Form990-PF
Click to see attachment

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
Steve and Diane Parrish Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

26-1116145
B Telephone number (see instructions)

(800) 839-1754
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$1,716,099J 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) 318,158
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,038 1,038  
4 Dividends and interest from securities... 18,781 18,781  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 114,098
b Gross sales price for all assets on line 6a 827,234
7 Capital gain net income (from Part IV, line 2)... 333,377
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 452,075 353,196  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 3,515     3,515
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 12,688 12,688    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,188 688    
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 11,201 149   11,052
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,592 13,525   14,567
25 Contributions, gifts, grants paid....... 363,000 363,000
26 Total expenses and disbursements. Add lines 24 and 25 392,592 13,525   377,567
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 59,483
b Net investment income (if negative, enter -0-) 339,671
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......... 92,439 321,981 321,981
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 179,163 Click to see attachment95,026 105,693
b Investments—corporate stock (attach schedule)....... 1,025,600 Click to see attachment886,261 1,288,425
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) 1,297,202 1,303,268 1,716,099
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 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,297,202 1,303,268
29 Total net assets or fund balances (see instructions)..... 1,297,202 1,303,268
30 Total liabilities and net assets/fund balances (see instructions). 1,297,202 1,303,268
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
1,297,202
2
Enter amount from Part I, line 27a .....................
2
59,483
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,356,685
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
53,417
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,303,268
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 Publicly-traded Securities      
b
c
d
e
(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 827,234   493,857 333,377
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a        
b
c
d
e
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 2 333,377
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 4,721
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 4,721
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,721
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,321
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,410
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,731
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
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 10
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet10 RefundedBullet 11  
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)
    bulletCT
    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 ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
    Arden Trust Company Trustee
    4.0     		3,515 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Amanda Parrish Morgan Recording Sec, Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Nick Morgan Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Cassidy Sadler Parrish Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Clay Parrish Treas, Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Diane S Parrish Pres, Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Steve Parrish Trustee, VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    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
    1,338,752
    b
    Average of monthly cash balances.......................
    1b
    216,316
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,555,068
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,555,068
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    23,326
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,531,742
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    76,587
    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
    76,587
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,721
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,721
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    71,866
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    71,866
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    71,866
    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
    377,567
