Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
ORPAH H GRAYBILL ITUA
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2907 - MC 100-01-02-50
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILSON, NC278942907
A Employer identification number

35-7239926
B Telephone number (see instructions)

(844) 382-3122
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$4,585,213
J 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) 462,498
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 74,679 41,137  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -35,079
b Gross sales price for all assets on line 6a 3,747,124
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 4,112    
12 Total. Add lines 1 through 11........ 506,210 41,137  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 49,844 24,922   24,922
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 561 0 0 561
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 4,579 594   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)....... 7 7    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 54,991 25,523 0 25,483
25 Contributions, gifts, grants paid....... 1,337,736 1,337,736
26 Total expenses and disbursements. Add lines 24 and 25 1,392,727 25,523 0 1,363,219
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -886,517
b Net investment income (if negative, enter -0-) 15,614
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............. 9,111 66 66
2 Savings and temporary cash investments......... 84,949 687,913 687,913
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.......... 5,993    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,310,218 Click to see attachment1,110,122 1,348,756
c Investments—corporate bonds (attach schedule)....... 2,596,363 Click to see attachment1,497,519 1,540,892
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment824,201 1,007,586
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) 5,006,634 4,119,821 4,585,213
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........ 5,006,634 4,119,821
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)..... 5,006,634 4,119,821
30 Total liabilities and net assets/fund balances (see instructions). 5,006,634 4,119,821
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
5,006,634
2
Enter amount from Part I, line 27a .....................
2
-886,517
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
661
4
Add lines 1, 2, and 3 ..........................
4
4,120,778
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
957
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,119,821
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 25000. LYCOMING CNTY PA W&S 2.450% 11/15/23   2019-05-20 2020-01-22
b 40000. DANIEL BOONE PA SD 2.000% 08/15/20   2019-05-20 2020-02-18
c 75000. YORK PA SUBURBAN SCH DIST DTD 02/23/2015   2019-05-20 2020-02-18
d 834.136 ARTISAN MID CAP FUND-INS   2019-05-20 2020-03-18
e 51. BRISTOL MYERS SQUIBB COMPANY   2019-12-19 2020-03-18
445. CENTERPOINT ENERGY INC   2019-05-20 2020-03-18
214. CENTERPOINT ENERGY INC   2019-12-19 2020-03-18
46. CISCO SYSTEMS   2019-12-19 2020-03-18
358. CISCO SYSTEMS   2019-05-20 2020-03-18
502. CITIZENS FINANCIAL GROUP INC   2019-05-20 2020-03-18
61. CITIZENS FINANCIAL GROUP INC   2019-12-19 2020-03-18
1. D R HORTON INC   2019-05-20 2020-03-18
17. D R HORTON INC   2019-12-19 2020-03-18
50. DELTA AIR LINES INC   2019-12-19 2020-03-18
291. DELTA AIR LINES INC   2019-05-20 2020-03-18
11. FACEBOOK INC CL A   2019-12-19 2020-03-18
1139.933 HARDING LOEVNER INTL EQ-INST   2019-12-19 2020-03-18
22. INTEL CORPORATION   2019-12-19 2020-03-18
10. LAM RESH CORP   2019-12-19 2020-03-18
15. MORGAN STANLEY DEAN WITTER DIS CO   2019-12-19 2020-03-18
6. NEXTERA ENERGY INC   2019-12-19 2020-03-18
26. NORFOLK SOUTHERN CORPORATION   2019-05-20 2020-03-18
167. ONEOK INC. NEW   2019-05-20 2020-03-18
81. RAYTHON COMPANY   2019-12-19 2020-03-18
22. RAYTHON COMPANY   2019-05-20 2020-03-18
99. STRYKER CORP COMMON   2019-05-20 2020-03-18
48. SYSCO CORPORATION   2019-12-19 2020-03-18
217. SYSCO CORPORATION   2019-05-20 2020-03-18
13. T-MOBILE US INC   2019-05-20 2020-03-18
25. THERMO ELECTRON COMMON   2019-12-19 2020-03-18
123.565 TOUCHSTONE MID CAP VALUE-INS   2019-12-19 2020-03-18
13. UNITED HEALTH GROUP INC   2019-12-19 2020-03-18
5. WAL MART STORES INCORPORATED   2019-12-19 2020-03-18
52. ROYAL CARIBBEAN CRUISES LTD   2019-12-19 2020-03-18
145. ROYAL CARIBBEAN CRUISES LTD   2019-05-20 2020-03-18
50000. DAUPHIN CNTY PA 2.000% 11/15/20   2019-05-20 2020-03-19
