Form990-PF
Click to see list of attachments

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
HUNTER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)781 KEITHLEY DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREAT FALLS, VA22066
A Employer identification number

54-1525152
B Telephone number (see instructions)

(703) 471-6870
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$1,243,559J 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... 27,415 27,415 27,415
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 18,557
b Gross sales price for all assets on line 6a 453,333
7 Capital gain net income (from Part IV, line 2)... 18,557
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 45,972 45,972 27,415
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 3,200 3,200 3,200  
c Other professional fees (attach schedule).... Click to see attachment 18,345 18,345 18,345  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 699 699 699  
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 list of attachments 817 817 817  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,061 23,061 23,061 0
25 Contributions, gifts, grants paid....... 65,000 65,000
26 Total expenses and disbursements. Add lines 24 and 25 88,061 23,061 23,061 65,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -42,089
b Net investment income (if negative, enter -0-) 22,911
c Adjusted net income (if negative, enter -0-)... 4,354
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......... 22,150 62,105 62,105
3 Accounts receivable bullet8,295
Less: allowance for doubtful accounts bullet   8,295 8,295 8,295
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) 25,247    
b Investments—corporate stock (attach schedule)....... 594,683 Click to see attachment574,233 794,546
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 332,028 Click to see attachment297,124 378,613
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) 982,403 941,757 1,243,559
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 982,403 941,757
29 Total net assets or fund balances (see instructions)..... 982,403 941,757
30 Total liabilities and net assets/fund balances (see instructions). 982,403 941,757
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
982,403
2
Enter amount from Part I, line 27a .....................
2
-42,089
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,443
4
Add lines 1, 2, and 3 ..........................
4
941,757
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
941,757
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 4.408 AMERICAN FUNDS AMERICAN MUTUAL FUND CL F2 N/L P 2012-01-09 2020-08-27
b 3.98 AMERICAN FUNDS AMERICAN MUTUAL FUND CL F2 N/L P 2012-01-09 2020-12-28
c 12.015 AMERICAN FUNDS AMERICAN MUTUAL FUND CL F2 N/L P 2012-01-09 2020-05-28
d 39.232 AMERICAN FUNDS AMERICAN MUTUAL FUND CL F2 N/L P 2012-01-09 2020-04-02
e 7.86 AMERICAN FUNDS AMERICAN MUTUAL FUND CL F2 N/L P 2012-01-09 2020-01-06
16.946 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2019-11-22 2020-05-28
4.143 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2019-11-22 2020-05-28
33.538 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2019-01-09 2020-05-28
41.961 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2018-11-21 2020-05-28
58.427 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2017-11-14 2020-05-28
10.284 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2018-07-30 2020-05-28
39.499 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2015-09-28 2020-05-28
2.928 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2014-11-20 2020-05-28
6.057 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2016-11-18 2020-05-28
7.905 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2018-11-21 2020-05-28
73.13 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2018-05-14 2020-05-28
3.7 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2017-11-22 2020-05-28
9.003 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2014-05-07 2020-05-28
28.157 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2014-05-07 2020-04-02
1.803 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2015-11-20 2020-05-28
3.652 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2013-11-22 2020-04-02
4.436 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2012-12-20 2020-04-02
9.129 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2011-09-21 2020-04-02
10.175 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2011-09-21 2020-01-06
14.148 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2016-07-21 2020-05-28
18.375 ARTISAN INTERNATIONAL FUND ADVISOR CLASS N/L P 2017-01-17 2020-05-28
4.08 BAIRD AGGREGATE BOND FUND INSTL CLASS N/L P 2015-12-29 2020-01-06
2.849 BAIRD AGGREGATE BOND FUND INSTL CLASS N/L P 2016-01-26 2020-01-06
12.025 BAIRD AGGREGATE BOND FUND INSTL CLASS N/L P 2016-02-23 2020-01-06
380.832 BAIRD AGGREGATE BOND FUND INSTL CLASS N/L P 2016-02-23 2020-04-02
4.928 BAIRD AGGREGATE BOND FUND INSTL CLASS N/L P 2016-02-26 2020-04-02
4.323 BAIRD AGGREGATE BOND FUND INSTL CLASS N/L P 2016-03-29 2020-04-02
4.273 BAIRD AGGREGATE BOND FUND INSTL CLASS N/L P 2016-04-26 2020-04-02
4.756 BAIRD AGGREGATE BOND FUND INSTL CLASS N/L P 2016-05-26 2020-04-02
4.591 BAIRD AGGREGATE BOND FUND INSTL CLASS N/L P 2016-06-28 2020-04-02
358.227 BAIRD AGGREGATE BOND FUND INSTL CLASS N/L P 2016-08-17 2020-04-02
4.228 BAIRD AGGREGATE BOND FUND INSTL CLASS N/L P 2016-07-26 2020-04-02
60.988 BAIRD AGGREGATE BOND FUND INSTL CLASS N/L P 2016-07-21 2020-04-02
11.434 CHAMPLAIN MID CAP FUND INSTITUTIONAL CLASS N/L P 2013-12-16 2020-12-28
33.462 CHAMPLAIN MID CAP FUND INSTITUTIONAL CLASS N/L P 2012-01-11 2020-04-02
5.83 CHAMPLAIN MID CAP FUND INSTITUTIONAL CLASS N/L P 2012-12-17 2020-04-02
10.323 CHAMPLAIN MID CAP FUND INSTITUTIONAL CLASS N/L P 2012-01-11 2020-01-06
32.315 CHAMPLAIN MID CAP FUND INSTITUTIONAL CLASS N/L P 2013-12-16 2020-12-28
3.307 CHAMPLAIN MID CAP FUND INSTITUTIONAL CLASS N/L P 2012-12-17 2020-12-28
11.245 CHAMPLAIN MID CAP FUND INSTITUTIONAL CLASS N/L P 2012-12-17 2020-08-27
5.254 CHAMPLAIN MID CAP FUND INSTITUTIONAL CLASS N/L P 2012-12-17 2020-08-27
47.336 CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS I N/L P 2015-02-17 2020-04-02
15.222 CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS I N/L P 2015-02-17 2020-12-28
14.016 CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS I N/L P 2015-02-17 2020-01-06
35.098 CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS I N/L P 2015-02-17 2020-05-28
16.54 CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS I N/L P 2015-02-17 2020-08-27
17.773 DODGE & COX INCOME FUND N/L P 2011-06-29 2020-04-02
323.284 DODGE & COX INCOME FUND N/L P 2011-01-19 2020-04-02
26.194 DODGE & COX INCOME FUND N/L P 2011-03-30 2020-04-02
184.045 DODGE & COX INCOME FUND N/L P 2011-03-08 2020-04-02
359.137 FEDERATED HERMES SHORT TERM INCOME FD INSTL SHRS IS N/L P 2018-05-14 2020-05-28
488.532 FEDERATED HERMES SHORT TERM INCOME FD INSTL SHRS IS N/L P 2018-05-14 2020-04-02
71.43 GOLDMAN SACHS GQG PARTNERS INTL OPPORTUNITIES INST CL N/L P 2020-05-28 2020-08-27
28.298 JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS I N/L P 2014-02-10 2020-12-28
43.341 JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS I N/L P 2014-02-10 2020-05-28
55.108 LOOMIS SAYLES GROWTH FUND CLASS Y N/L - NATIXIS ADVISOR P 2013-07-18 2020-08-27
46.629 LOOMIS SAYLES GROWTH FUND CLASS Y N/L - NATIXIS ADVISOR P 2013-07-18 2020-05-28
128.003 LOOMIS SAYLES GROWTH FUND CLASS Y N/L - NATIXIS ADVISOR P 2013-07-18 2020-04-02
41.539 LOOMIS SAYLES GROWTH FUND CLASS Y N/L - NATIXIS ADVISOR P 2013-07-18 2020-01-06
214.364 METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I N/L P 2014-08-19 2020-05-28
893.458 METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I N/L P 2014-08-19 2020-04-02
18.895 METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I N/L P 2014-08-19 2020-01-06
0.803 METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I N/L P 2014-09-02 2020-05-28
0.71 METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I N/L P 2014-10-01 2020-05-28
14.073 MFS RESEARCH FUND CLASS I N/L P 2014-12-19 2020-05-28
15.872 MFS RESEARCH FUND CLASS I N/L P 2012-08-06 2020-01-06
4.581 MFS RESEARCH FUND CLASS I N/L P 2013-12-18 2020-05-28
0.578 MFS RESEARCH FUND CLASS I N/L P 2013-12-18 2020-05-28
38.949 MFS RESEARCH FUND CLASS I N/L P 2012-08-06 2020-04-02
3.914 MFS RESEARCH FUND CLASS I N/L P 2012-12-20 2020-04-02
7.635 MFS RESEARCH FUND CLASS I N/L P 2013-12-18 2020-05-28