    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
    377,567
    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
    377,567
    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 71,866
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 320,689
    b From 2016...... 601,690
    c From 2017...... 445,238
    d From 2018...... 608,822
    e From 2019...... 737,954
    fTotal of lines 3a through e........ 2,714,393
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 377,567
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 71,866
    e Remaining amount distributed out of corpus 305,701
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,020,094
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		320,689
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		2,699,405
    10 Analysis of line 9:
    a Excess from 2016.... 601,690
    b Excess from 2017.... 445,238
    c Excess from 2018.... 608,822
    d Excess from 2019.... 737,954
    e Excess from 2020.... 305,701
    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).)
    Diane S Parrish
    Steve Parrish
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN SYMPHONY ORCHESTRA LEAGUE - DBA LEAGUE OF
    520 8TH AVE RM 2005
    NEW YORK,NY10018     		N/A PC General & Unrestricted 30,000
    AMERICAN SYMPHONY ORCHESTRA LEAGUE - DBA LEAGUE OF
    520 8TH AVE RM 2005
    NEW YORK,NY10018     		N/A PC Composition on commemoration of Jesse Rosen's retirement 2,500
    AMERICAN SYMPHONY ORCHESTRA LEAGUE - DBA LEAGUE OF
    520 8TH AVE RM 2005
    NEW YORK,NY10018     		N/A PC Playing Our Part Campaign 30,000
    ASPETUCK LAND TRUST INC
    239 TOILSOME HILL RD
    FAIRFIELD,CT06825     		N/A PC General & Unrestricted 500
    AUTISM FAMILES CONNECTICUT
    70 MIDDLEBROOK RD
    WEST HARTFORD,CT06119     		N/A PC General & Unrestricted 500
    CARLETON COLLEGE
    1 N COLLEGE ST
    NORTHFIELD,MN55057     		N/A PC General & Unrestricted 25,000
    CARLETON COLLEGE
    1 N COLLEGE ST
    NORTHFIELD,MN55057     		N/A PC Parents Fund 25,000
    FAIRFIELD HISTORICAL SOCIETY
    370 BEACH RD
    FAIRFIELD,CT06824     		N/A PC General & Unrestricted 500
    FRIENDS OF THE FAIRFIELD PUBLIC LIBRARY INC
    1080 OLD POST RD
    FAIRFIELD,CT06824     		N/A PC General & Unrestricted 1,000
    HCC NETWORK INC
    505 8TH AVE
    NEW YORK,NY10018     		N/A PC General & Unrestricted 2,500
    HOMES WITH HOPE INC
    59 MYRTLE AVE
    WESTPORT,CT06880     		N/A PC General & Unrestricted 5,000
    HOUSE UNITED
    3703 LAWTON AVE
    AUSTIN,TX78731     		N/A PC General & Unrestricted 10,000
    LADDIE LAWRENCE SCHOLARSHIP FUND INC
    6 CARLTON ST
    FAIRFIELD,CT06824     		N/A PC General & Unrestricted 500
    NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY INC
    391 E WASHINGTON AVE
    BRIDGEPORT,CT06608     		N/A PC Adopt a Camper Program 3,000
    OPERATION HOPE OF FAIRFIELD INC
    636 OLD POST RD
    FAIRFIELD,CT06824     		N/A PC General & Unrestricted 750
    PHILADELPHIA THEATRE COMPANY
    215 S BROAD ST 10TH FL
    PHILADELPHIA,PA19107     		N/A PC Charitable Event 5,000
    SOUTH UPTOWN NEIGHBORHOOD ASSOCIATION
    3501 ALDRICH AVE S
    MINNEAPOLIS,MN55408     		N/A PC Bryant Square Park 2,500
    STAMFORD SYMPHONY ORCHESTRA INC
    263 TRESSER BLVD
    STAMFORD,CT06901     		N/A PC General & Unrestricted 100,000
    TONY LA RUSSAS ANIMAL RESCUE FOUNDATION
    2890 MITCHELL DR
    WALNUT CREEK,CA94598     		N/A PC General & Unrestricted 25,000
    TONY LA RUSSAS ANIMAL RESCUE FOUNDATION
    2890 MITCHELL DR
    WALNUT CREEK,CA94598     		N/A PC Pets and Vets Center Campaign 50,000
    TRIPLE NEGATIVE BREAST CANCER FOUNDATION INC
    PO BOX 204
    NORWOOD,NJ07648     		N/A PC Charitable Event 2,500
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637     		N/A PC Odyssey Scholarship fund 25,000
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637     		N/A PC Odyssey Program Scholarship fund 5,000
    WESTPORT ASTRONOMICAL SOCIETY INC
    182 BAYBERRY LN
    WESTPORT,CT06880     		N/A PC General & Unrestricted 250
    WESTPORT LIBRARY ASSOC
    20 JESUP RD
    WESTPORT,CT06880     		N/A PC capital campaign 10,000
    WESTPORT WRITERS WORKSHOP I INC
    PO BOX 187
    WESTPORT,CT06881     		N/A PC General & Unrestricted 1,000
    Total .................................bullet 3a 363,000
    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 ...........     		    14 1,038  
    4 Dividends and interest from securities....     14 18,781  
    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 ............     		    18 114,098  
    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)..   133,917  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    133,917
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    Steve and Diane Parrish Foundation
     
