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 RONNE & DONALD HESS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)505 20TH ST N SUITE 1150
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL352034620
A Employer identification number

63-0916545
B Telephone number (see instructions)

(205) 328-3120
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$2,544,454J 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) 689,771
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 33,054 33,054  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 31,487
b Gross sales price for all assets on line 6a 1,072,538
7 Capital gain net income (from Part IV, line 2)... 31,487
8 Net short-term capital gain.........  
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........ 754,312 64,541  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,100 1,050   1,050
c Other professional fees (attach schedule).... Click to see attachment 6,615 6,615   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 571 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 91 46   45
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,377 7,711   1,095
25 Contributions, gifts, grants paid....... 126,728 126,728
26 Total expenses and disbursements. Add lines 24 and 25 136,105 7,711   127,823
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 618,207
b Net investment income (if negative, enter -0-) 56,830
c Adjusted net income (if negative, enter -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............. 75,226 156,057 156,057
2 Savings and temporary cash investments......... 33,113 204,654 204,654
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
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)....... 699,551 Click to see attachment652,926 1,451,901
c Investments—corporate bonds (attach schedule)....... 756,991 Click to see attachment711,157 731,842
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 1,564,881 1,724,794 2,544,454
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,564,881 1,724,794
29 Total net assets or fund balances (see instructions)..... 1,564,881 1,724,794
30 Total liabilities and net assets/fund balances (see instructions). 1,564,881 1,724,794
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
1,564,881
2
Enter amount from Part I, line 27a .....................
2
618,207
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
53,636
4
Add lines 1, 2, and 3 ..........................
4
2,236,724
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
511,930
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,724,794
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 PUBLICLY TRADED SECURITIES   2019-03-11 2020-12-31
b PUBLICLY TRADED SECURITIES   2014-06-06 2020-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 578,137   575,809 2,328
b 494,358   465,242 29,116
c 43     43
d
e
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       2,328
b       29,116
c       43
d
e
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 31,487
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................................ 1 790
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........................... 3 790
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- ..... 5 790
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 10
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 800
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 taxBullet   RefundedBullet 11  
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletAL
    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 ofbulletRONNE HESS Telephone no.bullet (205) 328-3120

