Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 06-01-2020 , and ending 05-31-2021
Name of foundation
EMIL & RUTH GREEN FDN-JMG
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

20-1182602
B Telephone number (see instructions)

(609) 274-6834
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,098,103
J 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... 15,721 15,721  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 102,966
b Gross sales price for all assets on line 6a 340,491
7 Capital gain net income (from Part IV, line 2)... 102,966
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)....... 2,311    
12 Total. Add lines 1 through 11........ 120,998 118,687  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,271 5,059   10,213
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)... 7,970 231   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)....... 43 43    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,284 5,333 0 10,213
25 Contributions, gifts, grants paid....... 32,000 32,000
26 Total expenses and disbursements. Add lines 24 and 25 55,284 5,333 0 42,213
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 65,714
b Net investment income (if negative, enter -0-) 113,354
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............. 38 30 30
2 Savings and temporary cash investments......... 37,966 35,482 35,482
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)....... 443,219 Click to see attachment417,125 653,966
c Investments—corporate bonds (attach schedule)....... 289,941 Click to see attachment379,726 385,862
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 17,629 Click to see attachment22,209 22,763
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) 788,793 854,572 1,098,103
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........ 788,793 854,572
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)..... 788,793 854,572
30 Total liabilities and net assets/fund balances (see instructions). 788,793 854,572
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
788,793
2
Enter amount from Part I, line 27a .....................
2
65,714
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
395
4
Add lines 1, 2, and 3 ..........................
4
854,902
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
330
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
854,572
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 31. SONY CORP ADR AMERN SH NEW   2020-04-01 2020-06-03
b 4. SONY CORP ADR AMERN SH NEW   2019-07-26 2020-06-03
c 6. SONY CORP ADR AMERN SH NEW   2019-07-26 2020-06-03
d 2. SONY CORP ADR AMERN SH NEW   2020-02-19 2020-06-03
e 1. DOLLAR GENERAL CORP   2018-12-07 2020-06-05
1. DOLLAR GENERAL CORP   2018-11-30 2020-06-05
9. DOLLAR GENERAL CORP   2018-12-07 2020-06-05
9. FACEBOOK INC   2020-02-04 2020-06-08
2. DOLLAR GENERAL CORP   2018-12-07 2020-06-09
2. DOLLAR GENERAL CORP   2018-12-10 2020-06-09
1. DOLLAR GENERAL CORP   2018-12-10 2020-06-09
1. DOLLAR GENERAL CORP   2018-12-11 2020-06-09
4. ALIBABA GROUP HOLDING LT   2020-03-09 2020-06-15
4. ALIBABA GROUP HOLDING LT   2019-09-18 2020-06-15
8. DOLLAR GENERAL CORP   2018-12-11 2020-06-15
4. LABORATORY CORP AMER HLDGS   2018-05-16 2020-06-15
1. LABORATORY CORP AMER HLDGS   2018-05-16 2020-06-15
5. VERIZON COMMUNICATIONS INC   2019-05-16 2020-06-15
20. VERIZON COMMUNICATIONS INC   2019-05-20 2020-06-15
2. LABORATORY CORP AMER HLDGS   2018-05-17 2020-06-16
2. LABORATORY CORP AMER HLDGS   2018-07-12 2020-06-16
1. LABORATORY CORP AMER HLDGS   2018-05-17 2020-06-16
2. VERIZON COMMUNICATIONS INC   2019-05-20 2020-06-16
6. VERIZON COMMUNICATIONS INC   2019-05-30 2020-06-16
10. VERIZON COMMUNICATIONS INC   2019-05-30 2020-06-16
8. VERIZON COMMUNICATIONS INC   2019-05-20 2020-06-16
4. VERIZON COMMUNICATIONS INC   2019-06-14 2020-06-16
3. FACEBOOK INC   2020-02-04 2020-06-18
9. CITIGROUP INC   2015-07-14 2020-06-29
19. CITIGROUP INC   2020-04-01 2020-06-29
1. CITIGROUP INC   2020-02-19 2020-06-29
4. CITIGROUP INC   2015-06-15 2020-06-29
10. CITIGROUP INC   2012-06-15 2020-06-29
15. CITIGROUP INC   2012-06-18 2020-06-29
15. DR HORTON INC   2017-03-31 2020-06-29
15. VERIZON COMMUNICATIONS INC   2019-06-14 2020-06-29
7. VERIZON COMMUNICATIONS INC   2019-06-14 2020-06-29
9. DR HORTON INC   2017-03-31 2020-06-30
1. DR HORTON INC   2017-03-31 2020-06-30
12. MICROSOFT CORP COM   2016-01-20 2020-07-02
2. VERIZON COMMUNICATIONS INC   2019-07-30 2020-07-02
6. VERIZON COMMUNICATIONS INC   2019-07-22 2020-07-02
17. VERIZON COMMUNICATIONS INC   2019-07-22 2020-07-02
.77 KONINKLIJKE PHILIPS NV   2020-03-13 2020-07-09
1. VERIZON COMMUNICATIONS INC   2020-02-19 2020-07-10
21. VERIZON COMMUNICATIONS INC   2019-07-30 2020-07-10
9. VERIZON COMMUNICATIONS INC   2019-07-30 2020-07-10
61. COMCAST CORP   2012-10-04 2020-07-22
1. DR HORTON INC   2018-05-16 2020-07-23
1. DR HORTON INC   2018-05-16 2020-07-23
14. DR HORTON INC   2018-05-17 2020-07-23
12. DR HORTON INC   2018-05-17 2020-07-24
4. DR HORTON INC   2020-02-19 2020-07-24
15. DR HORTON INC   2018-05-17 2020-07-24
2. APPLE INC   2016-03-31 2020-07-27
9. APPLE INC   2016-03-31 2020-07-27
19. TAIWAN SEMICONDUCTOR ADR   2018-12-14 2020-07-27
9. TAIWAN SEMICONDUCTOR ADR   2018-10-31 2020-07-27
6. TAIWAN SEMICONDUCTOR ADR   2018-10-31 2020-07-27
2. FACEBOOK INC   2020-02-04 2020-08-11
4. FACEBOOK INC   2020-02-06 2020-08-11
3. FACEBOOK INC   2020-02-06 2020-08-11
14. TAIWAN SEMICONDUCTOR ADR   2018-12-14 2020-08-11
4. TAIWAN SEMICONDUCTOR ADR   2018-12-14 2020-08-11
