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.
bullet

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 05-01-2020 , and ending 04-30-2021

Name of foundation
THE MCNEILL FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 540777
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL32854

A Employer identification number

59-6869788

B Telephone number (see instructions)

(407) 420-9005

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

$992,915J Accounting method: Cash Accrual
Other (specify)
(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)
2	Check .............
3	Interest on savings and temporary cash investments	11		11
4	Dividends and interest from securities...	7,812		7,812
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		169,604
b	Gross sales price for all assets on line 6a 3,188,409
7	Capital gain net income (from Part IV, line 2)...			169,604
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........	177,427		177,427
13	Compensation of officers, directors, trustees, etc.	10,000		5,000	5,000
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		2,678	1,339	1,339
c	Other professional fees (attach schedule)....		5,617	5,617
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		12
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	18,307		11,956	6,339
25	Contributions, gifts, grants paid.......	85,000			85,000
26	Total expenses and disbursements. Add lines 24 and 25	103,307		11,956	91,339
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	74,120
b	Net investment income (if negative, enter -0-)			165,471
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.............	122,237	47,345	47,349
	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).......	638,387	787,399	945,566
	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)	760,624	834,744	992,915
	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
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,594,367	1,594,367
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	-833,743	-759,623
	29	Total net assets or fund balances (see instructions).....	760,624	834,744
	30	Total liabilities and net assets/fund balances (see instructions).	760,624	834,744

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

760,624

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

74,120

Other increases not included in line 2 (itemize) bullet

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

834,744

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 .