1.281 MFS RESEARCH FUND CLASS I N/L P 2014-12-19 2020-08-27
2.481 MFS RESEARCH FUND CLASS I N/L P 2014-12-19 2020-08-27
9.389 MFS RESEARCH FUND CLASS I N/L P 2015-02-17 2020-08-27
0.755 MFS RESEARCH FUND CLASS I N/L P 2013-12-18 2020-04-02
6.851 MFS RESEARCH FUND CLASS I N/L P 2015-02-17 2020-12-28
2.427 MFS RESEARCH FUND CLASS I N/L P 2014-12-19 2020-08-27
113.051 PGIM ABSOLUTE RETURN BOND FUND CLASS Z N/L P 2015-02-17 2020-04-02
532.328 PIMCO LOW DURATION FUND CLASS I2 N/L P 2019-11-13 2020-04-02
394.823 PIMCO TOTAL RETURN FUND CLASS I2 N/L P 2017-11-13 2020-04-02
15.138 SEI U.S. MANAGED VOLATILITY FUND CLASS Y N/L P 2019-11-13 2020-01-06
17.211 SEI U.S. MANAGED VOLATILITY FUND CLASS Y N/L P 2019-11-13 2020-12-28
38.753 SEI U.S. MANAGED VOLATILITY FUND CLASS Y N/L P 2019-11-13 2020-05-28
64.321 SEI U.S. MANAGED VOLATILITY FUND CLASS Y N/L P 2019-11-13 2020-04-02
68.429 T. ROWE PRICE OVERSEAS STOCK FUND INVESTOR CLASS N/L P 2020-05-28 2020-12-28
62.274 T. ROWE PRICE OVERSEAS STOCK FUND INVESTOR CLASS N/L P 2020-05-28 2020-08-27
30.916 T. ROWE PRICE SMALL CAP VALUE FUND INVESTOR CLASS N/L P 2010-03-16 2020-12-28
5.617 T. ROWE PRICE SMALL CAP VALUE FUND INVESTOR CLASS N/L P 2010-03-16 2020-08-27
8.548 T. ROWE PRICE SMALL CAP VALUE FUND INVESTOR CLASS N/L P 2009-03-23 2020-01-06
23.884 T. ROWE PRICE SMALL CAP VALUE FUND INVESTOR CLASS N/L P 2009-03-23 2020-05-28
2.957 T. ROWE PRICE SMALL CAP VALUE FUND INVESTOR CLASS N/L P 2009-12-16 2020-05-28
0.941 T. ROWE PRICE SMALL CAP VALUE FUND INVESTOR CLASS N/L P 2009-12-16 2020-05-28
2.205 T. ROWE PRICE SMALL CAP VALUE FUND INVESTOR CLASS N/L P 2010-03-16 2020-05-28
13.65 T. ROWE PRICE U.S. EQUITY RESEARCH FD INVSTR CL N/L P 2019-08-13 2020-12-28
39.086 T. ROWE PRICE U.S. EQUITY RESEARCH FD INVSTR CL N/L P 2019-08-13 2020-05-28
49.778 T. ROWE PRICE U.S. EQUITY RESEARCH FD INVSTR CL N/L P 2019-08-13 2020-04-02
17.217 T. ROWE PRICE U.S. EQUITY RESEARCH FD INVSTR CL N/L P 2019-08-13 2020-01-06
26.648 T. ROWE PRICE U.S. EQUITY RESEARCH FD INVSTR CL N/L P 2019-08-13 2020-08-27
53.241 TRANSAMERICA HIGH YIELD BOND FUND CLASS I N/L P 2019-11-13 2020-12-28
126.886 TRANSAMERICA HIGH YIELD BOND FUND CLASS I N/L P 2019-11-13 2020-04-02
17.306 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2011-03-08 2020-01-06
52.354 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2011-03-08 2020-04-02
38.861 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2019-12-30 2020-05-28
71.601 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2011-03-08 2020-05-28
74.29 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2019-01-09 2020-05-28
30.922 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2018-12-28 2020-05-28
52.659 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2018-07-30 2020-05-28
164.007 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2018-05-14 2020-05-28
153.593 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2011-12-28 2020-05-28
18.065 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2012-12-18 2020-05-28
15.897 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2013-12-31 2020-05-28
62.215 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2014-05-05 2020-05-28
26.301 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2017-12-29 2020-05-28
150.608 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2017-11-13 2020-05-28
22.429 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2016-12-30 2020-05-28
26.963 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2016-07-21 2020-05-28
18.574 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2016-02-01 2020-05-28
23.256 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2014-12-31 2020-05-28
68.73 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2015-09-28 2020-05-28
68.021 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2011-12-20 2020-05-28
17.407 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2015-12-31 2020-05-28
59.296 WELLS FARGO INTERNATIONAL VALUE FUND CLASS I N/L P 2014-11-26 2020-05-28
1 ABBVIE INCORPORATED P 2017-07-21 2020-02-07
15 AECOM P 2019-10-17 2020-02-12
1 AECOM P 2019-10-17 2020-06-26
11 AKAMAI TECHNOLOGIES INCORPORATED P 2019-02-13 2020-10-22
4 AKAMAI TECHNOLOGIES INCORPORATED P 2020-04-20 2020-10-22
1 ALLSTATE CORPORATION P 2017-02-06 2020-10-27
2 AMGEN INCORPORATED P 2019-12-04 2020-10-14
1 AMGEN INCORPORATED P 2013-09-26 2020-10-14
1 AMGEN INCORPORATED P 2014-04-28 2020-10-14
1 AMGEN INCORPORATED P 2014-11-26 2020-10-14
1 AMGEN INCORPORATED P 2012-12-03 2020-10-14
2 ANTHEM INCORPORATED P 2018-02-07 2020-02-24
1 APPLE INCORPORATED P 2013-10-30 2020-06-26
3 APPLE INCORPORATED P 2013-10-30 2020-10-27
1 APPLIED MATLS INCORPORATED P 2019-10-28 2020-02-13
1 AT&T INCORPORATED P 2017-07-31 2020-06-26
2 AT&T INCORPORATED P 2017-07-31 2020-02-07
3 AVALONBAY CMNTYS INCORPORATED REIT P 2020-01-24 2020-05-08
4 AVALONBAY CMNTYS INCORPORATED REIT P 2020-01-24 2020-07-06
4 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW P 2018-10-04 2020-07-01
2 BIOGEN INCORPORATED P 2019-08-01 2020-06-04
7 BK OF AMERICA CORPORATION P 2016-10-05 2020-05-27
1 BK OF AMERICA CORPORATION P 2016-10-05 2020-02-13
1 BRISTOL-MYERS SQUIBB COMPANY P 2019-11-21 2020-07-27
1 BRISTOL-MYERS SQUIBB COMPANY P 2019-11-21 2020-06-26
1 BROADCOM INCORPORATED P 2019-03-22 2020-02-07
24 BRUKER CORPORATION P 2019-05-14 2020-02-12
4 CAMDEN PROPERTY TR SH BEN INT REIT P 2019-03-22 2020-07-29
5 CAMDEN PROPERTY TR SH BEN INT REIT P 2019-03-22 2020-04-20
7 CAPITAL ONE FINL CORPORATION P 2019-07-26 2020-04-01
7 CAPITAL ONE FINL CORPORATION P 2019-07-26 2020-05-08
2 CATERPILLAR INCORPORATED P 2017-08-30 2020-02-07
3 CATERPILLAR INCORPORATED P 2017-07-31 2020-02-07
11 CBRE GROUP INCORPORATED CLASS A P 2019-03-07 2020-04-20
9 CDW CORPORATION P 2018-09-18 2020-12-02
1 CDW CORPORATION P 2018-09-18 2020-10-27
6 CHEVRON CORPORATION NEW P 2016-07-15 2020-10-05
4 CHEVRON CORPORATION NEW P 2018-05-10 2020-10-05
1 CHEVRON CORPORATION NEW P 2016-07-15 2020-08-26
4 CHEVRON CORPORATION NEW P 2014-04-17 2020-08-26
15 CISCO SYSTEMS INCORPORATED P 2018-09-10 2020-10-05
1 CISCO SYSTEMS INCORPORATED P 2018-09-10 2020-06-26
1 COCA COLA COMPANY P 2018-12-11 2020-06-26
1 COCA COLA COMPANY P 2018-12-11 2020-02-13
8 CONCENTRIX CORPORATION P 2020-07-06 2020-12-14
1 CONOCOPHILLIPS P 2019-02-13 2020-02-13
1 COPART INCORPORATED P 2019-10-23 2020-02-13
8 COPART INCORPORATED P 2019-10-23 2020-11-16
2 COPART INCORPORATED P 2019-10-23 2020-12-18
5 COPART INCORPORATED P 2020-04-09 2020-12-18
1 D R HORTON INCORPORATED P 2020-02-24 2020-07-27
5 DANAHER CORPORATION P 2017-03-03 2020-05-27
1 DANAHER CORPORATION P 2017-03-03 2020-02-25
1 DANAHER CORPORATION P 2017-03-08 2020-05-27
9 DELTA AIR LINES INCORPORATED DEL COM NEW P 2013-02-07 2020-04-20
3 DELTA AIR LINES INCORPORATED DEL COM NEW P 2014-04-28 2020-04-20
1 DELTA AIR LINES INCORPORATED DEL COM NEW P 2014-11-26 2020-04-20
1 EBAY INCORPORATED. P 2020-07-01 2020-07-27
2 EOG RES INCORPORATED P 2016-12-01 2020-03-30
1 EOG RES INCORPORATED P 2016-10-05 2020-03-30
3 EOG RES INCORPORATED P 2017-03-30 2020-03-30
1 EXELON CORPORATION P 2017-03-21 2020-06-26
1 EXELON CORPORATION P 2017-03-21 2020-08-26
1 EXELON CORPORATION P 2017-03-21 2020-02-13
12 EXELON CORPORATION P 2018-07-11 2020-08-26
13 EXELON CORPORATION P 2018-06-18 2020-08-26
5 EXXON MOBIL CORPORATION P 2016-05-24 2020-03-06
4 EXXON MOBIL CORPORATION P 2016-05-12 2020-03-06
5 EXXON MOBIL CORPORATION P 2015-04-16 2020-03-06
1 FACEBOOK INCORPORATED CLASS A P 2016-05-12 2020-10-27
5 FISERV INCORPORATED P 2019-08-19 2020-10-05
1 FISERV INCORPORATED P 2019-08-23 2020-10-27
1 FISERV INCORPORATED P 2019-08-23 2020-10-05
1 FISERV INCORPORATED P 2019-08-19 2020-02-13
2 FREEPORT-MCMORAN INCORPORATED CLASS B P 2020-06-04 2020-07-27
6 GILEAD SCIENCES INCORPORATED P 2020-02-07 2020-04-09
5 GILEAD SCIENCES INCORPORATED P 2017-08-30 2020-04-09
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10 FORESCOUT TECHNOLOGIES INCORPORATED P 2019-08-29 2020-02-27
4 FORESCOUT TECHNOLOGIES INCORPORATED P 2018-11-20 2020-02-27
8 FORESCOUT TECHNOLOGIES INCORPORATED P 2018-10-26 2020-02-27
11 FORESCOUT TECHNOLOGIES INCORPORATED P 2018-10-19 2020-02-27
1 FORWARD AIR CORPORATION P 2018-10-19 2020-05-01
1 FORWARD AIR CORPORATION P 2018-10-19 2020-09-28
1 FOX FACTORY HLDG CORPORATION P 2018-10-19 2020-09-28
1 FOX FACTORY HLDG CORPORATION P 2018-10-19 2020-05-01
3 GLAUKOS CORPORATION P 2019-12-18 2020-03-31
3 GLAUKOS CORPORATION P 2019-09-18 2020-03-31
3 GLAUKOS CORPORATION P 2019-08-29 2020-03-31