47. VERIZON COMMUNICATIONS INC   2020-04-01 2020-08-11
3. VERIZON COMMUNICATIONS INC   2020-02-19 2020-08-11
1. LOWES COMPANIES INC COM   2017-09-18 2020-08-14
7. LOWES COMPANIES INC COM   2015-07-14 2020-08-14
2. LOWES COMPANIES INC COM   2017-09-18 2020-08-14
1. LOWES COMPANIES INC COM   2015-06-15 2020-08-14
4. LOWES COMPANIES INC COM   2013-06-21 2020-08-14
5. APPLE INC   2016-03-31 2020-08-18
3. LOWES COMPANIES INC COM   2017-09-18 2020-08-19
6. LOWES COMPANIES INC COM   2018-04-19 2020-08-19
2. BOOKING HLDGS INC   2020-04-01 2020-08-27
2. ALTRIA GROUP INC   2015-08-06 2020-09-01
11. ALTRIA GROUP INC   2017-09-05 2020-09-01
3. ALTRIA GROUP INC   2015-08-06 2020-09-01
15. ALTRIA GROUP INC   2015-08-05 2020-09-01
26. ALTRIA GROUP INC   2015-08-05 2020-09-01
8. APPLE INC   2016-03-31 2020-09-01
7. APPLE INC   2016-06-10 2020-09-01
4. ALTRIA GROUP INC   2017-09-05 2020-09-02
5. ALTRIA GROUP INC   2017-09-05 2020-09-02
6. APPLE INC   2016-06-10 2020-09-10
13. PFIZER INC   2017-04-11 2020-09-10
55. PFIZER INC   2017-04-11 2020-09-10
2. HUBBELL INC   2019-02-27 2020-09-18
2. HUBBELL INC   2019-02-22 2020-09-18
1. HUBBELL INC   2019-02-22 2020-09-18
13. WAL MART STORES INC   2017-08-17 2020-09-18
3. WAL MART STORES INC   2017-08-17 2020-09-18
3. HUBBELL INC   2019-02-28 2020-09-21
1. HUBBELL INC   2019-02-27 2020-09-21
1. HUBBELL INC   2019-02-28 2020-09-22
1. HUBBELL INC   2019-03-01 2020-09-22
1. HUBBELL INC   2019-03-01 2020-09-23
1. HUBBELL INC   2019-03-01 2020-09-23
1. HUBBELL INC   2019-03-04 2020-09-23
1. HUBBELL INC   2019-03-05 2020-09-23
32. AES CORP/VA   2018-10-02 2020-09-24
22. AES CORP/VA   2018-09-25 2020-09-24
4000. WALMART INC   2018-08-23 2020-09-24
4000. WALMART INC   2018-08-23 2020-09-24
4000. WALMART INC   2020-02-26 2020-09-24
5. AES CORP/VA   2018-10-03 2020-09-25
20. AES CORP/VA   2018-10-02 2020-09-25
22. AES CORP/VA   2018-10-02 2020-09-25
6. AES CORP/VA   2018-10-03 2020-09-28
11. AES CORP/VA   2018-10-03 2020-09-28
36. AES CORP/VA   2019-05-13 2020-09-28
11. AES CORP/VA   2019-05-14 2020-09-29
6. AES CORP/VA   2019-05-13 2020-09-29
15. AES CORP/VA   2019-05-13 2020-09-29
1. HUBBELL INC   2019-03-05 2020-10-02
2. HUBBELL INC   2019-03-06 2020-10-02
12.49 KONINKLIJKE PHILIPS NV   2020-03-13 2020-10-02
12.24 KONINKLIJKE PHILIPS NV   2020-03-16 2020-10-02
22.27 KONINKLIJKE PHILIPS NV   2020-04-22 2020-10-02
1. HUBBELL INC   2019-03-06 2020-10-05
3. HUBBELL INC   2019-03-07 2020-10-05
1. HUBBELL INC   2019-03-07 2020-10-06
2. HUBBELL INC   2019-03-07 2020-10-06
1. MORGAN STANLEY   2020-10-06 2020-10-06
18. AES CORP/VA   2019-05-14 2020-10-14
6. AES CORP/VA   2019-05-14 2020-10-14
3. PFIZER INC   2017-04-11 2020-10-14
43. PFIZER INC   2017-04-12 2020-10-14
45. AES CORP/VA   2020-04-01 2020-10-15
5. AES CORP/VA   2020-02-19 2020-10-15
4. AES CORP/VA   2019-05-14 2020-10-15
20. US BANCORP DEL   2013-01-14 2020-10-15
22. US BANCORP DEL   2013-01-14 2020-10-15
51. AES CORP/VA   2020-04-01 2020-10-16
6. US BANCORP DEL   2015-05-07 2020-10-16
2. US BANCORP DEL   2013-01-14 2020-10-16
.2 VONTIER CORP   2020-10-15 2020-10-16
65. AES CORP/VA   2020-04-01 2020-10-19
1. HUBBELL INC   2019-03-08 2020-10-23
1. HUBBELL INC   2019-04-15 2020-10-23
1. HUBBELL INC   2019-04-15 2020-10-26
1. HUBBELL INC   2019-04-16 2020-10-26
1. HUBBELL INC   2019-04-17 2020-10-26
1. HUBBELL INC   2019-04-16 2020-10-26
1. HUBBELL INC   2019-04-18 2020-10-27
1. HUBBELL INC   2019-04-17 2020-10-27
2. HUBBELL INC   2019-04-17 2020-10-27
4. PFIZER INC   2017-04-12 2020-10-27
9. PFIZER INC   2017-05-31 2020-10-27
22. PFIZER INC   2017-04-12 2020-10-27
11. ALTRIA GROUP INC   2018-03-20 2020-11-02
19. ALTRIA GROUP INC   2019-03-05 2020-11-02
1. ALTRIA GROUP INC   2017-09-05 2020-11-02
7. ALTRIA GROUP INC   2019-03-05 2020-11-02
8. ALTRIA GROUP INC   2018-03-20 2020-11-02
3. ALTRIA GROUP INC   2019-10-29 2020-11-02
3. ALTRIA GROUP INC   2019-10-29 2020-11-02
15. ALTRIA GROUP INC   2019-10-29 2020-11-03
2. ALTRIA GROUP INC   2020-02-19 2020-11-03
6. ALTRIA GROUP INC   2020-03-10 2020-11-03
2. BIOGEN IDEC INC   2016-12-13 2020-11-03
3. BIOGEN IDEC INC   2016-12-13 2020-11-03
1. BIOGEN IDEC INC   2017-02-21 2020-11-03
7. QUANTA SERVICES INC   2020-04-01 2020-11-03
2. BIOGEN IDEC INC   2017-02-21 2020-11-04
5. BIOGEN IDEC INC   2017-02-21 2020-11-04
41. QUANTA SERVICES INC   2020-04-01 2020-11-04
10. QUANTA SERVICES INC   2020-04-01 2020-11-05
1. HUBBELL INC   2020-02-19 2020-11-12
1. HUBBELL INC   2020-04-01 2020-11-12
1. HUBBELL INC   2019-04-18 2020-11-12
5. HUBBELL INC   2020-04-01 2020-11-13
13. PFIZER INC   2017-05-31 2020-11-13
20. PFIZER INC   2017-05-31 2020-11-13
13. PFIZER INC   2017-06-21 2020-11-13
19. PFIZER INC   2018-02-06 2020-11-13
4. PFIZER INC   2020-02-19 2020-11-13
11. PFIZER INC   2020-04-01 2020-11-13
6. HUBBELL INC   2020-04-01 2020-11-16
89. PFIZER INC   2020-04-01 2020-11-16
5. HUBBELL INC   2020-04-01 2020-11-17
3000. U.S. TREASURY BOND   2020-02-26 2020-11-24
1000. U.S. TREASURY BOND   2018-04-26 2020-11-24
2000. U.S. TREASURY BOND   2013-07-24 2020-11-24
1000. U.S. TREASURY BOND   2013-06-13 2020-11-24
1000. U.S. TREASURY BOND   2011-01-06 2020-11-24
1000. U.S. TREASURY BOND   2009-06-24 2020-11-24
1000. U.S. TREASURY NOTE   2019-04-12 2020-11-24
2000. U.S. TREASURY NOTE   2019-04-12 2020-11-24
44. ALTRIA GROUP INC   2020-03-10 2020-12-01
28. APPLE INC   2016-06-10 2020-12-01
5. DOLLAR GENERAL CORP   2019-01-08 2020-12-01
4. DOLLAR GENERAL CORP   2018-12-11 2020-12-01
