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
WILLDA V LANDON CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)REGIONS BANK TRUST DEPT P O BOX 1
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35202
A Employer identification number

61-6552604
B Telephone number (see instructions)

(205) 820-3141
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$1,098,257J 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... 22,373 22,303  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 22,176
b Gross sales price for all assets on line 6a 327,506
7 Capital gain net income (from Part IV, line 2)... 22,176
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........ 44,549 44,479  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,714 8,571   2,143
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,000 0 0 1,000
c Other professional fees (attach schedule).... Click to see attachment 889 889   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,439 225   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 3 3    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,045 9,688 0 3,143
25 Contributions, gifts, grants paid....... 37,456 37,456
26 Total expenses and disbursements. Add lines 24 and 25 51,501 9,688 0 40,599
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,952
b Net investment income (if negative, enter -0-) 34,791
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......... 69,022 43,998 43,998
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).......      
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).......... 818,644 Click to see attachment837,066 1,054,259
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) 887,666 881,064 1,098,257
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........ 887,666 881,064
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)..... 887,666 881,064
30 Total liabilities and net assets/fund balances (see instructions). 887,666 881,064
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
887,666
2
Enter amount from Part I, line 27a .....................
2
-6,952
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
402
4
Add lines 1, 2, and 3 ..........................
4
881,116
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
52
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
881,064
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 10. BERRY PLASTICS GROUP INC   2018-06-21 2020-01-14
b 1. GARTNER INC NEW CL A   2015-06-09 2020-01-14
c 10. PREMIER INC-CLASS A   2017-11-30 2020-01-14
d 6. SS&C TECHNOLOGIES HOLDINGS INC   2014-08-25 2020-01-14
e 7. JAMES RIVER GROUP HOLDINGS LTD   2016-11-29 2020-01-14
3. SS&C TECHNOLOGIES HOLDINGS INC   2014-08-25 2020-01-28
6. COGNEX CORP   2018-06-21 2020-02-14
9. INGERSOLL RAND INC   2017-11-30 2020-03-03
17. INGERSOLL RAND INC   2017-11-09 2020-03-03
8. WABTEC CORP   2015-10-05 2020-03-06
1. DORMAN PRODS INC   2014-08-25 2020-03-10
2. ENTEGRIS INC   2019-10-22 2020-03-10
1. GARTNER INC NEW CL A   2014-04-30 2020-03-10
2. HEXCEL CORP   2020-01-14 2020-03-10
1. SILICON LABORATORIES INC   2017-08-01 2020-03-10
2. WEBSTER FINANCIAL CORP   2019-08-06 2020-03-10
1. ZEBRA TECHNOLOGIES CORP CL A   2016-01-04 2020-03-10
345. KEYCORP NEW   2019-10-22 2020-03-12
4. ENVESTNET INC   2019-04-25 2020-03-16
2. VAIL RESORTS INC   2019-02-11 2020-03-16
1. ZEBRA TECHNOLOGIES CORP CL A   2014-10-02 2020-03-16
3. MATADOR RESOURCES CO   2020-03-10 2020-03-17
22. MATADOR RESOURCES CO   2018-08-15 2020-03-17
12. BJS RESTAURANTS INC   2017-11-30 2020-03-23
1. MIDDLEBY CORP   2020-03-10 2020-03-23
4. MIDDLEBY CORP   2014-04-30 2020-03-23
44. TJX COMPANIES INC   2017-07-06 2020-04-13
59. TJX COMPANIES INC   2019-10-22 2020-04-13
3. BOOZ ALLEN HAMILTON HOLDING CORP   2016-10-27 2020-04-14
2. STERIS PLC   2014-04-30 2020-04-14
