Forrest Long And Jane Long Char Fdn — Form 990PF, tax year 2020

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- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

Name of foundation
FORREST LONG AND JANE LONG CHAR FDN

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2907 - MC 100-01-02-50
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
WILSON, NC278942907

A Employer identification number

35-7217890

B Telephone number (see instructions)

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$6,154,393J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	232,014
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	102,942		102,940
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,226,855
b	Gross sales price for all assets on line 6a 3,662,191
7	Capital gain net income (from Part IV, line 2)...			1,226,855
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).......		721
12	Total. Add lines 1 through 11........	1,562,532		1,329,795
13	Compensation of officers, directors, trustees, etc.	33,975		16,987		16,987
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).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		162	162		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).......		10	10
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	34,147		17,159	0	16,987
25	Contributions, gifts, grants paid.......	254,000				254,000
26	Total expenses and disbursements. Add lines 24 and 25	288,147		17,159	0	270,987
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,274,385
b	Net investment income (if negative, enter -0-)			1,312,636
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	30,471	180,851	180,851
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	818,600
	b	Investments—corporate stock (attach schedule).......	2,523,073	1,301,975	1,908,917
	c	Investments—corporate bonds (attach schedule).......		899,701	934,167
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........		2,072,644	3,130,458
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,372,144	4,455,171	6,154,393
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	3,372,144	4,455,171
	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).....	3,372,144	4,455,171
	30	Total liabilities and net assets/fund balances (see instructions).	3,372,144	4,455,171

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

3,372,144

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

1,274,385

Other increases not included in line 2 (itemize) bullet

149

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

4,646,678

Decreases not included in line 2 (itemize) bullet

191,507

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

4,455,171

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	20. AMERICAN EXPRESS COMPANY		2019-08-06	2020-01-07
b	180. PROCTOR AND GAMBLE COMPANY		2000-07-03	2020-01-07
c	5. ALCON INC		2019-08-06	2020-01-07
d	505. CHEMED CORP COMMON		2019-01-10	2020-01-15
e	1370. ISHARES CORE MSCI EMERGING MKTS ETF		2019-05-21	2020-01-31
	1250. ISHARES CORE MSCI EMERGING MKTS ETF		2019-01-16	2020-01-31
	60. ALIBABA GROUP HLDG LTD		2019-08-06	2020-02-07
	55. YUM CHINA HOLDINGS INC		2019-08-06	2020-02-07
	30. APPLE COMPUTER CORPORATION COMMON		2008-12-23	2020-02-21
	11321.897 BLACKROCK STRAT INC OPP-K		2019-10-16	2020-04-07
	.396 RAYTHEON TECHNOLOGIES CORP		2005-07-12	2020-04-10
	2921. ISHARES RUSSELL MIDCAP VALUE INDEX			2020-04-17
	195. COCA COLA COMPANY			2020-04-22
	900. DANONE SPONS ADR			2020-04-22
	200. PHILLIPS 66			2020-04-22
	285. PROCTOR AND GAMBLE COMPANY		2000-07-03	2020-04-22
	200. SOUTHERN COMPANY		1978-03-29	2020-04-22
	825000. US TREASURY BILL DTD 05/23/2019 0% 05/21		2019-11-19	2020-05-21
	60. AMGEN INCORPORATED			2020-05-26
	21977.8 BLACKROCK STRAT INC OPP-K		2019-10-16	2020-06-11
	200. ISHARES RUSSELL 2000 VALUE INDEX FD		2005-05-04	2020-10-02
	400. ISHARES RUSSELL 2000 GROWTH INDEX			2020-10-02
	1500. ISHARES BARCLAYS 1-3 YR TREASURY BD		2020-05-27	2020-12-07
	2137. AT&T INC			2020-12-10
	2352. BANK OF AMER CORP COMMON			2020-12-10
	2923. ISHARES TR RUSSELL 1000 VALUE INDEX FUND			2020-12-10
	320. JOHNSON & JOHNSON			2020-12-10
	1000. LINCOLN NATL CORP IND			2020-12-10
	145. LOCKHEED MARTIN CORP		2003-01-22	2020-12-10
	365. PEPSICO INCORPORATED			2020-12-10
	630. RAYTHEON TECHNOLOGIES CORP		2005-07-12	2020-12-10
	350. VERIZON COMMUNICATIONS INC		2011-01-24	2020-12-10
	2000. ISHARES BARCLAYS 1-3 YR TREASURY BD		2020-05-27	2020-12-14
	390. L3 HARRIS TECHNOLOGIES INC		1999-12-30	2020-12-14
	850. MONDELEZ INTERNATIONAL INC CL A			2020-12-14
	500. SCHWAB CHARLES CORP NEW		1987-09-22	2020-12-14
	455. WAL MART STORES INCORPORATED			2020-12-14
	800. INTEL CORPORATION		1997-06-02	2020-12-21
	2000. ISHARES TR RUSSELL 1000 VALUE INDEX FUND			2020-12-21
	500. ISHARES RUSSELL 2000 VALUE INDEX FD			2020-12-24
	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