834,744

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	110-ISHARES US UTILITIES ETF	P	2020-04-28	2020-05-01
b	700-TAYLOR MORRISON HOME CORP	P	2020-04-28	2020-05-04
c	25-ISHARES RUSSELL 1000 GROWTH ETF	P	2020-04-20	2020-05-14
d	100-CITIGROUP INC.	P	2020-06-08	2020-06-11
e	25-FACEBOOK INC	P	2020-05-08	2020-06-29
	25-ISHARES RUSSELL 1000 GROWTH ETF	P	2020-04-23	2020-07-24
	30-FACEBOOK INC	P	2020-07-30	2020-09-03
	40-APPLE INC	P	2020-06-16	2020-09-04
	100-FERRARI NV	P	2020-08-13	2020-09-17
	20-NEXTERA ENERGY, INC.	P	2020-08-07	2020-09-30
	150-ISHARES U.S. HOME CONSTRUCTION E	P	2020-09-28	2020-10-27
	20-LOWE'S COMPANIES INC.	P	2020-03-25	2020-11-18
	200-LONGVIEW ACQUISITION CORP.	P	2020-12-24	2020-12-31
	70-GLOBAL X GENOMICS & BIOTECHNOLOGY	P	2020-12-10	2021-01-27
	70-WALMART INC	P	2020-09-30	2021-02-18
	190-SOCIAL CAPITAL HEDOSOPHIA HOLDIN	P	2021-01-08	2021-02-23
	30-APPLE INC	P	2020-09-15	2021-02-25
	200-SOCIAL CAPITAL HEDOSOPHIA HOLDIN	P	2021-01-19	2021-03-04
	30-APPLE INC	P	2021-03-04	2021-03-08
	30-PAYPAL HOLDINGS INC.	P	2021-03-11	2021-03-17
	900-U.S. GLOBAL JETS ETF	P	2021-03-17	2021-03-22
	150-ISHARES U.S. HOME CONSTRUCTION E	P	2021-03-17	2021-04-13
	40-NEXTERA ENERGY, INC.	P	2020-03-30	2020-05-01
	1000-BLOOMIN' BRANDS INC	P	2020-04-23	2020-05-04
	20-ISHARES US MEDICAL DEVICES ETF	P	2020-04-17	2020-05-14
	400-ETFMG PRIME MOBILE PAYMENTS ETF	P	2020-06-01	2020-06-11
	60-LOCKHEED MARTIN CORP	P	2020-03-24	2020-07-09
	120-ISHARES RUSSELL 1000 GROWTH ETF	P	2020-04-16	2020-07-24
	20-FACEBOOK INC	P	2020-05-08	2020-09-03
	8-APPLE INC	P	2020-03-02	2020-09-04
	10-ADOBE SYSTEMS INC.	P	2020-09-14	2020-09-17
	80-NEXTERA ENERGY, INC.	P	2020-07-17	2020-09-30
	20-ISHARES PHLX SEMICONDUCTOR ETF	P	2020-10-06	2020-10-28
	5-THERMO FISHER SCIENTIFIC INC	P	2020-07-20	2020-11-18
	200-LONGVIEW ACQUISITION CORP.	P	2020-12-23	2020-12-31
	200-EDWARDS LIFESCIENCES CORP	P	2020-12-10	2021-01-29
	40-WALMART INC	P	2020-09-24	2021-02-18
	300-GLOBAL X GENOMICS & BIOTECHNOLOG	P	2021-02-08	2021-02-23
	30-APPLE INC	P	2020-09-25	2021-02-25
	100-SOCIAL CAPITAL HEDOSOPHIA HOLDIN	P	2021-01-28	2021-03-04
	20-APPLE INC	P	2020-09-25	2021-03-08
	100-PAYPAL HOLDINGS INC.	P	2021-03-10	2021-03-17
	60-JPMORGAN CHASE & CO	P	2020-11-03	2021-03-22
	500-COMCAST CORP	P	2021-03-11	2021-04-13
	60-NEXTERA ENERGY, INC.	P	2020-04-21	2020-05-01
	20-SERVICENOW INC	P	2020-05-04	2020-05-13
	10-ISHARES US MEDICAL DEVICES ETF	P	2020-04-16	2020-05-14
	20-ISHARES US MEDICAL DEVICES ETF	P	2020-04-16	2020-06-11
	10-SERVICENOW INC	P	2020-05-28	2020-07-13
	5-ALPHABET INC CLASS A	P	2020-04-06	2020-07-31
	200-TAYLOR MORRISON HOME CORP	P	2020-06-16	2020-09-03
	30-ISHARES PHLX SEMICONDUCTOR ETF	P	2020-07-27	2020-09-08
	25-ADOBE SYSTEMS INC.	P	2020-05-18	2020-09-17
	50-TECHNOLOGY SELECT SECTOR SPDR	P	2020-10-08	2020-10-15
	5-ISHARES PHLX SEMICONDUCTOR ETF	P	2020-09-14	2020-10-28
	5-THERMO FISHER SCIENTIFIC INC	P	2020-05-18	2020-11-18
	75-ABBOTT LABORATORIES	P	2020-11-11	2021-01-08
	200-LONGVIEW ACQUISITION CORP.	P	2020-11-27	2021-01-29
	100-PINTEREST INC	P	2020-12-15	2021-02-23
	130-GLOBAL X GENOMICS & BIOTECHNOLOG	P	2020-12-10	2021-02-23
	50-ISHARES U.S. HOME CONSTRUCTION ET	P	2020-12-17	2021-02-25
	80-PINTEREST INC	P	2020-10-27	2021-03-08
	20-LABORATORY CORP OF AMERICA HOLDIN	P	2020-11-05	2021-03-11
	200-INVESCO DYNAMIC LEISURE & ENTERT	P	2021-03-15	2021-03-17
	80-BOEING CO	P	2021-03-01	2021-03-23
	100-PINTEREST INC	P	2021-04-06	2021-04-16
	300-BLOOMIN' BRANDS INC	P	2020-04-27	2020-05-01
	70-VANGUARD INFORMATION TECHNOLOGY E	P	2020-03-30	2020-05-13
	110-ISHARES DOW JONES US ETF	P	2020-05-18	2020-06-01
	90-ISHARES US MEDICAL DEVICES ETF	P	2020-04-07	2020-06-11
	5-SERVICENOW INC	P	2020-05-04	2020-07-13
	3-ALPHABET INC CLASS A	P	2020-03-26	2020-07-31
	1000-TAYLOR MORRISON HOME CORP	P	2020-06-12	2020-09-03
	20-ISHARES PHLX SEMICONDUCTOR ETF	P	2020-07-15	2020-09-08
	20-HOME DEPOT INC	P	2020-08-07	2020-09-18
	50-TECHNOLOGY SELECT SECTOR SPDR	P	2020-09-28	2020-10-15
	30-POOL CORP.	P	2020-09-25	2020-10-28
	45-THERMO FISHER SCIENTIFIC INC	P	2020-05-18	2020-11-24
	65-ABBOTT LABORATORIES	P	2020-11-02	2021-01-08
	200-LONGVIEW ACQUISITION CORP.	P	2020-12-07	2021-01-29
	20-PINTEREST INC	P	2020-10-27	2021-02-23
	570-GLOBAL X GENOMICS & BIOTECHNOLOG	P	2020-12-08	2021-02-23
	100-ISHARES U.S. HOME CONSTRUCTION E	P	2020-11-10	2021-02-25
	10-PINTEREST INC	P	2020-10-12	2021-03-08
	100-LABORATORY CORP OF AMERICA HOLDI	P	2020-11-02	2021-03-11
	450-INVESCO DYNAMIC LEISURE & ENTERT	P	2021-03-11	2021-03-17
	150-INVESCO DYNAMIC SEMICONDUCTORS E	P	2021-03-22	2021-03-23
	100-UNION PACIFIC CORP	P	2021-03-26	2021-04-16
	400-ETFMG PRIME MOBILE PAYMENTS ETF	P	2020-04-24	2020-05-01
	20-VANGUARD INFORMATION TECHNOLOGY E	P	2020-04-06	2020-05-13
	60-EDWARDS LIFESCIENCES CORP	P	2020-05-15	2020-06-05
	200-MERCK & COMPANY INC.	P	2020-04-22	2020-06-15
	5-SERVICENOW INC	P	2020-04-23	2020-07-13
	40-VISA INC	P	2020-04-14	2020-07-31
	120-PAYPAL HOLDINGS INC.	P	2020-08-05	2020-09-04
	2-AMAZON.COM INC	P	2020-06-12	2020-09-08
	50-LOWE'S COMPANIES INC.	P	2020-04-06	2020-09-18
	200-TECHNOLOGY SELECT SECTOR SPDR	P	2020-09-25	2020-10-15
	30-TOPBUILD CORP.	P	2020-10-01	2020-10-28
	200-LOWE'S COMPANIES INC.	P	2020-03-25	2020-12-01
	135-ABBOTT LABORATORIES	P	2020-11-02	2021-01-12
	200-LONGVIEW ACQUISITION CORP.	P	2020-12-03	2021-01-29
	100-T-MOBILE US INC.	P	2020-11-11	2021-02-23
	20-HOME DEPOT INC	P	2020-10-07	2021-02-23
	130-ISHARES U.S. HOME CONSTRUCTION E	P	2020-04-27	2021-02-25