    Located atbullet505 20TH ST N STE 1150BIRMINGHAMAL ZIP+4bullet35203
    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
    RONNE HESS PRESIDENT/DIRECTOR
    1.00     		0 0 0
    505 20TH STREET NORTH SUITE 1150
    BIRMINGHAM,AL35203
    DONALD HESS VICE PRESIDENT/SECRETARY
    1.00     		0 0 0
    505 20TH STREET NORTH SUITE 1150
    BIRMINGHAM,AL35203
    ALAN Z ENGEL VICE PRESIDENT
    0.00     		0 0 0
    505 20TH STREET NORTH SUITE 1150
    BIRMINGHAM,AL35203
    EMILY HESS LEVINE VICE PRESIDENT/TREASURER
    1.00     		0 0 0
    505 20TH STREET NORTH SUITE 1150
    BIRMINGHAM,AL35203
    DAVID R NELSON JR VICE PRESIDENT
    0.00     		0 0 0
    505 20TH STREET NORTH SUITE 1150
    BIRMINGHAM,AL35203
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,598,680
    b
    Average of monthly cash balances.......................
    1b
    215,409
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,814,089
    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
    1,814,089
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    27,211
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,786,878
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    89,344
    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
    89,344
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    790
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    790
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    88,554
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    88,554
    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
    88,554
    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
    127,823
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    127,823
    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
    127,823
    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 88,554
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 29,071
    b From 2016...... 110,294
    c From 2017...... 146,621
    d From 2018...... 44,136
    e From 2019...... 25,153
    fTotal of lines 3a through e........ 355,275
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 127,823
    a Applied to 2019, but not more than line 2a 0
    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..... 88,554
    e Remaining amount distributed out of corpus 39,269
    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 5 394,544
    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 ..........     		0
    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) ...     		29,071
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		365,473
    10 Analysis of line 9:
    a Excess from 2016.... 110,294
    b Excess from 2017.... 146,621
    c Excess from 2018.... 44,136
    d Excess from 2019.... 25,153
    e Excess from 2020.... 39,269
    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).)
    RONNE HESS
    DONALD HESS
    EMILY HESS LEVINE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    RONNE HESS
    505 20TH STREET NORTH SUITE 1150
    BIRMINGHAM,AL35203
    (205) 328-3120
    bThe form in which applications should be submitted and information and materials they should include:
    INDIVIDUAL REQUEST TO TRUSTEE
    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
    ACLU OF ALABAMA
    PO BOX 6179
    MONTGOMERY,AL36106     		NONE 501(C)(3) GENERAL SUPPORT 500
    ALABAMA GIVING
    PO BOX 530727
    BIRMINGHAM,AL35253     		NONE 501(C)(3) GENERAL SUPPORT 400
    AMERICAN CANCER SOCIETY
    PO BOX 22478
    OKLAHOMA CITY,OK73123     		NONE 501(C)(3) GENERAL SUPPORT 500
    BIRMINGHAM EDUCATION FOUNDATION
    PO BOX 55357
    BIRMINGHAM,AL35255     		NONE 501(C)(3) GENERAL SUPPORT 500
    BIRMINGHAM WATCH
    147 GLENVIEW DR
    BIRMINGHAM,AL35213     		NONE 501(C)(3) GENERAL SUPPORT 250
    CHABAD OF ALABAMA
    3040 OVERTON ROAD
    BIRMINGHAM,AL35223     		NONE 501(C)(3) GENERAL SUPPORT 1,250
    CHILDREN'S HOSPITAL FOUNDATION
    1600 7TH AVE S
    BIRMINGHAM,AL35233     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    CHILDREN'S OF ALABAMA - ENDOCRINOLOGY CLINIC
    1600 7TH AVE S
    BIRMINGHAM,AL35233     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    CHRYSALIS
    2055 W NORTHERN AVE
    PHOENIX,AZ85021     		NONE 501(C)(3) GENERAL SUPPORT 1,250
    CIRCLE OF TAPAWINGO
    3223 EMBRY CIRCLE
    ATLANTA,GA30341     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    COLLAT JEWISH FAMILY SERVICES
    3940 MONTCLAIR ROAD 205
    BIRMINGHAM,AL35213     		NONE 501(C)(3) GENERAL SUPPORT 250
    COMMUNITY FOUNDATION OF GREATER BHAM
    2100 1ST AVE NORTH SUITE 700
    BIRMINGHAM,AL35203     		NONE 501(C)(3) GENERAL SUPPORT 2,000
    DARTMOUTH COLLEGE FUND
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755     		NONE 501(C)(3) GENERAL SUPPORT 2,000
    FIRST BOOK
    1319 F STREET NW SUITE 1000
    WASHINGTON,DC20004     		NONE 501(C)(3) GENERAL SUPPORT 500
    GEORGETOWN UNIVERSITY
    2115 WISCONSIN AVE NW SUITE 500
    WASHINGTON,DC20007     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    GIRLS INC
    PO BOX 130729
    BIRMINGHAM,AL35213     		NONE 501(C)(3) GENERAL SUPPORT 500
    GRAFFMAN ENDOWMENT FUND
    2100 HIGHLAND AVE
    BIRMINGHAM,AL35205     		NONE 501(C)(3) GENERAL SUPPORT 250
