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
SEIBERT CHARITABLE TRUST -TRUST A(MFF)
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 29522
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RALEIGH, NC27626
A Employer identification number

62-6340467
B Telephone number (see instructions)

(919) 716-7347
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$1,128,963J 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... 18,882 18,723  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 235,522
b Gross sales price for all assets on line 6a 763,541
7 Capital gain net income (from Part IV, line 2)... 235,522
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........ 254,404 254,245  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,822 10,822    
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 450 450 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,167 1,085   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 18,374 274    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,813 12,631 0 0
25 Contributions, gifts, grants paid....... 55,413 55,413
26 Total expenses and disbursements. Add lines 24 and 25 86,226 12,631 0 55,413
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 168,178
b Net investment income (if negative, enter -0-) 241,614
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......... 14,100 27,366 27,366
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).......... 690,447 Click to see attachment844,208 1,101,597
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) 704,547 871,574 1,128,963
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........ 704,547 871,574
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)..... 704,547 871,574
30 Total liabilities and net assets/fund balances (see instructions). 704,547 871,574
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
704,547
2
Enter amount from Part I, line 27a .....................
2
168,178
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
433
4
Add lines 1, 2, and 3 ..........................
4
873,158
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,584
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
871,574
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 63.143 COLUMBIA CONTRARIAN CORE FUND INSTL #6262     2020-01-06
b 49.828 GLENMEDE LARGE CAP CORE PORTFOLIO - INST #5559   2019-12-16 2020-01-06
c 1158.069 GLENMEDE LARGE CAP CORE PORTFOLIO - INST #5559     2020-01-06
d 1581.837 GOLDMAN SACHS ENHANCED INCOME FD CL I #1999   2018-04-03 2020-01-06
e 18.337 OAKMARK FUND - INST #2876   2019-12-13 2020-01-06
240.294 OAKMARK FUND - INST #2876   2018-12-27 2020-01-06
92. ISHARES MSCI ACWI ETF   2019-12-02 2020-01-06
429.371 INVESCO OPPENHEIMER STEELPATH MLP SELECT40 FUND CL R6   2020-01-06 2020-03-13
334.649 TORTOISE MLP & PIPELINE FUND - INS   2020-01-06 2020-03-13
775.076 AMERICAN BEACON GARCIA HAMILTON QUALITY BOND FUND CL R5 #4851   2018-07-02 2020-03-16
1071.454 BAIRD AGGREGATE BOND FUND INST #72     2020-03-16
326.208 GOLDMAN SACHS ENHANCED INCOME FD CL I #1999   2018-04-03 2020-03-16
24.649 HARTFORD EMERGING MARKETS LOCAL DEBT FUND CLASS Y #1025   2018-08-20 2020-03-16
14.151 T ROWE PRICE INSTITUTIONAL EMERGING MARKETS BOND FUND #163   2018-10-01 2020-03-16
841.462 WELLS FARGO CORE BOND FUND CLASS R6 #4657   2017-09-27 2020-03-16
81.969 VICTORY INTEGRITY DISCOVERY FUND CLASS Y   2019-01-10 2020-03-18
