2020-11-24
7.793 JOHCM INTERNATIONAL SELECT FUND $0.307   2018-09-25 2020-11-24
13.975 AMERICAN BEACON FRONTIER MKT INC $0.756     2020-03-02
7.71 AMERICAN BEACON FRONTIER MKT INC $0.756   2019-03-27 2020-03-16
15.506 AMERICAN BEACON FRONTIER MKT INC $0.756   2019-03-27 2020-03-24
6.298 AMERICAN BEACON FRONTIER MKT INC $0.756   2019-03-27 2020-03-24
50.702 AMERICAN BEACON FRONTIER MKT INC $0.756     2020-05-04
55.586 AMERICAN BEACON FRONTIER MKT INC $0.756     2020-05-04
6.768 AMERICAN BEACON FRONTIER MKT INC $0.756   2019-10-03 2020-07-08
5.722 AMERICAN BEACON FRONTIER MKT INC $0.756     2020-07-08
5.43 AMERICAN BEACON FRONTIER MKT INC $0.756   2019-10-03 2020-08-27
2.609 AMERICAN BEACON FRONTIER MKT INC $0.756   2019-03-27 2020-08-27
4.727 AMERICAN BEACON FRONTIER MKT INC $0.756   2019-10-03 2020-08-28
3.03 AMERICAN BEACON FRONTIER MKT INC $0.756   2019-03-27 2020-08-28
13.722 PARAMETRIC VOL RSK PREMIUM-DEFENSIVE FD $0.129   2019-03-27 2020-02-24
11.311 PARAMETRIC VOL RSK PREMIUM-DEFENSIVE FD $0.129   2020-03-02 2020-05-04
11.496 PARAMETRIC VOL RSK PREMIUM-DEFENSIVE FD $0.129   2019-03-27 2020-05-04
1.581 PARAMETRIC VOL RSK PREMIUM-DEFENSIVE FD $0.129   2019-03-27 2020-08-27
3.226 PARAMETRIC VOL RSK PREMIUM-DEFENSIVE FD $0.129   2019-03-27 2020-08-28
30.584 FIRST EAGLE HIGH YIELD $0.466     2020-08-27
28.852 FIRST EAGLE HIGH YIELD $0.466     2020-08-28
8.151 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND $0.217   2017-06-09 2020-02-24
29.407 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND $0.217   2017-06-09 2020-03-24
62.303 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND $0.217     2020-03-24
68.579 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND $0.217   2017-06-09 2020-05-04
59.313 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND $0.217     2020-05-04
55.309 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND $0.217   2017-06-09 2020-07-08
62.886 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND $0.217   2017-06-09 2020-07-08
11.44 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND $0.217   2017-06-09 2020-11-24
2.332 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND $0.217   2017-06-09 2020-11-24
38.581 GUGGENHEIM TOTAL RETURN BOND FUND $0.757     2020-03-02
67.716 GUGGENHEIM TOTAL RETURN BOND FUND $0.757     2020-03-16
50.252 GUGGENHEIM TOTAL RETURN BOND FUND $0.757   2019-08-26 2020-03-24
67.045 GUGGENHEIM TOTAL RETURN BOND FUND $0.757     2020-03-24
8.358 GUGGENHEIM TOTAL RETURN BOND FUND $0.757   2017-02-22 2020-03-24
44.003 GUGGENHEIM TOTAL RETURN BOND FUND $0.757   2017-02-22 2020-05-04
40.257 GUGGENHEIM TOTAL RETURN BOND FUND $0.757   2017-02-22 2020-05-04
11.408 GUGGENHEIM TOTAL RETURN BOND FUND $0.757   2019-08-26 2020-08-27
9.443 GUGGENHEIM TOTAL RETURN BOND FUND $0.757   2017-02-22 2020-08-28
7. INVESCO S&P 500 EQUAL WEIGHT $1.61700   2020-08-28 2020-11-24
9. INVESCO S&P 500 EQUAL WEIGHT $1.61700   2020-08-27 2020-11-24
1. ISHARES BARCLAYS TIPS BOND FUND $1.49200   2019-08-26 2020-03-02
1. ISHARES BARCLAYS TIPS BOND FUND $1.49200   2019-08-26 2020-03-16
2. ISHARES BARCLAYS TIPS BOND FUND $1.49200     2020-03-24
2. ISHARES BARCLAYS TIPS BOND FUND $1.49200     2020-03-24
13. ISHARES BARCLAYS TIPS BOND FUND $1.49200   2019-03-27 2020-05-04
12. ISHARES BARCLAYS TIPS BOND FUND $1.49200   2019-03-27 2020-05-04
6. ISHARES S&P US PREFERRED STOCK CLOSED-END FUND     2020-08-27
5. ISHARES S&P US PREFERRED STOCK CLOSED-END FUND     2020-08-28
18. ISHARES MSCI USA MIN VOL FACTOR ETF $1.31200   2019-08-14 2020-02-24
7. ISHARES MSCI USA MIN VOL FACTOR ETF $1.31200   2020-03-02 2020-03-24
