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
IRVING AND SULAMITH BLACKBERG CHARIT
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

45-5224111
B Telephone number (see instructions)

(212) 852-3049
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$2,832,802J 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... 50,725 50,684  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 217,643
b Gross sales price for all assets on line 6a 1,069,115
7 Capital gain net income (from Part IV, line 2)... 217,643
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........ 268,368 268,327  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,607 16,243   24,364
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 6,478     6,478
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,938 1,162   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 35     35
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,058 17,405 0 30,877
25 Contributions, gifts, grants paid....... 95,000 95,000
26 Total expenses and disbursements. Add lines 24 and 25 148,058 17,405 0 125,877
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 120,310
b Net investment income (if negative, enter -0-) 250,922
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............. -657 -131 -131
2 Savings and temporary cash investments......... 94,600 105,023 105,023
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).......... 1,992,365 Click to see attachment2,103,289 2,727,910
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) 2,086,308 2,208,181 2,832,802
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........ 2,086,308 2,208,181
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)..... 2,086,308 2,208,181
30 Total liabilities and net assets/fund balances (see instructions). 2,086,308 2,208,181
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
2,086,308
2
Enter amount from Part I, line 27a .....................
2
120,310
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,602
4
Add lines 1, 2, and 3 ..........................
4
2,208,220
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
39
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,208,181
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 115. ALPS EQUAL SECTOR WEIGHT ETF   2011-03-14 2020-02-03
b 11. ALPS ETF TR INTL SECTOR   2017-02-10 2020-02-03
c 87. ALPS SECTOR DIVIDEND DOGS ETF   2014-02-10 2020-02-03
d 7. INVESCO QQQ TRUST SERIES 1   2011-08-04 2020-02-03
e 1. INVESCO QQQ TRUST SERIES 1   2012-05-17 2020-02-03
19. INVESCO QQQ TRUST SERIES 1   2010-10-19 2020-02-03
33. INVESCO QQQ TRUST SERIES 1   2011-03-14 2020-02-03
47. INVESCO QQQ TRUST SERIES 1   2011-12-09 2020-02-03
18. INVESCO QQQ TRUST SERIES 1   2011-07-12 2020-02-03
69. ISHARES RUSSELL MID-CAP VALUE ETF   2018-05-10 2020-02-03
191. ISHARES EUROPE ETF   2019-02-01 2020-02-03
38. ISHARES GLOBAL INFRASTRUCTURE ETF   2017-02-10 2020-02-03
2. ISHARES CORE MSCI PACIFIC ETF   2019-02-01 2020-02-03
6. SPDR S&P INTERNATIONAL DIVIDEND ETF   2015-12-02 2020-02-03
43. SPDR DOW JONES INDUST AV   2011-01-07 2020-02-03
21. MATERIALS SELECT SECTOR SPDR FUND   2017-02-10 2020-02-03
32. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2011-05-12 2020-02-03
210. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2013-06-07 2020-02-03
185. ENERGY SELECT SECTOR SPDR FUND   2018-11-08 2020-02-03
50. COMM SERVICES SELECT   2019-02-01 2020-02-03
1. UTILITIES SELECT SECTOR SPDR FUND   2015-12-02 2020-02-03
50. UTILITIES SELECT SECTOR SPDR FUND   2015-07-07 2020-02-03
26. UTILITIES SELECT SECTOR SPDR FUND   2015-03-18 2020-02-03
14. VANGUARD MID-CAP GROWTH ETF   2011-08-04 2020-02-03
12. VANGUARD MID-CAP GROWTH ETF   2011-10-10 2020-02-03
39. VANGUARD SMALL-CAP GROWTH ETF   2010-10-19 2020-02-03
1. VANGUARD SMALL-CAP GROWTH ETF   2011-07-12 2020-02-03
85. INVESCO TAXABLE MUNICIPAL BOND   2019-02-01 2020-02-25
14. ISHARES TIPS BOND ETF   2019-02-01 2020-02-25
17. ISHARES IBOXX INVESTMENT GRADE CORP BD   2019-02-01 2020-02-25
25. ISHARES 20 YEAR TREASURY BOND ETF   2015-12-02 2020-02-25
28. ISHARES TR 7-10 YR TREAS INDEX FD   2019-02-01 2020-02-25
5. ISHARES 1-3 YEAR TREASURY BOND ETF   2014-04-23 2020-02-25
18. ISHARES 1-3 YEAR TREASURY BOND ETF   2014-08-05 2020-02-25
