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
GARDNER GROUT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)50 WEST LIBERTY STREET SUITE 650
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RENO, NV895012408
A Employer identification number

95-7106955
B Telephone number (see instructions)

(800) 421-9865
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$64,031,345J 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... 1,201,525 1,165,843  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,707,529
b Gross sales price for all assets on line 6a 10,610,003
7 Capital gain net income (from Part IV, line 2)... 2,707,529
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........ 3,909,054 3,873,372  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 222,048 82,000   140,048
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 185,807 185,807   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 47,476 9,653   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 23,928 868   23,060
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 479,259 278,328 0 163,108
25 Contributions, gifts, grants paid....... 2,709,500 2,709,500
26 Total expenses and disbursements. Add lines 24 and 25 3,188,759 278,328 0 2,872,608
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 720,295
b Net investment income (if negative, enter -0-) 3,595,044
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,432,503 1,862,360 1,862,360
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)....... 15,710,638 Click to see attachment14,085,678 28,520,920
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).......... 26,891,313 Click to see attachment28,773,603 33,648,065
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) 44,034,454 44,721,641 64,031,345
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........ 44,034,454 44,721,641
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)..... 44,034,454 44,721,641
30 Total liabilities and net assets/fund balances (see instructions). 44,034,454 44,721,641
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
44,034,454
2
Enter amount from Part I, line 27a .....................
2
720,295
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
44,754,749
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
33,108
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
44,721,641
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 100. AMERICAN TOWER CORP-CL A   2008-04-03 2020-01-02
b 410. GLOBAL PAYMENTS INC   2017-06-28 2020-01-02
c 165. AMERICAN TOWER CORP-CL A   2008-04-02 2020-01-03
d 800. THE BANK OF NEW YORK MELLON CORP.   2017-08-09 2020-01-09
e 100. WABTEC CORP   2018-08-20 2020-01-09
100. WABTEC CORP   2018-08-20 2020-01-10
100. WABTEC CORP   2018-08-15 2020-01-13
130. WABTEC CORP   2018-08-15 2020-01-13
100. WABTEC CORP   2018-08-15 2020-01-13
100. WABTEC CORP   2018-08-17 2020-01-14
200. WABTEC CORP   2018-08-17 2020-01-15
115. WABTEC CORP   2018-08-17 2020-01-16
295. MOODYS CORP   2015-05-15 2020-01-21
235. PROCTER GAMBLE CO/THE   2015-08-11 2020-01-24
615. WASTE CONNECTIONS INC   2016-06-01 2020-01-28
710. MICROSOFT CORP COM   2016-10-17 2020-01-30
300. TRIMBLE NAV LTD   2016-10-19 2020-01-30
600. TRIMBLE NAV LTD   2016-10-19 2020-01-30
200. TRIMBLE NAV LTD   2016-10-20 2020-01-31
400. TRIMBLE NAV LTD   2016-10-18 2020-01-31
300. TRIMBLE NAV LTD   2016-10-18 2020-01-31
35. ALPHABET INC/CA   2008-11-24 2020-02-03
350. TRIMBLE NAV LTD   2016-10-17 2020-02-03
700. WABTEC CORP   2018-08-17 2020-02-20
365. WABTEC CORP   2019-01-04 2020-02-21
329. ABBOTT LABORATORIES   2019-07-10 2020-02-27
1036. ACTIVISION BLIZZARD INC   2018-02-27 2020-02-27
103. ADOBE SYS INC COM   2020-01-30 2020-02-27
8. ALPHABET INC   2020-01-02 2020-02-27
40. ALPHABET INC   2008-02-26 2020-02-27
565. AMERICAN TOWER CORP-CL A   2008-04-02 2020-02-27
153. BROADCOM INC   2009-02-19 2020-02-27
345. CME GROUP INC   2012-09-26 2020-02-27
419. CMS ENERGY CORP   2020-01-06 2020-02-27
759. CSX CORP COM   2017-12-12 2020-02-27
21. CABLE ONE INC-W/1   2019-02-26 2020-02-27
1907. CARLSBERG AS-B-SPON ADR   2019-08-01 2020-02-27
325. CHARTER COMMUNICATIONS INC-A   2015-04-24 2020-02-27
67. CHIPOTLE MEXICAN GRILL INC   2018-08-30 2020-02-27
681. COCA-COLA CO/THE   2015-10-20 2020-02-27
1000. COMCAST CORP NEW CL A   2020-01-02 2020-02-27
8. COMCAST CORP NEW CL A   2010-09-27 2020-02-27
218. COSTCO WHSL CORP NEW   2018-07-17 2020-02-27
1065. CROWN CASTLE INTERNATIONAL CORP   2016-06-03 2020-02-27
784. DANAHER CORP COMMON   2005-12-28 2020-02-27
115. EDWARDS LIFESCIENCES CORP   2019-12-12 2020-02-27
74. EDWARDS LIFESCIENCES CORP   2019-06-12 2020-02-27
1041. ENBRIDGE INC   2018-06-05 2020-02-27
171. EQUIFAX INC   2017-09-25 2020-02-27
108. EQUINIX INC   2018-04-24 2020-02-27
9647.57 AMER FNDS EUROPAC GROW-F3   2006-04-06 2020-02-27
279. FACEBOOK INC   2018-08-16 2020-02-27
451. GILEAD SCIENCES INC   2017-09-06 2020-02-27
584. GLOBAL PAYMENTS INC   2019-02-20 2020-02-27
665. JACK HENRY ASSOCIATES INC   2011-04-01 2020-02-27
849. HILTON WORLDWIDE HOLDINGS INC   2017-09-15 2020-02-27
918. INTEL CORPORATION   2018-01-05 2020-02-27
803. INTERCONTINENTAL EXCHANGE INC   2017-03-21 2020-02-27
392. J P MORGAN CHASE & CO   2020-01-16 2020-02-27
427. ELI LILLY & CO COM   2019-01-17 2020-02-27
943. MARSH & MCLENNAN COS INC   2013-06-28 2020-02-27
270. MARSH & MCLENNAN COS INC   2013-04-19 2020-02-27