381.536 PIMCO STOCKSPLUS INTERNATIONAL FUND U.S. DOLLAR-HEDGED INST #3     2020-03-23
1255.026 PIMCO STOCKSPLUS INTERNATIONAL FUND U.S. DOLLAR-HEDGED INST #   2018-12-27 2020-03-23
1.107 ARTISAN INTERNATIONAL SMALL-MID FUND INSTL #2467   2019-07-03 2020-03-25
358.213 BAIRD AGGREGATE BOND FUND INST #72   2017-04-21 2020-03-25
100.77 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND CLASS K #1804   2017-01-17 2020-03-25
10. ISHARES MSCI ACWI ETF   2020-03-13 2020-03-25
103.002 PIMCO STOCKSPLUS INTERNATIONAL FUND UNHEDGED INST #321   2020-03-23 2020-03-25
317.786 WELLS FARGO CORE BOND FUND CLASS R6 #4657   2017-09-27 2020-03-25
4.487 VICTORY INTEGRITY DISCOVERY FUND CLASS Y   2019-01-10 2020-03-27
44.186 VICTORY INTEGRITY DISCOVERY FUND CLASS Y     2020-03-27
137.718 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND CLASS K #1804   2017-01-17 2020-04-06
289.546 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND CLASS K #1804   2017-01-17 2020-04-06
33.45 GOLDMAN SACHS INTERNATIONAL SMALL CAP INSIGHTS FUND CLASS R6 #46   2016-02-29 2020-04-06
212.669 MFS MID CAP VALUE R6 #4837     2020-04-06
27.191 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524     2020-04-06
8.696 PIMCO STOCKSPLUS SMALL FUND - INST #1885   2019-01-10 2020-04-20
22.668 COLUMBIA CONTRARIAN CORE FUND INSTL #6262   2016-06-13 2020-05-15
269.761 JOHNSON ENHANCED RETURN FUND   2020-01-06 2020-05-15
81.35 T ROWE PRICE US EQUITY RESEARCH FUND CL I #358   2020-01-06 2020-05-15
84.784 VANGUARD 500 INDEX FUND ADM #540     2020-05-15
21.999 ARTISAN INTERNATIONAL SMALL-MID FUND INSTL #2467   2019-04-02 2020-06-04
30.723 ASHMORE EMERGING MARKETS ACTIVE EQUITY FUND - INST   2019-11-13 2020-06-04
42.798 BALLIE GIFFORD EMERGING MARKETS EQUITIES FUND CLASS K     2020-06-04
275.398 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND CLASS K #1804   2017-01-17 2020-06-04
5.601 BLACKROCK HIGH YIELD BOND PORTFOLIO CLASS K #340   2017-10-04 2020-06-04
6.932 COHEN & STEERS REAL ESTATE SECURITIES FUND CLASS I #1260   2018-07-02 2020-06-04
61.735 DFA INTERNATIONAL REAL ESTATE SECURITIES FUND   2016-02-29 2020-06-04
63.558 FEDERATED HERMES MDT SMALL CAP CORE FUND   2019-04-02 2020-06-04
219.759 FIDELITY MID CAP INDEX FUND INST PREMIUM #2352     2020-06-04
1.478 FIDELITY MID CAP INDEX FUND INST PREMIUM #2352   2019-11-13 2020-06-04
61.72 GOLDMAN SACHS INTERNATIONAL SMALL CAP INSIGHTS FUND CLASS R6 #46   2016-02-29 2020-06-04
34.061 WCM FOCUSED INTERNATIONAL GROWTH FUND #840   2018-07-02 2020-06-04
4. ISHARES MSCI ACWI ETF   2020-03-13 2020-06-04
70. ISHARES RUS TOP 200 ETF   2020-05-15 2020-06-04
133.453 MFS MID CAP VALUE R6 #4837   2018-12-27 2020-06-04
435.729 PEAR TREE POLARIS FOREIGN VALUE FUND CL R6 #8896   2018-07-02 2020-06-04
193.698 PIMCO STOCKSPLUS SMALL FUND - INST #1885   2019-01-10 2020-06-04
14.701 PRINCIPAL REAL ESTATE SECURITIES FUND - R6 #4269     2020-06-04
30.699 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524     2020-06-04
29.877 VANGUARD 500 INDEX FUND ADM #540   2017-01-17 2020-06-04
2076.311 AMERICAN BEACON GARCIA HAMILTON QUALITY BOND FUND CL R5 #4851     2020-07-13
1815.105 BAIRD AGGREGATE BOND FUND INST #72     2020-07-13
129.693 COLUMBIA SMALL CAP INDEX FUND INTL #444     2020-07-13
115.493 COLUMBIA CONTRARIAN CORE FUND INSTL #6262   2016-06-13 2020-07-13
18.49 FEDERATED HERMES MDT SMALL CAP CORE FUND     2020-07-13
2863.989 GOLDMAN SACHS ENHANCED INCOME FD CL I #1999     2020-07-13
301.914 JOHNSON ENHANCED RETURN FUND   2020-01-06 2020-07-13