1. MARKETAXESS HOLDINGS INC   2014-04-30 2020-04-23
33. LAUDER ESTEE COS INC CL A   2019-10-22 2020-04-28
2. WEST PHARMACEUTICAL SERVICES INC   2014-08-25 2020-04-30
3. TORO CO/THE   2018-06-21 2020-05-01
81. TORO CO/THE   2020-03-10 2020-05-01
786.708 ARTISAN DEVELOPING WORLD FUND   2019-04-23 2020-06-01
1034.622 BARON EMERGING MARKETS FUND   2018-06-21 2020-06-01
2. FACTSET RESEARCH SYSTEMS INC   2019-10-22 2020-06-01
11. HORMEL FOODS CORP   2019-10-22 2020-06-01
2. UNITEDHEALTH GROUP INC   2019-10-22 2020-06-01
1214.495 VANGUARD TOT BD MKT IDX-ADM   2019-11-04 2020-06-01
19623.158 VANGUARD TOT BD MKT IDX-ADM   2019-03-13 2020-06-01
1. MID-AMERICA APARTMENT COMM   2020-01-14 2020-06-09
2. MID-AMERICA APARTMENT COMM   2014-10-02 2020-06-09
3. CATALENT INC   2015-09-01 2020-06-19
2. CATALENT INC   2020-03-10 2020-06-19
3. ICU MED INC   2015-10-02 2020-06-19
3. WEBSTER FINANCIAL CORP   2019-08-06 2020-06-19
3. WEBSTER FINANCIAL CORP   2015-04-17 2020-06-19
23.483 DOUBLELINE EMG MKTS INC-I   2019-11-04 2020-06-26
494.231 DOUBLELINE EMG MKTS INC-I   2018-03-08 2020-06-26
1. FIVE BELOW   2015-09-04 2020-07-08
1. ICU MED INC   2014-04-30 2020-07-08
5. OGE ENERGY CORP COM   2017-03-20 2020-07-08
1. POOL CORP   2017-07-26 2020-07-08
6. SS&C TECHNOLOGIES HOLDINGS INC   2014-08-25 2020-07-08
1. TYLER TECHNOLOGIES INC   2014-04-30 2020-07-08
8. WEBSTER FINANCIAL CORP   2015-04-17 2020-08-06
1596.686 WILLIAM BLAIR MACRO ALLOCATION FUND   2016-06-08 2020-08-13
4. WEST PHARMACEUTICAL SERVICES INC   2014-08-25 2020-09-03
1. WEST PHARMACEUTICAL SERVICES INC   2014-08-25 2020-09-11
1. MOLINA HEALTHCARE INC   2020-01-14 2020-11-10
3. BOOZ ALLEN HAMILTON HOLDING CORP   2016-10-27 2020-11-17
1. POOL CORP   2017-07-26 2020-11-17
2. RPM INTERNATIONAL INC   2015-12-10 2020-11-17
1. RPM INTERNATIONAL INC   2020-03-10 2020-11-17
1. WEST PHARMACEUTICAL SERVICES INC   2014-08-25 2020-11-17
1. QUAKER CHEMICAL CORP   2018-06-21 2020-11-24
2. QUIDEL CORP   2020-09-03 2020-11-24
1. FIVE BELOW   2015-09-04 2020-12-04
3. INSULET CORP   2019-02-11 2020-12-17
1. TYLER TECHNOLOGIES INC   2014-04-30 2020-12-17
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 459   494 -35
b 159   85 74
c 355   317 38
d 373   136 237
e 280   272 8
192   68 124
321   160 161
281   291 -10
531   396 135
482   609 -127
63   44 19
99   94 5
109   68 41
115   157 -42
85   77 8
62   93 -31
194   67 127
3,823   6,216 -2,393
218   285 -67
308   402 -94
160   66 94
4   17 -13
32   586 -554
113   542 -429
44   91 -47
176   336 -160
2,107   1,640 467
2,825   3,542 -717
224   93 131
312   96 216
417   53 364
5,582   6,186 -604
382   88 294
188   181 7
5,071   6,011 -940
14,176   10,699 3,477
13,316   12,843 473
604   507 97
534   448 86
603   497 106
14,027   13,457 570
226,647   209,880 16,767
124   131 -7
249   132 117
214   94 120
143   90 53
538   220 318
86   140 -54
86   106 -20
236   247 -11
4,977   5,180 -203
102   34 68
183   55 128
154   178 -24
269   107 162
338   136 202
354   82 272
216   281 -65
16,973   18,626 -1,653
1,068   177 891
273   44 229
222   132 90
269   93 176
334   107 227
179   91 88
89   65 24
287   44 243
256   162 94
348   313 35
161   34 127
714   248 466
453   82 371
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
      1,839
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       -35
b       74
c       38
d       237
e       8
      124
      161
      -10
      135
      -127
      19
      5
      41
      -42
      8
      -31
      127
      -2,393
      -67
      -94
      94
      -13
      -554
      -429
      -47
      -160
      467
      -717
      131
      216
      364
      -604
      294
      7
      -940
      3,477
      473
      97
      86
      106
      570
      16,767
      -7
      117
      120
      53
      318
      -54
      -20
      -11
      -203