406. MERCK AND CO INC   2020-01-15 2020-02-27
1547. MICROSOFT CORP COM   2015-09-03 2020-02-27
475. MONDELEZ INTERNATIONAL INC   2018-02-21 2020-02-27
367. MOODYS CORP   2015-05-15 2020-02-27
410. NESTLE S A SPONSORED ADR   2015-06-24 2020-02-27
74. NETFLIX COM INC   2020-02-03 2020-02-27
1325. NIKE INC CL B   2013-01-10 2020-02-27
467. PROCTER GAMBLE CO/THE   2015-08-12 2020-02-27
733. SEATTLE GENETICS INC   2017-02-08 2020-02-27
231. SEMPRA ENERGY   2016-03-10 2020-02-27
64. SHERWIN-WILLIAMS COMPANY COMMON   2016-10-18 2020-02-27
205. TRANSDIGM GROUP INC   2016-01-13 2020-02-27
320. UNITED HEALTH GROUP INC   2017-08-22 2020-02-27
600. VERIZON COMMUNICATIONS INC   2014-08-25 2020-02-27
1416. VISA INC   2016-09-27 2020-02-27
1938. WASTE CONNECTIONS INC   2016-06-01 2020-02-27
464. AON CORP   2014-03-31 2020-02-27
165. ACCENTURE PLC IRELAND SHS CL A   2012-01-17 2020-02-27
220. LINDE PLC   2015-01-28 2020-02-27
432. CHUBB LTD   2016-10-17 2020-02-27
189. ASML HLDG N V   2016-12-13 2020-02-27
500. EOG RESOURCES INC   2019-08-29 2020-02-28
1385. EOG RESOURCES INC   2019-08-29 2020-02-28
115. EOG RESOURCES INC   2018-04-30 2020-02-28
100. EOG RESOURCES INC   2018-05-02 2020-02-28
100. EOG RESOURCES INC   2018-08-16 2020-02-28
2025. EOG RESOURCES INC   2006-09-26 2020-02-28
300. ROYAL DUTCH SHELL PLC   2018-06-20 2020-03-02
2015. ROYAL DUTCH SHELL PLC   2018-01-09 2020-03-02
555. THE BANK OF NEW YORK MELLON CORP.   2017-07-18 2020-03-03
1380. THE BANK OF NEW YORK MELLON CORP.   2019-06-28 2020-03-03
55. TRANSDIGM GROUP INC   2016-01-13 2020-03-03
100. TEXAS INSTRUMENTS INC   2013-03-19 2020-03-06
600. TEXAS INSTRUMENTS INC   2013-03-19 2020-03-06
140. TEXAS INSTRUMENTS INC   2013-03-19 2020-03-06
250. EXXON MOBIL CORP   2019-06-20 2020-03-10
600. EXXON MOBIL CORP   2019-06-20 2020-03-10
245. HUMANA INC COM   2017-02-13 2020-03-10
6430. HUNTINGTON BANCSHARES INC/OH   2017-02-14 2020-03-10
600. HUNTINGTON BANCSHARES INC/OH   2017-02-14 2020-03-10
1200. HUNTINGTON BANCSHARES INC/OH   2017-02-14 2020-03-10
200. HUNTINGTON BANCSHARES INC/OH   2017-02-14 2020-03-10
1580. SCHLUMBERGER LIMITED COM   2003-01-30 2020-03-10
2280. SCHLUMBERGER LIMITED COM   2019-09-24 2020-03-10
100. SCHLUMBERGER LIMITED COM   2003-01-30 2020-03-10
93360.19 CAPITAL GR CORE BOND FUND   2002-03-23 2020-03-11
2150.8 CAPITAL GR CORE BOND FUND   2012-12-27 2020-03-11
200. HILTON WORLDWIDE HOLDINGS INC   2017-09-14 2020-03-11
885. YETI HOLDINGS INC   2019-07-09 2020-03-11
701. HILTON WORLDWIDE HOLDINGS INC   2017-08-31 2020-03-12
600. HILTON WORLDWIDE HOLDINGS INC   2017-08-28 2020-03-12
100. HILTON WORLDWIDE HOLDINGS INC   2017-08-29 2020-03-13
300. HILTON WORLDWIDE HOLDINGS INC   2017-08-16 2020-03-13
100. HILTON WORLDWIDE HOLDINGS INC   2017-08-18 2020-03-17
95. HILTON WORLDWIDE HOLDINGS INC   2017-08-18 2020-03-17
1565. COCA-COLA CO/THE   2015-10-20 2020-03-25
170. BOEING COMPANY   2009-11-02 2020-04-01
.5 OTIS WORLDWIDE CORP COM   2020-03-25 2020-04-03
100. ENBRIDGE INC   2018-06-05 2020-04-06
400. ENBRIDGE INC   2018-06-05 2020-04-06
500. ENBRIDGE INC   2018-06-05 2020-04-06
400. ENBRIDGE INC   2018-06-05 2020-04-07
100. ENBRIDGE INC   2018-06-05 2020-04-07
300. ENBRIDGE INC   2018-06-05 2020-04-07
200. ENBRIDGE INC   2018-06-05 2020-04-07
100. ENBRIDGE INC   2018-06-05 2020-04-07
100. ENBRIDGE INC   2018-06-05 2020-04-07
6926. HUNTINGTON BANCSHARES INC/OH   2017-02-14 2020-04-07
280. BOEING COMPANY   2009-11-02 2020-04-08
300. ENBRIDGE INC   2018-06-05 2020-04-08
800. ENBRIDGE INC   2018-06-06 2020-04-08
200. ENBRIDGE INC   2018-06-04 2020-04-08
100. ENBRIDGE INC   2018-06-04 2020-04-09
100. ENBRIDGE INC   2018-06-04 2020-04-09
1975. ENBRIDGE INC   2018-06-04 2020-04-09
400. ENBRIDGE INC   2018-06-04 2020-04-09
260. SAGE THERAPEUTICS INC   2019-10-24 2020-04-15
1155. WYNN RESORTS LTD   2019-12-11 2020-04-15
1360. TRUIST FINL CORP   2020-01-09 2020-04-20
207. BOEING COMPANY   2009-11-02 2020-04-24
500. HEXCEL CORP NEW COM   2013-09-17 2020-05-01
200. HEXCEL CORP NEW COM   2013-09-20 2020-05-01
375. HEXCEL CORP NEW COM   2013-09-20 2020-05-04
20. CABLE ONE INC-W/1   2019-02-26 2020-05-05
400. KONINKLIJKE PHILIPS ELECTRS   2019-10-14 2020-05-07
1010. KONINKLIJKE PHILIPS ELECTRS   2019-10-14 2020-05-08
430. ACTIVISION BLIZZARD INC   2018-01-17 2020-05-12
525. CARRIER GLOBAL CORP COM   2020-03-25 2020-05-18
1734. COCA-COLA CO/THE   2015-10-20 2020-05-20
262. OTIS WORLDWIDE CORP COM   2020-03-25 2020-05-20
714. ANALOG DEVICES INC   2016-03-15 2020-06-03
1730. WELLS FARGO & CO NEW   2014-01-10 2020-06-17
175. SERVICENOW INC   2019-06-28 2020-06-29
225. LINDE PLC   2015-01-28 2020-06-30
200. LINDE PLC   2014-08-22 2020-06-30
1700. BWX TECHNOLOGIES INC   2019-12-09 2020-07-15
165. BWX TECHNOLOGIES INC   2020-02-25 2020-07-15
407.95 AMER FNDS EUROPAC GROW-F3   2006-07-06 2020-07-20
.3 AMER FND SMALLCAP WRLD-F3   2017-05-23 2020-07-20
300. ANTHEM INC   2019-11-21 2020-07-27
125. ANTHEM INC   2019-12-09 2020-07-28
80. SERVICENOW INC   2019-06-28 2020-07-29
20. DIAGEO PLC SPON ADR NEW   2012-12-27 2020-08-03
755. DIAGEO PLC SPON ADR NEW   2015-07-06 2020-08-03
100. DIAGEO PLC SPON ADR NEW   2016-01-22 2020-08-04
1800. THE BANK OF NEW YORK MELLON CORP.   2016-07-28 2020-08-07
100. THE BANK OF NEW YORK MELLON CORP.   2016-07-28 2020-08-10
100. THE BANK OF NEW YORK MELLON CORP.   2016-07-28 2020-08-11
100. THE BANK OF NEW YORK MELLON CORP.   2016-07-28 2020-08-12