6. ISHARES 1-3 YEAR TREASURY BOND ETF   2014-09-17 2020-02-25
17. ISHARES INTERNATIONAL TREASURY BOND ETF   2018-09-28 2020-02-25
21. ISHARES 0-5 YEAR TIPS BOND ETF   2019-02-01 2020-02-25
21. SPDR BARCLAYS CAP SHORT   2013-08-15 2020-02-25
1. SPDR BARCLAYS CAP SHORT   2013-08-15 2020-02-25
34. SPDR SER TR LEHMAN INTL   2019-10-03 2020-02-25
15. UTILITIES SELECT SECTOR SPDR FUND   2015-12-02 2020-02-25
410. ALPS SECTOR DIVIDEND DOGS ETF   2014-02-10 2020-03-12
194. GLOBAL X FDS U S PFD ETF   2019-10-03 2020-03-12
219. INVESCO TAXABLE MUNICIPAL BOND   2019-02-01 2020-03-12
33. ISHARES TIPS BOND ETF   2019-02-01 2020-03-12
23. ISHARES IBOXX INVESTMENT GRADE CORP BD   2019-02-01 2020-03-12
41. ISHARES 20 YEAR TREASURY BOND ETF   2015-12-02 2020-03-12
1. ISHARES 20 YEAR TREASURY BOND ETF   2015-12-02 2020-03-12
21. ISHARES 20 YEAR TREASURY BOND ETF   2016-05-25 2020-03-12
118. ISHARES TR 7-10 YR TREAS INDEX FD   2019-02-01 2020-03-12
45. ISHARES 1-3 YEAR TREASURY BOND ETF   2014-12-17 2020-03-12
17. ISHARES 1-3 YEAR TREASURY BOND ETF   2015-03-18 2020-03-12
4. ISHARES 1-3 YEAR TREASURY BOND ETF   2015-06-08 2020-03-12
47. ISHARES 1-3 YEAR TREASURY BOND ETF   2015-12-02 2020-03-12
40. ISHARES 1-3 YEAR TREASURY BOND ETF   2016-05-25 2020-03-12
14. ISHARES 1-3 YEAR TREASURY BOND ETF   2014-09-17 2020-03-12
168. ISHARES INTERNATIONAL TREASURY BOND ETF   2018-09-28 2020-03-12
83. ISHARES 0-5 YEAR TIPS BOND ETF   2019-02-01 2020-03-12
19. SPDR BARCLAYS CAP SHORT   2013-09-18 2020-03-12
14. SPDR BARCLAYS CAP SHORT   2014-04-23 2020-03-12
8. SPDR BARCLAYS CAP SHORT   2013-12-12 2020-03-12
23. SPDR BARCLAYS CAP SHORT   2013-08-15 2020-03-12
9. SPDR BARCLAYS CAP SHORT   2013-09-12 2020-03-12
4. SPDR BARCLAYS CAP SHORT   2013-08-16 2020-03-12
18. SPDR BARCLAYS CAP SHORT   2013-10-17 2020-03-12
10. SPDR BARCLAYS CAP SHORT   2013-08-28 2020-03-12
257. SPDR SER TR LEHMAN INTL   2019-10-03 2020-03-12
3. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2011-05-12 2020-03-12
13. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2011-07-12 2020-03-12
4. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2011-08-04 2020-03-12
37. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2013-06-07 2020-03-12
55. ENERGY SELECT SECTOR SPDR FUND   2019-02-01 2020-03-12
155. ENERGY SELECT SECTOR SPDR FUND   2018-11-08 2020-03-12
10. VANGUARD HEALTH CARE ETF   2011-05-12 2020-03-12
3. ALPS EQUAL SECTOR WEIGHT ETF   2011-03-14 2020-04-23
19. ALPS EQUAL SECTOR WEIGHT ETF   2011-03-14 2020-04-23
11. ISHARES TIPS BOND ETF   2019-02-01 2020-04-23
16. ISHARES IBOXX INVESTMENT GRADE CORP BD   2019-02-01 2020-04-23
293. ISHARES RUSSELL MID-CAP VALUE ETF   2018-05-10 2020-04-23
11. ISHARES EUROPE ETF   2019-02-01 2020-04-23
29. ISHARES CORE MSCI PACIFIC ETF   2019-02-01 2020-04-23
12. SPDR DOW JONES INDUST AV   2011-01-07 2020-04-23
60. MATERIALS SELECT SECTOR SPDR FUND   2017-02-10 2020-04-23
8. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2011-08-04 2020-04-23
11. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2011-12-09 2020-04-23
1. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2012-02-08 2020-04-23
10. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2013-06-07 2020-04-23
29. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2013-08-15 2020-04-23
16. TECHNOLOGY SELECT SECTOR SPDR FUND   2013-02-08 2020-04-23
16. TECHNOLOGY SELECT SECTOR SPDR FUND   2012-11-15 2020-04-23
11. COMM SERVICES SELECT   2019-02-01 2020-04-23
36. VANGUARD HEALTH CARE ETF   2011-05-12 2020-04-23
1. VANGUARD MID-CAP GROWTH ETF   2011-12-09 2020-04-23
13. VANGUARD MID-CAP GROWTH ETF   2011-10-10 2020-04-23
1. VANGUARD SMALL-CAP GROWTH ETF   2011-07-12 2020-04-23
23. VANGUARD SMALL-CAP GROWTH ETF   2011-08-04 2020-04-23
34. ALPS ETF TR INTL SECTOR   2019-04-24 2020-05-14
1168. ALPS ETF TR INTL SECTOR   2017-02-10 2020-05-14
55. ALPS ETF TR INTL SECTOR   2018-03-22 2020-05-14
56. ALPS ETF TR INTL SECTOR   2019-08-05 2020-05-14
32. ALPS ETF TR INTL SECTOR   2018-09-28 2020-05-14
18. ALPS ETF TR INTL SECTOR   2018-10-11 2020-05-14
5. ALPS ETF TR INTL SECTOR   2018-11-08 2020-05-14
110. ALPS ETF TR INTL SECTOR   2018-07-02 2020-05-14
27. ALPS ETF TR INTL SECTOR   2020-04-23 2020-05-14
