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 05-01-2020 , and ending 04-30-2021
Name of foundation
BOLLT T & M FAMILY FOUNDATION-TR
 
Number and street (or P.O. box number if mail is not delivered to street address)100 FEDERAL ST 37TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

65-6113538
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$2,056,484J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 22,358 22,126  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 202,934
b Gross sales price for all assets on line 6a 422,814
7 Capital gain net income (from Part IV, line 2)... 202,934
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)....... Click to see attachment 144    
12 Total. Add lines 1 through 11........ 225,436 225,060  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,555 6,416   2,139
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 204 204   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 12 9   3
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,771 6,629 0 2,142
25 Contributions, gifts, grants paid....... 77,334 77,334
26 Total expenses and disbursements. Add lines 24 and 25 86,105 6,629 0 79,476
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 139,331
b Net investment income (if negative, enter -0-) 218,431
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......... 189,909 107,771 107,771
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)....... 638,416 Click to see attachment821,960 1,550,622
c Investments—corporate bonds (attach schedule)....... 284,338 Click to see attachment326,120 397,160
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) 43 7 931
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,112,706 1,255,858 2,056,484
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........ 1,112,706 1,255,858
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)..... 1,112,706 1,255,858
30 Total liabilities and net assets/fund balances (see instructions). 1,112,706 1,255,858
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,112,706
2
Enter amount from Part I, line 27a .....................
2
139,331
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,848
4
Add lines 1, 2, and 3 ..........................
4
1,255,885
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
27
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,255,858
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 .423 RAYTHEON TECHNOLOGIES CORP COM   2019-04-02 2020-05-11
b 18. CARRIER GLOBAL CORPORATION COM   2018-06-20 2020-06-02
c 17. CARRIER GLOBAL CORPORATION COM     2020-06-02
d 123. CARRIER GLOBAL CORPORATION COM     2020-06-02
e 59. MEDTRONIC PLC SHS     2020-06-03
29. T MOBILE US INC COM     2020-06-25
11. DISNEY WALT CO COM     2020-06-26
31. DISNEY WALT CO COM     2020-06-26
12. T MOBILE US INC COM   2018-06-08 2020-06-26
88. CAPITAL ONE FINL CORP COM     2020-06-30
2. CAPITAL ONE FINL CORP COM   2010-09-30 2020-06-30
77. T MOBILE US INC RT EXP 07/27/2020     2020-07-01
190. T MOBILE US INC RT EXP 07/27/2020     2020-07-01
2. AMAZON.COM INC COM   2014-08-05 2020-07-08
53. APPLE INC COM   2008-07-28 2020-09-11
146. CITIGROUP INC COM NEW     2020-09-11
1. DANAHER CORP COM   2017-06-20 2020-09-11
30. DANAHER CORP COM     2020-09-11
15. DOLLAR GEN CORP NEW COM   2013-09-11 2020-09-21
4. COMCAST CORP CL A   2014-11-11 2020-10-09
13. COMCAST CORP CL A   2014-11-11 2020-10-09
126. COMCAST CORP CL A     2020-10-09