170. THE BANK OF NEW YORK MELLON CORP.   2016-09-26 2020-08-17
100. THE BANK OF NEW YORK MELLON CORP.   2016-09-26 2020-08-19
491. DIAGEO PLC SPON ADR NEW   2012-01-12 2020-08-20
100. THE BANK OF NEW YORK MELLON CORP.   2020-05-05 2020-08-21
200. THE BANK OF NEW YORK MELLON CORP.   2016-09-26 2020-08-24
300. THE BANK OF NEW YORK MELLON CORP.   2016-09-26 2020-08-24
300. THE BANK OF NEW YORK MELLON CORP.   2016-07-29 2020-08-25
100. THE BANK OF NEW YORK MELLON CORP.   2016-07-29 2020-08-26
100. ABBOTT LABORATORIES   2019-07-10 2020-08-27
100. ABBOTT LABORATORIES   2018-01-30 2020-08-27
100. ABBOTT LABORATORIES   2018-01-30 2020-08-27
225. ABBOTT LABORATORIES   2018-01-30 2020-08-27
980. EOG RESOURCES INC   2006-09-25 2020-09-16
1540. EXELON CORP   2019-07-02 2020-09-16
1355. EXELON CORP   2020-03-05 2020-09-16
1411. APPLE COMPUTER INC COM   2008-10-24 2020-09-17
337. DEERE & COMPANY   2017-02-02 2020-09-17
200. GLOBAL PAYMENTS INC   2017-06-29 2020-09-23
300. GLOBAL PAYMENTS INC   2017-04-28 2020-09-23
100. GLOBAL PAYMENTS INC   2017-04-28 2020-09-25
12. GLOBAL PAYMENTS INC   2017-04-28 2020-09-28
237. SEATTLE GENETICS INC   2017-02-07 2020-09-29
5239. DANONE SPONSORED ADR   2017-07-24 2020-10-21
885.43 AMER FND SMALLCAP WRLD-F3   2017-05-23 2020-10-21
221. SEAGEN INC COM   2017-02-07 2020-10-29
2000. ENBRIDGE INC   2018-06-04 2020-10-30
445. UNION PACIFIC CORP   2019-10-18 2020-11-03
161. JACK HENRY ASSOCIATES INC   2011-04-04 2020-11-05
532. JACK HENRY ASSOCIATES INC   2011-04-04 2020-11-10
200. JACK HENRY ASSOCIATES INC   2011-04-25 2020-11-10
323. SEAGEN INC COM   2017-02-07 2020-11-18
658. THE BANK OF NEW YORK MELLON CORP.   2016-07-29 2020-12-04
620. THE BANK OF NEW YORK MELLON CORP.   2020-05-05 2020-12-04
200. GLOBAL PAYMENTS INC   2017-04-28 2020-12-10
207. GLOBAL PAYMENTS INC   2017-04-28 2020-12-10
70. VERTEX PHARMACEUTICALS INC   2019-11-19 2020-12-10
150. VERTEX PHARMACEUTICALS INC   2020-01-09 2020-12-10
161. VERTEX PHARMACEUTICALS INC   2019-11-19 2020-12-14
2015. GLAXO SMITHKLINE PLC   2020-02-25 2020-12-15
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 22,861   4,052 18,809
b 75,738   37,263 38,475
c 37,769   6,665 31,104
d 41,161   42,680 -1,519
e 7,839   11,029 -3,190
7,760   11,029 -3,269
7,777   11,010 -3,233
10,201   14,240 -4,039
7,807   10,936 -3,129
7,826   10,922 -3,096
15,724   21,844 -6,120
9,034   12,548 -3,514
75,680   32,295 43,385
29,389   17,917 11,472
60,597   26,855 33,742
122,187   40,658 81,529
12,976   8,854 4,122
26,015   17,681 8,334
8,532   5,892 2,640
16,980   11,763 5,217
12,951   8,787 4,164
51,323   4,461 46,862
15,043   10,219 4,824
55,366   53,387 1,979
28,643   26,247 2,396
26,653   28,070 -1,417
61,587   74,545 -12,958
35,630   36,663 -1,033
10,781   10,898 -117
53,907   9,199 44,708
134,818   22,813 112,005
42,991   35,372 7,619
74,345   19,681 54,664
27,155   26,206 949
56,369   43,432 12,937
32,829   20,150 12,679
51,099   51,909 -810
167,429   64,889 102,540
51,702   32,604 19,098
38,078   30,613 7,465
42,014   45,307 -3,293
336   74 262
65,165   47,729 17,436
162,473   98,192 64,281
118,069   16,570 101,499
24,973   26,484 -1,511
16,069   13,652 2,417
39,551   35,425 4,126
25,374   18,166 7,208
65,535   44,167 21,368
490,000   439,737 50,263
53,795   50,160 3,635
32,899   37,358 -4,459
108,821   73,273 35,548
104,962   22,365 82,597
83,077   59,956 23,121
52,843   40,993 11,850
75,697   48,547 27,150
48,342   54,028 -5,686
56,233   50,801 5,432
103,448   45,268 58,180
29,619   11,371 18,248
32,438   37,047 -4,609
251,334   81,547 169,787
26,299   20,785 5,514
92,345   40,113 52,232
42,810   30,582 12,228
28,177   26,474 1,703
120,457   45,014 75,443
54,147   34,717 19,430
81,207   49,265 31,942
33,501   22,668 10,833
34,441   17,300 17,141
114,581   37,635 76,946
82,543   62,236 20,307
33,659   29,502 4,157
259,604   115,858 143,746
188,324   84,626 103,698
101,089   39,154 61,935
31,541   8,835 22,706
43,996   35,960 8,036
66,393   54,361 12,032
53,642   19,771 33,871
31,184   37,260 -6,076
86,609   97,650 -11,041
7,191   13,609 -6,418
6,205   11,696 -5,491
6,246   11,623 -5,377
126,174   176,488 -50,314
13,223   21,188 -7,965
89,465   141,823 -52,358
21,551   29,584 -8,033
53,587   59,072 -5,485
31,422   10,097 21,325
11,223   3,448 7,775
66,907   20,687 46,220
15,819   4,827 10,992
10,836   19,135 -8,299
25,914   45,925 -20,011
85,599   50,526 35,073
61,329   90,762 -29,433
5,906   8,464 -2,558
11,637   16,927 -5,290
1,980   2,821 -841
28,145   29,937 -1,792
40,614   81,196 -40,582
1,800   1,876 -76
977,481   981,506 -4,025
22,519   22,476 43
16,207   13,287 2,920
22,096   29,360 -7,264
52,594   45,814 6,780
45,107   38,177 6,930
7,864   6,304 1,560
23,831   18,751 5,080
6,673   6,172 501
6,315   5,823 492
64,680   66,168 -1,488
23,567   18,893 4,674
22   26 -4
2,866   3,144 -278
11,507   12,574 -1,067
14,419   15,718 -1,299
11,784   12,574 -790
2,884   3,144 -260
8,877   9,431 -554
5,671   6,287 -616
2,879   3,144 -265
2,866   3,144 -278
56,533   96,811 -40,278
41,728   13,460 28,268
8,509   9,410 -901
22,743   25,017 -2,274
5,688   6,251 -563
2,870   3,115 -245
2,912   3,115 -203
56,893   61,512 -4,619
11,459   12,458 -999
7,362   36,950 -29,588
82,187   155,127 -72,940
46,915   76,466 -29,551
26,939   9,951 16,988
16,060   19,484 -3,424
6,416   7,779 -1,363
11,367   14,552 -3,185
37,877   19,191 18,686
17,132   17,305 -173
43,270   43,694 -424
31,378   30,258 1,120
