Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE TAYLOR WINFIELD FOUNDATION XXX-XX-XXXX
 
Number and street (or P.O. box number if mail is not delivered to street address)1625 NILES CORTLAND RD NE STE 2
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WARREN, OH44484
A Employer identification number

34-6505032
B Telephone number (see instructions)

(330) 609-5057
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$1,131,801J 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 154 154  
4 Dividends and interest from securities... 21,143 21,143  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 28,106
b Gross sales price for all assets on line 6a 363,464
7 Capital gain net income (from Part IV, line 2)... 28,106
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........ 49,403 49,403  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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 1,850 463 0 1,388
c Other professional fees (attach schedule).... Click to see attachment 11,623 8,136   3,487
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 570 270   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 210     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,253 8,869 0 5,075
25 Contributions, gifts, grants paid....... 55,000 55,000
26 Total expenses and disbursements. Add lines 24 and 25 69,253 8,869 0 60,075
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -19,850
b Net investment income (if negative, enter -0-) 40,534
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......... 40,599 17,793 17,793
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) 75,024 Click to see attachment25,019 26,940
b Investments—corporate stock (attach schedule)....... 445,681 Click to see attachment420,922 583,006
c Investments—corporate bonds (attach schedule)....... 25,901 Click to see attachment25,759 27,721
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 336,930 Click to see attachment414,771 476,341
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) 924,135 904,264 1,131,801
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........ 924,135 904,264
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)..... 924,135 904,264
30 Total liabilities and net assets/fund balances (see instructions). 924,135 904,264
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
924,135
2
Enter amount from Part I, line 27a .....................
2
-19,850
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
904,285
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
21
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
904,264
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 2. ADOBE SYSTEMS INC   2019-03-19 2020-02-10
b 2. ADOBE SYSTEMS INC   2019-03-19 2020-06-22
c 12. AIR PRODUCTS & CHEMICALS INC   2018-12-06 2020-03-04
d 3. AIR PRODUCTS & CHEMICALS INC   2018-12-06 2020-06-24
e 1. ALPHABET INC CL A   2019-06-13 2020-02-06
2. ALPHABET INC CL A   2019-06-13 2020-06-10
1. ALPHABET INC CL A   2020-06-18 2020-06-24
19. APPLE INC   2019-01-22 2020-01-17
10. APPLE INC     2020-06-24
5. APPLE INC   2016-07-18 2020-08-06
20. AQUA AMERICA INC   2018-01-05 2020-01-23