1 GLAUKOS CORPORATION P 2019-06-18 2020-01-27
6 GLAUKOS CORPORATION P 2019-06-18 2020-03-24
5 GLAUKOS CORPORATION P 2019-07-29 2020-03-24
6 H & E EQUIPMENT SERVICES INCORPORATED P 2018-10-19 2020-09-28
1 HAIN CELESTIAL GROUP INCORPORATED P 2019-12-18 2020-09-28
3 HERON THERAPEUTICS INCORPORATED P 2018-10-23 2020-09-28
4 HERON THERAPEUTICS INCORPORATED P 2018-10-23 2020-01-27
2 HUBSPOT INCORPORATED P 2018-10-19 2020-11-10
2 HUBSPOT INCORPORATED P 2018-10-19 2020-10-27
1 HUBSPOT INCORPORATED P 2018-10-19 2020-09-28
7 HUDSON LIMITED COM CLASS A (BENIN) P 2018-11-20 2020-09-24
66 HUDSON LIMITED COM CLASS A (BENIN) P 2018-10-19 2020-09-24
1 ICON PLC SHS (IRELAND) P 2018-10-19 2020-09-16
3 ICON PLC SHS (IRELAND) P 2018-10-19 2020-10-27
6 IDEX CORPORATION P 2013-09-05 2020-10-27
1 IDEX CORPORATION P 2013-09-05 2020-05-01
1 IDEX CORPORATION P 2013-09-05 2020-11-10
1 IDEX CORPORATION P 2013-09-05 2020-05-22
2 INPHI CORPORATION P 2020-02-28 2020-12-21
2 INPHI CORPORATION P 2019-03-13 2020-12-21
25 INPHI CORPORATION P 2018-10-19 2020-12-21
6 INSPERITY INCORPORATED P 2019-12-18 2020-03-04
2 INSULET CORPORATION P 2018-10-19 2020-07-23
4 INSULET CORPORATION P 2018-10-19 2020-11-10
2 INSULET CORPORATION P 2018-10-19 2020-01-29
1 INSULET CORPORATION P 2018-10-19 2020-09-16
2 INSULET CORPORATION P 2018-10-19 2020-09-24
2 INSULET CORPORATION P 2018-10-19 2020-10-27
2 INVITAE CORPORATION P 2019-09-11 2020-09-16
2 INVITAE CORPORATION P 2019-09-19 2020-09-16
12 INVITAE CORPORATION P 2019-09-11 2020-02-11
1 LATTICE SEMICONDUCTOR CORPORATION P 2019-10-25 2020-09-28
11 LIVONGO HEALTH INCORPORATED P 2020-03-24 2020-10-27
1 MASONITE INTERNATIONAL CORPORATION (CANADA) P 2018-10-19 2020-09-28
1 MONOLITHIC PWR SYSTEMS INCORPORATED P 2018-10-19 2020-01-29
1 MONOLITHIC PWR SYSTEMS INCORPORATED P 2018-10-19 2020-05-01
2 MONOLITHIC PWR SYSTEMS INCORPORATED P 2018-10-19 2020-10-27
4 MONRO INCORPORATED P 2018-10-19 2020-01-29
1 MONRO INCORPORATED P 2018-10-19 2020-05-01
4 MRC GLOBAL INCORPORATED P 2018-10-19 2020-09-28
1 MTS SYSTEMS CORPORATION P 2018-10-19 2020-01-27
14 MTS SYSTEMS CORPORATION P 2018-10-19 2020-03-31
2 NATIONAL VISION HLDGS INCORPORATED P 2018-10-19 2020-09-28
1 NEW RELIC INCORPORATED P 2018-10-19 2020-09-28
9 NEWPARK RES INCORPORATED COM PAR $.01NEW P 2018-10-19 2020-01-27
7 NEWPARK RES INCORPORATED COM PAR $.01NEW P 2018-10-19 2020-09-28
1 NLIGHT INCORPORATED P 2018-10-19 2020-09-28
1 PACIRA BIOSCIENCES INCORPORATED P 2018-10-19 2020-09-28
1 PACIRA BIOSCIENCES INCORPORATED P 2018-10-19 2020-01-27
1 PAGERDUTY INCORPORATED P 2019-08-29 2020-09-28
1 PENUMBRA INCORPORATED P 2018-10-19 2020-01-27
13 PHREESIA INCORPORATED P 2019-08-29 2020-03-24
1 PJT PARTNERS INCORPORATED COM CLASS A P 2019-03-22 2020-09-28
6 PLURALSIGHT INCORPORATED COM CLASS A P 2019-07-29 2020-12-21
13 PLURALSIGHT INCORPORATED COM CLASS A P 2018-11-20 2020-12-21
1 QUALYS INCORPORATED P 2018-10-19 2020-05-01
1 RBC BEARINGS INCORPORATED P 2020-09-24 2020-09-28
1 REDFIN CORPORATION P 2018-10-19 2020-09-28
4 REVOLVE GROUP INCORPORATED CLASS A P 2019-08-29 2020-07-13
11 REVOLVE GROUP INCORPORATED CLASS A P 2019-08-12 2020-07-13
12 REVOLVE GROUP INCORPORATED CLASS A P 2019-07-29 2020-07-13
2 REVOLVE GROUP INCORPORATED CLASS A P 2019-06-07 2020-06-22
6 REVOLVE GROUP INCORPORATED CLASS A P 2019-06-07 2020-06-30
1 SHUTTERSTOCK INCORPORATED P 2018-10-19 2020-01-27
8 SHUTTERSTOCK INCORPORATED P 2018-10-19 2020-03-24
20 SHUTTERSTOCK INCORPORATED P 2018-10-19 2020-04-20
2 SILK RD MED INCORPORATED P 2019-10-16 2020-05-01
6 SURGERY PARTNERS INCORPORATED P 2018-10-19 2020-09-16
2 SYNEOS HEALTH INCORPORATED CLASS A P 2018-10-19 2020-09-28
1 SYNEOS HEALTH INCORPORATED CLASS A P 2018-10-19 2020-01-27
1 TENNANT COMPANY P 2018-10-19 2020-09-28
1 TENNANT COMPANY P 2018-10-19 2020-01-27
2 TREX COMPANY INCORPORATED P 2018-10-19 2020-05-22
2 TREX COMPANY INCORPORATED P 2018-10-19 2020-09-28
4 TREX COMPANY INCORPORATED P 2018-10-19 2020-07-23
4 TREX COMPANY INCORPORATED P 2018-10-19 2020-05-11
1 TREX COMPANY INCORPORATED P 2018-10-19 2020-01-27
6 TREX COMPANY INCORPORATED P 2018-10-19 2020-01-08
3 TRUPANION INCORPORATED P 2018-10-19 2020-09-16
1 US ECOLOGY INCORPORATED P 2018-10-19 2020-01-27
1 US ECOLOGY INCORPORATED P 2018-10-19 2020-09-28
1 VARONIS SYSTEMS INCORPORATED P 2018-10-19 2020-09-28
1 VIAVI SOLUTIONS INCORPORATED P 2018-10-19 2020-05-01
6 VIAVI SOLUTIONS INCORPORATED P 2018-10-19 2020-09-28
2 VOCERA COMMUNICATIONS INCORPORATED P 2018-10-19 2020-01-27
1 VOCERA COMMUNICATIONS INCORPORATED P 2018-10-19 2020-09-28
2 WESTERN ALLIANCE BANCORP P 2018-10-19 2020-09-28
2 WESTERN ALLIANCE BANCORP P 2018-10-19 2020-05-01
117 WISDOMTREE INVTS INCORPORATED P 2018-10-19 2020-03-26
2 WIX COM LIMITED SHS (ISRAEL) P 2018-10-19 2020-07-23
1 WIX COM LIMITED SHS (ISRAEL) P 2018-10-19 2020-05-01
2 WIX COM LIMITED SHS (ISRAEL) P 2018-10-19 2020-07-02
2 WIX COM LIMITED SHS (ISRAEL) P 2018-10-19 2020-11-10
2 WIX COM LIMITED SHS (ISRAEL) P 2018-10-19 2020-10-27
1 XPO LOGISTICS INCORPORATED P 2018-10-19 2020-05-01
1 XPO LOGISTICS INCORPORATED P 2018-10-19 2020-09-28
1 YEXT INCORPORATED P 2018-10-19 2020-09-28
2 YEXT INCORPORATED P 2018-10-19 2020-01-27
RAYMOND JAMES ACCT 78805252 P 2020-01-01 2020-12-31
(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 188   115 73
b 176   104 72
c 476   314 162
d 1,372   1,024 348
e 343   205 138
498   543 -45
122   133 -11
985   938 47
1,232   1,168 64
1,715   1,917 -202
302   346 -44
1,160   1,047 113
86   89 -3
178   156 22
232   220 12
2,147   2,523 -376
109   123 -14
264   270 -6
710   843 -133
53   53  
92   108 -16
112   109 3
230   175 55
337   195 142
415   391 24
539   485 54
46   43 3
32   30 2
135   130 5
4,322   4,105 217
56   53 3
49   47 2
49   46 3
54   52 2
52   51 1
4,066   3,987 79
48   47 1
692   678 14
290   164 126
540   384 156
94   69 25
213   119 94
820   462 358
84   39 45
258   133 125
120   62 58
948   988 -40
420   318 102
368   293 75
826   733 93
428   345 83
245   238 7
4,452   4,290 162
361   347 14
2,534   2,457 77
3,078   3,031 47
4,104   4,123 -19
1,243   1,061 182
653   504 149
804   772 32
1,272   455 817
894   385 509
2,042   1,056 986
769   343 426
2,444   2,328 116
9,935   9,703 232
207   205 2
9   9  
8   8  
641   553 88
759   449 310
209   166 43
26   21 5
1,474   1,102 372
148   116 32
348   276 72
66   50 16
128   97 31
485   377 108
29   27 2
359   275 84
125   95 30
923   1,088 -165
5,190   5,207 -17
4,161   4,037 124
273   274 -1
298   311 -13
603   701 -98
871   1,164 -293
818   657 161
668   598 70
1,639   982 657
244   178 66
409   175 234
929   488 441
115   85 30
37   27 10
86   70 16
498   381 117
1,141   1,092 49
1,203   1,390 -187
536   481 55
903   744 159
484   483 1
961   1,152 -191
256   238 18
546   720 -174
461   577 -116
849   985 -136
881   1,008 -127
367   397 -30
625   814 -189
1,945   2,652 -707
1,822   1,664 158
214   225 -11
189   236 -47
738   949 -211
312   416 -104
1,786   2,354 -568
266   292 -26
320   337 -17
220   222 -2
276   314 -38
815   861 -46
807   724 83
206   226 -20
703   862 -159
92   75 17
717   615 102
36   41 -5
1,188   775 413
432   426 6
90   78 12
477   467 10
239   114 125
239   112 127
239   163 76
239   89 150
559   480 79
360   75 285
350   56 294
68   57 11
29   39 -10
77   78 -1
492   657 -165
638   876 -238
712   870 -158
600   483 117
179   113 66
35   16 19
58   56 2
57   56 1
316   292 24
1,212   1,024 188
360   399 -39
418   499 -81
309   689 -380
435   689 -254
267   235 32
401   343 58
463   550 -87
1,179   803 376
125   89 36
433   641 -208
289   515 -226
85   107 -22
340   495 -155
578   704 -126
45   47 -2
44   49 -5
60   49 11
753   469 284
59   68 -9
103   83 20
929   663 266
243   166 77
606   380 226
65   61 4
791   435 356
152   87 65
158   87 71
212   132 80
71   109 -38
24   44 -20
56   53 3
70   211 -141
35   98 -63
105   295 -190
35   36 -1
37   36 1
50   36 14
444   510 -66
481   542 -61
237   448 -211
190   358 -168
237   438 -201
283   120 163
504   537 -33
98   106 -8
101   106 -5
121   107 14
27   20 7
438   415 23
365   405 -40
237   65 172
636   697 -61
549   583 -34
834   859 -25
388   249 139
388   295 93
139   116 23
24   16 8
67   53 14
58   53 5
720   793 -73
258   264 -6
671   627 44
614   608 6
35   42 -7
33   42 -9
348   378 -30
266   682 -416
145   95 50
137   47 90
100   47 53
585   559 26
91   75 16
83   75 8
90   75 15
442   376 66
72   62 10
705   546 159
94   53 41
761   787 -26
334   177 157
152   119 33
71   54 17
949   880 69
80   45 35
79   45 34
52   38 14
60   45 15
51   45 6
212   54 158
