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 CHARLES AND ELSIE GOLS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2 CONTRA WAY MZ FPTCTAX
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MERRIMACK, NH03054
A Employer identification number

65-1045339
B Telephone number (see instructions)

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$5,767,624J 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) 4,594,978
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 114,364 53,387  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 131,158
b Gross sales price for all assets on line 6a 3,349,271
7 Capital gain net income (from Part IV, line 2)... 131,158
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........ 4,840,500 184,545  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 46,292 46,292   4,334
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 14,075 14,075 0 14,075
b Accounting fees (attach schedule)....... Click to see attachment 790 790 0 790
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 274 154   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 212 212   204
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 61,643 61,523 0 19,403
25 Contributions, gifts, grants paid....... 191,250 191,250
26 Total expenses and disbursements. Add lines 24 and 25 252,893 61,523 0 210,653
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,587,607
b Net investment income (if negative, enter -0-) 123,022
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......... 184,556 157,640 157,640
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)....... 68,927 Click to see attachment2,780,267 3,302,993
c Investments—corporate bonds (attach schedule)....... 279,962 Click to see attachment2,194,024 2,306,991
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 10,879   0
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) 544,324 5,131,931 5,767,624
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........ 544,324 5,131,931
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)..... 544,324 5,131,931
30 Total liabilities and net assets/fund balances (see instructions). 544,324 5,131,931
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
544,324
2
Enter amount from Part I, line 27a .....................
2
4,587,607
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,131,931
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,131,931
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 520. BLACKROCK INVT QUALITY MUN TR COM   2019-10-04 2020-01-16
b 561. BLACKROCK INVT QUALITY MUN TR COM   2018-12-18 2020-01-16
c 103. BLACKROCK MUN INCOME TR SH BEN INT   2019-06-26 2020-01-16
d 680. BLACKROCK MUN INCOME TR SH BEN INT   2018-11-26 2020-01-16
e 1218. BLACKROCK LONG-TERM MUNI ADVNT COM   2018-11-26 2020-01-16
40. BLACKROCK MUNICIPAL INCOME INVESTMENT   2019-01-30 2020-01-16
722. BLACKROCK MUNICIPAL INCOME INVESTMENT   2018-11-26 2020-01-16
47. BLACKROCK MUNI INTER DURATION FD   2019-02-04 2020-01-16
1506. BLACKROCK MUNI INTER DURATION FD   2018-11-26 2020-01-16
45. BLACKROCK MUNIYIELD QUALITY FD II INC   2019-01-30 2020-01-16
1238. BLACKROCK MUNIYIELD QUALITY FD II INC   2018-11-26 2020-01-16
655. DTF TAX-FREE INCOME INC COM   2018-11-26 2020-01-16
882. EATON VANCE MUNICIPAL INCOME   2018-11-26 2020-01-16