4. BLACKROCK INC   2019-09-19 2020-02-11
4. BLACKROCK INC   2019-09-19 2020-10-02
6. COGNIZANT TECH SOLUTIONS   2019-04-08 2020-01-03
41. COGNIZANT TECH SOLUTIONS     2020-01-03
209. CONOCOPHILLIPS     2020-03-06
57.992 DFA GLOBAL REAL ESTATE SECURITIES   2018-05-23 2020-09-16
38.626 DFA GLOBAL REAL ESTATE SECURITIES     2020-09-16
21. D R HORTON INC   2018-08-09 2020-01-23
15. D R HORTON INC   2018-08-09 2020-02-10
50. D R HORTON INC   2018-08-09 2020-05-07
10. DELTA AIRLINES INC NEW   2020-02-13 2020-11-03
11. DISNEY WALT CO COM DISNEY   2020-09-24 2020-12-11
7. ENTERGY CORP NEW   2019-04-17 2020-01-23
26. EXXON MOBIL CORP   2019-08-01 2020-06-24
25000. FEDERAL FARM CREDIT BANK 2.070% 07/18/24-20 C   2016-07-08 2020-03-03
25000. FEDERAL FARM CREDIT BANK 3.350% 03/27/28-20 C   2019-03-15 2020-04-16
1512.937 FEDERATED HERMES MDT SMALL CAP CORE FUND R6     2020-02-24
32. GLAXOSMITHKLINE PLC   2020-02-07 2020-06-24
47. HCA HEALTHCARE INC     2020-02-07
48. HCA HEALTHCARE INC     2020-02-07
54. HP INC   2019-04-17 2020-02-10
12. HOME DEPOT INC COM     2020-02-21
5. HOME DEPOT INC COM   2018-05-24 2020-06-24
16. HONEYWELL INTERNATIONAL INC   2019-05-17 2020-04-09
18. HONEYWELL INTERNATIONAL INC     2020-11-19
219. HOST HOTELS & RESORTS INC   2020-06-24 2020-09-24
483. HOST HOTELS & RESORTS INC     2020-09-24
6. ILLUMINA INC   2020-02-07 2020-06-24
9. INTEL CORP COM   2018-03-16 2020-02-06
33. INTEL CORP COM   2019-05-23 2020-02-06
8. INTEL CORP COM   2018-03-16 2020-06-24
2. INVESCO QQQ TR UNIT SER 1   2019-11-22 2020-02-06
11. INVESCO QQQ TR UNIT SER 1   2019-11-22 2020-06-24
10. INVESCO QQQ TR UNIT SER 1   2019-11-22 2020-09-10
17.521 JPMORGAN SMALL CAP CORE FUND SELECT     2020-02-24
486.537 JPMORGAN SMALL CAP CORE FUND SELECT     2020-02-24
17. KINDER MORGAN INC CLASS P   2019-10-18 2020-02-13
28. KINDER MORGAN INC CLASS P   2018-09-26 2020-03-06
110. KINDER MORGAN INC CLASS P     2020-03-06
4. LAM RESEARCH CORP   2020-04-03 2020-06-24
6. LAM RESEARCH CORP   2020-04-03 2020-12-08
72. METLIFE INC     2020-11-20
8. MICROSOFT CORP COM   2020-01-03 2020-01-17
10. MICROSOFT CORP COM   2020-01-03 2020-02-06
12. MICROSOFT CORP COM   2019-09-12 2020-06-24
2. MID-AMERICA APARTMENT COMMUNITIES INC   2019-06-27 2020-06-24
5. NASDAQ INC   2019-08-16 2020-02-19
12. NASDAQ INC   2019-08-16 2020-06-24
60. NASDAQ INC   2019-03-22 2020-07-24
7. NASDAQ INC   2019-08-16 2020-07-24
5. NEXTERA ENERGY INC     2020-01-17
3. NEXTERA ENERGY INC   2015-11-06 2020-02-06
3. NEXTERA ENERGY INC     2020-06-24
11. NUCOR CORP COM   2020-03-04 2020-06-24
107. OMNICOM GROUP INC   2019-10-02 2020-03-06
6. PEPSICO INC COM   2016-02-10 2020-06-24
66. PROCTER & GAMBLE CO COM     2020-01-10
34. PUBLIC STORAGE REIT   2019-06-28 2020-04-03
.11 RAYTHEON TECHNOLOGIES CORP   2019-05-17 2020-05-14
175. RAYTHEON TECHNOLOGIES CORP     2020-05-18
8. SPDR TRUST SERIES 1   2020-05-07 2020-07-02
41. CHARLES SCHWAB CORP   2020-07-24 2020-10-30
4. SPDR CONSUMER DISCRETIONARY ETF   2019-04-11 2020-02-21
42. SPDR CONSUMER DISCRETIONARY ETF   2016-04-07 2020-02-21
276. FINANCIAL SELECT SECTOR SPDR   2020-03-20 2020-06-18
46. SECTOR SPDR UTIL SELECT SBI     2020-03-04
