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
CURTIS AND LOUISE MACDONALD FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

43-6917040
B Telephone number (see instructions)

(888) 730-4933
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$1,308,082J 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... 23,843 23,802  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 46,658
b Gross sales price for all assets on line 6a 654,219
7 Capital gain net income (from Part IV, line 2)... 46,658
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........ 70,501 70,460  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,592 14,933   1,659
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,068 0 0 1,068
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 792 689   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 193 8   185
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,645 15,630 0 2,912
25 Contributions, gifts, grants paid....... 51,000 51,000
26 Total expenses and disbursements. Add lines 24 and 25 69,645 15,630 0 53,912
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 856
b Net investment income (if negative, enter -0-) 54,830
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 37,034 41,567 41,567
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......   Click to see attachment254,511 447,273
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).......... 914,964 Click to see attachment656,601 819,242
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) 951,998 952,679 1,308,082
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........ 951,998 952,679
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)..... 951,998 952,679
30 Total liabilities and net assets/fund balances (see instructions). 951,998 952,679
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
951,998
2
Enter amount from Part I, line 27a .....................
2
856
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
36
4
Add lines 1, 2, and 3 ..........................
4
952,890
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
211
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
952,679
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 8. ZOETIS INC   2019-08-19 2020-02-03
b 33. ZOETIS INC     2020-02-03
c 369.465 T ROWE PR REAL ESTATE-I #432   2018-02-09 2020-02-14
d 271. SPDR DJ WILSHIRE INTERNATIONAL R ETF   2017-01-20 2020-02-14
e 2467.276 TOUCHSTONE MID CAP VAL-INST #552     2020-02-14
1. ALPHABET INC CL C   2018-11-20 2020-02-21
9. APPLE INC   2019-08-19 2020-02-21
2. BLACKROCK INC   2018-11-20 2020-02-21
3. BROADCOM INC   2019-12-26 2020-02-21
4. CME GROUP INC   2019-08-19 2020-02-21
12. CVS HEALTH CORPORATION     2020-02-21
4. CELANESE CORP   2019-02-14 2020-02-21
7. CELANESE CORP   2019-08-19 2020-02-21
19. CISCO SYSTEMS INC   2019-08-19 2020-02-21
14. CITIGROUP INC.     2020-02-21
10. COGNIZANT TECH SOLUTIONS CRP COM   2016-03-16 2020-02-21
11. COGNIZANT TECH SOLUTIONS CRP COM   2019-07-25 2020-02-21
7. DIAGEO PLC - ADR   2019-07-30 2020-02-21
9. WALT DISNEY CO   2019-08-19 2020-02-21
13. EOG RESOURCES, INC   2019-02-26 2020-02-21
6. FIDELITY NATL INFORMATION SVCS INC   2019-08-19 2020-02-21
3. GILEAD SCIENCES INC   2019-08-19 2020-02-21
10. GILEAD SCIENCES INC   2017-03-24 2020-02-21