20. US BANCORP DEL   2020-04-01 2020-12-01
2. US BANCORP DEL   2020-02-19 2020-12-01
9. US BANCORP DEL   2015-07-14 2020-12-01
6. US BANCORP DEL   2015-06-15 2020-12-01
25. US BANCORP DEL   2020-04-01 2020-12-08
22. US BANCORP DEL   2020-04-01 2020-12-09
37. ALTRIA GROUP INC   2020-03-10 2020-12-14
9. QUANTA SERVICES INC   2020-04-01 2020-12-14
.95 TRUIST FINL CORP   2017-09-11 2020-12-14
23.31 TRUIST FINL CORP   2016-06-27 2020-12-14
9.07 TRUIST FINL CORP   2016-06-27 2020-12-14
14.68 TRUIST FINL CORP   2016-06-24 2020-12-14
13. QUANTA SERVICES INC   2020-04-01 2020-12-15
1.64 TRUIST FINL CORP   2017-09-11 2020-12-15
.36 TRUIST FINL CORP   2017-09-11 2020-12-15
9. ALTRIA GROUP INC   2020-03-10 2021-01-05
50. ALTRIA GROUP INC   2020-04-22 2021-01-05
1. DOLLAR GENERAL CORP   2020-04-01 2021-01-05
2. DOLLAR GENERAL CORP   2019-04-05 2021-01-05
2. DOLLAR GENERAL CORP   2019-01-08 2021-01-05
1. DOLLAR GENERAL CORP   2019-01-08 2021-01-05
1. DOLLAR GENERAL CORP   2019-01-09 2021-01-05
1. DOLLAR GENERAL CORP   2020-02-19 2021-01-05
1.2 VONTIER CORP   2017-08-01 2021-01-05
2. VONTIER CORP   2017-08-01 2021-01-05
2. VONTIER CORP   2019-08-02 2021-01-05
4.4 VONTIER CORP   2019-08-02 2021-01-05
.4 VONTIER CORP   2019-08-05 2021-01-05
.2 VONTIER CORP   2019-08-05 2021-01-05
.4 VONTIER CORP   2018-05-16 2021-01-05
.4 VONTIER CORP   2018-05-16 2021-01-05
4. VONTIER CORP   2018-05-17 2021-01-05
1.6 VONTIER CORP   2018-05-17 2021-01-05
.4 VONTIER CORP   2017-11-21 2021-01-05
.8 VONTIER CORP   2017-11-22 2021-01-05
.4 VONTIER CORP   2017-11-27 2021-01-05
1.6 VONTIER CORP   2017-07-31 2021-01-05
3.2 VONTIER CORP   2017-07-31 2021-01-05
9.2 VONTIER CORP   2020-04-01 2021-01-06
.6 VONTIER CORP   2019-08-05 2021-01-06
3.2 VONTIER CORP   2019-12-17 2021-01-06
.8 VONTIER CORP   2019-12-17 2021-01-06
5.6 VONTIER CORP   2019-09-18 2021-01-06
2. VONTIER CORP   2019-09-18 2021-01-06
.4 VONTIER CORP   2019-12-18 2021-01-06
.4 VONTIER CORP   2019-12-18 2021-01-06
.8 VONTIER CORP   2020-02-19 2021-01-06
5. VONTIER CORP   2020-04-01 2021-01-07
3. REINSURANCE GROUP OF AMERICA INC   2020-10-14 2021-01-11
2. REINSURANCE GROUP OF AMERICA INC   2020-10-15 2021-01-11
12. NXP SEMICONDUCTORS N.V.   2020-06-15 2021-01-11
1. RAYMOND JAMES FINANCIAL INC   2020-02-19 2021-01-12
3. RAYMOND JAMES FINANCIAL INC   2020-02-20 2021-01-12
13. RAYMOND JAMES FINANCIAL INC   2020-02-26 2021-01-12
8. RAYMOND JAMES FINANCIAL INC   2020-01-30 2021-01-12
10. RAYMOND JAMES FINANCIAL INC   2020-01-31 2021-01-12
4. RAYMOND JAMES FINANCIAL INC   2020-01-31 2021-01-12
1. REINSURANCE GROUP OF AMERICA INC   2020-10-15 2021-01-12
5. REINSURANCE GROUP OF AMERICA INC   2020-10-16 2021-01-12
1. REINSURANCE GROUP OF AMERICA INC   2020-10-19 2021-01-12
3. REINSURANCE GROUP OF AMERICA INC   2020-10-19 2021-01-13
1. REINSURANCE GROUP OF AMERICA INC   2020-10-20 2021-01-13
19. APPLE INC   2016-06-10 2021-01-19
31. APPLE INC   2016-06-10 2021-01-19
17. APPLE INC   2016-06-10 2021-01-20
29. APPLE INC   2016-07-13 2021-01-20
13. NXP SEMICONDUCTORS N.V.   2020-06-15 2021-01-20
14. DOLLAR GENERAL CORP   2020-04-01 2021-01-26
6. RAYMOND JAMES FINANCIAL INC   2020-04-22 2021-01-26
2. DOLLAR GENERAL CORP   2020-04-01 2021-01-27
7. RAYMOND JAMES FINANCIAL INC   2020-06-15 2021-01-27
2. RAYMOND JAMES FINANCIAL INC   2020-06-16 2021-01-27
3. RAYMOND JAMES FINANCIAL INC   2020-04-22 2021-01-27
8. RAYMOND JAMES FINANCIAL INC   2020-06-16 2021-01-28
1. RAYMOND JAMES FINANCIAL INC   2020-06-17 2021-01-28
11. ALLY FINANCIAL INC   2018-06-04 2021-02-05
19. ALLY FINANCIAL INC   2018-06-04 2021-02-05
4. ALLY FINANCIAL INC   2018-06-05 2021-02-05
12. ALLY FINANCIAL INC   2018-06-05 2021-02-05
4. ALLY FINANCIAL INC   2018-08-09 2021-02-05
10. APPLIED MATERIALS INC   2020-07-27 2021-02-05
10. BERKSHIRE HATHAWAYINC   2020-04-24 2021-02-05
4. CBRE GROUP INC   2020-06-02 2021-02-05
6. CBRE GROUP INC   2020-06-03 2021-02-05
2. CHEVRONTEXACO CORP   2017-01-05 2021-02-05
8. CHEVRONTEXACO CORP   2017-01-05 2021-02-05
50. CISCO SYSTEMS INC   2013-10-10 2021-02-05
9. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-06-07 2021-02-05
7. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2015-06-11 2021-02-05
11. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2015-06-11 2021-02-05
2. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2015-06-12 2021-02-05
1. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2015-06-12 2021-02-05
25. DOWDUPONT INC   2019-06-14 2021-02-05
21. DOWDUPONT INC   2019-06-14 2021-02-05
34. DOWDUPONT INC   2019-06-21 2021-02-05
3. DOLLAR TREE INC   2019-03-06 2021-02-05
2. DOLLAR TREE INC   2019-03-06 2021-02-05
10. DOLLAR TREE INC   2019-03-13 2021-02-05
4. DOLLAR TREE INC   2019-03-13 2021-02-05
11. DOLLAR TREE INC   2019-03-19 2021-02-05
8. FACEBOOK INC   2020-02-06 2021-02-05
2. FACEBOOK INC   2020-02-07 2021-02-05
3. FORTIVE CORP   2017-08-01 2021-02-05
5. FORTIVE CORP   2017-08-01 2021-02-05
4. FORTIVE CORP   2017-07-31 2021-02-05
8. FORTIVE CORP   2017-07-31 2021-02-05
5. FOX CORP   2019-11-11 2021-02-05
10. FOX CORP   2019-11-12 2021-02-05
15. FOX CORP   2019-11-12 2021-02-05
8. GENERAL MOTORS CO   2020-01-16 2021-02-05
11. GENERAL MOTORS CO   2020-01-22 2021-02-05
11. GENERAL MOTORS CO   2020-01-22 2021-02-05
6. J P MORGAN CHASE & CO   2015-05-07 2021-02-05
5. J P MORGAN CHASE & CO   2015-05-07 2021-02-05
9. J P MORGAN CHASE & CO   2015-06-10 2021-02-05
10. KONINKLIJKE PHILIPS NV   2020-04-22 2021-02-05
3. LABORATORY CORP AMER HLDGS   2018-07-12 2021-02-05