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,476	2,423	53
b	22,086	5,033	17,053
c	287	292	-5
d	235,841	141,014	94,827
e	69,060	66,938	2,122
	63,011	62,047	964
	12,928	9,433	3,495
	2,349	2,433	-84
	9,513	370	9,143
	105,860	112,200	-6,340
	25	7	18
	203,613	89,248	114,365
	8,928	10,875	-1,947
	12,073	14,517	-2,444
	11,662	1,951	9,711
	34,180	7,969	26,211
	11,496	1,057	10,439
	818,600	818,600
	13,345	12,846	499
	215,822	217,800	-1,978
	20,377	11,949	8,428
	89,667	74,225	15,442
	129,530	129,953	-423
	65,439	64,436	1,003
	67,771	5,778	61,993
	395,794	187,819	207,975
	48,661	8,810	39,851
	52,454	410	52,044
	51,593	7,570	44,023
	52,809	14,528	38,281
	45,834	10,701	35,133
	21,154	12,278	8,876
	172,796	173,271	-475
	74,972	5,166	69,806
	49,025	11,065	37,960
	25,497	181	25,316
	66,881	6,008	60,873
	36,603	15,469	21,134
	268,265	92,533	175,732
	65,892	26,133	39,759
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022
			8,022

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			53
b			17,053
c			-5
d			94,827
e			2,122
			964
			3,495
			-84
			9,143
			-6,340
			18
			114,365
			-1,947
			-2,444
			9,711
			26,211
			10,439

			499
			-1,978
			8,428
			15,442
			-423
			1,003
			61,993
			207,975
			39,851
			52,044
			44,023
			38,281
			35,133
			8,876
			-475
			69,806
			37,960
			25,316
			60,873
			21,134
			175,732
			39,759

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,226,855
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

Reserved...........................

Reserved,..........................

Form 990-PF (2020)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	18,246
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	18,246
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	18,246
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	4,596
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	21,751
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	26,347
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	41
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	8,060
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax4,562	Refunded	11	3,498

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

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

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. Click to see attachment

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

Yes

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

BRANCH BANKING AND TRUST COMPANY Telephone no. bullet

(864) 282-3174

Located at bullet

2 W WASHINGTON ST STE 800GREENVLLESC ZIP+4 bullet

296014897

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?...............YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).......YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2020?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2020, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2020?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2020.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

Part VIII

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

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
BRANCH BANKING AND TRUST COMPANY	TRUSTEE 1	33,975
2 W WASHINGTON ST STE 800 GREENVILLE,SC296014897	TRUSTEE 1	33,975
FORREST B LONG	TRUSTEE 1	0
PO BOX 3763 GREENVILLE,SC29608	TRUSTEE 1	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2020)

Page 7

Part VIII

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

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

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

Part IX-A

Summary of Direct Charitable Activities

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


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,441,557

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

129,476

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

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

5,571,033

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

5,571,033

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

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

83,565

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

5,487,468

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

274,373

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part X, line 6....................