    Employer identification number

    26-1116145
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Steve and Diane Parrish Foundation
          		Employer identification number
    26-1116145
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Parrish Diane S
    273 Saugatuck Avenue
     
    Westport, CT06880

    		$ 65,980


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Parrish Steve
    273 Saugatuck Avenue
     
    Westport, CT06880

    		$ 252,178


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Steve and Diane Parrish Foundation
          		Employer identification number

    26-1116145
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 MONDELEZ INTERNATIONAL INC MDLZ, 4750 sh. $ 252,178 2020-06-19
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Steve and Diane Parrish Foundation
          		Employer identification number

    26-1116145
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    Steve and Diane Parrish Foundation
    EIN:
    26-1116145
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 GeneralExplanationAttachment
    Name:
    Steve and Diane Parrish Foundation
    EIN:
    26-1116145
    Identifier Return Reference Explanation
    Part XIII (990-PF) Undistributed Income Form 990-PF, Part XIII - Undistributed Income In 2021, the Steve and Diane Parrish Foundation (the "Foundation") discovered that on its Form 990-PF for taxable year ending December 31, 2019 Parts X and XI were not recorded properly. The Foundation would not have been subject to an underdistribution penalty under 4942 for the year ending December 31, 2019 if the average value of the assets had been properly recorded in Part X. Therefore, the Foundation has chosen not to amend Form 990-PF for taxable year ending December 31, 2019. Instead, the Foundation has adjusted the amount reported in Part XIII of Form 990-PF for year ending December 31, 2020 to reflect the correct balance.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Steve and Diane Parrish Foundation
    EIN:
    26-1116145
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1ST SOURCE CORPORATION 770 645
    ABBOTT LABS 6,958 8,102
    ACCENTURE PLC 6,052 9,926
    ACTIVISION BLIZZARD INC 2,618 3,807
    ADOBE SYSTEMS, INC 7,343 30,008
    AIA GROUP LTD ADR 4,922 6,682
    AKZO NOBEL NV-ADR 2,850 3,426
    ALCON INC 3,450 3,959
    ALIBABA GROUP HOLDING LTD 2,683 2,793
    ALIGN TECHNOLOGY, INC 4,333 9,084
    ALLIANZ GLOBAL INVESTORS FIXED 74,407 88,505
    ALLSTATE CORP 1,186 1,539
    ALPHABET INC CL A 7,738 14,021
    ALPHABET INC CL C 8,756 19,271
    AMAZON COM 16,942 45,598
    AMER INTERNATIONAL GROUP INC 3,058 2,158
    AMERICAN EXPRESS CO 2,331 2,902
    AMERICAN TOWER REIT INC 6,834 12,570
    AMETEK INC 1,864 3,144
    ANGLO AM PLC ADR 1,578 2,318
    ANIKA THERAPEUTICS INC 744 905
    AON PLC CL A 3,258 5,282
    APPLE INC 831 4,246
    APPLIED IDNS TECH 1,144 1,794