      68
      128
      -24
      162
      202
      272
      -65
      -1,653
      891
      229
      90
      176
      227
      88
      24
      243
      94
      35
      127
      466
      371
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 22,176
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................................ 1 484
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........................... 3 484
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- ..... 5 484
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 916
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.............. 7 916
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 432
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet432 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)
    bulletAR
    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 ofbulletREGIONS BANK TRUST DEPT Telephone no.bullet (205) 820-3141

    Located atbullet250 RIVERCHASE PARKWAY EASTBIRMINGHAMAL ZIP+4bullet35244
    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
    REGIONS BANK TRUSTEE
    1     		10,714    
    250 RIVERCHASE PARKWAY EAST
    BIRMINGHAM,AL35244
    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
    1,004,373
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,004,373
    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
    1,004,373
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,066
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    989,307
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    49,465
    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
    49,465
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    484
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    484
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    48,981
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    48,981
    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
    48,981
    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
    40,599
    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
    40,599
    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
    40,599
    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 48,981
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 37,457
    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$ 40,599
    a Applied to 2019, but not more than line 2a 37,457
    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..... 3,142
    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 ..........     		45,839
    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 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
    SAMARITANS PURSE
    PO BOX 3000
    BOONE,NC286073000     		NONE PC GENERAL OPERATING 9,364
    ARKANSAS CHILDREN'S HOSPITAL NW AR
    1 CHILDRENS WAY
    LITTLE ROCK,AR72202     		NONE PC GENERAL OPERATING 9,364
    STEPHEN SILLER TUNNEL TO TOWERS FDN
    2361 HYLAN BLVD
    Staten Island,NY10306     		NONE PC GENERAL OPERATING 9,364
    Wounded Warrior Project
    4899 BELFORT ROAD SUITE 300
    Jacksonville,FL32256     		NONE PC GENERAL OPERATING 9,364
    Total .................................bullet 3a 37,456
    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 22,373  
    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 22,176  
    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)..   44,549  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    44,549
    (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:
    WILLDA V LANDON CHARITABLE FOUNDATION
    EIN:
    61-6552604
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2020 InvestmentsOtherSchedule2
    Name:
    WILLDA V LANDON CHARITABLE FOUNDATION
    EIN:
    61-6552604