139.885 MFS MID CAP VALUE R6 #4837   2018-12-27 2020-07-13
94.286 PIMCO STOCKSPLUS SMALL FUND - INST #1885     2020-07-13
39.692 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524     2020-07-13
176.378 T ROWE PRICE US EQUITY RESEARCH FUND CL I #358   2020-01-06 2020-07-13
63.425 VANGUARD 500 INDEX FUND ADM #540     2020-07-13
1418.26 WELLS FARGO CORE BOND FUND CLASS R6 #4657     2020-07-13
281.26 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND CLASS K #1804   2017-01-17 2020-07-17
43.681 BLACKROCK HIGH YIELD BOND PORTFOLIO CLASS K #340     2020-07-17
361.154 BLACKROCK HIGH YIELD BOND PORTFOLIO CLASS K #340     2020-07-17
248.423 DFA INTERNATIONAL REAL ESTATE SECURITIES FUND     2020-07-17
468.238 DFA INTERNATIONAL REAL ESTATE SECURITIES FUND     2020-07-17
102.588 FIDELITY ADVISIOR INTERNATIONAL REAL ESTATE FUND     2020-07-17
8.856 FIDELITY ADVISIOR INTERNATIONAL REAL ESTATE FUND     2020-07-17
34.433 HARTFORD EMERGING MARKETS LOCAL DEBT FUND CLASS Y #1025   2020-04-16 2020-07-17
509.018 HARTFORD EMERGING MARKETS LOCAL DEBT FUND CLASS Y #1025   2018-08-20 2020-07-17
287.226 WCM FOCUSED INTERNATIONAL GROWTH FUND #840   2018-07-02 2020-07-17
101. ISHARES MSCI ACWI ETF     2020-07-17
238.825 IVY HIGH INCOME FUND CLASS N #229     2020-07-17
52.383 IVY HIGH INCOME FUND CLASS N #229     2020-07-17
280.441 LAZARD INTERNATIONAL EQUITY INST #632     2020-07-17
834.901 PIMCO STOCKSPLUS INTERNATIONAL FUND UNHEDGED INST #321     2020-07-17
47.811 PIMCO STOCKSPLUS SMALL FUND - INST #1885   2019-01-10 2020-07-17
30.494 T ROWE PRICE INSTITUTIONAL EMERGING MARKETS BOND FUND #163     2020-07-17
387.735 T ROWE PRICE INSTITUTIONAL EMERGING MARKETS BOND FUND #163     2020-07-17
1. VACANT LOT LOCATED ON 0.37 ACRES - LIBBEY ARIAIL LANE   1992-01-15 2020-09-30
116.346 COLUMBIA SMALL CAP INDEX FUND INTL #444     2020-10-05
110.138 COLUMBIA SMALL CAP INDEX FUND INTL #444     2020-10-05
31.375 FEDERATED HERMES MDT SMALL CAP CORE FUND   2019-04-02 2020-10-05
43.464 PIMCO STOCKSPLUS SMALL FUND - INST #1885   2019-01-10 2020-10-05
106.588 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524     2020-10-05
25.727 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524     2020-10-05
51.196 VANGUARD 500 INDEX FUND ADM #540     2020-10-05
81.579 VANGUARD 500 INDEX FUND ADM #540   2017-01-17 2020-10-05
1.08 ARTISAN INTERNATIONAL SMALL-MID FUND INSTL #2467   2019-07-03 2020-10-06
6.523 BALLIE GIFFORD EMERGING MARKETS EQUITIES FUND CLASS K   2020-10-05 2020-10-06
5.16 COLUMBIA SMALL CAP INDEX FUND INTL #444   2020-03-18 2020-10-06
26.987 FIDELITY MID CAP INDEX FUND INST PREMIUM #2352   2020-10-05 2020-10-06
6.736 GOLDMAN SACHS INTERNATIONAL SMALL CAP INSIGHTS FUND CLASS R6 #46   2019-07-03 2020-10-06
10.597 WCM FOCUSED INTERNATIONAL GROWTH FUND #840   2018-07-02 2020-10-06
39.103 PEAR TREE POLARIS FOREIGN VALUE FUND CL R6 #8896   2018-07-02 2020-10-06
18.161 PIMCO STOCKSPLUS SMALL FUND - INST #1885   2019-01-10 2020-10-06
2.687 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524   2020-03-16 2020-10-06
2.398 VANGUARD 500 INDEX FUND ADM #540   2020-03-16 2020-10-06
47.915 AMERICAN BEACON GARCIA HAMILTON QUALITY BOND FUND CL R5 #4851   2019-11-13 2020-11-25
15.725 ARTISAN INTERNATIONAL SMALL-MID FUND INSTL #2467   2019-07-03 2020-11-25
127.199 ASHMORE EMERGING MARKETS ACTIVE EQUITY FUND - INST   2019-11-13 2020-11-25
62.853 BALLIE GIFFORD EMERGING MARKETS EQUITIES FUND CLASS K   2019-11-13 2020-11-25
