TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
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Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

Name of foundation
THE NEW OPPORTUNITIES FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)200 N MARYLAND AVENUE NO 201
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
GLENDALE, CA91206

A Employer identification number

82-0577111

B Telephone number (see instructions)

(818) 240-8727

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$4,366,856J Accounting method: Cash Accrual
Other (specify)MODIFIED CASH
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	466,000
2	Check .............
3	Interest on savings and temporary cash investments	105		105
4	Dividends and interest from securities...	74,835		74,835
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		44,138
b	Gross sales price for all assets on line 6a 1,465,807
7	Capital gain net income (from Part IV, line 2)...			44,138
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........	585,078		119,078
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		22,348	0	22,348
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		23,890	23,890	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		11,548	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		243	0	243
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	58,029		23,890	22,591
25	Contributions, gifts, grants paid.......	177,000			177,000
26	Total expenses and disbursements. Add lines 24 and 25	235,029		23,890	199,591
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	350,049
b	Net investment income (if negative, enter -0-)			95,188
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	216,492	137,573	137,573
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	3,310,654	4,229,283	4,229,283
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,527,146	4,366,856	4,366,856
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	3,527,146	4,112,486
	25	Net assets with donor restrictions............		254,370
		Foundations that do not follow FASB ASC 958, check here
		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
	29	Total net assets or fund balances (see instructions).....	3,527,146	4,366,856
	30	Total liabilities and net assets/fund balances (see instructions).	3,527,146	4,366,856

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,527,146

Enter amount from Part I, line 27a .....................

350,049

Other increases not included in line 2 (itemize) bullet

489,661

Add lines 1, 2, and 3 ..........................

