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
SHADY MAPLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)129 TODDY DR PO BOX 157
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EAST EARL, PA17519
A Employer identification number

20-0903361
B Telephone number (see instructions)

(717) 354-4981
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$8,181,832J 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) 921,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 106,642 106,642  
4 Dividends and interest from securities... 70,192 70,192  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -53,515
b Gross sales price for all assets on line 6a 1,963,825
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -2,652 338  
12 Total. Add lines 1 through 11........ 1,041,667 177,172  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 7,210      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,015      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 25,074 25,066    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 38,299 25,066   0
25 Contributions, gifts, grants paid....... 373,805 373,805
26 Total expenses and disbursements. Add lines 24 and 25 412,104 25,066   373,805
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 629,563
b Net investment income (if negative, enter -0-) 152,106
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 3,958,970 4,238,175 4,238,175
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,305,855 Click to see attachment2,281,081 2,791,789
c Investments—corporate bonds (attach schedule)....... 1,483,773 Click to see attachment859,978 856,530
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 298,328 Click to see attachment295,338 295,338
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) 7,046,926 7,674,572 8,181,832
Liabilities 17 Accounts payable and accrued expenses..........   2,103
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) Click to see attachment4,020  
23 Total liabilities (add lines 17 through 22)......... 4,020 2,103
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 7,042,906 7,672,469
29 Total net assets or fund balances (see instructions)..... 7,042,906 7,672,469
30 Total liabilities and net assets/fund balances (see instructions). 7,046,926 7,674,572
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
7,042,906
2
Enter amount from Part I, line 27a .....................
2
629,563
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
7,672,469
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,672,469
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
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 2,114
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  
3 Add lines 1 and 2........................... 3 2,114
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,114
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,342
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,342
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 1,228
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,228 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMARVIN R WEAVER Telephone no.bullet (717) 354-4981

    Located atbullet129 TODDY DR PO BOX 157EAST EARLPA ZIP+4bullet17519
    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
     