145. FIRST TR DYNAMIC EUROPE EQT FD COM   2018-01-19 2020-01-16
769. MAINSTAY MACKAY DEFINDTRM MUNI COM   2018-11-26 2020-01-16
174. NUVEEN SELECT TAX FREE INCOME PORT SBI   2018-11-26 2020-01-16
276. NUVEEN MUN CR OPPORTUNITIES FD COM   2019-11-12 2020-01-16
413. NUVEEN MUN HIGH INCOME OPP FD COM   2019-01-11 2020-01-16
871. NUVEEN MUN HIGH INCOME OPP FD COM   2019-11-07 2020-01-16
868. NUVEEN MUN 2021 TARGET TERM FD COM   2018-11-26 2020-01-16
1100. NUVEEN ENHANCED MUN VALUE FD COM   2018-11-26 2020-01-16
124. NUVEEN ENHANCED MUN VALUE FD COM   2019-04-18 2020-01-16
198. VANECK VECTORS ETF TR HIGH YLD MUN ETF   2018-11-26 2020-01-16
19. VANECK VECTORS ETF TR HIGH YLD MUN ETF   2019-08-29 2020-01-16
532. WESTERN ASSET MUN HIGH INCOME FD INC   2019-01-15 2020-01-16
1056. WESTERN ASST MN PRT FD INC COM   2018-11-26 2020-01-16
949. AES CORP COM   2018-11-26 2020-01-17
413. AES CORP COM   2019-06-07 2020-01-17
500. AT&T INC   2017-04-21 2020-01-17
170. BCE INC COM   2019-08-29 2020-01-17
258. BCE INC COM   2018-11-26 2020-01-17
697. BLACKROCK MUN INCOME TR II   2018-11-26 2020-01-17
523. BLACKROCK FLA MUN 2020 TERM TR COM SHS   2018-12-13 2020-01-17
259. BLACKROCK FLA MUN 2020 TERM TR COM SHS   2019-08-15 2020-01-17
319. BLACKROCK MUNIHOLDINGS QUALITY   2018-11-26 2020-01-17
358. BLACKROCK MUNIHOLDINGS QUALITY   2019-12-16 2020-01-17
1589. BLACKROCK MUNIYIELD QLTY FD 3 COM   2018-11-26 2020-01-17
49. BLACKROCK MUNIYIELD QLTY FD 3 COM   2019-02-04 2020-01-17
648. BLACKROCK MUNIYIELD QUALITY FD INC COM   2019-06-10 2020-01-17
894. BLACKROCK MUNIHOLDINGS   2018-12-11 2020-01-17
330. BLACKROCK ENHANCED CAP & INCOME FD INC   2017-06-27 2020-01-17
1036. BLACKROCK MUNICIPAL 2030 TARGET TERM   2018-11-26 2020-01-17
2000. BLACKSTONE GROUP INC COM CL A   2018-11-26 2020-01-17
1007. BRIXMOR PROPERTY GROUP INC   2019-11-25 2020-01-17
76. BROADCOM INC COM   2018-11-26 2020-01-17
490. CITIZENS FINL GROUP INC COM   2019-01-15 2020-01-17
168. CITIZENS FINL GROUP INC COM   2019-05-10 2020-01-17
152. CROWN CASTLE INTL CORP NEW COM   2018-11-26 2020-01-17
126. CUMMINS ENGINE CO INC COM   2019-03-13 2020-01-17
377. DELTA AIR LINES INC   2019-12-17 2020-01-17
880. EATON VANCE MUN INCOME TR SH BEN INT   2019-11-01 2020-01-17
543. ENBRIDGE INC COM ISIN #CA29250N1050   2019-01-07 2020-01-17
304. FIDELITY NATIONAL FINANCIAL FNF GROUP   2019-03-27 2020-01-17
280. FIDELITY NATIONAL FINANCIAL FNF GROUP   2018-11-26 2020-01-17
406. GILEAD SCIENCES INC COMMON STOCK   2019-06-07 2020-01-17
1313. HUNTINGTON BANCSHARES INC COMMON STOCK   2019-01-15 2020-01-17
950. INVESCO MUN TR COM   2018-11-26 2020-01-17
1209. INVESCO TR INVT GRADE MUNS COM   2018-11-26 2020-01-17
211. INVESCO PAVALUE MUN INCOME TR COM   2018-11-26 2020-01-17
217. INVESCO PAVALUE MUN INCOME TR COM   2019-06-24 2020-01-17
1254. INVESCO QUALITY MUN INCOME TR COM   2018-11-26 2020-01-17
275. INVESCO QUALITY MUN INCOME TR COM   2019-07-02 2020-01-17
500. KIMBERLY CLARK CORP COM   2018-11-26 2020-01-17
699. KIMCO REALTY CORP COM USD0.01   2019-08-15 2020-01-17
131. LAMAR ADVERTISING CO COM USD0.001 CL A   2019-01-15 2020-01-17
414. MAGNA INTL INC CL A   2019-03-28 2020-01-17
1500. MAIN STREET CAPITAL CORP COM   2018-11-26 2020-01-17
1000. NEXTERA ENERGY PARTNERS LP COM UNIT   2018-11-26 2020-01-17