36. HAIN CELESTIAL GROUP INC   2015-12-17 2020-02-21
8. JPMORGAN CHASE & CO   2019-04-22 2020-02-21
3. LAM RESEARCH CORP COM   2018-07-24 2020-02-21
12. LAS VEGAS SANDS CORP   2020-02-03 2020-02-21
9. ELI LILLY & CO COM   2019-08-19 2020-02-21
12. MERCK & CO INC NEW   2019-08-19 2020-02-21
9. MICROSOFT CORP   2018-11-20 2020-02-21
12. MICROSOFT CORP   2019-08-19 2020-02-21
20. MONDELEZ INTERNATIONAL INC   2019-08-19 2020-02-21
8. NIKE INC CL B   2019-08-19 2020-02-21
6. PNC FINANCIAL SERVICES GROUP   2016-09-30 2020-02-21
13. SPIRIT AEROSYTSEMS HOLD-CL A   2019-07-03 2020-02-21
19. SUNCOR ENERGY INC NEW F   2018-11-20 2020-02-21
4. SUNCOR ENERGY INC NEW F   2015-07-07 2020-02-21
5. SUNCOR ENERGY INC NEW F   2019-02-26 2020-02-21
14. TJX COMPANIES INC   2019-08-19 2020-02-21
7. TARGET CORP   2019-08-19 2020-02-21
3. THERMO FISHER SCIENTIFIC INC   2019-08-19 2020-02-21
6. UNION PACIFIC CORP     2020-02-21
9. UNITED PARCEL SERVICE-CL B   2019-08-19 2020-02-21
3. EATON CORP PLC   2019-02-26 2020-02-21
12. EATON CORP PLC   2019-02-14 2020-02-21
8. MEDTRONIC PLC   2019-08-19 2020-02-21
24. HOME DEPOT INC     2020-03-10
4. HOME DEPOT INC   2019-08-19 2020-03-10
2. THERMO FISHER SCIENTIFIC INC   2019-08-19 2020-03-10
2. THERMO FISHER SCIENTIFIC INC   2011-05-25 2020-03-10
3. UNITEDHEALTH GROUP INC   2019-08-19 2020-03-10
21. EATON CORP PLC   2019-08-19 2020-03-10
9. EATON CORP PLC     2020-03-10
13. CVS HEALTH CORPORATION   2019-09-10 2020-03-16
5. ELI LILLY & CO COM   2016-10-03 2020-03-16
9. MICROSOFT CORP   2019-08-19 2020-03-16
5. UNION PACIFIC CORP   2019-07-30 2020-03-16
45. EATON CORP PLC     2020-03-16
443.079 INV OPP DEVELOP MRKTS-R6 7038     2020-04-03
67.224 INV OPP DEVELOP MRKTS-R6 7038   2020-02-20 2020-04-03
24.877 ARTISAN MID CAP FUND-INS 1333   2016-08-24 2020-04-03
43.253 DODGE & COX INT'L STOCK FD #1048   2020-02-20 2020-04-03
790.494 DODGE & COX INT'L STOCK FD #1048     2020-04-03
156.639 FIDELITY NEW MRKTS INC-Z #3323   2016-08-24 2020-04-03
145. ISHARES CORE MSCI EMERGING ETF   2018-10-05 2020-04-03
35. ISHARES CORE MSCI EMERGING ETF   2020-02-14 2020-04-03
6051.361 METROPOLITAN WEST T/R BD-PLN #712     2020-04-03
779.993 PIMCO TOTAL RET FD-INST #35     2020-04-03
552.211 T ROWE PR OVERSEAS STOCK-I #521     2020-04-03
176.203 T ROWE PR OVERSEAS STOCK-I #521   2020-02-20 2020-04-03
37. PNC FINANCIAL SERVICES GROUP     2020-04-07
.04 RAYTHEON TECHNOLOGIES CORP   2019-09-10 2020-04-29
122.453 ARTISAN MID CAP FUND-INS 1333   2016-08-24 2020-05-15
845.386 ARTISAN SMALL CAP FUND-INS #2452     2020-05-15
70.337 ARTISAN SMALL CAP FUND-INS #2452     2020-05-15
2525.312 COLUMBIA SELECT S/C VALUE-Z 6141     2020-05-15
989.011 COLUMBIA SELECT S/C VALUE-Z 6141     2020-05-15
13. ISHARES CORE MSCI EMERGING ETF   2018-10-05 2020-05-15
27. VANGUARD MIDCAP VIPER   2020-02-14 2020-05-15
34. CVS HEALTH CORPORATION     2020-05-29
8. CVS HEALTH CORPORATION   2018-02-02 2020-05-29
34. EOG RESOURCES, INC     2020-05-29
46. EOG RESOURCES, INC     2020-05-29
22. ELECTRONIC ARTS INC   2019-02-14 2020-05-29
18. GILEAD SCIENCES INC     2020-05-29
6. HAIN CELESTIAL GROUP INC   2020-04-07 2020-05-29
51. HAIN CELESTIAL GROUP INC     2020-05-29
13. MONDELEZ INTERNATIONAL INC   2019-08-19 2020-05-29
12. MONDELEZ INTERNATIONAL INC   2018-11-20 2020-05-29
