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
THE CADY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)712 S PRICE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO63124
A Employer identification number

43-6917765
B Telephone number (see instructions)

(314) 578-0205
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$1,693,185J 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 13,360 13,360 13,360
4 Dividends and interest from securities... 13,039 12,738 13,039
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 155,427
b Gross sales price for all assets on line 6a 646,625
7 Capital gain net income (from Part IV, line 2)... 155,427
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 100   100
12 Total. Add lines 1 through 11........ 181,926 181,525 26,499
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,000      
c Other professional fees (attach schedule).... Click to see attachment 10,789 10,789    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 864 864    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 227 227    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,880 11,880   0
25 Contributions, gifts, grants paid....... 76,778 76,778
26 Total expenses and disbursements. Add lines 24 and 25 90,658 11,880   76,778
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 91,268
b Net investment income (if negative, enter -0-) 169,645
c Adjusted net income (if negative, enter -0-)... 26,499
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.............   1,825 1,825
2 Savings and temporary cash investments......... 539,754 554,917 576,088
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 600 500 500
10a Investments—U.S. and state government obligations (attach schedule) 60,281 Click to see attachment129,390 129,157
b Investments—corporate stock (attach schedule)....... 658,353 Click to see attachment663,624 985,615
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,258,988 1,350,256 1,693,185
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........... 1,258,988 1,350,256
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,258,988 1,350,256
30 Total liabilities and net assets/fund balances (see instructions). 1,258,988 1,350,256
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
1,258,988
2
Enter amount from Part I, line 27a .....................
2
91,268
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,350,256
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,350,256
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 38 ALPHASIMPLEX MGD FUTS STRAT P 2019-12-30 2020-01-16
b 779 ALPHAIMPLEX MGD FUTS STRAT P 2016-01-20 2020-01-16
c 120 STONE RIDGE TR II P 2016-03-21 2020-05-29
d 406 AMERICAN BEACON SMALL CAP P 2009-04-29 2020-12-07
e 649 AMERICAN BEACON INTL P 2020-01-16 2020-06-23
502 AMERICAN BEACON SMALL CAP P 2015-12-22 2020-01-16
35 STONE RIDGE TR II P 2016-03-21 2020-08-21
547 ISHARES RUSSELL 1000 GROWTH P 2006-02-24 2020-01-16
191 AMERICAN BEACON INTL P 2020-01-16 2020-07-23
2731 AQR MANAGED FUT STRAT P 2018-01-29 2020-01-16
15 STONE RIDGE TR II P 2016-03-21 2020-11-20
154 ISHARES RUSSELL 1000 GROWTH P 2006-02-24 2020-06-23
88 AQR MANAGED FUTURES STRAT P 2019-12-23 2020-01-16
25000 DISCOVER BANK 2.65 MATURED P 2014-10-08 2020-04-08
166 VANGUARD MID CAP VALUE P 2015-03-11 2020-01-16
