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
ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

23-6286763
B Telephone number (see instructions)

(800) 496-2583
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,701,050J 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... 158,169 158,128  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 318,238
b Gross sales price for all assets on line 6a 2,976,360
7 Capital gain net income (from Part IV, line 2)... 318,238
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........ 476,407 476,366  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,604 21,581   14,023
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).......        
c Other professional fees (attach schedule).... Click to see attachment 892 892   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,294 3,428   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 259 9   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,049 25,910 0 14,273
25 Contributions, gifts, grants paid....... 394,704 394,704
26 Total expenses and disbursements. Add lines 24 and 25 442,753 25,910 0 408,977
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 33,654
b Net investment income (if negative, enter -0-) 450,456
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............. 85,858 49,386 49,386
2 Savings and temporary cash investments......... 116,936 135,096 135,096
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,682,255 Click to see attachment3,512,757 4,863,206
c Investments—corporate bonds (attach schedule)....... 2,500,680 Click to see attachment2,724,381 2,880,933
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 499,995 Click to see attachment499,995 772,429
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) 6,885,724 6,921,615 8,701,050
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........ 6,885,724 6,921,615
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)..... 6,885,724 6,921,615
30 Total liabilities and net assets/fund balances (see instructions). 6,885,724 6,921,615
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
6,885,724
2
Enter amount from Part I, line 27a .....................
2
33,654
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8,468
4
Add lines 1, 2, and 3 ..........................
4
6,927,846
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
6,231
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,921,615
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 50. HSBC HLDGS PLC SPONS ADR NEW   2012-03-29 2020-01-23
b 30. HSBC HLDGS PLC SPONS ADR NEW   2012-03-29 2020-01-27
c 45. CORNING INC   2016-03-21 2020-01-28
d 1979.183 DODGE & INTERNATIONAL STOCK FUND   2011-02-10 2020-02-06
e 3000. JPMORGAN BETABUILDERS JAPAN ETF     2020-02-06
3072.258 JPM US LARGE CAP CORE PLUS FD - USD - R6 ISIN US48129C6030   2009-05-15 2020-02-06
35. ROYAL DUTCH SHELL PLC   2012-03-29 2020-02-07
10. MICROSOFT CORP   2012-03-29 2020-02-12
45. BANK OF AMERICA CORPORATION     2020-03-05
15. TRUIST FINANCIAL CORP   2018-02-15 2020-03-05
45. BANK OF AMERICA CORPORATION     2020-03-06
1184. ISHARES CORE MSCI EAFE ETF     2020-03-06
3026. ISHARES CORE MSCI EAFE ETF   2017-07-05 2020-03-06
1500. SCHWAB U.S. TIPS ETF   2018-10-01 2020-03-06
30. ROYAL DUTCH SHELL PLC   2012-03-29 2020-03-10
30. ROYAL DUTCH SHELL PLC     2020-03-12
575. SPDR TR UNIT SER 1     2020-03-17
5. BOEING CO   2012-03-29 2020-03-23
8. THE TRAVELERS COMPANIES INC.   2012-03-29 2020-03-26
18. TRUIST FINANCIAL CORP     2020-04-07
17. CONOCOPHILLIPS   2012-03-29 2020-04-22
10. CONOCOPHILLIPS   2019-09-24 2020-04-22