2. LABORATORY CORP AMER HLDGS   2018-07-12 2021-02-05
5. LABORATORY CORP AMER HLDGS   2018-10-25 2021-02-05
20. MICROSOFT CORP COM   2016-01-20 2021-02-05
7.53 MORGAN STANLEY   2018-11-06 2021-02-05
1.43 MORGAN STANLEY   2017-11-27 2021-02-05
1.04 MORGAN STANLEY   2017-11-28 2021-02-05
1. NOVO NORDISK A/S ADR   2019-01-08 2021-02-05
2. NOVO NORDISK A/S ADR   2019-01-08 2021-02-05
7. NOVO NORDISK A/S ADR   2019-01-09 2021-02-05
10. OTIS WORLDWIDE CORP REG   2020-04-22 2021-02-05
7. QUANTA SERVICES INC   2020-04-01 2021-02-05
3. REINSURANCE GROUP OF AMERICA INC   2020-10-20 2021-02-05
10. ROBERT HALF INTERNATIONAL INC   2020-04-01 2021-02-05
10. ROSS STORES INC   2020-04-01 2021-02-05
3. SANOFI-SYNTHELABO   2020-03-09 2021-02-05
25. SANOFI-SYNTHELABO   2020-03-10 2021-02-05
2. SANOFI-SYNTHELABO   2020-03-11 2021-02-05
1. TAIWAN SEMICONDUCTOR ADR   2019-01-08 2021-02-05
9. TAIWAN SEMICONDUCTOR ADR   2018-12-14 2021-02-05
2. UNILEVER PLC AMER SHS ADR NEW   2019-08-15 2021-02-05
13. UNILEVER PLC AMER SHS ADR NEW   2019-08-16 2021-02-05
9. UNILEVER PLC AMER SHS ADR NEW   2019-08-21 2021-02-05
4. UNILEVER PLC AMER SHS ADR NEW   2019-08-21 2021-02-05
2. UNILEVER PLC AMER SHS ADR NEW   2019-08-22 2021-02-05
21. VODAFONE GROUP PLC   2020-09-24 2021-02-05
9. VODAFONE GROUP PLC   2020-09-25 2021-02-05
7. WAL MART STORES INC   2017-09-05 2021-02-05
3. WAL MART STORES INC   2017-08-17 2021-02-05
9. AXALTA COATING SYSTEMS   2020-06-08 2021-02-05
11. AXALTA COATING SYSTEMS   2020-06-09 2021-02-05
13. QUANTA SERVICES INC   2020-04-01 2021-02-08
2. REINSURANCE GROUP OF AMERICA INC   2020-10-20 2021-02-08
3. REINSURANCE GROUP OF AMERICA INC   2020-10-21 2021-02-08
4. REINSURANCE GROUP OF AMERICA INC   2020-11-02 2021-02-10
6. REINSURANCE GROUP OF AMERICA INC   2020-11-03 2021-02-10
1. REINSURANCE GROUP OF AMERICA INC   2020-11-04 2021-02-10
4. REINSURANCE GROUP OF AMERICA INC   2020-10-21 2021-02-10
4. REINSURANCE GROUP OF AMERICA INC   2020-11-04 2021-02-11
26. APPLE INC   2016-07-13 2021-02-19
12. QUANTA SERVICES INC   2020-04-01 2021-02-19
3000. U.S. TREASURY NOTE   2019-04-12 2021-02-19
7000. U.S. TREASURY NOTE   2019-05-16 2021-02-19
19. QUANTA SERVICES INC   2020-04-01 2021-02-22
13. FOX CORP   2019-11-12 2021-03-02
21. FOX CORP   2019-11-18 2021-03-02
16. FOX CORP   2019-11-18 2021-03-02
6. WAL MART STORES INC   2017-09-05 2021-03-02
2. WAL MART STORES INC   2017-09-05 2021-03-02
21. FOX CORP   2019-11-18 2021-03-03
1. FOX CORP   2019-11-19 2021-03-03
1. FOX CORP   2019-11-19 2021-03-03
10. CHEVRONTEXACO CORP   2017-01-25 2021-03-05
24. CHEVRONTEXACO CORP   2017-01-25 2021-03-05
6. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-06-07 2021-03-19
2. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-06-07 2021-03-19
8. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-06-22 2021-03-19
9. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2018-12-14 2021-03-22
9. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2018-01-19 2021-03-22
4. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2018-01-19 2021-03-22
8. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-06-22 2021-03-22
6. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-06-22 2021-03-22
1. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-06-23 2021-03-22
1. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-06-23 2021-03-22
8. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2018-12-14 2021-03-23
10. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2018-12-14 2021-03-23
8. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2019-12-20 2021-03-23
6. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2019-12-20 2021-03-23
1. CHEVRONTEXACO CORP   2017-01-25 2021-03-24
2. CHEVRONTEXACO CORP   2017-01-26 2021-03-24
2. CHEVRONTEXACO CORP   2018-01-02 2021-03-25
2. CHEVRONTEXACO CORP   2018-01-10 2021-03-25
2. CHEVRONTEXACO CORP   2017-01-26 2021-03-25
2. CHEVRONTEXACO CORP   2017-01-26 2021-03-25
3. CHEVRONTEXACO CORP   2019-12-09 2021-03-26
2. CHEVRONTEXACO CORP   2018-01-10 2021-03-26
20. WAL MART STORES INC   2020-04-01 2021-03-26
2. WAL MART STORES INC   2018-08-03 2021-03-26
6. WAL MART STORES INC   2018-08-03 2021-03-26
4. WAL MART STORES INC   2017-09-05 2021-03-26
2. WAL MART STORES INC   2020-02-19 2021-03-26
5. WAL MART STORES INC   2018-02-26 2021-03-26
6. WAL MART STORES INC   2018-02-26 2021-03-26
8000. U.S. TREASURY NOTE   2020-11-24 2021-03-30
2. ALPHABET INC SHS CL C   2012-12-17 2021-04-01
1. ALPHABET INC SHS CL A   2012-12-17 2021-04-01
1. ALPHABET INC SHS CL A   2012-08-28 2021-04-01
4. ANTHEM INC   2020-01-09 2021-04-01
2. ANTHEM INC   2020-01-09 2021-04-01
9. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2020-04-01 2021-04-05
2. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2020-02-19 2021-04-05
2. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2019-12-20 2021-04-05
1. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2019-12-23 2021-04-05
1. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2019-12-23 2021-04-05
5. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2020-04-01 2021-04-06
7. CHEVRONTEXACO CORP   2019-12-09 2021-04-14
1. CHEVRONTEXACO CORP   2020-02-19 2021-04-14
14. CHEVRONTEXACO CORP   2020-04-01 2021-04-15
6. CHEVRONTEXACO CORP   2020-04-01 2021-04-16
3. LOWES COMPANIES INC COM   2018-05-16 2021-04-16
6. LOWES COMPANIES INC COM   2018-04-19 2021-04-16
5. LOWES COMPANIES INC COM   2018-04-19 2021-04-16
4. CHEVRONTEXACO CORP   2020-04-01 2021-04-19
60. TRUIST FINL CORP   2020-04-01 2021-04-21