7. SECTOR SPDR UTIL SELECT SBI   2019-04-17 2020-03-20
88. SECTOR SPDR UTIL SELECT SBI     2020-03-20
11. STARBUCKS CORP   2019-11-25 2020-11-11
31. STARBUCKS CORP   2019-11-25 2020-12-10
54. TRUIST FINL CORP     2020-04-09
38. TWITTER     2020-07-08
161. TWITTER     2020-09-10
196. US BANCORP DEL NEW     2020-06-18
38. ULTA BEAUTY INC     2020-11-20
25. UNITED PARCEL SERVICE CLASS B     2020-10-13
9. V F CORP   2019-08-01 2020-05-21
87. V F CORP   2017-03-01 2020-05-21
429.369 VANGUARD LONG TERM TREASURY INDEX ADMIRAL SHARES   2018-11-06 2020-03-04
2. VERIZON COMMUNICATIONS   2019-10-02 2020-06-24
.805 VIATRIS INC   2019-05-09 2020-12-29
11. VISA INC   2019-11-25 2020-06-24
25. WAL MART STORES INC COM     2020-06-24
18. WEYERHAEUSER CO   2019-10-03 2020-07-22
6. ZIMMER HOLDINGS INC   2019-09-16 2020-02-10
19. ZIMMER HOLDINGS INC     2020-05-07
10. EATON CORP PLC   2019-08-01 2020-02-13
92. EATON CORP PLC     2020-02-13
CAPITAL GAIN DIVIDENDS P    
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(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 739   518 221
b 873   518 355
c 2,804   1,934 870
d 700   483 217
e 1,471   1,088 383
2,927   2,176 751
1,433   1,431 2
6,020   2,905 3,115
3,597   1,543 2,054
2,277   500 1,777
1,040   754 286
2,269   1,776 493
2,286   1,776 510
367   446 -79
2,508   2,843 -335
9,481   12,883 -3,402
600   615 -15
400   439 -39
1,238   947 291
919   676 243
2,357   2,254 103
308   590 -282
1,943   1,351 592
905   652 253
1,162   1,888 -726
25,000   25,000  
25,000   25,000  
29,366   30,920 -1,554
1,300   1,411 -111
6,891   3,949 2,942
7,038   5,731 1,307
1,180   1,111 69
2,954   2,374 580
1,225   936 289
2,300   2,725 -425
3,646   2,895 751
2,225   2,396 -171
4,908   8,016 -3,108
2,142   1,783 359
602   464 138
2,206   1,465 741
472   412 60
460   403 57
2,678   2,218 460
2,723   2,016 707
877   907 -30
24,346   23,876 470
370   343 27
534   498 36
2,096   2,184 -88
1,230   868 362
3,063   1,303 1,760
3,240   3,326 -86
1,329   1,275 54
1,828   1,594 234
2,366   1,655 711
219   233 -14
579   489 90
1,386   1,173 213
7,798   5,024 2,774
910   684 226
1,260   544 716
805   295 510
722   293 429
449   471 -22
7,024   8,249 -1,225
775   589 186
8,179   5,617 2,562
6,587   8,086 -1,499
6   8 -2
10,118   13,491 -3,373
2,499   2,302 197
1,656   1,434 222
523   470 53
5,489   3,284 2,205
6,639   5,343 1,296
3,101   2,530 571
353   402 -49
4,442   4,677 -235
1,043   920 123
3,245   2,592 653
1,930   2,949 -1,019
1,347   1,736 -389
6,282   5,832 450
7,539   10,145 -2,606
10,477   9,804 673
4,380   2,649 1,731
508   756 -248
4,911   4,337 574
13,667   10,000 3,667
108   118 -10
14   14  
2,102   1,989 113
3,002   2,530 472
467   485 -18
951   826 125
2,276   2,539 -263
1,033   804 229
9,503   7,090 2,413
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
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       221
b       355
c       870
d       217
e       383
      751
      2
      3,115
      2,054
      1,777
      286
      493
      510
      -79
      -335
      -3,402
      -15
      -39
      291
      243
      103
      -282
      592
      253
      -726
       