258.567 BAIRD AGGREGATE BOND FUND INST #72   2019-11-13 2020-11-25
187.725 ISHARES MSCI EAFE INTERNATIONAL INDEX FUND CLASS K #1804   2017-01-17 2020-11-25
32.397 BLACKROCK MID-CAP GROWTH EQUITY PORTFOLIO CLASS K #1943   2020-10-05 2020-11-25
8.623 COHEN & STEERS REAL ESTATE SECURITIES FUND CLASS I #1260     2020-11-25
97.094 COLUMBIA CONTRARIAN CORE FUND INSTL #6262   2016-06-13 2020-11-25
38.738 FEDERATED HERMES MDT SMALL CAP CORE FUND   2019-04-02 2020-11-25
285.931 FIDELITY MID CAP INDEX FUND INST PREMIUM #2352   2019-11-13 2020-11-25
20.083 GOLDMAN SACHS INTERNATIONAL SMALL CAP INSIGHTS FUND CLASS R6 #4   2019-07-03 2020-11-25
93.784 GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND CLASS R6 #4   2017-04-21 2020-11-25
66.455 WCM FOCUSED INTERNATIONAL GROWTH FUND #840   2018-07-02 2020-11-25
115. ISHARES RUS TOP 200 ETF   2020-10-06 2020-11-25
141.088 JOHNSON ENHANCED RETURN FUND   2020-10-05 2020-11-25
81.541 LAZARD INTERNATIONAL EQUITY INST #632   2019-04-02 2020-11-25
126.793 MFS MID CAP VALUE R6 #4837   2018-12-27 2020-11-25
19.241 MAINSTAY CBRE GLOBAL INFRASTRUCTURE FUND CLASS I #5023   2020-07-17 2020-11-25
21.143 NUVEEN GLOBAL INFRASTRUCTURE FUND CLASS I #6726     2020-11-25
57.404 PEAR TREE POLARIS FGN VAL SM CAP R6 #1046     2020-11-25
298.123 PEAR TREE POLARIS FOREIGN VALUE FUND CL R6 #8896   2018-07-02 2020-11-25
268.146 PIMCO STOCKSPLUS INTERNATIONAL FUND UNHEDGED INST #321   2020-10-05 2020-11-25
87.726 PIMCO STOCKSPLUS SMALL FUND - INST #1885   2019-01-10 2020-11-25
6.398 PRINCIPAL REAL ESTATE SECURITIES FUND - R6 #4269   2018-02-02 2020-11-25
3. PROSHARES TR DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF   2020-07-17 2020-11-25
24.17 T ROWE PRICE EMERGING MARKETS STOCK FUND CLASS I #531     2020-11-25
131.931 TIAA-CREF EMERGING MARKETS EQUITY INDEX FUND INST #2245     2020-11-25
100.503 T ROWE PRICE US EQUITY RESEARCH FUND CL I #358   2020-10-05 2020-11-25
62.431 VANGUARD SHORT TERM BOND INDEX ADM #5132   2020-07-13 2020-11-25
8. VANGUARD SCOTTSDALE FDS VNG RUS2000IDX     2020-11-25
148.152 WELLS FARGO CORE BOND FUND CLASS R6 #4657   2017-09-27 2020-11-25
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 1,744   1,463 281
b 1,371   1,353 18
c 31,858   25,964 5,894
d 14,980   14,869 111
e 1,471   1,445 26
19,281   16,311 2,970
7,305   7,102 203
1,490   3,020 -1,530
2,396   4,240 -1,844
7,681   7,673 8
12,236   11,680 556
3,037   3,066 -29
123   136 -13
105   118 -13
11,284   10,863 421
1,532   2,818 -1,286
1,988   2,109 -121
6,539   8,773 -2,234
13   16 -3
3,969   3,887 82
1,047   1,203 -156
618   606 12
446   393 53
4,163   4,103 60
97   154 -57
958   1,079 -121
1,475   1,644 -169
3,101   3,457 -356
286   324 -38
3,777   4,203 -426
2,048   2,202 -154
60   77 -17
571   494 77
4,068   4,602 -534
2,242   2,534 -292
22,466   18,214 4,252
339   293 46
306   324 -18
829   893 -64
3,459   3,288 171
41   44 -3
108   107 1
242   307 -65
1,104   1,222 -118
4,832   5,115 -283
33   34 -1
653   597 56
655   544 111
300   243 57
5,199   4,821 378
2,968   2,635 333
4,244   4,989 -745
1,629   1,719 -90
359   330 29
2,906   2,347 559
8,616   6,256 2,360
21,386   20,583 803
21,509   19,633 1,876
2,411   3,042 -631
3,198   2,517 681
311   361 -50
27,265   26,941 324
5,048   5,151 -103
2,925   2,762 163
759   876 -117
3,714   3,125 589
5,376   5,494 -118
18,477   17,299 1,178
19,884   18,341 1,543
3,617   3,358 259
321   280 41
2,651   2,626 25
944   834 110
1,779   2,289 -510
