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 09-01-2020 , and ending 08-31-2021
Name of foundation
WIACHESLAV A OBNOVLENSKI-THOMPSON TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)9000 SOUTHSIDE BLVD BLDG 400 FL9-40
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSONVILLE, FL322560787
A Employer identification number

59-6596826
B Telephone number (see instructions)

(877) 446-1410
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$617,693J 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... 12,333 12,330  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 21,648
b Gross sales price for all assets on line 6a 167,865
7 Capital gain net income (from Part IV, line 2)... 21,648
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).......      
12 Total. Add lines 1 through 11........ 33,981 33,978  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,259 8,555   5,704
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 1,250 750 0 500
c Other professional fees (attach schedule).... Click to see attachment 3 3   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,927 191   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,439 9,499 0 6,204
25 Contributions, gifts, grants paid....... 18,150 18,150
26 Total expenses and disbursements. Add lines 24 and 25 41,589 9,499 0 24,354
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,608
b Net investment income (if negative, enter -0-) 24,479
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......... 18,264 9,021 9,021
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)      
b Investments—corporate stock (attach schedule)....... 662,453 Click to see attachment664,092 859,610
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)..........     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) 680,717 673,113 868,631
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........ 680,717 673,113
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)..... 680,717 673,113
30 Total liabilities and net assets/fund balances (see instructions). 680,717 673,113
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
680,717
2
Enter amount from Part I, line 27a .....................
2
-7,608
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4
4
Add lines 1, 2, and 3 ..........................
4
673,113
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
673,113
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 8. ABBOTT LABORATORIES   2020-07-02 2020-09-08
b 1. ABBOTT LABORATORIES   2020-11-23 2021-02-01
c 6. ABBOTT LABORATORIES   2020-07-02 2021-02-01
d 10. ABBOTT LABORATORIES   2020-07-02 2021-03-05
e 1. ABBOTT LABORATORIES   2020-07-02 2021-07-02
3. ACTIVISION BLIZZARD INC COM   2020-07-02 2020-09-08
2. ACTIVISION BLIZZARD INC COM   2020-07-02 2021-02-01
1. ACTIVISION BLIZZARD INC COM   2020-07-02 2021-07-02
2. ADOBE SYS INC   2020-07-02 2020-09-08
1. ADOBE SYS INC   2020-11-23 2021-02-01
1. ADOBE SYS INC   2020-07-02 2021-02-01
2. ADOBE SYS INC   2020-07-02 2021-03-05
1. ALPHABET INC CL A COM   2020-07-02 2020-09-08
2. AMERICAN WTR WKS CO INC NEW COM   2020-07-02 2020-09-08
2. AMERICAN WTR WKS CO INC NEW COM   2020-07-02 2021-02-01
15. APPLE INC COM   2020-07-02 2020-09-08
12. APPLE INC COM   2020-10-05 2021-02-01
3. APPLE INC COM   2020-11-23 2021-02-01
2. APPLE INC COM   2020-07-02 2021-02-01
1. APPLE INC COM   2020-07-02 2021-05-12
5. APPLE INC COM   2020-07-02 2021-07-02
12. BP AMOCO P L C SPONSORED ADR   2020-07-02 2020-09-08
38. BP AMOCO P L C SPONSORED ADR   2020-07-02 2020-10-05
