Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
RIVER BRANCH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)830 A1A NORTH SUITE 13 BOX 132
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PONTE VEDRA, FL32082
A Employer identification number

22-6054887
B Telephone number (see instructions)

(904) 396-5831
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$29,485,955J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 365,993 365,993  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,848,095
b Gross sales price for all assets on line 6a 12,751,880
7 Capital gain net income (from Part IV, line 2)... 2,848,095
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)....... Click to see attachment 2,772 2,772  
12 Total. Add lines 1 through 11........ 3,216,860 3,216,860  
Operating and Administrative Expenses 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).........        
b Accounting fees (attach schedule)....... Click to see attachment 12,631 9,473   3,158
c Other professional fees (attach schedule).... Click to see attachment 110,127 110,127   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 66,764 4,906   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 403 403   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 189,925 124,909   3,158
25 Contributions, gifts, grants paid....... 1,214,000 1,214,000
26 Total expenses and disbursements. Add lines 24 and 25 1,403,925 124,909   1,217,158
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,812,935
b Net investment income (if negative, enter -0-) 3,091,951
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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 390,872 440,450 440,450
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 6,017    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 15,092,022 Click to see attachment16,911,075 29,045,505
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,488,911 17,351,525 29,485,955
Liabilities 17 Accounts payable and accrued expenses..........   49,679
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 49,679
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 15,488,911 17,301,846
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 15,488,911 17,301,846
30 Total liabilities and net assets/fund balances (see instructions). 15,488,911 17,351,525
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
15,488,911
2
Enter amount from Part I, line 27a .....................
2
1,812,935
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,301,846
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,301,846
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SCHWAB US SMALL CAP ETF - 41,825 SHS P 2019-12-06 2002-01-07
b SCHWAB INTERNATIONAL SMALL CAP - 17,806 SHS P 2019-12-09 2020-01-09
c PIMCO INCOME INSTL - 883.349 SHS P 2020-01-01 2020-12-18
d PIMCO INCOME INSTL 7,389.604 SHS P 2019-11-18 2020-12-18
e UNITED HEALTH GROUP - 133 SH P 2019-05-10 2020-01-09
SHERWIN WILLIAMS - 20 SHARES P 2017-09-19 2020-01-09
SHERWIN WILLIAMS - 46 SHS P 2017-10-14 2020-01-09
THERMO FISHER SCNTFC - 36 SHS P 2014-04-03 2020-01-09
THERMO FISHER SCNTFC - 45 SHS P 2018-04-05 2020-01-09
UNITED HEALTH GROUP - 35 SHS P 2016-11-30 2020-01-09
BOOKINGS HOLDINGS INC. - 34 SHS P 2016-02-26 2020-01-31
BOOKINGS HOLDINGS INC. -154 SHS P 2016-03-10 2020-01-31
BOOKINGS HOLDINGS INC. - 2 SHS P 2016-03-17 2020-01-31
BOOKINGS HOLDINGS INC. - 8 SHS P 2016-01-14 2020-01-31
SHERWIN WILLIAMS CO - 108 SHS P 2017-09-19 2020-01-31
INTERCONTINENTAL EXC - 600 SHS P 2016-05-24 2020-02-06
INTERCONTINENTAL EXC - 35 SHS P 2016-09-01 2020-02-06
INTERCONTINENTAL EXC - 30 SHS P 2016-10-03 2020-02-06
HONEYWELL INTL INC - 210 SHS P 2020-01-09 2020-03-17
AMERN TOWER CORP - 116 SHS P 2018-05-03 2020-02-27
AMERN TOWER CORP - 52 SHS P 2018-06-20 2020-02-27
LOWES COMPANIES INC - 280 SHS P 2018-08-23 2020-02-27
INTERCONTINENTAL EXC - 235 SHS P 2016-06-07 2020-03-10
INTERCONTINENTAL EXC - 305 SHS P 2016-10-03 2020-03-10