75000. HAMBURG PA SD 2.000% 04/01/22   2019-05-20 2020-04-01
83. AT&T INC   2019-05-20 2020-05-13
6204.058 CAMBIAR INTL EQUITY FUND-INS   2019-05-20 2020-05-13
3810.445 CAMBIAR INTL EQUITY FUND-INS   2019-12-19 2020-05-13
54. AKAMAI TECHNOLOGIES COMMON   2020-03-18 2020-05-13
24. AMERICAN EXPRESS COMPANY   2019-05-20 2020-05-13
21. AMERICAN EXPRESS COMPANY   2019-12-19 2020-05-13
8. AMERICAN TOWER CORP   2019-05-20 2020-05-13
16. AMGEN INCORPORATED   2019-12-19 2020-05-13
20. APPLE COMPUTER CORPORATION COMMON   2019-12-19 2020-05-13
5. APPLE COMPUTER CORPORATION COMMON   2019-05-20 2020-05-13
1795.058 ARTISAN MID CAP FUND-INS   2019-05-20 2020-05-13
5. AUTOZONE INC   2020-03-18 2020-05-13
23. AVERY DENNISON CORP. COMMON   2019-12-19 2020-05-13
56. BANK OF AMER CORP COMMON   2019-05-20 2020-05-13
94. BANK OF AMER CORP COMMON   2019-12-19 2020-05-13
14. BEST BUY INC.   2019-12-19 2020-05-13
52. BEST BUY INC.   2019-05-20 2020-05-13
75000. BLACKROCK INC DTD 04/29/2019 3.25% 04/30   2019-12-04 2020-05-13
6. BRISTOL MYERS SQUIBB COMPANY   2019-05-20 2020-05-13
71. BRISTOL MYERS SQUIBB COMPANY   2019-12-19 2020-05-13
44. CDW CORP   2019-05-20 2020-05-13
28. CHEVRON TEXACO CORP COMMON   2019-12-19 2020-05-13
110. CHEVRON TEXACO CORP COMMON   2019-05-20 2020-05-13
32. COMCAST CORP NEW CL A   2019-12-19 2020-05-13
85. COMCAST CORP NEW CL A   2019-05-20 2020-05-13
87. D R HORTON INC   2019-05-20 2020-05-13
150000. JOHN DEERE CAP MTN 3.050% 1/06/28   2019-12-17 2020-05-13
86. DISNEY WALT COMPANY   2019-12-19 2020-05-13
48. EVERSOURCE ENERGY   2020-03-18 2020-05-13
164. EXXON MOBIL CORPORATION   2019-05-20 2020-05-13
25. EXXON MOBIL CORPORATION   2019-12-19 2020-05-13
1. FACEBOOK INC CL A   2019-12-19 2020-05-13
18. FACEBOOK INC CL A   2019-05-20 2020-05-13
389.99 FEDERATED HERMES MDT SM CAP GR   2019-12-19 2020-05-13
978.859 FEDERATED HERMES MDT SM CAP GR   2019-05-20 2020-05-13
34. FIDELITY NATL INFORMATION SERVICES   2020-03-18 2020-05-13
1676.869 HARDING LOEVNER INTL EQ-INST   2019-12-19 2020-05-13
197. HILL-ROM HOLDING   2020-03-18 2020-05-13
23. HOME DEPOT INCORPORATED   2019-05-20 2020-05-13
100000. HOME DEPOT INC 2.950% 6/15/29   2019-12-17 2020-05-13
76. HUBBELL INC   2020-03-18 2020-05-13
30. INTEL CORPORATION   2019-05-20 2020-05-13
87. INTEL CORPORATION   2019-12-19 2020-05-13
1271. ISHARES MSCI EMERGING MKTS INDEX FUND   2019-12-19 2020-05-13
35. J P MORGAN CHASE & CO   2019-12-19 2020-05-13
3. J P MORGAN CHASE & CO   2019-05-20 2020-05-13
9. KIMBERLY CLARK CORPORATION   2019-12-19 2020-05-13
17. KIMBERLY CLARK CORPORATION   2019-05-20 2020-05-13
18. LAM RESH CORP   2019-12-19 2020-05-13
6. LOCKHEED MARTIN CORP   2020-03-18 2020-05-13
55. MARATHON PETROELUM CORP   2019-12-19 2020-05-13
123. MARATHON PETROELUM CORP   2019-05-20 2020-05-13
15. MASTERCARD INC - CLASS A   2019-05-20 2020-05-13
49. MERCK & CO INC   2019-12-19 2020-05-13
84. METLIFE COMMON   2019-05-20 2020-05-13
356. METLIFE COMMON   2019-12-19 2020-05-13
14. MICROSOFT CORPORATION   2019-12-19 2020-05-13
29. MICROSOFT CORPORATION   2019-05-20 2020-05-13
82. MONDELEZ INTERNATIONAL INC CL A   2019-12-19 2020-05-13
15. NEXTERA ENERGY INC   2019-12-19 2020-05-13
17. NORFOLK SOUTHERN CORPORATION   2019-05-20 2020-05-13
583.968 NORTHERN SMALL CAP VALUE -603   2019-05-20 2020-05-13
551.624 NORTHERN SMALL CAP VALUE -603   2019-12-19 2020-05-13
17. PACKAGING CORP OF AMERICA   2019-12-19 2020-05-13
22. PEPSICO INCORPORATED   2020-03-18 2020-05-13
39. PROLOGIS INC REIT   2019-05-20 2020-05-13
6. REGENERON PHARMACEUTICALS INC   2020-03-18 2020-05-13
321. STARWOOD PROPERTY TRUST INC REIT   2019-12-19 2020-05-13
767. STARWOOD PROPERTY TRUST INC REIT   2019-05-20 2020-05-13
169. STORE CAPITAL CORP REIT   2019-12-19 2020-05-13
75. T-MOBILE US INC   2019-05-20 2020-05-13
250000. TOTAL CAPITAL INTL 2.829% 1/10/30   2019-12-17 2020-05-13
2438.804 TOUCHSTONE MID CAP VALUE-INS   2019-12-19 2020-05-13
462.689 TOUCHSTONE MID CAP VALUE-INS   2019-05-20 2020-05-13
100000. US BANCORP DTD 04/27/2017 3.15% 04/27/20   2019-12-17 2020-05-13
11. UNITED HEALTH GROUP INC   2019-12-19 2020-05-13
4. UNITED HEALTH GROUP INC   2019-05-20 2020-05-13
27. VISA INC   2019-05-20 2020-05-13
18. WAL MART STORES INCORPORATED   2019-12-19 2020-05-13
7. WAL MART STORES INCORPORATED   2019-05-20 2020-05-13
5. WASTE MANAGEMENT INC NEW   2019-12-19 2020-05-13
32. WASTE MANAGEMENT INC NEW   2019-05-20 2020-05-13
20. ZEBRA TECHNOLOGIES CORP CL A   2019-12-19 2020-05-13
86. ACCENTURE PLC IRELAND SHS   2020-03-18 2020-05-13