44. BP AMOCO P L C SPONSORED ADR   2020-07-02 2020-10-05
2. BAXTER INTERNATIONAL INC   2020-07-02 2020-09-08
1. BAXTER INTERNATIONAL INC   2020-07-02 2021-02-01
9. BAXTER INTERNATIONAL INC   2020-07-02 2021-03-05
3. BERKSHIRE HATHAWAY INC DEL NEW CL B COM   2020-07-02 2020-09-08
3. BERKSHIRE HATHAWAY INC DEL NEW CL B COM   2020-07-02 2021-02-01
1. BERKSHIRE HATHAWAY INC DEL NEW CL B COM   2020-07-02 2021-07-02
1. BLACKROCK INC CL A   2020-07-02 2020-09-08
1. BOEING CO   2020-07-02 2020-09-08
2. BOEING CO   2020-07-02 2020-10-05
3. BOOZ ALLEN HAMILTON HLDG CORP CL A COM   2020-07-02 2020-09-08
6. BOOZ ALLEN HAMILTON HLDG CORP CL A COM   2020-07-02 2020-12-21
21. BOOZ ALLEN HAMILTON HLDG CORP CL A COM   2020-07-02 2020-12-22
6. BOSTON SCIENTIFIC CORPORATION   2020-07-02 2020-09-08
5. BOSTON SCIENTIFIC CORPORATION   2020-07-02 2021-02-01
1. BOSTON SCIENTIFIC CORPORATION   2020-07-02 2021-05-12
1. BOSTON SCIENTIFIC CORPORATION   2020-07-02 2021-07-02
1. BROADCOM INC COM   2020-07-02 2020-09-08
1. BROADCOM INC COM   2020-07-02 2021-02-01
2. CVS CAREMARK CORP COM   2021-05-10 2021-07-02
3. CARMAX INC   2020-07-02 2020-09-08
4. CARMAX INC   2020-10-05 2021-02-01
1. CARMAX INC   2020-10-05 2021-07-02
2. CARMAX INC   2020-10-05 2021-07-12
4. CARMAX INC   2020-10-05 2021-07-12
5. CARMAX INC   2020-07-02 2021-07-12
16. CARMAX INC   2020-07-02 2021-07-13
3. CATERPILLAR INCORPORATED   2020-07-02 2020-09-08
1. CATERPILLAR INCORPORATED   2020-11-23 2021-02-01
2. CATERPILLAR INCORPORATED   2020-07-02 2021-02-01
2. CENTENE CORP DELAWARE COM   2020-07-02 2020-09-08
14. CENTENE CORP DELAWARE COM   2020-07-02 2020-12-21
4. CHEVRONTEXACO CORP COM   2020-07-02 2020-09-08
1. CHEVRONTEXACO CORP COM   2020-11-23 2021-02-01
6. CHEVRONTEXACO CORP COM   2020-07-02 2021-02-01
22. CHEVRONTEXACO CORP COM   2020-07-02 2021-05-10
5. CHEVRONTEXACO CORP COM   2020-12-21 2021-05-10
7. CHEVRONTEXACO CORP COM   2020-12-21 2021-05-10
1. CHEVRONTEXACO CORP COM   2020-12-21 2021-07-02
4. CHURCH & DWIGHT INC   2020-07-02 2020-09-08
12. CHURCH & DWIGHT INC   2020-07-02 2020-10-05
1. CHURCH & DWIGHT INC   2020-07-02 2020-12-21
8. CHURCH & DWIGHT INC   2020-07-02 2020-12-21
6. CHURCH & DWIGHT INC   2020-07-02 2020-12-22
9. CISCO SYSTEMS INCORPORATED   2020-07-02 2020-09-08
14. CISCO SYSTEMS INCORPORATED   2020-07-02 2020-10-05
6. CISCO SYSTEMS INCORPORATED   2020-07-02 2021-02-01
1. CISCO SYSTEMS INCORPORATED   2020-07-02 2021-05-12
1. CISCO SYSTEMS INCORPORATED   2020-07-02 2021-07-02
10. CITIGROUP INC NEW COM   2020-07-02 2020-09-08
1. CITIGROUP INC NEW COM   2020-11-23 2021-02-01
8. CITIGROUP INC NEW COM   2020-07-02 2021-02-01
1. CITIGROUP INC NEW COM   2020-07-02 2021-05-12
2. CITIGROUP INC NEW COM   2020-07-02 2021-07-02
10. COCA COLA CO COM   2020-07-02 2020-09-08
1. COCA COLA CO COM   2020-11-23 2021-02-01
8. COCA COLA CO COM   2020-07-02 2021-02-01
1. COCA COLA CO COM   2020-07-02 2021-05-12
2. COCA COLA CO COM   2020-07-02 2021-07-02
8. COMCAST CORP NEW CL A COM   2020-07-02 2020-09-08
1. COMCAST CORP NEW CL A COM   2020-11-23 2021-02-01
7. COMCAST CORP NEW CL A COM   2020-07-02 2021-02-01
1. COMCAST CORP NEW CL A COM   2020-07-02 2021-05-12
2. COMCAST CORP NEW CL A COM   2020-07-02 2021-07-02
2. CONOCOPHILLIPS COM   2021-05-10 2021-07-02
2. COSTCO WHSL CORP NEW COM   2020-07-02 2020-09-08
1. COSTCO WHSL CORP NEW COM   2020-07-02 2021-02-01
1. CROWN CASTLE INTL CORP REITS   2020-07-02 2020-09-08
1. DEERE & COMPANY   2020-07-02 2020-09-08
1. DEERE & COMPANY   2020-07-02 2021-02-01
1. DEERE & COMPANY   2020-07-02 2021-07-02