41 ISHARES RUSSELL 1000 GROWTH P 2006-02-24 2020-07-23
15 GOLDMAN SACHS MULTI-MGR P 2019-12-30 2020-01-16
25000 GOLDMAN SACHS BK 2.35 MATURED P 2014-10-08 2020-04-06
58 VANGUARD MID CAP VALUE P 2015-03-11 2020-06-23
14 ISHARES RUSSELL 1000 GROWTH P 2006-02-24 2020-10-23
487 HARDING LOEVNER INSTL EMERG P 2020-01-16 2020-07-23
25000 GOLDMAN SACHS BK 2.3 MATURED P 2014-10-08 2020-04-06
171 VANGUARD SMALL CAP GROWTH P 2013-12-11 2020-01-16
30 ISHARES RUSSELL 1000 GROWTH P 2006-02-24 2020-12-22
60000 HONOLULU HI 2.389 MATURED P 2019-10-12 2020-04-08
1510 GOLDMAN SACHS MULTI-MGR P 2017-05-02 2020-01-16
60 VANGUARD SMALL CAP GROWTH P 2013-12-11 2020-06-23
14 ISHARES RUSSELL 1000 VALUE P 2019-10-01 2020-07-23
2 ISHARES RUSSELL 1000 VALUE P 2019-06-24 2020-07-23
8 VANGUARD SMALL CAP GROWTH P 2013-12-11 2020-07-23
268 JHANCOCK MULTI-ASSET ABSOLUTE P 2019-08-22 2020-01-16
74 ISHARES RUSSELL 1000 VALUE P 2019-06-24 2020-12-07
573 VERSUS CAP MULTI-MGR REAL P 2018-06-13 2020-04-17
10 OAKMARK INTL SMALL CAP P 2019-12-12 2020-01-16
741 IVY MID CAP GROWTH P 2018-12-13 2020-01-16
128 VERSUS CAP MULTI-MGR REAL P 2018-06-13 2020-07-17
8 VANGUARD MID CAP VALUE P 2019-07-03 2020-06-23
163 IVY MID CAP GROWTH P 2018-12-13 2020-06-23
153 VERSUS CAP MULTI-MGR REAL P 2018-06-13 2020-10-16
32 VERSUS CAP MULTI-MGR REAL P 2019-07-11 2020-04-17
69 IVY MID CAP GROWTH P 2018-12-13 2020-07-23
548 VERSUS CAP REAL ASSETS P 2018-06-13 2020-05-15
10 VERSUS CAP MULTI-MGR REAL P 2020-01-08 2020-07-17
1534 JHANCOCK MULTI-ASSET ABS P 2016-03-23 2020-01-16
212 WM BLAIR INTL GROWTH P 2017-12-14 2020-07-23
18 VERSUS CAP REAL ASSETS FD P 2019-08-08 2020-05-15
2638 OAKMARK INTL SMALL CAP P 2017-04-11 2020-01-16
109 AMERICAN BEACON SMALL CAP P 2009-04-29 2020-01-16
420 WILLIAM BLAIR INTL GROWTH P 2020-01-16 2020-06-23
1124 STONE RIDGE TR II P 2016-03-21 2020-02-28
489 AMERICAN BEACON SMALL CAP P 2009-04-29 2020-06-23
(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 365   356 9
b 7,482   8,822 -1,340
c 944   1,231 -287
d 10,000   4,840 5,160
e 10,000   11,956 -1,956
12,322   10,233 2,089
1,446   1,833 -387
100,269   28,518 71,751
3,000   3,523 -523
22,972   26,359 -3,387
643   794 -151
29,910   8,028 21,882
747   735 12
25,132   25,015 117
20,102   15,285 4,817
8,229   2,137 6,092
170   168 2
25,118   25,000 118
5,656   5,247 409
3,107   730 2,377
10,000   11,409 -1,409
25,129   25,000 129
35,246   19,960 15,286
7,182   1,564 5,618
60,016   60,083 -67
16,159   15,704 455
12,110   7,003 5,107
1,688   1,688  
322   322  
1,669   934 735
2,519   2,436 83
10,025   8,565 1,460
15,298   15,336 -38
162   159 3
23,000   17,703 5,297
3,397   3,419 -22
875   973 -98
5,500   3,898 1,602
4,090   4,107 -17
856   878 -22
2,500   1,669 831
13,186   13,153 33
289   303 -14
14,378   15,464 -1,086
7,000   5,381 1,619
453   470 -17
42,689   41,042 1,647
2,678   1,300 1,378
13,000   13,126 -126
8,839   11,512 -2,673
9,000   5,827 3,173
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       9
b       -1,340
c       -287
d       5,160
e       -1,956
      2,089
      -387
      71,751
      -523
      -3,387
      -151
      21,882
      12
      117
      4,817
      6,092
      2
      118
      409
      2,377
      -1,409
      129
      15,286
      5,618
      -67
      455
      5,107
       