18. ACCENTURE PLC IRELAND SHS   2019-05-20 2020-05-13
61. EATON CORP PLC   2019-12-19 2020-05-13
27. BANK OF AMER CORP COMMON   2019-05-20 2020-05-21
119. COMCAST CORP NEW CL A   2019-05-20 2020-05-21
13. FACEBOOK INC CL A   2019-05-20 2020-05-21
24. FIDELITY NATL INFORMATION SERVICES   2020-03-18 2020-05-21
20. T-MOBILE US INC   2019-05-20 2020-05-21
30. VISA INC   2019-05-20 2020-05-21
15. ZEBRA TECHNOLOGIES CORP CL A   2019-12-19 2020-05-21
65000. JACKSON TWP PA TIOGA CNTY DTD 02/05/2015 2.15% 11/01/2021-2020   2019-05-20 2020-07-31
96. AT&T INC   2020-03-18 2020-08-12
270. AT&T INC   2019-05-20 2020-08-12
152. ABBOTT LABORATORIES   2020-03-18 2020-08-12
153. ACTIVISION BLIZZARD INC   2020-05-13 2020-08-12
11. ADOBE SYS INC   2020-03-18 2020-08-12
172. AKAMAI TECHNOLOGIES COMMON   2020-03-18 2020-08-12
5. ALPHABET INC CL A   2019-05-20 2020-08-12
49. AMERICAN EXPRESS COMPANY   2020-03-18 2020-08-12
115. AMERICAN EXPRESS COMPANY   2019-05-20 2020-08-12
44. AMERICAN TOWER CORP   2019-05-20 2020-08-12
497.529 ARTISAN MID CAP FUND-INS   2019-05-20 2020-08-12
15. AUTOZONE INC   2020-03-18 2020-08-12
95. AVERY DENNISON CORP. COMMON   2019-12-19 2020-08-12
8. AVERY DENNISON CORP. COMMON   2020-03-18 2020-08-12
346. BANK OF NEW YORK MELLON CORP   2020-05-13 2020-08-12
232. BEST BUY INC.   2019-05-20 2020-08-12
307. BRISTOL MYERS SQUIBB COMPANY   2019-05-20 2020-08-12
145. CDW CORP   2019-05-20 2020-08-12
20. CDW CORP   2020-03-18 2020-08-12
15176.099 CAUSEWAY INTL VALUE-INST   2020-05-13 2020-08-12
305. CONOCOPHILLIPS COM   2020-05-13 2020-08-12
356. D R HORTON INC   2019-05-20 2020-08-12
181. EVERSOURCE ENERGY   2020-03-18 2020-08-12
20. FACEBOOK INC CL A   2019-05-20 2020-08-12
2597.11 FEDERATED HERMES MDT SM CAP GR   2019-05-20 2020-08-12
79.866 FEDERATED HERMES MDT SM CAP GR   2020-03-18 2020-08-12
1253.297 HARDING LOEVNER INTL EQ-INST   2019-05-20 2020-08-12
303. INTEL CORPORATION   2019-05-20 2020-08-12
3384. ISHARES MSCI EMERGING MKTS INDEX FUND   2019-05-20 2020-08-12
400. ISHARES MSCI EMERGING MKTS INDEX FUND   2019-12-19 2020-08-12
344. ISHARES MSCI EMERGING MKTS INDEX FUND   2020-03-18 2020-08-12
129. J P MORGAN CHASE & CO   2019-05-20 2020-08-12
36. J P MORGAN CHASE & CO   2020-03-18 2020-08-12
127. KIMBERLY CLARK CORPORATION   2019-05-20 2020-08-12
69. LAM RESH CORP   2019-12-19 2020-08-12
165. LEIDOS HOLDINGS INC   2020-05-13 2020-08-12
31. LOCKHEED MARTIN CORP   2020-03-18 2020-08-12
6. MASTERCARD INC - CLASS A   2019-05-20 2020-08-12
259. MONDELEZ INTERNATIONAL INC CL A   2019-12-19 2020-08-12
54. MONDELEZ INTERNATIONAL INC CL A   2020-03-18 2020-08-12
381. MORGAN STANLEY DEAN WITTER DIS CO   2019-05-20 2020-08-12
6. MORGAN STANLEY DEAN WITTER DIS CO   2020-05-13 2020-08-12
68. MORGAN STANLEY DEAN WITTER DIS CO   2019-12-19 2020-08-12
11. NORFOLK SOUTHERN CORPORATION   2019-12-19 2020-08-12
57. NORFOLK SOUTHERN CORPORATION   2019-05-20 2020-08-12
692.427 NORTHERN SMALL CAP VALUE -603   2020-03-18 2020-08-12
3736.165 NORTHERN SMALL CAP VALUE -603   2019-05-20 2020-08-12
40. NORTHROP GRUMMAN CORP COMMON   2020-03-18 2020-08-12
82. ONEOK INC. NEW   2020-05-13 2020-08-12
126. PACKAGING CORP OF AMERICA   2019-05-20 2020-08-12
97. PEPSICO INCORPORATED   2020-03-18 2020-08-12
120. PIONEER NAT RES CO COMMON   2020-05-13 2020-08-12
149. PROLOGIS INC REIT   2019-05-20 2020-08-12
8. PROLOGIS INC REIT   2020-03-18 2020-08-12
29. REGENERON PHARMACEUTICALS INC   2020-03-18 2020-08-12
10. T-MOBILE US INC   2019-12-19 2020-08-12
151. T-MOBILE US INC   2019-05-20 2020-08-12
8486.039 TOUCHSTONE MID CAP VALUE-INS   2019-05-20 2020-08-12
12. WASTE MANAGEMENT INC NEW   2020-03-18 2020-08-12
130. WASTE MANAGEMENT INC NEW   2019-05-20 2020-08-12
7. ZEBRA TECHNOLOGIES CORP CL A   2020-03-18 2020-08-12
65. ZEBRA TECHNOLOGIES CORP CL A   2019-05-20 2020-08-12
79. AON PLC   2020-05-13 2020-08-12
34. EATON CORP PLC   2020-03-18 2020-08-12
121. EATON CORP PLC   2019-12-19 2020-08-12
48. EATON CORP PLC   2019-05-20 2020-08-12
100. STERIS PLC   2020-03-18 2020-08-12
50000. WASHINGTON TWP PA 2.750% 03/01/25   2019-05-20 2020-09-01
9918.242 TRANSAMERICA TS&W INTERNATIONAL EQUITY PORTFOLIO CL I FUND #   2020-08-12 2020-09-25
75000. AMBRIDGE PA AREA SCH DIST DTD 08/05/2014   2019-05-20 2020-11-01
50000. CONNELLSVILLE PA SD 3.200% 11/15/23   2019-05-20 2020-11-16
75000. ALEPPO TWP PA SWR REVENUE REF-GTD DTD 06/25/2015 2.375% 12/01/2   2019-05-20 2020-12-01
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 25,000   25,000  
b 40,000   40,000  