3. ISHARES MSCI USA MIN VOL FACTOR ETF $1.31200     2020-03-24
91. ISHARES MSCI USA MIN VOL FACTOR ETF $1.31200     2020-05-04
100. ISHARES MSCI USA MIN VOL FACTOR ETF $1.31200   2019-08-14 2020-05-04
342. ISHARES MSCI USA MIN VOL FACTOR ETF $1.31200     2020-07-08
377. ISHARES MSCI USA MIN VOL FACTOR ETF $1.31200     2020-07-08
24. ISHARES MSCI USA QUALITY FACTOR ETF $1.64800   2018-09-25 2020-02-24
7. ISHARES MSCI USA QUALITY FACTOR ETF $1.64800   2019-03-27 2020-03-24
19. ISHARES MSCI USA QUALITY FACTOR ETF $1.64800     2020-05-04
18. ISHARES MSCI USA QUALITY FACTOR ETF $1.64800   2018-09-25 2020-05-04
41. ISHARES MSCI USA QUALITY FACTOR ETF $1.64800   2018-09-25 2020-05-04
9. ISHARES MSCI USA QUALITY FACTOR ETF $1.64800   2018-09-25 2020-07-08
8. ISHARES MSCI USA QUALITY FACTOR ETF $1.64800   2018-09-25 2020-07-08
33. ISHARES MSCI USA MOMENTUM FACTOR ETF $1.53600   2017-03-23 2020-02-24
3. ISHARES MSCI USA MOMENTUM FACTOR ETF $1.53600   2019-10-03 2020-03-16
30. ISHARES MSCI USA MOMENTUM FACTOR ETF $1.53600   2017-03-23 2020-03-16
54. ISHARES MSCI USA MOMENTUM FACTOR ETF $1.53600   2017-03-23 2020-05-04
67. ISHARES MSCI USA MOMENTUM FACTOR ETF $1.53600   2017-03-23 2020-05-04
7. ISHARES MSCI USA MOMENTUM FACTOR ETF $1.53600     2020-05-04
45. ISHARES CORE MSCI EAFE ETF $1.58000     2020-03-16
61. ISHARES CORE MSCI EAFE ETF $1.58000     2020-03-24
10. ISHARES CORE MSCI EAFE ETF $1.58000   2019-08-14 2020-03-24
88. ISHARES CORE MSCI EAFE ETF $1.58000     2020-05-04
24. ISHARES CORE MSCI EAFE ETF $1.58000     2020-05-04
79. ISHARES CORE MSCI EAFE ETF $1.58000     2020-05-04
22. ISHARES CORE MSCI EAFE ETF $1.58000     2020-05-04
26.381 JPMORGAN US EQUITY FUND OPEN-END FUND INSTL CL   2016-03-15 2020-02-24
24.025 JPMORGAN US EQUITY FUND OPEN-END FUND INSTL CL   2020-03-02 2020-03-24
61.358 JPMORGAN US EQUITY FUND OPEN-END FUND INSTL CL     2020-03-24
60.538 JPMORGAN US EQUITY FUND OPEN-END FUND INSTL CL   2020-03-16 2020-05-04
1378.781 JPMORGAN US EQUITY FUND OPEN-END FUND INSTL CL     2020-05-04
1246.81 JPMORGAN US EQUITY FUND OPEN-END FUND INSTL CL     2020-05-04
62.033 JPMORGAN US EQUITY FUND OPEN-END FUND INSTL CL     2020-05-04
162.11 METROPOLITAN WEST T/R BOND FD $0.303   2016-03-15 2020-03-02
242.796 METROPOLITAN WEST T/R BOND FD $0.303   2016-03-15 2020-03-16
292.199 METROPOLITAN WEST T/R BOND FD $0.303     2020-03-24
209.429 METROPOLITAN WEST T/R BOND FD $0.303   2019-08-26 2020-03-24
41.232 METROPOLITAN WEST T/R BOND FD $0.303   2019-08-26 2020-08-27
34.179 METROPOLITAN WEST T/R BOND FD $0.303     2020-08-28
40.022 NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL     2020-03-24
4.355 NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL   2020-02-24 2020-05-04
4.394 NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL   2018-01-02 2020-05-04
64.41 NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL   2018-01-02 2020-07-08
57.388 NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL   2018-01-02 2020-07-08
22.045 NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL   2018-01-02 2020-11-24
22.189 NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL   2018-01-02 2020-11-24
23.154 PIMCO INCOME FUND $0.666     2020-03-02
23.318 PIMCO INCOME FUND $0.666   2019-03-27 2020-03-16
18.749 PIMCO INCOME FUND $0.666   2019-03-27 2020-03-24
24.668 PIMCO INCOME FUND $0.666   2019-03-27 2020-03-24
16.044 PIMCO INCOME FUND $0.666     2020-08-27
.96 PIMCO INCOME FUND $0.666   2019-03-27 2020-08-28
14.006 PIMCO INCOME FUND $0.666     2020-08-28