     
    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
     
    No
    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
    MARVIN R WEAVER PRESIDENT
    000.00     		0 0 0
    1137 MAIN ST PO BOX 72
    BLUE BALL,PA17506
    MIRIAM M WEAVER 2ND VP
    000.00     		0 0 0
    1137 MAIN ST PO BOX 72
    BLUE BALL,PA17506
    PHILIP E WEAVER 1ST VP
    000.00     		0 0 0
    419 MEETINGHOUSE RD
    GAP,PA17527
    CURTIS R WEAVER SECRETARY
    000.00     		0 0 0
    1854 AGAPE COURT
    EAST EARL,PA17519
    LINFORD L WEAVER TREASURER
    000.00     		0 0 0
    1852 AGAPE COURT
    EAST EARL,PA17519
    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  
    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.............bullet  
    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 N/A  
    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
    3,357,282
    b
    Average of monthly cash balances.......................
    1b
    4,065,550
    c
    Fair market value of all other assets (see instructions)................
    1c
    296,833
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,719,665
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    7,719,665
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    115,795
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,603,870
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    380,194
    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
    380,194
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,114
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,114
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    378,080
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    378,080
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    378,080
    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
    373,805
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    373,805
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    373,805
    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 7 378,080
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 72
    e From 2019......  
    fTotal of lines 3a through e........ 72
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 373,805
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 373,805
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020. 72 72
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		4,203
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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).)
    MARVIN R MIRIAM M WEAVER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    BETTY WEAVER
    1324 MAIN ST PO BOX 157
    EAST EARL,PA17519
    (717) 354-4981
    BWEAVER@SHADY-MAPLE.COM
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER DESCRIBING THEIR PROGRAM AND FINANCIAL NEEDS.
    cAny submission deadlines:
    NO DEADLINES REQUIRED
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CONTRIBUTIONS LIMITED TO TAX EXEMPT NON-PROFIT ORGANIZATIONS, WHICH QUALIFY AS PUBLIC CHARITIES ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES.
    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
    AFRICA ASSOCIATION OF BIBLE SCHOOLS
    PO BOX 556
    NEW HOLLAND,PA17557     		    EDUCATIONAL 5,000
    BETHANY CHRISTIAN SERVICES
    1681 CROWN AVENUE SUITE
    LANCASTER,PA17601     		    CHARITABLE 5,000
    BLACK ROCK RETREAT
    1345 KIRKWOOD PIKE
    QUARRYVILLE,PA17566     		    CHARITABLE 5,000
    BLESSINGS OF HOPE
    500 BECKER ROAD
    LEOLA,PA17540     		    CHARITABLE 5,000
    BLUE BALL MENNONITE CHURCH
    PO BOX 401
    BLUE BALL,PA17506     		    CHARITABLE 5,000
    BREAKLOOSE INTERNATIONAL
    PO BOX 85230
    ROCHESTER,MI48308     		    CHARITABLE 5,000
    CAMP ANDREWS
    1226 SILVER SPRING ROAD
    HOLTWOOD,PA17532     		    CHARITABLE 5,000
    CAMP HEBRON
    957 CAMP HEBRON ROAD
    HALIFAX,PA17032     		    CHARITABLE 5,000
    CHRIST'S HOME
    3182 LINCOLN HWY EAST
    PARADISE,PA17562     		    CHARITABLE 5,000
    CLINIC FOR SPECIAL CHILDREN
    PO BOX 128
    STRASBURG,PA17579     		    CHARITABLE 5,000
    CONESTOGA CHRISTIAN SCHOOL
    2760 MAIN STREET
    MORGANTOWN,PA19543     		    EDUCATIONAL 10,000
    CROSSNET MINISTRIES
    PO BOX 154
    NEW HOLLAND,PA17557     		    CHARITABLE 15,000
    DYNAMIS WORLD MINISTRIES
    2384 NEW HOLLAND PIKE
    LANCASTER,PA17601     		    CHARITABLE 5,000
    EXCENTIA - S JUNE SMITH CENTER
    1810 ROHRESTOWN ROAD
    LANCASTER,PA17601     		    CHARITABLE 5,000
    FAIRMOUNT HOMES
    333 WHEAT RIDGE DRIVE
    EPHRATA TOWNSHIP,PA17522     		    CHARITABLE 5,000
    FAIRVIEW CHRISTIAN SCHOOL
    410 S 14TH STREET
    READING,PA19602     		    EDUCATIONAL 5,000
    FAITH BUILDERS EDUCATIONAL PROGRAMS
    28527 GUYS MILLS ROAD
    GUYS MILLS,PA16327     		    EDUCATIONAL 5,000
    FAITH FRIENDSHIP MINISTRIES INC
    128 W MAIN STREET
    MOUNTVILLE,PA17554     		    CHARITABLE 10,000
    FRIENDSHIP COMMUNITY
    1149 E OREGON RD
    LITITZ,PA17543     		    CHARITABLE 5,000
    GOD'S UNIVERSAL SERVICES
    PO BOX 331
    LEOLA,PA17540     		    CHARITABLE 5,000
    GOOD SAMARITAN SERVICES
    616 N LIME ST
    LANCASTER,PA17602     		    CHARITABLE 5,000
    GREEN MEADOW FARM
    1130 CREEK ROAD
    LEOLA,PA17540     		    CHARITABLE 5,000
    HARVEST FIELD MINISTRIES
    565 AIRPORT ROAD
    NEW HOLLAND,PA17557     		    CHARITABLE 3,500
    HERALDS OF HOPE
    PO BOX 3
    BREEZEWOOD,PA15533     		    CHARITABLE 5,000
    HOSPICE & COMMUNITY CARE
    685 GOOD DRIVE
    LANCASTER,PA17601     		    CHARITABLE 10,000
    INSTITUTE FOR GLOBAL OPPURTUNITIES
    PO BOX 116
    EPHRATA,PA17522     		    EDUCATIONAL 5,000
    JONI AND FRIENDS PA
    340 HIGHLAND DRIVE SUITE
    MOUNTVILLE,PA17554     		    CHARITABLE 5,000
    JUBILEE MINISTRIES
    235 S 12TH STREET
    LEBANON,PA17042     		    CHARITABLE 5,000
    LANCASTER BIBLE COLLEGE
    901 EDEN ROAD
    LANCASTER,PA17601     		    EDUCATIONAL 5,000
    LIGHTHOUSE VOCATIONAL SERVICES
    144 ORLAN ROAD
    NEW HOLLAND,PA17557     		    CHARITABLE 5,000
    LINVILLE HILL CHRISTIAN SCHOOL
    295 S KINZER ROAD
    PARADISE,PA17562     		    EDUCATIONAL 10,000
    MOM'S HOUSE OF LANCASTER
    PO BOX 787
    LANCASTER,PA176080787     		    CHARITABLE 5,000
    MOUNTAIN SPRING MENNONITE CHURCH
    338 BROAD STREET
    EAST EARL,PA17519     		    CHARITABLE 5,000
    NORTH STAR INITIATIVE
    PO BOX 315
    LITITZ,PA17543     		    CHARITABLE 5,000
    ORPHAN RESOURCES INTERNATIONAL
    152 HORSE HAPPY ROAD
    NEWMANSTOWN,PA17073     		    CHARITABLE 10,000
    PETRA CHURCH
    565 AIRPORT ROAD
    NEW HOLLAND,PA17557     		    CHARITABLE 22,000
    RESTART TRAINING CENTER MINISTRY
    PO BOX 153
    STRASBURG,PA17579     		    CHARITABLE 5,000
    REVELATIONS OF FREEDOM MINISTRIES
    PO BOX 291
    BLUE BALL,PA17506     		    CHARITABLE 26,000
    SHALOM MENNONITE SCHOOL
    1410 UNION GROVE ROAD
    TERRE HILL,PA17581     		    CHARITABLE 5,000
    STILL WATERS COUNSELING MINISTRIES
    2779 MAIN STREET
    MORGANTOWN,PA19543     		    CHARITABLE 5,000
    TABOR COMMUNITY SERVICES
    PO BOX 1676
    LANCASTER,PA176081676     		    CHARITABLE 5,000
    TEN MILLION FOR CHRIST
    655 WIDE HOLLOW ROAD
    EAST EARL,PA17519     		    CHARITABLE 5,000
    TERRE HILL MENNONITE SCHOOL
    1416 UNION GROVE ROAD
    TERRE HILL,PA17581     		    EDUCATIONAL 10,000
    THE FACTORY MINISTRIES
    3098 LINCOLN HIGHWAY EAST
    PARADISE,PA17562     		    CHARITABLE 5,000
    THE OPEN DOOR PROJECT
    72 S TULPEHOCKEN STREET
    PINE GROVE,PA17963     		    CHARITABLE 5,000
    THE VOICE OF THE MARTYRS
    1815 BISON ROAD
    BARLESVILLE,OK74005     		    CHARITABLE 5,000
    UPWARD CALL COUNSELING SERVICES
    2394 NEW HOLLAND PIKE
    NEW HOLLAND,PA17601     		    CHARITABLE 15,000
    WATER STREET MINISTRIES
    210 S PRINCE STREET
    LANCASTER,PA17604     		    CHARITABLE 10,000
    WE CARE PROGRAM
    3493 HIGHWAY 21
    ATMORE,AL365024669     		    CHARITABLE 5,000
    WELSH MOUNTAIN HOME
    567 SPRINGVILLE ROAD
    NEW HOLLAND,PA17557     		    CHARITABLE 10,000
    WHY NOT YOU MINISTRIES
    PO BOX 25
    MORRIS RUN,PA16939     		    CHARITABLE 5,000
    YWAM - MADISON
    PO BOX 8503
    MADISON,WI537088503     		    CHARITABLE 5,000
    YWAM - ORLANDO
    PO BOX 680647
    ORLANDO,FL32868     		    CHARITABLE 5,000
    ZOE INTERNATIONAL
    PO BOX 221510
    SANTA CLARITA,CA91322     		    CHARITABLE 5,000
    Total .................................bullet 3a 366,500
    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 ...........     		        106,642
    4 Dividends and interest from securities....         70,192
    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.....         338
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        -53,515
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSAGE OAK ALF OF LOUISIANA L     		623000 -2,990      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -2,990   123,657
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    120,667
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    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
    SHADY MAPLE FOUNDATION
     