31. AUTOMATIC DATA PROCESSING INC COM   2013-09-11 2020-11-05
21. DANAHER CORP COM   2013-09-11 2020-11-05
9. THERMO FISHER CORP COM   2015-07-14 2020-11-09
4. QUALCOMM INC COM   2015-06-11 2020-11-13
33. QUALCOMM INC COM     2020-11-13
40. APPLE INC COM   2008-07-28 2020-11-16
6. BLACKROCK INC COM     2020-11-16
23. UNION PAC CORP COM   2015-11-10 2020-11-16
97. ORACLE CORP COM   2001-12-25 2020-12-04
22. ORACLE CORP COM   2001-12-25 2020-12-04
29. ORACLE CORP COM   2001-12-25 2020-12-04
27. QUALCOMM INC COM   2016-11-18 2020-12-04
23. ABBOTT LABORATORIES COM   2020-11-09 2020-12-22
5. ADOBE INC.   2018-12-18 2020-12-22
2. ALPHABET INC CAP STK CL C   2014-10-21 2020-12-22
2. ALPHABET INC CAP STK CL A   2013-09-11 2020-12-22
3. AMAZON.COM INC COM   2019-10-28 2020-12-22
19. AMERICAN ELEC PWR INC COM     2020-12-22
6. AMERICAN TOWER CORPORATION   2018-06-20 2020-12-22
10. AMERICAN WTR WKS CO INC NEW COM   2020-06-03 2020-12-22
14. ANALOG DEVICES INC COM   2018-12-28 2020-12-22
42. APPLE INC COM   2008-07-28 2020-12-22
37. ASTRAZENECA PLC SPONSORED ADR     2020-12-22
9. AUTOMATIC DATA PROCESSING INC COM   2013-09-11 2020-12-22
3. BLACKROCK INC COM   2019-03-26 2020-12-22
40. BLACKSTONE GROUP INC COM CL A     2020-12-22
7. CIGNA CORP NEW USD   2018-04-02 2020-12-22
12. CHEVRON CORP NEW COM   2018-01-31 2020-12-22
54. CISCO SYS INC COM   2017-08-15 2020-12-22
10. CISCO SYS INC COM     2020-12-22
30. COMCAST CORP CL A   2001-12-25 2020-12-22
13. DANAHER CORP COM   2013-09-11 2020-12-22
10. DISNEY WALT CO COM   2019-10-17 2020-12-22
10. DOLLAR GEN CORP NEW COM   2013-09-11 2020-12-22
9. ECOLAB INC COM   2019-10-29 2020-12-22
20. FIDELITY NATL INFORMATION SVCS INC COM   2018-10-03 2020-12-22
22. FISERV INC COM   2019-01-25 2020-12-22
9. HOME DEPOT INC COM     2020-12-22
17. HONEYWELL INTERNATIONAL INC COM     2020-12-22
22. INTERCONTINENTAL EXCHANGE, INC COM     2020-12-22
24. JPMORGAN CHASE & CO COM   2003-11-25 2020-12-22
22. JOHNSON & JOHNSON COM   2017-07-31 2020-12-22
39. MICROSOFT CORP COM     2020-12-22
41. MONDELEZ INTL INC COM   2020-09-11 2020-12-22
28. NEXTERA ENERGY INC COM     2020-12-22
21. OTIS WORLDWIDE CORP COM     2020-12-22
10. PNC FINL SVCS GROUP INC COM   2020-11-16 2020-12-22
15. PEPSICO INC COM   2019-08-06 2020-12-22
10. PIONEER NAT RES CO COM   2017-02-01 2020-12-22
19. QUALCOMM INC COM   2016-11-18 2020-12-22
30. RAYTHEON TECHNOLOGIES CORP COM     2020-12-22
4. ROPER TECHNOLOGIES, INC.   2020-09-11 2020-12-22
3. S&P GLOBAL INC COM   2020-12-04 2020-12-22
8. SALESFORCE COM INC COM   2020-03-18 2020-12-22
59. SCHWAB CHARLES CORP NEW COM     2020-12-22
9. STRYKER CORP COM   2013-09-11 2020-12-22
35. TJX COS INC NEW COM     2020-12-22
24. T MOBILE US INC COM   2018-06-08 2020-12-22
9. TEXAS INSTRUMENTS INC COM   2019-10-01 2020-12-22
6. THERMO FISHER CORP COM   2015-07-14 2020-12-22
44. US BANCORP DEL COM NEW     2020-12-22
12. UNION PAC CORP COM     2020-12-22
12. UNITEDHEALTH GROUP INC COM   2013-09-11 2020-12-22
16. VF CORP COM   2018-12-28 2020-12-22
20. VISA INC COM CL A     2020-12-22
18. WASTE MANAGEMENT INC COM   2019-12-09 2020-12-22
14. ZOETIS INC CL A     2020-12-22
9. LINDE PLC COM   2013-09-11 2020-12-22
19. MEDTRONIC PLC SHS   2015-01-26 2020-12-22
18. JOHNSON & JOHNSON COM   2019-10-28 2021-01-26
55. SCHWAB CHARLES CORP NEW COM   2020-01-14 2021-01-26
22. DISNEY WALT CO COM   2020-01-14 2021-02-03
27. PEPSICO INC COM     2021-02-03
57. TJX COS INC NEW COM     2021-02-03