28. TJX COMPANIES INC     2020-05-29
62. TJX COMPANIES INC   2012-04-26 2020-05-29
3. THERMO FISHER SCIENTIFIC INC   2020-04-07 2020-05-29
35.056 INV OPP DEVELOP MRKTS-R6 7038   2012-04-30 2020-06-02
4.022 INV OPP DEVELOP MRKTS-R6 7038   2020-05-15 2020-06-02
23. AT & T INC     2020-06-02
3. APPLE INC   2020-04-07 2020-06-02
79.189 ARTISAN MID CAP FUND-INS 1333   2016-08-24 2020-06-02
43.116 ARTISAN SMALL CAP FUND-INS #2452   2016-08-24 2020-06-02
2. BLACKROCK INC   2019-02-26 2020-06-02
1. BOOKING HOLDINGS INC   2020-03-10 2020-06-02
3. BROADCOM INC     2020-06-02
4. CME GROUP INC     2020-06-02
5. DIAGEO PLC - ADR     2020-06-02
2. WALT DISNEY CO   2018-04-13 2020-06-02
4. WALT DISNEY CO   2019-08-19 2020-06-02
6. FIDELITY NATL INFORMATION SVCS INC   2020-03-10 2020-06-02
24.533 FIDELITY NEW MRKTS INC-Z #3323   2016-08-24 2020-06-02
185. INVESCO OPTIMUM YIELD DIVERS   2020-04-03 2020-06-02
28. ISHARES CORE MSCI EMERGING ETF   2018-10-05 2020-06-02
8. JPMORGAN CHASE & CO   2019-08-19 2020-06-02
6. LAS VEGAS SANDS CORP   2014-08-21 2020-06-02
9. LAS VEGAS SANDS CORP     2020-06-02
5. ELI LILLY & CO COM   2020-04-07 2020-06-02
58. MANULIFE FINANCIAL CORP     2020-06-02
7. MICROSOFT CORP   2020-04-07 2020-06-02
7. NIKE INC CL B   2020-04-07 2020-06-02
84.735 PGIM HIGH YIELD-Q 1067   2020-05-15 2020-06-02
279.67623 T ROWE PR OVERSEAS STOCK-I #521   2017-04-26 2020-06-02
55.24777 T ROWE PR OVERSEAS STOCK-I #521   2017-04-26 2020-06-02
1469.055 JAMES ALPHA GL REAL EST-I     2020-06-02
40. SUNCOR ENERGY INC NEW F   2019-08-19 2020-06-02
170.341 TOUCHSTONE MID CAP-INST #353   2020-02-20 2020-06-02
130.909 TRIBUTARY SMALL CO-INST PLUS #1705   2020-05-15 2020-06-02
15. UNILEVER N.V. - ADR   2020-02-03 2020-06-02
5. UNION PACIFIC CORP   2019-08-21 2020-06-02
7. UNITED PARCEL SERVICE-CL B     2020-06-02
3. UNITEDHEALTH GROUP INC   2020-04-07 2020-06-02
7. WASTE MANAGEMENT INC   2020-03-10 2020-06-02
37. HAIN CELESTIAL GROUP INC   2019-08-19 2020-08-25
23. TORONTO DOMINION BK ONT COM NEW   2019-09-10 2020-08-25
6. UNITED PARCEL SERVICE-CL B     2020-08-25
82.651 INV OPP DEVELOP MRKTS-R6 7038   2012-04-30 2020-09-25
43.023 ARTISAN MID CAP FUND-INS 1333   2016-08-24 2020-09-25
119. INVESCO OPTIMUM YIELD DIVERS   2020-04-03 2020-09-25
53. ISHARES CORE MSCI EMERGING ETF   2018-10-05 2020-09-25
1395.869 METROPOLITAN WEST T/R BD-PLN #712     2020-09-25
5297.436 METROPOLITAN WEST T/R BD-PLN #712     2020-09-25
64.052 T ROWE PR OVERSEAS STOCK-I #521   2017-04-26 2020-09-25
33. APPLE INC     2020-10-20
8. APPLE INC   2020-04-07 2020-10-20
10. TE CONNECTIVITY LTD     2020-10-20
31. AT & T INC     2020-10-26
1. CME GROUP INC   2020-04-07 2020-10-26
20. CME GROUP INC   2012-06-07 2020-10-26
17. NIKE INC CL B     2020-10-26
12. UNITED PARCEL SERVICE-CL B     2020-10-26
207. FLEXTRONICS INTL LTD     2020-10-26
30. AT & T INC     2020-11-03
63. SPIRIT AEROSYTSEMS HOLD-CL A     2020-11-03
3. THERMO FISHER SCIENTIFIC INC   2011-05-25 2020-11-03
25.089 ARTISAN SMALL CAP FUND-INS #2452   2016-08-24 2020-12-09
2081.753 FIDELITY NEW MRKTS INC-Z #3323     2020-12-09
234.499 FIDELITY NEW MRKTS INC-Z #3323     2020-12-09
1502. INVESCO OPTIMUM YIELD DIVERS   2020-04-03 2020-12-09
17. ISHARES CORE MSCI EMERGING ETF   2018-10-05 2020-12-09