1,192   1,182 10
103   93 10
185   165 20
2,728   2,754 -26
5,891   4,590 1,301
7,792   6,018 1,774
1,538   1,664 -126
337   308 29
4,832   4,898 -66
4,617   3,550 1,067
404   424 -20
244   225 19
3,106   3,225 -119
250,000   62,636 187,364
2,403   1,744 659
2,274   2,465 -191
582   603 -21
389   386 3
11,087   7,929 3,158
2,676   2,010 666
16,105   13,896 2,209
25,662   17,082 8,580
19   15 4
148   148  
106   72 34
635   639 -4
78   79 -1
229   169 60
375   448 -73
162   161 1
277   181 96
744   528 216
494   480 14
295   223 72
1,576   1,342 234
1,648   1,308 340
3,064   2,896 168
2,707   2,241 466
1,303   1,219 84
139   141 -2
3,140   2,116 1,024
841   745 96
7,540   6,648 892
243   236 7
1,041   848 193
1,571   1,062 509
10,012   9,451 561
2,723   2,547 176
1,577   1,420 157
3,289   2,503 786
228   216 12
233   220 13
628   646 -18
3,336   3,413 -77
1,692   1,534 158
922   778 144
167   144 23
126   121 5
1,266   1,017 249
1,694   1,290 404
3,596   3,337 259
678   680 -2
1,180   1,023 157
2,083   1,913 170
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
      6,136
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       281
b       18
c       5,894
d       111
e       26
      2,970
      203
      -1,530
      -1,844
      8
      556
      -29
      -13
      -13
      421
      -1,286
      -121
      -2,234
      -3
      82
      -156
      12
      53
      60
      -57
      -121
      -169
      -356
      -38
      -426
      -154
      -17
      77
      -534
      -292
      4,252
      46
      -18
      -64
      171
      -3
      1
      -65
      -118
      -283
      -1
      56
      111
      57
      378
      333
      -745
      -90
      29
      559
      2,360
      803
      1,876
      -631
      681
      -50
      324
      -103
      163
      -117
      589
      -118
      1,178
      1,543
      259
      41
      25
      110
      -510
      10
      10
      20
      -26
      1,301
      1,774
      -126
      29
      -66
      1,067
      -20
      19
      -119
      187,364
      659
      -191
      -21
      3
      3,158
      666
      2,209
      8,580
      4
       
      34
      -4
      -1
      60
      -73
      1
      96
      216
      14
      72
      234
      340
      168
      466
      84
      -2
      1,024
      96
      892
      7
      193
      509
      561
      176
      157
      786
      12
      13
      -18
      -77
      158
      144
      23
      5
      249
      404
      259
      -2
      157
      170
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 235,522
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 3,358
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,358
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 3,358
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 7
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,365
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)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFIRST CITIZENS BANK, C/O PAMELA S POSTAL Telephone no.bullet (803) 931-1675

    Located atbullet1230 MAIN STREET P O BOX 29COLUMBIASC ZIP+4bullet29202
    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
    FIRST CITIZENS BANK TRUSTEE
    2     		10,822    
    4300 SIX FORKS RD
    RALEIGH,NC27626
    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
    1,069,973
    b
    Average of monthly cash balances.......................