8. BLACKROCK INC COM     2021-02-22
6. DANAHER CORP COM   2013-09-11 2021-02-22
3. DANAHER CORP COM   2013-09-11 2021-02-22
3. DANAHER CORP COM   2013-09-11 2021-02-22
31. JOHNSON & JOHNSON COM   2019-10-28 2021-02-22
36. QUALCOMM INC COM     2021-02-22
55. TJX COS INC NEW COM   2017-08-21 2021-02-22
25. TJX COS INC NEW COM   2017-08-21 2021-02-22
5. THERMO FISHER CORP COM   2015-07-14 2021-02-22
34. COMCAST CORP CL A   2001-12-25 2021-03-02
11. COMCAST CORP CL A   2001-12-25 2021-03-02
11. COMCAST CORP CL A   2001-12-25 2021-03-02
76. MONDELEZ INTL INC COM     2021-03-02
2. MONDELEZ INTL INC COM   2020-04-30 2021-03-02
41. WASTE MANAGEMENT INC COM     2021-03-02
5. WASTE MANAGEMENT INC COM   2019-11-07 2021-03-02
27. COMCAST CORP CL A   2001-12-25 2021-03-03
36. MONDELEZ INTL INC COM   2020-04-30 2021-03-03
11. WASTE MANAGEMENT INC COM   2019-11-07 2021-03-03
50. VF CORP COM     2021-03-10
6. VF CORP COM   2013-09-11 2021-03-10
6. VF CORP COM   2013-09-11 2021-03-10
68. VF CORP COM   2013-09-11 2021-03-11
1. VF CORP COM   2013-09-11 2021-03-11
3. VF CORP COM   2013-09-11 2021-03-11
3. VF CORP COM   2013-09-11 2021-03-11
19. ECOLAB INC COM     2021-03-17
25. JOHNSON & JOHNSON COM     2021-03-17
43. WASTE MANAGEMENT INC COM     2021-03-17
29. WASTE MANAGEMENT INC COM     2021-03-17
17. WASTE MANAGEMENT INC COM   2020-03-31 2021-03-17
1. WASTE MANAGEMENT INC COM   2020-03-31 2021-03-17
4. WASTE MANAGEMENT INC COM   2020-03-31 2021-03-17
3. WASTE MANAGEMENT INC COM   2020-03-31 2021-03-17
35. APPLE INC COM   2008-07-28 2021-03-26
2. APPLE INC COM   2008-07-28 2021-03-26
18. DOLLAR GEN CORP NEW COM     2021-03-26
4. DOLLAR GEN CORP NEW COM   2020-02-12 2021-03-26
36. SCHWAB CHARLES CORP NEW COM   2020-01-14 2021-03-26
8. SCHWAB CHARLES CORP NEW COM     2021-03-26
8. UNITEDHEALTH GROUP INC COM   2013-09-11 2021-03-26
16. LINDE PLC COM   2013-09-11 2021-03-26
15. INTERCONTINENTAL EXCHANGE, INC COM   2017-11-30 2021-04-27
4. INTERCONTINENTAL EXCHANGE, INC COM   2017-11-30 2021-04-27
34. JOHNSON & JOHNSON COM   2012-06-15 2021-04-27
38. INTERCONTINENTAL EXCHANGE, INC COM   2017-11-30 2021-04-28
68. JOHNSON & JOHNSON COM     2021-04-28
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(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 24   34 -10
b 389   375 14
c 357   355 2
d 2,614   2,239 375
e 5,750   4,732 1,018
3,205   1,927 1,278
1,211   1,614 -403
3,382   4,529 -1,147
1,295   694 601
5,498   4,809 689
125   79 46
13     13
32     32
6,086   622 5,464
5,855   302 5,553
7,446   7,048 398
205   86 119
6,147   1,973 4,174
3,057   859 2,198
181   106 75
589   344 245
5,675   3,129 2,546
5,095   1,999 3,096
5,079   1,101 3,978
4,410   1,229 3,181
582   261 321
4,763   2,143 2,620
4,799   228 4,571
4,052   2,588 1,464
4,745   1,947 2,798
5,817   1,653 4,164
1,321   375 946
1,738   494 1,244
4,244   1,747 2,497
2,500   2,529 -29
2,532   1,136 1,396
3,444   1,047 2,397
3,435   895 2,540
9,619   5,327 4,292
1,539   1,750 -211
1,319   844 475
1,479   1,319 160
2,022   1,202 820
5,563   240 5,323
1,795   2,061 -266
1,584   580 1,004
2,086   1,261 825
2,591   1,889 702
1,363   1,155 208
1,021   1,508 -487
2,420   1,738 682
448   482 -34
1,501   642 859
2,903   682 2,221
1,709   1,324 385
2,128   573 1,555
1,946   1,748 198
2,729   2,162 567
2,448   1,860 588
2,432   1,448 984
3,552   2,411 1,141
2,487   1,570 917
2,940   852 2,088
3,364   2,930 434
8,734   1,675 7,059
2,350   2,355 -5
2,087   748 1,339
1,379   1,334 45