202   47 155
169   44 125
184   44 140
184   44 140
553   133 420
971   746 225
152   115 37
409   248 161
97   233 -136
243   465 -222
178   412 -234
530   457 73
636   613 23
453   549 -96
91   109 -18
467   667 -200
552   363 189
138   88 50
125   88 37
143   88 55
585   359 226
100   60 40
93   60 33
43   33 10
92   66 26
32   33 -1
90   87 3
721   411 310
1   1  
1,011   680 331
541   720 -179
602   777 -175
405   415 -10
529   630 -101
34   33 1
62   60 2
699   656 43
666   304 362
758   455 303
534   681 -147
80   82 -2
415   574 -159
107   345 -238
209   606 -397
214   751 -537
348   140 208
84   92 -8
57   92 -35
398   673 -275
61   49 12
365   271 94
365   288 77
61   49 12
57   48 9
58   48 10
35   58 -23
216   1,037 -821
191   113 78
793   450 343
114   70 44
1,112   1,386 -274
518   541 -23
549   618 -69
2,098   1,958 140
2,254   2,018 236
2,099   2,013 86
2,074   2,012 62
2,074   2,012 62
2,093   2,013 80
2,086   1,995 91
2,159   1,994 165
2,217   1,922 295
595   597 -2
595   618 -23
480   488 -8
721   721  
480   488 -8
699   714 -15
501   511 -10
807   801 6
797   818 -21
562   556 6
2,066   2,012 54
2,065   2,015 50
2,019   1,999 20
2,150   2,000 150
2,027   2,004 23
1,993   1,995 -2
17   17  
2,072   2,025 47
2,094   1,891 203
2,177   1,992 185
2,140   1,996 144
2,052   2,011 41
2,170   1,998 172
1,094   995 99
1,094   988 106
2,030   1,979 51
1,089   995 94
1,045   1,016 29
1,055   1,024 31
1,045   1,024 21
2,324   1,946 378
2,321   1,992 329
2,303   1,986 317
2,172   2,013 159
2,229   2,009 220
2,131   1,990 141
2,136   1,993 143
2,135   1,989 146
147   174 -27
293   421 -128
147   165 -18
446   157 289
604   236 368
651   275 376
82   67 15
101   89 12
1,962   1,628 334
299   233 66
281   236 45
230   118 112
244   118 126
497   435 62
91   99 -8
249   298 -49
83   72 11
331   282 49
707   462 245
220   154 66
890   625 265
660   363 297
282   161 121
168   97 71
56   32 24
27   36 -9
214   291 -77
235   241 -6
23   24 -1
45   35 10
831   555 276
161   160 1
317   320 -3
73   120 -47
256   340 -84
73   101 -28
267   327 -60
73   92 -19
73   120 -47
65   58 7
335   310 25
472   441 31
58   58  
38   65 -27
26   42 -16
256   240 16
453   315 138
566   396 170
769   554 215
91   269 -178
617   1,600 -983
472   1,376 -904
336   756 -420
188   325 -137
108   237 -129
215   425 -210
145   236 -91
693   1,178 -485
635   824 -189
67   118 -51
129   154 -25
259   309 -50
258   284 -26
6   43 -37
123   870 -747
75   379 -304
1,200   1,981 -781
128   179 -51
77   108 -31
65   349 -284
71   389 -318
169   969 -800
37   224 -187
52   218 -166
179   249 -70
290   304 -14
161   152 9
168   862 -694
72   55 17
93   55 38
193   110 83
537   613 -76
46   42 4
289   192 97
49   38 11
113   169 -56
51   37 14
86   74 12
137   110 27
816   588 228
39   57 -18
78   124 -46
155   263 -108
116   223 -107
39   48 -9
78   106 -28
81   56 25
669   394 275
485   295 190
162   102 60
159   102 57
39   40 -1
307   617 -310
218   703 -485
675   1,332 -657
326   884 -558
152   432 -280
69   185 -116
162   430 -268
54   56 -2
188   183 5
27   32 -5
330   303 27
78   73 5
235   231 4
468   442 26
147   154 -7
295   315 -20
313   294 19
83   79 4
313   299 14
745   677 68
83   76 7
248   229 19
496   448 48
157   150 7
78   76 2
314   294 20
83   72 11
11   23 -12
11   23 -12
34   58 -24
17   36 -19
77   106 -29
154   232 -78
8   18 -10
8   24 -16
126   289 -163
37   67 -30
322   255 67
274   191 83
162   127 35
337   255 82
320   219 101
205   181 24
107   64 43
757   397 360
1,562   1,244 318
413   323 90
140   112 28
640   508 132
272   220 52
26   35 -9
187   484 -297
27   70 -43
64   157 -93
261   666 -405
226   610 -384
64   177 -113
42   118 -76
65   64 1
97   246 -149
32   83 -51
226   573 -347
65   176 -111
170   352 -182
298   522 -224
217   291 -74
658   801 -143
170   291 -121
214   146 68
277   146 131
238   131 107
576   339 237
126   83 43
189   127 62
554   366 188
504   318 186
108   64 44
620   411 209
49   38 11
588   387 201
270   339 -69
240   317 -77
90   130 -40
30   32 -2
151   128 23
147   97 50
120   148 -28
99   88 11
100   88 12
136   150 -14
83   92 -9
42   53 -11
42   43 -1
51   55 -4
476   120 356
238   60 178
769   180 589
272   60 212
1,331   465 866
995   465 530
162   58 104
153   135 18
1,192   801 391
592   398 194
153   133 20
140   133 7
94   232 -138
63   141 -78
157   393 -236
63   132 -69
31   68 -37
47   125 -78
63   173 -110
31   96 -65
94   209 -115
220   655 -435
31   86 -55
740   350 390
529   359 170
148   94 54
141   94 47
111   41 70
111   43 68
45   69 -24
157   245 -88
135   205 -70
11   17 -6
45   69 -24
79   117 -38
625   327 298
21   17 4
392   253 139
226   386 -160
158   315 -157
262   469 -207
643   456 187
133   114 19
78   240 -162
137   252 -115
127   372 -245
80   179 -99
28   65 -37
55   149 -94
96   193 -97
87   163 -76
365   215 150
764   431 333
796   431 365
383   215 168
729   484 245
151   176 -25
151   212 -61
76   95 -19
131   212 -81
227   258 -31
378   399 -21
303   351 -48
159   329 -170
196   313 -117
199   260 -61
327   411 -84
92   92  
266   277 -11
184   195 -11
280   277 3
92   83 9
87   49 38
1,287   945 342
347   213 134
420   292 128
847   374 473
219   94 125
198   94 104
199   94 105
103   84 19
205   168 37
80   46 34
154   92 62
77   46 31
94   166 -72
290   599 -309
97   166 -69
283   501 -218
37   48 -11
365   301 64
63   63  
52   42 10
221   41 180
186   41 145
682   160 522
546   160 386
367   80 287
179   40 139
201   41 160
215   41 174
310   442 -132
62   82 -20
186   246 -60
82   49 33
109   78 31
93   80 13
114   121 -7
536   546 -10
60   61 -1
121   77 44
257   225 32
335   300 35
210   158 52
490   381 109
259   217 42
107   657 -550
119   684 -565
24   105 -81
246   383 -137
168   233 -65
169   201 -32
197   286 -89
347   402 -55
295   506 -211
246   401 -155
147   233 -86
8   8  
217   174 43
30   24 6
39   32 7
24   23 1
171   166 5
55   102 -47
36   71 -35
36   70 -34
25   35 -10
91   173 -82
123   179 -56
25   35 -10
77   71 6
91   174 -83
73   141 -68
154   134 20
32   49 -17
32   48 -16
42   60 -18
148   216 -68
370   526 -156
137   71 66
137   71 66
278   241 37
79   67 12
795   668 127
64   60 4
129   115 14
536   402 134
70   67 3
105   86 19
75   57 18
404   316 88
192   144 48
110   85 25
456   226 230
304   151 153
150   76 74
26   29 -3
26   28 -2
26   31 -5
238   308 -70
26   37 -11
244   280 -36
186   200 -14
25   29 -4
221   256 -35
49   54 -5
27   31 -4
141   70 71
119   70 49
275   140 135
282   140 142
597   349 248
105   46 59
612   277 335
99   46 53
604   277 327
156   131 25
311   216 95
209   184 25
84   63 21
175   126 49
308   221 87
42   37 5
84   71 13
183   286 -103
184   357 -173
74   139 -65
110   197 -87
26   51 -25
78   155 -77
104   210 -106
26   66 -40
52   128 -76
52   131 -79
104   265 -161
295   195 100
147   99 48
293   197 96
165   297 -132
132   206 -74
99   189 -90
33   65 -32
198   360 -162
48   143 -95
8   20 -12
57   167 -110
50   139 -89
138   214 -76
169   257 -88
61   92 -31
21   59 -38
64   198 -134
123   189 -66
204   154 50
131   190 -59
28   35 -7
40   76 -36
203   304 -101
44   65 -21
134   203 -69
118   98 20
707   653 54
326   282 44
236   192 44
978   863 115
148   86 62
66   43 23
148   85 63
65   49 16
98   295 -197
195   590 -395
174   313 -139
228   301 -73
87   152 -65
116   201 -85
114   150 -36
228   300 -72
87   150 -63
495   437 58
292   219 73
726   750 -24
1,016   835 181
339   268 71
332   268 64
279   263 16
875   653 222
268   255 13
248   218 30
242   225 17
558   521 37
248   225 23
242   243 -1
661   380 281
66   40 26
331   364 -33
331   194 137
567   339 228
216   123 93
432   310 122
85   22 63
327   65 262
175   67 108
151   67 84
314   135 179
307   135 172
611   276 335
113   64 49
112   75 37
305   149 156
153   75 78
99   95 4
288   97 191
154   48 106
719   253 466
540   195 345
460   167 293
72   31 41
573   466 107
357   573 -216
60   104 -44
1,369   2,411 -1,042
333   472 -139
179   329 -150
30   49 -19
253   156 97
105   65 40
100   64 36
65   39 26
131   77 54
53   35 18
124   96 28
53   32 21
186   69 117
631   276 355
472   488 -16
290   192 98
472   434 38
903   697 206
413   748 -335
138   232 -94
126   222 -96
251   445 -194
209   307 -98
126   164 -38
283   468 -185
66   117 -51
197   345 -148
120   221 -101
283   498 -215
30   62 -32
241   433 -192
248   442 -194
283   484 -201
347   274 73
228   190 38
109   89 20
58   48 10
66   51 15
5   5  
1   1  
2   2  
94   88 6
1   1  
66   58 8
       