c 75,000   75,000  
d 25,650   33,764 -8,114
e 2,575   3,213 -638
5,683   13,254 -7,571
2,733   5,744 -3,011
1,728   2,175 -447
13,446   20,038 -6,592
8,361   17,492 -9,131
1,016   2,468 -1,452
28   44 -16
476   894 -418
1,209   2,929 -1,720
7,034   15,777 -8,743
1,580   2,254 -674
19,424   26,948 -7,524
1,080   1,257 -177
2,018   2,892 -874
464   760 -296
1,351   1,441 -90
3,257   5,302 -2,045
2,758   11,152 -8,394
9,072   17,367 -8,295
2,464   3,942 -1,478
13,468   18,195 -4,727
1,389   4,038 -2,649
6,281   16,330 -10,049
906   1,020 -114
7,283   8,006 -723
1,517   2,395 -878
2,818   3,838 -1,020
633   601 32
1,146   6,573 -5,427
3,194   17,864 -14,670
50,000   50,000  
75,000   75,000  
2,327   2,699 -372
126,066   154,357 -28,291
77,428   100,998 -23,570
5,122   4,898 224
1,868   2,868 -1,000
1,634   2,606 -972
1,843   1,594 249
3,804   3,885 -81
6,099   5,609 490
1,525   912 613
75,374   72,659 2,715
5,185   4,039 1,146
2,341   3,017 -676
1,170   1,589 -419
1,964   3,308 -1,344
1,045   1,221 -176
3,880   3,577 303
83,730   80,350 3,380
378   278 100
4,468   4,473 -5
4,279   4,573 -294
2,479   2,470 9
9,737   13,298 -3,561
1,114   1,382 -268
2,960   3,645 -685
3,950   3,827 123
163,149   157,497 5,652
8,833   12,129 -3,296
3,647   4,227 -580
6,868   12,466 -5,598
1,047   1,498 -451
204   205 -1
3,670   3,290 380
8,022   9,758 -1,736
20,135   22,572 -2,437
4,325   3,577 748
33,521   39,641 -6,120
19,261   18,959 302
5,284   4,410 874
107,759   104,312 3,447
8,294   7,763 531
1,723   1,320 403
4,995   4,970 25
46,067   56,401 -10,334
2,940   4,839 -1,899
252   333 -81
1,235   1,223 12
2,332   2,205 127
4,441   5,206 -765
2,184   1,883 301
1,691   2,394 -703
3,783   6,376 -2,593
3,993   3,778 215
3,822   4,402 -580
2,590   3,999 -1,409
10,978   17,236 -6,258
2,499   2,166 333
5,176   3,674 1,502
4,061   4,499 -438
3,428   3,603 -175
2,762   3,467 -705
7,755   11,820 -4,065
7,326   11,380 -4,054
1,518   1,903 -385
2,907   2,629 278
3,233   2,962 271
3,460   2,949 511
3,756   4,441 -685
8,974   17,219 -8,245
3,048   6,064 -3,016
6,892   5,882 1,010
259,685   257,478 2,207
35,582   47,264 -11,682
6,751   7,977 -1,226
109,272   104,983 4,289
3,064   3,247 -183
1,114   973 141
4,759   4,416 343
2,231   2,162 69
867   708 159
483   565 -82
3,091   3,466 -375
4,440   5,081 -641
15,465   13,677 1,788
3,237   3,204 33
4,491   5,766 -1,275
625   766 -141
4,642   5,102 -460
3,047   2,376 671
3,285   2,525 760
1,957   1,569 388
5,776   4,907 869
3,636   3,810 -174
65,000   65,000  
2,899   3,059 -160
8,155   8,779 -624
15,346   13,015 2,331
12,500   11,147 1,353
4,896   3,698 1,198
18,443   15,600 2,843
7,543   5,728 1,815
4,982   3,718 1,264
11,692   13,741 -2,049
11,123   8,765 2,358
25,583   20,139 5,444
17,815   12,117 5,698
11,433   12,462 -1,029
963   828 135
13,113   11,212 1,901
24,295   15,960 8,335
19,612   14,226 5,386
16,882   15,069 1,813
2,329   1,597 732
209,885   167,089 42,796
12,636   12,140 496
25,202   15,660 9,542
15,926   15,940 -14
5,209   3,656 1,553
67,031   59,889 7,142
2,061   1,204 857
30,894   26,908 3,986
14,827   13,328 1,499
150,568   135,825 14,743
17,798   17,750 48
15,306   10,804 4,502
13,237   14,331 -1,094
3,694   3,081 613
20,273   16,471 3,802
26,262   19,958 6,304
15,528   15,706 -178
12,181   9,727 2,454
1,965   1,511 454
14,577   14,210 367
3,039   2,435 604
19,914   16,665 3,249
314   221 93
3,554   3,446 108
2,267   2,115 152
11,750   11,623 127
11,882   8,143 3,739
64,113   75,620 -11,507
13,618   12,835 783
2,452   2,401 51
12,477   11,671 806
13,432   11,594 1,838
13,287   9,502 3,785
15,278   11,317 3,961
820   557 263
17,826   14,254 3,572
1,157   764 393
17,473   11,843 5,630
150,882   146,299 4,583
1,345   1,221 124
14,569   14,079 490
1,974   1,229 745
18,334   11,354 6,980
15,240   15,139 101
3,480   2,068 1,412
12,386   11,438 948
4,913   3,762 1,151
15,990   12,692 3,298
50,000   50,000  
163,254   169,899 -6,645
75,000   75,000  
50,000   50,321 -321
75,000   75,000  
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
      20,288
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a        
b        
c        
d       -8,114
e       -638
      -7,571
      -3,011
      -447
      -6,592
      -9,131
      -1,452
      -16
      -418
      -1,720
      -8,743
      -674
      -7,524
      -177
      -874
      -296
      -90
      -2,045
      -8,394
      -8,295
      -1,478
      -4,727
      -2,649
      -10,049
      -114
      -723
      -878
      -1,020
      32
      -5,427
      -14,670
       