    GRANITE UNITED WAY
    22 CONCORD ST FLOOR 2
    MANCHESTER,NH03101     		NONE 501(C)(3) GENERAL SUPPORT 1,800
    GWU - MUSEUM STUDIES
    500 17TH STREET NW
    WASHINGTON,DC20006     		NONE 501(C)(3) GENERAL SUPPORT 500
    HICA
    PO BOX 190299
    BIRMINGHAM,AL35219     		NONE 501(C)(3) GENERAL SUPPORT 500
    HIGHLANDS SCHOOL
    4901 OLD LEEDS ROAD
    BIRMINGHAM,AL35213     		NONE 501(C)(3) GENERAL SUPPORT 500
    HOMEWOOD CITY SCHOOLS FOUNDATION
    PO BOX 59764
    HOMEWOOD,AL35259     		NONE 501(C)(3) GENERAL SUPPORT 500
    IMPACT ALABAMA
    601 BEACON PKWY W SUITE 102
    BIRMINGHAM,AL35209     		NONE 501(C)(3) GENERAL SUPPORT 200
    JAHM CHAI TOTS PRESCHOOL
    3040 OVERTON ROAD
    BIRMINGHAM,AL35223     		NONE 501(C)(3) GENERAL SUPPORT 2,160
    JDRF
    200 VESEY ST 28TH FLOOR
    NEW YORK,NY10281     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    JONES VALLEY TEACHING FARM
    701 25TH STREET NORTH
    BIRMINGHAM,AL35203     		NONE 501(C)(3) GENERAL SUPPORT 2,000
    LUPUS FOUNDATION OF AMERICA
    2121 K ST NW SUITE 200
    WASHINGTON,DC20037     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    MCWANE CENTER
    200 19TH ST N
    BIRMINGHAM,AL35203     		NONE 501(C)(3) GENERAL SUPPORT 500
    MONTSHIRE MUSEUM OF SCIENCE
    ONE MONTSHIRE ROAD
    NORWICH,VT05055     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    MOTE MARINE LABORATORY
    1600 KEN THOMPSON PARKWAY
    SARASOTA,FL34236     		NONE 501(C)(3) GENERAL SUPPORT 500
    MR HOLLAND'S OPUS FOUNDATION
    4370 TUJUNGA AVE SUITE 330
    STUDIO CITY,CA91604     		NONE 501(C)(3) GENERAL SUPPORT 500
    NECHAMA
    PO BOX 17249
    SAINT PAUL,MN55117     		NONE 501(C)(3) GENERAL SUPPORT 250
    PLANNED PARENTHOOD SE
    241 PEACHTREE ST NE SUITE 400
    ATLANTA,GA30303     		NONE 501(C)(3) GENERAL SUPPORT 500
    RAILROAD PARK FOUNDATION
    1600 1ST AVE SOUTH
    BIRMINGHAM,AL35233     		NONE 501(C)(3) GENERAL SUPPORT 500
    RAINFOREST TRUST
    PO BOX 841
    WARRENTON,VA20188     		NONE 501(C)(3) GENERAL SUPPORT 500
    SIDEWALK CINEMA AND FILM FESTIVAL
    1821 2ND AVE N
    BIRMINGHAM,AL35211     		NONE 501(C)(3) GENERAL SUPPORT 2,000
    SMITHSONIAN INSTITUTION
    PO BOX 37012
    WASHINGTON,DC20013     		NONE 501(C)(3) GENERAL SUPPORT 500
    SPECIAL EQUESTIANS
    1215 WOODWARD DR
    PELHAM,AL35124     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    TEMPLE EMANU-EL
    2100 HIGHLAND AVE
    BIRMINGHAM,AL35205     		NONE 501(C)(3) GENERAL SUPPORT 2,600
    THE ALOHA FOUNDATION
    2968 LAKE MOREY ROAD
    FAIRLEE,VT05045     		NONE 501(C)(3) GENERAL SUPPORT 2,000
    THE OCEAN CLEAN UP NORTH PACIFIC FOUNDATION
    DEPT LA 24875
    PASADENA,CA91185     		NONE 501(C)(3) GENERAL SUPPORT 7,000
    THE WOMEN'S FUND
    2201 5TH AVE S SUITE 110
    BIRMINGHAM,AL35233     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    UAB COMPREHENSIVE DIABETES CENTER
    1720 2ND AVE S AB 1230
    BIRMINGHAM,AL35294     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    UNITED ABILITIES
    120 OSLO CIRCLE
    BIRMINGHAM,AL35211     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    UNITED WAY OF CENTRAL ALABAMA
    PO BOX 320189
    BIRMINGHAM,AL35232     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    URJ JACOBS CAMP
    3863 MORRISON ROAD
    UTICA,MS39175     		NONE 501(C)(3) GENERAL SUPPORT 2,000
    WBHM
    650 11TH STREET SOUTH
    BIRMINGHAM,AL35233     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    WORLD UNION FOR PROGRESSIVE JUDAISM
    633 THIRD AVE 7TH FLOOR
    NEW YORK,NY10017     		NONE 501(C)(3) GENERAL SUPPORT 1,500
    YWCA
    309 23RD STREET NORTH
    BIRMINGHAM,AL35203     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    BIRMINGHAM JEWISH FEDERATION
    PO BOX 130219
    BIRMINGHAM,AL35213     		NONE 501(C)(3) GENERAL SUPPORT 13,260
    CHABAD DARTMOUTH
    22A SCHOOL STREET
    HANOVER,NH03755     		NONE 501(C)(3) GENERAL SUPPORT 10,081
    INDIAN SPRINGS SCHOOL
    190 WOODWARD DRIVE
    PELHAM,AL35124     		NONE 501(C)(3) GENERAL SUPPORT 14,048
    NE MILES JEWISH DAY SCHOOL
    4000 MONTCLAIR ROAD
    BIRMINGHAM,AL35213     		NONE 501(C)(3) GENERAL SUPPORT 10,360
    NEW LONDON BARN THEATER
    PO BOX 9
    NEW LONDON,NH03257     		NONE 501(C)(3) GENERAL SUPPORT 12,123
    THE WOMEN'S FUND OF GREATER BIRMINGHAM
    2201 5TH AVE S SUITE 110
    BIRMINGHAM,AL35233     		NONE 501(C)(3) GENERAL SUPPORT 13,446
    BHAM HOLOCAUST EDUCATION COMM
    PO BOX 130805
    BIRMINGHAM,AL35213     		NONE 501(C)(3) GENERAL SUPPORT 250
    Total .................................bullet 3a 126,728
    bApproved for future payment
    Total .................................bullet 3b 0
    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 33,054  
    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 31,487  
    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).. 0 64,541 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    64,541
    (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.)
    8 SALE OF INVESTMENTS TO FUND CHARITABLE MISSION.
    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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE RONNE & DONALD HESS FOUNDATION
     