    APPLIED MATERIALS INC 3,659 4,574
    ARCH CAPITAL GROUP LTD 1,461 1,767
    ASHTEAD GROUP PLC 2,878 3,980
    ASML HOLDING NV NY REG SHS 4,774 9,267
    ASSA ABLOY UNSP/ADR 2,797 2,927
    ASSOCIATED BRITISH FOODS PLC 751 777
    ATRION CORPORATION 403 642
    AUTODESK, INC 3,241 3,969
    AXA ADS 1,615 1,605
    BADGER METER, INC 983 1,599
    BANK OF AMERICA CORP 3,587 4,122
    BANK OF HAWAII CORP 612 690
    BANK OF MARIN BANCORP 297 240
    BARCLAYS PLC ADR 2,621 2,437
    BAYER A G SPONSORED ADR 1,620 1,380
    BERKSHIRE HATHAWAY INC. CLASS 4,841 5,565
    BEST BUY INC 1,100 1,597
    BIOMARIN PHARMACEUTICAL INC 1,934 1,929
    BLACKROCK INC 1,663 2,165
    BOSTON SCIENTIFIC 10,934 10,641
    BROOKFIELD ASSET MANAGEMENT CL 3,873 4,210
    BRUKER CORPORATION 1,272 2,219
    BUREAU VERITAS EUR0 1,329 1,472
    CACTUS, INC. CLASS A 471 600
    CADENCE DESIGN SYSTEMS INC 3,018 4,911
    CALGON CARBON CP 1,865 2,763
    CAMDEN NATIONAL CORPORATION 478 394
    CAMECO CORPORATION 996 1,407
    CANTEL MEDICAL CORPORATION 2,223 2,918
    CAPRI HOLDINGS LTD.SHS 826 882
    CARNIVAL CORP 2,180 1,083
    CARTER'S INC 1,644 1,787
    CATERPILLAR INC 2,077 2,548
    CATHAY GENERAL BANCORP 1,030 901
    CDK GLOBAL INC 813 829
    CHARLES SCHWAB CORP 2,811 4,561
    CHARTER COMMUNICATIONS, INC 4,752 7,277
    CHESAPEAKE UTILITIES CORP 1,229 1,515
    CHEVRON CORP 3,142 2,618
    CHOICE HOTELS INTERNATIONAL IN 483 961
    CHR HANSEN HOLDINGS 816 946
    CHUBB LIMITED 5,226 5,695
    CIGNA CORPORATION 5,136 6,245
    CISCO SYSTEMS INC 3,461 3,401
    CITIGROUP INC 5,967 5,981
    CLOSE BROTHERS GROUP 25 P ORD 2,176 2,296
    CMS ENERGY CP 2,182 2,440
    COCA COLA EUROPEAN PARTNERS PL 2,880 2,741
    COGNIZANT TECHNOLOGY SOLUTIONS 2,023 2,704
    COHEN & STEERS INC 1,076 1,709
    COHERENT INC CAL 1,003 900
    COLGATE-PALMOLIVE COMPANY 4,446 5,302
    COLUMBIA SPORTSWEAR CO 1,662 1,748
    COMCAST CORP 4,825 7,598
    COMPASS GROUP PLC ADR 3,512 2,603
    CONOCOPHILLIPS 1,604 1,600
    CONSTELLATION BRANDS INC 1,444 1,752
    CONTL AG SPONS ADR 1,482 1,930
    CORCEPT THERAPEUTICS INC 564 602
    CORESITE REALTY CORPORATION 1,094 1,754
    CORVEL CORP 1,295 2,014
    COSTAR GROUP, INC 2,601 2,773
    COSTCO WHOLESALE CORPORATION 2,681 6,405
    COUSINS PROPERTIES INC 1,452 1,307
    CREDICORP LTD 2,638 3,608
    CREDIT SUISSE GROUP ADR 1,918 1,984
    CRH PLC - AMERICAN DEPOSITARY 1,068 1,661
    CSG SYST INTL INC. 1,635 1,758
    CUBESMART 1,631 1,983
    D R HORTON 578 896
    DANAHER CORP 3,063 8,219
    DASSAULT SYS SA SPN ADR 2,805 3,666
    DBS GROUP HLDGS SPON ADR 2,496 2,510
    DEUTSCHE POST AG 1,337 2,043
    DIAGEO PLC ADS 4,118 4,447
    DOLLAR GENERAL CORP 1,702 2,313
    DOMINION ENERGY INC 1,891 1,805
    DONALDSON CO. INC 1,501 1,844
    DORMAN PRODUCTS INC 840 1,215
    DOUGLAS DYNAMICS INC 592 770
    DUKE ENERGY CO 4,432 4,761
    EAST WEST BANCORP, INC 664 963