       
      -372
      -28,291
      -23,570
      224
      -1,000
      -972
      249
      -81
      490
      613
      2,715
      1,146
      -676
      -419
      -1,344
      -176
      303
      3,380
      100
      -5
      -294
      9
      -3,561
      -268
      -685
      123
      5,652
      -3,296
      -580
      -5,598
      -451
      -1
      380
      -1,736
      -2,437
      748
      -6,120
      302
      874
      3,447
      531
      403
      25
      -10,334
      -1,899
      -81
      12
      127
      -765
      301
      -703
      -2,593
      215
      -580
      -1,409
      -6,258
      333
      1,502
      -438
      -175
      -705
      -4,065
      -4,054
      -385
      278
      271
      511
      -685
      -8,245
      -3,016
      1,010
      2,207
      -11,682
      -1,226
      4,289
      -183
      141
      343
      69
      159
      -82
      -375
      -641
      1,788
      33
      -1,275
      -141
      -460
      671
      760
      388
      869
      -174
       
      -160
      -624
      2,331
      1,353
      1,198
      2,843
      1,815
      1,264
      -2,049
      2,358
      5,444
      5,698
      -1,029
      135
      1,901
      8,335
      5,386
      1,813
      732
      42,796
      496
      9,542
      -14
      1,553
      7,142
      857
      3,986
      1,499
      14,743
      48
      4,502
      -1,094
      613
      3,802
      6,304
      -178
      2,454
      454
      367
      604
      3,249
      93
      108
      152
      127
      3,739
      -11,507
      783
      51
      806
      1,838
      3,785
      3,961
      263
      3,572
      393
      5,630
      4,583
      124
      490
      745
      6,980
      101
      1,412
      948
      1,151
      3,298
       