    Employer identification number

    20-0903361
    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
    SHADY MAPLE FOUNDATION
          		Employer identification number
    20-0903361
    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
    MARVIN R MIRIAM M WEAVER
    1137 MAIN ST PO BOX 72
     
    BLUE BALL, PA17506

    		$ 900,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    HEMLOCK RIDGE ESTATES I LP
    129 TODDY DR
    PO BOX 157
    EAST EARL, PA17519

    		$ 21,000


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    (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
    SHADY MAPLE FOUNDATION
          		Employer identification number

    20-0903361
    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
     
    		$    
    (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
    SHADY MAPLE FOUNDATION
          		Employer identification number

    20-0903361
    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:
    SHADY MAPLE FOUNDATION
    EIN:
    20-0903361
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 7,210      

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    SHADY MAPLE FOUNDATION
    EIN:
    20-0903361
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    MORGAN STANLEY SALES   PURCHASE     589,732 590,204     -472  
    MORGAN STANLEY SALES   PURCHASE     554,643 604,318     -49,675  
    MORGAN STANLEY SALES   PURCHASE     819,450 822,818     -3,368  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    SHADY MAPLE FOUNDATION
    EIN:
    20-0903361
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ARK ENCOUNTER REVENUE BOND    
    MSIF ULTRA-SHRT INCOME A ( MUAIX)    
    BOND FUND 859,978 856,530