       
      735
      83
      1,460
      -38
      3
      5,297
      -22
      -98
      1,602
      -17
      -22
      831
      33
      -14
      -1,086
      1,619
      -17
      1,647
      1,378
      -126
      -2,673
      3,173
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 2 155,427
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 -4,123
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 2,358
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,358
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,358
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 500
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,858
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMO
    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 addressbulletNONE
    14
    The books are in care ofbulletPHILIP B CADY JR Telephone no.bullet (314) 578-0205

    Located atbullet712 S PRICE ROADST LOUISMO ZIP+4bullet63124
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years 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
    PHILIP B CADY JR TRUSTEE
    0.00     		0 0 0
    712 S PRICE ROAD
    ST LOUIS,MO63124
    WILLIAM R CADY II TRUSTEE
    0.00     		0 0 0
    22 BROADVIEW FARM
    ST LOUIS,MO63141
    GEORGIA P CADY TRUSTEE
    0.00     		0 0 0
    12 TREMONT
    CHARLESTOWN,MA02129
    BARBARA MACON TRUSTEE
    0.00     		0 0 0
    32 W BRENTMOOR PARK
    CLAYTON,MO63105
    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  
    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.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,528,535
    b
    Average of monthly cash balances.......................
    1b
    15,710
    c
    Fair market value of all other assets (see instructions)................
    1c
    667
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,544,912
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,544,912
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    23,174
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,521,738
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    76,087
    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
    76,087
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,358
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,358
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    73,729
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    73,729
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    73,729
    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
    76,778
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    76,778
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    76,778
    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 73,729
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 7,362
    b From 2016...... 4,342
    c From 2017...... 1,275
    d From 2018...... 9,235
    e From 2019...... 4,306
    fTotal of lines 3a through e........ 26,520
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 76,778
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 73,729
    e Remaining amount distributed out of corpus 3,049
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 29,569
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		7,362
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		22,207
    10 Analysis of line 9:
    a Excess from 2016.... 4,342
    b Excess from 2017.... 1,275
    c Excess from 2018.... 9,235
    d Excess from 2019.... 4,306
    e Excess from 2020.... 3,049
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    PHILIP B CADY JR