      -6,645
       
      -321
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -35,079
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................................ 1 217
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........................... 3 217
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- ..... 5 217
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,364
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 2,364
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,147
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet220 RefundedBullet 11 1,927
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBRANCH BANKING AND TRUST CO Telephone no.bullet (844) 382-3122

    Located atbulletPO BOX 2907 - TRUST TAX DEPTWILSONNC ZIP+4bullet278932907
    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
    BRANCH BANKING AND TRUST CO TRUSTEE
    5
    49,844    
    223 W NASH STREET
    WILSON,NC27894
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,223,895
    b
    Average of monthly cash balances.......................
    1b
    141,916
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,365,811
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,365,811
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    65,487
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,300,324
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    215,016
    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
    215,016
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    217
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    217
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    214,799
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    214,799
    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
    214,799
    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
    1,363,219
    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
    1,363,219
    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
    1,363,219
    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 7 214,799
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 181,535
    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$ 1,363,219
    a Applied to 2019, but not more than line 2a 181,535
    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..... 214,799
    e Remaining amount distributed out of corpus 966,885
    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 5 966,885
    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 ..........
    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) .......
    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 ......
    966,885
    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.... 966,885
    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
    DOCTORS WITHOUT BORDERS USA INC
    ATTN BETH L GOLDEN
    40 RECTOR ST 16TH FL
    NEW YORK,NY100061705
    NONE PC GENERAL OPERATIONS 40,132
    SALVATION ARMY NATL HEADQUARTERS
    ATTN ASHLEY MAJOR
    615 SLATERS LN
    ALEXANDRIA,VA22314
    NONE PC GENERAL OPERATIONS 40,132
    UNITED ZION RETIREMENT COMMUNITY
    722 FURNACE HILLS PIKE
    LITITZ,PA17543
    NONE PC GENERAL OPERATIONS 26,755
    CALVARY CHURCH
    1051 LANDIS VALLEY RD
    LANCASTER,PA17601
    NONE PC GENERAL OPERATIONS 167,217
    WITF INC
    4801 LINDLE RD
    HARRISBURG,PA17111
    NONE PC GENERAL OPERATIONS 26,755
    CENTRAL PENNSYLVANIA FOOD BANK
    ATTN SHEA S SAMAN
    3908 COREY RD
    HARRISBURG,PA171095929
    NONE PC GENERAL OPERATIONS 26,755
    WHITE OAK CHURCH OF THE BRETHREN
    1211 N PENRYN RD
    MANHEIM,PA17545
    NONE PC GENERAL OPERATIONS 40,132
    BRETHREN DISASTER RELIEF AUCTION
    INC
    164 VINEGAR FERRY RD
    MARIETTA,PA17547
    NONE PC GENERAL OPERATIONS 120,396
    MENNONITE CENTRAL COMMITTEE US
    PO BOX 500
    AKRON,PA17501
    NONE PC GENERAL OPERATIONS 167,217
    WATER STREET RESCUE MISSION
    PO BOX 7267
    LANCASTER,PA17604
    NONE PC GENERAL OPERATIONS 26,755
    EASTERN MENNONITE MISSIONS
    ATTN STEVEN R MARTIN FIN DIR
    PO BOX 458
    SALUNGA,PA17538
    NONE PC GENERAL OPERATIONS 120,396
    HEIFER PROJECT INTERNATIONAL
    ATTN DEBBIE MCCULLOUGH ESQ
    PO BOX 727
    LITTLE ROCK,AR72203
    NONE PC GENERAL OPERATIONS 40,132
    IN TOUCH FOUNDATION INC
    PO BOX 7900
    ATLANTA,GA30357
    NONE PC GENERAL OPERATIONS 40,132
    GLOBAL TRIBES OUTREACH INC
    PO BOX 60
    TERRE HILL,PA175810060
    NONE PC GENERAL OPERATIONS 120,396
    PENSACOLA CHRISTIAN COLLEGE INC
    REJOICE IN THE LORD
    PO BOX 18000
    PENSACOLA,FL325231800
    NONE PC GENERAL OPERATIONS 167,217
    HABITAT FOR HUMANITY INTL
    ATTN DEBRA HUY TR & EST COORD
    1180 W PEACHTREE ST STE 1800
    ATLANTA,GA30309
    NONE PC GENERAL OPERATIONS 167,217
    Total .................................bullet 3a 1,337,736
    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 74,679  
    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 -35,079  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        1 4,112  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   43,712  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    43,712
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    ORPAH H GRAYBILL ITUA
     