766. NUVEEN AMT FREE QLTY MUN INCME COM   2018-11-26 2020-01-17
805. NUVEEN AMT FREE QLTY MUN INCME COM   2019-08-28 2020-01-17
1006. NUVEEN QUALITY MUNCP INCOME FD COM   2019-10-15 2020-01-17
751. NUVEEN QUALITY MUNCP INCOME FD COM   2018-11-26 2020-01-17
818. NUVEEN INTER DURATION MUN TERM FD   2018-11-26 2020-01-17
409. NUVEEN INTER DURATION QUALITY MUN   2018-11-26 2020-01-17
297. NUVEEN S&P 500 BUY-WRITE INC COM   2017-06-27 2020-01-17
1043. NUVEEN MUNICIPAL CREDIT INC FD COM SH   2018-11-26 2020-01-17
75. NUVEEN MUNICIPAL CREDIT INC FD COM SH   2019-05-06 2020-01-17
1396. NUVEEN AMT FREE MUN CR INC FD COM   2019-01-07 2020-01-17
250. NUVEEN DOW 30 DYNAMIC OVERWRITE FD   2017-06-27 2020-01-17
2088. NUVEEN MUN VALUE FD   2018-11-26 2020-01-17
267. OCCIDENTAL PETE CORP   2018-11-26 2020-01-17
552. OLD REPUBLIC INTL CORP COM   2019-01-15 2020-01-17
386. PFIZER INC   2018-11-26 2020-01-17
250. RAYTHEON CO COM NEW   2016-05-31 2020-01-17
795. REGION FINL CORP NEW   2019-01-15 2020-01-17
560. SABRE CORP COM   2019-01-15 2020-01-17
405. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR   2018-11-26 2020-01-17
218. TARGET CORP   2019-02-14 2020-01-17
176. TEXAS INSTRUMENTS INC COM   2019-01-15 2020-01-17
247. TOTAL FINA SA ADR SPONS   2019-01-15 2020-01-17
165. TOTAL FINA SA ADR SPONS   2019-03-14 2020-01-17
427. VERIZON COMMUNICATIONS COM   2018-11-26 2020-01-17
313. WESTERN ASSET MUN DEF OPP TR COM   2018-11-26 2020-01-17
864. WESTERN ASSET INTM MUNI FD INC COM   2018-11-26 2020-01-17
148. WHIRLPOOL CORP   2019-05-13 2020-01-17
389. COCA-COLA EUROPEAN PARTNERS PLC COM   2018-11-26 2020-01-17
241. EATON CORP PLC COM   2019-01-15 2020-01-17
255. LYONDELLBASELL INDUSTRIES N V COM   2019-01-15 2020-01-17
50000. INDIANA FIN AUTH HOSP REV REV BDS   2018-11-26 2020-01-21
50000. MIAMI-DADE CNTY FLA AVIATION REV   2018-11-26 2020-01-21
100000. PENNSYLVANIA ST HIGHER EDL FACS AUTH   2018-11-26 2020-01-21
50000. PENNSYLVANIA ST HIGHER EDL FACS AUTH   2018-11-26 2020-01-21
150000. REGIONAL TRANSN DIST COLO CTFS PARTN COPS   2018-11-26 2020-01-21
50000. LEHIGH CNTY PA AUTH WTR &SWR REV REV BDS   2018-11-26 2020-01-27
35. BOOKING HOLDINGS INC COM   2020-01-17 2020-02-26
725. CVS CORPORATION   2020-01-17 2020-02-26
3925. CABOT OIL & GAS CORP   2020-01-17 2020-02-27
531. CISCO SYSTEMS INC   2020-01-17 2020-02-27
1419. CISCO SYSTEMS INC   2018-12-17 2020-02-27
15000. CENTERPOINT ENERGY INC BOND PERPETUAL   2020-03-02 2020-03-10
600. MORGAN STANLEY NONCM DEP PFD K   2020-01-31 2020-03-10
230. BOEING CO   2020-03-10 2020-03-18
150. CINTAS CORP COM   2020-01-17 2020-04-02
475. EOG RES INC COM   2020-01-17 2020-04-06
. RAYTHEON TECHNOLOGIES CORP   2018-11-26 2020-04-06
275. ZIMMER HLDGS INC COM   2020-01-17 2020-04-06
255. ALIBABA GROUP HOLDING LTD SPON ADS   2020-04-01 2020-05-28
500. PNC FINL SVCS GROUP INC DEPOSITARY SHS P   2020-03-26 2020-05-28
35000. FLORIDA ST BRD ED PUB ED CAP OUTLAY GO   2018-11-26 2020-06-01
45000. TULSA OKLA ARPTS IMPT TR GENL REV GEN   2018-11-26 2020-06-01
700. GOLDMAN SACHS GROUP INC   2020-02-04 2020-06-02
250. MCDONALDS CORP   2020-01-17 2020-06-29
300. CHURCH & DWIGHT CO.   2020-01-17 2020-07-13
425. MEDTRONIC PLC   2020-01-17 2020-07-14
225. CHURCH & DWIGHT CO.   2020-01-17 2020-08-06
425. MEDTRONIC PLC   2020-03-02 2020-08-06
50. INTUIT INC COM   2020-01-17 2020-08-13