44. ALPS ETF TR INTL SECTOR   2019-05-31 2020-05-14
2. ALPS ETF TR INTL SECTOR   2019-07-01 2020-05-14
39. ALPS ETF TR INTL SECTOR   2020-02-25 2020-05-14
194. ALPS ETF TR INTL SECTOR   2020-03-12 2020-05-14
151. ALPS EQUAL SECTOR WEIGHT ETF   2011-03-14 2020-05-27
46. ALPS SECTOR DIVIDEND DOGS ETF   2015-03-18 2020-05-27
28. ALPS SECTOR DIVIDEND DOGS ETF   2015-08-24 2020-05-27
12. ALPS SECTOR DIVIDEND DOGS ETF   2016-06-24 2020-05-27
52. ALPS SECTOR DIVIDEND DOGS ETF   2017-04-24 2020-05-27
28. ALPS SECTOR DIVIDEND DOGS ETF   2017-08-09 2020-05-27
26. ALPS SECTOR DIVIDEND DOGS ETF   2017-07-10 2020-05-27
75. ALPS SECTOR DIVIDEND DOGS ETF   2018-03-22 2020-05-27
12. ALPS SECTOR DIVIDEND DOGS ETF   2018-05-10 2020-05-27
30. ALPS SECTOR DIVIDEND DOGS ETF   2019-02-01 2020-05-27
53. ALPS SECTOR DIVIDEND DOGS ETF   2015-07-07 2020-05-27
33. ALPS SECTOR DIVIDEND DOGS ETF   2020-04-23 2020-05-27
77. ALPS SECTOR DIVIDEND DOGS ETF   2014-10-15 2020-05-27
6. ALPS SECTOR DIVIDEND DOGS ETF   2014-02-11 2020-05-27
95. ALPS SECTOR DIVIDEND DOGS ETF   2019-05-31 2020-05-27
714. ALPS SECTOR DIVIDEND DOGS ETF   2014-02-10 2020-05-27
10. ALPS SECTOR DIVIDEND DOGS ETF   2014-02-10 2020-05-27
28. ALPS SECTOR DIVIDEND DOGS ETF   2019-08-05 2020-05-27
38. ALPS SECTOR DIVIDEND DOGS ETF   2019-10-03 2020-05-27
48. ALPS SECTOR DIVIDEND DOGS ETF   2020-02-25 2020-05-27
22. ALPS SECTOR DIVIDEND DOGS ETF   2019-04-24 2020-05-27
16. INVESCO QQQ TRUST SERIES 1   2012-05-17 2020-05-27
160. ISHARES 1-3 YEAR TREASURY BOND ETF   2016-11-09 2020-05-27
39. ISHARES 1-3 YEAR TREASURY BOND ETF   2016-07-12 2020-05-27
42. ISHARES 1-3 YEAR TREASURY BOND ETF   2016-05-25 2020-05-27
42. ISHARES RUSSELL MID-CAP VALUE ETF   2019-05-31 2020-05-27
609. ISHARES RUSSELL MID-CAP VALUE ETF   2018-05-10 2020-05-27
6. ISHARES RUSSELL MID-CAP VALUE ETF   2018-09-28 2020-05-27
8. ISHARES RUSSELL MID-CAP VALUE ETF   2018-10-11 2020-05-27
5. ISHARES RUSSELL MID-CAP VALUE ETF   2018-11-08 2020-05-27
278. ISHARES RUSSELL MID-CAP VALUE ETF   2019-04-24 2020-05-27
25. ISHARES RUSSELL MID-CAP VALUE ETF   2019-08-05 2020-05-27
11. ISHARES RUSSELL MID-CAP VALUE ETF   2019-10-03 2020-05-27
16. ISHARES RUSSELL MID-CAP VALUE ETF   2020-02-25 2020-05-27
213. ISHARES RUSSELL MID-CAP VALUE ETF   2020-03-12 2020-05-27
187. ISHARES INTERNATIONAL TREASURY BOND ETF   2019-02-01 2020-05-27
34. ISHARES INTERNATIONAL TREASURY BOND ETF   2018-11-08 2020-05-27
253. ISHARES INTERNATIONAL TREASURY BOND ETF   2018-09-28 2020-05-27
903. ISHARES GLOBAL INFRASTRUCTURE ETF   2017-02-10 2020-05-27
26. ISHARES GLOBAL INFRASTRUCTURE ETF   2018-02-02 2020-05-27
13. ISHARES GLOBAL INFRASTRUCTURE ETF   2020-02-25 2020-05-27
23. ISHARES GLOBAL INFRASTRUCTURE ETF   2018-03-22 2020-05-27
34. ISHARES GLOBAL INFRASTRUCTURE ETF   2018-07-02 2020-05-27
51. ISHARES GLOBAL INFRASTRUCTURE ETF   2018-09-28 2020-05-27
16. ISHARES GLOBAL INFRASTRUCTURE ETF   2019-07-01 2020-05-27
12. ISHARES GLOBAL INFRASTRUCTURE ETF   2019-08-05 2020-05-27
27. ISHARES GLOBAL INFRASTRUCTURE ETF   2018-01-03 2020-05-27
173. ISHARES GLOBAL INFRASTRUCTURE ETF   2020-03-12 2020-05-27
48. ISHARES GLOBAL INFRASTRUCTURE ETF   2020-04-23 2020-05-27
25. ISHARES CORE MSCI PACIFIC ETF   2019-02-01 2020-05-27
108. SPDR S&P INTERNATIONAL DIVIDEND ETF   2018-07-02 2020-05-27
63. SPDR S&P INTERNATIONAL DIVIDEND ETF   2018-09-28 2020-05-27
31. SPDR S&P INTERNATIONAL DIVIDEND ETF   2020-04-23 2020-05-27
59. SPDR S&P INTERNATIONAL DIVIDEND ETF   2020-03-12 2020-05-27
9. SPDR S&P INTERNATIONAL DIVIDEND ETF   2020-02-25 2020-05-27
12. SPDR S&P INTERNATIONAL DIVIDEND ETF   2019-08-05 2020-05-27
7. SPDR S&P INTERNATIONAL DIVIDEND ETF   2019-07-01 2020-05-27
5. SPDR S&P INTERNATIONAL DIVIDEND ETF   2019-04-24 2020-05-27
39. SPDR S&P INTERNATIONAL DIVIDEND ETF   2018-10-11 2020-05-27
49. SPDR S&P INTERNATIONAL DIVIDEND ETF   2018-03-22 2020-05-27
5. SPDR S&P INTERNATIONAL DIVIDEND ETF   2018-01-03 2020-05-27
16. SPDR S&P INTERNATIONAL DIVIDEND ETF   2017-07-10 2020-05-27
42. SPDR S&P INTERNATIONAL DIVIDEND ETF   2016-11-22 2020-05-27
108. SPDR S&P INTERNATIONAL DIVIDEND ETF   2016-06-24 2020-05-27
90. SPDR S&P INTERNATIONAL DIVIDEND ETF   2016-01-15 2020-05-27
106. SPDR S&P INTERNATIONAL DIVIDEND ETF   2015-12-02 2020-05-27