4,366,856

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

4,366,856

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.)		(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	95.66 AB SUSTAINABLE GLOBAL THEMATIC FUND CLASS ADV	2019-06-13	2020-04-21
b	80.92 AB SUSTAINABLE GLOBAL THEMATIC FUND CLASS ADV	2019-06-13	2020-06-23
c	26.00 ADOBE INC. (DELAWARE)	2019-09-27	2020-01-29
d	39.00 ADOBE INC. (DELAWARE)	2019-09-27	2020-01-31
e	21.00 ADOBE INC. (DELAWARE)	2019-06-17	2020-11-12
	10.00 AGCO CORP	2019-06-17	2020-07-29
	43.00 AGCO CORP	2019-06-17	2020-08-05
	88.00 AGCO CORP	2019-06-17	2020-09-02
	18.00 AGCO CORP	2019-06-17	2020-11-20
	44.00 ALIGN TECHNOLOGY INC	2020-03-11	2020-09-02
	7.00 ALIGN TECHNOLOGY INC	2020-03-20	2020-09-02
	12.00 ALIGN TECHNOLOGY INC	2020-03-24	2020-09-02
	6.00 ALIGN TECHNOLOGY INC	2020-03-25	2020-09-02
	106.00 ALLEGION PLC	2019-06-17	2020-01-24
	473.35 ALLIANZGI GLOBAL SUSTAINABILITY FUND CLASS P	2019-06-13	2020-06-23
	2.00 AMAZON.COM INC	2019-06-17	2020-04-22
	300.93 AMERICAN CENTURY SUSTAINABLE EQUITY FUND CLASS I	2019-06-13	2020-07-20
	14.00 AMERIPRISE FINANCIAL INC	2018-06-18	2020-05-13
	14.00 AMERIPRISE FINANCIAL INC	2018-06-18	2020-06-16
	1.00 AMERIPRISE FINANCIAL INC	2018-07-11	2020-06-16
	6.00 AMERIPRISE FINANCIAL INC	2019-01-02	2020-06-16
	28.00 AMERIPRISE FINANCIAL INC	2019-01-02	2020-09-02
	13.00 AMERIPRISE FINANCIAL INC	2019-06-17	2020-09-02
	22.00 APTIV PLC	2019-06-17	2020-07-29
	34.00 APTIV PLC	2019-06-17	2020-07-31
	17.00 APTIV PLC	2019-06-17	2020-09-02
	14.00 ASHTEAD GROUP PLC ORD UNSPONSORED ADR	2019-06-17	2020-10-16
	13.00 ASHTEAD GROUP PLC ORD UNSPONSORED ADR	2019-06-17	2020-11-12
	13.00 BERKSHIRE HATHAWAY INC NEW CL B	2020-03-24	2020-05-14
	64.00 BERKSHIRE HATHAWAY INC NEW CL B	2020-03-24	2020-06-24
	55.00 BERKSHIRE HATHAWAY INC NEW CL B	2020-05-13	2020-06-24
	13.00 BERKSHIRE HATHAWAY INC NEW CL B	2020-05-13	2020-06-24
	175.00 BEST BUY CO INC	2019-09-27	2020-01-22
	26.00 BEST BUY CO INC	2020-03-11	2020-09-02
	150.00 BEST BUY CO INC	2020-03-11	2020-11-27
	3.00 BEST BUY CO INC	2020-03-24	2020-11-27
	40.00 BIO RAD LABORATORIES INC CL A	2019-06-17	2020-01-22
	3.00 BIO RAD LABORATORIES INC CL A	2019-09-19	2020-01-22
	10.00 BIO RAD LABORATORIES INC CL A	2020-03-11	2020-03-25
	4.00 BIO RAD LABORATORIES INC CL A	2019-06-17	2020-04-22
	1.00 BIO RAD LABORATORIES INC CL A	2019-06-17	2020-05-11
	2.00 BIO RAD LABORATORIES INC CL A	2020-03-11	2020-07-29
	4.00 BIO RAD LABORATORIES INC CL A	2020-03-11	2020-10-02
	54.00 BLOOM ENERGY CORP CL A	2020-10-02	2020-10-13
	754.98 CALVERT FD INCOME FD CL I	2019-06-13	2020-03-20
	1,849.78 CALVERT GREEN BOND FUND CLASS I	2019-06-13	2020-03-20
	199.00 CARNIVAL CORP NEW (PAIRED STOCK)	2020-04-02	2020-05-13
	155.00 CARNIVAL CORP NEW (PAIRED STOCK)	2020-04-02	2020-06-08
	626.00 CARNIVAL CORP NEW (PAIRED STOCK)	2020-04-02	2020-06-16
	539.00 CEMEX S.A.B. DE C.V. SPON ADR	2020-01-24	2020-12-01
	1,095.00 CEMEX S.A.B. DE C.V. SPON ADR	2020-01-24	2020-12-18
	157.00 CHINA MOBILE LTD SPON ADR	2019-06-17	2020-07-20
	66.00 CHINA MOBILE LTD SPON ADR	2019-10-01	2020-07-20
	47.00 CHINA MOBILE LTD SPON ADR	2020-02-28	2020-07-20
	79.00 CHINA MOBILE LTD SPON ADR	2020-04-06	2020-07-20
	41.00 COMCAST CORP NEW CL A	2018-04-09	2020-02-28
	43.00 COMCAST CORP NEW CL A	2018-04-09	2020-04-06
	242.00 COMCAST CORP NEW CL A	2018-11-05	2020-04-06
	10.00 COMCAST CORP NEW CL A	2019-04-01	2020-04-06
	298.00 COMERICA INC	2019-06-17	2020-01-24
	36.00 COMERICA INC	2019-08-22	2020-01-24
	232.00 COMPAGNIE FINANCIERE RICHEMONT AG ADR	2019-06-17	2020-01-24
	715.00 COMPAGNIE FINANCIERE RICHEMONT AG ADR	2019-06-17	2020-02-28
	347.00 COMPAGNIE FINANCIERE RICHEMONT AG ADR	2019-12-17	2020-02-28