225. WAL-MART STORES INC   2020-06-11 2020-08-27
325. WAL-MART STORES INC   2020-06-11 2020-09-03
575. CIGNA CORP NEW COM   2020-08-21 2020-09-04
18. II-VI INC COM   2020-08-24 2020-09-15
125. CIENA CORP   2020-09-17 2020-09-21
93. II-VI INC COM   2020-09-08 2020-09-21
2. BEYOND MEAT INC COM   2020-08-24 2020-10-01
10000. COCOA FLA WTR &SWR REV REF REV BDS SER.   2018-11-26 2020-10-01
1. DEXCOM INC   2020-08-24 2020-10-01
7. EDWARDS LIFESCIENCES CORP COM   2020-08-24 2020-10-01
2. IDEXX LABORATORIES INC COM USD0.10   2020-08-24 2020-10-01
1. NVIDIA CORP   2020-08-24 2020-10-01
13. SILK RD MED INC COM   2020-08-24 2020-10-01
2. ASML HOLDING NV EUR0.09 NY REGISTRY   2020-08-24 2020-10-01
600. ALLSTATE CORP 5.10000% 01/15/2053   2020-03-30 2020-10-06
11000. METLIFE INC BOND PERPETUAL   2020-03-16 2020-10-13
14. BEYOND MEAT INC COM   2020-09-03 2020-10-21
2. DOCUSIGN INC COM   2020-08-24 2020-10-30
2. EDWARDS LIFESCIENCES CORP COM   2020-08-24 2020-10-30
2. ETSY INC COM   2020-08-24 2020-10-30
1525. OMNICOM GROUP   2020-08-21 2020-11-12
1350. PHILLIPS 66 COM   2020-08-28 2020-11-12
300. ACCENTURE PLC   2020-04-16 2020-11-12
80. TAX EXEMPT SECS TR UNIT SER NATL TR   2000-09-15 2020-11-16
3. DOCUSIGN INC COM   2020-09-03 2020-11-18
8. SILK RD MED INC COM   2020-09-17 2020-11-18
3. UNIVERSAL DISPLAY CORP   2020-08-24 2020-11-18
444. FLYING EAGLE ACQUISITION CORP COM   2020-09-21 2020-11-19
75000. BEAVERCREEK OHIO CITY SCH DIST GO   2018-11-26 2020-12-01
50000. MARSHFIELD WIS ELEC REV ELEC REV BDS   2018-11-26 2020-12-01
7. CHEWY INC CL A   2020-08-24 2020-12-09
2. COUPA SOFTWARE INC COM   2020-08-24 2020-12-09
3. DOCUSIGN INC COM   2020-08-24 2020-12-09
4. ETSY INC COM   2020-08-24 2020-12-09
3. UNIVERSAL DISPLAY CORP   2020-08-24 2020-12-15
3. ZENDESK INC COM USD0.01   2020-08-24 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    
(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 8,205   7,922 283
b 8,851   7,337 1,514
c 1,485   1,425 60
d 9,805   8,252 1,553
e 15,742   13,148 2,594
577   532 45
10,414   9,220 1,194
685   616 69
21,939   18,787 3,152
595   533 62
16,371   14,104 2,267
9,870   8,178 1,692
18,963   16,480 2,483
2,216   2,994 -778
16,712   14,884 1,828
2,918   2,417 501
4,284   4,202 82
5,936   4,972 964
12,520   11,521 999
8,467   8,114 353
16,641   14,086 2,555
1,876   1,714 162
12,831   10,013 2,818
1,231   1,232 -1
4,074   3,767 307
16,313   14,248 2,065
19,402   14,458 4,944
8,443   7,046 1,397
19,152   20,354 -1,202
8,069   8,027 42
12,246   11,034 1,212
10,823   8,932 1,891
7,538   7,342 196
3,733   3,716 17
4,088   3,600 488
4,587   4,514 73
21,887   18,679 3,208
675   609 66
9,894   9,125 769
12,171   10,862 1,309
5,774   4,723 1,051
25,261   20,730 4,531
121,410   68,178 53,232
20,940   19,340 1,600
23,279   17,852 5,427
19,984   16,028 3,956
6,852   6,014 838
22,072   16,454 5,618
21,838   19,895 1,943
23,402   22,166 1,236
11,400   10,696 704
22,026   17,740 4,286
14,356   11,403 2,953
13,223   9,220 4,003
25,506   26,474 -968
19,214   19,256 -42
11,988   10,465 1,523
15,722   13,699 2,023
2,804   2,425 379
2,884   2,720 164
16,025   13,894 2,131
3,514   3,417 97
72,240   56,193 16,047
14,214   12,945 1,269
12,059   9,637 2,422
22,662   20,365 2,297
66,642   57,338 9,304
55,703   44,868 10,835
11,064   9,292 1,772