    EASTGROUP PROPERTIES INC 1,002 1,243
    EATON CORP PLC 4,784 7,088
    EBARA CORPORATION 774 967
    EDISON INTL 3,254 3,392
    ELECTRONIC ARTS 4,097 5,888
    EOG RESOURCES INC 1,872 2,144
    EQUINIX, INC 5,247 8,570
    ERSTE BK DER OEST SP 2,356 1,986
    EURONET WORLDWIDE INC 1,983 3,043
    EXLSERVICE HOLDINGS INC 874 1,362
    EXPERIAN GROUP LTD S/ADR 2,439 2,885
    FACEBOOK INC 12,977 23,493
    FANUC LIMITED UNSPONSORED 3,692 5,012
    FIDELITY NATIONAL INFORMATION 4,857 6,507
    FIRST HAWAIIAN INC 949 825
    FISERV INC 2,024 3,416
    FLOWERS FOODS INC 1,340 1,539
    FORWARD AIR CORP 1,138 1,537
    FOX CORP CL A 2,077 1,747
    FRANKLIN ELECTRIC CO., INC 717 1,246
    FRESENIUS MED CAR AG 716 790
    GENERAL MILLS INC 1,602 1,705
    GENERAL MOTORS 1,554 1,666
    GERMAN AMERICAN BANCORP INC 445 397
    GLAXOSMITHKLINE PLC 2,223 2,024
    GLOBAL PAYMENTS INC 1,246 1,723
    GLOBUS MEDICAL INC 884 1,761
    GOLDMAN SACHS GROUP 4,734 6,329
    GREEN DOT CORP A 809 949
    HAEMONETICS CP 890 1,781
    HEINEKEN N V S ADR 3,191 3,462
    HELLA KGAA HUECK & CO EUR 631 819
    HELMERICH PAYNE 1,339 973
    HEXCEL CP DELAWARE 1,987 1,891
    HILL-ROM HOLDINGS, INC 1,739 1,959
    HMS HOLDINGS CORP 1,690 2,205
    HOME DEPOT INC 4,104 5,844
    HONEYWELL INTL 4,359 6,806
    HP INC 1,184 1,648
    HUNTINGTON INGALLS INDUSTRIES 2,536 2,216
    ICU MEDICAL, INC 1,325 1,501
    IDACORP INC HLDG CO 748 768
    IHS MARKIT LTD 3,679 5,839
    ILLINOIS TOOL WORKS 3,093 4,485
    ILLUMINA INC COM 2,258 2,960
    INDEPENDENT BANK CORP 778 1,023
    INFINEON TECH ADS 790 1,465
    INFORMA PLC SPONSORED ADR 1,691 1,302
    ING GROUP N V SPONSORED ADR 3,346 3,162
    INGERSOLL-RAND INC 1,017 1,686
    INSPERITY INC 634 570
    INTEL CORP 2,978 2,441
    INTERDIGITAL COMMUNICATIONS CO 1,329 1,335
    INTUIT 2,361 6,837
    IQVIA HOLDINGS INC 4,494 5,196
    ISHARES TRUST MSCI EAFE INDEX 1,902 2,043
    JOHNSON & JOHNSON 12,312 14,164
    JOHNSON CONTROLS INTERNATIONAL 2,213 2,376
    JONES LANG LASALLE 1,022 1,335
    JP MORGAN CHASE 4,898 8,895
    KASIKORNBANK PUB CO LTD ADR CM 854 991
    KDDI CP UNSP ADR 2,862 2,923
    KEYCORP 1,646 2,150
    KIMBERLY CLARK CORP 2,671 3,101
    KUBOTA CORPORATION 2,357 3,310
    L'OREAL ADR 1,052 1,447
    LAKELAND FINANCIAL CORPORATION 835 1,072
    LAM RESEARCH CORP 2,484 2,834
    LANCASTER COLONY CORPORATION 928 1,286
    LANDSTAR SYSTEM 1,082 1,751
    LINCOLN ELECTRIC HOLDING INC 1,430 1,976
    LINDE PLC COM 1,265 1,845
    LOCKHEED MARTIN CORP 2,216 2,485
    LONZA GROUP AG UNSP/ADR 1,444 2,307
    LOWES COMPANIES INC 3,813 4,494
    LVMH MOET HENN UNSP 2,715 3,867
    MAGNA INTERNATIONAL INC 2,613 3,540
    MANHATTAN ASSOCIATES INC 1,007 2,209
    MARSH AND MCLENNAN COMPANIES I 2,548 3,159
    MARUI CO LTD ADR OTC 2,960 2,082
    MASTERCARD INC 9,196 18,918
    MCKESSON CORP 2,111 2,609
    MEDPACE HOLDINGS, INC 1,472 2,366
    MEDTRONIC PLC 8,331 10,660