1500. ISHARES MISCI EAFE INDEX FUND     2020-04-24
275. SPDR TR UNIT SER 1     2020-04-24
7492.507 SIX CIRCLES ULTR SHRT DUR   2018-10-24 2020-04-24
5082.946 SIX CIRCLES ULTR SHRT DUR   2019-11-22 2020-04-24
3000. ISHARES US TREASURY BOND ETF   2020-03-06 2020-05-07
5. WELLS FARGO & CO NEW   2019-12-26 2020-05-08
145. WELLS FARGO & CO NEW     2020-05-08
. COUNTRYWIDE CR INDS INC     2020-05-21
. RAYTHEON TECHNOLOGIES CORP     2020-05-26
255. SPDR TR UNIT SER 1     2020-06-05
250. SPDR TR UNIT SER 1     2020-06-09
. RAYTHEON TECHNOLOGIES CORP     2020-07-13
10. MICROSOFT CORP   2012-03-29 2020-08-04
6989.748 DOUBLELINE TTL RTRN BND-I     2020-08-17
21352.313 WELLS FARGO CORE BOND-R6     2020-08-17
6. DIAGEO PLC SPONSORED ADR NEW   2012-03-29 2020-08-27
6. LILLY ELI & CO   2012-03-29 2020-08-28
15. PFIZER INC   2019-12-26 2020-08-28
8. PFIZER INC   2014-06-13 2020-08-28
7. NEXTERA ENERGY INC   2012-03-29 2020-09-01
5. DIAGEO PLC SPONSORED ADR NEW   2012-03-29 2020-09-08
9. SIEMENS A G SPONSORED ADR   2017-09-15 2020-09-08
4. TARGET CORP   2020-03-04 2020-09-08
11. WELLTOWER INC   2012-03-29 2020-09-08
16. JOHNSON CONTROLS INTERNATIONAL PLC   2016-11-15 2020-09-08
. WELLS FARGO & CO NEW     2020-10-13
7898.589 DOUBLELINE TTL RTRN BND-R6     2020-10-21
750. ISHARES TR 7-10 YR TREAS INDEX FD   2019-02-14 2020-10-21
600. ISHARES MISCI EAFE INDEX FUND   2015-07-27 2020-10-21
700. ISHARES TR 7-10 YR TREAS INDEX FD     2020-10-28
4328.902 VANGUARD TOT BD MKT IDX-ADM     2020-10-28
4299.226 VANGUARD TOT BD MKT IDX-ADM   2020-03-06 2020-10-28
1074.807 VANGUARD TTL INTL BND-ADM   2019-11-25 2020-10-28
9841.289 VANGUARD TTL INTL BND-ADM     2020-10-28
10383.288 WELLS FARGO CORE BOND-R6     2020-10-28
30. CISCO SYS INC   2012-09-14 2020-10-30
3. TARGET CORP   2019-07-01 2020-11-02
1. TARGET CORP   2020-03-04 2020-11-02
23364.486 JPMORGAN TRUST HIGH YLD ULTRA   2020-05-08 2020-11-05
17. CISCO SYS INC   2012-09-14 2020-11-11
10. WELLTOWER INC   2012-03-29 2020-11-11
16. VIATRIS INC   2014-06-13 2020-11-24
. VIATRIS INC     2020-11-27
1500. ISHARES MISCI EAFE INDEX FUND     2020-12-11
250. SPDR TR UNIT SER 1   2014-10-08 2020-12-11
6448.839 VANGUARD TOT BD MKT IDX-ADM   2019-02-04 2020-12-11
2000. JPMORGAN BETABUILDERS EUROPE ETF     2020-12-15
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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    
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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    
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CAPITAL GAIN DIVIDENDS P    
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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    
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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 1,884   2,197 -313
b 1,095   1,318 -223
c 1,271   906 365
d 84,986   72,359 12,627
e 74,431   70,847 3,584
80,462   42,997 37,465
1,819   2,469 -650
1,839   322 1,517
1,214   1,516 -302
662   818 -156
1,144   1,361 -217
68,540   73,093 -4,553
174,896   183,701 -8,805
89,177   80,648 8,529
1,055   2,116 -1,061
864   2,097 -1,233
143,185   130,893 12,292
531   371 160
759   469 290
553   943 -390
594   994 -400
350   593 -243
82,794   96,967 -14,173
77,812   56,197 21,615
74,476   75,000 -524
50,524   50,880 -356
84,133   83,638 495
127   271 -144
3,680   8,188 -4,508
5     5
3     3
81,427   50,799 30,628
80,193   49,117 31,076
       
2,115   322 1,793
75,000   76,402 -1,402
300,000   271,589 28,411
812   581 231
883   240 643
562   593 -31
300   236 64
1,934   424 1,510
680   484 196
615   633 -18
582   429 153
675   559 116
654   709 -55
83     83