	9.00 COSTCO WHOLESALE CORP	2020-06-24	2020-07-31
	135.00 DELTA AIR LINES INC DELA NEW	2019-06-19	2020-04-06
	12.00 DELTA AIR LINES INC DELA NEW	2019-06-19	2020-04-08
	30.00 DELTA AIR LINES INC DELA NEW	2019-06-21	2020-04-08
	45.00 DELTA AIR LINES INC DELA NEW	2019-06-27	2020-04-08
	41.00 DELTA AIR LINES INC DELA NEW	2019-12-17	2020-04-08
	49.00 DIGITAL REALTY TRUST INC REIT	2020-01-24	2020-03-24
	138.00 DIGITAL REALTY TRUST INC REIT	2020-01-24	2020-03-30
	3.00 ECOLAB INC	2019-06-17	2020-05-11
	852.00 ELANCO ANIMAL HEALTH INC	2019-11-07	2020-03-20
	28.00 ELANCO ANIMAL HEALTH INC	2020-01-23	2020-03-20
	226.00 ELANCO ANIMAL HEALTH INC	2019-06-17	2020-05-08
	46.00 ELANCO ANIMAL HEALTH INC	2019-10-04	2020-05-08
	62.00 ELANCO ANIMAL HEALTH INC	2019-11-08	2020-05-08
	43.00 ELECTRONIC ARTS	2019-09-27	2020-03-11
	174.00 ELECTRONIC ARTS	2019-09-27	2020-03-24
	13.00 ELECTRONIC ARTS	2019-06-17	2020-04-08
	14.00 ELECTRONIC ARTS	2019-06-17	2020-07-24
	653.00 ENTERTAINMENT ONE LTD CAD	2019-06-17	2020-01-03
	411.00 ENTERTAINMENT ONE LTD CAD	2019-07-19	2020-01-03
	80.00 ERSTE GROUP BANK AG ORD EUR	2019-06-21	2020-11-04
	55.00 GARDNER DENVER HLDGS INC NAME CHANGE 03/2020	2019-06-17	2020-01-24
	26.00 GARDNER DENVER HLDGS INC NAME CHANGE 03/2020	2019-06-17	2020-02-28
	57.00 GENMAB A/S SPON ADR	2019-06-17	2020-05-08
	35.00 GENMAB A/S SPON ADR	2019-06-17	2020-07-20
	76.00 GLAXO SMITHKLINE PLC ADR	2019-06-17	2020-04-06
	163.00 GLAXO SMITHKLINE PLC ADR	2019-06-17	2020-12-18
	48.00 GLAXO SMITHKLINE PLC ADR	2019-06-19	2020-12-18
	36.00 GLAXO SMITHKLINE PLC ADR	2019-10-04	2020-12-18
	184.00 GRIFOLS S A CL B SPON ADR	2019-08-21	2020-04-06
	120.00 GRIFOLS S A CL B SPON ADR	2019-10-25	2020-04-06
	28.00 HENKEL AG & CO KGAA VORZUG EUR	2019-10-07	2020-10-26
	26.00 HESS CORP	2019-06-17	2020-02-28
	44.00 HESS CORP	2019-06-17	2020-10-23
	34.00 HUGO BOSS AG EUR	2020-02-28	2020-10-26
	69.00 HUGO BOSS AG EUR	2020-02-28	2020-11-04
	145.00 HUGO BOSS AG EUR	2020-05-11	2020-11-04
	44.00 HUGO BOSS AG EUR	2020-09-17	2020-11-04
	96.00 INCYTE CORP	2020-03-11	2020-06-24
	30.00 INCYTE CORP	2019-06-17	2020-06-26
	22.00 INCYTE CORP	2020-03-20	2020-09-02
	18.00 INCYTE CORP	2020-03-24	2020-09-02
	67.00 INCYTE CORP	2019-06-17	2020-09-16
	174.00 IRONWOOD PHARMACEUTICALS INC COM CL A	2019-06-17	2020-02-28
	101.00 IRONWOOD PHARMACEUTICALS INC COM CL A	2019-06-17	2020-04-08
	40.00 IRONWOOD PHARMACEUTICALS INC COM CL A	2019-06-17	2020-04-22
	53.00 IRONWOOD PHARMACEUTICALS INC COM CL A	2019-06-19	2020-04-22
	38.00 IRONWOOD PHARMACEUTICALS INC COM CL A	2019-06-19	2020-06-11
	362.00 IRONWOOD PHARMACEUTICALS INC COM CL A	2019-06-19	2020-06-12
	460.00 JABIL INC	2020-03-24	2020-06-24
	219.00 KAO CORP UNSPONSORED ADR	2019-06-17	2020-04-09
	565.00 KAO CORP UNSPONSORED ADR	2019-06-17	2020-09-17
	168.00 KAO CORP UNSPONSORED ADR	2019-10-01	2020-09-17
	64.00 KION GROUP AG EUR	2019-06-17	2020-04-06
	2.00 KION GROUP AG EUR	2019-06-17	2020-04-09
	35.00 KION GROUP AG EUR	2019-06-19	2020-04-09
	71.00 KLA CORP	2019-12-26	2020-03-24
	96.00 KONINKLIJKE AHOLD DELHAIZE NV SPON ADR	2020-04-06	2020-11-03
	106.00 LABORATORY CORP AMER HLDGS NEW	2019-12-26	2020-03-11
	4.00 LABORATORY CORP AMER HLDGS NEW	2020-03-27	2020-07-29
	49.00 LABORATORY CORP AMER HLDGS NEW	2020-03-27	2020-09-02
	4.00 LABORATORY CORP AMER HLDGS NEW	2020-03-27	2020-09-02
	57.00 LABORATORY CORP AMER HLDGS NEW	2020-03-27	2020-10-13
	6.00 LABORATORY CORP AMER HLDGS NEW	2020-04-01	2020-10-13
	4.00 LAM RESEARCH CORP	2020-06-24	2020-12-17
	120.00 LANXESS AG EUR	2019-06-17	2020-01-27
	30.00 LANXESS AG EUR	2019-06-28	2020-01-27
	18.00 LILLY ELI & CO	2019-06-17	2020-04-08
	10.00 LILLY ELI & CO	2019-06-17	2020-07-20
	39.00 LIVANOVA PLC GBP	2019-06-17	2020-04-06
	15.00 LIVANOVA PLC GBP	2019-06-17	2020-04-08