11,627   11,412 215
14,853   14,187 666
11,088   9,252 1,836
11,312   10,000 1,312
5,733   4,982 751
4,058   3,976 82
17,005   13,869 3,136
1,223   1,158 65
23,445   19,127 4,318
4,494   3,955 539
22,431   19,095 3,336
12,270   18,906 -6,636
12,643   11,964 679
15,615   16,668 -1,053
57,929   32,883 25,046
12,946   12,840 106
12,921   13,907 -986
23,635   14,855 8,780
25,430   15,709 9,721
23,115   16,919 6,196
13,329   13,529 -200
8,904   9,642 -738
25,647   25,152 495
6,675   6,230 445
8,196   7,137 1,059
22,651   20,173 2,478
20,824   18,978 1,846
23,032   18,045 4,987
23,276   23,356 -80
53,744   51,265 2,479
51,238   50,875 363
107,986   104,637 3,349
50,570   50,406 164
152,185   151,558 627
56,193   53,279 2,914
59,426   71,924 -12,498
46,377   55,054 -8,677
54,669   66,163 -11,494
22,120   25,995 -3,875
59,112   64,178 -5,066
14,639   15,700 -1,061
15,621   17,250 -1,629
23,048   58,527 -35,479
24,104   42,695 -18,591
18,587   40,285 -21,698
23   30 -7
26,928   41,023 -14,095
50,971   51,245 -274
13,194   12,484 710
35,000   35,000  
45,000   45,000  
15,190   16,261 -1,071
45,531   53,093 -7,562
24,859   21,591 3,268
39,405   50,567 -11,162
21,409   16,193 5,216
41,165   44,927 -3,762
15,469   13,976 1,493
30,784   27,272 3,512
47,315   39,393 7,922
103,146   106,110 -2,964
710   769 -59
5,064   5,864 -800
3,472   3,757 -285
333   250 83
10,000   10,596 -596
409   419 -10
549   549  
784   759 25
537   508 29
854   711 143
755   755  
15,732   14,698 1,034
11,000   9,907 1,093
2,493   1,783 710
416   410 6
145   157 -12
262   262  
86,284   87,558 -1,274
76,529   89,214 -12,685
71,363   50,627 20,736
8,518   10,879 -2,361
629   701 -72
480   540 -60
642   542 100
6,138   5,574 564
75,000   74,290 710
50,000   50,000  
570   400 170
616   596 20
685   615 70
668   525 143
712   542 170
414   259 155
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
      25
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       283
b       1,514
c       60
d       1,553
e       2,594
      45
      1,194
      69
      3,152
      62
      2,267
      1,692
      2,483
      -778
      1,828
      501
      82
      964
      999
      353
      2,555
      162
      2,818
      -1
      307
      2,065
      4,944
      1,397
      -1,202
      42
      1,212
      1,891
      196
      17
      488
      73
      3,208
      66
      769
      1,309
      1,051
      4,531
      53,232
      1,600
      5,427
      3,956
      838
      5,618
      1,943
      1,236
      704
      4,286
      2,953
      4,003
      -968
      -42
      1,523
      2,023
      379
      164
      2,131
      97
      16,047
      1,269
      2,422
      2,297
      9,304
      10,835
      1,772
      215
      666
      1,836
      1,312
      751
      82
      3,136
      65
      4,318
      539
      3,336
      -6,636
      679
      -1,053
      25,046
      106
      -986
      8,780
      9,721
      6,196
      -200
      -738
      495
      445
      1,059
      2,478
      1,846
      4,987
      -80
      2,479
      363
      3,349
      164
      627
      2,914
      -12,498
      -8,677
      -11,494
      -3,875
      -5,066
      -1,061
      -1,629
      -35,479
      -18,591
      -21,698
      -7
      -14,095
      -274
      710
       