15. SPDR S&P INTERNATIONAL DIVIDEND ETF   2015-12-02 2020-05-27
69. MATERIALS SELECT SECTOR SPDR FUND   2017-02-10 2020-05-27
2. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2014-10-15 2020-05-27
2. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2014-08-05 2020-05-27
22. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2014-04-23 2020-05-27
19. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2013-08-15 2020-05-27
88. FINANCIAL SELECT SECTOR SPDR FUND   2019-10-03 2020-05-27
32. COMM SERVICES SELECT   2019-02-01 2020-05-27
21. VANGUARD SMALL-CAP GROWTH ETF   2011-08-04 2020-05-27
20. VANGUARD SMALL-CAP GROWTH ETF   2011-10-10 2020-05-27
40. INVESCO QQQ TRUST SERIES 1   2012-05-17 2020-08-03
1. INVESCO QQQ TRUST SERIES 1   2012-05-17 2020-08-03
34. INVESCO QQQ TRUST SERIES 1   2012-11-15 2020-08-03
147. ISHARES EUROPE ETF   2019-02-01 2020-08-03
34. MATERIALS SELECT SECTOR SPDR FUND   2017-02-10 2020-08-03
8. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2012-02-08 2020-08-03
22. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2014-10-15 2020-08-03
16. TECHNOLOGY SELECT SECTOR SPDR FUND   2013-02-08 2020-08-03
14. TECHNOLOGY SELECT SECTOR SPDR FUND   2013-03-26 2020-08-03
49. TECHNOLOGY SELECT SECTOR SPDR FUND   2013-08-15 2020-08-03
4. COMM SERVICES SELECT   2019-02-01 2020-08-03
5. VANGUARD HEALTH CARE ETF   2011-05-12 2020-08-03
2. VANGUARD MID-CAP GROWTH ETF   2012-08-10 2020-08-03
37. VANGUARD MID-CAP GROWTH ETF   2012-05-17 2020-08-03
1. VANGUARD MID-CAP GROWTH ETF   2012-05-17 2020-08-03
8. VANGUARD MID-CAP GROWTH ETF   2011-12-09 2020-08-03
13. VANGUARD SMALL-CAP GROWTH ETF   2011-10-10 2020-08-03
2. VANGUARD SMALL-CAP GROWTH ETF   2012-03-23 2020-08-03
1. VANGUARD SMALL-CAP GROWTH ETF   2012-11-15 2020-08-03
135. ALPS EQUAL SECTOR WEIGHT ETF   2011-08-04 2020-08-05
104. ALPS EQUAL SECTOR WEIGHT ETF   2013-08-15 2020-08-05
103. ALPS EQUAL SECTOR WEIGHT ETF   2014-10-15 2020-08-05
18. ALPS EQUAL SECTOR WEIGHT ETF   2015-07-07 2020-08-05
24. ALPS EQUAL SECTOR WEIGHT ETF   2014-08-05 2020-08-05
265. ALPS EQUAL SECTOR WEIGHT ETF   2014-02-10 2020-08-05
35. ALPS EQUAL SECTOR WEIGHT ETF   2012-11-15 2020-08-05
534. ALPS EQUAL SECTOR WEIGHT ETF   2012-10-02 2020-08-05
4. ALPS EQUAL SECTOR WEIGHT ETF   2012-05-17 2020-08-05
19. ALPS EQUAL SECTOR WEIGHT ETF   2011-07-12 2020-08-05
274. ALPS EQUAL SECTOR WEIGHT ETF   2011-03-14 2020-08-05
56. ALPS EQUAL SECTOR WEIGHT ETF   2015-08-24 2020-08-05
33. ALPS EQUAL SECTOR WEIGHT ETF   2016-01-15 2020-08-05
16. ALPS EQUAL SECTOR WEIGHT ETF   2017-04-24 2020-08-05
19. ALPS EQUAL SECTOR WEIGHT ETF   2016-06-24 2020-08-05
8. ALPS EQUAL SECTOR WEIGHT ETF   2020-08-03 2020-08-05
128. ALPS EQUAL SECTOR WEIGHT ETF   2020-03-12 2020-08-05
11. ALPS EQUAL SECTOR WEIGHT ETF   2020-02-25 2020-08-05
15. ALPS EQUAL SECTOR WEIGHT ETF   2019-10-03 2020-08-05
13. ALPS EQUAL SECTOR WEIGHT ETF   2019-08-05 2020-08-05
41. ALPS EQUAL SECTOR WEIGHT ETF   2019-05-31 2020-08-05
16. ALPS EQUAL SECTOR WEIGHT ETF   2018-10-11 2020-08-05
35. ALPS EQUAL SECTOR WEIGHT ETF   2018-03-22 2020-08-05
3. ALPS EQUAL SECTOR WEIGHT ETF   2017-08-09 2020-08-05
56. ISHARES EUROPE ETF   2019-02-01 2020-08-05
3. ISHARES INTERNATIONAL TREASURY BOND ETF   2019-02-01 2020-08-05
16. ISHARES CORE MSCI PACIFIC ETF   2019-02-01 2020-08-05
4. SPDR SER TR LEHMAN INTL   2019-10-03 2020-08-05
9. SPDR DOW JONES INDUST AV   2011-01-07 2020-08-05
19. MATERIALS SELECT SECTOR SPDR FUND   2017-02-10 2020-08-05
4. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2012-02-08 2020-08-05
4. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2014-10-15 2020-08-05
59. ENERGY SELECT SECTOR SPDR FUND   2019-02-01 2020-08-05
1. COMM SERVICES SELECT   2019-02-01 2020-08-05
3. VANGUARD MID-CAP GROWTH ETF   2012-08-10 2020-08-05
4. VANGUARD SMALL-CAP GROWTH ETF   2012-11-15 2020-08-05
2. GLOBAL X FDS U S PFD ETF   2019-10-03 2020-10-22
25. INVESCO QQQ TRUST SERIES 1   2012-11-15 2020-10-22
31. INVESCO S&P 500 EQUAL WEIGHT ETF   2020-08-05 2020-10-22
32. ISHARES CORE MSCI PACIFIC ETF   2019-02-01 2020-10-22
18. SPDR DOW JONES INDUST AV   2011-01-07 2020-10-22
43. MATERIALS SELECT SECTOR SPDR FUND   2017-02-10 2020-10-22
22. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2012-02-08 2020-10-22
33. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2014-10-15 2020-10-22
12. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2015-08-24 2020-10-22
1. FINANCIAL SELECT SECTOR SPDR FUND   2019-10-03 2020-10-22
25. TECHNOLOGY SELECT SECTOR SPDR FUND   2013-08-15 2020-10-22
14. COMM SERVICES SELECT   2019-02-01 2020-10-22
81. UTILITIES SELECT SECTOR SPDR FUND   2015-12-02 2020-10-22
11. VANGUARD MID-CAP GROWTH ETF   2013-08-15 2020-10-22
6. VANGUARD MID-CAP GROWTH ETF   2012-08-10 2020-10-22
7. VANGUARD MID-CAP GROWTH ETF   2012-11-15 2020-10-22
3. VANGUARD SMALL-CAP GROWTH ETF   2014-04-23 2020-10-22
3. VANGUARD SMALL-CAP GROWTH ETF   2014-06-05 2020-10-22
7. VANGUARD SMALL-CAP GROWTH ETF   2012-11-15 2020-10-22
3. INVESCO QQQ TRUST SERIES 1   2013-02-08 2020-11-05
11. INVESCO QQQ TRUST SERIES 1   2012-11-15 2020-11-05
5. INVESCO S&P 500 EQUAL WEIGHT ETF   2020-08-05 2020-11-05
2. ISHARES IBOXX INVESTMENT GRADE CORP BD   2019-02-01 2020-11-05
2. ISHARES 20 YEAR TREASURY BOND ETF   2016-05-25 2020-11-05
32. ISHARES EUROPE ETF   2019-02-01 2020-11-05
18. ISHARES CORE MSCI PACIFIC ETF   2019-02-01 2020-11-05
17. MATERIALS SELECT SECTOR SPDR FUND   2017-02-10 2020-11-05
2. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2012-05-17 2020-11-05
29. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2012-11-15 2020-11-05
16. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2012-10-02 2020-11-05
245. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2012-05-17 2020-11-05
14. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2012-02-08 2020-11-05
101. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2013-08-15 2020-11-05
17. ENERGY SELECT SECTOR SPDR FUND   2019-02-01 2020-11-05
3. TECHNOLOGY SELECT SECTOR SPDR FUND   2013-08-15 2020-11-05
12. COMM SERVICES SELECT   2019-02-01 2020-11-05
10. UTILITIES SELECT SECTOR SPDR FUND   2015-12-02 2020-11-05
1. VANGUARD HEALTH CARE ETF   2012-05-17 2020-11-05
23. VANGUARD HEALTH CARE ETF   2011-12-09 2020-11-05
62. VANGUARD HEALTH CARE ETF   2011-08-04 2020-11-05
5. VANGUARD HEALTH CARE ETF   2011-07-12 2020-11-05
5. VANGUARD HEALTH CARE ETF   2011-05-12 2020-11-05
15. VANGUARD HEALTH CARE ETF   2012-11-15 2020-11-05
10. VANGUARD HEALTH CARE ETF   2013-08-15 2020-11-05
8. VANGUARD HEALTH CARE ETF   2014-04-23 2020-11-05
6. VANGUARD HEALTH CARE ETF   2014-10-15 2020-11-05
2. VANGUARD MID-CAP GROWTH ETF   2014-10-15 2020-11-05
3. VANGUARD MID-CAP GROWTH ETF   2014-04-23 2020-11-05
2. VANGUARD MID-CAP GROWTH ETF   2013-08-15 2020-11-05
1. VANGUARD SMALL-CAP GROWTH ETF   2014-08-05 2020-11-05
4. VANGUARD SMALL-CAP GROWTH ETF   2014-06-05 2020-11-05
531. ENERGY SELECT SECTOR SPDR FUND   2020-10-22 2020-12-02
293. ENERGY SELECT SECTOR SPDR FUND   2020-08-03 2020-12-02
514. ENERGY SELECT SECTOR SPDR FUND   2020-05-27 2020-12-02
671. ENERGY SELECT SECTOR SPDR FUND   2020-04-23 2020-12-02
28. ENERGY SELECT SECTOR SPDR FUND   2020-02-25 2020-12-02
45. ENERGY SELECT SECTOR SPDR FUND   2019-10-03 2020-12-02
44. ENERGY SELECT SECTOR SPDR FUND   2019-08-05 2020-12-02
72. ENERGY SELECT SECTOR SPDR FUND   2019-05-31 2020-12-02
105. ENERGY SELECT SECTOR SPDR FUND   2019-02-01 2020-12-02
(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 9,185   4,166 5,019
b 288   266 22
c 3,942   2,869 1,073
d 1,553   387 1,166
e 222   62 160
4,216   964 3,252
7,323   1,850 5,473
10,430   2,646 7,784
3,995   1,041 2,954
6,470   6,067 403
8,717   7,963 754
1,851   1,534 317
114   108 6
240   210 30
12,269   5,006 7,263
1,223   1,095 128
2,033   1,021 1,012
26,716   11,907 14,809
9,832   12,830 -2,998
2,733   2,315 418
69   43 26
3,457   2,155 1,302
1,797   1,153 644
2,273   858 1,415
1,948   690 1,258
7,795   2,654 5,141
200   86 114
2,836   2,517 319
1,675   1,552 123
2,241   1,972 269
3,780   3,063 717
3,235   2,918 317
426   423 3
1,535   1,523 12
512   507 5
851   818 33
2,130   2,074 56
651   647 4
31   31  
975   984 -9
1,024   638 386
13,104   13,519 -415
4,191   4,819 -628
6,949   6,485 464
3,668   3,657 11
2,725   2,668 57
6,488   5,023 1,465
158   126 32
3,323   2,724 599
14,126   12,296 1,830
3,889   3,811 78
1,469   1,440 29
346   339 7
4,062   3,976 86
3,457   3,392 65
1,210   1,184 26