	10-ISHARES PHLX SEMICONDUCTOR ETF	P	2020-09-14	2021-03-08
	30-INTUIT INC	P	2020-10-06	2021-03-11
	30-ELI LILLY & COMPANY	P	2021-01-19	2021-03-17
	90-ELI LILLY & COMPANY	P	2021-01-13	2021-03-24
	90-BOEING CO	P	2021-03-31	2021-04-20
	100-TAYLOR MORRISON HOME CORP	P	2020-04-28	2020-05-01
	200-ISHARES U.S. HOME CONSTRUCTION E	P	2020-04-29	2020-05-13
	270-EDWARDS LIFESCIENCES CORP	P	2020-04-06	2020-06-05
	50-NORTHROP GRUMMAN CORP	P	2020-05-20	2020-06-23
	80-INTUIT INC	P	2020-07-07	2020-07-14
	100-VISA INC	P	2020-04-06	2020-07-31
	10-POOL CORP.	P	2020-04-23	2020-09-04
	2-AMAZON.COM INC	P	2020-06-08	2020-09-08
	300-ETFMG PRIME MOBILE PAYMENTS ETF	P	2020-08-11	2020-09-21
	30-STAMPS.COM INC.	P	2020-10-07	2020-10-15
	15-TOPBUILD CORP.	P	2020-04-28	2020-10-28
	100-M/I HOMES INC	P	2020-11-05	2020-12-01
	350-M/I HOMES INC	P	2020-11-02	2021-01-12
	10-ROPER TECHNOLOGIES INC.	P	2020-11-11	2021-02-09
	20-T-MOBILE US INC.	P	2020-10-01	2021-02-23
	80-HOME DEPOT INC	P	2020-04-17	2021-02-23
	20-ISHARES U.S. HOME CONSTRUCTION ET	P	2020-04-06	2021-02-25
	10-ISHARES PHLX SEMICONDUCTOR ETF	P	2020-07-15	2021-03-08
	30-INTUIT INC	P	2020-09-28	2021-03-11
	30-ELI LILLY & COMPANY	P	2021-01-13	2021-03-17
	70-NIKE INC	P	2020-09-11	2021-03-25
	200-PINTEREST INC	P	2021-04-06	2021-04-20
	100-TAYLOR MORRISON HOME CORP	P	2020-04-28	2020-05-01
	200-ISHARES U.S. HOME CONSTRUCTION E	P	2020-05-05	2020-05-13
	75-TOPBUILD CORP.	P	2020-04-28	2020-06-05
	20-FLEETCOR TECHNOLOGIES INC.	P	2020-06-12	2020-06-24
	75-ISHARES RUSSELL 1000 GROWTH ETF	P	2020-06-09	2020-07-14
	60-ABBVIE INC	P	2020-06-12	2020-09-01
	10-POOL CORP.	P	2020-03-30	2020-09-04
	30-APPLE INC	P	2020-03-02	2020-09-08
	40-FACEBOOK INC	P	2020-05-08	2020-09-21
	80-STAMPS.COM INC.	P	2020-10-01	2020-10-15
	50-APPLE INC	P	2020-09-15	2020-10-30
	150-M/I HOMES INC	P	2020-11-02	2020-12-01
	100-JPMORGAN CHASE & CO	P	2020-11-09	2021-01-20
	20-ROPER TECHNOLOGIES INC.	P	2020-11-03	2021-02-09
	5-ALPHABET INC CLASS A	P	2020-12-01	2021-02-23
	50-NEXTERA ENERGY, INC.	P	2020-10-19	2021-02-23
	130-M/I HOMES INC	P	2021-02-23	2021-02-25
	10-ISHARES PHLX SEMICONDUCTOR ETF	P	2020-07-06	2021-03-08
	40-ISHARES RUSSELL 1000 GROWTH ETF	P	2021-03-10	2021-03-12
	10-IDEXX LABORATORIES INC.	P	2021-03-02	2021-03-18
	230-NIKE INC	P	2020-09-09	2021-03-25
	15-CANADIAN PACIFIC RAILWAY LTD.	P	2021-03-31	2021-04-20
	300-TAYLOR MORRISON HOME CORP	P	2020-04-28	2020-05-01
	50-L3HARRIS TECHNOLOGIES INC	P	2020-04-28	2020-05-13
	50-SALESFORCE.COM INC.	P	2020-05-15	2020-06-05
	40-FLEETCOR TECHNOLOGIES INC.	P	2020-05-20	2020-06-24
	35-ISHARES EXPANDED TECH-SOFTWARE SE	P	2020-07-09	2020-07-16
	40-ABBVIE INC	P	2020-05-15	2020-09-01
	100-ETFMG PRIME MOBILE PAYMENTS ETF	P	2020-08-28	2020-09-04
	15-ADOBE SYSTEMS INC.	P	2020-05-18	2020-09-08
	30-FACEBOOK INC	P	2020-05-15	2020-09-21
	230-PULTE GROUP INC	P	2020-07-22	2020-10-22
	150-ISHARES U.S. HOME CONSTRUCTION E	P	2020-09-28	2020-10-30
	50-PINTEREST INC	P	2020-11-30	2020-12-02
	20-ISHARES PHLX SEMICONDUCTOR ETF	P	2021-01-14	2021-01-20
	30-ROPER TECHNOLOGIES INC.	P	2020-11-03	2021-02-12
	4-ALPHABET INC CLASS A	P	2020-08-07	2021-02-23
	320-NEXTERA ENERGY, INC.	P	2020-10-08	2021-02-23
	10-ISHARES PHLX SEMICONDUCTOR ETF	P	2021-02-19	2021-02-25
	5-SERVICENOW INC	P	2021-02-02	2021-03-08
	110-ISHARES RUSSELL 1000 GROWTH ETF	P	2021-03-09	2021-03-12
	10-IDEXX LABORATORIES INC.	P	2020-09-28	2021-03-18
	15-WAYFAIR INC.	P	2021-03-22	2021-03-25
	65-CANADIAN PACIFIC RAILWAY LTD.	P	2021-03-22	2021-04-20
	2-AMAZON.COM INC	P	2020-04-14	2020-05-01
	70-L3HARRIS TECHNOLOGIES INC	P	2020-03-25	2020-05-13
	100-SALESFORCE.COM INC.	P	2020-05-05	2020-06-05
	60-FLEETCOR TECHNOLOGIES INC.	P	2020-05-19	2020-06-24
	75-ISHARES EXPANDED TECH-SOFTWARE SE	P	2020-07-01	2020-07-16
	200-ABBVIE INC	P	2020-05-06	2020-09-01
	100-ETFMG PRIME MOBILE PAYMENTS ETF	P	2020-08-11	2020-09-04
	40-ACCENTURE PLC	P	2020-06-23	2020-09-10
	30-SALESFORCE.COM INC.	P	2020-09-14	2020-09-21
	600-PULTE GROUP INC	P	2020-07-17	2020-10-22
	50-ISHARES U.S. HOME CONSTRUCTION ET	P	2020-04-27	2020-10-30
	50-PINTEREST INC	P	2020-11-19	2020-12-02
	15-ISHARES PHLX SEMICONDUCTOR ETF	P	2020-11-13	2021-01-20
	200-ISHARES U.S. HOME CONSTRUCTION E	P	2021-02-04	2021-02-16
	4-ALPHABET INC CLASS A	P	2020-09-25	2021-02-23
	420-BUTTERFLY NETWORK INC.	P	2021-02-17	2021-02-25
	15-ISHARES PHLX SEMICONDUCTOR ETF	P	2020-11-05	2021-02-25
	20-SERVICENOW INC	P	2020-10-12	2021-03-08
	50-BOEING CO	P	2021-03-04	2021-03-16
	100-INVESCO DYNAMIC SEMICONDUCTORS E	P	2021-03-16	2021-03-18
	45-WAYFAIR INC.	P	2021-02-19	2021-03-25
	20-MICROSOFT CORP	P	2021-04-21	2021-04-29
	300-TAYLOR MORRISON HOME CORP	P	2020-04-28	2020-05-01
	180-NIKE INC	P	2020-04-23	2020-05-14
	40-POOL CORP.	P	2020-05-08	2020-06-05
	300-ISHARES U.S. HOME CONSTRUCTION E	P	2020-06-16	2020-06-24
	30-VISA INC	P	2020-05-19	2020-07-16
	40-APPLE INC	P	2020-07-13	2020-09-02
	25-TOPBUILD CORP.	P	2020-07-29	2020-09-04
	100-ISHARES U.S. HOME CONSTRUCTION E	P	2020-08-05	2020-09-15
	80-SALESFORCE.COM INC.	P	2020-09-09	2020-09-21
	20-MASTERCARD INC	P	2020-09-15	2020-10-26
	400-TWITTER INC.	P	2020-10-29	2020-11-02
	50-PINTEREST INC	P	2020-10-27	2020-12-02
	40-ISHARES PHLX SEMICONDUCTOR ETF	P	2020-11-11	2021-01-20
	50-ISHARES U.S. HOME CONSTRUCTION ET	P	2020-12-17	2021-02-16
	200-BUTTERFLY NETWORK INC.	P	2021-02-19	2021-02-23
	40-TOPBUILD CORP.	P	2020-05-15	2021-02-25
	5-ISHARES PHLX SEMICONDUCTOR ETF	P	2020-09-14	2021-02-25