2083.353 T ROWE PR OVERSEAS STOCK-I #521   2017-04-26 2020-12-09
19.281 TOUCHSTONE MID CAP-INST #353   2020-02-20 2020-12-09
167.243 TRIBUTARY SMALL CO-INST PLUS #1705     2020-12-09
22. VANGUARD MIDCAP VIPER   2020-03-03 2020-12-09
1. ALPHABET INC CL C   2019-08-19 2020-12-11
16. APPLE INC   2011-05-25 2020-12-11
3. BROADCOM INC   2019-07-03 2020-12-11
23. CVS HEALTH CORPORATION     2020-12-11
53. GILEAD SCIENCES INC     2020-12-11
5. LAM RESEARCH CORP COM     2020-12-11
6. MICROSOFT CORP   2019-08-19 2020-12-11
10. NIKE INC CL B     2020-12-11
14. TARGET CORP     2020-12-11
33. TOTAL S.A. - ADR     2020-12-11
6. UNION PACIFIC CORP   2011-05-25 2020-12-11
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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    
(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 1,084   1,015 69
b 4,473   2,189 2,284
c 10,013   9,536 477
d 10,688   9,870 818
e 49,000   39,990 9,010
1,483   1,022 461
2,808   1,901 907
1,113   809 304
913   963 -50
837   868 -31
858   935 -77
430   399 31
753   789 -36
878   918 -40
1,069   993 76
700   589 111
770   726 44
1,129   1,181 -52
1,250   1,231 19
964   1,223 -259
926   833 93
208   193 15
695   674 21
963   1,476 -513
1,084   910 174
949   521 428
791   801 -10
1,280   1,011 269
989   1,036 -47
1,603   914 689
2,138   1,657 481
1,175   1,091 84
801   651 150
919   541 378
855   1,021 -166
576   611 -35
121   110 11
152   171 -19
884   726 158
819   605 214
1,005   839 166
1,089   990 99
929   1,051 -122
314   234 80
1,255   894 361
903   833 70
5,369   3,845 1,524
895   833 62
607   559 48
607   129 478
840   736 104
1,860   1,650 210
797   538 259
709   831 -122
675   403 272
1,293   1,243 50
633   805 -172
3,455   1,647 1,808
15,136   14,967 169
2,296   3,015 -719
832   1,100 -268
1,235   1,843 -608
22,569   25,414 -2,845
1,988   2,543 -555
5,713   7,151 -1,438
1,379   1,859 -480
63,358   62,980 378
8,221   8,153 68
4,451   5,597 -1,146
1,420   1,940 -520
3,549   3,216 333
3   3  
5,280   5,415 -135
30,425   25,676 4,749
2,531   2,420 111
34,900   45,308 -10,408
13,668   12,207 1,461
559   641 -82
3,948   5,014 -1,066
2,200   2,180 20
518   608 -90
1,700   3,623 -1,923
2,300   3,014 -714
2,641   2,322 319
1,351   1,295 56
187   152 35
1,588   1,974 -386
667   709 -42
616   526 90
1,478   1,359 119
3,274   1,290 1,984
1,029   901 128
1,426   1,160 266
164   149 15
708   843 -135
964   786 178
3,743   3,502 241
1,695   1,269 426
1,081   884 197
1,665   1,561 104
886   899 -13
713   761 -48
710   837 -127
236   201 35
473   547 -74
831   837 -6
342   398 -56
2,310   2,201 109
1,317   1,381 -64
785   872 -87
286   377 -91
429   528 -99
761   715 46
760   1,029 -269
1,284   1,163 121
703   596 107
437   415 22
2,760   2,805 -45
545   554 -9
23,138   27,236 -4,098
725   1,140 -415
6,318   7,166 -848
2,972   2,605 367
780   883 -103
851   908 -57
705   807 -102
914   752 162
751   790 -39
1,148   813 335
1,119   1,292 -173
951   662 289
3,675   2,736 939
2,292   1,902 390
1,614   1,416 198
2,694   2,614 80
15,257   14,723 534
57,901   54,224 3,677
664   642 22
3,862   1,049 2,813
936   524 412
1,072   866 206
843   1,099 -256
159   181 -22
3,181   1,072 2,109
2,168   1,174 994
2,009   1,240 769
2,898   2,138 760
826   1,061 -235
1,234   3,604 -2,370
1,476   193 1,283
1,250   739 511