8,590   8,086 504
8,073   8,196 -123
576   584 -8
425   432 -7
243   247 -4
698   709 -11
273   276 -3
121   123 -2
546   554 -8
303   306 -3
7,397   7,436 -39
163   96 67
704   410 294
217   121 96
3,663   2,098 1,565
1,662   3,558 -1,896
4,683   10,749 -6,066
1,622   647 975
201   109 92
1,275   671 604
1,337   1,219 118
2,078   1,856 222
20,038   25,763 -5,725
397   459 -62
1,398   1,572 -174
2,836   1,397 1,439
2,959   3,130 -171
468   242 226
644   351 293
59   33 26
1,109   567 542
3,215   1,697 1,518
1,406   480 926
1,406   445 961
530   509 21
6,747   2,330 4,417
141   60 81
1,836   748 1,088
164   86 78
3,776   1,780 1,996
672   904 -232
23,088   28,277 -5,189
1,087   1,506 -419
1,107   1,385 -278
633   858 -225
356   461 -105
99   129 -30
2,174   2,935 -761
534   540 -6
870   1,095 -225
40   52 -12
771   972 -201
3,835   3,708 127
10,882   5,469 5,413
1,682   1,704 -22
1,024   959 65
439   469 -30
1,901   2,229 -328
1,024   1,197 -173
951   1,112 -161
2,742   3,296 -554
439   524 -85
1,097   1,278 -181
1,938   1,925 13
1,206   1,092 114
2,815   2,696 119
219   199 20
3,473   3,841 -368
26,103   23,543 2,560
366   324 42
1,024   1,188 -164
1,389   1,585 -196
1,755   2,073 -318
804   971 -167
3,637   998 2,639
13,863   13,582 281
3,379   3,320 59
3,639   3,561 78
3,223   3,510 -287
46,734   53,549 -6,815
460   540 -80
614   690 -76
384   435 -51
21,333   24,837 -3,504
1,918   2,158 -240
844   946 -102
1,228   1,449 -221
16,345   14,348 1,997
9,333   9,176 157
1,697   1,613 84
12,627   12,177 450
34,557   36,454 -1,897
995   1,168 -173
498   613 -115
880   982 -102
1,301   1,448 -147
1,952   2,145 -193
612   737 -125
459   536 -77
1,033   1,230 -197
6,621   6,110 511
1,837   1,721 116
1,299   1,355 -56
3,492   4,107 -615
2,037   2,390 -353
1,002   965 37
1,907   1,790 117
291   348 -57
388   456 -68
226   276 -50
162   193 -31
1,261   1,402 -141
1,584   1,943 -359
162   207 -45
517   622 -105
1,358   1,487 -129
3,492   3,634 -142
2,910   2,708 202
3,427   3,715 -288
485   528 -43
3,795   3,599 196
248   125 123
248   133 115
2,725   1,419 1,306
2,354   1,112 1,242
2,105   2,335 -230
1,721   1,482 239
3,997   1,626 2,371
3,807   1,422 2,385
10,762   2,496 8,266
269   62 207
9,148   2,118 7,030
6,205   6,128 77
2,049   1,773 276
499   261 238
3,007   1,375 1,632
1,805   480 1,325
1,579   425 1,154
5,527   1,570 3,957
232   185 47
1,022   324 698
356   131 225
6,585   2,352 4,233
178   64 114
1,424   479 945
2,762   925 1,837
425   172 253
212   82 130
10,434   4,685 5,749
8,038   4,842 3,196
7,961   5,261 2,700
1,391   1,006 385
1,855   1,285 570
20,482   13,232 7,250
2,705   1,335 1,370
41,274   21,504 19,770
309   148 161
1,469   711 758
21,178   9,923 11,255
4,328   2,945 1,383
2,551   1,665 886
1,237   1,012 225
1,469   1,072 397
618   610 8
9,893   7,996 1,897
850   854 -4
1,159   1,091 68
1,005   949 56
3,169   2,876 293
1,237   1,118 119
2,705   2,387 318
232   195 37
2,407   2,335 72
161   147 14
870   867 3
121   116 5
2,442   1,048 1,394
1,176   991 185
253   130 123
556   250 306
2,210   3,817 -1,607
59   46 13
541   197 344
867   329 538
50   50  
7,117   1,557 5,560
3,485   3,357 128
1,826   1,735 91
5,082   2,096 2,986
2,810   2,243 567
1,433   717 716
4,989   2,062 2,927
1,814   869 945
25   27 -2
2,975   801 2,174
861   648 213
5,171   3,442 1,729
2,075   900 1,175
1,132   394 738
1,321   450 871
683   367 316
683   367 316
1,594   576 1,018
884   204 680
3,241   685 2,556
571   541 30
273   232 41
323   259 64
1,378   1,334 44
1,060   976 84
1,143   887 256
130   68 62
1,886   989 897
1,040   578 462
15,932   8,327 7,605
910   456 454
6,568   4,114 2,454
509   1,100 -591
364   96 268
767   556 211
648   425 223
214   66 148
4,927   1,379 3,548
13,282   3,585 9,697
1,071   320 751
1,071   324 747
3,213   1,046 2,167
2,142   912 1,230
1,714   844 870
1,285   660 625
387   178 209
580   275 305
387   164 223
234   121 113
937   490 447
20,332   15,606 4,726
11,219   10,533 686
19,681   20,515 -834
25,692   22,934 2,758
1,072   1,383 -311
1,723   2,511 -788
1,685   2,605 -920
2,757   4,255 -1,498
4,020   6,792 -2,772
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       5,019
b       22
c       1,073
d       1,166
e       160
      3,252
      5,473