	18.00 LIVANOVA PLC GBP	2019-08-07	2020-04-08
	14.00 LIVANOVA PLC GBP	2019-08-07	2020-04-30
	22.00 LIVANOVA PLC GBP	2019-10-04	2020-04-30
	361.00 LIVERAMP HOLDINGS INC	2019-09-13	2020-01-22
	110.00 LIVERAMP HOLDINGS INC	2020-03-11	2020-09-02
	37.00 LIVERAMP HOLDINGS INC	2019-11-18	2020-10-16
	94.00 LIVERAMP HOLDINGS INC	2019-11-18	2020-12-01
	54.00 LIVERAMP HOLDINGS INC	2019-11-21	2020-12-01
	23.00 LIVERAMP HOLDINGS INC	2020-03-11	2020-12-17
	97.00 LKQ CORP NEW	2019-09-27	2020-05-13
	29.00 LKQ CORP NEW	2019-09-27	2020-07-29
	67.00 LKQ CORP NEW	2019-09-27	2020-09-02
	63.00 LKQ CORP NEW	2019-09-27	2020-10-13
	226.00 LKQ CORP NEW	2019-09-27	2020-11-27
	232.00 LKQ CORP NEW	2020-01-22	2020-11-27
	52.00 LYFT INC CL A	2019-12-26	2020-03-20
	211.00 LYFT INC CL A	2019-12-26	2020-03-24
	56.00 MARSH & MCLENNAN COS INC	2019-11-21	2020-09-02
	138.00 MASCO CORP	2019-06-17	2020-03-24
	117.00 MASCO CORP	2019-08-23	2020-03-24
	101.00 MEDICINES CO MERGER : 01/2020	2019-06-17	2020-01-08
	9.00 MICRON TECHNOLOGY INC	2019-06-17	2020-05-11
	10.00 MICROSOFT CORP	2018-06-12	2020-07-24
	351.00 MINEBEA CO LTD ORD ORD JPY	2019-06-18	2020-03-02
	8.00 MIRATI THERAPEUTICS INC COM	2020-04-06	2020-09-16
	22.00 MIRATI THERAPEUTICS INC COM	2020-04-06	2020-12-01
	948.03 MIROVA GLOBAL SUSTAINABLE EQUITY FUND CLASS Y	2020-02-14	2020-06-19
	20.00 MOHAWK INDUSTRIES INC	2019-07-05	2020-06-16
	85.00 MOHAWK INDUSTRIES INC	2019-07-05	2020-07-24
	16.00 MOHAWK INDUSTRIES INC	2019-07-19	2020-07-24
	31.00 MOHAWK INDUSTRIES INC	2019-08-23	2020-07-24
	22.00 MOHAWK INDUSTRIES INC	2020-03-24	2020-07-24
	20.00 MOHAWK INDUSTRIES INC	2019-07-19	2020-07-27
	27.00 MOHAWK INDUSTRIES INC	2019-07-19	2020-08-03
	22.00 MOHAWK INDUSTRIES INC	2019-07-19	2020-10-16
	6.00 MOHAWK INDUSTRIES INC	2019-10-25	2020-10-16
	681.00 MONTROSE ENVIRONMENTAL GROUP	2020-07-24	2020-08-04
	27.00 MONTROSE ENVIRONMENTAL GROUP	2020-07-29	2020-08-04
	3.00 MSA SAFETY INC COM	2020-03-24	2020-07-29
	18.00 NESTE OIL OYJ EUR	2019-10-01	2020-10-26
	25.00 NINTENDO LTD ADR NEW JAPAN ADR	2019-06-17	2020-04-22
	1,320.00 NORDEA BK ABP SPON ADR	2019-06-17	2020-04-06
	10,942.66 NORTHERN GLOBAL SUSTAINABILITY INDEX FUND	2019-06-13	2020-02-14
	208.50 NORTHERN GLOBAL SUSTAINABILITY INDEX FUND	2019-12-19	2020-02-14
	89.20 NORTHERN GLOBAL SUSTAINABILITY INDEX FUND	2019-12-19	2020-02-14
	5.00 NXP SEMICONDUCTORS N V COM EUR	2019-12-26	2020-10-02
	13.00 NXP SEMICONDUCTORS N V COM EUR	2019-12-26	2020-10-13
	109.00 ON SEMICONDUCTOR CORP	2019-06-26	2020-06-16
	19.00 ON SEMICONDUCTOR CORP	2019-06-26	2020-07-29
	439.00 ON SEMICONDUCTOR CORP	2019-06-26	2020-09-02
	157.00 ON SEMICONDUCTOR CORP	2019-08-23	2020-09-02
	78.00 ON SEMICONDUCTOR CORP	2020-03-24	2020-09-02
	63.00 ON SEMICONDUCTOR CORP	2020-01-24	2020-11-12
	126.00 ON SEMICONDUCTOR CORP	2020-01-24	2020-12-18
	107.00 ON SEMICONDUCTOR CORP	2020-04-06	2020-12-18
	86.00 ON SEMICONDUCTOR CORP	2020-05-08	2020-12-18
	494.00 ONESPAWORLD HLDGS LTD	2019-06-18	2020-05-13
	587.00 ONESPAWORLD HLDGS LTD	2019-06-18	2020-06-04
	206.00 ONESPAWORLD HLDGS LTD	2019-10-29	2020-06-04
	293.00 ONESPAWORLD HLDGS LTD	2020-01-29	2020-06-04
	145.00 ONESPAWORLD HLDGS LTD	2020-02-26	2020-06-04
	644.00 ONESPAWORLD HLDGS LTD	2020-03-24	2020-06-04
	434.00 ONESPAWORLD HLDGS LTD	2020-03-26	2020-06-04
	4.00 PRICE T ROWE GROUP INC	2019-06-17	2020-05-11
	12.00 PRICE T ROWE GROUP INC	2019-06-17	2020-07-24
	22.00 PROCTER & GAMBLE CO	2019-02-04	2020-04-08
	3.00 PROLOGIS INC COM	2020-03-30	2020-07-29
	16.00 PROLOGIS INC COM	2020-03-30	2020-09-02
	30.00 PRUDENTIAL FINANCIAL INC	2019-06-17	2020-06-16
	75.00 PRUDENTIAL FINANCIAL INC	2019-06-17	2020-09-02
	158.00 PTC INC COM	2019-12-26	2020-06-24
	69.00 REYNOLDS CONSUMER PRODS INC	2020-01-31	2020-06-24