	10-SERVICENOW INC	P	2020-11-02	2021-03-08
	30-BOEING CO	P	2021-03-01	2021-03-16
	150-SPDR S&P BANK ETF	P	2021-03-10	2021-03-19
	30-PINTEREST INC	P	2021-03-10	2021-03-25
	10-MICROSOFT CORP	P	2021-04-13	2021-04-29
	400-BLOOMIN' BRANDS INC	P	2020-04-23	2020-05-01
	140-GLOBAL PAYMENTS INC	P	2020-04-08	2020-05-14
	10-POOL CORP.	P	2020-04-23	2020-06-05
	100-ISHARES U.S. HOME CONSTRUCTION E	P	2020-06-12	2020-06-24
	30-VISA INC	P	2020-04-14	2020-07-16
	3-AMAZON.COM INC	P	2020-07-01	2020-09-03
	40-TOPBUILD CORP.	P	2020-04-28	2020-09-04
	100-ISHARES U.S. HOME CONSTRUCTION E	P	2020-07-27	2020-09-15
	100-ISHARES U.S. HOME CONSTRUCTION E	P	2020-07-23	2020-09-21
	60-MASTERCARD INC	P	2020-09-09	2020-10-26
	80-POOL CORP.	P	2020-03-30	2020-11-09
	80-ULTA BEAUTY INC	P	2020-11-10	2020-12-04
	5-ISHARES PHLX SEMICONDUCTOR ETF	P	2020-11-05	2021-01-20
	30-TOPBUILD CORP.	P	2020-12-15	2021-02-16
	80-BUTTERFLY NETWORK INC.	P	2021-02-17	2021-02-23
	20-TOPBUILD CORP.	P	2020-04-24	2021-02-25
	35-NVIDIA CORP.	P	2021-02-26	2021-03-04
	10-SERVICENOW INC	P	2020-11-11	2021-03-08
	35-WAYFAIR INC.	P	2021-02-19	2021-03-16
	150-SPDR S&P BANK ETF	P	2021-03-08	2021-03-19
	190-PINTEREST INC	P	2020-10-12	2021-03-25
	200-TAYLOR MORRISON HOME CORP	P	2020-04-28	2020-05-04
	10-O'REILLY AUTOMOTIVE INC.	P	2020-04-06	2020-05-14
	550-SPDR S&P HOMEBUILDERS	P	2020-05-27	2020-06-08
	100-ISHARES U.S. HOME CONSTRUCTION E	P	2020-06-12	2020-06-25
	5-ISHARES RUSSELL 1000 GROWTH ETF	P	2020-06-09	2020-07-16
	1-AMAZON.COM INC	P	2020-06-12	2020-09-03
	20-MICROSOFT CORP	P	2020-08-03	2020-09-04
	100-ISHARES U.S. HOME CONSTRUCTION E	P	2020-07-23	2020-09-15
	200-ISHARES U.S. HOME CONSTRUCTION E	P	2020-07-15	2020-09-21
	50-PEPSICO INC.	P	2020-04-06	2020-10-26
	30-FACEBOOK INC	P	2020-11-05	2020-11-09
	20-HUMANA INC.	P	2020-11-05	2020-12-07
	500-CHURCHILL CAPITAL CORP IV	P	2021-01-14	2021-01-21
	10-TOPBUILD CORP.	P	2020-05-15	2021-02-16
	100-ETFMG PRIME MOBILE PAYMENTS ETF	P	2021-02-11	2021-02-23
	50-TOPBUILD CORP.	P	2020-04-20	2021-02-25
	270-M/I HOMES INC	P	2021-02-23	2021-03-04
	30-COSTCO WHOLESALE CORP.	P	2020-08-04	2021-03-08
	200-INVESCO S&P 500 EQUAL WEIGHT CON	P	2021-03-15	2021-03-17
	100-JPMORGAN CHASE & CO	P	2021-02-16	2021-03-19
	350-SPDR S&P BANK ETF	P	2021-02-24	2021-03-25
	100-TAYLOR MORRISON HOME CORP	P	2020-04-28	2020-05-04
	50-O'REILLY AUTOMOTIVE INC.	P	2020-03-26	2020-05-14
	200-INVESCO DYNAMIC LEISURE & ENTERT	P	2020-06-08	2020-06-11
	100-ISHARES U.S. HOME CONSTRUCTION E	P	2020-04-27	2020-06-25
	45-ISHARES RUSSELL 1000 GROWTH ETF	P	2020-06-16	2020-07-16
	20-ADOBE SYSTEMS INC.	P	2020-05-20	2020-09-03
	20-MICROSOFT CORP	P	2020-06-30	2020-09-04
	100-INVESCO QQQ TRUST ETF	P	2020-09-10	2020-09-17
	20-ACCENTURE PLC	P	2020-04-22	2020-09-24
	170-PEPSICO INC.	P	2020-03-24	2020-10-26
	100-FACEBOOK INC	P	2020-09-29	2020-11-09
	50-HUMANA INC.	P	2020-11-03	2020-12-07
	100-ETFMG PRIME MOBILE PAYMENTS ETF	P	2020-12-04	2021-01-25
	100-NEXTERA ENERGY, INC.	P	2021-01-06	2021-02-17
	200-ETFMG PRIME MOBILE PAYMENTS ETF	P	2020-11-24	2021-02-23
	30-LABORATORY CORP OF AMERICA HOLDIN	P	2021-02-23	2021-02-25
	300-TWITTER INC.	P	2021-02-26	2021-03-04
	80-COSTCO WHOLESALE CORP.	P	2020-04-07	2021-03-08
	180-DRAFTKINGS INC.	P	2021-03-02	2021-03-17
	10-JPMORGAN CHASE & CO	P	2020-11-03	2021-03-19
	50-IDEXX LABORATORIES INC.	P	2020-09-28	2021-04-01
	100-TAYLOR MORRISON HOME CORP	P	2020-04-28	2020-05-04
	50-ISHARES RUSSELL 1000 GROWTH ETF	P	2020-05-05	2020-05-14
	400-INVESCO DYNAMIC LEISURE & ENTERT	P	2020-06-05	2020-06-11
	300-ISHARES US UTILITIES ETF	P	2020-06-03	2020-06-26
	25-ISHARES RUSSELL 1000 GROWTH ETF	P	2020-04-20	2020-07-16
	15-SERVICENOW INC	P	2020-07-29	2020-09-03
	10-MICROSOFT CORP	P	2020-03-10	2020-09-04
	30-INVESCO QQQ TRUST ETF	P	2020-09-14	2020-09-17
	130-ACCENTURE PLC	P	2020-04-08	2020-09-24
	60-BROADCOM LTD.	P	2020-09-09	2020-10-26
	10-THERMO FISHER SCIENTIFIC INC	P	2020-07-20	2020-11-16
	125-ISHARES RUSSELL 1000 GROWTH ETF	P	2020-12-03	2020-12-09
	200-LONGVIEW ACQUISITION CORP.	P	2020-11-27	2021-01-25
	150-NEXTERA ENERGY, INC.	P	2020-10-19	2021-02-17
	400-ETFMG PRIME MOBILE PAYMENTS ETF	P	2020-11-10	2021-02-23
	10-LABORATORY CORP OF AMERICA HOLDIN	P	2020-11-05	2021-02-25
	130-SKYWORKS SOLUTIONS INC.	P	2021-02-23	2021-03-04
	40-MICROSOFT CORP	P	2020-03-25	2021-03-08
	300-DRAFTKINGS INC.	P	2021-02-10	2021-03-17
	50-SPDR S&P BANK ETF	P	2021-03-08	2021-03-22
	300-CITIGROUP INC.	P	2021-02-24	2021-04-13
	100-TAYLOR MORRISON HOME CORP	P	2020-04-28	2020-05-04
	50-ISHARES RUSSELL 1000 GROWTH ETF	P	2020-04-30	2020-05-14
	250-CITIGROUP INC.	P	2020-06-05	2020-06-11
	15-FACEBOOK INC	P	2020-06-24	2020-06-29
	5-ISHARES RUSSELL 1000 GROWTH ETF	P	2020-04-23	2020-07-16
	5-SERVICENOW INC	P	2020-04-23	2020-09-03
	40-APPLE INC	P	2020-07-13	2020-09-04
	40-SERVICENOW INC	P	2020-04-23	2020-09-17
	40-NEXTERA ENERGY, INC.	P	2020-09-15	2020-09-30
	100-ISHARES U.S. HOME CONSTRUCTION E	P	2020-10-16	2020-10-27
	30-LOWE'S COMPANIES INC.	P	2020-04-06	2020-11-18
	400-RENAISSANCE IPO ETF	P	2020-12-08	2020-12-28
	130-GLOBAL X GENOMICS & BIOTECHNOLOG	P	2020-12-14	2021-01-27
	150-WALMART INC	P	2020-09-09	2021-02-18
	150-SOCIAL CAPITAL HEDOSOPHIA HOLDIN	P	2021-01-29	2021-02-23
	40-APPLE INC	P	2021-01-27	2021-02-25
	210-SOCIAL CAPITAL HEDOSOPHIA HOLDIN	P	2021-01-08	2021-03-04
	10-MICROSOFT CORP	P	2020-03-19	2021-03-08
	120-DRAFTKINGS INC.	P	2021-02-19	2021-03-17
	200-SPDR S&P BANK ETF	P	2021-02-24	2021-03-22
	170-M/I HOMES INC	P	2021-03-22	2021-04-13