84,594   85,052 -458
90,502   78,388 12,114
38,992   38,054 938
84,661   73,161 11,500
50,172   45,448 4,724
49,828   50,000 -172
25,107   25,000 107
229,893   227,770 2,123
145,470   130,037 15,433
1,066   587 479
459   260 199
153   107 46
161,916   150,000 11,916
662   333 329
659   508 151
270   202 68
7     7
108,260   93,086 15,174
91,572   49,064 42,508
75,000   67,648 7,352
52,199   46,131 6,068
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
      33,538
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       -313
b       -223
c       365
d       12,627
e       3,584
      37,465
      -650
      1,517
      -302
      -156
      -217
      -4,553
      -8,805
      8,529
      -1,061
      -1,233
      12,292
      160
      290
      -390
      -400
      -243
      -14,173
      21,615
      -524
      -356
      495
      -144
      -4,508
      5
      3
      30,628
      31,076
       
      1,793
      -1,402
      28,411
      231
      643
      -31
      64
      1,510
      196
      -18
      153
      116
      -55
      83
      -458
      12,114
      938
      11,500
      4,724
      -172
      107
      2,123
      15,433
      479
      199
      46
      11,916
      329
      151
      68
      7
      15,174
      42,508
      7,352
      6,068
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 318,238
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 6,261
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 6,261
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 6,261
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,996
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 3,996
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,265
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletn/a
    14
    The books are in care ofbulletJP MORGAN CHASE BANK NA Telephone no.bullet (800) 496-2583

    Located atbullet10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4bullet60603
    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
    JP MORGAN CHASE BANK N A TRUSTEE
    10     		25,683    
    10 S DEARBORN ST MC IL 1-0111
    CHICAGO,IL60603
    BONNIE WARD SIMON TRUSTEE
    5     		9,921    
    262 CENTRAL PARK WEST NEW YORK NY
    CHICAGO,IL60603
    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
    7,924,232
    b
    Average of monthly cash balances.......................
    1b
    249,681
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,173,913
    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
    8,173,913
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    122,609
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,051,304
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    402,565
    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
    402,565
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,261
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,261
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    396,304
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    396,304
    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
    396,304
    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
    408,977
    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
    408,977
    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
    408,977
    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 7 396,304
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 394,704
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 408,977
    a Applied to 2019, but not more than line 2a 394,704
    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..... 14,273