S&P GLOBAL INC - 116 SHS P 2017-02-07 2020-03-10
S&P GLOBAL INC - 38 SHS P 2018-02-09 2020-03-10
AMERN TOWER CORP - 184 SHS P 2018-05-03 2020-03-12
HONEYWELL INTL INC - 100 SHS P 2015-01-23 2020-03-17
HONEYWELL INTL INC - 55 SHS P 2015-04-17 2020-03-17
INTERCONTINENTAL EXC - 165 SHS P 2016-06-07 2020-03-17
INTERCONTINENTAL EXC - 380 SHS P 2016-06-29 2020-03-17
INTERCONTINENTAL EXC - 340 SHS P 2016-07-13 2020-03-17
HONEYWELL INTL INC - 128 SHS P 2015-01-06 2020-04-02
HONEYWELL INTL INC - 145 SHS P 2015-04-17 2020-04-02
APPLE INC - 30 SHS P 2011-02-15 2020-02-07
APPLE INC - 45 SHS P 2011-06-01 2020-02-07
APPLE INC - 5 SHS P 2019-01-29 2020-02-07
ECOLAB INC - 124 SHS P 2015-02-20 2020-02-07
AIR PROD & CHEMICALS - 103 P 2018-11-06 2020-02-11
ROCHE HLDG AG FSPONSORED ADR 1 ADR RE 0 - 591 SHS P 2011-06-27 2020-02-11
SCHLUMBERGER LTD - 1997 SHS P 2020-01-10 2020-03-17
ROCHE HLDG AG FSPONSORED ADR 1 ADR RE 0 - 714 SHS P 2011-06-21 2020-03-06
ROCHE HLDG AG FSPONSORED ADR 1 ADR RE 0 - 361 SHS P 2011-06-27 2020-03-06
BORG WARNER INC - 371 SHS P 2015-08-19 2020-03-17
BORG WARNER INC - 180 SHS P 2015-09-28 2020-03-17
BORG WARNER INC - 882 SHS P 2015-09-29 2020-03-17
BORG WARNER INC - 1200 SHS P 2016-02-02 2020-03-17
BORG WARNER INC - 152 SHS P 2016-02-03 2020-03-17
NORWEGIAN CRUISE LINE F - 494 SHS P 2014-05-13 2020-03-17
NORWEGIAN CRUISE LINE F - 222 SHS P 2014-05-14 2020-03-17
NORWEGIAN CRUISE LINE F - 1480 SHS P 2014-05-15 2020-03-17
SCHLUMBERGER LTD F - 1138 SHS P 2019-01-02 2020-03-17
US BANCORP - 1260 SHS P 2011-06-24 2020-03-17
US BANCORP - 899 SHS P 2011-06-27 2020-03-17
US BANCORP - 141 SHS P 2011-08-31 2020-03-17
WELLS FARGO BK N A - 1671 SHS P 2010-01-07 2020-03-17
WELLS FARGO BK N A - 851 SHS P 2010-02-10 2020-03-17
WELLS FARGO BK N A - 148 SHS P 2011-08-31 2020-03-17
COSTCO WHOLESALE CO - 143 SHS P 2010-01-07 2020-03-31
DANONE FSPONSORED ADR 1 ADR REPS - 1459 SHS P 2013-10-25 2020-04-08
DANONE FSPONSORED ADR 1 ADR REPS - 1024 SHS P 2013-10-30 2020-04-08
DANONE FSPONSORED ADR 1 ADR REPS - 1201 SHS P 2013-12-27 2020-04-08
DANONE FSPONSORED ADR 1 ADR REPS - 399 SHS P 2013-12-30 2020-04-08
DANONE FSPONSORED ADR 1 ADR REPS - 1506 SHS P 2014-01-02 2020-04-08
DANONE FSPONSORED ADR 1 ADR REPS - 400 SHS P 2017-02-22 2020-04-08
DANONE FSPONSORED ADR 1 ADR REPS - 1300 SHS P 2017-02-23 2020-04-08
DANONE FSPONSORED ADR 1 ADR REPS - 1570 SHS P 2017-02-24 2020-04-08
CISCO SYSTEMS INC - 507 SHS P 2010-01-07 2020-05-05
CISCO SYSTEMS INC - 420 SHS P 2010-02-10 2020-05-05
CISCO SYSTEMS INC - 565 SHS P 2011-08-23 2020-05-05
CISCO SYSTEMS INC - 287 SHS P 2011-08-31 2020-05-05
CISCO SYSTEMS INC - 1665 SHS P 2011-08-23 2020-05-08
ROYAL DUTCH SHELL FSPONSORED ADR 1 ADR REPS - 2671 SHS P 2016-08-30 2020-05-27
AMAZON.COM INC - 4 SHS P 2020-03-17 2020-06-16
BECTON DICKSON & CO - 21 SHS P 2020-03-17 2020-06-16
CHARTER COMMUNICATION CLASS A - 20 SHS P 2019-07-10 2020-06-16
CHIPOTLE MEXICAN GRILL - 10 SHS P 2020-03-31 2020-06-16
COMCAST CORP CLASS A - 350 SHS P 2020-06-02 2020-06-16
FACEBOOK INC - 45 SHS P 2020-02-07 2020-06-16
ROPER TECHNOLOGIES - 70 SHS P 2020-03-17 2020-06-16
THERMO FISHER SCIENTIFIC - 85 SHS P 2020-03-17 2020-06-16
WORKDAY INC CLASS A - 150 SHS P 2019-10-08 2020-06-16
ECOLAB INC - 165 SHS P 2015-02-20 2020-06-02
ECOLAB INC - 70 SHS P 2015-02-23 2020-06-02
ILLINOIS TOOL WORKS - 426 SHS P 2018-08-13 2020-06-12
ILLINOIS TOOL WORKS - 121 SHS P 2018-08-14 2020-06-12
ILLINOIS TOOL WORKS - 313 SHS P 2018-08-15 2020-06-12
ALAPHABET INC CLASS C - 7 SHS P 2010-01-07 2020-06-16
APPLE INC - 70 SHS P 2011-06-01 2020-06-16
BECTON DICKINSON & CO - 19 SHS P 2019-03-22 2020-06-16
CANADIAN NATURAL RES F - 400 SHS P 2019-01-15 2020-06-16
COSTCO WHOLESALE CO - 65 SHS P 2010-01-07 2020-06-16
ECOLAB INC - 47 SHS P 2015-02-19 2020-06-16
ECOLAB INC - 43 SHS P 2015-02-23 2020-06-16
FEDEX CORP - 69 SHS P 2019-03-22 2020-06-16
FEDEX CORP - 81 SHS P 2019-03-22 2020-06-16
NESTLE A A FSPONSORED ADR 1 ADR REPS - 200 SHS P 2010-01-07 2020-06-16