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	15,407	16,441	-1,034
b	9,011	9,199	-188
c	4,264	4,237	27
d	5,261	6,096	-835
e	5,446	5,289	157
	4,929	4,186	743
	8,749	7,031	1,718
	4,484	3,511	973
	18,826	19,416	-590
	5,499	5,657	-158
	8,040	8,389	-349
	2,957	1,602	1,355
	3,885	4,351	-466
	1,709	1,655	54
	9,747	9,746	1
	3,420	4,085	-665
	3,652	3,538	114
	3,462	4,270	-808
	3,504	3,619	-115
	7,295	7,626	-331
	24,496	25,655	-1,159
	10,597	10,011	586
	9,145	9,727	-582
	9,676	9,340	336
	5,063	5,120	-57
	19,798	19,547	251
	20,539	17,365	3,174
	23,659	19,918	3,741
	5,833	4,231	1,602
	897	583	314
	4,683	4,818	-135
	21,997	22,143	-146
	6,096	6,239	-143
	2,284	2,021	263
	3,885	3,776	109
	16,356	17,552	-1,196
	5,570	5,497	73
	7,002	8,281	-1,279
	3,652	3,255	397
	1,731	2,012	-281
	2,336	2,170	166
	24,317	24,885	-568
	9,073	6,206	2,867
	26,992	28,507	-1,515
	13,717	14,248	-531
	7,198	6,990	208
	2,531	2,507	24
	5,072	5,015	57
	4,008	3,831	177
	7,355	5,768	1,587
	4,732	4,280	452
	8,780	8,537	243
	11,708	9,185	2,523
	6,046	5,934	112
	1,524	1,492	32
	2,284	1,740	544
	8,375	8,414	-39
	3,470	3,397	73
	7,082	6,987	95
	3,034	3,074	-40
	2,959	2,891	68
	5,158	4,144	1,014
	4,713	4,298	415
	10,476	10,985	-509
	19,210	17,886	1,324
	7,686	8,208	-522
	3,420	3,178	242
	17,256	15,025	2,231
	16,552	15,942	610
	22,826	21,656	1,170
	2,004	1,748	256
	4,413	3,392	1,021
	23,659	19,238	4,421
	5,853	5,663	190
	5,517	5,412	105
	6,046	5,784	262
	10,827	9,393	1,434
	19,705	15,656	4,049
	7,258	6,952	306
	3,470	3,312	158
	1,416	1,036	380
	13,304	12,823	481
	5,918	5,447	471
	645	452	193
	23,566	20,400	3,166
	23,570	23,399	171
	17,251	18,051	-800
	22,308	21,765	543
	16,782	16,418	364
	4,930	4,271	659
	4,234	4,237	-3
	14,884	16,037	-1,153
	2,004	1,492	512
	7,605	6,924	681
	23,329	24,328	-999
	6,389	5,231	1,158
	8,056	4,334	3,722
	24,184	22,770	1,414
	4,863	5,236	-373
	30,720	16,022	14,698
	14,701	14,438	263
	3,470	3,240	230
	11,702	12,259	-557
	5,225	5,643	-418
	7,693	4,250	3,443
	3,812	2,984	828
	11,909	9,967	1,942
	5,621	5,919	-298
	16,212	16,193	19
	21,379	22,982	-1,603
	1,349	1,375	-26
	7,099	7,514	-415
	19,053	17,156	1,897
	15,424	16,482	-1,058
	23,054	25,006	-1,952
	19,013	16,292	2,721
	3,060	2,047	1,013
	6,389	5,040	1,349
	15,630	16,413	-783
	8,117	8,129	-12
	2,432	1,399	1,033
	4,354	4,776	-422
	15,327	14,798	529
	4,043	4,035	8
	2,340	2,318	22
	20,901	16,741	4,160
	1,184	585	599
	3,812	2,831	981
	11,909	9,743	2,166
	5,621	5,398	223
	8,993	8,310	683
	14,415	16,416	-2,001
	1,349	1,375	-26
	7,099	7,416	-317
	9,484	6,995	2,489
	5,162	5,280	-118
	14,616	14,429	187
	5,491	5,660	-169
	3,060	1,957	1,103
	3,424	2,185	1,239
	9,823	8,462	1,361
	21,644	20,141	1,503
	5,428	5,896	-468
	6,532	6,342	190
	13,646	11,706	1,940
	8,087	7,802	285
	10,083	9,061	1,022
	3,716	3,838	-122
	6,326	6,816	-490
	3,812	2,769	1,043
	9,548	9,614	-66
	4,855	5,397	-542
	29,547	26,106	3,441
	5,471	5,634	-163
	4,046	4,125	-79
	8,849	9,840	-991
	8,431	8,521	-90
	10,324	9,725	599
	9,895	10,520	-625
	3,660	3,612	48
	5,470	5,670	-200
	7,014	5,511	1,503
	7,367	6,274	1,093
	9,910	9,099	811
	7,794	8,389	-595
	3,280	3,500	-220
	8,376	8,382	-6
	11,955	11,703	252
	8,066	6,036	2,030
	23,780	23,861	-81
	4,117	4,382	-265
	2,347	2,904	-557
	26,256	26,213	43
	4,855	3,860	995
	4,774	5,145	-371
	23,706	24,200	-494
	4,526	4,526
	12,389	12,111	278
	16,863	16,219	644
	15,486	14,164	1,322
	21,205	21,508	-303
	18,302	17,480	822
	5,470	5,471	-1
	9,530	8,330	1,200
	7,126	7,395	-269
	25,853	22,407	3,446
	2,598	1,635	963
	3,280	3,317	-37
	6,282	5,120	1,162
	12,508	12,163	345
	8,066	5,707	2,359
	8,031	10,287	-2,256
	6,175	5,034	1,141
	9,390	10,238	-848
	13,116	11,809	1,307
	11,690	12,006	-316
	14,321	13,048	1,273
	5,078	5,186	-108
	3,905	4,125	-220
	15,163	15,961	-798
	10,447	8,998	1,449
	12,929	13,796	-867
	5,808	5,763	45
	5,238	3,941	1,297
	3,753	3,328	425
	5,551	5,260	291
	19,003	19,645	-642
	6,494	6,862	-368
	15,860	20,527	-4,667
	3,280	2,590	690
	16,752	13,542	3,210
	3,127	2,891	236
	3,760	5,750	-1,990
	7,585	3,626	3,959
	2,058	1,492	566
	4,695	4,991	-296
	7,870	6,707	1,163
	8,024	8,068	-44
	1,985	2,107	-122
	2,539	2,585	-46
	4,301	3,736	565
	22,260	20,010	2,250
	2,612	2,047	565
	4,310	4,315	-5
	5,808	5,193	615
	10,380	8,645	1,735
	6,004	3,731	2,273
	5,551	5,128	423
	5,318	5,126	192
	19,482	20,493	-1,011
	26,894	15,657	11,237
	22,879	21,040	1,839
	2,094	1,678	416
	6,441	5,467	974
	1,504	1,960	-456
	3,792	1,578	2,214
	17,716	19,345	-1,629
	4,695	4,930	-235
	10,924	10,149	775
	8,024	8,057	-33
	12,569	8,590	3,979
	2,575	2,750	-175
	3,820	3,307	513
	25,012	23,572	1,440
	4,223	4,315	-92
	996	962	34
	3,460	2,615	845
	4,148	4,235	-87
	5,551	5,126	425
	10,636	9,386	1,250
	6,839	6,362	477
	8,588	8,730	-142
	8,010	9,175	-1,165
	8,755	9,367	-612
	2,147	907	1,240
	6,897	7,146	-249
	9,481	3,886	5,595
	13,289	14,157	-868
	9,405	9,975	-570
	28,038	28,489	-451
	15,301	14,468	833
	17,321	17,983	-662
	1,287	1,375	-88
	19,099	15,721	3,378
	6,070	6,793	-723
	4,223	3,269	954
	8,963	8,580	383
	10,378	7,679	2,699
	4,148	4,026	122
	26,837	28,042	-1,205
	4,402	3,422	980
	23,253	18,904	4,349
	28,626	25,956	2,670
	20,025	20,844	-819
	6,499	6,307	192
	8,024	7,777	247
	13,793	12,307	1,486
	7,095	7,365	-270
	21,361	23,363	-2,002
	25,079	24,624	455
	11,752	12,159	-407
	1,530	1,034	496
	24,254	19,302	4,952
	1,287	1,374	-87
	8,528	8,676	-148
	12,140	13,400	-1,260
	41,030	45,641	-4,611
	4,980	4,237	743
	7,200	6,648	552
	2,074	1,572	502
	8,051	8,264	-213
	28,616	21,680	6,936
	21,817	21,416	401
	4,856	4,042	814
	29,047	29,213	-166
	3,875	3,397	478
	12,036	11,514	522
	27,586	23,447	4,139
	2,365	2,149	216
	22,595	24,015	-1,420
	9,139	6,137	3,002
	19,586	18,919	667
	2,602	2,686	-84
	21,451	20,205	1,246
	1,287	1,374	-87
	8,528	8,676	-148
	13,151	15,519	-2,368
	3,268	3,628	-360
	996	837	159
	2,400	1,492	908
	4,484	3,941	543
	17,883	11,936	5,947
	10,999	11,769	-770
	5,360	6,037	-677
	4,435	2,600	1,835
	26,353	26,670	-317
	3,173	3,233	-60
	20,887	20,948	-61
	2,700	3,756	-1,056
	4,869	5,751	-882
	3,635	4,515	-880
	2,285	1,447	838
	7,835	7,182	653
	10,407	10,276	131
	9,930	9,563	367