274,373

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

18,246

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

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

18,246

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

256,127

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

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

256,127

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

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

256,127

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

270,987

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

270,987

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b. See instructions.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

270,987

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2020)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7					256,127
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				253,628
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: $ 270,987
a Applied to 2019, but not more than line 2a				253,628
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.....					17,359
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 ..........					238,768
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)

Page 10

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

FORREST B LONG

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

TRISTA SHIGLEY
2 W WASHINGTON ST STE 800
GREENVILLE,SC296014897
(864) 282-3174

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

WRITTEN REQUEST

cAny submission deadlines:

NONE

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

RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES, DIRECTLY OR BY CONTRIBUTION TO ORGANIZATIONS AUTHORIZED TO CARRY ON RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES.

Form 990-PF (2020)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
WOFFORD COLLEGE TERRIER CLUB 429 N CHURCH ST SPARTANBURG,SC29303	NONE	EXEMPT	GENERAL FUNDS	5,000
THE BOLLES SCHOOL 7400 SAN JOSE BLVD Jacksonville,FL32217	NONE	PC	GENERAL	5,000
HILLSDALE COLLEGE 33 E COLLEGE ST Hillsdale,MI49242	NONE	PC	GENERAL	25,000
UNITED SERVICE ORGANIZATION (USO) PO BOX 96860 WASHINGTON,DC20077	NONE	PC	GENERAL	25,000
CROSSMORE SCHOOL & CHILDREN'S HOME 100 D A R DR CROSSNORE,NC28616	NONE	PC	GENERAL	10,000
MIRACLE HILL MINISTRIES PO BOX 2546 GREENVILLE,SC29602	NONE	PC	GENERAL	10,000
AMERICAN RED CROSS PO BOX 37839 BOONE,IN50037	NONE	PC	GENERAL	10,000
SIGMA NU EDUCATIONAL FOUNDATION PO BOX 1869 LEXINGTON,VA24450	NONE	PC	GENERAL	5,000
WARRIOR CANINE CONNECTION 14934 SCHAEFFER ROAD BOYDS,MA20841	NONE	PC	GENERAL	5,000
LEES MACRAE COLLEGE PO BOX 128 BANNER ELK,NC28604	NONE	PC	GENERAL	1,000
ST JUDE CHILDRENS RESEARCH CENTER 262 DANNY THOMAS PLACE MEMPHIS,TN38105	NONE	PC	GENERAL	76,000
SHRINERS HOSPITAL FOR CHILDREN 950 FARIS ROAD GREENVILLE,SC29605	NONE	PC	GENERAL	76,000
MARINE TOYS FOR TOTS FOUNDATION 18251 QUANTICO GATEWAY DR TRIANGLE,VA22172	NONE	PC	GENERAL	1,000
Total ................................. 3a				254,000

bApproved for future payment

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

Form 990-PF (2020)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities....			14	102,942
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	1,226,855
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aFEDERAL TAX REFUND			1	721
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				1,330,518

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

1,330,518

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2020)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Name of the organization

FORREST LONG AND JANE LONG CHAR FDN

Employer identification number

35-7217890

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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 FORREST LONG AND JANE LONG CHAR FDN

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	FORREST B LONG PO BOX 3763 GREENVILLE, SC29608	$ 232,014	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (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 FORREST LONG AND JANE LONG CHAR FDN		Employer identification number 35-7217890

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
1	VARIOUS SECURITIES	$ 232,014	2020-11-27
(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 FORREST LONG AND JANE LONG CHAR FDN			Employer identification number 35-7217890
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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:

- TIN:

TY 2020 InvestmentsCorpBondsSchedule

Name:

FORREST LONG AND JANE LONG CHAR FDN

EIN:

35-7217890

Name of Bond	End of Year Book Value	End of Year Fair Market Value
256210105 DODGE & COX INCOME F	899,701	934,167