NETFLIX INC - 70 SHS P 2016-04-26 2020-06-16
NIKE INC CLASS B - 225 SHS P 2016-12-13 2020-06-16
PROGRESSIVE CO OHIO - 220 SHS P 2010-01-07 2020-06-16
S&P GLOBAL INC - 80 SHS P 2013-10-08 2020-06-16
TJX COMPANIES INC - 400 SHS P 2017-09-29 2020-06-16
YUM BRANDS INC - 167 SHS P 2013-08-05 2020-06-16
YUM BRANDS INC - 53 SHS P 2016-12-27 2020-06-16
AMAZON.COM INC - 13 SHS P 2020-03-17 2020-07-08
ADOBE INC - 75 SHS P 2010-11-23 2020-07-20
ADOBE INC - 43 SHS P 2010-11-23 2020-07-24
APPLE INC - 134 SHS P 2011-06-01 2020-07-30
COSTCO WHOLESALE CO - 108 SHS P 2010-01-07 2020-07-31
ADOBE INC - 112 SHS P 2010-11-23 2020-08-07
AIR PROD & CHEMICALS - 105 SHS P 2010-01-07 2020-08-07
AIR PROD & CHEMICALS - 68 SHS P 2018-11-06 2020-08-07
THERMO FISHER SCIENTIFIC - 81 SHS P 2020-03-17 2020-11-20
THERMO FISHER SCIENTIFIC - 45 SHS P 2017-07-11 2020-11-20
ROPER TECHNOLOGIES - 40 SHS P 2020-03-17 2020-12-08
AMAZON.COM INC - 6 SHS P 2020-03-17 2020-12-17
ANALOG DEVICES INC - 85 SHS P 2020-06-12 2020-12-17
ARISTA NETWORKS INC - 50 SHS P 2020-05-05 2020-12-17
BECTON DICKINSON & CO - 20 SHS P 2020-03-17 2020-12-17
BERKSHIRE HATHAWAY CLASS B - 25 SHS P 2020-05-27 2020-12-17
BOOKING HOLDINGS INC - 4 SHS P 2020-11-20 2020-12-17
CHIPOTLE MEXICAN GRILL - 3 SHS P 2020-03-31 2020-12-17
COMCAST CORP CLASS A - 100 SHS P 2020-06-02 2020-12-17
FACEBOOK INC - 25 SHS P 2020-02-07 2020-12-17
FEDEX CORP - 35 SHS P 2020-08-07 2020-12-17
JP MORGAN CHASE & CO - 85 SHS P 2020-04-08 2020-12-17
MICROSOFT CORP - 95 SHS P 2020-03-17 2020-12-17
ROSS STORES INC - 19 SHS P 2020-07-31 2020-12-17
ROSS STORES INC - 21 SHS P 2020-07-31 2020-12-17
TRANSDIGM GROUP INC - 20 SHS P 2020-04-08 2020-12-17
UNION PACIFIC CORP - 65 SHS P 2020-12-08 2020-12-17
ROPER TECHNOLOGIES - 55 SHS P 2015-03-24 2020-12-08
ROPER TECHNOLOGIES - 43 SHS P 2015-03-25 2020-12-08
ADOBE INC - 20 SHS P 2010-11-23 2020-12-17
AIR PROD & CHEMICALS - 20 SHS P 2010-01-07 2020-12-17
ALAPHABET INC CLASS A - 6 SHS P 2010-01-07 2020-12-17
CANADIAN NATURAL RES F - 430 SHS P 2019-01-15 2020-12-17
CHARTER COMMUNICATION CLASS A - 2 SHS P 2019-07-10 2020-12-17
CHARTER COMMUNICATION CLASS A - 8 SHS P 2019-07-10 2020-12-17
DOLLAR GENERAL CORP - 60 SHS P 2017-04-30 2020-12-17
JOHNSON & JOHNSON - 70 SHS P 2019-10-29 2020-12-17
MASTERCARD INC CLASS A - 20 SHS P 2016-05-17 2020-12-17
NIKE INC CLASS B - 45 SHS P 2016-12-13 2020-12-17
NOVARTIC AG FSPONSORED ADR 1 ADR REPS - 85 SHS P 2010-01-07 2020-12-17
PEPSICO INC - 55 SHS P 2010-01-07 2020-12-17
PROGRESSIVE CO OHIO - 150 SHS P 2010-01-07 2020-12-17
S&P GLOBAL INC - 15 SHS P 2013-10-08 2020-12-17
TEXAS INSTRUMENTS - 60 SHS P 2020-06-29 2020-12-17
THERMO FISHER SCIENTIFIC - 10 SHS P 2017-07-10 2020-12-17
TJX COMPANIES INC - 55 SHS P 2017-09-29 2020-12-17
UNITED HEALTH GROUP INC - 35 SHS P 2014-12-23 2020-12-17
VERISK ANALYTICS INC CLASS A - 12 SHS P 2019-11-12 2020-12-17
VERISK ANALYTICS INC CLASS A - 48 SHS P 2019-11-12 2020-12-17
WATERS CORP - 30 SHS P 2018-10-02 2020-12-17
3M CO - 45 SHS P 2010-09-17 2020-12-17
PPG INDUSTRIES INC - 60 SHS P 2020-04-20 2020-12-17
UNITED HEALTH GRP INC - 30 SHS P 2016-11-30 2020-12-17
SONY CORP FSPONSORED ADR 1 ADR REPS - 160 SHS P 2020-12-16 2020-12-17
QUEST DIAGNOSTIC INC - 90 SHS P 2020-04-20 2020-12-17
SCHLUMBERGER LTD - 115 SHS P 2020-04-20 2020-12-17
HD SUPPLU HLDGS INC - 3895 SHS P 2020-04-20 2020-12-17
EXPEDITORS INTL WASH - 45 SHS P 2020-04-20 2020-12-17
OMNICOM GROUP INC - 75 SHS P 2020-04-20 2020-12-17
PEPSICO INC - 25 SHS P 2020-04-20 2020-12-17
PACCAR INC - 65 SHS P 2020-04-20 2020-12-17
MICRON TECHNOLOGY - 115 SHS P 2020-11-16 2020-12-17
BERKSHIRE HATHAWAY CLASS B - 75 SHS P 2020-04-20 2020-12-17
UNILEVER PLC FSPONSORED ADR 1 ADR REPS - 15 SHS P 2020-04-20 2020-12-17
TJX COMPANIES INC - 250 SHS P 2020-04-20 2020-12-17
COMCAST CORP CLASS A - 280 SHS P 2020-12-16 2020-12-17
NESTLE S A FSPONSORED ADR 1 ADR REPS - 75 SHS P 2020-04-20 2020-12-17
EATONCORP PLC F - 30 SHS P 2020-04-20 2020-12-17
NORTHERN TRUST CORP - 30 SHS P 2020-04-20 2020-12-17