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			-1,034
b			-188
c			27
d			-835
e			157
			743
			1,718
			973
			-590
			-158
			-349
			1,355
			-466
			54
			1
			-665
			114
			-808
			-115
			-331
			-1,159
			586
			-582
			336
			-57
			251
			3,174
			3,741
			1,602
			314
			-135
			-146
			-143
			263
			109
			-1,196
			73
			-1,279
			397
			-281
			166
			-568
			2,867
			-1,515
			-531
			208
			24
			57
			177
			1,587
			452
			243
			2,523
			112
			32
			544
			-39
			73
			95
			-40
			68
			1,014
			415
			-509
			1,324
			-522
			242
			2,231
			610
			1,170
			256
			1,021
			4,421
			190
			105
			262
			1,434
			4,049
			306
			158
			380
			481
			471
			193
			3,166
			171
			-800
			543
			364
			659
			-3
			-1,153
			512
			681
			-999
			1,158
			3,722
			1,414
			-373
			14,698
			263
			230
			-557
			-418
			3,443
			828
			1,942
			-298
			19
			-1,603
			-26
			-415
			1,897
			-1,058
			-1,952
			2,721
			1,013
			1,349
			-783
			-12
			1,033
			-422
			529
			8
			22
			4,160
			599
			981
			2,166
			223
			683
			-2,001
			-26
			-317
			2,489
			-118
			187
			-169
			1,103
			1,239
			1,361
			1,503
			-468
			190
			1,940
			285
			1,022
			-122
			-490
			1,043
			-66
			-542
			3,441
			-163
			-79
			-991
			-90
			599
			-625
			48
			-200
			1,503
			1,093
			811
			-595
			-220
			-6
			252
			2,030
			-81
			-265
			-557
			43
			995
			-371
			-494