    712 S PRICE ROAD
    ST LOUIS,MO63124
    (314) 578-0205
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN LETTER
    cAny submission deadlines:
    NONE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE.
    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
    BEST BUDDIES
    10425 OLD OLIVE ST
    ST LOUIS,MO63141     		N/A PUBLIC CHAR YOUTH PROGRAMS 4,528
    BIRDIES 4 BIPOLAR
    9187 WRENWOOD LANE
    ST LOUIS,MO63144     		N/A PUBLIC CHAR GENERAL CHARITABLE PURPOSES 500
    BJC HOSPICE
    LUMINA PROGRAM
    1001 HIGHLANDS PLAZA DR
    STE 140
    ST LOUIS,MO63110     		N/A PUBLIC CHAR GENERAL CHARITABLE PURPOSES 1,000
    BOYS HOPE GIRLS HOPE
    8027 ELINOR AVE
    RICHMOND HEIGHTS,MO63117     		N/A PUBLIC CHAR YOUTH PROGRAMS 1,250
    CHARLESTOWN BOYS & GIRLS
    15 GREEN ST
    CHARLESTOWN,MA02109     		N/A PUBLIC CHAR GENERAL CHARITABLE PURPOSES 250
    CHARLESTOWN LACROSSELRNG
    14 GREEN ST
    CHARLESTOWN,MA02129     		N/A LEARNING CTR YOUTH PROGRAMS 250
    CITY ACADEMY
    4175 N KINGSHIGHWAY
    ST LOUIS,MO63115     		N/A PRVT SCHOOL EDUCATION 10,000
    COLGATE UNIVERSITY
    13 OAK DRIVE
    HAMILTON,NY13346     		N/A PVT SCHOOL EDUCATION 5,000
    DANA HALL SCHOOL
    45 DANA RD
    WELLESLEY,MA02482     		N/A PRVT SCHOOL EDUCATION 500
    EASTER SEALS MIDWEST
    11933 WESTLINE INDUSTRIAL
    ST LOUIS,MO63146     		N/A PUBLIC CHAR GENERAL CHARITABLE PURPOSES 8,750
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104     		N/A PUBLIC CHAR GENERAL CHARITABLE PURPOSES 500
    FEEDING AMERICA
    PO BOX 96749
    WASHINGTON,DC200906749     		N/A FOOD PANTRY FOOD FOR NEEDY 500
    FRIENDS OF WINGS
    1001 HIGHLANDS PLAZA DR
    STE 160
    ST LOUIS,MO63110     		NONE PUBLIC CHAR GENERAL CHARITABLE PURPOSES 1,500
    HARVEST ON THE VINE
    46 WINTHROP
    CHARLESTOWN,MA02129     		N/A FOOD PANTRY FOOD FOR THE NEEDY 500
    HIGH MOUNTAIN INSTITUTE
    PO BOX 970
    LEADVILLE,CO80461     		N/A PRIV SCHOOL EDUCATION 500
    HOMESTART INC
    105 CHAUNCY STREET
    SUITE 502
    BOSTON,MA02111     		N/A PUBLIC CHAR GENERAL CHARITABLE PURPOSES 500
    JOHN BURROUGHS SCHOOL
    755 S PRICE RD
    ST LOUIS,MO63124     		N/A PRVT SCHOOL EDUCATION 500
    MICDS
    101 N WARSON RD
    ST LOUIS,MO63124     		N/A PRVT SCHOOL EDUCATION 350
    MISSOURI BOTANICAL GARDEN
    4344 SHAW BLVD
    ST LOUIS,MO63110     		N/A PUBLIC CHAR PUBLIC PARK 1,000
    NEW ENGLAND AQUARIUM
    1 CENTRAL WHARF
    BOSTON,MA02110     		N/A PUBLIC AQUAR GENERAL CHARITABLE PURPOSES 500
    PAN MASS CHALLENGE
    77 4TH AVENUE
    NEEDHAM,MA02494     		N/A PUBLIC CHAR GENERAL CHARITABLE PURPOSES 1,000
    PLANNED PARENTHOOD
    4251 FOREST PARK AVE
    ST LOUIS,MO63108     		N/A PUBLIC CHAR GENERAL CHARITABLE PURPOSES 250
    RAINBOW VILLAGE
    1240 DAUTEL LANE
    ST LOUIS,MO63146     		N/A PUBLIC CHAR GENERAL CHARITABLE PURPOSES 1,000
    RESTAURANT COMMUNITY WORKER'S
    FOUNDATION
    575 GRAND STREET E1507
    NEW YORK,NY10002     		N/A PUBLIC CHAR GENERAL CHARITABLE PURPOSES 500
    ROSIE'S PLACE
    889 HARRISON AVENUE
    BOSTON,MA02118     		N/A PUBLIC CHAR GENERAL CHARITABLE PURPOSES 500
    ROTARY WELFARE FUND
    405 WASHINGTON AVE
    ST LOUIS,MO63102     		N/A PUBLIC CHAR PUBLIC WELFARE 500
    SALVATION ARMY
    1130 HAMPTON AVE 3147
    ST LOUIS,MO63139     		N/A PUBLIC CHAR GENERAL WELFARE 500
    SPRINGBOARD
    3910 PAPIN ST STE 402
    ST LOUIS,MO63103     		N/A PUBLIC CHAR GENERAL CHARITABLE PURPOSES 1,000
    ST LAWRENCE UNIVERSITY
    23 ROMODA DR
    CANTON,NY13617     		N/A PRVT COLLEGE EDUCATION 5,000