       
      -1,554
      -111
      2,942
      1,307
      69
      580
      289
      -425
      751
      -171
      -3,108
      359
      138
      741
      60
      57
      460
      707
      -30
      470
      27
      36
      -88
      362
      1,760
      -86
      54
      234
      711
      -14
      90
      213
      2,774
      226
      716
      510
      429
      -22
      -1,225
      186
      2,562
      -1,499
      -2
      -3,373
      197
      222
      53
      2,205
      1,296
      571
      -49
      -235
      123
      653
      -1,019
      -389
      450
      -2,606
      673
      1,731
      -248
      574
      3,667
      -10
       
      113
      472
      -18
      125
      -263
      229
      2,413
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 28,106
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................................ 1 563
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........................... 3 563
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- ..... 5 563
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 409
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.............. 7 409
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 9 154
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)
    bulletOH
    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 ofbulletFARMERS TRUST COMPANY Telephone no.bullet (330) 609-5057

    Located atbullet1625 NILES CORTLAND ROAD NE 2WARRENOH ZIP+4bullet44484
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    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
    JOHN ANDERSON PRESIDENT
    2     		0    
    500 SPRING RUN
    WARREN,OH44484
    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
    966,930
    b
    Average of monthly cash balances.......................
    1b
    49,750
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,016,680
    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
    1,016,680
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,250
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,001,430
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    50,072
    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
    50,072
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    563
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    563
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    49,509
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    49,509
    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
    49,509
    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
    60,075
    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
    60,075
    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
    60,075
    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 49,509
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 27,222
    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$ 60,075
    a Applied to 2019, but not more than line 2a 27,222
    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..... 32,853
    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 ..........     		16,656
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ATTY JOHN POGUE
    108 MAIN AVENUE
    WARREN,OH44481
    (330) 392-1541
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER FORM. SHOULD INCLUDE FINANCIAL INFORMATION AND THE TYPE FO GRANT REQUESTED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    FOUNDATION MEDICI
    1625 NILES CORTLAND RD NE STE 2
    WARREN,OH44484     		N/A 501(C)3 PUBLIC SUPPORT 55,000
    Total .................................bullet 3a 55,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 154  
    4 Dividends and interest from securities....     14 21,143  
    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 28,106  
    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)..   49,403  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    49,403
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE TAYLOR WINFIELD FOUNDATION XXX-XX-XXXX
    EIN:
    34-6505032
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,850 463   1,388

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE TAYLOR WINFIELD FOUNDATION XXX-XX-XXXX
    EIN:
    34-6505032
    Name of Bond End of Year Book Value End of Year Fair Market Value
    25,000 COCA COLA 2.875% 10/27 25,759 27,721

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE TAYLOR WINFIELD FOUNDATION XXX-XX-XXXX
    EIN:
    34-6505032
    Name of Stock End of Year Book Value End of Year Fair Market Value
    348 SHS AT&T INC 11,605 10,008
    95 SHS HCA HEALTHCARE INC    
    288 SHS INTEL CORP 11,768 14,348
    180 SHS APPLE COMPUTER INC 1,592 23,884
    66 SHS PROCTER & GAMBLE CO    
    75 SHS RAYTHEON COMPANY NEW    
    102 SHS EATON CORP PLC    
    335 SHS CHARLES SCHWAB CORP 13,751 17,768
    196 SHS US BANCORP DEL NEW    
    288 SHS CISCO SYS INC 8,105 12,888
    143 SHS COGNIZANT TECH SOLUTIO 7,975 11,719
    96 SHS V F CORP    
    22 SHS AIR PRODUCTS & CHEMICA 3,545 6,011
    285 SHS EXXON MOBIL CORP 13,384 11,748
    316 SHS GLAXOSMITHKLINE PLC 12,515 11,629
    55 SHS HONEYWELL INTERN'L INC 5,913 11,699
    483 SHS HOST HOTELS & RESORTS    
    91 SHS MICROSOFT CORPORATION 5,601 20,240
    172 SHS NEXTERA ENERGY INC 4,184 13,270
    125 SHS NUCOR CORP 5,350 6,649
    60 SHS PEPSICO INC 5,892 8,898
    200 SHS AQUA AMERICA INC    
    163 SHS CVS HEALTH CORP 9,717 11,133
    78 SHS VISA INC 7,478 17,061
    131 SHS INGERSOLL-RAND    
    150 SHS D R HORTON INC 6,556 10,338
    112 SHS EDISON INTL    
    16 SHS ALPHABET INC CL A 14,980 28,042
    32 SHS HOME DEPOT INC 5,988 8,500
    209 SHS CONOCOPHILLIPS    
    511 SHS KINDER MORGAN INC CL P 8,227 6,985
    219 SHS KRAFT HEINZ CO    
    619 SHS HP INC 10,297 15,221
    92 SHS JOHNSON & JOHNSON 9,981 14,479
    80 SHS LILLY ELI CO    
    288 SHS METLIFE INC 12,072 13,522
    130 SHS WALMART STORES 9,646 18,740
    198 SHS TJX COMPANIES 7,642 13,521
    199 SHS TWITTER    
    302 SHS JOHNSON CTLS INTL PLC 12,741 14,070
    24 SHS ADOBE SYSTEMS INC 5,626 12,003
    20 SHS BLACKROCK INC 9,213 14,431
    83 SHS ENTERGY CORP NEW 7,432 8,287
    22 SHS ILLUMINA INC 6,474 8,140
    91 SHS MID-AMERICA APARTMENT 10,176 11,529
    84 SHS NASDAQ    
    107 SHS OMNICOM GROUP INC    
    482 SHS PFIZER INC 17,733 17,742
    34 SHS PUBLIC STORAGE REIT    
    63 SHS STARBUCKS CORP 5,186 6,740
    274 SHS TRUIST FINL CORP 11,673 13,133
    190 SHS VERIZON COMMUNICATIONS 11,155 11,163
    418 SHS WEYERHAEUSER 11,128 14,016
    84 SHS ZIMMER BIOMET HOLDINGS 10,160 12,944
    29 SHS CONSTELLATION BRANDS I 4,846 6,352
    170 SHS DELTA AIRLINES INC NEW 10,030 6,836
    98 SHS DISNEY WALT CO 11,194 17,756
    161 SHS EOG RESOURCES INC 8,881 8,029
    190 SHS ESSENTIAL UTILTIES INC 7,095 8,985
    19 SHS LAM RESEARCH CORP 4,125 8,973
    28 SHS ROPER TECHNOLOGIES INC 10,746 12,071
    172 SHS TYSON FOODS INC 14,131 11,084
    59 SHS VIATRIS INC 1,001 1,106
    386 SHS WELLS FARGO & CO NEW 10,188 11,649
    59 SHS CELANESE CORP DEL COM A 6,224 7,666