HONEYWELL INTL INC - 60 SHS P 2020-04-20 2020-12-17
ACCENTURE PLC FCLASS A - 25 SHS P 2018-08-24 2020-12-17
CHUBB LTD F - 60 SHS P 2020-04-20 2020-12-17
BROOKING HOLDINGS INC - 6 SHS P 2020-04-20 2020-12-17
PROGRESSIVE CO OHIO - 60 SHS P 2020-06-05 2020-12-17
JP MORGAN CHASE & CO - 90 SHS P 2020-12-16 2020-12-17
CHARLES SCHWAS CORP - 100 SHS P 2020-04-20 2020-12-17
DOLLAR GENERAL CORP - 80 SHS P 2020-04-20 2020-12-17
HONEYWELL INTL INC - 61 SHS P 2020-04-20 2020-11-16
BOOKING HOLDINGS INC - 16 SHS P 2020-04-20 2020-11-16
EXPEDITORS INTL WASH - 372 SHS P 2020-04-20 2020-11-02
ACCENTURE PLC FCLASS - 35 SHS P 2018-08-24 2020-11-02
ACCENTURE PLC FCLASS - 61 SHS P 2020-04-20 2020-11-02
NESTLE S A FSPONSORED ADR 1 ADR REPS - 240 SHS P 2020-04-20 2020-10-07
PEPSICO INC - 180 SHS P 2020-04-20 2020-10-06
ACCENTURE PLC F CLASS - 150 SHS P 2020-04-20 2020-09-01
KONINKLIJKE PHILIPS N FSPONSORED ADR 1 ADR REPS - 0.4575 SHS P 2020-06-05 2020-07-07
HONEYWELL INTL INC. P 2020-04-20 2002-06-05
QUEST DIAGNOSTIC INC - 253 SHS P 2020-04-20 2020-06-05
UNITED HEALTH GROUP INC. - 450 SHS P 2019-01-01 2020-05-15
SMITH & NEPHEW GROUP - 450 SHS P 2020-04-20 2020-05-15
EXPEDITORS INTL WASH - 425 SHS P 2020-04-20 2020-05-15
MICROSOFT CORP - 2100 SHS P 2019-01-01 2020-04-20
FACEBOOK INC. CLASS A - 1378 SHS P 2019-01-01 2020-04-20
FIDELITY NATL INFO - 1500 SHS P 2019-01-01 2020-04-21
MASTERCARD INC CLASS A - 421 SHS P 2019-01-01 2020-04-22
SALESFORCE COM - 1421 SHS P 2019-01-01 2020-04-23
ACTIVISION BLIZZARD - 2500 SHS P 2019-01-01 2020-04-24
AMAZON.COM INC. - 84 SHS P 2019-01-01 2020-04-25
S&P GLOBAL INC. - 584 SHS P 2019-01-01 2020-04-26
ALPHABET INC. CLASS A - 220 SHS P 2019-01-01 2020-04-27
MONSTER BEVERAGE CORP - 1900 SHS P 2019-01-01 2020-04-28
PAYPAL HOLDINGS INC. - 1665 SHS P 2019-01-01 2020-04-29
APPLE INC. - 942 SHS P 2019-01-01 2020-04-30
HIS MARKIT LTD F - 1500 SHS P 2019-01-01 2020-05-01
LOWES COMPANIES INC - 1620 SHS P 2019-01-01 2020-05-02
ABBOTT LABORATORIES - 260 SHS P 2019-01-01 2020-04-20
TELEFLEX INC. - 496 SHS P 2019-01-01 2020-04-20
VISA INC. CLASS A - 1352 SHS P 2019-01-01 2020-04-20
STARBUCKS CORP - 2456 P 2019-01-01 2020-04-20
ROSS STORES INC. - 1915 SHS P 2019-01-01 2020-04-20
ANALOG DEVISES INC. - 855 SHS P 2019-01-01 2020-04-20
AIR PROD & CHEMICALS - 676 SHS P 2019-01-01 2020-04-20
FLEETCOR TECHNOLIGIE - 596 SHS P 2019-01-01 2020-04-20
BECTON DICKINSON & CO - 704 SHS P 2019-01-01 2020-04-20
THERMO FISHER SCNTFC - 704 SHS P 2019-01-01 2020-04-20
MONDELEZ INTL - 3880 SHS P 2019-01-01 2020-04-20
AMPHENOL CORP CLASS A - 160 SHS P 2019-01-01 2020-04-20
NIKE INC. CLASS B - 136 SHS P 2019-01-01 2020-04-20
EDWARDS LIFESCIENCES - 545 P 2019-01-01 2020-04-20
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,103,870   3,072,204 31,666
b 616,870   611,406 5,464
c 10,678   10,649 29
d 89,322   88,529 793
e 39,155   31,511 7,644
11,426   6,852 4,574
26,280   17,212 9,068
11,855   4,363 7,492
14,819   9,523 5,296
10,304   5,513 4,791
63,405   42,545 20,860
27,973   19,440 8,533
3,730   2,677 1,053
14,919   13,418 1,501
60,157   37,001 23,156
53,845   32,261 21,584
3,141   1,990 1,151
2,692   1,610 1,082
29,389   37,574 -8,185
27,821   15,923 11,898
12,472   7,298 5,174
30,967   30,059 908
21,225   12,534 8,691
27,548   16,371 11,177
28,718   14,667 14,051
9,408   6,780 2,628
41,277   25,257 16,020
13,995   9,885 4,110
7,697   5,359 2,338
12,644   8,800 3,844
29,120   19,021 10,099
26,054   17,828 8,226
16,479   12,050 4,429
18,668   14,130 4,538
9,636   1,539 8,097
14,454   2,244 12,210
1,606   780 826
25,493   13,845 11,648
26,071   16,126 9,945
25,627   12,273 13,354
26,967   79,167 -52,200
29,799   14,800 14,999
15,067   7,497 7,570
7,976   17,312 -9,336
3,870   7,195 -3,325
18,962   35,411 -16,449
25,799   34,727 -8,928
3,268   4,318 -1,050
5,140   16,021 -10,881
2,310   7,205 -4,895
15,400   48,019 -32,619
15,367   42,404 -27,037
40,014   30,324 9,690
28,550   22,099 6,451
4,478   3,322 1,156
44,100   48,701 -4,601
22,459   23,177 -718