	140.00 REYNOLDS CONSUMER PRODS INC	2020-01-31	2020-07-02
	187.00 REYNOLDS CONSUMER PRODS INC	2020-01-31	2020-07-31
	199.00 REYNOLDS CONSUMER PRODS INC	2020-01-31	2020-09-02
	209.00 REYNOLDS CONSUMER PRODS INC	2020-06-04	2020-09-02
	101.00 REYNOLDS CONSUMER PRODS INC	2020-08-05	2020-09-02
	223.00 ROYAL CARIBBEAN CRUISES LTD LIBERIA ORD	2020-03-20	2020-04-02
	53.00 ROYAL CARIBBEAN CRUISES LTD LIBERIA ORD	2020-03-24	2020-04-02
	60.00 ROYAL CARIBBEAN CRUISES LTD LIBERIA ORD	2020-03-30	2020-04-02
	135.00 ROYAL DSM N V SPON ADR	2019-06-17	2020-05-08
	173.00 ROYAL DSM N V SPON ADR	2020-01-24	2020-05-08
	2.00 S&P GLOBAL INC	2020-04-08	2020-10-23
	17.00 S&P GLOBAL INC	2020-04-08	2020-11-03
	15.00 SAGE GROUP PLC ORD GBP	2019-06-17	2020-07-27
	195.00 SAGE GROUP PLC ORD GBP	2019-06-17	2020-11-06
	52.00 SALESFORCE.COM INC	2019-11-21	2020-03-24
	79.00 SALESFORCE.COM INC	2020-01-22	2020-03-24
	144.00 SIMON PPTY GROUP INC SBI	2019-06-17	2020-01-24
	14.00 SIMON PPTY GROUP INC SBI	2019-08-23	2020-01-24
	3.00 SOLAREDGE TECHNOLOGIES INC	2020-09-02	2020-10-02
	56.00 SONY GROUP CORP SPONSORED ADR	2019-06-17	2020-11-03
	44.00 STARBUCKS CORP	2020-07-22	2020-09-02
	129.00 STERICYCLE INC	2019-06-17	2020-01-22
	48.00 STERICYCLE INC	2019-07-05	2020-01-22
	49.00 STERICYCLE INC	2019-07-23	2020-01-22
	232.00 SYNCHRONY FINL	2020-01-24	2020-04-07
	40.00 SYNCHRONY FINL	2020-01-24	2020-07-29
	80.00 SYNCHRONY FINL	2020-01-24	2020-09-02
	5.00 TAKE-TWO INTERACTIVE SOFTWRE	2019-12-26	2020-07-29
	17.00 TAKE-TWO INTERACTIVE SOFTWRE	2019-12-26	2020-09-02
	515.43 TIAA-CREF CORE IMPACT BOND FUND CLASS ADVISOR	2019-06-13	2020-03-20
	1,482.97 TIAA-CREF CORE IMPACT BOND FUND CLASS ADVISOR	2019-06-13	2020-06-19
	216.00 TRIMBLE INC COM	2019-11-21	2020-06-10
	11.00 TRIMBLE INC COM	2020-01-22	2020-06-10
	39.00 TRIMBLE INC COM	2020-04-06	2020-07-24
	39.00 TRIMBLE INC COM	2020-01-22	2020-11-20
	39.00 TRIMBLE INC COM	2020-04-06	2020-12-01
	279.00 TRIMBLE INC COM	2020-01-22	2020-12-17
	58.00 TRIMBLE INC COM	2020-03-24	2020-12-17
	33.00 TRIMBLE INC COM	2020-04-06	2020-12-18
	1,219.76 UBS ENGAGE FOR IMPACT FUND CL P	2019-06-13	2020-07-20
	3,638.35 UBS INTERNATIONAL SUSTAINABLE EQUITY FUND CLASS P	2019-06-13	2020-03-20
	821.26 UBS INTERNATIONAL SUSTAINABLE EQUITY FUND CLASS P	2019-06-13	2020-04-21
	4,712.14 UBS SUSTAINABLE DEVELOPMENT BANK BOND FUND CL P	2019-06-13	2020-04-21
	703.54 UBS SUSTAINABLE DEVELOPMENT BANK BOND FUND CL P	2019-06-13	2020-06-19
	90.00 ULTA BEAUTY, INC	2020-01-22	2020-03-11
	17.00 ULTA BEAUTY, INC	2020-01-24	2020-04-06
	15.00 ULTA BEAUTY, INC	2020-02-28	2020-04-06
	13.00 UNITEDHEALTH GROUP INC	2018-02-12	2020-03-11
	42.00 UNITEDHEALTH GROUP INC	2018-02-12	2020-03-27
	5.00 UNITEDHEALTH GROUP INC	2018-05-24	2020-03-27
	8.00 UNITEDHEALTH GROUP INC	2018-05-24	2020-04-01
	2.00 UNITEDHEALTH GROUP INC	2019-06-17	2020-05-11
	1.00 UNITEDHEALTH GROUP INC	2018-05-24	2020-07-29
	2.00 UNITEDHEALTH GROUP INC	2018-05-24	2020-10-02
	146.00 US BANCORP DEL (NEW)	2019-06-17	2020-01-24
	378.00 US BANCORP DEL (NEW)	2019-06-17	2020-03-24
	39.00 US BANCORP DEL (NEW)	2019-08-23	2020-03-24
	10.00 VISA INC CL A	2018-05-24	2020-06-24
	2.00 VISA INC CL A	2018-05-24	2020-07-29
	3.00 VISA INC CL A	2018-05-24	2020-10-02
	228.00 VITAL FARMS INC	2020-07-31	2020-08-05
	96.00 WALT DISNEY CO (HOLDING CO) DISNEY COM	2019-06-17	2020-07-20
	21.00 WALT DISNEY CO (HOLDING CO) DISNEY COM	2020-02-28	2020-07-20
	58.00 WALT DISNEY CO (HOLDING CO) DISNEY COM	2019-11-21	2020-07-22
	42.00 WALT DISNEY CO (HOLDING CO) DISNEY COM	2020-03-24	2020-07-22
	91.00 WALT DISNEY CO (HOLDING CO) DISNEY COM	2020-06-24	2020-07-22
	60.00 WSTN DIGITAL CORP	2019-06-17	2020-02-28
	80.00 WSTN DIGITAL CORP	2019-09-27	2020-09-02