30,976   30,806 170
3,489   3,398 91
21,889   17,868 4,021
1,041   838 203
24,750   20,896 3,854
859   811 48
4,939   3,562 1,377
4,486   4,493 -7
1,777   1,200 577
1,950   192 1,758
1,215   854 361
1,651   1,404 247
3,214   1,775 1,439
2,440   974 1,466
1,274   829 445
1,371   540 831
2,399   921 1,478
1,482   1,793 -311
1,221   304 917
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
      7,838
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       69
b       2,284
c       477
d       818
e       9,010
      461
      907
      304
      -50
      -31
      -77
      31
      -36
      -40
      76
      111
      44
      -52
      19
      -259
      93
      15
      21
      -513
      174
      428
      -10
      269
      -47
      689
      481
      84
      150
      378
      -166
      -35
      11
      -19
      158
      214
      166
      99
      -122
      80
      361
      70
      1,524
      62
      48
      478
      104
      210
      259
      -122
      272
      50
      -172
      1,808
      169
      -719
      -268
      -608
      -2,845
      -555
      -1,438
      -480
      378
      68
      -1,146
      -520
      333
       
      -135
      4,749
      111
      -10,408
      1,461
      -82
      -1,066
      20
      -90
      -1,923
      -714
      319
      56
      35
      -386
      -42
      90
      119
      1,984
      128
      266
      15
      -135
      178
      241
      426
      197
      104
      -13
      -48
      -127
      35
      -74
      -6
      -56
      109
      -64
      -87
      -91
      -99
      46
      -269
      121
      107
      22
      -45
      -9
      -4,098
      -415
      -848
      367
      -103
      -57
      -102
      162
      -39
      335
      -173
      289
      939
      390
      198
      80
      534
      3,677
      22
      2,813
      412
      206
      -256
      -22
      2,109
      994
      769
      760
      -235
      -2,370
      1,283
      511
      170
      91
      4,021
      203
      3,854
      48
      1,377
      -7
      577
      1,758
      361
      247
      1,439
      1,466
      445
      831
      1,478
      -311
      917
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 46,658
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................................ 1 762
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........................... 3 762
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- ..... 5 762
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 388
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.............. 7 388
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 374
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)
    bulletOR
    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 ofbulletWELLS FARGO BANK NA Telephone no.bullet (888) 730-4933

    Located atbullet100 N MAIN ST MAC D4001-117WINSTON SALEMNC ZIP+4bullet27101
    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
    WELLS FARGO BANK N A TRUSTEE
    1     		16,592    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    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
    1,091,390
    b
    Average of monthly cash balances.......................