9,162   9,605 -443
79,223   72,623 6,600
14,252   13,408 844
86,389   39,883 46,506
47,548   79,428 -31,880
68,468   48,635 19,833
47,403   36,777 10,626
42,033   32,691 9,342
87,896   102,953 -15,057
8,531   9,867 -1,336
22,951   17,968 4,983
19   15 4
79,210   86,536 -7,326
33,281   35,416 -2,135
35,340   22,233 13,107
2,965   2,318 647
111,935   84,135 27,800
14,247   10,663 3,584
67,347   83,843 -16,496
3,794   3,979 -185
3,867   3,979 -112
3,814   3,978 -164
6,308   6,723 -415
3,718   3,955 -237
67,301   46,249 21,052
3,584   3,595 -11
7,274   7,910 -636
10,850   11,865 -1,015
10,992   11,850 -858
3,666   3,948 -282
11,176   8,534 2,642
11,165   7,985 3,180
11,206   6,252 4,954
25,182   14,066 11,116
39,826   30,509 9,317
56,154   75,034 -18,880
49,408   61,940 -12,532
154,677   5,624 149,053
73,917   36,249 37,668
34,957   24,601 10,356
52,411   25,057 27,354
17,397   8,184 9,213
2,141   982 1,159
45,124   16,532 28,592
62,351   80,275 -17,924
61,998   46,007 15,991
42,618   13,466 29,152
54,983   62,188 -7,205
81,049   72,840 8,209
25,082   5,413 19,669
84,848   17,886 66,962
31,890   6,722 25,168
56,216   19,071 37,145
26,610   25,979 631
25,074   22,275 2,799
39,010   16,368 22,642
40,472   16,905 23,567
15,625   15,580 45
33,482   34,463 -981
37,355   34,557 2,798
73,987   84,107 -10,120
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
      335,356
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       18,809
b       38,475
c       31,104
d       -1,519
e       -3,190
      -3,269
      -3,233
      -4,039
      -3,129
      -3,096
      -6,120
      -3,514
      43,385
      11,472
      33,742
      81,529
      4,122
      8,334
      2,640
      5,217
      4,164
      46,862
      4,824
      1,979
      2,396
      -1,417
      -12,958
      -1,033
      -117
      44,708
      112,005
      7,619
      54,664
      949
      12,937
      12,679
      -810
      102,540
      19,098
      7,465
      -3,293
      262
      17,436
      64,281
      101,499
      -1,511
      2,417
      4,126
      7,208
      21,368
      50,263
      3,635
      -4,459
      35,548
      82,597
      23,121
      11,850
      27,150
      -5,686
      5,432
      58,180
      18,248
      -4,609
      169,787
      5,514
      52,232
      12,228
      1,703
      75,443
      19,430
      31,942
      10,833
      17,141
      76,946
      20,307
      4,157
      143,746
      103,698
      61,935
      22,706
      8,036
      12,032
      33,871
      -6,076
      -11,041
      -6,418
      -5,491
      -5,377
      -50,314
      -7,965
      -52,358
      -8,033
      -5,485
      21,325
      7,775
      46,220
      10,992
      -8,299
      -20,011
      35,073
      -29,433
      -2,558
      -5,290
      -841
      -1,792
      -40,582
      -76
      -4,025
      43
      2,920
      -7,264
      6,780
      6,930
      1,560
      5,080
      501
      492
      -1,488
      4,674
      -4
      -278
      -1,067
      -1,299
      -790
      -260
      -554
      -616
      -265
      -278
      -40,278
      28,268
      -901
      -2,274
      -563
      -245
      -203
      -4,619
      -999
      -29,588
      -72,940
      -29,551
      16,988
      -3,424
      -1,363
      -3,185
      18,686
      -173
      -424
      1,120
      -443
      6,600
      844
      46,506
      -31,880
      19,833
      10,626
      9,342
      -15,057
      -1,336
      4,983
      4
      -7,326
      -2,135
      13,107
      647
      27,800
      3,584
      -16,496
      -185
      -112
      -164
      -415
      -237
      21,052
      -11
      -636
      -1,015
      -858
      -282
      2,642
      3,180
      4,954
      11,116
      9,317
      -18,880
      -12,532
      149,053
      37,668
      10,356
      27,354
      9,213
      1,159
      28,592
      -17,924
      15,991
      29,152
      -7,205
      8,209
      19,669
      66,962
      25,168
      37,145
      631
      2,799
      22,642
      23,567
      45
      -981
      2,798
      -10,120
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2,707,529
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 49,971
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 49,971
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 49,971
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 53,520
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 53,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,549
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,549 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)
    bulletCA
    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 .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletCAPITAL BANK & TRUST Telephone no.bullet (800) 421-9865

    Located atbullet6455 IRVINE CENTER DRIVE C-2IRVINECA ZIP+4bullet92618
    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
    Capital Bank Trust Co-Trustee
    40     		58,048    
    50 WEST LIBERTY STREET SUITE 650
    RENO,NV89501
    L G Brigham and E B Huyck Co-Trustee
    40     		82,000    
    50 WEST LIBERTY STREET SUITE 650
    RENO,NV89501
    C B Markovich and L B Hambleton Co-Trustee
    40     		82,000    
    50 WEST LIBERTY STREET SUITE 650
    RENO,NV89501
    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
    57,117,762
    b
    Average of monthly cash balances.......................