101.659 PIMCO MORTAGE OPP & BOND FD INST $0.357   2017-02-22 2020-03-02
45.556 PIMCO MORTAGE OPP & BOND FD INST $0.357   2019-12-10 2020-03-02
183.597 PIMCO MORTAGE OPP & BOND FD INST $0.357     2020-03-16
160.445 PIMCO MORTAGE OPP & BOND FD INST $0.357   2019-08-26 2020-03-24
243.944 PIMCO MORTAGE OPP & BOND FD INST $0.357     2020-03-24
179.712 PIMCO MORTAGE OPP & BOND FD INST $0.357     2020-05-04
113.591 PIMCO MORTAGE OPP & BOND FD INST $0.357   2017-02-22 2020-05-04
269.07 PIMCO MORTAGE OPP & BOND FD INST $0.357   2017-02-22 2020-05-04
52.283 PIMCO MORTAGE OPP & BOND FD INST $0.357     2020-05-04
44.122 PIMCO MORTAGE OPP & BOND FD INST $0.357   2017-02-22 2020-08-27
44.5 PIMCO MORTAGE OPP & BOND FD INST $0.357   2017-02-22 2020-08-28
20.3 PRINCIPAL MIDCAP FUND   2016-03-15 2020-02-24
18.814 PRINCIPAL MIDCAP FUND   2016-03-15 2020-03-16
4. PRINCIPAL MIDCAP FUND   2019-10-03 2020-03-16
1.827 PRINCIPAL MIDCAP FUND   2020-03-02 2020-03-24
18.515 PRINCIPAL MIDCAP FUND   2016-03-15 2020-07-08
1.341 PRINCIPAL MIDCAP FUND   2016-03-15 2020-07-08
15.008 PRINCIPAL MIDCAP FUND     2020-07-08
9.369 PRINCIPAL MIDCAP FUND   2016-03-15 2020-11-24
7.033 PRINCIPAL MIDCAP FUND   2016-03-15 2020-11-24
37.845 UNDISCOVERED MGRS BEHAVR VALUE FUND $0.826     2020-11-24
32.482 UNDISCOVERED MGRS BEHAVR VALUE FUND $0.826     2020-11-24
9. VANGUARD FTSE DEV MKTS ETF $1.11100   2020-05-04 2020-07-08
7. VANGUARD FTSE DEV MKTS ETF $1.11100   2020-05-04 2020-07-08
4. VANGUARD FTSE DEV MKTS ETF $1.11100   2020-08-27 2020-11-24
5. VANGUARD FTSE DEV MKTS ETF $1.11100   2020-08-28 2020-11-24
12.248 VANGUARD LONG-TERM TREASURY FUND $0.346   2017-02-22 2020-02-24
53.101 VANGUARD LONG-TERM TREASURY FUND $0.346   2017-02-22 2020-03-02
106.123 VANGUARD LONG-TERM TREASURY FUND $0.346   2017-02-22 2020-03-16
97.321 VANGUARD LONG-TERM TREASURY FUND $0.346   2017-02-22 2020-03-24
75.246 VANGUARD LONG-TERM TREASURY FUND $0.346   2017-02-22 2020-03-24
4.504 VANGUARD LONG-TERM TREASURY FUND $0.346   2020-05-04 2020-08-27
19.344 VIRTUS SEIX FLTG RATE HIGH INCOME FUND $0.450   2019-03-27 2020-03-02
8.804 VIRTUS SEIX FLTG RATE HIGH INCOME FUND $0.450   2019-03-27 2020-03-16
13.82 VIRTUS SEIX FLTG RATE HIGH INCOME FUND $0.450   2019-10-03 2020-08-27
12.939 VIRTUS SEIX FLTG RATE HIGH INCOME FUND $0.450     2020-08-28
26.412 VOYA SECURITIZED CREDIT FUND $0.486   2019-08-26 2020-03-02
35.365 VOYA SECURITIZED CREDIT FUND $0.486   2019-08-26 2020-03-16
17.657 VOYA SECURITIZED CREDIT FUND $0.486     2020-03-24
2.653 VOYA SECURITIZED CREDIT FUND $0.486   2019-08-26 2020-03-24
28.026 VOYA SECURITIZED CREDIT FUND $0.486     2020-05-04
397.632 VOYA SECURITIZED CREDIT FUND $0.486   2019-03-27 2020-05-04
360.367 VOYA SECURITIZED CREDIT FUND $0.486   2019-03-27 2020-05-04
26.704 VOYA SECURITIZED CREDIT FUND $0.486     2020-05-04
33.494 WESTERN ASSET CORE PLUS BOND $0.421   2020-07-08 2020-08-27
26.766 WESTERN ASSET CORE PLUS BOND $0.421   2020-07-08 2020-08-28
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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    
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    
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 93   96 -3
b 274   317 -43
c 192   236 -44
d 194   223 -29
e 676   831 -155
402   439 -37
437   477 -40
765   700 65
857   784 73
190   154 36
230   186 44
121   121  
60   67 -7
113   134 -21
46   54 -8
373   437 -64
409   479 -70
55   58 -3
46   49 -3
45   46 -1
21   23 -2
39   40 -1
25   26 -1
164   152 12
119   131 -12
121   127 -6
19   18 1
38   36 2
265   247 18
250   234 16
101   102 -1
269   366 -97
570   728 -158
707   854 -147