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE TAYLOR WINFIELD FOUNDATION XXX-XX-XXXX
    EIN:
    34-6505032
    US Government Securities - End of Year Book Value:

    25,019
    US Government Securities - End of Year Fair Market Value:

    26,940
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE TAYLOR WINFIELD FOUNDATION XXX-XX-XXXX
    EIN:
    34-6505032
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    6,917.655 SHS DFA COMM STRATEG AT COST 39,509 37,494
    3,498.286 SHS DFA GLOBAL REAL AT COST 36,889 37,607
    504.058 SHS JPMORGAN SM CAP      
    1,636.211 SHS GOLDMAN SACHS IN AT COST 18,452 19,176
    1,512.937 SHS FED MDT SM CAP C      
    3,512.618 SHS OPPENHEIMER INTL AT COST 63,306 80,158
    1,486.624 SHS PIMCO INTL BD FD AT COST 14,337 15,951
    141.000 SHS SECTOR SPDR UTIL      
    88.000 SHS SPDR CONSUMER DI AT COST 13,585 14,149
    980.552 SHS VG INTERMED TERM AT COST 9,170 10,266
    1,385.451 SHS VG ST TERM INVES AT COST 14,602 15,282
    429.369 SHS VG LT TREASURY I      
    2,014.894 SHS BLACKROCK EVENT AT COST 19,459 20,129
    4,592.779 SHS BLACKROCK ISHARE AT COST 63,564 67,422
    42.000 SHS INVESCO QQQ TR U AT COST 9,479 13,177
    1,863.685 DFA EMERGING MKTS CO AT COST 35,000 45,232
    111.891 SHS GOLDMAN SACHS LG AT COST 3,840 4,508
    2,435.901 SHS MFS MID CAP GROW AT COST 56,815 73,394
    70.000 SHS UNITED PARCEL SE AT COST 6,764 11,788
    1,013.171 SHS PRINCIPAL SPECTR AT COST 10,000 10,608

    TY 2020 OtherDecreasesSchedule
    Name:
    THE TAYLOR WINFIELD FOUNDATION XXX-XX-XXXX
    EIN:
    34-6505032
    Description Amount
    ROUNDING 3
    ST WASH SALE ADJ 18


    TY 2020 OtherExpensesSchedule
    Name:
    THE TAYLOR WINFIELD FOUNDATION XXX-XX-XXXX
    EIN:
    34-6505032
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISC EXPENSES (NON-CHARITABLE) 10 0   0
    STATE OF OHIO FILING FEE 200 0   200


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE TAYLOR WINFIELD FOUNDATION XXX-XX-XXXX
    EIN:
    34-6505032
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 11,623 8,136   3,487


    TY 2020 TaxesSchedule
    Name:
    THE TAYLOR WINFIELD FOUNDATION XXX-XX-XXXX
    EIN:
    34-6505032
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 76 76   0
    FEDERAL ESTIMATES - INCOME 300 0   0
    FOREIGN TAXES ON QUALIFIED FOR 177 177   0
    FOREIGN TAXES ON NONQUALIFIED 17 17   0