2. DEVON ENERGY CORPORATION   2021-05-10 2021-07-02
1. DISNEY WALT CO   2020-07-02 2020-09-08
2. DISNEY WALT CO   2020-07-02 2021-02-01
1. DISNEY WALT CO   2021-05-10 2021-07-02
2. DUPONT DE NEMOURS INC COM   2020-07-02 2020-09-08
1. DUPONT DE NEMOURS INC COM   2020-11-23 2021-02-01
3. DUPONT DE NEMOURS INC COM   2020-10-05 2021-02-01
1. DUPONT DE NEMOURS INC COM   2020-10-05 2021-05-12
1. DUPONT DE NEMOURS INC COM   2020-10-05 2021-07-02
1. ELECTRONIC ARTS   2020-07-02 2020-09-08
1. ELECTRONIC ARTS   2020-07-02 2021-02-01
1. ELECTRONIC ARTS   2020-07-02 2021-07-02
1. FACEBOOK INC CL A COM   2020-07-02 2020-09-08
1. FACEBOOK INC CL A COM   2020-07-02 2021-02-01
3. FORTIVE CORP COM   2020-07-02 2020-09-08
3. FORTIVE CORP COM   2020-07-02 2021-02-01
1. FORTIVE CORP COM   2020-07-02 2021-07-02
1. FREEPORT-MCMORAN COPPER & GOLD INC COM   2021-03-05 2021-07-02
4. GENERAL MTRS CO COM   2020-07-02 2020-09-08
5. GENERAL MTRS CO COM   2020-12-21 2021-02-01
1. GENERAL MTRS CO COM   2020-12-21 2021-05-12
2. GENERAL MTRS CO COM   2020-12-21 2021-07-02
5. HILL ROM HLDGS INC COM   2020-07-02 2020-09-08
4. HILL ROM HLDGS INC COM   2020-07-02 2021-02-01
1. HILL ROM HLDGS INC COM   2020-07-02 2021-05-12
1. HILL ROM HLDGS INC COM   2020-07-02 2021-07-02
4. HOME DEPOT INC   2020-07-02 2020-09-08
1. HOME DEPOT INC   2020-11-23 2021-02-01
3. HOME DEPOT INC   2020-07-02 2021-02-01
1. HOME DEPOT INC   2020-07-02 2021-07-02
3. HOME DEPOT INC   2020-07-02 2021-07-12
2. HONEYWELL INTERNATIONAL INC   2020-07-02 2020-09-08
2. HONEYWELL INTERNATIONAL INC   2020-07-02 2021-02-01
1. HONEYWELL INTERNATIONAL INC   2020-07-02 2021-07-02
2. IDEXX LABS INC   2020-07-02 2020-09-08
1. IDEXX LABS INC   2020-07-02 2021-02-01
1. ILLINOIS TOOL WORKS INCORPORATED   2020-07-02 2020-09-08
1. ILLINOIS TOOL WORKS INCORPORATED   2020-07-02 2021-02-01
3. INTERCONTINENTAL EXCHANGE INC COM   2020-07-02 2020-09-08
3. INTERCONTINENTAL EXCHANGE INC COM   2020-07-02 2021-02-01
1. INTERCONTINENTAL EXCHANGE INC COM   2020-07-02 2021-07-02
30. ISHARES RUSSELL MID-CAP ETF   2020-07-07 2020-09-08
61. ISHARES RUSSELL MID-CAP ETF   2020-07-07 2020-10-15
47. ISHARES RUSSELL MID-CAP ETF   2020-07-07 2020-11-19
184. ISHARES RUSSELL MID-CAP ETF   2020-07-07 2021-05-17
15. ISHARES RUSSELL MID-CAP ETF   2020-07-07 2021-07-02
5. ISHARES RUSSELL 2000 ETF   2020-07-07 2020-09-08
13. ISHARES RUSSELL 2000 ETF   2020-07-07 2020-10-15
23. ISHARES RUSSELL 2000 ETF   2020-07-07 2020-11-19
6. J P MORGAN CHASE & CO COM   2020-07-02 2020-09-08
1. J P MORGAN CHASE & CO COM   2020-11-23 2021-02-01
4. J P MORGAN CHASE & CO COM   2020-07-02 2021-02-01
1. J P MORGAN CHASE & CO COM   2020-07-02 2021-05-12
1. J P MORGAN CHASE & CO COM   2020-07-02 2021-07-02
2. JOHNSON & JOHNSON   2020-07-02 2020-09-08
2. JOHNSON & JOHNSON   2020-07-02 2021-02-01
1. JOHNSON & JOHNSON   2020-07-02 2021-07-02
2. L3HARRIS TECHNOLOGIES INC COM   2020-07-02 2020-09-08
1. L3HARRIS TECHNOLOGIES INC COM   2020-07-02 2021-02-01
1. LUMH MOET HENNESSY LOUIS VUITTON   2021-05-10 2021-07-02
1. MGM GRAND INCORPORATED   2021-05-10 2021-05-12
2. MGM GRAND INCORPORATED   2021-05-10 2021-07-02
1. MARVELL TECHNOLOGY INC COM   2020-07-02 2021-05-12
2. MARVELL TECHNOLOGY INC COM   2020-07-02 2021-07-02
2. MCDONALDS CORP   2020-07-02 2020-09-08
3. MCDONALDS CORP   2020-07-02 2020-10-05
1. MCDONALDS CORP   2020-07-02 2021-02-01
8. MCDONALDS CORP   2020-07-02 2021-05-10
1. MCDONALDS CORP   2020-07-02 2021-05-10
1. MERCK & CO INC NEW COM   2021-05-10 2021-07-02
5. MICROSOFT CORPORATION   2020-07-02 2020-09-08
3. MICROSOFT CORPORATION   2020-07-02 2020-09-08