1,435   1,261 174
2,164   1,894 270
1,095   1,795 -700
2,765   1,229 1,536
2,088   2,383 -295
1,657   1,595 62
954   1,014 -60
1,847   1,040 807
3,053   2,730 323
2,121   630 1,491
2,357   1,827 530
3,166   1,388 1,778
1,465   1,155 310
2,786   819 1,967
2,021   2,300 -279
2,434   990 1,444
4,028   896 3,132
1,339   1,067 272
4,137   1,638 2,499
2,112   2,012 100
2,260   2,323 -63
2,288   1,471 817
2,191   1,448 743
3,065   2,331 734
3,092   2,637 455
3,885   3,210 675
3,741   2,904 837
3,797   2,502 1,295
5,617   2,217 3,400
1,360   315 1,045
679   157 522
678   157 521
4,996   4,014 982
5,090   2,089 3,001
3,816   1,964 1,852
1,732   893 839
2,323   683 1,640
1,846   727 1,119
599   235 364
600   235 365
4,061   4,097 -36
107   102 5
4,613   4,588 25
562   551 11
1,468   578 890
1,919   1,831 88
1,254   1,213 41
3,998   2,488 1,510
480   270 210
480   270 210
5,387   3,059 2,328
79   45 34
238   135 103
239   135 104
4,000   3,542 458
4,019   1,907 2,112
5,182   4,738 444
3,488   3,169 319
2,044   1,575 469
122   93 29
485   371 114
359   278 81
4,200   200 4,000
241   11 230
3,624   2,857 767
801   633 168
2,357   1,726 631
526   373 153
2,993   597 2,396
4,468   2,615 1,853
1,818   1,070 748
485   285 200
5,551   2,240 3,311
4,554   2,711 1,843
11,029   4,454 6,575
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
      39,674
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       -10
b       14
c       2
d       375
e       1,018
      1,278
      -403
      -1,147
      601
      689
      46
      13
      32
      5,464
      5,553
      398
      119
      4,174
      2,198
      75
      245
      2,546
      3,096
      3,978
      3,181
      321
      2,620
      4,571
      1,464
      2,798
      4,164
      946
      1,244
      2,497
      -29
      1,396
      2,397
      2,540
      4,292
      -211
      475
      160
      820
      5,323
      -266
      1,004
      825
      702
      208
      -487
      682
      -34
      859
      2,221
      385
      1,555
      198
      567
      588
      984
      1,141
      917
      2,088
      434
      7,059
      -5
      1,339
      45
      174
      270
      -700
      1,536
      -295
      62
      -60
      807
      323
      1,491
      530
      1,778
      310
      1,967
      -279
      1,444
      3,132
      272
      2,499
      100
      -63
      817
      743
      734
      455
      675
      837
      1,295
      3,400
      1,045
      522
      521
      982
      3,001
      1,852
      839
      1,640
      1,119
      364
      365
      -36
      5
      25
      11
      890
      88
      41
      1,510
      210
      210
      2,328
      34
      103
      104
      458
      2,112
      444
      319
      469
      29
      114
      81
      4,000
      230
      767
      168
      631
      153
      2,396
      1,853
      748
      200
      3,311
      1,843
      6,575
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 202,934
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,036
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,036
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,036
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 828
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.............. 7 828
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,208
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. ...............................