2   2  
17   16 1
33   32 1
24   22 2
20   18 2
2   2  
12   10 2
88   72 16
317   235 82
53   55 -2
123   81 42
18   27 -9
271   154 117
102   51 51
256   528 -272
128   270 -142
77   142 -65
106   230 -124
49   54 -5
1,032   1,114 -82
85   162 -77
283   556 -273
481   920 -439
359   724 -365
80   161 -81
27   54 -27
160   328 -168
53   108 -55
26   54 -28
295   290 5
198   370 -172
167   120 47
161   179 -18
42   57 -15
430   291 139
123   69 54
133   138 -5
199   270 -71
40   25 15
356   249 107
63   36 27
224   68 156
1,153   270 883
291   68 223
412   135 277
1,150   270 880
192   67 125
78   106 -28
361   91 270
756   170 586
377   91 286
48   40 8
67   101 -34
52   47 5
92   106 -14
81   81  
104   57 47
190   222 -32
277   309 -32
270   340 -70
328   442 -114
142   207 -65
392   412 -20
78   117 -39
94   101 -7
293   243 50
60   215 -155
239   952 -713
137   259 -122
109   452 -343
81   324 -243
81   309 -228
112   140 -28
38   35 3
92   43 49
366   164 202
73   24 49
109   148 -39
89   52 37
133   170 -37
59   95 -36
267   561 -294
151   281 -130
281   575 -294
248   110 138
293   138 155
418   166 252
93   84 9
46   42 4
40   35 5
258   261 -3
18   20 -2
494   555 -61
237   259 -22
182   230 -48
189   184 5
78   56 22
18   20 -2
90   94 -4
234   157 77
125   76 49
52   82 -30
126   102 24
266   204 62
26   23 3
49   42 7
68   33 35
329   166 163
230   132 98
282   166 116
210   128 82
78   38 40
350   222 128
131   49 82
93   95 -2
138   95 43
66   47 19
396   258 138
86   135 -49
308   361 -53
457   279 178
249   155 94
136   77 59
181   125 56
340   226 114
243   157 86
90   84 6
38   34 4
258   139 119
88   51 37
110   63 47
175   120 55
280   169 111
225   169 56
96   84 12
242   168 74
381   265 116
192   165 27
315   219 96
216   617 -401
163   513 -350
11   38 -27
16   42 -26
53   197 -144
51   229 -178
59   192 -133
80   296 -216
186   720 -534
121   236 -115
75   45 30
440   315 125
213   266 -53
429   516 -87
294   342 -48
107   114 -7
322   334 -12
263   254 9
353   521 -168
54   69 -15
42   34 8
74   47 27
122   70 52
14   8 6
186   453 -267
152   332 -180
203   354 -151
219   430 -211
161   308 -147
309   544 -235
103   47 56
95   96 -1
292   111 181
521   129 392
68   18 50
114   94 20
299   270 29
101   133 -32
117   126 -9
11   21 -10
129   236 -107
117   205 -88
47   82 -35
67   119 -52
199   127 72
107   77 30
51   73 -22
108   164 -56
9   9  
289   123 166
98   100 -2
23   26 -3
352   393 -41
70   73 -3
93   99 -6
84   99 -15
52   46 6
100   153 -53
38   58 -20
45   29 16
20   29 -9
34   33 1
215   293 -78
255   409 -154
51   81 -30
72   98 -26
192   245 -53
102   147 -45
162   196 -34
149   127 22
163   127 36
142   51 91
782   254 528
603   203 400
302   147 155
79   49 30
758   441 317
1,086   589 497
172   98 74
88   113 -25
71   98 -27
49   31 18
78   55 23
325   351 -26
130   97 33
260   222 38
358   318 40
48   63 -15
57   63 -6
75   57 18
48   57 -9
94   171 -77
94   217 -123
94   195 -101
57   77 -20
185   465 -280
154   381 -227
120   153 -33
34   25 9
46   81 -35
92   109 -17
675   259 416
611   259 352
301   129 172
53   130 -77
498   1,393 -895
188   142 46
568   425 143
1,127   367 760
151   61 90
194   61 133
150   61 89
316   147 169
316   88 228
3,955   824 3,131
400   509 -109
408   176 232
1,024   351 673
389   176 213
225   88 137
437   176 261
495   176 319
80   40 40
80   43 37
295   243 52
29   19 10
1,564   251 1,313
96   55 41
180   114 66
193   114 79
639   229 410
283   260 23
53   65 -12
19   66 -47
52   52  
314   732 -418
76   83 -7
56   85 -29
48   83 -35
9   65 -56
23   17 6
60   47 13
44   47 -3
27   38 -11
174   136 38
238   349 -111
60   40 20
122   184 -62
265   251 14
101   74 27
123   118 5
49   16 33
65   93 -28
179   295 -116
195   420 -225
32   53 -21
89   158 -69
44   44  
269   356 -87
701   889 -188
85   67 18
144   89 55
108   92 16
63   46 17
62   64 -2
81   64 17
253   120 133
141   60 81
536   241 295
466   241 225
98   60 38
570   361 209
222   82 140
55   68 -13
32   68 -36
115   64 51
12   12  
72   72  
44   63 -19
29   31 -2
65   100 -35
69   100 -31
295   837 -542
540   189 351
130   95 35
543   189 354
484   189 295
533   292 241
64   94 -30
87   94 -7
15   19 -4
19   37 -18
21,104   21,104  
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       73
b       72
c       162
d       348
e       138
      -45
      -11
      47
      64
      -202
      -44
      113
      -3
      22
      12
      -376
      -14
      -6
      -133
       