    1b
    1,864,476
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    58,982,238
    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
    58,982,238
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    884,734
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    58,097,504
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,904,875
    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
    2,904,875
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    49,971
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    49,971
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,854,904
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,854,904
    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
    2,854,904
    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
    2,872,608
    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
    2,872,608
    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
    2,872,608
    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 2,854,904
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 2,642,541
    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$ 2,872,608
    a Applied to 2019, but not more than line 2a 2,642,541
    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..... 230,067
    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 ..........     		2,624,837
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACCESS
    3630 AVIATION WAY
    MEDFORD,OR97504     		NONE PC GENERAL SUPPORT 30,000
    THE AGAINST MALARIA FOUNDATION
    CITIBANK NA PO BOX 7247-6370
    PHILADELPHIA,PA191706370     		NONE PC GENERAL SUPPORT 10,000
    ALZHEIMER'S DISEASE AND RELATED
    DISORDERS ASSOCIATION
    770 THE CITY DR S STE 7400
    ORANGE,CA92868     		NONE PC GENERAL SUPPORT 20,000
    ANIMAL ASSISTED THERAPY PROGRAMS OF
    COLORADO
    7275 KIPLING STREET
    ARVADA,CO80005     		NONE PC GENERAL SUPPORT 5,000
    ASANTE FOUNDATION
    2600 SISKIYOU BOULEVARD SUITE 100
    MEDFORD,OR97504     		NONE PC GENERAL SUPPORT 35,000
    ASHLAND EMERGENCY FOOD BANK
    PO BOX 3578
    ASHLAND,OR97520     		NONE PC GENERAL SUPPORT 10,000
    ASHLAND FOOD ANGELS
    472 WALKER AVENUE
    ASHLAND,OR97520     		NONE PC GENERAL SUPPORT 8,000
    ASHLAND INDEPENDENT FILM FESTIVAL
    PO BOX 218
    ASHLAND,OR97520     		NONE PC GENERAL SUPPORT 10,000
    ASHLAND SCHOOLS FOUNDATION
    100 WALKER AVE
    ASHLAND,OR975201314     		NONE PC GENERAL SUPPORT 5,000
    BOWERS MUSEUM
    2002 NORTH MAIN STREET
    SANTA ANA,CA92706     		NONE PC GENERAL SUPPORT 10,000
    BOYS REPUBLIC
    1907 BOYS REPUBLIC DRIVE
    CHINO HILLS,CA91709     		NONE PC GENERAL SUPPORT 2,000
    BRENNAN CENTER FOR JUSTICE
    120 BROADWAY SUITE 1750
    NEW YORK,NY102710002     		NONE PC GENERAL SUPPORT 75,000
    CANCER SUPPORT COMMUNITY PASADENA
    76 EAST DEL MAR BOULEVARD SUITE 21
    PASADENA,CA91105     		NONE PC GENERAL SUPPORT 5,000
    CATALINA ISLAND CONSERVANCY
    320 GOLDEN SHORE SUITE 220
    LONG BEACH,CA90802     		NONE PC GENERAL SUPPORT 10,000
    CENTER FOR RESPONSIVE POLITICS
    1300 L ST NW STE 200
    WASHINGTON,DC200054181     		NONE PC GENERAL SUPPORT 10,000
    CHILDREN'S HOSPITAL LOS ANGELES
    4650 SUNSET BLVD 29
    LOS ANGELES,CA90027     		NONE PC GENERAL SUPPORT 20,000
    CITIZENS FOR RESPONSIBILITY AND ETHICS
    IN WASHINGTON
    1101 K STREET NW SUITE 201
    WASHINGTON,DC20005     		NONE PC GENERAL SUPPORT 30,000
    CITIZENS FOR RESPONSIBILITY AND ETHICS
    IN WASHINGTON
    1101 K STREET NW SUITE 201
    WASHINGTON,DC20005     		NONE PC GENERAL SUPPORT 50,000
    CLIMATE SCIENCE LEGAL DEFENSE FUND
    475 RIVERSIDE DRIVE STE 244
    NEW YORK,NY10115     		NONE PC GENERAL SUPPORT 10,000
    CRYSTAL COVE CONSERVANCY
    5 CRYSTAL COVE
    NEWPORT COAST,CA92657     		NONE PC GENERAL SUPPORT 50,000
    CULTIVATE ABILITY
    PO BOX 344
    JACKSON,WY83001     		NONE PC GENERAL SUPPORT 10,000
    DENVER BOTANIC GARDENS
    909 YORK ST
    DENVER,CO80206     		NONE PC GENERAL SUPPORT 2,000
    ELECTION INTEGRITY PROJECT CALIFORNIA
    27943 SECO CANYON ROAD 521
    SANTA CLARITA,CA91350     		NONE PC GENERAL SUPPORT 10,000
    ENVIRONMENTAL NATURE CENTER
    1601 E 16TH STREET
    NEWPORT BEACH,CA92663     		NONE PC GENERAL SUPPORT 35,000
    FAMILY LEARNING CENTER BOULDER
    3164 34TH ST
    BOULDER,CO803012116     		NONE PC GENERAL SUPPORT 2,000
    FOODBANK OF SANTA BARBARA