			278
			644
			1,322
			-303
			822
			-1
			1,200
			-269
			3,446
			963
			-37
			1,162
			345
			2,359
			-2,256
			1,141
			-848
			1,307
			-316
			1,273
			-108
			-220
			-798
			1,449
			-867
			45
			1,297
			425
			291
			-642
			-368
			-4,667
			690
			3,210
			236
			-1,990
			3,959
			566
			-296
			1,163
			-44
			-122
			-46
			565
			2,250
			565
			-5
			615
			1,735
			2,273
			423
			192
			-1,011
			11,237
			1,839
			416
			974
			-456
			2,214
			-1,629
			-235
			775
			-33
			3,979
			-175
			513
			1,440
			-92
			34
			845
			-87
			425
			1,250
			477
			-142
			-1,165
			-612
			1,240
			-249
			5,595
			-868
			-570
			-451
			833
			-662
			-88
			3,378
			-723
			954
			383
			2,699
			122
			-1,205
			980
			4,349
			2,670
			-819
			192
			247
			1,486
			-270
			-2,002
			455
			-407
			496
			4,952
			-87
			-148
			-1,260
			-4,611
			743
			552
			502
			-213
			6,936
			401
			814
			-166
			478
			522
			4,139
			216
			-1,420
			3,002
			667
			-84
			1,246
			-87
			-148
			-2,368
			-360
			159
			908
			543
			5,947
			-770
			-677
			1,835
			-317
			-60
			-61
			-1,056
			-882
			-880
			838
			653
			131
			367