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SHADY MAPLE FOUNDATION
    EIN:
    20-0903361
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY (MMM) 14,465 14,333
    ABB LTD (ABB)    
    ABBOT LABORATIRIES (ABT) 3,611 4,380
    ACCENTURE PLC IRELAND CL A (ACN) 7,943 10,187
    AIR PROD & CHEM INC (APD) 16,370 19,125
    ALCON INC (ALC) 7,426 8,643
    ALLIANZ SE ADS (AZSEY)    
    ALLSTATE CORP (ALL) 14,242 15,830
    ALPHABET INC CL C (COOG) 8,618 12,263
    AMER INTL GP INC NEW (AIG) 11,613 13,175
    AMEREN CORP (HOLDING CO) (AEE) 7,665 8,118
    AMERICAN ELEC PWR CO INC (AEP) 4,935 5,079
    AMERICAN EXPRESS CO (AXP) 5,703 7,255
    AMERICAN TOWER REIT COM (AMT)    
    AMTEK INC NEW (AME) 4,463 7,861
    ANALOG DEVICES INC (ADI) 7,717 9,750
    ANSYS INC (ANSS)    
    ANTHEM INC COM (ANTM) 9,749 13,486
    APPLE INC 18,566 53,607
    APPLIED MATERIALS INC (AMAT) 4,279 6,041
    ARTHUR J GALLAGHER 8,924 12,495
    ASE TECH HLDG (ASX)    
    ASTRAZENECA PLC ADS 6,496 8,498
    AT&T INC (T) 23,091 19,873
    AUTODESK INC DELAWARE (ADSK) 3,533 7,328
    AUTOMATIC DATA PROCESSING INC (ADP) 6,300 7,400
    AVALONBAY COMM INC (AVB) 2,342 2,406
    AXA EQUITABLE HLDG (EQH)    
    BAE SYS PLC SPON ADR    
    BAKER HUGHES COMPANY CL A (BKR)    
    BANK OF AMERICA CORP (BAC) 29,906 34,735
    BAXTER INTL INC (BAX) 4,548 4,333
    BCE INC (BCE) 14,572 16,178
    BERKSHIRE HATHA CL-B NEW 30,366 38,954
    BEST BUY CO (BBY) 3,147 2,994
    BLACKROCK INC (BLK) 22,330 37,520
    BNP PARIBAS SPADR REPSTG    
    BOC HONG KONG LTD ADR    
    BOEING (BA)    
    BP PLC ADS (BP) 8,353 4,535
    BRISTOL MYERS SQUIBB CO (BMY) 9,151 9,987
    BRITISH AMERTOB SPONADR(BTI)    
    BROADCOM LTD SHS (AVGO) 24,220 32,839
    CDW CORP (CDW) 11,835 13,574
    CHARLES SCHWAB NEW (SCHW) 8,669 12,146
    CHECK POINT SOFTWARE TECH LTD (CHKP)    
    CHEVRON CORP (CVX) 44,937 41,465
    CHINA PETE&CHEM((SNP)    
    CHUBB LTD (CB) 26,104 31,246
    CINC FINA OHIO (CINF) 7,996 11,445
    CISCO SYS INC (CSCO) 50,501 58,488
    CITIGROUP IN NEW 36,987 40,387
    CITRIX SYS INC (CTXS) 3,585 3,513
    CME GROUP INC (CME) 11,480 11,651
    CMS ENERGY CP (CMS) 4,012 4,149
    COCA COLA CO (KO) 17,784 20,400
    COGNIZANT TECH SOLUTIONS (CTSH) 12,532 17,128
    COMCAST CORP (NEW) CLASS A 40,290 50,671
    CONAGRA BRANDS INC (CAG)    
    CONOCOPHILLIPS (COP) 17,539 17,436
    COOPER CO INC NEW (COO) 10,886 12,716
    CORNING INC (GLW) 1,540 1,728
    CREE RESEARCH INC (CREE)    
    CRH PLC ADR (CRH) 2,215 2,981
    CROWN CASTLE INTL (CCI) 19,453 24,515
    CUMMINS INC (CMI) 3,969 5,223
    DANAHER CORPORATION (DHR) 3,878 6,220
    DEERE & CO (DE) 3,702 6,457
    DELTA AIRLINES INC NEW (DAL)    
    DENTSPLY SIRONA INC (XRAY) 7,273 8,011
    DEUTSCHE TELEKOM AG 1 ORD 1ADS    
    DIGITAL REALTY TRUST INC (DLR) 8,037 7,813
    DOLLAR GEN CORP NEW COM 1,284 2,944
    DOMINION ENERGY INC (D) 16,660 16,619
    DOW INC (DOW) 11,014 13,875
    DTE ENERGY COMPANY (DTE) 3,020 3,399
    DUKE ENERGY CORPORATION (DUK) 16,667 18,037