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		382,031
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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:
    BONNIE W SIMON CO JPMORGAN CHASE B
    270 PARK AVENUE
    NEW YORK,NY10017
    (212) 464-2765
    N/A
    bThe form in which applications should be submitted and information and materials they should include:
    NO FORMAL APPLICATION. SEND A LETTER WITH A REASON FOR THE REQUESTED GRANT
    cAny submission deadlines:
    CONTACT FOR DETAILS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CONTACT FOR DETAILS
    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
    NEW YORK HISTORICAL SOCIETY
    170 CENTRAL PARK WEST
    NEW YORK,NY10024     		NONE PC GENERAL 1,000
    PARK AVENUE ARMORY
    643 PARK AVENUE
    NEW YORK,NY10065     		NONE PC GENERAL 1,000
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE ROAD SUITE 1200
    JENKINTOWN,PA19046     		NONE PC GENERAL 16,704
    AMERICAN FRIENDS OF THE LEIPZIG
    BACH ARCHIVE
    11A MOUNT AUBURN ST
    CAMBRIDGE,MA02138     		NONE PC GENERAL 4,000
    PBS NEWSHOUR
    ATTN ALYSON BROKENSHIRE
    3939 CAMPBELL AVE
    ARLINGTON,VA22206     		NONE PC GENERAL 25,000
    AMERICAN BALLET THEATRE
    890 BROADWAY 3RD FLOOR
    NEW YORK,NY10003     		NONE PC GENERAL 1,000
    CENTRAL PARK CONSERVANCY INC
    ATTN SHERYL L JARVIS
    14 EAST 60TH STREET 8TH FLOOR
    NEW YORK,NY10022     		NONE PC GENERAL 10,000
    GSAS COLUMBIA UNIVERSITY
    622 WEST 113TH STREET MC 4523
    NEW YORK,NY10025     		NONE PC GENERAL 5,000
    AMERICAN CIVIL LIBERTIES UNION
    FOUNDATION
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004     		NONE PC GENERAL 2,500
    CHAMBER MUSIC SOCIETY
    70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NONE PC GENERAL 1,000
    HABITAT FOR HUMANITY
    111 JOHN STREET
    NEW YORK,NY10038     		NONE PC GENERAL 5,000
    AMERICAN FRIENDS SERVICE COMMITTEE
    1501 CHERRY STREET
    PHILADELPHIA,PA19102     		NONE PC GENERAL 1,000
    CHURCH OF THE RESURRECTION
    119 EAST 74TH STREET
    NEW YORK,NY10021     		NONE PC GENERAL 2,500
    HISTORIC HIGHFIELD
    ATTN DIRECTOR OF DEVELOPMENT
    56 HIGHFIELD DRIVE
    FALMOUTH,MA02541     		NONE PC GENERAL 2,500
    CITY HARVEST INC
    6 EAST 32ND STREET 5TH FLOOR
    NEW YORK,NY10016     		NONE PC GENERAL 7,500
    ASPEN PUBLIC RADIO
    110 EAST HALLAM STREET SUITE 134
    ASPEN,CO816111467     		NONE PC GENERAL 1,000
    LINCOLN CENTER FOR THE PERFORMING ARTS
    70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NONE PC GENERAL 5,000
    BOSTON CRUSADERS DRUM & BUGLE CORPS IN
    PO BOX 51391
    BOSTON,MA02205     		NONE PC GENERAL 5,000
    COMPASSION & CHOICES
    PO BOX 10810
    DENVER,CO80250     		NONE PC GENERAL 1,000
    MARINE BIOLOGICAL LABORATORY
    7 MBL STREET
    WOODS HOLE,MA02543     		NONE PC GENERAL 1,000
    BUZZARDS BAY COALITION INC
    114 FRONT STREET
    NEW BEDFORD,MA02740     		NONE PC GENERAL 1,000
    DOCTORS WITHOUT BORDERS USA INC
    333 SEVENTH AVENUE 2ND FLOOR
    NEW YORK,NY10001     		NONE PC GENERAL 2,500
    METROPOLITAN MUSEUM OF ART
    MS NINA DIEFENBACH
    1000 FIFTH AVENUE
    NEW YORK,NY10028     		NONE PC GENERAL 10,000
    CAPE COD HEALTHCARE INC
    MS DEBORAH C DOUGHERTY
    PO BOX 370
    HYANNIS,MA02601     		NONE PC GENERAL 5,000
    FOOD BANK FOR NEW YORK
    PO BOX 1125
    NEW YORK,NY10277     		NONE PC GENERAL 5,000
    METROPOLITAN OPERA ASSN INC
    70 LINCOLN CENTER
    NEW YORK,NY10023     		NONE PC GENERAL 30,000
    CAPE COD THEATRE PROJECT INC
    PO BOX 410