    MEITUAN DIANPING UNSPONSORED A 686 1,048
    MERCK & CO INC 4,082 4,090
    METLIFE INC 930 1,174
    MICHELIN CIE GEN UNSP/ADR 2,971 2,984
    MICROSOFT CORP 12,240 27,359
    MID-AMERICA APT COMMUNITIES IN 2,470 2,660
    MIDDLEBY CORPORATION 619 1,547
    MINERAL TECH INC 1,114 1,242
    MONDELEZ INTERNATIONAL INC 1,841 2,397
    MONRO MUFFLER BRAKE, INC 844 853
    MORNINGSTAR, INC 538 1,621
    MOWI ASA SPONSORED ADR 932 885
    MSCI INC 1,894 3,572
    N J RESOURCES CP 893 818
    NASDAQ OMX GROUP 1,594 3,319
    NATWEST GROUP ADR REPRESENTING 1,575 1,148
    NESTLE S.A 3,684 5,537
    NETFLIX INC 1,677 3,785
    NETGEAR INC 995 1,503
    NEUROCRINE BIOSCIENCES, INC 1,055 1,054
    NEXTERA ENERGY, INC 2,398 4,012
    NIC INC 1,539 2,273
    NIDEC CORPORATION ADR 2,872 4,755
    NORDSTROM INC 1,120 1,061
    NORTHROP GRUMMAN CORP 3,831 4,266
    NOVARTIS AG ADR 4,747 5,005
    NVIDIA CORP 8,111 17,233
    NXP SEMICONDUCTORS 2,023 2,385
    ONE GAS INC 1,148 1,535
    OTSUKA HOLDINGS CO 2,179 2,379
    PACCAR INC 1,373 1,380
    PACKAGING CORP AMER 1,788 2,620
    PAN PAC INTL HLDGS UNSPONSORED 1,150 1,721
    PARKER HANNIFIN CP 1,275 2,179
    PAYPAL HOLDINGS, INC 8,220 22,015
    PEPSICO INC 3,507 4,301
    PERSIMMON PLC ADR 910 1,071
    PHILLIPS 66 1,414 1,539
    PHYSICIANS REALTY TRUST 942 926
    PING AN INSURANCE GROUP ADR 1,745 1,740
    PIONEER NAT RES CO 666 911
    PNC FINANCIAL GROUP INC 4,108 5,513
    POWER INTEGRATIONS, INC 578 1,965
    PPG INDUSTRIES INC 3,217 4,327
    PREMIER INC 1,732 1,720
    PROGRESS SOFTWARE CORP 1,364 1,627
    PRUDENTIAL PLC SC 1,956 2,068
    PVH CORP 838 845
    RAYMOND JAMES FINANCIAL INC 1,710 2,009
    RECKITT BENCKISER GROUP 2,129 2,482
    RECRUIT HOLDINGS CO 1,122 4,205
    REINSURANCE GROUP AMER INC 854 1,275
    RELX PLC 1,909 1,973
    RENTOKIL INITIAL PLC SPON ADR 2,862 3,275
    ROCHE HOLDING LTD ADR 4,389 5,655
    ROPER INDUSTRIES 2,209 2,587
    ROYALTY PHARMA CL A 1,049 1,201
    RYANAIR HOLDINGS PLC-ADR COM 899 1,210
    S&P GLOBAL INC COM 2,303 4,602
    SAFRAN SA - UNSPON ADR 3,896 3,333
    SALESFORCE.COM 6,291 15,577
    SANOFI-AVENTIS SPONSORED ADR 1,964 2,041
    SAP AKTIENGESELL ADS 3,040 3,260
    SEA LTD 1,236 1,194
    SELECTIVE INS GROUP INC 814 871
    SEMPRA ENERGY COM 1,697 1,784
    SENSIENT TECHNOLOGIES 1,429 1,549
    SERVICE NOW 5,746 22,018
    SHERWIN-WILLIAMS CO 4,077 4,409
    SIGNATURE BANK 873 1,353
    SILGAN HOLDINGS, INC 1,185 1,557
    SMITH A O CORP DEL COM 882 1,151
    SNOWFLAKE INC 1,390 1,688
    SONY CORP ADR 5,443 9,503
    SOUTHERN CO 5,491 5,897
    SPLUNK INC 2,604 6,286
    SQUARE INC 4,315 5,223
    ST JAMES PLACE 1,235 1,478
    STAG INDUSTRIAL INC 622 658
    STANLEY BLACK & DECKER INC 4,624 6,071
    STARBUCKS CORP COM 943 1,498
    STEEL DYNAMICS INC 2,023 2,470
    STERIS PLC 1,213 1,516
    SUNTORY BEVERAGE & FOOD LTD AD 1,109 924
    SUZUKI MOTOR CORP UNSP ADR 2,568 2,616