      -16
      3
      55
      142
      24
      54
      3
      2
      5
      217
      3
      2
      3
      2
      1
      79
      1
      14
      126
      156
      25
      94
      358
      45
      125
      58
      -40
      102
      75
      93
      83
      7
      162
      14
      77
      47
      -19
      182
      149
      32
      817
      509
      986
      426
      116
      232
      2
       
       
      88
      310
      43
      5
      372
      32
      72
      16
      31
      108
      2
      84
      30
      -165
      -17
      124
      -1
      -13
      -98
      -293
      161
      70
      657
      66
      234
      441
      30
      10
      16
      117
      49
      -187
      55
      159
      1
      -191
      18
      -174
      -116
      -136
      -127
      -30
      -189
      -707
      158
      -11
      -47
      -211
      -104
      -568
      -26
      -17
      -2
      -38
      -46
      83
      -20
      -159
      17
      102
      -5
      413
      6
      12
      10
      125
      127
      76
      150
      79
      285
      294
      11
      -10
      -1
      -165
      -238
      -158
      117
      66
      19
      2
      1
      24
      188
      -39
      -81
      -380
      -254
      32
      58
      -87
      376
      36
      -208
      -226
      -22
      -155
      -126
      -2
      -5
      11
      284
      -9
      20
      266
      77
      226
      4
      356
      65
      71
      80
      -38
      -20
      3
      -141
      -63
      -190
      -1
      1
      14
      -66
      -61
      -211
      -168
      -201
      163
      -33
      -8
      -5
      14
      7
      23
      -40
      172
      -61
      -34
      -25
      139
      93
      23
      8
      14
      5
      -73
      -6
      44
      6
      -7
      -9
      -30
      -416
      50
      90
      53
      26
      16
      8
      15
      66
      10
      159
      41
      -26
      157
      33
      17
      69
      35
      34
      14
      15
      6
      158
      155
      125
      140
      140
      420
      225
      37
      161
      -136
      -222
      -234
      73
      23
      -96
      -18
      -200
      189
      50
      37
      55
      226
      40
      33
      10
      26
      -1
      3
      310
       