    FALMOUTH,MA02541     		NONE PC GENERAL 2,000
    MINNESOTA STATE UNIVERSITY AT MOORHEAD C
    COLLEGE OF HUMANITIES & SOCIAL SCIENCES
    FLORA FRICK HALL 153
    MOORHEAD,MN56563     		NONE PC GENERAL 5,000
    CARNEGIE HALL SOCIETY INC
    881 SEVENTH AVENUE
    NEW YORK,NY10019     		NONE PC GENERAL 7,500
    GREENPEACE
    702 H STREET NW SUITE 300
    WASHINGTON,DC20001     		NONE PC GENERAL 1,000
    MUSEUM OF MODERN ART
    11 WEST 53RD STREET
    NEW YORK,NY10019     		NONE PC GENERAL 5,000
    PLANNED PARENTHOOD OF NEW YORK CITY
    26 BLEEKER STREET
    NEW YORK,NY10012     		NONE PC GENERAL 15,000
    NARAL PRO-CHOICE AMERICA FOUNDATION
    1156 15TH STREET SUITE 700
    WASHINGTON,DC20005     		NONE PC GENERAL 5,000
    QUISSETT HARBOR PRESERVATION TRUST
    PO BOX 197
    FALMOUTH,MA02541     		NONE PC GENERAL 2,000
    THE NEW YORK PUBLIC LIBRARY
    476 FIFTH AVENUE
    NEW YORK,NY10018     		NONE PC GENERAL 4,000
    NATIONAL PARK FOUNDATION
    1110 VERMONT AVENUE NW
    WASHINGTON,DC20005     		NONE PC GENERAL 5,000
    SIERRA CLUB FOUNDATION
    2101 WEBSTER ST SUITE 1300
    OAKLAND,CA94612     		NONE PC GENERAL 5,000
    THE SALVATION ARMY
    120 WEST 14TH STREET
    NEW YORK,NY10011     		NONE PC GENERAL 2,500
    SOLOMON R GUGGENHEIM FOUNDATION
    1071 FIFTH AVENUE
    NEW YORK,NY10128     		NONE PC GENERAL 1,000
    THE SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVENUE
    MONTGOMERY,AL36104     		NONE PC GENERAL 3,500
    NATIONAL TRUMPET COMPETITION
    3500 N THIRD STREE
    ARLINGTON,VA22201     		NONE PC GENERAL 2,500
    STEPPINGSTONE FOUNDATION INC
    ONE APPLETON STREET
    BOSTON,MA02116     		NONE PC GENERAL 1,000
    VASSAR COLLEGE
    BOX 14 124 RAYMOND AVENUE
    POUGHKEEPSIE,NY10014     		NONE PC GENERAL 5,000
    NEW YORK CITY BALLET INC
    NEW YORK STATE THEATER
    20 LINCOLN CENTER
    NEW YORK,NY10065     		NONE PC GENERAL 1,000
    WHITNEY MUSEUM OF AMERICAN ART
    99 GANSEVOORT STREET
    NEW YORK,NY10014     		NONE PC GENERAL 1,000
    THE 300 COMMITTEE LAND TRUST INC
    157 LOCUST STREET
    FALMOUTH,MA02540     		NONE PC GENERAL 2,500
    WNETCHANNEL 13
    825 EIGHTH AVENUE
    NEW YORK,NY10019     		NONE PC GENERAL 10,000
    THE NEW YORK TIMES NEEDIEST CASES FUND
    4 CHASE METROTECH CENTER 7TH FLOOR
    LOCKBOX,NY11245     		NONE PC GENERAL 10,000
    THE CAPE & ISLANDS NPR STATION
    WCAI FM 901
    3 WATER STREET
    FALMOUTH,MA02543     		NONE PC GENERAL 10,000
    WNYC
    PO BOX 1550
    NEW YORK,NY10116     		NONE PC GENERAL 10,000
    OBERLIN COLLEGE
    OFFICE OF DEVELOPMENT
    50 WEST LORAIN STREET
    OBERLIN,OH44074     		NONE PC GENERAL 5,000
    THE DOE FUND
    232 EAST 84TH STREET
    NEW YORK,NY10028     		NONE PC GENERAL 1,000
    WOODS HOLE COMMUNITY ASSOCIATION
    PO BOX 327
    WOODS HOLE,MA02543     		NONE PC GENERAL 1,000
    PHILHARMONIC-SYMPHONY SOCIETY OF NY
    10 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NONE PC GENERAL 10,000
    THE FALMOUTH SERVICE CENTER
    611 GIFFORD STREET
    FALMOUTH,MA02540     		NONE PC GENERAL 5,000
    WOODS HOLE FOUNDATION
    PO BOX 603
    WOODS HOLE,MA02543     		NONE PC GENERAL 1,000
    WOODS HOLE HISTORICAL SOCIETY
    PO BOX 185
    WOODS HOLE,MA02543     		NONE PC GENERAL 2,500
    WOODS HOLE PUBLIC LIBRARY
    581 WOODS HOLE ROAD
    WOODS HOLE,MA02543     		NONE PC GENERAL 5,000
    THE PUBLIC THEATER
    C/O CAITY JOY
    425 LAFAYETTE STREET
    NEW YORK,NY10003     		NONE PC GENERAL 10,000
    COLLEGE LIGHT OPERA COMPANY INC
    PO BOX 906
    FALMOUTH,MA02541     		NONE PC GENERAL 2,500
    YOUNG CONCERT ARTISTS