10. TRUIST FINL CORP   2017-09-11 2021-04-21
3. TRUIST FINL CORP   2020-02-19 2021-04-21
46. COCA-COLA CO/THE   2020-08-27 2021-04-26
11. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2020-04-01 2021-04-26
27. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2020-04-01 2021-04-27
12. ROBERT HALF INTERNATIONAL INC   2020-04-01 2021-04-29
14. ROBERT HALF INTERNATIONAL INC   2020-04-01 2021-04-30
7. ALIBABA GROUP HOLDING LT   2020-03-09 2021-05-03
1. NORFOLK SOUTHERN CORP   2017-01-09 2021-05-03
7. NORFOLK SOUTHERN CORP   2017-01-10 2021-05-03
4. O'REILLY AUTOMOTIVE INC   2018-07-19 2021-05-03
10. APPLIED MATERIALS INC   2020-07-27 2021-05-04
4. BERKSHIRE HATHAWAYINC   2020-04-24 2021-05-04
4. FLEETCOR TECHNOLOGIS INC   2020-07-02 2021-05-04
9. MICROSOFT CORP COM   2016-01-20 2021-05-04
7. UNITEDHEALTH GROUP INC   2014-10-27 2021-05-04
8. ROBERT HALF INTERNATIONAL INC   2020-04-01 2021-05-12
9. ROBERT HALF INTERNATIONAL INC   2020-04-01 2021-05-13
1. ALPHABET INC SHS CL C   2012-12-17 2021-05-17
3. BIOGEN IDEC INC   2018-02-16 2021-05-17
2. BIOGEN IDEC INC   2018-02-16 2021-05-17
1. BIOGEN IDEC INC   2020-02-19 2021-05-17
2. BIOGEN IDEC INC   2017-11-28 2021-05-17
1. BIOGEN IDEC INC   2017-11-28 2021-05-17
9. ROBERT HALF INTERNATIONAL INC   2020-04-01 2021-05-18
10. ROBERT HALF INTERNATIONAL INC   2020-04-01 2021-05-19
7. BIOGEN IDEC INC   2020-04-01 2021-05-21
2. BIOGEN IDEC INC   2020-04-01 2021-05-24
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,045   1,773 272
b 264   219 45
c 396   329 67
d 132   135 -3
e 186   103 83
186   110 76
1,671   925 746
2,077   1,891 186
372   205 167
372   208 164
186   104 82
186   106 80
868   784 84
868   717 151
1,500   847 653
680   707 -27
170   177 -7
281   288 -7
1,125   1,181 -56
346   353 -7
346   372 -26
173   177 -4
114   118 -4
341   343 -2
569   571 -2
455   472 -17
227   233 -6
706   630 76
449   504 -55
948   736 212
50   78 -28
200   226 -26
499   279 220
749   418 331
818   500 318
816   872 -56
381   407 -26
495   300 195
55   33 22
2,491   602 1,889
110   113 -3
331   333 -2
938   943 -5
37   26 11
54   58 -4
1,144   1,191 -47
490   510 -20
2,599   1,115 1,484
64   41 23
64   41 23
891   578 313
763   495 268
254   249 5
954   619 335
758   219 539
3,410   985 2,425
1,575   701 874
746   344 402
497   229 268
521   420 101
1,042   843 199
781   632 149
1,096   516 580
313   148 165
2,752   2,479 273
176   174 2
154   78 76
1,081   477 604
309   156 153
154   69 85
618   158 460
2,316   547 1,769
475   233 242
950   509 441
3,784   2,578 1,206
86   111 -25
475   689 -214
129   167 -38
647   832 -185
1,122   1,443 -321
1,068   219 849
935   173 762
173   250 -77
217   313 -96
710   148 562
467   440 27
1,977   1,863 114
279   237 42
279   240 39
140   120 20
1,774   1,033 741
409   238 171
402   355 47
134   118 16
135   118 17
135   118 17
133   118 15
133   118 15
133   119 14
133   118 15
576   462 114
396   301 95
4,313   4,032 281
4,313   4,032 281
4,313   4,211 102
89   73 16
358   289 69
394   318 76
108   87 21
197   160 37
646   577 69
198   179 19
108   96 12
270   240 30
138   118 20
276   239 37
583   418 165
572   381 191
1,039   933 106
140   120 20
419   357 62
140   119 21
280   238 42
32     32
353   292 61
118   97 21
110   102 8
1,579   1,454 125
891   558 333
99   105 -6
79   65 14
782   669 113
861   736 125
1,015   633 382
234   259 -25
78   67 11
6     6
1,294   806 488
153   118 35
153   124 29
148   124 24
148   125 23
148   126 22
148   125 23
149   126 23
149   126 23
298   253 45
150   135 15
338   294 44
825   744 81
401   678 -277
692   1,004 -312
36   63 -27
255   370 -115
291   493 -202
109   139 -30
109   139 -30
560   693 -133
75   91 -16
224   247 -23
494   528 -34
740   792 -52
247   287 -40
472   208 264
665   574 91
1,662   1,435 227
2,602   1,217 1,385
655   297 358
153   146 7
153   110 43
153   126 27
778   548 230
500   424 76
769   653 116
500   443 57
731   653 78
154   145 9
423   350 73
953   657 296
3,297   2,834 463
781   548 233
4,439   4,220 219
1,480   1,175 305
2,959   2,241 718
1,480   1,168 312
1,480   1,004 476
1,480   1,010 470
1,186   1,042 144
2,371   2,084 287
1,776   1,811 -35
3,439   692 2,747
1,096   567 529
877   424 453
886   631 255
89   110 -21
399   394 5
266   266  
1,123   789 334
1,001   694 307
1,590   1,523 67
617   267 350
44   39 5
1,071   690 381
417   268 149
674   462 212
898   386 512
75   68 7
17   15 2
368   370 -2
2,047   1,893 154
208   155 53
416   245 171
416   227 189
208   113 95
208   115 93
208   164 44
39   29 10
66   48 18
66   54 12
145   119 26
13   10 3
7   5 2
13   11 2
13   11 2
132   114 18
53   46 7
13   11 2
26   21 5
13   11 2
53   38 15
105   76 29
309   180 129
20   16 4
108   91 17
27   23 4
188   144 44
67   51 16
13   11 2
13   11 2
27   23 4
173   98 75
345   309 36
230   207 23
2,083   1,315 768
104   101 3
311   304 7
1,349   1,184 165
830   733 97
1,038   910 128
415   364 51
117   103 14
584   522 62
117   105 12
344   315 29
115   105 10
2,428   470 1,958
3,961   766 3,195
2,246   420 1,826
3,832   704 3,128
2,281   1,424 857
2,891   2,163 728
595   373 222
406   309 97
670   510 160
191   147 44
287   186 101
794   588 206
99   73 26
461   288 173
796   498 298
167   104 63
502   313 189
167   111 56
1,009   630 379
2,358   1,855 503
269   184 85
403   297 106
178   235 -57
712   940 -228
2,409   1,144 1,265
677   603 74
527   453 74
828   711 117
150   128 22
75   64 11
1,099   626 473
923   526 397
1,494   937 557
318   301 17
