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 08-01-2020 , and ending 07-31-2021
Name of foundation
WILLIAM VANDERHOUT TRUST 42C129014
 
Number and street (or P.O. box number if mail is not delivered to street address)5 COMMERCE PARK NORTH-WEALTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BEDFORD, NH03110
A Employer identification number

04-6753154
B Telephone number (see instructions)

(877) 773-1229
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,561,318J 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... 36,777 36,777  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 126,186
b Gross sales price for all assets on line 6a 614,863
7 Capital gain net income (from Part IV, line 2)... 126,186
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 594    
12 Total. Add lines 1 through 11........ 163,557 162,963  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,074 16,052    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 850 567 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 770 348   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 38 25    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,732 16,992 0 0
25 Contributions, gifts, grants paid....... 70,000 70,000
26 Total expenses and disbursements. Add lines 24 and 25 95,732 16,992 0 70,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 67,825
b Net investment income (if negative, enter -0-) 145,971
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 89,228 57,996 57,996
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 283,884 Click to see attachment349,572 358,720
b Investments—corporate stock (attach schedule)....... 735,391 Click to see attachment727,827 971,836
c Investments—corporate bonds (attach schedule)....... 127,170 Click to see attachment168,682 172,766
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 1,235,673 1,304,077 1,561,318
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,235,673 1,304,077
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,235,673 1,304,077
30 Total liabilities and net assets/fund balances (see instructions). 1,235,673 1,304,077
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
1,235,673
2
Enter amount from Part I, line 27a .....................
2
67,825
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
579
4
Add lines 1, 2, and 3 ..........................
4
1,304,077
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
1,304,077
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 2000. COMCAST CORP 2.85% 01/15/2023 DTD 01/14/2013   2020-01-29 2020-08-24
b 2000. COMCAST CORP 2.85% 01/15/2023 DTD 01/14/2013   2019-02-21 2020-08-24
c 1000. US TREASURY NOTE 2.250 11/15/2025 DTD 11/15/2015   2019-07-26 2020-08-24
d 3000. U.S. TREASURY NOTE 1.125% 09/30/2021 DTD 09/30/2016   2019-08-23 2020-08-24
e 3000. COMCAST CORP 2.85% 01/15/2023 DTD 01/14/2013   2020-01-29 2020-09-10
10000. U.S. TREASURY NOTE 1.125% 09/30/2021 DTD 09/30/2016   2019-08-23 2020-09-29
640. AT&T INC   2011-09-02 2020-10-30
85. AMEREN CORP   2018-03-29 2020-10-30
21. AMEREN CORP   2018-03-29 2020-11-03
445. FIRSTENERGY CORP   2018-05-07 2020-11-03
78.169 VIATRIS INC   2019-08-26 2020-11-24
11.831 VIATRIS INC   2020-02-25 2020-11-24
.577 VIATRIS INC   2020-02-25 2020-11-30
5000. TOYOTA MOTOR CR 2.6% 01/11/2022 DTD 01/09/2017   2019-02-21 2020-12-04
51. ABBVIE INC   2015-08-26 2020-12-15
6. BLACKROCK INC CL A   2018-05-07 2020-12-15
276. BRITISH AMERN TOB PLC SPONSORED ADR   2018-10-01 2020-12-15
195. CMS ENERGY CORP COM   2018-05-07 2020-12-15
214. DUKE ENERGY CORP   2014-03-26 2020-12-15
76. EMERSON ELECTRIC CO   2013-12-05 2020-12-15
298. EXXON MOBIL CORP COM   2019-05-10 2020-12-15
44. KLA-TENCOR CORP   2020-04-24 2020-12-15
137. LAS VEGAS SANDS CORP COM   2018-05-07 2020-12-15
270. LEGGETT & PLATT INC COM   2018-06-27 2020-12-15
63. MERCK & CO INC NEW COM   2019-08-26 2020-12-15
28. PFIZER   2019-02-26 2020-12-15
13. PHILIP MORRIS INTL INC COM   2018-03-29 2020-12-15
216. PHILLIPS 66   2019-08-26 2020-12-15
22. PROCTER & GAMBLE CO   2014-03-26 2020-12-15