    250 WEST 57TH STREET
    NEW YORK,NY10107     		NONE PC GENERAL 1,000
    COMMUNITY HEALTH CENTER OF CAPE COD INC
    107 COMMERCIAL STREET
    MASHPEE,MA02649     		NONE PC GENERAL 1,000
    THE FRIENDS OF NOBSKA LIGHT INC
    PO BOX 183
    FALMOUTH,MA02541     		NONE PC GENERAL 2,500
    FALMOUTH ACADEMY INC
    7 HIGHFIELD DRIVE
    FALMOUTH,MA02540     		NONE PC GENERAL 35,000
    MANHATTAN THEATRE CLUB INC
    311 WEST 43RD STREET 9
    NEW YORK,NY10036     		NONE PC GENERAL 2,000
    WOOD HOLE OCEANOGRAPHIC INSTITUTION
    266 WOODS HOLE ROAD
    WOODS HOLE,MA02543     		NONE PC GENERAL 1,000
    ARCHIVES OF AMERICAN ART
    750 9TH ST NW STE 2200
    WASHINGTON,DC20001     		NONE PC GENERAL 2,500
    SALZBURG FESTIVAL SOCIETY INC
    509 MADISON AVENUE ROOM 1710
    NEW YORK,NY10022     		NONE PC GENERAL 10,000
    CHURCH OF THE MESSIAH
    13 CHURCH STREET
    WOODS HOLE,MA02543     		NONE PC GENERAL 1,000
    WOODWELL CLIMATE RESEARCH CENTER
    149 WOODS HOLE ROAD
    FALMOUTH,MA02540     		NONE PC GENERAL 2,500
    SYMPHONY SPACE
    2537 BROADWAY AT 95TH ST
    NEW YORK,NY100256990     		NONE PC GENERAL 1,000
    FRIENDS OF THE MUSEE D'ORSAY
    PO BOX 4233
    NEW YORK,NY10163     		NONE PC GENERAL 2,500
    WARDWELL CLIMATE RESEARCH CENTER
    149 WOODS HOLE ROAD
    FALMOUTH,MA025401644     		NONE PC GENERAL 2,500
    WIKIMEDIA FOUNDATION INC
    1 MONTGOMERY ST STE 1600
    SAN FRANCISCO,CA94104     		NONE PC GENERAL 1,000
    JACOBS PILLOW
    358 GEORGE CARTER RD
    BECKET,MA01223     		NONE PC GENERAL 5,000
    THE MORGAN LIBRARY & MUSEUM
    225 MADISON AVENUE
    NEW YORK,NY10016     		NONE PC GENERAL 10,000
    CITY MEALS ON WHEELS
    355 LEXINGTON AVENUE
    NEW YORK,NY10017     		NONE PC GENERAL 2,500
    Total .................................bullet 3a 394,704
    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....     14 158,169  
    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 ............     		    18 318,238  
    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)..   476,407  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    476,407
    (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 InvestmentsCorpBondsSchedule
    Name:
    ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
    EIN:
    23-6286763
    Name of Bond End of Year Book Value End of Year Fair Market Value
    258620103 DOUBLELINE TTL RTRN    
    92203J308 VANGUARD TTL INTL BN 622,230 667,951
    94987W794 WELLS FARGO CORE BON    
    722005816 PIMCO INV GRD CRD BN 159,912 178,680
    808524870 SCHWAB U.S. TIPS ETF    
    09260B614 BLCKRCK HI YLD BND P 290,000 341,475
    83002G108 SIX CIRCLES ULTR SHR 89,120 89,338
    464287432 ISHARES 20+ YEAR TRE 228,826 247,636
    464287440 ISHARES 7-10 YEAR TR    
    921937603 VANGUARD TOT BD MKT 176,903 195,960
    83002G702 SIX CIRCLES GLOBAL B 830,000 830,407
    83002G884 SIX CIRCLES CREDIT O 165,000 167,276
    92206C771 VANGUARD MORTGAGE-BA 162,390 162,210

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
    EIN:
    23-6286763
    Name of Stock End of Year Book Value End of Year Fair Market Value
    166764100 CHEVRON CORP 7,406 5,912
    219350105 CORNING INC 1,309 2,340
    256206103 DODGE & COX INTL STO    
    372460105 GENUINE PARTS CO 2,814 4,519
    404280406 HSBC HOLDINGS PLC-SP    
    458140100 INTEL CORP 4,419 6,228
    464287465 ISHARES MSCI EAFE ET 150,757 188,237
    478160104 JOHNSON & JOHNSON 3,277 7,869
    494368103 KIMBERLY-CLARK CORP 3,189 6,067
    532457108 ELI LILLY & CO 959 4,052
    594918104 MICROSOFT CORP 483 3,336
    717081103 PFIZER INC 4,021 5,190