612   700 -88
652   689 -37
741   784 -43
153   143 10
31   29 2
1,083   1,028 55
1,909   1,803 106
1,369   1,386 -17
1,826   1,851 -25
228   222 6
1,241   1,170 71
1,135   1,071 64
338   315 23
280   251 29
873   781 92
1,122   1,005 117
121   117 4
113   117 -4
236   229 7
236   229 7
1,573   1,466 107
1,452   1,353 99
220   207 13
183   172 11
1,225   1,135 90
344   442 -98
147   191 -44
5,251   5,740 -489
5,769   6,305 -536
20,858   21,562 -704
23,008   23,750 -742
2,412   2,181 231
516   616 -100
1,682   1,767 -85
1,594   1,636 -42
3,629   3,726 -97
879   818 61
780   727 53
4,368   2,712 1,656
312   347 -35
3,121   2,468 653
6,308   4,438 1,870
7,825   5,511 2,314
818   836 -18
2,017   2,679 -662
2,822   3,696 -874
463   579 -116
4,528   4,580 -52
1,235   1,391 -156
4,066   4,111 -45
1,132   1,275 -143
434   353 81
303   378 -75
775   933 -158
905   734 171
20,613   18,593 2,020
18,640   16,861 1,779
927   976 -49
1,833   1,738 95
2,702   2,603 99
3,173   3,252 -79
2,274   2,327 -53
478   458 20
397   369 28
608   678 -70
72   85 -13
73   96 -23
1,282   1,411 -129
1,142   1,257 -115
495   483 12
498   486 12
277   279 -2
262   280 -18
198   225 -27
260   296 -36
188   190 -2
11   11  
164   166 -2
1,110   1,114 -4
497   498 -1
1,959   2,004 -45
1,622   1,750 -128
2,466   2,661 -195
1,900   1,960 -60
1,201   1,245 -44
2,844   2,949 -105
553   570 -17
481   484 -3
486   488 -2
656   412 244
420   382 38
89   119 -30
40   56 -16
552   376 176
40   27 13
448   455 -7
330   190 140
248   143 105
2,400   2,548 -148
2,060   2,184 -124
357   313 44
277   243 34
182   168 14
228   210 18
177   145 32
788   628 160
1,662   1,254 408
1,516   1,150 366
1,172   889 283
69   72 -3
159   165 -6
65   75 -10
109   116 -7
102   108 -6
274   274  
352   366 -14
153   183 -30
23   27 -4
247   289 -42
3,499   4,040 -541
3,171   3,662 -491
235   275 -40
417   414 3
334   331 3
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
      2,626
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       -3
b       -43
c       -44
d       -29
e       -155
      -37
      -40
      65
      73
      36
      44
       
      -7
      -21
      -8
      -64
      -70
      -3
      -3
      -1
      -2
      -1
      -1
      12
      -12
      -6
      1
      2
      18
      16
      -1
      -97
      -158
      -147
      -88
      -37
      -43
      10
      2
      55
      106
      -17
      -25
      6
      71
      64
      23
      29
      92
      117
      4
      -4
      7
      7
      107
      99
      13
      11
      90
      -98
      -44
      -489
      -536
      -704
      -742
      231
      -100
      -85
      -42
      -97
      61
      53
      1,656
      -35
      653
      1,870
      2,314
      -18
      -662
      -874
      -116
      -52
      -156
      -45
      -143
      81
      -75
      -158
      171
      2,020
      1,779
      -49
      95
      99
      -79
      -53
      20
      28
      -70
      -13
      -23
      -129
      -115
      12
      12
      -2
      -18
      -27
      -36
      -2
       
      -2
      -4
      -1
      -45
      -128
      -195
      -60
      -44
      -105
      -17
      -3
      -2
      244
      38
      -30
      -16
      176
      13
      -7
      140
      105
      -148
      -124
      44
      34
      14
      18
      32
      160
      408
      366
      283
      -3
      -6
      -10
      -7
      -6
       
      -14
      -30
      -4
      -42
      -541
      -491
      -40
      3
      3
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 7,863