3,906   3,889 17
41,117   8,527 32,590
17,948   22,415 -4,467
12,597   15,736 -3,139
14,774   17,321 -2,547
4,908   5,777 -869
18,526   21,445 -2,919
4,921   5,313 -392
15,992   17,340 -1,348
19,313   20,988 -1,675
21,090   12,438 8,652
17,471   10,019 7,452
23,502   8,673 14,829
11,938   4,520 7,418
70,484   25,559 44,925
82,597   140,976 -58,379
10,462   7,103 3,359
5,015   4,983 32
10,749   8,119 2,630
10,301   6,597 3,704
13,990   14,205 -215
10,628   9,521 1,107
28,118   21,000 7,118
29,568   25,573 3,995
27,337   25,695 1,642
35,261   18,422 16,839
14,959   7,801 7,158
70,051   58,191 11,860
19,897   16,646 3,251
51,469   43,046 8,423
10,124   2,068 8,056
24,695   3,491 21,204
4,537   4,598 -61
7,196   11,183 -3,987
19,599   3,876 15,723
9,791   5,234 4,557
8,957   4,792 4,165
9,419   12,147 -2,728
11,051   14,259 -3,208
22,123   9,403 12,720
30,518   6,462 24,056
22,394   11,843 10,551
17,738   3,868 13,870
26,163   5,270 20,893
22,370   14,808 7,562
15,393   8,696 6,697
4,885   3,403 1,482
39,611   23,086 16,525
33,861   2,116 31,745
18,517   1,213 17,304
50,963   6,683 44,280
35,050   6,440 28,610
50,769   3,159 47,610
29,455   7,805 21,650
19,076   10,646 8,430
36,656   24,369 12,287
20,364   8,026 12,338
16,766   12,000 4,766
19,433   10,655 8,778
12,179   10,036 2,143
14,199   10,944 3,255
4,962   4,746 216
5,614   4,625 989
8,411   8,086 325
4,235   1,979 2,256
5,117   4,059 1,058
6,902   5,290 1,612
10,177   6,312 3,865
10,197   7,881 2,316
20,823   13,308 7,515
2,184   1,697 487
2,414   1,875 539
12,033   6,231 5,802
13,102   13,358 -256
23,053   9,457 13,596
18,023   7,367 10,656
9,900   564 9,336
5,393   1,487 3,906
10,434   1,783 8,651
10,597   12,021 -1,424
1,300   812 488
5,201   3,248 1,953
12,759   4,133 8,626
10,718   9,061 1,657
6,715   1,916 4,799
6,310   2,369 3,941
7,835   3,876 3,959
8,006   3,355 4,651
14,562   2,637 11,925
4,806   989 3,817
9,763   1,436 8,327
4,631   1,778 2,853
3,706   2,036 1,670
11,913   3,603 8,310
2,406   1,659 747
9,624   6,636 2,988
7,526   5,812 1,714
7,951   3,862 4,089
8,661   5,472 3,189
10,248   4,725 5,523
15,498   15,228 270
10,882   8,575 2,307
2,629   1,749 880
217,621   110,349 107,272
4,224   3,175 1,049
4,747   4,029 718
3,644   3,371 273
5,581   4,370 1,211
8,280   7,024 1,256
16,833   14,147 2,686
889   805 84
16,891   11,976 4,915
14,392   14,417 -25
8,622   8,321 301
3,455   2,344 1,111
2,758   2,377 381
12,703   8,132 4,571
6,629   4,164 2,465
9,207   6,826 2,381
12,635   8,487 4,148
5,786   4,955 831
10,785   10,856 -71
5,171   3,658 1,513
17,062   14,363 2,699
12,638   8,267 4,371
33,749   22,633 11,116
32,726   26,180 6,546
7,726   5,830 1,896
13,465   10,660 2,805
28,181   26,628 1,553
24,775   24,274 501
35,715   26,213 9,502
22   21 1
61,093   51,094 9,999
30,045   24,106 5,939
133,533   121,284 12,249
16,920   17,733 -813
30,775   29,990 785
368,412   128,411 240,001
245,257   204,177 41,080
184,323   121,727 62,596
106,029   37,256 68,773
231,227   213,386 17,841
166,516   132,421 34,095
201,322   144,833 56,489
162,927   68,298 94,629
276,927   117,481 159,446
116,268   83,417 32,851
187,150   171,462 15,688
261,904   124,312 137,592
97,615   77,264 20,351
154,326   157,499 -3,173
254,830   153,768 101,062
171,446   170,050 1,396
222,196   29,144 193,052
185,277   179,568 5,709
166,142   154,578 11,564
86,370   99,836 -13,466
144,995   102,057 42,938
127,425   97,528 29,897
185,813   147,608 38,205
229,905   82,501 147,404
207,731   112,385 95,346
129,972   138,803 -8,831
119,800   130,980 -11,180
122,660   51,720 70,940
107,539     107,539
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       31,666
b       5,464
c       29
d       793
e       7,644
      4,574
      9,068
      7,492
      5,296
      4,791
      20,860
      8,533
      1,053
      1,501
      23,156
      21,584
      1,151
      1,082
      -8,185
      11,898
      5,174
      908
      8,691
      11,177
      14,051
      2,628
      16,020