    Employer identification number

    63-0916545
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE RONNE & DONALD HESS FOUNDATION
          		Employer identification number
    63-0916545
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    EMILY AND BOB LEVINE
    315 LA PRADO CIRCLE
     
    HOMEWOOD, AL35209

    		$ 514,771


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    SUSANNA MYERS
    1216 LANE PARK COURT
     
    BIRMINGHAM, AL35223

    		$ 75,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    RONNE AND DONALD HESS
    2300 MONTEVALLO ROAD 3
     
    BIRMINGHAM, AL35223

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE RONNE & DONALD HESS FOUNDATION
          		Employer identification number

    63-0916545
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 4,085 SHARES OF APPLE INC COMMON STOCK $ 514,771 2020-12-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE RONNE & DONALD HESS FOUNDATION
          		Employer identification number

    63-0916545
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE RONNE & DONALD HESS FOUNDATION
    EIN:
    63-0916545
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,100 1,050   1,050

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE RONNE & DONALD HESS FOUNDATION
    EIN:
    63-0916545
    Name of Bond End of Year Book Value End of Year Fair Market Value
    50,000 STRYKER CORP 49,742 50,092
    50,000 CISCO SYSTEMS 49,260 50,504
    25,000 PEPSICO INC 24,921 25,240
    50,000 HONEYWELL INTERNATIONAL 48,204 50,592
    50,000 ORACLE CORP 51,513 51,337
    50,000 BRISTOL-MYERS SQUIBB CO 47,817 51,317
    25,000 CHURCH & DWIGHT CO INC 25,079 25,769
    50,000 RAYTHEON COMPANY 50,755 51,819
    25,000 AMAZON.COM INC 26,308 26,090
    50,000 MERCK & CO INC 53,269 53,024
    50,000 UNION PACIFIC CORP 53,650 53,603
    25,000 UNITED TECHNOLOGIES CORP 27,167 26,954
    50,000 BRISTOL-MYERS SQUIBB CO 50,160 54,214
    50,000 AT&T INC 50,487 54,552
    50,000 WALT DISNEY COMPANY 52,095 52,144
    50,000 AMAZON.COM INC 50,730 50,733
    ACCRUED INTEREST 0 3,858