       
      -1,071
      -7,562
      3,268
      -11,162
      5,216
      -3,762
      1,493
      3,512
      7,922
      -2,964
      -59
      -800
      -285
      83
      -596
      -10
       
      25
      29
      143
       
      1,034
      1,093
      710
      6
      -12
       
      -1,274
      -12,685
      20,736
      -2,361
      -72
      -60
      100
      564
      710
       
      170
      20
      70
      143
      170
      155
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 131,158
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 1,710
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 1,710
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 1,710
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 60
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 60
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 9
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,659
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    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. Click to see attachment...............................
    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 ofbulletJames A Ballerano Jr Telephone no.bullet

    Located atbullet225 NE MIZNER BLVD SUITE 350BOCA RATONFL ZIP+4bullet33432
    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
    FIDELITY PERSONAL TRUST COMPANY FS
    B     		INSTITUTIONAL TRUSTEE
    0     		46,292    
    2 CONTRA WAY MZ FPTCTAX
    MERRIMACK,NH03054
    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
    4,623,552
    b
    Average of monthly cash balances.......................
    1b
    264,631
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,888,183
    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
    4,888,183
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    73,323
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,814,860
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    240,743
    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
    240,743
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,710
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,710
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    239,033
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    239,033
    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
    239,033
    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
    210,653
    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
    210,653
    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
    210,653
    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 7 239,033
    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...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 21,944
    fTotal of lines 3a through e........ 21,944
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 210,653
    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..... 210,653
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 21,944 21,944
    (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 ..........     		6,436
    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
    SALVATION ARMY NATIONAL C
    C/O DR FRANK MARANGOS
    2122 PALM BEACH LAKES BLVD
    WEST PALM BCH,FL334096602     		NONE EXEMPT GENERAL SUPPORT 2,500
    COMM FDN FOR PALM BCH & M
    700 S DIXIE HWY STE 200
    WEST PALM BCH,FL334015854     		NONE EXEMPT GENERAL SUPPORT 141,000
    BIG DOG RANCH RESCUE INC
    C/O ROBIN FRIEDMAN EXE DIRECT
    14444 OKEECHOBEE BLVD
    LXHTCHEE GRVS,FL33470     		NONE EXEMPT GENERAL SUPPORT 15,000
    BEST FOOT FORWARD FOUNDAT
    C/O DONNA BIASE CO-FOUNDER
    9080 KIMBERLY BLVD STE 10
    BOCA RATON,FL334342862     		NONE EXEMPT GENERAL SUPPORT 1,000