    Employer identification number

    35-7239926
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    ORPAH H GRAYBILL ITUA
     
    Employer identification number
    35-7239926
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    Orpah Graybill Estate
    1340 BROADCASTING ROAD STE 100
     
    WYOMISSING, PA19610

    $ 462,498


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

    $  


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    ORPAH H GRAYBILL ITUA
     
    Employer identification number

    35-7239926
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    ORPAH H GRAYBILL ITUA
     
    Employer identification number

    35-7239926
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ORPAH H GRAYBILL ITUA
    EIN:
    35-7239926
    Name of Bond End of Year Book Value End of Year Fair Market Value
    0873473L2 BETHLEHEM PA REF-SER 52,422 55,055
    116304JB3 BROWNSVILLE PA AREA 88,352 88,219
    157882UE9 CHAMBERSBURG PA AREA 50,528 51,457
    222263L37 COUNCIL ROCK PA SCH 110,534 114,361
    302024SB1 EXETER TWP PA SCHOOL 50,255 51,392
    317787CQ0 FINDLAY TWP PA DTD 0 76,492 78,559
    366268RU6 GARNET VALLEY PA SCH 54,664 57,568
    410718LC2 HANOVER BORO PA REF- 75,000 75,089
    518336CS9 LATROBE PA MUNI AUTH 76,403 78,006
    548613DL9 LOWER SOUTHAMPTON TW 78,051 80,816
    608842DL1 MONACA BORO PA UNREF 25,000 25,042
    6135793U3 MONTGOMERY CNTY PA R 78,535 82,019
    669543QC7 NORWIN PA SCH DIST D 76,767 79,676
    696897DC8 PALMER TWP PA REF DT 80,218 83,450
    719189YF3 PHOENIXVILLE PA AREA 79,107 83,705
    750599PA4 RADNOR TWP PA SCH DI 25,155 25,664
    841350LA7 S E DELCO PA SCH DIS 50,766 51,577
    851600UB0 SPRINGFIELD TWP PA S 40,000 40,053
    9520302F0 WEST CHESTER PA AREA 75,508 76,892
    9520302G8 WEST CHESTER PA AREA 75,419 76,817
    953470UP4 WEST JEFFERSON HILLS 50,680 53,922
    965000LY6 WHITEHALL COPLAY PA 75,000 75,096
    037833CR9 APPLE INC DTD 05/11/ 52,663 56,457