      331
      -179
      -175
      -10
      -101
      1
      2
      43
      362
      303
      -147
      -2
      -159
      -238
      -397
      -537
      208
      -8
      -35
      -275
      12
      94
      77
      12
      9
      10
      -23
      -821
      78
      343
      44
      -274
      -23
      -69
      140
      236
      86
      62
      62
      80
      91
      165
      295
      -2
      -23
      -8
       
      -8
      -15
      -10
      6
      -21
      6
      54
      50
      20
      150
      23
      -2
       
      47
      203
      185
      144
      41
      172
      99
      106
      51
      94
      29
      31
      21
      378
      329
      317
      159
      220
      141
      143
      146
      -27
      -128
      -18
      289
      368
      376
      15
      12
      334
      66
      45
      112
      126
      62
      -8
      -49
      11
      49
      245
      66
      265
      297
      121
      71
      24
      -9
      -77
      -6
      -1
      10
      276
      1
      -3
      -47
      -84
      -28
      -60
      -19
      -47
      7
      25
      31
       
      -27
      -16
      16
      138
      170
      215
      -178
      -983
      -904
      -420
      -137
      -129
      -210
      -91
      -485
      -189
      -51
      -25
      -50
      -26
      -37
      -747
      -304
      -781
      -51
      -31
      -284
      -318
      -800
      -187
      -166
      -70
      -14
      9
      -694
      17
      38
      83
      -76
      4
      97
      11
      -56
      14
      12
      27
      228
      -18
      -46
      -108
      -107
      -9
      -28
      25
      275
      190
      60
      57
      -1
      -310
      -485
      -657
      -558
      -280
      -116
      -268
      -2
      5
      -5
      27
      5
      4
      26
      -7
      -20
      19
      4
      14
      68
      7
      19
      48
      7
      2
      20
      11
      -12
      -12
      -24
      -19
      -29
      -78
      -10
      -16
      -163
      -30
      67
      83
      35
      82
      101
      24
      43
      360
      318
      90
      28
      132
      52
      -9
      -297
      -43
      -93
      -405
      -384
      -113
      -76
      1
      -149
      -51
      -347
      -111
      -182
      -224
      -74
      -143
      -121
      68
      131
      107
      237
      43
      62
      188
      186
      44
      209
      11
      201
      -69
      -77
      -40
      -2
      23
      50
      -28
      11
      12
      -14
      -9
      -11
      -1
      -4
      356
      178
      589
      212
      866
      530
      104
      18
      391
      194
      20
      7
      -138
      -78
      -236
      -69
      -37
      -78
      -110
      -65
      -115
      -435
      -55
      390
      170
      54
      47
      70
      68
      -24
      -88
      -70
      -6
      -24
      -38
      298
      4
      139
      -160
      -157
      -207
      187
      19
      -162
      -115
      -245
      -99
      -37
      -94
      -97
      -76
      150
      333
      365
      168
      245
      -25
      -61
      -19
      -81
      -31
      -21
      -48
      -170
      -117
      -61
      -84
       
      -11
      -11
      3
      9
      38
      342
      134
      128
      473
      125
      104
      105
      19
      37
      34
      62
      31
      -72
      -309
      -69
      -218
      -11
      64
       
      10
      180
      145
      522
      386
      287
      139
      160
      174
      -132
      -20
      -60
      33
      31
      13
      -7
      -10
      -1
      44
      32
      35
      52
      109
      42
      -550
      -565
      -81
      -137
      -65
      -32
      -89
      -55
      -211
      -155
      -86
       