3. MICROSOFT CORPORATION   2020-07-29 2021-02-01
2. MICROSOFT CORPORATION   2020-11-23 2021-02-01
3. MICROSOFT CORPORATION   2020-07-02 2021-02-01
1. MICROSOFT CORPORATION   2020-07-02 2021-05-12
2. MICROSOFT CORPORATION   2020-07-02 2021-07-02
9. MONDELEZ INTL INC COM   2020-07-02 2020-09-08
1. MONDELEZ INTL INC COM   2020-11-23 2021-02-01
7. MONDELEZ INTL INC COM   2020-07-02 2021-02-01
1. MONDELEZ INTL INC COM   2020-07-02 2021-05-12
2. MONDELEZ INTL INC COM   2020-07-02 2021-07-02
12. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2020-07-02 2020-09-08
2. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2020-11-23 2021-02-01
9. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2020-07-02 2021-02-01
3. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2020-07-02 2021-07-02
2. NEXTERA ENERGY INC COM   2020-10-05 2021-02-01
1. NEXTERA ENERGY INC COM   2020-10-05 2021-07-02
3. NIKE INC CL B   2020-07-02 2020-09-08
2. NIKE INC CL B   2020-07-02 2021-02-01
1. NIKE INC CL B   2020-07-02 2021-07-02
1. NVIDIA CORP COM   2020-07-02 2020-09-08
2. NVIDIA CORP COM   2020-07-02 2021-02-01
1. NVIDIA CORP COM   2020-07-02 2021-03-05
1. NVIDIA CORP COM   2020-07-02 2021-07-02
.3 ORGANON & CO COM   2021-05-10 2021-07-12
.6 ORGANON & CO COM   2021-05-10 2021-07-12
.1 ORGANON & CO COM   2021-03-05 2021-07-12
1. ORGANON & CO COM   2021-03-05 2021-07-12
.4 ORGANON & CO COM   2021-03-05 2021-08-26
2. PALO ALTO NETWORKS INC COM   2020-07-02 2020-09-08
1. PALO ALTO NETWORKS INC COM   2020-07-02 2021-02-01
1. PALO ALTO NETWORKS INC COM   2020-07-02 2021-07-02
3. PAYPAL HOLDINGS INC COM   2020-07-02 2020-09-08
3. PAYPAL HOLDINGS INC COM   2020-07-02 2021-02-01
1. PAYPAL HOLDINGS INC COM   2020-07-02 2021-07-02
3. PROLOGIS INC REITS   2020-07-02 2020-09-08
3. PROLOGIS INC REITS   2020-07-02 2021-02-01
1. PROLOGIS INC REITS   2020-07-02 2021-07-02
4. REPLIGEN CORP COM   2020-07-02 2020-09-08
3. REPLIGEN CORP COM   2020-07-02 2021-02-01
5. REPLIGEN CORP COM   2020-07-02 2021-03-05
1. REPLIGEN CORP COM   2020-07-02 2021-03-05
10. REPLIGEN CORP COM   2020-07-02 2021-05-10
1. REPLIGEN CORP COM   2020-07-02 2021-05-11
3. REPLIGEN CORP COM   2020-07-02 2021-05-11
5. ROCHE HLDG LTD SPONSORED ADR   2020-07-02 2020-09-08
5. ROCHE HLDG LTD SPONSORED ADR   2020-07-02 2021-02-01
15. ROCHE HLDG LTD SPONSORED ADR   2020-07-02 2021-03-05
16. ROCHE HLDG LTD SPONSORED ADR   2020-07-02 2021-05-10
1. ROCHE HLDG LTD SPONSORED ADR   2020-11-23 2021-05-10
4. SPDR S&P BIOTECH ETF   2020-07-02 2020-09-08
1. SPDR S&P BIOTECH ETF   2020-11-23 2021-02-01
3. SPDR S&P BIOTECH ETF   2020-07-02 2021-02-01
8. SPDR S&P BIOTECH ETF   2020-07-02 2021-03-05
1. SPDR S&P BIOTECH ETF   2020-07-02 2021-05-12
68. SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF   2020-07-07 2021-01-29
3. SALESFORCE.COM INC COMMON   2020-07-02 2020-09-08
3. SALESFORCE.COM INC COMMON   2020-07-02 2021-02-01
4. SALESFORCE.COM INC COMMON   2020-07-02 2021-03-05
1. SALESFORCE.COM INC COMMON   2020-07-02 2021-07-02
2. SEMPRA ENERGY   2020-07-02 2020-09-08
9. SEMPRA ENERGY   2020-07-02 2020-10-05
6. TARGET CORP   2020-07-02 2020-09-08
11. TARGET CORP   2020-07-02 2020-10-05
1. TARGET CORP   2020-11-23 2021-02-01
3. TARGET CORP   2020-07-02 2021-02-01
10. TARGET CORP   2020-07-02 2021-02-05
3. TARGET CORP   2020-07-02 2021-02-22
1. TARGET CORP   2020-07-02 2021-07-02
2. TELADOC HEALTH INC COM   2020-07-02 2020-09-08
2. TELADOC HEALTH INC COM   2020-07-02 2021-02-01
16. TELADOC HEALTH INC COM   2020-07-02 2021-05-10
9. TENCENT HLDGS LTD ADR   2020-07-02 2020-09-08