      7,784
      2,954
      403
      754
      317
      6
      30
      7,263
      128
      1,012
      14,809
      -2,998
      418
      26
      1,302
      644
      1,415
      1,258
      5,141
      114
      319
      123
      269
      717
      317
      3
      12
      5
      33
      56
      4
       
      -9
      386
      -415
      -628
      464
      11
      57
      1,465
      32
      599
      1,830
      78
      29
      7
      86
      65
      26
      504
      -123
      -8
      -7
      -4
      -11
      -3
      -2
      -8
      -3
      -39
      67
      294
      96
      1,565
      -1,896
      -6,066
      975
      92
      604
      118
      222
      -5,725
      -62
      -174
      1,439
      -171
      226
      293
      26
      542
      1,518
      926
      961
      21
      4,417
      81
      1,088
      78
      1,996
      -232
      -5,189
      -419
      -278
      -225
      -105
      -30
      -761
      -6
      -225
      -12
      -201
      127
      5,413
      -22
      65
      -30
      -328
      -173
      -161
      -554
      -85
      -181
      13
      114
      119
      20
      -368
      2,560
      42
      -164
      -196
      -318
      -167
      2,639
      281
      59
      78
      -287
      -6,815
      -80
      -76
      -51
      -3,504
      -240
      -102
      -221
      1,997
      157
      84
      450
      -1,897
      -173
      -115
      -102
      -147
      -193
      -125
      -77
      -197
      511
      116
      -56
      -615
      -353
      37
      117
      -57
      -68
      -50
      -31
      -141
      -359
      -45
      -105
      -129
      -142
      202
      -288
      -43
      196
      123
      115
      1,306
      1,242
      -230
      239
      2,371
      2,385
      8,266
      207
      7,030
      77
      276
      238
      1,632
      1,325
      1,154
      3,957
      47
      698
      225
      4,233
      114
      945
      1,837
      253
      130
      5,749
      3,196
      2,700
      385
      570
      7,250
      1,370
      19,770
      161
      758
      11,255
      1,383
      886
      225
      397
      8
      1,897
      -4
      68
      56
      293
      119
      318
      37
      72
      14
      3
      5
      1,394
      185
      123
      306
      -1,607
      13
      344
      538
       
      5,560
      128
      91
      2,986
      567
      716
      2,927
      945
      -2
      2,174
      213
      1,729
      1,175
      738
      871
      316
      316
      1,018
      680
      2,556
      30
      41
      64
      44
      84
      256
      62
      897
      462
      7,605
      454
      2,454
      -591
      268
      211
      223
      148
      3,548
      9,697
      751
      747
      2,167
      1,230
      870
      625
      209
      305
      223
      113
      447
      4,726
      686
      -834
      2,758
      -311
      -788
      -920
      -1,498
      -2,772
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 2 217,643
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 3,488
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 3,488
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 3,488
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,248
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,248
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 9 240
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)
    bulletMA
    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 ofbulletBANK OF AMERICA NA Telephone no.bullet (212) 852-3049

    Located atbullet114 W 47TH ST NY8-114-07-07NEW YORKNY ZIP+4bullet100361510
    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
    JOAN WAXLER TRUSTEE
    2     		2,500    
    10 COOLIDGE DRIVE
    SOUTH HAMPTON,MA01073
    STANLEY WAXLER TRUSTEE
    2     		2,500    
    10 COOLIDGE DRIVE
    SOUTH HAMPTON,MA01073
    BANK OF AMERICA N A TRUSTEE
    2     		35,607    
    114 W 47TH ST NY8-114-07-07
    NEW YORK,NY100361510
    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
    2,432,861
    b
    Average of monthly cash balances.......................