      4,110
      2,338
      3,844
      10,099
      8,226
      4,429
      4,538
      8,097
      12,210
      826
      11,648
      9,945
      13,354
      -52,200
      14,999
      7,570
      -9,336
      -3,325
      -16,449
      -8,928
      -1,050
      -10,881
      -4,895
      -32,619
      -27,037
      9,690
      6,451
      1,156
      -4,601
      -718
      17
      32,590
      -4,467
      -3,139
      -2,547
      -869
      -2,919
      -392
      -1,348
      -1,675
      8,652
      7,452
      14,829
      7,418
      44,925
      -58,379
      3,359
      32
      2,630
      3,704
      -215
      1,107
      7,118
      3,995
      1,642
      16,839
      7,158
      11,860
      3,251
      8,423
      8,056
      21,204
      -61
      -3,987
      15,723
      4,557
      4,165
      -2,728
      -3,208
      12,720
      24,056
      10,551
      13,870
      20,893
      7,562
      6,697
      1,482
      16,525
      31,745
      17,304
      44,280
      28,610
      47,610
      21,650
      8,430
      12,287
      12,338
      4,766
      8,778
      2,143
      3,255
      216
      989
      325
      2,256
      1,058
      1,612
      3,865
      2,316
      7,515
      487
      539
      5,802
      -256
      13,596
      10,656
      9,336
      3,906
      8,651
      -1,424
      488
      1,953
      8,626
      1,657
      4,799
      3,941
      3,959
      4,651
      11,925
      3,817
      8,327
      2,853
      1,670
      8,310
      747
      2,988
      1,714
      4,089
      3,189
      5,523
      270
      2,307
      880
      107,272
      1,049
      718
      273
      1,211
      1,256
      2,686
      84
      4,915
      -25
      301
      1,111
      381
      4,571
      2,465
      2,381
      4,148
      831
      -71
      1,513
      2,699
      4,371
      11,116
      6,546
      1,896
      2,805
      1,553
      501
      9,502
      1
      9,999
      5,939
      12,249
      -813
      785
      240,001
      41,080
      62,596
      68,773
      17,841
      34,095
      56,489
      94,629
      159,446
      32,851
      15,688
      137,592
      20,351
      -3,173
      101,062
      1,396
      193,052
      5,709
      11,564
      -13,466
      42,938
      29,897
      38,205
      147,404
      95,346
      -8,831
      -11,180
      70,940
      107,539
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,848,095
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 42,978
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 42,978
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 42,978
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 12,160
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 66,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 78,160
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 35,182
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet35,182 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL, NJ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletRIVERBRANCHFOUNDATION.ORG
    14
    The books are in care ofbulletEDWARD P SCHMITZER Telephone no.bullet (904) 396-5831

    Located atbullet5011 GATE PARKWAY BLDG 100 SUITE300JACKSONVILLEFL ZIP+4bullet32256
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JENNIFER JOHNSON DUKE DIRECTOR
    0.00     		0 0 0
    830 A1A NORTH SUITE 13 BOX 132
    PONTE VEDRA,FL32082
    JUDITH LEROUX TRUSTEE
    0.00     		0 0 0
    830 A1A NORTH SUITE 13 BOX 132
    PONTE VEDRA,FL32082
    SIMON GREGG TRUSTEE
    0.00     		0 0 0
    830 A1A NORTH SUITE 13 BOX 132
    PONTE VEDRA,FL32082
    JASON GREGG TRUSTEE
    0.00     		0 0 0
    830 A1A NORTH SUITE 13 BOX 132
    PONTE VEDRA,FL32082
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    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 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    25,170,608
    b
    Average of monthly cash balances.......................