1. TENCENT HLDGS LTD ADR   2020-11-23 2021-02-01
8. TENCENT HLDGS LTD ADR   2020-07-02 2021-02-01
1. TENCENT HLDGS LTD ADR   2020-07-02 2021-05-12
2. TENCENT HLDGS LTD ADR   2020-07-02 2021-07-02
21. TENCENT HLDGS LTD ADR   2020-07-02 2021-08-04
4. TRUIST FINL CORP COM   2020-07-02 2020-09-08
1. TRUIST FINL CORP COM   2020-11-23 2021-02-01
3. TRUIST FINL CORP COM   2020-07-02 2021-02-01
1. TRUIST FINL CORP COM   2020-07-02 2021-07-02
2. UNION PAC CORP COM   2020-07-02 2020-09-08
1. UNION PAC CORP COM   2020-07-02 2021-02-01
1. UNION PAC CORP COM   2020-07-02 2021-05-12
2. UNITED PARCEL SERVICE CL B   2020-12-21 2021-02-01
1. UNITEDHEALTH GROUP INC   2020-12-21 2021-02-01
1. UNITEDHEALTH GROUP INC   2021-05-10 2021-07-02
4. VALERO ENERGY CORP - NEW   2020-07-02 2020-09-08
31. VALERO ENERGY CORP - NEW   2020-07-02 2020-10-05
1. VALERO ENERGY CORP - NEW   2021-05-10 2021-07-02
88. VANGUARD FTSE DEVELOPED MARKETS ETF   2017-12-08 2020-11-19
31. VANGUARD FTSE DEVELOPED MARKETS ETF   2017-12-08 2021-05-17
98. VANGUARD FTSE DEVELOPED MARKETS ETF   2014-07-02 2021-05-17
11. VANGUARD TOTAL INTL BOND INDEX FUND ETF   2020-11-19 2021-01-29
14. VANGUARD TOTAL INTL BOND INDEX FUND ETF   2020-09-14 2021-01-29
97. VANGUARD TOTAL INTL BOND INDEX FUND ETF   2020-07-07 2021-01-29
15. VANGUARD FTSE EMERGING MKTS ETF   2012-10-25 2020-09-08
16. VANGUARD FTSE EMERGING MKTS ETF   2021-02-05 2021-07-02
8. VERIZON COMMUNICATIONS   2020-07-02 2020-09-08
1. VERIZON COMMUNICATIONS   2020-11-23 2021-02-01
6. VERIZON COMMUNICATIONS   2020-07-02 2021-02-01
2. VERIZON COMMUNICATIONS   2020-07-02 2021-07-02
4. VISA INC CL A COM   2020-07-02 2020-09-08
3. VISA INC CL A COM   2020-07-02 2020-10-05
4. VISA INC CL A COM   2020-07-02 2021-02-01
5. VISA INC CL A COM   2020-07-02 2021-05-10
1. VISA INC CL A COM   2020-07-02 2021-07-02
.8 VONTIER CORP COM   2020-07-02 2020-12-15
8. VONTIER CORP COM   2020-07-02 2020-12-21
2. VULCAN MATERIALS COMPANY   2020-07-02 2020-09-08
1. VULCAN MATERIALS COMPANY   2020-07-02 2021-02-01
1. VULCAN MATERIALS COMPANY   2020-07-02 2021-07-02
1. WAL-MART STORES INCORPORATED   2021-02-05 2021-07-02
5. EATON CORP PLC COM   2020-07-02 2020-09-08
1. EATON CORP PLC COM   2020-11-23 2021-02-01
3. EATON CORP PLC COM   2020-07-02 2021-02-01
1. EATON CORP PLC COM   2020-07-02 2021-05-12
1. EATON CORP PLC COM   2020-07-02 2021-07-02
8. MARVELL TECHNOLOGY GROUP LTD COM   2020-07-02 2020-09-08
1. MARVELL TECHNOLOGY GROUP LTD COM   2020-11-23 2021-02-01
6. MARVELL TECHNOLOGY GROUP LTD COM   2020-07-02 2021-02-01
1. ASML HOLDINGS NV ADR   2020-12-21 2021-02-01
2. LYONDELLBASELL INDUSTRIES NV CL A COM   2020-07-02 2020-09-08
2. LYONDELLBASELL INDUSTRIES NV CL A COM   2020-07-02 2021-02-01
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 823   736 87
b 123   110 13
c 739   552 187
d 1,167   921 246
e 118   92 26
229   232 -3
183   155 28
94   77 17
932   886 46
472   459 13
472   443 29
873   886 -13
1,525   1,472 53
281   261 20
325   261 64
1,712   1,366 346
1,613   1,386 227
403   346 57
269   182 87
123   91 32
698   455 243
242   281 -39
648   890 -242
751   1,030 -279
162   174 -12
77   87 -10
697   783 -86
652   535 117
689   535 154
279   178 101
552   551 1
162   181 -19
340   362 -22
252   238 14
527   477 50
1,832   1,669 163
246   212 34
179   177 2
41   35 6
44   35 9
354   315 39
469   315 154
165   173 -8
315   268 47
470   394 76
134   98 36
271   197 74
541   392 149
677   446 231
2,116   1,427 689
450   382 68
185   174 11
369   255 114
114   133 -19
826   930 -104
316   353 -37