212   192 20
1,059   1,027 32
424   411 13
1,165   1,120 45
2,146   1,686 460
537   424 113
207   165 42
345   275 70
276   220 56
553   441 112
157   175 -18
314   349 -35
471   524 -53
435   284 151
598   385 213
598   385 213
828   387 441
690   322 368
1,241   613 628
568   419 149
676   558 118
451   372 79
1,127   784 343
4,842   1,004 3,838
550   378 172
104   62 42
76   45 31
71   48 23
142   97 45
498   342 156
640   476 164
531   208 323
329   315 14
703   365 338
1,186   823 363
145   138 7
1,205   1,151 54
96   91 5
127   35 92
1,145   332 813
110   116 -6
718   772 -54
497   547 -50
221   243 -22
110   121 -11
391   283 108
167   120 47
1,013   557 456
434   238 196
248   227 21
303   269 34
995   386 609
223   210 13
334   315 19
447   410 37
670   625 45
112   103 9
447   420 27
449   413 36
3,353   631 2,722
928   356 572
3,461   3,122 339
8,075   7,356 719
1,483   564 919
496   454 42
801   738 63
611   563 48
783   478 305
261   159 102
833   738 95
40   35 5
40   35 5
1,088   1,170 -82
2,610   2,809 -199
460   402 58
153   134 19
613   537 76
690   616 74
690   695 -5
307   309 -2
613   537 76
460   403 57
77   67 10
77   67 10
614   547 67
767   684 83
614   506 108
460   379 81
105   117 -12
209   234 -25
208   254 -46
208   257 -49
208   234 -26
208   234 -26
318   353 -35
212   257 -45
2,694   2,293 401
269   180 89
808   540 268
539   318 221
269   236 33
673   465 208
808   558 250
8,001   7,994 7
4,254   715 3,539
2,118   359 1,759
2,118   338 1,780
1,419   1,230 189
709   615 94
723   389 334
161   137 24
161   126 35
80   63 17
80   63 17
397   216 181
730   823 -93
104   110 -6
1,447   974 473
618   417 201
624   256 368
1,249   509 740
1,040   424 616
411   278 133
3,390   1,712 1,678
565   415 150
170   163 7
2,468   2,222 246
875   476 399
2,155   1,167 988
1,062   437 625
1,228   510 718
1,632   1,372 260
284   109 175
1,987   766 1,221
2,240   1,195 1,045
1,260   630 630
1,115   742 373
1,157   1,022 135
2,217   452 1,765
2,862   644 2,218
704   292 412
794   328 466
2,309   357 1,952
847   885 -38
564   590 -26
282   339 -57
564   632 -68
282   316 -34
801   328 473
873   365 508
1,987   2,095 -108
569   599 -30
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       272
b       45
c       67
d       -3
e       83
      76
      746
      186
      167
      164
      82
      80
      84
      151
      653
      -27
      -7
      -7
      -56
      -7
      -26
      -4
      -4
      -2
      -2
      -17
      -6
      76
      -55
      212
      -28
      -26
      220
      331
      318
      -56
      -26
      195
      22
      1,889
      -3
      -2
      -5
      11
      -4
      -47
      -20
      1,484
      23
      23
      313
      268
      5
      335
      539
      2,425
      874
      402
      268
      101
      199
      149
      580
      165
      273
      2
      76
      604
      153
      85
      460
      1,769
      242
      441
      1,206
      -25
      -214
      -38
      -185
      -321
      849
      762
      -77
      -96
      562
      27
      114
      42
      39
      20
      741
      171
      47
      16
      17
      17
      15
      15
      14
      15
      114
      95
      281
      281
      102
      16
      69
      76
      21
      37
      69
      19
      12
      30
      20
      37
      165
      191
      106
      20
      62
      21
      42
      32
      61
      21
      8
      125
      333
      -6
      14
      113
      125
      382
      -25
      11
      6
      488
      35
      29
      24
      23
      22
      23
      23
      23
      45
      15
      44
      81
      -277
      -312
      -27
      -115
      -202
      -30
      -30
      -133
      -16
      -23
      -34
      -52
      -40
      264
      91
      227
      1,385
      358
      7
      43
      27
      230
      76
      116
      57
      78
      9
      73
      296
      463
      233
      219
      305
      718
      312
      476
      470
      144
      287
      -35
      2,747
      529
      453
      255
      -21
      5
       
      334
      307
      67
      350
      5
      381
      149
      212
      512
      7
      2
      -2
      154
      53
      171
      189
      95
      93
      44
      10
      18
      12
      26
      3
      2
      2
      2
      18
      7
      2
      5
      2
      15
      29
      129
      4
      17
      4
      44
      16
      2
      2
      4
      75
      36
      23
      768
      3
      7
      165
      97
      128
      51
      14
      62
      12
      29
      10
      1,958
      3,195
      1,826
      3,128
      857
      728
      222
      97
      160
      44
      101
      206
      26
      173
      298
      63
      189
      56
      379
      503
      85
      106
      -57
      -228
      1,265
      74
      74
      117
      22
      11
      473
      397
      557
      17
      20
      32
      13
      45
      460
      113
      42
      70
      56
      112
      -18
      -35
      -53
      151
      213
      213
      441
      368
      628
      149
      118
      79
      343
      3,838
      172
      42
      31
      23
      45
      156
      164
      323
      14
      338
      363
      7
      54
      5
      92
      813
      -6
      -54
      -50
      -22
      -11
      108
      47
      456
      196
      21
      34
      609