    1b
    35,833
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,105,806
    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
    1,105,806
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,587
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,089,219
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    54,461
    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
    54,461
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,358
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,358
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    51,103
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    51,103
    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
    51,103
    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
    55,413
    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
    55,413
    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
    55,413
    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 51,103
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 54,113
    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$ 55,413
    a Applied to 2019, but not more than line 2a 54,113
    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..... 1,300
    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 ..........     		49,803
    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
    CENTRAL CAROLINA COMMUNITY FOUNDATION
    2711 MIDDLEBURG DRIVE
    COLUMBIA,SC29204     		NONE PC PROGRAM FUNDING AS NEEDED 1,300
    ANIMAL PROTECTION LEAGUE OF SC
    6080 OLD LEESBURG ROAD
    HOPKINS,SC29061     		NONE PC PROGRAM FUNDING AS NEEDED 5,000
    AVIAN CONSERVATION CENTER
    P O BOX 1247
    CHARLESTON,SC29402     		NONE PC PROGRAM FUNDING AS NEEDED 7,113
    HEALING SPECIES
    496 FARNUM ROAD
    ORANGEBURG,SC29118     		NONE PC PROGRAM FUNDING AS NEEDED 6,500
    HEARTWORM PROJECT
    P O BOX 7308
    WEST COLUMBIA,SC29171     		NONE PC PROGRAM FUNDING AS NEEDED 5,000
    PAWMETTO LIFELINE
    1275 BOWER PARKWAY
    COLUMBIA,SC29212     		NONE PC PROGRAM FUNDING AS NEEDED 7,000
    SQ RESCUE
    P O BOX 291450
    COLUMBIA,SC29229     		NONE PC PROGRAM FUNDING AS NEEDED 5,000
    CHARLESTON ANIMAL SOCIETY
    2455 REMOUNT RD NORTH
    CHARLESTON,SC29406     		NONE PC PROGRAM FUNDING AS NEEDED 7,000
    PETS INC
    300 ORCHARD DRIVE
    WEST COLUMBIA,SC29170     		NONE PC GENERAL FUNDING 6,000
    ANIMAL MISSION
    PO BOX 50023
    Columbia,SC29250     		NONE PC GENERAL FUNDING 5,500
    Total .................................bullet 3a 55,413
    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 18,882  
    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 ............     		    18 235,522  
    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)..   254,404  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    254,404
    (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:
    SEIBERT CHARITABLE TRUST -TRUST A(MFF)
    EIN:
    62-6340467
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 450 450    

    TY 2020 InvestmentsOtherSchedule2
    Name:
    SEIBERT CHARITABLE TRUST -TRUST A(MFF)
    EIN:
    62-6340467
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BAIRD AGGREGATE AT COST 111,012 116,861