    ST LOUIS ARC
    1177 N WARSON RD
    ST LOUIS,MO63132     		NONE PUBLIC CHAR GENERAL CHARITABLE PURPOSES 1,000
    ST LUKES HOSPITAL
    232 S WOODS MILL RD
    CHESTERFIELD,MO63017     		N/A HOSPITAL MEDICAL RESEARCH 1,250
    ST PATRICK'S CENTER
    800 N TUCKER BLVD
    ST LOUIS,MO63101     		N/A PUBLIC CHAR GENERAL CHARITABLE PURPOSES 1,000
    THE ADVENT SCHOOL
    15 BRIMMER ST
    BOSTON,MA02108     		N/A PRVT SCHOOL EDUCATION 250
    THE GATHERING
    PO BOX 435010
    ST LOUIS,MO63143     		NONE PUBLIC CHAR GENERAL CHARITABLE PURPOSES 2,500
    THE GREATER BOSTON FOOD BANK
    70 SOUTH BAY AVENUE
    BOSTON,MA02118     		N/A FOOD BANK FOOD FOR NEEDY 500
    THE LITTLE BIT FOUNDATION
    516 HANLEY INDUSTRIAL CT
    BRENTWOOD,MO63144     		N/A PUBLIC CHAR GENERAL CHARITABLE PURPOSES 1,000
    TIDES FOUNDATION
    BLACK LIVES MATTER
    PO BOX 399389
    SAN FRANCISCO,CA941399389     		N/A EXEMPT GENERAL CHARITABLE PURPOSES 500
    TRUSTEES OF RESERVATIONS
    572 ESSEX ST
    BEVERLY,MA01915     		N/A GOVT SUPPORT PUBLIC PARK/RECREATION 500
    UNITED CEREBRAL PALSY
    HEARTLAND
    136975 MANCHESTER ROAD
    MANCHESTER,MO63011     		N/A PUBLIC CHAR MEDICAL RESEARCH 5,000
    WBUR
    890 COMMONWEALTH AVE
    3RD FLOOR
    BOSTON,MA02214     		N/A PUBLIC CHAR GENERAL CHARITABLE PURPOSES 250
    WHITFIELD SCHOOL
    175 S MASON RD
    CREVE COEUR,MO63141     		N/A PRVT SCHOOL EDUCATION 11,600
    WINGS OF HOPE
    18370 WINGS OF HOPE BLVD
    CHESTERFIELD,MO63005     		N/A PUBLIC CHAR GENERAL CHARITABLE PURPOSES 2,300
    WOMEN'S LUNCH PLACE
    67 NEWBURY STREET
    BOSTON,MA02116     		N/A PUBLIC CHAR GENERAL CHARITABLE PURPOSES 500
    Total .................................bullet 3a 76,778
    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 13,360  
    4 Dividends and interest from securities....     14 13,039  
    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 ............     		    18 155,427  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    25 100  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   181,926  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    181,926
    (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:
    THE CADY FAMILY FOUNDATION
    EIN:
    43-6917765
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,000      

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE CADY FAMILY FOUNDATION
    EIN:
    43-6917765
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EXCHANGE TRADED FUNDS 240,352 385,062
    CORPORATE EQUITY FUNDS 423,272 600,553

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE CADY FAMILY FOUNDATION
    EIN:
    43-6917765
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


    129,390
    State & Local Government Securities - End of Year Fair Market Value:


    129,157


    TY 2020 OtherExpensesSchedule
    Name:
    THE CADY FAMILY FOUNDATION
    EIN:
    43-6917765
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BOND AMORTIZATION 227 227    


    TY 2020 OtherIncomeSchedule2
    Name:
    THE CADY FAMILY FOUNDATION
    EIN:
    43-6917765
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 100   100


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE CADY FAMILY FOUNDATION
    EIN:
    43-6917765
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 10,789 10,789    


    TY 2020 TaxesSchedule
    Name:
    THE CADY FAMILY FOUNDATION
    EIN:
    43-6917765
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN INVESTMENT TAXES 383 383    
    FEDERAL EXCISE TAXES 481 481