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	11,202	11,730	-528
b	11,377	9,922	1,455
c	9,161	7,209	1,952
d	13,653	10,813	2,840
e	9,930	5,802	4,128
	631	725	-94
	2,940	3,117	-177
	6,484	6,379	105
	1,654	1,305	349
	13,579	9,032	4,547
	2,160	1,024	1,136
	3,703	1,939	1,764
	1,852	1,149	703
	13,601	11,199	2,402
	9,391	8,558	833
	4,744	3,783	961
	10,072	8,637	1,435
	1,630	2,079	-449
	2,183	2,079	104
	156	143	13
	935	647	288
	4,426	3,020	1,406
	2,055	1,976	79
	1,816	1,662	154
	2,673	2,569	104
	1,504	1,285	219
	2,140	1,385	755
	2,186	1,286	900
	2,208	2,208	0
	11,398	11,317	81
	9,795	9,367	428
	2,315	2,305	10
	15,805	11,899	3,906
	2,915	1,701	1,214
	17,075	9,813	7,262
	342	175	167
	15,281	12,012	3,269
	1,146	1,023	123
	3,434	3,434	0
	1,669	1,201	468
	469	300	169
	1,056	693	363
	2,046	1,385	661
	1,169	865	304
	11,476	12,416	-940
	27,710	28,644	-934
	2,379	1,648	731
	3,721	1,284	2,437
	12,796	5,186	7,610
	2,706	2,267	439
	5,624	4,606	1,018
	5,430	6,827	-1,397
	2,283	2,737	-454
	1,626	1,836	-210
	2,732	3,173	-441
	1,607	1,410	197
	1,523	1,479	44
	8,569	9,216	-647
	354	402	-48
	19,175	20,974	-1,799
	2,316	2,222	94
	1,787	1,842	-55
	4,775	5,677	-902
	2,317	2,676	-359
	2,912	2,681	231
	2,929	7,610	-4,681
	278	676	-398
	694	1,694	-1,000
	1,041	2,557	-1,516
	949	2,417	-1,468
	5,554	6,258	-704
	19,316	17,624	1,692
	588	586	2
	14,910	22,741	-7,831
	490	905	-415
	4,429	7,249	-2,820
	902	1,238	-336
	1,215	1,673	-458
	4,307	4,123	184
	16,251	16,685	-434
	1,385	1,210	175
	1,890	1,303	587
	4,796	3,163	1,633
	3,019	2,300	719
	1,717	1,717	0
	1,908	1,847	61
	822	873	-51
	1,573	1,021	552
	1,249	627	622
	2,862	3,035	-173
	6,015	6,510	-495
	1,771	1,947	-176
	1,328	1,510	-182
	3,590	4,082	-492
	2,341	2,522	-181
	2,949	2,860	89
	1,368	1,496	-128
	1,733	2,532	-799
	883	1,477	-594
	1,676	2,997	-1,321
	3,523	3,862	-339
	1,069	1,275	-206
	10,016	6,896	3,120
	3,055	2,449	606
	2,086	1,479	607
	1,706	1,168	538
	6,035	5,469	566
	2,091	1,840	251
	988	1,068	-80
	399	423	-24
	529	648	-119
	358	465	-107
	3,314	4,428	-1,114
	14,723	9,833	4,890
	3,574	3,408	166
	8,578	8,791	-213
	2,551	2,528	23
	2,771	3,755	-984
	95	117	-22
	1,669	2,154	-485
	9,538	12,592	-3,054
	2,742	2,327	415
	16,766	16,766	0
	786	516	270
	8,569	6,821	1,748
	700	516	184
	11,038	7,935	3,103
	1,162	694	468
	1,941	1,235	706
	7,078	6,142	936
	1,770	1,771	-1
	2,627	2,016	611
	1,664	1,120	544
	1,714	2,817	-1,103
	716	1,083	-367
	859	1,418	-559
	743	1,103	-360
	1,168	1,559	-391
	16,049	16,590	-541
	6,486	3,308	3,178
	2,132	1,737	395
	5,407	4,413	994
	3,106	2,628	478
	1,621	692	929
	2,218	3,027	-809
	807	905	-98
	2,151	2,091	60
	1,929	1,966	-37
	8,161	7,052	1,109
	8,377	7,919	458
	1,114	2,342	-1,228
	5,415	9,503	-4,088
	6,516	6,001	515
	4,322	5,288	-966
	3,664	4,578	-914
	8,585	3,607	4,978
	438	293	145
	2,018	1,013	1,005
	6,001	5,388	613
	1,297	650	647
	5,174	1,788	3,386
	14,846	15,055	-209
	1,979	3,024	-1,045
	7,178	12,851	-5,673
	1,345	2,475	-1,130
	2,618	3,500	-882
	1,858	1,614	244
	1,715	3,094	-1,379
	2,147	4,177	-2,030
	2,314	3,403	-1,089
	631	870	-239
	16,139	16,050	89
	640	571	69
	355	277	78
	1,007	584	423
	1,374	1,081	293
	7,059	9,609	-2,550
	177,162	156,371	20,791
	3,376	3,223	153
	1,444	1,379	65
	641	638	3
	1,804	1,659	145
	2,164	2,157	7
	395	376	19
	9,608	8,687	921
	3,436	2,761	675
	1,707	1,018	689
	1,755	1,581	174
	3,978	3,161	817
	3,378	1,343	2,035
	2,715	1,464	1,251
	2,542	7,154	-4,612
	4,055	8,501	-4,446
	1,423	3,266	-1,843
	2,024	4,423	-2,399
	1,002	1,854	-852
	4,449	2,619	1,830
	2,998	2,123	875
	455	424	31
	1,603	1,272	331
	2,512	2,155	357
	312	249	63
	1,642	1,327	315
	1,987	2,979	-992
	5,140	7,448	-2,308
	12,207	11,894	313
	2,388	1,930	458
	4,942	3,916	1,026
	6,375	5,231	1,144
	6,520	5,567	953
	6,848	7,154	-306
	3,309	3,149	160
	5,797	5,309	488
	1,378	1,737	-359
	1,560	1,781	-221
	4,129	4,051	78
	5,291	5,390	-99
	673	522	151
	5,692	4,441	1,251
	140	147	-7
	1,676	1,911	-235
	7,937	8,482	-545
	12,059	14,595	-2,536
	21,134	23,521	-2,387
	2,055	2,054	1
	758	656	102
	4,832	2,917	1,915
	3,813	3,366	447
	8,128	5,862	2,266
	3,024	2,282	742
	3,087	2,268	819
	3,977	7,109	-3,132
	931	1,309	-378
	1,982	2,618	-636
	788	617	171
	2,931	2,097	834
	5,196	5,377	-181
	16,120	15,482	638
	9,582	8,487	1,095
	488	488	0
	1,722	1,208	514
	2,270	1,731	539
	2,350	1,208	1,142
	18,284	12,386	5,898
	3,801	1,614	2,187
	2,180	1,022	1,158
	12,966	12,808	158
	26,524	35,474	-8,950
	6,964	8,007	-1,043
	52,540	49,666	2,874
	7,844	7,415	429
	19,962	24,576	-4,614
	2,986	4,673	-1,687
	2,635	3,876	-1,241
	3,630	2,938	692
	10,206	9,493	713
	1,215	1,215	0
	1,890	1,947	-57
	579	492	87
	309	243	66
	630	487	143
	7,870	7,696	174
	11,617	19,894	-8,277
	1,199	2,033	-834
	1,912	1,319	593
	392	264	128
	606	396	210
	9,234	8,449	785
	11,299	13,513	-2,214
	2,472	2,428	44
	6,869	8,512	-1,643
	4,974	4,062	912
	10,777	10,127	650
	3,171	2,184	987
	3,063	3,063	0