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	169,604
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	169,604

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	2,300
c	All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	2,300
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	2,300
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	2,374
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	2,374
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	74
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax74	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

$ (2) On foundation managers. bullet

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

on foundation managers. bullet

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

DONALD E BROWN Telephone no. bullet

(407) 420-9005

Located at bullet

1121 EDGEWATER DRIVEORLANDOFL ZIP+4 bullet

32804

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
DONALD E BROWN	TRUSTEE 5.00	10,000	0	0
1121 EDGEWATER DRIVE ORLANDO,FL32804	TRUSTEE 5.00	10,000	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...................

Form 990-PF (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

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

885,874

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

125,466

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

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

1,011,340

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

1,011,340

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

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

15,170

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

996,170

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

49,809

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

49,809

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

2,300

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

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

2,300

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

47,509

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

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

47,509

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

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

47,509

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 ..........

91,339

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

91,339

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

91,339

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	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7			47,509
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2020:
a From 2015......	33,276
b From 2016......	34,617
c From 2017......	21,728
d From 2018......	36,035
e From 2019......	42,934
fTotal of lines 3a through e........		168,590
4Qualifying distributions for 2020 from Part
XII, line 4: $ 91,339
a Applied to 2019, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2020 distributable amount.....			47,509
e Remaining amount distributed out of corpus		43,830
5 Excess distributions carryover applied to 2020.
(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		212,420
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...		33,276
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		179,144
10 Analysis of line 9:
a Excess from 2016....	34,617
b Excess from 2017....	21,728
c Excess from 2018....	36,035
d Excess from 2019....	42,934
e Excess from 2020....	43,830

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 e-mail address of the person to whom applications should be addressed:

DONALD E BROWN
1121 EDGEWATER DRIVE
ORLANDO,FL32804
(407) 420-9005
DONBROWN@FAMILYOFFICEINFO.COM

bThe form in which applications should be submitted and information and materials they should include:

LETTER FORMAT

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

ORGANIZATIONS DESCRIBED IN SECTIONS 170(C), 2055(A), AND 2522(1)

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
BAY LEAF PONY CLUB 1975 HAZEN ROAD 1975 HAZEN ROAD DELAND,FL32720			GENERAL SUPPORT OF THE ORGANIZATION	85,000
Total ................................. 3a				85,000

bApproved for future payment

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

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	11
4 Dividends and interest from securities....			14	7,812
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 ............					169,604
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)..				7,823	169,604

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

177,427

(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 Stock	End of Year Book Value	End of Year Fair Market Value
ACCENTURE PLC	33,928	34,796
ADOBE SYSTEMS INC.
ALPHABET INC CLASS A	22,095	37,656
AMAZON.COM INC	44,573	62,414
APPLE INC	23,218	34,180
AUTO NATION RETAIL GROUP	29,254	33,818
BLOOMIN' BRANDS INC
COSTCO WHOLESALE CORP.
DARDEN RESTAURANTS INC	26,170	26,410
EDWARDS LIFESCIENCES CORP
ETFMG PRIME MOBILE PAYMENTS
FACEBOOK INC	29,699	32,508
GLOBAL PAYMENTS INC
GOLDMAN SACHS GROUP INC	22,403	22,649
HOME DEPOT INC
INTUIT INC	19,480	24,730
ISHARES PHLX SEMICONDUCTOR ETF	45,054	59,084
ISHARES RUSSELL 1000 GROWTH ETF
ISHARES U.S. HOME CONSTRUCTION ETF	27,824	51,254
ISHARES US MEDICAL DEVICES ETF
ISHARES US UTILITIES ETF
JOHNSON & JOHNSON	25,844	26,037
JPMORGAN CHASE & CO	18,619	27,686
L3HARRIS TECHNOLOGIES INC
LOCKHEED MARTIN CORP
LOWE'S COMPANIES INC.	31,474	33,363
M/I HOMES INC	29,187	34,860
MASTERCARD INC	25,143	26,744
MERCK & COMPANY INC.
MICROSOFT CORP	19,088	42,871
NEXTERA ENERGY, INC.	33,497	32,554
NIKE INC
O'REILLY AUTOMOTIVE INC.	22,235	24,880
PAYPAL HOLDINGS INC.	23,475	22,295
PEPSICO INC.
POOL CORP.
PROSHARES ULTRA TECHNOLOGY ETF	17,572	16,954
PULTE GROUP INC	17,918	20,692
SERVICENOW INC
SHERWIN-WILLIAMS CO	32,157	32,864
STARBUCKS CORP	22,379	24,043
TAYLOR MORRISON HOME CORP
THE BLACKSTONE GROUP INC	24,186	28,317
THERMO FISHER SCIENTIFIC INC	22,815	23,512
T-MOBILE US INC.	36,634	42,282
TOPBUILD CORP.	26,645	28,909
VANGUARD INFORMATION TECHNOLOGY ETF
VISA INC
WALT DISNEY CO.	34,833	37,204