      43
      6
      7
      1
      5
      -47
      -35
      -34
      -10
      -82
      -56
      -10
      6
      -83
      -68
      20
      -17
      -16
      -18
      -68
      -156
      66
      66
      37
      12
      127
      4
      14
      134
      3
      19
      18
      88
      48
      25
      230
      153
      74
      -3
      -2
      -5
      -70
      -11
      -36
      -14
      -4
      -35
      -5
      -4
      71
      49
      135
      142
      248
      59
      335
      53
      327
      25
      95
      25
      21
      49
      87
      5
      13
      -103
      -173
      -65
      -87
      -25
      -77
      -106
      -40
      -76
      -79
      -161
      100
      48
      96
      -132
      -74
      -90
      -32
      -162
      -95
      -12
      -110
      -89
      -76
      -88
      -31
      -38
      -134
      -66
      50
      -59
      -7
      -36
      -101
      -21
      -69
      20
      54
      44
      44
      115
      62
      23
      63
      16
      -197
      -395
      -139
      -73
      -65
      -85
      -36
      -72
      -63
      58
      73
      -24
      181
      71
      64
      16
      222
      13
      30
      17
      37
      23
      -1
      281
      26
      -33
      137
      228
      93
      122
      63
      262
      108
      84
      179
      172
      335
      49
      37
      156
      78
      4
      191
      106
      466
      345
      293
      41
      107
      -216
      -44
      -1,042
      -139
      -150
      -19
      97
      40
      36
      26
      54
      18
      28
      21
      117
      355
      -16
      98
      38
      206
      -335
      -94
      -96
      -194
      -98
      -38
      -185
      -51
      -148
      -101
      -215
      -32
      -192
      -194
      -201
      73
      38
      20
      10
      15
       
       
       
      6
       
      8
       
       
      1
      1
      2
      2
       
      2
      16
      82
      -2
      42
      -9
      117
      51
      -272
      -142
      -65
      -124
      -5
      -82
      -77
      -273
      -439
      -365
      -81
      -27
      -168
      -55
      -28
      5
      -172
      47
      -18
      -15
      139
      54
      -5
      -71
      15
      107
      27
      156
      883
      223
      277
      880
      125
      -28
      270
      586
      286
      8
      -34
      5
      -14
       
      47
      -32
      -32
      -70
      -114
      -65
      -20
      -39
      -7
      50
      -155
      -713
      -122
      -343
      -243
      -228
      -28
      3
      49
      202
      49
      -39
      37
      -37
      -36
      -294
      -130
      -294
      138
      155
      252
      9
      4
      5
      -3
      -2
      -61
      -22
      -48
      5
      22
      -2
      -4
      77
      49
      -30
      24
      62
      3
      7
      35
      163
      98
      116
      82
      40
      128
      82
      -2
      43
      19
      138
      -49
      -53
      178
      94
      59
      56
      114
      86
      6
      4
      119
      37
      47
      55
      111
      56
      12
      74
      116
      27
      96
      -401
      -350
      -27
      -26
      -144
      -178
      -133
      -216
      -534
      -115
      30
      125
      -53
      -87
      -48
      -7
      -12
      9
      -168
      -15
      8
      27
      52
      6
      -267
      -180
      -151
      -211
      -147
      -235
      56
      -1
      181
      392
      50
      20
      29
      -32
      -9
      -10
      -107
      -88
      -35
      -52
      72
      30
      -22
      -56
       
      166
      -2
      -3
      -41
      -3
      -6
      -15
      6
      -53
      -20
      16
      -9
      1
      -78
      -154
      -30
      -26
      -53
      -45
      -34
      22
      36
      91
      528
      400
      155
      30
      317
      497
      74
      -25
      -27
      18
      23
      -26
      33
      38
      40
      -15
      -6
      18
      -9
      -77
      -123
      -101
      -20
      -280
      -227
      -33
      9
      -35
      -17
      416
      352
      172
      -77
      -895
      46
      143
      760
      90
      133
      89
      169
      228
      3,131
      -109
      232
      673
      213
      137
      261
      319
      40
      37
      52
      10
      1,313
      41
      66
      79
      410
      23
      -12
      -47
       
      -418
      -7
      -29
      -35
      -56
      6
      13
      -3
      -11
      38
      -111
      20
      -62
      14
      27
      5
      33
      -28
      -116
      -225
      -21
      -69
       
      -87
      -188
      18
      55
      16
      17
      -2
      17
      133
      81
      295
      225
      38
      209
      140
      -13
      -36
      51
       
       
      -19
      -2
      -35
      -31
      -542
      351
      35
      354
      295
      241
      -30
      -7
      -4
      -18
       
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 18,557
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 -8,484
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................................ 1 318
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........................... 3 318
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- ..... 5 318
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
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  
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 9 318
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bulletVA
    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 ofbulletPHILIP S HUNTER Telephone no.bullet (703) 834-2162

    Located atbullet781 KEITHLEY DRIVEGREAT FALLSVA ZIP+4bullet22066
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PHILIP S HUNTER President
    0.00     		0    
    781 KEITHLEY DRIVE
    GREAT FALLS,VA220661018
    PAUL L HUNTER Secretary
    0.00     		0    
    11491 SUNSET HILLS RD
    RESTON,VA22090
    DIANA B HUNTER Director
    0.00     		0    
    11491 SUNSET HILLS RD
    RESTON,VA22090
    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  
    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
    1,770,971
    b
    Average of monthly cash balances.......................
    1b
    53,203
    c
    Fair market value of all other assets (see instructions)................
    1c
    8,295
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,832,469
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,832,469
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    27,487
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,804,982
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    90,249
    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
    90,249
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    318
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    318
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    89,931
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    89,931
    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
    89,931
    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
    65,000
    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
    65,000
    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
    65,000
    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 89,931
    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...... 19,845
    d From 2018...... 65,000
    e From 2019...... 8,857
    fTotal of lines 3a through e........ 93,702
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 65,000
    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)........     		0
    d Applied to 2020 distributable amount..... 65,000
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020. 24,931 24,931
    (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 68,771
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    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 ......     		68,771
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 59,914
    d Excess from 2019.... 8,857
    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).)
    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
    ALZHEIMER ASSOCIATION
    225 N MICHIGAN AVENUE
    CHICAGO,IL60601     		NONE PC GENERAL PURPOSES 15,000
    AMERICAN RED CROSS NATIONAL AREA CH
    8550 ARLINGTON BLVD
    FAIRFAX,VA22031     		NONE PC GENERAL PURPOSES 20,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY10001     		NONE PC GENERAL PURPOSES 15,000
    AMERICAN PARKINSON DISEASE ASSN
    135 PARKINSON AVENUE
    STATEN ISLAND,NY10305     		NONE PC GENERAL PURPOSES 5,000
    SALVATION ARMY - NATIONAL CAP AREA
    2626 PENNSYLVANIA AVE
    WASHINGON,DC20037     		NONE PC GENERAL PURPOSES 10,000
    Total .................................bullet 3a 65,000
    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 27,415  
    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 ............     		        18,557
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   27,415 18,557
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    45,972
    (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: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    HUNTER FAMILY FOUNDATION
    EIN:
    54-1525152
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,200 3,200 3,200 0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HUNTER FAMILY FOUNDATION
    EIN:
    54-1525152
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    RAYMOND JAMES ACCT 78805054 101,126 159,319
    RAYMOND JAMES ACCT 78805266 285,794 359,836
    RAYMOND JAMES ACCT 78921039 86,420 124,391
    RAYMOND JAMES ACCT 7900V841 100,893 151,000

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HUNTER FAMILY FOUNDATION
    EIN:
    54-1525152
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    RAYMOND JAMES ACCT 49576543 AT COST 125,727 200,539
    RAYMOND JAMES ACCT 78805252 AT COST 171,397 178,074

    TY 2020 OtherExpensesSchedule
    Name:
    HUNTER FAMILY FOUNDATION
    EIN:
    54-1525152
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE 817 817 817  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HUNTER FAMILY FOUNDATION
    EIN:
    54-1525152
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ASSET MANAGEMENT FEES 18,345 18,345 18,345 0


    TY 2020 TaxesSchedule
    Name:
    HUNTER FAMILY FOUNDATION
    EIN:
    54-1525152
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 539 539 539  
    OTHER TAXES 160 160 160