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			-528
b			1,455
c			1,952
d			2,840
e			4,128
			-94
			-177
			105
			349
			4,547
			1,136
			1,764
			703
			2,402
			833
			961
			1,435
			-449
			104
			13
			288
			1,406
			79
			154
			104
			219
			755
			900
			0
			81
			428
			10
			3,906
			1,214
			7,262
			167
			3,269
			123
			0
			468
			169
			363
			661
			304
			-940
			-934
			731
			2,437
			7,610
			439
			1,018
			-1,397
			-454
			-210
			-441
			197
			44
			-647
			-48
			-1,799
			94
			-55
			-902
			-359
			231
			-4,681
			-398
			-1,000
			-1,516
			-1,468
			-704
			1,692
			2
			-7,831
			-415
			-2,820
			-336
			-458
			184
			-434
			175
			587
			1,633
			719
			0
			61
			-51
			552
			622
			-173
			-495
			-176
			-182
			-492
			-181
			89
			-128
			-799
			-594
			-1,321
			-339
			-206
			3,120
			606
			607
			538
			566
			251
			-80
			-24
			-119
			-107
			-1,114
			4,890
			166
			-213
			23
			-984
			-22
			-485
			-3,054
			415
			0
			270
			1,748
			184
			3,103
			468
			706
			936
			-1
			611
			544
			-1,103
			-367
			-559
			-360
			-391
			-541
			3,178
			395
			994
			478
			929
			-809
			-98
			60
			-37
			1,109
			458
			-1,228
			-4,088
			515
			-966
			-914
			4,978
			145
			1,005
			613
			647
			3,386
			-209
			-1,045
			-5,673
			-1,130
			-882
			244
			-1,379
			-2,030
			-1,089
			-239
			89
			69
			78
			423
			293
			-2,550
			20,791
			153
			65
			3
			145
			7
			19
			921
			675
			689
			174
			817
			2,035
			1,251
			-4,612
			-4,446
			-1,843
			-2,399
			-852
			1,830
			875
			31
			331
			357
			63
			315
			-992
			-2,308
			313
			458
			1,026
			1,144
			953
			-306
			160
			488
			-359
			-221
			78
			-99
			151
			1,251
			-7
			-235
			-545
			-2,536
			-2,387
			1
			102
			1,915
			447
			2,266
			742
			819
			-3,132
			-378
			-636
			171
			834
			-181
			638
			1,095
			0
			514
			539
			1,142
			5,898
			2,187
			1,158
			158
			-8,950
			-1,043
			2,874
			429
			-4,614
			-1,687
			-1,241
			692
			713
			0
			-57
			87
			66
			143
			174
			-8,277
			-834
			593
			128
			210
			785
			-2,214
			44
			-1,643
			912
			650
			987
			0