    4554 HOLLISTER AVE
    SANTA BARBARA,CA931101710     		NONE PC GENERAL SUPPORT 10,000
    FRIENDS OF THE ANIMAL SHELTER
    PO BOX 1013
    PHOENIX,OR97535     		NONE PC GENERAL SUPPORT 10,000
    GIVE DIRECTLY
    PO BOX 3221
    NEW YORK,NY10008     		NONE PC GENERAL SUPPORT 10,000
    HABITAT FOR HUMANITY ROGUE VALLEY
    PO BOX 688
    MEDFORD,OR97501     		NONE PC GENERAL SUPPORT 20,000
    HARRY L DOUGHERTY AND KEITH STANAKA
    ORTHODONTIC FOUNDATION
    PO BOX 1820
    LOS GATOS,CA95031     		NONE PC GENERAL SUPPORT 5,000
    HARRY L DOUGHERTY AND KEITH STANAKA
    ORTHODONTIC FOUNDATION
    PO BOX 1820
    LOS GATOS,CA95031     		NONE PC GENERAL SUPPORT 50,000
    HEARTS WITH A MISSION
    711 MEDFORD CENTER 334
    MEDFORD,OR97504     		NONE PC GENERAL SUPPORT 10,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVENUE NE
    WASHINGTON,DC20002     		NONE PC GENERAL SUPPORT 75,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVENUE NE
    WASHINGTON,DC20002     		NONE PC GENERAL SUPPORT 80,000
    HIGHER GROUND SUN VALLEY
    PO BOX 6791
    KETCHUM,ID83340     		NONE PC GENERAL SUPPORT 20,000
    HOAG HOSPITAL FOUNDATION
    330 PLACENTIA AVENUE SUITE 100
    NEWPORT BEACH,CA92663     		NONE PC GENERAL SUPPORT 25,000
    HOAG NURSING PROGRAM
    330 PLACENTIA AVENUE SUITE 100
    NEWPORT BEACH,CA92663     		NONE PC GENERAL SUPPORT 75,000
    HOAG VASCULAR CENTER
    330 PLACENTIA AVENUE SUITE 100
    NEWPORT BEACH,CA92663     		NONE PC GENERAL SUPPORT 75,000
    HUNTINGTON LIBRARY
    1151 OXFORD ROAD
    SAN MARINO,CA91108     		NONE PC GENERAL SUPPORT 75,000
    HUNTINGTON MEDICAL RESEARCH INSTITUTES
    686 SOUTH FAIR OAKS AVENUE
    PASADENA,CA91105     		NONE PC GENERAL SUPPORT 50,000
    HUNTINGTON HOSPITAL
    100 W CALIFORNIA BLVD EMERGENCY D
    PASADENA,CA91109     		NONE PC GENERAL SUPPORT 25,000
    IDAHO FREEDOM FOUNDATION
    2404 BANK DRIVE SUITE 314
    BOISE,ID83705     		NONE PC GENERAL SUPPORT 20,000
    INSTITUTE FOR FAIR ELECTIONS
    1451 QUAIL STREET STE 110
    NEWPORT BEACH,CA92660     		NONE PC GENERAL SUPPORT 10,000
    INSTITUTE FOR FAIR ELECTIONS
    1451 QUAIL STREET STE 110
    NEWPORT BEACH,CA92660     		NONE PC GENERAL SUPPORT 10,000
    JACKSON HOLE CHILDREN'S MUSEUM
    PO BOX 995
    JACKSON,WY83001     		NONE PC GENERAL SUPPORT 15,000
    JEFFERSON PUBLIC RADIO
    1250 SISKIYOU BOULEVARD
    ASHLAND,OR97520     		NONE PC GENERAL SUPPORT 5,000
    JEFFERSON PUBLIC RADIO
    1250 SISKIYOU BOULEVARD
    ASHLAND,OR97520     		NONE PC GENERAL SUPPORT 5,000
    JUDICIAL WATCH
    425 THIRD STREET SW SUITE 800
    WASHINGTON,DC20024     		NONE PC GENERAL SUPPORT 100,000
    JUDICIAL WATCH
    425 THIRD STREET SW SUITE 800
    WASHINGTON,DC20024     		NONE PC GENERAL SUPPORT 50,000
    JUDICIAL WATCH
    425 THIRD STREET SW SUITE 800
    WASHINGTON,DC20024     		NONE PC GENERAL SUPPORT 125,000
    KSKQ
    330 E HERSEY ST 2
    ASHLAND,OR97520     		NONE PC GENERAL SUPPORT 5,000
    KURE-IT
    2201 DUPONT DRIVE SUITE 700
    IRVINE,CA92612     		NONE PC GENERAL SUPPORT 2,500
    LOBERO THEATRE FOUNDATION
    33 E CANON PERDIDO STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL SUPPORT 10,000
    LOYOLA HIGH SCHOOL
    1901 VENICE BOULEVARD
    LOS ANGELES,CA90006     		NONE PC GENERAL SUPPORT 30,000
    LUMMI ISLAND FOUNDATION FOR EDUCATION
    PO BOX 85
    LUMMI ISLAND,WA982620085     		NONE PC GENERAL SUPPORT 5,000
    MULTIDISCIPLINARY ASSOCIATION
    FOR PSYCHEDELIC STUDIES (MAPS)
    1115 MISSION STREET
    SANTA CRUZ,CA950609989     		NONE PC GENERAL SUPPORT 6,000
    THE MASSACHUSETTS BAIL FUND
    2161 MASSACHUSETTS BAIL FUND
    CAMBRIDGE,CA02140     		NONE PC GENERAL SUPPORT 10,000
    MIND & LIFE INSTITUTE
    210 RIDGE MCINTIRE RD SUITE 325
    CHARLOTTESVILLE,VA22903     		NONE PC GENERAL SUPPORT 5,000
    MOUNTAIN HUMANE
    100 CROY CREEK ROAD PO BOX 1496
    HAILEY,ID83333     		NONE PC GENERAL SUPPORT 10,000
    NAROPA UNIVERSITY
    OFFICE OF DEVELOPMENT 2130 ARAPAHO
    BOULDER,CO80302     		NONE PC GENERAL SUPPORT 10,000
    NATIONAL SECURITY ARCHIVE FUND
    2130 H STREET NW
    WASHINGTON,DC20037     		NONE PC GENERAL SUPPORT 25,000
    OREGON LEAGUE OF CONSERVATION VOTERS
    321 SW 4TH AVENUE SUITE 600
    PORTLAND,OR97204     		NONE PC GENERAL SUPPORT 5,000
    OREGON SHAKESPEARE FESTIVAL
    15 S PIONEER STREET
    ASHLAND,OR97520     		NONE PC GENERAL SUPPORT 5,000
    PACIFIC LEGAL FOUNDATION