    BLACKROCK HIGH YIELD      
    HARTFORD EMERGING MKTS LOCAL D      
    IVY HIGH INCOME      
    ISHARES MSCI EAFE INTL INDEX AT COST 18,449 23,255
    DFA INTL REAL ESTATE SECURITIE      
    GLENMEDE LARGE CAP CORE      
    GOLDMAN SACHS EMERGING MKTS EQ AT COST 6,451 8,119
    GOLDMAN SACHS INTL SMALL CAP I AT COST 4,382 5,454
    LAZARD INTL EQUITY AT COST 12,426 15,451
    MFS MID CAP VALUE AT COST 15,364 20,450
    PEAR TREE POLARIS FOREIGH VALU AT COST 3,071 3,793
    PIMCO STOCKSPLUS INTL (USD-HED AT COST 9,294 14,747
    PRINCIPAL REAL ESTATE SECURITE AT COST 3,842 4,426
    T ROWE PRICE MID-CAP GROWTH      
    T ROWE PRICE EMERGING MKTS STO AT COST 6,753 9,067
    TIAA-CREF EMERGING MKTS EQUITY AT COST 9,333 12,443
    VANGUARD 500 INDEX      
    GOLDMAN SACHS ENHANCED INCOME      
    T ROWE PRICE INSTITUTIONAL EME      
    COHEN & STEERS REAL ESTATE SEC AT COST 2,821 3,100
    FIDELITY ADVISOR INTERNATIONAL      
    OAKMARK FUND      
    WCM FOCUSED INTERNATIONAL GROW AT COST 13,202 18,628
    PEAR TREE POLARIS FOREIGN VALU AT COST 15,368 18,727
    0.36 ACRES - PALMER CIRCLE LAK AT COST 17,501 167,000
    0.37 ACRES - LIBBEY AROALL LAN      
    AMERICAN BEACON GARCIA HAMILTO AT COST 59,745 60,384
    ARTISAN INTERNATIONAL SAMLL-MI AT COST 3,137 4,434
    ASHMORE EMERGING MARKETA ACTIV AT COST 8,661 10,712
    BALLIE GIFFORD EMERGING MARKET AT COST 7,731 10,165
    COLUMBIA SMALL CAP INDEX FUND      
    COLUMBIA CONTRARIAN CORE FUND AT COST 23,589 29,154
    FEDERATED MDT SMALL CAP CORE F      
    FIDELITY MID CAP INDEX FUND IN AT COST 47,607 60,053
    ISHARES MSCI ACWI ETF      
    PIMCO STOCKSPLUS SMALL FUND AT COST 2,908 5,168
    VICTORY INTEGRITY DISCOVERY FU      
    WELLS FARGO CORE BOND FUND AT COST 103,008 104,775
    VANGUARD SHORT TERM BD INDEX AT COST 120,763 120,599
    FEDERATED HERMES MDT SC CORE AT COST 2,544 4,095
    BLACKROCK MID-CAP GROWTH EQUIT AT COST 17,370 20,390
    JOHNSON ENHANCED RETURN AT COST 28,050 31,735
    T ROWE PRICE US EQUITY RESEARC AT COST 30,929 36,309
    MAINSTAY CBRE GLOBAL INFR AT COST 2,768 2,932
    NUVEEN GLOBAL INFR AT COST 2,859 3,055
    ISHARES RUS TOP 200 AT COST 126,129 147,082
    PROSHARES TR DJ BROOKFIELD AT COST 1,400 1,437
    VANGUARD SCOTTSDALE AT COST 5,741 7,597

    TY 2020 OtherDecreasesSchedule
    Name:
    SEIBERT CHARITABLE TRUST -TRUST A(MFF)
    EIN:
    62-6340467
    Description Amount
    2020 TRANS POSTED IN 2021 380
    COST BASIS ADJ.- WASH SALE & ROC 1,199
    ROUNDING 5


    TY 2020 OtherExpensesSchedule
    Name:
    SEIBERT CHARITABLE TRUST -TRUST A(MFF)
    EIN:
    62-6340467
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE EXPENSE ON NON-REN 18,100 0   0
    OTHER EXPENSE (NON-DEDUCTIBLE 274 274   0


    TY 2020 OtherIncreasesSchedule
    Name:
    SEIBERT CHARITABLE TRUST -TRUST A(MFF)
    EIN:
    62-6340467
    Description Amount
    2019 TRANS POSTED IN 2020 433


    TY 2020 TaxesSchedule
    Name:
    SEIBERT CHARITABLE TRUST -TRUST A(MFF)
    EIN:
    62-6340467
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAX ON NON-RENTAL 776 776   0
    FEDERAL TAX PAYMENT - PRIOR YE 82 0   0
    FOREIGN TAXES ON QUALIFIED FOR 283 283   0
    FOREIGN TAXES ON NONQUALIFIED 26 26   0