      13
      19
      37
      45
      9
      27
      36
      2,722
      572
      339
      719
      919
      42
      63
      48
      305
      102
      95
      5
      5
      -82
      -199
      58
      19
      76
      74
      -5
      -2
      76
      57
      10
      10
      67
      83
      108
      81
      -12
      -25
      -46
      -49
      -26
      -26
      -35
      -45
      401
      89
      268
      221
      33
      208
      250
      7
      3,539
      1,759
      1,780
      189
      94
      334
      24
      35
      17
      17
      181
      -93
      -6
      473
      201
      368
      740
      616
      133
      1,678
      150
      7
      246
      399
      988
      625
      718
      260
      175
      1,221
      1,045
      630
      373
      135
      1,765
      2,218
      412
      466
      1,952
      -38
      -26
      -57
      -68
      -34
      473
      508
      -108
      -30
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 2 102,966
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 1,576
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 1,576
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 1,576
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,968
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 3,968
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 2,392
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 2,392
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 addressbulletN/A
    14
    The books are in care ofbulletBANK OF AMERICA NA Telephone no.bullet (212) 852-3049

    Located atbullet114W 47TH ST NY8-114-0707NEW YORKNY ZIP+4bullet085341501
    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 NA CO-TRUSTEE
    2
    12,646    
    114W 47TH ST NY8-114-0707
    NEW YORK,NY100361501
    JAY GREEN TRUSTEE
    2
    2,625    
    PO BOX 198
    ALPINE,NJ176200198
    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
    970,922
    b
    Average of monthly cash balances.......................
    1b
    35,741
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,006,663
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,006,663
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,100
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    991,563
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    49,578
    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
    49,578
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,576
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,576
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    48,002
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    48,002
    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
    48,002
    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
    42,213
    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
    42,213
    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
    42,213
    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 48,002
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 18,001
    b From 2016...... 17,892
    c From 2017...... 26,794
    d From 2018...... 27,528
    e From 2019...... 10,475
    fTotal of lines 3a through e........ 100,690
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 42,213
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 42,213
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 5,789 5,789
    (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 94,901
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    12,212
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    82,689
    10 Analysis of line 9:
    a Excess from 2016.... 17,892
    b Excess from 2017.... 26,794
    c Excess from 2018.... 27,528
    d Excess from 2019.... 10,475
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    FOLDS OF HONOR
    8551 N 125TH E AVE SUITE 100
    OWASSO,OK74055
    NONE PC GENERAL OPERATING 2,500
    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATI
    2361 HYLAN BLVD
    STATEN ISLAND,NY10306
    NONE PC GENERAL OPERATING PURPOSE 1,500
    Crohns & Colitis Foundation Inc
    733 3RD AVE STE 510
    New York,NY100173218
    NONE PC GENERAL OPERATING 1,000
    Jewish Home And Rehabilitation Ctr
    10 LINK DR
    Rockleigh,NJ076472504
    NONE PC GENERAL OPERATING 2,500
    Seeing Eye Inc
    PO BOX 375
    MORRISTOWN,NJ07963
    NONE PC GENERAL OPERATING PURPOSE 2,000
    PLAY FOR P I N K INC
    175 E 74TH ST
    NEW YORK,NY10021
    NONE PC GENERAL OPERATING 2,000
    Womens Metropolitan Golf Asso Fdn
    49 KNOLLWOOD RD
    Elmsford,NY105232821
    NONE PC GENERAL OPERATING 2,500
    Shriners Hospitals For Children
    2900 N ROCKY POINT DR
    Tampa,FL336071435
    NONE PC GENERAL OPERATING 3,000
    INTERNATIONAL FELLOWSHIP OF CHRISTIANS &
    30 N LASALLE ST SUITE 4300
    Chicago,IL60602
    NONE PC GENERAL OPERATING PURPOSE 1,500
    St Jude Childrens Research Hospital Inc
    262 DANNY THOMAS PL
    Memphis,TN381053678
    NONE PC GENERAL OPERATING 10,000
    Desert Community Foundation
    75105 MERLE DR STE 300
    Palm Desert,CA922115211
    NONE PC GENERAL OPERATING 1,000
    Eisenhower Health
    39000 BOB HOPE DRIVE
    RANCHO MIRAGE,CA92270
    NONE NONE GENERAL OPERATING 2,500
    Total .................................bullet 3a 32,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 15,721  
    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 ............