87   89 -2
523   530 -7
2,437   1,944 493
554   432 122
777   605 172
106   86 20
367   313 54
1,086   938 148
87   78 9
692   625 67
519   469 50
361   410 -49
539   638 -99
273   273  
52   46 6
54   46 8
508   505 3
58   53 5
465   404 61
75   50 25
141   101 40
496   448 48
49   53 -4
389   359 30
54   45 9
108   90 18
350   314 36
50   50  
349   275 74
57   39 18
117   79 38
126   115 11
679   611 68
352   305 47
159   171 -12
211   158 53
293   158 135
353   158 195
59   53 6
134   112 22
342   225 117
177   187 -10
114   107 7
72   63 9
216   169 47
81   56 25
79   56 23
124   134 -10
146   134 12
143   134 9
272   233 39
264   233 31
221   204 17
200   174 26
71   58 13
37   35 2
130   101 29
257   206 51
54   41 13
118   83 35
446   557 -111
381   445 -64
108   111 -3
116   111 5
1,073   993 80
270   272 -2
809   745 64
323   248 75
963   745 218
330   289 41
392   289 103
221   145 76
724   670 54
494   335 159
191   174 17
195   174 21
295   277 18
341   277 64
119   92 27
1,704   1,630 74
3,693   3,313 380
3,031   2,553 478
14,113   9,995 4,118
1,197   815 382
753   713 40
2,089   1,854 235
4,066   3,280 786
601   555 46
130   117 13
519   370 149
159   93 66
156   93 63
294   281 13
328   281 47
169   141 28
362   343 19
174   171 3
157   152 5
38   40 -2
87   80 7
42   35 7
115   70 45
428   366 62
676   550 126
208   183 25
1,896   1,466 430
237   183 54
79   75 4
1,019   1,031 -12
612   619 -7
723   634 89
482   420 62
723   619 104
239   206 33
555   412 143
507   463 44
56   57 -1
391   360 31
62   51 11
125   103 22
604   573 31
136   120 16
611   430 181
276   143 133
164   144 20
74   72 2
339   295 44
270   197 73
160   98 62
479   384 95
1,056   767 289
494   384 110
817   384 433
9   11 -2
18   23 -5
3   3  
30   35 -5
13   14 -1
469   461 8
362   230 132
373   230 143
559   531 28
728   531 197
290   177 113
296   286 10
315   286 29
121   95 26
577   506 71
620   379 241
925   632 293
186   126 60
1,752   1,265 487
176   126 50
525   379 146
220   219 1
218   219 -1
606   656 -50
665   700 -35
42   41 1
418   451 -33
159   127 32
478   339 139
1,086   903 183
126   113 13
6,222   6,225 -3
729   578 151
686   578 108
838   770 68
248   193 55
237   242 -5
1,090   1,088 2
861   714 147
1,774   1,309 465
185   179 6
554   357 197
1,887   1,190 697
565   357 208
247   119 128
384   416 -32
525   416 109
2,260   3,329 -1,069
583   600 -17
93   75 18
748   533 215
76   67 9
148   133 15
1,232   1,399 -167
151   146 5
48   47 1
145   109 36
56   36 20
378   338 40
199   169 30
223   169 54
314   348 -34
336   336  
409   425 -16
195   225 -30
1,319   1,746 -427
78   81 -3
3,939   3,907 32
1,587   1,376 211
5,017   4,210 807
640   643 -3
814   813 1
5,641   5,599 42
649   630 19
861   872 -11
479   438 41
55   60 -5
329   329  
113   110 3
800   781 19
607   586 21
796   781 15
1,140   976 164
238   195 43
25   20 5
272   201 71
245   241 4
152   121 31
171   121 50
140   145 -5
504   441 63
121   119 2
363   265 98
145   88 57
151   88 63
301   280 21
53   44 9
317   210 107
553   470 83
140   134 6
173   134 39
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      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
      26
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       87
b       13
c       187
d       246
e       26
      -3
      28
      17
      46
      13
      29
      -13
      53
      20
      64
      346
      227
      57
      87
      32
      243
      -39
      -242
      -279
      -12
      -10
      -86
      117
      154