150. RAYTHEON TECHNOLOGIES   2017-09-27 2020-12-15
34. EATON CORP PLC   2013-12-05 2020-12-15
11. BLACKROCK INC CL A   2018-12-17 2020-12-23
231. DOW INC   2019-05-10 2020-12-23
30. MICROSOFT CORPORATION   2011-09-02 2020-12-23
153. VERIZON COMMUNICATIONS   2019-08-26 2020-12-23
62. APPLE COMPUTER, INC   2018-12-17 2021-01-15
52. J P MORGAN CHASE & CO   2020-06-24 2021-01-15
74. METLIFE INC   2018-01-04 2021-03-08
7000. U.S. TREASURY NOTE 1.125% 09/30/2021 DTD 09/30/2016   2020-12-28 2021-03-24
24000. U.S. TREASURY NOTE 1.125% 09/30/2021 DTD 09/30/2016   2019-07-26 2021-03-24
155. CISCO SYSTEMS INC   2017-06-22 2021-03-25
27. KLA-TENCOR CORP   2020-04-24 2021-03-25
9. MCDONALDS CORP   2014-03-26 2021-03-25
76. METLIFE INC   2018-01-04 2021-03-30
2000. BB&T CORP 2.75% 04/01/2022 DTD 03/21/2017   2019-02-21 2021-05-12
4000. CANADIAN IMP BK 2.55% 06/16/2022 DTD 06/16/2017   2019-02-21 2021-05-12
1000. CANADIAN IMP BK 2.55% 06/16/2022 DTD 06/16/2017   2020-12-28 2021-05-12
4000. U S TREAS. BONDS 1.75% 05/15/2022 DTD 05/15/2012   2021-03-29 2021-05-12
28000. U S TREAS. BONDS 1.75% 05/15/2022 DTD 05/15/2012   2020-01-29 2021-05-12
8000. U.S. TREASURY NOTE 0.125% 05/31/2022 DTD 06/01/2020   2020-06-30 2021-05-12
43. ALTRIA GROUP INC   2020-12-15 2021-05-28
432. ALTRIA GROUP INC   2020-05-07 2021-05-28
60. APPLE COMPUTER, INC   2013-06-06 2021-05-28
209. DOMINION RES INC VA NEW COM   2018-03-29 2021-05-28
494. DOW INC   2020-03-20 2021-05-28
55. KLA-TENCOR CORP   2020-04-24 2021-05-28
22. MICROSOFT CORPORATION   2020-03-20 2021-05-28
23. TARGET CORP COM   2020-12-15 2021-05-28
32. VERIZON COMMUNICATIONS   2020-03-20 2021-05-28
245. EATON CORP PLC   2020-05-04 2021-05-28
2.4 ORGANON & CO   2021-03-30 2021-06-09
31.6 ORGANON & CO   2020-03-20 2021-06-09
201. CVS CORP   2020-12-15 2021-06-10
131. MCDONALDS CORP   2015-08-26 2021-06-10
.6 ORGANON & CO   2021-03-30 2021-06-23
163. IRON MOUNTAIN INC   2020-06-24 2021-06-25
105. METLIFE INC   2018-01-04 2021-06-25
41. UNITED PARCEL SERVICE   2017-02-02 2021-06-25
9000. U.S. TREASURY NOTE 0.125% 05/15/2023 DTD 05/15/2020   2021-03-24 2021-06-25
3000. US TREASURY BOND 2.5% 08/15/2023 DTD 08/15/2013   2019-09-30 2021-07-27
106. PFIZER   2019-02-26 2021-07-29
88. UNITED PARCEL SERVICE   2018-12-17 2021-07-29
CAPITAL GAIN DIVIDENDS P    
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(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 2,121   2,069 52
b 2,121   1,991 130
c 1,101   1,016 85
d 3,032   2,988 44
e 3,178   3,103 75
10,100   9,943 157
17,189   18,005 -816
6,980   4,813 2,167
1,782   1,189 593
13,523   14,997 -1,474
1,321   1,453 -132
200   175 25
9   9  
5,123   4,987 136
5,277   3,199 2,078
4,178   3,140 1,038
10,573   18,454 -7,881
11,659   8,901 2,758
19,735   12,848 6,887
6,157   5,049 1,108
12,565   22,521 -9,956
11,524   7,106 4,418
7,716   10,165 -2,449
10,803   11,909 -1,106
5,049   5,374 -325
1,070   1,144 -74
1,102   1,251 -149
14,388   20,414 -6,026
3,004   1,493 1,511
10,546   10,201 345
3,892   2,086 1,806
7,726   4,740 2,986
12,707   11,878 829
6,689   774 5,915
9,013   7,499 1,514
7,942   1,989 5,953
7,174   4,953 2,221
4,540   3,815 725
7,039   7,035 4
24,134   23,852 282
7,923   4,960 2,963
7,899   4,361 3,538
2,017   863 1,154
4,631   3,918 713
2,041   1,996 45
4,103   3,985 118
1,026   1,026  
4,068   4,066 2
28,473   28,041 432
8,004   7,997 7
2,123   1,825 298
21,325   15,983 5,342
7,507   941 6,566
15,884   14,620 1,264
33,534   16,778 16,756
17,552   8,883 8,669
5,529   3,183 2,346
5,237   3,953 1,284
1,807   1,647 160
35,468   15,065 20,403
68   85 -17
898   1,096 -198
17,221   13,933 3,288
30,735   12,128 18,607
20   21 -1
7,050   4,103 2,947
6,397   5,413 984
8,434   4,316 4,118
8,980   8,993 -13
3,141   3,056 85
4,529   4,330 199
17,006   8,584 8,422
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
      251
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       52
b       130
c       85
d       44
e       75
      157
      -816
      2,167
      593
      -1,474
      -132
      25
       