    718172109 PHILIP MORRIS INTERN 5,836 5,795
    755111507 RAYTHEON COMPANY    
    780259107 ROYAL DUTCH SHELL-SP    
    904784709 UNILEVER N V -NY SHA    
    949746101 WELLS FARGO & CO    
    00206R102 AT&T INC 6,573 6,040
    02209S103 ALTRIA GROUP INC 1,837 2,460
    05534B760 BCE INC 7,367 7,276
    17275R102 CISCO SYSTEMS INC 2,015 4,609
    20825C104 CONOCOPHILLIPS 4,377 3,119
    25243Q205 DIAGEO PLC-SPONSORED 2,806 4,605
    30231G102 EXXON MOBIL CORP 5,504 3,092
    46625H100 JPMORGAN CHASE & CO 3,029 8,005
    58933Y105 MERCK & CO. INC. 2,664 5,726
    65339F101 NEXTERA ENERGY INC 1,697 8,641
    66987V109 NOVARTIS AG-SPONSORE 5,004 7,177
    78462F103 SPDR S&P 500 ETF TRU 384,146 815,058
    88579Y101 3M CO 1,865 3,671
    95040Q104 WELLTOWER INC 3,761 4,782
    G51502105 JOHNSON CONTROLS INT 6,889 7,874
    H1467J104 CHUBB LTD 5,595 8,466
    04314H857 ARTISAN INTL VAL-INS 86,143 124,007
    097023105 BOEING CO/THE    
    46432F842 ISHARES CORE MSCI EA    
    48121L841 JPM LARGE CAP GROW F 47,789 135,738
    48129C603 JPM US L/C CORE PL F    
    826197501 SIEMENS AG-SPONS ADR 6,219 6,533
    89417E109 TRAVELERS COS INC/TH 1,584 3,790
    315911750 FIDELITY 500 INDEX-I 1,050,000 1,429,653
    931427108 WALGREENS BOOTS ALLI 3,912 2,393
    46641Q696 JPMORGAN BETABUILDER 159,458 174,636
    46641Q712 JPMORGAN BETABUILDER 166,165 196,000
    83002G306 SIX CIRCLES US UNCON 600,000 800,297
    83002G405 SIX CIRCLES INTL UNC 460,000 500,215
    060505104 BANK OF AMERICA CORP 5,801 6,214
    260557103 DOW INC 3,428 4,163
    42250P103 HEALTHPEAK PROPERTIE 5,556 5,290
    87612E106 TARGET CORP 3,480 8,297
    89832Q109 TRUIST FINANCIAL COR 6,118 5,847
    11135F101 BROADCOM INC 4,055 5,254
    172967424 CITIGROUP INC 5,590 4,316
    26441C204 DUKE ENERGY CORP 3,082 3,479
    369550108 GENERAL DYNAMICS COR 4,221 3,721
    46434G103 ISHARES CORE MSCI EM 165,878 186,120
    46641Q720 JPMORGAN BETABUILDER 74,913 84,890
    548661107 LOWE'S COS INC 2,344 4,334
    617446448 MORGAN STANLEY 4,301 7,401
    75513E101 RAYTHEON TECHNOLOGIE 1,571 5,006
    904767704 UNILEVER PLC-SPONSOR 3,371 6,036
    911312106 UNITED PARCEL SERVIC 3,900 4,042
    G5960L103 MEDTRONIC PLC 4,279 5,388

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
    EIN:
    23-6286763
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HEBLAAAK6 BLACKSTONE PARTNERS AT COST 499,995 772,429

    TY 2020 OtherDecreasesSchedule
    Name:
    ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
    EIN:
    23-6286763
    Description Amount
    2020 TRANSACTIONS POSTED IN 2021 5,974
    ROUNDING 6
    RETURN OF CAPITAL ADJUSTMENT 251


    TY 2020 OtherExpensesSchedule
    Name:
    ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
    EIN:
    23-6286763
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ATTORNEY GENERAL FEE 250 0   250
    OTHER EXPENSE (NON-DEDUCTIBLE 9 9   0


    TY 2020 OtherIncreasesSchedule
    Name:
    ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
    EIN:
    23-6286763
    Description Amount
    2019 TRANSACTIONS POSTED IN 2020 8,468


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
    EIN:
    23-6286763
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 892 892    


    TY 2020 TaxesSchedule
    Name:
    ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
    EIN:
    23-6286763
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 323 323   0
    FEDERAL TAX PAYMENT - PRIOR YE 3,870 0   0
    FEDERAL ESTIMATES - INCOME 3,996 0   0
    FOREIGN TAXES ON QUALIFIED FOR 2,810 2,810   0
    FOREIGN TAXES ON NONQUALIFIED 295 295   0