    SWEDBANK AB S/ADR 1,590 1,817
    SYMRISE AG UNSPONSORED 2,088 2,928
    TAIWAN SEMICONDUCTOR MFG CO LT 1,117 2,726
    TECHNOPRO HOLDINGS 5 SPONSORED 2,071 4,075
    TELADOC INC 909 800
    TENCENT HOLDINGS LIMITED 2,178 3,019
    TENNANT CO 520 632
    TERADATA CORPORATION 1,339 921
    TEXAS INSTRUMENTS INC 2,758 5,252
    TEXAS ROADHOUSE, INC 1,111 1,641
    THALES SPONS ORD 1,769 1,379
    THE ENSIGN GROUP, INC 325 802
    THE TRADE DESK INC 2,455 10,413
    THERMO FISHER SCIENTIFIC INC 7,302 13,973
    TOMPKINS FINANCIAL CORPORATION 763 706
    TOMRA SYSTEMS 694 1,241
    TOPBUILD CORP 2,026 2,209
    TOPCON CORP 944 1,272
    TOTAL FINA ELF S.A 4,885 3,981
    TOYOTA INDUSTRIES CORPORATION 1,818 2,438
    TRANE TECHNOLOGIES PLC 1,825 3,629
    TRANSUNION COM USD0.01 7,146 10,815
    TRAVELERS COMPANIES INC 3,206 4,211
    TRUIST FINANCIAL CORPORATION 1,714 2,828
    U.S. PHYSICAL THERAPY INC 1,439 2,405
    ULTA SALON, COSMETICS & FRAGRA 3,104 4,020
    UMB FINANCIAL CORPORATION 900 1,104
    UNIFIRST CP 1,139 1,905
    UNILEVER PLC AMER 5,398 5,553
    UNION PACIFIC 2,446 4,581
    UNITEDHEALTH GROUP INC 2,076 2,104
    UNITIL CP 824 753
    US BANCORP 2,622 2,842
    VALEO SA SPONS ADR 1,068 1,352
    VALERO ENERGY CORP 1,000 1,131
    VALMONT INDUSTRIES INC 1,098 1,399
    VERISK ANALYTICS, INC 4,125 6,850
    VERIZON COMMUNICATIONS 4,328 4,641
    VERTEX PHARMCTLS INC 3,469 3,072
    VISA INC 7,703 18,592
    VIVENDI SA 1,801 2,472
    VMWARE INC 1,130 1,122
    WAL-MART STORES INC 3,318 3,892
    WALT DISNEY HOLDINGS CO 3,408 5,254
    WASHINGTON TRUST BANCORP INC 892 806
    WASTE CONNECTIONS 2,931 4,205
    WATTS WATER TECHNOLOGIES INC 1,125 1,704
    WILLIAMS SONOMA INC 695 1,222
    WOLTERS KLUWER S/ADR 963 1,091
    XYLEM INC 3,838 5,293
    ZOETIS INC 5,875 11,585
    ZURICH INS GROU ADR 1,937 2,491

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Steve and Diane Parrish Foundation
    EIN:
    26-1116145
    US Government Securities - End of Year Book Value:

    95,026
    US Government Securities - End of Year Fair Market Value:

    105,693
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2020 OtherDecreasesSchedule
    Name:
    Steve and Diane Parrish Foundation
    EIN:
    26-1116145
    Description Amount
    PRIOR PERIOD ADJUSTMENT 53,417


    TY 2020 OtherExpensesSchedule
    Name:
    Steve and Diane Parrish Foundation
    EIN:
    26-1116145
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 11,052     11,052
    Bank Charges 149 149    


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Steve and Diane Parrish Foundation
    EIN:
    26-1116145
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 12,688 12,688    


    TY 2020 TaxesSchedule
    Name:
    Steve and Diane Parrish Foundation
    EIN:
    26-1116145
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 1,500      
    Foreign Tax Paid 688 688