    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 ofbulletCIBC NATIONAL TRUST COMPANY Telephone no.bullet (404) 881-3405

    Located atbullet3290 NORTHSIDE PARKWAY 7TH FLATLANTAGA ZIP+4bullet30327
    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
    CIBC NATIONAL TRUST COMPANY Trustee
    1     		8,555    
    3290 NORTHSIDE PARKWAY 7TH FL
    Atlanta,GA30327
    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
    1,682,390
    b
    Average of monthly cash balances.......................
    1b
    179,525
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,861,915
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,861,915
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    27,929
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,833,986
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    91,699
    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
    91,699
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,036
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,036
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    88,663
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    88,663
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    88,663
    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
    79,476
    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
    79,476
    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
    79,476
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 88,663
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 77,334
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 79,476
    a Applied to 2019, but not more than line 2a 77,334
    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..... 2,142
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		86,521
    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
    ANTI DEFAMATION LEAGUE
    605 THIRD AVENUE
    NEW YORK,NY10158     		NONE PC JEWISH COMMUNITY SUPPORT 5,000
    HARRY CHAPIN FOOD BANK
    3760 FOWLER STREET
    FORT MYERS,FL33901     		NONE PC GENERAL SUPPORT 16,834
    JEWISH FEDERATION OF COLLIER COUNTY
    2500 VANDERBILT BEACH RD 2201
    NAPLES,FL34109     		NONE PC JEWISH COMMUNITY SUPPORT 8,000
    JEWISH WAR VETERANS
    1811 R ST NW
    WASHINGTON,DC20009     		NONE PC JEWSIH VETERAN SUPPORT 2,500
    MOFFITT CANCER CENTER FOUNDATION
    PO BOX 23827
    TAMPA,FL33623     		NONE PC CANCER RESEARCH 6,000
    THE SHELTER FOR ABUSED WOMEN
    PO BOX 10102
    Naples,FL34101     		NONE PC GENERAL SUPPORT 10,000
    TEMPLE BETH EL
    1351 S 14TH AVENUE
    Hollywood,FL33020     		NONE PC JEWISH COMMUNITY SUPPORT 7,000
    TEMPLE SHALOM
    4630 PINE RIDGE ROAD
    NAPLES,FL34119     		NONE PC JEWISH COMMUNITY SUPPORT 7,000
    UNITED JEWISH COMMUNITY FEDERATION
    Wall Street Station
    PO BOX 157
    NEW YORK,NY10268     		NONE PC JEWISH COMMUNITY SUPPORT 5,000
    WOUNDED WARRIOR PROJECT
    PO BOX 758517
    Topeka,KS66675     		NONE PC SUPPORT WOUNDED VETERANS 5,000
    UNIVERSITY OF MIAMI
    SCHOOL OF COMMUNICATION
    6200 SAN AMARO DRIVE SUITE 300
    CORAL GABLES,FL33146     		NONE PC TO FUND INTERACTIVE MEDIA 5,000
    Total .................................bullet 3a 77,334
    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 22,358  
    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 ............     		    18 202,934  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFED REFUND     		    1 144  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   225,436  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    225,436
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BOLLT T & M FAMILY FOUNDATION-TR
    EIN:
    65-6113538
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMG TIMESQUARE MID CAP GROWTH 218,892 262,119