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    04316A108 ARTISAN PARTNERS ASS AT COST 358 352
    122017106 BURLINGTON STORES IN AT COST 206 1,046
    258278100 DORMAN PRODS INC AT COST 351 695
    262037104 DRIL-QUIP INC AT COST 238 118
    670837103 OGE ENERGY CORP AT COST 250 255
    891092108 TORO CO/THE AT COST 498 1,328
    26969P108 EAGLE MATERIALS INC AT COST 583 608
    30214U102 EXPONENT INC AT COST 277 1,440
    366651107 GARTNER INC NEW CL A AT COST 340 801
    57060D108 MARKETAXESS HOLDINGS AT COST 107 1,141
    739276103 POWER INTEGRATIONS I AT COST 204 655
    74051N102 PREMIER INC-CLASS A      
    80689H102 SCHNEIDER NATIONAL I AT COST 427 393
    00287Y109 ABBVIE INC AT COST 6,467 8,358
    149568107 CAVCO INDS INC DEL AT COST 421 702
    27616P103 EASTERLY GOVERNMENT AT COST 678 793
    29414B104 EPAM SYSTEMS INC AT COST 392 1,075
    37637Q105 GLACIER BANCORP INC AT COST 301 506
    384109104 GRACO INC AT COST 297 796
    59522J103 MID-AMERICA APARTMEN      
    596278101 MIDDLEBY CORP      
    753422104 RAPID7 INC AT COST 345 1,172
    767744105 RITCHIE BROS AUCTION AT COST 387 1,113
    921937603 VANGUARD TOTAL BOND      
    929740108 WABTEC CORP      
    00203H859 AQR MANAGED FUTURES AT COST 22,829 17,069
    03027X100 AMERICAN TOWER CORP AT COST 6,017 6,060
    146229109 CARTER S INC AT COST 615 564
    148806102 CATALENT INC AT COST 383 1,353
    33829M101 FIVE BELOW AT COST 170 875
    46637K265 JPMORGAN HEDGED EQUI AT COST 34,939 42,928
    536797103 LITHIA MOTORS INC AT COST 479 1,463
    64125C109 NEUROCRINE BIOSCIENC AT COST 699 767
    655663102 NORDSON CORP AT COST 372 1,005
    731068102 POLARIS INDUSTRIES I AT COST 701 667
    75524B104 RBC BEARINGS INC AT COST 338 1,074
    82669G104 SIGNATURE BANK/NEW Y AT COST 814 812
    882681109 TEXAS ROADHOUSE INC AT COST 758 938
    969251750 WILLIAM BLAIR MACRO      
    09180C106 BJS RESTAURANTS INC      
    464287200 ISHARES CORE S& P 50 AT COST 101,394 174,556
    464287507 ISHARES CORE S& P MI AT COST 17,317 29,878
    464287804 ISHARES CORE S& P SM AT COST 16,844 29,316
    464288240 ISHARES MSCI ACWI EX AT COST 65,769 84,917
    72346Q104 PINNACLE FINANCIAL P AT COST 695 773
    736508847 PORTLAND GENERAL ELE AT COST 448 513
    872540109 TJX COS INC/THE      
    955306105 WEST PHARMACEUTICAL      
    00404A109 ACADIA HEALTHCARE CO AT COST 854 955
    024835100 AMERICAN CAMPUS COMM AT COST 720 855
    099502106 BOOZ ALLEN HAMILTON AT COST 341 959
    128119880 CALAMOS MARKET NEUTR AT COST 35,649 39,057
    192422103 COGNEX CORP AT COST 212 883
    038336103 APTARGROUP INC AT COST 268 548
    06828M876 BARON EMERGING MARKE AT COST 30,424 52,653
    090572207 BIO RAD LABS INC CL AT COST 626 1,166
    576485205 MATADOR RESOURCES CO      
    73278L105 POOL CORP AT COST 107 373
    866674104 SUN COMMUNITIES INC AT COST 451 1,064
    947890109 WEBSTER FINANCIAL CO      
    258620509 DOUBLELINE EMG MKTS AT COST 8,099 8,255
    428291108 HEXCEL CORP AT COST 612 436
    747316107 QUAKER CHEMICAL CORP AT COST 400 1,014
    826919102 SILICON LABORATORIES AT COST 385 637
    957638109 WESTERN ALLIANCE BAN AT COST 944 1,079
    701877102 PARSLEY ENERGY INC AT COST 816 497
    749685103 RPM INTERNATIONAL IN AT COST 559 1,180
    902252105 TYLER TECHNOLOGIES I      
    91324P102 UNITED HEALTH GROUP AT COST 4,126 7,715
    989207105 ZEBRA TECHNOLOGIES C AT COST 265 1,537
    G5005R107 JAMES RIVER GROUP HO      
    G50871105 JAZZ PHARMACEUTICALS AT COST 578 660
    08579W103 BERRY PLASTICS GROUP      
    21870Q105 CORESITE REALTY CORP AT COST 570 626
    36555P107 GARDNER DENVER HOLDI      
    44930G107 ICU MED INC      
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    78467J100 SS&C TECHNOLOGIES HO      
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    548661107 LOWES COMPANIES INC AT COST 6,163 8,828