    DUPONT DE NEMOURS INC (DD) 5,045 7,040
    EATON CORP PLC SHS (ETN) 4,460 6,127
    EBAY INC (EBAY) 7,708 7,688
    EDISON INTERNATIONAL (EIX) 5,039 5,214
    ELI LILLY & CO (LLY) 13,489 17,728
    EOG RESOURCES INC (EOG) 3,677 3,541
    ENGIE SPONS ADR    
    EQUINOR ASA (EQNR) 5,647 6,010
    EQUITABLE HLDGS INC (EQH) 3,302 4,683
    EVERSOURCE ENERGY COM (ES) 4,884 5,018
    EXELON CORP (EXC) 3,072 2,998
    EXTRA SPACE STORAGE INC (EXR) 3,332 4,171
    EXXON MOBIL CORP (XOM) 19,291 13,685
    FASTENAL CO (FAST) 9,602 15,577
    FEDEX CORP (FDX) 2,713 4,673
    FIDELITY NATIONAL FINANCIAL IN (FNF) 2,772 3,440
    FIDELITY NATL INFORMATION SE (FIS) 11,549 11,883
    FIRST AMERICAN FINL CORP (FAF) 1,509 1,549
    FIRSTENERGY CORP (FE)    
    FISERV INC WISCONSIN (FISV) 14,999 16,282
    FOX CORP CL A (FOXA) 5,634 5,125
    FRANKLIN RESOURSES INC (BEN) 8,095 6,972
    GENERAL ELEC CO (GE) 4,657 6,307
    GENERAL MTRS CO (GM) 8,681 12,117
    GENERAL DYNAMICS CORP (GD) 11,528 11,013
    GENUINE PARTS CO (GPC) 12,687 15,165
    GILEAD SCIENCE (GILD) 3,882 2,971
    GODADDY INC (GDDY) 9,522 9,290
    HEALTHPEAK PPTYS INC (PEAK) 9,839 11,518
    HERSHEY COMPANY (HSY) 3,402 3,961
    HOME DEPOT INC (HD) 16,464 17,531
    HONEYWELL INTL INC (HON) 10,780 15,740
    HSBC HOLDINGS PLC SPON ADR NEW    
    HUMANA INC (HUM) 5,479 5,334
    IBERDROLA SA SPON ADR (IBDRY)    
    IMPERIAL BRANDS PLC SPD ADR    
    INTEL CORP (INTC) 29,564 33,031
    INTL BUSINESS MACHINES CORP (IBM) 13,358 13,847
    JOHNSON & JOHNSON (JNJ) 60,633 69,405
    JOHNSON CTLS INTL PLC 14,702 22,084
    JPMORGAN CHASE & CO 46,148 62,646
    KELLOGG CO (K)    
    KIMBERLY CLARK CORP (KMB) 18,806 18,876
    KINDER MORGAN INC 4,311 3,992
    KLA CORPORATION (KLAC) 9,067 12,169
    KONINKLIJKE PHIL EL SPADRNEW 8,291 12,405
    LAM RESEARCH CORPORATION (LRCX) 10,038 15,113
    LEIDOS HLDGS INC (LDOS) 2,997 3,154
    LLOYDS BANKING GRP PLC(LYG)    
    LOCKHEED MARTIN CORP (LMT) 15,729 15,974
    LOWES COMPANIES INC 19,839 37,880
    MANULIFE FINA CORP    
    MARATHON OIL CO (MRO)    
    MARATHON PETROL CORP (MPC) 11,674 12,036
    MARKEL CORP (HOLDING CO) (MKL) 6,641 6,200
    MARSH & MCLENNAN COS INC (MMC) 10,373 11,466
    MARTIN MARIETTA MATERIALS (MLM) 5,651 7,099
    MASTERCARD INC CL A (MA)    
    MCDONALDS CORP (MCD) 5,443 6,223
    MEDTRONIC PLC SHS (MDT) 32,607 42,170
    MERCK & CO INC NEW COM 41,858 50,716
    METLIFE INCORPORATED (MET) 8,328 9,860
    MICHELIN COMPAGNIE GENERALE DE    
    MICROSOFT CORP (MSFT) 31,002 66,726
    MMC NORILSK NICKL PISCSPSADR    
    MONDELEZ INTL INC COM 7,154 8,537
    MORGAN STANLEY (MS) 23,622 40,638
    MOTOROLA SOLUTIONS INC (MSI) 4,900 7,483
    MUENCHENER RUECKUNSPONADR    
    NESTLE SPON ADRREP SHR 14,589 21,086
    NEWELL BRANDS INC (NWL) 2,668 3,460
    NEXTERA ENERGY INC COM 15,426 27,157
    NINTENDO CO LTD ADR NEW (NTDOY) 16,143 18,842
    NIPPON TELEGR&TELEPH ADS    
    NISOURCE INC (NI) 2,947 2,913
    NN GROUP NV ADR(NNGRY)    
    NORFOLK SOUTH CORPN (NSC) 10,801 23,999