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................................ 1 248
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........................... 3 248
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- ..... 5 248
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 403
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.............. 7 403
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 10 155
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet155 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)
    bulletID
    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 addressbullet  
    14
    The books are in care ofbulletKEYBANK NA Telephone no.bullet (216) 813-4556

    Located atbullet4900 TIEDEMAN RD OH-01-49-0150BROOKLYNOH ZIP+4bullet441442302
    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
    KEYBANK NATIONAL ASSOCIATION TRUSTEE
    1     		3,539    
    36 SOUTH STATE STREET
    DAYTON,UT84111
    KENT HAWKINS PRESIDENT
    1     		0    
    36 SOUTH STATE STREET
    SALT LAKE CITY,ID84111
    TIM IRWIN COMMITTEE MEMBER
    1     		0    
    36 SOUTH STATE STREET
    SALT LAKE CITY,UT84111
    JEROLD MYLER COMMITTEE MEMBER
    1     		0    
    36 SOUTH STATE STREET
    SALT LAKE CITY,UT84111
    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
    543,052
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    543,052
    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
    543,052
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    8,146
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    534,906
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    26,745
    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
    26,745
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    248
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    248
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    26,497
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    26,497
    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
    26,497
    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
    26,445
    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
    26,445
    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
    26,445
    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 26,497
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    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...... 782
    d From 2018...... 1,873
    e From 2019...... 0
    fTotal of lines 3a through e........ 2,655
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 26,445
    a Applied to 2019, but not more than line 2a 0
    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..... 26,445
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 52 52
    (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 2,603
    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 ..........     		0
    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 ......     		2,603
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 730
    c Excess from 2018.... 1,873
    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
    HISTORIC DOWNTOWN POCATELLO
    420 N MAIN ST
    POCATELLO,ID83204     		NONE PC FOR EXEMPT PURPOSE OF 7,805
    IDAHO STATE UNIVERSITY
    921 S 8TH AVE
    POCATELLO,ID83209     		NONE PC JAZZ & MUSIC FOUNDATION 11,715
    POCATELLO ART CENTER
    444 N MAIN ST
    POCATELLO,ID83204     		NONE I SCHOLARSHIP 2,940
    WESTSIDE PLAYERS
    1009 S 2ND AVE
    POCATELLO,ID83201     		NONE PC GENERAL OPERATING 2,100