    1b
    26,552
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,117,942
    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
    1,117,942
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,769
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,101,173
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    55,059
    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
    55,059
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    762
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    762
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    54,297
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    54,297
    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
    54,297
    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
    53,912
    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
    53,912
    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
    53,912
    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 54,297
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 51,338
    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$ 53,912
    a Applied to 2019, but not more than line 2a 51,338
    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..... 2,574
    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 ..........     		51,723
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    OREGON HUMANE SOCIETY
    1067 NE COLUMBIA BLVD
    PORTLAND,OR97211     		NONE PC GENERAL OPERATING 5,100
    WILLIAMETTE HUMANE SOCIETY
    4246 TURNER ROAD SE
    SALEM,OR973091005     		NONE PC GENERAL OPERATING 5,100
    SENIOR TOWNHOUSE INC
    ATTN HOLLY LARSON
    SALEM,OR97301     		NONE PC GENERAL OPERATING 10,200
    SALEM PUBLIC LIBRARY
    585 LIBERTY STREET SE
    SALEM,OR97301     		NONE PC GENERAL OPERATING 30,600
    Total .................................bullet 3a 51,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 23,843  
    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 46,658  
    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)..   70,501  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    70,501
    (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:
    CURTIS AND LOUISE MACDONALD FDN
    EIN:
    43-6917040
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,068     1,068

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CURTIS AND LOUISE MACDONALD FDN
    EIN:
    43-6917040
    Name of Stock End of Year Book Value End of Year Fair Market Value
    09247X101 BLACKROCK INC 5,532 10,823
    517834107 LAS VEGAS SANDS CORP 7,621 8,940
    H84989104 TE CONNECTIVITY LTD 3,913 6,901
    02079K107 ALPHABET INC CL C 8,054 22,774
    460690100 INTERPUBLIC GROUP CO 4,086 5,080
    31620M106 FIDELITY NATL INFORM 4,905 5,658
    254687106 WALT DISNEY CO 2,678 9,240
    H2906T109 GARMIN LTD 5,806 7,539
    911312106 UNITED PARCEL SERVIC 4,669 9,430
    097023105 BOEING CO 6,228 6,208
    94106L109 WASTE MANAGEMENT INC 7,356 7,901
    00206R102 AT & T INC 7,923 7,535
    883556102 THERMO FISHER SCIENT 855 6,521
    871829107 SYSCO CORP 5,364 8,020
    126650100 CVS HEALTH CORPORATI 4,953 6,830
    907818108 UNION PACIFIC CORP 1,926 7,912
    Y2573F102 FLEX LTD 3,098 6,509
    031162100 AMGEN INC 4,841 4,828
    594918104 MICROSOFT CORP 6,130 32,696
    92826C839 VISA INC-CLASS A SHR 5,398 7,218
    G5960L103 MEDTRONIC PLC 6,015 7,146
    405217100 HAIN CELESTIAL GROUP 2,751 5,300
    87612E106 TARGET CORP 2,518 7,767
    150870103 CELANESE CORP 3,260 8,576
    89151E109 TOTAL S.A. - ADR 6,942 6,119
    56501R106 MANULIFE FINANCIAL C 9,919 12,207
    09857L108 BOOKING HOLDINGS INC 4,931 6,682
    11135F101 BROADCOM INC 7,492 11,822
    891160509 TORONTO DOMINION BK 7,857 7,730
    904767704 UNILEVER PLC - ADR 5,884 6,398
    192446102 COGNIZANT TECH SOLUT 6,415 9,342
    609207105 MONDELEZ INTERNATION 6,551 8,887
    285512109 ELECTRONIC ARTS INC 6,048 8,472
    867224107 SUNCOR ENERGY INC NE 7,156 4,564
    172967424 CITIGROUP INC. 10,950 12,702
    654106103 NIKE INC CL B 3,618 9,337
    17275R102 CISCO SYSTEMS INC 5,546 9,711
    25243Q205 DIAGEO PLC - ADR 4,915 9,052