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

FORREST LONG AND JANE LONG CHAR FDN

EIN:

35-7217890

Name of Stock	End of Year Book Value	End of Year Fair Market Value
00724F101 ADOBE SYSTEM INC COM	34,027	36,009
02079K107 ALPHABET INC -CL C C	13,011	17,519
02079K305 ALPHABET INC -CL A C	13,025	17,526
023135106 AMAZON.COM INC COMMO	33,695	48,854
03076C106 AMERIPRISE FINANCIAL	20,924	21,182
031162100 AMGEN INC COMMON	23,520	23,682
03662Q105 ANSYS INC COMMON	31,505	34,561
037833100 APPLE INC COMMON	3,631	158,166
052769106 AUTODESK INC COMMON	20,702	33,587
053015103 AUTOMATIC DATA PROCE	7,838	7,929
05561Q201 BOK FINANCIAL CORP C	6,648	6,506
060505104 BANK OF AMERICA CORP	479	11,457
097023105 THE BOEING COMPANY C	20,440	32,109
127097103 CABOT OIL AND GAS	16,843	15,613
14040H105 CAPITAL ONE FINANCIA	12,504	13,048
156782104 CERNER CORP COMMON	15,623	16,481
17275R102 CISCO SYSTEMS INC CO	12,046	10,964
191216100 THE COCA-COLA CO COM	20,886	21,552
194162103 COLGATE PALMOLIVE CO	8,123	9,834
200525103 COMMERCE BANCSHARES,	11,663	12,155
22052L104 CORTEVA INC COMMON	21,609	21,606
229899109 CULLEN/FROST BANKERS	8,332	8,374
235851102 DANAHER CORP COMMON	40,698	40,429
244199105 DEERE & COMPANY COMM	11,498	104,930
254687106 THE WALT DISNEY COMP	13,326	19,930
27579R104 EAST WEST BANCORP IN	10,865	11,511
28414H103 ELANCO ANIMAL HEALTH	18,429	19,567
29472R108 EQUITY LIFESTYLES PR	9,149	9,821
302130109 EXPEDITORS INTL WASH	12,070	15,218
30303M102 FACEBOOK INC-A COMMO	29,418	38,242
303075105 FACTSET RESEARCH SYS	8,749	9,975
369550108 GENERAL DYNAMICS COM	14,148	13,989
452327109 ILLUMINA INC COM	12,491	14,800
46120E602 INTUITIVE SURGICAL I	5,111	8,181
46625H100 JPMORGAN CHASE & CO	19,197	20,331
526057104 LENNAR CORP COMMON	23,256	24,470
573284106 MARTIN MARIETTA MATE	19,156	20,446
58933Y105 MERCK & CO INC COMMO	15,803	49,898
594918104 MICROSOFT CORP COMMO	43,509	194,840
595017104 MICROCHIP TECHNOLOGY	26,012	25,550
61174X109 MONSTER BEVERAGE COR	16,750	23,120
67066G104 NVIDIA CORP COMMON	16,034	31,332
68389X105 ORACLE CORP COMMON	21,136	25,553
688239201 OSHKOSH TRUCK B CL B	19,100	19,366
693475105 PNC FINANCIAL SERVIC	16,741	17,433
701094104 PARKER HANNIFIN CORP	22,948	22,882
70450Y103 PAYPAL HOLDINGS INC	18,500	20,141
718546104 PHILLIPS 66 COMMON	10,447	10,351
723787107 PIONEER NATURAL RESO	8,372	8,086
742718109 PROCTER & GAMBLE CO	20,750	21,288
747525103 QUALCOMM INC COMMON	35,827	44,483
749685103 RPM INC COMMON	20,847	21,878
75886F107 REGENERON PHARMACUET	16,410	16,909
784117103 SEI INVESTMENTS COMP	9,072	9,195
79466L302 SALESFORCE.COM INC I	17,196	24,478
855244109 STARBUCKS CORP COMMO	12,073	13,907
866674104 SUN CMNTYS INC COM	8,947	9,725
90184L102 TWITTER INC COMMON	19,299	20,415
902494103 TYSON FOODS INC INC.	13,331	12,372
92220P105 VARIAN MED SYS INC C	3,441	5,250
92826C839 VISA INC CLASS A SHA	32,298	38,278
931427108 WALGREENS BOOTS ALLI	8,292	7,936
98138H101 WORKDAY INC COMMON	7,309	11,981
98419M100 XYLEM INC COMMON	19,894	20,765
988498101 YUM! BRANDS INC COMM	7,805	8,142
98850P109 YUM CHINA HOLDINGS I	4,865	5,709
01609W102 ALIBABA GROUP HOLDIN	42,078	46,546
606822104 MITSUBISHI UJF FINAN	9,178	9,556
66987V109 NOVARTIS A G ADR	10,777	10,859
670100205 NOVO-NORDISK A S ADR	5,108	7,334
771195104 ROCHE HOLDING LTD AD	14,596	16,604
806857108 SCHLUMBERGER LTD COM	7,888	4,475
835699307 SONY CORPORATION AME	23,391	25,174
G0176J109 ALLEGION PUB LTD CO	19,255	20,367
G51502105 JOHNSON CONTROLS INT	18,732	19,195
G5960L103 MEDTRONIC PLC COMMON	21,552	22,374
H01301128 ALCON INC	18,308	18,804
H1467J104 CHUBB LIMITED PROSPE	13,354	13,391
H84989104 TE CONNECTIVITY LTD	115	2,421