    1b
    513,305
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,683,913
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    25,683,913
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    385,259
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    25,298,654
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,264,933
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,264,933
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    42,978
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    42,978
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,221,955
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,221,955
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,221,955
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,217,158
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,217,158
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,217,158
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,221,955
    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......  
    b From 2016...... 651,072
    c From 2017......  
    d From 2018...... 515,291
    e From 2019......  
    fTotal of lines 3a through e........ 1,166,363
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,217,158
    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..... 1,217,158
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 4,797 4,797
    (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 1,161,566
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,161,566
    10 Analysis of line 9:
    a Excess from 2016.... 646,275
    b Excess from 2017....  
    c Excess from 2018.... 515,291
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    TRUSTEE THE RIVER BRANCH FOUNDATION
    830 AIA NORTH SUITE 13 BOX 132
    PONTE VEDRA,FL32062
    (904) 396-5831
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUESTS ACCEPTED FROM RECOGNIZED NONPROFIT ORGANIZATIONS. NO PRESCRIBED APPLICATION FORMAT.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ALL GRANTS ARE MADE TO ORGANIZATIONS RECOGNIZED BY IRS AS CHARITABLE ORGANIZATIONS. MOST OF THESE ARE IN THE JACKSONVILLE AREA.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    1000 FRIENDS OF FLORIDA
    PO BOX 5948
    TALLAHASSEE,FL32314     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 10,000
    AUDUBON FLORIDA
    4500 BISCAYNE BLVD STE 205
    MIAMI,FL33137     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 200,000
    CATHOLIC CHARITIES USA
    2050 BALLENGER AVE SUITE 400
    ALEXANDRIA,VA22314     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 10,000
    CLARA WHITE MISSION
    613 WEST ASHLEY ST
    JACKSONVILLE,FL32202     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 10,000
    CONCORD ACADEMY
    166 MAIN ST
    CONCORD,MA01742     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 10,000
    ECOFLIGHT
    311K ASPEN AIRPORT BUSINESS CENTER
    ASPEN,CO81611     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 30,000
    EVERGLADES FOUNDATION
    18001 OLD CUTLER ROAD
    PALMETTO BAY,FL33157     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 50,000
    HUBBARD HOUSE INC
    PO BOX 4909
    JACKSONVILLE,FL32201     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 10,000
    JACKSONVILLE ARBORETUM AND GARDENS
    1445 MILLCOE ROAD
    JACKSONVILLE,FL32225     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 10,000
    MATANZAS RIVERKEEPER
    201 OWENS AVENUE
    ST AUGUSTINE,FL32080     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 25,000
    MEMORIAL PARK ASSOCIATION
    1650-302 MARGARET STREET STE 322
    JACKSONVILLE,FL322043869     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 50,000
    NORTH FLORIDA LAND TRUST
    2038 GILMORE STREET
    JACKSONVILLE,FL32204     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 369,000
    RARITAN HEADWATERS
    2121 LARGER CROSS RD
    BEDMINSTER,NJ07934     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 150,000
    ST FRANCIS HOUSE
    70 WASHINGTON STREET
    ST AUGUSTINE,FL32084     		N/A PUBLIC CHARITY PUBLIC CHARITY 25,000
    ST JOHN'S RIVER ALLIANCE
    2029 NORTH THIRD STREET
    JACKSONVILLE BEACH,FL32250     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 55,000
    VERMONT STUDIO CENTER
    PO BOX 613
    JOHNSON,VT05656     		N/A PUBLIC CHARITY PROVIDE FOR PROGRAM SERVICES 200,000
    Total .................................bullet 3a 1,214,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 365,993  
    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.....     18 2,772  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 2,848,095  