    PAWS 4 LIBERTY
    C/O HEIDI SPIRAZZA EXE DIRECTO
    8939 PALOMINO DR
    LAKE WORTH,FL334671120     		NONE EXEMPT GENERAL SUPPORT 15,000
    HELP OUR WOUNDED FOUNDATI
    C/O SARAH CRANE EXEC DIRECTOR
    1030 WALLACE DR SUITE C
    DELRAY BEACH,FL33444     		NONE EXEMPT GENERAL SUPPORT 13,700
    PLACE OF HOPE INC
    C/O CHARLES L BENDER III
    9078 ISAIAH LN
    WEST PALM BCH,FL33418     		NONE EXEMPT GENERAL SUPPORT 2,000
    IMPACT 100 PALM BEACH COUNTY INC
    261 NW 13TH ST
    BOCA RATON,FL334321402     		NONE EXEMPT GENERAL SUPPORT 1,050
    Total .................................bullet 3a 191,250
    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....     14 114,364  
    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 ............     		    18 131,158  
    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)..   245,522  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    245,522
    (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
    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 CHARLES AND ELSIE GOLS FOUNDATION
     
    Employer identification number

    65-1045339
    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 CHARLES AND ELSIE GOLS FOUNDATION
          		Employer identification number
    65-1045339
    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
    JAMES A BALLERANO JR
    C/O Day Pitney LLP
    225 NE Mizner Boulevard Suite 250
    Boca Raton, FL33432

    		$ 4,936,614


    (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.)
    (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 CHARLES AND ELSIE GOLS FOUNDATION
          		Employer identification number

    65-1045339
    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
    		 SECURITIES TRANSFERRED INTO TRUST DURING JANUARY $ 4,014,704 2020-01-06
    (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 CHARLES AND ELSIE GOLS FOUNDATION
          		Employer identification number

    65-1045339
    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 CHARLES AND ELSIE GOLS FOUNDATION
    EIN:
    65-1045339
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 790 790   790

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE CHARLES AND ELSIE GOLS FOUNDATION
    EIN:
    65-1045339
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BOND HOLDINGS 2,194,024 2,306,991

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE CHARLES AND ELSIE GOLS FOUNDATION
    EIN:
    65-1045339
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCK HOLDINGS 2,780,267 3,302,993

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE CHARLES AND ELSIE GOLS FOUNDATION
    EIN:
    65-1045339
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    TAX EXEMPT SECS TR UNIT SER NA      

    TY 2020 LegalFeesSchedule
    Name:
    THE CHARLES AND ELSIE GOLS FOUNDATION
    EIN:
    65-1045339
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 14,075 14,075   14,075


    TY 2020 OtherExpensesSchedule
    Name:
    THE CHARLES AND ELSIE GOLS FOUNDATION
    EIN:
    65-1045339
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ALLOCABLE EXPENSE-PRINCI 204 204   204
    OTHER EXPENSE (NON-DEDUCTIBLE 8 8   0


    TY 2020 SubstantialContributorsSch
    Name:
    THE CHARLES AND ELSIE GOLS FOUNDATION
    EIN:
    65-1045339
    Name Address
    JAMES A BALLERANO JR C/O Day Pitney LLP
    225 NE Mizner Boulevard Suite 250
    Boca Raton,FL33432


    TY 2020 TaxesSchedule
    Name:
    THE CHARLES AND ELSIE GOLS FOUNDATION
    EIN:
    65-1045339
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 153 153   0
    FEDERAL TAX PAYMENT - PRIOR YE 60 0   0
    FEDERAL ESTIMATES - PRINCIPAL 60 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1 1   0