    930 G STREET
    SACRAMENTO,CA95814     		NONE PC GENERAL SUPPORT 60,000
    PARTNERS IN HEALTH
    800 BOYLSTON ST STE 300
    BOSTON,MA021997032     		NONE PC GENERAL SUPPORT 25,000
    PEACE HOUSE
    543 S MOUNTAIN AVE PO BOX 524
    ASHLAND,OR97520     		NONE PC GENERAL SUPPORT 10,000
    PEDIATRIC CANCER RESEARCH
    17932 SKY PARK CIR STE E
    IRVINE,CA926144435     		NONE PC GENERAL SUPPORT 1,000
    PENINSULA OPEN SPACE TRUST
    222 HIGH STREET
    PALO ALTO,CA94301     		NONE PC GENERAL SUPPORT 5,000
    PETALUMA TROLLEY
    PO BOX 261
    PETALUMA,CA949530261     		NONE PC GENERAL SUPPORT 6,000
    PHYSICIANS FOR SOCIAL RESPONSIBILITY
    1111 14TH STREET NW SUITE 700
    WASHINGTON,DC20005     		NONE PC GENERAL SUPPORT 5,000
    PROJECT ON GOVERNMENT OVERSIGHT
    1100 G STREET NW SUITE 500
    WASHINGTON,DC200053806     		NONE PC GENERAL SUPPORT 5,000
    PROJECT VERITAS
    1214 W BOSTON POST ROAD NO 148
    MAMARONECK,NY10543     		NONE PC GENERAL SUPPORT 30,000
    PROJECT VERITAS
    1214 W BOSTON POST ROAD NO 148
    MAMARONECK,NY10543     		NONE PC GENERAL SUPPORT 10,000
    PROJECT VERITAS
    1214 W BOSTON POST ROAD NO 148
    MAMARONECK,NY10543     		NONE PC GENERAL SUPPORT 125,000
    PROJECT VERITAS
    1214 W BOSTON POST ROAD NO 148
    MAMARONECK,NY10543     		NONE PC GENERAL SUPPORT 60,000
    PROJECT VERITAS
    1214 W BOSTON POST ROAD NO 148
    MAMARONECK,NY10543     		NONE PC GENERAL SUPPORT 100,000
    PROPUBLICA
    155 AVENUE OF THE AMERICAS 13TH FL
    NEW YORK,CA10013     		NONE PC GENERAL SUPPORT 10,000
    PROVIDENCE SCHOOL
    3225 CALLE PINON
    SANTA BARBARA,CA93105     		NONE PC GENERAL SUPPORT 25,000
    ORCAS FAMILY CONNECTION
    PO BOX 1925
    EASTSOUND,WA982451925     		NONE PC GENERAL SUPPORT 1,000
    RESOLVE INCORPORATED
    7918 JONES BRANCH DRIVE SUITE 300
    MCLEAN,VA22102     		NONE PC GENERAL SUPPORT 5,000
    ROGUE RETREAT
    711 E MAIN ST 25
    MEDFORD,CA97504     		NONE PC GENERAL SUPPORT 20,000
    SAGE TRAIL ALLIANCE
    PO BOX 4003
    SANTA BARBARA,CA93140     		NONE PC GENERAL SUPPORT 45,000
    SAN FRANCISCO 49ERS ACADEMY
    2695 FORDHAM STREET
    EAST PALO ALTO,CA94303     		NONE PC GENERAL SUPPORT 70,000
    SAN FRANCISCO FILM SOCIETY
    39 MESA STREET SUITE 110
    SAN FRANCISCO,CA941291025     		NONE PC GENERAL SUPPORT 5,000
    SAN MARINO COMMUNITY CHURCH NURSERY
    SCHOOL
    1750 VIRGINIA ROAD
    SAN MARINO,CA91108     		NONE PC GENERAL SUPPORT 5,000
    SAN MARINO NATIONAL LITTLE LEAGUE
    2275 HUNTINGTON DRIVE
    SAN MARINO,CA91108     		NONE PC GENERAL SUPPORT 5,000
    SANCTUARY ONE AT DOUBLE OAK FARM
    13195 UPPER APPLEGATE ROAD
    JACKSONVILLE,OR97530     		NONE PC GENERAL SUPPORT 2,500
    SANSUM CLINIC
    PO BOX 1200
    SANTA BARBARA,CA931021200     		NONE PC GENERAL SUPPORT 4,000
    SANTA BARBARA ATHLETIC ROUND TABLE
    PO BOX 3813
    SANTA BARBARA,CA931303813     		NONE PC GENERAL SUPPORT 10,000
    SANTA BARBARA BOWL FOUNDATION
    1122 N MILPAS
    SANTA BARBARA,CA93103     		NONE PC GENERAL SUPPORT 10,000
    SANTA BARBARA COTTAGE HOSPITAL
    FOUNDATION
    PO BOX 689
    SANTA BARBARA,CA931020689     		NONE PC GENERAL SUPPORT 25,000
    SANTA BARBARA INTERNATIONAL FILM
    FESTIVAL
    1528 CHAPALA STREET SUITE 203
    SANTA BARBARA,CA93101     		NONE PC GENERAL SUPPORT 5,000
    SANTA BARBARA MUSEUM OF NATURAL HISTORY
    2559 PUESTA DEL SOL
    SANTA BARBARA,CA93105     		NONE PC GENERAL SUPPORT 10,000
    SANTA BARBARA YOUTH SAILING FOUNDATION
    130 HARBOR WAY
    SANTA BARBARA,CA93109     		NONE PC GENERAL SUPPORT 8,000
    SANTA BARBARA ZOO
    500 NINOS DRIVE
    SANTA BARBARA,CA93103     		NONE PC GENERAL SUPPORT 5,000
    SCHOLARSHIP FOUNDATION OF SANTA BARBARA
    2253 LAS POSITAS RD
    SANTA BARBARA,CA93105     		NONE PC GENERAL SUPPORT 15,000
    SCIENCEWORKS
    1500 E MAIN STREET
    ASHLAND,OR97520     		NONE PC GENERAL SUPPORT 5,000
    SIEGEL RARE NEUROIMMUNE ASSOCIATION
    PO BOX 826962
    PHILADELPHIA,PA191826962     		NONE PC GENERAL SUPPORT 5,000
    SLOW FOOD IN THE TETONS
    PO BOX 7290
    JACKSON,WY83002     		NONE PC GENERAL SUPPORT 5,000
    COMMUNITY FOUNDATION OF JACKSON HOLE
    PO BOX 7290
    JACKSON,WY83002     		NONE PC GENERAL SUPPORT 20,000
    SOLVE OREGON
    2000 SW 1ST AVE STE 400
    PORTLAND,OR97201     		NONE PC GENERAL SUPPORT 2,500
    SOUTHERN CALIFORNIA CHILDREN'S MUSEUM
    PO BOX 3151