      101
      1
      -19
      -22
      14
      50
      163
      34
      2
      6
      9
      39
      154
      -8
      47
      76
      36
      74
      149
      231
      689
      68
      11
      114
      -19
      -104
      -37
      -2
      -7
      493
      122
      172
      20
      54
      148
      9
      67
      50
      -49
      -99
       
      6
      8
      3
      5
      61
      25
      40
      48
      -4
      30
      9
      18
      36
       
      74
      18
      38
      11
      68
      47
      -12
      53
      135
      195
      6
      22
      117
      -10
      7
      9
      47
      25
      23
      -10
      12
      9
      39
      31
      17
      26
      13
      2
      29
      51
      13
      35
      -111
      -64
      -3
      5
      80
      -2
      64
      75
      218
      41
      103
      76
      54
      159
      17
      21
      18
      64
      27
      74
      380
      478
      4,118
      382
      40
      235
      786
      46
      13
      149
      66
      63
      13
      47
      28
      19
      3
      5
      -2
      7
      7
      45
      62
      126
      25
      430
      54
      4
      -12
      -7
      89
      62
      104
      33
      143
      44
      -1
      31
      11
      22
      31
      16
      181
      133
      20
      2
      44
      73
      62
      95
      289
      110
      433
      -2
      -5
       
      -5
      -1
      8
      132
      143
      28
      197
      113
      10
      29
      26
      71
      241
      293
      60
      487
      50
      146
      1
      -1
      -50
      -35
      1
      -33
      32
      139
      183
      13
      -3
      151
      108
      68
      55
      -5
      2
      147
      465
      6
      197
      697
      208
      128
      -32
      109
      -1,069
      -17
      18
      215
      9
      15
      -167
      5
      1
      36
      20
      40
      30
      54
      -34
       
      -16
      -30
      -427
      -3
      32
      211
      807
      -3
      1
      42
      19
      -11
      41
      -5
       
      3
      19
      21
      15
      164
      43
      5
      71
      4
      31
      50
      -5
      63
      2
      98
      57
      63
      21
      9
      107
      83
      6
      39
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 21,648
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................................ 1 340
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........................... 3 340
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- ..... 5 340
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,940
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 3,940
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,600
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet340 RefundedBullet 11 3,260
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)
    bulletFL
    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 ofbulletBANK OF AMERICA NA Telephone no.bullet (877) 446-1410

    Located atbullet9000 SOUTHSIDE BLVD BLDG 400 FL9-4JACKSONVILLEFL ZIP+4bullet322560787
    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
    BANK OF AMERICA N A TRUSTEE
    01     		14,259    
    9000 SOUTHSIDE BLVD BLDG 400 FL9-4
    JACKSONVILLE,FL322560787
    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
    556,093
    b
    Average of monthly cash balances.......................