    NORTHERN TRUST CORP (NTRS) 7,180 8,103
    NORTHROP GRUMMAN CP (HLDCO) 4,281 4,876
    NVIDIA CORPORATION (NVDA)    
    NXP SEMICONDUCTORS NV (NXPI) 4,102 6,360
    ORACLE CORP (ORCL)    
    O'REILLY AUTOMOTIVE INC NEW (ORLY) 7,292 9,051
    ONEOK INC (OKE)    
    ORKLA ADR A SHS    
    PACCAR INC (PCAR)    
    PACKAGING CORP AMER (PKG) 2,169 3,034
    PARKER HANNIFIN CORP (PH) 4,724 7,083
    PAYCHEX INC (PAYX) 9,464 16,027
    PENTAIR PLC (PNR)    
    PEPSICO INC NC (PEP) 9,169 10,381
    PHILIP MORRIS INTL INC 38,044 38,911
    PHILLIPS 66 COM (PSX) 3,388 3,497
    PINNACLE WEST CAPITAL CORP (PNW) 1,772 1,839
    PIONEER NATURAL RESOURCES CO (PXD) 5,118 7,175
    PNC FINL SVCS GP (PNC) 7,864 10,728
    PPG INDUSTRIES INC (PPG) 7,243 7,788
    PPL CORPORATION (PPL) 2,466 2,594
    PROCTER & GAMBLE (PG) 12,895 15,166
    PUBLIC SERVICE ENTGP(PEG) 7,112 8,454
    QUALCOMM INC (QCOM)    
    QUEST DIAGNOS INC (DGX)    
    RAYMOND JAMES FINCL INC (RJF) 4,633 5,166
    RAYTHEON CO (NEW) (RTN) 17,987 19,880
    ROCHE HLDGS ADR    
    ROSS STORES INC (ROST) 9,843 12,281
    ROYAL DUTCH SHELL PLC CL B    
    SAEGATE TECHNOLOGY PLC (STX)    
    SHERWIN WILLIAMS COMPANY OHIO (SHW) 7,201 10,289
    SIEMENS AKTIENGESELLSCHAFT 7,596 13,281
    SINGAPORE TELECOMADR NEW    
    SMITHS GROUP PLC SPONADR    
    SMURFIT KAPPA GR PLC ADR    
    SONIC HEALTHCARE LTD ADR    
    SUNOCO PRODUCTS CO (SON) 3,125 3,614
    SONY CORP ADR 1974 NEW (SNE) 2,362 4,347
    STANLEY BLACK & DECKER INC (SWK) 4,513 4,464
    STATE STREET CORP(SST)    
    STERIS PLC (STE) 7,752 9,856
    T ROWE PRICE GROUP INC (TROW) 6,718 8,024
    TARGET CORP (TGT) 27,951 54,018
    TE CONNECTIVITY LTD NEW (TEL) 3,146 4,722
    TELEFLEX INC (TFX) 11,810 13,993
    TELEFONICA BRASILSASPON ADR    
    TEXAS INSTRUMENTS(TXN) 29,519 43,002
    TJX COS INC NEW (TXJ) 23,965 30,731
    TOTAL S A SPON ADR    
    TOYOTA MOTOR CP ADR NEW "    
    TRANE TECHNOLOGIES PLC (TT) 7,476 12,048
    TRANSUNION (TRU) 7,820 8,334
    TRAVELERS COMPANIES INCCOM 7,517 8,843
    TRUIST FINL CORP (TFC) 13,879 15,098
    U S BANCORP COM NEW 16,995 20,267
    UBS GROUP AG SHS (UBS)    
    UNILEVER NV NY SH NEW 23,570 29,697
    UNION PACIFIC CORP (UNP) 19,772 25,403
    UNITED PARCEL SER INC CL-B 30,777 41,090
    UPM KYMMENE CORP ADR (UPMMY)    
    UTD OVERSEAS BK LTDSPON ADR    
    VERISK ANALYTICS INC COM (VRSK) 5,027 6,643
    VERIZON COMM (VZ) 43,361 47,294
    VISA INC CL A (V) 15,341 19,467
    WST MGMT INC (DELA) (WM) 6,719 7,665
    WEC ENERGY GROUP INC COM (WEC) 5,625 5,890
    WELLS FARGO & CO NEW 18,704 18,108
    WELLTOWER INC (HCN) 9,635 12,213
    WHITE MOUNTAIN GRP BERMUDA (WTM) 20,755 21,014
    WILLIAMS CO INC (WMB) 6,036 6,195
    WILLIS TOWERS WATSON PUB LTD (WLTW) 2,213 2,739
    XCEL ENERGY INC (XEL) 5,636 5,734
    ZIMMER BIOMET HLDGS INC COM (ZBH) 5,748 6,009
    ZURICH INSURANCE GRPLTD ADR    
    AT&T INC (T) 72,325 71,900
    PPL CORPORATION (PPL) 74,526 70,500
    UGI CORPORATION NEW COM (UGI) 72,677 69,920