      136
      2,078
      1,038
      -7,881
      2,758
      6,887
      1,108
      -9,956
      4,418
      -2,449
      -1,106
      -325
      -74
      -149
      -6,026
      1,511
      345
      1,806
      2,986
      829
      5,915
      1,514
      5,953
      2,221
      725
      4
      282
      2,963
      3,538
      1,154
      713
      45
      118
       
      2
      432
      7
      298
      5,342
      6,566
      1,264
      16,756
      8,669
      2,346
      1,284
      160
      20,403
      -17
      -198
      3,288
      18,607
      -1
      2,947
      984
      4,118
      -13
      85
      199
      8,422
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 126,186
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 2,029
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 2,029
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 2,029
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 796
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 796
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,233
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    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 addressbullet  
    14
    The books are in care ofbulletTD Bank NA Telephone no.bullet (877) 773-1229

    Located atbullet5 COMMERCE PARK NORTHBEDFORDNH ZIP+4bullet03110
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    TD Bank NA Trustee
    1     		24,074    
    5 Commerce Park North
    Bedford,NH03110
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,417,636
    b
    Average of monthly cash balances.......................
    1b
    46,820
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,464,456
    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
    1,464,456
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    21,967
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,442,489
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    72,124
    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
    72,124
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,029
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,029
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    70,095
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    70,095
    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
    70,095
    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
    70,000
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    70,000
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    70,000
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 70,095
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 43,907
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 70,000
    a Applied to 2019, but not more than line 2a 43,907
    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..... 26,093
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    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 ..........     		44,002
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    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).)
    NONE
    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.
    NONE
    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:
    PRINCIPAL NAUSET REGIONAL HIGH SCH
    PO BOX 1887
    NORTH EASTHAM,MA02654
    (508) 255-1505
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITING TO THE PRINCIPAL, GIVEN TO THE GUIDANCE SECRETARY
    cAny submission deadlines:
    APRIL 15 EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NAUSET REGIONAL HS GRADS RESIDING IN MA TOWNS OF BREWSTER, EASTHAM, ORLEANS OR WELLFLEET WHO ARE PURSUING A BA OR EQUIVALENT DEGREE
    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
    Shay Lyn Risk
    C/O NRHS PO BOX 1887
    NORTH EASTHAM,MA026511887     		NONE NONE SCHOLARSHIP 14,000
    Charlotte Zehnder
    C/O NRHS PO BOX 1887
    NORTH EASTMAN,MA026511887     		NONE NONE SCHOLARSHIP 14,000
    Miriam Caldwell
    C/O NRHS PO BOX 1887
    NORTH EASTMAN,MA026511887     		NONE NONE SCHOLARSHIP 14,000
    Christian Lynch
    C/O NRHS PO BOX 1887
    NORTH EASTMAN,MA026511887     		NONE NONE SCHOLARSHIP 14,000
    Francesca Galazzi
    C/O NRHS PO BOX 1887
    NORTH EASTHAM,MA026511887     		NONE NONE SCHOLARSHIP 14,000
    Total .................................bullet 3a 70,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 36,777  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 126,186  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aENTERPRISE PRODS P     		    1 594  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   163,557  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    163,557
    (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:
    WILLIAM VANDERHOUT TRUST 42C129014
    EIN:
    04-6753154
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 850 567    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    WILLIAM VANDERHOUT TRUST 42C129014
    EIN:
    04-6753154
    Name of Bond End of Year Book Value End of Year Fair Market Value
    2000 ABBOTT LABORATORIES 1.4% 2,049 1,980
    5000 AMZAON.COM INC 3.15% 5,550 5,547
    6000 APPLE INC 3.45% 6,155 6,481
    1000 AUTO DATAPROCESS 1.25% 999 966
    3000 BANK OF AMERICA 3.248% 3,027 3,268
    5000 BANK OF AMERICA 3.004% 5,014 5,176
    3000 BK OF AMERICA 2.496% 3,059 3,088
    2000 BK OF AMERICA 1.319% 2,024 2,010
    5000 BANK OF MONTREAL 2.55% 5,005 5,137
    7000 BK OF NY MELLON 1.6% 7,108 7,203
    4000 BK OF NOVA SCOTIA 2.7% 4,364 4,285
    2000 BERKSHIRE HATHAWAY 1.85% 2,012 2,042
    6000 BERKSHIRE HATHAWAY 2.75% 6,035 6,218
    4000 BRISTOL-MYERS SQB 3.4% 4,150 4,530
    3000 CANADIAN IMPER BK 2.25% 3,135 3,141
    4000 CITIGROUP INC 2.666% 4,029 4,176
    1000 COCA-COLA CO 3.45% 1,135 1,142
    4000 COMCAST CORP 2.35% 4,240 4,236
    1000 DUKE ENERGY CAROLIN 2.45% 1,048 1,050
    3000 EQUINOR ASA 2.875% 3,153 3,215
    6000 EXXON MOBIL 2.019% 6,093 6,265
    1000 HOME DEPOT INC 2.5% 1,054 1,073
    3000 JP MORGAN CHASE 3.25% 3,049 3,102
    7000 JPMORGAN CHASE & CO 3.2% 7,096 7,663
    3000 JPMORGAN CHASE CO 2.522% 3,010 3,117
    3000 JOHNSON & JOHNSON 0.95% 3,003 2,972
    1000 KIMBERLY-CLARK 3.1% 1,111 1,116
    3000 MANULIFE FINANCIAL 4.15% 3,210 3,396
    3000 MERCK CO INC 0.75% 3,037 2,996
    6000 MICROSOFT CORP 2.4% 6,390 6,421
    3000 MORGAN STANLEY 3.125% 3,156 3,261
    13000 ONTARIO PROVINCE 2.2% 12,967 13,309
    3000 PEPSICO INC 2.75% 3,249 3,264
    3000 PROCTER & GAMBLE 3% 3,415 3,343
    4000 ROYAL BK OF CANADA 1.6% 4,095 4,088
    3000 ROYAL BNK CANADA 1.15% 3,035 3,027
    4000 SHELL INTL FIN 2.5% 4,156 4,269
    3000 STATE STREET CORP 3.55% 3,158 3,325
    4000 TOTAL CAP INTL SA 3.455% 4,215 4,504
    1000 TOYATO MOTOR CO 1.9% 1,008 1,033
    3000 TRUIST FINANCIAL 1.267% 2,985 3,015
    3000 US BANCORP 3.15% 3,079 3,320
    2000 WALMART INC 3.05% 2,232 2,197
    4000 WELLS FARGO 3% 4,269 4,334
    3000 WELLS FARGO 4.15% 3,319 3,465