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	44,138
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 ...................		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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	1,323
c	All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	1,323
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	1,323
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	0
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	1,323
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	1,323
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.......		9	0
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

LAURIE SKIPPER Telephone no. bullet

(818) 240-8727

Located at bullet

200 N MARYLAND AVENUE 201GLENDALECA ZIP+4 bullet

91206

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
ANDREW SKIPPER	PRESIDENT 0.00	0	0	0
200 N MARYLAND AVE 201 GLENDALE,CA91206	PRESIDENT 0.00	0	0	0
LAURIE SKIPPER	SECRETARY/TREASURER 0.00	0	0	0
200 N MARYLAND AVE 201 GLENDALE,CA91206	SECRETARY/TREASURER 0.00	0	0	0
PETER SKIPPER	DIRECTOR 0.00	0	0	0
200 N MARYLAND AVE 201 GLENDALE,CA91206	DIRECTOR 0.00	0	0	0
KATHERINE SKIPPER	DIRECTOR 0.00	0	0	0
200 N MARYLAND AVE 201 GLENDALE,CA91206	DIRECTOR 0.00	0	0	0

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...................				0

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)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,769,968

Average of monthly cash balances.......................

177,033

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

3,947,001

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,947,001

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

59,205

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

3,887,796

Minimum investment return. Enter 5% of line 5..................

194,390

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.)

Minimum investment return from Part X, line 6....................

194,390

Tax on investment income for 2020 from Part VI, line 5......

1,323

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

1,323

Distributable amount before adjustments. Subtract line 2c from line 1............

193,067

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

193,067

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

193,067

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

199,591

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

199,591

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

199,591

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)

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					193,067
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	84,509
b From 2016......	46,969
c From 2017......
d From 2018......	9,481
e From 2019......	3,086
fTotal of lines 3a through e........		144,045
4Qualifying distributions for 2020 from Part
XII, line 4: $ 199,591
a Applied to 2019, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2020 distributable amount.....					193,067
e Remaining amount distributed out of corpus		6,524
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		150,569
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) ...		84,509
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		66,060
10 Analysis of line 9:
a Excess from 2016....	46,969
b Excess from 2017....
c Excess from 2018....	9,481
d Excess from 2019....	3,086
e Excess from 2020....	6,524

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
HABITAT FOR HUMANITY 270 PEACH STREET NW 1300 ATLANTA,GA30303		501(C)(3)	COMMUNITY DEVELOPMENTCOMMUNITY DEVELOPMENT	30,000
PIERCE COLLEGE 6201 WINNETKA AVENUE WOODLAND HILLS,CA91371		501(C)(3)	SCHOLARSHIP FUND	6,000
WAYNE & KIT DANLEY SCHOLARSHIPS NEIGHBORHOOD MINISTRIES 1918 W VAN BUREN STREET PHOENIX,AZ85009		501(C)(3)	SCHOLARSHIP FUND	30,000
COOPERATIVE FOR EDUCATION 2300 MONTANA AVENUE CINCINNATI,OH45211		501(C)(3)	EDUCATION	35,000
D-REV (EQUALIZE HEALTH) 695 MINNESOTA STREET SAN FRANCISCO,CA94107		501(C)(3)	AFFORDABLE MEDICAL EQUIPMENT	20,000
SCI FOUNDATION - SCHISTISTOSOMIASIS CONTROL INITIATIVE EDINGBURGH HOUSE 170 KENNINGTON LANE LAMBETH,LONDONSE11 5DP UK		501(C)(3)	DEWORMING MEDICATION FOR CHILDREN IN AFRICA	10,000
TRANSFOR POVERTY GLOBAL 14073 W FIRST DRIVE GOLDEN,CO80401		501(C)(3)	COMMUNITY DEVELOPMENT	10,000
CAMP ARROWHEAD EPISCOPAL MISSION SUPPORT CENTER 913 WILSON ROAD WILMINGTON,DE19803		501(C)(3)	YOUTH DEVELOPMENT	25,000
DIRECT RELIEF 6100 WALLLACE BECKNELL ROAD SANTA BARBARA,CA93117		501(C)(3)	MEDICAL PERSONAL PROTECTIVE EQUIPMENT	10,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY 1667 K STREET NW SUITE 550 WASHINGTON,DC20006		501(C)(3)	EDUCATION	1,000
Total ................................. 3a				177,000

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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 ...........			14	105
4 Dividends and interest from securities....			14	74,835
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	44,138
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)..		0		119,078	0

13Total. Add line 12, columns (b), (d), and (e)..................

119,078

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of organization THE NEW OPPORTUNITIES FOUNDATION

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	ANDREW LAURIE SKIPPER 23925 VIA DANZA VALENCIA, CA91355	$ 466,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Name of organization THE NEW OPPORTUNITIES FOUNDATION		Employer identification number 82-0577111

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)


Name of organization THE NEW OPPORTUNITIES FOUNDATION			Employer identification number 82-0577111
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.) $ Use duplicate copies of Part III if additional space is needed.