    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 3,216,860 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,216,860
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    RIVER BRANCH FOUNDATION
    EIN:
    22-6054887
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,631 9,473   3,158

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    RIVER BRANCH FOUNDATION
    EIN:
    22-6054887
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY - 822 SHS 69,775 143,677
    ACCENTURE PLC - 524 SHS 86,252 136,874
    ADOBE SYSTEMS INC. - 322 SHS 8,821 161,039
    AIR PRODUCTS & CHEMICALS, INC. - 874 SHS 64,968 238,794
    ALPHABET INC CL A - 87 SHS 21,500 152,480
    ALPHABET INC CL C - 157 SHS 42,045 275,045
    AMAZON.COM, INC. - 177 SHS 38,350 576,477
    ANALOG DEVICES, INC. - 1138 SHS 134,358 168,117
    APPLE, INC. - 2140 SHS 26,681 283,957
    ARISTA NETWORKS INC. - 643 SHS 139,299 186,837
    BECTON DICKINSON & CO. - 854 SHS 87,657 213,688
    BERKSHIRE HATHAWAY CL B - 17,374 SHS 1,183,887 4,028,509
    BOOKING HOLDINGS INC. - 241 SHS 395,737 536,772
    CANADIAN NATIONAL RES. LTD. - 4010 SHS 109,524 96,440
    CHARTER COMMUNICATIONS - 527 SHS 212,838 348,637
    CHIPOTLE MEXICAN GRL - 163 SHS 86,108 226,034
    CHARLES SCHWAB CORP - 4760 SHS 174,135 252,470
    CHUBB LTD - 1715 SHS 195,108 263,973
    COMCAST CORP - 11,634 SHS 361,778 609,621
    COSTCO WHSL. CORP. - 592 SHS 35,300 223,054
    DOLLAR GENERAL CORP - 2590 SHS 344,997 544,677
    DOLLAR TREE INC. - 2825 SHS 232,451 305,213
    ECOLAB INC - 692 SHS 77,014 149,721
    EATON COPR PLC - 1945 SHS 151,975 233,672
    EMERSON ELECTRIC CO - 1145 SHS 58,532 92,024
    EXPEDITORS INTL WASH - 1504 SHS 106,130 143,045
    FACEBOOK - 1204 SHS 90,371 328,885
    FEDEX CORP. - 1352 SHS 161,823 351,006
    GUIDEWIRE SOFTWARE - 848 SHS 99,732 109,163
    HONEYWELL INTERNATIONAL INC. - 1134 SHS 129,431 241,202
    JOHNSON & JOHNSON - 1690 SHS 113,835 265,972
    JPMORGAN CHASE & CO - 2252 SHS 328,205 566,605
    KONINKLIJKE PHILIPS - 4770 SHS 205,846 258,391
    MASTERCARD CL A - 1127 SHS 107,992 402,271
    MICROSOFT CORP - 2299 SHS 96,480 511,344
    MASCO CORP - 6865 SHS 278,847 377,094
    MICRON TECHNOLOGY - 2418 SHS 119,569 181,785
    NESTLE SA - 3113 SHS 224,036 366,712
    NETFLIX - 383 SHS 35,355 207,099
    NIKE INC CL B - 2607 SHS 102,908 368,812
    NORTHERN TRUST CORP - 2070 SHS 163,994 192,799
    NOVARTIS ADR - 1697 SHS 77,385 160,248
    OMINCOM GROUP INC. - 2795 SHS 150,130 174,324
    PACCAR INC. - 2250 SHS 151,268 194,130
    PEPSICO INC. - 2126 SHS 210,710 315,286
    PPG INDUSTRIES INC. - 1430 SHS 130,407 206,234
    PROGRESSIVE CO OHIO - 3505 SHS 185,952 480,557
    QUEST DIAGNOSTICS INC. - 2512 SHS 239,346 299,355
    ROCHE HOLDINGS LTD. - 1946 SHS 40,277 85,313
    ROPER INDS INC NEW - 555 SHS 94,907 239,255
    ROSS STORES INC. - 1105 SHS 97,900 135,705
    S&P GLOBAL INC - 853 SHS 56,127 280,407
    SCHLUMBERGER LTD - 4435 SHS 67,438 96,816
    SMITH & NEPHEW GROUP P F - 4450 SHS 176,605 187,656
    SONY CORP - 3208 SHS 205,897 324,329
    TEXAS INSTRUMENTS, INC. - 2003 SHS 47,946 328,752
    THERMO FISHER SCIENIFIC - 742 SHS 131,052 345,609
    TJX COMPANIES INC. - 7122 SHS 295,185 486,361
    TRANSDIGM GROUP INC. - 254 SHS 78,929 157,188
    UNION PACIFIC CORP - 1327 SHS 81,111 276,308
    UNITEDHEALTH GROUP INC COM - 743 SHS 76,464 260,555
    UNILEVER PLC - 4265 SHS 227,518 257,435
    UNITED HEALTH GROUP - 756 SHS 108,777 265,114
    VERISK ANALYTICS INC. - 1241 SHS 138,166 257,619
    WATERS CORP. - 593 SHS 113,935 146,720
    WORKDAY INC - 835 SHS 75,061 200,074
    YUM BRANDS INC - 1192 SHS 61,916 129,403
    LONGLEAF PARTNERS - SMALL CAP - 138,559 SHS 3,292,853 3,304,621
    OAKMARK INTERNATIONAL IN - 50,731 SHS 885,199 1,322,052
    OAKMARK INTERNATIONAL SM - 38,651 SHS 625,998 651,650
    PIMCO INCOME FUND - 69,158 SHS 827,083 837,506
    TWEEDY BROWNE GLOBAL VALUE - 48,049 SHS 1,255,889 1,318,936

    TY 2020 OtherExpensesSchedule
    Name:
    RIVER BRANCH FOUNDATION
    EIN:
    22-6054887
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 403 403   0


    TY 2020 OtherIncomeSchedule2
    Name:
    RIVER BRANCH FOUNDATION
    EIN:
    22-6054887
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 2,772 2,772 2,772


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    RIVER BRANCH FOUNDATION
    EIN:
    22-6054887
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 110,127 110,127   0


    TY 2020 TaxesSchedule
    Name:
    RIVER BRANCH FOUNDATION
    EIN:
    22-6054887
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 4,906 4,906   0
    EXCISE TAXES 61,858 0   0