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE RONNE & DONALD HESS FOUNDATION
    EIN:
    63-0916545
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMAZON.COM INC 35,555 65,139
    APTIV PLC 16,977 26,058
    DOLLAR GENERAL CORP 33,755 52,574
    DR HORTON INC 14,575 13,784
    HOME DEPOT INC 23,751 46,484
    MCDONALD'S CORP 12,635 16,094
    COSTCO WHOLESALE CORP 15,264 37,678
    PROCTER & GAMBLE CO 8,139 10,436
    CHEVRON CORP 31,751 33,780
    BLACKSTONE GRP INC CL A 11,259 12,962
    CHUBB LTD 6,017 7,696
    CROWN CASTLE INTL CORP REIT 13,619 15,919
    PROLOGIS INC REIT 13,330 14,949
    ABOTT LABORATORIES 26,978 38,322
    STRYKER CORP 5,501 12,252
    THERMO FISHER SCIENTIFIC 8,155 11,645
    ZOETIS INC 24,171 41,375
    CATERPILLAR INC 5,025 9,101
    HONEYWELL INTERNATIONAL 12,293 21,270
    WASTE MANGEMENT INC 8,591 17,690
    3M CO 4,109 5,244
    DEERE & CO 7,165 13,453
    JACOBS ENGINEERIN GRP 10,082 10,896
    LOCKHEED MARTIN CORP 18,138 17,749
    SOUTHWEST AIRLINES 8,598 9,322
    UNITED PARCEL SERVICE C1 B 15,973 25,260
    AIRBNB INC C1 A 7,313 7,340
    ALPHABET INC C1 C 15,258 35,038
    COMCAST CORP C1 A 3,558 5,240
    NETFLIX INC 7,507 8,111
    VERIZON COMMUNICATIONS 17,009 17,625
    WALT DISNEY CO 8,379 18,118
    ZILLOW GRP INC C1 C 4,979 6,490
    APPLE INC 36,921 572,027
    MICROSOFT CORP 30,676 44,484
    SALESFORCE.COM INC 11,036 11,127
    VISA INC C1 A 17,067 21,873
    NVIDIA CORP 2,844 5,222
    PAYPAL HLDGS INC 19,876 23,420
    AIR PRODUCTS & CHEMICALS 13,121 13,661
    BALL CORP 3,068 4,659
    VULCAN MATERIALS CO 7,141 7,416
    DOMINION ENERGY INC 20,431 18,800
    NEXTERA ENERGY INC 14,553 23,145
    DEXCOM INC 3,757 5,546
    MERCK & CO 8,343 8,180
    REGENERON PHARMACEUTICALS 8,683 7,247

    TY 2020 OtherDecreasesSchedule
    Name:
    THE RONNE & DONALD HESS FOUNDATION
    EIN:
    63-0916545
    Description Amount
    DIFFERENCE BETWEEN COST AND FMV OF APPLE INC. STOCK DONATED 511,930


    TY 2020 OtherExpensesSchedule
    Name:
    THE RONNE & DONALD HESS FOUNDATION
    EIN:
    63-0916545
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE 35 18   17
    BANK CHARGES 56 28   28


    TY 2020 OtherIncreasesSchedule
    Name:
    THE RONNE & DONALD HESS FOUNDATION
    EIN:
    63-0916545
    Description Amount
    DIFFERENCE BETWEEN COST AND FMV OF SECURITIES DONATED BY THE FOUNDATION 53,636


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE RONNE & DONALD HESS FOUNDATION
    EIN:
    63-0916545
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT/INVESTMENT FEES 6,615 6,615   0


    TY 2020 TaxesSchedule
    Name:
    THE RONNE & DONALD HESS FOUNDATION
    EIN:
    63-0916545
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 471 0   0
    STATE TAX 100 0   0