    Total .................................bullet 3a 24,560
    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 12,991  
    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 7,863  
    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)..   20,854  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    20,854
    (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:
    SPAULDING-DWNTWN POCATELLO PFDN
    EIN:
    94-3098511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    SPAULDING-DWNTWN POCATELLO PFDN
    EIN:
    94-3098511
    Name of Bond End of Year Book Value End of Year Fair Market Value
    40168W525 GUGGENHEIM TOTAL RET 9,999 11,088
    592905509 METROPOLITAN WEST T/ 20,766 21,574
    72201F490 PIMCO INCOME FUND OP 5,589 5,710
    72201U638 PIMCO MORTAGE OPPORT 18,720 18,766
    74256W584 PRINCIPAL MIDCAP FUN 5,667 9,398
    957663503 WESTERN ASSET CORE P 14,194 14,953

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SPAULDING-DWNTWN POCATELLO PFDN
    EIN:
    94-3098511
    Name of Stock End of Year Book Value End of Year Fair Market Value
    00770G847 JOHCM INTERNATIONAL 7,105 8,883
    024525719 AMERICAN BEACON FRON 1,986 1,911
    27826A144 PARAMETRIC VOL RSK P 12,471 13,957
    38142V845 GOLDMAN SACHS INTL E 12,835 14,341
    46137V357 INVESCO S&P 500 EQUA 13,051 16,325
    464287200 ISHARES CORE S&P 500 33,191 42,419
    641224415 NEUBERGER BERMAN EME 10,279 14,831
    92837F755 VIRTUS SEIX FLTG RAT 3,906 3,795

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    SPAULDING-DWNTWN POCATELLO PFDN
    EIN:
    94-3098511
    US Government Securities - End of Year Book Value:

    10,664
    US Government Securities - End of Year Fair Market Value:

    11,638
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    SPAULDING-DWNTWN POCATELLO PFDN
    EIN:
    94-3098511
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEE ATTACHED      
    464288687 ISHARES PREFERRED & AT COST 2,554 2,888
    46432F339 ISHARES MSCI USA QUA AT COST 31,182 40,790
    904504842 UNDISCOVERED MGRS BE AT COST 7,931 9,513
    921943858 VANGUARD FTSE DEV MK AT COST 5,090 6,845
    JOHCM INTERNATIONAL SELECT AT COST 7,704 9,758
    AMERICAN BEACON FRONTIER AT COST 2,182 2,099
    PARAMETRIC VOL RSK AT COST 13,681 15,332
    FIRST EAGLE HIGH YIELD AT COST 4,622 5,235
    GOLDMAN SACHS INTL EQUITY AT COST 13,655 15,754
    GUGGENHEIM TOTAL RETURN BD FD AT COST 10,991 12,181
    INVESCO S&P 500 AT COST 14,290 17,856
    ISHARES CORE S&P 500 ETF AT COST 36,397 46,548
    ISHARES PREFERRED & INC SEC AT COST 2,792 3,158
    ISHARES MSCI USA QUALITY AT COST 34,620 44,857
    METROPOLITAN WEST BD FD AT COST 22,829 23,700
    NEUBERGER BERMAN EMERG AT COST 11,109 16,292
    PIMPCO INC FD AT COST 6,140 6,272
    PIMPCO MORTGAGE OPP BD FD AT COST 20,565 20,615
    PRINCIPAL MIDCAP FD AT COST 6,267 10,324
    UNDISCOVERED MGRS AT COST 8,448 10,450
    VANGUARD FTSE DEV ETF AT COST 5,582 7,506
    VANGUARD LONG-TERM TREASURY AT COST 7,091 7,552
    VIRTUS SEIX FLTG AT COST 4,292 4,169
    WESTERN ASSET CORE PLUS BD FD AT COST 15,593 16,427

    TY 2020 OtherDecreasesSchedule
    Name:
    SPAULDING-DWNTWN POCATELLO PFDN
    EIN:
    94-3098511
    Description Amount
    ROUNDING 1
    COST ADJUSTMENT FOR RETURN OF CAPITAL 70


    TY 2020 TaxesSchedule
    Name:
    SPAULDING-DWNTWN POCATELLO PFDN
    EIN:
    94-3098511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - PRINCIPAL 200 0   0
    FOREIGN TAXES ON QUALIFIED FOR 103 103   0
    FOREIGN TAXES ON NONQUALIFIED 4 4   0