    71377A103 PERFORMANCE FOOD GRO AT COST 286 286
    G8473T100 STERIS PLC AT COST 240 948
    303075105 FACTSET RESEARCH SYS AT COST 5,580 7,315
    493267108 KEYCORP NEW COM      
    518439104 ESTEE LAUDER COS INC      
    824348106 SHERWIN-WILLIAMS CO/ AT COST 6,836 8,819
    12514G108 C D W CORP/DE AT COST 7,251 8,303
    45784P101 INSULET CORP      
    48121L114 JPMORGAN STRAT INC O AT COST 36,499 36,562
    74440Y884 PGIM HIGH YIELD FUND AT COST 25,429 27,381
    882508104 TEXAS INSTRUMENTS IN AT COST 7,535 9,684
    G1151C101 ACCENTURE PLC IRELAN AT COST 6,168 8,620
    04911A107 ATLANTIC UNION BANKS AT COST 478 428
    05550J101 BJ'S WHOLESALE CLUB AT COST 824 1,230
    29362U104 ENTEGRIS INC AT COST 449 1,057
    38526M106 GRAND CANYON ED INC AT COST 582 466
    855244109 STARBUCKS CORP AT COST 7,514 9,628
    98978V103 ZOETIS INC AT COST 6,194 8,110
    G5960L103 MEDTRONIC PLC AT COST 7,458 8,317
    04314H592 ARTISAN DEVELOPING W AT COST 11,538 22,661
    053015103 AUTOMATIC DATA PROCE AT COST 7,619 8,458
    440452100 HORMEL FOODS CORP AT COST 5,778 6,619
    91879Q109 VAIL RESORTS INC AT COST 201 279
    443573100 HUBSPOT INC AT COST 668 1,586
    374689107 GIBRALTAR INDS INC AT COST 763 1,151
    57636Q104 MASTERCARD INC AT COST 6,290 8,210
    654106103 NIKE INC CL B AT COST 6,820 10,044
    872307103 TCF FINANCIAL CORP AT COST 515 481
    136375102 CANADIAN NATIONAL RA AT COST 7,212 8,898
    29404K106 ENVESTNET INC AT COST 334 411
    78409V104 S & P GLOBAL INC AT COST 5,698 6,903
    724078100 PIPER JAFFRAY COS AT COST 385 505
    87166B102 SYNEOS HEALTH INC CL AT COST 813 954
    156727109 CERENCE INC AT COST 570 1,407
    488401100 KEMPER CORP AT COST 616 615
    451107106 IDACORP INC AT COST 630 672
    45687V106 INGERSOLL RAND INC AT COST 773 1,230
    313855108 FEDERAL SIGNAL CORP AT COST 505 564
    256677105 DOLLAR GENERAL CORP AT COST 6,728 7,781
    776696106 ROPER TECHNOLOGIES I AT COST 6,205 7,760
    109194100 BRIGHT HORIZONS FAMI AT COST 241 346
    G46188101 HORIZON THERAPEUTICS AT COST 555 585
    258620566 DOUBLELINE TTL RTRN AT COST 42,455 42,775
    929089100 VOYA FINANCIAL INC AT COST 558 529
    379577208 GLOBUS MEDICAL INC A AT COST 465 652
    45826H109 INTEGER HOLDINGS COR AT COST 375 406
    09258N570 BLACKROCK TACT OPPOR AT COST 16,973 16,936
    444097109 HUDSON PACIFIC PROPE AT COST 587 504
    513847103 LANCASTER COLONY COR AT COST 633 735
    057071854 BAIRD AGGREGATE BOND AT COST 99,110 99,959
    922020813 VANGUARD EMERG MKTS AT COST 5,213 5,553
    60855R100 MOLINA HEALTHCARE IN AT COST 396 638
    16359R103 CHEMED CORP AT COST 374 533
    31635T807 FIDELITY ADV INV GR AT COST 99,110 98,765
    28618M106 ELEMENT SOLUTIONS IN AT COST 743  
    49714P108 KINSALE CAPITAL GROU AT COST 106 200

    TY 2020 OtherDecreasesSchedule
    Name:
    WILLDA V LANDON CHARITABLE FOUNDATION
    EIN:
    61-6552604
    Description Amount
    COST BASIS ADJUSTMENT 51
    ROUNDING 1


    TY 2020 OtherExpensesSchedule
    Name:
    WILLDA V LANDON CHARITABLE FOUNDATION
    EIN:
    61-6552604
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES-DIVIDEND I 3 3   0


    TY 2020 OtherIncreasesSchedule
    Name:
    WILLDA V LANDON CHARITABLE FOUNDATION
    EIN:
    61-6552604
    Description Amount
    MUTUAL FUND TIMING ADJ 402


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WILLDA V LANDON CHARITABLE FOUNDATION
    EIN:
    61-6552604
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 889 889    


    TY 2020 TaxesSchedule
    Name:
    WILLDA V LANDON CHARITABLE FOUNDATION
    EIN:
    61-6552604
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 206 206   0
    FEDERAL TAX PAYMENT - PRIOR YE 298 0   0
    FEDERAL ESTIMATES - PRINCIPAL 916 0   0
    FOREIGN TAXES ON NONQUALIFIED 19 19   0