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ORPAH H GRAYBILL ITUA
    EIN:
    35-7239926
    Name of Stock End of Year Book Value End of Year Fair Market Value
    00724F101 ADOBE SYSTEM INC COM 11,419 20,005
    020002101 ALLSTATE CORP COMMON 13,559 15,500
    02079K107 ALPHABET INC -CL C C 33,163 38,541
    02079K305 ALPHABET INC -CL A C 16,037 24,537
    023135106 AMAZON.COM INC COMMO 57,970 74,909
    031162100 AMGEN INC COMMON 14,999 19,773
    037833100 APPLE INC COMMON 54,818 89,698
    038222105 APPLIED MATERIALS CO 14,674 19,072
    04621X108 ASSURANT INC COMMON 14,151 15,529
    060505104 BANK OF AMERICA CORP 24,818 28,400
    084670702 BERKSHIRE HATHAWAY I 22,402 24,346
    101137107 BOSTON SCIENTIFIC CO 17,537 15,746
    14040H105 CAPITAL ONE FINANCIA 12,702 18,485
    14149Y108 CARDINAL HEALTH INC 10,813 10,766
    142339100 CARLISLE COMMON 11,805 14,525
    166764100 CHEVRON CORP COMMON 17,429 16,299
    17275R102 CISCO SYSTEMS INC CO 17,267 16,155
    174610105 CITIZENS FINANCIAL G 11,950 16,235
    20030N101 COMCAST CORP 14,889 18,550
    22052L104 CORTEVA INC COMMON 8,199 12,081
    22160K105 COSTCO WHOLESALE COR 28,988 32,403
    22822V101 CROWN CASTLE INTL CO 15,596 14,964
    253868103 DIGITAL REALTY TRUST 13,585 12,277
    254687106 THE WALT DISNEY COMP 22,256 30,619
    260557103 DOW INC COMMON 8,222 10,323
    26614N102 DUPONT DE NEMOURS IN 4,414 5,333
    278865100 ECOLAB INC COMMON 11,347 12,333
    291011104 EMERSON ELECTRIC COM 8,816 9,886
    30303M102 FACEBOOK INC-A COMMO 11,334 16,936
    31620M106 FIDELITY NATL INFO S 12,057 15,844
    437076102 HOME DEPOT INC COMMO 29,258 34,265
    438516106 HONEYWELL INTERNATIO 12,958 17,229
    45337C102 INCYTE PHARMACEUTICA 6,981 6,437
    45687V106 INGERSOLL-RAND INC C 3,917 5,012
    46120E602 INTUITIVE SURGICAL I 16,393 19,634
    478160104 JOHNSON & JOHNSON CO 16,618 17,469
    499049104 KNIGHT-SWIFT COMMON 12,348 11,459
    57636Q104 MASTERCARD INC COMMO 14,607 20,703
    58933Y105 MERCK & CO INC COMMO 20,411 20,777
    594918104 MICROSOFT CORP COMMO 85,995 102,536
    65339F101 NEXTERA ENERGY INC C 24,879 29,934
    654106103 NIKE INC CLASS B 22,312 30,133
    67066G104 NVIDIA CORP COMMON 26,570 30,288
    693475105 PNC FINANCIAL SERVIC 17,341 23,095
    742718109 PROCTER & GAMBLE CO 18,063 18,506
    74762E102 QUANTA SERVICES INC 11,426 16,781
    75513E101 RAYTHEON TECHNOLOGIE 11,519 12,872
    79466L302 SALESFORCE.COM INC I 16,546 19,138
    883556102 THERMO FISHER SCIENT 22,981 30,741
    892356106 TRACTOR SUPPLY COMPA 17,183 16,307
    907818108 UNION PACIFIC CORP C 26,776 28,943
    91324P102 UNITEDHEALTH GROUP I 25,687 33,315
    92343V104 VERIZON COMMUNICATIO 16,261 16,274
    92826C839 VISA INC CLASS A SHA 23,335 28,654
    931142103 WALMART INC COMMON 21,039 27,965
    983919101 XILINX INC COMMON 12,119 16,162
    66987V109 NOVARTIS A G ADR 8,833 9,821
    G6564A105 NOMAD FOODS LTD COMM 15,521 16,091
    G8994E103 TRANE TECHNOLOGIES P 15,029 18,145

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ORPAH H GRAYBILL ITUA
    EIN:
    35-7239926
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    04314H600 ARTISAN MID CAP INST AT COST 100,335 139,694
    04314H857 ARTISAN INTL VALUE F AT COST 162,858 198,366
    207019704 CONESTOGA SMALL CAP- AT COST 104,145 124,892
    74256W527 PRINCIPAL EDGE MIDCA AT COST 126,199 136,527
    00143W859 INVESCO OPPENHEIMER AT COST 88,217 104,666
    412295107 HARDING LOEVNER INTE AT COST 154,365 200,703
    46434G103 ISHARES CORE MSCI EM AT COST 88,082 102,738

    TY 2020 LegalFeesSchedule
    Name:
    ORPAH H GRAYBILL ITUA
    EIN:
    35-7239926
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 561     561


    TY 2020 OtherDecreasesSchedule
    Name:
    ORPAH H GRAYBILL ITUA
    EIN:
    35-7239926
    Description Amount
    2020 TRANSACTION POSTED IN 2021 127
    RETURN OF CAPITAL ADJUSTMENT 399
    COST BASIS ADJUSTMENT 8
    ACCRUED INTEREST PAID 75
    OID ADJUSTMENT 348


    TY 2020 OtherExpensesSchedule
    Name:
    ORPAH H GRAYBILL ITUA
    EIN:
    35-7239926
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 7 7   0


    TY 2020 OtherIncomeSchedule2
    Name:
    ORPAH H GRAYBILL ITUA
    EIN:
    35-7239926
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 4,112 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    ORPAH H GRAYBILL ITUA
    EIN:
    35-7239926
    Description Amount
    2019 TRANSACTION POSTED IN 2020 563
    MUTUAL FUND ADJUSTMENT 95
    ROUNDING 3


    TY 2020 SubstantialContributorsSch
    Name:
    ORPAH H GRAYBILL ITUA
    EIN:
    35-7239926
    Name Address
    Orpah Graybill Estate 1340 BROADCASTING ROAD STE 100
    WYOMISSING,PA19610


    TY 2020 TaxesSchedule
    Name:
    ORPAH H GRAYBILL ITUA
    EIN:
    35-7239926
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 1,621 0   0
    FEDERAL ESTIMATES - PRINCIPAL 2,364 0   0
    FOREIGN TAXES ON QUALIFIED FOR 475 475   0
    FOREIGN TAXES ON NONQUALIFIED 119 119   0