    1b
    9,895
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    565,988
    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
    565,988
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    8,490
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    557,498
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    27,875
    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
    27,875
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    340
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    340
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    27,535
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    27,535
    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
    27,535
    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
    24,354
    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
    24,354
    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
    24,354
    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 27,535
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,634
    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$ 24,354
    a Applied to 2019, but not more than line 2a 1,634
    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..... 22,720
    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 ..........     		4,815
    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).)
    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 CANCER SOCIETY FLORIDA DIVISION
    NAT'L OFFICE PROBATE & TR MGMT
    P O BOX 720366E
    OKLAHOMA CITY,OK73162     		N/A PC UNRESTRICTED GENERAL 3,630
    FLORIDA SHERIFFS' YOUTH RANCHES
    ATTN WAYNE WALDEN
    PO BOX 2000
    BOYS RANCH,FL320640000     		N/A PC UNRESTRICTED GENERAL 7,260
    THE SALVATION ARMY
    340 14TH AVENUE S
    ST PETERSBURG,FL337015522     		N/A PC UNRESTRICTED GENERAL 3,630
    ST ANTHONY'S HOSPITAL
    ATTN FOUNDATION
    1200 7TH AVENUE N
    ST PETERSBURG,FL337051300     		N/A PC UNRESTRICTED GENERAL 3,630
    Total .................................bullet 3a 18,150
    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 12,333  
    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 21,648  
    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)..   33,981  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    33,981
    (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:
    WIACHESLAV A OBNOVLENSKI-THOMPSON TRUST
    EIN:
    59-6596826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE - BOA 1,250 750   500

    TY 2020 GeneralExplanationAttachment
    Name:
    WIACHESLAV A OBNOVLENSKI-THOMPSON TRUST
    EIN:
    59-6596826
    Identifier Return Reference Explanation
    FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WIACHESLAV A OBNOVLENSKI-THOMPSON TRUST
    EIN:
    59-6596826
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED 175,200 250,938
    464287226 ISHARES CORE US AGGR 130,821 128,943
    464287499 ISHARES RUSSELL MID- 104,565 157,600
    464287655 ISHARES RUSSELL 2000 59,203 91,498
    46435U853 ISHARES BROAD USD HI 7,873 8,431
    78468R663 SPDR BLOOMBERG BARCL 25,633 25,606
    921943858 VANGUARD FTSE DEVELO 107,433 138,547
    92203J407 VANGUARD TOTAL INTL 8,596 8,585
    922042858 VANGUARD FTSE EMERGI 44,768 49,462

    TY 2020 OtherIncreasesSchedule
    Name:
    WIACHESLAV A OBNOVLENSKI-THOMPSON TRUST
    EIN:
    59-6596826
    Description Amount
    ROUNDING 4


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WIACHESLAV A OBNOVLENSKI-THOMPSON TRUST
    EIN:
    59-6596826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 3 3    


    TY 2020 TaxesSchedule
    Name:
    WIACHESLAV A OBNOVLENSKI-THOMPSON TRUST
    EIN:
    59-6596826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 8 8   0
    EXCISE TAX - PRIOR YEAR 3,796 0   0
    EXCISE TAX ESTIMATES 3,940 0   0
    FOREIGN TAXES ON QUALIFIED FOR 132 132   0
    FOREIGN TAXES ON NONQUALIFIED 51 51   0