    1b
    1,659
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,434,520
    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
    2,434,520
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    36,518
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,398,002
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    119,900
    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
    119,900
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,488
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,488
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    116,412
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    116,412
    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
    116,412
    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
    125,877
    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
    125,877
    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
    125,877
    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 7 116,412
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 94,310
    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$ 125,877
    a Applied to 2019, but not more than line 2a 94,310
    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..... 31,567
    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 ..........     		84,845
    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).)
    JOAN WAXLER STANLEY WAXLER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Wgbh Educational Foundation
    1 GUEST ST
    Boston,MA021352016     		NONE PC GENERAL OPERATING 20,000
    The Food Bank Of Western Massachusetts I
    97 NORTH HATFIELD ROAD
    Hatfield,MA010380160     		NONE PC GENERAL OPERATING 35,000
    COMMUNITY FDN WESTERN MASS
    33 BRIDGE STREET
    SPRINGFIELD,MA01103     		NONE PC GENERAL OPERATING 30,000
    Rails to Trails Conservancy
    2121 WARD COURT NW 5TH FLOOR
    Washington,DC200371251     		NONE PC GENERAL OPERATING 10,000
    Total .................................bullet 3a 95,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 50,725  
    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 ............     		    18 217,643  
    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)..   268,368  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    268,368
    (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 InvestmentsOtherSchedule2
    Name:
    IRVING AND SULAMITH BLACKBERG CHARIT
    EIN:
    45-5224111
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    78464A474 SPDR BARCLAYS CAP SH AT COST 26,976 27,569
    78467X109 SPDR DOW JONES INDUS AT COST 122,195 217,111
    00162Q718 ALPS ETF TR INTL SEC      
    00162Q858 ALPS SECTOR DIVIDEND      
    81369Y407 CONSUMER DISCRETIONA AT COST 51,340 96,790
    92204A504 VANGUARD HEALTH CARE AT COST 42,280 57,499
    81369Y506 ENERGY SELECT SECTOR      
    922908538 VANGUARD MID-CAP GRO AT COST 104,027 154,175
    464287457 ISHARES 1-3 YEAR TRE AT COST 67,763 68,845
    464288372 ISHARES GLOBAL INFRA AT COST 55,023 59,009
    78463X772 SPDR S&P INTERNATION      
    81369Y886 UTILITIES SELECT SEC AT COST 82,422 106,339
    922908595 VANGUARD SMALL-CAP G AT COST 53,032 94,484
    81369Y100 MATERIALS SELECT SEC AT COST 56,060 73,983
    46090E103 INVESCO QQQ TRUST SE AT COST 97,176 205,186
    81369Y803 TECHNOLOGY SELECT SE AT COST 51,983 96,085
    00162Q205 ALPS EQUAL SECTOR WE      
    464287432 ISHARES 20 YEAR TREA AT COST 45,401 53,944
    81369Y308 CONSUMER STAPLES SEL AT COST 42,670 56,995
    464287473 ISHARES RUSSELL MID-      
    464288117 ISHARES INTERNATIONA AT COST 25,164 28,427
    464287176 ISHARES TIPS BOND ET AT COST 76,111 83,994
    37954Y657 GLOBAL X FDS U S PFD AT COST 135,907 141,487
    46138G805 INVESCO TAXABLE MUNI AT COST 69,454 76,983
    78464A516 SPDR SER TR LEHMAN I AT COST 77,803 84,914
    81369Y605 FINANCIAL SELECT SEC AT COST 43,459 48,760
    464287242 ISHARES IBOXX INVEST AT COST 65,429 76,524
    464287440 ISHARES 7-10 YEAR TR AT COST 73,819 81,926
    46434V696 ISHARES CORE MSCI PA AT COST 50,129 60,233
    81369Y852 COMM SERVICES SELECT AT COST 19,945 29,084
    464287861 ISHARES EUROPE ETF AT COST 255,910 306,688
    46429B747 ISHARES 0-5 YEAR TIP AT COST 80,019 83,648
    92204A306 VANGUARD ENERGY ETF AT COST 88,208 88,110
    46137V357 INVESCO S&P 500 EQUA AT COST 143,584 169,118

    TY 2020 OtherDecreasesSchedule
    Name:
    IRVING AND SULAMITH BLACKBERG CHARIT
    EIN:
    45-5224111
    Description Amount
    COST BASIS ADJUSTMENT 39


    TY 2020 OtherExpensesSchedule
    Name:
    IRVING AND SULAMITH BLACKBERG CHARIT
    EIN:
    45-5224111
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 35 0   35


    TY 2020 OtherIncreasesSchedule
    Name:
    IRVING AND SULAMITH BLACKBERG CHARIT
    EIN:
    45-5224111
    Description Amount
    MUTUAL FUND TIMING ADJ 1,602


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    IRVING AND SULAMITH BLACKBERG CHARIT
    EIN:
    45-5224111
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOUNDATION ADVISORY SERVICE FE 6,478     6,478


    TY 2020 TaxesSchedule
    Name:
    IRVING AND SULAMITH BLACKBERG CHARIT
    EIN:
    45-5224111
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,131 1,131   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,528 0   0
    FEDERAL ESTIMATES - PRINCIPAL 3,248 0   0
    FOREIGN TAXES ON NONQUALIFIED 31 31   0