    SOUTH PASADENA,CA91031     		NONE PC GENERAL SUPPORT 5,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVENUE
    MONTGOMERY,AL36104     		NONE PC GENERAL SUPPORT 20,000
    ST LUKE'S WOOD RIVER FOUNDATION INC
    PO BOX 7005
    KETCHUM,ID83340     		NONE PC GENERAL SUPPORT 10,000
    ST PHILIP APOSTLE SCHOOL
    1363 CORDOVA STREET
    PASADENA,CA91106     		NONE PC GENERAL SUPPORT 25,000
    ST PHILIP APOSTLE SCHOOL
    1363 CORDOVA STREET
    PASADENA,CA91106     		NONE PC GENERAL SUPPORT 10,000
    STEWARDS OF THE SEQUOIA
    PO BOX 1246
    WOFFORD HEIGHTS,CA93285     		NONE PC GENERAL SUPPORT 5,000
    SUN VALLEY PERFORMING ARTS CENTER
    PO BOX 4921
    KETCHUM,ID833404921     		NONE PC GENERAL SUPPORT 20,000
    SUNDANCE INSTITUTE
    5900 WILSHIRE BLVD 8TH FL
    LOS ANGELES,CA90026     		NONE PC GENERAL SUPPORT 5,000
    TALENT MAKER CITY
    304 E MAIN ST
    TALENT,OR975400000     		NONE PC GENERAL SUPPORT 10,000
    EMORY UNIVERSITY
    CONTEMPLATIVE SCIENCE COMPASSION
    ATLANTA,GA30322     		NONE GROUP GENERAL SUPPORT 1,000
    THE SAMBURU PROJECT
    8800 VENICE BOULEVARD SUITE 208
    LOS ANGELES,CA90034     		NONE PC GENERAL SUPPORT 10,000
    TIBETAN ASSOCIATION OF COLORADO
    PO BOX 19828
    BOULDER,CO80308     		NONE PC GENERAL SUPPORT 2,500
    TRAUMA HEALING PROJECT
    1100 CHARNELTON STREET
    EUGENE,OR97402     		NONE PC GENERAL SUPPORT 2,500
    TURNING POINT USA
    217 1/2 ILLINOIS STREET
    LEMONT,IL60439     		NONE PC GENERAL SUPPORT 20,000
    UNION OF CONCERNED SCIENTISTS
    2 BRATTLE SQUARE
    CAMBRIDGE,CA021383780     		NONE PC GENERAL SUPPORT 5,000
    UNITED WAY OF JACKSON COUNTY
    60 HAWTHORNE ST
    MEDFORD,OR975047114     		NONE PC GENERAL SUPPORT 25,000
    HERMAN OSTROW SCHOOL OF DENTISTRY OF USC
    925 WEST 34TH STREET DEN 202
    LOS ANGELES,CA900890641     		NONE PC GENERAL SUPPORT 41,000
    HERMAN OSTROW SCHOOL OF DENTISTRY OF USC
    925 WEST 34TH STREET DEN 202
    LOS ANGELES,CA900890641     		NONE PC GENERAL SUPPORT 50,000
    USC KECK SCHOOL OF MEDICINE
    1975 ZONAL AVENUE KAM B-39
    LOS ANGELES,CA90033     		NONE PC GENERAL SUPPORT 25,000
    USC KECK SCHOOL OF MEDICINE
    1975 ZONAL AVENUE KAM B-39
    LOS ANGELES,CA90033     		NONE PC GENERAL SUPPORT 50,000
    WALK WITH SALLY
    840 APOLLO ST STE 324
    EL SEGUNDO,CA902454776     		NONE PC GENERAL SUPPORT 10,000
    WHITE BUFFALO LAND TRUST
    PO BOX 22
    SUMMERLAND,CA93067     		NONE POF GENERAL SUPPORT 25,000
    ZOOLOGICAL SOCIETY OF SAN DIEGO
    DEVELOPMENT OFFICE PO BOX 120551
    SAN DIEGO,CA921120551     		NONE PC GENERAL SUPPORT 20,000
    Total .................................bullet 3a 2,709,500
    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 1,201,525  
    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 2,707,529  
    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)..   3,909,054  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,909,054
    (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.)
    11 0
    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 ExplnOfNonFilingWithAGStmt
    Name:
    GARDNER GROUT FOUNDATION
    EIN:
    95-7106955
    Statement:
    Not applicable for a corporate trustee

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    GARDNER GROUT FOUNDATION
    EIN:
    95-7106955
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 14,085,678 28,520,920

    TY 2020 InvestmentsOtherSchedule2
    Name:
    GARDNER GROUT FOUNDATION
    EIN:
    95-7106955
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS AT COST 28,773,603 33,648,065

    TY 2020 OtherDecreasesSchedule
    Name:
    GARDNER GROUT FOUNDATION
    EIN:
    95-7106955
    Description Amount
    ACCRUED INCOME 19,059
    CY ROC 5,353
    COST BASIS ADJUSTMENT 8,696


    TY 2020 OtherExpensesSchedule
    Name:
    GARDNER GROUT FOUNDATION
    EIN:
    95-7106955
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 868 868   0
    STATE AND LOCAL TAXES 10 0   10
    RETREAT EXPENSES 23,050 0   23,050


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    GARDNER GROUT FOUNDATION
    EIN:
    95-7106955
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 185,807 185,807    


    TY 2020 TaxesSchedule
    Name:
    GARDNER GROUT FOUNDATION
    EIN:
    95-7106955
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATE PAYMENTS 37,823 0   0
    FOREIGN TAXES PAID 1,406 1,406   0
    FOREIGN TAXES PAID QUALIFIED 8,247 8,247   0