- TIN:

TY 2020 InvestmentsOtherSchedule2

Name:

FORREST LONG AND JANE LONG CHAR FDN

EIN:

35-7217890

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
00143W859 INVESCO OPPENHEIMER	AT COST	50,000	58,530
464287465 ISHARES MSCI EAFE IN	AT COST	143,591	145,920
464287473 ISHARES RUSSELL MIDC	AT COST	94	61,570
464287481 ISHARES RUSSELL MIDC	AT COST	25,151	251,698
464287614 ISHARES RUSSELL 1000	AT COST	185,738	626,964
464287630 ISHARES RUSSELL 2000	AT COST	39,534	132,541
464287648 ISHARES RUSSELL 2000	AT COST	33,129	176,321
46434G103 ISHARES CORE MSCI EM	AT COST	42,270	43,428
78462F103 SPDR S&P ETF TRUST	AT COST	516,197	586,992
464287457 ISHARES BARCLAYS 1-3	AT COST	1,036,940	1,046,494

- TIN:

TY 2020 OtherDecreasesSchedule

Name:

FORREST LONG AND JANE LONG CHAR FDN

EIN:

35-7217890

Description	Amount
DIFF BETWEEN COST AND FMV ON DONATION	190,265
2020 TRANSACTIONS POSTED IN 2021	1,242

- TIN:

TY 2020 OtherExpensesSchedule

Name:

FORREST LONG AND JANE LONG CHAR FDN

EIN:

35-7217890

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE	10	10		0

- TIN:

TY 2020 OtherIncomeSchedule2

Name:

FORREST LONG AND JANE LONG CHAR FDN

EIN:

35-7217890

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
FEDERAL TAX REFUND	721	0

- TIN:

TY 2020 OtherIncreasesSchedule

Name:

FORREST LONG AND JANE LONG CHAR FDN

EIN:

35-7217890

Description	Amount
MUTUAL FUND EARNINGS	64
ROUNDING	1
2019 TRANSACTION POSTED IN 2020	84

- TIN:

TY 2020 SubstantialContributorsSch

Name:

FORREST LONG AND JANE LONG CHAR FDN

EIN:

35-7217890

Name	Address
FORREST B LONG	PO BOX 3763 GREENVILLE,SC29608

- TIN:

TY 2020 TaxesSchedule

Name:

FORREST LONG AND JANE LONG CHAR FDN

EIN:

35-7217890

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	162	162		0