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WILLIAM VANDERHOUT TRUST 42C129014
    EIN:
    04-6753154
    Name of Stock End of Year Book Value End of Year Fair Market Value
    304 HASBRO INC 29,338 30,230
    386 LAS VEGAS SANDS CORP COM 25,179 16,347
    88 TARGET CORP 15,125 22,972
    450 COCA COLA CO 16,574 25,664
    309 PHILIP MORRIS INTL INC COM 26,904 30,928
    209 PROCTER & GAMBLE CO 11,721 29,726
    193 WAL MART STORES INC 27,955 27,512
    205 CHEVRON CORPORATION 22,956 20,871
    47 BLACKROCK INC CL A 19,808 40,757
    233 J P MORGAN CHASE & CO 25,902 35,365
    520 METLIFE INC 18,958 30,004
    360 TRUIST FINANCIAL CORP 17,895 19,595
    360 US BANCORP DEL NEW 18,403 19,994
    300 MEDTRONIC PLC 30,871 39,393
    269 ABBVIE INC 16,899 31,285
    414 MERCK & CO INC NEW COM 30,038 31,824
    596 PFIZER 23,218 25,524
    53 UNITEDHEALTH GROUP INC 21,169 21,848
    377 EMERSON ELECTRIC CO 23,300 38,036
    92 LOCKHEED MARTIN CORP 30,249 34,194
    209 REPUBLIC SVCS INC 20,491 24,737
    121 ANALOG DEVICES INC 19,979 20,258
    158 APPLE COMPUTER INC 2,478 23,046
    59 BROADCOM INC 27,891 28,639
    365 CISCO SYSTEMS INC 10,641 20,210
    536 IRON MOUNTAIN INC 13,516 23,455
    47 KLA-TENCOR CORP 7,591 16,364
    139 MICROSOFT CORPORATION 8,837 39,602
    67 LINDE PLC 20,159 20,595
    122 PPG INDUSTRIES 18,310 19,949
    483 COMCAST CORP NEW CL A 21,457 28,415
    311 VERIZON COMMUNICATIONS 11,482 17,348
    260 AMEREN CORP 16,051 21,819
    144 AMERICAN ELECTRIC POWER CO 12,037 12,689
    118 ENTERGY CORP COMMON NEW 11,983 12,145
    745 ENTERPRISE PRODS PARTNERS 16,113 16,815
    190 EVERSOURCE ENERGY 8,127 16,391
    237 NEXTERA ENERGY INC COM 17,511 18,462
    299 WEC ENERGY GROUP INC 10,711 18,828

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    WILLIAM VANDERHOUT TRUST 42C129014
    EIN:
    04-6753154
    US Government Securities - End of Year Book Value:

    349,572
    US Government Securities - End of Year Fair Market Value:

    358,720
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 OtherExpensesSchedule
    Name:
    WILLIAM VANDERHOUT TRUST 42C129014
    EIN:
    04-6753154
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 35 23   0
    OTHER EXPENSE (NON-DEDUCTIBLE 3 2   0


    TY 2020 OtherIncomeSchedule2
    Name:
    WILLIAM VANDERHOUT TRUST 42C129014
    EIN:
    04-6753154
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ENTERPRISE PRODS PARTNERS LP 594 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    WILLIAM VANDERHOUT TRUST 42C129014
    EIN:
    04-6753154
    Description Amount
    ROUNDING & RETURN OF CAPITAL ADJUSTMENT 579


    TY 2020 TaxesSchedule
    Name:
    WILLIAM VANDERHOUT TRUST 42C129014
    EIN:
    04-6753154
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 348 348   0
    FEDERAL ESTIMATES - PRINCIPAL 422 0   0