    TY 2020 InvestmentsOtherSchedule2
    Name:
    SHADY MAPLE FOUNDATION
    EIN:
    20-0903361
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SAGE OAK ALF OF LOUISIANA LLC      
    AN 8.276% INTEREST AT COST 295,338 295,338

    TY 2020 OtherExpensesSchedule
    Name:
    SHADY MAPLE FOUNDATION
    EIN:
    20-0903361
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    MORGAN STANLEY BROKERAGE FEES 25,066 25,066    
    MISCELLANEOUS 8      


    TY 2020 OtherIncomeSchedule2
    Name:
    SHADY MAPLE FOUNDATION
    EIN:
    20-0903361
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MORGAN STANLEY A/C OTHER 338 338  
    SAGE OAK ALF OF LOUISIANA LLC -2,990    


    TY 2020 OtherLiabilitiesSchedule
    Name:
    SHADY MAPLE FOUNDATION
    EIN:
    20-0903361
    Description Beginning of Year - Book Value End of Year - Book Value
    UNSETTLED SECURITIES PURCHASE 4,020  
    ADJUST STOCKS TO COST    


    TY 2020 TaxesSchedule
    Name:
    SHADY MAPLE FOUNDATION
    EIN:
    20-0903361
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PENNSYLVANIA FEE 15      
    FEDERAL EXCISE TAX 6,000