    MATTHEWS PACIFIC TIGER FUND - 57,024 71,118
    MFS INSTITUTIONAL INTERNATIONA 50,204 63,923

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BOLLT T & M FAMILY FOUNDATION-TR
    EIN:
    65-6113538
    Name of Stock End of Year Book Value End of Year Fair Market Value
    APPLE INC COM 1,652 41,541
    AUTOMATIC DATA PROCESSING INC 4,706 13,650
    BLACKROCK INC COM 4,991 15,567
    CAPITAL ONE FINL CORP COM    
    CISCO SYS INC COM 13,329 27,033
    CITIGROUP INC COM    
    COMCAST CORP CL A 3,551 9,321
    DANAHER CORP COM 2,452 24,124
    DOLLAR GEN CORP NEW COM 4,058 11,811
    FIDELITY NATL INFORMATION SVCS 9,982 25,840
    FISERV INC COM 6,265 22,823
    JOHNSON & JOHNSON COM    
    JPMORGAN CHASE & CO COM 5,421 30,762
    MERCK & CO INC NEW COM    
    MICROSOFT CORP COM 16,491 89,524
    ORACLE CORP COM    
    PEPSICO INC COM 6,151 14,416
    STRYKER CORP COM 7,057 18,384
    TJX COS INC NEW COM 5,825 11,502
    UNION PAC CORP COM 8,920 20,654
    UNITEDHEALTH GROUP INC COM 11,885 36,291
    US BANCORP DEL COM NEW 19,483 27,598
    VF CORP COM    
    VISA INC COM CL A 21,060 52,551
    AMAZON.COM INC 7,904 90,153
    HOME DEPOT 13,476 34,956
    MEDTRONIC PLC SHS 11,743 20,293
    ALPHABET INC CAP STK CL A 22,644 42,363
    ALPHABET INC CAP STK CL C 10,129 50,613
    ADOBE INC. 5,962 23,384
    AMERICAN TOWER CORPORATION 5,388 12,484
    ANALOG DEVICES INC COM 9,895 18,073
    CHEVRON CORP NEW COM 11,931 10,410
    CIGNA CORP NEW USD 8,923 15,937
    ECOLAB INC COM 9,863 14,568
    HONEYWELL INTERNATIONAL INC CO 17,197 30,780
    INTERCONTINENTAL EXCHANGE, INC 8,401 14,831
    LINDE PLC COM 10,297 18,008
    NEXTRA ENERGY INC COM 10,726 18,602
    PIONEER NAT RES CO COM 19,445 18,921
    QUALCOMM INC COM 7,497 18,599
    RAYTHEON CO COM NEW 22,018 26,803
    THERMO FISHER CORP COM 5,486 19,750
    ZOETIS INC CL A 11,480 20,071
    ABBOTT LABORATORIES COM 16,299 23,296
    BLACKSTONE GROUP INC COM CL A 16,158 29,379
    BROOKFIELD GLOBAL LISTED REAL 30,068 30,032
    CARRIER GLOBAL CORPORATION COM    
    DISNEY WALT CO COM 7,682 10,789
    OTIS WORLDWIDE CORP COM 13,449 18,533
    ROPER TECHNOLOGIES, INC. 11,596 16,965
    SALESFORCE COM INC COM 17,485 24,184
    SCHWAB CHARLES CORP NEW COM 16,703 28,230
    T MOBILE US INC COM 13,298 26,690
    TEXAS INSTRUMENTS INC COM 10,572 15,163
    WASTE MANAGEMENT INC COM    
    COHEN & STEERS PREFERRED SECUR 75,000 74,948
    AMERICAN ELEC PWR INC COM 14,315 14,105
    AMERICAN WTR WKS CO INC NEW CO 11,046 13,415
    ASTRAZENECA PLC SPONSORED ADR 21,480 21,016
    BOOKING HLDGS INC COM 14,139 14,796
    CME GROUP INC COM 9,866 10,100
    COSTCO WHSL CORP NEW COM 14,394 16,372
    JOHN HANCOCK SMALL CAP CORE FU 50,000 60,686
    MONDELEZ INTL INC COM 11,555 13,865
    PNC FINL SVCS GROUP INC COM 12,451 18,508
    S&P GLOBAL INC COM 19,546 23,033
    STANLEY BLACK & DECKER INC COM 16,390 18,196
    TE CONNECTIVITY LTD REG SHS 14,784 15,330

    TY 2020 OtherDecreasesSchedule
    Name:
    BOLLT T & M FAMILY FOUNDATION-TR
    EIN:
    65-6113538
    Description Amount
    RETURN OF CAPITAL 27


    TY 2020 OtherExpensesSchedule
    Name:
    BOLLT T & M FAMILY FOUNDATION-TR
    EIN:
    65-6113538
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 12 9   3


    TY 2020 OtherIncomeSchedule2
    Name:
    BOLLT T & M FAMILY FOUNDATION-TR
    EIN:
    65-6113538
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER REVENUE 144 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    BOLLT T & M FAMILY FOUNDATION-TR
    EIN:
    65-6113538
    Description Amount
    ROUNDING AND TIMING 3,848


    TY 2020 TaxesSchedule
    Name:
    BOLLT T & M FAMILY FOUNDATION-TR
    EIN:
    65-6113538
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON QUALIFIED FOR 180 180   0
    FOREIGN TAXES ON NONQUALIFIED 24 24   0