    91324P102 UNITEDHEALTH GROUP I 4,365 15,430
    G29183103 EATON CORP PLC 4,101 4,445
    75513E101 RAYTHEON TECHNOLOGIE 7,206 7,008
    09260D107 BLACKSTONE GROUP INC 4,985 5,703
    512807108 LAM RESEARCH CORP CO 3,342 8,973
    532457108 ELI LILLY & CO COM 3,160 6,922
    037833100 APPLE INC 3,246 35,959
    46625H100 JPMORGAN CHASE & CO 8,411 15,503
    58933Y105 MERCK & CO INC NEW 5,591 6,953

    TY 2020 InvestmentsOtherSchedule2
    Name:
    CURTIS AND LOUISE MACDONALD FDN
    EIN:
    43-6917040
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    25243Q205 DIAGEO PLC - ADR      
    512807108 LAM RESEARCH CORP CO      
    46434G103 ISHARES CORE MSCI EM AT COST 41,015 51,927
    097023105 BOEING COMPANY      
    58933Y105 MERCK & CO INC NEW      
    19766H437 COLUMBIA SELECT S/C      
    77956H435 T ROWE PR OVERSEAS S AT COST 32,357 38,924
    00206R102 AT & T INC      
    17275R102 CISCO SYSTEMS INC      
    192446102 COGNIZANT TECH SOLUT      
    594918104 MICROSOFT CORP      
    172967424 CITIGROUP INC      
    609207105 MONDELEZ INTERNATION      
    78463X863 SPDR DJ WILSHIRE INT      
    532457108 ELI LILLY & CO COM      
    256206103 DODGE & COX INT'L ST      
    779919307 T ROWE PR REAL ESTAT      
    150870103 CELANESE CORP      
    G29183103 EATON CORP PLC      
    12572Q105 CME GROUP INC      
    04314H600 ARTISAN MID CAP FUND AT COST 42,501 53,720
    98978V103 ZOETIS INC      
    Y2573F102 FLEXTRONICS INTL LTD      
    037833100 APPLE COMPUTER INC C      
    437076102 HOME DEPOT INC      
    907818108 UNION PACIFIC CORP      
    693475105 PNC FINANCIAL SERVIC      
    911312106 UNITED PARCEL SERVIC      
    87612E106 TARGET CORP      
    04314H758 ARTISAN SMALL CAP FU AT COST 13,811 26,839
    883556102 THERMO FISHER SCIENT      
    26875P101 EOG RESOURCES, INC      
    46625H100 JPMORGAN CHASE & CO      
    654106103 NIKE INC CL B      
    02079K107 ALPHABET INC/CA      
    H84989104 TE CONNECTIVITY LTD      
    848574109 SPIRIT AEROSYTSEMS H      
    872540109 TJX COS INC NEW      
    56501R106 MANULIFE FINANCIAL C      
    91324P102 UNITEDHEALTH GROUP I      
    867224107 SUNCOR ENERGY INC NE      
    517834107 LAS VEGAS SANDS CORP      
    89155H389 TOUCHSTONE MID CAP V      
    254687106 WALT DISNEY CO      
    375558103 GILEAD SCIENCES INC      
    89151E109 TOTAL FINA ELF S.A.      
    405217100 HAIN CELESTIAL GROUP      
    09247X101 BLACKROCK INC      
    126650100 CVS/CAREMARK CORPORA      
    31641Q755 FIDELITY NEW MRKTS I      
    755111507 RAYTHEON CO      
    00143W859 INV OPP DEVELOP MRKT AT COST 39,721 66,168
    693390700 PIMCO TOTAL RET FD-I AT COST 36,896 37,305
    891160509 TORONTO DOMINION BK      
    11135F101 BROADCOM INC      
    G5960L103 MEDTRONIC PLC      
    922908629 VANGUARD MIDCAP VIPE AT COST 91,672 129,231
    592905764 METROPOLITAN WEST T/ AT COST 34,987 36,921
    285512109 ELECTRONIC ARTS INC      
    31620M106 FIDELITY NATL INFORM      
    89609H704 TRIBUTARY SMALL CO-I AT COST 26,238 39,410
    46090F100 INVESCO OPTIMUM YIEL AT COST 20,807 26,751
    74440Y884 PGIM HIGH YIELD-Q 10 AT COST 71,539 76,822
    89154Q562 TOUCHSTONE SANDS EM AT COST 38,341 40,078
    464287655 ISHARES RUSSELL 2000 AT COST 90,096 106,461
    89155T649 TOUCHSTONE MID CAP-I AT COST 76,620 88,685

    TY 2020 OtherDecreasesSchedule
    Name:
    CURTIS AND LOUISE MACDONALD FDN
    EIN:
    43-6917040
    Description Amount
    TAX LOT BASIS ADJ 211


    TY 2020 OtherExpensesSchedule
    Name:
    CURTIS AND LOUISE MACDONALD FDN
    EIN:
    43-6917040
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEE/STATE TAX 185 0   185
    INVESTMENT EXPENSES - ADR FEES 8 8   0


    TY 2020 OtherIncreasesSchedule
    Name:
    CURTIS AND LOUISE MACDONALD FDN
    EIN:
    43-6917040
    Description Amount
    MUTUAL FUND TIMING ADJ 9
    COST BASIS ADJUSTMENT 27


    TY 2020 TaxesSchedule
    Name:
    CURTIS AND LOUISE MACDONALD FDN
    EIN:
    43-6917040
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 623 623   0
    FEDERAL ESTIMATES - PRINCIPAL 103 0   0
    FOREIGN TAXES ON NONQUALIFIED 66 66   0