        18 102,966  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        1 2,311  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   120,998  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    120,998
    (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 InvestmentsCorpBondsSchedule
    Name:
    EMIL & RUTH GREEN FDN-JMG
    EIN:
    20-1182602
    Name of Bond End of Year Book Value End of Year Fair Market Value
    912810SA7 U.S. TREASURY BOND 18,392 17,201
    3135G0K36 FEDERAL NATL MTG ASS 15,230 15,964
    377372AL1 GLAXOSMITHKLINE CAPI 14,283 14,841
    912810QU5 U.S. TREASURY BOND 3 24,916 25,517
    037833CJ7 APPLE INC 14,804 15,554
    05531FBB8 BB&T CORPORATION 15,345 16,133
    437076BW1 HOME DEPOT INC 16,139 17,186
    68389XBM6 ORACLE CORP 15,266 15,899
    931142EK5 WALMART INC    
    949746SA0 WELLS FARGO & COMPAN 6,002 6,017
    9128284R8 U.S. TREASURY NOTE 8,399 8,735
    9128285M8 U.S. TREASURY NOTE 14,358 14,662
    025816CC1 AMERICAN EXPRESS CO 15,423 16,157
    172967FT3 CITIGROUP INC 4,958 5,132
    912828M56 U.S. TREASURY NOTE 31,591 32,084
    912810FT0 U.S. TREASURY BOND    
    06406FAD5 BANK OF NY MELLON CO 8,108 8,308
    46625HJX9 JPMORGAN CHASE & CO 14,470 15,279
    912828X88 U.S. TREASURY NOTE 16,504 17,243
    6174468Q5 MORGAN STANLEY 10,148 10,461
    035240AV2 ANHEUSER-BUSCH INBEV 9,651 9,868
    20030NDM0 COMCAST CORP 14,905 14,518
    912828YH7 U.S. TREASURY NOTE 18,085 18,662
    912810SH2 U.S. TREASURY BOND 18,329 18,007
    912810SR0 U.S. TREASURY BOND 8,161 8,355
    912810SP4 U.S. TREASURY BOND 8,529 7,228
    91282CAR2 U.S. TREASURY NOTE 10,002 10,003
    05526DBS3 BAT CAPITAL CORP 18,843 18,306
    912810SW9 U.S. TREASURY BOND 8,885 8,542

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    EMIL & RUTH GREEN FDN-JMG
    EIN:
    20-1182602
    Name of Stock End of Year Book Value End of Year Fair Market Value
    91324P102 UNITEDHEALTH GROUP I 9,453 18,536
    548661107 LOWES COMPANIES INC 2,816 6,040
    67103H107 O'REILLY AUTOMOTIVE 4,495 7,492
    717081103 PFIZER INC    
    166764100 CHEVRONTEXACO CORP    
    00130H105 AES CORP/VA    
    055622104 BP P L C SPONS ADR 7,845 5,587
    50540R409 LABORATORY CORP AMER 6,862 15,096
    02209S103 ALTRIA GROUP INC    
    256677105 DOLLAR GENERAL CORP 8,602 8,524
    92343V104 VERIZON COMMUNICATIO    
    172967424 CITIGROUP INC    
    192446102 COGNIZANT TECHNOLOGY    
    20030N101 COMCAST CORP 8,848 17,087
    02079K107 ALPHABET INC SHS 7,446 19,292
    594918104 MICROSOFT CORP COM 14,310 37,951
    655844108 NORFOLK SOUTHERN COR 4,591 9,551
    874039100 TAIWAN SEMICONDUCTOR 5,327 15,257
    931142103 WAL MART STORES INC    
    09062X103 BIOGEN IDEC INC    
    12508E101 CDK GLOBAL INC 9,149 9,107
    17275R102 CISCO SYSTEMS INC 9,137 14,071
    34959J108 FORTIVE CORP 6,146 7,832
    443510607 HUBBELL INC    
    23331A109 DR HORTON INC    
    269246401 E*TRADE FINANCIAL CO    
    037833100 APPLE INC 11,331 25,296
    02005N100 ALLY FINANCIAL INC 5,155 12,529
    02079K305 ALPHABET INC SHS 4,961 18,855
    46625H100 J P MORGAN CHASE & C 7,866 16,096
    256746108 DOLLAR TREE INC 9,757 10,530
    670100205 NOVO NORDISK A/S ADR 4,366 6,391
    902973304 US BANCORP DEL    
    68902V107 OTIS WORLDWIDE CORP 4,657 7,598
    80105N105 SANOFI-SYNTHELABO 9,810 11,220
    835699307 SONY CORP ADR AMERN    
    904784709 UNILEVER NV    
    35137L105 FOX CORP 5,562 7,022
    37045V100 GENERAL MOTORS CO 7,526 15,895
    30303M102 FACEBOOK INC 12,600 20,710
    20825C104 CONOCOPHILLIPS 8,194 10,479
    500472303 KONINKLIJKE PHILIPS 5,530 7,455
    92826C839 VISA INC 15,829 20,684
    22052L104 DOWDUPONT INC 8,679 15,197
    05523R107 BAE SYSTEMS PLC 7,479 8,432
    754730109 RAYMOND JAMES FINANC    
    89832Q109 TRUIST FINL CORP    
    01609W102 ALIBABA GROUP HOLDIN 6,241 6,419
    023135106 AMAZON COM INC 22,298 32,231
    036752103 ANTHEM INC 8,545 11,548
    770323103 ROBERT HALF INTERNAT 3,504 6,748
    74762E102 QUANTA SERVICES INC 3,390 9,344
    778296103 ROSS STORES INC 5,566 8,089
    084670702 BERKSHIRE HATHAWAYIN 11,168 17,656
    09857L108 BOOKING HLDGS INC    
    517834107 LAS VEGAS SANDS CORP 5,046 4,851
    12504L109 CBRE GROUP INC 3,920 7,022
    12514G108 CDW CORP/DE 4,638 4,797
    339041105 FLEETCOR TECHNOLOGIS 6,874 7,410
    191216100 COCA-COLA CO/THE 7,513 8,349
    171779309 CIENA CORP 5,762 6,239
    12541W209 CH ROBINSON WORLDWID 7,673 7,762
    14040H105 CAPITAL ONE FINANCIA 7,243 11,576
    G0750C108 AXALTA COATING SYSTE 6,034 8,305
    922475108 VEEVA SYS INC 4,431 4,661
    92857W308 VODAFONE GROUP PLC 8,032 10,768
    98156Q108 WORLD WRESTLING ENTE 5,105 5,361
    444859102 HUMANA INC 4,321 4,377
    26884L109 EQT CORP 6,272 7,350
    45866F104 INTERCONTINENTAL EXC 8,220 8,466
    31620M106 FIDELITY NATL INFO S 6,873 7,002
    904767704 UNILEVER PLC AMER SH 9,585 10,375
    617446448 MORGAN STANLEY 7,207 14,734
    038222105 APPLIED MATERIALS IN 7,335 16,714

    TY 2020 InvestmentsOtherSchedule2
    Name:
    EMIL & RUTH GREEN FDN-JMG
    EIN:
    20-1182602
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    09260B382 BLACKROCK STRATEGIC AT COST 22,209 22,763

    TY 2020 OtherDecreasesSchedule
    Name:
    EMIL & RUTH GREEN FDN-JMG
    EIN:
    20-1182602
    Description Amount
    COST BASIS ADJUSTMENT 153
    POAI CARRYOVER TO NEXT YEAR 177


    TY 2020 OtherExpensesSchedule
    Name:
    EMIL & RUTH GREEN FDN-JMG
    EIN:
    20-1182602
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER INVESTMENT EXPENSES 43 43   0


    TY 2020 OtherIncomeSchedule2
    Name:
    EMIL & RUTH GREEN FDN-JMG
    EIN:
    20-1182602
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 2,311 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    EMIL & RUTH GREEN FDN-JMG
    EIN:
    20-1182602
    Description Amount
    GAIN ON PY SALES SETTLED IN CY 395


    TY 2020 TaxesSchedule
    Name:
    EMIL & RUTH GREEN FDN-JMG
    EIN:
    20-1182602
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 231 231   0
    FEDERAL TAX PAYMENT - PRIOR YE 3,771 0   0
    FEDERAL ESTIMATES - PRINCIPAL 3,968 0   0